2025-11-13T14:58:17-06:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2024-01-01 274318997 Skowhegan Savings Charitable Foundation SKOW 2074749511 13 Elm Street Skowhegan ME 04976 Vicki Alward Treasurer 2078582535 2025-11-10 1 1 Melissa Magoon CPA P01712842 2077752387 2025-11-10 2024 2025-03-06 01:10:19Z X 3579434 X 507694 77937 78691 362139 961780 362543 947770 441234 0 0 0 13502 13502 0 1177 1177 0 2922 1506 1416 17601 16185 1416 400000 400000 417601 16185 401416 530169 425049 25726 250626 250626 336765 258695 258695 222840 250326 249649 1315209 1345194 1862586 525792 559538 566220 371248 337641 391658 2797580 3002020 3579434 75000 75000 75000 75000 X 0 0 0 0 2722580 2927020 2722580 2927020 2797580 3002020 2722580 530169 0 3252749 325729 2927020 Publicly Traded Securities 961780 599999 361781 361781 Capital Gain Distributions -NII Adjustment 404 404 Capital Gain Distributions - book 358 358 362543 5908 0 5908 0 5908 5234 0 6600 0 11834 0 5926 5926 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 www.skowhegan.com/about-us/charitable-foundation Vicki Alward 2074749511 13 Elm Street Skowhegan ME 04976 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 John Witherspoon 13 Elm Street Skowhegan ME 04976 President 1.00 0 0 0 Vicki Alward 13 Elm Street Skowhegan ME 04976 Treasurer 1.00 0 0 0 Andrew Fortin-Trimble 13 Elm Street Skowhegan ME 04976 Secretary 1.00 0 0 0 Carolann Ouellette 13 Elm Street Skowhegan ME 04976 Director 1.00 0 0 0 Samuel Hight 13 Elm Street Skowhegan ME 04976 Director 1.00 0 0 0 Michael Dugay 13 Elm Street Skowhegan ME 04976 Director 1.00 0 0 0 Flint Christie 13 Elm Street Skowhegan ME 04976 Director 1.00 0 0 0 NONE 0 NONE 0 0 3031557 290955 0 3322512 0 0 3322512 49838 3272674 163634 163634 5908 5908 157726 0 157726 0 157726 401416 0 401416 157726 765 0 0 401416 765 0 0 157726 242925 0 0 242925 0 0 0 0 0 0 0 242925 242925 Skowhegan Savings Charitable Founda PO Box 250 Skowhegan ME 04976 8003039511 See the Foundation's website: https://www.skowhegansavings.com/about-charity.htm for grant applications. One application per year. Yearly deadlines are February 28, May 30, August 30 and November 30. Requests must fit within the following guidelines: - Requests that have a broad impact on the communities within our service area will be a priority - Non-profit organizations will be given priority and proof of 501(c)(3) tax status should be provided - We will give priority to requests that promote education, particularly in the area of financial literacy - Community and Economic Development programs that bring business and jobs to our communities will also be a priority Central Maine Growth Council 50 Elm St Waterville ME 04901 PC Dirigo Labs Pitch prize and Sponsorship to help support a startup initiative that scores the highest overall pitch 25000 Mid Maine Technical Center 3 Brooklyn Ave Waterville ME 04901 PC Support for purchase of computers and equipment to help establish the engineering program 75000 Beth Brunswick Memorial Fund for Children PO Box 7038 Rangeley ME 04970 PC Support for construction of new childcare development center. 50000 Trust to Conserve Northeast Forestlands 108 Sewall St Augusta ME 04332 PC To help support logging operations program and training for heavy equipment operators 15000 ProsperityME 175 Lancaster St Portland ME 04101 PC Financial Literacy and empowerment program for Maine's immigrant community. 