2024-07-13T11:16:21-05:00 2023-12-31 232440252 SAVRAN BENSON LLP ONE BALA PLAZA SUITE 640 BALA CYNWYD PA 19004 990PF 2023-01-01 272995394 THE MCLELLAND FAMILY FOUNDATION C/O MICHAEL B MCLELLAND MCLE 6102969787 795 E LANCASTER AVE STE 280 VILLANOVA PA 19085 MICHAEL B MCLELLAND OFFICER 6102969787 2024-06-09 1 MICHAEL MCLELLAND 999009999 1 MITCHELL BENSON P00851110 6106646400 2024-06-09 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 23529865 X X 143 143 366777 363725 0 61777 61777 428697 425645 0 0 0 4860 2430 2430 33 17 16 4893 2447 2446 790000 790000 794893 2447 792446 -366196 423198 6822 16791 16791 513424 205116 205116 271808 271808 2170500 11884702 11816845 19077059 2060399 2060399 2060399 14737155 14370959 23529865 0 0 X 1196402 1196402 0 0 13540753 13174557 14737155 14370959 14737155 14370959 14737155 -366196 0 14370959 0 14370959 5882 0 5882 0 5882 14184 0 0 0 14184 0 8302 8302 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A MICHAEL AND NANCY MCLELLAND 6102969787 635 LEOPARD RD BERWYN PA 19312 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL B MCLELLAND 635 LEOPARD RD BERWYN PA 19312 PRESIDENT 0.00 0 0 0 NANCY MCLELLAND 635 LEOPARD RD BERWYN PA 19312 SECRETARY/TREASURER 0.00 0 0 0 LAURA MCLELLAND 336 TUNXIS ROAD WEST HARTFORD CT 06107 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 19520126 626672 0 20146798 0 0 20146798 302202 19844596 992230 992230 5882 5882 986348 0 986348 0 986348 792446 0 792446 986348 0 0 986238 986238 792446 0 0 0 792446 0 193902 193902 792336 0 0 0 0 0 0 0 792336 792336 X BOYS & GIRLS CLUB OF NASSAU COUNTY FOUNDATION PO BOX 16003 FERNANDINA BEACH FL 32035 N/A PUBLIC CHARITY SUPPORT 20000 BOYS & GIRLS CLUB OF PHILA 1518 WALNUT ST STE 712 PHILA PA 19102 N/A PUBLIC CHARITY SUPPORT 20000 CHESTER COUNTY FOOD BANK 650 PENNSYLVANIA DR EXTON PA 19341 N/A PUBLIC CHARITY SUPPORT 30000 COMMUNITY PARTNERSHIP SCHOOL 1936 NORTH JUDSON ST PHILA PA 19121 N/A PUBLIC CHARITY SUPPORT 50000 COMMUNITY VOLUNTEERS IN MEDICINE 300 B LAWRENCE DRIVE WEST CHESTER PA 19380 N/A PUBLIC CHARITY SUPPORT 325000 FOODSHARE 2 RESEARCH WAY WALLINGFORD CT 06492 N/A PUBLIC CHARITY SUPPORT 10000 HOME OF THE SPARROW 969 E SWEDESFORD RD EXTON PA 19341 N/A PUBLIC CHARITY SUPPORTSUPPORT 50000 J WOOD PLATT CADDIE SCHOLARSHIP TRUST 1974 SPROUL RD BROOMALL PA 19008 N/A PUBLIC CHARITY SUPPORTSUPPORT 5000 JOURNEY HOME 255 MAIN ST - 2ND FL HARTFORD CT 06106 N/A PUBLIC CHARITY SUPPORT 5000 KIPP PHILADELPHIA 5070 PARKSIDE AVE - STE 3500D MAILBOX 41 PHILA PA 19131 N/A PUBLIC