2026-04-30T10:49:28-04:00 2025-12-31 562226954 LADD MCCALL & ASSOCIATES CPAS PA PO BOX 3185 - 532 WILLIAMSON ROAD MOORESVILLE NC 28117 990PF 2025-01-01 352093969 MICHAEL J & VICKI L MCCLELLAND FAMILY FOUNDATION MICH 8647101771 18418 CARNEGIE OVERLOOK BLVD DAVIDSON NC 28036 MICHAEL J MCCLELLAND TRUSTEE 8647101771 2026-04-22 W KELLY HILL P00632275 7046647201 2026-04-22 2025 2025-03-06 01:10:19Z X 532968 X X 13020 13020 13020 34475 199286 47495 13020 13020 8 8 330 330 338 338 0 23100 23100 23438 338 23100 24057 12682 13020 5919 26291 26291 322467 326152 506677 328386 352443 532968 0 X 322467 5919 352443 328386 352443 328386 352443 328386 24057 352443 352443 176 176 176 176 false false false false false false false true true SC false false false false false true N/A VALEO FINANCIAL ADVISORS 3175734699 630 W CARMEL DRIVE STE 130 CARMEL IN 460322513 false false false false false false false false false false false false false false false false false false false false MICHAEL J MCCLELLAND 18418 CARNEGIE OVERLOOK BLVD DAVIDSON NC 28036 TRUSTEE 000.00 0 0 0 VICKI L MCCLELLAND 18418 CARNEGIE OVERLOOK BLVD DAVIDSON NC 28036 TRUSTEE 000.00 0 0 0 NONE NONE N/A 0 0 0 0 0 0 0 0 176 176 0 23100 23100 0 18920 21917 27700 23317 22000 113854 23100 23100 136954 0 18920 118034 21917 27700 23317 22000 23100 X NORTH CAROLINA LIONS FOUNDATION PO BOX 39 SHERRILLS FORD NC 28673 PC EXEMPT PURPOSE 5000 KOKOMO SCHOOLS EDUCATION FOUNDATION 1500 S WASHINGTON ST KOKOMA IN 469042188 GOV EXEMPT PURPOSE 2000 EVANGELICAL UNITED CHURCH OF CHRIST 802 10TH STREET TELL CITY IN 475862118 NC EXEMPT PURPOSE 2000 HILTON HEAD ISLAND CONCOURS PO BOX 21733 HILTON HEAD ISLAND SC 29925 POF EXEMPT PURPOSE 1500 BOY SCOUTS OF AMERICA 4173 4815 STATE HWY 49 HARRISBURG NC 28075 PC EXEMPT PURPOSE 3500 THE COVE CHURCH 197 LANGTREE RD MOORESVILLE NC 28117 NC EXEMPT PURPOSE 750 DOVE HOUSE CHILDREN'S ADVOCACY CNTR 2407 SIMONTON RD STATESVILLE NC 28625 PC EXEMPT PURPOSE 750 BRIDGES OUTREACH INC 208 N MAIN ST KOKOMO IN 46901 PC EXEMPT PURPOSE 2000 FAMILY SERVICE ASSOCIATION 618 S MAIN ST KOKOMO IN 46901 PC EXEMPT PURPOSE 2000 AMERICAN RED CROSS 430 17TH ST NW WASHINGTON DC 20006 PC EXEMPT PURPOSE 2000 PERRY COUNTY MEMORIAL HOSPITAL 8885 IN-237 TELL CITY IN 47586 POF EXEMPT PURPOSE 1600 23100 18 13020 34475 13020 34475 47495 false false false false false false false false false false THE FOUNDATION IS EXEMPT FROM FILING UNDER SC CODE ANN 33-56-50. NATIONAL FINANCIAL SVCS 636-588636 2025-10 PURCHASE 2025-10 4345 4225 120 NATIONAL FINANCIAL SVCS 636-588636 2024-01 PURCHASE 2025-10 171873 159164 12709 NATIONAL FINANCIAL SVCS 636-588636 2003-11 PURCHASE 2025-10 23068 1422 21646 FIDELITY BROKERAGE SERVICES 326152 506677 FIDELITY INVESTMENT FEES 8 8 EXCISE TAX FIDELITY FOREIGN TAX 330 330