2024-01-09T06:42:47-08:00 2022-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2022-01-01 043448695 The Ludes Family Foundation LUDE 5087481665 PO Box 417 Marion MA 02738 Sharon J Giblin Trustee 2023-12-22 true Sharon J Giblin 999009999 true James N Benoit CPA P01282269 5087481611 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 2358172 X X 39715 39715 39715 -53642 359848 -13927 39715 39715 3625 3625 3625 27985 27985 27985 1850 1448 35 58 58 58 33518 33116 31668 35 127000 127000 160518 33116 31668 127035 -174445 6599 8047 78389 83991 83991 211000 211000 1364611 973564 2063181 1443000 1268555 2358172 0 X 1443000 1268555 1443000 1268555 1443000 1268555 1443000 -174445 1268555 1268555 Short Term Reported P 2022-04-15 2022-09-28 4722 18035 -13313 -13313 Long term Reported P 2018-09-06 2022-10-11 303737 387889 -84152 -84152 100 Church & Dwight P 2005-10-18 2022-09-20 7573 867 6706 6706 100 Paychex Inc P 2010-10-29 2022-09-20 11994 2777 9217 9217 100 Waters Corp P 2005-07-08 2022-09-20 28428 3922 24506 24506 Capital Gain Dividends 3394 -53642 -13313 92 92 92 2000 2000 1908 1908 false false false false false false false true true MA true false false false false true N/A BALDWIN BROTHERS INC 5087481665 145 FRONT STREET 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 John Ludes 57 Water Street Marion MA 02738 Trustee 0.00 0 Doris Ludes 57 Water Street Marion MA 02738 Trustee 0.00 0 Sharon J Giblin 11 Hiller St PO Box 389 Marion MA 02738 Trustee 0.00 0 Greg H Ludes 30 Beach Hill Rd PO Box 822 New Castle NH 03854 Trustee 0.00 0 John T Ludes Jr 36 Anchorage Court Bristol RI 02809 Trustee 0.00 0 Laura J Ludes 30 Beach Hill Rd PO Box 822 New Castle NH 03854 Executive Dir. 0.00 0 NONE NONE 2369520 149881 0 2519401 0 2519401 37791 2481610 124081 124081 92 92 123989 123989 123989 127035 127035 123989 44537 127035 44537 0 82498 41491 JOHN LUDES 57 WATER STREET Marion MA 02738 5087481665 LETTER NONE NONE AMERICARES 88 Hamilton Avenue Stamford CT 06913 NONE Public Unrestricted 3000 AMERICAN RED CROSS PO BOX 4002018 Des Moines IA 50340 NONE Public Unrestricted $2,000, Relief efforsts for Ukraine and or Poland $1,000 3000 SAVE THE CHILDREN 54 Wilton Road PO Box 950 Westport CT 06881 NONE Public Unrestricted 5000 NEW BEDFORD SYMPHONY ORCHESTRA 488 Pleasant St New Bedford MA 02740 NONE Public UNRESTRICTED 500 TABOR ACADEMY Front Street Marion MA 02738 NONE Public TO BE USED FOR THE TABORY ACADEMY ANNUAL FUND 1000 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 500 SALVATION ARMY - Eastern Territory 640 MAIN STREET WORCESTER MA 01608 NONE Public UNRESTRICTED for the New Bedford, MA branch 1000 Zeiterion Performing Arts Center 684 Purchase St New Bedford MA 02740 NONE Public UNRESTRICTED 1000 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 1000 SIPPICAN HISTORICAL SOCIETY 27 Main Street MArion MA 02738 NONE Public UNRESTRICTED 500 MARION ART CENTER 80 Pleasant Street Marion MA 02738 NONE Public UNRESTRICTED 500 Community Nurse and Hospice Care 62 Center St Fairhaven MA 02719 None Public UNRESTRICTED 1000 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 1000 HEIFER INTERNATIONAL PO BOX 1692 MERRIFIELD VA 22116 None Public UNRESTRICTED 1000 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 2000 St Gabriel's Episcopal Church 124 Front Street Marion MA 02738 None Public Support benefit concert for Ukraine 1000 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 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 None Public Unrestricted 500 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 $4,000, Support Common Ground Project $1,000 5000 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 500 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 2000 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 