2024-04-29T16:01:14-05:00 2023-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990PF 2023-01-01 046012784 KENWOOD FOUNDATION 7521-XXXXXX21240 KENW 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 THEODORE E OBER TRUSTEE 6175231635 2024-04-23 true false WAYNE R KURPIEL P00107798 6175231635 2024-04-23 2023 2023-04-26 12:10:37Z X 502440 122882 6389 6389 2579 2579 114930 128157 114930 0 246780 123898 0 0 0 0 0 0 3500 3500 0 0 1941 1941 0 0 4342 0 0 0 0 0 0 0 12109 250 21892 5441 0 250 154450 154450 176342 5441 0 154700 70438 118457 0 145749 140097 140097 0 0 0 54998 72580 255616 106727 106727 106727 3250 310724 319404 502440 0 X 310724 319404 310724 319404 310724 319404 310724 70438 0 381162 61758 319404 25. ALPHABET INC CAP STK CL C 2016-03-23 2023-12-08 3416 924 2492 2492 15. ANSYS INC COM 2007-05-16 2023-10-05 4288 418 3870 3870 5. ANSYS INC COM 2007-05-16 2023-12-08 1432 139 1293 1293 25. CARMAX INC 2004-07-08 2023-12-08 1684 249 1435 1435 5. ECOLAB INC 2010-06-30 2023-10-05 839 226 613 613 5. ECOLAB INC 2010-06-30 2023-11-29 942 226 716 716 25. ECOLAB INC 2010-06-30 2023-12-08 4783 1132 3651 3651 10. IDEXX LABORATORIES INC 2008-04-24 2023-10-05 4217 255 3962 3962 5. IDEXX LABORATORIES INC 2008-04-24 2023-12-08 2650 127 2523 2523 143. JOHNSON & JOHNSON 1979-03-06 2023-11-17 21367 202 21165 21165 25. JOHNSON & JOHNSON 1979-03-06 2023-12-08 3863 35 3828 3828 20. LANCASTER COLONY CORP 2010-06-30 2023-12-08 3348 1070 2278 2278 15. MICROSOFT CORP 1993-09-07 2023-10-05 4732 35 4697 4697 10. MICROSOFT CORP 1993-09-07 2023-11-29 3779 24 3755 3755 5. MICROSOFT CORP 1993-09-07 2023-12-08 1867 12 1855 1855 25. PROCTER & GAMBLE CO 1991-06-06 2023-11-29 3783 258 3525 3525 25. PROCTER & GAMBLE CO 1991-06-06 2023-12-08 3620 258 3362 3362 5. ROPER INDUSTRIES INC (NEW) 2015-06-25 2023-12-08 2682 879 1803 1803 10. STRYKER CORP 2006-05-16 2023-05-25 2696 437 2259 2259 10. STRYKER CORP 2006-05-16 2023-10-05 2646 437 2209 2209 5. STRYKER CORP 2006-05-16 2023-12-08 1447 218 1229 1229 10. TJX COS INC NEW 2016-03-23 2023-05-25 766 389 377 377 .333 VERALTO CORP COM SHS 2005-06-14 2023-10-23 24 2 22 22 638. VERALTO CORP COM SHS 2005-06-14 2023-11-17 44733 4588 40145 40145 10. VISA INC COM CL A 2015-06-25 2023-12-08 2553 687 1866 1866 114930 1647 0 1647 0 1647 4100 0 0 4100 0 2453 2453 0 false false false false false false false true true MA true false false false false true WELCH & FORBES LLC C/O LAUREN GATES 6175231635 45 SCHOOL STREET BOSTON MA 02108 false false false false false false false false false false false false false false false false false false false false false JOHN H KNOWLES JR 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 EDITH K WILLIAMS 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 THOMAS M WILLIAMS 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 JEAN KNOWLES HEDLUND 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 JAMES T KNOWLES 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 ROBERT M KNOWLES 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 THEODORE E OBER 45 SCHOOL STREET 5TH FLOOR BOSTON MA 02108 TRUSTEE 1 0 NONE 0 NONE 0 509255 0 0 509255 0 0 509255 7639 501616 25081 25081 1647 1647 23434 0 23434 0 23434 154700 0 0 0 0 154700 23434 0 0 125741 152396 141209 321947 408317 1149610 154700 0 0 0 23434 131266 0 0 1280876 0 0 0 0 0 0 125741 1155135 152396 141209 321947 408317 131266 X ACORD Food Pantry 69 WILLOW STREET Hamilton MA 01982 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 American Red Cross of Mass 139 MAIN STREET SUITE 