2024-11-07T11:13:49-08:00 2023-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2023-01-01 043448695 The Ludes Family Foundation LUDE 5087481665 PO Box 417 Marion MA 02738 Sharon J Giblin Trustee 2024-11-07 true true Joseph L McArdle Jr CPA P00146401 5087481611 2023 2024-10-15 13:58:12Z X 2471680 X X 49439 49439 49439 128453 485674 129951 177892 179390 49439 3875 3875 3875 27416 27416 27416 1598 1598 68 68 68 32957 32957 31359 0 129490 129490 162447 32957 31359 129490 15445 146433 18080 83991 52482 52482 211000 105000 105000 973564 1126518 2314198 1268555 1284000 2471680 0 X 1268555 1284000 1268555 1284000 1268555 1284000 1268555 15445 1284000 1284000 138 Chevron Corp P 2007-02-09 2023-02-07 23938 10176 13762 13762 107 Exxon Mobil P 2000-06-02 2023-02-10 12585 4377 8208 8208 Long term Reported P 2018-03-29 2023-05-09 326443 295006 31437 31437 300 Church & Dwight Co. P 2005-10-18 2023-12-07 28167 2602 25565 25565 205 MasterBrand Inc D 1991-11-07 2023-10-25 2249 89 2160 2160 110 Sandoz Group AG P 1991-01-17 2023-10-25 3138 1256 1882 1882 1000 TC Energy Corp P 1991-01-17 2023-12-07 38045 20839 17206 17206 1440 Weyerhaeuser Co. 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129490 41491 0 87999 29454 JOHN LUDES 57 WATER STREET Marion MA 02738 5087481665 LETTER NONE NONE AMERICARES 88 Hamilton Avenue Stamford CT 06913 NONE Public Unrestricted 500 AMERICAN RED CROSS PO BOX 4002018 Des Moines IA 50340 NONE Public Unrestricted 2000 SAVE THE CHILDREN 501 Kings Highway East Suite 400 Fairfield CT 06825 NONE Public Unrestricted 5000 NEW BEDFORD SYMPHONY ORCHESTRA 488 Pleasant St New Bedford MA 02740 NONE Public UNRESTRICTED 2000 TABOR ACADEMY Front Street Marion MA 02738 NONE Public TO BE USED FOR THE TABORY ACADEMY ANNUAL FUND 2000 DOCTORS WITHOUT BORDERS PO Box 5023 HAGERSTOWN MD 21741 NONE Public Unrestricted 5000 ALMA del MAR CHARTER SCHOOL 26 Madeira Avenue New Bedford MA 02746 NONE Public UNRESTRICTED 5000 SMILE TRAIN 245 Fifth Avenue - Suite 2201 New York NY 10016 NONE Public UNRESTRICTED 1000 JOSLIN DIABETES CENTER PO BOX 55112 BOSTON MA 02205 NONE Public UNRESTRICTED 1000 SALVATION ARMY - Eastern Territory 440 West Nyack Road West Nyack NY 10994 NONE Public UNRESTRICTED for the New Bedford, MA branch 1000 Zeiterion Theatre 684 Purchase St New Bedford MA 02740 NONE Public UNRESTRICTED 1500 Community Boating Center 1641 Padanaram Ave New Bedford MA 02740 NONE Public UNRESTRICTED 500 ELIZABETH TABER LIBRARY 8 Spring Street Marion MA 02738 NONE Public Unrestricted 1500 SIPPICAN HISTORICAL SOCIETY 27 Main Street MArion MA 02738 NONE Public UNRESTRICTED 1000 MARION ART CENTER 80 Pleasant Street Marion MA 02738 NONE Public UNRESTRICTED 1000 Community Nurse and Home Care 62 Center St Fairhaven MA 02719 None Public UNRESTRICTED 1500 Lahey Hospital Medical Center 41 Mall Road Burlington MA 01805 None Public UNRESTRICTED 1000 Our Sisters' School PO Box 7269 New Bedford MA 02740 None PRVT Unrestricted 6000 The Marion Institute Inc 202 Spring Street Marion MA 02738 None Public Unrestricted 1500 HEIFER INTERNATIONAL PO BOX 1692 MERRIFIELD VA 22116 None Public UNRESTRICTED 500 NATIVITY PREPARATION SCHOOL OF NEW 66 SPRING STREET NEW BEDFORD MA 02740 None Public UNRESTRICTED 8000 SPECIAL OLYMPICS MASSACHUSETTS PO BOX 322 HATHORNE MA 01937 None Public UNRESTRICTED 1000 SIPPICAN PROJECT GROW 16 SPRING STREET MARION MA 02738 None