Old Dominion University Libraries

Special
Collections:
Manuscripts

The Records of the Clan MacLeod Society of America


Series III: Dunvegan Foundation

Sub-series A: Annual Giving

Box 53

Folder:

  1. Acknowledgments for giving
  2. Annual giving: 1979
  3. Annual giving: 1980
  4. Annual giving: 1982
  5. Annual giving: 1983
  6. Annual giving: 1984
  7. Annual giving: 1985
  8. Annual giving: 1986
  9. Annual giving: 1987
  10. Annual giving: 1988
  11. Annual giving: 1989
  12. Annual giving: 1990
  13. Annual giving: 1991
  14. Annual giving: 1992
  15. Annual giving: 1993
  16. Annual giving: 1994
Box 54

Folder:

  1. Annual giving: 1995
  2. Annual giving: 1996
  3. Annual giving: 1997
  4. Annual giving: 1998
  5. Deferred giving
  6. Donations (undated)
  7. Dunvegan Foundation contribution areas
  8. Dunvegan Foundation  opportunities and recognition for giving
  9. Fund raising software correspondence-FM Light with demo copy of software on 5 ¼” disk (rejected)
  10. List of contributors from January 1, 1977 to September 15, 1982
  11. List of contributors from December 1, 1981 to May 16, 1984
  12. 1988 and 1989 donors
  13. Five  year summary report of  Dunvegan Foundation donations by region and member (1986-1991)
  14. Planned giving program
  15. Pledge cards, envelopes, brochures, acknowledgement cards (blank)
  16. 1981  pledge/donation cards
  17. 1982  pledge/donation cards
  18. 1983  pledge/donation cards
  19. 1984  pledge/donation cards
  20. Hold Fast Club: correspondence and information
  21. Prestige Club
  22. “Questions You May Have”
  23. “Where does all the money go?”
  24. Bound journal of donations from December 1, 1981 to October 31, 1988

Sub-series B: Board of Trustees

  1. Area representatives: associates program
  2. Board of trust lists
Box 55

Folder:

  1. Dunvegan foundation information
  2. Trustees:  flow charts/ list 1993
  3. Explanation of  society and foundation relationships, a brief history drafted by Dr. Alexander MacLeod, 1993
  4. Foundation promotion/publicity memo (undated)
  5. Job descriptions for officers/roles and responsibilities for associates and trustees
  6. Leadership expectations and mission
  7. Meetings of the Dunvegan Foundation, 1954-1957
  8. Meetings: 1961
  9. Meetings: 1968
  10. Meetings: 1977
  11. Meetings: 1978
  12. Meetings: 1980
  13. Meetings: 1981
  14. Meetings: 1982
  15. Meetings: 1983
  16. Meetings: 1984
  17. Meetings: 1985
  18. Meetings: 1986
  19. Meetings: 1987
  20. Meetings: 1988
  21. Meetings: 1989
  22. Meetings: 1990
  23. Meetings: 1991
  24. Meetings: 1992
  25. Meetings: 1993
  26. Meetings: 1994
  27. Meetings: 1995
  28. Meetings: 1996
  29. Meetings: 1997
  30. Meetings: 2003
Box 56

Folder:

  1. Nominations for 1960-61, Officers of the Society and Trustees of the Dunvegan Castle Foundation
  2. Nominations for Clan Council and the Dunvegan Board of Trustees, April 1982
  3. “An open letter concerning dignity to the Council of the Society and Trustees of The Dunvegan Foundation of the Clan MacLeod Society, USA” (1994)
  4. Resolutions: 1988
  5. Sayre MacLeod information, 1987
  6. Trustees/Associates roles and responsibilities
  7. Rotation of  trustees
  8. Trustee questionnaire
  9. William Reynold McLeod’s resignation from the Board of Trustees, January 7, 1991
  10. Trustee structure and goals
  11. Trustees’ survey?
  12. Trustee time report, 1993
  13. “What Are We Doing?”-A position paper concerning the Dunvegan Foundation, November 11, 1992

