2025-06-02T06:20:41-05:00 2024-12-31 043540129 PAUL MCCOY FAMILY OFFICE SERVICES LLP 31 ST JAMES AVENUE SUITE 740 BOSTON MA 02116 990PF 2024-01-01 203883508 GALLERY LYONS FOUNDATION C/O PAUL MCCOY FAMILY OFFICE GALL 6179333620 31 ST JAMES AVE 740 BOSTON MA 02116 M NOONAN TRUSTEE 6179333620 2025-05-28 1 0 JACQUELINE R MCCOY P00140149 6179333600 2024 2025-03-06 01:10:19Z X 2911611 X X 1 1 54708 54708 723425 2546464 723425 778134 778134 0 0 0 1535 1535 0 21884 21884 0 23419 23419 0 128744 128744 152163 23419 128744 625971 754715 200 9923 9923 50965 91230 91230 2148527 2725389 2810458 2199692 2826542 2911611 0 0 X 0 0 0 0 2199692 2826542 2199692 2826542 2199692 2826542 2199692 625971 879 2826542 0 2826542 ANALOG DEVICES INC P 2022-07-18 2024-01-09 35691 29359 6332 6332 ANALOG DEVICES INC P 2022-07-18 2024-01-10 34349 28427 5922 5922 ANALOG DEVICES INC P 2022-07-18 2024-01-11 34483 28582 5901 5901 CHARTER COMMUNICATIONS ICLASS P 2017-11-15 2024-02-06 22249 25410 -3161 -3161 CHARTER COMMUNICATIONS ICLASS P 2017-11-15 2024-02-07 21623 25410 -3787 -3787 CHARTER COMMUNICATIONS ICLASS P 2017-11-15 2024-02-08 36595 43465 -6870 -6870 CHARTER COMMUNICATIONS ICLASS P 2023-02-09 2024-02-08 5911 7763 -1852 -1852 ALPHABET INC CLASS C P 2017-11-15 2024-05-14 32238 9602 22636 22636 LOWES COS INC P 2017-11-15 2024-05-14 55845 19077 36768 36768 MICROSOFT CORP P 2017-11-15 2024-05-14 2894 582 2312 2312 S&P GLOBAL INC P 2022-05-19 2024-05-14 41795 32928 8867 8867 SCHLUMBERGER LTD F P 2022-05-19 2024-05-14 44450 37853 6597 6597 CHARLES SCHWAB CORP P 2021-04-29 2024-05-14 18905 17685 1220 1220 UBER TECHNOLOGIES INC P 2024-01-09 2024-05-14 908 843 65 65 ALPHABET INC CLASS C P 2017-11-15 2024-09-20 16547 5159 11388 11388 MICROSOFT CORP P 2017-11-15 2024-09-20 27929 5322 22607 22607 ALPHABET INC CLASS C P 2017-11-15 2024-10-10 6863 2145 4718 4718 MICROSOFT CORP P 2017-11-15 2024-10-10 29499 5904 23595 23595 DANAHER CORP P 2023-10-28 2024-10-29 50584 47362 3222 3222 SCHLUMBERGER LTD F P 2022-05-19 2024-10-29 26830 27108 -278 -278 DANAHER CORP P 2023-10-29 2024-10-30 33435 31407 2028 2028 SCHLUMBERGER LTD F P 2022-05-19 2024-10-30 17826 18045 -219 -219 ALPHABET INC CLASS C P 2017-11-15 2024-11-21 93009 28295 64714 64714 AMAZON.COM INC P 2023-11-20 2024-11-21 138174 68930 69244 69244 APOLLO GLOBAL MGMT INC N P 2023-11-22 2024-11-21 48368 42557 5811 5811 DANAHER CORP P 2023-11-19 2024-11-21 25041 23756 1285 1285 DANAHER CORP P 2024-05-14 2024-11-21 2106 2332 -226 -226 META PLATFORMS INC CLASS A P 2023-11-22 2024-11-21 71946 72092 -146 -146 LOWES COS INC P 2017-11-15 2024-11-21 56633 16869 39764 39764 MICROSOFT CORP P 2017-11-15 2024-11-21 111939 22534 89405 89405 MOODYS CORP P 2023-11-22 2024-11-21 104864 87428 17436 17436 S&P GLOBAL INC P 2023-11-20 2024-11-21 104861 68881 35980 35980 CHARLES SCHWAB CORP P 2023-11-20 2024-11-21 134132 114522 19610 19610 STARBUCKS CORP P 2023-11-22 2024-11-21 43664 