2024-11-18T12:18:41-08:00 2023-12-31 934565774 MacAdam and Associates PLLC 5 Dowd Circle Suite B Pinehurst NC 28374 990PF 2023-01-01 136161583 The Dunvegan Foundation of the Clan McLeod USA Inc DUNV 9106955550 335 Fieldcrest Road Southern Pines NC 28387 Donald McLeod Treasurer 2024-11-13 true true William MacAdam CPA P02242084 9107832125 2023 2024-10-15 13:58:12Z X 1038355 X 24676 X 55 55 55 22369 22369 22369 -21502 86521 25598 22424 22424 4325 7032 7032 7032 508 2513 2067 16445 7032 7032 0 40905 40905 57350 7032 7032 40905 -31752 15392 15392 33336 88278 88278 309912 325441 917912 139672 37033 32165 482920 450752 1038355 0 X 188115 155947 294805 294805 482920 450752 482920 450752 482920 -31752 75 451243 491 450752 CBRE Clarion Real Estate P 2023-01-01 2023-04-12 2254 2698 -444 -444 Matthews Asia P 2023-01-01 2023-04-12 149 152 -3 -3 Organon & Co P 2023-01-01 2023-04-12 31 36 -5 -5 Pioneer Ultrashort P 2023-01-01 2023-04-12 758 757 1 1 Viatris P 2023-01-01 2023-04-12 31 32 -1 -1 Brighthouse P 2020-01-01 2023-04-12 1319 1623 -304 -304 CBRE Clarion Real Estate P 2020-01-01 2023-04-12 19653 26660 -7007 -7007 Matthews Asia P 2020-01-01 2023-04-12 16736 22243 -5507 -5507 Organon & Co P 2022-01-01 2023-04-12 751 445 306 306 Pioneer Ultrashort P 2022-01-01 2023-04-12 20805 21610 -805 -805 Viatris P 2022-01-01 2023-04-12 650 768 -118 -118 WK Kellogg P 2004-09-22 2023-10-05 7 7 Capital Gain Distribution 295 295 295 Janus Global Equity P 2022-01-01 2023-12-31 23082 30992 -7910 -7910 -21502 -157 214 214 214 214 0 false false false false false false false true true NY true false false false false true N/A Donald C McLeod 9106955550 355 Fieldcrest Road Southern Pines NC 28387 false false false false false false false false false false false false false false false false false false false false false false John B MacLeod 1718 Priscilla Drive Silver Springs MD 20904 Chairman 1.00 0 John N MacLeod 1276 Whittingham Circle Naperville IL 60540 Vice President 0.50 0 Donald C McLeod 355 Fieldcrest Road Southern Pines NC 28387 Treasurer 2.50 0 John MacLeod Tutterow 1541 Grassy Branch Road Fayetteville NC 28304 Secretary 0.10 0 Charlene Boyes 108 E Parkway Drive Columbia MO 65203 Trustee 2.00 0 James B MacLeod 508 Transylvania Avenue Raleigh NC 28374 Trustee 0.10 0 Robert J McLeod Jr 4909 Renaissance Circle Wilmington NC 28409 Trustee 0.10 0 Ian C Good 225 Hutchings Farm Boulevard South OFallon MO 63368 Trustee 0.10 0 Larry R Sears 14743 Hillside Ridge San Antonio TX 78233 Trustee 0.10 0 Sarah Piepgrass 1824 Washington Street Canton MA 02021 Trustee 0.10 0 Judy MacLeod 1276 Whittingham Circle Naperville IL 60540 Trustee 0.20 0 Robert L Lewis Jr 26939 Ridge Road Damascus MD 20872 Trustee 0.10 0 Richard A MacLeod 32758 Cable Parkway Dowagiac MI 49047 Trustee 0.10 0 Franklin Wyatt PO Box 368 Sanford NC 27331 Trustee 0.10 0 Werden Nichols 3650 Morningstar Drive Unit 210 Las Cruces NM 88011 Trustee 0.10 0 Dale Lewis 8532 E Sells Drive Scottsdale AZ 85251 Trustee 0.10 0 NONE NONE 936651 18786 0 955437 0 955437 14332 941105 47055 47055 214 214 46841 