2026-02-11T12:50:24-06:00 2025-03-31 020522664 GAMWELL CAPUTO KELSCH & CO PLLC 481 WHITE MOUNTAIN HIGHWAY CONWAY NH 03818 990PF 2024-04-01 010351827 HELEN R COE TRUST HELE 2079352061 CO ANDREW PIERCE ESQ - PO BOX 29 FRYEBURG ME 04037 ANDREW PIERCE ESQ TRUSTEE 2079352061 2026-02-05 1 0 DAVID A CAPUTO CPA P00184707 6034473356 2026-02-05 X 2024 2025-03-06 01:10:19Z X X 2996007 X X 3833 3833 66365 66365 161554 586892 161554 231752 231752 2695 0 2021 2285 0 1140 33868 30481 3387 1955 0 633 40803 30481 7181 130247 130247 171050 30481 137428 60702 201271 45645 67712 67712 44506 76088 76702 1174088 1157982 1911850 941681 964840 939743 2205920 2266622 2996007 0 0 X 2205920 2266622 0 0 0 0 2205920 2266622 2205920 2266622 2205920 60702 0 2266622 0 2266622 SHORT TERM CAPITAL GAINS P 187543 183049 4494 4494 LONG TERM CAPITAL GAINS P 398850 242289 156561 156561 CAPITAL GAIN DISTRIBUTIONS P 499 499 499 161554 2798 0 2798 0 2798 1352 0 0 0 1352 0 1446 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A ANDREW PIERCE ESQ 2079352061 376 MAIN STREET FRYEBURG ME 04037 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSPEH DORNER 351 CHRISTIAN HILL ROAD LOVELL ME 04051 MEMBER 1.00 0 0 0 LINDA DUNLEA 249 SHAVE HILL ROAD LOVELL ME 04051 MEMBER 1.00 0 0 0 MICHAEL FRIEDMAN PO BOX 10 BRIDGTON ME 04009 TRUSTEE 1.00 2695 0 0 STAN TUPAJ 224 MAIN STREET LOVELL ME 04051 MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 2969892 50430 0 3020322 0 0 3020322 45305 2975017 148751 148751 2798 2798 145953 0 145953 0 145953 137428 0 137428 145953 78236 0 0 137428 78236 0 0 59192 0 0 0 0 0 0 0 0 86761 0 0 0 COE GOVERNING COMMITTEE PO BOX 185 CENTER LOVELL ME 04016 2079256272 NONE FOR SCHOLARSHIPS: PROOF OF RESIDENCY IN LOVELL, ME; ACADEMIC PERFORMANCE; ACHIEVEMENT TEST SCORES; TEACHER RECOMMENDATION. FOR CHARITABLE ORGANIZATIONS LETTER REQUESTING ASSISTANCE FOR A SPECIFIC CHARITABLE PURPOSE. SUBMISSION DEADLINES ARE JULY 1 FOR SCHOLARSHIP REQUESTS AND JANUARY 1 FOR CHARITABLE ORGANIZATIONS FOR LITERARY, EDUCATIONAL, SCIENTIFIC, MUSICAL, CIVIC, RELIGIOUS OR PUBLIC BENEFIT PURPOSES THAT WOULD BE OF ASSISTANCE TO THE GENERAL WELFARE OF THE INHABITANTS OF THE TOWN OF LOVELL, ME. FRYEBURG RESCUE 89 BRIDGTON RD FRYEBURG ME 04037 NONE PC FUNDING FOR LOCAL EMERGENCY RESCUE SQUAD RADIO SYSTEM 8215 KENNEBEC GIRL SCOUTS COUNCIL 85 CAMP PONDICHERRY RD BRIDGTON ME 04009 NONE PC SUPPORT OF YOUTH PROGRAM COSTS 2000 LEWIS DANA HILL MEMORIAL LIBRARY PO BOX 470 LOVELL ME 04051 NONE PC SUPPORT OF LOCAL LIBRARY MAINTENANCE 1000 LOVELL BRICK CHURCH FOR THE PERFORMING ARTS 502 CHRISTIAN HILL ROAD LOVELL ME 04051 NONE PC LOCAL THEATER RENOVATION AND EQUIPMENT 8215 LOVELL HISTORICAL SOCIETY PO BOX 166 LOVELL ME 04051 NONE PC SUPPORT OF LOCAL HISTORICAL SOCIETY PROPERTY MAINTENANCE 8215 LOVELL RECREATION DEPARTMENT 10 SMARTS HILL RD LOVELL ME 04051 NONE PC SUPPORT OF LOCAL YOUTH PROGRAM TRANSPORTATION COSTS 12000 LOVELL UNITED CHURCH 1174 MAIN ST LOVELL ME 04051 NONE PC SUPPORT OF LOCAL CHURCH COMMUNITY KITCHEN IMPROVEMENTS 8215 MAINE ELECTRICAL INSTITUTE 320 PRESUMPSCOT ST PORTLAND ME 04103 NONE PC SCHOLARSHIP - JORDAN DUTTON 3500 NEW SUNCOOK PTA 95 MAIN STREET LOVELL ME 04051 NONE PC SUPPORT OF LOCAL ELEMENTARY SCHOOL ALTERNATIVE LEARNING PROGRAM COSTS 3000 NEW SUNCOOK SCHOOL 95 MAIN STREET LOVELL ME 04051 NONE PC SUPPORT OF LOCAL ELEMENTARY SCHOOL PROGRAMS 4000 PAUL SMITH COLLEGE PO BOX 265 