2025-06-04T11:14:24-04:00 2024-08-31 990PF 2023-09-01 383257148 HELEN METZGER MCLEAN FOUNDATION IN HELE 3138841780 233 LEWISTON ROAD GROSSE POINTE FARMS MI 48236 JOHN A MACLEOD PRES/TRUSTEE 3138841780 2025-06-04 false 2023 2025-03-06 01:10:19Z X 4564758 X X 101644 101644 354324 416337 354324 455968 455968 12000 6000 6000 918 459 459 3150 1575 1575 8775 4388 4387 5788 10 10 31731 28558 3173 62362 40990 15604 227728 227728 290090 40990 243332 165878 414978 243857 418052 418052 3749 1767836 1765287 4146706 2015442 2183339 4564758 2019 2019 X 3966392 3966392 -1950950 -1785072 2015442 2181320 2015442 2183339 2015442 165878 2181320 2181320 PUBLICLY TRADED SECURITIES P 416337 62013 354324 354324 354324 5768 5768 5768 3749 8000 11749 5981 5981 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 LESLEY M MACLEOD 149 SHORE ROAD OLD GREENWICH CT 06870 V/P/TRUSTEE 1.00 4000 0 0 NONE NONE N/A 4288400 0 0 4288400 4288400 64326 4224074 211204 211204 5768 5768 205436 205436 205436 243332 243332 205436 76293 55503 12990 64921 35075 244782 243332 205436 37896 282678 0 76293 206385 55503 12990 64921 35075 37896 X ALPHA CHI OMEGA 5635 CASTLE CREEK PKWY N DR INDIANAPOLIS IN 46250 PC GENERAL OPERATING EXP 227728 227728 14 101644 18 354324 455968 455968 false false false false false false false false false false ACCOUNTING FEES 8775 4388 4387 ABBVIE, INC. 200 SHS 22933 39262 AIR PRODUCTS & CHEM 30 SHS 8294 8366 ALPHABET CL A 140 SHS 15081 22873 AMAZON 100 SHS 9327 17850 AMGEN, INC. 125 SHS 28456 41729 ANALOG DEVICES, INC. 2,000 SHS 56047 469680 APPLE, INC. 100 SHS 13846 22900 BOEING CO 50 SHS 9268 8687 BOOKING HOLDINGS, INC. 2 SHS 6230 7818 CONSUMER STAPLES SEL SPDR 900 SHS 67114 74259 D R HORTON, INC. 50 SHS 4478 9438 DANAHER CORPORATION 40 SHS 9578 10772 DEERE & CO 25 SHS 9030 9644 DIAGEO ADR 50 SHS 6348 6538 DISNEY WALT CO. 200 SHS 33386 18076 DOW INC. (SPINOFF) 333 SHS 7255 17842 EMERSON ELECTRIC 50 SHS 4816 5270 EXXON CORP 2,650 SHS 88908 312541 HALLIBURTON COMPANY 4,950 SHS 123198 153896 HEALTH CARE SEL SECT 950 SHS 128556 149340 HOME DEPOT, INC. 35 SHS 10578 12898 HONEYWELL INTERNL, INC. 100 SHS 19752 20791 INDUSTRIAL SEL SECT SPDR 750 SHS 72611 98595 INTEL CORP 3,000 SHS 54094 66120 INTUITIVE SURGICAL 35 SHS 11698 17242 ISHARES S&P 500 775 SHS 350459 439231 JP MORGAN CHASE & CO. 7,200 SHS 188429 1618560 LAUDER ESTEE COMPANIES 60 SHS 7683 5500 MERCK & CO., INC. 300 SHS 23053 35535 META PLATFORMS, INC. 50 SHS 8890 26066 MICROSOFT CORP 75 SHS 21196 31285 NIKE INC. CL B 100 SHS 7304 8332 PALO ALTO NETWORKS 40 SHS 10751 14509 PFIZER, INC. 250 SHS 8283 7252 PROCTOR & GAMBLE CO 150 SHS 22462 25731 PROLOGIS INC. 50 SHS 5719 6391 RTX CORPORATION 50 SHS 4300 6167 SERVICENOW, INC. 15 SHS 9448 12825 STARBUCKS CORP 100 SHS 7377 9457 T J X COMPANIES 100 SHS 7895 11727 TARGET CORP 175 SHS 26881 26883 THERMO FISHER SCIENTIFIC 30 SHS 15737 18452 THREE 3M CO 50 SHS 5444 6734 UNION PACIFIC CORP 75 SHS 16487 19207 UNITED PARCEL SERVICE 75 SHS 12202 9641 UNITEDHEALTH GROUP 25 SHS 13530 14755 VANGUARD COMM SRVC ETF 600 SHS 85855 83496 VANGUARD CONS DISC ETF 270 SHS 85020 86543 LEGAL FEES 3150 1575 1575 EXPENSES MNGT AND INVESTMENT FEES 31731 28558 3173 MI ANNUAL RPT 20 10 10 EXCISE TAX ON INVESTMENT INCOME 5768