Public UNRESTRICTED 500 The East Bay Food Pantry Thrift Sho 532 Wood Street Bristol RI 02809 None Public Unrestricted 1000 St Gabriel's Episcopal Church 124 Front Street Marion MA 02738 None Public Unresricted $1,490,Pilgrimage $2,500 3990 TKE EDUCATION FOUNDATION 7439 Woodland Drive Indianapolis IN 46278 None Public UNRESTRICTED 1000 NEW GENERATION INC 568 PORTMOUTH AVENUE GREENLAND NH 03840 None Public UNRESTRICTED 1000 The Chase Home for Children 698 Middle Road Portsmouth NH 03801 None Public UNRESTRICTED 1000 Tenacity Inc 38 Everett Street Boston MA 02134 None PC Unrestricted 500 Buzzards Bay Habitat for Humanity PO Box 1584 Mattapoisett MA 02739 None PC Unrestricted 1000 WGBH Leadership Circle One Guest Street Boston MA 02135 None Public Radio & Television Programming 1000 Buzzards Bay Musicfest Inc PO Box 443 Marion MA 02738 None Public Unrestricted 1000 Mercy Ships PO Box 1930 Lindale TX 75771 None Public Unrestricted 5500 New Bedford Whaling Museum 18 Johnny Cake Hill New Bedford MA 02740 None Public Unrestricted $2,000 2000 Southcoast Health System-Tobey Hosp 43 High Street Wareham MA 02571 None PUBLIC ER Renovations 15000 University of Illinois PO Box 3429 Champaign IL 61826 None Public Excellance in Physics Fund 1000 UNICEF 125 Maiden Lane 11th Floor New York NY 10038 None Public Unrestricted 500 Gather - Portmouth's Food Bank 210 West Road Suite 3 Portsmouth NH 03801 None PC Unrestricted 1000 Waterorg 117 West 20th Street Suite 203 Kansas City MO 64108 None PC UNRESTRICTED 500 Cure for Alzheimer's Fund 34 Washington St Suite 200 Wellesley Hills MA 02481 None PC UNRESTRICTED 500 Sippican Lands Trust PO Box 848 Marion MA 02738 None PC The Hoff Property Fund 2000 Environmental Defense Fund 257 Park Avenue South New York NY 10010 None PC UNRESTRICTED 1000 YMCA Southcoast 128 Union Street Suite 304 New Bedford MA 02738 None PC UNRESTRICTED - Annual Campaign 1000 Damien's Family Food Pantry PO Box 730 East Wareham MA 02538 None PC UNRESTRICTED 1500 St Jude Childrens Research Hospital 501 St Jude Place Memphis TN 38105 None PC For Denison University's Tri Delta fundraising 1000 Shriners Hospitals for Children 2900 Rocky Point Drive Tampa FL 33607 None PC UNRESTRICTED 2000 New Bedford Star Kids ScholarshipPr PO Box 50494 New Bedford MA 02745 None PC Schloarship Program 1500 DISCOVERY LANGUAGE ACADEMY 128 Union St Suite 300 New Bedford MA 02740 None PC SMART Classrooms 1000 RainForest Trust PO Box 841 Warrenton VA 20188 None PC UNRESTRICTED 500 Cross Roads House 600 Lafayette Road Portsmouth NH 03801 None PC UNRESTRICTED 1000 Friends of Marion COA PO Box 937 Marion MA 02738 None PC UNRESTRICTED 3000 The Greater Boston Food Bank 70 S Bay Ave Boston MA 02118 None PC UNRESTRICTED 1500 Dana Farber Cancer Institute PO Box 849168 Boston MA 02284 None PC $500 Heather Walker Glioblastoma Fund 500 Gary Sinise Foundation PO Box 368 Woodland Hills CA 91365 None PC Unrestricted 1000 Friends of Jack Foundation PO Box 419 Mattapoisett MA 02739 None PC Unrestricted 1000 Northern Illinois University Founda PO Box 746 Dekalb IL 60115 None PC Student Emergency Fund $1,000, Scholar Mentor Program in Marketing $2,500 3500 USO PO Box 96860 Washingon DC 20090 None PC Unrestricted 500 Women's Fund SouthCoast 65 Williams Street New Bedford MA 02740 None PC Unrestricted 500 OPL Charities 1000 Market Street 300 Portsmouth NH 03801 None PC