2024-11-01T09:02:17-07:00 2023-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2023-01-01 206934058 The Harbor Oaks Foundation HARB 5087481664 P O Box 576 Marion MA 02738 Lurline R Paulsen Trustee 2024-11-01 true true Joseph L McArdle Jr CPA P00146401 5087481611 2023 2024-10-15 13:58:12Z X 422565 X X 11128 11128 11128 -4288 11229 6840 11128 11128 2675 2675 2675 4672 4672 4672 273 238 238 35 42 7662 7585 7585 35 24000 24000 31662 7585 7585 24035 -24822 3543 3543 145517 131865 131865 1 1 249688 238519 290700 395206 370385 422565 1 1 X 395206 370384 395206 370384 395206 370385 395206 -24822 370384 370384 Long-term Reported P 2000-03-01 2023-03-01 10831 15517 -4686 -4686 Capital Gain Dividends 398 -4288 49 49 49 500 500 451 451 false false false false false false false false true MA true false false false false true N/A Baldwin Brothers LLC 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 Michael Armstrong 4833 NE 8th Ave Portland OR 97211 Trustee 0.00 0 Josh Carswell 94 Herrada Road Santa Fe NM 87508 Trustee 0.00 0 Lurline R Paulsen 4833 NE 8th Ave Portland OR 97211 Trustee 0.00 0 Cristy P Carswell 94 Herrada Road Santa Fe NM 87508 Trustee 0.00 0 NONE NONE 285981 143952 0 429933 0 429933 6449 423484 21174 21174 49 49 21125 21125 21125 24035 24035 21125 10655 10655 24035 0 21125 2910 13565 0 13565 10655 2910 Lurline R Paulsen PO Box 576 Marion MA 02738 5087481665 Letter requesting funds None None Lewis Clark Graduate School of Educ 0615 SW Palatine Hill Road Portland OR 97219 None PC Support TransActive Gender Project 2000 Tabor Academy 66 Spring Street Marion MA 02738 None PC Unrestricted 1000 Santa Fe Conservation Trust PO Box 23985 Santa Fe NM 87502 None PC Unrestricted 2000 Think New Mexico 1227 Paseo De Pralta Santa Fe NM 87501 None PC Unrestricted 1000 Do Good Multnomah 5830 NE Alameda Street Portland OR 97213 None PC Unrestricted 2500 Teaching Preschool Partners PO Box 12082 Portland OR 97212 None PC Annual Appeal Unrestricted 1000 Community Cycling Center 1700 Northeast Alberta Street Portland ME 04019 None PC Unrestricted 2000 Amigos Bravos 105-A Quesnel Street Taos NM 87571 None PC Unrestricted 1000 Sippican Lands Trust 354 Front Street Marion MA 02738 None PC Annual Appeal Unrestricted 1000 Wild Earth Guardians 516 Alto Street Santa FE NM 87501 None Public Unrestricted 1000 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 None PC In memory of Charles Paulsen 1000 Assistance Dogs of the West PO Box 31027 Santa Fe NM 87594 None PC Charitable 1000 Driven to Cure Inc 8601 georgia Ave Suite 2500 Silver Springs MD 20910 None PC Charitable 500 Garrett Memorial Chapel Trust 5251 Skyline Drive Penn Yan NY 14527 None PC Unrestricted 500 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 Santa Fe Children's Museum 1050 Old Pecos Trail Santa Fe NM 87505 None PC Unrestricted 1000 Friends of Trees 3117 NE ML King Jr Blvd Portland OR 97212 None PC Unrestricted 500 JOIN 1435 NE 81st Ave Ste 100 Portland OR 97213 None PC Unrestricted 1000 North by Northeast Community 714 NE Alberta St Porland OR 97211 None PC Unrestricted 1000 24000 14 11128 18 -4288 6840 6840 false false false false false false false false false false Benoit & McArdle 2675 2675 2675 0 Johnson & Johnson 9433 15674 Pepsico 6342 16984 Weyerhaeuser 5061 8345 Novartis A G Spon Adr 4839 10097 Waters Corp 2746 16462 Nestle S A Reg B 4037 11563 Alphabet Inc Class A 2085 5588 Analog Devices 23582 34748 Gilead Sciences, Inc. 2397 3240 Proctor & Gamble 14323 14654 Seacoast Banking Corp of Florida Charles Schwab Corp 17461 15480 Visa 4348 4947 ESG US Stock ETF-Vanguard 24151 25518 Glacier Bancorp Inc. Global Clean Energy ETF-iShares 24302 14714 Small Cap Value ETF-Vanguard 53085 62990 Solar ETF-Invesco 24250 13391 Amazon.com 10585 9116 Freeport-McMoran Copper & Gold Illinois Tool Works Inc 5226 6549 Sandoz Group 266 640 Office Expense 42 Rounding 1 ADR Fees 2 2 2 0 Baldwin Brothers Advisor Fees 4670 4670 4670 0 Commonwealth of Massachusetts 35 35 Foreign Taxes 238 238 238