Liabilities / Assets
26th percentile
Tied with the lowest-debt nonprofits in its peer group.
Trust Uart 5 Uwo Mary a Falvey F/B/O American Lung Association
990 • Fiscal year 2016 • EIN 04-6036228
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
100th percentile
Higher net margin than 100% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Balance Sheet
Assets
Up$787,132
Up $37,805 (+5.0%) from 2015
Net Assets
Up$787,132
Up $37,805 (+5.0%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down-$5,100
Down $55,277 (-110%) from 2015
Expenses
Down$25,314
Down $10,757 (-30%) from 2015
Net Income
Down-$30,414
Down $44,520 (-316%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Mar 15, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $58,640
Mission and Program Overview
Mission
Grants to American Lung Association in accordance with the terms of the trust.
Grants to American Lung Association of Massachusetts, Inc. in accordance with the terms of the trust.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $749,327 | $787,132 | ▲ $37,805 |
| Investments in Publicly Traded Securities | $565,347 | $765,865 | ▲ $200,518 |
| Investments Other Securities | $168,006 | - | - |
| Savings and Temporary Cash Investments | $15,974 | $21,267 | ▲ $5,293 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $749,327 | $787,132 | ▲ $37,805 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $749,327 | $787,132 | ▲ $37,805 |
| Total Liabilities and Net Assets / Fund Balance | $749,327 | $787,132 | ▲ $37,805 |
Compensation and Service Providers
Employees
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| Linda D Scotland | Trustee | $688 | $1,224 | $1,912 |
| Susan H Rice | Trustee | $688 | $1,224 | $1,912 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $-5,100
- Other Revenue
- $0
- Change in Net Assets
- $-30,414
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $16,800 |
| Other Expenses | $7,138 |
| Salaries, Compensation, and Employee Benefits | $1,376 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $16,800 | - | - | $16,800 |
| Fees for Service Investment Mgmnt Fees | - | $4,731 | - | $4,731 |
| Fees for Services Accounting | - | $2,200 | - | $2,200 |
| Current Officers, Directors, Trustees, and Key Employees | $688 | $688 | - | $1,376 |
| Other Expenses | - | $21 | - | $21 |
| Total Functional Expenses | $17,488 | $7,826 | $0 | $25,314 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| American Lung Association of the Northeast Inc | East Hartford, CT | 501(c)(3) | To save lives by improving lung health and preventing lung disease | $16,800 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 2
“The Trustees, Susan H. Rice and Linda D. Scotland, are also Trustees of two other tax-exempt organizations: Trust U/Art 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/Art 7 U/W/O Mary A. Falvey for Guild of St. Elizabeth (EIN 04-6036230).”
Form 990, Part VI, Section B, line 11B
“The original annual Form 990 (along with a copy for her to retain for her records), as prepared by the accounting firm Baker, Newman, Noyes, is submitted to Trustees, Susan H. Rice and Linda D. Scotland for their review and approval prior to filing with the IRS so any comments, questions, or concerns by the Trustees can be raised before the original signed form is filed.”
Form 990, Part VI, Section B, line 12C
“The Trustees are subject to the Conflict of Interest policy established by the Trustees. The Trustees resolve that no Trustee shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the Trustee must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until the discussion is over on the matter involved. The Trustees are obligated to make inquiry if such conflict appears to exist.”
Form 990, Part VI, Section B, line 15
“Compensation to the Trustees is based on the advisory fee schedule established by H.M. Payson & Co, the independent entity that provides custody and investment management to the Trust. The Trustees share 25% of that calculated fee, the percentage that H.M. Payson & Co regularly splits with outside co-fiduciaries.”
Form 990, Part VI, Section C, line 19
“Upon request.”