PAUL SMITHS NY 12970 NONE PC SCHOLARSHIP - JADE BLOOD 9000 SUNSHINE BACKPACK FOOD PROGRAM 6 MERRILL CORNER ROAD BROWNFIELD ME 04010 NONE PC SUPPORT OF LOCAL YOUTH FOOD PROGRAM 4000 THOMAS COLLEGE 180 W RIVER RD WATERVILLE ME 04901 NONE PC SCHOLARSHIP - CALEB MICHLON 1000 UNIVERSITY OF MAINE 168 COLLEGE AVENUE ORONO ME 04469 NONE PC SCHOLARSHIP - COURTNEY DUTTON 10000 UNIVERSITY OF MAINE 168 COLLEGE AVENUE ORONO ME 04469 NONE PC SCHOLARSHIP - WILLIAM FITZGERALD 9000 UNIVERSITY OF MAINE 168 COLLEGE AVENUE ORONO ME 04469 NONE PC SCHOLARSHIP - SHELBY PURSLOW 9000 UNIVERSITY OF SOUTHERN MAINE 96 FALMOUTH ST PORTLAND ME 04103 NONE PC SCHOLARSHIP - ALANNA NATALUK 9000 UNIVERSITY OF SOUTHERN MAINE 96 FALMOUTH ST PORTLAND ME 04103 NONE PC SCHOLARSHIP - CALEIGH CROWE 4079 MAINE MARITIME ACADEMY 1 PLEASANT STREET CASTINE ME 04420 NONE PC SCHOLARSHIP - AUSTIN DORNER 9000 THOMAS COLLEGE 180 W RIVER RD WATERVILLE ME 04901 NONE PC SCHOLARSHIP - CALEB MIKLON 7000 UNIVERSITY OF MAINE - AUGUSTA 46 UNIVERSITY DRIVE AUGUSTA ME 04330 NONE PC SCHOLARSHIP - KAITLYNN TIBBETTS 5308 SWEDEN FOOD PANTRY 137 BRIDGTON ROAD SWEDEN ME 04040 NONE PC SUPPORT OF LOCAL FOOD PANTRY 1000 UNIVERSITY OF MASSACHUSETTS - DARTMOUTH 285 OLD WESTPORT ROAD DARTMOUTH MA 02747 NONE PC SCHOLARSHIP - HADEN FOX 2500 RETURNED GRANT - UNIVERSITY OF MAINE 168 COLLEGE AVENUE ORONO ME 04469 NONE PC RETURNED SCHOLARSHIP -8000 130247 0 14 3833 14 66365 18 161554 0 231752 0 231752 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2285 0 1140 ALIBABA GROUP HLDG LTD 71034 54082 ALPHABET INC CL A 34801 79175 AMAZON COM INC 46290 77627 APPLE INC 38361 99737 BERKSHIRE HATHAWAY CL-B NEW 37222 72431 CHEVRON CORP 31153 58719 FOMENTO ECONOMICO MEXICANO 28235 42350 JPMORGAN CHASE & CO 47783 93950 MERCK & CO INC NEW COM 32791 38328 MICROSOFT CORP 40531 81460 PALO ALTO NETWORKS INC 13905 73375 SONY GROUP 15912 36942 TAIWAN SMCNDCTR MFG CO LTD ADR 23112 60258 UNITEDHEALTH GP 17962 36139 VISA INC CL A 28107 47663 WALT DISNEY CO HLDG CO 37112 29610 AXSOME THERAPEUTICS 22662 89339 BLACKROCK INC 47011 57735 META PLATFORMS INC 28371 58212 NETFLIX 25198 47559 SALESFORCE INC 27982 38107 SAP AG 27595 65768 EATON CORP PLC SHS 27220 36969 ECOLAB INC 24227 36000 NOVO NORDISK A/S ADR 27105 31457 S & P GLOBAL INC COM 20139 28962 SHERWIN WILLIAMS COMPANY OHIO 27995 40855 ASTRAZENICA PLC 25251 25137 MERCADOLIBRE INC 14685 23410 NVIDIA 29470 73373 PACCAR INC 28967 22687 WASTE CONNECTIONS INC 29008 32987 CRH PLC 38751 41874 EMBRAER S A ADR 29044 47771 FISERV 27427 29591 GRAB HOLDINGS LTD 14464 14183 SPOTIFY TECH 29209 51703 THERMO FISHER SCIENTIFIC 41890 36325 76088 76702 0 0 BLACKROCK MUNIHLDNGS QLTY II AT COST 55029 44160 ISHARES MSCI SOUTH KOREA ETF AT COST 28838 22373 E V ADV FLOATING RATE I AT COST 58184 56025 E V INCOME FUND OF BOSTON I AT COST 60055 60037 EATON VANCE EMERGMKT LCL INC I AT COST 81487 83777 EATON VANCE GLB MCRO ABS RETI AT COST 122730 121830 EV HIGH YIELD MUNI INCOME I AT COST 57867 50995 EV MUNI OPPORTUNITIES I AT COST 226745 202770 GUGGENHEIM TOTAL RETURN BD I AT COST 56785 55595 ISHARES BONDS DEC 31 TERM CORP AT COST 37709 38471 ISHARES MSCI JAPAN ETF AT COST 65569 73771 ISHARES MSCI CHINA ETF AT COST 41128 48634 ISHARES MSCI INDIA ETF AT COST 56037 64555 ISHARES BONDS DEC 25 TERM CORP AT COST 16677 16750 POSTAGE 500 0 450 ADVERTISING 183 0 183 INSURANCE 1272 0 0 INVESTMENT MANAGEMENT FEES 33868 30481 3387