2025-02-25T06:28:15-08:00 2024-12-31 421163315 Bradley & Riley PC 2007 First Avenue SE Cedar Rapids IA 52406 990PF 2024-01-01 421329115 MCLEOD CHARITABLE FOUNDATION INC MCLE 3195333330 4970 LAKESIDE ROAD MARION IA 52302 STEVE KNAPP Foundation Mgr. 2025-02-25 true true Maureen A Gronstal P00618521 3193630101 2024 2025-03-06 01:10:19Z X 2745940 X 31066 44909 44909 44909 632430 767252 632430 708405 677339 44909 1000 750 7658 7658 259 259 397 397 9314 9064 0 100500 100500 109814 9064 100500 598591 668275 44909 110343 99253 99253 11650 402870 1400302 1998936 2241662 2758 2155 2155 1513403 2111994 2745940 0 X 1513403 2111994 1513403 2111994 1513403 2111994 1513403 598591 2111994 2111994 4000 NVIDIA P 2019-01-22 2024-07-10 520921 15533 505388 505388 1000 NVIDIA P 2019-01-22 2024-10-15 130985 3883 127102 127102 1313 GOLDMAN SACHS EQL WGHT P 2021-05-26 2024-01-08 86960 86363 597 597 28 SPDR S & P P 2021-05-26 2024-01-08 13177 11725 1452 1452 78 ISHARES RUSSELL 2000 ETF P 2021-05-26 2024-01-08 15209 17318 -2109 -2109 632430 9289 9289 9289 2155 2155 7134 0 false false false false false false false true true IA true false true false false true N/A STEVE KNAPP 3195333330 4970 LAKESIDE ROAD MARION IA 52302 false false false false false false false false false false false false false false false false false false false false false false CLARK E MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 President 1.00 0 MARY E MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 Director 1.00 0 STEVE KNAPP 4970 LAKESIDE ROAD MARION IA 52302 Treasurer 1.00 0 NONE NONE 2054339 81048 0 2135387 0 2135387 32031 2103356 105168 105168 9289 9289 95879 95879 95879 100500 100500 95879 115 2938 3053 100500 0 95879 4621 7674 0 115 7559 2938 4621 STEVE KNAPP 4970 LAKESIDE ROAD MARION IA 52302 3193736700 ONE PAGE LETTER STATING PURPOSE OF FUNDS REQUESTED. NONE GEOGRAPHICAL AREA - PRIMARY EASTERN IOWA LAST HOPE ANIMAL RESCUE 1823 16TH AVE SW CEDAR RAPIDS IA 52404 None PC GENERAL PURPOSES 500 IOWA NATURAL HERITAGE FOUNDATION 505 5TH AVE 144 DES MOINES IA 50309 NONE PC GENERAL PURPOSES 2000 HEALTHNETWORK FOUNDATION 33 RIVER STREET 3 CHAGRIN FALLS OH 44022 None PC GENERAL PURPOSES 5000 MARION PUBLIC LIBRARY 1064 7TH AVENUE MARION IA 52302 None PC General Purposes 5000 MERCY FOUNDATION 701 10TH ST SE CEDAR RAPIDS IA 52403 None PC General Purposes 10000 BOYS AND GIRLS CLUB OF CEDAR RAPIDS 420 6TH STREET SE 240 CEDAR RAPIDS IA 52401 None PC GENERAL PURPOSES 15000 AMERICAN CANCER SOCIETY 750 Hawkins drive Iowa City IA 52246 NA PC General Purpose 10000 HOMEGROWN NATIONAL PARK 68 HARRISON AVENUE BOSTON MA 02111 None PC GENERAL PURPOSES 2000 KIRKWOOD FOUNDATION 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 None PC GENERAL PURPOSES 5000 MARION PARKS AND REC FOUNDATION 4500 10TH STREET MARION IA 52302 None PC GENERAL PURPOSES 30000 MONARCH WATCH 2021 CONSTANT AVENUE LAWRENCE KS 66047 None PC GENERAL PURPOSES 6000 THE GROUND TRUTH PROJECT 9450 SW GEMINI DRIVE BEAVERTON OR 97008 None PC GENERAL PURPOSES 5000 THEATRE CEDAR RAPIDS 102 THIRD STREET SE CEDAR RAPIDS IA 52401 None PC GENERAL PURPOSES 5000 100500 14 14 44909 632430 44909 632430 677339 false false false false false false false false false false X X 1 CLARK MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 515620 X 2 MARY MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 515620 X 1 4000 SHARES NVIDIA 515620 2024-07-08 2 4000 SHS NVIDIA 515620 2024-07-08 3000 SHS NVIDIA 11650 402870 MM 031007 AT COST 12469 12469 MM 31008 AT COST MM 31009 AT COST MM 31010 AT COST MM 2170 AT COST 526 526 MSILF PRIME PTF INST AT COST 589595 589595 ISHARES JAPAN AT COST 36556 35831 ISHARES CORE MSCI EMERGING AT COST 34041 29452 GOLDMAN SACHS EQL AT COST 266015 301004 ISHARES CORE S&P 500 AT COST 278366 366159 SPDR S&P 500 AT COST 339732 460073 ISHARES CORE S&P SMALL CAP AT COST 72831 75123 ISHARES RUSSELL 2000 AT COST 18693 18340 ISHARES S&P MIDCAP AT COST 51992 59506 HARTFORD MULTIFACTOR AT COST ISHARES CORE INTL AT COST 109976 103245 ISHARES MSCI EAFE AT COST 137437 135720 ISHARES MSCI UNITED KINGDOM AT COST EMERGING MARKEST INTERNET AT COST ISHARES MSCI INDIA AT COST 14888 17634 ISHARES MSCI EMRG MKTETF (EMXC) AT COST 35819 36985 1000 750 0 0 2155 TAX ESTIMATE PAYMENT 2414 2155 DIVIDEND RECEIVABLE INCLUDED PRIOR RETUR 397 397 Investment Fees 7658 7658 0 0 CLARK MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 MARY MCLEOD 4970 LAKESIDE ROAD MARION IA 52302 Excise Tax 259 259