Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MCLEOD FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 410 FIRST STREET
  Room/suite
City or town
ROANOKE
State or province
VA
Country  
ZIP or foreign postal code
24011
A Employer identification number

27-0365906
B Telephone number (see instructions)

5403440040
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$42,736,545J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 473,781
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,494 1,494 1,494
5a Gross rents............ 2,192,056 2,192,056 2,192,056
b Net rental income or (loss) -235,669
6a Net gain or (loss) from sale of assets not on line 10 773,323
b Gross sales price for all assets on line 6a 4,122,415
7 Capital gain net income (from Part IV, line 2)... 773,323
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 1,569,038
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 1,569,038 1,569,038
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,009,692 2,966,873 3,762,588
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,000 25,000 25,000 0
14 Other employee salaries and wages...... 1,001,997 57,000 57,000 944,997
15 Pension plans, employee benefits....... 67,649 7,025 7,025 60,624
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
439,453 406,645 406,645 0
17 Interest............... 975,383 975,383 975,383 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
385,160 341,621 341,621 43,539
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
660,620 606,748 660,620
20 Occupancy.............. 115,544 115,544 115,544 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
570,732 160,441 160,441 380,291
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,241,538 2,695,407 2,749,279 1,429,451
25 Contributions, gifts, grants paid....... 40,000 40,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 4,281,538 2,695,407 2,749,279 1,469,451
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 728,154
b Net investment income (if negative, enter -0-) 271,466
c Adjusted net income (if negative, enter -0-)... 1,013,309
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 404,130 282,423 282,423
2 Savings and temporary cash investments.........      
3 Accounts receivable 238,266
Less: allowance for doubtful accounts   192,772 238,266 238,266
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   45,802 45,802
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis 29,885,459
Less: accumulated depreciation (attach schedule) 5,347,666 25,124,652 24,537,793 32,853,848
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 817,949 Click to see attachment
List of Attached Documents:
// Content
1,263,849 		1,263,849
14 Land, buildings, and equipment: basis 4,371,078
Less: accumulated depreciation (attach schedule)   5,952,727 Click to see attachment
List of Attached Documents:
// Content
4,371,078 		5,015,000
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
2,988,157 		Click to see attachment
List of Attached Documents:
// Content
3,037,357 		Click to see attachment
List of Attached Documents:
// Content
3,037,357
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,480,387 33,776,568 42,736,545
Liabilities 17 Accounts payable and accrued expenses.......... 646,802 664,221
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 24,806,188 21,150,920
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
2,132,086 		Click to see attachment
List of Attached Documents:
// Content
3,386,840
23 Total liabilities (add lines 17 through 22)......... 27,585,076 25,201,981
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 1,093,063 1,171,471
28 Retained earnings, accumulated income, endowment, or other funds 6,802,248 7,403,116
29 Total net assets or fund balances (see instructions)..... 7,895,311 8,574,587
30 Total liabilities and net assets/fund balances (see instructions). 35,480,387 33,776,568
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,895,311
2
Enter amount from Part I, line 27a .....................
2
728,154
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,623,465
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
48,878
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,574,587
Form 990-PF (2025)
Form 990-PF (2025)
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 3102 WILLIAMSON P   2025-02-20
b 2211 12 O'CLOCK KNOB RD P   2025-02-24
c 5027 MORWANDA P   2025-03-03
d 4206 VERMONT P   2025-03-03
e 3933 DAKOTA P   2025-03-03
0 DAKOTA - LAND ONLY P 2019-09-10 2025-03-14
204 BEECH P   2025-03-14
1513 ASPEN P   2025-03-14
153/155 AVENDALE P   2025-03-17
1139 2ND STREET P 2021-08-25 2025-04-09
3526 YELLOW MOUNTAIN ROAD P   2025-04-23
3930 KETUCKY P   2025-04-25
5 17TH STREET SE P   2025-05-02
1704 HANOVER AVE, NW P   2025-06-17
1705 BRAD COURT P   2025-06-25
1301 MONROE STREET NW P   2025-07-18
1307 GLENOAK P   2025-07-23
1607 WAYNE ST P   2025-08-04
2114 CARVIN STREET NE P   2025-09-15
807 PATTERSON P   2025-09-23
1626 WAYNE ST P   2025-11-13
PATRICIA LANE P   2025-08-06
(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 150,000 22,428 96,659 75,769
b 132,000 46,314 113,358 64,956
c 104,973 24,130 80,839 48,264
d 104,473 6,329 47,950 62,852
e 91,223 7,736 52,677 46,282
5,000   6,733 -1,733
174,473 30,211 110,740 93,944
136,723 23,269 123,053 36,939
325,000 54,782 431,635 -51,853
122,000 5,625 73,426 54,199
170,000 21,442 72,180 119,262
83,750 10,056 63,312 30,494
70,000 8,373 51,004 27,369
240,000 36,589 320,310 -43,721
159,500 47,861 122,775 84,586
80,000 11,958 73,798 18,160
165,000 11,638 91,905 84,733
514,000 62,474 514,483 61,991
460,000 46,284 422,814 83,470
130,000 15,151 80,769 64,382
220,000 32,238 224,532 27,706
484,300 105,077 804,105 -214,728
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       75,769
b       64,956
c       48,264
d       62,852
e       46,282
      -1,733
      93,944
      36,939
      -51,853
      54,199
      119,262
      30,494
      27,369
      -43,721
      84,586
      18,160
      84,733
      61,991
      83,470
      64,382
      27,706
      -214,728
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 2 773,323
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 3 856,555
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,773
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 3,773
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,773
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 193
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,966
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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 the instructions
for the 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA, NC
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressN/A
14
The books are in care ofTHE FOUNDATION Telephone no. (540) 344-0040

