2024-02-06T14:36:50-05:00 2023-08-31 990PF 2022-09-01 383257148 HELEN METZGER MCLEAN FOUNDATION IN HELE 3138841780 233 LEWISTON ROAD GROSSE POINTE FARMS MI 48236 JOHN A MACLEOD PRES/TRUSTEE 3138841780 2024-02-06 JOHN MACLEOD XXX-XX-XXXX false 2022 2023-04-26 12:10:37Z X 3795468 X X 97367 97367 171612 214197 171612 268979 268979 12000 6000 6000 918 459 459 3150 1575 1575 9425 4713 4712 3247 10 10 26738 24064 2674 55478 36821 15430 200878 200878 256356 36821 216308 12623 232158 381809 243857 243857 6976 3749 1614054 1767836 3551611 2002839 2015442 3795468 20 20 0 X 3966392 3966392 -1963573 -1950950 2002819 2015442 2002839 2015442 2002819 12623 2015442 2015442 PUBLICLY TRADED SECURITIES P 214197 42585 171612 171612 171612 171612 3227 3227 3227 6976 6976 3749 3749 false false false false false false false true true MI true false false false false true N/A JOHN A MACLEOD 3138841780 233 LEWISTON ROAD GROSSE POINTE FARMS MI 48236 false false false false false false false false false false false false false false false false false false false false JOHN A MACLEOD 525 COUNTRY LANE LOUISVILLE KY 40207 PRES/TRUSTEE 1.00 4000 0 0 ANDREW W MACLEOD 1002 YORKSHIRE RD GROSSE PTE MI 48230 SEC/TRUSTEE 1.00 4000 0 0 LOIS M MACLEOD 233 LEWISTON RD GROSSE PTE FARMS MI 48236 V/P/TRUSTEE 1.00 4000 0 0 NONE NONE N/A 3745374 0 0 3745374 3745374 56181 3689193 184460 184460 3227 3227 181233 181233 181233 216308 216308 181233 37483 76293 55503 12990 64921 247190 216308 181233 35075 282265 0 37483 244782 76293 55503 12990 64921 35075 X ALPHA CHI OMEGA 5635 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 46250 PC GENERAL OPERATING EXP 200878 200878 14 97367 18 171612 268979 268979 false false false false false false false false false false ACCOUNTING FEES 9425 4713 4712 ABBVIE, INC. 200 SHS 22933 29392 AIR PRODUCTS & CHEM 30 SHS 8294 8865 ALPHABET CL A 140 SHS 15081 19064 AMAZON 100 SHS 9327 13801 AMGEN, INC. 125 SHS 28456 32042 ANALOG DEVICES, INC. 2,500 SHS 67180 454450 APPLE, INC. 100 SHS 13846 18787 BOOKING HOLDINGS, INC. 2 SHS 6230 6210 CONSUMER STAPLES SEL SPDR 900 SHS 67114 65484 D R HORTON, INC. 50 SHS 4478 5951 DANAHER CORPORATION 40 SHS 10849 10600 DEERE & CO 25 SHS 9030 10274 DISNEY WALT CO. 200 SHS 33386 16736 DOW INC. (SPINOFF) 333 SHS 7255 18168 EMERSON ELECTRIC 50 SHS 4816 4913 EXXON CORP 2,650 SHS 88908 294654 HALLIBURTON COMPANY 4,950 SHS 123198 191169 HEALTH CARE SEL SECT 950 SHS 128556 126549 HOME DEPOT, INC. 35 SHS 10578 11561 HONEYWELL INTERNL, INC. 100 SHS 19752 18794 INDUSTRIAL SEL SECT SPDR 750 SHS 72611 81172 INTEL CORP 3,000 SHS 54094 105420 INTUITIVE SURGICAL 25 SHS 7272 7817 ISHARES S&P 500 775 SHS 350459 350835 JP MORGAN CHASE & CO. 8,850 SHS 237039 1295021 LAUDER ESTEE COMPANIES 30 SHS 4544 4816 MERCK & CO., INC. 300 SHS 23053 32694 META PLATFORMS, INC. 50 SHS 8890 14795 MICROSOFT CORP 75 SHS 21196 24582 PALO ALTO NETWORKS 20 SHS 4711 4866 PFIZER, INC. 150 SHS 5515 5307 PROCTOR & GAMBLE CO 150 SHS 22462 23151 RTX CORPORATION 50 SHS 4300 4302 SERVICENOW, INC. 10 SHS 5749 5888 T J X COMPANIES 100 SHS 7895 9248 TARGET CORP 175 SHS 26881 22146 THERMO FISHER SCIENTIFIC 30 SHS 15737 16713 THREE 3M CO 50 SHS 6444 5333 UNION PACIFIC CORP 75 SHS 16487 16543 UNITED PARCEL SERVICE 50 SHS 8825 8470 UNITEDHEALTH GROUP 25 SHS 13530 11914 VANGUARD COMM SRVC ETF 600 SHS 85855 65646 VANGUARD CONS DISC ETF 270 SHS 85020 77468 LEGAL FEES 3150 1575 1575 EXPENSES MNGT AND INVESTMENT FEES 26738 24064 2674 MI ANNUAL RPT 20 10 10 EXCISE TAX ON INVESTMENT INCOME 3227