2023-05-08T11:00:40-05:00 2022-12-31 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2022-01-01 046041027 TR UW MARY W B CURTIS RES CL CURT 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 CHARLES P CURTIS TRUSTEE 6175231635 2023-04-25 true false WAYNE R KURPIEL 6175231635 2023-04-25 2022 2023-04-26 12:10:37Z X 2389961 X 2018 2018 55408 55408 98828 191804 98828 0 156254 156254 0 0 0 0 0 5000 0 0 5000 1800 1620 0 180 27043 21634 5409 0 1031 1031 0 0 0 0 0 0 0 35 35 34909 24320 0 10589 127500 127500 162409 24320 0 138089 -6155 131934 0 489 489 71264 157596 157596 0 0 0 927156 834180 2231876 0 998420 992265 2389961 0 X 998420 992265 998420 992265 998420 992265 998420 -6155 0 992265 0 992265 100. AUTOMATIC DATA PROCESSING INC 2004-04-28 2022-03-30 22353 3516 18837 18837 100. LILLY ELI & CO 2009-09-10 2022-03-30 29043 3303 25740 25740 300. MERCK & CO INC 2009-04-21 2022-03-30 24507 6805 17702 17702 600. PAYCHEX INC 2008-10-21 2022-03-30 78241 16309 61932 61932 130. PAYPAL HLDGS INC COM 2021-10-28 2022-12-05 9508 30815 -21307 -21307 . PFIZER INC 2022-10-20 54 54 54 25000. UNITEDHEALTH GROUP INC SR GLBL NT DTD 07/23/2015 3.35% 07/15/20 2018-11-28 2022-07-15 25000 24903 97 97 .3 WARNER BROS DISCOVERY INC COM SER A 2010-02-03 2022-04-27 7 8 -1 -1 290. WARNER BROS DISCOVERY INC COM SER A 2010-02-03 2022-12-15 2915 7317 -4402 -4402 . AIG CLASS ACTION 2022-08-05 176 176 176 98828 1834 0 1834 0 1834 620 0 0 620 0 1214 0 0 false false false false false false false true true MA true false false false false true WELCH & FORBES LLC 6175231635 45 SCHOOL ST BOSTON MA BOSTON MA 02108 false false false false false false false false false false false false false false false false false false false false false OLIVER A SPALDING C/O WELCH FORBES LLC 45 SCHOOL S BOSTON MA 02108 TRUSTEE 2 0 CHARLES P CURTIS C/O WELCH FORBES LLC 45 SCHOOL S BOSTON MA 02108 TRUSTEE 2 0 NONE 0 NONE 0 2400007 16004 0 2416011 0 0 2416011 36240 2379771 118989 118989 1834 1834 117155 0 117155 0 117155 138089 0 0 0 0 138089 117155 0 0 22626 15429 11725 34621 15075 99476 138089 0 0 0 117155 20934 0 0 120410 0 0 0 0 0 0 22626 97784 15429 11725 34621 15075 20934 NAOMI T DALESSANDRO 45 SCHOOL ST 5TH FL C/O WELCH FOR BOSTON MA 02108 6175231635 NONE NONE CORPORATIONS DEVOTED TO TRAINING BOYS & YOUNG MEN IN GOOD CITIZENSHIP CARROLL CENTER FOR THE BLIND 770 CENTRE ST NEWTON MA 02458 NONE PUBLIC CHARITY ALL CHARITABLE PURPOSES 7000 EV KIDS INC 218 ADAMS ST DORCHESTER MA 02122 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 10000 MORE THAN WORDS 56 FELTON ST WALTHAM MA 02453 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 6000 ZUMIX INC 260 SUMNER ST EAST BOSTON MA 02128 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 CAMP STARFISH 636 GREAT RD STE 2 STOWE MA 01775 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 10000 BLESSED STEPHEN BELLESININ OSA ACADEMY 94 BRADFORD ST LAWERENCE MA 01840 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 10000 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DR STE 4 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 6000 COHEN CAMPS 888 WORCESTER ST 350 WELLESLEY MA 02482 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 10000 SPORTSMEN TENNIS & ENRICHMENT CENTER 950 BLUEHILL AVENUE DORCHESTER CENTER MA 02124 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 DOC WAYNE YOUTH SERVICES 418 COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 6000 HARLEM LACROSSE AND LEADERSHIP CO 8 W 126TH ST NEW YORK NY 10027 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 10000 THE BASE 150 SHIRLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 HOMEWORK AND HOOPS 9 PUSAN ROAD FRAMINGHAM MA 01702 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 BOSTON CHILDREN'S CHORUS 20 OLD COLONY AVE FLOOR 2 BOSTON MA 02127 NONE PUBLIC CHARITY UNRESTICTED- GENERAL FUND 7500 WILDFLOWER INC 271 LINCOLN ST LEXINGTON MA 02421 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 127500 14 2018 14 55408 18 98828 156254 156254 false false false false false false false false false false TAX PREPARATION FEE 1800 1620 180 1200 SHS AT&T INC 23382 22092 700 SHS ABBOTT LABORATORIES 15518 76853 400 SHS AUTOMATIC DATA PROCESS 13713 95544 400 SHS ECOLAB INC 18432 58224 500 SHS EXXON MOBIL CORP 960 55150 1600 SHS INTEL CORP 31407 42288 400 SHS JPMORGAN CHASE & CO 18342 53640 400 SHS JOHNSON & JOHNSON 21220 70660 200 SHS ELI LILLY & CO 6606 73168 300 SHS MCDONALDS CORP 16522 79059 500 SHS MERCK & CO INC 11342 55475 700 SHS MICROSOFT CORP 20622 167874 600 SHS ORACLE CORP 19720 49044 600 SHS PAYCHEX INC 16309 69336 400 SHS PEPSICO INC 16012 72264 500 SHS PROCTER & GAMBLE CO 20452 75780 1200 SHS RAYTHEON CO NEW 16757 121104 400 SHS STRYKER CORP 17644 97796 1000 SHS VERIZON COMMUNICATION 26981 39400 900 SHS ISHARES MSCI EMERGING 19426 34110 700 SHS ABBVIE INC COM 16827 113127 200 SHS ANSYS INC 15106 48318 1000 SHS ISHARES GOLD TRUST 22500 34590 400 SHS OMNICOM GROUP INC 28218 32628 600 SHS NOVARTIS AG 36998 54432 2000 SHS ISHARES US PREFERRED 76759 61060 UNITED HEALTH GROUP INC ST 250 SHS BALL CORP 14590 12785 300 SHS WATSCO CORP 44673 74820 500 SHS CVS HEALTH CORPORATION 26565 46595 300 SHS BRISTOL-MYERS SQUIBB 13991 21585 1000 SHS COMCAST CORP CLASS A 37110 34970 300 SHS STARBUCKS CORP 22644 29760 600 SHS TJX COS INC NEW 27714 47760 300 SHS CHUBB LIMITED COM 31143 66180 300 SHS GALLAGHER ARTHUR J & C 22476 56562 1000 SHS CISCO SYSTEMS INC 42250 47640 500 SHS CARRIER GLOBAL CORPORA 1300 20625 250 SHS OTIS WORLDWIDE CORP CO 1949 19578 PAYPAL HOLDINGS INC COM LEGAL FEES - PRINCIPAL (ALLOCA 5000 5000 MA PC FILING FEE 35 35 0 INVESTMENT MANAGEMENT FEES 27043 21634 5409 FOREIGN TAXES 698 698 0 FOREIGN TAXES ON QUALIFIED FOR 156 156 0 FOREIGN TAXES ON NONQUALIFIED 177 177 0