Located at410 FIRST STREETROANOKEVA ZIP+424011
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
No
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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 G MCLEOD DIRECTOR
4.00 		0 0 0
410 FIRST STREET
ROANOKE,VA24011
KATHERINE L MCLEOD DIRECTOR
4.00 		0 0 0
410 FIRST STREET
ROANOKE,VA24011
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow0
Part VIII-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 THE ACADEMY IS A PRIVATE SCHOOL FOCUSED ON BREAKING THE CYCLE OF POVERTY THROUGH A MULTIGENERATIONAL APPROACH OF SUPPORTING THE WHOLE FAMILY, IN ADDITION TO PROVIDING A QUALITY EDUCATION TO THE CHILDREN. THE FIRST COHORT AND THE GRADUATING CLASS OF 2031 STARTED IN AUGUST OF 2018. WE BELIEVE THE ACADEMY IS UNIQUE BECAUSE OF ITS FOCUS ON THE FAMILY AND THE RESOURCES PROVIDED TO HELP OVERCOME THE BARRIERS AND BREAK THE CYCLE OF GENERATIONAL POVERTY. THE SCHOOL MODELS A TRADITIONAL ACADEMIC CURRICULUM FOR THE STUDENTS AND SUPPORTS THE FAMILY THROUGH LIFE SKILLS CLASSES ASSESSMENTS, TRAINING, VOCATIONAL OPPORTUNITIES AND JOB AND HOUSING RESOURCES. THE FAMILIES OF THE ACADEMY WILL HAVE RESOURCES MADE AVAILABLE THROUGH MANY COMMUNITY PARTNERSHIPS. WE BELIEVE SUPPORTING THE FAMILY WITH CHILDCARE BENEFITS, A SAFE HOUSING ENVIROMENT, FINANCIAL LITERACY, AND STRONG ACADEMIC EXPERIENCES THEY WILL BE SUCCESSFUL AT SUSTAINING A LIVIABLE WAGE AND LIFESTYLE. 527,776
2 THE MCLEOD FAMILY FOUNDATION OPENED OPERATES A NONPROFIT CHILDCARE CENTER IN ROANOKE, VIRGINIA. WE PROVIDE YOUNG CHILDREN WITH A QUALITY EARLY CHILDHOOD EDCUATION WHILE OFFERING FAMILIES THE SECURITY OF KNOWING THEY ARE RECEIVING EXEPTIONAL CARE. HONEYTREE, LLC SERVES CHILDREN BETWEEN THE AGES OF 6 WEEKS AND 12 YEARS OLD. THE CENTERS PROVIDE CONVENIENT DAILY HOURS FOR WORKING PARENTS. WE TAKE THE SAFETY OF OUR STUDENTS VERY SERIOUSLY. OUR CENTERS FEATURE CODED FRONT DOORS, FINGERPRINT CHECK-IN, CERTIFIED CPR/FIRST AID TEACHERS AND CONTINUOUS EDUCATION IN SAFETY TRAINING. WE ARE INVESTED IN QUALITY PROGRAMMING AND COMMITTED TO EMPLOYING EARLY CHILDHOOD PROFESSINALS WHO WORK TOGETHER TO ENSURE THE HIGHEST STANDARDS IN THE CHILDCARE INDUSTRY. 899,675
3 FINANCIAL EDUCATION PROGRAM: THE FOUNDATION PROVIDES A FINANCIAL EDUCATION PROGRAM DESIGNED TO HELP INDIVIDUALS UNDERSTAND HOW TO MANAGE PERSONAL FINANCES. PERSONAL FINANCE EDUCATION IS KEY TO IMPROVING THE FINANCIAL STABILITY OF OUR COMMUNITY AND HELP THOSE LIVING IN POVERTY ACQUIRE THE SKILLS TO OVERCOME THEIR SITUATION. THE NINE WEEK COURSE IS OFFERED SEVERAL TIMES A YEAR AND IMPACTS OVER 100 FAMILIES PER YEAR. 2,000
4  
Part VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
1,044,106
b
Average of monthly cash balances.......................
1b
203,785
c
Fair market value of all other assets (see instructions)................
1c
40,956,297
d
Total (add lines 1a, 1b, and 1c).......................
1d
42,204,188
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
21,950,120
3
Subtract line 2 from line 1d.........................
3
20,254,068
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
303,811
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,950,257
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
997,513
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,469,451
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
1,469,451
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, but not more than line 2a  
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 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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  
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
997,513 792,362 494,997 147,513 2,432,385
b 85% (0.85) of line 2a ....... 847,886 673,508 420,747 125,386 2,067,527
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,469,451 2,124,688 1,495,762 1,304,660 6,394,561
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,469,451 2,124,688 1,495,762 1,304,660 6,394,561
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		665,009 528,241 329,998 212,358 1,735,606
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation 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).)
JOHN G MCLEOD
KATHERINE L MCLEOD
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

CENTER IN THE SQUARE

1 MARKET SQUARE
ROANOKE,VA24018 		NONE   CHARITABLE CONTRIBUTION 10,000

FAMILY PROMISE

37 E CLAY ST
SALEM,VA24153 		NONE   CHARITABLE CONTRIBUTION 30,000
Total ................................. 3a 40,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,494  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531110 394,372     114,064
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 541900        
8 Gain or (loss) from sales of assets other than
inventory ............ 		531310 518,581      
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         1,569,038
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 912,953 1,494 1,683,102
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,597,549
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
10 IN 2018, THE MCLEOD FAMILY FOUNDATION BEGAN SERVING THE COMMUNITY WITH DIRECT SERVICES AS AN OPERATING FOUNDATION FOCUSED ON OVERCOMING GENERATIONAL POVERTY. THE DELIVERY SERVICE MODEL INCLUDES EARLY CHILDHOOD EDUCATION THROUGH CHILDCARE FACILITES, PRIVATE EDUCATION FOR CHILDREN K-12, AND FINANCIAL EDUCATION FOR THE PARENTS ALONG WITH HOUSING OPPORTIUNITIES AND JOBS SKILLS TRAINING. THE DIRECT CHARITABLE ACTIVITES ARE PROVIDED THROUGH OUR TWO ESTABLISHED PROGRAMS, THE ACADEMY AND HONEYTREE, LLC.
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MCLEOD FAMILY FOUNDATION INC
 
Employer identification number

27-0365906
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MCLEOD FAMILY FOUNDATION INC
  		Employer identification number
27-0365906
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BANK OF THE JAMES
3562 ELECTRIC RD
 
ROANOKE, VA24018

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MASON MCLEOD
410 FIRST STREET
 
ROANOKE, VA24011

$ 18,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JOHN G MCLEOD
410 FIRST STREET
 
ROANOKE, VA24011

$ 320,335


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
KATHERINE L MCLEOD
410 FIRST STREET
 
ROANOKE, VA24011

$ 81,816


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MCLEOD FAMILY FOUNDATION INC
  		Employer identification number

27-0365906
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MCLEOD FAMILY FOUNDATION INC
  		Employer identification number

