Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT MCLEAN FOUNDATION TR
 
% K ALVIGGI
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 355
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

46-7026896
B Telephone number (see instructions)

(973) 744-7040
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,436,766J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 205,463 205,463 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
210,022
b Gross sales price for all assets on line 6a 2,797,348
7 Capital gain net income (from Part IV, line 2)... 210,022
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 415,485 415,485 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,987 41,990 0 13,997
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,659 37,244 0 12,415
17 Interest............... 13 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,594 4,594 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
2,933 2,768 0 165
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 153,186 86,596 0 26,577
25 Contributions, gifts, grants paid....... 537,800 517,300
26 Total expenses and disbursements. Add lines 24 and 25 690,986 86,596 0 543,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -275,501
b Net investment income (if negative, enter -0-) 328,889
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 386,910 256,136 256,136
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 821,942 Click to see attachment
List of Attached Documents:
// Content
900,338 		918,341
b Investments—corporate stock (attach schedule)....... 5,198,087 Click to see attachment
List of Attached Documents:
// Content
5,490,402 		6,991,144
c Investments—corporate bonds (attach schedule)....... 1,191,373 Click to see attachment
List of Attached Documents:
// Content
1,215,920 		1,271,145
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
540,000 		0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,138,312 7,862,796 9,436,766
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,138,312 7,862,796
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,138,312 7,862,796
30 Total liabilities and net assets/fund balances (see instructions). 8,138,312 7,862,796
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,138,312
2
Enter amount from Part I, line 27a .....................
2
-275,501
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,862,811
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,862,796
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Public Traded Securities      
b Public Traded Securities      
c Public Traded Securities      
d Public Traded Securities      
e Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,877 0 8,719 1,158
b 10,374 0 8,588 1,786
c 7,818 0 6,298 1,520
d 3,869 0 4,698 -829
e 5,611 0 6,812 -1,201
4,078 0 4,933 -855
3,479 0 4,228 -749
1,739 0 2,114 -375
4,319 0 4,002 317
6,382 0 2,208 4,174
3,328 0 2,551 777
26,422 0 21,183 5,239
5,565 0 5,820 -255
10,814 0 9,574 1,240
3,992 0 3,570 422
6,408 0 6,657 -249
2,548 0 2,295 253
2,175 0 1,669 506
8,356 0 6,503 1,853
11,179 0 12,804 -1,625
2,565 0 2,295 270
8,989 0 8,195 794
2,714 0 2,031 683
2,599 0 2,003 596
7,018 0 8,148 -1,130
3,372 0 3,060 312
3,333 0 2,538 795
2,181 0 1,669 512
908 0 1,058 -150
2,817 0 2,550 267
1,003 0 762 241
3,839 0 4,550 -711
1,130 0 1,020 110
15,254 0 16,819 -1,565
3,335 0 3,857 -522
10,571 0 8,365 2,206
6,758 0 7,616 -858
7,549 0 8,717 -1,168
7,059 0 7,933 -874
1,587 0 1,902 -315
10,783 0 12,059 -1,276
1,603 0 1,955 -352
17,900 0 13,376 4,524
6,848 0 6,029 819
10,865 0 11,865 -1,000
4,356 0 3,278 1,078
4,200 0 3,719 481
23,309 0 17,048 6,261
10,844 0 6,798 4,046
12,129 0 10,611 1,518
5,881 0 4,038 1,843
6,126 0 4,165 1,961
10,111 0 1,228 8,883
11,182 0 9,817 1,365
12,455 0 9,163 3,292
32,659 0 26,820 5,839
14,031 0 9,902 4,129
5,547 0 4,006 1,541
5,580 0 3,748 1,832
3,734 0 2,499 1,235
2,262 0 1,218 1,044
3,168 0 2,082 1,086
1,256 0 1,042 214
1,507 0 1,259 248
4,595 0 3,046 1,549
489 0 456 33
3,428 0 2,910 518
5,225 0 4,854 371
3,262 0 1,781 1,481
3,759 0 2,499 1,260
2,019 0 1,679 340
2,019 0 1,687 332
4,183 0 2,792 1,391
4,172 0 3,534 638
4,666 0 4,314 352
7,710 0 5,741 1,969
3,505 0 2,082 1,423
5,673 0 4,175 1,498
2,828 0 1,666 1,162
12,861 0 9,704 3,157
12,884 0 1,328 11,556
10,280 0 8,723 1,557
6,204 0 5,234 970
200,000 0 200,000 0
140,000 0 140,000 0
100,000 0 100,000 0
100,000 0 100,000 0
36,018 0 35,049 969
9,095 0 8,910 185
9,000 0 8,933 67
9,033 0 8,946 87
9,000 0 9,036 -36
9,165 0 8,986 179
3,000 0 2,963 37
9,077 0 9,007 70
9,000 0 8,644 356
9,000 0 8,889 111
15,191 0 14,890 301
36,515 0 36,174 341
36,961 0 36,825 136
34,949 0 34,091 858
6,030 0 5,848 182
9,000 0 8,865 135
8,140 0 8,107 33
8,923 0 8,749 174
4,069 0 4,031 38
37,000 0 36,537 463
8,891 0 8,544 347
8,905 0 8,678 227
49,874 0 47,924 1,950
9,000 0 8,865 135
35,416 0 33,829 1,587
9,000 0 8,770 230
5,109 0 5,045 64
4,289 0 3,714 575
1,322 0 1,143 179
1,660 0 1,428 232
2,311 0 2,000 311
967 0 857 110
4,242 0 3,714 528
3,592 0 3,142 450
4,202 0 3,714 488
26 0 23 3
721 0 562 159
1,440 0 1,124 316
577 0 450 127
1,035 0 1,126 -91
1,581 0 1,732 -151
1,745 0 1,905 -160
1,910 0 2,078 -168
1,778 0 1,905 -127
1,285 0 1,385 -100
558 0 606 -48
715 0 779 -64
316 0 346 -30
866 0 952 -86
1,435 0 1,558 -123
960 0 1,039 -79
400 0 433 -33
964 0 1,039 -75
1,623 0 1,732 -109
731 0 779 -48
80 0 87 -7
2,430 0 1,989 441
5,928 0 2,805 3,123
7,160 0 4,933 2,227
503 0 346 157
11,008 0 4,674 6,334
2,544 0 2,184 360
5,984 0 5,018 966
4,763 0 5,000 -237
15,161 0 15,507 -346
1,703 0 2,032 -329
2,480 0 2,129 351
4,372 0 4,464 -92
2,895 0 2,834 61
5,769 0 5,926 -157
8,234 0 6,088 2,146
4,994 0 4,187 807
4,501 0 4,633 -132
4,351 0 3,429 922
9,378 0 6,372 3,006
2,732 0 2,445 287
5,060 0 4,023 1,037
2,271 0 1,676 595
7,212 0 7,011 201
