2024-11-12T14:39:39-06:00 2023-12-31 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990PF 2023-01-01 311599553 Maine Veterinary Education Foundation MAIN 8004482772 45 Memorial Drive Suite 202 Augusta ME 04332 Katherine Soverel Executive Director 8004482772 2024-11-12 1 1 Derek K Markgren CPA P01284874 2077753496 2024-11-12 2023 2024-10-15 13:58:12Z X 540095 X 16560 13 13 14571 14571 -18644 254278 0 12500 14584 0 0 0 1475 738 737 6963 5463 1500 467 364 0 1232 589 643 10137 7154 2880 27500 27500 37637 7154 30380 -25137 7430 25088 16712 16712 76944 123422 123422 2300 795 2300 2300 276511 273711 273711 141127 123893 123893 160 57 57 520625 540095 540095 1541 1475 5000 0 6541 1475 X 0 0 0 0 514084 538620 514084 538620 520625 540095 514084 -25137 49673 538620 0 538620 Columbia Corp Inc P 2022-12-13 2023-09-27 900 944 -44 -44 First Eagle Overseas P 2022-02-25 2023-02-24 701 707 -6 -6 HRTFRD INTL VAL P 2023-01-23 2023-12-13 1022 988 34 34 ISHS 7-10 Y P 2023-03-21 2023-04-18 3565 3643 -78 -78 ISHS GLB P 2022-12-13 2023-09-27 610 674 -64 -64 ISHS 10-20 P 2023-08-22 2023-09-27 592 612 -20 -20 ISHS 3-7 Y P 2023-04-18 2023-11-20 1588 1641 -53 -53 ISHS MSCI P 2022-12-13 2023-09-27 6059 6561 -502 -502 Del IVY VAL P 2022-02-25 2023-01-20 4803 4963 -160 -160 PGIM T/R BD Z P 2023-08-22 2023-09-27 900 912 -12 -12 SPDR S&P 500 P 2022-12-13 2023-09-27 2144 2067 77 77 Vngrd Shrt Trm Corp P 2022-12-13 2023-10-24 599 606 -7 -7 Vngrd Mtg BKD SEC P 2023-07-05 2023-12-13 2780 2826 -46 -46 Vngrd Value P 2023-01-20 2023-10-24 7334 7649 -315 -315 Virtus LGCP P 2023-02-24 2023-12-13 2626 2592 34 34 ALSPG C&B P 2023-12-12 2023-12-13 667 607 60 60 ALSPG SPL LGCP P 2023-02-24 2023-09-27 1350 1307 43 43 GS GQG PTNR INTL OPP P 2022-12-13 2023-12-13 11 9 2 2 Blkrck P 2020-02-24 2023-12-13 3494 4006 -512 -512 Columbia SL LGCP P 2019-11-25 2023-04-18 5451 7582 -2131 -2131 First Eagle Overseas P 2020-02-24 2023-09-27 5063 5013 50 50 GS GQG PTNR INTL OPP P 2019-04-22 2023-12-13 6371 5879 492 492 JH CLSC VAL P 2020-03-23 2023-09-27 6537 5755 782 782 JH US GLB LDRS P 2018-12-03 2023-12-13 9131 9134 -3 -3 ISHS 20+ TRSY P 2020-12-14 2023-09-27 9663 13651 -3988 -3988 ISHS MSCI USA P 2022-04-19 2023-12-13 1469 1521 -52 -52 DEL IVY VAL P 2020-02-24 2023-01-23 11649 12037 -388 -388 JH STR INC OPP P 2020-03-23 2023-09-27 5121 5457 -336 -336 NATIXIS Oakmark ITL P 2020-02-24 2023-09-27 1555 1372 183 183 SPDR S&P 500 P 2022-01-24 2023-02-24 9711 10443 -732 -732 VNGRD SHRT TRM Corp P 2022-01-24 2023-10-24 10219 10960 -741 -741 ALSPG C&B P 2020-03-23 2023-12-13 6637 6026 611 611 WSTRN ASST COR PLS P 2022-01-24 2023-12-13 7074 8068 -994 -994 Inv S&P 500 EQ P 2023-05-09 2023-09-27 829 771 58 58 ISHS Gold Trust P 2022-12-27 2023-09-27 249 248 1 1 ISHS Invstmnt P 2022-03-30 2023-02-13 9182 9964 -782 -782 ISHS 7-10Y P 2024-06-10 2023-02-13 194 201 -7 -7 ISHS CNSMR STPLS P 2022-11-21 2023-09-28 2103 2220 -117 -117 Ishares MSCI P 2023-05-09 2023-09-27 695 703 -8 -8 SPDR S&P GLB P 2022-06-10 2023-05-09 4126 4443 -317 -317 SPDR S/T Treasury P 2023-02-13 2023-11-28 4527 4539 -12 -12 SPDR S&P 600 SMCP P 2023-07-24 2023-09-27 767 850 -83 -83 HLTHCR SEL SECT SPDR P 2022-11-21 2023-07-24 5980 5933 47 47 Tech Sel SECT SPDR P 2022-06-10 2023-05-09 150 132 18 18 UTILS SEL SECT SPDR P 2023-07-03 2023-09-28 120 132 -12 -12 VNGRD FTSE Europe P 2023-02-13 2023-09-27 2740 2927 -187 -187 WSDMTREE FLTG P 2022-08-29 2023-07-24 1111 1106 5 5 FRK FTSE Japan P 2021-10-18 2023-09-27 1258 1420 -162 -162 ISHS Gold Trust P 2018-11-23 2023-09-27 462 305 157 157 IShares MSCI S Korea P 2021-01-22 2023-05-09 2257 3476 -1219 -1219 ISHS 7-10 Y P 2020-10-13 2023-02-13 