27-0365906
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
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TY 2025 DepreciationSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
SOUTH C'BURG - EQUIPMENT FOR OPENING 2018-06-01 39,877 26,254 SL 10.000000000000 3,988 0 3,988  
LAND - PATRICIA LANE 2018-05-25 202,100   L   0 0 0  
BUILDING - PATRICIA LANE 2018-05-25 562,730 94,991 SL 39.000000000000 8,417 0 8,417  
BELLE AVENUE BUILDING 2019-01-30 350,000 53,096 SL 39.000000000000 8,974 0 8,974  
CEDAR POINTE LAND 2019-01-15 672,500   L   0 0 0  
CIP-CEDAR POINTE 2019-12-31 46,076   NC 0 % 0 0 0  
REMODEL KITCHEN-PATRICIA LANE 2019-05-01 10,412 1,513 SL 39.000000000000 156 0 156  
DOOR RENOVATION-ACADEMY 2019-12-15 2,000 1,454 SL 7.000000000000 286 0 286  
LAND-RIVERWALK 2021-10-31 500,000   L   0 0 0  
BUILDING-RIVERWALK 2021-10-31 1,250,000 101,495 SL 39.000000000000 32,051 0 32,051  

TY 2025 InvestmentsOtherSchedule2
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SCHWAB FMV 1,044,146 1,044,146
CAPTIVE INSURANCE INVESTMENT FMV 219,703 219,703

TY 2025 LandEtcSchedule2
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SOUTH C'BURG - EQUIPMENT FOR OPENING 39,877 30,242 9,635  
BELLE AVENUE BUILDING 350,000 62,070 287,930  
CEDAR POINTE LAND 672,500 0 672,500  
CIP-CEDAR POINTE 46,076 0 46,076  
DOOR RENOVATION-ACADEMY 2,000 1,740 260  
CURRICULUM-ACADEMY 10,625 10,625 0  
LAND-RIVERWALK 500,000 0 500,000  
BUILDING-RIVERWALK 1,250,000 133,546 1,116,454  


TY 2025 OtherAssetsSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CIP 1,883,157 1,932,357 1,932,357
GOODWILL 1,105,000 1,105,000 1,105,000


TY 2025 OtherDecreasesSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Description Amount
ACCUMULATED DEPRECIATION AND AMORTIZATION 48,878


TY 2025 OtherExpensesSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 2,541 0 0 2,541
CLEANING 17,086 0 0 17,086
LEARNING SUPPLIES 28,093 0 0 28,093
TRANSPORTATION 6,423 0 0 6,423
NUTRITION 89,909 0 0 89,909
REPAIRS 33,084 33,084 33,084 0
IT SUPPORT 29,903 0 0 29,903
MAINTENANCE 46,658 0 0 46,658
ADVERTISING 11,100 0 0 11,100
TELEPHONE AND INTERNET 5,413 0 0 5,413
INSURANCE 12,381 0 0 12,381
MANAGEMENT FEES 195,521 90,000 90,000 75,521
OFFICE SUPPLIES 5,172 0 0 5,172
DUES AND SUBSCRIPTIONS 150 0 0 150
AFTER SCHOOL 991 0 0 991
TRAINING 2,137 0 0 2,137
UTILITIES 46,813 0 0 46,813
AMORTIZATION 37,357 37,357 37,357 0


TY 2025 OtherLiabilitiesSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Description Beginning of Year - Book Value End of Year - Book Value
HOMETRUST BANK LOC 182,618 246,416
FREEDOM FIRST LOC 48,660 0
NBB - CEDAR POINT 410,041 383,356
SECURITY DEPOSITS 118,177 118,177
AMERICAN NATIONAL BANK LOC 128,968 128,968
JGM ADVANCE 111,700 0
BELLE 2 INVESTMENT 682,497 682,497
ACT 3SQUARED 308,721 1,816,356
MEMBER ONE FCU 65,578 11,070
CAP EX FUNDS 75,126 0


