Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
THE DUNVEGAN FOUNDATION OF THE CLAN
MACLEOD SOCIETY USA INC

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 17303   Room/suite
City or town, state, and ZIP code
RALEIGH, NC27619
A Employer identification number

13-6161583
B Telephone number (see instructions)

(919) 787-7012
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$537,510J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 17,555
2 Check bullet
3 Interest on savings and temporary cash investments 9,046 9,046 9,046
4 Dividends and interest from securities...... 9,325 9,325 9,325
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,720
b Gross sales price for all assets on line 6a 132,592
7 Capital gain net income (from Part IV, line 2)... 5,720
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 41,646 24,091 18,371
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,700 869    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 306 206    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,586      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,592 1,075   0
25 Contributions, gifts, grants paid........ 29,495 29,495
26 Total expenses and disbursements. Add lines 24 and 25 34,087 1,075   29,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,559
b Net investment income (if negative, enter -0-) 23,016
c Adjusted net income (if negative, enter -0-)... 18,371
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 55,484 101,412 101,412
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 262,217 Click to see attachment284,678 323,503
c Investments—corporate bonds (attach schedule)........ 165,597 Click to see attachment104,767 112,595
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 483,298 490,857 537,510
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................   561
25 Temporarily restricted................ 24,575 27,250
26 Permanently restricted................ 458,723 463,046
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 483,298 490,857
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 483,298 490,857
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 483,298
2 Enter amount from Part I, line 27a..................... 2 7,559
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 490,857
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 490,857
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 200 SH BANK OF AMERICA P 2003-10-30 2012-07-11
b 100 SH BANK OF AMERICA P 2004-01-24 2012-07-11
c .333 SH DUKE ENERGY CORP P 2009-06-18 2012-07-11
d 42.59 SH DUKE ENERGY CORP P 2002-08-20 2012-07-11
e 21.295 SH DUKE ENERGY CORP P 2002-09-20 2012-07-11
21.295 SH DUKE ENERGY CORP P 2002-10-15 2012-07-11
33.273 SH DUKE ENERGY CORP P 2007-02-05 2012-07-11
66.547 SH DUKE ENERGY CORP P 2009-06-18 2012-07-11
350 SH HOME DEPOT P 2010-07-30 2012-07-11
200 SH MEDCO HEALTH SOLUTIONS INC P 2010-07-30 2012-04-30
200 SH COMCAST CORP P 2008-03-17 2012-04-20
625 SH CORTS TR VI IBM P 2008-03-17 2012-06-11
225 SH CORTS FOR WEYERHAUSER P 2008-03-17 2012-10-09
30,000 GENERAL ELECTRIC CAP CORP P 2009-03-02 2012-02-15
30,000 MERRIL LYNCH CO P 2008-03-11 2012-08-15
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,478   7,390 -5,912
b 739   3,979 -3,240
c 22   15 7
d 2,765   2,465 300
e 1,382   1,084 298
1,382   889 493
2,160   2,119 41
4,320   2,981 1,339
17,765   10,108 7,657
14,329   9,793 4,536
5,000   4,750 250
15,625   15,625  
5,625   4,844 781
30,000   30,209 -209
30,000   30,621 -621
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -5,912
b       -3,240
c       7
d       300
e       298
      493
      41
      1,339
      7,657
      4,536
      250
       
      781
