2024-11-14T18:30:03-06:00 2023-12-31 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990PF 2023-01-01 851575098 RICHARD MELIK SIMONIAN CHARITABLE TRUST RICH 5087922800 370 MAIN STREET 970 WORCESTER MA 01608 CHRISTOPHER R MITCHELL TRUSTEE 5087922800 2024-11-04 1 0 KEVIN G JOHNSON P01060749 5087576391 2024-11-04 2023 2024-10-15 13:58:12Z X 1649637 X 516508 33048 33048 222013 842085 222013 771569 255061 0 0 0 22000 0 0 8603 8603 0 16947 27 0 500 0 0 80 0 0 48130 8630 0 163500 163500 211630 8630 163500 559939 246431 500 157871 157871 97445 295613 298618 843487 1041578 1175083 10319 16628 18065 951751 1511690 1649637 0 0 X 0 0 0 0 951751 1511690 951751 1511690 951751 1511690 951751 559939 0 1511690 0 1511690 NATIONAL FINANCIAL SERVICES - DETAILS ON FILE 2023-07-06 2023-12-31 149553 145537 4016 4016 NATIONAL FINANCIAL SERVICES - DETAILS ON FILE 2022-11-08 2023-12-31 635879 445139 190740 190740 NATIONAL FINANCIAL SERVICES - DETAILS ON FILE 2022-11-08 2023-02-13 56582 29396 27186 27186 CAPITAL GAINS DIVIDENDS P 71 71 71 222013 3425 0 3425 0 3425 9491 0 0 0 9491 0 6066 6066 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CHRISTOPHER R MITCHELL 5087922800 370 MAIN ST STE 970 WORCESTER MA 01608 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER R MITCHELL 370 MAIN ST STE 970 WORCESTER MA 01608 TRUSTEE 1.00 0 0 0 MICHAEL B MURRAY 39 SALIBSURY ST 2ND FL WORCESTER MA 01609 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1152535 79186 0 1231721 0 0 1231721 18476 1213245 60662 60662 3425 3425 57237 0 57237 0 57237 163500 0 163500 57237 0 0 100000 146967 246967 163500 0 0 0 57237 106263 0 0 353230 0 0 0 0 0 0 0 353230 100000 146967 106263 CHRISTOPHER R MITCHELL 370 MAIN ST STE 970 WORCESTER MA 01608 5087922800 CMITCHELL@CHWMLAW.COM LETTER SHOULD BE SUBMITTED TO THE TRUSTEE OF THE FOUNDATION APRIL 15 THE RICHARD MELIK SIMONIAN CHARITABLE TRUST SCHOLARSHIP IS A COMPETITIVE SCHOLARSHIP GRANTED EACH YEAR TO STUDENTS OF ARMENIAN DESCENT WHO LIVE IN OR ATTEND SCHOOL IN THE COMMONWEALTH OF MASSACHUSETTS. WHILE CONSIDERATION IS GIVEN TO CHARACTER, ACADEMIC ACHIEVEMENT, AND INVOLVEMENT IN TEH ARMENIAN COMMUNITY, AWARDS ARE BASED PRIMARILY ON BOTH THE STUDENT'S AND THE PARENTS' FINANCIAL NEED. AWARDS MAY BE USED TOWARD COLLEGE, GRADUATE SCHOOL OR OTHER EDUCATIONAL PROGRAMS. ANI MEGHRI SHAGLASIAN 41 PARKVIEW RD WALTHAM MA 02452 NONE I EDUCATIONAL SCHOLARSHIP 1000 CHRISTINA CHAGLASIAN 41 PARKVIEW RD WALTHAM MA 02452 NONE I EDUCATIONAL SCHOLARSHIP 1000 ANTHONY DEMARCO 36 LODGE ROAD BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 ISABELLA DEMARCO 36 LODGE ROAD BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 MATEO DICICCO 14 LODGE STREET WORCESTER MA 01604 NONE I EDUCATIONAL SCHOLARSHIP 3000 ALINA DONOIAN 62 GLEN ELLEN BLVD MILLIS MA 02054 NONE I EDUCATIONAL SCHOLARSHIP 3000 DAVID DONOIAN 62 GLEN ELLEN BLVD MILLIS MA 02054 NONE I EDUCATIONAL SCHOLARSHIP 3000 HASMIK GRIGORYAN 29 MAYWOOD STREET 1F WORCESTER MA 01603 NONE I EDUCATIONAL SCHOLARSHIP 6500 EMMELIA HABIB 27 MOUNT VICKERY RD SOUTHBOROUGH MA 01772 NONE I EDUCATIONAL SCHOLARSHIP 8000 ALEXANDRE HANANIAN 338 COMMON STREET BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 DIANA HAYRAPETYAN 63 ILLINOIS STREET APT 301 WORCESTER MA 01610 NONE I EDUCATIONAL SCHOLARSHIP 6500 LENA KARAGUESIAN 28 PUTNAM STREET WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 8000 ANYA KEOMURJIAN 153 HARRINGTON ROAD WALTHAM MA 02452 NONE I EDUCATIONAL SCHOLARSHIP 4000 NIKOLAS KOJOIAN 4 HAROLD K WATERSON LN NORTH ATTLEBORO MA 02760 NONE I EDUCATIONAL SCHOLARSHIP 6000 ANI NANOR MANJIKIAN 120 PUTNAM ST APT 2 WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 7000 ARSEN MELKUMYAN 2L SNOW CIRCLE NASHUA NH 03062 NONE I EDUCATIONAL SCHOLARSHIP 5000 ANTHONY MIGRIDICHIAN 28 LONGMEADOW AVE WORCESTER MA 01606 NONE I EDUCATIONAL SCHOLARSHIP 5000 ERIC MIGRIDCHIAN 18 CHEYENNE ROAD WORCESTER MA 01606 NONE I EDUCATIONAL SCHOLARSHIP 5000 LORI SAHAKIAN 20 RENA STREET WORCESTER MA 01604 NONE I EDUCATIONAL SCHOLARSHIP 8000 MADALENE TAVAREZ 8 GRANITE DRIVE MILLIS MA 02054 NONE I EDUCATIONAL SCHOLARSHIP 3000 VARDUI IZABELL TENEKEDZYHAN 19 HOVEY STREET WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 4000 NICOLE TOPANIAN 25 INDEPENDENCE DRIVE WOBURN MA 01801 NONE I EDUCATIONAL SCHOLARSHIP 4000 ELIZA VARDANYAN 46 HILLSDALE ROAD UNIT 2 MEDFORD MA 02155 NONE I EDUCATIONAL SCHOLARSHIP 10000 CLARK UNIVERSITY - STRASSLER CENTER FOR HOLOCAUST AND GENOCIDE STUDIES 950 MAIN STREET WORCESTER MA 01610 NONE 501(C)3 EDUCATIONAL 15000 ARMENIAN MUSEUM OF AMERICA 65 MAIN STREET WATERTOWN MA 02742 NONE 501(C)3 EDUCATIONAL 40000 163500 0 14 33048 18 222013 0 255061 0 255061 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD M SIMONIAN ESTATE 370 MAIN ST STE 970 WORCESTER MA 01608 516508 X STOCKS 1041578 1175083 295613 298618 0 0 OTHER INVESTMENTS AT COST 16628 18065 LEGAL FEES 22000 0 0 BANK SERVICES CHARGES 80 0 0 INVESTMENT FEES 8603 8603 0 MA ATTORNEY GENERAL 920 0 0 FOREIGN TAXES 27 27 0 FEDERAL EXCISE TAX 16000 0 0