TY 2025 OtherProfessionalFeesSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 32,808 0 0 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 414 414 414 0
INSURANCE 142 142 142 0
REPAIRS & MAINTENANCE 967 967 967 0
MGMT & PROFESSIONAL FEES 1,127 1,127 1,127 0
INSURANCE 156 156 156 0
REPAIRS & MAINTENANCE 207 207 207 0
INSURANCE 156 156 156 0
MGMT & PROFESSIONAL FEES 645 645 645 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 441 441 441 0
INSURANCE 156 156 156 0
REPAIRS & MAINTENANCE 3,083 3,083 3,083 0
MGMT & PROFESSIONAL FEES 564 564 564 0
INSURANCE 169 169 169 0
REPAIRS & MAINTENANCE 1,465 1,465 1,465 0
MGMT & PROFESSIONAL FEES 174 174 174 0
INSURANCE 85 85 85 0
REPAIRS & MAINTENANCE 275 275 275 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 4,505 4,505 4,505 0
HOMEOWNER'S ASSOC DUES 7,110 7,110 7,110 0
INSURANCE 2,677 2,677 2,677 0
REPAIRS & MAINTENANCE 3,929 3,929 3,929 0
MGMT & PROFESSIONAL FEES 769 769 769 0
HOMEOWNER'S ASSOC DUES 5,664 5,664 5,664 0
INSURANCE 163 163 163 0
REPAIRS & MAINTENANCE 85 85 85 0
MGMT & PROFESSIONAL FEES 997 997 997 0
INSURANCE 108 108 108 0
REPAIRS & MAINTENANCE 1,078 1,078 1,078 0
MGMT & PROFESSIONAL FEES 843 843 843 0
INSURANCE 127 127 127 0
REPAIRS & MAINTENANCE 7 7 7 0
MGMT & PROFESSIONAL FEES 674 674 674 0
INSURANCE 127 127 127 0
REPAIRS & MAINTENANCE 1,599 1,599 1,599 0
MGMT & PROFESSIONAL FEES 1,651 1,651 1,651 0
INSURANCE 209 209 209 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 127 127 127 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
INSURANCE 257 257 257 0
REPAIRS & MAINTENANCE 1,189 1,189 1,189 0
COMMISSION EXPENSE 0 0 0 0
MGMT & PROFESSIONAL FEES 4,001 4,001 4,001 0
INSURANCE 6,127 6,127 6,127 0
REPAIRS & MAINTENANCE 3,051 3,051 3,051 0
MGMT & PROFESSIONAL FEES 806 806 806 0
INSURANCE 173 173 173 0
REPAIRS & MAINTENANCE 1,005 1,005 1,005 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 143 143 143 0
REPAIRS & MAINTENANCE 92 92 92 0
MGMT & PROFESSIONAL FEES 813 813 813 0
INSURANCE 305 305 305 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 504 504 504 0
INSURANCE 121 121 121 0
REPAIRS & MAINTENANCE 1,757 1,757 1,757 0
MGMT & PROFESSIONAL FEES 678 678 678 0
INSURANCE 150 150 150 0
REPAIRS & MAINTENANCE 1,259 1,259 1,259 0
MGMT & PROFESSIONAL FEES 416 416 416 0
INSURANCE 193 193 193 0
REPAIRS & MAINTENANCE 830 830 830 0
MGMT & PROFESSIONAL FEES 832 832 832 0
INSURANCE 129 129 129 0
REPAIRS & MAINTENANCE 274 274 274 0
MGMT & PROFESSIONAL FEES & R&M 1,550 1,550 1,550 0
INSURANCE 164 164 164 0
MGMT & PROFESSIONAL FEES 830 830 830 0
INSURANCE 208 208 208 0
REPAIRS & MAINTENANCE 1,458 1,458 1,458 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 73 73 73 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 1,018 1,018 1,018 0
INSURANCE 149 149 149 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES & R&M 1,495 1,495 1,495 0
INSURANCE 137 137 137 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 1,294 1,294 1,294 0
INSURANCE 184 184 184 0
REPAIRS & MAINTENANCE 416 416 416 0
MGMT FEES & PROFESSIONAL FEES 305 305 305 0
INSURANCE 128 128 128 0
MGMT & PROFESSIONAL FEES 559 559 559 0
INSURANCE 122 122 122 0
REPAIRS & MAINTENANCE 130 130 130 0
INSURANCE 179 179 179 0
REPAIRS & MAINTENANCE 41 41 41 0
MGMT & PROFESSIONAL FEES 703 703 703 0
MGMT & PROFESSIONAL FEES & R&M & INS. 1,576 1,576 1,576 0
INSURANCE 0 0 0 0
INSURANCE & R&M 435 435 435 0
MGMT & PROFESSIONAL FEES 806 806 806 0
INSURANCE 131 131 131 0
MGMT & PROFESSIONAL FEES 966 966 966 0
INSURANCE 149 149 149 0
REPAIRS & MAINTENANCE 3,529 3,529 3,529 0
INSURANCE 106 106 106 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 921 921 921 0
INSURANCE 138 138 138 0
REPAIRS & MAINTENANCE 1,356 1,356 1,356 0
MGMT & PROFESSIONAL FEES & R&M 1,356 1,356 1,356 0
INSURANCE 141 141 141 0
MGMT & PROFESSIONAL FEES & R&M 2,215 2,215 2,215 0
INSURANCE 99 99 99 0
REPAIRS & MAINTENANCE 0 0 0 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 885 885 885 0
INSURANCE 114 114 114 0
REPAIRS & MAINTENANCE 412 412 412 0
MGMT FEES 645 645 645 0
INSURANCE 115 115 115 0
REPAIRS & MAINTENANCE 1,278 1,278 1,278 0
MGMT & PROFESSIONAL FEES 968 968 968 0
INSURANCE 167 167 167 0
REPAIRS & MAINTENANCE 69 69 69 0
MGMT & PROFESSIONAL FEES 1,127 1,127 1,127 0
INSURANCE 187 187 187 0
REPAIRS & MAINTENANCE 696 696 696 0
MGMT & PROFESSIONAL FEES & R&M 871 871 871 0
INSURANCE 128 128 128 0
MGMT & PROFESSIONAL FEES 830 830 830 0
INSURANCE 200 200 200 0
REPAIRS & MAINTENANCE 287 287 287 0
MGMT & PROFESSIONAL FEES 676 676 676 0
INSURANCE 100 100 100 0
REPAIRS & MAINTENANCE 2,035 2,035 2,035 0
