2023-04-04T12:09:46-05:00 2022-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2022-01-01 046036229 Trust UArt 6 UWO Mary A Falvey For Visiting Nurse Association of Boston FAL6 2073635377 co Baker Newman Noyes PO Box 50 Portland ME 04112 Linda D Scotland Trustee 2073635377 2023-03-27 1 Linda Scotland 999009999 0 Connor Smart P02285543 2078792100 2023-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Susan H Rice c/o Baker Newman Noyes PO Box 507 Portland ME 04112 461523 0 X N/A X 1957 MA Grants to Visiting Nurse Association of Boston in accordance with the terms of the trust. 2 2 0 0 0 0 0 0 0 0 92470 31823 0 54 92470 31877 22000 22000 0 0 2541 2525 0 0 0 9795 16389 34336 40914 58134 -9037 1603706 1305005 0 0 1603706 1305005 Grants to Visiting Nurse Association of Boston in accordance with the terms of the trust. 0 0 23263 22000 0 Grants to Visiting Nurse Association of Boston, a home health care agency. 23263 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X The Organization 2073635377 c/o Baker Newman Noyes PO Box 507 Portland ME 04112 Susan H Rice Trustee 1.00 2.00 X 1263 1596 0 Linda D Scotland Trustee 1.00 2.00 X 1262 1597 0 2525 3193 0 0 0 0 0 0 22049 22049 439420 429646 9774 9774 9774 Class action proceeds 900099 54 54 54 31877 0 0 31877 22000 22000 2525 1263 1262 6633 6633 2350 2350 7242 7242 88 88 Foreign taxes withheld 41 41 MA Form PC filing fee 35 35 40914 23263 17651 0 40154 42222 1291078 1184841 272474 77942 1603706 1305005 0 0 X 1603706 1305005 0 0 0 0 1603706 1305005 1603706 1305005 -9037 -289664 0 X 0 0 0 X X 1 Visiting Nurse Assn of Boston 042105800 10 1 22000 0 1 22000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X Part IV, Section D, Line 2-3: 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, Visiting Nurse Association of Boston. Quarterly investment reports are provided to Visiting Nurse Association of Boston, 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. Part V, Line 1: 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). 0 325 shares Microsoft Corp 77942 F 77942 1 Visiting Nurse Association of Boston Attn Mr Jeff Smith 130 Bradlee Street Hyde Park MA 02136 042105800 501(c)(3) 22000 0 Assistance to home health care agency 1 0 Part I, Line 2: The Trust provides grants on an annual basis to the Visiting Nurse Association of Boston 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 Visiting Nurse Association of Boston continues to be a 501(c)(3) organization. Form 990, Part VI, Section A, line 2 The Trustees, Susan H. Rice and Linda D. Scotland, are also Trustees on two other tax-exempt organizations; Trust U/Art 7 U/W/O Mary A. Falvey for Guild of St. Elizabeth (EIN 04-6036230) and Trust U/Art 5 U/W/O Mary A. Falvey for American Lung Association of MA, Inc. (EIN 04-6036228). 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-fiduciary. Form 990, Part VI, Section C, line 19 Upon request. Trust UA 5 UWO Mary A Falvey c/o Baker Newman Noyes PO Box 507 Portland ME 04112 046036228 Provide grants to American Lung Association MA 501(c)(3) Line 12d, III-O N/A 0 Trust UA 7 UWO Mary A Falvey c/o Baker Newman Noyes PO Box 507 Portland ME 04112 046036230 Provide grants to Hattie B. Cooper Community Center, Inc. MA 501(c)(3) Line 12d, III-O N/A 0 Visiting Nurse Association of Boston 130 Bradlee Street Hyde Park MA 02136 042105800 Home health care agency MA 501(c)(3) Line 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0