Return of Private Foundation

l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009 Return of Private Foundation OMB No 1545-0052 Form 990 -PF or Section 4947(a)(1) Nonexempt Charitable Trust 2008 Treated as a Private Foundation Department of the Note : The foundation may be able to use a copy of this return to satisfy state reporting requirements Treasury Internal Revenue Service

For calendar year 2008 , or tax year beginning 01 - 01-2008 and ending 12-31-2008

G Check all that annly r- Initial return E'Final return r- Amended return E'Address chance I Name chance Name of foundation A Employer identification number Use the IRS McLean Contributionship label. 23-6396940 Otherwise, B Te lep hone num b er (see th e inst ruct ions) Number and street (or P 0 box number if mail is not delivered to street address) Room/ print 945 HAVERFORD RD suite ortYPe . (610) 527-6330 See Specific C If exemption application is pending, check here F Instructions . City or town, state, and ZIP code BRYN MAWR, PA 19010 D 1. Foreign organizations, check here (-

H Check type of organization I' Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% test, r- check here and attach computation Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation E If private foundation status was terminated 3 Accounting method F Cash F Accrual I Fair market value of all assets at end un d er sect ion 507 ( b )( 1 )( A), c h ec k h ere F o f y e a r (from Part I I, col. (c), i O the r (specify ) F If the foundation is in a 60-month termination line 16)x$ 39,679,842 (Part I , column (d) must be on cash basis.) under section 507(b)(1)(B), check here (d) Disbursements Analysis of Revenue and Expenses (The (a) Revenue and (b) Net investment (c) Adjusted net for charitable total of amounts in columns (b), (c), and (d) may not expenses per income income purposes necessanly equal the amounts in column (a) (see the books instructions) ) (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) 42,405

2 Check 1111 F_ if the foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities. . . 1,306,774 1,306,774 1,306,774

5a Gross rents ...... b Net rental income or (loss) C, 6a Net gain or (loss) from sale of assets not on line 10 -2,532,619

b Gross sales price for all assets on line 6a 12,647,282 75 7 Capital gain net income (from Part IV, line 2) co 8 Net short-term capital gain ...... 9 Income modifications ......

10a Gross sales less returns and allowances b Less Cost of goods sold . c Gross profit or (loss) (attach schedule) . . 11 Other income (attach schedule) ...... 2,460

12 Total . Add lines 1 through 11 . . . . . -1,180,980 1,306,774 1,306,774 13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages . . .

15 Pension plans, employee benefits . . . . 16a Legal fees (attach schedule) ...... X b Accounting fees (attach schedule) . . . . W co c Other professional fees (attach schedule) . . . 163,841 163,841 163,841

Interest `''C5 17 18 Taxes (attach schedule) (see the instructions). 19 Depreciation (attach schedule) and depletion Z 20 Occupancy ......

21 Travel, conferences, and meetings . . . .

C5 22 Printing and publications ...... 23 Other expenses (attach schedule) ...... 139,472 31,340 31,340 108,132

4fC5 24 Total operating and administrative expenses. Add lines 13 through 23 ...... 303,313 195,181 195,181 108,132

25 Contributions, gifts, grants paid . . . . . 2,456,646 2,456,646

26 Total expenses and disbursements . Add lines 24 and 25 2,759,959 195,181 195,181 2,564,778

27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -3,940,939

b Net investment income (if negative, enter -0-) 1,111,593 c Adjusted net income (if negative, enter -0-) 1,111,593

For Privacy Act and Paperwork Reduction Act Notice , see the instructions . Cat No 11289X Form 990-PF (2008) Form 990-PF (2008) Pane 2 Attached schedules and amounts in the description column Beginning of year End of year B a l ance Sheets should be for end-of-year amounts only (See instructions (a) Boo k Va l ue ( b ) Boo k Va l ue (c) Fair M ark et Va l ue 1 Cash-non-interest-bearing ...... 258,317 135,203 135,203 2 Savings and temporary cash investments ......

3 Accounts receivable ► Less allowance for doubtful accounts 111

4 Pledges receivable ► Less allowance for doubtful accounts 111 80,000 5 Grants receivable ...... 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see the instructions) ......