MGMT & PROFESSIONAL FEES 799 799 799 0
INSURANCE 129 129 129 0
MGMT & PROFESSIONAL FEES 706 706 706 0
INSURANCE 113 113 113 0
REPAIRS & MAINTENANCE 137 137 137 0
MGMT & PROFESSIONAL FEES 1,056 1,056 1,056 0
INSURANCE 145 145 145 0
REPAIRS & MAINTENANCE 324 324 324 0
MGMT & PROFESSIONAL FEES 881 881 881 0
HOMEOWNER'S ASSOC DUES 3,833 3,833 3,833 0
INSURANCE 130 130 130 0
REPAIRS & MAINTENANCE 704 704 704 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 477 477 477 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT FEES 1,321 1,321 1,321 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 671 671 671 0
REPAIRS & MAINTENANCE 1,633 1,633 1,633 0
MGMT & PROFESSIONAL FEES 878 878 878 0
INSURANCE 167 167 167 0
REPAIRS & MAINTENANCE 409 409 409 0
MGMT & PROFESSIONAL FEES 795 795 795 0
INSURANCE 437 437 437 0
REPAIRS & MAINTENANCE 612 612 612 0
MGMT & PROFESSIONAL FEES 1,106 1,106 1,106 0
INSURANCE 146 146 146 0
REPAIRS & MAINTENANCE 215 215 215 0
MGMT & PROFESSIONAL FEES 803 803 803 0
HOMEOWNER'S ASSOC DUES 3,069 3,069 3,069 0
INSURANCE 138 138 138 0
REPAIRS & MAINTENANCE 209 209 209 0
MGMT & PROFESSIONAL FEES 947 947 947 0
INSURANCE 156 156 156 0
REPAIRS & MAINTENANCE 1,836 1,836 1,836 0
MGMT & PROFESSIONAL FEES 385 385 385 0
INSURANCE 137 137 137 0
REPAIRS & MAINTENANCE 313 313 313 0
MGMT & PROFESSIONAL FEES 580 580 580 0
INSURANCE 160 160 160 0
REPAIRS & MAINTENANCE 1,926 1,926 1,926 0
MGMT & PROFESSIONAL FEES 77 77 77 0
INSURANCE 166 166 166 0
REPAIRS & MAINTENANCE 2,212 2,212 2,212 0
MGMT & PROFESSIONAL FEES 464 464 464 0
INSURANCE 97 97 97 0
MGMT & PROFESSIONAL FEES 1,136 1,136 1,136 0
INSURANCE 143 143 143 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 814 814 814 0
INSURANCE 147 147 147 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 1,298 1,298 1,298 0
INSURANCE 230 230 230 0
REPAIRS & MAINTENANCE 898 898 898 0
MGMT & PROFESSIONAL FEES & R&M 1,939 1,939 1,939 0
INSURANCE 149 149 149 0
MGMT & PROFESSIONAL FEES 563 563 563 0
INSURANCE 146 146 146 0
REPAIRS & MAINTENANCE 733 733 733 0
MGMT & PROFESSIONAL FEES 917 917 917 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 159 159 159 0
REPAIRS & MAINTENANCE 473 473 473 0
MGMT & PROFESSIONAL FEES 462 462 462 0
INSURANCE 144 144 144 0
REPAIRS & MAINTENANCE 1,467 1,467 1,467 0
MGMT & PROFESSIONAL FEES 582 582 582 0
INSURANCE 114 114 114 0
REPAIRS & MAINTENANCE 3,606 3,606 3,606 0
MGMT & PROFESSIONAL FEES 198 198 198 0
INSURANCE 136 136 136 0
REPAIRS & MAINTENANCE 1,110 1,110 1,110 0
MGMT & PROFESSIONAL FEES & R&M & INS. 1,241 1,241 1,241 0
MGMT & PROFESSIONAL FEES & R&M & INS. 1,628 1,628 1,628 0
MGMT & PROFESSIONAL FEES 1,038 1,038 1,038 0
INSURANCE 448 448 448 0
REPAIRS & MAINTENANCE 978 978 978 0
MGMT & PROFESSIONAL FEES 799 799 799 0
INSURANCE 152 152 152 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 1,237 1,237 1,237 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 273 273 273 0
REPAIRS & MAINTENANCE 1,672 1,672 1,672 0
INSURANCE 146 146 146 0
REPAIRS & MAINTENANCE 0 0 0 0
INSURANCE 177 177 177 0
REPAIRS & MAINTENANCE 937 937 937 0
MGMT & PROFESSIONAL FEES 895 895 895 0
INSURANCE 119 119 119 0
REPAIRS & MAINTENANCE 687 687 687 0
MGMT & PROFESSIONAL FEES 776 776 776 0
PROFESSIONAL FEES 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 764 764 764 0
INSURANCE 127 127 127 0
REPAIRS & MAINTENANCE 1,244 1,244 1,244 0
MGMT & PROFESSIONAL FEES 2,186 2,186 2,186 0
INSURANCE 441 441 441 0
REPAIRS & MAINTENANCE 3,347 3,347 3,347 0
MGMT & PROFESSIONAL FEES 993 993 993 0
INSURANCE 183 183 183 0
REPAIRS & MAINTENANCE 41 41 41 0
MGMT & PROFESSIONAL FEES 873 873 873 0
INSURANCE 102 102 102 0
REPAIRS & MAINTENANCE 0 0 0 0
INSURANCE 113 113 113 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 691 691 691 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 109 109 109 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 802 802 802 0
INSURANCE 108 108 108 0
INTEREST EXPENSE 2,416 2,416 2,416 0
MGMT & PROFESSIONAL FEES 125 125 125 0
INSURANCE 133 133 133 0
REPAIRS & MAINTENANCE 390 390 390 0
MGMT & PROFESSIONAL FEES 786 786 786 0
INSURANCE 126 126 126 0
REPAIRS & MAINTENANCE 500 500 500 0
MGMT & PROFESSIONAL FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 659 659 659 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 660 660 660 0
REPAIRS & MAINTENANCE 1,268 1,268 1,268 0
MGMT & PROFESSIONAL FEES 1,643 1,643 1,643 0
INSURANCE 722 722 722 0
REPAIRS & MAINTENANCE 1,291 1,291 1,291 0
MGMT & PROFESSIONAL FEES 702 702 702 0
REPAIRS & MAINTENANCE 800 800 800 0
MGMT & PROFESSIONAL FEES 1,802 1,802 1,802 0
INSURANCE 326 326 326 0