1 CAMBRIDGE MA 02142 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 Animal Rescue League of BOSTON 10 CHANDLER ST BOSTON MA 02116 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Annisquam Village Church 820 WASHINGTON STREET Annisquam MA 01930 NONE PUBLIC UNRESTRICTED FOR GENERAL 100 Belmont Hill School 350 PROSPECT STREET BELMONT MA 02178 NONE PUBLIC UNRESTRICTED FOR GENERAL 10650 Beverly Bootstraps Food Pantry Inc 371 CABOT STREET Beverly MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 BOSTON SYMPHONY ORCHESTRA 301 MASSACUHSETTS AVENUE BOSTON MA 02115 NONE PUBLIC UNRESTRICTED FOR GENERAL 12000 Brookwood School PO BOX 1429 Manchester MA 01944 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 CARE USA 151 ELLIS STREETNE ATLANTA GA 30303 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 CASPAR Inc 315 HIGHLAND AVENUE SOMERVILLE MA 02144 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Children's Cancer Research Fund PO BOX 7006 ALBERT LEA MN 56007 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Children Incorporated 4205 DOVER ROAD Richmond VA 23221 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Christian Children's Fund 2821 EMERYWOOD PKWYBOX 26484 Richmond VA 26484 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Coalition for Buzzards Bay 620 BELLEVILLE AVENUE NEW BEDFORD MA 02745 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 COLUMBIA UNIVERSITY 622 W 113TH ST MAIL CODE 4524 NEW YORK NY 10025 NONE PUBLIC UNRESTRICTED FOR GENERAL 150 Conservation Law Foundation 62 SUMMER STREET BOSTON MA 02210 NONE PUBLIC UNRESTRICTED FOR GENERAL 2000 Dexter School 20 NEWTON STREET BROOKLINE MA 02445 NONE PUBLIC UNRESTRICTED FOR GENERAL 650 Doctors Without Borders 333 SEVENTH AVE 2ND FLOOR New York NY 10001 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 Epilepsy Foundation 8301 PROFESSIONAL PLACE Landover MD 20785 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Essex County Greenbelt 82 EASTERN AVENUE Essex MA 01929 NONE PUBLIC UNRESTRICTED FOR GENERAL 750 First Church in Chestnut Hill 26 SUFFOLK ROAD CHESTNUT HILL MA 02467 NONE PUBLIC UNRESTRICTED FOR GENERAL 3000 Beverly Hospital 39 HERRICK STREET Beverly MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 Harvard College 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC CLASS ENDOWMENT PROGRAM 1250 Home for Little Wanderers 271 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Ipswich River Watershed Assn Inc PO BOX 576 Ipswich MA 01938 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Jackson Laboratory 610 MAIN STREET BAR HARBOR ME 04609 NONE PUBLIC UNRESTRICTED FOR GENERAL 1100 Landmark School 429 HALE STREET Prides Crossing MA 01965 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 Leukemia & Lymphoma Society PO BOX 4072 PITTSFIELD MA 01202 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Manchester Public Library 15 UNION STREET MANCHESTER MA 01944 NONE PUBLIC UNRESTRICTED FOR GENERAL 100 Massachusetts Audubon Society 208 SOUTH GREAT ROAD Lincoln MA 01773 NONE PUBLIC UNRESTRICTED FOR GENERAL 1250 Massachusetts General Hospital 165 CAMBRIDGE STSUITE 600 BOSTON MA 02114 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 McLean Hospital 115 MILL STREET BELMONT MA 02478 NONE PUBLIC UNRESTRICTED FOR GENERAL 5000 Memorial Sloan-Kettering Cancer Cen 633 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 MGH INSTITUTE OF HEALTH PROFESSIONALS 36 FIRST AVENUE BOSTON MA 02129 NONE PUBLIC UNRESTRICTED FOR GENERAL 32000 Museum of Science SCIENCE PARK