2021-09-15T11:00:21-05:00 2020-12-31 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2020-01-01 046041027 TR UW MARY W B CURTIS RES CL CURT 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 CHARLES P CURTIS TRUSTEE 6175231635 2021-09-13 true WAYNE R KURPIEL 6175231635 2021-09-13 2020 2022-09-23 18:48:47Z X 2418610 X 38 38 58542 58542 0 53563 375176 53563 0 112143 112143 0 0 0 0 0 3000 0 0 3000 1800 1620 0 180 26424 21139 5285 0 980 980 0 0 0 0 0 0 0 35 32239 23739 0 8465 135000 135000 167239 23739 0 143465 -55096 88404 0 86987 133938 133938 0 0 0 1062471 961710 2284672 0 1149458 1095648 2418610 0 X 1149458 1095648 1149458 1095648 1149458 1095648 1149458 -55096 4217 1098579 2931 1095648 800. AFLAC INC 2002-09-23 2020-04-24 28730 11855 16875 16875 25000. EBAY INC NOTE DTD 10/28/2010 3.25% 10/15 2018-11-28 2020-07-23 25000 24973 27 27 2000. FIRST TRUST SHORT DURATION HIGH INC I 2014-04-23 2020-04-03 34980 41171 -6191 -6191 200. GILEAD SCIENCES INC 2014-04-23 2020-02-14 13405 15066 -1661 -1661 1500. IRON MTN INC COM 2005-05-25 2020-04-24 35488 24889 10599 10599 251. IRON MTN INC COM 2014-11-04 2020-04-24 5938 7901 -1963 -1963 100. JOHNSON & JOHNSON 2002-09-23 2020-03-24 11861 5305 6556 6556 1000. KAYNE ANDERSON MLP/MIDSTREAM INVESTMENT 2017-12-06 2020-03-24 3404 14323 -10919 -10919 100. LILLY ELI & CO 2009-09-10 2020-03-24 12316 3303 9013 9013 200. MERCK & CO INC 2009-04-21 2020-03-24 13778 4761 9017 9017 1000. NEWELL RUBBERMAID INC. 2009-01-29 2020-04-24 12730 8958 3772 3772 100. PEPSICO INC 2003-01-31 2020-03-24 11001 4003 6998 6998 800. QUALCOMM INC 2006-09-11 2020-04-24 60415 30410 30005 30005 200. RAYTHEON INC (NEW) PFD 2011-08-17 2020-03-24 24883 8533 16350 16350 .44 RAYTHEON TECHNOLOGIES CORP COM 2011-08-17 2020-04-09 30 8 22 22 500. SCHLUMBERGER LTD 2004-04-13 2020-04-24 8050 15552 -7502 -7502 1000. SERVICE PPTYS TR COM 2019-12-04 2020-03-24 5140 23071 -17931 -17931 1000. SERVICE PPTYS TR COM 2015-12-04 2020-03-24 5140 25942 -20802 -20802 1000. SUNCOR ENERGY INC 2005-01-12 2020-04-24 15710 16718 -1008 -1008 1000. TORONTO DOMINION BANK ONTARIO NEW 2010-02-03 2020-04-24 38619 29755 8864 8864 120. ALCON INC ORD SHS 2016-11-21 2020-02-14 7486 5116 2370 2370 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 CAPITAL GAIN DIVIDENDS P 1072 53563 1229 0 1229 0 1229 1210 0 29 1239 0 10 10 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 2104649 130340 0 2234989 0 0 2234989 33525 2201464 110073 110073 1229 1229 108844 0 108844 0 108844 143465 0 0 0 0 143465 0 143465 108844 0 0 23721 18664 22626 15429 11725 92165 143465 0 0 0 108844 34621 0 0 126786 0 0 0 0 0 0 23721 103065 18664 22626 15429 11725 34621 OLIVER SPALDING 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 YOUNG MAN WITH A PLAN 885 RIVER ST HYDE PARK MA 02136 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 WEST END HOUSE INC 105 ALLSTON STREET ALLSTON MA 02134 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 CAPE COD & ISLANDS COUNCIL INC BOY SCOUTS OF AMERICA 247 WILLOW STREET YARMOUTH PORT MA 02675 NONE PUBLIC CHARITY THE SCOUT REACH PROGRAM 5000 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 NONE PUBLIC CHARITY BOYS PARTICIPATING IN YOUTH 5000 TUTORING PLUS OF CAMBRIDGE INC 225 WINDSOR STREET CAMBRIDGE MA 021391913 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 THOMPSON ISLAND OUTWARD BOUND 5 DRYDOCK AVE STE 11 BOSTON MA 02210 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 ZUMIX INC 260 SUMNER STREET EAST BOSTON MA 02128 NONE PUBLIC CHARITY UNSTRUCTED - GENERAL FUND 5000 ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 BIKES NOT BOMBS INC 284 AMORY STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 ADOLESCENT CONSULTATION SERVICES INC 189 CAMBRIDGE STREET CAMBRIDGE MA 021411206 NONE PUBLIC CHARITY TRAINING BOYS & YOUNG MEN 5000 PROJECT RIGHT 