7 Other notes and loans receivable (attach schedule) ►

Less allowance for doubtful accounts 111 8 Inventories for sale or use ...... 9 Prepaid expenses and deferred charges .

10a Investments-U S and state government obligations (attach schedule) 8,331,71 3 5,411,645 5,950,668 b Investments-corporate stock (attach schedule) . . . . . 31,430,099 29,913,530 27,846,745

c Investments-corporate bonds (attach schedule). . . . . 1,534,48 7 2,609,996 2,448,629 11 Investments-land, buildings, and equipment basis 111

Less accumulated depreciation (attach schedule) ► 12 Investments-mortgage loans ...... 2,631,377 1,708,463 1,795,715

13 Investments-other (attach schedule) ...... 1,050,208 1,502,882 1,502,882 14 Land, buildings, and equipment basis 111

Less accumulated depreciation (attach schedule) ► 15 Other assets (describe ► 16 Total assets (to be completed by all filers-see the instructions Also, see page 1, item I) 45,316,201 41,281,719 39,679,842

17 Accounts payable and accrued expenses ...... 0 0 18 Grants payable ......

.' 19 Deferred revenue ...... co 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule)

22 Other liabilities (describe ►

23 Total liabilities (add lines 17 through 22) ...... 0 0

Foundations that follow SFAS 117, check here ► F- co and complete lines 24 through 26 and lines 30 and 31. r_ 24 U nrestricted 15 25 Temporarily restricted coC5 +1 26 Permanently restricted ...... Foundations that do not follow SFAS 117, check here F LL. 1" and complete lines 27 through 31.

27 Capital stock, trust principal, or current funds ...... 5,861,954 5,904,359 28 Paid-in or capital surplus, or land, bldg , and equipment fund w1 29 Retained earnings, accumulated income, endowment, or other funds 39,454,247 35,377,360

30 Total net assets or fund balances (see the instructions) 45,316,201 41,281,719

31 Total liabilities and net assets / fund balances (see the instructions) 45,316,201 41,281,719

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 30 (must agree with end-of-year figure reported on prior year's return) ...... 1 45,316,201

2 Enter amount from Part I, line 27a ...... 2 -3,940,939

3 Other increases not included in line 2 (itemize) 111 - 3 4 Add lines 1, 2, and 3 ...... 4 41,375,262

5 Decreases not included in line 2 (itemize) Oil 9!^ 5 93,543 6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 41,281,719 Form 990-PF (2008) Form 990-PF (2008) Page 3 Ca ital Gains and Losses for Tax on Investment Income (b) How acquired ( (a) List and describe the kind ( s) of property sold (e g , real estate, c) Date acquired (d) Date sold P-Purchase 2-story brick warehouse , or common stock, 200 shs M LC Co mo , da y, r mo , da y, r ) D-Donation ( y ) ( y ) la SCHEDULE AVAILABLE UPON REQUEST b c d e ( f) Depreciation allowed ( g) Cost or other basis ( h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus ( f) minus (g) a 12,647,282 15,179,901 -2,532,619 b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus (j) Adjusted basis ( k) Excess of col (i) col ( k), but not less than -0-) or ( i) F M V as of 12 / 31/69 as of 12/31 /69 over col (j), if any Losses ( from col (h)) a -2,532,619 b c d e

If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If ( loss), enter - 0- in Part I, line 7 2 -2,532,619 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 the instructions ) If (loss), enter -0- in Part I, line 8 3 -1,074,014 Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

If section 4940( d)(2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? 1 Yes F No If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount in each column for each year, see the instructions before making any entries

(d) Base period years Calendar Distribution ratio Adjusted qualifying distributions Net value of noncharitable-use assets year (or tax year beginning in) (col (b) divided by col (c)) 2007 2,886,395 55,807,939 0 05172 2006 2,761,698 52,905,835 0 0522 2005 2,840,735 52,300,676 0 054315 2004 2,631,275 51,065,113 0 051528 2003 2,425,687 45,165,159 0 053707