Sub-series C:  Committees

  1. Advisory committee
  2. Committee on benevolences in Scotland
  3. Development committee
  4. Nominating committee
  5. Planning/Review committee: mission and goals
  6. Standing Committee

Sub-series D: Corporate Documents

  1. Dunvegan Foundation calendars
  2. Dunvegan Foundation declaration of trust and by-laws
  3. Dunvegan Foundation sourcebook
  4. Notes on Dunvegan Foundation incorporation
  5. Notice of employer identification number
  6. Resolution of  board of directors (authority to open deposit account), 1985
  7. Dunvegan Foundation: mission statement

Sub-series E: Correspondence

Box 57

Folder:

  1. Correspondence: 1957, 1959
  2. Correspondence: 1960-1961, 1963
  3. Correspondence: 1965-1967, 1967, 1969
  4. Correspondence: 1975, 1977
  5. Correspondence: 1979-1981
  6. Correspondence: 1982
  7. Correspondence: 1983
  8. Correspondence: 1984
  9. Correspondence: 1985
  10. Correspondence: 1986
  11. Correspondence: 1987
  12. Correspondence:  1988
Box 58

Folder:

  1. Correspondence: 1989
  2. Correspondence: 1990
  3. Correspondence: 1991 (I)
  4. Correspondence: 1991 (II)
  5.  Correspondence: 1992 (I)
  6. Correspondence:1992 (II)
  7. Correspondence: 1992 (III)
  8. Correspondence: 1992 (IV)
Box 59

Folder:

  1. Correspondence: 1993 (I)
  2. Correspondence:  1993 (II)
  3. Correspondence: 1993 (III)
  4. Correspondence: 1993 (IV)
  5. Correspondence: 1994  (I)
  6. Correspondence: 1994 (II)
Box 60

Folder:

  1. Correspondence: 1994 (III)
  2. Correspondence: 1995
  3. Correspondence: 1996
  4. Correspondence: 1997
  5. Correspondence: 1998
  6. Correspondence: 1999
  7. Correspondence: 2000-
  8. Correspondence: undated
Box 61

Sub-series F: Dunvegan Castle Foundation

Folder:

  1. Declaration of Trust
  2. Dunvegan Foundation mission
  3. Dunvegan Castle Foundation booklet
  4. Article: “MacLeod clan gathers to save old castle”-1950s

Sub-series G: Expenses

  1. Expense statements: 1991, 1993, 1994
  2. Housekeeping summary (1992?)
  3. Invoices and receipts pertaining to the Dunvegan Foundation: 1979-1994
  4. Mailing service costs
  5. Statement of receipts and disbursements: January 1 to September 30, 1986

Sub-series H: Financial-Legal Documents: General

  1. Commercial blanket bond-insurance, 1985-86
  2. Commercial insurance policies
  3. Documents pertaining to stocks and bonds

Sub-series I: Financial-Legal Documents:  Banking

  1. “Copy of Advertisement” documents from American Banker
  2. Bruceton Bank: deposited checks from 1986-1990
  3. Chemical Bank: deposited checks from 1974-1984
  4. Check stubs from Chemical Bank New York Trust Company dated from November 1, 1960 to July 15, 1980
  5. Chemical Bank: correspondence
  6. Chemical Bank: deposit receipts from 1972-1984
  7. Chemical Bank: CD receipt endowment fund, July 29, 1983
  8. Transactions with Chemical Bank and Marine Midland Bank
  9. Transactions with Chemical Bank and Royal Bank of Scotland
  10. Closing of the Chemical Bank account, 1984
  11. Escrow account
  12. First American Bank: correspondence
  13. First American Bank: check stubs from 1982 to 1984
Box 62
  1. First American Bank: deposited checks from 1982-1992
  2. First American Bank: documents
  3. First American Bank: bookkeeping records
  4. First American Bank: financial records
  5. First American Bank and IRS
  6. J.C. Bradford Account
  7. Marine Midland Bank: correspondence
  8. Marine Midland Bank: check register
  9. Marine Midland Bank: deposited checks from 1981-1983
  10.  Marine Midland Bank: documents
  11. Roulston Research Corporation
  12. Royal Bank of Scotland: correspondence from 1982-1989
  13. Royal Bank of Scotland: correspondence from 1990-1992, 2004
  14. Royal Bank of Scotland: bookkeeping records
  15. Royal Bank of Scotland: documents
  16. Royal Bank of Scotland: payments from 1982-1990
Box 63

