2019-03-06T15:48:13-06:00 2018-09-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2017-10-01 237032779 MCLEAN FOUNDATION INC MCLE 8606583700 75 GREAT POND RD SIMSBURY CT 06070 CAROL BARNO VP OF FINANCE 8606583759 2019-03-05 1 CHRISTINE DIMENNA P01353752 8605614000 2019-03-05 64.251.63.131 2019-03-05 09:43:04 ES P B49528270D5C596423F272EFB472E66EFBF6AFC8 9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BB 2017 2019-02-21 02:37:17Z MCLEAN FOUNDATION 75 GREAT POND RD SIMSBURY CT 06070 44257 0 X WWW.MCLEANCARE.ORG X 1969 CT THE 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) 8 8 0 0 0 0 44743 25 0 0 148733 44232 0 0 193476 44257 329448 28988 0 0 0 0 0 0 0 0 0 329448 28988 -135972 15269 4338855 4468936 0 0 4338855 4468936 X THE 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) 0 0 19746 19746 0 ASSISTIVE 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. 9242 9242 0 FUNDS SUPPORTING VARIOUS PROGRAMS OF MCLEAN AFFILIATES. 28988 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X CAROL BARNO 8606583700 75 GREAT POND RD SIMSBURY CT 06070 MARK WETZEL DIRECTOR 0.50 2.50 X 0 0 0 JAMES COX-CHAPMAN DIRECTOR 0.50 2.50 X 0 0 0 ROBERT HENSLEY DIRECTOR 0.50 2.50 X 0 0 0 MICHAEL PAINE CHAIRMAN 1.00 6.00 X X 0 0 0 LINDA SCHOFIELD DIRECTOR 0.50 2.50 X 0 0 0 PHILIP SCHULZ DIRECTOR 0.50 2.50 X 0 0 0 JARED GRISE DIRECTOR 0.50 2.50 X 0 0 0 KATHLEEN ALSGAARD DIRECTOR 0.50 2.50 X 0 0 0 LISA CLARK SECRETARY 1.00 39.00 X 0 140166 29066 DAVID BORDONARO PRESIDENT 1.00 39.00 X 0 325854 43654 CAROL BARNO VP OF FINANCE AND TREASURER 1.00 39.00 X 0 208436 24180 0 674456 96900 0 0 1 0 0 25 25 44232 44232 44257 0 0 44232 28988 28988 28988 28988 0 0 3563372 3682750 775483 786186 4338855 4468936 0 0 X 884536 902632 3454319 3566304 4338855 4468936 4338855 4468936 X 15269 158332 -43520 X 0 0 0 X 24000 82250 21500 44743 25 172518 24000 82250 21500 44743 25 172518 172518 341401 203551 105431 148733 44232 843348 1015866 0.16980 0.18710 X THE 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. 3704089 25 131402 28988 3806528 3438411 44743 368778 147843 3704089 3348831 21500 197993 129913 3438411 3554269 82250 -79134 208554 3348831 3697246 24000 173560 340537 3554269 0.07000 0.93000 0 0 0 CHARITABLE REMAINDER TRUST 786186 786186 PART V, LINE 4: THE 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. 0 MCLEAN AFFILIATES INC 75 GREAT POND RD SIMSBURY CT 06070 261960246 28988 TO SUPPORT VARIOUS ACTIVITIES OF THE ORGANIZATION. 1 0 X X 0 0 0 0 0 0 0 0 0 LISA CLARK SECRETARY 0 125666 0 14500 0 0 0 16064 0 13002 0 169232 0 0 DAVID BORDONARO PRESIDENT 0 301819 0 24035 0 0 0 35284 0 8370 0 369508 0 0 CAROL BARNO VP OF FINANCE AND TREASURER 0 189566 0 18870 0 0 0 21663 0 2517 0 232616 0 0 PART I, LINE 3 INDEPENDENT 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. FORM 990, PART VI, SECTION A, LINE 2 DAVID 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 7A THE DIRECTORS OF MCLEAN FOUNDATION, INC. ARE APPOINTED BY THE TRUSTEES OF MCLEAN FUND. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS OF DIRECTORS OF THE MCLEAN FOUNDATION, INC. ARE APPROVED BY THE TRUSTEES OF MCLEAN FUND. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE ORGANIZATION REQUIRES ANNUAL DISCLOSURE OF DUALITY OF INTEREST FROM ITS DIRECTORS AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE 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. MCLEAN FUND 75 GREAT POND RD SIMSBURY CT 06070 066026241 CHARITABLE TRUST CT 501(C)(3) LINE 12A, I 0 MCLEAN AFFILIATES INC 75 GREAT POND RD SIMSBURY CT 06070 261960246 PROVIDE CARE, MAINTENANCE. WELFARE, SUPPORT, NURSING AND MEDICAL ASSISTANCE CT 501(C)(3) LINE 10 MCLEAN FUND 1 MCLEAN GAME REFUGE INC 75 GREAT POND RD SIMSBURY CT 06070 261960261 MAINTAIN AN OVER 4,400 ACRE NATURE PRESERVE OPEN TO THE PUBLIC YEAR ROUND CT 501(C)(3) LINE 12A, I MCLEAN FUND 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 MCLEAN AFFILIATES INC B 28988 CASH