2 Total of line 1, column (d) ...... 2 0 26347 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 0 052694

4 Enter the net value of noncharitable-use assets for 2008 from Part X, line 5. . . . . 4 48,576,160

5 Multiply line 4 by line 3 ...... 5 2,559,672

6 Enter 1% of net investment income (1% of Part I, line 27b)...... 6 11,116

7 Add lines 5 and 6 ...... 7 2,570,788

8 Enter qualifying distributions from Part XII, line 4 ...... 8 2,564,778 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1% tax rate See the Part VI instructions Form 990-PF (2008) Form 990-PF ( 2008) Page 4 ff3TIM Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948- see the instructions) la Exempt operating foundations described in section 4940(d)(2), check here Oil F_ and enter "N/A" on line 1 Date of ruling letter ( attach copy of ruling letter if necessary -see instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 22,232 here 111111 Hand enter 1% of Part I, line 27b ...... c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% 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 22,232 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 22,232 6 Credits/Payments

a 2008 estimated tax payments and 2007 overpayment credited to 2008 6a 19,123 b Exempt foreign organizations-tax withheld at source . . . . 6b

c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld ...... 6d

7 Total credits and payments Add lines 6a through 6d ...... 7 19,123 8 Enter any penalty for underpayment of estimated tax Check here F_ 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 ...... 9 3,109

10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid. . . 111111 10

11 Enter the amount of line 10 to be Credited to 2009 estimated tax Oil 0 Refunded 11 Statements Re g ardin g Activities la 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? ...... la No b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see the instructions for definition) ? ...... lb No If the answer is Yes "to la or lb, 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) O n the foundation ► $ (2) O n foundation managers ► $ e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers 111111 $ 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 • By language in the governing instrument, or • 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 PartXV 7 Yes 8a Enter the states to which the foundation reports or with which it is registered (see the instructions) ' PA 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 . 8b Yes

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 2008 or the taxable year beginning in 2008 (see instructions for Part XIV)? If "Yes,"complete Part XIV ...... 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 Form 990-PF (2008) Form 990-PF (2008) Page 5 Statements Re g ardin g Activities Continued 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 page 20 of the instructions) 11a No

12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract? ...... 12 No

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 Yes Web site address ' http //fdncenter org/grantmaker/mclean

14 The books are in care of ' CHARLES E CATHERWOO D Telephone no ' (610) 527-6330

Located at 1111945 HAVERFORD RD STE A BRYN MAWR PA ZIP+4 X190103814

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041-Check here ...... ' 1

and enter the amount of tax-exempt interest received or accrued during the year . . . . . ► I 15 Statements Re g ardin g Activities for Which Form 4720 Ma y Be Re q uired File Form 4720 if any item is checked in the "Yes " column, unless an exception applies. Yes No la 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? 1 Yes F No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ...... 1 Yes F No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? 1 Yes F No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? 1 Yes F 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)? ...... 1 Yes F 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 )...... 1 Yes F No b If any answer is "Yes" to la(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 494 1(d)-3 or in a current notice regarding disaster assistance (see the instructions)?...... lb Organizations relying on a current notice regarding disaster assistance check here...... F c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20087 ...... 1c 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 2008, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2008' ...... 1 Yes F No

If "Yes," list the years ► 20 , 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 the instructions ) ...... 2b

c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

1111- 20 , 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? ...... fl Yes F No b If "Yes," did it have excess business holdings in 2008 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 2008 .)...... 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 2008 7 4b No Form 990-PF (2008) Form 990-PF ( 2008) Page 6 Statements Re g ardin g Activities for Which Form 4720 Ma y Be Re q uired Continued 5a During the year did the foundation pay or incur any amount to (1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945(e))'' 1 Yes F No (2) Influence the outcome of any specific public election ( see section 4955), or to carry on, directly or indirectly , any voter registration drive ? ...... 1 Yes F No (3) Provide a grant to an individual for travel, study , or other similar purposes? 1 Yes F No (4) Provide a grant to an organization other than a charitable , etc , organization described in section 509 (a)(1), (2), or ( 3), or section 4940 (d)(2)'' (see instructions )...... (- Yes F 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 ?...... 1 Yes F No b If any answer is "Yes" to 5a (1)-(5), did any of the transactions fail to qualify under the exceptions described i n Regulations section 53 4945 or in a current notice regarding disaster assistance ( see the instructions )? . . . 5b Organizations relying on a current notice regarding disaster assistance check here ...... F c Ifthe answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant ?...... 1 Yes 1 No 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? ...... 1 Yes F No b Did the foundation, during the year, pay premiums , directly or indirectly, on a personal benefit contract? . . . . 6b No

