Common
Units representing limited partner
interests
|
The
Heritage Group
Attention:
John Vercruysse, Controller
5400
W. 86th
Street
Indianapolis,
Indiana 46268-0123
(317)
228-8314
|
Copy
to:
John
W. Boyd, Esq.
Barnes
& Thornburg LLP
11
S. Meridian Street
Indianapolis,
Indiana 46204
(317)
236-1313
|
CUSIP
No. 131476103
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1
|
NAME OF REPORTING
PERSON The Heritage
Group
|
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) x
(b) o
|
|
3
|
SEC
USE ONLY
|
|
4
|
SOURCE OF FUNDS WC
|
|
5
|
CHECK BOX IF DISCLOSURE OF LEGAL
PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) o
|
|
6
|
CITIZENSHIP OR PLACE OF
ORGANIZATION Indiana
|
|
|
7
|
SOLE
VOTING POWER 3,386,833 Common Units (*See
Item 5)
|
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY EACH
|
8
|
SHARED
VOTING POWER 270,907 Common Units
(1)
|
REPORTING
PERSON
WITH
|
9
|
SOLE
DISPOSITIVE
POWER 3,386,833 Common Units (*See
Item 5)
|
10
|
SHARED
DISPOSITIVE POWER 270,907 Common Units
(1)
|
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING
PERSON 3,657,740
Common Units (*See Item 5)
|
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 19.1%
|
|
14
|
TYPE
OF REPORTING PERSON HC, PN
|
CUSIP
No. 131476103
|
1
|
NAME OF REPORTING
PERSON
Maggie
Fehsenfeld Trust No. 106, dated December 30, 1974 (for the benefit of
Fred Mehlert Fehsenfeld Jr. and his issue)
|
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) x
(b) o
|
|
3
|
SEC
USE ONLY
|
|
4
|
SOURCE OF FUNDS OO
|
|
5
|
CHECK BOX IF DISCLOSURE OF LEGAL
PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) o
|
|
6
|
CITIZENSHIP OR PLACE OF
ORGANIZATION Indiana
|
|
|
7
|
SOLE
VOTING POWER 307,677 Common Units (*See Item
5)
|
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY EACH
|
8
|
SHARED
VOTING POWER 0
|
REPORTING
PERSON
WITH
|
9
|
SOLE
DISPOSITIVE
POWER 307,677 Common Units (*See Item
5)
|
10
|
SHARED
DISPOSITIVE POWER 0
|
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING
PERSON 307,677
Common Units (*See Item 5)
|
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.6%
|
|
14
|
TYPE
OF REPORTING PERSON OO
|
CUSIP
No. 131476103
|
1
|
NAME OF REPORTING
PERSON
Irrevocable
Intervivos Trust for the Benefit of Fred Mehlert Fehsenfeld Jr. and
his issue, dated December 27, 1973
|
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) x
(b) o
|
|
3
|
SEC
USE ONLY
|
|
4
|
SOURCE OF FUNDS OO
|
|
5
|
CHECK BOX IF DISCLOSURE OF LEGAL
PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) o
|
|
6
|
CITIZENSHIP OR PLACE OF
ORGANIZATION Indiana
|
|
|
7
|
SOLE
VOTING POWER 307,677 Common Units (*See Item
5)
|
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY EACH
|
8
|
SHARED
VOTING POWER 0
|
REPORTING
PERSON
WITH
|
9
|
SOLE
DISPOSITIVE
POWER 307,677 Common Units (*See Item
5)
|
10
|
SHARED
DISPOSITIVE POWER 0
|
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING
PERSON 307,677
Common Units (*See Item 5)
|
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.6%
|
|
14
|
TYPE
OF REPORTING PERSON OO
|
CUSIP
No. 131476103
|
1
|
NAME OF REPORTING
PERSON Nicholas J.
