2024-04-30T05:57:24-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2023-01-01 016023503 Calumet Education Foundation LECL 2076238211 PO Box 2085 Augusta ME 04338 Nicolas Patenaude Treasurer 2076225801 2024-04-29 1 Nicolas Patenaude 999009999 1 Joseph R Byrne P01289281 2077752387 2024-04-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 3483456 X 212755 92272 92272 14583 808623 14583 319610 106855 0 0 0 3000 0 3000 16389 16389 0 2926 0 0 1424 0 1424 23739 16389 4424 190050 145050 213789 16389 149474 105821 90466 65927 19992 19992 143190 290370 290370 515656 548873 548873 1967535 2073980 2073980 561821 550241 550241 3254129 3483456 3483456 8350 0 50000 45000 58350 45000 X 704861 145334 2490918 3293122 3195779 3438456 3254129 3483456 3195779 105821 136856 3438456 0 3438456 Publicly Traded Securities 795770 794040 1730 1730 Capital Gains Dividends P 12853 12853 12853 14583 1257 0 1257 0 1257 1760 0 0 0 1760 0 503 503 0 0 0 0 0 0 0 0 1 0 0 1 1 ME 1 0 0 0 0 1 www.calumeteducationfoundation.org Nicolas Patenaude 2076225801 150 State Street Augusta ME 04332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Katherine Boucher PO Box 2085 Augusta ME 04338 President 1.00 0 0 0 Debbie Tondreau PO Box 2085 Augusta ME 04338 Secretary 1.00 0 0 0 Nicolas Patenaude PO Box 2085 Augusta ME 04338 Treasurer 1.00 0 0 0 Patrick Paradis PO Box 2085 Augusta ME 04338 1st Vice President 1.00 0 0 0 Michael McKenney PO Box 2085 Augusta ME 04338 2nd Vice President 1.00 0 0 0 Jeff Rancourt PO Box 2085 Augusta ME 04338 Grants Officer 1.00 0 0 0 Daniel Peterson PO Box 2085 Augusta ME 04338 Legal Officer 1.00 0 0 0 Clay Hoffman PO Box 2085 Augusta ME 04338 Scholarship Officer 1.00 0 0 0 Melanie Baillargeon PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Tammy Caron-Gagne PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Stacey Charest PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Carol Gilbert-Tondreau PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Angela Hardy PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Monique Lemieux PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 Alison Conley PO Box 2085 Augusta ME 04338 Trustee 0.10 0 0 0 NONE 0 NONE 0 0 3137741 172712 0 3310453 0 0 3310453 49657 3260796 163040 163040 1257 1257 161783 0 161783 0 161783 149474 0 149474 161783 5781 0 0 149474 5781 0 0 143693 0 0 0 0 0 0 0 0 18090 0 0 0 Calumet Education Foundation PO Box 2085 Augusta ME 04332 2076225861 Applications available on Organization's website. April 15 None Calumet Education Foundation PO Box 2085 Augusta ME 04338 2076225861 Applications available on Organization's website. August 15th Grant applicants must be within three years of a final degree of a four year program, or within four years of a final degree of a five year program, or within the first year of a two year program from an accredited school. Students must reside within the boundaries of Zip Codes 04300 to 04399, or be a member of Le Club Calumet or a son/daughter of a member. Piper Kollman-Veit - University of Maine 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 1400 Andrew Rancourt - NYU 70 Washington Sq S New York NY 10012 N/A I Grant - Higher Ed Exp 1400 Cade Parker - Fordham Univ 441 E Forham