REPAIRS & MAINTENANCE 2,197 2,197 2,197 0
MGMT & PROFESSIONAL FEES 726 726 726 0
INSURANCE 122 122 122 0
REPAIRS & MAINTENANCE 19 19 19 0
MGMT FEES 562 562 562 0
INSURANCE 218 218 218 0
REPAIRS & MAINTENANCE 1,305 1,305 1,305 0
PROFESSIONAL FEES 60 60 60 0
HOMEOWNER'S ASSOC DUES 2,418 2,418 2,418 0
PROFESSIONAL FEES 1,300 1,300 1,300 0
INSURANCE 163 163 163 0
REPAIRS & MAINTENANCE 215 215 215 0
MGMT & PROFESSIONAL FEES 815 815 815 0
INSURANCE 103 103 103 0
REPAIRS & MAINTENANCE 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 672 672 672 0
INSURANCE 128 128 128 0
REPAIRS & MAINTENANCE 58 58 58 0
MGMT & PROFESSIONAL FEES 1,402 1,402 1,402 0
INSURANCE 70 70 70 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 63 63 63 0
INSURANCE 73 73 73 0
REPAIRS & MAINTENANCE 16 16 16 0
MGMT & PROFESSIONAL FEES 695 695 695 0
INSURANCE 125 125 125 0
REPAIRS & MAINTENANCE 2,367 2,367 2,367 0
MGMT & PROFESSIONAL FEES 862 862 862 0
INSURANCE 154 154 154 0
REPAIRS & MAINTENANCE 234 234 234 0
MGMT & PROFESSIONAL FEES 859 859 859 0
INSURANCE 130 130 130 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 707 707 707 0
INSURANCE 114 114 114 0
REPAIRS & MAINTENANCE 2,032 2,032 2,032 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 875 875 875 0
INSURANCE 153 153 153 0
REPAIRS & MAINTENANCE 1,570 1,570 1,570 0
MGMT & PROFESSIONAL FEES 439 439 439 0
INSURANCE 141 141 141 0
REPAIRS & MAINTENANCE 1,392 1,392 1,392 0
MGMT & PROFESSIONAL FEES 67 67 67 0
INSURANCE 112 112 112 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 638 638 638 0
REPAIRS & MAINTENANCE 1,441 1,441 1,441 0
REPAIRS & MAINTENANCE 1,231 1,231 1,231 0
MGMT & PROFESSIONAL FEES & INS 965 965 965 0
COMMISSION EXPENSE 0 0 0 0
INSURANCE 0 0 0 0
INSURANCE 104 104 104 0
REPAIRS & MAINTENANCE 209 209 209 0
MGMT & PROFESSIONAL FEES 399 399 399 0
INSURANCE 164 164 164 0
REPAIRS & MAINTENANCE 890 890 890 0
MGMT & PROFESSIONAL FEES 823 823 823 0
INSURANCE 276 276 276 0
REPAIRS & MAINTENANCE 3,689 3,689 3,689 0
MGMT & PROFESSIONAL FEES 1,776 1,776 1,776 0
INSURANCE 114 114 114 0
REPAIRS & MAINTENANCE 1,181 1,181 1,181 0
MGMT & PROFESSIONAL FEES 794 794 794 0
MGMT & PROFESSIONAL FEES 852 852 852 0
INSURANCE 224 224 224 0
REPAIRS & MAINTENANCE 1,280 1,280 1,280 0
INSURANCE 90 90 90 0
COMMISSION EXPENSE 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 145 145 145 0
REPAIRS & MAINTENANCE 0 0 0 0
INSURANCE 615 615 615 0
MGMT & PROFESSIONAL FEES 735 735 735 0
REPAIRS & MAINTENANCE 580 580 580 0
MGMT & PROFESSIONAL FEES 739 739 739 0
INSURANCE 225 225 225 0
REPAIRS & MAINTENANCE 953 953 953 0
MGMT & PROFESSIONAL FEES 770 770 770 0
INSURANCE 224 224 224 0
REPAIRS & MAINTENANCE 1,488 1,488 1,488 0
MGMT & PROFESSIONAL FEES 655 655 655 0
INSURANCE 150 150 150 0
MGMT & PROFESSIONAL FEES 616 616 616 0
INSURANCE 173 173 173 0
REPAIRS & MAINTENANCE 1,926 1,926 1,926 0
INSURANCE 123 123 123 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES & R&M 710 710 710 0
INSURANCE 117 117 117 0
INSURANCE 156 156 156 0
REPAIRS & MAINTENANCE 750 750 750 0
MGMT & PROFESSIONAL FEES 888 888 888 0
INSURANCE 69 69 69 0
REPAIRS & MAINTENANCE 385 385 385 0
COMMISSION EXPENSE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 697 697 697 0
INSURANCE 146 146 146 0
REPAIRS & MAINTENANCE 973 973 973 0
INSURANCE 163 163 163 0
REPAIRS & MAINTENANCE 204 204 204 0
MGMT & PROFESSIONAL FEES 773 773 773 0
MGMT & PROFESSIONAL FEES 846 846 846 0
INSURANCE 127 127 127 0
REPAIRS & MAINTENANCE 1,012 1,012 1,012 0
MGMT & PROFESSIONAL FEES 0 0 0 0
INSURANCE 490 490 490 0
REPAIRS & MAINTENANCE 1,095 1,095 1,095 0
MGMT & PROFESSIONAL FEES 1,005 1,005 1,005 0
INSURANCE 153 153 153 0
REPAIRS & MAINTENANCE 742 742 742 0
MGMT & PROFESSIONAL FEES 798 798 798 0
INSURANCE 117 117 117 0
REPAIRS & MAINTENANCE 276 276 276 0
MGMT & PROFESSIONAL FEES 840 840 840 0
REPAIRS & MAINTENANCE 414 414 414 0
INSURANCE 142 142 142 0
MGMT & PROFESSIONAL FEES 529 529 529 0
INSURANCE 126 126 126 0
REPAIRS & MAINTENANCE 1,766 1,766 1,766 0
MGMT & PROFESSIONAL FEES 901 901 901 0
INSURANCE 143 143 143 0
REPAIRS & MAINTENANCE 1,349 1,349 1,349 0
MGMT & PROFESSIONAL FEES 1,151 1,151 1,151 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 142 142 142 0
REPAIRS & MAINTENANCE 520 520 520 0
MGMT & PROFESSIONAL FEES 628 628 628 0
INSURANCE 118 118 118 0
REPAIRS & MAINTENANCE 306 306 306 0
MGMT & PROFESSIONAL FEES 783 783 783 0
INSURANCE 113 113 113 0
REPAIRS & MAINTENANCE 124 124 124 0
MGMT & PROFESSIONAL FEES 274 274 274 0
INSURANCE 21 21 21 0
REPAIRS & MAINTENANCE 995 995 995 0
MGMT & PROFESSIONAL FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 2,434 2,434 2,434 0