      -209
      -621
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,720
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 24,028 514,430 0.046708
2010 24,128 500,370 0.048220
2009 17,050 466,423 0.036555
2008 16,100 473,655 0.033991
2007 22,890 498,714 0.045898
2 Total of line 1, column (d) ...................... 2 0.211372
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.042274
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 522,483
5 Multiply line 4 by line 3....................... 5 22,087
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 230
7 Add lines 5 and 6......................... 7 22,317
8 Enter qualifying distributions from Part XII, line 4.............. 8 29,495
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 230
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 230
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 230
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 230
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES B MACLEOD Telephone no.bullet (919) 787-7012
    Located atbulletP O BOX 17303P O BOX 17303RALEIGHNC ZIP+4bullet27619
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN MACLEOD TUTTEROWClick to see attachment PAST CHAIRMN
    1.50     		0 0 0
    2545 KENDALWOOD LANE
    2545 KENDALWOOD LANE
    CHARLOTTESVILLE,VA22911
    LARRY R SEARSClick to see attachment CHAIRMAN
    1.50     		0 0 0
    14743 HILLSIDE RIDGE
    14743 HILLSIDE RIDGE
    SAN ANTONIO,TX78233
    JAMES BLOUNT MACLEODClick to see attachment TREASURER
    4.10     		0 0 0
    508 TRANSYLVANIA AVENUE
    508 TRANSYLVANIA AVENUE
    RALEIGH,NC27609
    SARAH PIEPGRASSClick to see attachment TRUSTEE
    0.25     		0 0 0
    1824 WASHINGTON STREET
    1824 WASHINGTON STREET
    CANTON,MA02021
    WILLIAM F MACLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    3910 CAMINITO DEL MAR SURF
    3910 CAMINITO DEL MAR SURF
    SAN DIEGO,CA921302522
    JUDY A MACLEODClick to see attachment TRUSTEE
    0.50     		0 0 0
    1276 WHITINGHAM CIRCLE
    1276 WHITINGHAM CIRCOLE
    NAPERVILLE,IL60540
    BONNIE MACLEOD THOMPSONClick to see attachment TRUSTEE
    1.00     		0 0 0
    69 BROADVIEW AVENUE
    69 BROADVIEW AVENUE
    CUMBERLAND,RI02864
    RICHARD A MACLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI490479293
    JUDY MCCLURE WISEHARTClick to see attachment SECRETARY
    0.50     		0 0 0
    969 EAST 7TH AVENUE
    969 EAST 7TH AVENUE
    BROOMFIELD,CO80020
    KATHERINE MCLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    P O BOX 268
    P O BOX 268
    BOLING,TX77420
    CHARLENE J BOYESClick to see attachment TRUSTEE
    1.00     		0 0 0
    108 E PARKWAY DRIVE
    108 E PARKWAY DRIVE
    COLUMBIA,MO65203
    DON MACK MCLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    P O BOX 268
    P O BOX 268
    BOLING,TX77420
    WEEDEN NICHOLSClick to see attachment TRUSTEE
    2.90     		0 0 0
    3650 MORNINGSTAR DRIVE 2105
    3650 MORNINGSTAR DRIVE 2105
    LAS CRUCES,NM88011
    WILLIAM C MACLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    1088 ONWENTSIA COURT
    1088 ONWENTSIA COURT
    NAPERVILLE,IL60563
    IAN C GOODClick to see attachment TRUSTEE
    0.75     		0 0 0
    9832 MADISON AVENUE
    9832 MADISON AVENUE
    ROCK HILL,MO63119
    JOHN N MACLEODClick to see attachment EX OFFICIO
    0.50     		0 0 0
    1276 WHITINGHAM CIRCLE
    1276 WHITINGHAM CIRCLE
    NAPERVILLE,IL60540
    JOHN B MACLEODClick to see attachment TRUSTEE
    1.00     		0 0 0
    1718 PRISCILLA DRIVE
    1718 PRISCILLA DRIVE
    SILVER SPRING,MD20904
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    451,992
    b
    Average of monthly cash balances.......................
