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Nonprofit · EIN 38-3604317

MCLENNAN FAMILY FOUNDATION

Tax-exempt · BLOOMFLD HLS, MI 48301

Financials

$15K$29K2023$10K$29K2024$13K$29K2025
Revenue Expenses · by fiscal year end
Financials of MCLENNAN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$13,225$29,135-$15,910$256,163$0$256,163
January 31, 2025990-PF$10,436$28,794-$18,358$267,533$0$267,533
January 31, 2024990-PF$15,244$28,800-$13,556$251,503$0$251,503
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$18,429
Interest
$9
Net gain from sales of assets
-$5,213

Expenses

Grants and similar amounts paid
$26,000
Disbursements for charitable purposes
$26,000
Excise tax on investment income
$213

Balance sheet and other

Total assets, start of year
$267,533
Total assets, end of year
$256,163
Total liabilities, end of year
$0
Net assets, end of year
$256,163
Fair market value of assets
$6,873
Qualifying distributions
$26,000
Net investment income
$18,438

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-PF for the year ended January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JAMES MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
PRESIDENT0$0
REBECCA W MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
REBECCA A MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
LISA F MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
990-PF for the year ended January 31, 2025: 4 people
NameTitleHours / weekCompensation
JAMES MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
PRESIDENT0$0
REBECCA W MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
REBECCA A MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
LISA F MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
990-PF for the year ended January 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
PRESIDENT0$0
REBECCA W MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
REBECCA A MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0
LISA F MCLENNAN
439 ROANOKE, BLOOMFIELD HILLS, MI 48301
VICE PRESIDE0$0

Address and contacts

Address (IRS master file)
439 ROANOKE DR, BLOOMFLD HLS, MI 48301-3336
In care of
% JAMES P MCLENNAN
Signed the 990-PF
JAMES MCLENNAN, PRESIDENT
Phone
(248) 496-3712
Return prepared by
NEIL S KAHN PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
38-3604317
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$256,163
Income (IRS master file)
$53,244

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$13,225$29,135$256,163IRS
990-PFJanuary 2025$10,436$28,794$267,533IRS
990-PFJanuary 2024$15,244$28,800$251,503XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 2019–––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 38-3604317).

Questions about MCLENNAN FAMILY FOUNDATION

What is the EIN of MCLENNAN FAMILY FOUNDATION?
The employer identification number (EIN) of MCLENNAN FAMILY FOUNDATION is 38-3604317.
Is MCLENNAN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MCLENNAN FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCLENNAN FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MCLENNAN FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCLENNAN FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of MCLENNAN FAMILY FOUNDATION?
The 990-PF for the year ended January 31, 2026 lists 4 people; 0 received compensation from the organization.
How much revenue does MCLENNAN FAMILY FOUNDATION have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $13,225, expenses of $29,135 and total assets of $256,163 at year end.

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