2025-06-27T12:01:20-04:00 2024-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2024-01-01 316653452 LOEBS FAMILY FOUNDATION 7521-XXXXXX16336 LOEB 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 RICHARD C LOEBS JR TRUSTEE 6175231635 2025-06-23 true false WAYNE R KURPIEL P00107798 6175231635 2025-06-23 2024 2025-03-06 01:10:19Z X 4018476 X 16 16 67206 67206 328574 728708 328574 0 395796 395796 0 0 0 0 0 0 1520 1520 0 0 35420 35420 0 0 9552 0 0 0 0 0 0 0 50 50 46542 36940 0 50 615000 615000 661542 36940 0 615050 -265746 358856 0 109379 116042 116042 0 0 0 250000 250000 233270 1427295 1282130 3274257 503448 401234 394907 25030 0 2315152 2049406 4018476 0 X 2315152 2049406 2315152 2049406 2315152 2049406 2315152 -265746 0 2049406 0 2049406 100000. ABBVIE INC SR NT DTD 05/21/2020 2.6% 11/ 2022-01-14 2024-11-21 100000 100000 100. ALPHABET INC CAP STK CL C 2011-01-04 2024-01-29 15502 1506 13996 13996 100. AMERICAN EXPRESS CO 2018-10-16 2024-03-15 22128 10374 11754 11754 450. AMERICAN WATER WORKS CO INC 2021-03-29 2024-01-25 55553 66624 -11071 -11071 150. AMERIPRISE FINANCIAL INC 2018-02-08 2024-03-15 62184 23552 38632 38632 400. ANSYS INC COM 2018-04-02 2024-03-15 131364 62858 68506 68506 1000. BK OF AMERICA CORP PFD @ 4.25% 2021-10-20 2024-03-15 19289 25030 -5741 -5741 200. J P MORGAN CHASE & CO 2011-10-19 2024-03-15 37700 6600 31100 31100 700. JOHNSON & JOHNSON 2008-09-24 2024-03-15 110583 47593 62990 62990 25. METTLER TOLEDO INTERNATIONAL INC 2018-10-31 2024-01-29 30601 13746 16855 16855 50. METTLER TOLEDO INTERNATIONAL INC 2018-10-31 2024-03-15 64694 27493 37201 37201 25. MICROSOFT CORP 2003-03-12 2024-03-15 10525 566 9959 9959 150. VISA INC COM CL A 2009-05-08 2024-03-15 42744 2482 40262 40262 100. CHUBB LIMITED COM 2016-02-29 2024-03-15 25841 11710 14131 14131 328574 2001-01-25 4988 0 4988 0 4988 9720 0 0 9720 0 4732 4732 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 4019105 0 0 4019105 0 0 4019105 60287 3958818 197941 197941 4988 4988 192953 0 192953 0 192953 615050 0 0 0 0 615050 192953 0 0 0 123259 7239 289754 99208 519460 615050 0 0 0 192953 422097 0 0 941557 0 0 0 0 0 0 0 941557 123259 7239 289754 99208 422097 NONE NONE X ST COLUMBA'S CHAPEL 55 VAUCLUSE AVENUE MIDDLETOWN RI 02842 NONE PUBLIC BERKLEY MEMORIAL CHAPEL IMO 10000 TRINITY EPISCOPAL CHURCH 1 QUEEN ANNE SQUARE NEWPORT RI 02840 NONE PUBLIC UNRESTRICTED - IN MEMORY OF 10000 SUNCOAST HUMANE SOCIETY 6781 SAN CASA DRIVE ENGLEWOOD FL 34224 NONE PUBLIC CAPITAL CAMPAIGN-NEW CAMPUS 50000 OUR LADY OF MERCY BUILDING CAMPAIGN 240 PARK AVENUE BOCA GRANDE FL 33921 NONE PUBLIC HURRICANE MILTON RECOVERY 25000 BOCA GRANDE HEALTH CLINIC FDN 280 PARK AVE BOCA GRANDE FL 33921 NONE PUBLIC CAPITAL CAMPAIGN - NEW 250000 BOCA GRANDE DISASTER FUND PO BOX 524 BOCA GRANDE FL 33921 NONE PUBLIC HURRICANE MILTON RECOVERY 100000 FRIENDS OF BOCA GRANDE PO BOX 1222 BOCA GRANDE FL 33921 NONE PUBLIC COMMUNITY CTR CAMPUS 170000 615000 14 16 14 67206 18 328574 395796 395796 false false false false false false false false false false TAX PREPARATION FEE 1520 1520 100000 AMGEN INC DTD 5/1/25 100070 99445 100000 PRICELINE GRP INC SR GL 100399 98700 100000 MCDONALDS CORP 100423 97743 100000 ABVIE INC SR NT DTD 5/2 100000 GENERAL MTRS FINL CO 100342 99019 2400 SHS COMCAST CORP CLASS A 65762 90072 500 SHS PEPSICO INC 25992 76030 700 SHS JOHNSON & JOHNSON 800 SHS CARMAX INC 8784 65408 475 SHS STRYKER CORP 18435 171024 400 SHS VISA INC 6618 126416 600 SHS JP MORGAN CHASE & CO 19800 143826 1000 SHS ALPHABET INC CAP STK 15026 190440 400 SHS CHUBB LIMITED 46841 110520 500 DANAHER CORP 37016 114775 700 SHS AMAZON COM INC 53549 153573 400 SHS HOME DEPOT INC 71213 155596 600 SHS AMERICAN EXPRESS CO 51870 148395 200 SHS AMERIPRISE FINANCIAL I 31403 106486 75 SHS METTLER TOLEDO INTERNAT 250 SHS ROPER TECHNOLOGIES INC 70905 129963 400 SHS ANSYS INC 800 SHS APPLE INC 32469 200336 1000 SHS BALL CORP 69952 55130 350 SHS WATSCO INC 52729 165862 450 SHS MICROSOFT 10188 189675 200 SHS COSTCO 91341 183254 450 SHS ECOLAB 97244 105444 800 SHS FISERV INC 88356 164336 1500 SHRS VERIZON 82238 59985 450 SHS AMERICAN WATER WORKS 1000 SHS SMITH A O CORP 67207 68210 35 SHS NVIDIA CORP 16080 47002 1000 SHS RTX CORPORATION 21176 115720 300 SH ABBVIE INC 54006 53310 25 SHS SERSVICENOW INC 20547 26503 491 SHS XYLEM INC 55383 56966 250000 233270 1000 SHS BK OF AMERICA CORP PF FILING FEE 50 0 50 INVESTMENT MANAGEMENT FEES 35420 35420 FEDERAL EXCISE TAX - PRIOR YR 2700 0 0 FEDERAL ESTIMATED TAX 6852 0 0