Civic Intelligence

Mclean Fund

990 • Fiscal year 2021 • EIN 06-6026241

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

Organization ProfileMCLEANCARE.ORG

View Organization Page

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.05x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$405,690

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

69th percentile

20%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

99%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$60,952,853

Up $9,949,134 (+20%) from 2020

Net Assets

Up

$60,802,282

Up $9,872,297 (+19%) from 2020

Liabilities

Up

$150,571

Up $76,837 (+104%) from 2020

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$2,907,507

Up $1,449,601 (+99%) from 2020

Expenses

Up

$687,144

Up $40,017 (+6.2%) from 2020

Net Income

Up

$2,220,363

Up $1,409,584 (+174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

2021

Assets$60,952,853
Liabilities$150,571
Net Assets$60,802,282
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

2021

Revenue$2,907,507
Expenses$687,144
Net Income$2,220,363
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.2
Gross Receipts
$9,326,152
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 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$50,929,985$60,802,282▲ $9,872,297
Investments in Publicly Traded Securities$50,517,578$60,379,137▲ $9,861,559
Land, Buildings, and Equipment, Net$280,050$280,050→ $0
Cash and Non-Interest-Bearing Accounts$173,868$250,222▲ $76,354
Prepaid Expenses and Deferred Charges$32,223$43,444▲ $11,221
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,003,719$60,952,853▲ $9,949,134
Liabilities
Accounts Payable and Accrued Expenses$73,734$150,571▲ $76,837
Total Liabilities$73,734$150,571▲ $76,837
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,929,985$60,802,282▲ $9,872,297
Total Liabilities and Net Assets / Fund Balance$51,003,719$60,952,853▲ $9,949,134

Asset Categories

AssetBook ValueDepreciationBasis
Land$280,050-$280,050

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$50,517,579-▲ $10,548,702$86,077$60,379,137
2019$45,229,383-▲ $5,885,567$106,022$50,517,579
2018$43,292,508-▲ $2,788,913$317,078$45,229,383
2017$42,319,759-▲ $1,855,876$271,051$43,292,508
2016$38,077,779-▲ $5,102,319$191,384$42,319,759
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Michael PaineChairperson
David J BordonaroPresident
James Cox-chapmanTrustee
Jared GriseTrustee
Kathleen AlsgaardTrustee
Linda SchofieldTrustee
Mark WetzelTrustee
Philip SchulzTrustee
Robert S HensleyTrustee
Lisa ClarkSecretary
Carol BarnoVP of Finance & CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,811,258
Other Revenue
$96,249
Change in Net Assets
$2,220,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$569,800
Other Expenses$117,344
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$569,800--$569,800
Insurance-$53,945-$53,945
Fees for Service Investment Mgmnt Fees-$31,267-$31,267
Fees for Services Other$25,837$3,225-$29,062
Fees for Services Legal-$3,070-$3,070
Total Functional Expenses$595,637$91,507$0$687,144
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mclean Affiliates IncSimsbury, CT501(c)(3)Funding to Support Mclean Affiliates$334,000
Mclean Game Refuge IncSimsbury, CT501(c)(3)Funding to Support Mclean Game Refuge$235,800
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“David bordonaro, carol barno, and lisa clark, all officers of mclean fund 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

“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 is required 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 tax professionals from our accounting firm, based on information submitted by our management, and reviewed by the vice president of finance. The return was then reviewed by the chair of the audit committee of the board of trustees of the mclean fund. The return was also reviewed by legal counsel. The return was provided to the full audit committee and board of directors.”

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 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
Carol Barno
Title
VP of Finance & CFO
Phone
8606583700
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Cliftonlarsonallen Llp
Address
TWO INTERNATIONAL PLACE 22ND FLOOR, BOSTON, MA 02110
Preparer
Laura J Kenney
Phone
6177170831
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/LandBldgEquipCostOrOtherBssAmt0280050
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06418645
IRS990/LessRentalExpensesGrp/RealAmt00
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/NetAssetsOrFundBalancesBOYAmt050929985
IRS990/NetAssetsOrFundBalancesEOYAmt060802282
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01481896
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01481896
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt096249
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt096249
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07651934
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032223
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043444
IRS990/PrincipalOfficerNm0MICHAEL PAINE
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/ExpenseAmt0235800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0235800
IRS990/ProgSrvcAccomActy3Grp/Desc0MCLEAN FUND ENGAGED EXPERTS IN THE FIELDS OF MARKETING, HEALTH CARE REIMBURSEMENT, ATTORNEYS, AND SENIOR LIVING CONSULTANTS TO DEVELOP STRATEGIES THAT MAKE GOOD USE OF THE FUND'S ASSETS IN THE EVOLVING FIELD OF PROVIDING SENIOR CITIZEN SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025837
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0456000
IRS990/PYInvestmentIncomeAmt01376657
IRS990/PYOtherExpensesAmt0191127
IRS990/PYOtherRevenueAmt081249
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0810779
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0647127
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01457906
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02220363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt096249
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050929985
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt060802282
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
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/Form990ScheduleAPartVIGrp/ExplanationTxt0THERE IS A HISTORIC AND CONTINUING RELATIONSHIP AND THE SUPPORTED ORGANIZATION WAS CREATED BY THE SUPPORTING ORGANIZATION, PURSUANT TO A SPECIFIC PROVISION IN ITS GOVERNING DOCUMENT, TO CARRY OUT THE PURPOSES OF THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MCLEAN GAME REFUGE IS A SUPPORTING ORGANIZATION OF MCLEAN AFFILIATES, INC., THE SUPPORTED ORGANIZATION OF MCLEAN FUND. THEREFORE, DISTRIBUTIONS TO MCLEAN GAME REFUGE SUPPORT MCLEAN AFFILIATES, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION A LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION A LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0261960246
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0334000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCLEAN AFFILIATES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0334000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.35969
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt031267
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt050517579
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt060379137
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0569800
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010548702
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt086077
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt035349
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt045229383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt050517579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0456000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05885567
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0106022
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt034960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt043292508
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt045229383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02788913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0317078
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt035076
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt042319759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt043292508
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0577000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01855876
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0271051
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt038955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt038077779
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt042319759
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0630000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05102319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0191384
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt0280050
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0280050
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.64031
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/TotalBookValueLandBuildingsAmt0280050
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0334000
IRS990ScheduleI/RecipientTable/CashGrantAmt1235800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING TO SUPPORT MCLEAN AFFILIATES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDING TO SUPPORT MCLEAN GAME REFUGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MCLEAN AFFILIATES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MCLEAN GAME REFUGE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0261960246
IRS990ScheduleI/RecipientTable/RecipientEIN1261960261
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt075 GREAT POND ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt175 GREAT POND ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SIMSBURY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SIMSBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006070
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106070
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MCLEAN FUND IS REQUIRED TO PROVIDE AN ANNUAL ACCOUNTING OF ITS ACTIVITIES TO THE PROBATE COURT FOR THE DISTRICT OF SIMSBURY, CT. THE TRUST IS REQUIRED UNDER ITS GOVERNING DOCUMENTS TO SUPPORT MCLEAN GAME REFUGE AND MCLEAN AFFILIATES, BOTH OF WHICH ARE SECTION 501(C)(3) ORGANIZATIONS AND HAVE THE SAME BOARD MEMBERS AS THE MCLEAN FUND.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt031882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt120426
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt227000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0326427
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1204617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2173430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt039048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt220734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt12645

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,952,853
Liabilities
$150,571
Net assets
$60,802,282
Revenue
$2,907,507
Expenses
$687,144
Net income
$2,220,363
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