2026-05-04T08:01:06-05:00 2025-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2025-01-01 046013050 STEPHEN D AND SUSAN W PAINE FOUNDATION PAIN 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 LISA N MINGOLLA TRUSTEE 6175231635 2026-04-29 true WAYNE R KURPIEL P00107798 6175231635 2026-04-29 2025 2025-03-06 01:10:19Z X 191987 X 974 974 3454 3454 11889 28976 11889 0 16317 16317 0 0 0 0 0 4479 0 0 4479 1900 0 0 1900 1061 1061 0 0 930 0 0 0 0 0 0 0 35 35 8405 1061 0 6414 29100 29100 37505 1061 0 35514 -21188 15256 0 25269 14363 14363 0 0 0 25000 25000 24344 101090 90808 153280 0 151359 130171 191987 0 X 151359 130171 151359 130171 151359 130171 151359 -21188 0 130171 0 130171 8. ALPHABET INC SR CAP STK CL A 2014-03-18 2025-12-03 2560 240 2320 2320 10. ALPHABET INC SR CAP STK CL A 2014-03-18 2025-12-08 3188 300 2888 2888 2. AMAZON.COM 2019-03-06 2025-12-03 465 168 297 297 5. AMAZON.COM 2019-03-06 2025-12-08 1145 419 726 726 5. AMERICAN EXPRESS CO 2017-08-03 2025-12-03 1829 431 1398 1398 43. BALL CORP COM 2020-06-05 2025-06-06 2311 3224 -913 -913 10. BANK OF AMERICA CORPORATION 2020-06-05 2025-12-03 537 287 250 250 15. BANK OF AMERICA CORPORATION 2020-06-05 2025-12-08 802 430 372 372 32. CARMAX INC 2012-03-27 2025-12-03 1248 1117 131 131 5. CHEVRONTEXACO CORP 2021-12-03 2025-12-08 744 573 171 171 64. COMCAST CORP CLASS A 2017-08-03 2025-06-06 2213 2560 -347 -347 1. COSTCO WHOLESALE CORP 2012-03-27 2025-12-03 918 92 826 826 5. J P MORGAN CHASE & CO 2012-03-27 2025-12-03 1548 230 1318 1318 9. NVIDIA CORP 2017-08-03 2025-12-08 1667 37 1630 1630 28. STARBUCKS CORP 2020-06-05 2025-12-03 2413 2297 116 116 6. VALERO ENERGY CORP (NEW) 2019-03-06 2025-12-03 1073 486 587 587 64. VERIZON COMMUNICATIONS INC 2020-09-03 2025-12-08 2663 3912 -1249 -1249 5. VISA INC SR NT VISA INC COM CL A 2014-03-12 2025-12-03 1652 284 1368 1368 11889 212 0 212 0 212 500 0 0 500 0 288 288 0 false false false false false false false true true MA true false false false false true N/A WELCH & FORBES LLC 6175231635 45 SCHOOL STREET BOSTON MA 02108 false false false false true false false false false false false false false false false false false false false false false false SUSAN W PAINE 90 BRATTLE STREET CAMBRIDGE MA 02138 TRUSTEE 1 0 LISA N MINGOLLA S W ONE POST OFFICE SQUARE BOSTON MA 02109 TRUSTEE 1 0 DEBORAH L ALLINSON 17 MARTINS COVE ROAD HINGHAM MA 02043 TRUSTEE 1 0 NONE 0 NONE 0 190816 23941 0 214757 0 0 214757 3221 211536 10577 10577 212 212 10365 0 10365 0 10365 35514 0 0 0 0 35514 10365 0 0 13800 8641 8778 164764 217459 413442 35514 0 0 0 10365 25149 0 0 438591 0 0 0 0 0 0 13800 424791 8641 8778 164764 217459 25149 SUSAN W PAINE X BOSTON BALLET OFFICE OF INSTITUTIONAL ADVANCEMENT 19 CLARENDON STREET BOSTON MA 02116 NONE PC GENERAL CHARITABLE PURPOSES 5000 BRATTLE FILM FOUNDATION 40 BRATTLE STREET CAMBRIDGE MA 02138 NONE PC GENERAL CHARITABLE PURPOSES 500 COTTING SCHOOL ADVANCEMENT OFFICE 453 CONCORD AVENUE LEXINGTON MA 02421 NONE PC GENERAL CHARITABLE PURPOSES 500 GREAT DIXTER CHARITABLE TRUST THE ROYAL OAK FOUNDATION 20 WEST 44TH ST SUITE 606 NEW YORK NY 10036 NONE PC GENERAL CHARITABLE PURPOSES 5000 MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON STREET BOSTON MA 02215 NONE PC GENERAL CHARITABLE PURPOSES 500 MASSART FOUNDATION 621 HUNTINGTON AVENUE BOSTON MA 02115 NONE PC GENERAL CHARITABLE PURPOSES 500 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL CHARITABLE PURPOSES 500 SOCIETY OF SAINT JOHN THE EVANGELIST 