2026-03-02T13:12:48-06:00 2025-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990PF 2025-01-01 831402866 Harnum Family Foundation HARN 2079224020 700 Main Street Suite 2 Bangor ME 04401 Richard B Harnum Jr Trustee 2079224020 2026-03-02 1 Melissa Magoon CPA P01712842 2077752387 2026-03-02 2025 2025-03-06 01:10:19Z X 582042 X X 7345 7345 3150 50062 3150 10495 10495 0 0 0 135 0 135 3250 0 3250 1929 1929 0 99 12 0 5413 1941 3385 22500 22500 27913 1941 25885 -17418 8554 4851 3877 3877 2391 4818 4818 326689 307818 573347 333931 316513 582042 0 0 X 0 0 0 0 333931 316513 333931 316513 333931 316513 333931 -17418 0 316513 0 316513 Publicly Traded Securities 50062 46912 3150 3150 3150 119 0 119 0 119 0 0 0 0 0 0 119 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A Richard B Harnum Jr 2079224020 700 Main Street Suite 2 Bangor ME 04401 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Richard B Harnum Jr 700 Main Street Suite 2 Bangor ME 04401 Trustee 0.10 0 0 0 Keeley Harnum 700 Main Street Suite 2 Bangor ME 04401 Trustee 0.10 0 0 0 NONE 0 NONE 0 0 548664 4491 0 553155 0 0 553155 8297 544858 27243 27243 119 119 27124 0 27124 0 27124 25885 0 25885 27124 0 0 427 291 5600 6318 25885 0 0 0 25885 0 1239 1239 5079 0 0 0 0 0 0 0 5079 5079 Richard B Harnum Jr co Harnum Famil 700 Main Street Suite 2 Bangor ME 04401 2079224020 No Special Format Required None Recipients are geographically located in close proximity to Organization. Husson University 1 College Circle Bangor ME 04401 PC General Support 5000 Bangor Humane Society 693 Mt Hope Avenue Bangor ME 04401 PC General Support 5000 River City Athletics 129 Farm Road Bangor ME 04401 PC General Support 500 Community Closet 207 330 Water Street Ellsworth ME 04605 PC General Support 5500 Heart of Maine United Way 700 Main St Suite 1 Bangor ME 04401 PC General Support 5000 Literacy Volunteers of Bangor 354 Hogan Road Bangor ME 04401 PC General Support 500 Penobscot Community Health Care PO Box 1358 Bangor ME 04402 PC General Support 1000 22500 0 14 7345 18 3150 0 10495 0 10495 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3250 0 3250 641.191 SH JPMORGAN HEDGED EQUITY CLASS I 14950 22673 1521.905 SH JANUS HENDERSON MULTI-SECTOR INCME I 14525 13378 1384.329 SH PIMCO INCOME FUND INSTITUTUIONAL FUND 14660 15214 107.847 SH ARK ETF TR AUTNMUS TECHNLGY (ARKQ) 10060 12366 156.031 SH ISHARES CORE S&P SMALL-CAP E (IJR) 11919 18752 380.799 SH ISHARES TR U.S. MED DVC ETF(IHI) 20609 23667 13.377 SH SPDR S&P500 ETF TRUST TRUST UNIT 4631 9122 49 SH SPDR S&P MIDCAP 400 ETF 23461 29561 140 SH SELECT SECTOR SPDR TRUST STATE STREET 19013 21672 146.163 SH VANGUARD MEGA CAP GROWTH INDEX 32749 60332 200.542 SH VANGUARD MEGA CAP VALUE INDEX FUND 20843 28309 62 SH VANGUARD INTL EQUITY INDEX FDS FTSE 3308 4561 29 SH VANGUARD INDEX FUNDS S&P 500 ETF 10380 18187 110.403 SH JP MORGAN ETF TRUST ACTIVE BOND ETF 5667 5969 105 SH SELECT SECTOR SPDR TR RL EST SEL SEC 7981 8004 20 SH ALPHABET INC CAP STK CL C (GOOG) 774 6276 60 SH ALPHABET INC CAP STK CL A (GOOGL) 3359 18780 160 SH AMAZON.COM INC (AMZN) 25886 36931 60.833 SH APPLE INC (AAPL) 2967 16538 17 SH BERKSHIRE HATHAWAY INC COM USD0.0033 3363 8545 7.39 SH BLACKROCK INC COM USD0.01 (BLK) 4810 7910 17 SH META PLATFORMS INC CLASS A COMMON 3716 11222 47.724 SH JPMORGAN CHASE & CO (JPM) 4282 15378 123.23 SH LAM RESEARCH CORP COM USD0.001 4536 21095 196.707 SH METLIFE INC COM USD0.01(MET) 12375 15528 180.431 SH MICROSOFT CORP(MSFT) 2029 87260 82.703 SH MONDELEZ INTL INC COM NPV (MDLZ) 4519 4452 14.52 SH NORTHROP GRUMMAN CORP COM USD1 4537 8279 17 SH SALESFORCE INC COM 4360 4503 63 SH SCHWAB CHARLES CORP COM 3296 6294 52.254 SH STARBUCKS CORP COM USD0.001(SBUX) 4656 4400 23.351 SH VISA INC (V) 3597 8189 Legal Fees 135 0 135 Other Professional Fees 1929 1929 0 Excise Tax on Income 87 0 0 Foreign Tax 12 12 0