CHARITY SUPPORT 100000 MANNA ON MAIN ST 606 EAST MAIN ST SUITE 1001 LANSDALE PA 19446 N/A PUBLIC CHARITY SUPPORT 30000 MATERNAL CHILD HEALTH CONSOTIUM 30 WEST BARNARD ST - STE1 WEST CHESTER PA 19382 N/A PUBLIC CHARITY SUPPORT 10000 MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD ROOM 300 EAST LANSING MI 48824 N/A PUBLIC CHARITY SUPPORT 10000 PHILABUNDANCE 3616 SOUTH GALLOWAY ST PHILA PA 19148 N/A PUBLIC CHARITY SUPPORT 30000 PLAYWORKS 1518 WALNUT ST PHILA PA 19102 N/A PUBLIC CHARITY SUPPORT 20000 TAKE STOCK IN CHILDREN OF NASSAU COUNTY 76346 WILLIAM BURGESS BLVD YULEE FL 32097 N/A PUBLIC CHARITY SUPPORT 25000 THE BRIDGE FAMILY CENTER 1022 FARMINGTON AVE WEST HARTFORD CT 06107 N/A PUBLIC CHARITY SUPPORT 5000 THE DIAPER BANK OF CONNECTICUT 370 STATE ST NORTH HAVEN CT 06473 N/A PUBLIC CHARITY SUPPORT 10000 THE FIRST TEE OF GREATER PHILA 800 WALNUT LANE PHILA PA 19128 N/A PUBLIC CHARITY SUPPORT 5000 THE VILLAGE FOR FAMILIES AND CHILDREN 1680 ALBANY AVE HARTFORD CT 06105 N/A PUBLIC CHARITY SUPPORT 5000 YMCA OF GREATER BRANDYWINE ONE EAST CHESTNUT ST WEST CHESTER PA 19380 N/A PUBLIC CHARITY SUPPORT 25000 790000 0 14 143 14 366777 61777 0 366920 61777 428697 8 ALL INCOME IS GENERATED FROM INVESTMENTS AND IS RETAINED UNTIL 8 DISTRIBUTED TO OTHER CHARITABLE EDUCATIONAL OR SOCIAL ORGANIZATIONS. 8 THE FOUNDATION HAS NO OTHER ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4860 2430 2430 BERKSHIRE HATHAWAY 271808 2170500 205116 205116 0 0 VANGUARD PRIME /FEDERAL MONEY MARKET AT COST 59888 59888 VANGUARD ST INV GRADE AT COST 1411901 1362144 VANGUARD REIT AT COST 248215 300076 ISHARES CORE 500 AT COST 2029816 5295281 CONESTOGA SM CAP AT COST 700203 2310224 VANGUARD REIT (SCHWAB) AT COST 133626 155529 VANGUARD 500 IDX (SCHWAB) AT COST 177683 554275 WESTWOOD AT COST 994142 811513 ISHARES RUSSELL 1000 (SCHWAB) AT COST 108000 909510 BROADSTONE (SCHWAB) AT COST 500000 425179 ISHARES CORE S&P 500 -1870 SHS (SCHWAB) - DONATED AT COST 345273 893168 ISHARES RUSSELL 2000 (SCHWAB) AT COST 115732 212351 VANGUARD DIV APPREC (SCHWAB) AT COST 752360 1000078 VANGUARD DIV APPREC (VANG) AT COST 821305 1068880 ISHARES RUSSELL 2000 (VANGUARD) AT COST 945951 929287 ISHARES IBOX$ (VANGUARD) AT COST 477913 423710 ISHARES CORE MSCI (SCHWAB) AT COST 484640 450240 ISHARES RUSSELL 1000 ETF IV (SCHWAB) - DONATE AT COST 202635 621296 INVESTMENT IN RUS AT COST 1307562 1294430 UNREALIZED GAIN 2060399 2060399 2060399 POSTAGE & FEES 33 17 16 RUS K1 61777 61777 61777 MICHAEL B MCLELLAND 635 LEOPARD RD BERWYN PA 19312