2024-05-09T11:01:12-05:00 2023-12-31 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2023-01-01 046866454 THE HODGES CHARITABLE FOUNDATION HODG 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 ARTHUR C HODGES JR TRUSTEE 6175231635 2024-04-17 true false WAYNE R KURPIEL 6175231635 2024-04-17 2023 2023-04-26 12:10:37Z X 1390876 X 1840 1840 31717 31550 103246 290997 103246 0 592 137395 136636 0 0 0 0 0 0 1200 1200 0 0 750 750 0 0 298 298 0 0 0 0 0 0 0 35 35 2283 2283 0 0 65000 65000 67283 2283 0 65000 70112 134353 0 686 277 277 0 0 0 747479 818000 1390599 0 748165 818277 1390876 0 X 748165 818277 748165 818277 748165 818277 748165 70112 0 818277 0 818277 200. SPDR GOLD SHARES (MKT) 2014-01-29 2023-11-10 35884 24614 11270 11270 100. SPDR GOLD SHARES (MKT) 2009-10-13 2023-11-10 17942 10452 7490 7490 189.425 VANGUARD REAL ESTATE INDEX ADMIRAL 2012-08-06 2023-11-10 20304 16937 3367 3367 2605.473 VANGUARD WELLINGTONT ADMIRALT 2009-06-10 2023-11-10 181601 110226 71375 71375 1066.856 VANGUARD DEVELOPED MARKETS IDX ADMIRAL 2007-04-18 2023-11-10 15000 16889 -1889 -1889 457.596 VANGUARD EMERGING MKTS STOCK IDX ADM 2005-04-25 2023-11-10 15000 8633 6367 6367 CAPITAL GAIN DIVIDENDS P 5266 CAPITAL GAIN DIVIDENDS P 5266 CAPITAL GAIN DIVIDENDS P 5266 CAPITAL GAIN DIVIDENDS P 5266 CAPITAL GAIN DIVIDENDS P 5266 CAPITAL GAIN DIVIDENDS P 5266 103246 1868 0 1868 0 1868 1128 0 0 1128 0 740 0 0 false false false false false false false true true MA true false false false false true WELCH & FORBES LLC 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 false false false false false false false false false false false false false false false false false false false false false ARTHUR C HODGES JR C/O WELCH FORBES LLC45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 2 0 SUSANNA H SALK C/O WELCH FORBES LLC45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 2 0 ALEXANDER W HODGES C/O WELCH FORBES LLC45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 2 0 NONE 0 NONE 0 1319085 660 0 1319745 0 0 1319745 19796 1299949 64997 64997 1868 1868 63129 0 63129 0 63129 65000 0 0 0 0 65000 63129 0 0 0 0 0 0 8976 8976 65000 0 0 0 63129 1871 0 0 10847 0 0 0 0 0 0 0 10847 0 0 0 8976 1871 NONE NONE X WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE PUBLIC CHARITY FINANCIAL SUPPORT 8125 HUNTINGTON THEATRE COMPANY 560 HUNTINGTON AVE BOSTON MA 02118 NONE PC UNRESTRICTED GIFT FOR 8125 STEEP ROCK ASSOCIATION 2 GREEN HILL ROAD WASHINGTON DEPOT CT 06734 NONE PC TRAIL UPKEEP 5250 DENVER YOUNG ARTISTS ORCHESTRA 1385 S COLORADO BLVD A722 DENVER CO 80222 NONE PC UNRESTRICTED GIFT FOR 5000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST FAIRFIELD CT 06825 NONE PC EDUCATION FOR DISPLACED 10000 WASHINGTON AMBULANCE ASSOCIATION 109 BEE BROOK RD WASHINGTON DEPOT CT 06794 NONE PC BUILDERS FUND 1000 MYOTONIC DYSTROPHY FOUNDATION 663 THIRTEENTH STREET OAKLAND CA 94612 NONE PC OPERATING FUND 7000 INSTITUTE OF CLASSICAL ARCHITECTURE & ART 20 W 44TH 310 NEW YORK NY 10036 NONE PC OPERATING FUND 8125 CLEO PARKER ROBINSON DANCE 119 PARK AVE W DENVER CO 80205 NONE PC OPERATING FUND 3125 ENGIN PO BOX 10225 ROCKVILLE MD 20849 NONE PC TUTORING FOR UKRANIAN 7000 NATIONAL PARK FOUNDATION ATTN GIFT PROCESSING BALTIMORE MD 212989450 NONE PC PROTECT AND ENHANCE 2250 65000 14 1840 14 31717 18 103246 137395 137395 false false false false false false false false false false TAX PREPARATION FEE 1200 1200 1,707.522 SHS VWIAX 60044 103186 4,551.314 SHS VTMGX 60613 70090 2,605.473 SHS VWENX 1,098.774 SHS VEMAX 20316 37545 2,442.475 SHS VTSAX 57382 282081 1,139.021 SHS VFIAX 295730 501158 300 SHS SPDR GOLD SHARES 8,949.881 SHS VFIDX 75000 77685 FEDERATED MMKT 172655 172655 990.883 SHS VAIPX 24699 22819 189.425 SHS VGSLX 74 SHS HOME DEPOT 707 25645 366 SHS MICROCHIP TECHNOLOGY I 4400 33006 414 SHS VPMAX 46454 64729 MISCELLANEOUS EXPENSE PAID TO 35 35 0 OTHER REVENUE 592 0 INVESTMENT MANAGEMENT FEES 750 750 FOREIGN TAXES ON QUALIFIED FOR 158 158 0 FOREIGN TAXES ON NONQUALIFIED 140 140 0