2026-08-20T13:01:33-05:00 2025-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2025-01-01 222999430 THE JEBEDIAH FOUNDATION 7563-XXXXXX00129 JEBE 6173454655 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 DAVID L SILVIAN TRUSTEE 6173454655 2026-08-05 true WAYNE R KURPIEL P00107798 6175231635 2026-08-05 2025 2025-03-06 01:10:19Z X 13257937 X 32816 32816 212327 212327 1311106 2004027 1256948 0 11961 11961 1568210 1514052 15689 7844 7844 0 0 0 0 0 0 2650 1325 0 1325 65370 65370 0 0 30809 309 0 0 0 0 0 0 0 122 122 114640 74970 0 9169 642000 642000 756640 74970 0 651169 811570 1439082 0 3094 2023 2023 674715 394535 394535 0 0 0 100328 701594 711042 3970962 4267726 10242807 1609066 1801471 1831402 0 43247 45633 76128 6401412 7212982 13257937 0 X 6401412 7212982 6401412 7212982 6401412 7212982 6401412 811570 0 7212982 0 7212982 100. ABBOTT LABS 2018-06-11 2025-03-27 12712 6337 6375 6375 250. ALPHABET INC SR CAP STK CL C 2016-08-26 2025-01-17 49418 9579 39839 39839 250. ALPHABET INC SR CAP STK CL C 2016-08-26 2025-11-19 75090 9579 65511 65511 25. AMERIPRISE FINANCIAL INC 2012-11-14 2025-03-27 12521 1452 11069 11069 100000. AMGEN INC DTD 03/02/2023 5.507% 03/02/20 2023-11-20 2025-09-30 100000 99888 112 112 250. APPLE COMPUTER INC 2011-12-09 2025-01-17 57816 3510 54306 54306 200. APPLE COMPUTER INC 2011-12-09 2025-03-27 44273 2746 41527 41527 500. BANK OF AMERICA CORPORATION 2014-02-07 2025-01-17 23094 8420 14674 14674 500. BANK OF AMERICA CORPORATION 2014-02-07 2025-11-19 26120 8420 17700 17700 100. BERKSHIRE HATHAWAY INC DEL CL B 2020-04-14 2025-03-27 53245 19339 33906 33906 10. BOOKING HLDGS INC 2015-07-15 2025-03-27 47010 11743 35267 35267 100. CARLISLE COS INC 2020-09-01 2025-01-17 39475 13148 26327 26327 100. CARLISLE COS INC 2020-09-01 2025-03-27 34530 13148 21382 21382 250. CHEVRONTEXACO CORP 2014-12-29 2025-01-17 39781 28415 11366 11366 250. CHEVRONTEXACO CORP 2014-12-29 2025-03-27 41728 26902 14826 14826 50. COSTCO WHOLESALE CORP 2018-06-11 2025-01-17 46315 10215 36100 36100 700. DANAHER CORPORATION 2012-11-14 2025-11-19 155988 23696 132292 132292 100. META PLATFORMS INC CLASS A 2018-06-26 2025-01-17 62183 19821 42362 42362 100. META PLATFORMS INC CLASS A 2018-06-26 2025-03-27 60327 19821 40506 40506 200. FISERV INC WISC 2012-11-14 2025-01-17 41225 3681 37544 37544 100. FISERV INC WISC 2012-11-14 2025-03-27 22049 1841 20208 20208 900. FISERV INC WISC 2012-11-14 2025-11-19 54540 16565 37975 37975 50. GALLAGHER ARTHUR J & CO 2020-09-01 2025-01-17 14731 5267 9464 9464 150. GALLAGHER ARTHUR J & CO 2020-09-01 2025-03-27 50400 15800 34600 34600 100. J P MORGAN CHASE & CO 2012-03-26 