Liabilities / Assets
5th percentile
Higher debt load relative to assets than 5% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
5th percentile
Higher debt load relative to assets than 5% of similar nonprofits.
Liabilities / Revenue
11th percentile
Higher debt load relative to revenue than 11% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 28.8% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Assets
Up$43,229,973
Up $3,908,419 (+9.9%) from 2016
Net Assets
Up$43,175,367
Up $3,910,718 (+10.0%) from 2016
Liabilities
Down$54,606
Down $2,299 (-4.0%) from 2016
Revenue
Up$1,267,694
Up $301,515 (+31%) from 2016
Expenses
Up$894,706
Up $170,434 (+24%) from 2016
Net Income
Up$372,988
Up $131,081 (+54%) from 2016
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $39,264,649 | $43,175,367 | ▲ $3,910,718 |
| Investments in Publicly Traded Securities | $38,077,779 | $42,319,759 | ▲ $4,241,980 |
| Cash and Non-Interest-Bearing Accounts | $937,902 | $600,415 | ▼ $337,487 |
| Land, Buildings, and Equipment, Net | $280,050 | $280,050 | → $0 |
| Prepaid Expenses and Deferred Charges | $25,823 | $29,749 | ▲ $3,926 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $39,321,554 | $43,229,973 | ▲ $3,908,419 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $56,905 | $54,606 | ▼ $2,299 |
| Total Liabilities | $56,905 | $54,606 | ▼ $2,299 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $39,264,649 | $43,175,367 | ▲ $3,910,718 |
| Total Liabilities and Net Assets / Fund Balance | $39,321,554 | $43,229,973 | ▲ $3,908,419 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $280,050 | - | $280,050 |
| Buildings | $0 | $0 | $0 |
| Other Land Buildings | $0 | $0 | $0 |
| Equipment | $0 | $0 | $0 |
| Leasehold Improvements | $0 | $0 | $0 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $38,077,779 | $0 | ▲ $5,102,319 | $191,384 | $42,319,759 |
| 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 |
| Name | Title |
|---|---|
| Mark Wetzel | Trustee (Chairman until 12/19/16) |
| David J Bordonaro | President |
| Carol Barno | Vice President of Finance & Treasurer |
| James W Cox-Chapman | Trustee |
| Linda Schofield | Trustee |
| Philip Schulz | Trustee |
| Robert Hensley | Trustee |
| Jared Grise | Trustee (as of 9/18/17) |
| Kathleen Alsgaard | Trustee (as of 9/18/17) |
| Michael Paine | Trustee (Chariman as of 12/19/16) |
| Martin Geitz | Trustee (resigned 5/22/17) |
| P Douglas Powell | Trustee (resigned 9/18/17) |
| Lisa Clark | Secretary |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $630,000 |
| Other Expenses | $264,706 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $630,000 | - | - | $630,000 |
| Fees for Services Other | $188,695 | $2,689 | - | $191,384 |
| Insurance | - | $38,398 | - | $38,398 |
| Fees for Service Investment Mgmnt Fees | - | $34,366 | - | $34,366 |
| Fees for Services Legal | - | $558 | - | $558 |
| Total Functional Expenses | $818,695 | $76,011 | $0 | $894,706 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Trustee is President of FIA | Investment Advisory Fees | No | $25,000 |
“Form 990, Part VI, Section A, Line 2 - Mark Wetzel, Trustee 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, Chairman of the board 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 (resigned 5/22/17) 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.”
“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”
“The McLean Fund is a trust created by the Last Will and Testament of Senator George P. McLean. The trust is required to provide an annual accounting of its activities to the Probate Court for the District of Simsbury, CT.”
“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 members of this committee are also Trustees of McLean Fund. The return was then mailed to the Board of Directors before the return was filed. The audit committee chairman reported the committees's conclusion to the Board of Directors of McLean Fund at its next meeting.”
“Form 990, Part VI, Section B, Line 12c - The organization requires annual disclosure of duality of interest from its Directors, Officers, and Key Employees.”
“Form 990, Part VI, Section B, Line 15 - The organization uses several compensation surveys which are used by the Board's Compensation committee to recommend to the full Board the President's compensation package”
“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.”
“The McLean Fund as directed by the Trustees utilizes resources for strategic planning purposes of the McLean Affiliates and McLean Game Refuge”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 56905 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 54606 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Carol Barno |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8606583759 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 75 Great Pond Road |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Simsbury |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06070 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 1 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 937902 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 600415 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 630000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1207694 |
| IRS990/CYOtherExpensesAmt | 0 | 264706 |
| IRS990/CYOtherRevenueAmt | 0 | 60000 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 372988 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 894706 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1267694 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | This funding is to support McLean Affiliates, Inc. (EIN#26-1960246) in providing care, maintenance, welfare, support, nursing and medical assistance to its residents and the community at large. McLean Affiliates program metrics: a)Long Term Care - 20,627 inpatient days; b)Post Acute Rehabilitation 7,427 inpatient days; c)Assisted living 22,256 days of care; d) Hospice 6,834 visits; e) Home Care 17,298 client visits f) home delivered meals 40,530; g) adult day care program 795; and outpatient rehabilitation services 6,963. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 383000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 558 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 558 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 2689 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 188695 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 191384 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 34366 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 34366 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form1098CFiledInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form8899Filedind | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 5 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 39.5 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 36 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 38 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.5 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 4 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 32436 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 48427 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 27343 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Mark Wetzel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | James W Cox-Chapman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Martin Geitz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Robert Hensley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Michael Paine |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | P Douglas Powell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Linda Schofield |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Philip Schulz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Jared Grise |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Kathleen Alsgaard |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Lisa Clark |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | David J Bordonaro |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Carol Barno |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 135675 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 316552 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 200988 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee (Chairman until 12/19/16) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee (resigned 5/22/17) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee (Chariman as of 12/19/16) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee (resigned 9/18/17) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee (as of 9/18/17) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee (as of 9/18/17) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Vice President of Finance & Treasurer |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1968 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 102082 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 383000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 630000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 630000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 14281081 |
| IRS990/GrossReceiptsAmt | 0 | 15446693 |
| IRS990/GrossRentsGrp/PersonalAmt | 0 | 0 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 60000 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 38398 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 38398 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1105612 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1105612 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 38077779 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 42319759 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 280050 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 280050 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 280050 |
| IRS990/LegalDomicileStateCd | 0 | CT |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 14178999 |
| IRS990/LessRentalExpensesGrp/PersonalAmt | 0 | 0 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 39264649 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 43175367 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 102082 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 102082 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 60000 |
| IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 60000 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 3537730 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 25823 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 29749 |
| IRS990/PrincipalOfficerNm | 0 | Michael Paine |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | This 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/ExpenseAmt | 0 | 247000 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 247000 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | McLean 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/ExpenseAmt | 0 | 188695 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 188695 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 615000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 909221 |
| IRS990/PYOtherExpensesAmt | 0 | 109272 |
| IRS990/PYOtherRevenueAmt | 0 | 56958 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 241907 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 724272 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 966179 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 372988 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 60000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 39264649 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 43175367 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 261960246 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 261960261 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 383000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 247000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | McLean Affiliates Inc |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | McLean Game Refuge Inc |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 630000 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.34 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 38955 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 38077779 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 42319759 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 630000 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5102319 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 191384 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 42440 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 35458212 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 364741 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 38077779 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 615000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2945170 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 32904 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 37132 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 37888031 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 0 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 35458212 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 605000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -1710575 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 77112 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 42190 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 33621112 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 3159235 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 37888031 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 605000 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.