773 0 729 44
16,139 0 15,022 1,117
13,088 0 13,591 -503
13,866 0 12,533 1,333
63 0 54 9
641 0 0 641
2,913 0 2,364 549
3,886 0 4,016 -130
7,262 0 3,958 3,304
3,567 0 3,485 82
1,602 0 1,223 379
5,945 0 6,070 -125
3,026 0 3,850 -824
5,020 0 2,767 2,253
3,839 0 2,965 874
2,322 0 1,434 888
2,957 0 3,947 -990
10,437 0 17,236 -6,799
25,004 0 16,118 8,886
2,628 0 3,853 -1,225
9,135 0 10,354 -1,219
7,682 0 9,644 -1,962
4,310 0 4,867 -557
13,654 0 7,716 5,938
8,319 0 12,734 -4,415
4,977 0 5,878 -901
3,617 0 3,897 -280
9,199 0 7,698 1,501
9,453 0 7,973 1,480
9,648 0 6,704 2,944
9,788 0 9,146 642
9,645 0 9,315 330
3,504 0 3,493 11
3,034 0 3,028 6
3,925 0 3,959 -34
10,565 0 10,480 85
26,088 0 26,084 4
8,493 0 6,397 2,096
9,356 0 6,397 2,959
25,380 0 12,794 12,586
20,872 0 12,885 7,987
6,208 0 6,681 -473
6,442 0 6,896 -454
7,810 0 8,405 -595
3,147 0 4,357 -1,210
4,858 0 5,257 -399
10,288 0 11,416 -1,128
1,353 0 1,309 44
1,927 0 1,869 58
2,862 0 2,804 58
4,825 0 4,673 152
3,412 0 3,271 141
4,405 0 4,299 106
15,312 0 12,897 2,415
5,357 0 4,454 903
31,296 0 24,667 6,629
19,678 0 18,080 1,598
21,973 0 18,080 3,893
11,703 0 6,405 5,298
9,026 0 9,273 -247
10,710 0 8,389 2,321
11,533 0 12,252 -719
20,022 0 19,709 313
6,109 0 9,785 -3,676
4,484 0 7,276 -2,792
8,519 0 14,331 -5,812
5,829 0 9,640 -3,811
11,617 0 6,664 4,953
9,665 0 8,905 760
1,993 0 1,862 131
1,989 0 1,862 127
2,293 0 2,172 121
5,791 0 5,481 310
2,796 0 2,585 211
4,288 0 4,033 255
4,618 0 4,120 498
10,551 0 9,235 1,316
642 0 505 137
1,492 0 1,179 313
2,990 0 2,359 631
3,533 0 2,696 837
6,867 0 5,223 1,644
19,497 0 14,153 5,344
2,704 0 3,288 -584
12,490 0 14,206 -1,716
10,434 0 10,479 -45
9,743 0 8,898 845
11,017 0 6,376 4,641
10,041 0 9,084 957
1,770 0 1,568 202
3,984 0 3,529 455
3,992 0 3,529 463
16,053 0 18,409 -2,356
26,667 0 41,737 -15,070
9,266 0 9,745 -479
36,846 0 39,606 -2,760
2,789 0 3,039 -250
12,782 0 11,089 1,693
11,420 0 2,952 8,468
8,516 0 2,214 6,302
22,334 0 13,208 9,126
21,820 0 13,432 8,388
9,805 0 14,717 -4,912
14,390 0 23,303 -8,913
7,468 0 11,856 -4,388
772 0 1,324 -552
1,154 0 1,135 19
173,575 0 150,000 23,575
13 0 0 13
13 0 0 13
11 0 0 11
10 0 0 10
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,158
b       1,786
c       1,520
d       -829
e       -1,201
      -855
      -749
      -375
      317
      4,174
      777
      5,239
      -255
      1,240
      422
      -249
      253
      506
      1,853
      -1,625
      270
      794
      683
      596
      -1,130
      312
      795
      512
      -150
      267
      241
      -711
      110
      -1,565
      -522
      2,206
      -858
      -1,168
      -874
      -315
      -1,276
      -352
      4,524
      819
      -1,000
      1,078
      481
      6,261
      4,046
      1,518
      1,843
      1,961
      8,883
      1,365
      3,292
      5,839
      4,129
      1,541
      1,832
      1,235
      1,044
      1,086
      214
      248
      1,549
      33
      518
      371
      1,481
      1,260
      340
      332
      1,391
      638
      352
      1,969
      1,423
      1,498
      1,162
      3,157
      11,556
      1,557
      970
      0
      0
      0
      0
      969
      185
      67
      87
      -36
      179
      37
      70
      356
      111
      301
      341
      136
      858
      182
      135
      33
      174
      38
      463
      347
      227
      1,950
      135
      1,587
      230
      64
      575
      179
      232
      311
      110
      528
      450
      488
      3
      159
      316
      127
      -91
      -151
      -160
      -168
      -127
      -100
      -48
      -64
      -30
      -86
      -123
      -79
      -33
      -75
      -109
      -48
      -7
      441
      3,123
      2,227
      157
      6,334
      360
      966
      -237
      -346
      -329
      351
      -92
      61
      -157
      2,146
      807
      -132
      922
      3,006
      287
      1,037
      595
      201
      44
      1,117
      -503
      1,333
      9
      641
      549
      -130
      3,304
      82
      379
      -125
      -824
      2,253
      874
      888
      -990
      -6,799
      8,886
      -1,225
      -1,219
      -1,962
      -557
      5,938
      -4,415
      -901
      -280
      1,501
      1,480
      2,944
      642
      330
      11
      6
      -34
      85
      4
      2,096
      2,959
      12,586
      7,987
      -473
      -454
      -595
      -1,210
      -399
      -1,128
      44
      58
      58
      152
      141
      106
      2,415
      903
      6,629
      1,598
      3,893
      5,298
      -247
      2,321
      -719
      313
      -3,676
      -2,792
      -5,812
      -3,811
      4,953
      760
      131
      127
      121
      310
      211
      255
      498
      1,316
      137
      313
      631
      837
      1,644
      5,344
      -584
      -1,716
      -45
      845
      4,641
      957
      202
      455
      463
      -2,356
      -15,070
      -479
      -2,760
      -250
      1,693
      8,468
      6,302
      9,126
      8,388
      -4,912
      -8,913
      -4,388
      -552
      19
      23,575
      13
      13
      11
      10
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 210,022
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,572
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,572
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,572
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,940
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,368
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,368 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressright arrowN A
14
The books are in care ofright arrowKAREN S ALVIGGI Telephone no.right arrow (973) 744-7040