    1b
    78,448
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    530,440
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    530,440
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,957
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    522,483
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,124
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    26,124
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    230
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    230
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,894
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    25,894
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    25,894
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    29,495
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    29,495
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    230
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    29,265
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 25,894
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 1,350
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 29,495
    a Applied to 2011, but not more than line 2a 1,350
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 25,894
    e Remaining amount distributed out of corpus 2,251
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,251
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		2,251
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012.... 2,251
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    JAMES B MACLEOD
    P O BOX 17303
    RALEIGH,NC27619
    (919) 787-7012
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION AVAILABLE UPON REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CLAN MACLEOD SOCIETY USA
    CLAN MACLEOD SOCIETY USA
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI49047     		NONE 501(C)(3) ANNUAL GENERAL MEETING LECTURE 750
    CLAN MACLEOD SOCIETY USA
    CLAN MACLEOD SOCIETY USA
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI49047     		NONE 501(C)(3) MIGRATION PROJECT 250
    CLAN MACLEOD SOCIETY USA
    CLAN MACLEOD SOCIETY USA
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI49047     		NONE 501(C)(3) AGM GENERAL SUPPORT 5,000
    OLD DOMINION UNIVERSITY
    OLD DOMINION UNIVERSITY
    PERRY LIBRARY
    PERRY LIBRARY
    NORFOLK,VA235290256     		NONE 501(C)(3) FOUNDATION ARCHIVES 1,000
    OLD DOMINION UNIVERSITY
    OLD DOMINION UNIVERSITY
    PERRY LIBRARY
    PERRY LIBRARY
    NORFOLK,VA235290256     		NONE 501(C)(3) MACLEOD BOOK COLLECTION 1,000
    IONA COMMUNITY
    IONA COMMUNITY
    140 SAUCHIEHALL ST
    140 SAUCHIEHALL ST
    GLASGOW,UNITED KINGDOM  
    UK     		NONE 501(C)(3) MACLEOD SCHOLARSHIP 1,500
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) SCHOLARSHIP-PIPING 1,000
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) SCHOLARSHIP-DANCE 1,000
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EIPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) SCHOLARSHIP-DRUMMING 1,000
    ST ANDREWS PRESBYTERIAN C
    ST ANDREWS PRESBYTERIAN COLLEGE
    1700 DOGWOOD MILE ST
    1700 DOGWOOD MILE ST
    LAURINBURG,NC28352     		NONE 501(C)(3) SCHOLARSHIP-PIPING 1,000
    ST ANDREWS PRESBYTERIAN C
    ST ANDREWS PRESBYTERIAN COLLEGE
    1700 DOGWOOD MILE ST
    1700 DOGWOOD MILE ST
    LAURINBURG,NC28352     		NONE 501(C)(3) SCHOLARSHIP-PIPING 1,000
    LYON COLLEGE
    LYON COLLEGE
    P O BOX 2317
    P O BOX 2317
    BATESVILLE,AR725032317     		NONE 501(C)(3) SCHOLARSHIP-PIPING 1,000
    LYON COLLEGE
    LYON COLLEGE