4662 5826 -1164 -1164 ISHS MBS P 2020-01-23 2023-09-27 4079 4986 -907 -907 ISHS 10-20 P 2022-07-11 2023-11-28 21520 25654 -4134 -4134 ISHS CNSMR STPLS P 2021-12-14 2023-09-27 6141 6769 -628 -628 ISHS US ARERO P 2022-06-10 2023-09-27 636 607 29 29 ISHS MSCI China P 2022-03-30 2023-09-27 1071 1379 -308 -308 IShares MSCI Taiwan P 2021-01-22 2023-05-09 2603 3448 -845 -845 ISHS MSCI INTL P 2019-04-17 2023-09-27 565 516 49 49 SPDR S&P DIVIDEND P 2022-03-30 2023-09-27 1608 1813 -205 -205 HLTHCR SEL SECT SPDR P 2022-06-10 2023-09-27 2388 2269 119 119 Energy Sel SECT SPDR ETF P 2020-04-13 2023-05-09 3781 1657 2124 2124 Tech Sel SECT SPDR P 2021-07-16 2023-05-09 7660 8015 -355 -355 UTILS SEL SECT SPDR P 2022-03-30 2023-09-28 4080 4985 -905 -905 VNGRD FTSE Europe P 2020-01-23 2023-09-28 9201 9277 -76 -76 VNGRD Value P 2021-10-18 2023-09-27 829 842 -13 -13 WSDMTREE FLTG P 2022-02-15 2023-11-28 9308 9297 11 11 -18644 103 0 103 0 103 160 0 0 0 160 0 57 57 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 www.maineveted.org Katherine Soverel 8004482772 45 Memorial Circle Suite 202 Augusta ME 04332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Libby Helmer 492 Ridge Road Monmouth ME 04259 Director 0.13 0 0 0 Dr Lisa Bourazak 19 Oliver Lane Gorham ME 04038 Director 0.13 0 0 0 Dr Stephanie Robitaille 69 Mason Road Turner ME 04282 Director 0.13 0 0 0 Katherine Soverel 45 Memorial Circle Suite 202 Augusta ME 04332 Executive Director 0.13 0 0 0 Dr Samantha Hodgkins 273 Shaker Road Gray ME 04039 Treasurer 0.13 0 0 0 Dr David Cloutier 63 Bennoch Road Orono ME 04473 Vice President 0.13 0 0 0 Dr Casey Cole 124 Cleaves Street Biddeford ME 04005 Past President 0.13 0 0 0 Dr Kate Domenico 25 Henley Street - Unit 8 South Portland ME 04106 President 0.13 0 0 0 NONE 0 NONE 0 Provided funding for college-level education scholarships; the exempt purpose of the Organization is to provide scholarship assistance to full-time students of veterinary medicine and veterinary technician students. 2880 0 507020 24269 0 531289 0 0 531289 7969 523320 26166 26166 103 103 26063 0 26063 0 26063 30380 0 30380 26063 0 0 10545 2910 8165 2981 7929 32530 30380 0 0 0 26063 4317 0 0 36847 0 0 0 0 0 0 10545 26302 2910 8165 2981 7929 4317 Katherine Soverel Executive Directo 45 Memorial Circle Suite 202 Augusta ME 04332 8004482772 Request application form from Maine Veterinary Education Foundation Prior to beginning of college year Students enrolled in approved colleges of veterinary medicine, or veterinary technician students, from the State of Maine. Sydney Page 110 SE Viewmont Ave Corvallis OR 97333 I Education Scholarship 5000 Lilla Tilton-Flood 365 Etna Road Ithaca NY 14850 I Education Scholarship 5000 Rebecca French 4 Valley Road Locust Valley NY 11560 I Education Scholarship 1000 Charles Libby 447 Putnam Hill Road Sutton MA 01590 I Education Scholarship 5000 Henry Laurita 336 NW 10th Street Apt 4 Corvallis OR 97330 I Education Scholarship 4000 Joanna Itrich 5100 Trinity Gate Lane Apt 303 Raleigh NC 27607 I Education Scholarship 2500 Emily Hussey PO Box 219 Hudson ME 04449 I Education Scholarship 5000 27500 0 14 13 14 14571 18 -18644 0 -4060 0 -4060 0 0 0 0 0 0 0 0 0 0 X X 1 New England Veterinary Medical Association PO Box 15304 Portland ME 04112 15000 X Tax Preparation 1475 738 737 Investment Account - Mutual Funds 123893 123893 Investment Account - Common Stock 273711 273711 Income Tax Deposits 160 57 57 Administrative Expenses 1232 589 643 Unrealized Gain (Loss) on Investment 49673 Scholarship 5000 0 Investment Fees 3963 3963 0 Management Fees 3000 1500 1500 Excise Taxes 103 0 0 Foreign Taxes 192 192 0 Other Taxes 172 172 0