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Nonprofit · EIN 04-6027897

TRUST U/W ALPINE MCLEAN AKA

Tax-exempt · CONCORD, MA 01742

Financials

$198K$244K2023$159K$255K2024$108K$274K2025
Revenue Expenses · by fiscal year end
Financials of TRUST U/W ALPINE MCLEAN AKA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$107,602$274,416-$166,814$6,693,859$0$6,693,859
December 31, 2024990$159,157$255,011-$95,854$6,227,632$0$6,227,632
December 31, 2023990$198,012$244,032-$46,020$5,529,467$0$5,529,467
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$107,602
Net gain from sales of assets
$2,655
Other revenue
$0

Expenses

Grants and similar amounts paid
$218,427
Compensation of officers, directors and key employees
$22,500
Salaries, compensation and benefits (total)
$22,500
Professional fundraising fees
$0
Accounting fees
$16,467
Program services (functional)
$218,427
Management and general (functional)
$55,989

Balance sheet and other

Total assets, start of year
$6,227,632
Total assets, end of year
$6,693,859
Total liabilities, end of year
$0
Net assets, end of year
$6,693,859
Publicly traded securities
$6,539,546
Gross receipts
$109,817
Employees
0
Volunteers
0
Year formed
1915
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM T SIMONDSTRUSTEE
Trustee or director, Officer
1.34$13,500
OLIVER F AMES JRTRUSTEE
Trustee or director, Officer
0.28$9,000
990 for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
WILLIAM T SIMONDSTRUSTEE
Trustee or director
1.34$13,500
OLIVER F AMES JRTRUSTEE
Trustee or director
0.28$9,000
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM T SIMONDSTRUSTEE
Trustee or director
1.34$13,500
OLIVER F AMES JRTRUSTEE
Trustee or director
0.28$9,000

Address and contacts

Address (IRS master file)
C WILLIAM T SIMONDS 34 CHESTNUT ST, CONCORD, MA 01742-0000
In care of
% WILLIAM T SIMONDS
Principal officer (990 for 2025)
OLIVER F AMES JR ESQ, CASNER EDWARDSLLP 303 CONGRESS S, BOSTON, MA 02210
Signed the 990
OLIVER F AMES JR ESQ, TRUSTEE
Phone
(978) 369-5789
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

SUPPORT THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND

990 for the year ended December 31, 2025

Program accomplishments

  • THE SOLE BENEFICIARY OF THIS TRUST IS THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND D/B/A VISION NEW ENGLAND
    Expenses $218,427 · grants $218,427

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6027897
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1971
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,693,859
Income (IRS master file)
$109,817

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$107,602$274,416$6,693,859IRS
990December 2024$159,157$255,011$6,227,632XML
990-TDecember 2024–––IRS
990December 2023$198,012$244,032$5,529,467XML
990December 2022$257,580$237,324$5,157,369IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6027897).

Questions about TRUST U/W ALPINE MCLEAN AKA

What is the EIN of TRUST U/W ALPINE MCLEAN AKA?
The employer identification number (EIN) of TRUST U/W ALPINE MCLEAN AKA is 04-6027897.
Is TRUST U/W ALPINE MCLEAN AKA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to TRUST U/W ALPINE MCLEAN AKA tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does TRUST U/W ALPINE MCLEAN AKA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRUST U/W ALPINE MCLEAN AKA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST U/W ALPINE MCLEAN AKA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TRUST U/W ALPINE MCLEAN AKA?
The 990 for the year ended December 31, 2025 names OLIVER F AMES JR ESQ.
Who are the officers and directors of TRUST U/W ALPINE MCLEAN AKA?
The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $13,500 (WILLIAM T SIMONDS, TRUSTEE).
How much revenue does TRUST U/W ALPINE MCLEAN AKA have?
On its 990 for the year ended December 31, 2025 it reported revenue of $107,602, expenses of $274,416 and total assets of $6,693,859 at year end.

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