2025-10-28T10:06:49-04:00 2024-12-31 384332472 BEACON ADVISORS 240 WAREHAM RD MARION MA 02738 990PF 2024-01-01 046691809 VAN SLOUN FOUNDATION C/O BALDWIN BROTHERS LLC VANS 5087480800 PO BOX 576 MARION MA 02738 JOSEPH VAN SLOUN EXECUTIVE DIREC 5087480800 2025-10-22 true JOSEPH L MCARDLE JR CPA P00146401 5087481611 2025-10-22 2024 2025-03-06 01:10:19Z X 33361226 X 9239570 1739 1739 1739 491560 491560 491560 100000 100000 100000 82681 132833 1768527 756295 9965702 1349594 593299 40000 40000 4975 4975 4975 101211 101211 101211 28980 7480 7480 500 17319 17319 17319 12634 13370 1045 1045 218489 132030 132030 40500 1211000 1211000 1429489 132030 132030 1251500 8536213 1217564 461269 2 2606680 1077333 1077333 71 2269 14149941 27445893 27445893 1185868 808796 394391 377072 4838000 17151083 28902569 33361226 0 X 17151083 28902569 17151083 28902569 17151083 28902569 17151083 8536213 3215273 28902569 28902569 LONG TERM REPORTED CHARLES SCHWAB D 2022-01-01 2024-01-01 1577918 791274 786644 786644 SHORT TERM REPORTED CHARLES SCHWAB P 2024-01-01 2024-01-02 155962 185652 -29690 -29690 500 SHS ALTRIA GROUP P 2019-02-24 2024-06-27 22734 25721 -2987 -2987 240 SHS WEYERHAEUSER P 2019-02-24 2024-06-27 6755 6461 294 294 ISHARES GOLD TRUST P 2019-02-24 2024-06-27 2198 2198 35 SHS SANDOZ P 2019-02-24 2024-06-27 1279 926 353 353 756295 -29690 16924 16924 16924 13981 20000 33981 17057 17057 false false false false false false false true true MA true false false false false true N/A JOSEPH VAN SLOUN 5087480800 3527 JIDANA LANE MINNETONKA MN 55345 false false false false false false false false false false false false false false false false false false false false JOSEPH VAN SLOUN 3527 JIDANA LANE MINNETONKA MN 55345 EXECUTIVE DI 10.00 40000 0 0 NONE NONE N/A 22254534 2089970 4838000 29182504 29182504 437738 28744766 1437238 1437238 16924 16924 1420314 1420314 1420314 1251500 1251500 1420314 88604 5109 93713 1251500 1251500 93713 93713 75101 JOSEPH VAN SLOUN 3527 JIDANA LANE MINNETONKA MN 55345 9529386088 LETTER REQUESTING FUNDS WITH INTENDED USE NONE NONE UNIVERSITY OF MASSACHUSETTS AMHERST 300 MASSACHUSETTS AVE AMHERST MA 01003 NONE PC UNRESTRICTED 1000 PAUL SMITH'S COLLEGE 777 NY-30 PAUL SMITHS NY 12970 NONE PC UNRESTRICTED 2000 UNIVERSITY OF MINNESOTA TWIN CITIES 271 19TH AVE S MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 1000 UNIVERSITY OF KENTUCKY 344 S MARTIN LUTHER KING LEXINGTON KY 40506 NONE PC UNRESTRICTED 1000 FAXON ANIMAL CARE & ADOPTION CENTER 474 DURFEE ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 5000 FAXON ANIMAL CARE & ADOPTION CENTER 474 DURFEE ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 10000 DANA HALL SCHOOL 45 DANA RD WELLESLEY MA 02482 NONE PC UNRESTRICTED 1750 BOWDOIN COLLEGE 255 MAINE ST BRUNSWICK ME 04011 NONE PC UNRESTRICTED 2500 COMMUNITY NURSE