2025-11-05T12:47:39-06:00 2024-12-31 043301533 CUNNINGHAM MACEY & HESHION PC 175 DERBY STREET SUITE 19 HINGHAM MA 02043 990PF 2024-01-01 261313546 MCKIM FAMILY CHARITABLE FOUNDATION MCKI 6172931355 40 TURNERS WAY NORWELL MA 02061 Alan McKim TRUSTEE 6172931355 2025-10-24 1 1 Eric A Heshion CPA P01306144 7817408810 2025-10-20 2024 2025-03-06 01:10:19Z X 2344537 X X 5709 5709 25657 25657 119924 371820 119924 1862 1852 153152 153142 0 0 0 1914 814 0 16874 15188 0 18788 16002 0 109500 109500 128288 16002 109500 24864 137140 42746 44345 44345 93957 100101 91185 697886 678917 1909556 61035 75292 71609 260340 275645 227842 1155964 1174300 2344537 0 0 X 0 0 0 0 1155964 1174300 1155964 1174300 1155964 1174300 1155964 24864 0 1180828 6528 1174300 PUBLICLY TRADED SECURITIES 51295 49521 1774 1774 PUBLICLY TRADED SECURITIES 270120 202355 67765 67765 PUBLICLY TRADED SECURITIES 50383 20 50363 50363 Capital Gains Dividends P 22 22 22 119924 1906 0 1906 0 1906 1593 0 3000 0 4593 0 2687 2687 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MELISSA A MCKIM 7812234297 140 HILLCREST ROAD MARSHFIELD MA 02050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN S MCKIM 40 TURNERS WAY NORWELL MA 02061 TRUSTEE 1.00 0 0 0 MELISSA A MCKIM 140 HILLCREST ROAD MARSHFIELD MA 02050 TRUSTEE 1.00 0 0 0 MONICA L SMITH 145 DAMONS POINT ROAD MARSHFIELD MA 02050 TRUSTEE 0.25 0 0 0 JACLYN D MCKIM 14 GARRISON DRIVE SCITUATE MA 02066 TRUSTEE 0.25 0 0 0 WILLIAM A MCKIM 34 TURNERS WAY NORWELL MA 02061 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 2265123 68566 0 2333689 0 0 2333689 35005 2298684 114934 114934 1906 1906 113028 0 113028 0 113028 109500 0 109500 113028 0 0 16019 16750 32769 109500 0 0 0 109500 0 3528 3528 29241 0 0 0 0 0 0 0 29241 12491 16750 ALAN S MCKIM X COR UNUM MEAL CENTER 118 SOUTH BROADWAY LAWRENCE MA 02143 N/A 501(C)(3) EXEMPT PURPOSE 10000 CROSSROADS 119 MYRTLE STREET DUXBURY MA 02332 N/A 501(C)(3) EXEMPT PURPOSE 25000 NORWELL VISITING NURSE ASSOCIATION INC 120 LONGWATER DRIVE NORWELL MA 02061 N/A 501(C)(3) EXEMPT PURPOSE 24500 WELLSPRING 814 NANTASKET AVE HULL MA 02045 N/A 501(C)(3) EXEMPT PURPOSE 25000 THE ACCORD SCHOOL 74 ACCORD PARK DRIVE NORWELL MA 02061 N/A 501(C)(3) EXEMPT PURPOSE 25000 109500 0 14 5709 14 25657 14 1884 18 119902 0 153152 0 153152 0 0 0 0 0 0 0 0 0 0 CORP BONDS - DETAILS TO BE PROVIDED UPON REQUEST 75292 71609 CORP STOCK- DETAILS TO BE PROVIDED UPON REQUEST 678917 1909556 100101 91185 0 0 MUTUAL FUNDS- DETAILS TO BE PROVIDED UPON REQUEST AT COST 275645 227842 BASIS ADJUSTMENT ON SHARES SOLD 6528 INVESTMENT ADVISORY FEES 15188 15188 0 STATE FILING FEE 35 0 0 DISALLOWED LOSS ON WASH SALES 1151 0 0 MISC EXPENSES 500 0 0 US TRUST NONDIVIDEND DISTRIBUTIONS 10 0 10 OTHER INCOME/ADJUSTMENTS 1852 1852 1852 FEDERAL INCOME TAXES 1100 0 0 FOREIGN TAXES WITHHELD ON DIVIDENDS 814 814 0