2014-11-07T10:47:39-06:00 2013-12-31 351724750 BUCHERI MCCARTY & METZ LLP PO BOX 2147 KOKOMO IN 469042147 990PF 2013-01-01 352093969 MICHAEL J & VICKI L MCCLELLAND FAMILY FOUNDATION MICH 8647101771 120 AIRPLANE CT MOORESVILLE NC 28117 MICHAEL J MCCLELLAND CO-TRUSTEE 8647101771 2014-10-16 1 RONALD J METZ CPA P00052784 7652362300 2013 2015-12-30 17:16:21Z X 332373 X X 6610 6610 6610 1409 1409 1409 8019 8019 6610 0 0 0 0 1623 0 0 1623 220 0 0 220 1843 0 0 1843 16300 16300 18143 0 0 18143 -10124 8019 6610 32078 14245 14245 728 569 569 270711 275812 317559 303517 290626 332373 2767 0 2767 0 X 319539 319539 0 0 -18789 -28913 300750 290626 303517 290626 300750 -10124 0 290626 0 290626 CAPITAL GAINS DIVIDENDS P 1409 1409 1409 1409 0 0 18046 384876 0.046888 17022 316820 0.053728 18158 333971 0.054370 19805 307961 0.064310 21736 430196 0.050526 0.269822 0.053964 315050 17001 80 17081 18143 X 80 0 80 0 80 80 80 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 0 0 0 0 0 1 N/A VALEO FINANCIAL ADVISORS 3175734699 630 W CARMEL DRIVE SUITE 130 CARMEL IN 460322513 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL J MCCLELLAND 120 AIRPLANE CT MOORESVILLE NC 28117 TRUSTEE 2.00 0 0 0 VICKI L MCCLELLAND 120 AIRPLANE CT MOORESVILLE NC 28117 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 296686 23162 0 319848 0 0 319848 4798 315050 15753 15753 80 80 15673 0 15673 0 15673 18143 0 18143 80 18063 15673 0 0 309 309 18143 0 0 0 15673 2470 0 0 2779 0 0 0 0 0 0 0 2779 309 2470 MICHAEL J MCCLELLAND VICKI L MCCLELLAND X ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 200906011 PUBLIC EXEMPT PURPOSE 500 AUBURN CORD DUESENBERG AUTO MUSEUM 1600 SOUTH WAYNE ST AUBURN IN 46706 PUBLIC EXEMPT PURPOSE 1000 MAKE A WISH 7330 WOODLAND DR 201 INDIANAPOLIS IN 46278 PUBLIC EXEMPT PURPOSE 500 BLUE RIDGE PARKWAY FOUNDATION 717 SOUTH MARSHALL STREET SUITE 105B WINSTON SALEM NC 27101 PUBLIC EXEMPT PURPOSE 500 BOY SCOUTS OF AMERICA SAGAMORE DISTRICT 518 N MAIN ST PO BOX 865 KOKOMO IN 469030865 PUBLIC EXEMPT PURPOSE 500 COMM FOUNDATION OF HOWARD CO 215 WEST SYCAMORE KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 1500 COVE CHURCH 197 LANGTREE RD MOORESVILLE NC 28117 PUBLIC EXEMPT PURPOSEEXEMPT PURPOSE 1300 DOVE HOUSE CHILDREN'S ADVOCACY CENTER PO BOX 825 STATESVILLE NC 28687 PUBLIC EXEMPT PURPOSE 800 FAMILY SVC ASSOCIATION OF HOWARD CO 618 SOUTH MAIN ST KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 1500 ROCKY MOUNT UMC OF LAKE NORMAN 1739 PERTH ROAD MOORESVILLE NC 28117 PUBLIC EXEMPT PURPOSE 800 KOKOMO AUTOMOTIVE MUSEUM 1500 N REED RD KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 500 MOORESVILLE SOUP KITCHEN 275 SOUTH BROAD STREET MOORESVILLE NC 28115 PUBLIC EXEMPT PURPOSE 800 NATIONAL PARKINSON FOUNDATION 1501 NW 9TH AVENUE/BOB HOPE ROAD MIAMI FL 33136 PUBLIC EXEMPT PURPOSE 1300 MOORESVILLE CHRISTIAN MISSION 266 N BROAD ST MOORESVILLE NC 28115 PUBLIC EXEMPT PURPOSE 800 TELL CITY HISTORICAL SOCIETY 648 9TH ST TELL CITY IN 47586 PUBLIC EXEMPT PURPOSE 500 SPECIAL OLYMPICS TRANSYLVANIA CO SPECIAL OLYMPICS 2200 GATEWAY CENTRE BLVD STE 201 MOORESVILLE NC 27560 PUBLIC EXEMPT PURPOSE 500 UNITED WAY OF HOWARD COUNTY 210 W WALNUT ST KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 500 WHEATLAND AVE METHODIST CHURCH 440 WHEATLAND AVE LOGANSPORT IN 46947 PUBLIC EXEMPT PURPOSE 1000 YMCA OF KOKOMO 200 NORTH UNION ST KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 1000 FIRST CHRISTIAN CHURCH 854 N COUNTY ROAD 300 W KOKOMO IN 46901 PUBLIC EXEMPT PURPOSE 500 16300 0 14 14 6610 14 1409 0 8019 0 8019 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1623 0 0 1623 THE FOUNDATION IS EXEMPT FROM FILING UNDER SC CODE ANN 33-56-50. 275812 317559 LOAN PAYABLE 2767 0 TAX PAID 220 0 0 220