2026-07-07T08:16:57-05:00 2025-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2025-01-01 046046761 MASSACHUSETTS SOCIETY OF THE CINCINNATI MASS 6175231635 CO WELCH FORBES LLC 45 SCHOOL S BOSTON MA 02108 THOMAS W THALER PRESIDENT 6175231635 2026-06-16 1 WAYNE KURPIEL P00107798 6175231635 2025 2025-03-06 01:10:19Z X 4193781 X 3582 X 5000 5000 86768 86768 164163 344558 164163 26021 0 285534 255931 0 0 0 3010 3010 0 28778 28778 0 3822 1280 0 2381 0 0 54999 0 21247 92990 33068 21247 194920 194920 287910 33068 216167 -2376 222863 64891 38089 38089 26155 60977 60977 50172 100960 101584 1931118 1869959 3831534 168046 168021 159097 2500 2500 2500 2242882 2240506 4193781 0 0 X 1304909 1304909 0 0 937973 935597 2242882 2240506 2242882 2240506 2242882 -2376 0 2240506 0 2240506 SYSCO CORP P 2025-01-02 39090 27459 11631 11631 UNITED STATES TREAS NTS DTD 2/28/23 P 2025-02-28 25000 24984 16 16 AFLAC INC P 2025-03-07 29611 10172 19439 19439 ABBVIE INC SR NT COM P 2025-03-07 18885 7158 11727 11727 AFLAC INC P 2025-03-19 34712 11882 22830 22830 MEDTRONIC PLC SHS P 2025-03-19 35424 27651 7773 7773 WEST PHARMACEUTICAL SVSC INC COM P 2025-05-07 11635 19262 -7627 -7627 AMERICAN EXPRESS CO P 2025-11-20 24616 4457 20159 20159 CINTAS CORP P 2025-11-20 18384 6745 11639 11639 EMERSON ELEC CO P 2025-11-20 26004 11754 14250 14250 MOODYS INVESTORS SERVICES P 2025-11-20 35890 18091 17799 17799 ORACLE CORP P 2025-11-20 45307 10780 34527 34527 164163 3098 0 3098 0 3098 2373 0 500 0 2873 X 0 225 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 https://ma-soc.org/ WELCH FORBESLLC 6175231635 45 SCHOOL ST BOSTON MA BOSTON MA 021083204 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL KINYON 6061 SUGARSTONE COURT MCLEAN VA 22101 SECRETARY 10.00 0 0 0 THOMAS WARREN THALER 37 BEACON STREET APT 45 BOSTON MA 02108 PRESIDENT 3.00 0 0 0 TOM HUNTER 4R LINDSEY STREET MARBLEHEAD MA 01945 VICE PRESIDENT 3.00 0 0 0 CHRISTOPHER JOHN PORTER 7 COLUMBUS AVE CONCORD NH 03301 TREASURER 3.00 0 0 0 STEPHEN JOHN KELLEHER JR 43 LEVITT STREET HINGHAM MA 02043 ASSISTANT TREASURER 3.00 0 0 0 J ARCHER O'REILLY III 160 THORNDIKE STREET BROOKLINE MA 02446 REGISTRAR 3.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 4240855 304 2500 4243659 0 0 4243659 63655 4180004 209000 209000 3098 3098 205902 0 205902 0 205902 216167 0 216167 205902 54962 0 0 216167 54962 0 0 161205 0 0 0 0 0 0 0 0 44697 0 0 0 X ALDEN KINDRED OF AMERICA 105 ALDEN STREET DUXBURY MA 02332 NONE PC GRANT REVOLUTIONARY WAR ENCAMPMENT. 