980 MEMORIAL DRIVE CAMBRIDGE MA 02138 NONE PC GENERAL CHARITABLE PURPOSES 300 VNA CARE NETWORK & HOSPICE DEVELOPMENT OFFICE 199 ROSEWOOD DRIVE SUITE 180 DANVERS MA 01923 NONE PC GENERAL CHARITABLE PURPOSES 500 909 WBUR 890 COMMONWEALTH AVENUE THIRD FLR BOSTON MA 02215 NONE PC GENERAL CHARITABLE PURPOSES 500 PROJECT STEP SYMPHONY HALL 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PC GENERAL CHARITABLE PURPOSES 500 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE PC GENERAL CHARITABLE PURPOSES 500 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 NONE PC GENERAL CHARITABLE PURPOSES 500 SOFT POWER HEALTH 2887 PURCHASE STREET PURCHASE NY 10577 NONE PC GENERAL CHARITABLE PURPOSES 500 VERMONT CENTER FOR ECOSTUDIES PO BOX 420 NORWICH VT 05055 NONE PC GENERAL CHARITABLE PURPOSES 2500 AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING STREET CAMBRIDGE MA 02138 NONE PC GENERAL CHARITABLE PURPOSES 1000 BOSTON CHILDREN'S CHORUS 186 LINCOLN ST SUITE 401 BOSTON MA 02111 NONE PC GENERAL CHARITABLE PURPOSES 1000 MANOMET PO BOX 1770 MANOMET MA 02345 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE PC GENERAL CHARITABLE PURPOSES 500 ARMSTRONG HERITAGE MUSEUM 423 N 6TH STREET ARMSTRONG IA 50514 NONE PC GENERAL CHARITABLE PURPOSES 300 CAMBRIDGE PUBLIC LIBRARY FOUNDATION 449 BROADWAY CAMBRIDGE MA 02138 NONE PC GENERAL CHARITABLE PURPOSES 500 MASS MOCA 1040 MASS MOCA WAY NORTH ADAMS MA 01247 NONE PC GENERAL CHARITABLE PURPOSES 1000 152 COMMONWEALTH FOUNDATION 152 COMMONWEALTH AVENUE BOSTON MA 02116 NONE PC GENERAL CHARITABLE PURPOSES 500 ENROOT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC GENERAL CHARITABLE PURPOSES 1000 TRUSTEES OF TUFTS COLLEGE SCHOOL OF THE MUSEUM OF FINE ART 230 THE FENWAY BOSTON MA 02115 NONE PC GENERAL CHARITABLE PURPOSES 500 CAMBRIDGE COMMUNITY FOUNDATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC GENERAL CHARITABLE PURPOSES 3000 FAMILY AID 3815 WASHINGTON STREET BOSTON MA 02130 NONE PC GENERAL CHARITABLE PURPOSES 500 29100 14 974 14 3454 18 11889 16317 16317 false false false false false false false false false false TAX PREPARATION FEE 1900 1900 CARMAX INC COSTCO WHOLESALE CORP NEW 458 4312 HOME DEPOT INC 553 3785 JPMORGAN CHASE & CO 461 3222 JOHNSON & JOHNSON 99 3518 STRYKER CORP 611 3866 VISA INC CLASS A 568 3507 ALPHABET INC CAP STK CL A 601 6260 AMERICAN EXPRESS CO 861 3700 AMERIPRISE FINANCIAL INC 875 2942 BECTON DICKINSON & CO 2131 2135 COMCAST CORP CLASS A META PLATFORMS 1521 5941 NVIDIA CORP 166 7460 FISERVE INC 1791 1411 BOOKING HLDGS INC 1755 5355 VALERO ENERGY CORP 1215 2442 AMAZON INC 2094 5770 BALL CORP BANK OF AMERICA CORP 1433 2750 CHEVRON CORP 2533 3810 ISHARES US PREFERRED STOCK 25205 21672 MICROSOFT CORP 2794 7254 SMITH A O CORP 2013 2541 STARBUCKS CORP VERIZON COMMUNICATIONS INC WATSCO INC 1624 3033 LINCOLN ELECTRIC HOLDINGS INC 2135 3595 ADOBE SYSTEMS INC 3573 2100 AMERICAN WATER WORKS CO INC 2768 2741 APPLE INC 4070 5709 ELI LILLY & CO 2338 4299 NEXTERA ENERGY INC 2509 3452 ROPER TECHNOLOGIES INC COM 938 1781 LINDE PLC COM 2415 2558 BROADCOM INC 2226 4499 CARLISLE COS INC 2068 1919 MONGODB INC CL A 1878 2098 SERVICENOW INC 3272 2298 VERTEX PHARMACEUTICALS INC 1843 1813 XYLEM INC 2083 2315 L3HARRIS TECHNOLOGIES INC 1947 2349 PALO ALTO NETWORKS INC 2000 1842 UBER TECHNOLOGIES INC 1383 1226 25000 24344 LEGAL FEES 4479 4479 FILING FEE 35 0 35 INVESTMENT MANAGEMENT FEES 1061 1061 FEDERAL EXCISE TAX - PRIOR YR 430 0 0 FEDERAL ESTIMATED TAX 500 0 0