    P O BOX 2317
    P O BOX 2317
    BATESVILLE,AR725032317     		NONE 501(C)(3) SCHOLARSHIP-PIPING 1,000
    SCOTTISH-AMERICAN CULTURAL
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) MAUD GATES PIPING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURAL
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) MAUD GATES FIDDLING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURAL
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) GUY MCLEOD DRUMMING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURAL
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) GUY MCLEOD HARPING SCHOLARSHIP 500
    DUIRINISH PARISH CHURCH
    DUIRINISH PARISH CHURCH
    DUNVE
    DUNVE
    DUNVEGAN, ISLE OF SKYE,UNITED KINGDOM  
    UK     		NONE 501(C)(3) CLAN ALASDAIR RUADH MUSIC FUND 500
    THE US PIPING FOUNDATION
    THE US PIPING FOUNDATION
    20 WAKEFIELD DRIVE
    20 WAKEFIELD DRIVE
    NEWARK,DE197117012     		NONE 501 (C)(3) GENERAL SUPPORT 1,500
    THE COLLEGE OF WOOSTER
    THE COLLEGE OF WOOSTER
    1101 NORTH BEVER STREET
    1101 NORTH BEVER STREET
    WOOSTER,OH44691     		NONE 501(C)(3) PIPE BAND GENERAL SUPPORT 1,000
    SLIGHE NAN GAIDHEAL
    SLIGHE NAN GAIDHEAL
    P O BOX 31834
    P O BOX 31834
    SEATTLE,WA98103     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    FEDERATION OF US TEACHERS
    FEDERATION OF US TEACHERS & ADJUDICATORS
    18 FLINTLOCK LANE
    18 FLINTLOCK LANE
    BELL CNYN,CA91307     		NONE 501(C)(3) SCOTTISH DANCE CHAMPIONSHIP 1,000
    SILVER THISTLE PIPES & DR
    SILVER THISTLE PIPES & DRUMS
    8306 POLAR DRIVE
    8306 POLAR DRIVE
    AUSTIN,TX78757     		NONE 501(C)(3) GENERAL SUPPORT 500
    MCPHERSON SCOTTISH SOCIETY
    MCPHERSON SCOTTISH SOCIETY
    P O BOX 616
    P O BOX 616
    MCPERSON,KS67460     		NONE 501(C)(3) GENERAL SUPPORT 500
    FIREFIGHTER MCPADDEN PIPES AND DRUM
    FIREFIGHTER MCPADDEN PIPES AND DRUMS
    102 MURRAY AVENUE
    102 MURRAY AVENUE
    GOSHEN,NY10924     		NONE 501(C)(3) DRUMMING INSTRUCTION 500
    DENVER & DISTRICT PIPE BAND
    DENVER & DISTRICT PIPE BAND
    474 WEST EASTER AVE
    474 WEST EASTER AVE
    LITTLETON,CO80120     		NONE 501(C)(3) KILTS FOR HIGHLAND DANCERS 500
    CLAN MACLEOD HERITAGE TRUST
    CLAN MACLEOD HERITAGE TRUST
    3 WILLOW GROVE
    3 WILLOW GROVE
    WELWYN GARDEN CITY,HERTFORDSHIRE  
    UK     		NONE 501(C)(3) WEB SITE MAINTENANCE AND DEVELOPEMEN 3,995
    Total .................................bullet 3a 29,495
    bApproved for future payment
    CLAN MACLEOD SOCIETY USA
    CLAN MACLEOD SOCIETY USA
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI49047     		NONE 501(C)(3) ANNUAL GENERAL MEETING LECTURE 750
    CLAN MACLEOD SOCIETY USA
    CLAN MACLEOD SOCIETY USA
    32758 CABLE PARKWAY
    32758 CABLE PARKWAY
    DOWAGIAC,MI49047     		NONE 501(C)(3) MIGRATION PROJECT 500
    OLD DOMINION UNIVERSITY
    OLD DOMINION UNIVERSITY
    PERRY LIBRARY
    PERRY LIBRARY
    NORFOLK,VA235290256     		NONE 501(C)(3) FOUNDATION ARCHIVES 1,000
    OLD DOMINION UNIVERSITY
    OLD DOMINION UNIVERSITY
    PERRY LIBRARY
    PERRY LIBRARY
    NORFOLK,VA235290256     		NONE 501(C)(3) MACLEOD BOOK COLLECTION 1,000
    IONA COMMUNITY
    IONA COMMUNITY
    140 SAUCHIEHALL ST
    140 SAUCHIEHALL ST
    GLASGOW SCOTLAND,UNITED KINGDOM  
    UK     		NONE 501(C)(3) DAME FLORA MACLEOD SCHOLARSHIP 1,500
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) PIPING SCHOLARSHIP 1,000
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) SCOTTISH DANCE SCHOLARSHIP 1,000
    ST THOMAS EPISCOPAL SCHOO
    ST THOMAS EPISCOPAL SCHOOL