1700 BATTLE RHODE ISLAND ASSOCIATION 670 E MAIN ROAD PORTSMOUTH RI 02871 NONE PC FUND CONTINUED DEVELOPMENT OF WEBSITE 9800 BOSTON ANTHENAEUM 10-1/2 BEACON STREET BOSTON MA 02108 NONE PC DEVELOPING A NEW EXHIBIT, "RE-READING THE REVOLUTION." A LARGE PORTION OF THE EXHIBIT IS DIRECTLY RELATED TO OUR MISSION. OTHER TOPICS SUCH AS LEWIS & CLARK, IDENTITY AND INCLUSION, WOMENS EDUCATION, WORLD WAR II PROPAGANDA ARE OUSTIDE OF OUR FOCUS. ONLY MASOC HAS BEEN SOLICITED. 13000 COMMONWELATH MUSEUM 220 MORRISSEY BOULEVARD BOSTON MA 02125 NONE PC FUNDING SCHOOL BUS TRANSPORTATION FOR FIELD TRIPS TO THE MUSEUM. 5000 CONCORD MUSEUM 200 LEXINGTON ROAD PO BOX 146 CONCORD MA 01742 NONE PC PATRIOT DAY CELEBRATION, TEACHER TRAINING AND RESOURCES TIED TO THE COMMEMORATION OF THE 250TH ANNIVERSARY OF THE AMERICAN REVOLUTION. 10100 FREEDOM'S WAY HERITAGE ASSOCIATION 94 JACKSON ROAD STE 311 DEVENS MA 014344014 NONE PC 6 TO 8 COMMUNITY PERFORMANCES IN SUMMER 2026 - 40 MINUTES EACH WITH DIALOGUE AFTER - SUBJECT: DECLARATION OF INDEPENDENCE "REIMAGINED". 3500 FRIENDS OF MINUTE MAN NATIONAL PARK 174 LIBERTY ST CONCORD MA 01742 NONE PC STIPENDS FOR 14 REINACTORS TO ATTEND A 2 DAY EDUCATION PROGRAM, GUN POWDER, AND ROYAL ARTILLERY UNIFORMS. GUNPOWDER IS USED IN DEMONSTRATIONS ALL YEAR, SEEN BY PARK VISITORS AND IS THE HIGHER PRIORITY. THE EDUCATION PROGRAM HAS BEEN GOING ON FOR YEARS BUT THIS IS THE FIRST YEAR THEY ASKED FOR STIPENDS. 5000 FRIENDS OF MINUTE MAN NATIONAL PARK 174 LIBERTY ST CONCORD MA 01742 NONE PC STIPENDS FOR 14 REINACTORS TO ATTEND A 2 DAY EDUCATION PROGRAM, GUN POWDER, AND ROYAL ARTILLERY UNIFORMS. GUNPOWDER IS USED IN DEMONSTRATIONS ALL YEAR, SEEN BY PARK VISITORS AND IS THE HIGHER PRIORITY. THE EDUCATION PROGRAM HAS BEEN GOING ON FOR YEARS BUT THIS IS THE FIRST YEAR THEY ASKED FOR STIPENDS. 5000 GENERAL HENRY KNOX MUSEUM 30 HIGH STREET PO BOX 326 THOMASTON ME 04861 NONE PC PARTIAL FUNDING OF THE INTERNSHIP PROGRAM. 25000 GROTON HISTORY CENTER PO BOX 202 GROTON MA 014500202 NONE PC FOR AN EVENT CELEBRATING THE 320 PEOPLE FROM GROTON WHO VOLUNTEERED ON THE PATRIOT SIDE OF THE REVOLUTION. THERE IS MONEY FOR RESEARCH INTO THESE PEOPLE, FOR SIGNS WITH THEIR NAMES AND, INCOME CASES, BIOGRAPHIES. THERE IS ALSO FUNDING REQUESTED FOR THE EVENT ALONG WITH FURNITURE AND SUPPLIES. 4770 HISTORIC NEW ENGLAND (SOC FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES) 141 CAMBRIDGE STREET BOSTON MA 021142702 NONE PC REVOLUTIONARY ERA FIELD TRIP AND VIRTUAL EXPERIENCES FOR GRADES 3-8. FOCUS ON HENRY KNOX, EVACUATION DAY AND MEANING OF FREEDOM. 