Trust UArt 5 UWO Mary A Falvey

PORTLAND, ME EIN: 04-6036228

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+9.1% YoY

Annual Giving

$27K

+58.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$27K

+58.1% YoY

About Trust UArt 5 UWO Mary A Falvey

Based on IRS filings

Trust UArt 5 UWO Mary A Falvey is a nonprofit organization, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $27K. Net investment income was $46K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Chicago

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$19K$38K$57K$76K20202021202220232024
Metric202420232022
Total Assets$1,319,534$1,209,736$1,056,932
Revenue$45,600$35,263$35,788
Expenses$40,790$28,109$33,763
Qualifying Distributions
Net Investment Income$45,600$35,263$35,759
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$27K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

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+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Susan H RiceTrustee (end 10/2024)$852Linda D ScotlandTrustee (end 10/2024)$852

From 2024 filing

NameTitleHoursCompensation
Susan H RiceTrustee (end 10/2024)1$852
Linda D ScotlandTrustee (end 10/2024)1$852
Michelle SantiagoTrustee (start 10/2024)1
John BeliveauTrustee (start 10/2024)1

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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