13F-HR 1 a2161793z13f-hr.txt FORM 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: June 30, 2005 Check Here if Amendment / /; Amendment Number: --------- 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 August 5, 2005 ------------------------------- ------------------------ ------------- [Signature] [City, State] [Date] 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 Number Name 28-05989 Amelia Peabody Foundation FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 29 -------------------- Form 13F Information Table Value Total: $1,211 -------------------- (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 DEBORAH CARLSON - JUNE 30, 2005 FORM 13F INFORMATION TABLE

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~~VALUE orSHRS ShOR SH/ ~~Put~~PUT/ ~~Investment~~INVESTMENT ~~Other~~OTHER ~~Voting~~VOTING ~~Authority~~AUTHORITY (XNAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) ~~Prn~~PRN ~~Amt~~AMT ~~Prn~~PRN ~~Call~~CALL ~~Discretion~~DISCRETION ~~Managers~~MANAGERS ~~Sole~~SOLE ~~Shared~~SHARED ~~None~~NONE ~~Amer~~------------------------- ~~Int'l~~---------------- ~~Group~~--------- ~~Common~~-------- ~~026874107~~--------- 20----- ~~300~~------ SH------------ ~~Sole~~---------- ~~300~~------ 0-------- 0------ Beverly National Common 088115100 5755 2,100 SH Sole 2,100 0 0 BP PLC Spon ADR Common 055622104 2931 500 SH Sole 500 0 0 Bristol Meyers Common 110122108 1320 ~~500~~800 SH Sole ~~500~~800 0 0 Centerpoint Common 15189T107 1113 1,000 SH Sole 1,000 0 0 Cinergy Corp. Common 172474108 6267 1,500 SH Sole 1,500 0 0 CVS Corp. Common 126650100 3241 ~~700~~1,400 SH Sole ~~700~~1,400 0 0 Dow Common 260543103 5045 1,000 SH Sole 1,000 0 0 Duff Phelps Common 26432K108 44 3,000 SH Sole 3,000 0 0 Duke Energy Common 264399106 1619 641 SH Sole 641 0 0 Dupont Common 263534109 22 500 SH Sole 500 0 0 Energy East Corp. Common 29266M109 ~~107~~116 4,000 SH Sole 4,000 0 0 Energy East Corp. Tr. Preferred ~~9267G200~~29267G200 5453 2,000 SH Sole 2,000 0 0 General Electric Common 369604103 1817 500 SH Sole 500 0 0 Great Plains Common 391164100 9196 3,000 SH Sole 3,000 0 0 HSBC Holdings Common 404280406 3432 400 SH Sole 400 0 0 IBM Common 459200101 3022 300 SH Sole 300 0 0 Johnson & Johnson Common 478160104 3233 500 SH Sole 500 0 0 JP Morgan Chase Common 46625H100 3935 1,000 SH Sole 1,000 0 0 Key Corp. Common 493267108 17 500 SH Sole 500 0 0 ~~Marsh~~Microsoft ~~& McLennon~~ Common ~~571748102~~594918104 1320 ~~400~~800 SH Sole ~~400~~800 0 0 ~~Microsoft~~New Plan Excel Common ~~594918104~~648053106 2154 ~~800~~2,000 SH Sole ~~800~~2,000 0 0 New ~~Plan~~York ~~Excel~~Cmnty Common ~~648053106~~649445103 54 23,000 SH Sole 23,000 0 0 Petroleo Common 71654V408 3242 800 SH Sole 800 0 0 Proctor & Gamble Common 742718109 3332 600 SH Sole 600 0 0 Royal Dutch ADR Common 780257804 5765 1,000 SH Sole 1,000 0 0 Stanley Works Common 854616109 4946 1,000 SH Sole 1,000 0 0 Teco Energy Common 872375100 4657 3,000 SH Sole 3,000 0 0 TransCanada Common 89353D107 2526 1,000 SH Sole 1,000 0 0 XL Capital Ltd Common G98255105 3937 500 SH Sole 500 0 0 ~~1125~~1211

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