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Nonprofiteer
← TRUST U/W ALPINE MCLEAN AKA

Form 990 for tax year 2023

Filed by TRUST U/W ALPINE MCLEAN AKA.

Totals

Total revenue
$198,012
Total expenses
$244,032
Contributions and grants received
$0
Grants paid
$208,660
Program service revenue
$0
Investment income
$191,683
Other revenue
$6,329
Total assets, end of year
$5,529,467
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,529,467
Program services expenses (Part IX)
$208,660
Management and general expenses
$35,372
Fundraising expenses
$0
Program service expenses (Part III)
$208,660

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $97,337 · related or exempt $97,337

  • 7a · Gross sales of assets other than inventory

    securities $214,012 · other assets $7

  • 7b · Less cost or other basis and sales expenses

    securities $119,673 · other assets $0

  • 7c · Gain or loss

    securities $94,339 · other assets $7

  • 7d · Net gain or loss

    total $94,346 · related or exempt $94,346

  • 11a · Other revenue: FROM PASSTHROUGH

    total $6,329 · unrelated business $6,329

  • 11e · Other revenue, total

    $6,329

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $208,660 · program services $208,660

  • 5 · Compensation of officers, directors and key employees

    total $22,500 · management and general $22,500

  • 11c · Fees: accounting

    total $12,122 · management and general $12,122

  • 24a · Other expenses: PROBATE COURT FILING FE

    total $750 · management and general $750

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $165,731 · end of year $94,564

  • 11 · Investments: publicly traded securities

    beginning of year $4,991,638 · end of year $5,434,903

  • 29 · Capital stock, trust principal or current funds

    beginning of year $5,157,369 · end of year $5,529,467

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

SUPPORT THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND

Activities or mission (Part I)

PAY 3% - 5% OF THE FIVE YEAR AVERAGE FAIR MARKET VALUE OF THE TRUST ASSETS TO THE BENEFICIARY

  • THE SOLE BENEFICIARY OF THIS TRUST IS THE EVANGELISTIC ASSOCIATION OF NEW ENGLAND D/B/A VISION NEW ENGLAND

    Expenses $208,660 · Grants $208,660 · Revenue $191,683

As filed on the 2023 return.

Listed in Part VII

  • William T Simonds

    TRUSTEE

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.34

  • Oliver F Ames Jr

    TRUSTEE

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.28

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349302473

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