2026-03-16T13:02:07-05:00 2025-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2025-01-01 046036229 Trust UArt 6 UWO Mary A Falvey For Visiting Nurse Association of Boston FAL6 2077723761 co HM Payson One Portland Square Portland ME 04112 John Beliveau Trustee 2077723761 2026-03-09 1 Connor Smart P02285543 2078792100 2026-03-09 2025 2025-03-06 01:10:19Z John Beliveau c/o HM Payson One Portland Square Portland ME 04112 1009940 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 3 0 0 0 0 0 0 67990 572778 0 0 67990 572778 32579 31330 0 0 2116 0 0 0 0 14263 18462 48958 49792 19032 522986 1650902 1911664 0 0 1650902 1911664 Grants to Visiting Nurse Association of Boston in accordance with the terms of the trust. 0 0 37765 31330 0 Grants to Visiting Nurse Association of Boston, a home health care agency. 37765 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 X Michelle Santiago Trustee (end 5/2025) 1.00 2.00 X 0 0 0 John Beliveau Trustee 1.00 2.00 X 0 0 0 David R Hines Trustee (start 9/2025) 1.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 34794 34794 975146 437162 537984 537984 537984 572778 0 0 572778 31330 31330 12870 6435 6435 2510 2510 2500 2500 Foreign taxes withheld 547 547 MA Form PC filing fee 35 35 49792 37765 12027 0 222822 80688 1084979 1478474 343101 352502 1650902 1911664 0 0 X 1650902 1911664 0 0 0 0 1650902 1911664 1650902 1911664 522986 -262224 0 X 0 0 0 X X 1 Visiting Nurse Assn of Boston 042105800 10 1 31330 0 1 31330 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 4679 shares iShares iBonds Dec 2027 Term ETF 105137 F 4986 shares iShares iBonds Dec 2026 Term TR ETF 114054 F 2134 shares VEA 133311 F 352502 1 Visiting Nurse Association of Boston 67 Millbrook Street Worcester MA 01606 042105800 501(c)(3) 31330 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 Trust's Board of Trustees, composed of Michelle Santiago, David Hines, and John Beliveau, also represent the Board of Trustees of 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). In addition to their shared services on these Trusts' respective boards, Ms. Santiago, Mr. Hines, and Mr. Beliveau each shared a business relationship with each other during this tax year. 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 When applicable, 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. However, for the year covered by this Form 990, the Trust did not directly compensate any outside trustees; The Trust only paid only H.M. Payson & Co for advisory, fund management, and fiduciary duties during this tax year. 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 7 UWO Mary A Falvey c/o HM Payson One Portland Square 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 67 Millbrook Street Worcester MA 01606 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