Civic Intelligence

Mclean Fund

990 • Fiscal year 2016 • EIN 06-6026241

Oct 01, 2015 to Sep 30, 2016 • Filed on May 05, 2017

75 Great Pond RoadSimsbury, CT 06070

(860) 658-3700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.06x

Higher debt load relative to revenue than 13% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

85th percentile

25%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$359,918

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 37.3% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

64th percentile

6.0%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$39,321,554

Up $2,212,103 (+6.0%) from 2015

Net Assets

Up

$39,264,649

Up $2,214,404 (+6.0%) from 2015

Liabilities

Down

$56,905

Down $2,301 (-3.9%) from 2015

Revenue

Down

$966,179

Down $241,586 (-20%) from 2015

Expenses

Down

$724,272

Down $29,414 (-3.9%) from 2015

Net Income

Down

$241,907

Down $212,172 (-47%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $25,037,712Liabilities 2010: $89,187Net Assets 2010: $24,948,5252010Assets 2011: $26,488,879Liabilities 2011: $81,406Net Assets 2011: $26,407,4732011Assets 2012: $29,518,116Liabilities 2012: $66,106Net Assets 2012: $29,452,0102012Assets 2013: $34,706,121Liabilities 2013: $63,806Net Assets 2013: $34,642,3152013Assets 2014: $39,451,575Liabilities 2014: $61,506Net Assets 2014: $39,390,0692014Assets 2015: $37,109,451Liabilities 2015: $59,206Net Assets 2015: $37,050,2452015Assets 2016: $39,321,554Liabilities 2016: $56,905Net Assets 2016: $39,264,6492016Assets 2017: $43,229,973Liabilities 2017: $54,606Net Assets 2017: $43,175,3672017Assets 2018: $44,769,564Liabilities 2018: $88,306Net Assets 2018: $44,681,2582018Assets 2019: $46,031,203Liabilities 2019: $50,005Net Assets 2019: $45,981,1982019Assets 2020: $51,003,719Liabilities 2020: $73,734Net Assets 2020: $50,929,9852020Assets 2021: $60,952,853Liabilities 2021: $150,571Net Assets 2021: $60,802,2822021Assets 2022: $47,369,964Liabilities 2022: $60,091Net Assets 2022: $47,309,8732022Assets 2023: $53,863,908Liabilities 2023: $224,562Net Assets 2023: $53,639,3462023Assets 2024: $63,439,265Liabilities 2024: $150,324Net Assets 2024: $63,288,9412024

Highlighted filing

2016

Assets$39,321,554
Liabilities$56,905
Net Assets$39,264,649

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $895,8482010Expenses 2011: $749,2162011Expenses 2012: $906,0142012Revenue 2013: $1,689,366Expenses 2013: $729,808Net Income 2013: $959,5582013Revenue 2014: $1,677,409Expenses 2014: $705,451Net Income 2014: $971,9582014Revenue 2015: $1,207,765Expenses 2015: $753,686Net Income 2015: $454,0792015Revenue 2016: $966,179Expenses 2016: $724,272Net Income 2016: $241,9072016Revenue 2017: $1,267,694Expenses 2017: $894,706Net Income 2017: $372,9882017Revenue 2018: $2,238,547Expenses 2018: $883,127Net Income 2018: $1,355,4202018Revenue 2019: $1,354,629Expenses 2019: $852,037Net Income 2019: $502,5922019Revenue 2020: $1,457,906Expenses 2020: $647,127Net Income 2020: $810,7792020Revenue 2021: $2,907,507Expenses 2021: $687,144Net Income 2021: $2,220,3632021Revenue 2022: $2,515,058Expenses 2022: $869,231Net Income 2022: $1,645,8272022Revenue 2023: $3,962,492Expenses 2023: $1,399,009Net Income 2023: $2,563,4832023Revenue 2024: $1,992,228Expenses 2024: $2,544,330Net Income 2024: -$552,1022024

Highlighted filing

2016

Revenue$966,179
Expenses$724,272
Net Income$241,907
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$22,790,741
Mission and Program Overview

Mission

The mclean fund carries out the public and charitable purposes set forth in the will of senator george p. Mclean. The purposes of the fund are the support of the mclean game refuge, a 501(c)(3) nature preserve of over 4,400 acres that is open to the public, and the support of the mclean affiliates, a 501(c)(3) organization which provides care, maintenance, welfare, support, nursing and medical assistance to its residents and the community at large.