2025-01-17 25362 4556 20806 20806 50. J P MORGAN CHASE & CO 2012-03-26 2025-11-19 15113 2278 12835 12835 50. MICROSOFT CORP 2023-08-17 2025-01-17 21617 16038 5579 5579 100. MICROSOFT CORP 2023-08-17 2025-03-27 39010 32076 6934 6934 1250. NVIDIA CORPORATION SR NT 2015-12-10 2025-01-17 169764 1027 168737 168737 150. NVIDIA CORPORATION SR NT 2015-12-10 2025-03-27 16770 123 16647 16647 100000. ORACLE CORP DTD 04/01/2020 2.5% 04/01/20 2021-04-19 2025-04-01 100000 100000 200. RTX CORPORATION COM 2017-11-28 2025-01-17 23978 15241 8737 8737 300. RTX CORPORATION COM 2017-06-30 2025-03-27 40270 19361 20909 20909 66.08 RTX CORPORATION COM 2012-11-14 2025-11-19 11496 2888 8608 8608 183.92 RTX CORPORATION COM 2010-06-02 2025-11-19 31996 7038 24958 24958 75. RESMED INC COM 2012-11-14 2025-03-27 16698 2976 13722 13722 150. STRYKER CORP 2012-11-14 2025-03-27 55026 7885 47141 47141 250. TJX COS INC NEW 2018-04-30 2025-01-17 30431 10693 19738 19738 50. THERMO ELECTRON CORP 2018-05-10 2025-03-27 25493 10563 14930 14930 100000. U S TREASURY NOTE DTD 11/15/2015 2.25% 1 2015-11-30 2025-11-15 100000 100328 -328 -328 50. VISA INC SR NT VISA INC COM CL A 2017-02-28 2025-01-17 15851 4401 11450 11450 100. VISA INC SR NT VISA INC COM CL A 2017-02-28 2025-03-27 34408 8802 25606 25606 100. WATSCO INC 2020-04-24 2025-03-27 51235 15697 35538 35538 . ALLERGAN PLC SHS 2025-06-06 169 169 169 50. CHUBB LIMITED COM 2015-12-10 2025-03-27 14769 5775 8994 8994 1256948 20003 0 20003 0 20003 27180 0 0 27180 0 7177 7177 0 false false false false false true true false true true MA true false false false true true WELCH FORBES LLC 6175231635 45 SCHOOL STREET 5TH FL BOSTON MA 02108 false false false false false false false false false false false false false false false false false false false false false DANIEL AMORY ONE FEDERAL ST FL 29 BOSTON MA 02110 TRUSTEE 1 0 DAVID L SILVIAN ONE FEDERAL ST FL 29 BOSTON MA 02110 TRUSTEE 1 15689 CHRISTOPHER AMORY ONE FEDERAL ST FL 29 BOSTON MA 02110 TRUSTEE 1 0 NONE 0 WELCH FORBES LLC 45 SCHOOL STREET 5TH FL BOSTON MA 02108 INVESTMENT MANAGEMEN 65370 WELCH FORBES LLC 45 SCHOOL STREET 5TH FL BOSTON MA 02108 TAX PREPARATION 2650 DAVID SILVIAN ONE FEDERAL ST FL 29 BOSTON MA 02110 TRUSTEE SERVICES 15689 0 11794815 681229 0 12476044 0 0 12476044 187141 12288903 614445 614445 20003 20003 594442 0 594442 0 594442 651169 0 0 0 0 651169 594442 95774 0 0 0 0 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NONE PC CONTRIBUTION TO GENERAL 5100 CATHOLIC CHARITIES MAINE 307 CONGRESS STREET PORTLAND ME 04101 NONE PC CONTRIBUTION TO GENERAL 10000 FOLK ARTS RAJASTHAN 314 EAST 84TH ST 11 NEW YORK NY 