MGMT & PROFESSIONAL FEES 522 522 522 0
INSURANCE 132 132 132 0
BANK FEES 0 0 0 0
INSURANCE 127 127 127 0
REPAIRS & MAINTENANCE 94 94 94 0
MGMT & PROFESSIONAL FEES 806 806 806 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 188 188 188 0
REPAIRS & MAINTENANCE 150 150 150 0
INSURANCE 126 126 126 0
REPAIRS & MAINTENANCE 3,288 3,288 3,288 0
INSURANCE 200 200 200 0
REPAIRS & MAINTENANCE 2,211 2,211 2,211 0
MGMT & PROFESSIONAL FEES 743 743 743 0
INSURANCE 202 202 202 0
REPAIRS & MAINTENANCE 785 785 785 0
INSURANCE 251 251 251 0
REPAIRS & MAINTENANCE 1,624 1,624 1,624 0
MGMT FEES 35 35 35 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 138 138 138 0
REPAIRS & MAINTENANCE 711 711 711 0
INSURANCE 166 166 166 0
REPAIRS & MAINTENANCE 924 924 924 0
MGMT & PROFESSIONAL FEES 1,238 1,238 1,238 0
REPAIRS & MAINTENANCE 4,683 4,683 4,683 0
INSURANCE 225 225 225 0
MGMT & PROFESSIONAL FEES 746 746 746 0
REPAIRS & MAINTENANCE 105 105 105 0
INSURANCE 129 129 129 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 121 121 121 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 48 48 48 0
INSURANCE 217 217 217 0
REPAIRS & MAINTENANCE 1,056 1,056 1,056 0
INSURANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 1,043 1,043 1,043 0
REPAIRS & MAINTENANCE 505 505 505 0
INSURANCE 173 173 173 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
REPAIRS & MAINTENANCE 1,355 1,355 1,355 0
INSURANCE 37 37 37 0
INSURANCE 120 120 120 0
REPAIRS & MAINTENANCE 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 672 672 672 0
INSURANCE 190 190 190 0
REPAIRS & MAINTENANCE 377 377 377 0
INSURANCE 136 136 136 0
REPAIRS & MAINTENANCE 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 766 766 766 0
PROFESSIONAL FEES 0 0 0 0
INSURANCE 211 211 211 0
REPAIRS & MAINTENANCE 823 823 823 0
MGMT & PROFESSIONAL FEES 49 49 49 0
INSURANCE 154 154 154 0
REPAIRS & MAINTENANCE 770 770 770 0
MGMT & PROFESSIONAL FEES 306 306 306 0
INSURANCE 105 105 105 0
REPAIRS & MAINTENANCE 1,322 1,322 1,322 0
MGMT & PROFESSIONAL FEES 184 184 184 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 7,613 7,613 7,613 0
PROFESSIONAL FEES 464 464 464 0
INSURANCE 3,048 3,048 3,048 0
REPAIRS & MAINTENANCE 11,624 11,624 11,624 0
MGMT & PROFESSIONAL FEES 1,391 1,391 1,391 0
INSURANCE 305 305 305 0
REPAIRS & MAINTENANCE 3,082 3,082 3,082 0
MGMT & PROFESSIONAL FEES 1,379 1,379 1,379 0
REPAIRS & MAINTENANCE 2,563 2,563 2,563 0
INSURANCE 649 649 649 0
MGMT & PROFESSIONAL FEES 1,409 1,409 1,409 0
INSURANCE 289 289 289 0
REPAIRS & MAINTENANCE 4,059 4,059 4,059 0
PROFESSIONAL FEES 223 223 223 0
PROFESSIONAL FEES 315 315 315 0
MGMT FEES 2,766 2,766 2,766 0
REPAIRS & MAINTENANCE 4,917 4,917 4,917 0
INSURANCE 495 495 495 0
INSURANCE 348 348 348 0
REPAIRS & MAINTENANCE 2,127 2,127 2,127 0
MGMT & PROFESSIONAL FEES 2,009 2,009 2,009 0
INSURANCE 373 373 373 0
REPAIRS & MAINTENANCE 1,574 1,574 1,574 0
MGMT & PROFESSIONAL FEES 2,718 2,718 2,718 0
INSURANCE 557 557 557 0
REPAIRS & MAINTENANCE 2,326 2,326 2,326 0
MGMT & PROFESSIONAL FEES 2,592 2,592 2,592 0
INSURANCE 681 681 681 0
REPAIRS & MAINTENANCE 3,635 3,635 3,635 0
MGMT & PROFESSIONAL FEES 5,338 5,338 5,338 0
INSURANCE 1,068 1,068 1,068 0
REPAIRS & MAINTENANCE 0 0 0 0
MGMT & PROFESSIONAL FEES 151 151 151 0
HOMEOWNER'S ASSOC DUES 1,168 1,168 1,168 0
INSURANCE 72 72 72 0
REPAIRS & MAINTENANCE 164 164 164 0
COMMISSION EXPENSE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
BANK FEES 0 0 0 0
INSURANCE 0 0 0 0
REPAIRS & MAINTENANCE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
MGMT FEES 2,441 2,441 2,441 0
PROFESSIONAL FEES 46 46 46 0
INSURANCE 322 322 322 0
REPAIRS & MAINTENANCE 3,472 3,472 3,472 0
MGMT FEES 2,976 2,976 2,976 0
INSURANCE 1,315 1,315 1,315 0
REPAIRS & MAINTENANCE 4,337 4,337 4,337 0
MGMT FEES & PROFESSIONAL FEES 802 802 802 0
INSURANCE 152 152 152 0
REPAIRS & MAINTENANCE 854 854 854 0
MGMT FEES & PROFESSIONAL FEES 1,963 1,963 1,963 0
INSURANCE 671 671 671 0
REPAIRS & MAINTENANCE 5,277 5,277 5,277 0
INSURANCE 316 316 316 0
REPAIRS & MAINTENANCE 67 67 67 0
MGMT FEES 487 487 487 0
REPAIRS & MAINTENANCE 893 893 893 0
INSURANCE 363 363 363 0
PROFESSIONAL FEES 0 0 0 0
MGMT FEES 276 276 276 0
REPAIRS & MAINTENANCE 0 0 0 0
INSURANCE 0 0 0 0
PROFESSIONAL FEES 0 0 0 0
MGMT FEES 488 488 488 0
REPAIRS & MAINTENANCE 52 52 52 0
INSURANCE 0 0 0 0
PROFESSIONAL FEES 46 46 46 0
MGMT FEES 412 412 412 0
REPAIRS & MAINTENANCE 7 7 7 0
INSURANCE 119 119 119 0
PROFESSIONAL FEES 67 67 67 0
MGMT FEES 0 0 0 0
REPAIRS & MAINTENANCE 763 763 763 0
INSURANCE 3 3 3 0
PROFESSIONAL FEES 0 0 0 0