Rd Bronx NY 10458 N/A I Grant - Higher Ed Exp 1400 Andrew Lemieux - UNE 716 Stevens Ave Portland ME 04103 N/A I Grant - Higher Ed Exp 1400 Hayley Hayward - University of Maine 168 College Ave Orono ME 04103 N/A I Grant - Higher Ed Exp 1400 Andrew Guiou - Saint Josephs 278 Whites Bridge Rd Standish ME 04084 N/A I Grant - Higher Ed Exp 1400 Megan Lucarelli - Husson 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 1400 Jacob Pelletier - Saint Josephs 278 Whites Bridge Rd Standish ME 04084 N/A I Grant - Higher Ed Exp 1400 Ryan Peletier - Husson 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 1400 Spencer Soiett - Univ Of ME Farmington 224 Main St Farmington ME 04938 N/A I Grant - Higher Ed Exp 1400 Brayden Barbeau - Husson 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 1400 Ashlynn Lund - Univ Of ME Augusta 46 University Dr Augusta ME 04330 N/A I Grant - Higher Ed Exp 2200 Riley Hayward - University of Maine 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2200 Samuel Minor - University of Maine 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2200 Michael Tamborini - Rochester Institute of Technology 113 Lomb Memorial Dr Rochester NY 14623 N/A I Grant - Higher Ed Exp 2200 Jack Rodrigue - Boston Univ 1 Silber Way Boston MA 02215 N/A I Grant - Higher Ed Exp 2200 Ian Stebbins - Bowdoin College 255 Maine St Brunswick ME 04011 N/A I Grant - Higher Ed Exp 2200 Sam Sheaffer - Bates College 2 Andrews Rd Lewiston ME 04240 N/A I Grant - Higher Ed Exp 2200 Cooper Swan - University of Southern Maine 96 Falmouth St Portland ME 04103 N/A I Grant - Higher Ed Exp 2200 Corbin Eldridge - Thomas College 180 W River Rd Waterville ME 04901 N/A I Grant - Higher Ed Exp 2200 Hannah Richardson - Liberty Univ 1971 University Blvd Lynchburg VA 24515 N/A I Grant - Higher Ed Exp 2200 Mandy Cooper - Northeastern Univ 360 Huntington Ave Boston MA 02115 N/A I Grant - Higher Ed Exp 2200 Joshua Nadeau - Husson 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 3450 Ella Candage - University of Maine 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 3450 Julia White - University of New England 716 Stevens Ave Portland ME 04103 N/A I Grant - Higher Ed Exp 3450 Megan Grenier - Husson 1 College Circle Bangor ME 04401 N/A I Scholarship - Higher Ed Exp 2000 Azabell Assaf - Husson 1 College Circle Bangor ME 04401 N/A I Scholarship - Higher Ed Exp 5000 Jordan Locsin - Maine College of Art & Design 52 Congress St Portland ME 04101 N/A I Scholarship - Higher Ed Exp 1100 Jordan Locsin - Maine College of Art & Design 52 Congress St Portland ME 04101 N/A I Scholarship - Higher Ed Exp 500 French Club - Cony High School 60 Pierce Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 200 Shyla Woodford - Southern Maine Community College 2 Fort Rd South Portland ME 04106 N/A I Scholarship - Higher Ed Exp 700 Madison Chavarie - St Joseph's College 278 Whites Bridge Rd Standish ME 04084 N/A I Scholarship - Higher Ed Exp 800 Davis Kibler - Southern Maine Community College 2 Fort Rd South Portland ME 04106 N/A I Scholarship - Higher Ed Exp 800 Nathan Lefebre - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 5800 Avery Theriault - Marion Military Institute 1101 Washington St Marion AL 36756 N/A I