2025-11-14T10:02:21-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC ONE CITIZENS PLAZA 9TH FLOOR PROVIDENCE RI 02903 990PF 2024-01-01 137196668 THE SALEM FOUNDATION SALE 6179333666 CO PAUL MCCOY 31 ST JAMES AVE 740 BOSTON MA 02116 PAUL SALEM TRUSTEE 6179333666 2025-11-14 1 1 BRENDA L BOOTH P01342395 4016263200 2025-11-14 2024 2025-03-06 01:10:19Z X 90804139 X 6500390 162304 162304 1687666 1687666 17618117 40052607 17618117 1279 0 0 25969756 19468087 0 0 0 0 0 281689 227973 0 0 302570 5899 0 0 7818 0 0 50 592077 233872 0 50 492000 492000 1084077 233872 0 492050 24885679 19234215 0 644048 6107305 6108025 35308203 53152587 70783436 12430632 10363433 10780472 2499276 2556955 3132206 50882159 72180280 90804139 0 0 X 50882159 72180280 50882159 72180280 50882159 72180280 50882159 24885679 0 75767838 3587558 72180280 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 709-2 P 475681 795113 -319432 -319432 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 709-2 P 2245476 1829266 416210 416210 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 P 559471 499939 59532 59532 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 P 540362 363643 176719 176719 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 P 1348468 13997 1334471 1334471 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 P 23882468 8197487 15684981 15684981 FIERA: NONUS EQUITY P 1532 -1532 -1532 FIERA: NONUS EQUITY P 35645 35645 35645 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 942-2 P 10630029 10536886 93143 93143 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 942-2 P 169971 166326 3645 3645 PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 693-7 P 111077 30301 80776 80776 CAPITAL GAINS DIVIDENDS P 53959 53959 53959 17618117 1246958 267356 0 267356 0 267356 243568 0 42000 0 285568 X 0 18212 18212 0 0 0 0 0 0 0 0 0 0 0 1 1 RI 1 0 0 0 0 1 N/A PAUL MCCOY 6179333666 31 ST JAMES AVE 740 BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL J SALEM 13886 CHESTER BAY LANE NORTH PALM BEACH FL 33408 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 NONE 0 0 76115122 2439694 0 78554816 0 0 78554816 1178322 77376494 3868825 3868825 267356 267356 3601469 0 3601469 0 3601469 492050 0 492050 3601469 0 0 5149627 5258346 3165851 2743994 16317818 492050 0 0 0 492050 0 3109419 3109419 13208399 0 0 0 0 0 0 2040208 11168191 5258346 3165851 2743994 PAUL J SALEM PAUL J SALEM 13886 CHESTER BAY LANE NORTH PALM BEACH FL 33408 4014571700 NO STANDARD FORMAT REQUIRED NONE NONE HARVARD BUSINESS SCHOOL TEELE HALL 429 BOSTON MA 02163 PUBLIC CHARITY EDUCATIONAL TO SUPPORT STUDENT NEEDS. 100000 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 HARLEM LACROSSE PO BOX 708 NEW YORK CITY NY 10030 PUBLIC CHARITY EMPOWER THE CHILDREN WHO ARE MOST AT RISK FOR ACADEMIC DECLINE AND DROPOUT TO RISE ABOVE THEIR CHALLENGES AND REACH THEIR FULL POTENTIAL. 50000 FOUNDATION FOR THE CAROLINAS 220 N TRYON STREET CHARLOTTE NC 28202 PUBLIC CHARITY TO SERVE AS A CATALYST FOR PHILANTHROPIC ACTIVITY IN OUR 13-COUNTY REGION AND IS A DRIVER FOR MAJOR CIVIC EFFORTS. TO OFFER INNOVATIVE SOLUTIONS THAT HELP INDIVIDUALS, NONPROFITS AND COMPANIES BRING THEIR CHARITABLE VISIONS TO LIFE. 50000 MGM RESORTS FOUNDATION 840 GRIER DR LAS VEGAS NV 89119 PUBLIC CHARITY BRINGS THE BEST OF OUR EMPLOYEE VOLUNTEER AND CHARITABLE EFFORTS TOGETHER WITH GREATER IMPACT AND GREATER CHOICE. THE MGM RESORTS FOUNDATION FOCUSES EMPLOYEE CHARITABLE CONTRIBUTIONS TO NONPROFIT AGENCIES AND COMMUNITY ORGANIZATIONS. 50000 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 ST JOHN'S HIGH SCHOOL 378 MAIN STREET SHREWSBURY MA 01545 GOV EDUCATIONAL TO SUPPORT STUDENTS NEEDS THROUGH THE "VISION FOR TOMORROW CAMPAIGN". 50000 MASSACHUSETTS PROJECT 351 INC 50 MILK ST FL 16 BOSTON MA 02109 PUBLIC CHARITY LEADERSHIP PATHWAYS THAT PREPARE YOUTH FOR SUCCESS IN COLLEGE, CAREER, AND AS CATALYST FOR A MORE JUST, INCLUSIVE, AND EQUITABLE WORLD. 25000 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 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. 10000 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 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 SWIM ACROSS AMERICA INC 8508 PARK RD 389 CHARLOTTE NC 28210 PUBLIC CHARITY AWARD GRANTS TO INNOVATIVE CANCER RESEARCH, CLINICAL TRIALS, DETECTION, AND PATIENT PROGRAMS THROUGH CHARITY SWIMS THAT UNITE COMMUNITIES IN THE FIGHT AGAINST CANCER. 1000 BARRINGTON HIGH SCHOOL AFTER PROM 220 LINCOLN AVE BARRINGTON RI 02806 GOV EDUCATIONAL TO SUPPORT STUDENT NEEDS. 1000 492000 0 14 162304 14 1687666 18 1279 18 17618117 0 19469366 0 19469366 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL SALEM 13886 CHESTER BAY LANE NORTH PALM BEACH FL 33408 6500390 X X 1 38,472 SHARES OF VARIOUS STOCK WITH A FMV OF $6,500,390 6500390 2024-12-17 GOLDMAN SACHS 942-2 10363433 10780472 GOLDMAN SACHS 152-6 4491453 3496619 GOLDMAN SACHS 294-1 1384825 2749316 GOLDMAN SACHS 709-2 6367082 8478826 GOLDMAN SACHS 942-2 14331326 15247277 GOLDMAN SACHS 693-7 12704114 27136732 GOLDMAN SACHS 810-5 8999955 8808637 GOLDMAN SACHS 854-4 4873832 4866029 FIERA: NON-US EQUITY LLC AT COST 2556955 3132206 ADJUSTMENT FOR FMV OF CONTRIBUTION 3587558 RI STATE FILING FEE 50 0 0 50 FIERA NON-US EQUITY LLC 1733 0 0 0 OTHER EXPENSES 6035 0 0 0 EDGE 0 0 0 NON DIVIDEND DISTRIBUTIONS 1279 0 0 INVESTMENT FEES 227889 227889 0 0 NON-DEDUCTABLE EXPENSES 53716 0 0 0 ACCOUNTING & ADR FEES 84 84 0 0 FOREIGN TAXES 5899 5899 0 0 TAXES 295000 0 0 0 RECLAIMABLE FOREIGN TAXES 1671 0 0 0