13F-HR 1 a2102593z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2002 Check here if Amendment [ ] Amendment No.: _______ This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Deborah Carlson Address: c/o Amelia Peabody Foundation One Hollis Street Wellesley, MA 02482 Form 13F File Number: 028-05995 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person signing this Report on Behalf of Reporting Manager: Name: Deborah Carlson Title: Trustee Phone: 781-237-6468 Signature, place and date of signing: /s/ Deborah Carlson Wellesley, Massachusetts February 6, 2003 Report Type (Check only one): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [x] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F File No. Name 28-05989 Amelia Peabody Foundation -2- FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $752 (in thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. None -3-

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 Name of Issuer Title of Class CUSIP Value Shrs or Sh/ Put/ Investment Other Voting Authority (X $1000) Prn Amt Prn Call Discretion Managers Sole Shared None Amer Int'l Group Common 026874107 1112 200 SH Sole 200 Beverly National Common 088115100 4345 2,100 SH Sole 2,100 Cinergy Corp. Common 172474108 4751 1,500 SH Sole ~~Duke~~1,500 ~~Energy~~CVS Corp. Common ~~264399585~~126650100 1613 ~~1,000~~500 SH Sole 500 Energy East Corp. Common 29266M109 7991 4,000 SH Sole 4,000 Energy East Capital Preferred 29267G200 52 2,000 SH Sole 2,000 Great Plains Common 391164100 5769 3,000 SH Sole 3,000 IBM Common 459200101 1724 300 SH Sole 300 Investors Financial Common 461915100 14 500 SH Sole 500 Johnson & Johnson Common 478160104 2728 500 SH Sole 500 JP Morgan Chase Common 46625H100 1925 1,000 SH Sole 1,000 Microsoft Common 594918104 1721 400 SH Sole 400 New Plan Excel Common 648053106 4648 2,500 SH Sole 2,500 Petroleo Common 71654V408 1115 1,000 SH Sole 1,000 Pfizer Common 717081103 2022 700 SH Sole 700 Proctor & Gamble Common 742718109 2726 300 SH Sole 300 Royal Dutch ADR Common 780257804 3236 800 SH Sole 800 Stanley Works Common 854616109 18 500 SH Sole 500 Teco Energy Common 872375100 32 2,000 SH Sole 2,000 Tenn Valley Ser. A Preferred 880591409 53 2,000 SH Sole 2,000 Torch Offshore Common 891019101 1517 3,000 SH Sole ~~TXU Corp Common 873168108 46 1~~3,~~100~~000 ~~SH Sole~~ XL Capital Ltd Common G98255105 3740 500 SH Sole ~~704~~500 752

COLUMN 1 COLUMN 7 COLUMN 8 Name of Issuer Other Voting Authority Managers Sole Shared None Amer Int'l Group 200 Beverly National 2,100 Cinergy Corp. 1,500 Duke Energy 1,000 Energy East Corp. 4,000 Energy East Capital 2,000 Great Plains 3,000 IBM 300 Johnson & Johnson 500 JP Morgan Chase 1,000 Microsoft 400 New Plan Excel 2,500 Petroleo 1,000 Pfizer 700 Proctor & Gamble 300 Royal Dutch ADR 800 Teco Energy 2,000 Tenn Valley Ser. A 2,000 Torch Offshore 3,000 TXU Corp 1,100 XL Capital Ltd 500

Filing Compare · CARLSON DEBORAH