10028 NONE PC FUND CHILDREN'S MUSICAL 1000 HARVARD COLLEGE 1350 MASSACHUSETTS AVE CAMBRIDGE MA 02138 NONE PC CONTRIBUTION TO GENERAL 1000 FENN SCHOOL 516 MONUMENT STREET CONCORD MA 01742 NONE PC CONTRIBUTION TO GENERAL 2500 MOUNT HOLYOKE COLLEGE 50 COLLEGE ST SOUTH HADLEY MA 01075 NONE PC CONTRIBUTION TO GENERAL 10000 JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS ST PORTLAND ME 04102 NONE PC CONTRIBUTION TO GENERAL 10000 SPRUCE STREET NURSERY SCHOOL 417 MAIN STREET GLOUCESTER MA 01930 NONE PC CONTRIBUTION TO GENERAL 2500 HURRICANE ISLAND FOUNDATION PO BOX 1280 ROCKLAND ME 04841 NONE PC CONTRIBUTION TO GENERAL 100 IMMIGRANT LEGAL ADVOCACY PROJECT 309 CUMBERLAND AVE PORTLAND ME 04101 NONE PC CONTRIBUTION TO GENERAL 5500 ISLAND INSTITUTE 386 MAIN STREET ROCKLAND ME 04841 NONE PC CONTRIBUTION TO GENERAL 50 MAINE DONOR ALLIANCE 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PC CONTRIBUTION TO GENERAL 55000 NATIONAL NETWORK OF ABORTION FD 298 WASHINGTON STREET GLOUCESTER MA 01930 NONE PC CONTRIBUTION TO GENERAL 2500 NORTHFIELD MOUNT HERMON SCHOOL 1 LAMPLIGHTER WAY GILL MA 01354 NONE PC CONTRIBUTION TO GENERAL 500 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 443 CONGRESS ST 3RD FL PORTLAND ME 04101 NONE PC CONTRIBUTION TO GENERAL 45000 OPPORTUNITY ALLIANCE 50 MONUMENT SQUARE PORTLAND ME 04101 NONE PC CONTRIBUTION TO GENERAL 10000 COURAGEUS SAILING NAVY YARD PIER FOUR BLVD MEMPHIS TN 38105 NONE PC CONTRIBUTION TO GENERAL 7500 WAYNFLETE SCHOOL 360 SPRING ST PORTLAND ME 04102 NONE PC CONTRIBUTION TO GENERAL 250 WAYSIDE FOOD PROGRAMS 135 WALTON ST PORTLAND ME 04103 NONE PC CONTRIBUTION TO GENERAL 10000 LANDING SCHOOL 286 RIVER ROAD ARUNDEL ME 04046 NONE PC CONTRIBUTION TO GENERAL 500 PREBLE STREET 38 PREBLE STREET PORTLAND ME 04101 NONE PC CONTRIBUTION TO GENERAL 15500 ENGINEERS WITHOUT BORDERS USA 1031 33RD STREET STE 210 DENVER CO 80205 NONE PC CONTRIBUTION TO GENERAL 500 ACLU FOUNDATION 125 BROAD STREET NEW YORK NY 10004 NONE PC CONTRIBUTION TO GENERAL 2500 BOSTON ATHENAEUM PO BOX 990009 BOSTON MA 02199 NONE PC CONTRIBUTION TO GENERAL 1000 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE PC CONTRIBUTION TO GENERAL 2500 FRIENDS OF KOTZSCHMAR ORGAN P O BOX 7455 PORTLAND ME 04112 NONE PC CONTRIBUTION TO GENERAL 50 CHARLES SCHWAB DAF 211 MAIN STREET SAN FRANCISCO CA 94105 NONE PC CONTRIBUTION TO GENERAL 298000 NORTH HAVEN FOUNDATION P O BOX 664 ROCKLAND ME 04841 NONE PC CONTRIBUTION TO GENERAL 600 642000 14 32816 14 212327 18 11961 18 1311106 1568210 1568210 false false false false false false false false false false TAX PREPARATION FEE 2650 1325 1325 COMCAST CORP DTD 10/5/18 4.15% 102930 100539 RTX CORP DTD 3/15/27 3.5% 100261 99516 APPLE INC DTD 2/23/26 3.25% 101225 99899 CVS HEALTH CORP DTD 2/21/23 5. 