BETA

MCLEAN FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MCLEAN FOUNDATION INC (EIN 23-7032779)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-03-06
IRS object ID
201940659349301204
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-06T15:48:13-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREET PO BOX 272000AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061272000ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237032779EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCLEAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCLEBusinessNameControlTxt
Phone8606583700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREAT POND RDAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL BARNOPersonNm
Person TitleVP OF FINANCEPersonTitleTxt
Phone8606583759PhoneNum
Signature2019-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE DIMENNAPreparerPersonNm
PTINP01353752PTIN
Phone8605614000PhoneNum
Preparation2019-03-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.251.63.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-05IPDt
IP Tm09:43:04IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB49528270D5C596423F272EFB472E66EFBF6AFC8AtSubmissionCreationDeviceId
At Submission Filing Device Id9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMCLEAN FOUNDATIONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREAT POND RDAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$44,257GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MCLEANCARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE MCLEAN FOUNDATION IS TO RECEIVE, MAINTAIN, AND APPLY FUNDS TO PROMOTE AND ENGAGE IN ACTIVITIES IN FURTHERANCE OF THE PUBLIC WELFARE PRINCIPALLY BY SUPPORTING AND ASSISTING THE MISSION AND PROGRAMS OF MCLEAN AFFILIATES, INC. (EIN 26-1960246 AND MCLEAN GAME REFUGE, INC. (EIN 26-1960261)ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,743PYContributionsGrantsAmt
CY Contributions Grants$25CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$148,733PYInvestmentIncomeAmt
CY Investment Income$44,232CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$193,476PYTotalRevenueAmt
CY Total Revenue$44,257CYTotalRevenueAmt
PY Grants And Similar Paid$329,448PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$28,988CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$329,448PYTotalExpensesAmt
CY Total Expenses$28,988CYTotalExpensesAmt
PY Revenues Less Expenses-$135,972PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,269CYRevenuesLessExpensesAmt
Total Assets BOY$4,338,855TotalAssetsBOYAmt
Total Assets EOY$4,468,936TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,338,855NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,468,936NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE MCLEAN FOUNDATION IS TO RECEIVE, MAINTAIN, AND APPLY FUNDS TO PROMOTE AND ENGAGE IN ACTIVITIES IN FURTHERANCE OF THE PUBLIC WELFARE PRINCIPALLY BY SUPPORTING AND ASSISTING THE MISSION AND PROGRAMS OF MCLEAN AFFILIATES, INC. (EIN 26-1960246 AND MCLEAN GAME REFUGE, INC. (EIN 26-1960261)MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,746ExpenseAmt
Grant$19,746GrantAmt
Revenue$0RevenueAmt
DescASSISTIVE TECHNOLOGY EQUIPMENT PROVISION: THE SORENSON MEDIA CENTER, UNDER AN ENDOWMENT FROM WESLEY SORENSON, PROVIDES SERVICES TO HOMEBOUND AND ELDERLY PERSONS IN THE MCLEAN AFFILIATES, INC. SERVICE AREA, AIMED AT ENHANCING COMMUNICATION AND REDUCING ISOLATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,242ExpenseAmt
Grant$9,242GrantAmt
Revenue$0RevenueAmt
DescFUNDS SUPPORTING VARIOUS PROGRAMS OF MCLEAN AFFILIATES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$28,988TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL BARNOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8606583700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREAT POND RDAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06070ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARK WETZEL
DIRECTOR0.502.50Yes (X)$0$0$0
JAMES COX-CHAPMAN
DIRECTOR0.502.50Yes (X)$0$0$0
ROBERT HENSLEY
