2023-05-30T10:29:08-05:00 2022-12-31 263753134 CBIZ MHM LLC ONE CITIZENS PLAZA 9TH FLOOR PROVIDENCE RI 02903 990PF 2022-01-01 137196668 THE SALEM FOUNDATION SALE 4014571700 50 KENNEDY PLAZA 18TH FLOOR PROVIDENCE RI 02903 PAUL SALEM TRUSTEE 4014571700 2023-05-23 1 PAUL SALEM 999009999 0 BRENDA L BOOTH P01342395 4016263200 2023-05-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 58916353 X 5299738 18092 18092 1282566 1282566 7978955 20395166 7978955 508 508 0 14579859 9280121 0 0 0 0 0 143607 139288 0 0 27664 5133 0 0 18628 0 0 50 189899 144421 0 50 5396042 5396042 5585941 144421 0 5396092 8993918 9135700 0 568335 1437501 1437829 30431137 28572023 45317632 2630728 9705736 9684520 2656979 2471817 2476372 36287179 42187077 58916353 0 0 X 36287179 42187077 36287179 42187077 36287179 42187077 36287179 8993918 250000 45531097 3344020 42187077 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 942-2 P 3390845 3107427 283418 283418 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 942-2 P 1016849 1073401 -56552 -56552 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 709-2 P 1787998 1708804 79194 79194 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 709-2 P 1959718 1890044 69674 69674 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 P 372818 319641 53177 53177 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 P 345147 401924 -56777 -56777 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 P 10242918 3047732 7195186 7195186 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 P 1243588 676127 567461 567461 FIERA: NONUS EQUITY P 173310 -173310 -173310 FIERA: NONUS EQUITY P 17801 -17801 -17801 CAPITAL GAINS DIVIDENDS P 35285 35285 35285 7978955 506005 126986 0 126986 0 126986 50326 0 100000 0 150326 X 0 23340 23340 0 0 0 0 0 0 0 0 0 0 0 1 1 RI 1 0 0 0 0 1 N/A KRISTINE HARTY 4014571700 50 KENNEDY PLAZA 18TH FLOOR PROVIDENCE RI 02903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL J SALEM 41 NAYATT ROAD BARRINGTON RI 02806 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 NONE 0 0 55503162 924939 0 56428101 0 0 56428101 846422 55581679 2779084 2779084 126986 126986 2652098 0 2652098 0 2652098 5396092 0 5396092 2652098 0 0 3956654 1748710 5149627 5258346 3165851 19279188 5396092 0 0 0 2652098 2743994 0 0 22023182 0 0 0 0 0 0 3956654 18066528 1748710 5149627 5258346 3165851 2743994 PAUL J SALEM PAUL J SALEM C/O PROVIDENCE EQUITY PARTNERS INC 50 KENNEDY PLAZA PROVIDENCE RI 02903 4014571700 NO STANDARD FORMAT REQUIRED NONE NONE ANSWER THE CALL PO BOX 26837 NEW YORK NY 10087 PUBLIC CHARITY THE MISSION OF THE NEW YORK POLICE AND FIRE WIDOWS AND CHILDREN'S BENEFIT FUND IS TO SUPPORT THE FAMILIES OF NEW YORK CITY POLICE OFFICERS, FIREFIGHTERS, PORT AUTHORITY POLICE, AND EMS PERSONNEL WHO HAVE BEEN KILLED IN THE LINE OF DUTY. WHEN THESE BRAVE MEN AND WOMEN MAKE THE ULTIMATE SACRIFICE TO PROTECT OUR CITY, WE BELIEVE IT IS OUR CIVIC DUTY TO SUPPORT THE FAMILIES THESE HEROES HAVE LEFT BEHIND. OUR MISSION IS TO REASSURE THESE FAMILIES THAT WE WILL NEVER FORGET THEM OR THE SACRIFICE MADE BY THEIR LOVED ONES. WE PROVIDE FINANCIAL ASSISTANCE, HOST SPECIAL GATHERINGS, AND OFFER A NETWORK OF SUPPORT TO OVER 600 FAMILIES. OUR GOAL IS TO RAISE ENOUGH FUNDS TO ASSIST THESE FAMILIES FOR THE REST OF THEIR LIVES. 