10000 AGC Maine 188 Whitten Rd Augusta ME 04330 PC Support for the Maine Contruction Academy Pre-Apprenticeship and Apprenticeship programs. Programs provide students with work-ready certifications such as NCCER Core Badges, OSHA 1 hour certification, First Aid & CPR for construction and others. Students are also provided with a full set of the required personal protective gear to work on construction sites. 75000 Jobs for Maine Graduates 65 Stone St Augusta ME 04330 PC Support for the Microcredentialed Competency Model. The model will have a significant positive impact on the local economy by enhancing workforce readiness, increasing employability, and fostering economic growth. This model is designed to provide students with the specific skills and credentials necessary to thrive in todays competitive job market, thereby directly contributing to the economic development of the communities we serve. 25000 Tri County Technical Center 14 Abbott Hill Rd Dexter ME 04930 PC Support technical center's purchase of metal band saw for programming 25000 Maine Mountain Childrens House 36 Salem Rd Kingfield ME 04947 PC Support for child care center expansion and renovation project 25000 KVCAP Early Childhood School 101 Water St Waterville ME 04901 PC Support for a new Early Childhood Center in the new Skowhegan Elementary School. Skowhegans Early Childhood Center (ECC) will become an exemplar for embedding educational programming for the first five years of a childs life into a public school building. The Center will include 4 infant/toddler rooms (32 children aged 0-3) and 8 preschool rooms (128 children 3-5 years old) for a total of 160 children 50000 Augusta Downtown Alliance 224 Water Street Augusta ME 04330 PC To develop space in the Augusta Center for Entrepreneurship for creation of a high tech studio which will allow for content creation and production of pod casts, videos and marketing. 25000 400000 Heart of Maine Resource Center 6 Main Street Dexter ME 04930 PC Renovate the comunity center building - first floor will be the food center, second floor community meeting spaces and the third floor will be our organizations offices and a classroom/conference room for workforce development. 50000 Peregrine Corporation dba PSL Services STRIVE 39 Darling Ave South Portland ME 04106 PC This funding would allow for students with intellectual disabilities to receive training and skills to enter the workforce as well as fill many open positions that are currently available. 5000 Foundation for a Strong Maine Economy dba Focus Maine 128 State Street Augusta ME 04330 PC Support to continue expanding its economic development and career pathway efforts, which include entrepreneurship and workforce development programs utilized by people around the state, including those from underserved and rural populations. 15000 SCORE Maine 22 Rear Free St Portland ME 04101 PC Workshops help new and existing business owners learn the basics generating revenue, business organization, funding, marketing and more. Our services are free and accessible to those who cannot not afford services for their current or potential business. 