42602 1062 1062 UBER TECHNOLOGIES INC P 2023-11-22 2024-11-21 86846 76042 10804 10804 UNITEDHEALTH GROUP INC P 2023-11-20 2024-11-21 136044 68992 67052 67052 VISA INC CLASS A P 2023-11-20 2024-11-21 146635 84808 61827 61827 SAFRAN SA P 2023-11-21 2024-11-22 125409 78939 46470 46470 AIRBUS SE ORDF P 2023-11-21 2024-11-22 125886 89201 36685 36685 DANAHER CORP P 2024-05-14 2024-12-04 10672 11660 -988 -988 LOWES COS INC P 2017-11-15 2024-12-04 3789 1104 2685 2685 ARES CAP CORP P 2024-11-22 2024-12-03 30026 29752 274 274 GOLUB CAP BDC INC P 2024-11-22 2024-12-03 30022 29269 753 753 INVSC QQQ TRUST SRS 1 P 2024-11-22 2024-12-03 60410 59209 1201 1201 US TREASUR NT 2.25%04XXX**MATURED** P 2023-05-02 2024-04-30 39000 39000 0 0 US TREASUR NT 1.5%09XXX**MATURED** P 2022-09-29 2024-09-30 47000 47000 0 0 US TREASUR NT 0.25%05XXX**MATURED** P 2022-05-20 2024-05-15 44000 44000 0 0 VANGUARD TOTAL P 2017-11-07 2024-11-22 128539 118524 10015 10015 TRANSDIGM LOSS ON DISPOSAL P 2017-11-15 2024-12-01 5303 -5303 -5303 723425 10491 0 10491 0 10491 1440 0 19051 0 20491 X 0 10000 10000 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A PAUL MCCOY FAMILY OFFICE SVCS 6179333620 31 ST JAMES AVE SUITE 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 MICHAEL NOONAN PAUL MCCOY FAMILY OFFICE SERVICES SUITE 740 31 ST JAMES AVE BOSTON MA 02116 TRUSTEE 10.00 0 0 0 MARYBETH NOONAN PAUL MCCOY FAMILY OFFICE SERVICES SUITE 740 31 ST JAMES AVE BOSTON MA 02116 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 2866690 66288 0 2932978 0 0 2932978 43995 2888983 144449 144449 10491 10491 133958 0 133958 0 133958 128744 0 128744 133958 123811 0 0 128744 123811 0 0 4933 0 0 0 0 0 0 0 0 129025 0 0 0 X FIDELITY CHARITABLE PO BOX 77001 CINCINNATI OH 452770053 NONE PUBLIC CHARITY GENERAL PURPOSE 120000 QUINNIPIAC UNIV 275 MT CARMEL AVE HAMDEN CT 06518 NONE PUBLIC CHARITY GENERAL PURPOSE 500 UMASS MEMORIAL HEALTH 55 N LAKE AVE WORCESTER MA 01605 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 THE BASE 150 SHIRLEY STREET ROXBURY MA 02119 NONE PUBLIC CHARITY GENERAL PURPOSE 100 VILLAGE IMPROVEMENT SOCIETY PO BOX 779 DENNIS MA 02638 NONE PUBLIC CHARITY GENERAL PURPOSE 1667 CALMER CHOICE 23F WEST BAY ROAD OSTERVILLE MA 02655 NONE PUBLIC CHARITY GENERAL PURPOSE 500 PAN-MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 NONE PUBLIC CHARITY GENERAL PURPOSE 257 FALMOUTH ROAD RACE PO BOX 732 FALMOUTH MA 02541 NONE PUBLIC CHARITY GENERAL PURPOSE 110 FAMILY PANTRY OF CAPE COD 133 QUEEN ANNE ROAD HARWICH MA 02645 NONE PUBLIC CHARITY GENERAL PURPOSE 350 DENNIS CONSERVATION PO BOX 67 EAST DENNISM MA 02641 NONE PUBLIC CHARITY GENERAL PURPOSE 260 128744 0 14 1 14 54708 18 723425 0 778134 0 778134 0 0 0 0 0 0 0 0 0 0 ALLEN & CO - FUNDING ACCOUNT 2173720 2116075 ALLEN & CO - GML 551669 694383 BANK / MGMT FEES 21884 21884 0 PRIOR PERIOD BASIS ADJS 877 BALANCE SHEET ROUNDING 2 FEDERAL TAXES 1500 1500 0 STATE TAXES 35 35 0