If you answered " Yes "to 6b, also file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? 1 Yes F No b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . . . . 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation (see the instructions). (b) Title, and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week ( If not paid, enter employee benefit plans other allowances devoted to position -0-) and deferred compensation See Additional Data Table

2 Compensation of five highest-paid employees (other than those included on line 1-see the instructions). If none. enter "NONE." (d) Contributions to (b) Title and average (a) Name and address of each employee employee benefit (e) Expense account, hours per week (c) Compensation paid more than $50,000 plans and deferred other allowances devoted to position compensation

Total number of other employees paid over $50,000 ...... ► Form 990-PF (2008) Form 990-PF (2008) Page 7 Information About Officers, Directors , Trustees, Foundation Managers, Highly Paid Employees, and Contractors Continued 3 Five highest-paid independent contractors for professional services-(see the instructions). If none, enter "NONE." (a) Name and address of each person paid more than $50,000 ( b) Type of service (c) Compensation JOHN W BRISTOL & COMPANY INC INVESTMENT MGMT 163,841

48 WALL ST NEWYORK,NH 10005

Total number of others receiving over $50,000 for professional services. 1

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 I organizations and other beneficiaries served, conferences convened, research papers produced, etc Expenses

Summar y of Pro g ram-Related Investments ( see the instructions ) Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 A mount 1NONE

All other program- related investments See the instructions 3

Total Add lines 1 through 3. ► Form 990-PF (2008) Form 990-PF (2008) Page 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see page 24 of the 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 ...... la 49,014,846

b Average of monthly cash balances ...... lb 301,052 c Fair market value of all other assets (see the instructions) ...... 1c 0

d Total (add lines la, b, and c) ...... ld 49,315,898 e Reduction claimed for blockage or other factors reported on lines la and 1c (attach detailed explanation )...... le

2 Acquisition indebtedness applicable to line 1 assets ...... 2 0

3 Subtract line 2 from line ld ...... 3 49,315,898 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see the instructions) ...... 4 739,738

5 Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 . . 5 48,576,160 6 Minimum investment return . Enter 5% of line 5 ...... ^ 6 2,428,808 Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain forei g n org anizations check here ► f and do not com p lete this p art. ) 1 Minimum investment return from Part X, line 6 ...... 1 2,428,808

2a Tax on investment income for 2008 from Part VI, line 5...... 2a 22,232

b Income tax for 2008 (This does not include the tax from Part VI ). . 2b

c Add lines 2a and 2b ...... 2c 22,232

3 Distributable amount before adjustments Subtract line 2c from line 1...... 3 2,406,576 4 Recoveries of amounts treated as qualifying distributions ...... 4

5 Add lines 3 and 4 ...... 5 2,406,576 6 Deduction from distributable amount (see the instructions ) ...... 6 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1 ...... 7 2,406,576

Qualifying Distributions (see page 25 of the 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...... la 2,564,778

b Program-related investments-total from Part IX-B ...... lb 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) ...... 3b 0

4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 2,564,778 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b (see page 26 of the instructions) 5 ...... 6 Adjusted qualifying distributions . Subtract line 5 from line 4 ...... I 6 2,564,778 Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2008) Form 990-PF (2008) Page 9 Undistributed Income ( see a e 26 of the instructions (a) (b) (c) (d) Corpus Years prior to 2007 2007 2008 1 Distributable amount for 2008 from Part XI, line 7 2,406,576 2 Undistributed income, if any, as of the end of 2007 a Enter amount for 2007 only...... b Total for prior years 20_ , 20_ , 20_ 3 Excess distributions carryover, if any, to 2008 a From 2003...... 260,153 b From 2004...... 176,752 c From 2005. 307,387 d From 2006...... 180,831 e From 2007...... 225,107 f Total of lines 3a through e...... 1,150,230 4 Qualifying distributions for 2008 from Part XII, line 4 1111 $ 2,564,778 a Applied to 2007, but not more than line 2a b Applied to undistributed income of prior years (Election required-see the instructions). . . . c Treated as distributions out of corpus (Election required-see the instructions)...... d Applied to 2008 distributable amount. . . . . 2,406,576 e Remaining amount distributed out of corpus 158,202 5 Excess distributions carryover applied to 2008 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 1,308,432 b Prior years' undistributed income Subtract line 4b from line 2b ...... 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 the instructions ...... e Undistributed income for 2006 Subtract line 4a from line 2a Taxable amount-see the instructions ...... f Undistributed income for 2008 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2008 ...... 0 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see the instructions) ...... 8 Excess distributions carryover from 2002 not applied on line 5 or line 7 (see page 27 of the instructions) ...... 260,153 9 Excess distributions carryover to 2008. Subtract lines 7 and 8 from line 6a ...... 1,048,279 10 Analysis of line 9 a From 2004...... 176,752 b From 2005...... 307,387 c From 2006...... 180,831 d From 2007...... 225,107 e From 2008. 158,202 Form 990-PF (2008) Form 990-PF (2008) Page 10 Private O p eratin g Foundations ( see the instructions and Part VII-A q uestion 9 ) la If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2008, enter the date of the ruling......