TY 2025 TaxesSchedule
Name:
MCLEOD FAMILY FOUNDATION INC
EIN:
27-0365906
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 65,539 22,000 22,000 43,539
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,704 1,704 1,704 0
PROPERTY TAXES 2,109 2,109 2,109 0
INTEREST EXPENSE 5,783 5,783 5,783 0
PROPERTY TAXES 2,141 2,141 2,141 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,613 1,613 1,613 0
PROPERTY TAXES 2,361 2,361 2,361 0
PROPERTY TAXES 1,023 1,023 1,023 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 12,752 12,752 12,752 0
PROPERTY TAXES 1,620 1,620 1,620 0
PROPERTY TAXES 1,166 1,166 1,166 0
PROPERTY TAXES 2,005 2,005 2,005 0
PROPERTY TAXES 1,260 1,260 1,260 0
PROPERTY TAXES 1,529 1,529 1,529 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,424 2,424 2,424 0
PROPERTY TAXES 7,150 7,150 7,150 0
PROPERTY TAXES 2,495 2,495 2,495 0
PROPERTY TAXES 2,296 2,296 2,296 0
PROPERTY TAXES 1,967 1,967 1,967 0
PROPERTY TAXES 1,264 1,264 1,264 0
PROPERTY TAXES 1,345 1,345 1,345 0
PROPERTY TAXES 2,009 2,009 2,009 0
PROPERTY TAXES 1,633 1,633 1,633 0
PROPERTY TAXES 1,857 1,857 1,857 0
PROPERTY TAXES 2,362 2,362 2,362 0
PROPERTY TAXES 93 93 93 0
PROPERTY TAXES 2,835 2,835 2,835 0
PROPERTY TAXES 2,052 2,052 2,052 0
PROPERTY TAXES 1,849 1,849 1,849 0
PROPERTY TAXES 1,373 1,373 1,373 0
PROPERTY TAXES 2,091 2,091 2,091 0
PROPERTY TAXES 2,034 2,034 2,034 0
PROPERTY TAXES 2,049 2,049 2,049 0
PROPERTY TAXES 752 752 752 0
PROPERTY TAXES 2,409 2,409 2,409 0
PROPERTY TAXES 2,813 2,813 2,813 0
PROPERTY TAXES 62 62 62 0
PROPERTY TAXES 1,605 1,605 1,605 0
PROPERTY TAXES 1,782 1,782 1,782 0
PROPERTY TAXES 1,282 1,282 1,282 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,606 1,606 1,606 0
PROPERTY TAXES 1,763 1,763 1,763 0
PROPERTY TAXES 1,999 1,999 1,999 0
PROPERTY TAXES 2,013 2,013 2,013 0
PROPERTY TAXES 2,170 2,170 2,170 0
PROPERTY TAXES 2,462 2,462 2,462 0
PROPERTY TAXES 1,213 1,213 1,213 0
PROPERTY TAXES 1,272 1,272 1,272 0
PROPERTY TAXES 2,245 2,245 2,245 0
PROPERTY TAXES 2,711 2,711 2,711 0
PROPERTY TAXES 1,644 1,644 1,644 0
PROPERTY TAXES 23 23 23 0
PROPERTY TAXES 2,329 2,329 2,329 0
PROPERTY TAXES 1,820 1,820 1,820 0
PROPERTY TAXES 1,781 1,781 1,781 0
PROPERTY TAXES 2,177 2,177 2,177 0
PROPERTY TAXES 1,561 1,561 1,561 0
PROPERTY TAXES 2,224 2,224 2,224 0
INTEREST EXPENSE 2,386 2,386 2,386 0
PROPERTY TAXES 1,403 1,403 1,403 0
PROPERTY TAXES 2,138 2,138 2,138 0
PROPERTY TAXES 1,926 1,926 1,926 0
PROPERTY TAXES 1,131 1,131 1,131 0
PROPERTY TAXES 1,915 1,915 1,915 0
PROPERTY TAXES 2,139 2,139 2,139 0
PROPERTY TAXES 1,132 1,132 1,132 0
PROPERTY TAXES 1,819 1,819 1,819 0
PROPERTY TAXES 1,214 1,214 1,214 0
PROPERTY TAXES 1,778 1,778 1,778 0
PROPERTY TAXES 1,131 1,131 1,131 0
PROPERTY TAXES 1,443 1,443 1,443 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,393 1,393 1,393 0
PROPERTY TAXES 1,753 1,753 1,753 0
PROPERTY TAXES 1,740 1,740 1,740 0
PROPERTY TAXES 1,877 1,877 1,877 0
PROPERTY TAXES 2,811 2,811 2,811 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,839 1,839 1,839 0
PROPERTY TAXES 1,194 1,194 1,194 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,966 1,966 1,966 0
PROPERTY TAXES 4,267 4,267 4,267 0
PROPERTY TAXES 2,782 2,782 2,782 0
PROPERTY TAXES 1,347 1,347 1,347 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,108 1,108 1,108 0
PROPERTY TAXES 1,243 1,243 1,243 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,033 2,033 2,033 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 4,251 4,251 4,251 0
PROPERTY TAXES 4,000 4,000 4,000 0
PROPERTY TAXES 4,180 4,180 4,180 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,116 2,116 2,116 0
PROPERTY TAXES 2,071 2,071 2,071 0
PROPERTY TAXES 1,139 1,139 1,139 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,434 2,434 2,434 0
PROPERTY TAXES 405 405 405 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,521 1,521 1,521 0
PROPERTY TAXES 1,829 1,829 1,829 0
PROPERTY TAXES 1,642 1,642 1,642 0
PROPERTY TAXES 1,446 1,446 1,446 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,186 2,186 2,186 0
PROPERTY TAXES 1,591 1,591 1,591 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,055 1,055 1,055 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,044 1,044 1,044 0
PROPERTY TAXES 2,411 2,411 2,411 0
PROPERTY TAXES 1,138 1,138 1,138 0
PROPERTY TAXES 2,287 2,287 2,287 0
PROPERTY TAXES 292 292 292 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,691 1,691 1,691 0
PROPERTY TAXES 2,779 2,779 2,779 0
PROPERTY TAXES 3,027 3,027 3,027 0
PROPERTY TAXES 1,471 1,471 1,471 0
PROPERTY TAXES 1,348 1,348 1,348 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,181 1,181 1,181 0
PROPERTY TAXES 1,141 1,141 1,141 0
PROPERTY TAXES 638 638 638 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,629 1,629 1,629 0
PROPERTY TAXES 440 440 440 0
PROPERTY TAXES 1,565 1,565 1,565 0
PROPERTY TAXES 1,838 1,838 1,838 0
PROPERTY TAXES 2,307 2,307 2,307 0
PROPERTY TAXES 2,298 2,298 2,298 0
PROPERTY TAXES 1,648 1,648 1,648 0
PROPERTY TAXES 1,674 1,674 1,674 0
PROPERTY TAXES 1,978 1,978 1,978 0
PROPERTY TAXES 2,173 2,173 2,173 0
PROPERTY TAXES 1,613 1,613 1,613 0
PROPERTY TAXES 1,140 1,140 1,140 0
PROPERTY TAXES 1,286 1,286 1,286 0
PROPERTY TAXES 1,308 1,308 1,308 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,325 1,325 1,325 0
PROPERTY TAXES 1,285 1,285 1,285 0
PROPERTY TAXES 1,175 1,175 1,175 0
PROPERTY TAXES 804 804 804 0
PROPERTY TAXES 1,497 1,497 1,497 0
PROPERTY TAXES 1,080 1,080 1,080 0
PROPERTY TAXES 919 919 919 0
PROPERTY TAXES 1,998 1,998 1,998 0
PROPERTY TAXES 794 794 794 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,587 1,587 1,587 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,058 1,058 1,058 0
PROPERTY TAXES 838 838 838 0
PROPERTY TAXES 1,026 1,026 1,026 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,448 1,448 1,448 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,600 1,600 1,600 0
PROPERTY TAXES 1,249 1,249 1,249 0
PROPERTY TAXES 1,373 1,373 1,373 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 8,120 8,120 8,120 0
PROPERTY TAXES 2,038 2,038 2,038 0
PROPERTY TAXES 6,518 6,518 6,518 0
PROPERTY TAXES 1,419 1,419 1,419 0
PROPERTY TAXES 3,369 3,369 3,369 0
PROPERTY TAXES 2,124 2,124 2,124 0
PROPERTY TAXES 2,124 2,124 2,124 0
PROPERTY TAXES 5,820 5,820 5,820 0
PROPERTY TAXES 5,004 5,004 5,004 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 3,766 3,766 3,766 0
PROPERTY TAXES 2,381 2,381 2,381 0
PROPERTY TAXES 2,090 2,090 2,090 0
PROPERTY TAXES 2,453 2,453 2,453 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 2,436 2,436 2,436 0
PROPERTY TAXES 0 0 0 0
PROPERTY TAXES 1,083 1,083 1,083 0
PROPERTY TAXES 1,372 1,372 1,372 0
PROPERTY TAXES 367 367 367 0