2026-05-04T10:01:08-05:00 2025-12-31 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2025-01-01 046041027 TR UW MARY W B CURTIS RES CL CURT 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 NAOMI T DELASSANDRO TRUSTEE 6175231635 2026-04-28 true WAYNE R KURPIEL 6175231635 2026-04-28 2025 2025-03-06 01:10:19Z X 2985746 X 5492 5492 58699 58699 82742 202323 82742 0 146933 146933 0 0 0 0 0 3895 0 0 3895 2000 1800 0 200 29548 23638 5910 0 3852 1007 0 0 0 0 0 0 0 108 108 39403 26553 0 10005 121000 121000 160403 26553 0 131005 -13470 120380 0 104430 171216 171216 541 335 541 0 0 202795 130291 126993 732025 724137 2687537 0 1039585 1026185 2985746 0 X 1039585 1026185 1039585 1026185 1039585 1026185 1039585 -13470 70 1026185 0 1026185 200. ANSYS INC COM 2014-04-23 2025-07-18 79172 15106 64066 64066 1600. INTEL CORP 2010-02-03 2025-09-22 47569 31407 16162 16162 .98 SYNOPSYS INC 2025-07-18 2025-07-29 582 565 17 17 75000. U S TREASURY NOTE DTD 02/28/2018 2.75% 0 2023-10-16 2025-02-28 75000 72503 2497 2497 82742 1673 0 1673 0 1673 3048 0 0 3048 X 0 1375 1375 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 DANIEL R GORMAN C/O WELCH FORBES LLC 45 SCHOOL S BOSTON MA 02108 TRUSTEE 2 0 NAOMI T DALESSANDRO C/O WELCH FORBES LLC 45 SCHOOL S BOSTON MA 02108 TRUSTEE 2 0 NONE 0 NONE 0 2910785 522 0 2911307 0 0 2911307 43670 2867637 143382 143382 1673 1673 141709 0 141709 0 141709 131005 0 0 0 0 131005 141709 0 0 34621 15075 20934 15204 20479 106313 131005 0 0 0 131005 0 10704 10704 95609 0 0 0 0 0 0 23917 71692 15075 20934 15204 20479 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 ITALIAN HOME FOR CHILDREN INC 1125 CENTRE STREET JAMAICA PLAIN MA 021303445 NONE PC EDUCATION, CARE & TREATMENT 7500 WEST END HOUSE INC 105 ALLSTON STREET ALLSTON MA 02134 NONE PC UNRESTRICTED - GENERAL FUND 10000 AGASSIZ VILLAGE 9 VERNON STREET NORWOOD MA 017014784 NONE PC SUMMER CAMP - UNDESERVED 7500 BOY SCOUTS OF AMERICA 394 PLEASANTDALE RD RUTLAND MA 01543 NONE PC TRAINING BOYS & YOUNG MEN 7500 EVKIDS INC 218 ADAMS STREET DORCHESTER MA 02122 NONE PC TUTORING MENTORING PROGRAMS 7500 ARTISTS FOR HUMANITY INC 100 WEST SECOND STREET BOSTON MA 02127 NONE PC THE YOUTH ARTS ENTERPRISE 5000 BIKES NOT BOMBS INC 284 AMORY STREET JAMAICA PLAIN MA 02130 NONE PC UNRESTRICTED - GENERAL FUND 7500 PROJECT RIGHT 320A BLUE HILL AVE DORCHESTER MA 02121 NONE PC UNRESTRICTED - GENERAL FUND 5000 THE EPIPHANY SCHOOL INC 154 CENTRE STREET DORCHESTER CENTER MA 02124 NONE PC THE BROTHERHOOD PROGRAM 5000 CAMP STARFISH INC 636 GREAT ROAD SUITE 2 STOW MA 01775 NONE PC THE MARY W. B. CURTIS 10000 CODMAN ACADEMY