Folder:

  1. Shearson-Lehman
  2. Smith Barney Shearson
  3. Miscellaneous banking

Sub-series J: Financial-Legal Documents:  Budgets

  1. Budgets: 1982, 1983, 1985, 1987
  2. Budgets: 1991-1997
  3. Bookkeeping : 1980s
  4. Bookkeeping : 1990s
  5. Budget notes

Sub-series K: Financial-Legal Documents:  IRS

  1. IRS correspondence: 1950s
  2. IRS correspondence: 1960s
  3. IRS correspondence: 1970s
  4. 1979 Annual Report of Private Foundation
  5. State of New York, exempt organization certificate, 1980
  6. South Carolina corporation items, 1982-1987
Box 64

Folder:

  1. IRS correspondence: 1980s (I)
  2. IRS correspondence: 1980s (II)
  3. IRS correspondence: 1980s (III)
  4. IRS correspondence: 1980s (IV)
  5. Application for filing extension to IRS form 2758, 1989
  6. IRS correspondence: 1990s (I)
  7. IRS correspondence: 1990s (II)
  8. IRS correspondence: 1990s (III)
Box 65

Folder:

  1. IRS correspondence: 1990s (IV)
  2. IRS correspondence: 2000s
  3. Directors  and officers liability insurance
  4. Certification, IRS and New York state department  (re. laws form 990 and related schedules for the year 1990)
  5. State of Tennessee, Department of Revenue documents
  6. Miscellaneous reports and documents
  7. New York State deficiencies report, 1990s (draft)
  8. IRS Communications and Rulings prepared report , undated (I)
  9. IRS Communications and Rulings prepared report , undated (II)

Item:

  1. Dunvegan Foundation: New York State Deficiencies report

Sub-series L: Financial and Legal Documents: Statement of Accounts

Box 66

Folder:

  1. Financial statement for year 1961
  2. Annual statements: 1966-1969
  3. Annual statements: 1970-1979
  4. Annual statements: 1982-1989
  5. Annual statements: 1990-1992

Sub-series M: Financial and Legal Documents: Tax Returns

  1. Tax Returns: 1957-1959
  2. Tax Returns: 1960-1969
  3. Tax Returns: 1970-1979
  4. Tax Returns: 1980-1983
  5. Tax Returns: 1984-1986
  6. Tax Returns: 1987-1989
Box 67

Folder:

  1. Tax Returns: 1990-1994
  2. South Carolina Returns: 1983-1986

Sub-series N:  Financial and Legal Documents: Trusts

  1. Dunvegan Foundation memorial fund, 1994 memorials and honoraria
  2. Estate planning: 2002
  3. Family memorial fund
  4. Consideration of  Dunvegan Foundation donation to the Ethel MacLeod Hylton Memorial Library, November 17, 1964
  5. Andy McCaskill memorial fund
  6. Anthony M. MacLeod bequest
  7. Charles A. McLeod, Jr. memorial fund
  8. John H. MacLeod memorial fund
  9. Frances Pearson Trust: May 2003
  10. Agnes McLeod Stephens  memorial fund
  11. Lockerbie disaster relief appeal, 1989