b Check box to indicate whether the organization is a private operating foundation described in section r 4942(j)(3) or F 4942(j)(5) 2a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum ( e) Total (a) 2008 (b) 2007 (c) 2006 (d) 2005 investment return from Part X for each year listed ...... b 85% of line 2a ...... c Qualifying distributions from Part XII, 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 . . . . . 39,679,842 55,982,374 55,179,219 53,033,830 203,875,265 (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 X, 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 Supplementary Information ( Complete this part only if the organization had $5 , 000 or more in assets at any time during the year-see the instructions.) 1 Information Regarding Foundation Managers: a List 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) )

NA b List 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

NA 2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship, etc., Programs: Check here F if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts , grants, etc ( see the instructions) to individuals or organizations under other conditions , complete items 2a, b, c, and d

a The name , address, and telephone number of the person to whom applications should be addressed Sandra L McLean 945 Haverford Rd Ste A Bryn Mawr ,PA 19010 (610) 527-6330 b The form in which applications should be submitted and information and materials they should include THE CONTRIBUTIONSHIP ACCEPTS THE COMMON GRANT APPLICATION FORM OF DELAWARE VALLEY GRANTMAKERS ASSOCIATION APPLICATION ALSO CAN BE MADE BY LETTER, WHICH DESCRIBES AND JUSTIFIES THE PROJECT A BUDGET AND AND TIMETABLE IS REQUIRED AS WELL AS A STRATEGY FOR SECURING FUNDING 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 OFTAX EXEMPT STATUS IS REQUIRED PLUS A LIST OF OFFICERS AND DIRECTORS IF THE PROJECT FALLS WITHIN THE FRAMEWORK OF CURRENT PRIORITIES, MORE DETAILED INFORMATION MAY BE REQUESTED AS WELL AS A MEETING OR AN ON-SITE VISIT c Any submission deadlines THE TRUSTEES MEET SEVERAL TIMES A YEAR, AND THE CONTRIBUTIONSHIP ACCEPTS AND PROCESSES APPLICATIONS

d Any restrictions or limitations on awards , such as by geographical areas, charitable fields, kinds of institutions, or other factors THE CONTRIBUTIONSHIP DOES NOT FUND THE COSTS OR EXPENSES OF EXISTING STAFF ALLOCATED TO A PROJECT IT IS ASKED TO SUPPORT THE RECIPIENT OF A GRANT IS EXPECTED TO MAKE PERIODIC STATUS REPORTS AS WELL AS A DETAILED ACCOUNTING OF ALL DISBURSEMENTS AT THE CONCLUSION OFTHE PROJECT Form 990-PF (2008) Form 990-PF (2008) Page 11 Supplementary Information (continued) s c,rants ana Lontriuutions raia uuring the rear or pprovea ror ruture Payment If recipient is an individual, Recipient Foundation show any relationship to Purpose of grant or status of Amount any foundation manager contribution Name and address (home or business) recipient or substantial contributor a Paid during the year See Additional Data Table

