McLean Contributionship
EIN 236396940
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$23.3M
12 grants · $2.9M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$2.5M
typical big bets · $314K–$2.9M
grant size
100%
deep partner · 2/2 multi-year
repeat
$70.2M
Assets (2023)
2
Distinct Recipients
About
INVESTMENT MANAGER
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
McLean Contributionship
Phone
(610) 989-8090
Deadlines
The Trustees meet several times a year, and the Contributionship accepts and processes applications
How to Apply
We prefer that applications be submitted online: https://fdnweb.org/mclean/grant-application-procedure/ If you choose not to submit online: The Contributionship accepts the common grant application of Philanthropy Network Greater Philadelphia. Application also can be made by a letter, which describes and justifies the project. A budget and timetable is required as well as a strategy for securing funding. Financial commitment by a charity's trustees to a project is an important indicator for the Contributionship. A financial statement for the latest year should accompany each application in addition to interim operating statements or budgets for future periods if appropriate. Evidence of tax-exempt status is required plus a list of officers and directors. Information about funds raised and whether the Board has committed any funds towards the project should also be included. Deadline dates for current year are listed on the website.
Restrictions
The Contributionship does not fund the costs or expenses of existing staff allocated to a project it is asked to support. The Trustees believe the resources of The Contributionship can be used most effectively by making a relatively limited number of grants for projects of long-term benefit-rather than by underwriting continuing operating expenses. The Trustees focus on capital projects: bricks and mortar, endowment for purposes outlined below. Capital is considered to be a physical item with at least a three to five year life span. The Trustees may make grants in ways to encourage the successful funding of projects. PURPOSES The Contributionship favors projects in the Greater Philadelphia area when they enhance the lives of those living there. The Trustees consider the Greater Philadelphia area to be Chester, Delaware, Montgomery, Philadelphia and Lower Bucks Counties
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2.6M | $46.7M | $3.0M | 2 |
| 2017 | $2.6M | $53.0M | $4.8M | 2 |
| 2018 | $5.2M | $51.2M | $3.7M | 2 |
| 2019 | N/A | $61.1M | $3.1M | N/A |
| 2020 | $2.9M | $68.8M | $5.3M | 2 |
| 2021 | $3.5M | $75.4M | $5.1M | 2 |
| 2022 | $3.3M | $59.3M | $8.5M | 1 |
| 2023 | $3.2M | $70.2M | $4.8M | 1 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$25K
25th Pctl
$314K
Median
$2.5M
Average
$1.9M
75th Pctl
$2.9M
Maximum
$3.5M
Geographic Distribution
Officers & Directors
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
DL
Diana McLean Liefer
8+ yrs
Trustee
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
DL
Diana McLean Liefer
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
DL
Diana McLean Liefer
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
DL
Diana McLean Liefer
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
DL
Diana McLean Liefer
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
WM
Wendy W McLean
8+ yrs
Trustee
DL
Diana McLean Liefer
8+ yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
MM
Martha Morris
6 yrs
Advisory Trustee
MS
Marrea D Walker Smith
6 yrs
Advisory Trustee
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
OB
Otis Bullock Jr
8+ yrs
Advisory Trustee
CR
Carolyn Raymond
2 yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
DL
Diana McLean Liefer
8+ yrs
Trustee
SH
Stephen Holt
7 yrs
Advisory Trustee
JB
John Bales
8+ yrs
Trustee Chairman
Leadership
SM
Sandra McLean
8+ yrs
Trustee/Executive Director/Secr/V Chair
Leadership
CC
Charles Catherwoood
8+ yrs
Treasurer
Leadership
DL
Diana McLean Liefer
8+ yrs
Trustee
WM
Wendy W McLean
8+ yrs
Trustee
CR
Carolyn Raymond
2 yrs
Trustee
OB
Otis Bullock Jr
8+ yrs
Advisory Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Detail Available at Foundation Office Attached | Wayne, PA | $3,468,152 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2021 |
| Detail Available at Foundation Office Attached | Wayne, PA | $3,297,382 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2022 |
| Detail Available at Foundation Office Attached | Wayne, PA | $3,190,522 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2023 |
| Detail Available at Foundation Office Attached | Wayne, PA | $2,864,280 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2020 |
| Detail Available at Foundation Office Attached | Wayne, PA | $2,593,465 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2018 |
| Various available at the office of the Foundation | Wayne, PA | $2,593,465 | Various purposes restricted and non restricted in the amount of $2,593,465. In addition, 319,000 has been accrued... | 2018 |
| Detail Available at Foundation Office Attached | Wayne, PA | $2,416,640 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2017 |
| Detail Available at Foundation Office Attached | Wayne, PA | $2,225,532 | General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment... | 2016 |
| Various available at the office of the Foundation | Wayne, PA | $345,000 | Various purposes restricted and non restricted in the amount of $345,000. | 2016 |
| Various available at the office of the Foundation | Wayne, PA | $220,000 | Various purposes restricted and non restricted in the amount of $220,000. | 2017 |
| Various available at the office of the Foundation | Wayne, PA | $75,000 | Various purposes restricted and non restricted in the amount of $75,000. In addition, has been accrued for future... | 2020 |
| Various available at the office of the Foundation | Wayne, PA | $25,000 | Various purposes restricted and non restricted in the amount of $25,000. In addition, has been accrued for future... | 2021 |