FOUNDATION 637 WASHINGTON ST DORCHESTER MA 02124 NONE PC SUPPORT MISSION OF CODMAN 10000 BLESSED STEPHEN BELLESINI OSA ACADEMY INC 94 BRADFORD STREET LAWRENCE MA 01840 NONE PC TO SUPPORT ALUMNI SUPPORT 7500 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DR STE 4 CAMBRIDGE MA 02139 NONE PC GENERAL CHARITABLE PURPOSE 1000 WILDFLOWER INC 271 LINCOLN ST LEXINGTON MA 02421 NONE PC UNRESTICTED- GENERAL FUND 7500 ALL DORCHESTER SPORTS LEAGUE INC 1565 DORCHESTER AVE DORCHESTER MA 02122 NONE PC UNRESTRICTED - GENERAL FUND 5000 DOC WAYNE YOUTH SERVICES 418 COMMONWEALTH AVE BOSTON MA 02215 NONE PC UNRESTICTED- GENERAL FUND 5000 BRIDGE BOSTON FOUNDATION INC 435 WARREN ST ROXBURY MA 02119 NONE PC PROMOTE FINANCIAL WELLBEING 5000 HARLEM LACROSSE AND LEADERSHIP CO 8 W 126TH ST NEW YORK NY 10027 NONE PC UNRESTICTED- GENERAL FUND 7500 121000 14 5492 14 58699 18 82742 146933 146933 false false false false false false false false false false TAX PREPARATION FEE 2000 1800 200 700 SHS ABBOTT LABORATORIES 15518 87703 300 SHS AUTOMATIC DATA PROCESS 10198 77169 400 SHS ECOLAB INC 18432 105008 500 SHS EXXON MOBIL CORP 960 60170 1600 SHS INTEL CORP 400 SHS JPMORGAN CHASE & CO 16049 112777 400 SHS JOHNSON & JOHNSON 21220 82780 125 SHS ELI LILLY & CO 4129 134335 300 SHS MCDONALDS CORP 16522 91689 500 SHS MERCK & CO INC 11342 52630 550 SHS MICROSOFT CORP 16136 265991 600 SHS ORACLE CORP 19720 116946 600 SHS PAYCHEX INC 16309 67308 400 SHS PEPSICO INC 16012 57408 500 SHS PROCTER & GAMBLE CO 20452 71655 900 SHS RAYTHEON CO NEW 11434 165060 350 SHS STRYKER CORP 15439 123015 1000 SHS VERIZON COMMUNICATION 26981 40730 900 SHS ISHARES MSCI EMERGING 19426 49239 700 SHS ABBVIE INC COM 7200 68547 200 SHS ANSYS INC 1000 SHS ISHARES GOLD TRUST 22500 81170 400 SHS OMNICOM GROUP INC 28218 32300 600 SHS NOVARTIS AG 36978 82722 250 SHS BALL CORP 14590 13243 225 SHS WATSCO CORP 33505 75814 500 SHS CVS HEALTH CORPORATION 26565 39680 1000 SHS COMCAST CORP CLASS A 37110 29890 300 SHS STARBUCKS CORP 22644 25263 600 SHS TJX COS INC NEW 27714 92166 300 SHS CHUBB LIMITED COM 31143 93636 300 SHS GALLAGHER ARTHUR J & C 18730 64698 1000 SHS CISCO SYSTEMS INC 42250 77030 250 SHS OTIS WORLDWIDE CORP CO 1949 21838 67 SHS SYNOPSYS INC 38625 31471 200 SHS BROADCOM INC 31266 69220 200 SHS XYLEM INC 26871 27236 130291 126993 LEGAL FEES 3895 3895 OTHER NON-ALLOCABLE EXPENSE - 35 35 0 FOREIGN TAXES ON NONQUALIFIED 73 73 0 ROUNDING ADJUSTMENTS 70 INVESTMENT MANAGEMENT FEES 29548 23638 5910 FOREIGN TAXES 839 839 0 FEDERAL ESTIMATED TAX 2845 0 0 FOREIGN TAXES ON QUALIFIED FOR 95 95 0 FOREIGN TAXES ON NONQUALIFIED 73 73 0