Trust UArt 5 UWO Mary A Falvey

Public charity · Grantmaker Portland, ME EIN: 04-6036228
HealthDiseases and conditions

Grants to American Lung Association in accordance with the terms of the trust.

Key facts about Trust UArt 5 UWO Mary A Falvey

In short: Trust UArt 5 UWO Mary A Falvey gave $27K across 1 grant in 2025 (avg $27K), mostly in Illinois. Source: 2025 IRS Form 990.

EIN
04-6036228
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$26,757
Grants made (2025)
1
Average grant
$26,757
Median grant
$26,757
Total assets
$1,528,966
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.5M

+15.9% YoY

Annual Giving

$27K

+0.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$27K

+0.7% YoY

How Trust UArt 5 UWO Mary A Falvey gives

  • Giving grew 59% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Trust UArt 5 UWO Mary A Falvey

Based on IRS filings

Trust UArt 5 UWO Mary A Falvey is a public charity focused on Health, based in Portland, ME. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 1 grant totaling $27K. Net investment income was $451K.

Focus Areas

HealthDiseases and conditions
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Chicago

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

From 2019 to 2025, annual grant giving ranged from $17K (2021) to $27K (2025). In 2025 it made 1 grant totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

American Lung Association: $27KAmerican Lung Association$27K

The largest 2025 recipient was American Lung Association ($27K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Lung Association Chicago, ILTo save lives by improving lung health and preventing lung disease$26,757

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019202020212022202320242025
Metric202520242023
Total Assets$1,528,966$1,319,534$1,209,736
Revenue$450,924$45,600$35,263
Expenses$42,535$40,790$28,109
Net Investment Income$450,924$45,600$35,263

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Trust UArt 5 UWO Mary A Falvey's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John Beliveau

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • Michelle Santiago

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

  • David R Hines

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Linda D Scotland (2019–2024) — Trustee
  • Former: Susan H Rice (2019–2024) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Trust UArt 5 UWO Mary A Falvey

How much does Trust UArt 5 UWO Mary A Falvey give each year?

Trust UArt 5 UWO Mary A Falvey gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $27K across 1 grant.

How large is Trust UArt 5 UWO Mary A Falvey?

Trust UArt 5 UWO Mary A Falvey reported $1.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $451K.

What is Trust UArt 5 UWO Mary A Falvey?

Trust UArt 5 UWO Mary A Falvey is a public charity focused on Health, based in Portland, ME. It holds $1.5M in total assets as of 2025.

Where does Trust UArt 5 UWO Mary A Falvey operate?

Trust UArt 5 UWO Mary A Falvey has awarded grants in Illinois.

What is Trust UArt 5 UWO Mary A Falvey's EIN?

Trust UArt 5 UWO Mary A Falvey's EIN (Employer Identification Number) is 04-6036228. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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