Located atright arrowPO BOX 355PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN F HOLZINGER JRClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
1.00 		13,997 0 0
101 PARK STREET
MONTCLAIR,NJ07042
ANNE VANDYKEClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
1.00 		13,997 0 0
101 Park Street
MONTCLAIR,NJ07042
KATHLEEN HAMILTONClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
1.00 		13,997 0 0
101 Park Street
MONTCLAIR,NJ07042
LAURA MAMADOPOLOUSClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
1.00 		13,997 0 0
101 Park Street
MONTCLAIR,NJ070422963
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,275,644
b
Average of monthly cash balances.......................
1b
298,586
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,574,230
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,574,230
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
143,613
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,430,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
471,531
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
471,531
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,572
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
4,572
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
466,959
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
466,959
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
466,959
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
543,877
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
543,877
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 466,959
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 31,785
c From 2021......  
d From 2022...... 15,393
e From 2023...... 7,691
f Total of lines 3a through e ........ 54,869
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 543,877
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 466,959
e Remaining amount distributed out of corpus 76,918
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 131,787
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		131,787
10 Analysis of line 9:
a Excess from 2020.... 31,785
b Excess from 2021.... 0
c Excess from 2022.... 15,393
d Excess from 2023.... 7,691
e Excess from 2024.... 76,918
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN F HOLZINGER JR
274 HARDSCABBLE ROAD
PO BOX 355
NORTH SALEM,NY10560
(973) 774-7040
jfh@barhiteandholzinger.com
bThe form in which applications should be submitted and information and materials they should include:
A WRITTEN REQUEST SUMMARIZING THE PURPOSE OF THE ORGANIZATION REASON FOR THE REQUEST MEMBERS OF THE BOARD AND TAX IDENTIFICATION NUMBER.
cAny submission deadlines:
SEPTEMBER 30TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE GRANTED TO CHARITABLE ORGANIZATIONS EITHER SUPPORTED BY ROBERT D MCLEAN DURING HIS LIFETIME OR SUPPORTED BY THE TRUSTEES OF THE FOUNDATION.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
BAT CONSERVANCY INTERNATIONAL