46841 46841 40905 40905 46841 13801 35178 3075 2109 54163 40905 0 40905 5936 5936 48227 0 7865 40362 35178 3075 2109 Dunvegan Foundation Grant Committee PO Box 687 Southern Pines NC 28388 9106955550 The application is paper based and should include the list of directors, a copy of the 990 and a description of the project for which the grant will support. None Organizations dedicated to furthering Scottish heritage Clan MacLeod Society USA 32758 Cable Parkway Dowagiac MI 49047 PC General Support 2750 Old Dominion University 4427 Hampton Blvd Norfolk VA 23529 PC Foundation archives and Dame Flora Collection 2000 Iona Community 2495 Fox Gap Road Bangor PA 18103 PC Dame Flora Scholarship 1500 Lyon College PO Box 2317 Batesville AR 72503 PC Piping scholarships 2000 St Andrews University 1700 Dogwood Mile Laurinburg NC 28352 PC Piping scholarships 2000 Scottish-American Cultural Society PO Box 16898 Rocky River OH 44116 PC Scholarships for Scottish music 2000 Clan MacLeod Heritage Trust 74 St Stephens Road Hounslow Middlesex UK TW33 2 PC Website maintenance 1655 College of Wooster 1101 N Bever Wooster OH 44691 PC Pipe band support 4000 Colum Cille Pipes Drums 8 Sheffield Place Mashpee MA 02649 PC N. Douglas MacLeod Scholarship 1000 US Piping Foundation 20 Wakefield Drive Newark DE 19711 PC General support 5000 Federation of US Teachers and Adju 18 Flintlock Lane West Hills CA 91307 PC Scottish dance support 2500 Slighe nan Gaidheal PO Box 31834 Seattle WA 98103 PC General support 4000 Scottish Partnership for Arts Educ PO Box 6761 Chesterfield MO 63006 PC General support 2000 Ellen Payne Odom Genealogy Library PO Box 2828 Moultrie GA 31766 PC General support 1000 Duirinish Parish Church Dunvegan Isle of Skye UK IV55 8GU PC Music fund 500 Scottish Society of Wilmington 108 Davis Street Southport NC 28461 PC Scottish Immigrants Monument 5000 Highland Echoes 702 Cherrywood Lane Swansboro NC 28584 PC Education module for Celtic classroom 2000 40905 55 22369 -21502 922 922 false false false false false false false false false false Tax returns 4325 0 0 0 Apple 10798 83006 Blackrock 13733 49662 Brighthouse Financial Caterpillar 14459 64406 Cigna 7813 12300 Cisco 23563 39693 Corteva 2394 5854 CSX 9759 65766 Dow 5596 7890 DuPont de Nemours 6711 9672 Elevance Health 9785 49592 Exxon Mobil 5118 11026 HSBC Holdings 22166 21214 Intel 16720 32641 Johnson & Johnson 14254 35950 Johnson Controls 16898 21008 JP Morgan Chase 22749 57079 Kellogg 880 1025 Kellanova 14021 17769 Merck 10676 36648 Metlife 17312 26656 Microsoft 17012 175756 Nestle 16098 25046 Organon & Co Pfizer 16302 16827 Phillip Morris 19004 19610 Proctor & Gamble 11620 31816 Viatris CBRE Clarion Global Real Estate AT COST Ishares TIPS Bon ETF AT COST 17805 18661 Janus Global Equity Income AT COST Matthews Asia Dividend AT COST Pioneer Multi-asset Ultrashort AT COST Western Asset Emerging Mkt Debt Fund AT COST 19228 13504 Excise Tax 491 Bank fees 84 Insurance 1102 Office expenses 881 Investment account adjustment 75 Management fees 7032 7032 7032 0 Foreign taxes 258 State taxes 250