2026-05-11T14:54:53-05:00 2025-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2025-01-01 650969069 THE FAMILY PHILANTHROPIC FOUNDATION FAMI 3058422801 CO PAUL MCCOY PATH 31 ST JAMES AV BOSTON MA 02116 MARK A PARESKY TRUSTEE 3058422801 2026-05-10 1 EMILY M PAUL P00190623 6179333600 2025 2025-03-06 01:10:19Z X 20002654 X 998913 382338 382338 506621 1522823 844198 1887872 1226536 0 0 0 7000 7000 0 122868 122868 0 24611 5777 0 154479 135645 0 765000 765000 919479 135645 765000 968393 1090891 150717 266716 266716 10794995 11617869 19735938 10945712 11884585 20002654 0 0 X 0 0 0 0 10945712 11884585 10945712 11884585 10945712 11884585 10945712 968393 0 11914105 29520 11884585 ABBVIE INC SHS D 2021-09-09 2025-05-13 11906 6786 5120 5120 ABBVIE INC SHS D 2021-09-21 2025-05-13 6803 3852 2951 2951 ABBVIE INC SHS D 2021-12-06 2025-05-13 1512 967 545 545 ABBVIE INC SHS D 2022-05-25 2025-05-13 1134 912 222 222 ABBVIE INC SHS D 2022-08-03 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7212 FISHER ISLAND DR FISHER ISLAND FL 33109 998913 X 1 1,454 SHRS OF SPY 998913 2025-12-30 TAX PREPARATION 7000 7000 0 ABBOTT LABS 125544 143582 ADOBE INC 98311 69998 AIRPRODUCTS & CHEM 22465 18774 ALLSPRING ABSOLUTE RETURN FUND 114000 114440 ALPHABET/GOOGLE INC CL A 87478 375600 ALPHABET/GOOGLE INC CL C 12653 251040 AMAZON COM INC 166299 438558 AMERICAN BEACON AHL MANG 175000 155520 AMERICAN WTR WRKS CO 18077 26100 ANALOG DEVICES 42706 135600 APPLE INC 102785 598092 APPLIED MATLS INC 125126 205592 AT&T INC 42332 37260 AUTOMATIC DATA PROCESSING 12986 77169 BECTON DICKINSON & CO 34621 38814 BERKSHIRE HATHAWAY INC 45405 100530 BLACKROCK GLOBAL LONG SHORT EQUITY FD 170000 195579 BLACKROCK INC REG SHS 73710 153059 BLACKSTONE ALT MULTI 235000 243967 BLACKSTONE INC 18291 18034 BOSTON SCIENTIFIC CORP 27648 76280 BROADCOM INC 41090 519150 CATERPILLAR INC 29425 114574 CHEVRON CORP 55082 53344 CHUBB LTD 66754 96133 CISCO SYS INC 49600 115545 CITIGROUP 75756 163366 COLUMBIA BOND FUND 750000 771638 COLUMBIA EMERGING MARKETS FUND 38000 58774 COMCAST CORP 50192 44446 CONOCOPHILLIPS 80420 65527 CORTEVA INC REG SHS 44839 46921 COSTCO WHSL CORP 30413 129351 CVS HEALTH CORP 62855 61504 DANAHER CORP 1837 22892 DISNEY WALT CO 36272 68262 DOMINION ENERGY INC 85309 82026 DOW INC REG 40699 18704 EASTMAN CHEMICAL 29087 25532 EATON CORP PLC 111836 116256 ELECTRONIC ARTS 42975 61299 ELILILLY & CO 11093 12896 EMERSON ELECTRIC 62019 106176 EXPEDIA GROUP INC 10113 28331 EXXON MOBIL CORP 186352 228646 FRANKLIN FLTG RATE DAILY ACCESS 80000 71034 GENL DYNAMICS CORP COM 53483 94265 GILEAD SCIENCES INC 2174 61370 HOME DEPOT INC 104436 151404 INVESCO WTR RES PORT 29286 105614 ISHARES CORE S&P SMALL-CAP ETF 329102 781170 ISHARES INC MSCI 83028 109020 ISHARES RUSSELL 2000 ETF 311178 369240 ISHARES TR MSCI EAFE INDEX FD 1161567 1610280 ISHARES TR MSCI EMERGING MKTS INDEX FD 494616 638590 JOHNSON & JOHNSON 42169 103475 JP MORGAN CHASE 190074 322220 KIMBERLY CLARK 120070 60534 L3HARRIS TECHNOLOGIES INC 81465 117428 MCDONALDS CORP 69119 137534 MEDTRONIC INC 40229 48030 MERCK AND CO INC SHS 79628 105260 META PLATFORMS INC CLASS A COMMON STOCK 78796 66009 MFS RESEARCH INTL FD 225029 304972 MICROSOFT CORP 248785 725914 MONDELEZ INTL 63943 80745 MORGAN STANLEY 119518 232919 NETFLIX COM INC 33617 93760 NEUBERGER BERMAN LONG 150000 154889 NEXTERA ENERGY INC 46119 83732 NIKE INC 12845 31855 NVIDIA 103497 932500 PALO ALTO NETWORKS INC 167615 239460 PEPSICO INC 84004 92857 PFIZER INC 105760 62250 PIMCO COMMODITY REAL 125000 134314 PNC FINCL SERVICES GROUP 84001 110001 PROCTER & GAMBLE 66560 95731 PROLOGIS INC 70387 76596 RTX CORP 34029 102337 SALESFORCE COM INC 86872 172192 SEMPRA 82554 88290 SPDR GOLD TR 43053 118893 SPDR S&P MIDCAP 400 ETF TR 795017 1357380 SPDR TR UNIT SER 1 (S&P 500) 1165682 2014392 THERMO FISHER SCIENTIFIC 54107 57945 TJX COS INC NEW 25765 33641 TRUIST FINL CORP/FKA SUNTRUST 50630 68894 UNION PAC CORP 52358 57367 UNITEDHEALTH GROUP 98136 89790 VALERO ENERGY CORP 29813 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