    4900 JACKWOOD ST
    4900 JACKWOOD ST
    HOUSTON,TX77096     		NONE 501(C)(3) DRUMMING SCHOLARSHIP 1,000
    ST ANDREWS PRESBYTERIAN C
    ST ANDREWS PRESBYTERIAN CHURCH
    1700 DOGWOOD MILE ST
    1700 DOGWOOD MILE ST
    LAURINBURG,NC28352     		NONE 501(C)(3) PIPING SCHOLARSHIP 1,000
    ST ANDREWS PRESBYTERIAN C
    ST ANDREWS PRESBYTERIAN CHURCH
    1700 DOGWOOD MILE ST
    1700 DOGWOOD MILE ST
    LAURINBURG,NC28352     		NONE 501(C)(3) PIPING SCHOLARSHIP 1,000
    LYON COLLEGE
    LYON COLLEGE
    P O BOX 2317
    P O BOX 2317
    BATESVILLE,AR725032317     		NONE 501(C)(3) PIPING SCHOLARSHIP 1,000
    LYON COLLEGE
    LYON COLLEGE
    P O BOX 2317
    P O BOX 2317
    BATESVILLE,AR725032317     		NONE 501(C)(3) PIPING SCHOLARSHIP 1,000
    SCOTTISH-AMERICAN CULTURA
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) PIPING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURA
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) FIDDLING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURA
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) DRUMMING SCHOLARSHIP 500
    SCOTTISH-AMERICAN CULTURA
    SCOTTISH-AMERICAN CULTURAL SOCIETY OF OHIO INC
    5135 KNEALE DRIVE
    5135 KNEALE DRIVE
    LYNDHURST,OH44124     		NONE 501(C)(3) HARPING SCHOLARSHIP 500
    DUIRINISH PARISH CHURCH
    DUIRINISH PARISH CHURCH
    DUNVE
    DUNVE
    DUNVEGAN, ISLE OF SKYE,UNITED KINGDOM  
    UK     		NONE 501(C)(3) CLAN ALASDAIR RUADH MUSIC FUND 500
    THE US PIPING FOUNDATION
    THE US PIPING FOUNDATION
    20 WAKEFIELD DRIVE
    20 WAKEFIELD DRIVE
    NEWARK,DE19711     		NONE 501(C)(3) GENERAL SUPPORT 1,500
    THE COLLEGE OF WOOSTER
    THE COLLEGE OF WOOSTER
    1101 NORTH BEVER STREET
    1101 NORTH BEVER STREET
    WOOSTER,OH44691     		NONE 501(C)(3) PIPE BAND GENERAL SUPPORT 2,000
    SLIGHE NAN GAIDHEAL
    SLIGHE NAN GAIDHEAL
    P O BOX 31834
    P O BOX 31834
    SEATTLE,WA98103     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    FEDERATION OF US TEACHERS
    FEDERATION OF US TEACHERS & ADJUDICATORS
    18 FLINTLOCK LANE
    18 FLINTLOCK LANE
    BELLCNYN,CA91307     		NONE 501(C)(3) GENERAL SUPPORT 1,500
    SILVER THISTLE PIPES & DR
    SILVER THISTLE PIPES & DR
    8306 POLAR DRIVE
    8306 POLAR DRIVE
    AUSTIN,TX78757     		NONE 501(C)(3) GENERAL SUPPORT 250
    MCPHERSON SCOTTISH SOCIETY
    MCPHERSON SCOTTISH SOCIETY
    P O BOX 616
    P O BOX 616
    MCPHERSON,KS67460     		NON 501(C)(3) GENERAL SUPPORT 250
    FIREFIGHTER MCPADDEN PIPES AND DRUM
    FIREFIGHTER MCPADDEN PIPES AND DRUMS
    102 MURRAY AVE
    102 MURRAY AVE
    GOSHEN,NY10924     		NON 501(C)(3) DRUMMING INSTRUCTION 1,000
    DENVER & DISTRICT PIPE BAND
    DENVER & DISTRICT PIPE BAND
    474 W EASTER AVE
    474 W EASTER AVE
    LITTLETON,CO80120     		NONE 501(C)(3) KILTS FOR HIGHLAND DANCERS 2,000
    ELLEN PAYNE ODOM GENEALOGY LIBRARY
    ELLEN PAYNE ODOM GENEALOGY LIBRARY
    P O BOX 2828
    P O BOX 2828
    MOULTRIE,GA317762828     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    SCOTTISH PARTNERSHIP FOR ARTS & EDU
    SCOTTISH PARTNERSHIP FOR ARTS & EDU
    P O BOX 6761
    P O BOX 6761
    CHESTERFIELD,MO630066761     		NONE 501(C)(3) GENERAL SUPPORT 1,500
    COLUM CILLE PIPES & DRUMS
    COLUM CILLE PIPES & DRUMS
    8 SHEFFIELD PLACE
    8 SHEFFIELD PLACE
    MASHPEE,MA02649     		NONE 501(C)(3) GENERAL SUPPORT 1,000
    Total .................................bullet 3b 27,250
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 9,046  