99700 102736 AMAZON COM INC DTD 12/1/32 4.7 99200 102798 EATON CORP DTD 5/18/23 4.35% 99668 101100 ORACLE CORP 2.5% 4/1/25 AT&T INC 4.35% 2/19/19 102019 100521 LOWES CO INC DTD 3/26/20 4.5% 102859 101266 AMGEN INC DTD 3/2/26 5.507% ANHEUZER BUSCH DTD 1/23/31 4.9 98982 103611 LOCKHEEED MARTIN CORP DTD 11/1 100804 102396 STARBUCKS CORP DTD 2/15/33 4.8 97538 101249 META PLATFORMS INC DTD 8/9/24 99298 101768 ELI LILLY & CO DTD 2/9/24 4.7% 99098 101379 WASTE MGMT INC DTD 8/3/23 4.87 100504 102565 ABBVIE INC SR NT DTD 3/15/34 5 100040 102769 MASTERCARD INC SR GLBL DTD 3/ 98725 102795 MCDONALDS CORP DTD 9/9/32 4.6% 98621 101819 STRYKER CORP DTD 2/10/35 5.2% 99999 102676 ALPHABET INC CL C 35076 470700 AMERIPRISE FINL 27041 183878 APPLE INC 29211 489348 BANK OF AMERICA 52760 220000 CHEVRON CORP 176879 266717 CISCO SYSTEMS 78702 231090 DANAHER CORP ECOLAB INC 54596 157512 FISERV INC JP MORGAN CHASE 31895 241665 JOHNSON & JOHNSON 65905 206950 MCDONALDS CORP 60844 213941 NVIDIA CORP 2984 671400 RESMED INC 24803 150544 ROPER TECH 56090 155796 STRYKER CORP 41307 175735 VANGUARD INFLATION- PROT SEC 101734 89503 MICROSOFT CORP 93529 531982 RTX CORP COM 66123 229250 CHUBB LIMITED 80850 218484 META PLATFORMS INC CL A 81065 330045 HOME DEPOT INC 91430 206460 VISA INC CL A 54582 227962 ABBOTT LABORATORIES 92754 187935 ADOBE SYSTEMS INC 98719 139996 AMAZON COM INC 163996 346230 BOOKING HLDGS 54698 214213 COSTCO WHOLESALE CORP NEW 51076 215585 TJX COS INC NEW 74848 268818 THERMO FISHER SCIENTIFIC INC 63380 173835 BROADCOM INC 124908 181703 BERKSHIRE HATHAWAY 77356 201060 CARLISLE COS INC 78888 191916 GALLAGHER ARTHUR 63200 155274 ISHARES US PREF 105518 92880 SMITH A O CORP 124910 167200 VERTEX PHARMACEUTICALS 148101 136008 WATSCO INC 62788 134780 SERVICENOW INC COM 167790 153190 LINCOLN ELECTRIC HLDS INC 154679 239640 AMERICAN WATER WORKS CO INC 97678 97875 ELI LILLY & CO 89475 161202 NEXTERA ENERGY INC 135119 160560 LINDE PLC COM 104294 117257 XYLEM INC 151313 149798 ISHARES TIPS BOND 50154 51328 O REILLY AUTOMOTIVE INC 197124 182420 PALO ALTO NETWORKS INC 152227 165780 VANGUARD FTSE DEV MKTS EFT 275327 287362 701594 711042 CAMDEN PRIVATE CAPITAL III 43247 45633 76128 OTHER NON-ALLOCABLE EXPENSE - 70 70 0 FOREIGN TAXES ON NONQUALIFIED 52 52 0 CAMDEN PRIVATE CAPITAL III LLC 11961 11961 INVESTMENT MANAGEMENT FEES 65370 65370 FEDERAL EXCISE TAX - PRIOR YR 10500 0 0 FEDERAL ESTIMATED TAX 20000 0 0 FOREIGN TAXES ON QUALIFIED FOR 257 257 0 FOREIGN TAXES ON NONQUALIFIED 52 52 0