2024-10-04T15:01:13-05:00 2024-05-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2023-06-01 306001640 THE SAFE FAMILY FOUNDATION 7549-XXXXXX18003 SAFE 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 HOPE S DUARTE TRUSTEE 6175231635 2024-10-02 true false ERNEST G BURY P02140598 6175231635 2024-10-02 2023 2024-10-15 13:58:12Z X 7804683 X 143 143 113749 113749 363670 934376 363670 0 591 478153 477562 0 0 0 0 0 0 1520 1520 0 0 34220 34220 0 0 0 0 0 0 0 0 0 105 105 35845 35845 0 0 395000 395000 430845 35845 0 395000 47308 441717 0 599764 285694 285694 0 0 0 2625668 2987963 7518989 0 3225432 3273657 7804683 0 X 3225432 3273657 3225432 3273657 3225432 3273657 3225432 47308 917 3273657 0 3273657 1000. AMERICAN WATER WORKS CO INC 2020-04-06 2024-01-25 123451 121944 1507 1507 50. CARLISLE COS INC 2020-04-07 2023-12-08 14754 6161 8593 8593 2000. CARMAX INC 2008-02-12 2023-12-08 134884 40680 94204 94204 1000. CHURCH & DWIGHT CO INC 2017-11-09 2023-12-08 93152 44279 48873 48873 1750. COMCAST CORP CLASS A 2020-04-06 2023-08-08 79423 63035 16388 16388 50. LILLY ELI & CO 2020-08-04 2023-12-08 29433 7752 21681 21681 91. NVIDIA CORP 2020-04-06 2024-03-07 83485 5985 77500 77500 300. PAYCHEX INC 2002-01-07 2023-12-08 37476 10617 26859 26859 1250. PAYPAL HLDGS INC COM 2002-01-07 2024-02-09 70307 12509 57798 57798 250000. STRYKER CORP SR GLBL NT DTD 05/01/2014 3.375% 05/15/2024-2024 2021-12-17 2024-05-15 250000 250000 50. WATSCO INC 2020-04-07 2023-08-08 18011 7744 10267 10267 363670 6140 0 6140 0 6140 6308 0 0 6308 0 168 168 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 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 6736882 362130 0 7099012 0 0 7099012 106485 6992527 349626 349626 6140 6140 343486 0 343486 0 343486 395000 0 0 0 0 395000 343486 0 0 0 0 0 296449 127017 423466 395000 0 0 0 343486 51514 0 0 474980 0 0 0 0 0 0 0 474980 0 0 296449 127017 51514 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 10000 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 NONE 501(C)(3) YOUTH DEVELOPEMENT PROGRAM 10000 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 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 30000 FRIENDS OF BOCA GRANDE COMMUNITY CENTER INC 131 FIRST STREET WEST PO BOX 1222 BOCA GRANDE FL 33921 NONE 501 (C )(3) GENERAL SUPPORT OF 85000 395000 14 143 14 113749 18 363670 478153 478153 false false false false false false false false false false TAX PREPARATION FEE 1520 1520 ABBOTT LABORATORIES 30527 153285 ECOLAB INC 31259 232200 O'REILLY AUTOMOTIVE 3962 192652 PAYCHEX INC 39768 144192 PEPSICO INC 37961 129675 PROCTER & GAMBLE CO 40290 160426 CARMAX INC COMCAST CORP CLASS A 147778 200150 ANSYS INC 18885 222215 IDEXX LABORATORIES 7946 149085 ORACLE CORP 67520 234380 METTLER TOLEDO INT'L 17991 175511 ABBVIE INC COM 22069 161240 ALPHABET INC CAP STK CL C 22594 260940 OMNICOM GROUP INC 122939 185920 PAYPAL HLDGS INC COM CHURCH & DWIGHT CO INC CHUBB LIMITED COM 150627 270820 RAYTHEON CO 70869 215620 GALLAGHER ARTHUR J & CO 101411 303996 JP MORGAN CHASE & CO 88753 202630 CARLISLE COS INC 92419 313718 OTIS WORLDWIDE CORP COM 90826 209808 WATSCO INC 108420 332430 NVIDIA CORP 53208 886931 BALL CORP 98382 104145 AMERICAN WATER WORKS CO INC AMAZON COM INC 126942 176440 EQUINIX INC 167793 190745 FISERV INC 141795 187200 ELI LILLY & CO 96905 512713 BANK OF AMERICA PFD STOCK @4.2 50060 37360 STRYKER NOTE ADOBE SYSTEMS INC 96563 88952 APPLE INC 156039 153800 COSTCO WHOLESALE CORP NEW 61351 80989 MICROSOFT CORP 149288 166052 MONGODB INC CL A 84271 40838 RESMED INC COM 133710 154747 ROPER TECHNOLOGIES INC COM 133669 133190 XYLEM INC 123173 153994 FILING FEE 105 105 0 OTHER REVENUE 591 0 ACCOUNTING ADJUSTMENT 917 INVESTMENT MANAGEMENT FEES 34220 34220