4000 MASSACHUSETTS COUNCIL FOR SOCIAL STUDIES 170 TREMONT STREET BOSTON MA 02111 NONE PC FUNDING FOR HISTORICAL SITES 5100 MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON STREET BOSTON MA 022153695 NONE PC SUPPORT TEACHER OUTREACH AND MASOC FELLOWSHIP. 8000 MICHELLE GABRIELSON 140 OVERLOOK DRIVE WELLESLEY MA 02481 NONE I ANNUAL FREDERICK GRAHAM AWARD 1000 MOUNT GULIAN SOCIETY 145 STERLING STREET BEACON NY 12508 NONE PC EXPAND AND ENHANCE MARKETING PROGRAM FOR 4TH AND 7TH GRADE PUBLIC, PRIVATE, AND HOME-SCHOOLED CHILDREN. 3000 OLD NORTH ILLUMINATED 193 SALEM STREET BOSTON MA 02113 NONE PC REENACTMENTS AND DISCUSSIONS SPECIFIC TO THE REVOLUTION. 5500 PRESCOTT COMMUNITY CENTER 145 MAIN ST GROTON MA 014500202 NONE PC 15 PLAQUES AROUND GROTON AND SELF GUIDED AUDIO TOUR SHOWCASING THE TOWNS INVOLVEMENT IN THE REVOLUTION. GROTON MILITIA AND SOLDIERS PLAYED A SIGNIFICANT ROLE AT BUNKER HILL AND BEYOND. 10950 REVOLUTION 250 COALITION 87 MT VERNON STREET BOSTON MA 02108 NONE PC COMMEMORATE THE 250TH ANNIVERSARY OF THE REVOLUTION. 12000 SOCIETY OF THE CINCINNATI ANDERSON HOUSE 2118 MASSACHUSETTS AVE NW WASHINGTON DC 20008 NONE PF CONTRIBUTION FOR PURCHASE OF AUCTIONED FRENCH DOCUMENT. 10000 SOCIETY OF THE CINCINNATI ANDERSON HOUSE 2118 MASSACHUSETTS AVE NW WASHINGTON DC 20008 NONE PF CONTRIBUTION FOR PURCHASE OF AUCTIONED FRENCH DOCUMENT. 7000 SOCIETY OF THE CINCINNATI ANDERSON HOUSE 2118 MASSACHUSETTS AVE NW WASHINGTON DC 20008 NONE PF PUBLIC PROGRAMS - EVENING LECTURES, LUNCH-TIME TALKS, BATTLEFIELD TOURS, AH TOURS.MASTER TEACHERS - PROVIDES EDUCATORS WITH HIGH CALIBER PROFESSIONAL DEVELOPMENT EXPERIENCE.LIBRARY FELLOWSHIPS - SUPPORT FOR THE ELLEN MCCALLISTER AND CLARK MA LIBRARY FELLOWSHIPS.OLIVER READ FUND - ONGOING AH STAFF DEVELOPMENT PROGRAM.PUBLICITY - MEDIA BUYS TO PUBLICIZE ARI ACTIVITIES.EXHIBITION - FUNDING SUPPORT FOR 2026 EXHIBITION: VOICES OF REVOLUTION.TEACHER WORKSHOP - PROPOSES HAVING ARI ORCHESTRATE A DAY LONG WORKSHOP IN THE BOSTON-WORCESTER CORRIDOR FOR THE 26-27 SCHOOL YEAR FOR 20-25 TEACHERS. 42500 THE PAUL REVERE MEMORIAL ASSOCIATION 19 NORTH SQUARE BOSTON MA 02113 NONE PC REENACTMENT SPECIFICALLY RELATED TO PAUL REVERE AND FAMILY. SESSIONS ON COLONIAL LIFE AND MUSIC OF LESS INTEREST. 3000 194920 0 14 5000 14 86768 18 164163 MEMBERSHIP FEES 4500 SPECIAL EVENT RECEIPTS 12606 COMMITTEE RECEIPTS 2328 ANNUAL DINNER RECEIPTS 6087 MERCHANDISE SALES 500 0 255931 26021 281952 11A NEW MEMBERS PAY AN INITITIATION FEE UPON JOINING THE ORGANIZATION. THE FEE IS USED FOR THE EXEMPT PURPOSES OF THE ORGANIZATION. 