2024-10-31T06:37:14-07:00 2023-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2023-01-01 100003568 Willow Creek Charitable Foundation UAD 01112002 WILL 5087481665 PO Box 576 Marion MA 02738 Elizabeth R Shields Trustee 2024-10-30 true true Joseph L McArdle Jr CPA P00146401 5087481611 2023 2024-10-15 13:58:12Z X 2985490 X 242090 55811 55811 55811 65478 316991 90769 363379 146580 55811 11375 11375 11375 23072 23072 23072 1779 1403 1403 250 18 18 18 36244 35868 35868 250 163273 163273 199517 35868 35868 163523 163862 110712 19943 21055 21055 21055 676601 412321 412321 600 600 600 1429912 1858053 2552114 1 2128168 2292030 2985490 1345 1345 1345 1345 X 2126823 2290685 2126823 2290685 2128168 2292030 2126823 163862 2290685 2290685 75 Shs Biogen Idec Inc D 2000-03-01 2023-11-13 16754 22451 -5697 -5697 25 Shs Biogen Idec Inc P 2000-03-01 2023-11-13 11169 10706 463 463 99 Shs Chevron Corp D 2018-03-29 2023-02-07 17173 11280 5893 5893 150 Shs Estee Lauder P 2018-05-09 2023-08-25 23046 20504 2542 2542 134 Shs Franco Nevada Corp D 2000-03-01 2023-11-27 15575 17910 -2335 -2335 473 Shs Freeport McMoran P 2022-04-26 2023-11-27 17320 19289 -1969 -1969 475 Shs HCI Group P 2019-05-08 2023-02-01 23820 20192 3628 3628 800 Shs Hormel Foods P 2000-03-01 2023-11-09 26040 27951 -1911 -1911 193 Shs Illinois Tool Works Inc P 2000-03-01 2023-12-13 48118 18444 29674 29674 28 Shs NVIDIA P 2017-03-01 2023-08-16 12386 716 11670 11670 300 Shs Paypal Holdings P 2016-08-23 2023-08-30 18911 11446 7465 7465 60 Shs Procter & Gamble P 2018-05-09 2023-12-07 8798 4332 4466 4466 40 Shs Sandoz Group AG P 2000-03-01 2023-10-09 1104 932 172 172 307 Shs Seacoast Bank D 2020-12-18 2023-05-02 5890 8995 -3105 -3105 575 Shs Stock Yds Bancorp P 2019-05-08 2023-05-08 25598 19901 5697 5697 500 Shs Glacier Bancorp Inc P 2000-03-01 2023-08-08 16646 9015 7631 7631 176 Shs Procter & Gamble D 2000-03-01 2023-12-07 25808 1901 23907 23907 20 Shs Sandoz Group AG P 2007-04-05 2023-10-09 552 257 295 295 Capital Gain Dividends 2283 90769 1539 1539 1539 750 5000 5750 4211 4211 false false false false false false false true true MA true false false false false true N/A Baldwin Brothers LLC 5087481665 204 Spring Street 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 Stephen S Arms 8401 St Martins Lane Philadelphia PA 19118 Trustee 0.00 0 Alexander D Bogel 20 Stoddard Road Shelburne MA 01370 Trustee 0.00 0 Lynda DW Bogel 25 Renwick Heights Road Ithaca NY 14850 Trustee 0.00 0 Jeffrey H Parcells MD 15127 Windmill Point Drive Grosse Pointe Park MI 48230 Trustee 0.00 0 Steven J Parcells 11204 Spur Wheel Lane Potomac MD 208541264 Trustee 0.00 0 Elizabeth R Shields 23 Vine Street Marion MA 02738 Trustee 0.00 0 NONE NONE 2218041 539147 0 2757188 0 2757188 41358 2715830 135792 135792 1539 1539 134253 134253 134253 163523 163523 134253 43318 163523 43318 0 120205 14048 Elizabeth R Shields PO Box 576 Marion MA 02738 5087481665 Letter requesting funds. None None The Bow Foundation PO Box 5612 Charlottesville VA 22905 NONE PC UNRESTRICTED 