2026-04-06T16:03:19-05:00 2025-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2025-01-01 016023503 Calumet Education Foundation LECL 2076238211 PO Box 2085 Augusta ME 04338 Nicolas Patenaude Treasurer 2076225801 2026-04-02 1 Joseph R Byrne P01289281 2077752387 2026-04-02 2025 2025-03-06 01:10:19Z X 3833898 X 13670 115855 115855 79299 1254031 79299 208824 195154 0 0 0 3750 0 3750 18358 18358 0 1655 0 0 124 0 124 2138 0 2139 26025 18358 6013 166400 176400 192425 18358 182413 16399 176796 7034 36637 36637 195367 207648 207648 5000 855320 888531 888531 2184648 2323297 2323297 371871 377785 377785 3619240 3833898 3833898 47500 37500 47500 37500 X 138786 232791 3432954 3563607 3571740 3796398 3619240 3833898 3571740 16399 208259 3796398 0 3796398 Publicly Traded Securities 1221981 1174732 47249 47249 Capital Gains Dividends P 32050 32050 32050 79299 2457 0 2457 0 2457 1480 0 0 0 1480 0 977 0 0 0 0 0 0 0 0 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 Lisa Brochu 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 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 Jacob Albert PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Stacey Charest PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Carol Gilbert-Tondreau PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Angela Hardy PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Monique Lemieux PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Rachel Petersen PO Box 2085 Augusta ME 04338 Trustee 1.00 0 0 0 Michael McKenney PO Box 2085 Augusta ME 04338 Past 2nd Vice President 1.00 0 0 0 Melanie Baillargeon PO Box 2085 Augusta ME 04338 Past Trustee 1.00 0 0 0 Tammy Caron-Gagne PO Box 2085 Augusta ME 04338 Past Trustee 1.00 0 0 0 NONE 0 NONE 0 0 3508403 247634 0 3756037 0 0 3756037 56341 3699696 184985 184985 2457 2457 182528 0 182528 0 182528 182413 0 182413 182528 3698 0 0 182413 3698 0 0 178715 0 0 0 0 0 0 0 0 3813 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. Addison Frank - Gordon College 255 Grapevine Rd Wehham MA 01984 N/A I Scholarship - Higher Ed Exp 1350 Alexander Minor - University of Mai 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 1500 Alexis Dostie - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 2000 Alexis Rideout - University of Main 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2000 Amany Albahadly - University of Mai 46 University Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 24375 Amiel Sookma - Maine Maritime Acade 1 Pleasant St Castine ME 04421 N/A I Scholarship - Higher Ed Exp 1500 Anabelle Orth - Connecticut College 270 Mohegan Avenue Pkwy New London CT 06320 N/A I Scholarship - Higher Ed Exp 1500 Andrew Clements - Rensselaer Polyte 110 8th St Troy NY 12180 N/A I Scholarship - Higher Ed Exp 900 Andrew Guiou - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 2000 Andrew Lemieux - University of New 716 Stevens Ave Portland ME 04103 N/A I Grant - Higher Ed Exp 2000 Andrew Rancourt - New York Universi 70 Washington Square South New York NY 10012 N/A I Grant - Higher Ed Exp 2000 Ashlynn Niemi - Emmanuel College 400 Fenway Boston MA 02115 N/A I Scholarship - Higher Ed Exp 6500 Aya Abdulmohsin - Husson University 1 College Circle Bangor ME 04401 N/A I Scholarship - Higher Ed Exp 2500 Barrett Perkins - Capital Area Tech 7 Pierce Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 400 Brayden Barbeau - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 2000 Brooklyn Bowden - Kennebec Valley C 92 Western Ave Fairfield ME 04937 N/A I Scholarship - Higher Ed Exp 800 Cade Parker - Fordham University 441 E Forham Rd Bronx NY 10458 N/A I Grant - Higher Ed Exp 2000 Carmina Fortin - Spa Tech Institute 100 Larrabee Rd Westbrook ME 04092 N/A I Scholarship - Higher Ed Exp 1500 Cohen Parker - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 1000 Cole Hamner - Brandeis University 415 South St Waltham MA 02453 N/A I Grant - Higher Ed Exp 1000 Connor Poulin - University of Maine 46 University Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 600 Connor Williams - Central Maine Com 1250 Turner St Auburn ME 04210 N/A I Scholarship - Higher Ed Exp 3300 Dasey McNeill - Endicott College 376 Hale St Beverly MA 01915 N/A I Grant - Higher Ed Exp 2000 Donna Nadeau - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 11875 Eben Buck - Bowdoin College 255 Maine St Brunswick ME 04011 N/A I Grant - Higher Ed Exp 1000 Eli Robbins - Central Maine Communi 1250 Turner St Auburn ME 04210 N/A I Scholarship - Higher Ed Exp 1500 Emma Buccellato - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 2500 Erin Richardson - Gordon College 255 Grapevine Rd Wehham MA 01984 N/A I Scholarship - Higher Ed Exp 11875 Esme Jamison - University of New En 716 Stevens Ave Portland ME 04103 N/A I Scholarship - Higher Ed Exp 24375 Ethan Vose - University of Maine 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 1300 French Club - Cony High School 60 Pierce Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 200 Hadley Hayward - University of Main 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2000 Hannah Marshall - Maine Maritime Ac 1 Pleasant St Castine ME 04421 N/A I Scholarship - Higher Ed Exp 13300 Jackson Veilleux - University of Ma 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 1500 Jacob Pelletier - Saint Joseph's Co 278 Whites Bridge Rd Standish ME 04084 N/A I Grant - Higher Ed Exp 2000 Juliannah Soper - University of Mai 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 2500 Justin Stein - Massachusetts Colleg 621 Huntington Ave Boston MA 02115 N/A I Scholarship - Higher Ed Exp 1800 Kaiden Kronillis - University of Ma 168 College Ave Orono ME 04469 N/A I Scholarship - Higher Ed Exp 1350 Kameron Douin - Colby College 400 Mayflower Hill Dr Waterville ME 04901 N/A I Grant - Higher Ed Exp 1500 Katahdin Lucas - Bently University 175 Forest St Waltham MA 02452 N/A I Scholarship - Higher Ed Exp 2700 Lauren Tyler - University of Southe 96 Falmouth St Portland ME 04103 N/A I Scholarship - Higher Ed Exp 500 Lillian Matos - Bently University 175 Forest St Waltham MA 02452 N/A I Grant - Higher Ed Exp 1000 Luca Hardy - Northeastern Universit 360 Huntington Ave Boston MA 02115 N/A I Scholarship - Higher Ed Exp 1400 Lucy Buck - University of Southern 96 Falmouth St Portland ME 04103 N/A I Grant - Higher Ed Exp 2000 Luke Lawrence - University of Maine 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2000 Mackenzie Toner - Thomas College 180 W River Rd Waterville ME 04901 N/A I Scholarship - Higher Ed Exp 5500 Madison Purdy - University Of Maine 46 University Dr Augusta ME 04330 N/A I Grant - Higher Ed Exp 2000 Megan Lucarelli - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 2000 Penelope Fyfe - University of Maine 224 Main St Farmington ME 04938 N/A I Scholarship - Higher Ed Exp 2000 Piper Kollman-Veit - University of 168 College Ave Orono ME 04469 N/A I Grant - Higher Ed Exp 2000 Ryan Pelletier - Husson University 1 College Circle Bangor ME 04401 N/A I Grant - Higher Ed Exp 2000 Samuel Coffin - Bently University 175 Forest St Waltham MA 02452 N/A I Grant - Higher Ed Exp 1500 Spencer Soiett - University of Main 224 Main St Farmington ME 04938 N/A I Grant - Higher Ed Exp 2000 Thea Kanaris - University of Connec 352 Mansfield Rd Storrs Mansfield CT 06269 N/A I Scholarship - Higher Ed Exp 1500 Tyler Pelletier - University of New 716 Stevens Ave Portland ME 04103 N/A I Grant - Higher Ed Exp 1000 176400 Amany Albahadly - University of Mai 46 University Dr Augusta ME 04330 N/A I Scholarship - Higher Ed Exp 12500 Esme Jamison - University of New En 