2024-11-04T10:01:11-06:00 2023-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2023-01-01 316653452 LOEBS FAMILY FOUNDATION 7521-XXXXXX16336 LOEB 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 RICHARD C LOEBS JR TRUSTEE 6175231635 2024-09-23 true false LAUREN GATES P00008657 6175231635 2024-09-23 2023 2024-10-15 13:58:12Z X 4036155 X 135 135 65461 65461 174887 367031 174887 0 240483 240483 0 0 0 0 0 0 1520 1520 0 0 34545 34545 0 0 0 0 0 0 0 0 0 100 100 36165 36065 0 100 290000 290000 326165 36065 0 290100 -85682 204418 0 14404 109379 109379 0 0 0 1528389 1427295 3196749 858041 753448 711507 25030 18520 2400834 2315152 4036155 0 X 2400834 2315152 2400834 2315152 2400834 2315152 2400834 -85682 0 2315152 0 2315152 100000. FISERV INC DTD 09/25/2018 3.8% 10/01/202 2022-01-14 2023-10-01 100000 100000 200. J P MORGAN CHASE & CO 2011-10-19 2023-12-07 31374 6600 24774 24774 1000. MERCK & CO INC 2012-07-17 2023-12-07 103763 41720 62043 62043 25. METTLER TOLEDO INTERNATIONAL INC 2018-10-31 2023-04-06 37820 13746 24074 24074 25. MICROSOFT CORP 2003-03-12 2023-12-07 9185 566 8619 8619 25. STRYKER CORP 2009-02-26 2023-12-07 7212 970 6242 6242 .667 VERALTO CORP COM SHS 2017-07-14 2023-10-23 47 20 27 27 166. VERALTO CORP COM SHS 2017-07-20 2023-12-07 12594 4867 7727 7727 50. VISA INC COM CL A 2009-05-08 2023-12-07 12690 827 11863 11863 100. WATSCO INC 2020-03-12 2023-04-06 30545 15219 15326 15326 50. WATSCO INC 2020-03-12 2023-12-07 19952 7609 12343 12343 . WELLS FARGO & CO 2023-04-12 1849 1849 1849 174887 2001-01-25 2841 0 2841 0 2841 3009 0 2700 5709 0 2868 2868 0 false false false false false false false true true RI true false false false false true WELCH & FORBES LLC ATTN LAUREN GATES 6175231635 45 SCHOOL STREET 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 RICHARD C LOEBS 45 SCHOOL STREET BOSTON MA 02108 TRUSTEE 1 0 STEPHEN A HAIRE 45 SCHOOL STREET BOSTON MA 02108 TRUSTEE 1 0 LOUISE M NADLER 45 SCHOOL STREET BOSTON MA 02108 TRUSTEE 1 0 NONE 0 NONE 0 NONE 3933655 0 0 3933655 0 0 3933655 59005 3874650 193733 193733 2841 2841 190892 0 190892 0 190892 290100 0 0 0 0 290100 190892 0 0 22699 0 123259 7239 289754 442951 290100 0 0 0 190892 99208 0 0 542159 0 0 0 0 0 0 22699 519460 0 123259 7239 289754 99208 NONE NONE X ST COLUMBA'S CHAPEL 55 VAUCLUSE AVENUE MIDDLETOWN RI 02842 NONE PUBLIC UNRESTRICTED FOR GENERAL 60000 TRINITY EPISCOPAL CHURCH 1 QUEEN ANNE SQUARE NEWPORT RI 02840 NONE PUBLIC UNRESTRICTED FOR GENERAL 10000 NORMAN BIRD SANCTUARY 583 THIRD BEACH ROAD MIDDLETOWN RI 02842 NONE PUBLIC FOR PROTECTING PARADISE 50000 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVE THIRD FL BOSTON MA 02116 NONE PUBLIC VASCULAR RESEARCH 25000 NEWPORT HOSPITAL FOUNDATION 11 FRIENDSHIP STREET NEWPORT RI 02840 NONE PUBLIC ADOLESCENT BEHAVIORAL UNIT 25000 SRBA Historic Foundation 34 OCEAN AVENUE NEWPORT RI 02840 NONE PUBLIC CLUBHOUSE, ASSOCIATED 50000 HEALTHNETWORK FOUNDATION 3550 LANDER ROAD SUITE 225 PEPER PIKE OH 44124 NONE PUBLIC SUPPORT FOR MEDICAL 20000 SOUTH COUNTY HEALTH FOUNDATION 100 KENYON AVENUE WAKEFIELD RI 02879 NONE PUBLIC UNRESTRICTED FOR GENERAL 25000 ST AUGUSTIN CATHOLIC CHURCH PO BOX 357 NEWPORT RI 02840 NONE PUBLIC CAPITAL CAMPAIGN 25000 290000 14 135 14 65461 18 174887 240483 240483 false false false false false false false false false false TAX PREPARATION FEE 1520 1520 100000 AMGEN INC DTD 5/1/25 100208 97430 100000 PRICELINE GRP INC SR GL 100656 97667 100000 MCDONALDS CORP 100583 97332 250000 FEDERAL FARM CR BANKS 250000 225240 100000 ABVIE INC SR NT DTD 5/2 100981 97690 100000 FISERV INC DTD 9/25/18 100000 GENERAL MTRS FINL CO 101020 96148 2400 SHS COMCAST CORP CLASS A 65762 105240 500 SHS PEPSICO INC 25992 84920 700 SHS JOHNSON & JOHNSON 47593 109718 800 SHS CARMAX INC 8784 61392 475 SHS STRYKER CORP 18434 142243 600 SHS VISA INC 9099 143193 800 SHS JP MORGAN CHASE & CO 26400 136080 1000 SHS MERCK & CO INC 1100 SHS ALPHABET INC CAP STK 16532 155023 500 SHS CHUBB LIMITED 58551 113000 500 DANAHER CORP 37016 115670 700 SHS AMAZON COM INC 53549 106358 400 SHS HOME DEPOT INC 71213 138620 600 SHS AMERICAN EXPRESS CO 62244 112404 350 SHS AMERIPRISE FINANCIAL I 54955 132941 75 SHS METTLER TOLEDO INTERNAT 41239 90972 1000 RAYHEON CO 250 SHS ROPER TECHNOLOGIES INC 70905 136293 400 SHS ANSYS INC 62858 145152 800 SHS APPLE INC 32469 154024 1000 SHS BALL CORP 69952 57520 350 SHS WATSCO INC 52729 149964 475 SHS MICROSOFT 10754 178619 200 SHS COSTCO 91341 132016 450 SHS ECOLAB 97244 89258 800 SHS FISERV INC 88356 106271 1500 SHRS VERIZON 82238 56550 1000 SHS BANK OF AMERICA PFD 450 SHS AMERICAN WATER WORKS 66624 59396 1000 SHS SMITH A O CORP 67207 82440 35 SHS NVIDIA CORP 16079 17332 1000 SHS RTX CORPORATION 21176 84140 1000 SHS BK OF AMERICA CORP PF AT COST 25030 18520 FILING FEE 100 0 100 INVESTMENT MANAGEMENT FEES 34545 34545