HOME CARE 62 CENTER ST FAIRHAVEN MA 02719 NONE PC UNRESTRICTED 250 TABOR ACADEMY 226 FRONT STREET MARION MA 02738 NONE PC UNRESTRICTED 500 UNIVERSITY OF VERMONT 149 UNIVERSITY PLACE BURLINGTON VT 05405 NONE PC UNRESTRICTED 1000 SOUTH COAST HARVEST FESTIVAL 200 PINE HILL RD WESTPORT MA 02790 NONE PC UNRESTRICTED 5000 ALLEN'S NECK FRIENDS MEETING 739 HORSENECK RD DARTMOUTH MA 02748 NONE PC UNRESTRICTED 10000 FAXON ANIMAL CARE & ADOPTION CENTER 474 DURFEE ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 12000 MINNESOTA LANDSCAPE ARBORETUM 3675 ARBORETUM DR CHASKA MN 55318 NONE PC UNRESTRICTED 3000 MINNESOTA STATE HORTICUTLURAL 1935 COUNTY ROAD B2 W125 ROSEVILLE MN 55113 NONE PC UNRESTRICTED 2000 BLITHEWOLD INC 101 FERRY RD BRISTOL RI 02809 UNRESTRICTED 20000 MINNESOTA LANDSCAPE ARBORETUM 3675 ARBORETUM DR CHASKA MN 55318 NONE PC UNRESTRICTED 40000 MONTANA STATE UNIV ALUMNI FOUN 1501 S 11TH AVE BOZEMAN MT 59715 NONE PC UNRESTRICTED 5000 CONNECTICUT COLLEGE 270 MOHEGAN AVE PKWY NEW LONDON CT 06320 NONE PC UNRESTRICTED 10000 GREAT RIVER GREENING 251 STARKEY ST 200 ST PAUL MN 55107 NONE PC UNRESTRICTED 10000 MARIE SELBY BOTANICAL GARDENS 1534 MOUND STREET SARASOTA FL 34236 NONE PC UNRESTRICTED 10000 LLOYD CENTER FOR THE ENVIORNMENT 430 POTOMSKA RD SOUTH DARTMOUTH MA 02748 NONE PC UNRESTRICTED 8000 DUCKS UNLIMTED INC 1 WATERFOWL WAY MEMPHIS TN 38120 NONE PC UNRESTRICTED 15000 MASS AUDUBON 208 S GREAT ROAD LINCOLN MA 01773 NONE PC UNRESTRICTED 20000 WESTPORT RIVER WATERSHED ALLIANCE 493 OLD COUNTY RD WESTPORT MA 02790 UNRESTRICTED 7000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 24000 CLINIC FOR THE REHABILITATION 251 STARKEY ST 2200 ST PAUL MN 55107 NONE PC UNRESTRICTED 10000 AUDUBON MINNESOTA 2355 HIGHWAY 36 WEST 400 ROSEVILLE MN 55113 NONE PC UNRESTRICTED 17500 NATIONAL EAGLE CENTER 50 PEMBROKE AVE WABASHA MN 55981 NONE PC UNRESTRICTED 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 10000 COMMONWEALTH OF MASSACHUESETTS C/O DIVISION OF MARINE FISHERIES 836 S RODNEY FRENCH BLVD NEW BEDFORD MA 02744 NONE SHARK AWARENESS 15000 NATIONAL MARINE LIFE CENTER 120 MAIN ST BUZZARDS BAY MA 02532 NONE PC UNRESTRICTED 15000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 21000 ALICE LLOYD COLLEGE 100 PURPOSE RD PIPPA PASSES KY 41844 NONE PC UNRESTRICTED 55000 BEREA COLLEGE 101 CHESTNUT ST BEREA KY 40403 NONE PC UNRESTRICTED 20000 FRIENDS ACADEMY 1088 TUCKER RD NORTH DARTMOUTH MA 02747 NONE PC UNRESTRICTED 10000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 NONE PC UNRESTRICTED 19700 NEW BEDFORD STAR KIDS 1213 PURCHASE ST 208 NEW BEDFORD MA 02740 NONE PC UNRESTRICTED 20000 NAVITY PREPATORY SCHOOL 1515 LINDEN ST WILMINGTON DE 19805 NONE PC UNRESTRICTED 25000 OUR SISTERS' SCHOOL 145 BROWNELL AVE NEW BEDFORD MA 02740 NONE PC UNRESTRICTED 25000 EVKIDS 218 ADAMS ST