BOSTON MA 02114 NONE PUBLIC UNRESTRICTED FOR GENERAL 2500 Nativity Preparatory School 39 LAMARTINE STREET Jamaica Plain MA 02130 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 NORTH SHORE UNITED WAY 248 CABOT STREET BEVERLY MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Ohio Wesleyan University 61 S SANDUSKY STREET Delaware OH 43015 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Phillips Brooks House HARVARD UNIVERSITY CAMBRIDGE MA 02138 NONE PUBLIC UNRESTRICTED 100 PINGREE SCHOOL 537 HIGHLAND STREET SOUTH HAMILTON MA 01982 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 PLAN INTERNATIONAL USA 155 PLAN WAY WARWICK RI 02886 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Salvation Army 147 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Shore Country Day School 545 CABOT STREET BEVERLY MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Smith College 33 ELM STREET Northampton MA 01063 NONE PUBLIC THE SMITH FUND 2500 St John's EPISCOPAL Church 705 HALE STREET Beverly MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 St Lawrence University 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC UNRESTRICTED FOR GENERAL 5000 St Luke's Hospital SouthCoast Health System 101 PAGE STREET NEW BEDFORD MA 02740 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Trustees of Reservations 572 ESSEX STREET BEVERLY MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 2500 United Way of Massachusetts Bay 51 SLEEPER STREET BOSTON MA 02210 NONE PUBLIC UNRESTRICTED FOR GENERAL 6000 US Fund for UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Veterans of Foreign Wars of the US 200 MARYLAND AVENUE NE WASHINGTON DC 20002 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 WBGH Educational Foundation 125 WESTERN AVENUE BOSTON MA 02134 NONE PUBLIC UNRESTRICTED FOR GENERAL 10000 Wellspring House 302 ESSEX AVENUE Gloucester MA 01930 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 Wenham Museum 132 MAIN STREET WENHAM MA 01984 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Westminster School PO BOX 337 SIMSBURY CT 06070 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 Winsor School PO BOX 414068 BOSTON MA 02241 NONE PUBLIC UNRESTRICTED FOR GENERAL 2500 YMCA OF THE NORTH SHORE 245 CABOT STREET BEVERLY MA 01915 NONE PUBLIC UNRESTRICTED FOR GENERAL 100 CHRISTOPHER AND DANA REEVE FOUNDATION 636 MORRIS TPKE STE 3A SHORT HILLS NJ 07078 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER ST Danvers MA 01923 NONE PUBLIC UNRESTRICTED FOR GENERAL 2000 PROCTOR ACADEMY 204 MAIN ST ANDOVER NH 03216 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE ONE BRIDGE STREET NEWTON MA 02458 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 International Medical Corps 12400 WILSHIRE BLVD Los Angeles CA 90025 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 Women's Fund of Essex County 175 ANDOVER STREET SUITE 101 Danvers MA 01923 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 Root Fund NS Inc 35 CONGRESS ST SUITE 2350 Salem MA 01970 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 21705 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 PARTNERSHIP WITH NATIVE AMERICANS PO BOX 637 CULPEPER VA 22701 NONE PUBLIC UNRESTRICTED FOR GENERAL 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA 1055 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 RIVERKEEPER 20 SECOR ROAD OSSINING NY 10562 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 HUDSONIA LTD 30 CAMPUS RD ANNANDALEONHUDSON NY 12504 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 