2025-10-29T16:19:14-04:00 2024-12-31 384332472 BEACON ADVISORS 240 WAREHAM RD MARION MA 02738 990PF 2024-01-01 206934058 THE HARBOR OAKS FOUNDATION HARB 5087480800 P O BOX 576 MARION MA 02738 LURLINE R PAULSEN TRUSTEE 5087480800 2025-10-29 true JOSEPH L MCARDLE JR CPA P00146401 5087481611 2025-10-29 2024 2025-03-06 01:10:19Z X 391360 X X 153 153 153 10175 10175 10175 11544 67026 11544 21872 21872 10328 2275 2275 2275 4660 4660 4660 816 281 281 35 3 3 3 7754 7219 7219 35 38000 38000 45754 7219 7219 38035 -23882 14653 3109 131865 163465 163465 1 1 238519 183037 227895 370385 346503 391360 1 1 1 1 X 370384 346502 370384 346502 370385 346503 370384 -23882 346502 346502 LONG TERM REPORTED P 2000-02-01 2024-02-01 66800 55482 11318 11318 11544 204 204 204 451 451 247 247 false false false false false false false true true MA true false false false false true N/A BALDWIN WEALTH PARTNERS 5087480800 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 MICHAEL ARMSTRONG 4833 NE 8TH AVE PORTLAND OR 97211 TRUSTEE 000.00 0 0 0 JOSH CARSWELL 94 HERRADA ROAD SANTA FE NM 87508 TRUSTEE 000.00 0 0 0 LURLINE R PAULSEN 4833 NE 8TH AVE PORTLAND OR 97211 TRUSTEE 000.00 0 0 0 CRISTY P CARSWELL 94 HERRADA ROAD SANTA FE NM 87508 TRUSTEE 000.00 0 0 0 NONE NONE N/A 256898 165965 0 422863 422863 6343 416520 20826 20826 204 204 20622 20622 20622 38035 38035 20622 10655 2910 13565 38035 20622 17413 30978 0 30978 10655 2910 17413 LURLINE R PAULSEN PO BOX 576 MARION MA 02738 5087480800 LETTER REQUESTING FUNDS NONE NONE COMMUNITY CYCLING CENTER 1700 NORTHEAST ALBERTA ST PORTLAND ME 04019 NONE PC UNRESTRICTED 2500 BUZZARDS BAY MUSICFEST INC PO BOX 443 MARION MA 02738 NONE PC UNRESTRICTED 2000 DRIVEN TO CURE INC 8601 GEORGIA AVE SUITE 2500 SILVER SPRINGS MD 20910 NONE PC UNRESTRICTED 500 GARRETT MEMORIAL CHAPEL TRUST 5251 SKYLINE DR BLUFF POINT NY 14478 NONE PC UNRESTRICTED 500 SANTA FE CHILDREN'S MUSEUM 1010 OLD PECOS TRAIL SANTA FE NM 87505 NONE PC UNRESTRICTED 1000 COOKING WITH KIDS INC PO BOX 6113 SANTA FE NM 87502 NONE PC UNRESTRICTED 1000 COMMONWEAL CONSERVANCY 117 N GUADALUPE ST C SANTA FE NM 87501 NONE PC UNRESTRICTED 2000 AMIGOS BRAVOS 105-A QUESNEL ST TAOS NM 87571 NONE PC UNRESTRICTED 1000 SANTA FE CONSERVATION TRUST PO BOX 23985 SANTA FE NM 87502 NONE PC UNRESTRICTED 5000 WILD EARTH GUARDIANS 516 ALTO STREET SANTA FE NM 87571 NONE PC UNRESTRICTED 5000 THINK NEW MEXICO 1227 PASEO DE PRALTA SANTA FE NM 87501 NONE PC UNRESTRICTED 1000 ASSISTANCE DOGS OF THE WEST PO BOX 31027 SANTA FE NM 87594 NONE PC UNSTRICTED 1000 SIPPICAN LANDS TRUST 173 SPRING ST MARION MA 02738 NONE PC UNRESTRICTED 1000 COMMUNITY CYCLING CENTER 1700 NORTHEAST ALBERTA ST PORTLAND ME 04019 NONE PC UNRESTRICTED 500 DO GOOD MULTNOMAH 5830 NE ALAMEDA ST PORTLAND OR 97213 NONE PC UNRESTRICTED 2500 LEWIS & CLARK GRADUATE SCHOOL 0615 SW PALATINE HILL RD PORTLAND OR 97219 NONE PC UNRESTRICTED 2000 FRIENDS OF TREES 3117 NE ML KING JR BLVD PORTLAND OR 97212 NONE PC UNRESTRICTED 500 NORTH BY NORTHEAST COMMUNITY 714 NE ALBERTA ST PORTLAND OR 97211 NONE PC UNRESTRICTED 1000 JOIN 1435 NE 81ST AVE STE 100 PORTLAND OR 97213 NONE PC UNRESTRICTED 1000 TEACHING PRESCHOOL PARTNERS PO BOX 12082 PORTLAND OR 97212 NONE PC UNRESTRICTED 1000 IMMIGRANT AND REFUGEE COMUNITY ORGANIZATION 10301 NE GILSAN ST PORTLAND OR 97220 NONE PC UNRESTRICTED 5000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTOGOMERY AL 36104 NONE PC UNRESTRICTED 1000 38000 14 153 14 10175 18 11544 21872 21872 false false false false false false false false false false TAX PREP 2275 2275 2275 BALDWIN WEALTH PARTNERS 183037 227895 EXPENSES ADR FEES 3 3 3 ROUNDING 1 1 INVESTMENT ADVISORY FEES 4660 4660 4660 FOREIGN TAXES 281 281 281 INTERNAL REVENUE SERVICE 500 MASSACHUSETTS FORM PC 35 35