2024-11-08T12:24:48-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 537 E PETE ROSE WAY CINCINNATI OH 45202 990PF 2023-01-01 872293726 MITCH AND JULIE MCLEOD FAMILY FOUNDATION MITC 6143275964 2139 TORINO WAY NAPLES FL 34105 MITCHELL MCLEOD PRESIDENT 6143275964 2024-11-06 1 1 MELANIE J PREVOST CPA P00544921 5135958800 2024-11-06 2023 2024-10-15 13:58:12Z X X 3524166 X X 84553 84553 123916 1385061 123916 208469 208469 0 0 0 12648 12648 0 6218 1218 0 18866 13866 0 1325000 1325000 1343866 13866 1325000 -1135397 194603 157256 38769 38769 2368373 1593068 2136114 1323237 1242270 1091512 431202 270564 257771 4280068 3144671 3524166 0 0 X 0 0 0 0 4280068 3144671 4280068 3144671 4280068 3144671 4280068 -1135397 0 3144671 0 3144671 PUBLICLY TRADED SECURITIES 1356395 1261145 95250 95250 CAPITAL GAINS DIVIDENDS P 28666 28666 28666 123916 2705 0 2705 0 2705 3905 0 2000 0 5905 0 3200 3200 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A MITCH MCLEOD 6143275964 2139 TORINO WAY NAPLES FL 34105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MITCHELL MCLEOD 2139 TORINO WAY NAPLES FL 34105 PRESIDENT 1.00 0 0 0 JULIE MCLEOD 2139 TORINO WAY NAPLES FL 34105 PRESIDENT 1.00 0 0 0 BETHANY NININGER 2139 TORINO WAY NAPLES FL 34105 VICE PRESIDENT 1.00 0 0 0 ALLISON WEST 2139 TORINO WAY NAPLES FL 34105 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3926760 81487 0 4008247 0 0 4008247 60124 3948123 197406 197406 2705 2705 194701 0 194701 0 194701 1325000 0 1325000 194701 53695 0 0 1325000 53695 0 0 194701 1076604 0 0 1076604 0 0 0 0 0 0 0 1076604 1076604 MITCHELL MCLEOD X BOWLING GREEN STATE UNIVERISTY FOUNDATION INC 136 N MERCER ROAD BOWLING GREEN OH 43403 PC CAPITAL PROJECTS FUND 1160000 LACES OF LOVE CHARITABLE FOUNDATION INC 1900 GULF SHORE BLVD NORTH UNIT 402 NAPLES FL 34102 PC GENERAL SUPPORT 10000 BOWLING GREEN STATE UNIVERISTY FOUNDATION INC 136 N MERCER ROAD BOWLING GREEN OH 43403 PC MITCH MCLEOD SCHOLARSHIP 100000 HABITAT FOR HUMANITY OF DELAWARE & UNION COUNTIES 305 CURTIS ST DELAWARE OH 43015 PC GENERAL SUPPORT 5000 COMMUNITY FOUNDATION OF COLLIER COUNTY 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 PC GENERAL SUPPORT 50000 1325000 0 14 84553 18 123916 0 208469 0 208469 0 0 0 0 0 0 0 0 0 0 FEDERATED HERMES TOTAL R 1084946 948357 PIMCO INCOME INSTL 157324 143155 DELAWARE SMALL CAP VALUE 178796 167347 MORGAN STANLEY INST INTL 362481 290784 OAKMARK INTERNATIONAL IN 124808 127001 STERLING CAPITAL EQUITY 154666 147846 T. ROWE PRICE INSTL MID- 159963 146892 VANGUARD 500 INDEX ADMIR 612354 1256244 VANGUARD EXTENDED MARKET AT COST 150948 141566 VANGUARD FTSE DEVELOPED AT COST 119616 116205 INVESTMENT MANAGEMENT FEES 12648 12648 0 EXCISE TAX 5000 0 0 FOREIGN TAX PAID 1218 1218 0