Nonprofit · EIN 04-6036228
TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI
Tax-exempt · PORTLAND, ME 04112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $450,924 | $42,535 | $408,389 | $1,528,966 | $0 | $1,528,966 |
| December 31, 2024 | 990 | $45,600 | $40,790 | $4,810 | $1,319,534 | $0 | $1,319,534 |
| December 31, 2023 | 990 | $35,263 | $28,109 | $7,154 | $1,209,736 | $0 | $1,209,736 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $450,924
- Net gain from sales of assets
- $423,595
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,757
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,510
- Accounting fees
- $2,500
- Program services (functional)
- $31,895
- Management and general (functional)
- $10,640
Balance sheet and other
- Total assets, start of year
- $1,319,534
- Total assets, end of year
- $1,528,966
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,528,966
- Publicly traded securities
- $1,182,993
- Gross receipts
- $808,024
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1957
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michelle Santiago | Trustee (end 5/2025) Trustee or director | 1 | $0 |
| John Beliveau | Trustee Trustee or director | 1 | $0 |
| David R Hines | Trustee (start 9/2025) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Susan H Rice | Trustee (end 10/2024) Trustee or director | 1 | $852 | $1,535 |
| Linda D Scotland | Trustee (end 10/2024) Trustee or director | 1 | $852 | $1,535 |
| Michelle Santiago | Trustee (start 10/2024) Trustee or director | 1 | $0 | $0 |
| John Beliveau | Trustee (start 10/2024) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Susan H Rice | Trustee Trustee or director | 1 | $991 | $1,787 |
| Linda D Scotland | Trustee Trustee or director | 1 | $991 | $1,787 |
Address and contacts
- Address (IRS master file)
- CO HM PAYSON ONE PORTLAND SQUARE, PORTLAND, ME 04112-0000
- In care of
- % M SANTIAGO & J BELLVEAU TTEE
- Principal officer (990 for 2025)
- John Beliveau, c/o HM Payson One Portland Square, Portland, ME 04112
- Signed the 990
- John Beliveau, Trustee
- Phone
- (207) 772-3761
- Return prepared by
- Baker Newman & Noyes
Mission
Grants to American Lung Association in accordance with the terms of the trust.
Program accomplishments
- Grants to American Lung Association whose mission is to save lives by improving lung health and preventing lung disease.Expenses $31,895 · grants $26,757
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6036228
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,528,966
- Income (IRS master file)
- $808,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $450,924 | $42,535 | $1,528,966 | XML |
| 990 | December 2024 | $45,600 | $40,790 | $1,319,534 | XML |
| 990 | December 2023 | $35,263 | $28,109 | $1,209,736 | XML |
| 990 | December 2022 | $35,788 | $33,763 | $1,056,932 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 04-6036228).
Questions about TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI
- What is the EIN of TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI?
- The employer identification number (EIN) of TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI is 04-6036228.
- Is TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Which annual return does TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI 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/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI 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/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI 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/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI?
- The 990 for the year ended December 31, 2025 names John Beliveau.
- Who are the officers and directors of TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRUST U/ART 5 O/W/O MARY ALICE FALVEY FBO AMERICAN LUNG ASSOCIATI have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $450,924, expenses of $42,535 and total assets of $1,528,966 at year end.
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