Ocean Conservancy 1300 19th Street NW 8th Floor Washington DC 20036 None PC UNRESTRICTED 500 Sippican Lands Trust PO Box 848 Marion MA 02738 None PC UNRESTRICTED 1000 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 The Family Pantry-Damien's Place PO Box 111 Fairhaven MA 02719 None PC UNRESTRICTED 1000 St Jude Childrens Research Hospital 501 St Jude Place Memphis TN 38105 None PC For Denison University's Tri Delta fundraising 2000 Shriners Hospitals for Children 2900 Rocky Point Drive Tampa FL 33607 None PC UNRESTRICTED 1000 New Bedford Star Kids ScholarshipPr PO Box 50494 New Bedford MA 02745 None PC Schloarship Program 1000 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 1000 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 2000 The Greater Boston Food Bank 70 S Bay Ave Boston MA 02118 None PC UNRESTRICTED 1000 Neediest Families Fund 25 Elm Street New Bedford MA 02740 None PC Unrestricted 2500 Friends of Jack Foundation PO Box 419 Mattapoisett MA 02739 None PC Unrestricted 500 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 Denison University 100 West College Street Granville OH 43023 None PC UNRESTRICTED 500 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 26 Madbury Rd Durham NH 03824 None PC Unrestricted 750 Mattapoisett Community Sailing Asso PO Box 947 Mattapoisett MA 02739 NONE PC UNRESRICTED 500 Marion Natural History Museum PO Box 644 Marion MA 02738 NONE PC Modular Wall on casters & small Semi Circular dsiplay $2,500, Unrestricted $500 3000 Team Impact 500 Victory Road Quincy MA 02171 NONE PC Boston Marathon Fundraising efforts 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 Razom Inc 140 2nd Avenue Suite 305 New York NY 10003 NONE PC UNRESTRICTED 1000 American Farmland Trust 1150 Connecticut NW Avenue Washington DC 20036 NONE PC UNRESTRICTED 500 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 $1,000 2000 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 PAUS Fund Town of Marion - Police Dept Marion MA 02738 NONE PC UNRESRICTED FOR PAUS FUND 500 127000 14 39715 3394 -57036 43109 -57036 -13927 false false false false false false false false false false Benoit & McArdle, P.C. 3625 3625 3625 0 ANALOG DEVICES 13979 82015 EXXON-MOBIL 25446 71695 FISERV 7212 65696 Biogen Idec Inc 27362 27692 FORTUNE BRANDS INNOVATIONS INC 9493 31411 JOHNSON & JOHNSON 17257 70660 PROCTER & GAMBLE 18131 75780 Weyerhaeuser Co 21376 44640 PEPSICO 14919 54198 TRANSCANADA 20840 39860 ADOBE SYSTEMS 5919 58893 CHURCH & DWIGHT 2602 24183 ILLINOIS TOOL WORKS 16341 88120 NOVARTIS AG SPONSORED ADR 24024 49896 WATERS CORPORATION 9216 85645 CHEVRON CORP 40556 98720 J G BOSWELL 59034 86000 COHEN & STEERS PREF S PAYCHEX 13883 57780 AMAZON.COM INC 28268 33600 DODGE & COX INCOME FUND CHARLES SCHWAB CORP 23275 83260 US BANCORP 6.5% PFD ALPHABET INC CL A 20805 35292 Gilead Sciences 19405 25755 McCormick & Co 15408 33156 APPLE COMPUTER 21351 64965 CONESTOGA SMALL CAP 25025 27341 DELAWARE EMERGING MRKTS ESTEE LAUDER COMPANIES 34121 62028 HORMEL FOODS CORP 23208 30746 IPG PHOTONICS CORP PAYPAL HOLDINGS INC 15166 14244 STOCK YARDS BANCORP 23210 42237 ALERIAN MLP ETF 33422 77967 BALCHEM CORP 20323 24422 GLACIER BANCORP 21903 27181 HINGHAM INST FOR SVGS 24497 34495 NVIDIA CORP 14189 58456 Franco Nevada Corp 50807 51726 iShares Gold trust ETF 84348 89554 Seacoast Banking Corp of FL 24269 26823 OKTA INC ROPER TECHNOLOGIES 27047 28086 VANGUARD SMALL CAP VALUE 49938 52086 MASTERBRAND INC 1602 4153 FREEPORT-MCMORAN COPPER & GOLD 24387 22724 Office Expense - checks 58 58 58 American Research & Management - Advisor 15720 15720 15720 0 Baldwin Brothers, LLC - Advisor Fees 4765 4765 4765 0 Consultant 7500 7500 7500 0 Commonwealth of Mass. 35 35 Foreign Taxes 1448 1448 Net investment Income Tax 367