2025-10-07T14:01:21-05:00 2024-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2024-01-01 874338202 THE ARISDINE KRIKORIAN AND FAMILY FOUNDATION ARIS 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 THOMAS F MAFFEI TRUSTEE 6175231635 2025-10-07 true false WAYNE R KURPIEL P00107798 6175231635 2025-10-07 2024 2025-03-06 01:10:19Z X 1160534 X 7587 7587 27173 27173 -6231 371554 0 0 28529 34760 0 0 0 0 0 0 2000 0 0 0 14925 14925 0 0 1084 181 0 0 0 0 0 0 0 13438 31447 15106 0 0 92500 92500 123947 15106 0 92500 -95418 19654 0 410508 106443 106443 0 0 0 100573 97551 100081 416636 607761 686594 256831 279772 267416 0 1184548 1091527 1160534 0 X 1184548 1091527 1184548 1091527 1184548 1091527 1184548 -95418 2397 1091527 0 1091527 25000. CHEVRON CORP NEW DTD 03/03/2017 2.895% 0 2021-08-09 2024-03-03 25000 26424 -1424 -1424 19980.02 FEDERATED HERMES CONSERVATV MCSHT INC 2021-09-24 2024-03-22 199600 200000 -400 -400 50000. UNITED STATES TREAS NTS DTD 11/30/2022 4 2023-01-18 2024-06-24 49820 50287 -467 -467 50000. UNITED STATES TREAS NTS DTD 11/30/2022 4 2023-01-18 2024-11-30 50000 50287 -287 -287 610. VANGUARD SHORT-TERM BOND ETF (MKT) 2021-03-02 2024-06-24 46733 50331 -3598 -3598 5. VERALTO CORP COM SHS 2022-08-04 2024-01-02 401 456 -55 -55 -6231 273 0 273 0 273 452 0 0 452 0 179 179 0 false false false false false false false true true MA true false false false false true WELCH & FORBES LLC 6175231635 45 SCHOOL STREET BOSTON MA BOSTON MA 021083204 false false false false false false false false false false false false false false false false false false false false false THOMAS F MAFFEI 11 MARMION ROAD MELROSE MA 02176 Trustee 3 0 RENEE M LANDERS 23 BERNARD RD WELLESLEY MA 02481 TRUSTEE 3 0 BETH A HENNESSEY 112 RUSSELL AVENUE WATERTOWN MA 02472 TRUSTEE 3 0 NONE 0 Welch & Forbes LLC 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 INVESTMENT MANAGEMEN 14925 Welch & Forbes LLC 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 TAX RETURN PREPARATI 2000 SCHOLARSHIP AMERICA INC 1 SCHOLARSHIP WAY ST PETER MN 56082 MANAGEMENT AND MARKE 12885 0 1066557 120872 0 1187429 0 0 1187429 17811 1169618 58481 58481 273 273 58208 0 58208 0 58208 92500 0 0 0 0 92500 58208 31479 0 0 0 0 0 0 0 92500 31479 0 0 58208 2813 0 0 2813 0 0 0 0 0 0 0 2813 0 0 0 0 2813 X SCHOLARSHIP AMERICA INC PO BOX 772514 DETROIT MI 48277 NONE 501 (C) (3) SCHOLARSHIP AWARD 92500 92500 14 7587 14 27173 18 -6231 28529 28529 false false false false false false false false false false TAX PREPARATION FEE 2000 BERKSHIRE HATHAWAY INC DTD 3/1 27355 24616 CHEVRON CORP DTD 3/3/17 MASTERCARD INC DTD 3/26/20 24699 23362 MCDONALDS CORP DTD 3/16/18 25149 24331 PEPSICO INC DTD 7/18/22 25736 23366 PFIZER INC SNR PIDI NTS 15/3/2 25209 23832 VISA INC SR GLBL NT DTD 12/14/ 27270 24716 ANHEUSER-BUSCH INBEV WLDW DTD 25074 24976 EOG RESOURCES INC DTD 1/14/201 24964 24875 NUCOR CORP DTD 5/23/22 24951 24797 COMCAST CORP DTD 5/9/2023 24689 24286 LOCKHEED MARTIN CORP DTD 5/25/ 24676 24259 APPLE INC 24845 37563 BALL CORP INC 10111 8269 BANK OF AMERICA CORP 9034 10988 CVS HEALTH CORP 8518 4489 CHEVRON CORP NEW 15498 14484 CISCO SYSTEMS INC 11985 14800 COMCAST CORP CL A 10460 9383 COSTCO WHOLESALR CORP 8847 13744 DANAHER CORP 8241 8034 EOG RESOURCES INC 10524 10419 HOME DEPOT 11808 13615 JP MORGAN CHASE & CO 8024 11986 JOHNSON & JOHNSON 9881 8677 MCCORMICK & CO IN NON VOTING 8453 8386 MCDONALDS CORP 10656 11596 MICROSOFT CORP 27246 31613 MOODYS CORP 8701 11834 NEXTERA ENERGY INC 13278 14338 NIKE INC CL B 9977 7567 PEPSICO INC 8546 7603 PROCTER & GAMBLE CO 7691 8383 ROPER TECHNOLOGIES INC 7057 7798 STARBUCKS CORP 8391 9125 TJX COS INC NEW 8133 12081 THERMO FISHER SCIENTIFIC INC 8537 7803 TRACTOR SUPPLY CO 7564 9286 VANGUARD FTSE DEVELOPTED MKTS 35357 35865 VISA INC COM CL A 8322 11061 ACCENTURE PLC A 10691 12313 MEDTRONIC PLC SHS 9029 7988 CHUBB LIMITED COM 7833 9670 CARLISLE COS INC 9696 11065 L3HARRIS TECHNOLOGIES 10610 10514 LINCOLN ELECTRIC 10430 9373 MERCK & CO INC 7563 6466 RTX CORP 10903 13308 SPDR S&P MIDCAP 400 12375 14240 SMITH A O CORP 9813 8526 LINDE PLC COM 10184 10467 ADOBE SYSTEMS INC 12411 11117 ALPHABET INC CAP STK CL C 19859 23805 AMAZON COM INC 18800 24133 AMERICAN WATER WORKS CO INC 12311 12449 AMERIPRISE FINANCIAL INC 8712 13311 EQUINIX INC 11839 14143 META PLATFORMS INC CL A 10430 14638 FISERV INC 10175 13352 ELI LILLY & CO 10590 11580 NVIDIA CORP 18975 33572 VERIZON COMM INC 7890 7998 VERTEX PHARM INC 10450 10067 WATSCO INC 10446 11847 XYLEM INC 10061 9862 VERALTO CORP VANGUARD SHORT TERM BOND ETF FEDERATED ADVISER HERMES CONS 97551 100081 OTHER NON-ALLOCABLE EXPENSE - 13420 0 0 FOREIGN TAXES ON NONQUALIFIED 18 0 0 DIVS. TAXED '23 REC. ON JANUARY 2024 1842 DIVS, TAXED IN 24, REC. JANUARY 2025 395 ACCOUNTING ADJUSTMENT 160 INVESTMENT MANAGEMENT FEES 14925 14925 FOREIGN TAXES 88 88 0 FEDERAL EXCISE TAX - PRIOR YR 451 0 0 FEDERAL ESTIMATED TAX 452 0 0 FOREIGN TAXES ON QUALIFIED FOR 75 75 0 FOREIGN TAXES ON NONQUALIFIED 18 18 0