320A BLUE HILL AVE DORCHESTER MA 02121 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 THE BOTTOM LINE INC 500 AMORY ST STE 3 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 EPIPHANY SCHOOL 154 CENTRE ST DORCHESTER MA 02124 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 SILVER LINING MENTORING INC 727 ATLANTIC AVE BOSTON MA 02111 NONE PUBLIC CHARITY THE SILVER LINING MENTORING 5000 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DR STE 4 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 826 BOSTON INC 3035 WASHINGTON STREET ROXBURY MA 02119 NONE PUBLIC CHARITY SUPPORT AFTER SCHOOL 5000 WHEATOC INC 1865 COLUMBUS AVE ROXBURY MA 02119 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 AFRICAN AND AMERICAN FRIENDSHIP INC 4258 WASHINGTON ST STE 11 ROSLINDALE MA 02131 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 ALL DORCHESTER SPORTS LEAGUE INC 1565 DOSCHESTER AVE DORCHESTER MA 02122 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE PUBLIC CHARITY TO SUPPORT MENTOR PROGRAMS 5000 CHELSEA COLLABORATIVE INC 318 BROADWAY CHELSEA MA 02150 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 FRIENDS OF ST STEPHEN'S YOUTH PROGRAM 419 SHAWMUT AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 BOSTON MISSIONARY BAPTIST 336 DUDLEY STREET BOSTON MA 02119 NONE PUBLIC CHARITY GENREAL CHARITABLE PURPOSE 5000 THE BASE (BOSTON ASTROS BASEBALL CLUB INCORPORATED) 150 SHIRLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY UNRESTRICTED - GENERAL FUND 5000 IMMIGRANT FAMILY SERVICES INSTITUTE 575 AMERICAN LEGION HWY HYDE PARK MA 02131 NONE PUBLIC CHARITY TO SUPPORT AFTER-SCHOOL AND 5000 FRIENDS OF THE CHILDREN -BOSTON INC 555 AMORY ST STE 17 JAMACIA PLAIN MA 02130 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSE 5000 135000 14 38 14 58542 18 53563 112143 112143 false false false false false false false false false false TAX PREPARATION FEE 1800 1620 180 AFLAC INC AT&T INC 30706 34512 ABBOTT LABORATORIES 15518 76643 AUTOMATIC DATA PROCESSING INC 17229 88100 ECOLAB INC 18432 86544 EXXON MOBIL CORP 960 20610 INTEL CORP 31407 79712 IRON MOUNTAIN JPMORGAN CHASE & CO 18342 50828 JOHNSON & JOHNSON 21220 62952 ELI LILLY & CO 9909 50652 MCDONALDS CORP 16522 64374 MERCK & CO INC 19044 65440 MICROSOFT CORP 20622 155694 NEWELL RUBBERMAID INC ORACLE CORP 19720 38814 PAYCHEX INC 32618 111816 PEPSICO INC 16012 59320 PROCTER & GAMBLE CO 20452 69570 QUALCOMM INC RAYTHEON CO NEW 16757 85812 SCHLUMBERGER LTD STRYKER CORP 17644 98016 UNITED TECHNOLOGIES CORP VERIZON COMMUNICATIONS INC 26981 58750 SUNCOR ENERGY INC TORONTO DOMINION BANK ONTARIO ISHARES MSCI EMERGING MARKETS 19426 46503 ABBVIE INC COM 16827 75005 WELLS FARGO & CO NEW PFD 5.2% 39781 52360 ANSYS INC 15106 72760 GILEAD SCIENCES INC FIRST TRUST SHORT DURATION H ISHARES GOLD TRUST 22500 36260 OMNICOM GROUP INC 28218 24948 KAYNE ANDERSON MLP INVESTMENT NOVARTIS AG 36998 56658 ISHARES US PREFERRED STOCK (MK 76759 77020 EBAY INC NOTE DTD 10/28/2010 3 UNITED HEATH GROUP INC ST 24903 26205 WALGREENS BOOT ALLIANCE INC SR 24692 25520 SERVICE PPTYS TR COM BALL CORP 14590 23295 WATSCO CORP 44673 67965 CVS HEALTH CORPORATION 26565 34150 BRISTOL-MYERS SQUIBB 13991 18609 ALCON INC COMCAST CORP CLASS A 37110 52400 STARBUCKS CORP 22644 32094 TJX COS INC NEW 27714 40974 CHUBB LIMITED COM 31143 46176 GALLAGHER ARTHUR J & CO 22476 37113 CISCO SYSTEMS INC 42250 44750 CARRIER GLOBAL CORPORATION 1300 18860 OTIS WORLDWIDE CORP COM 1949 16888 LEGAL FEES - PRINCIPAL (ALLOCA 3000 3000 IRON MOUNTAIN PRIOR PERIOD CORRECTION 1113 KAYNE ANDERSON PRIOR PERIOD CORRECTION 1440 SERVICE PPTYS PRIOR PERIOD CORRECTION 378 MA PC FILING FEES 35 0 0 AT&T PRIOR PERIOD CORRECTION 4217 INVESTMENT MANAGEMENT FEES 26424 21139 5285 FOREIGN TAXES 866 866 0 FOREIGN TAXES ON QUALIFIED FOR 82 82 0 FOREIGN TAXES ON NONQUALIFIED 32 32 0