    4 Dividends and interest from securities....     14 9,325  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 5,720  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   24,091  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1324,091
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


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    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,700 869    

    TY 2012 CompensationExplanation
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Person Name Explanation
    JOHN MACLEOD TUTTEROW  
    LARRY R SEARS  
    JAMES BLOUNT MACLEOD  
    SARAH PIEPGRASS  
    WILLIAM F MACLEOD  
    JUDY A MACLEOD  
    BONNIE MACLEOD THOMPSON  
    RICHARD A MACLEOD  
    JUDY MCCLURE WISEHART  
    KATHERINE MCLEOD  
    CHARLENE J BOYES  
    DON MACK MCLEOD  
    WEEDEN NICHOLS  
    WILLIAM C MACLEOD  
    IAN C GOOD  
    JOHN N MACLEOD  
    JOHN B MACLEOD  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH & CO 8/15/12    
    CONSTELLATION ENERGY GROUP 30,181 33,460
    GENERAL ELECTRIC CAPITAL CORP 24,649 27,073
    THE GOLDMAN SACHS 24,591 26,954
    MERRILL LYNCH & CO 25,346 25,108

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC - 15 SHS 9,293 7,983
    AT&T INC - 250 SHS 8,449 8,428
    BANK OF AMERICA CORP - 100 SHS    
    BANK OF AMERICA CORP - 200 SHS    
    BLACKROCK INC - 55 SHS 9,640 11,369
    CATERPILLAR - 100 SHS    
    CATERPILLAR - 100 SHS    
    CATERPILLAR-200 SHS 10,905 17,922
    CITIGROUP - 200 SHS 6,876 11,838
    CLEARBRIDGE ENERGY -1340.SHS 31,471 30,860
    CLEARBRIDGE ENERGY-22.318 SHS-MS 496 514
    COMCAST - 200 SHS    
    CORTS FOR WEYERHAUSE - 225 SHS    
    CORTS TR VI FOR IBM - 625 SHS    
    DOW CHEMICAL CO - 150 SHS 5,549 4,849
    DUKE ENERGY CORP - 100 SHS    
    DUKE ENERGY CORP - 200 SHS    
    DUKE ENERGY CORP - 256 SHS    
    DYNAMIC ENERGY EXPL & PRDTN - 350 SH 8,713 9,439
    EXPRESS SCRIPTS HOLDING CO -162 SHS 9,151 8,748
    EXXON MOBIL CORP - 300 SHS 11,050 25,965
    GENERAL ELECTRIC - 250 SHS    
    GENERAL ELECTRIC - 250 SHS    
    GENERAL ELECTRIC - 500 SHS 10,293 10,495
    HOME DEPOT - 350 SHS    
    INTEL CORP - 400 SHS    
    INTEL CORP - 580 SHS 13,740 11,960
    ISHARES BARCLAYS TREAS - 150 SHS    
    ISHARES BARCLAYS TREAS - 150 SHS 15,017 18,211
    JOHNSON & JOHNSON - 150 SHS    
    JOHNSON & JOHNSON - 206 SHS 10,875 14,441
    JOHNSON & JOHNSON - 36 SHS    
    JOHNSON & JOHNSON - 6 SHS    
    JOHNSON & JOHNSON - 7 SHS    
    JOHNSON & JOHNSON - 7 SHS    
    KELLOGG CO - 200 SHS    
    KELLOGG CO - 75 SHS    
    KELLOGG COMPANY - 275 SHS 12,178 15,359
    MEDCO HEALTH SOLUTIONS - 200 SHS    
    MERK & CO INC - 300 SHS 7,886 12,282
    METLIFE - 250 SHS 10,729 8,235
    MICROSOFT CORP - 300 SHS    
    MICROSOFT CORP - 450 SHS 12,550 12,019
    OPPENHEIMER DEVMKTS-829.148SHS 30,457 29,261
    PHILIP MORRIS INTL INC - 100 SHS 9,171 8,364
    PROCTOR & GAMBLE CO - 197 SHS 8,756 13,374
    PUBLIC SERVICE ENTER - 220 SHS 6,903 6,732
    SOUTHERN COMPANY - 250 SHS 7,505 10,702
    VODAFONE GP PLC- 320 SHS 9,229 8,061
    WELLPOINT - 100 SHS 7,796 6,092

    TY 2012 OtherExpensesSchedule
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ANNUAL MAILINGS & POSTAGE 664      
    LIABILITY INSURANCE 898      
    NEWSLETTER ADVERTISING 1,000      
    BANK CHARGES 24      


    TY 2012 TaxesSchedule
    Name:
    THE DUNVEGAN FOUNDATION OF THE CLAN
    MACLEOD SOCIETY USA INC
    EIN: 13-6161583
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NY ANNUAL REPORT 100      
    FEDERAL EXCISE TAX 172 172    
    FOREIGN TAXES 34 34