DIRECTOR0.502.50Yes (X)$0$0$0
MICHAEL PAINE
CHAIRMAN1.006.00Yes (X)$0$0$0Yes (X)
LINDA SCHOFIELD
DIRECTOR0.502.50Yes (X)$0$0$0
PHILIP SCHULZ
DIRECTOR0.502.50Yes (X)$0$0$0
JARED GRISE
DIRECTOR0.502.50Yes (X)$0$0$0
KATHLEEN ALSGAARD
DIRECTOR0.502.50Yes (X)$0$0$0
LISA CLARK
SECRETARY1.0039.00$0$140,166$29,066Yes (X)
DAVID BORDONARO
PRESIDENT1.0039.00$0$325,854$43,654Yes (X)
CAROL BARNO
VP OF FINANCE AND TREASURER1.0039.00$0$208,436$24,180Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$674,456TotReportableCompRltdOrgAmt
Total Other Compensation$96,900TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$25AllOtherContributionsAmt
Total Contributions$25TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,232TotalRevenueColumnAmt
Exclusion$44,232ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,257TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$44,232ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$28,988TotalAmt
Program Services$28,988ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,988TotalAmt
Program Services$28,988ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,563,372BOYAmt
EOY$3,682,750EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$775,483BOYAmt
EOY$786,186EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,338,855BOYAmt
EOY$4,468,936EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$884,536BOYAmt
EOY$902,632EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,454,319BOYAmt
EOY$3,566,304EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,338,855BOYAmt
EOY$4,468,936EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,338,855BOYAmt
EOY$4,468,936EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,269ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$158,332NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$43,520OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,743CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$172,518TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,743CurrentTaxYearMinus1YearAmt
Current Tax Year$25CurrentTaxYearAmt
Total$172,518TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$172,518PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$341,401CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$203,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,431CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$148,733CurrentTaxYearMinus1YearAmt
Current Tax Year$44,232CurrentTaxYearAmt
Total$843,348TotalAmt
FieldValueIRS element (for citing)
Total Support$1,015,866TotalSupportAmt
Public Support CY1700.16980PublicSupportCY170Pct
Public Support PY1700.18710PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE FOUNDATION BOARD IS COMPOSED OF REPRESENTATIVES OF THE PUBLIC AND PART OF THE GROUP OF ORGANIZATIONS INCLUDING THE MCLEAN FUND, MCLEAN AFFILIATES, INC., AND THE MCLEAN GAME REFUGE, INC., WHICH TOGETHER PROVIDE SENIOR CARE FACILITIES TO THE PUBLIC AND A NATURE RESERVE OPEN TO THE PUBLIC WITHOUT CHARGE. A CONTINUOUS PROGRAM OF SOLICITIATION IS MAINTAINED FOR THE GROUP AS A WHOLE.FactsAndCircumstancesTestTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,704,089BeginningYearBalanceAmt
Contributions$25ContributionsAmt
Investment Earnings Or Losses$131,402InvestmentEarningsOrLossesAmt
Grants Or Scholarships$28,988GrantsOrScholarshipsAmt
End Year Balance$3,806,528EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,438,411BeginningYearBalanceAmt
Contributions$44,743ContributionsAmt
Investment Earnings Or Losses$368,778InvestmentEarningsOrLossesAmt
Grants Or Scholarships$147,843GrantsOrScholarshipsAmt
End Year Balance$3,704,089EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,348,831BeginningYearBalanceAmt
Contributions$21,500ContributionsAmt
Investment Earnings Or Losses$197,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships$129,913GrantsOrScholarshipsAmt
End Year Balance$3,438,411EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,554,269BeginningYearBalanceAmt
Contributions$82,250ContributionsAmt
Investment Earnings Or Losses-$79,134InvestmentEarningsOrLossesAmt
Grants Or Scholarships$208,554GrantsOrScholarshipsAmt