5000 BUTTON HOLE 1 BUTTON HOLE DRIVE PROVIDENCE RI 02909 PUBLIC CHARITY ENRICH THE LIVES OF YOUNG PEOPLE BY PROVIDING FACILITIES AND PROGRAMS THAT DEVELOP STRONG CHARACTER, TEACH LIFE VALUES, AND CHAMPION SUCCESS THROUGH THE GAME OF GOLF. 10000 COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC 700 S DIXIE HWY 200 WEST PALM BEACH FL 33401 PUBLIC CHARITY CLOSE THE GAPS OF OUR AREA'S CHRONIC AND CURRENT NEEDS. 35000 COMMUNITY PREPARATORY SCHOOL 135 PRAIRIE AVENUE PROVIDENCE RI 02905 PUBLIC CHARITY EMPOWER OUR DIVERSE STUDENT BODY TO REACH FULL ACADEMIC AND LEADERSHIP POTENTIAL WHILE BUILDING A BELOVED COMMUNITY. 3000 EDESIA INC 88 ROYAL LITTLE DRIVE PROVIDENCE RI 02904 PUBLIC CHARITY TO TREAT AND PREVENT MALNUTRITION FOR THE MOST VULNERABLE CHILDREN IN THE DEVELOPING WORLD 2000000 EK KADAM AUR FLAT 17C TOWER D VICEROY PARK THAKUR VILLAGE 4001 KANDIVALI EAST MUMBAI IN 400101 PUBLIC CHARITY INTEGRATE STUDENTS FROM UNDERPRIVILEGED BACKGROUNDS AND BLIND CHILDREN WITH NO LIFE PROSPECTS INTO SUCCESSFUL CAREERS. 25000 FRIENDS OF THE UNIVERSITY OF NOTRE DAME 1143 E IRELAND RD 1065 SOUTH BEND IN 46614 PUBLIC CHARITY GIVE SOCIETIES UNIQUELY RECOGNIZE MEMBERS OF THE NOTRE DAME FAMILY WHO GENEROUSLY ADVANCE THE UNIVERSITY'S MISSION THROUGH ANNUAL GIFTS. 100000 HARLEM CHILDREN'S ZONE 35 EAST 125TH STREET 6TH FLOOR NEW YORK NY 10035 PUBLIC CHARITY BREAKS THE CYCLE OF INTERGENERATIONAL POVERTY WITH ON-THE GROUND, ALL-AROUND PROGRAMMING THAT BUILDS UP OPPORTUNITIES FOR CHILDREN AND FAMILIES TO THRIVE IN SCHOOL, WORK AND LIFE. 25000 MELMARK NEW ENGLAND INC 461 RIVER ROAD ANDOVER MA 01810 PUBLIC CHARITY TO ASSIST IN TEACHING, INSTRUCTIONS AND PROVIDING SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCLUDING CHILDREN WITH AUTISM SPECTRUM DISORDERS, ACQUIRED BRAIN INJURY AND OTHER NEUROLOGICALLY BASED DISORDERS. 25000 MOSES BROWN SCHOOL 250 LLOYD AVENUE PROVIDENCE RI 02906 PUBLIC CHARITY PROVIDES COURSES OF INSTRUCTION FROM NURSERY SCHOOL THROUGH UPPER SCHOOL 558042 NATIVITY PREPARATORY SCHOOL 39 LAMARTINE STREET JAMAICA PLAIN MA 02130 PUBLIC CHARITY PROVIDE A TRANSFORMATIVE, TUITION-FREE JESUIT EDUCATION TO BOYS FROM LOW-INCOME FAMILIES IN BOSTON. 5000 PANMASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 PUBLIC CHARITY RAISES MONEY FOR LIFESAVING CANCER RESEARCH AND TREATMENT AT DANAFARBER CANCER INSTITUTE 50000 PROVIDENCE RESCUE MISSION PO BOX 72753 PROVIDENCE RI 02907 PUBLIC CHARITY REACH THE HOMELESS AND NEEDY OF RHODE ISLAND'S URBAN CENTERS WITH THE GOSPEL OF JESUS CHRIST WHILE PROVIDING PHYSICAL, EMOTIONAL, EDUCATIONAL AND REHABILITATIVE SERVICES AT NO EXPENSE TO THOSE IN NEED. 25000 RON BURTON TRAINING VILLAGE 150 WOOD ROAD SUITE 300 BRIANTREE MA 02184 PUBLIC CHARITY TRAIN CHALLENGED YOUTH TO ACHIEVE THEIR PURPOSE THROUGH EDUCATION, LEADERSHIP, PHYSICAL WELLNESS, SOCIAL ADVANCEMENT AND SPIRITUAL GROWTH. 25000 SAVE THE BAY INC 100 SAVE THE BAY DRIVE PROVIDENCE RI 02905 PUBLIC CHARITY SAVE THE BAY PROTECTS, RESTORES, AND IMPROVES THE ECOLOGICAL HEALTH OF THE NARRANGANSETT BAY REGION, INCLUDING ITS WATERSHED AND ADJACENT COASTAL WATERS, THROUGH AN ECOSYSTEMBASED APPROACH TO ENVIORNMENTAL ACTION 50000 SPECIAL OLYMPICS CONNECTICUT 2666 STATE STREET NO 1 HAMDEN CT 06517 PUBLIC CHARITY FUND EQUIPMENT, TRAINING, AND HEALTH SCREENINGS FOR ATHLETES IN NEED 10000 SQUASHBUSTERS INC 795 COLUMBUS AVANUE ROXBURY CROSSING MA 02120 PUBLIC CHARITY