Sub-series O: Financial and Legal Documents: Grants and Scholarships

  1. Accountability for and control over grants and donations, 1978
  2. Chronologies of Dunvegan grants
  3. Listing of grants sponsored by the Dunvegan Foundation
  4. Atlanta Piper’s Society
  5. Auburn University Grant
  6. Baylor College of Medicine: Vida Canaday McLeod Scholarship Endowment Fund
  7. Black Watch soccer club
  8. Carnegie Melon University
  9. Clan MacLeod scholarship fund and committee, 1959
  10. Clan MacLeod student aid fund, 1994
  11. Clann Alasdair Ruairdh music fund
  12. Coca Cola Foundation scholarships, 1993
  13. Colorado Youth Pipe Band, 1989
  14. Dunvegan Foundation scholarship committee, 1958
  15. Dunvegan Foundation scholarship, 1982-1984
  16. Exxon Corporation
  17. George Holiday McLeod scholarship
  18. Grant application form (blank)
  19. Grant  letter draft from Ford Foundation (blank)
  20. H.P. MacNeal Cultural and Educational Committee of the Council of Scottish Clans and Associations, Inc.
  21. IncomEndowment Program
  22. Lyon College
  23. MacLeod Pipes and Drums
  24. Newsletter funding and foundation advertisements
Box 68

Folder:

  1. Old Dominion University, Institute of Scottish Studies
  2. Grants for Piping
  3. Princeton University Scholarship
  4. Proposal to the Dunvegan Foundation for grant to write stories of sept families of Clan MacLeod
  5. Rio Grande Celtic Festival
  6. St. Andrews Presbyterian College
  7. St. Thomas Fund
  8. Scottish Fiddlers of California: Valley of the Moon Scottish Fiddling School
  9. Transfer grants: John Carter Brown Library
  10. Tenneco Corporation
  11. U.S. Piping Foundation
  12. West Virginia Highlanders Legion Pipe Band
  13. Wooster Marching Pipe Band
  14. Correspondence: various grants and scholarships, 1970s-1980s
  15. Correspondence: various grants and scholarships, 1990s

Sub-series P: Reports

  1. Reports: 1966-1967
  2. Reports:  1981-1985
Box 69

Folder:

  1. Reports: 1986
  2. Reports: 1987 (I)
  3. Reports: 1987 (II)
  4. Reports: 1988 (I)
  5. Reports: 1988 (II)
  6. Reports: 1989 (I)
  7. Reports: 1989 (II)
  8. Reports: 1990
Box 70

Folder:

  1. Reports: 1991
  2. Reports: 1992 (I)
  3. Reports: 1992 (II)
  4. Reports: 1992 (III)
  5. Reports: 1993
  6. Reports: 1994 (I)
  7. Reports: 1994 (II)
Box 71

Folder:

  1. Reports: 1995-1996
  2. Reports: 1998-1999
  3. Reports: 2000
  4. Reports: 2003-2004
  5. Reports: Miscellaneous

Item:

  1. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, administrative
  2. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, grants/projects
Box 72

Item:

  1. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, ACMS, Part I
  2. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, ACMS, Part II
  3. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, ACMS, Part III
Box 73

Item:

  1. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, funding
  2. Bound book:  Dunvegan Foundation/Clan MacLeod Society, 1980-86, tax-legal

Sub-series Q: Workshops

Folder:

  1. Dunvegan Foundation Workshop I: 1991
  2. Dunvegan Foundation Workshop II: 1992
  3. Dunvegan Foundation Workshop III: 1993
  4. Dunvegan Foundation Workshop IV: 1993
  5. Dunvegan Foundation Workshop V: 1994
  6. Dunvegan Foundation Workshop : 1997

Sub-series R: Miscellaneous

Box 74

Folder:

  1. Directories: 1994, 1995, 1996, 1997, 1998, 2003
  2. Dunvegan Foundation luncheons: February 4, 1967
  3. Dunvegan Foundation questionnaires
  4. Dunvegan Foundation stationery
  5. Foundation printing sources
  6. Leadership directory: July 1993
  7. Handwritten notes

Revised: 9/30/09