100 Boston Childrens Hospital 300 Longwood Ave Boston MA 02115 NONE PRVT UNRESTRICTED 100 MARION ART CENTER 100 Pearl St Hartford CT 06103 NONE PC UNRESTRICTED 600 PLANNED PARENTHOOD of Southern NE 345 Whitney Avenue New Haven CT 06511 NONE PC UNRESTRICTED 8829 Multiple Myeloma Research Foundatio 383 Main St 7th Floor Norwalk CT 06851 NONE PC UNRESTRICTED 100 Epilepsy Foundation 175 Cabot St Suite 301 Lowell MA 01854 NONE PC UNRESTRICTED 250 The Bowery Mission 227 Bowery New York NY 10002 NONE PC UNRESTRICTED 17943 Our Lady of the Sacred Heart NY 120 Kings Highway Tappan NY 10983 NONE PC UNRESTRICTED 17943 Parish of St John Henry Newman 120 Kings Highway Tappan NY 10983 NONE PC UNRESTRICTED 17943 Friends of the Wissahickon 40 Evergreen Ave 108 Philadelphia PA 19118 NONE PC UNRESTRICTED 200 Nantucket Conservation Foundation 118 Cliff Rd Nantucket MA 02554 NONE PC UNRESTRICTED 300 Rebuilding Together 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UNRESTRICTED 250 Grosse Pointe LIbrary 10 Kercheval Avenue Grosse Pointe MI 48236 NONE PC UNRESTRICTED 300 Equal Justice Initiative 122 Commerce Street Montgomery AL 36104 None PC UNRESTRICTED 300 PLYMOUTH MEETING FRIENDS SCHOO 2150 Butler Pike Plymouth Meeting PA 19462 None PC Unrestricted 4000 American Friends of Combatants for PO Box 2473 1801 W Olympic Blvd Pasadena CA 91199 None PC UNRESTRICTED 200 Summer Search 500 Sansome Street San Francisco CA 94111 None PC UNRESTRICTED 1000 Doctors Without Borders PO Box 5030 Hagerstown MD 21741 None PC UNRESTRICTED 2400 World Central Kitchen Inc 200 Massachusetts Avenue NW 7th Fl Washington DC 20001 None PC UNRESTRICTED 200 Community Nurse Hospice Care 62 Center Street Fairhaven MA 02719 None PC UNRESTRICTED 100 Vested Interest in K-9's Inc PO Box 9 East Taunton MA 02718 None PC UNRESTRICTED 250 G-Town Radio 24 Maplewood Mall Philadelphia PA 19144 None PC UNRESTRICTED 1000 Sippican Choral Society PO Box 709 Marion MA 02738 None PC UNRESTRICTED 300 Berkeley Free Clinic 2339 Durant Ave Berkeley CA 94704 None PC UNRESTRICTED 2000 St Anthony's 150 Golden Gate Avenue San Francisco CA 94102 None PC UNRESTRICTED 2000 Women for Women International PO Box 9224 Central Islip NY 11722 None PC UNRESTRICTED 1000 Human Appeal USA 26050 Acero Suite 415 Mission Viejo CA 92691 None PC UNRESTRICTED 1000 Germantown Friends School 31 W Coulter Street Phiadelphia PA 19144 None PC UNRESTRICTED 3200 Valley Youth House 3400 High Point Blvd Bethlehem PA 18017 None PC UNRESTRICTED 500 St Andrew's School 63 Federal Road Barrington RI 02806 None PC Unrestricted 500 Sippican Historical Society 139 Front Street Marion MA 02738 None PC Unrestricted 1375 Abington Friends School 575 Washington Lane Jenkintown PA 19046 None PC Unrestricted 2000 New Bedford Art Museum 608 Pleasant Street New Bedford MA 02740 None PC Unrestricted 175 Women's Fund of Southeastern MA 30 Cornell St New Bedford MA 02740 None PC Unrestricted 500 Marion Natural History Museum 8 Spring Street Marion MA 02738 None PC Unrestricted 350 Elizabeth