2024-11-06T08:06:00-08:00 2023-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2023-01-01 814060929 The Quarterdeck Foundation QUAR 5087481665 PO Box 576 Marion MA 02738 Eric Strand Trustee 2024-11-05 true true Joseph L McArdle Jr CPA P00146401 5087481611 2023 2024-10-15 13:58:12Z X 6695617 X 3288020 111306 111306 111306 156753 546210 297420 3556079 408726 111306 2900 2900 2900 34674 34674 34674 592 557 557 35 38166 38131 38131 35 208850 208850 247016 38131 38131 208885 3309063 370595 73175 31782 203860 203860 417000 304000 304000 991884 4241869 6187757 1440666 4749729 6695617 0 X 1440666 4749729 1440666 4749729 1440666 4749729 1440666 3309063 4749729 4749729 Charles Schwab Reported P 2020-01-15 2023-12-15 235257 224601 10656 10656 211 Fiserv Inc D 2006-02-10 2023-05-19 25279 2163 23116 23116 100 The Coca-Cola Co D 2017-12-12 2023-01-11 6208 6208 6208 150 IBM Corp D 1973-06-08 2023-01-11 21655 9 21646 21646 575 NVIDIA D 2018-11-27 2023-11-17 257460 22017 235443 235443 Capital Gain Dividends 351 297420 5151 5151 5151 10992 10992 5841 5841 false false false false false false false true true MA true false false false false true N/A Eric Strand 5087481665 PO Box 576 Marion MA 02738 false false false false false false false false false false false false false false false false false false false false false false Eric Strand 3 School Street Marion MA 02738 Trustee 0.00 0 R Davis Webb Jr 345 Point Road Marion MA 02738 Advisory Brd 0.00 0 Nancy W Corkery 1 West Drive Marion MA 02738 Advisory Brd 0.00 0 NONE NONE 4821567 482963 0 5304530 0 5304530 79568 5224962 261248 261248 5151 5151 256097 256097 256097 208885 208885 256097 102110 79360 82474 422323 107601 793868 208885 0 208885 47212 47212 746656 0 54898 691758 79360 82474 422323 107601 American Research Management PO Box 576 Marion MA 02738 5087481665 EStrand@ARM-Co.com Brief History of the Organization description of the project (not more than 3 pages) budget and time frame, supply proof of tax exempt status, list of Board of Directors, Latest audited financial statements None None Brunswick School 100 Maher Avenue Greenwich CT 06830 None PC Annual Fund 500 New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02740 None PC $25,000 Towards Annual Giving Fund, $40,000 Designated for Capital Projects enhancing the Physical Capacity of the Museum 65000 Lloyd Center for the Environment 430 Potomska Road Dartmouth MA 02748 None PC Unrestricted 500 Sweet Briar College PO Box 1057 Sweet Briar VA 24595 None PC $75,000 - Press Box/Stands, $2,000 Unrestricted - Sweet Briar Fund Friends of Athletics 77000 Marion Art Center Inc 80 Pleasant Street Marion MA 02738 None PC $13,000 Annual Giving Fund, $2,000 Support Membership to the Museum 15000 Elizabeth Taber Library 8 Spring Street Marion MA 02738 None PC Unrestricted 1000 The Marion Institute 202 Spring Street Marion MA 02738 None PC G.R.O.W. Education Program - Unrestricted 1000 Sippican Historical Society PO Box 541 139 Front St MArion MA 02738 None PC Unrestricted 1000 Duke University 305 Teer Engineering Building Durham NC 27708 None PC $1,500 Pratt Annual Fund School of Engineering, $5,000 to Pratt School of Engineering - Webb Quasi Fund 6500 MIT 600 Memorial Drive Cambridge MA 02139 None PC $500 Mechanical Engineering Discretionary Fund 500 Coast Guard Foundation 394 Taugwonk Road Stonington CT 06378 None PC Annual Giving Fund 