500 N CAPITAL OF TEXAS HWY
AUSTIN,TX78759 		No Relationship PC OPERATING EXPENSES 0

FRIENDS OF KAREN INC

118 TITICUS ROAD
NORTH SALEN,NY10560 		No Relationship PC OPERATING EXPENSES 24,000

NEW ENGLAND ANIMAL HEALTH

38 BAYWAY AVENUE
BRIGHTWATERS,NY11718 		No Relationship PC OPERATING EXPENSES 52,200

OCEAN ALLIANCE

32 HORTON STREET
GLOUCESTER,MA01930 		No Relationship PC OPERATING EXPENSES 46,000

PUTNAM COUNTY HUMANE SOCIETY

PO BOX 297
CARMEL,NY10512 		No Relationship PC OPERATING EXPENSES 15,000

AVERYCOPP HOUSE MUSEUM

154 THAMES STREET
GROTON,CT06340 		No Relationship PC OPERATING EXPENSES 5,000

RMMS FOUNDATION

PO BOX 1306
NEW LONDON,CT06320 		No Relationship PC OPERATING EXPENSES 12,000

RIP MEDICAL DEBT

2807 JACKSON AVE
FL5
LONG ISLAND,NY111013459 		No Relationship PC OPERATING EXPENSES 12,000

TEAM MOBILE FELINE UNIT

PO BOX 591
WESTBROOK,CT06498 		No Relationship PC OPERATING EXPENSES 12,000

SKYLANDS ANIMAL SHELTER AND SANCTUARY

56 COMPTON ROAD
WANTAGE,NJ07461 		No Relationship PC OPERATING EXPENSES 5,100

ELEVENTH HOUR RESCUE

PO BOX 218
ROCKAWAY,NJ07866 		No Relationship PC OPERATING EXPENSES 20,000

MYSTIC PAPER BEASTS THEATER COMPANY

8 HANCOX STREET
STONINGTON,CT06378 		No Relationship PC OPERATING EXPENSES 10,000

NEW FREEDOM FARM

PO BOX 125
BUCHAMAM,VA24066 		No Relationship PC OPERATING EXPENSES 25,000

PET RESCUE

PO BOX 393
LARCHMONT,NY10538 		No Relationship PC OPERATING EXPENSES 12,000

WARRIOR RANCH FOUNDATION

1179 EDWARDS AVENUE
CALVERTON,NY11933 		No Relationship PC OPERATING EXPENSES 15,000

ANIMAL NATION

PO BOX 905
RYE,NY10580 		No Relationship PC OPERATING EXPENSES 66,000

THE LAND CONSERVANCY OF NJ

119 BOONTON AVENUE
BOONTON,NJ17005 		No Relationship PC OPERATING EXPENSES 3,000

BOBBI AND THE STRAYS

107 57 100TH STREET
OZONE PARK,NY114172634 		No Relationship PC OPERATING EXPENSES 3,000

MT PLEASANT ANIMAL SHELTER

194 ROUTE 10 WEST
EAST HANOVER,NJ07936 		No Relationship PC OPERATING EXPENSES 22,500

NEW JERSEY CONSERVATION

170 LONGVIEW RD
FAR HILLS,NJ079312623 		No Relationship PC OPERATING EXPENSES 3,000

UNION CONGREGATIONAL CHURCH

176 COOPER AVENUE
MONTCLAIR,NJ07042 		No Relationship PC OPERATING EXPENSES 3,000

STANDARDBRED RETIREMENT FOUNDATION

353 SWEETMANS LANCE
MILLSTONE,NJ08535 		No Relationship PC OPERATING EXPENSES 146,000

WOMENS CLUB OF UPPER MONTCLAIR

200 COOPER AVENUE
UPPER MONTCLAIR,NJ07043 		No Relationship PC OPERATING EXPENSES 3,000

THE POUND ANIMAL WELFARE SOCIETY OF MONTCLAIR

PO BOX 149
MONTCLAIR,NJ07042 		No Relationship PC OPERATING EXPENSES 23,000
Total .................................right arrow 3a 537,800
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0 3 203,208 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 215,993 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 419,201 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
419,201
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Statement:
THIS PRIVATE FOUNDATION DOES NOT ENGAGE IN FUND RAISING ACTIVITIES. THE FOUNDATION WAS CREATED BY AN ESTATE AND AKK EXPENDITURES ARE MAFE FROM THE INVESTMENTS RESULTING FROM THE INITIAL FUNDING. THE ATTORNEY GENERAL FOR THE STATE OF NJ ONLY REQUIRES A RETURN FOR FOUNDATUIONS SOLITING CONTRIBUTIONS FROM OTHERS.