11B REGISTRATION FEES RECEIVED FROM HINGHAM EVENT AND FRENCH SCHOLAR CLAMBAKE PROCEEDS USED FOR THE EXEMPT PURPOSES OF THE ORGANIZATION. 11C THIS IS A CONTRIBUTION TO OFFSET THE STANDING COMMITTEE DINNER EXPENSES. 11D MEMBERS CONTRIBUTION TO ANNUAL DINNER. 11E PROCEEDS FROM ECKTIE SALES. 0 0 0 0 0 0 0 0 0 0 WELCH & FORBES TAX PREPARATION FEE 2200 2200 0 QUICK BOOKS FEE 810 810 0 NONE 0 VANGUARD HIGH-YIELD CORP ADM 142940 133569 MCDONALDS CORP DTD 8/14/23 4.8% 8/14/28 25081 25528 ABBOTT LABORATORIES 34234 62019 ABBVIE INC COM 25627 91396 AMERICAN EXPRESS CO 15920 92488 APPLE INC 8908 168553 AUTOMATIC DATA PROCESSING INC 7059 51446 CHEVRON CORP NEW 14617 55630 JOHNSON & JOHNSON 19882 61050 MICROSOFT CORP 7869 135414 PEPSICO 15259 43056 STRYKER CORP 11008 70294 ISHARES RUSSELL 2000 (ETF) 80988 211698 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (ETF) 107262 161832 SPDR S&P MIDCAP 400 MKT 208870 482624 TJX COS INC NEW 26695 110599 ECOLAB INC 28361 59067 EMERSON ELECTRIC CO 20773 49106 HOME DEPOT INC 24179 61938 PROCTER & GAMBLE CO 30589 50159 UNITED PARCEL SERVICE CLASS B 38806 36204 ISHARES MSCI EMERGING MARKETS (MKT) 80168 120362 ISHARES US PREFERRED STOCK (MKT) 176969 139320 CHURCH & DWIGHT CO INC 19929 37313 RPM INTERNATIONAL INC 25545 43680 CHUBB LIMITED COM 39305 87394 VISA INC COM CL A 27519 82417 TRACTOR SUPPLY CO 33505 100020 GALLAGHER ARTHUR J & CO 29159 85401 ACCENTURE PLC A 33195 56343 GOLDMAN SACHS GROUP INC PFD @4% 60361 48625 MORGAN STANLEY PFD PFD @4% 60849 48250 MOODYS CORP 24122 51085 CARLISLE COS INC 43326 84763 CINTAS CORP 36425 101558 ROPER TECHNOLOGIES INC 43577 53416 WATSCO INC 42955 80868 ORACLE CORP 32878 118895 CISCO SYSTEMS INC 33543 53921 COMCAST CORP CLASS A 26656 18681 OMNICOM GROUP INC 50125 54506 BROADCOM INC 44374 103830 EQUINIX INC 41663 42139 ELI LILLY & CO 34980 48361 XYLEM INC 54998 61281 COGNEX CORP 11424 14392 NEXTERA ENERGY INC 35503 40140 100960 101584 0 0 LT HOOKER'S SWORD 2500 2500 2500 ANNUAL DINNER EXPENSES 21704 0 0 COMMITTEE EXPENSES 11001 0 11001 SPECIAL EVENT EXPENSES 10246 0 10246 OPERATING & ADMIN EXPENSES 3632 0 0 BANK FEES 686 0 0 MERCHANDISE EXPENSES 7730 0 0 MEMBERSHIP FEES 4500 4500 SPECIAL EVENT RECEIPTS 12606 12606 COMMITTEE RECEIPTS 2328 2328 ANNUAL DINNER RECEIPTS 6087 6087 MERCHANDISE SALES 500 500 WELCH & FORBES INVESTMENT FEE 25376 25376 0 INSURANCE PREMIUMS 3402 3402 0 2025 TAX ESTIMATE 2042 0 0 2024 BALANCE DUE 500 0 0 MA PC FILING FEE 70 70 0 FOREIGN TAX PAID 1210 1210 0