Taber Library Association 8 Spring Street Marion MA 02738 None PC Unrestricted 750 New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02740 None PC Unrestricted 2500 Our Sisters School 145 Brownell Ave New Bedford MA 02740 None PC Unrestricted 3100 Rotch-Jones-Duff House Garden Museu 396 County Street New Bedford MA 02740 None PC Unrestricted 1000 New Bedford Symphony Orchestra PO Box 2053 New Bedford MA 02741 None PC Unrestricted 7000 The Marion Institute 202 Spring Street Marion MA 02738 None PC Unrestricted 925 Massachusetts General Hospital 125 Nashua Street Boston MA 02114 None PC Center for Lymphoma Research Fund 200 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 None PC Unrestricted 600 Friends of Marion Council on Aging PO Box 937 Marion MA 02738 None PC Unrestricted 300 Nativity Preparatory School 66 Spring St New Bedford MA 02740 None PC Unrestricted 750 Community Boating Center Inc 1641 Padanaram Ave New Bedford MA 02740 None PC Unrestricted 750 First Congregational Church 28 Main St Marion MA 02738 None PC Unrestricted 100 Dwight Hall at Yale PO Box 209008 New Haven CT 06520 None PC Unrestricted 740 Cape Islands United Way 1600 Falmouth Rd Centerville MA 02632 None PC Unrestricted 150 Save The Bay 100 Save The Bay Drive Providence RI 02905 None PC Unrestricted 100 SouthCoast Community Foundation 128 Union Street 403 New Bedford MA 02740 None PC Unrestricted 150 MVY Radio 489 State Road PO Box 1420 West Tisbury MA 02575 None PC Unrestricted 250 National Marine Life Center 120 Main Street Bourne MA 02532 None PC Unrestricted 200 Providence Country Day School 660 Waterman Ave East Providence RI 02914 None PC Unrestricted 10500 Project Open Hand 730 Polk Street San Francisco CA 94109 None PC unrestricted 1500 Black Cat Holistic Rescue 8845 Glider Avenue Los Angeles CA 90045 None PC unrestricted 1500 Ambler Theater Inc 108 E Butler Ave Ambler PA 19002 None PC UNRESTRICTED 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109208 EXXON MOBIL 34446 42492 Weyerhaeuser 33838 41722 PROCTER & GAMBLE 29641 42350 JOHNSON & JOHNSON 39976 47022 ADOBE SYSTEMS 43893 95456 NOVARTIS AG SPONSORED ADR 20834 30291 GLACIER BANCORP Chevron Corp 31961 44301 Vanguard Intermediate Term Treasury 25041 25152 Apple Computer 143838 231036 Biogen Idec Inc Charles Schwab 76818 111043 Fiserv 29840 63099 NVIDIA Corp 6320 122319 Illinois Tool Works 23292 41125 McCormick & Co 34643 44473 Waters Corp 53235 90538 Fastenal Co 17909 51816 Nestle SA Adr 60339 69378 Novo-Nordisk A-S-A 11310 41380 Paypal Holdings Alphabet Inc Class A 43641 47495 Amazon.com 64645 106358 JP Morgan Core Bond 138048 139118 Estee Lauder Companies Gilead Sciences 25415 31837 Hormel Foods Corp Lazard Global Listed Infrastructure 70024 68873 Pepsico 61623 77277 Alps Alerian MLP ETF 20857 54341 Cohen & Steers Pref 93810 97175 GQG Partners Emerging Markets 32024 32061 Conestoga Small Cap 25000 34516 HCI Group Inc Hingham Institution Savings 18605 19440 Stock Yards 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