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP 02.875 percent 011526 DTD081720 FC011521 CALL 8,431 8,808
AIR LEASE CORP NTS B/E 05.300 percent 02/01/28 DTD O1/13/23 FC08/01/23 CALL 8,811 9,076
AMER AXLE & MANF INC NTS 04/01/27 DTD 10/01/17 FC 04/01/18 CALL 8,874 8,900
AMERICAN EXPRESS CO NTS 06.338 percent 10/30/26 DTD 10/30/23 FC 04/30/24 B/E CALLABLE 09/30/26 0 0
AMERICAN EXPRESS CO NTS B/E 04.050 percent 050329 DTDO5O322 FC110322 0 0
AMERIGAS PARTNERS NTS B/E 05.500 percent 05/20/25 DTD 1228/16 FC 05/20/17 CALL 2,924 2,982
APPLE INC NTS B/E OID 01.650 percent 051130 DTD051120 FC111120 CALL 0 0
BANK OF AMER CORP MED TERM NTS RATE 4.2 percent MATURES 8/26/24 0 0
BANK OF AMER CORP NTS 01.530 percent 120625 DTD120621 CALL 0 0
BANK OF AMERICA CORP NTS 05.080 percent 01/20/27 DTD 10/30/23 FC 07/20/23 CALL 8,850 9,026
BOYD GAMING CORP NTS B/E 04.750 percent 120127 DTO060120 CALL 8,465 8,701
BROADCOM INC NTS B/E 04.150 percent 111530 DTD050820 FC111520 CALL 9,129 9,565
CALLON PETROLEUM CO NTS 06.375 percent 070126 DTD060718 FC010119 B/E 0 0
CENTENE CORP B/E 02.500 percent 030131 DTD021721 FC090121 CALL 8,733 9,098
CENTENE CORP NTS B/E 04.250 percent 121527 DTD120619 CALL 8,456 8,732
CHARLES SCHWAB CORP NTS 02.300 percent 051331 DTD051321 FC111321 B/E 14,993 16,154
CHARTER COMM OPT LLC/CAP 02.800 percent 040131 DTD041720 CALL 8,858 9,281
CHARTER COMM OPT LLC/CAP 04.908 percent 07/23/25 DTD 07/23/16 FC 01/23/17 CALL 8,819 8,989
CHEMOURS CO NTS B/E 05.375 percent 05/15/27 DTD 05/23/17 FC111517 CALL 11,344 11,550
CHENIERE ENERGY PARTNERS 04.000 percent 03/01/31 DTD 09/01/21 CALL 8,692 9,253
CITIGROUP INC 03.700 percent 01/12/26 DTD 01/12/16 FC 07/12/16 35,550 36,629
CITIGROUP INC NTS B/E 03.070 percent 022428 DTD021622 FC082422 CALL 9,204 9,616
CITIGROUP INC NTS B/E 03.290 percent 031726 DTD031722 FC091722 0 0
CLEVELAND-CLIFFS INC NTS 05.875 percent 060127 DTD120119 CALL 8,873 8,949
COLUMBIA/HCA HEALTHCARE 07.690 percent 06/15/25 DTD 06/30/95 FC 12/15/95 0 0
COMCAST CORP NTS B/E 03.950 percent 10/15/25 DTD 10/05/18 FC 04/15/19 CALL 36,078 36,808
CROWN CORK SEAL B/E 07.375 percent 12/15/26 DTD 12/17/96 CALL 9,284 9,234
DANA HLDG CORP NTS B/E 05.375 percent 111527 DTD112019 CALL 8,539 8,871
DCP MIDSTREAM OPER LP 05.625 percent 071527 DTD061720 FC011521 CALL 4,995 5,068
DICOVERY COMM INC NTS 03.95 percent 03/20/28 DTD 09/21/17 FC 03/20/18 CALl 9,245 9,469
DISCOVERY COMMUNICATIONS 03.625 percent 051530 DTD051820 FC111520 CALL 8,702 8,894
ENERGY TRANSFER PARTNERS CALL 0 0
EPR PROPERTIES NTS B/E 04.5000 percent 04/01/25 DTD 03/16/15 FC 10/05/15 CALL 8,739 8,978
EQT MIDSTREAM PARTNERS CALL 0 0
GENERAL MOTORS FINL CO 05.850 percent 040630 DTD040623 CALL 8,787 9,196
GENESIS ENERGY LP/FIN 06.250 percent 05/15/26 DTD 12/11/17 FC 05/15/18 CALL 0 0
GOLDMAN SACHS GROUP INC 02.640 percent 022428 DTD012422 FIX TO FLOATCALL 33,438 35,292
GOLDMAN SACHS GROUP INC 3.800 percent 031530 DTD031920 FC091520 CALL 5,403 5,631
GOODYEAR TIRE & RUBBER 04.875 percent 031527 DTD030717 FC091517 CALL 8,539 8,695
ICAHN ENTERPRISES L P / 6.375 percent 121525 DTD120617 FC061518 CALL 0 0
JP MORGAN CHASE & CO NTS 05.546 percent 06/15/25 DTD 12/15/22 CALL 0 0
JP MORGAN CHASE & CO NTS 05.546 percent 12/15/25 DTD 12/15/22 CALL 0 0
L BRANDS INC NTS B/E 06.694 percent 011527 DTD061818 FC011519 CALL 8,969 9,191
MAGALLANES INC NTS B/E 04.279 percent 031532 DTD031523 FC091523 8,698 8,815
MORGAN STANLEY B/E 4.000 percent 07/23/25 DTD 07/23/15 FC 01/23/16 CALL 35,960 36,848
MORGAN STANLEY NTS B/E 4.679 percent 071726 DTD072022 FC011723 CALL 8,807 8,991
NAVIENT CORP NTS B/E 06.750 percent 062525 DTD052617 FC122517 CALL 9,011 9,009
NEW YORK ST URBAN DEV CO TAX RV BE/R/ 1.880 031529 DTD 102121 59,445 62,861
NEWELL BRANDS INC NTS 04.875 percent 060125 DTD052620 CALL 0 0
NUSTAR LOGISTICS L P NTS 05.750 percent 100125 DTD091420 CALL 8,946 8,998
PACIFIC GAS & ELEC CO 03.450 percent 070125 DTD070120 FC010121 B/E 8,602 8,930
RADIAN GROUP INC NTS B/E 04.500 percent 100124 DTD092617 FC040118 CALL 0 0
RANGE RESOURCES CORP NTS 04.875 percent 051525 DTD111515 FC051516 CALL 8,873 8,970
ROYAL BK OF CANADA NTS 04.650 percent 012726 DTDO12716 FC072716 B/E 33,314 33,953
ROYAL CARIBBEAN CRUISES 07.500 percent 101527 DTD101497 FC041598 DEBS 9,248 9,440
SERVICE PPTYS TR NTS B/E 07.500 percent 091525 DTD061720 FC091520 CALL 0 0
SOUTHERN CALIF EDISON CO 05.300 percent 030128 DTD030223 FC090123 B/E CALL 9,000 9,103
SPRINGLEAF FIN CORP NTS 06.875 percent 031525 DTD031218 FC091518 CALL 0 0
STATE STREET CORP NTS 01.684 percent 111827 DTD111821 FC051822 FIX TO FLOAT 0 0
SUNOCO LP / SUNOCO FIN 06.000 percent 041527 DTDO31419 CALL 5,940 5,988
TENET HEALTHCARE CORP 06.250 percent 020127 DTD080122 FC020123 NTS B/E 8,929 8,993
TEVA PHARMACEUTICAL NE 03.150 percent 100126 DTD072116 FC040117 CALL 9,010 9,609
TRANSDIGM INC NTS B/E 07.500 percent 031527 DTDO91519 CALL 0 0
TRI POINTE GROUP INC NTS 5.250 percent 060127 DTD060817 FC120117 CALL 8,529 8,839
TRUIST FINANCIAL CORP 06.047 percent 060827 DTD060823 FC120823 NTS B/E 8,954 9,149
UNITED HEALTH GROUP INC 02.300 percent 051531 DTD051921 FC111521 CALL 15,641 16,105
US BANCORP NTS B/E 04.653 percent 020129 DTD02O123 FC080123 35,179 36,635
US BANCORP NTS B/E 05.775 percent 061229 DTD061223 FC121223 8,925 9,205
USA COMPRESSION PARTNERS 06.875 percent 0401 26 DTD100118 CALL 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF 198,914 191,671
VICI PROPERTIES LP NTS 04.375 percent 051525 DTD042922 FC111522 CALL 0 0
WELLS FARGO & CO B/E 04.897 percent 072533 DTD072522 FC012523 CALL 3,721 3,862
WELLS FARGO & CO NTS B/E 05.574 percent 072529 DTD072523 FC012524 8,923 9,139
WYNDHAM WORLDWIDE CORP 06.000 percent 040127 DTD032117 FC100117 CALL 0 0
FORD MOTOR CO NTS B/E 06.100 percent 081932 DTD081922 FCO21923 8,590 8,962
PNC FINANCIAL SERVICES 05.812 percent 061226 DTD061223 FC121223 NTS B/E 0 0
AECOM NTS B/E 05.125% 03/15/27 6,863 6,933
ASBURY AUTO GP INC NTS 04.5% 7,578 7,668
AT&T INC B/E 04.35% 03/01/29 36,173 35,239
BANKOF AMER CORP NTS 02.015% 35,478 35,880
BRISTOL-MYERS SQUIBB CO 04.90% 34,055 31,150
CANADIAN IMPERIAL BK 06.092%Q 4,300 4,183
CHENIERE ENERGY INC 04.625% 3,854 3,917
DPL INC NTS 04.125% 07/01/25 10,717 10,842
EVERSOURCE ENERGY 05.95%07/1 12,679 12,463
GENESIS ENERGY LP 08.00% 01/15 3,027 3,052
JP MORGAAN CHASE NTS 5.3% 06001 12,486 12,005
OCEANEERING INTL 6.00% 02/0/2 9,782 9,904
ONEMAIN FINL 3.5% 01/15/27 12,194 12,400
PG & E NTS B/E 5% 07/01/28 11,924 11,723
PACIFIC GAS & ELEC 5.9% 06/15 9,380 9,241
PNC FINL 05.582% 06/12/29 34,439 34,591
SEAGATE HDD CAYMAN 4.75% 01/01 11,909 12,000
SERVICE CORP INTL 4.625% 12/15 11,758 11,675
TRAVEL LEISURE CO 06.00% 04 8,663 9,002
WESTERN MIDSTREAM NTS 6.35% 3,124 3,102
EVERSOURCE ENERGY 05.95% 12,660 12,297
BP CPTL MARK AMER INC CALL@MW+ 4,992 50,023
CEDAR FAIR/MAGNUM/MI 5.37% 10,843 10,883
ICAHN ENTERPRISES LP/0BP RATE 11,452 11,361
HOME DEPOT INC NTS B/E CALL@MW 34,871 35,074
TRANSDIGM INC NTS B/E CALL@MW+ 9,836 9,826

