2025-11-17T21:51:46-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990 2024-01-01 046027897 TRUST UNDER WILL OF ALPINE MCLEAN TRUS 9783695789 C WILLIAM T SIMONDS 34 CHESTNUT ST CONCORD MA 01742 OLIVER F AMES JR ESQ TRUSTEE 9783695789 2025-11-17 1 1 GARRETT M HIGGINS P00543209 7819375300 2025-11-17 2024 2025-03-06 01:10:19Z OLIVER F AMES JR ESQ CASNER EDWARDSLLP 303 CONGRESS ST BOSTON MA 02210 229347 0 X N/A X 1915 MA PAY 3% - 5% OF THE FIVE YEAR AVERAGE FAIR MARKET VALUE OF THE TRUST ASSETS TO THE BENEFICIARY 2 2 0 2 88458 32582 0 0 0 0 191683 159157 6329 0 198012 159157 208660 213311 0 0 22500 22500 0 0 0 12872 19200 244032 255011 -46020 -95854 5529467 6227632 0 0 5529467 6227632 SUPPORT THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND 0 0 213311 213311 0 THE SOLE BENEFICIARY OF THIS TRUST IS THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND D/B/A VISION NEW ENGLAND 213311 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 MA X WILLIAM T SIMONDS TRUSTEE 9783695789 34 CHESTNUT STREET CONCORD MA 01742 WILLIAM T SIMONDS TRUSTEE 1.34 X 13500 0 0 OLIVER F AMES JR TRUSTEE 0.28 X 9000 0 0 22500 0 0 0 0 0 0 0 109136 88458 20678 120211 70190 50021 50021 50021 159157 0 88458 70699 213311 213311 22500 22500 14719 14719 UNRELATED BUSINESS INCO 3955 3955 PROBATE COURT FILING FE 526 526 255011 213311 41700 0 94564 92495 5434903 6135137 5529467 6227632 0 0 X 5529467 6227632 0 0 0 0 5529467 6227632 5529467 6227632 -95854 794019 0 X 0 0 0 X X 1 EVANGELISTIC ASSOCIATION OF NEW ENGLAND 042121335 1 1 213311 0 1 213311 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 97337 109136 97337 109136 0 0 22500 22500 12872 19200 61965 67436 5213271 5785020 130148 93530 0 0 5343419 5878550 0 0 0 5343419 5878550 80151 88178 5263268 5790372 184214 202663 0 0 184214 202663 61965 52670 184214 184214 1119 183095 213311 0 41700 0 0 0 255011 213311 183095 100.000000000000 183095 0 0 138570 234531 237324 244032 854457 0 183095 0 671362 255011 0 255011 0 0 926373 0 190006 237324 244032 255011 PART IV, SECTION D, LINE 2: TRUSTEES WERE APPOINTED BY THE SUFFOLK COUNTY (MASSACHUSETTS) PROBATE FAMILY COURT. THE TRUSTEES ARE IN REGULAR COMMUNICATION WITH THE CHIEF FINANCIAL OFFICER OF THE SUPPORTED ORGANIZATION. PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION RECEIVES MONTHLY ACCOUNT STATEMENTS SHOWING ALL INVESTMENT ACTIVITIES OF THE TRUST. PERIODIC MEETINGS ARE HELD WITH REPRESENTATIVES OF THE SUPPORTED ORGANIZATION TO REVIEW INVESTMENTS. THE SUPPORTED ORGANIZATION CONTROLS THE USE OF INCOME DISTRIBUTED TO IT BY THE TRUST. PART V, SECTION D, LINE 8 NOTE THAT THE TRUST IS A PRE-1970 ORGANIZATION AND NOT SUBJECT TO ALL REQUIREMENTS OTHERWISE APPLICABLE TO TYPE III SUPPORTING ORGANIZATIONS. 5529467 953176 213311 41700 6227632 5157369 616130 208660 35372 5529467 6157634 -762941 203922 33402 5157369 5384175 1007990 200676 33855 6157634 4947357 677116 207199 33099 5384175 0.00000 1.00000 0.00000 0 0 0 PART V, LINE 4: PAY 3% TO 5% OF THE FIVE YEAR AVERAGE FAIR MARKET VALUE OF THE TRUST ASSETS TO THE BENEFICIARY 1 EVANGELISTIC ASSOCIATION OF NEW ENGLAND PO BOX 657 STRATHAM NH 03885 042121335 501(C)(3) 213311 0 SUPPORT RELIGIOUS ORGANIZATION 1 0 PART I, LINE 2: THE GOVERNING BOARD OF THE TRUST CONSISTS OF TWO TRUSTEES WHO WERE DULY APPOINTED BY THE SUFFOLK COUNTY (MASSACHUSETTS) PROBATE AND FAMILY COURT. THE TRUSTEES JOINTLY OVERSEE ALL ACTIVITIES OF THE TRUST AND DOCUMENT THEIR DECISIONS THROUGH WRITTEN COMMUNICATIONS, INCLUDING E-MAILS, LETTERS, AND MEMORANDA, ENSURING FULL ACCOUNTABILITY FOR THE ADMINISTRATION OF TRUST ASSETS. THE TRUSTEES MAINTAIN REGULAR COMMUNICATION WITH THE CHIEF FINANCIAL OFFICER OF THE SUPPORTED ORGANIZATION TO MONITOR THE USE AND IMPACT OF FUNDS DISTRIBUTED BY THE TRUST. THE SUPPORTED ORGANIZATION RECEIVES MONTHLY ACCOUNT STATEMENTS DETAILING ALL INVESTMENT ACTIVITIES, TRANSACTIONS, AND DISTRIBUTIONS MADE BY THE TRUST. THESE STATEMENTS PROVIDE A CONTINUOUS RECORD FOR RECONCILIATION AND OVERSIGHT. PERIODIC MEETINGS ARE HELD BETWEEN THE TRUSTEES AND REPRESENTATIVES OF THE SUPPORTED ORGANIZATION TO REVIEW INVESTMENT PERFORMANCE, DISCUSS FINANCIAL RESULTS, AND CONFIRM THAT DISTRIBUTED INCOME IS USED IN ACCORDANCE WITH THE TRUST'S CHARITABLE PURPOSES AND GOVERNING INSTRUMENT. THE TRUSTEES MAINTAIN APPROPRIATE RECORDS OF THESE COMMUNICATIONS AND REVIEWS. THE SUPPORTED ORGANIZATION RETAINS FULL DISCRETION AND CONTROL OVER THE APPLICATION OF DISTRIBUTED FUNDS, WHICH ARE USED EXCLUSIVELY IN FURTHERANCE OF ITS EXEMPT PURPOSES. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BOARD CONSISTS OF TWO TRUSTEES WHO DOCUMENT THEIR DECISIONS BY E-MAIL COMMUNICATIONS, LETTERS, AND MEMORANDA. THE TRUST HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B BOTH TRUSTEES ARE ACQUAINTED WITH THE DETAILS OF FORM 990. IT IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED BY BOTH TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENT (THE WILL OF ALPINE MCLEAN) AND ITS FINANCIAL STATEMENTS (ACCOUNTS) ARE ON FILE WITH THE SUFFOLK REGISTRY OF PROBATE WHERE THEY ARE AVAILABLE FOR PUBLIC INSPECTION. THE TRUST FILES AN ANNUAL REPORT WITH THE ATTORNEY GENERAL FOR THE COMMONWEALTH OF MASSACHUSETTS (FORM PC) WHICH IS AVAILABLE FOR PUBLIC INSPECTION. 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