2025-04-07T12:58:54-05:00 2024-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2024-01-01 046036230 Trust UArt 7 UWO Mary A Falvey F/B/O Guild of St Elizabeth FAL7 2077723761 co HM Payson One Portland Square Portland ME 04112 John Beliveau Trustee 2077723761 2025-03-28 1 0 Connor Smart P02285543 8002447444 2025-03-28 2024 2025-03-06 01:10:19Z X John Beliveau c/o HM Payson One Portland Square Portland ME 04112 224632 0 X N/A X 1957 MA Grants to Hattie B. Cooper Community Center, Inc, in accordance with the terms of the trust. 2 2 0 2 0 0 0 0 0 0 19380 30784 0 0 19380 30784 10000 13557 0 0 1114 954 0 0 0 6675 9343 17789 23854 1591 6930 678085 742608 0 0 678085 742608 Grants to Hattie B. Cooper Community Center, Inc, in accordance with the terms of the trust. 0 0 14722 13557 0 Hattie B. Cooper Community Center, Inc is committed to providing children and youth with the strongest developmental foundation to inspire a lifelong excitement for learning and the skills to become caring and responsible citizens. 14722 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 2077723761 c/o HM Payson One Portland Square Portland ME 04112 Susan H Rice Trustee (end 10/2024) 1.00 2.00 X 477 1910 0 Linda D Scotland Trustee (end 10/2024) 1.00 2.00 X 477 1910 0 Michelle Santiago Trustee (start 10/2024) 1.00 2.00 X 0 0 0 John Beliveau Trustee (start 10/2024) 1.00 2.00 X 0 0 0 954 3820 0 0 0 0 0 0 15443 15443 209189 193848 15341 15341 15341 30784 0 0 30784 13557 13557 954 477 477 1376 688 688 2876 2876 2450 2450 2433 2433 Foreign tax withheld 173 173 MA Form PC filing fee 35 35 23854 14722 9132 0 49570 101256 500376 487302 128139 154050 678085 742608 0 0 X 678085 742608 0 0 0 0 678085 742608 678085 742608 6930 57593 0 X 0 0 0 X X 1 Hattie B Cooper Community Center Inc 042173420 7 1 13557 0 1 13557 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, Hattie B. Cooper Community Center, Inc. Quarterly investment reports are provided to Hattie B. Cooper Community Center, 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). 0 127 shares MSFT 53531 F 260 shares of GOOG 49514 F 220 shares AVGO 51005 F 154050 1 Hattie B Cooper Community Center Inc 1891 Washington Street Roxbury MA 02118 042173420 501(c)(3) 13557 0 To inspire a lifelong excitement for learning and the skills to become responsible citizens 1 0 Part I, Line 2: The Trust provides grants on an annual basis to the Hattie B. Cooper Community Center, 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 Hattie B. Cooper Community Center, Inc. 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/A 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/A 5 U/W/O Mary A. Falvey for American Lung Assn of MA, Inc. (EIN 04-6036228). Both Ms. Rice and Ms. Scotland ended their term of service as Trustees of these organizations during the tax year ending December 31, 2024. Additionally, the Trustees Michelle Santiago and John Beliveau are also Trustees of two other tax exempt organizations: Trust U/A 6 U/W/O Mary A. Falvey for Visiting Nurse Assn of Boston (EIN 04-6036229) and Trust U/A 5 U/W/O Mary A. Falvey for American Lung Assn of MA, Inc. (EIN 04-6036228). Both Mr. Beliveau and Ms. Santiago began their term of service as Trustees of these organizations during the year ending December 31, 2024. Mr. Beliveau and Ms. Santiago share a business relationship outside of their role as Trustees for these organizations. Form 990, Part VI, Section B, line 11b The original and copies of the annual Form 990, as prepared by the accounting firm Baker Newman & Noyes, is submitted to the Trustees for their review and approval prior to filing with the IRS. Any comments, questions, or concerns by the Trustees are raised and addressed 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 The Organization makes its governing documents, conflict of interest policy, and financial statements avaialble to public upon request to the extent required by applicable state and Federal law. Trust UA 5 UWO Mary A Falvey c/o HM Payson One Portland Square Portland ME 04112 046036228 Provide grants to American Lung Association MA 501(c)(3) Line 12d, III-O N/A 0 Trust UA 6 UWO Mary A Falvey c/o HM Payson One Portland Square Portland ME 04112 046036229 Provide grants to Visiting Nurse Assn of Boston MA 501(c)(3) Line 12d, III-O N/A 0 Hattie B Cooper Community Center Inc 1891 Washington Street Roxbury MA 02118 042173420 Education & Care to Children MA 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0