BOSTON MA 02122 NONE PC UNRESTRICTED 5000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 20000 SOUTHCOAST COMMUNITY FOUNDATION 350 UNION ST NEW BEDFORD MA 02740 NONE PC UNRESTRICTED 50000 COGGESHALL FARM MUSEUM 1 COLT DR BRISTOL RI 02809 NONE PC UNRESTRICTED 5000 FALL RIVER HISTORICAL SOCIETY 451 ROCK ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 15000 THE SAN MIGUEL SCHOOL 525 BRANCH AVE PROVIDENCE RI 02904 NONE PC UNRESTRICTED 10000 AMERICAN INDIAN MOVEMENT 1113 E FRANKLIN AVE 103 MINNEAPOLIS MN 55404 NONE PC UNRESTRICTED 10000 FAMILY SERVICE OF RHODE ISLAND 134 THURBERS AVE 102 PROVIDENCE RI 02905 NONE PC UNRESTRICTED 8000 FRED HUTCHINSON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 98109 NONE PC UNRESTRICTED 60000 FRONTIER NURSING UNIVERSITY 2050 LEXINGTON RD VERSAILLES KY 40383 NONE PC UNRESTRICTED 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 30000 MEETING STREET 1000 EDY STREET 4739 PROVIDENCE RI 02905 NONE PC UNRESTRICTED 10000 BRIGHAM & WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 NONE PC UNRESTRICTED 12000 EASTERSEALS SOUTHWEST FLORIDA 350 BRADEN AVE SARASOTA FL 34243 NONE PC UNRESTRICTED 20000 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVE 200 MANHATTAN BEACH CA 90266 NONE PC UNRESTRICTED 10000 CAMP SUNSHINE 35 ACADIA RD CASCO ME 04015 NONE PC UNRESTRICTED 10000 THE FAMILY PANTRY- DAMIEN'S PLACE 242 MARION RD WAREHAM MA 02571 NONE PC UNRESTRICTED 20000 OPEN ARMS OF MINNESOTA 2500 BLOOMINGTON AVE MINNEAPOLIS MN 55404 NONE PC UNRESTRICTED 5000 ICA FOOD SHELF 11588 K-TEL DR MINNETONKA MN 55343 NONE PC UNRESTRICTED 5000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC UNRESTRICTED 5000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 NONE PC UNRESTRICTED 5000 SHELTERBOX USA PO BOX 5055 SANTA BARBARA CA 93150 NONE PC UNRESTRICTED 5000 ANIMAL RESCUE LEAGUE OF FALL RIVER 474 DURFEE ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 20000 FAIRHAVEN ANIMAL SHELTER 200 BRIDGE ST FAIRHAVEN MA 02719 NONE PC UNRESTRICTED 5000 FAIRHAVEN POLICE K9 ACCOUNT 1 BRYANT LN FAIRHAVEN MA 02719 NONE PC UNRESTRICTED 5000 DOGS INC 4210 77TH ST E PALMETTO FL 34221 NONE PC UNRESTRICTED 10000 AMERICA'S VETDOGS 371 MIDDLE COUNTY RD SMITHTOWN NY 11787 NONE PC UNRESTRICTED 24000 CUMMINGS SCHOOL OF VETERINARY 200 WESTBORO RD NORTH GRAFTON MA 01536 NONE PC UNRESTRICTED 10000 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK ST 500 MINNEAPOLIS MN 55455 NONE PC UNRESTRICTED 56800 TRUSTEES UNIVERSITY OF PENNSYLVANIA PO BOX A85541 PHILADELPHIA PA 19178 NONE PC UNRESTRICTED 175000 NEW ENGLAND AQUARIUM 1 CENTRAL WHARF BOSTON MA 02110 NONE PC UNRESTRICTED 5000 AMERICAN FRIENDS OF THE UNIVERSITY 500 FIFTH AVE 32ND FLOOR NEW YORK NY 10110 NONE PC UNRESTRICTED 15000 TABOR ACADEMY 226 FRONT ST MARION MA 02738 NONE PC UNRESTRICTED 5000 