The McLean Fund carries out the public and charitable purposes set forth in the will of Senator George P. McLean. The purposes of the Fund are the support of the McLean Game Refuge, a 501(c)(3) nature preserve of over 4,400 acres that is open to the public, and the support of McLean Affiliates, a 501(c)(3) organization which provides care, maintenance, welfare, support, nursing and medical assistance to its residents and the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,050,245$39,264,649▲ $2,214,404
Investments in Publicly Traded Securities$35,458,212$38,077,779▲ $2,619,567
Cash and Non-Interest-Bearing Accounts$1,347,591$937,902▼ $409,689
Land, Buildings, and Equipment, Net$280,050$280,050→ $0
Prepaid Expenses and Deferred Charges$23,598$25,823▲ $2,225
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,109,451$39,321,554▲ $2,212,103
Liabilities
Accounts Payable and Accrued Expenses$59,206$56,905▼ $2,301
Total Liabilities$59,206$56,905▼ $2,301
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,050,245$39,264,649▲ $2,214,404
Total Liabilities and Net Assets / Fund Balance$37,109,451$39,321,554▲ $2,212,103

Asset Categories

AssetBook ValueDepreciationBasis
Land$280,050-$280,050
Buildings$0$0$0
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$35,458,212$364,741▲ $2,945,170$32,904$38,077,779
2014$37,888,031$0▼ $1,710,575$77,112$35,458,212
2013$33,621,112$3,159,235▲ $1,778,714$23,840$37,888,031
2012$29,047,364$3,343,000▲ $1,905,556$65,095$33,621,112
2011$25,837,382$473,466▲ $3,582,529$225,948$29,047,364
Compensation and Service Providers

Employees

NameTitleOtherTotal
Lisa ClarkSecretary$162,402$162,402

Board Members and Trustees

NameTitle
Mark WetzelTrustee (Chairman until 12/19/16)
David J BordonaroPresident
Augusto R GautierVice President of Finance & Treasurer (until 10/21/16)
Carol BarnoVice President of Finance & Treasurer(as of 10/21/16)
James W Cox-ChapmanTrustee
Linda SchofieldTrustee
Martin GeitzTrustee
P Douglas PowellTrustee
Philip SchulzTrustee
Robert HensleyTrustee
Michael PaineTrustee (Chariman as of 12/19/16)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$909,221
Other Revenue
$56,958
Change in Net Assets
$241,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$615,000
Other Expenses$109,272
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$615,000--$615,000
Insurance-$38,735-$38,735
Fees for Service Investment Mgmnt Fees-$33,928-$33,928
Fees for Services Other$32,904--$32,904
Fees for Services Legal-$3,705-$3,705
Total Functional Expenses$647,904$76,368$0$724,272
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee is President of FIAInvestment Advisory FeesNo$25,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Form 990, Part VI, Section A, Line 2 - Mark Wetzel, Chairman of the Board of McLean Fund and McLean Game Refuge, Inc. is the President of Fiduciary Investment Advisors, an investment advisory firm that provides advice to McLean Fund and its controlled entities. We consider Mr. Wetzel not to be an independent director. Michael Paine, a trustee of McLean Fund and director of McLean Game Refuge, Inc. is the President of Paine's Inc. McLean Affiliates, Inc. and McLean Game Refuge, Inc. both controlled entities of McLean Fund have waste collection contract with Paine's Inc. We consider Mr. Paine not to be an independent director. Martin Geitz, a trustee of McLean Fund, Inc. and Director of McLean Game Refuge, Inc is President of Simsbury Bank. McLean Affiliates, Inc has a banking relationship in the form of bank accounts and certificates of deposit with the Bank. We consider Mr. Geitz to be an independent director. David Bordonaro, Carol Barno, and Lisa Clark, all officers of McLean Game Refuge, Inc have a Business relationsuhip with the directors as they are employeed by a related organization governed by these directors.

Form 990, Part VI, Section A, Line 7A

Paragraph Seventeen sub paragraph (h) of the Last Will and Testament of George P. McLean authorizes the Judge of Probate for the District of Simsbury to appoint a trustee if the number of trustees is less than five and additional trustees have not been appointed in accordance with the provisions of the Will for a period of six months.

Form 990, Part VI, Section A, Line 7B

The McLean Fund is a trust created by the Last Will and Testament of Senator George P. McLean. The trust has to provide an annual accounting of its activities to the Probate Court for the District of Simsbury, CT.

Form 990, Part VI, Section B, Line 11B

The McLean Fund form 990 was prepared by the finance office staff including 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 member of this committee are also Directors of the McLean Fund. The return was then mailed to the Board of Directors before the board meeting in which it was approved. The audit committee chairman reported the committees's conclusion to the Board of Directors of the McLean Fund.

Form 990, Part VI, Section B, Line 12C

The McLean Fund requires annual disclosure of duality of interest from its Trustees and Officers

Form 990, Part VI, Section B, Line 15

The McLean Fund uses several compensation surveys which are provided to the Board of Trustees' Compensation Committee to recommend to the Board of Trustees, the President's Compensation package.