Filing and Contact Details
Filer
- Filer Name
- Trust UArt 5 UWO Mary A Falvey
- EIN
- 04-6036228
- Phone
- 2073635377
- Address
- c/o HM Payson 1 Portland Sq Box 31, Portland, ME 04112
Signing Officer
- Name
- Linda D Scotland
- Title
- Trustee
- Phone
- 2073635377
- Signed
- 2017-03-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Susan H Rice
- Formed
- 1957
- Legal Domicile
- Ma
- Voting Board Members
- 2
- Independent Board Members
- 2
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Baker Newman & Noyes
- Address
- 175 FEDERAL STREET SUITE 970, BOSTON, MA 02110
- Preparer
- Nicholas E Porto
- Phone
- 8002447444
Raw XML Appendix387 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Grants to American Lung Association of Massachusetts, Inc. in accordance with the terms of the trust. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2073635377 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | c/o HM Payson 1 Portland Sq Box 31 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Portland |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 04112 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 749327 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 787132 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 688 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 688 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 1376 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 16800 |
| IRS990/CYInvestmentIncomeAmt | 0 | -5100 |
| IRS990/CYOtherExpensesAmt | 0 | 7138 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -30414 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1376 |
| IRS990/CYTotalExpensesAmt | 0 | 25314 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | -5100 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Grants to American Lung Association of Massachusetts, Inc., whose mission is to save lives by improving lung health and preventing lung disease. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 17488 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2200 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2200 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 4731 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 4731 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Susan H Rice |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Linda D Scotland |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 688 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 688 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 1224 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 1224 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1957 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -26708 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 2 |
| IRS990/GrantAmt | 0 | 16800 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 16800 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 16800 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 37032 |
| IRS990/GrossReceiptsAmt | 0 | 58640 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 21608 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 21608 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 168006 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 565347 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 765865 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 63740 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Grants to American Lung Association of Massachusetts, Inc. in accordance with the terms of the trust. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 749327 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 787132 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -26708 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -26708 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 68219 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Foreign taxes withheld |
| IRS990/OtherExpensesGrp/Desc | 1 | MA Form PC Filing Fee |
| IRS990/OtherExpensesGrp/Desc | 2 | ADR fees |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 151 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 35 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 21 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 151 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 35 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 21 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Susan H Rice |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 21517 |
| IRS990/PYInvestmentIncomeAmt | 0 | 50177 |
| IRS990/PYOtherExpensesAmt | 0 | 13170 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 14106 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1384 |
| IRS990/PYTotalExpensesAmt | 0 | 36071 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 50177 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -30414 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15974 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 21267 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Effective July 1, 2015, the Trust's previous supported organization, Massachusetts Lung Health (a/k/a American Lung Association of Massachusetts, EIN: 04-2104717) dissolved and transferred all assets to American Lung Association of the Northeast Inc. (EIN: 06-0646594). This termination event was outside of the Trust's control and thus required the American Lung Association of the Northeast, Inc. to be the substitute supported organization of the Trust. However, the supported organization continues to be an American Lung Association, effectively similar in function and charitable purpose as the previous supported organization prior to merger and termination. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | The Trust met and continues to meet the requirements set forth in Regulations section 1.509(a)-4(i)(3). The Trust maintains a historic and continuing relationship with the supported organization, American Lung Association. Quarterly investment reports are provided to American Lung Association, which set forth a description of the trust's assets including a detailed list of the assets and the income produced by such assets. The Trust encourages the supported organization to make suggestions regarding how the funds should be invested, and regularly advises the supported organization regarding the Trust's plans to make distributions to it. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | The Trust has and continues to meet the provisions set forth in Regulations section 1.509(a)-4(i)(9). Accordingly, per the terms of the Trust's governing documents that established the trust prior to November 20, 1970, all the net income of the Trust is to be paid to the Trust's supported organization in furtherance of its tax-exempt charitable purpose. Additionally, the Trust has not subsequently funded after the date of its creation. The trustees of the trust do not have discretion to vary the beneficiary supported organization or the amounts payable to the supported organization within the meaning of Regulations 1.509(a)-4(i)(9)(iv) and are not disqualified persons within the meaning of section 4946(a). |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part IV, Section A, Line 5a: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV, Section D, Line 2-3: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Part V, Line 1: |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 060646594 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 16800 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | American Lung Assn of the Northeast |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 16800 |