FAIRHAVEN ANIMAL SHELTER 200 BRIDGE ST FAIRHAVEN MA 02719 NONE PC UNRESTRICTED 5000 CAN DO CANINES 9440 SCIENCE CENTER DR NEW HOPE MN 55428 NONE PC UNRESTRICTED 3000 MIGIZI 1845 E LAKE ST MINNEAPOLIS MN 55407 NONE PC UNRESTRICTED 2000 BABY RHINO RESCUE 1744 DEERHILL TRAIL TOPANGA CA 90290 NONE PC UNRESTRICTED 2000 MIGIZI 1845 E LAKE ST MINNEAPOLIS MN 55407 NONE PC UNRESTRICTED 2000 NATIONAL PARKS OF LAKE SUPERIOR 420 SUMMIT AVE ST PAUL MN 55102 NONE PC UNRESTRICTED 1000 BENTLEY UNIVERSITY 175 FOREST ST WALTHAM MA 02452 NONE PC UNRESTRICTED 1000 CARE RING 601 E 5TH ST SUITE 140 CHARLOTTE NC 28202 NONE PC UNRESTRICTED 1000 NAMI NEW HAMPSHIRE 85 N STATE ST CONCORD NH 03301 NONE PC UNRESTRICTED 1000 PREVENT CHILD ABUSE NORTH CAROLINA 3000 AERIAL CENTER PKWY MORRISVILLE NC 27560 NONE PC UNRESTRICTED 1000 TABOR ACADEMY 226 FRONT ST MARION MA 02738 1000 PC UNRESTRICTED 1000 FAXON ANIMAL CARE & ADOPTION CENTER 474 DURFEE ST FALL RIVER MA 02720 NONE PC UNRESTRICTED 10000 1211000 14 1739 14 491560 16 82681 18 132833 708813 708813 false false false false false false false false false false X X 1 NEIL VAN SLOUN REVOCABLE TRUST 3527 JIDANA LANE MINNETONKA MN 55345 4295259 X X 2 SYLVIA VAN SLOUN REVOCABLE TRUST 3527 JINANA LANE MINNETONKA MN 55345 4944311 X X 1 PUBLICLY TRADED STOCK 3758055 2024-06-24 2 PUBLICLY TRADED SECURITIES 4088565 2024-06-24 TAX PREP 4975 4975 4975 BUILDING NURSERY 1988-12-15 6600 6600 200DB 10.0000 BUILDING 60X80 1992-01-01 80000 78634 S/L 31.5000 1366 1366 1366 BUILDING DARTMOOR FARM 2001-01-01 180000 150277 S/L 27.5000 6545 6545 6545 GREENHOUSE PARADISE DRIVE 2001-09-20 209157 169543 S/L 27.5000 7606 7606 7606 DUCT WORK 1989-04-15 2300 2300 S/L 31.5000 ELECTRICAL 1989-04-15 5913 5913 S/L 31.5000 HEATER 1989-04-15 725 725 S/L 31.5000 SEPTIC SYSTEM 1989-04-15 6867 6867 S/L 31.5000 FLOORING 1989-04-15 1695 1695 S/L 31.5000 DUCT WORK 1989-03-15 360 350 S/L 31.5000 LIGHTING 1989-04-01 2584 2584 200DB 5.0000 CABINETS 1989-04-01 1352 1352 S/L 31.5000 LAND DRIFT ROAD 1992-01-01 30000 LAND DARTMOOR 2001-01-01 240000 LAND PARADISE DRIVE 2001-09-20 35000 MORTON BUILDING 1989-04-15 16800 16800 S/L 31.5000 MORTON BUILDING 1991-12-16 11600 11423 S/L 31.5000 MORTON BUILDING 1992-10-21 38220 37856 S/L 31.5000 364 364 364 MORTON BUILDING 36X24 1994-04-04 23250 17083 S/L 39.0000 596 596 596 MORTON BUILDING 1998-03-01 32845 20875 S/L 39.0000 842 842 842 MORTON BUILDING 150X60 2002-04-12 169600 169600 150DB 20.0000 MORTON BUILDING DARTMOOR 2003-02-10 91000 91000 200DB 5.0000 VARIOUS SECURITIES BALDWIN WEALTH 27445893 27445893 880868 808796 72072 305000 305000 4838000 EXPENSES TECHNOLOGY 10700 INSURANCE 1625 ADR FEES 1045 1045 1045 UNREALIZED GAINS 3215273 INVESTMENT ADVISORY FEES 101211 101211 101211 FOREIGN TAXES 7480 7480 7480 COMMONWEALTH OF MA 500 500 UNITED STATES TREASURY 21000