Form 990, Part VI, Section C, Line 19

Governing documents for the McLean Fund are on file with the Probate Court of the District of Simsbury, CT. The Code of Conduct is available on the website. Financial statements for the McLean Fund are filed annually with the Probate Court of the District of Simsbury, CT.

Filing and Contact Details

Filer

Filer Name
Mclean Fund
EIN
06-6026241
Phone
8606583700
Address
75 Great Pond Road, Simsbury, CT 06070

Signing Officer

Name
Michael Paine
Title
Chairman of the Board of Trustees
Phone
8606831187
Signed
2017-05-05

Organization Details

Principal Officer
Michael Paine
Formed
1968
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
8
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

The McLean Fund as directed by the Trustees utilizes resources for strategic planning purposes of the McLean Affiliates and McLean Game Refuge.

Financial Statement Notes

Schedule D, Part V, Line 4

The Fund's endowment is required under the terms of the Fund's governing document to be used for the missions of McLean Affiliates, Inc. and the McLean Game Refuge, Inc.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee (Chairman until 12/19/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee (Chariman as of 12/19/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President of Finance & Treasurer (until 10/21/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President of Finance & Treasurer(as of 10/21/16)
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IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt038735
IRS990/InsuranceGrp/TotalAmt038735
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02170874
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02170874
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt035458212
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038077779
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0280050
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0280050
IRS990/LandBldgEquipCostOrOtherBssAmt0280050
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021821520
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt03042
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The McLean Fund carries out the public and charitable purposes set forth in the will of Senator George P. McLean. The purposes of the Fund are the support of the McLean Game Refuge, a 501(c)(3) nature preserve of over 4,400 acres that is open to the public, and the support of the McLean Affiliates, a 501(c)(3) organization which provides care, maintenance, welfare, support, nursing and medical assistance to its residents and the community at large.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037050245
IRS990/NetAssetsOrFundBalancesEOYAmt039264649
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1261653
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1261653
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt056958
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt056958
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01972497
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023598
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025823
IRS990/PrincipalOfficerNm0Michael Paine
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0This funding is to support the McLean Game Refuge, Inc. (EIN# 26-1960261) which is a natural preserve totaling over 4,400 acres in the towns of Granby, Simsbury and Canton, Connecticut. The Game Refuge is open to the public for nature study and recreation without charge on a year round basis. It is recognized by the National Park Service as a National Natural area.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0230000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0230000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0McLean Fund engaged experts in the fields of marketing, health care reimbursement, attorneys, and senior living consultants to develop strategies that makes good use of the Fund's assets in the evolving field of providing senior citizen services.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt032904
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0605000
IRS990/PYInvestmentIncomeAmt01148082
IRS990/PYOtherExpensesAmt0148686
IRS990/PYOtherRevenueAmt059683
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0454079
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0753686
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01207765
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0241907
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt056958
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037050245
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039264649
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0261960246
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1261960261
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0385000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1230000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0McLean Affiliates Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1McLean Game Refuge Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0615000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.33
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt042440
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt035458212
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0364741
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt038077779
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0615000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02945170
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt032904
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt037132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt037888031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt035458212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0605000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1710575
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt077112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt042190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt033621112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03159235
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt037888031
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0605000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01778714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt023840
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09713
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029047364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03343000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt033621112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0600000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01905556
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt065095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025069
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025837382
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0473466
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029047364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0594996
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03582529
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0225948
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0280050
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0280050
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.67
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Fund's endowment is required under the terms of the Fund's governing document to be used for the missions of McLean Affiliates, Inc. and the McLean Game Refuge, Inc.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0280050

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.4$0.15$63.3$1.99$2.54$0.55
2023Detailed filing. Detailed filing data is available for this year.$53.9$0.22$53.6$3.96$1.40$2.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.4$0.06$47.3$2.52$0.87$1.65
2021Detailed filing. Detailed filing data is available for this year.$61.0$0.15$60.8$2.91$0.69$2.22
2020Detailed filing. Detailed filing data is available for this year.$51.0$0.07$50.9$1.46$0.65$0.81
2019Detailed filing. Detailed filing data is available for this year.$46.0$0.05$46.0$1.35$0.85$0.50
2018Detailed filing. Detailed filing data is available for this year.$44.8$0.09$44.7$2.24$0.88$1.36
2017Detailed filing. Detailed filing data is available for this year.$43.2$0.05$43.2$1.27$0.89$0.37
2016Detailed filing. Detailed filing data is available for this year.$39.3$0.06$39.3$0.97$0.72$0.24
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.06$37.1$1.21$0.75$0.45
2014Detailed filing. Detailed filing data is available for this year.$39.5$0.06$39.4$1.68$0.71$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$0.06$34.6$1.69$0.73$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$0.07$29.5$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.08$26.4$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$0.09$24.9$0.90