TO CHALLENGE AND NURTURE URBAN YOUTH AS STUDENTS, ATHLETES AND CITIZENS SO THAT THEY RECOGNIZE AND FULFILL THEIR FULLEST POTENTIAL IN LIFE 60000 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVE STE 400 MONROVIA CA 91016 PUBLIC CHARITY A VOLUNTEER AND DONOR POWERED CHARITY COMMITTED TO FUNDING THE MOST PROMISING RESEARCH TO FIND CURES FOR CHILDHOOD CANCERS AND GIVE SURVIVORS LONG AND HEALTHLY LIVES 10000 ST JOHN'S HIGH SCHOOL 378 MAIN STREET SHREWSBURY MA 01545 PUBLIC CHARITY EDUCATIONAL TO SUPPORT STUDENTS NEEDS THROUGH THE "VISION FOR TOMORROW CAMPAIGN". 50000 TEACH AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PUBLIC CHARITY FINDS, DEVELOPS, AND SUPPORTS A DIVERSE NETWORK OF LEADERS WHO EXPAND OPPORTUNITY FOR CHILDREN FROM CLASSROOMS, SCHOOLS, AND EVERY SECTOR AND FIELD THAT SHAPES THE BROADER SYSTEMS IN WHICH SCHOOLS OPERATE. 20000 THE ISLAND SCHOOL-CAPE ELEUTHERA FOUNDATION PO BOX 5910 PRINCETON NJ 08543 PUBLIC CHARITY PROVIDE CHARITABLE FUNDING SUPPORT FOR PLACE-BASED EDUCATION, SCIENTIFIC RESEARCH, AND THE DEVELOPMENT OF SUSTAINABLE TECHNOLOGIES THAT PROMOTE A MORE LIVEABLE FUTURE ON THE ISLAND OF ELEUTHERA, THE BAHAMAS AND THE COASTAL COMMUNITIES THROUGHOUT THE WORLD. 10000 THE LIGHT FOUNDATION 1 MERCHANT STREET SHARON MA 02067 PUBLIC CHARITY HELP YOUNG PEOPLE DEVELOP SKILLS FOR THEIR FUTURE 5000 THE NAVY SEAL VETERANS FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23456 PUBLIC CHARITY THE FOUNDATION RAISES FUNDS FOR THE ASSOCIATIONS LIFE ASSISTANCE, AND SCHOLARSHIP PROGRAMS. OUR GOAL IS TO KEEP THE BROTHERHOOD AND THEIR FAMILIES STRONG AND SECURE. 225000 THE RHODE ISLAND FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 PUBLIC CHARITY SUPPORTS CAUSES AND ORGANIZATIONS THROUGHOUT RHODE ISLAND THAT ARE DEEMED TO BE FOR THE GREATEST GOOD OF THE COMMUNITY. 15000 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 PUBLIC CHARITY PROVIDE HIGHER EDUCATION TO STUDENTS AND SCHOLARS 200000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 02543 PUBLIC CHARITY THE WOODS HOLE OCEANOGRAPHIC INSTITUTION IS DEDICATED TO RESEARCH AND EDUCATION TO ADVANCE UNDERSTANDING OF THE OCEAN AND ITS INTERACTION WITH THE EARTH SYSTEM, AND TO COMMUNICATING THIS UNDERSTANDING FOR THE BENEFIT OF SOCIETY. 250000 YEAR UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 PUBLIC CHARITY TO FURTHER YOUNG ADULTS TECHNICAL & PROFESSIONAL SKILLS 1600000 5396042 0 14 18092 14 1282566 18 508 18 7978955 0 9280121 0 9280121 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL SALEM 50 KENNEDY PLAZA 18TH FLOOR PROVIDENCE RI 02903 5299738 X X 1 45,882 SHARES OF VARIOUS STOCK WITH A FMV OF $5,299,738 AND A COST BASIS OF $2,205,718. 5299738 2022-12-21 GOLDMAN SACHS 942-2 9705736 9684520 GOLDMAN SACHS 152-6 7835357 19245421 GOLDMAN SACHS 294-1 1149861 1495615 GOLDMAN SACHS 709-2 6350132 6602117 GOLDMAN SACHS 942-2 13236673 17974479 FIERA: NON-US EQUITY LLC AT COST 2471817 2476372 ADJUSTMENT FOR FMV OF CONTRIBUTION 3094020 CHECKS WRITTEN IN PRIOR YEAR AND CLEARED IN CURRENT YEAR 250000 RI STATE FILING FEE 50 0 0 50 FIERA NON-US EQUITY LLC 18578 0 0 0 MISCELLANEOUS INCOME 508 508 0 CHECKS WRITTEN IN CURRENT YEAR AND NOT CLEARED 250000 INVESTMENT FEES 139288 139288 0 0 NON-DEDUCTABLE EXPENSES 4319 0 0 0 FOREIGN TAXES 5133 5133 0 0 TAXES 20000 0 0 0 RECLAIMABLE FOREIGN TAXES 2531 0 0 0