2024-10-07T12:01:11-05:00 2024-06-30 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2023-07-01 046112830 FRANK H BEEBE FUND FOR MUSICIANS FRAN 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 PETER P BROWN TRUSTEE 6175231635 2024-10-02 true false ERNEST G BURY P02140598 6175231635 2024-10-02 2023 2024-10-15 13:58:12Z X 2886866 7752 X 139 139 35816 35816 1275538 1464792 1275538 0 1319245 1311493 9000 9000 0 0 0 0 0 0 1880 1880 0 0 18483 18483 0 0 258 138 0 0 0 0 0 0 0 3622 3622 33243 33123 0 0 72250 72250 105493 33123 0 72250 1213752 1278370 0 4449 230843 230843 0 0 0 868914 1394669 2204961 453147 451062 0 873363 2078659 2886866 0 X 873363 2078659 873363 2078659 873363 2078659 873363 1213752 0 2087115 8456 2078659 390. AFLAC INC 2018-01-30 2024-06-25 35124 13696 21428 21428 600. BANK OZK 2019-01-07 2024-05-29 24207 15207 9000 9000 430. CISCO SYS INC 2020-01-08 2023-11-29 20752 13617 7135 7135 250. EXPEDITORS INTL WASH INC 2020-01-08 2024-02-27 29668 19184 10484 10484 140. JOHNSON & JOHNSON 2020-01-08 2024-06-25 20794 16764 4030 4030 205. NIKE CORP 2020-01-08 2024-06-25 19750 20807 -1057 -1057 9000. NVIDIA CORP 2015-11-04 2024-06-24 1095812 6285 1089527 1089527 1050. NVIDIA CORP 2015-11-04 2024-06-25 130298 733 129565 129565 260. OMNICOM GROUP 2020-01-08 2023-11-29 20636 21447 -811 -811 230. STARBUCKS CORP 2020-01-08 2024-06-25 18271 20323 -2052 -2052 200. SYSCO CORP 2017-01-09 2023-08-24 13994 11150 2844 2844 150. UNITED PARCEL SERVICE CLASS B 2019-01-07 2024-06-25 20349 16365 3984 3984 185. MEDTRONIC PLC SHS 2017-01-09 2023-08-24 15137 13676 1461 1461 1275538 17769 0 17769 0 17769 172 0 0 172 0 17597 0 0 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 021083204 false false false false false false false false true 2019 false false false false false false true false false false false false false false PETER P BROWN C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021083204 TRUSTEE 2 0 ANTHONY FOGG 150 APPLETON STREET 5A BOSTON MA 02116 TRUSTEE 2 3000 JOHN D STEWART 32 CAPITOL STREET WATERTOWN MA 02472 TRUSTEE 2 3000 LAURENCE LESSER 26 WALKER STREET CAMBRIDGE MA 02138 TRUSTEE 2 3000 NONE 0 1543289 44863 0 1588152 0 0 1588152 23822 1564330 78217 78217 17769 17769 60448 0 60448 0 60448 72250 0 0 0 0 72250 60448 17108 0 0 0 0 0 0 0 72250 17108 0 0 55142 0 0 0 0 0 0 0 0 5306 0 0 0 0 0 0 0 0 NONE NONE PETER P BROWN C/O WELCH FORBES LLC 45 SCHOOL ST BOSTON MA 021803204 6175231635 NO PARTICULAR FORMAT INFO TO INCLUDE: EDUCATION, TRANSCIPTS, LETTER OF RECOMMENDATION FROM PROFESSORS, EVIDENCE OF FNCL NEED, USE OF GRANT NO SUBMISSION DEADLINES MUST BE FOR PERFORMING ARTISTS IN MUSIC FOR POST GRADUATE STUDY ABROAD AGATA SOROTOKIN 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 NONE NONE POST-GRADUATE MUSICAL 16500 AARON LEVIN 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 NONE NONE POST-GRADUATE MUSICAL 16500 MADELEINE LEW 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 NONE NONE POST-GRADUATE MUSICAL 16500 BRIAN ISAACS 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 NONE NONE POST GRADUATE MUSICAL 16500 SYDNEY NGUYEN 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 6250 72250 14 139 14 35816 18 1275538 1311493 1311493 false false false false false false false false false false X X 1 JAMES FARRINGTON 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 7752 X X 1 11,100 SHARES OF NVIDIA CORP 1451658 2024-06-21 TAX PREPARATION FEE 1880 1880 FISERV INC DTD 8/21/2023 5.625 152877 151265 GENERAL MOTORS CO DTD 8/2/22 5 151298 150033 WHIRLPOOL CORP DTD 2/27/24 5.7 148972 149764 APPLE INC 2533 63186 VANGUARD HIGH-YIELD CORPORATE 92667 90640 PEPSICO INC 31357 48984 ECOLAB INC 35903 48552 SPDR S & P MIDCAP 400 12950 53508 ISHARES INV GR CRP BD 104427 113440 CHEVRON CORP NEW 42343 49116 FIRST TRUST NORTH AME 36818 45690 CISCO SYSTEMS INC ABBOTT LABORATORIES 41476 49357 CHURCH & DWIGHT CO INC 15162 30586 HOME DEPOT INC 27976 48882 TJX COS INC NEW 24573 49545 VISA INC CLASS A 32463 47507 MEDTRONIC PLC CHUBB LIMITED COM 20256 34436 AFLAC INC ABBVIE INC COM 13256 34304 AMERICAN EXPRESS CO 23577 50015 AUTOMATIC DATA PROCESSING INC 31715 47977 CUMMINS INC 16560 33232 EMERSON ELECTRIC CO 35349 50343 JOHNSON & JOHNSON MICROSOFT CORP 23314 75087 OMNICOM GROUP INC PROCTOR & GAMBLE CO 35774 48981 STRYKER CORP 27805 50017 SYSCO CORP UNITED PARCEL SERVICE CLASS B TRACTOR SUPPLY CO 14601 47250 BANK OZK GALLAGHER ARTHUR J & CO 17672 51862 ACCENTURE PLC A 37461 49456 RPM INTERNATIONAL INC 17226 30150 NIKE INC CLASS B STARBUCKS CORP MOODYS CORP 20665 35779 MERCK & CO INC 39113 46549 CARLISLE COS INC 19871 50651 CINTAS CORP 20376 52520 EXPEDITORS INTERNATIONAL INC ROPER TECHNOLOGIES INC 39053 50166 WATSCO INC 17769 46324 ORACLE CORP 18903 49420 ALPHABET INC CAP STK CL C 76073 76119 AMAZON COM INC 51156 49858 COSTCO WHOLESALE CORP NEW 50268 50149 META PLATFORMS INC CL A 50921 50422 ISHARES S&P 100 75455 75590 JP MORGAN CHASE & CO 49961 50767 NVIDIA CORP 733 129717 XYLEM INC 49138 48827 INCOME TAXED AT 6/30, RECEIVED LATER 1018 ACCRUED INTEREST TAXED BUT NOT RECEIVED 7437 ACCOUNTING ADJ. ROUNDING 1 OTHER NON-ALLOCABLE EXPENSE - 3587 3587 0 FILING FEE 35 35 0 INVESTMENT MANAGEMENT FEES 18483 18483 JAMES FARRINGTON 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 FOREIGN TAXES 138 138 0 FEDERAL ESTIMATED TAX 120 0 0