Unrestricted 750 Ronald McDonald House Charities 110 North Carpenter Street Chicago IL 60607 None PC Unrestricted 1000 Boston Globe Santa 39B Teed Drive Randolph MA 02368 None PC Unrestricted 1000 New England Life Flight 150 Hanscom Drive Bedford MA 01730 None PC Unrestricted 500 Sigma Beta Alumni Association PO Box 2187 Columbus GA 31902 None PC Unrestricted 750 Marion Natural History Museum PO Box 644 Marion MA 02738 NONE PC Unrestricted 1000 Paralyzed Veterans of America 801 Eighteenth St NW Washington DC 20006 NONE PC UNRESRICTED 500 Pine Street Inn 444 Harrison Avenue Boston MA 02118 NONE PC UNRESTRICTED 1000 American Farmland Trust 1150 Connecticut NW Avenue Washington DC 20036 NONE PC UNRESTRICTED 1000 Coast Guard Foundation 394 Taugwonk Road Stonington CT 06378 NONE PC UNRESTRICTED 500 Boston Medical Center 801 Massachusetts Ave 1st Floor Boston MA 02118 NONE PC For Pediatric Pain Clinic 1000 World Central Kitchen 200 Massachusetts Ave NW 7th Flr Washington DC 20001 NONE PC UNRESTRICTED $1,000, Support relief efforts in Ukraine $1,500 2500 Greater Seacoast Community Health 146 Lafayette Rd Seabrook NH 03874 NONE PC UNRESTRICTED 1000 Unbound 1 Elmwood Avenue Kansas City KS 66103 NONE PC UNRESTRICTED 1000 Rhode Island Kids Count One Union Street Providence RI 02903 NONE PC UNRESRICTED 1000 Gifts to Give 4 Slocum St Acushnet MA 02743 NONE PC UNRESTRICTED 500 Horizons for Homeless Children 1785 Columbus Avenue Roxbury MA 02119 None PC Unrestricted 500 Whale and Dolphin Conservation Inc 7 Nelson Street Plymouth MA 02360 None PC Unrestricted 500 New England Disabled Sports PO Box 26 Lincoln NH 03251 None PC Unrestricted 1000 Wolfe's Neck Center 184 Burnett Road Freeport ME 04032 None PC Unrestricted 1000 129490 14 49439 18 128453 177892 177892 false false false false false false false false false false Benoit & McArdle, P.C. 3875 3875 3875 0 ANALOG DEVICES 13979 99280 EXXON-MOBIL 21069 54289 FISERV 7212 86346 Biogen Idec Inc FORTUNE BRANDS INNOVATIONS INC 9508 41877 JOHNSON & JOHNSON 17257 62696 PROCTER & GAMBLE 18131 73270 Weyerhaeuser Co PEPSICO 14919 50952 TRANSCANADA ADOBE SYSTEMS 5919 104405 CHURCH & DWIGHT ILLINOIS TOOL WORKS 16341 104776 NOVARTIS AG SPONSORED ADR 22768 55534 WATERS CORPORATION 9216 82308 CHEVRON CORP 30380 61454 J G BOSWELL 59034 61000 COHEN & STEERS PREF S 29922 31441 PAYCHEX 13883 59555 AMAZON.COM INC 57728 91164 iSHARES TIPS BOND ETF 49494 49875 CHARLES SCHWAB CORP 23275 68800 NEXTERA ENERGY INC 45181 45555 ALPHABET INC CL A 67902 103371 Gilead Sciences McCormick & Co 15408 27368 APPLE COMPUTER 21351 96265 CONESTOGA SMALL CAP 25025 33153 JPMORGAN CHASE & CO 38330 41675 ESTEE LAUDER COMPANIES HORMEL FOODS CORP GQG PARTNERS EMERGING MARKETS EQ. 53024 53101 PAYPAL HOLDINGS INC STOCK YARDS BANCORP ALERIAN MLP ETF 25238 65821 BALCHEM CORP GLACIER BANCORP HINGHAM INST FOR SVGS 24497 24300 NVIDIA CORP 11529 160947 Franco Nevada Corp iShares Gold trust ETF 84348 101049 Seacoast Banking Corp of FL JPMORGAN CORE BOND I 90048 91189 ROPER TECHNOLOGIES 27047 35436 VANGUARD SMALL CAP VALUE 49938 59030 MASTERBRAND INC FREEPORT-MCMORAN COPPER & GOLD SHERWIN WILLIAMS CO 20398 21833 VANGUARD ITERM TERM TRSY 22361 22601 VISA INC 47604 51289 WASTE MANAGEMENT INC 37254 41193 Office Expense - checks 68 68 68 Baldwin Wealth Partners - Advisor Fees 19916 19916 19916 0 Consultant 7500 7500 7500 0 Foreign Taxes 1598 1598