716 Stevens Ave Portland ME 04103 N/A I Scholarship - Higher Ed Exp 12500 Hannah Marshall - Maine Maritime Ac 1 Pleasant St Castine ME 04421 N/A I Scholarship - Higher Ed Exp 12500 37500 14 115855 18 79299 0 195154 0 195154 0 0 0 0 0 0 0 0 0 0 X X 1 Jerre Buxton 191 Young Rd Augusta ME 04330 5000 X Accounting Fees 3750 0 3750 10000 SHR Amazon Inc 3.3% due 04/13/2027 9961 9961 10000 SHR Bank of America Corp 2.087% due 06/14/29 '28 9537 9537 15000 SHR Berkshire Hathaway Inc 3.125% 3/15/26 14973 14973 20000 SHR CVS Health Corp 5.00% due 01/30/2029 20431 20431 30000 SHR Charles Schwab Corp 6.196% Due 11/17/2029 31735 31735 40000 SHR Citizens Financial Group Inc 5.718% Due 07/23/2032 41949 41949 15000 SHR Deere John Capital Corp 14652 14652 30000 SHR Fifth Third Bancorp 6.361% due 10/27/2028 31225 31225 30000 SHR Huntington Bancshares Incorporated 5.272% due 01/15/2031 30889 30889 15000 SHR Intel Corp 2.45% Due 11/15/2029 13990 13990 15000 SHR Intercontinental Exchange Inc. 4.35% due 06/15/2029 15151 15151 10000 SHR Microsoft Corp 3.3% 2/6/27 9963 9963 15000 SHR ORCL 2.65% due 07/15/2026 14880 14880 30000 SHR PNC Financial Services Group Inc 6.037% due 10/28/33 32423 32423 10000 SHR Salesforce.com Inc 3.7% Due 4/11/2028 10001 10001 30000 SHR Sysco Corp Sr Nt 5.95% due 04/01/2030 31807 31807 10000 SHR Target Corp 2.5% Due 04/15/2026 9960 9960 15000 SHR Unitedhealth Group Inc 2.00% due 05/15/30 13668 13668 20000 SHR Williams Companies Inc. 5.30% due 08/15/2028 20590 20590 2464.998 SHR American Europacific Growth (Mstar ***) 149527 149527 2087.422 SHR Clearbridge Intl Growth Fund (Mstar ***) 154761 154761 7837.465 SHR Avantis Investors Emerging Markets Equity Fund Institutional Cl 115759 115759 1407.884 SHR Cohen & Steers Instl Realty Shs (Mstar *****) 67438 67438 19657.422 SHR MFS Mid Cap Value Fund (Mstar ****) 292109 292109 941.933 SHR Vanguard Small Cap Index Admiral (Mstar ****) 116404 116404 249 SHR Abbvie Inc. 56894 56894 88 SHR Air Products & Chemicals, Inc. 21738 21738 155 SHR Allstate Corp 32263 32263 204 SHR American Elec Pwr Inc. 23523 23523 88 SHR Ameriprise Financial Inc 43150 43150 191 SHR Chevron Corp. 29110 29110 505 SHR Cisco Systems Inc. 38900 38900 261 SHR Corning Inc 22853 22853 264 SHR Digital Realty Trust, Inc 40843 40843 119 SHR Duke Energy Corp 13948 13948 253 SHR Exxon Mobil Corp 30446 30446 653 SHR Fifth Third Bancorp 30567 30567 184 SHR Hasbro Inc. 15088 15088 80 SHR Home Depot Inc 27528 27528 136 SHR Honeywell Intl Inc. 26532 26532 1604 SHR Huntington Bancshares, Inc. 27829 27829 187 SHR JP Morgan Chase & Co. 60255 60255 218 SHR Johnson & Johnson 45115 45115 86 SHR Lockhead Martin Corp 41596 41596 119 SHR McDonald's Corp 36370 36370 296 SHR Merck & Co. Inc 31157 31157 74 SHR Microsoft Corp 35787 35787 196 SHR Morgan Stanley 34796 34796 470 SHR Nextera Energy Inc 37732 37732 217 SHR Pepsi Co, Inc. 31144 31144 305 SHR Phillip Morris Intl, Inc 48922 48922 296 SHR Procter & Gamble Co 42420 42420 284 SHR Prologis Inc 36255 36255 211 SHR Prudential Financial Inc 23818 23818 230 SHR Qualcomm Inc 39342 39342 202 SHR Quest Diagnostics Inc 35053 35053 44 SHR Snap-on, Inc. 15162 15162 365 SHR Starbucks Corp 30737 30737 248 SHR Target Corp 24242 24242 545 SHR Truist Financial Corporation 26819 26819 179 SHR Union Pacific Corp 41406 41406 728 SHR Verizon Communications Inc 29651 29651 951 SHR Williams Companies Inc 57167 57167 574 SHR Embridge Inc 27454 27454 442 SHR Medtronic PLC 42459 42459 288 SHR Novartis AG 39707 39707 573 SHR TC Energy Corp 31521 31521 888531 888531 0 0 Miscellaneous 971 0 972 Office Supplies 175 0 175 Postage 133 0 133 Website Costs 834 0 834 Bank Service Charges 25 0 25 Unrealized Gains on Investments 208259 Scholarships Payable 47500 37500 Trustee & Investment Fees 18358 18358 0 Excise Taxes 1655 0 0