2025-10-16T10:01:22-05:00 2025-06-30 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2024-07-01 046112830 FRANK H BEEBE FUND FOR MUSICIANS FRAN 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 PETER P BROWN TRUSTEE 6175231635 2025-10-14 true false ERNEST G BURY P02140598 6175231635 2025-10-14 2024 2025-03-06 01:10:19Z X 3102611 X 152 152 61910 61910 36838 75282 36838 0 98900 98900 12000 12000 0 0 0 0 0 0 1880 1880 0 0 29981 29981 0 0 19331 234 0 0 0 0 0 0 0 13042 13042 76234 57137 0 0 63750 63750 139984 57137 0 63750 -41084 41763 0 230843 13075 13075 0 0 0 1394669 1580050 2634917 453147 452885 454619 0 2078659 2046010 3102611 0 X 2078659 2046010 2078659 2046010 2078659 2046010 2078659 -41084 8477 2046052 42 2046010 150. CINTAS CORP 2020-01-08 2024-11-05 31298 10188 21110 21110 280. RPM INC OHIO 2019-01-07 2025-02-12 33725 17226 16499 16499 1878.995 VANGUARD FIXED INC SEC HIGH YIELD CORPORATE FD ADM 2011-05-10 2025-01-31 10259 11030 -771 -771 36838 581 0 581 0 581 1500 0 0 1500 0 919 584 335 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 4000 JOHN D STEWART 32 CAPITOL STREET WATERTOWN MA 02472 TRUSTEE 2 1500 LAURENCE LESSER 26 WALKER STREET CAMBRIDGE MA 02138 TRUSTEE 2 4000 AUGUSTA READ THOMAS 330 SOUTH MICHIGAN AVENUE APT 1804 CHICAGO IL 60604 TRUSTEE 2 2500 NONE 0 WELCH & FORBES LLC 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 0 29981 WELCH & FORBES LLC 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 0 1880 0 2924338 84842 0 3009180 0 0 3009180 45138 2964042 148202 148202 581 581 147621 0 147621 0 147621 63750 0 0 0 0 63750 147621 5306 0 0 0 0 0 0 0 63750 5306 0 0 58444 0 0 0 0 0 0 0 0 89177 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 SYDNEY NGUYEN 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 18750 GILLIAN BOBNAK 45 SCHOOL ST 5TH FLOOR BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 25000 MATTHEW JAY MCDOWELL 45 SCHOOL ST 5TH FL BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 5000 NATHAN RINGKAMP 45 SCHOOL ST 5TH FL BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 5000 CLARA ABEL 45 SCHOOL ST 5TH FL BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 5000 GWENYTH AGGELER 45 SCHOOL ST 5TH FL BOSTON MA 02108 NONE NONE POST GRADUATE STUDIES 5000 63750 14 152 14 61910 18 36838 98900 98900 false false false false false false false false false false TAX PREPARATION FEE 1880 1880 WELCH & FORBES LLC INVESTMENT MANAGEMENT WELCH & FORBES LLC TAX & ACCOUNTING FISERV INC DTD 8/21/2023 5.625 152716 155969 GENERAL MOTORS CO DTD 8/2/22 5 151197 152412 WHIRLPOOL CORP DTD 2/27/24 5.7 148972 146238 APPLE INC 2533 61551 VANGUARD HIGH-YIELD CORPORATE 81638 82800 PEPSICO INC 31357 39215 ECOLAB INC 35903 54966 SPDR S & P MIDCAP 400 12950 56648 ISHARES INV GR CRP BD 104427 116080 CHEVRON CORP NEW 42343 44962 FIRST TRUST NORTH AME 36818 56265 ABBOTT LABORATORIES 41476 64605 CHURCH & DWIGHT CO INC 15162 28352 HOME DEPOT INC 27976 52063 TJX COS INC NEW 24573 55570 VISA INC CLASS A 32463 64264 CHUBB LIMITED COM 20256 39112 ABBVIE INC COM 13256 37124 AMERICAN EXPRESS CO 23577 68900 AUTOMATIC DATA PROCESSING INC 31715 61988 CUMMINS INC 16560 39300 EMERSON ELECTRIC CO 35349 60932 MICROSOFT CORP 57062 124352 PROCTOR & GAMBLE CO 35774 47318 STRYKER CORP 27805 58158 TRACTOR SUPPLY CO 14601 46174 GALLAGHER ARTHUR J & CO 17672 64024 ACCENTURE PLC A 37461 48719 RPM INTERNATIONAL INC MOODYS CORP 20665 42635 MERCK & CO INC 39113 29764 CARLISLE COS INC 19871 46675 CINTAS CORP 10188 33430 ROPER TECHNOLOGIES INC 39053 50448 WATSCO INC 17769 44162 ORACLE CORP 18903 76520 ALPHABET INC CAP STK CL C 76073 73617 AMAZON COM INC 51156 56603 COSTCO WHOLESALE CORP NEW 50268 58406 META PLATFORMS INC CL A 50921 73809 ISHARES S&P 100 75455 87044 JP MORGAN CHASE & CO 49961 72767 NVIDIA CORP 733 165890 XYLEM INC 49138 46570 BROADCOM INC 34152 55130 ELI LILLY & CO 64421 62362 SERVICENOW INC COM 41388 41123 VERTEX PHARMACEUTICALS INC 50115 44520 INCOME TAXED AT 6/30/2025 RECEIVED LATER 42 OTHER NON-ALLOCABLE EXPENSE - 13042 13042 0 INCOME TAXED AT 6/30/24, RECEIVED LATER 1040 ACC. INTEREST TAXED PREV YEAR RECEIVED 7437 INVESTMENT MANAGEMENT FEES 29981 29981 FOREIGN TAXES 234 234 0 FEDERAL EXCISE TAX - PRIOR YR 17597 0 0 FEDERAL ESTIMATED TAX 1500 0 0