End Year Balance$3,348,831EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,697,246BeginningYearBalanceAmt
Contributions$24,000ContributionsAmt
Investment Earnings Or Losses$173,560InvestmentEarningsOrLossesAmt
Grants Or Scholarships$340,537GrantsOrScholarshipsAmt
End Year Balance$3,554,269EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.07000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.93000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE REMAINDER TRUSTDesc
Book Value$786,186BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$786,186TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE PERMANENT ENDOWMENT FUND OF THE MCLEAN FOUNDATION, INC. PROVIDES INCOME TO FUND THE INITIATIVES OF THE SORENSON ADAPTIVE TECHNOLOGY CENTER, WHICH OFFERS VIDEO AND AUDIO EQUIPMENT AND INFORMATION FOR PEOPLE WITH LOW VISION, HEARING IMPAIRMENTS, AND OTHER PHYSICALLY RESTRICTIVE CONDITIONS. THIS THERAPEUTIC APPROACH DECREASES ISOLATION AND INCREASES COMMUNICATION AMONG ELDERLY AND OR DISABLED INDIVIDUALS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCLEAN AFFILIATES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 GREAT POND RDAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06070ZIPCd
FieldValueIRS element (for citing)
Recipient EIN261960246RecipientEIN
Cash Grant$28,988CashGrantAmt
Purpose Of GrantTO SUPPORT VARIOUS ACTIVITIES OF THE ORGANIZATION.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA CLARK
SECRETARY$0$125,666$0$14,500$0$0$0$16,064$0$13,002$0$169,232$0$0
DAVID BORDONARO
PRESIDENT$0$301,819$0$24,035$0$0$0$35,284$0$8,370$0$369,508$0$0
CAROL BARNO
VP OF FINANCE AND TREASURER$0$189,566$0$18,870$0$0$0$21,663$0$2,517$0$232,616$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationINDEPENDENT COMPENSATION SURVEYS ARE CONDUCTED ANNUALLY. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PAY STRUCTURE FOR THE CURRENT AND NEXT FISCAL YEAR. INDEPENDENT ANALYSIS IS DONE AS NEEDED WHEN DIRECTED BY THE BOARD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DAVID BORDONARO, CAROL BARNO, AND LISA CLARK, ALL OFFICERS OF MCLEAN FOUNDATION, HAVE A BUSINESS RELATIONSHIP WITH THE DIRECTORS AS THEY ARE EMPLOYED BY A RELATED ORGANIZATION GOVERNED BY THESE DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7ATHE DIRECTORS OF MCLEAN FOUNDATION, INC. ARE APPOINTED BY THE TRUSTEES OF MCLEAN FUND.
FORM 990, PART VI, SECTION A, LINE 7BTHE DECISIONS OF DIRECTORS OF THE MCLEAN FOUNDATION, INC. ARE APPROVED BY THE TRUSTEES OF MCLEAN FUND.
FORM 990, PART VI, SECTION B, LINE 11BTHE MCLEAN FOUNDATION, INC. FORM 990 WAS PREPARED BY OUR AUDITORS AND REVIEWED BY THE VICE PRESIDENT OF FINANCE. THE RETURN WAS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF THE MCLEAN FUND. TWO OF THE THREE MEMBERS OF THIS COMMITTEE ARE ALSO DIRECTORS OF MCLEAN FOUNDATION, INC. THE RETURN WAS THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE THE RETURN WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES ANNUAL DISCLOSURE OF DUALITY OF INTEREST FROM ITS DIRECTORS AND OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CODE OF CONDUCT IS AVAILABLE ON THE WEBSITE. FINANCIAL INFORMATION FOR MCLEAN FOUNDAION, INC. IS INCLUDED IN FORM 990 WHICH IS AVAILABLE TO THE PUBLIC VIA PUBLIC WEBSITES.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -43,520.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MCLEAN FUND
75 GREAT POND RDSIMSBURYCT06070066026241CHARITABLE TRUSTCT501(C)(3)LINE 12A, I0
MCLEAN AFFILIATES INC
75 GREAT POND RDSIMSBURYCT06070261960246PROVIDE CARE, MAINTENANCE. WELFARE, SUPPORT, NURSING AND MEDICAL ASSISTANCECT501(C)(3)LINE 10Yes (1)MCLEAN FUND
MCLEAN GAME REFUGE INC
75 GREAT POND RDSIMSBURYCT06070261960261MAINTAIN AN OVER 4,400 ACRE NATURE PRESERVE OPEN TO THE PUBLIC YEAR ROUNDCT501(C)(3)LINE 12A, IYes (1)MCLEAN FUND
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MCLEAN AFFILIATES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$28,988InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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