LYNN HEALTH AND WELLNESS CENTER 269 UNION STREET LYNN MA 01901 NONE PUBLIC UNRESTRICTED FOR THE 1000 PRISON MINDFULNESS INSTITUTE PO BOX 206 SOUTH DEERFIELD MA 01373 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 WGBH EDUCATIONAL FOUNDATION 1 GUEST STREET BOSTON MA 02135 NONE PUBLIC UNRESTRICTED FOR GENERAL 1500 FAMILY HEALTH PROJECT 42 MARKET STREET IPSWICH MA 01938 NONE PUBLIC UNRESTRICTED FUND 2500 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FL WASHINGTON WA 20036 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 BEYOND WALLS 18 MT VERNON ST LYNN MA 01901 NONE PUBLIC UNRESTRICTED FOR GENERAL 250 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE R FALMOUTH MA 02540 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 NATIVE PLANT TRUST 180 HEMENWAY ROAD FRAMINGHAM MA 01701 NONE PUBLIC UNRESTRICTED FOR GENERAL 500 EDEN 717 SOUTH STREET ROSLINDALE MA 02131 NONE PUBLIC UNRESTRICTED FOR GENERAL 10000 154450 14 6389 14 2579 18 114930 123898 123898 false false false false false false false false false false X X 1 EDITH L DABNEY C/O WELCH FORBES LLC 45 SCHOOL STREET BOSTON MA 02108 66000 X X 2 JAMES T KNOWLES C/O WELCH FORBES LLC 45 SCHOOL STREET BOSTON MA 02108 21060 X X 3 JEAN KNOWLES HEDLUND C/O WELCH FORBES LLC 45 SCHOOL STREET BOSTON MA 02108 6032 X X 4 JOHN H KNOWLES C/O WELCH FORBES LLC 45 SCHOOL STREET BOSTON MA 02108 11769 X X 5 ROBERT M KNOWLES C/O WELCH FORBES LLC 45 SCHOOL STREET BOSTON MA 02108 18021 X X 1 133 shrs Veralto Corp 9535 2023-11-13 2 143 shrs Johnson & Johnson 21060 2023-11-13 3 82 shrs Veralto Corp 6032 2023-11-14 4 160 shrs Veralto Corp 11769 2023-11-14 5 245 shrs Veralto Corp 18021 2023-11-14 TAX PREPARATION FEE 3500 3500 IN ACCORDANCE WITH SECTIONS 4942(h)(2) AND REG 53-4942(a)-3(d)(2), OF THE INTERNAL REVENUE CODE, THE KENWOOD FOUNDATION HEREBY ELECTS TO TREAT CERTAIN CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE FROM CORPUS. IN 2023 THE FOUNDATION RECEIVED $122,882 IN CONTRIBUTIONS OF SECURITIES AND CASH FROM VARIOUS INDIVIDUALS. THE FOUNDATION'S DISTRIBUTABLE AMOUNT FOR 2023 WAS $23,434. THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS IN 2023 IN THE AMOUNT OF $154,700. WITH RESPECT TO 2023 CONTRIBUTIONS RECEIVED, $131,266 WAS DISTRIBUTED OUT OF CORPUS, TO WHICH THIS ELECTION APPLIES. THE EXCESS DISTRIBUTION CARRYOVER TO 2024 TOTALS $1,155,135. 100 ABBOTT LAB 24 11007 150 CARMAX INC 1493 11511 55 DANAHER CORP 999 12724 50 JOHNSON & JOHNSON 71 7837 35 MICROSOFT CORP 83 13161 40 STRYKER CORP 1747 11978 45 ANSYS INC 1254 16330 25 IDEXX LABORATORIES INC 637 13876 50 PROCTER & GAMBLE CO 516 7327 50 ECOLAB INC 2265 9918 50 LANCASTER COLONY CORP 2943 9151 10 METTLER TOLEDO INTERNATIONA 2185 12130 20 ROPER TECHNOLOGIES INC 3515 10903 40 VISA CLASS A SHARES 2750 10414 100 CHURCH & DWIGHT CO INC 4143 9456 75 ALPHABET INC CAP STK C 2771 10570 70 FISERV INC 3498 9299 30 HOME DEPOT INC 3917 10397 15 OREILLY AUTOMOTIVE INC 4133 14251 100 TJX COS INC 3895 9381 30 CHUBB LIMITED 3589 6780 5 CINTAS 2767 3013 5 COSTCO WHOLESALE 3060 3300 15 GALLAGHER ARTHUR J 3601 3373 115 LINCOLN ELECTRIC HOLDINGS 3098 3262 10 MOODYS CORP 3753 3906 7 NVIDIA 3335 3467 7 WATSCO INC 2885 2999 50 SHOPIFY INC 3653 3895 SAVINGS BANK LIFE INS POLICY AT COST 106727 106727 HORIZON FOR HOMELESS CHILDREN 3250 0 0 ADJUST 2023 CONTRIBUTIONS TO TAX COST 61758 LIFE INSURANCE EXPENSE 11859 0 0 FORM PC ANNUAL FILING 250 0 250 INVESTMENT MANAGEMENT FEES 1941 1941 FEDERAL TAX PAYMENT - PRIOR YE 242 0 0 FEDERAL ESTIMATED TAX 4100 0 0