2024-01-09T06:35:22-08:00 2022-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2022-01-01 814060929 The Quarterdeck Foundation QUAR 5087481665 PO Box 576 Marion MA 02738 Eric Strand Trustee 2023-12-05 true Eric Strand 999009999 true James N Benoit CPA P01282269 5087481611 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 1853867 X X 38291 38291 38291 -62980 566273 -24689 38291 38291 2575 2575 2575 20169 20169 20169 15297 549 549 250 58 58 58 38099 23351 23351 250 219050 219050 257149 23351 23351 219300 -281838 14940 14940 262462 31782 31782 417000 417000 1460042 991884 1405085 1722504 1440666 1853867 0 X 1722504 1440666 1722504 1440666 1722504 1440666 1722504 -281838 1440666 1440666 Short Term Reported P 2022-05-13 2022-10-11 178006 197723 -19717 -19717 Long term Reported P 2021-02-04 2022-10-11 306487 370969 -64482 -64482 450 IBM Corp P 1973-06-08 2022-02-09 62055 26 62029 62029 300 The Coca-Cola Co P 2017-12-12 2022-02-09 18336 14531 3805 3805 Capital Gain Dividends 1389 -16976 -19717 208 208 208 11200 11200 10992 10992 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 2028167 244046 0 2272213 0 2272213 34083 2238130 111907 111907 208 208 111699 111699 111699 219300 219300 111699 44086 102110 79360 82474 422323 730353 219300 0 111699 107601 837954 0 44086 793868 102110 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 Southcoast Health Philanthopy Dept 101 Page Street New Bedford MA 02740 None PC Tobey Hospital Emergency Center Campaign Fund 5000 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 $20,000 Towards Annual Giving Fund 20000 Lloyd Center for the Environment 430 Potomska Road Dartmouth MA 02748 None PC Unrestricted 150 Sweet Briar College PO Box 1057 Sweet Briar VA 24595 None PC $100,000 - Turf Field, $1,200 Unrestricted - Sweet Briar Fund 101200 Marion Art Center Inc 80 Pleasant Street Marion MA 02738 None PC $7,000 Annual Giving Fund, $10,000 to support Executive Director Salary, $1,000 to support Cocktails by the Sea campaign, $2,000 support membership to the museum 20000 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 250 Duke University 305 Teer Engineering Building Durham NC 27708 None PC $1,500 Pratt Annual Fund School of Engineering, $2,000 to Pratt School of Engineering - Webb Quasi Fund 3500 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 1200 St Gabriel's Episcopal Church PO Box 545 Marion MA 02738 None PC Unrestricted - 2022 Pledge 30000 The Fessenden School 250 Waltham St West Newton MA 02465 None PC Educational via Annual Fessenden Fund 1200 Greenwich Academy 200 North Maple Avenue Greenwich CT 06830 None PC Unrestricted - Annual Fund 1200 St Lawrence University 23 Romoda Drive Canton NY 13617 None PC Educational via St. Lawrence Fund 1200 University of Vermont Foundation Grasse Mount 411 Main St Burlington VT 05401 None PC Educational - UVM Fund 1000 Thompson Island Outward Bound Educa Dev Office PO Box 127 Boston MA 02127 None PC $12,500 Educational & $12,500 Educational,3rd & 4th of 4 year commitment 25000 Friends of Jack Foundation PO Box 419 Mattapoisett MA 02739 None PC Unrestricted - Annual Giving Fund 1000 Friends of Marion COA Inc PO Box 937 Marion MA 02748 None PC Unrestricted 250 University of Kansas PO Box 928 Lawrence KS 66044 None PC KU Endowment to support Watkins-Berger Scholarship Fund 1000 The Matthews House 400 S Link Ln Fort Collins CO 80524 None PC Unrestricted 650 C Thomas Clagett Jr Memorial Regatt 231 Indian Ave Portsmouth RI 02871 None PC Clagett Memorial Clinic & Regatta to support sailors with disabilities 1000 YWCA 1101 Market Street Harrisburg PA 17103 NONE PC UNRESTRICTED 650 SOLA - School of Leadership Afghani 75 State Street Suite 100 Boston MA 02109 NONE PC ANNUAL GIVING FUND 1000 219050 14 38291 18 -62980 -24689 -24689 false false false false false false false false false false Benoit & McArdle, P.C. 2575 2575 2575 0 1800 Shs IBM 138090 190202 100 Shs Adobe Systems 14277 33653 100 Shs Biogen Idec Inc 375 Shs Charles Schwab Corp 15446 31223 400 Shs Church & Dwight 300 Shs Cincinnati Financial Corp 21330 30717 400 Shs Exxon Mobil 31692 44120 400 Shs Gilead Sciences Inc 25735 34340 300 Shs McCormick & Co., Inc. 28835 45590 1000 Shs Wells Fargo 5.5% Pfd 300 Shs Weyerhaeuser Co. 15 Shs Alphabet Inc. CL A 15605 26469 20 Shs Amazon.com Inc 28325 33600 350 Shs Apple Computer 14958 45476 250 Shs Chevron Texaco 30534 44873 571.089 Shs Conestoga Small Cap 30025 34362 9778.779 Shs Dodge & Cox Income Fd 300 Shs Edwards Lifesciences 14021 22383 125 Shs Estee Lauder Cos. 17096 31014 500 Shs Fastenal Co 14684 23660 900 Shs Hormel Foods Corp 28303 36440 100 Shs Illinois Tool Works 14490 22030 125 Shs IPG Photonics Corp 34 Shs Johnson & Johnson 4143 6006 400 Shs Novartis Ag 26219 36288 225 Shs PayPal Holdings 16981 16025 150 Shs Pepsico 16488 27099 200 Shs Procter & Gamble 15958 30312 50 Shs Roper Technologies 35160 43209 925 Shs Stock Yard Bancorp 32779 60107 7217.584 Shs Vanguard ST Investment Gr 75 Shs Balchem Corp 25562 30528 9890 Shs Cohen & Steers Pref S 50 Shs Hingham Inst. for Svgs 9805 13798 350 Shs Nvidia Corp 12460 51149 452 Shs S & P Small Cap 68283 71778 262 Shs Franco Nevada 35167 35758 596 Shs Seacost Bank 17111 18589 1844 Shs iShares Gold ETF 60076 63784 125 Shs Resmed Inc 24293 26016 61 Shs Okta Inc 562 Shs Nadaq Cybersecurity ETF 23982 21755 1200 Shs Coca Cola 43591 57249 1218 Shs Alerian MLP ETF 19867 46369 2633.495 Virtus Emerging Markets Oppty 503 Shs Freeport-McMoran Cooper & Gold 20513 19114 Office Expense - checks 58 58 58 American Research & Mgmnt. Co. - Advisor 15550 15550 15550 0 Baldwin Brothers, LLC. - Advisor 4619 4619 4619 0 Foreign Taxes 549 549 549 Massachusetts Office of Attorney General 250 250 Net Investment Income Tax 14498