Helen Metzger Mclean Foundation

990PF • Fiscal year 2020 • EIN 38-3257148

Sep 01, 2019 to Aug 31, 2020 • Filed on Jun 25, 2021

Organization Profile

233 Lewiston RoadGrosse Pointe Farms, MI 48236

(313) 884-1780

Siviq Scores

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

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

-57%

Higher net margin than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

$4,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

-7.8%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-31%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,088,717

Down $92,190 (-7.8%) from 2019

Net Assets

$1,088,717

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2019

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin12th percentile

Revenue

Down

$162,355

Down $74,091 (-31%) from 2019

Expenses

Down

$254,545

Down $49,537 (-16%) from 2019

Net Income

Down

-$92,190

Down $24,554 (-36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

Highlighted filing

2020

Assets$1,088,717

Liabilities$1

Net Assets$1,088,717

Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2020

Revenue$162,355

Expenses$254,545

Net Income-$92,190

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2019 to Aug 31, 2020
Signed: Jun 25, 2021
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN A MACLEOD	Pres/Trustee	-	$4,000	-	$4,000
ANDREW W MACLEOD	V/P/Trustee	-	$4,000	-	$4,000
JOHN ANGUS MACLEOD	V/P/Trsy/Tru	-	$4,000	-	$4,000
LOIS M MACLEOD	Sec/Trustee	-	$4,000	-	$4,000

Filing and Contact Details

Filer

Filer Name: Helen Metzger Mclean Foundation in
EIN: 38-3257148
Phone: 3138841780
Address: 233 LEWISTON ROAD, GROSSE POINTE FARMS, MI 48236

Signing Officer

Name: John a Macleod
Title: Pres/trustee
Phone: 3138841780
Signed: 2021-06-25

Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	5038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	75436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	7255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	201303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	170995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	54094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	493071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	63847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	350640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	15025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	239640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	158564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	152850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	1753325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	28290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	ANALOG DEVICES, INC. 3,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	BAKER HUGHES GE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	DOW INC. (SPINOFF) 333 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	EXXON CORP 6,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	GENERAL ELECTRIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	HALLIBURTON COMPANY 9,800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	INTEL CORP 3,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	JP MORGAN CHASE & CO. 17,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	XEROX CORP 1,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	WABTEC CORP (SPINOFF/DIV GE)
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	109227
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	53128
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	53128
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	8000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	8000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	16000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	194156
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	194156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	109227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	109227
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-92190
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	136978
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	2125
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	2125
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	4250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	53128
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	120632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	2882
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	25938
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	28820
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	622
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	622
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	212822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	41723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	254545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	162355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	162355
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	18666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	41723
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	60389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	35665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	17540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	29462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-16275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-1040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	70536
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-16275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-1040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	70536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	1090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	19390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	16500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	99998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	WABTEC 16 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	GE CORP 3,000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	BAKER HUGHES GE 1,000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	JP MORGAN 1,000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2020-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	53128
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-92190
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1088717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1180907
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1088717
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	157319
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	157319
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2578
IRS990PF/FMVAssetsEOYAmt	0	2721050
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	22716
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	3218773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3218773
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	48282
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	158525
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	4000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JOHN A MACLEOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ANDREW W MACLEOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JOHN ANGUS MACLEOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	LOIS M MACLEOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRES/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	V/P/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	V/P/TRSY/TRU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	SEC/TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	525 COUNTRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	233 LEWSITON RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	GROSSE PTE FARMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	MI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	KY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	40207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	48236
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	232723
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	206993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	255764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.064810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.070457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.059121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.059985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.062930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.071559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	1206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	3170491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	3549268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	3936376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	3633402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	3289260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	3574148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	212822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.324052
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	211616
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	212822
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	1206
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	212822
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	JOHN A MACLEOD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	233 LEWISTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	GROSSE POINTE FARMS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	48236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3138841780
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	194156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING EXP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ALPHA CHI OMEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	5939 CASTLE CREEK PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	N DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	46250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	194156
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	157319
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	157319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	76293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	37483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	40934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	46318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	77933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	77933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	256531
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	55503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	76293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	37483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	40934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	46318
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	212822
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	55503
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	334464
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	278961
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	2125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	4250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	2125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MNGT AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2882
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	25938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	28820
TaxesSchedule/TaxesDetail/Amt	0	20
TaxesSchedule/TaxesDetail/Amt	1	992
TaxesSchedule/TaxesDetail/Amt	2	232
TaxesSchedule/TaxesDetail/CategoryTxt	0	MI ANNUAL RPT
TaxesSchedule/TaxesDetail/CategoryTxt	1	SOC SEC TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	MEDICARE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	496
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	496
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	116
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN A MACLEOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3138841780
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HELEN METZGER MCLEAN FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt	0	HELE
ReturnHeader/Filer/EIN	0	383257148
ReturnHeader/Filer/PhoneNum	0	3138841780
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	233 LEWISTON ROAD
ReturnHeader/Filer/USAddress/CityNm	0	GROSSE POINTE FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	48236
ReturnHeader/ReturnTs	0	2021-06-29T10:21:02-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-09-01
ReturnHeader/TaxPeriodEndDt	0	2020-08-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,088,717
Liabilities: $1
Net assets: $1,088,717
Revenue: $162,355
Expenses: $254,545
Net income: -$92,190

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.18	$0.00	$2.18	$0.46	$0.29	$0.17
2023Detailed filing. Detailed filing data is available for this year.	$2.02	$0.00	$2.02	$0.27	$0.26	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$2.00	$0.00	$2.00	$0.48	$0.29	$0.18
2021Detailed filing. Detailed filing data is available for this year.	$1.83	$0.01	$1.82	$0.96	$0.23	$0.73
2020Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.16	$0.25	$0.09
2019Summary only. Only limited summary data is available for this year.	$1.18	$0.00		$0.24	$0.30	$0.07
2015Summary only. Only limited summary data is available for this year.	$1.65	$0.24		$0.09	$0.30	$0.21
2014Summary only. Only limited summary data is available for this year.	$1.65	$0.03		$0.19	$0.27	$0.08
2013Summary only. Only limited summary data is available for this year.	$1.71	$0.00		$0.18	$0.24	$0.06
2012Summary only. Only limited summary data is available for this year.	$1.95	$0.18		$0.07	$0.24	$0.17
2011Summary only. Only limited summary data is available for this year.	$2.03	$0.16		$0.05	$0.23	$0.18