Scholarship - Higher Ed Exp 1000 Olivia Harden - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 3380 Kaitlyn Henry - Wheaton 26 E Main St Norton MA 02766 N/A I Scholarship - Higher Ed Exp 3380 Jasmyne Mills - Stonehill 320 Washington St North Easton MA 02357 N/A I Scholarship - Higher Ed Exp 3380 Drew Parker - Southern Maine Community College 2 Fort Rd South Portland ME 04106 N/A I Scholarship - Higher Ed Exp 3380 Gabrielle White - Wheaton 26 E Main St Norton MA 02766 N/A I Scholarship - Higher Ed Exp 3380 Brooke Belz - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 750 Esme Jamison - University of New England 716 Stevens Ave Portland ME 04103 N/A I Scholarship - Higher Ed Exp 1500 Mackenzie Toner - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 750 Kara Briand - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 500 Allie Labelle - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 3700 Esme Jamison - University of New England 716 Stevens Ave Portland ME 04103 N/A I Scholarship - Higher Ed Exp 11250 Donna Nadeau - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 11250 Abigail Pelletier - University of Maine Farmington 224 Main St Farmington ME 04938 N/A I Scholarship - Higher Ed Exp 11250 Erin Richardson - Gordon College 255 Grapevine Rd Wehham MA 01984 N/A I Scholarship - Higher Ed Exp 11250 Jacob Rousseau - Maine Maritime Academy 1 Pleasant St Castine ME 04421 N/A I Scholarship - Higher Ed Exp 1100 Kameron Douin - Colby 4000 Mayflower Hill Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 1500 Nicolas Wilson - CMCC 1250 Turner St Auburn ME 04210 N/A I Scholarship - Higher Ed Exp 500 Alexander Trafton - Bentley 175 Forest St Waltham MA 02452 N/A I Scholarship - Higher Ed Exp 3000 Lisa Yankee - Univ Of ME Augusta 46 University Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 500 Ashley Tobias - University of Southern Maine 96 Falmouth St Portland ME 04103 N/A I Scholarship - Higher Ed Exp 1500 145050 Esme Jamison - University of New England 716 Stevens Ave Portland ME 04103 N/A I Scholarship - Higher Ed Exp 11250 Donna Nadeau - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 11250 Abigail Pelletier - University of Maine Farmington 224 Main St Farmington ME 04938 N/A I Scholarship - Higher Ed Exp 11250 Erin Richardson - Gordon College 255 Grapevine Rd Wehham MA 01984 N/A I Scholarship - Higher Ed Exp 11250 45000 14 92272 18 14583 0 106855 0 106855 0 0 0 0 0 0 0 0 0 0 X X 1 Robert G Fuller Jr 11215 Seven Locks Road Apt 300 Potomac MD 208543260 200000 X 2 Jerre Buxton 191 Young Rd Augusta ME 04330 5000 X Accounting Fees 3000 0 3000 25000 SHR 3M Co 2.00% Due 02/14/25 '25 23984 23984 10000 SHR Amazon Inc 3.3% due 04/13/2027 9717 9717 15000 SHR Amazon.com Inc 2.80% due 08/22/2024 14774 14774 10000 SHR Bank of America Corp 2.087% due 06/14/29 '28 8811 8811 15000 SHR Berkshire Hathaway Inc 3.125% 3/15/26 14570 14570 10000 SHR Blackrock Inc MTN DTD 3/18/14 3.5% Due 3/18/24 9953 9953 10000 SHR Caterpiller Financial Services 2.150% 11/08/24 9752 9752 15000 SHR Cigna Group 5.685% due 03/15/2026 15026 15026 15000 SHR Deere John Capital Corp 13823 13823 20000 SHR Fifth Third Bancorp 6.361% due 10/27/2028 20728 20728 15000 SHR Intel Corp 2.45% Due 11/15/2029 