2025-11-14T12:35:27-06:00 2024-12-31 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990PF 2024-01-01 851575098 RICHARD MELIK SIMONIAN CHARITABLE TRUST RICH 5087922800 370 MAIN STREET 970 WORCESTER MA 01608 CHRISTOPHER R MITCHELL TRUSTEE 5087922800 2025-05-13 1 0 KEVIN G JOHNSON P01060749 5087576391 2025-05-13 2024 2025-03-06 01:10:19Z X 2473481 X 614561 53441 53441 -131 753840 0 667871 53441 0 0 0 25000 0 0 1924 0 0 13345 13345 0 328 78 0 40597 13423 0 149100 149100 189697 13423 149100 478174 40018 157871 616003 616003 295613 98766 100186 1041578 1232349 1711247 16628 42746 46045 1511690 1989864 2473481 0 0 X 0 0 0 0 1511690 1989864 1511690 1989864 1511690 1989864 1511690 478174 0 1989864 0 1989864 NATIONAL FINANCIAL SERVICES - DETAILS ON FILE 2024-01-24 2024-12-31 121419 136445 -15026 -15026 UNITED STATES TREAS SER BM-2024 4.25000% 2023-02-13 2024-12-31 300000 298190 1810 1810 UNITED STATES TREAS SER BM-2024 3.25000% 2022-11-08 2024-09-03 100000 97445 2555 2555 NATIONAL FINANCIAL SERVICES - DETAILS ON FILE 2022-11-08 2024-12-31 232421 221891 10530 10530 -131 556 0 556 0 556 6025 0 0 0 6025 0 5469 556 4913 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 1839903 218388 0 2058291 0 0 2058291 30874 2027417 101371 101371 556 556 100815 0 100815 0 100815 149100 0 149100 100815 0 0 100000 146967 106263 353230 149100 0 0 0 100815 48285 0 0 401515 0 0 0 0 0 0 0 401515 100000 146967 106263 48285 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 1 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. ALEXANDRE HANANIAN 338 COMMON STREET BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 ALINA DONOIAN 62 GLEN ELLEN BLVD MILLIS MA 02054 NONE I EDUCATIONAL SCHOLARSHIP 2000 ANI NANOR MANJIKIAN 120 PUTNAM ST APT 2 WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 7000 ANTHONY DEMARCO 36 LODGE ROAD BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 ANYA KEOMURJIAN 153 HARRINGTON ROAD WALTHAM MA 02452 NONE I EDUCATIONAL SCHOLARSHIP 4000 ARMENIAN MUSEUM OF AMERICA 65 MAIN STREET WATERTOWN MA 02742 NONE 501(C)3 EDUCATIONAL 50000 ARSEN MELKUMYAN 2L SNOW CIRCLE NASHUA NH 03062 NONE I EDUCATIONAL SCHOLARSHIP 5000 CLARK UNIVERSITY - STRASSLER CENTER FOR HOLOCAUST AND GENOCIDE STUDIES 950 MAIN STREET WORCESTER MA 01610 NONE 501(C)3 EDUCATIONAL 5100 DIANA HAYRAPETYAN 63 ILLINOIS STREET APT 301 WORCESTER MA 01610 NONE I EDUCATIONAL SCHOLARSHIP 7000 EMMELIA TAQUOHIE HABIB 27 MOUNT VICKERY RD SOUTHBOROUGH MA 01772 NONE I EDUCATIONAL SCHOLARSHIP 6000 HASMIK GRIGORYAN 29 MAYWOOD STREET 1F WORCESTER MA 01603 NONE I EDUCATIONAL SCHOLARSHIP 7000 ISABELLA DEMARCO 36 LODGE ROAD BELMONT MA 02478 NONE I EDUCATIONAL SCHOLARSHIP 2500 LENA KARAGUESIAN 28 PUTNAM STREET WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 7000 MADALENE TAVAREZ 8 GRANITE DRIVE MILLIS MA 02054 NONE I EDUCATIONAL SCHOLARSHIP 3000 MATEO DICICCO 14 LODGE STREET WORCESTER MA 01604 NONE I EDUCATIONAL SCHOLARSHIP 4000 NIKOLAS KOJOIAN 4 HAROLD K WATERSON LN NORTH ATTLEBORO MA 02760 NONE I EDUCATIONAL SCHOLARSHIP 3500 VARDUI IZABELL TENEKEDZYHAN 19 HOVEY STREET WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 5000 GAYANE BADALYAN 43 WILSON AVENUE WATERTOWN MA 02472 NONE I EDUCATIONAL SCHOLARSHIP 8000 CAMERON DESMOND 31 RADCLIFFE ROAD ARLINGTON MA 02474 NONE I EDUCATIONAL SCHOLARSHIP 2000 JULIA HABIB 27 MOUNT VICKERY RD SOUTHBOROUGH MA 01772 NONE I EDUCATIONAL SCHOLARSHIP 6000 TIGRAN MARDANYAN 24 FAIRFIELD STREET NEWTONVILLE MA 02460 NONE I EDUCATIONAL SCHOLARSHIPS 5000 LENNA MERIAN 45 MESSINA DRIVE BROCKTON MA 02301 NONE I EDUCATIONAL SCHOLARSHIP 5000 149100 0 14 53441 18 -131 0 53310 0 53310 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD M SIMONIAN ESTATE 39 SALISBURY ST 2ND FL WORCESTER MA 01609 614561 X ACCOUNTING FEES 1924 0 0 STOCKS 1232349 1711247 98766 100186 0 0 OTHER INVESTMENTS AT COST 19833 20912 MUTUAL FUNDS AT COST 22913 25133 LEGAL FEES 25000 0 0 INVESTMENT FEES 13345 13345 0 MA ATTORNEY GENERAL 250 0 0 FOREIGN TAXES 78 78 0