2024-10-16T08:34:17-07:00 2023-12-31 941167235 AndersonLucasSomerville & Borges 1338 Main Street Fortuna CA 95540 990PF 2023-01-01 680400603 The Mel and Grace McLean Foundation MELA 7077251722 3000 Newburg Road Fortuna CA 95540 Dennis Scott President & CEO 2024-10-16 true true Keith D Borges P00183935 7077254442 2023 2024-10-15 13:58:12Z X 32187198 X X 200892 200892 200892 664846 664846 664846 193019 5569309 193019 95 1058852 1058757 865738 70741 35321 35420 71031 24613 48418 29779 29324 455 68971 48659 20312 123500 123500 17108 7611 9497 37428 18714 18714 163680 114450 49230 582238 278692 305546 1724903 1724903 2307141 278692 2030449 -1248289 780065 865738 200 200 200 686185 610708 610708 4268 2773146 1295251 1295251 18454533 16920395 16920395 6098582 10573698 10573698 1457651 901447 901447 612553 1885499 1885499 774 30087892 32187198 32187198 113 4605 3800000 3800000 101 242943 3800214 4047548 X 26287678 28139650 26287678 28139650 30087892 32187198 26287678 -1248289 3111104 28150493 10843 28139650 vanguard-LT covered P 2020-01-01 2023-12-31 890878 808506 82372 82372 schwab - LT covered P 2020-01-01 2023-12-31 2179786 2139862 39924 39924 schwab-ST covered P 2023-01-01 2023-12-31 272805 337298 -64493 -64493 Land Foreclosure - O'Conner - F-3 Bremer P 2016-05-31 2024-04-13 97168 100000 -2832 -2832 Schwab ST Noncovered P 2023-01-01 2023-12-31 313100 318955 -5855 -5855 schwab-LT noncovered P 2020-01-01 2023-12-31 1379862 1235959 143903 143903 Land Foreclosure - SRG ENZO - B-2 Friday P 2015-05-31 2023-12-21 127273 127273 Land Foreclosure - S. Lane - E P 2017-04-30 2023-08-31 118911 118911 Land Foreclosure - S. Lane - B-1 P 2017-04-30 2023-08-31 72425 72425 Land Foreclosure - S. Lane - H-5 P 2017-04-30 2023-08-31 117101 117101 193019 -70348 10843 10843 10843 10768 200 10968 X 3 122 122 false false false false false false false true true CA true false false false false true N/A Dennis Scott 7077251722 3000 Newburg Road Fortuna CA 95540 false false false false false false false false false false false false false false false false false false false false false false Rene Imperiale-Egan 1821 Barney Street Fortuna CA 95540 Secretary 5.00 800 Chris Broadstock 565 Guido Avenue Fortuna CA 95540 At large 5.00 725 Tony Titus P O Box 938 Ferndale CA 95536 CFO 5.00 913 Dennis Scott 14 Pinecrest Drive Fortuna CA 95540 President & CEO 30.00 67067 82 Tiara Brown 2450 Hillside Drive Fortuna CA 95540 Chairman 5.00 675 100 Sarah Reback 2798 Shields Lane Fortuna CA 95540 At large 5.00 125 254 Erin Dunn 750 14th Street Fortuna CA 95540 At Large 5.00 0 Sal Chinnici 3563 Larsen Lane Fortuna CA 95540 At Large 5.00 0 NONE CIBC PRIVATE WEALTH ADVISORS THREE EMBARCADERO CTR SUITE 1600 SAN FRANCISCO CA 941114003 Investment Service 66578 28687803 756308 1534325 30978436 0 30978436 464677 30513759 1525688 1525688 10843 10843 1514845 1514845 1514845 2030449 2030449 1514845 2908343 8940419 1040588 12889350 2030449 0 1514845 515604 13404954 0 2908343 10496611 8940419 1040588 515604 McLean Foundation 3000 Newburg Road Fortuna CA 95540 7077251722 denise@mcleanfoundation.org Grant application with instructions for completion is available at 3000 Newburg Road, Fortuna, CA 95540. Various deadlines during the year. Restrictions vary depending on the grant category. SEE ATTACHED SCHEDULE 3000 Newburg Road Fortuna CA 95540 NONE The Melvin F and Grace McLean Foundation honors the memory of Mel and Grace through proactive grant making to enhance the quality of life for the people of Humboldt County. the Foundation supports projects and organizations that benefit children, youth, the elderly and those in need. This mission is accomplished through partnerships, collaborations and supporting our local nonprofit sector. 1724903 1724903 14 200892 14 664846 193019 Misc. 1 95 865833 193019 1058852 false false false false false false false false false false ALSB-McLean 36471 36471 0 0 David L Moonie & Co 32500 12188 0 20312 Schwab 3861283 3861283 Vanguard 6712415 6712415 Schwab 6057433 6057433 Vanguard 10862962 10862962 1295251 1295251 Purchased Interest Receivable AT COST 668 668 Land for Resale AT COST 632878 632878 Schwab FMV 1251953 1251953 29779 29324 0 455 3800000 CCCU 5100000 3800000 2023 federal tax 10843 Amortization bond discount/premium -12510 -12510 AUTO ALLOW FOR DENNIS INCL IN OFF. COMP -82 -82 Auto Allowance-employees 670 670 Consulting services 12398 1628 10770 DUES 4328 1400 2928 Foreign Tax - Schwab 171 171 Foreign tax-Vanguard 9461 9461 Health Expense reimb. Denise 5000 2500 2500 Health Ins reimb Dennis 2500 1250 1250 Insurance 8204 820 7384 Investment expenses 107456 107456 MISCELLANEOUS DONATIONS 6165 6165 Miscellaneous-McLean 10822 10822 TECHNICAL SUPPORT 9097 2274 6823 Misc. 95 change in value Schwab 1204435 change in value Vanguard 1900437 wash sales on securities 6232 Rio Dell Recovery Donations 242668 Rounding 1 Attorney General 200 200 CA Sec. of State 25 25 Payroll taxes-employees 14661 5389 9272 property taxes 2222 2222