100 College of Charleston 66 George Street Charleston SC 29424 None PC Unrestricted to Alumni Fund for Greatest Need 2000 The Fessenden School 250 Waltham St West Newton MA 02465 None PC Educational via Annual Fessenden Fund 2000 Greenwich Academy 200 North Maple Avenue Greenwich CT 06830 None PC Unrestricted - Annual Fund 2000 St Lawrence University 23 Romoda Drive Canton NY 13617 None PC Educational via St. Lawrence Fund 2000 University of Vermont Foundation Grasse Mount 411 Main St Burlington VT 05401 None PC Educational - UVM Fund 1500 Sippican Lands Trust 156 Front St Marion MA 02738 None PC Conservation 750 Thompson Island Outward Bound Educa Dev Office PO Box 127 Boston MA 02127 None PC $12,500 Educational 12500 CT Audubon PO Box 62 Old Lyme CT 06371 None PC Roger Tory Peterson Estuary Center for The Governor Lowell Weicker memorial Fund 1000 Friends of Jack Foundation PO Box 419 Mattapoisett MA 02739 None PC Unrestricted - Annual Giving Fund 1500 Friends of Marion COA Inc PO Box 937 Marion MA 02748 None PC Unrestricted - Annual Giving 1000 University of Kansas PO Box 928 Lawrence KS 66044 None PC KU Endowment to support Watkins-Berger Scholarship Fund 5000 All Aboard Animal Rescue 1721 W Harmony Road 102 Fort Collins CO 80526 None PC Unrestricted 1000 Marion Natural History Museum PO Box 644 8 Spring St Marion MA 02738 None PC Unrestricted 1000 C Thomas Clagett Jr Memorial Regatt 231 Indian Ave Portsmouth RI 02871 None PC Clagett Memorial Clinic & Regatta to support sailors with disabilities 1500 The Wild Animal Sanctuary 1946 County Road 53 Keenesburg CO 80643 NONE PC Support Animal Care 1000 Epilepsy Foundation 3540 Crain Highway Ste 675 Bowie MD 20716 NONE PC Unrestricted 5000 208850 14 111306 18 156753 268059 268059 false false false false false false false false false false X X 1 Richard D and Anne B Webb Unitrust PO Box 576 Marion MA 02738 287644 X 2 John and Nancy Braitmayer 520 Point Road Marion MA 02738 3000376 X 2 4750 Shares Fiserv3605 Shares IBM4800 Shares Nvidia160 Shares Dover8500 Shares Exxon MobilTotal Cost 3000376 2900 2900 2900 0 IBM 613892 785858 Adobe Systems 14277 59660 Cohen & Steers Pref 94753 98860 Charles Schwab Corp 15446 25800 JP Morgan Core Bond 219048 224073 Cincinnati Financial Corp Exxon Mobil 990790 889822 Gilead Sciences Inc McCormick & Co., Inc. 28835 37631 Waste Management 93375 104415 Vanguard Intermediate Term Tr ETF. 66481 67862 Alphabet Inc. CL A 15605 41907 Amazon.com Inc 28325 60776 Apple Computer 14958 67386 Chevron Texaco 22319 27893 Conestoga Small Cap 30025 41667 Edwards Lifesciences 14021 22875 Estee Lauder Cos. Fastenal Co 14684 32385 Hormel Foods Corp Illinois Tool Works 14490 26194 Visa 49656 56496 Johnson & Johnson 4143 5329 Novartis Ag 24848 40388 PayPal Holdings Pepsico 16488 25476 Procter & Gamble 15958 29308 Roper Technologies 35160 54517 Stock Yard Bancorp Dover 25390 24610 Balchem Corp 25562 37188 Hingham Inst. for Svgs 9805 9720 Nvidia Corp 910991 2265632 S & P Small Cap 68283 81346 Franco Nevada Seacost Bank IShares Gold ETF 60076 71971 Resmed Inc 24293 21503 Fiserv 481541 602961 Nadaq Cybersecurity ETF 23982 30258 Coca Cola 38748 47144 Alerian MLP ETF 19867 51789 Ishares Tips Bond ETF 115754 117057 Freeport-McMoran Cooper & Gold Baldwin Wealth Partners, LLC. - Advisor 34674 34674 34674 0 Foreign Taxes 557 557 557 Massachusetts Office of Attorney General 35 35