2024-03-01T13:00:13-06:00 2023-05-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2022-06-01 306001640 THE SAFE FAMILY FOUNDATION 7549-XXXXXX18003 SAFE 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 HOPE S DUARTE TRUSTEE 6175231635 2024-03-01 true false WAYNE R KURPIEL P00107798 6175231635 2024-03-01 2022 2023-04-26 12:10:37Z X 6261857 X 174 174 113361 113361 371680 918774 371680 0 485215 485215 0 0 0 0 0 0 1520 1520 0 0 30067 30067 0 0 12807 0 0 0 0 0 0 0 35 35 44429 31622 0 0 425000 425000 469429 31622 0 425000 15786 453593 0 30017 599764 599764 0 0 0 3181956 2625668 5662093 0 3211973 3225432 6261857 0 X 3211973 3225432 3211973 3225432 3211973 3225432 3211973 15786 0 3227759 2327 3225432 500. ABBVIE INC SR NT COM 2004-09-24 2022-07-15 76499 11034 65465 65465 250. CARMAX INC 2007-07-02 2022-07-15 22966 6394 16572 16572 250000. DOWDUPONT INC COM SR NT DTD 11/28/2018 4 2021-12-17 2022-11-18 250000 257548 -7548 -7548 300. GALLAGHER ARTHUR J & CO 2020-04-08 2022-11-07 57225 25353 31872 31872 3000. ISHARES US PREFERRED STOCK (MKT) 2016-12-19 2023-03-03 97410 111940 -14530 -14530 250. LILLY ELI & CO 2020-08-04 2022-07-15 82617 38762 43855 43855 75. LILLY ELI & CO 2020-08-04 2022-11-07 27212 11629 15583 15583 200. O REILLY AUTOMOTIVE INC 2003-10-23 2022-11-07 164756 3962 160794 160794 200. PEPSICO INC 2002-05-06 2022-07-15 34097 10480 23617 23617 250. PEPSICO INC 2002-05-06 2022-11-07 44810 13100 31710 31710 667. RTX CORPORATION COM 2018-09-11 2022-07-15 60650 56892 3758 3758 . AIG CLASS ACTION 2022-08-05 532 532 532 371680 6305 0 6305 0 6305 13204 0 0 13204 0 6899 6308 591 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 HOPE S DUARTE C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 1 0 EDITH S DEVNEW C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 1 0 ELIZABETH S BITTING C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 1 0 NONE 0 NONE 0 5705490 472943 0 6178433 0 0 6178433 92676 6085757 304288 304288 6305 6305 297983 0 297983 0 297983 425000 0 0 0 0 425000 297983 0 0 4663 0 0 0 296449 301112 425000 0 0 0 297983 127017 0 0 428129 0 0 0 0 0 0 4663 423466 0 0 0 296449 127017 HOPE S DUARTE C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021083204 6175231635 NO PARTICULAR FORMAT NO SUBMISSION DEADLINES MUST BE FOR CHARITABLE PURPOSES OR CHARITABLE ORGANIZATION DUXBURY INTERFAITH COUNCIL PO BOX 1161 DUXBURY MA 02331 NONE 501(C)(3) FINANCIAL SUPPORT FOR 20000 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 NONE 501(C)(3) YOUTH DEVELOPEMENT PROGRAM 30000 NVNA HOSPICE HOME C/O NORWELL VISITING NURSE ASSOC 120 LONGWATER DRIVE NORWELL MA 02061 NONE 501(C)(3) GENERAL OPERATING FUND - 25000 PLIMOTH PATUXET MUSEUMS INC 137 WARREN AVE PLYMOUTH MA 02360 NONE 501(C)(3) GENERAL SUPPORT 250000 SOUTH SHORE CONSERVATORY OF MUSIC INC 134 WEBSTER STREET HANOVER MA 02339 NONE 501(C)(3) FUNDING FOR EDUCATION & ART 5000 PROJECT GURNET AND BUG LIGHT INC PO BOX 2167 DUXBURY MA 02331 NONE 501(C)(3) RESTORATION, PRESERVATION 10000 DUXBURY BAY MARITIME SCHOOL POBOX 263A DUXBURY MA 02332 NONE 501(C)(3) MARINE SCIENCE PROGRAMS & 20000 DUXBURY RURAL AND HISTORICAL SOCIETY PO BOX 2865 DUXBURY MA 02231 NONE 501(C)(3) HISTORICAL SOCIETY BUILDING 10000 GASPARILLA ISLAND CONSERVATION AND IMPROVEMENT ASSOCIATION 131 1ST ST W 8 BOCA GRANDE FL 33921 NONE 501 (C) (3) GENERAL SUPPORT 5000 DUXBURY BEACH RESERVATION INC PO BOX 2593 DUXBURY MA 02331 NONE 501(C)(3) MAINTENANCE TO PRESERVE THE 50000 425000 14 174 14 113361 18 371680 485215 485215 false false false false false false false false false false TAX PREPARATION FEE 1520 1520 ABBOTT LABORATORIES 30527 153000 ECOLAB INC 31259 165050 O'REILLY AUTOMOTIVE 3962 180662 PAYCHEX INC 50385 157395 PEPSICO INC 37961 136762 PROCTER & GAMBLE CO 40290 138937 CARMAX INC 40680 144420 COMCAST CORP CLASS A 210813 265613 ANSYS INC 18885 226513 IDEXX LABORATORIES 7946 139431 ORACLE CORP 67520 211880 METTLER TOLEDO INT'L 17991 165234 ABBVIE INC COM 22069 137960 ALPHABET INC CAP STK CL C 22594 185055 OMNICOM GROUP INC 122939 176380 PAYPAL HLDGS INC COM 12509 77487 ISHARES US PREFERRED STOCK(MKT CHURCH & DWIGHT CO INC 44279 92450 CHUBB LIMITED COM 150627 185800 RAYTHEON CO 70869 184280 GALLAGHER ARTHUR J & CO 101411 240396 JP MORGAN CHASE & CO 88753 135710 CARLISLE COS INC 98580 169952 OTIS WORLDWIDE CORP COM 90826 168164 WATSCO INC 116165 243277 NVIDIA CORP 59193 340506 BALL CORP 98382 76740 AMERICAN WATER WORKS CO INC 121944 144450 AMAZON COM INC 126942 120580 EQUINIX INC 167793 186388 FISERV INC 141795 140238 ELI LILLY & CO 104657 289885 BANK OF AMERICA PFD STOCK @4.2 50060 36680 DOWDUPONT SR NOTE STRYKER NOTE 255062 244818 ROC NOT PREVIOUSLY ACCOUNTED FOR ISHARES 1978 OVERSTATEMENT OF ENDING BOOK VALUE 21-22 349 OTHER NON-ALLOCABLE EXPENSE - 35 35 0 INVESTMENT MANAGEMENT FEES 30067 30067 FEDERAL ESTIMATED TAX 12807 0 0