5000 75000 14 77937 18 362139 0 440076 0 440076 0 0 0 0 0 0 0 0 0 0 X X 1 Skowhegan Savings Bank 13 Elm St Skowhegan ME 04976 507694 X 1 Publicly traded securities 507694 2024-07-26 30000 Shares of BANK OF AMERICA 4.375% 28135 28873 30000 Shares of BP CAPITAL MARKE4.875% 30059 28725 35000 Shares of THE BANK OF NEW 3.75% 29629 33163 30000 Shares of HE PNC FINL SERV 3.4% 22810 28125 50000 Shares of HEWLETT PACKARD E 4.9% 50484 50005 50000 Shares of SCHLUMBERGER HOLDIN 4% 50142 49607 30000 Shares of GOLDMAN SACHS B 2.875% 28647 29324 35000 Shares of EQUINOR ASA 3% 34268 33897 30000 Shares of CENTENE CORP 4.25% 30160 28875 30000 Shares of ORACLE CORP 4.5% 28937 29675 35000 Shares of MOTOROLA SOLUTION 4.6% 34625 34416 30000 Shares of NOV INC. 3.6% 29386 28003 35000 Shares of INTEL CORP 5.125% 35196 34721 30000 Shares of AMGEN INC. 5.25% 29424 30217 30000 Shares of LOWE'S COMPANIES, I 5.0% 29056 29547 35000 Shares of WASTE CONNECTIONS,5% 34554 34095 35000 Shares of L3HARRIS TECHNOL 5.35% 34026 34952 500 Shares of ABBOTT LABS 55201 56550 300 Shares of BBVIE INC 6649 53310 200 Shares of ACCENTURE PLC IRELAND F 59986 70358 320 Shares of ALLEGION PUB LTD CO F 33527 41818 245 Shares of ALPHABET INC 31921 46379 200 Shares of AMAZON.COM INC 23325 43878 300 Shares of AMERICAN WTR WKS CO INC 43793 37347 280 Shares of APPLE INC 40824 70118 65 Shares of ASML HLDG N V 35629 45050 500 Shares of ASTRAZENECA PLC 33232 32760 600 Shares of BAKER HUGHES CO. 14585 24612 90 Shares of BROADRIDGE FINL SOLUTION 12695 20348 370 Shares of CHURCH & DWIGHT INC 33012 38743 400 Shares of CONOCOPHILLIPS 44820 39668 155 Shares of CONSTELLATION BRANDS INC 36221 34255 50 Shares of CROWDSTRIKE HLDGS INC 8008 17108 25 Shares of ELI LILLY AND CO 19755 19300 175 Shares of HOME DEPOT INC 52611 68073 285 Shares of HOULIHAN LOKEY INC 25174 49493 120 Shares of HYATT HOTELS CORP 13833 18838 40 Shares of INTUITIVE SURGICAL INC 8049 20878 150 Shares of IQVIA HLDGS INC 29753 29477 270 Shares of JPMORGAN CHASE & CO 15683 64722 250 Shares of LAM RESH CORP 19767 18058 110 Shares of LINDE PLC 35234 46054 200 Shares of LIVE NATION ENTMT INC 17658 25900 300 Shares of LONZA GROUP AG 17173 17634 150 Shares of MARSH & MCLENNAN COS INC 23113 31862 200 Shares of MICRON TECHNOLOGY INC 20537 16832 175 Shares of MICROSOFT CORP 4146 73763 280 Shares of NEXTERA ENERGY INC 17886 20073 190 Shares of NVIDIA CORP 20523 25515 180 Shares of NXP SEMICONDUCTORS N V F 34275 37413 260 Shares of PEPSICO INC 43661 39536 55 Shares of SERVICENOW INC 24715 58307 140 Shares of SHERWIN-WILLIAMS CO 33933 47590 120 Shares of STRYKER CORP 33171 43206 200 Shares of TAIWAN SEMICONDUCTOR M F 18415 39498 175 Shares of TJX COS INC NEW 20495 21142 575 Shares of TOTALENERGIES SE F 30916 31338 100 Shares of TRANE TECHNOLOGIES PLC F 18643 36935 220 Shares of UNION PAC CORP 50731 50169 35 Shares of UNITED RENTALS INC 15724 24655 100 Shares of UNITEDHEALTH GROUP INC 49355 50586 160 Shares of VERISK ANALYTICS INC 33753 44069 250 Shares of VISA INC 51162 79010 200 Shares of WASTE MGMT INC DEL 31922 40358 250326 249649 0 0 6215.649 Shares of PIONEER ILS INTERVAL FMV 52848 55506 7150.068 Shares of BLACKROCK EVENT DRIVEN E FMV 70000 71501 2801.063 Shares of JPMORGAN HEDGED EQUITY I FMV 71000 92771 714.163 Shares of THORNBURG DEVELOPING WOR FMV 15000 15540 2162.524 Shares of WASATCH EMERGING MARKETS FMV 34300 36676 1700 Shares of ISHARES GOLD ETF FMV 59283 84167 700 Shares of JANUS HENDERSON AAA CLO FMV 35210 35497 Unrealized Gain on Donated Securities 325729 Accrued Interest 1506 1506 0 Misc Expense 1416 0 1416 Investment Fees 13502 13502 0 Foreign Taxes 1177 1177 0