13504 13504 15000 SHR Intercontinental Exchange Inc. 4.35% due 06/15/2029 14951 14951 10000 SHR Microsoft Corp 3.3% 2/6/27 9741 9741 15000 SHR ORCL 2.65% due 07/15/2026 14219 14219 30000 SHR PNC Financial Services Group Inc 6.037% due 10/28/33 31314 31314 10000 SHR Salesforce.com Inc 3.7% Due 4/11/2028 9792 9792 30000 SHR Sysco Corp Sr Nt 5.95% due 04/01/2030 31795 31795 10000 SHR Target Corp 2.5% Due 04/15/2026 9613 9613 15000 SHR Unitedhealth Group Inc 2.00% due 05/15/30 12965 12965 10000 SHR Walls Fargo Co 3.55% due 09/29/2025 9776 9776 7185.264 SHR Principal Spectrum Preferred & Cap Sec Inc Fund (Mstar****) 63374 63374 9596.357 SHR Fidelity Interm Trs Bd Idx Instl Prm (Mstar***) 93565 93565 9337.316 SHR Fidelity Short-Term Treasury Bond Index Fund (Mstar***) 94494 94494 2403.539 SHR American Europacific Growth (Mstar ***) 131618 131618 2098.566 SHR Invesco Oppenheimer Developing Markets I (Mstar ***) 80942 80942 2175.228 SHR Clearbridge Intl Growth Fund (Mstar ***) 132580 132580 5912.736 SHR Touchstone Sands Cap Emg Mrkts Growth Fd Inst (Mstar ****) 82897 82897 1330.126 SHR T. Rowe Price Mid-Cap Growth I (Mstar ***) 133346 133346 4493.108 SHR MFS Mid Cap Value Fund (Mstar ****) 138343 138343 1407.884 SHR Cohen & Steers Instl Realty Shs (Mstar *****) 65368 65368 1621.272 SHR Vanguard Small Cap Index Admiral (Mstar ****) 167542 167542 110 SHR 3M CO 12025 12025 268 SHR Abbvie Inc. 41532 41532 59 SHR Air Products & Chemicals, Inc. 16154 16154 177 SHR Allstate Corp 24777 24777 115 SHR Ameriprise Financial Inc 43680 43680 187 SHR Chevron Corp. 27893 27893 505 SHR Cisco Systems Inc. 25513 25513 334 SHR Corning Inc 10170 10170 310 SHR Crown Castle Intl Corp 35709 35709 328 SHR Digital Realty Trust, Inc 44142 44142 290 SHR Dominion Energy, Inc. 13630 13630 388 SHR Dow Inc 21278 21278 174 SHR Duke Energy Corp 16885 16885 675 SHR Fifth Third Bancorp 23281 23281 283 SHR Hasbro Inc. 14450 14450 115 SHR Honeywell Intl Inc. 24117 24117 1345 SHR Huntington Bancshares, Inc. 17108 17108 270 SHR JP Morgan Chase & Co. 45927 45927 160 SHR Johnson & Johnson 25078 25078 74 SHR Lockhead Martin Corp 33540 33540 98 SHR McDonald's Corp 29058 29058 296 SHR Merck & Co. Inc 32270 32270 85 SHR Microsoft Corp 31963 31963 197 SHR Pepsi Co, Inc. 33459 33459 387 SHR Pfizer Inc 11142 11142 341 SHR Phillip Morris Intl, Inc 32081 32081 204 SHR Procter & Hamble Co 29894 29894 194 SHR Prologis Inc 25860 25860 255 SHR Prudential Financial Inc 26446 26446 302 SHR Qualcomm Inc 43678 43678 184 SHR Quest Diagnostics Inc 25370 25370 223 SHR Starbucks Corp 21410 21410 198 SHR Target Corp 28199 28199 698 SHR Truist Financial Corporation 25770 25770 166 SHR Union Pacific Corp 40773 40773 728 SHR Verizon Communications Inc 27446 27446 1294 SHR Williams Companies Inc 45070 45070 475 SHR British American Tobacco 13913 13913 574 SHR Embridge Inc 20675 20675 367 SHR Medtronic PLC 30233 30233 272 SHR Novartis AG 27464 27464 570 SHR TC Energy Corp 22281 22281 548873 548873 0 0 Miscellaneous 511 0 511 Office Supplies 317 0 317 Postage 53 0 53 Website Costs 543 0 543 Prior Period Book Adjustment 5000 Unrealized Gains on Investments 131856 Scholarships Payable 50000 45000 Trustee & Investment Fees 16389 16389 0 Excise Taxes 2926 0 0