Nonprofit · EIN 06-6026241
MCLEAN FUND
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,357,299 | $3,500,349 | -$143,050 | $65,888,098 | $124,196 | $65,763,902 |
| September 30, 2024 | 990 | $1,992,228 | $2,544,330 | -$552,102 | $63,439,265 | $150,324 | $63,288,941 |
| September 30, 2023 | 990 | $3,962,492 | $1,399,009 | $2,563,483 | $53,863,908 | $224,562 | $53,639,346 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $3,204,356
- Net rental income
- $124,943
- Net gain from sales of assets
- $1,279,250
- Other revenue
- $152,943
Expenses
- Grants and similar amounts paid
- $3,195,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $66,736
- Program services (functional)
- $3,314,750
- Management and general (functional)
- $185,599
Balance sheet and other
- Total assets, start of year
- $63,439,265
- Total assets, end of year
- $65,888,098
- Total liabilities, end of year
- $124,196
- Net assets, end of year
- $65,763,902
- Land, buildings and equipment
- $280,050
- Publicly traded securities
- $64,444,563
- Gross receipts
- $7,342,613
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1968
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA CLARK | PRESIDENT Officer | 2.5 | $0 | $302,028 | $83,137 |
| CAROL BARNO | VP OF FINANCE AND CFO (TO 12/24) Officer | 2.5 | $0 | $256,695 | $45,182 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| KATHLEEN ALSGAARD | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAMES COX-CHAPMAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| JARED GRISE | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| DENIS HORRIGAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| WAYNE PAULEKAS | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| LINDA SCHOFIELD | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| PHILIP SCHULZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK WETZEL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PAULA DEPINTO | VP OF FINANCE AND CFO (FROM 01/25) Officer | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA CLARK | PRESIDENT Officer | 1 | $0 | $324,090 | $49,166 |
| CAROL BARNO | VP OF FINANCE AND CFO Officer | 2 | $0 | $243,937 | $28,710 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| KATHLEEN ALSGAARD | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAMES COX-CHAPMAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| JARED GRISE | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| DENIS HORRIGAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LINDA SCHOFIELD | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| PHILIP SCHULZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK WETZEL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID J BORDONARO | FORMER PRESIDENT Former | 0 | $0 | $264,657 | $35,228 |
| LISA CLARK | PRESIDENT Officer | 1 | $0 | $250,257 | $40,960 |
| CAROL BARNO | VICE PRESIDENT OF FINANCE & CFO Officer | 2 | $0 | $235,296 | $27,674 |
| BONNIE KU | VICE PRESIDENT OF HUMAN RESOURCES Officer | 0 | $0 | $195,195 | $25,785 |
| MICHAEL PAINE | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 | $0 |
| KATHLEEN ALSGAARD | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAMES COX-CHAPMAN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| JARED GRISE | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| ROBERT S HENSLEY | TRUSTEE (LEFT 6/12/2023) Trustee or director | 2 | $0 | $0 | $0 |
| LINDA SCHOFIELD | TRUSTEE Trustee or director | 2.5 | $0 | $0 | $0 |
| PHILIP SCHULZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK WETZEL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DENIS HORRIGAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 GREAT POND RD, SIMSBURY, CT 06070-1980
- In care of
- % MCLEAN FUND
- Principal officer (990 for 2024)
- LISA CLARK, 75 GREAT POND RD, SIMSBURY, CT 06070
- Signed the 990
- PAULA DEPINTO, VP OF FINANCE AND CFO
- Phone
- (860) 658-3759
- Website
- MCLEANCARE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 SUPPORT OF MCLEAN AFFILIATES, A 501(C)(3) ORGANIZATION WHICH PROVIDES CARE, MAINTENANCE, WELFARE, SUPPORT, NURSING AND MEDICAL ASSISTANCE TO ITS RESIDENTS AND COMMUNITY AT LARGE.
Program accomplishments
- 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) SKILLED FACILITY HAD 21,761 PATIENT DAYS; B) ASSISTED LIVING 16,587 DAYS OF CARE; C) HOSPICE 10,379 VISITS; D) HOME CARE 11,956 DAYS; E) HOME DELIVERED MEALS 9,658; F) AND OUTPATIENT REHABILITATION SERVICES 7,344 VISITS.Expenses $2,900,000 · grants $2,900,000
- 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.Expenses $295,000 · grants $295,000
- MCLEAN 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 EVOLVING THE FIELD OF PROVIDING SENIOR CITIZEN SERVICES.Expenses $119,750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 06-6026241
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $65,888,098
- Income (IRS master file)
- $7,342,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,357,299 | $3,500,349 | $65,888,098 | XML |
| 990 | September 2024 | $1,992,228 | $2,544,330 | $63,439,265 | XML |
| 990 | September 2023 | $3,962,492 | $1,399,009 | $53,863,908 | XML |
| 990 | September 2022 | $2,515,058 | $869,231 | $47,369,964 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6026241).
Questions about MCLEAN FUND
- What is the EIN of MCLEAN FUND?
- The employer identification number (EIN) of MCLEAN FUND is 06-6026241.
- Is MCLEAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to MCLEAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MCLEAN FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MCLEAN FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MCLEAN FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MCLEAN FUND?
- The 990 for the year ended September 30, 2025 names LISA CLARK.
- Who are the officers and directors of MCLEAN FUND?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MCLEAN FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,357,299, expenses of $3,500,349 and total assets of $65,888,098 at year end.
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- TEACHERS PETS CHILD CARE CENTER INC EIN 11-3126882 · last filed 990 for 2024
- FOR ALL AGES INC EIN 83-4624076 · last filed 990 for 2025
- BIG HUGS FOR LITTLE HEARTS EIN 84-2682067 · last filed 990-N for 2025
- SIMSBURY LIONS CHARITIES INC EIN 22-3456504 · last filed 990-N for 2024
- TRUSTEES OF WESTMINSTER SCHOOL INC EIN 06-0646960 · last filed 990 for 2025
- MCLEAN AFFILIATES INC EIN 26-1960246 · last filed 990 for 2025
- ETHEL WALKER SCHOOL INC EIN 06-0689699 · last filed 990 for 2025
- HOP MEADOW COUNTRY CLUB INC EIN 06-0766860 · last filed 990 for 2024