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 23,569 23,979
ABBVIE INC COM 40,691 52,599
ADIDAS AG SPON ADR 8,770 11,568
ADVANCED MICRO DEVICES INC 33,964 34,788
AIA GROUP LTD SPON ADR 23,745 19,309
AIR LIQUIDE ADR FRANCE ADR 13,785 13,835
AIRBUS SE UNSPONSORED ADR 18,583 21,830
ALLEGION PLC 14,495 18,557
ALPHABET INC CL A 88,852 127,399
AMAZON.COM INC 139,003 214,563
AMERICA MOVIL S A B DE C V CL B SPON ADR 0 0
AMERICAN EXPRESS CO 44,864 83,398
AMERICAN TOWER CORP 10,825 27,878
AMERIPRISE FINANCIAL INC 16,357 26,089
ANHEUSER BUSCH INBEV SPON ADR 20,753 16,523
ANSYS INC 0 0
APPLE INC 64,732 201,588
APPLIED MATERIALS INC 0 0
ASML HLDG NV SPON ADR 69,261 67,922
ASPEN TECHNOLOGY INC 16,407 23,465
ASSA ABLOY AB ADR 0 0
ASTRAZENECA PLC SPON ADR 77,774 79,148
B&M EUROPEAN VALUE RETAIL SA 5,289 3,739
BECTON DICKINSON & CO 0 0
BEIGENE LTD SPON ADR 6,459 6,650
BENTLEY SYSTEMS INC CL B 31,900 28,954
BERKLEY W R CORP 20,499 26,568
BHP GROUP LTD SPON ADR 5,911 5,029
BOSTON SCIENTIFIEC 22,398 39,211
BP PLC SPONS ADR 9,744 11,528
BRIGHT HORIZONS FAMILY SOLUTIONS INC 12,816 17,071
BRITISH AMER TOBACCO PLC GB SPON ADR 8,179 9,625
BROADCOM INC 103,924 218,857
CAPGEMINI S E UNSPONSORED ADR 24,114 20,872
CDN NATL RAILWAY CO CAD 20,717 17,764
CHARLES RIVER LABORATORIES 17,185 17,906
CHEMED CORP NEW 16,862 15,364
CHIPOLTE MEXICAN GRILL INC 29,727 39,375
CHOICE HOTELS INTL INC NEW 17,255 21,439
CISCO SYSTEMS INC 0 0
CME GROUP INC 27,587 29,725
COCA COLA CO 0 0
COMPAGNIE FINANCIERE RICHEMONT AG ADR 0 0
CONOCOPHILLIPS 40,528 35,205
COOPER COMPANIES INC NEW 24,357 26,844
COSTCO WHOLESALE CORP 0 0
CROWN CASTLE INC REIT 0 0
CVS HEALTH CORPORATION 0 0
DAIICHI SANKYO CO LTD SPON ADR 20,904 19,785
DAIKIN INDS LTD ADR 13,004 10,267
DANAHER CORP 0 0
DANONE SPON ADR 9,699 10,577
DASSAULT SYSTEMS S A SPON ADR 0 0
DES GROUP HLDGS LTD. SPON ADR 17,223 24,712
DNB BK ASA SPON ADR 11,144 12,438
DOLBY LABORATORIES INC CL A 0 0
DSV NS ADR 13,061 18,054
EMERSON ELECTRIC CO 25,063 33,585
ENGIE SPON ADR 16,198 16,446
EPIROC AKTIEBOLAG ADR 22,121 22,256
EQUIFAX INC 17,191 23,701
ESSILORLUXOTTICA ADR 23,796 30,771
EXPONENT INC 12,005 14,523
EXXON MOBIL CORP 91,250 95,199
FAIR ISAAC CORP 5,609 11,946
FEDEX CORP 11,395 11,816
FUJITSU LTD ADR NEW JAPAN ADR 8,051 10,940
GENMAB A S SPON ADR 13,440 8,953
GIVAUDAN SA ADR 15,217 19,331
GOLDMAN SACHS GROUP INC 48,680 87,038
HDFC BANK LTD ADR REPSTG 3 ORD SHS 0 0
HENRY JACK & ASSOC INC 18,134 21,211
HERMES INTL SCA ADR 13,953 16,732
HITACHI LTD ADR NEW JAPAN 13,887 22,653
HOME DEPOT INC 42,674 47,457
HONEYWELL INTERNATIONAL INC 0 0
HONG KONG EXCHANGES & CLEARING LTD ADR 9,615 11,747
IBERDROLA SA SPON ADR 8,751 10,642
IMPERIAL BRANDS PLC SPON ADR 9,960 13,429
INDUSTRIA DE DISENO TEXTIL IND ADR 17,431 24,235
INTERACTIVE BROKERS GROUP INC CL A 15,329 33,391
INTUIT 29,747 35,825
INTUITIVE SURGICAL 22,639 43,323
ISHARES CORE S&P SMALL-CAP ETF DE 130,554 163,267
ISHARES CORE S&P MIDCAP ETF DE 120,315 165,433
ITOCHU CORP ADR JAPAN ADR 23,158 27,203
JP MORGAN CHASE & CO 37,878 97,802
KERING S A UN SPONSORED ADR 0 0
KEYENCE CORP ORD JPY 18,546 19,047
LENNOX INTL INC 24,452 37,777
LILY ELI & CO 61,486 80,288
LINDE PLC NEW EUR 70,966 75,779
LOCKHEED MARTIN CORP 42,588 44,221
LONDON STK EXCHANGE UNSPONSORED ADR 28,596 38,688
LONZA GROUP AG ADR 0 0
LOREAL CO ADR FRANCE ADR 26,242 20,560
LPL FINL HLDGS INC COM 21,809 31,998
LVMH MOET HENNESSY LOUIS ADR 23,894 22,087
MARUBENI CORP ADR JAPAN ADR 10,209 10,071
MASTERCARD INC CL A 51,063 64,768
MCDONALDS CORP 51,030 53,050
MERCADOLIBRE INC 0 0
MERCK & CO INC NEW 57,423 45,064
META PLATFORMS INC CL A 86,162 154,575
MICROSOFT CORP 105,261 305,166
MORGAN STANLEY 47,466 80,587
MTU AFRO ENGINES HLDGS AG ADR 8,110 13,751
NESTLE S A SPONSORED ADR REPSTG REG SHS 29,360 21,651