| IRS990ScheduleA/TrustIntegralPartTestInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 16800 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | To save lives by improving lung health and preventing lung disease |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | American Lung Association of the Northeast Inc |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 060646594 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 45 Ash Street |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | East Hartford |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 061083294 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | The Trust provides grants on an annual basis to the American Lung Association of the Northeast, Inc. in accordance with the terms of the trust instrument. The Trustees do not monitor the use of grant funds. The Trustees do, on an annual basis, confirm that the American Lung Association of the Northeast, Inc. continues to be a 501(c)(3) organization. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule I, Part I: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Trustees, Susan H. Rice and Linda D. Scotland, are also Trustees of two other tax-exempt organizations: Trust U/Art 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/Art 7 U/W/O Mary A. Falvey for Guild of St. Elizabeth (EIN 04-6036230). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The original annual Form 990 (along with a copy for her to retain for her records), as prepared by the accounting firm Baker, Newman, Noyes, is submitted to Trustees, Susan H. Rice and Linda D. Scotland for their review and approval prior to filing with the IRS so any comments, questions, or concerns by the Trustees can be raised before the original signed form is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Trustees are subject to the Conflict of Interest policy established by the Trustees. The Trustees resolve that no Trustee shall participate in any discussion or vote on any matter in which he or she or a member of his or her immediate family has potential conflict of interest due to having material economic involvement regarding the matter being discussed. When such a situation presents itself, the Trustee must announce his or her potential conflict, disqualify himself or herself, and be excused from the meeting until the discussion is over on the matter involved. The Trustees are obligated to make inquiry if such conflict appears to exist. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Compensation to the Trustees is based on the advisory fee schedule established by H.M. Payson & Co, the independent entity that provides custody and investment management to the Trust. The Trustees share 25% of that calculated fee, the percentage that H.M. Payson & Co regularly splits with outside co-fiduciaries. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 2 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Trust U6 UWO Mary A Falvey |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | Trust U7 UWO Mary A Falvey |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | American Lung Association of the Northeast Inc |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 046036229 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 046036230 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 060646594 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 501(c)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | MA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Provide grants to Visiting Nurse Assn of Boston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | Provide grants to Hattie B. Cooper Community Center, Inc. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | Improving lung health and preventing lung disease |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | Line 12d, III-O |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | Line 12d, III-O |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 2 | Line 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | c/o HM Payson 1 Portland Sq Box 31 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | c/o HM Payson 1 Portland Sq Box 31 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 45 Ash Street |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Portland |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | Portland |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | East Hartford |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | ME |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 04112 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 04112 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 061083294 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 749327 |
| IRS990/TotalAssetsEOYAmt | 0 | 787132 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 749327 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 787132 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 7826 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 17488 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 25314 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 749327 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 787132 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 17488 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 1376 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | -5100 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | -5100 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 749327 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 787132 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 2448 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | c/o HM Payson 1 Portland Sq Box 31 |
| IRS990/USAddress/CityNm | 0 | Portland |
| IRS990/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990/USAddress/ZIPCd | 0 | 04112 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 2 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Linda D Scotland |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2073635377 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Trust UArt 5 UWO Mary A Falvey |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | F/B/O American Lung Association |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FAL5 |
| ReturnHeader/Filer/EIN | 0 | 046036228 |
| ReturnHeader/Filer/PhoneNum | 0 | 2073635377 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | c/o HM Payson 1 Portland Sq Box 31 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | ME |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 04112 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 11557BB2B9D346E7495D542875D73DF276574580 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2CC4C4610C7CE537855CCDE76D04A8640C960E3E |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 208.105.168.164 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-03-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:40:30 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 010494526 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER NEWMAN & NOYES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 175 FEDERAL STREET SUITE 970 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8002447444 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Nicholas E Porto |
| ReturnHeader/ReturnTs | 0 | 2017-03-23T11:19:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $787,132
- Liabilities
- $0
- Net assets
- $787,132
- Revenue
- -$5,100
- Expenses
- $25,314
- Net income
- -$30,414