Rutigliano
|
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) x
(b) o
|
|
3
|
SEC
USE ONLY
|
|
4
|
SOURCE OF FUNDS PF
|
|
5
|
CHECK BOX IF DISCLOSURE OF LEGAL
PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) o
|
|
6
|
CITIZENSHIP OR PLACE OF
ORGANIZATION United States
|
|
|
7
|
SOLE
VOTING POWER 23,978 Common Units
|
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY EACH
|
8
|
SHARED
VOTING POWER 12,500 Common Units
(1)
|
REPORTING
PERSON
WITH
|
9
|
SOLE
DISPOSITIVE
POWER 23,978 Common Units
|
10
|
SHARED
DISPOSITIVE POWER 12,500 Common Units
(1)
|
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING
PERSON 36,478
Common Units
|
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than
1%
|
|
14
|
TYPE
OF REPORTING PERSON IN
|
CUSIP
No. 131476103
|
1
|
NAME OF REPORTING
PERSON F. William
Grube
|
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) x
(b) o
|
|
3
|
SEC
USE ONLY
|
|
4
|
SOURCE OF FUNDS PF
|
|
5
|
CHECK BOX IF DISCLOSURE OF LEGAL
PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) o
|
|
6
|
CITIZENSHIP OR PLACE OF
ORGANIZATION United
States
|
|
|
7
|
SOLE
VOTING POWER 20,000 Common Units
|
NUMBER
OF
SHARES
BENEFICIALLY
OWNED BY EACH
|
8
|
SHARED
VOTING POWER 0
|
REPORTING
PERSON
WITH
|
9
|
SOLE
DISPOSITIVE
POWER 20,000 Common
Units
|
10
|
SHARED
DISPOSITIVE POWER 0
|
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING
PERSON
0
|
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES o
|
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11) Less than
1%
|
|
14
|
TYPE
OF REPORTING PERSON IN
|
|
Trust
|
Number
of Units
|
|
Maggie
Fehsenfeld Trust No. 106, dated December 30, 1974 (for the benefit of Fred
Mehlert Fehsenfeld Jr. and his issue)
|
307,677
Common
648,825
Subordinated
|
||
Irrevocable
Intervivos Trust for the Benefit of Fred Mehlert Fehsenfeld, Jr. and his
issue, dated December 27, 1973
|
307,677
Common
648,825
Subordinated
|
||
Maggie
Fehsenfeld Trust No. 108, dated December 30, 1974 (for the benefit of Jan
Marie Dillow and her issue)
|
5,800
Common
|
||
Irrevocable
Intervivos Trust for the Benefit of Jan Marie Dillow and her issue, dated
December 27, 1973
|
5,800
Common
|
||
Maggie
Fehsenfeld Trust No. 104, dated December 30, 1974 (for the benefit of John
Michael Fehsenfeld and his issue
|
5,800
Common
|
||
Irrevocable
Intervivos Trust for the Benefit of John Michael Fehsenfeld and his issue,
dated December 27, 1973
|
5,800
Common
|
Exhibit
A
|
Agreement
of Joint Filing, dated May 13, 2008, by and among The Heritage Group;
Maggie Fehsenfeld Trust No. 106, dated December 30, 1974 (for the benefit
of Fred Mehlert Fehsenfeld Jr. and his issue); Irrevocable Intervivos
Trust for the Benefit of Fred Mehlert Fehsenfeld, Jr. and his issue, dated
December 27, 1973; Nicholas J. Rutigliano; and F. William Grube
(incorporated by reference to Exhibit A to the Schedule 13D filed by the
Reporting Persons on May 14, 2008)
|
Exhibit
B
|
First
Amended and Restated Agreement of Limited Partnership of Calumet Specialty
Products Partners, L.P. (incorporated by reference to Issuer's Current
Report on Form 8-K filed February 13, 2006)
|
Exhibit
C
|
Description
of Transactions (filed herewith)
|
Exhibit
D
|
The
Heritage Group General Partner Trusts (filed
herewith)
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Dated:
May 20, 2008
|
|||
THE
HERITAGE GROUP
|
|||
By
|
/s/ Nicholas J. Rutigliano | ||
Nicholas
J. Rutigliano, Trustee
|
|||
MAGGIE
FEHSENFELD TRUST NO. 106, DATED DECEMBER 30, 1974 (FOR THE BENEFIT OF FRED
MEHLERT FEHSENFELD JR. AND HIS ISSUE)
|
|||
By
|
/s/ Nicholas J. Rutigliano | ||
Nicholas
J. Rutigliano, Trustee
|
|||
IRREVOCABLE
INTERVIVOS TRUST FOR THE BENEFIT OF FRED MEHLERT FEHSENFELD, JR. AND HIS
ISSUE, DATED DECEMBER 27, 1973
|
|||
By
|
/s/ Nicholas J. Rutigliano | ||
Nicholas
J. Rutigliano, Trustee
|
|||
/s/ Nicholas J. Rutigliano | |||
Nicholas
J. Rutigliano
|
|||
/s/ F. William Grube | |||
F.
William Grube
|