NETEASE INC SPON ADR 6,563 5,174
NICE LTD SPON ADR 0 0
NIDEC CORP ADR 0 0
NIKE INC CL B 0 0
NIPPON TELEG & TEL CORP SPON ADR 0 0
NITORI HLDGS CO LTD ADR 5,729 6,394
NOKIA CORP SPONS ADR FINLAND ADR 0 0
NOMURA RESEARCH INSTITUTE LTD ADR 15,104 15,836
NORDSON CORP 21,930 20,715
NORFOLK STHN CORP 50,274 57,736
NOVO NORDISK ADR DENMARK ADR 47,306 40,601
O REILLY AUTOMOTIVE INC 26,983 32,017
ORACLE CORP 76,684 90,652
PALO ALTO NETWORKS INC 28,500 36,028
PARKER HANNIFIN CORP 28,500 33,074
POOL CORP 25,477 25,911
PROCTER & GAMBLE CO 69,376 76,616
PROLOGIS INC COM 35,680 36,467
RECKITT BENCKISER PLC SPON ADR 0 0
RECRUIT HLDGS CO LTD UN SPONSORED ADR 9,838 22,240
RELX PLC SPON ADR 21,249 25,662
ROCKWELL AUTOMATION INC NEW 0 0
ROLLINS INC 17,684 21,553
ROYAL KPN N.V. SPON ADR 10,710 11,286
S&P GLOBAL INC 16,781 21,415
SAFRAN SA ADR 33,203 44,309
SAIA INC 16,041 18,685
SALESFORCE 31,409 49,481
SAP SE SPON ADR 42,534 61,799
SCHLUMBERGER LTD NETHERLANDS ANTILLES 0 0
SCOTTS MIRACLE-GRO CO CL A 9,674 12,605
SHERWIN WILLIAMS CO 28,621 36,373
SHIN ETSU CHEM CO LTD ADR 13,285 13,844
SHOPIFY INC CL A 6,020 10,527
SIKA AG UNSPONSORED ADR 17,363 16,324
SITEONE LANDSCAPE SUPPLY INC 13,834 14,363
SMC CORP YEN SHS ORD JPY 17,720 13,090
STMICROELECTRONICS N.V EUR 0 0
STRAUMANN HLDG AG ADR 7,837 7,756
SYSCO CORP 35,410 40,753
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 18,042 38,708
TDK CORP ADR JAPAN ADR 10,704 17,366
TELEDYNE TECHNOLOGIES INC 15,457 19,029
TERADYNE INC 12,291 17,881
TERUMO CORP ADR 5,068 7,098
TFI INTL INC CAD 11,350 13,914
THERMO FISHER SCIENTIFIC INC 23,246 25,491
THOR INDUSTRIES INC 19,470 20,195
TJX COS INC NEW 41,319 55,331
TOKYO ELECTRON LTD ADR 11,647 12,078
TOTAL ENERGIES SE SPON ADR 39,136 32,646
TRAVELERS COS INC THE 22,696 31,797
UNICHARM CORP SPON ADR 5,803 3,651
UNION PACIFIC CORP 28,901 27,553
UNITED PARCEL SERVICE-B 24,916 25,997
UNITEDHEALTH GROUP INC 120,612 112,806
UNTD OVERSEAS BK LTD SPONS ADR 0 0
VANGUARD FTSE DEVELOPED MKT ETF 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ADMIRAL SHS 0 0
VISA INC CL A 63,205 82,170
WALMART INC 67,206 107,245
WATSCO INC 20,519 26,064
WELLS FARGO & CO NEW 46,465 76,491
ZEBRA TECHNOLOGIES CORP CL A 14,356 27,035
ZURN ELKAY WATER SOLUTION CORP 18,087 23,835
YUM! BRANDS INC 35,530 37,699
3M CO 54,012 64,545
ADOBE INC DELAWARE 44,116 35,130
ALLSTATE CORP 51,742 53,017
ALPS CORECOMMODITY MANGE COMPL 30,707 29,767
ASHTEAD GROUP PLC ORD UNSPONS 14,784 11,247
BAE SYSTEMS PLC SPON ADR 17,385 15,662
BANK OF NEW YORK MELLON CORP 42,123 41,796
BJS WHSL CLUB HLDGS INC 14,301 17,066
CARLSBERG AS SPON ADR 13,450 9,325
CHUGAI PHARMACEUTICAL LTD ADR 8,498 7,799
DEUTSCHE BANK AG REG SHS ORD 12,093 12,958
EQUITY RESIDENTIAL 48,279 49,873
EVOLUTION AB UNSPONSORED ADR 7,446 6,225
FERRARI N V EUR 9,781 9,771
INVESCO DB ENERGY FUND ETF 28,052 29,457
INVESCO OPTIMUM YIELD DIVERSIF 29,881 29,020
ISHARES GSCI COMMODITIES DYNAN 29,884 29,385
ISHARES SILVER TRUST ETF 29,889 28,199
JOHNSON & JOHNSON COM 79,069 71,008
MUNICH RE GROUP ADA 14,841 14,208
NATIONAL GRID PLC SPON ADR 12,305 10,874
NATWEST GR PLC SPON ADR 10,806 13,170
NVIDIA CORP 177,944 215,401
OLLIES BARGAIN OUTLET HOLDI 13,725 16,569
PROGREASIVE CORP OHIO 38,600 42,651
ROLLS ROYCE HOLDINGS PLC SPON 16,637 20,780
SPDR GOLD SHARES ETF 30,002 30,024
SPOTIFY TECHNOLOGY SA EUR 5,154 4,921
STARBUCKS CORP 49,559 47,815
SUZUKI MOTOR CORP LTD ADR 11,660 11,663
TRANSDIGM GROUP INC 27,300 30,415
UNICREDIT SPA UNSPONSORED ADR 16,265 18,102
UNIVERSAL DISPLAY CORP 23,229 15,351
VERIZON COMMUNICATIONS 28,901 27,553
RTX CORP 68,875 79,384
ACCENTURE PLC IRELAND CL A 0 0
ABB LTD SPON ADR 23,449 35,180
AMADEUS IT GROUP UNSPONSORED ADR 28,126 29,838
TENCENT HLDGS LTD ADR 11,211 15,209
HOYA CORP SPON ADR 7,356 7,440

