2025-11-17T11:20:03-06:00 2024-12-31 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990PF 2024-01-01 311599553 Maine Veterinary Education Foundation MAIN 8004482772 45 Memorial Drive Suite 202 Augusta ME 04332 Katherine Soverel Executive Director 8004482772 2025-11-13 1 1 Derek K Markgren CPA MST P01284874 2077753496 2025-11-13 2024 2025-03-06 01:10:19Z X 543520 X 10140 10 10 19348 19348 10219 189759 10219 32 0 39749 29577 0 0 0 1748 874 874 7290 3645 3645 590 253 0 1174 587 587 10802 5359 5106 32000 32000 42802 5359 37106 -3053 24218 16712 9525 9525 123422 104697 104697 272 2300 272 272 273711 268113 268113 123893 160913 160913 57 0 0 540095 543520 543520 1475 0 280 1475 280 X 0 0 0 0 538620 543240 538620 543240 540095 543520 538620 -3053 7673 543240 0 543240 Columbia Sel LGCP P 2023-12-14 2024-11-26 1404 1581 -177 -177 JH CLSC Val P 2023-07-05 2024-04-23 978 829 149 149 ISHS 7-10Y P 2023-12-13 2024-09-04 488 478 10 10 ISHS GLBL P 2023-12-13 2024-12-11 322 280 42 42 ISHS 10-20 TRSRY P 2024-01-25 2024-10-22 3826 3859 -33 -33 ISHS 3-7 Y TRSRY P 2023-12-13 2024-09-04 4457 4389 68 68 MAC LGCP P 2024-04-23 2024-12-11 457 401 56 56 JPM LGCP P 2024-04-23 2024-12-11 1456 1299 157 157 NATIXIS OakMark P 2023-12-13 2024-12-11 940 806 134 134 SPDR S&P 500 P 2023-10-24 2024-12-11 13010 11802 1208 1208 VNGRD MTG BKD P 2024-04-23 2024-09-04 281 266 15 15 VIRTUS LGCP P 2023-02-24 2024-01-25 1102 1004 98 98 WSTRN ASST P 2024-09-03 2024-09-04 953 1021 -68 -68 BLKRCK P 2020-02-24 2024-10-22 1988 2086 -98 -98 Columbia Sel LGCP P 2020-12-14 2024-11-26 9357 10735 -1378 -1378 First Eagle Overseas P 2022-08-22 2024-10-22 3561 3063 498 498 GS GQG PTNR INTL P 2022-12-13 2024-04-23 2961 2188 773 773 JH CLSC Val P 2021-04-19 2024-04-23 7575 6419 1156 1156 JH US GLB LDRS P 2021-02-22 2024-04-23 7370 6087 1283 1283 HRTFRD INTL VAL P 2023-01-23 2024-04-23 151 134 17 17 ISHS 20+ TRSRY BND P 2018-12-03 2024-01-25 3842 4624 -782 -782 ISHS 7-10Y P 2023-02-24 2024-09-04 3999 3906 93 93 ISHS GLBL INFRA P 2022-12-13 2024-12-11 4453 3990 463 463 ISHS 3-7 TRSRY P 2023-04-18 2024-12-11 8955 8710 245 245 ISHS USA MIN VOL P 2022-01-24 2024-09-04 10896 8898 1998 1998 NATIXIS OakMark P 2020-02-24 2024-12-11 5779 4954 825 825 SPDR S&P 500 P 2022-12-13 2024-06-25 575 433 142 142 VNGRD MTG BKD SEC P 2023-07-05 2024-09-04 4126 3981 145 145 Virtus LGCP P 2023-02-24 2024-12-11 422 350 72 72 ALSPG SPL LGCP P 2023-02-24 2024-12-11 2212 1879 333 333 WSTRN ASST COR P 2023-02-01 2024-09-04 12160 13047 -887 -887 INV S&P EWT Tech P 2023-09-28 2024-07-25 4590 3532 1058 1058 SPDR S&P P 2024-07-25 2024-11-08 2987 3011 -24 -24 VNGRD Value P 2023-11-28 2024-07-25 3982 3410 572 572 FRK FTSE Japan P 2021-10-18 2024-07-25 8678 8849 -171 -171 INV S&P EWT Tech P 2023-05-09 2024-07-25 9758 6941 2817 2817 ISHS 10-20 TRSRY P 2022-07-11 2024-09-16 4686 5035 -349 -349 ISHS Consumer Staple P 2022-06-10 2024-07-25 2231 2072 159 159 ISHS MSCI China P 2018-11-23 2024-07-25 7122 8831 -1709 -1709 SPDR S&P GLB NAT P 2023-09-28 2024-11-08 2766 2789 -23 -23 VNGRD FTSE Europe P 2019-06-21 2024-07-25 7455 6201 1254 1254 Wisdom FLTG RT TRSRY P 2021-10-18 2024-07-25 15448 15370 78 78 10219 337 0 337 0 337 57 0 0 0 57 0 280 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 Dr Sarah Horn 81 Wallentine Road Bowdoinham ME 04008 Director 0.13 0 0 0 Dr Jessica Matulis 207 Taber Hill Road Vassalboro ME 04989 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 President 0.13 0 0 0 Dr Kate Domenico 25 Henley Street - Unit 8 South Portland ME 04106 Past 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. 5106 0 537078 15995 0 553073 0 0 553073 8296 544777 27239 27239 337 337 26902 0 26902 0 26902 37106 0 37106 26902 0 0 2910 8165 2981 7929 4317 26302 37106 0 0 0 26902 10204 0 0 36506 0 0 0 0 0 0 2910 33596 8165 2981 7929 4317 10204 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. Shannon Massey 15 Red Oaks Lodge Road Belgrade ME 04917 I Education Scholarship 5000 Hannah Inman 450 Back Brooks Road Monroe ME 04951 I Education Scholarship 7000 Sarah Jama 35 Vining Street Lisbon Falls ME 04252 I Education Scholarship 1000 Sydney Page 110 SE Viewmont Ave Apt D Corvallis OR 97333 I Education Scholarship 5000 Emily Hussey 295 Hudson Road Alton ME 04468 I Education Scholarship 7000 Charles Libby 75 S Quinsigamond Ave 2 Shrewsbury MA 01545 I Education Scholarship 5000 Syeira New 61 Washington St Apt 107 Sanford ME 04073 I Education Scholarship 2000 32000 0 14 10 14 19348 18 10219 Miscellaneous Revenue 01 32 0 29609 0 29609 0 0 0 0 0 0 0 0 0 0 X X 1 New England Veterinary Medical Association PO Box 15304 Portland ME 04112 8000 X Tax Preparation 1748 874 874 Investment Account - Mutual Funds 160913 160913 Investment Account - Common Stock 268113 268113 Income Tax Deposits 57 Administrative Expenses 1174 587 587 Miscellaneous Revenue 32 32 Unrealized Gain (Loss) on Investment 7673 Excise Tax Payable 0 280 Investment Fees 4290 2145 2145 Management Fees 3000 1500 1500 Excise Taxes 337 0 0 Foreign Taxes 253 253 0