TY 2024 InvestmentsGovtObligationsSch
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
US Government Securities - End of Year Book Value:

821,942
US Government Securities - End of Year Fair Market Value:

918,341
State & Local Government Securities - End of Year Book Value:


900,338
State & Local Government Securities - End of Year Fair Market Value:


918,341


TY 2024 OtherAssetsSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TEKLA WORK HEALTHCARE FD 0 0 0
AMERICAN EXP NATL BK CD SALT LAKE CITY 100,000 0 0
CAPITAL ONE BK 1.95% 200,000 0 0
GOLDMAN SACHS BANK 2.7% 100,000 0 0
BARCLAYS BK DELAWARE CD 140,000 0 0
GOLDMAN SACHS BK USA CD NEW YORK NY ACT 365 CALLABLE CPN 1.6 percent DUE 4 20 23 DTD 5 11 22 0 0 0
SYNCHRONY BANK CD DRAPER UT ACT 365 CPN 1.2 percent DUE 9 25 23 DTD 3 25 22 FC 9 25 22 0 0 0


TY 2024 OtherDecreasesSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Description Amount
rounding 15


TY 2024 OtherExpensesSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR ADS GDR SERIVE FEE 1,613 1,613 0 0
SUBSCRIPTION SERVICES 660 495 0 165
RESEARCH EXPENSE 660 660 0 0


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGMENT FEES 49,659 37,244 0 12,415


TY 2024 TaxesSchedule
Name:
ROBERT MCLEAN FOUNDATION TR
EIN:
46-7026896
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 4,594 4,594 0 0
EXCISE TAX 20,000 0 0 0
EXCISE TAX 20,000 0 0 0