Total . 3a 2,456,646 b Approved for future payment See Additional Data Table

Total . 3b 1,395,674 Form 990-PF (2008) Form 990-PF (2008) Page 12 Anal y sis of Income - Producin g Activities Enter gross amounts unless otherwise indicated Unrelated business income Excluded by section 512, 513, or 514 (e) Related or exempt function income (a) (b) (c) (d ) (See the 1 Program service revenue Business code Amount Exclusion code Amount instructions a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments. . . . 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities. . 14 1,306,774 5 Net rental income or (loss) from real estate a Debt-financed property...... b Not debt-financed property. . . . . 6 Net rental income or (loss) from personal property 7 Other investment income. . . . . 8 Gain or (loss) from sales of assets other than inventory 18 -2,532,619 9 Net income or (loss) from special events 13 42,405 10 Gross profit or (loss) from sales of inventory. CLASS ACTION SETTLEMENT - 01 2,304 11 Other revenue a MOLEX b GERMAN TAX REFUND 01 702 c MISCLELLANEOUS 01 -546 d e 12 Subtotal Add columns (b), (d), and (e). -1,180,980 13 Total . Add line 12, columns (b), (d), and (e) ...... 1 3 -1,180,980 (See worksheet in line 13 instructions to verify c alculations Relationshi of Activities to the Accom p lishment of Exem p t Pur p oses Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to Line No . the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See the instructions

Form 990-PF (2008) Form 990-PF (2008) Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exem p t Or g anizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of (1) Cash ...... la(1) No

(2) Other assets ...... la(2) No b Other transactions (1) Sales of assets to a noncharitable exempt organization ...... lb(1) No (2) Purchases of assets from a noncharitable exempt organization ...... lb(2) No

(3) Rental of facilities, equipment, or other assets ...... lb(3) No

(4) Reimbursement arrangements ...... lb(4) No

(5) Loans or loan guarantees ...... lb(5) No (6) Performance of services or membership or fundraising solicitations ...... lb(6) No

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... lc 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 organization 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

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501 ( c) of the Code ( other than section 501 ( c)(3)) or in section 527'x...... f Yes I' No b If"Yes ," complete the following schedule (a) Name of organization (b) Type of organization (c) Description of relationship

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 based on all information of which preparer has any knowledge

Signature of officer or trustee

Preparer's Signature

Firm's name (or yours Bove & Associates D ifself- employed), address, and ZIP code 1828 Spruce Street Suite 400

Philadelphia, PA 191036603 l efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491255001009 Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990 , 990-EZ, or 990 -PF) Attach to Form 990 , 990-EZ, and 990 -PF. 200Q0 Department of the Treasury ► See separate instructions. Internal Revenue Serice

Name of organization Employer identification number McLean Contributionship 23-6396940 Organization type (check one)

Filers of: Section:

Form 990 or 990-EZ r 501(c)( ) (enter number) organization

r 4947( a)(1) nonexempt charitable trust not treated as a private foundation

r 527 political organization

Form 990-PF F 501(c)( 3) exempt private foundation

r 4947( a)(1) nonexempt charitable trust treated as a private foundation

r 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. (Note . Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See instructions )

General Rule-

F For organizations filing Form990, 990-EZ, or 990-PFthat received, during the year, $5,000 or more (in money or property) from any one contributor Complete Parts I and II

Special Rules-

F- For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 331/3% support test of the regulations under sections 509(a)(1)/170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount onForm 990, Part VIII, line 1h or 2% of the amount on Form 990-EZ, line 1 Complete Parts I and II

fl For a section 501(c)(7), ( 8), or (10 ) organization filing Form 990 , or Form 990-EZ, that received from any one contributor, during the year , aggregate contributions or bequests of more than $ 1,000 for use exclusively for religious , charitable, scientific , literary , or educational purposes , or the prevention of cruelty to children or animals Complete Parts I, II, and III

fl For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did not aggregate to more than $1,000 (If this box is checked, enter here the total contributions that w ere received during the year for an exclusively religious, charitable, etc , purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or more during the year ) ...... llik^ $

Caution . Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or 990-PF), but they must answer "No" on Part IV, line 2 of their Form 990, or check the box in the heading of their Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)

For Paperwork Reduction Act Notice, see the Instructions Cat No 30613X Schedule B (Form 990 , 990-EZ , or 990-PF) (2008) for Form 990 These instructions will be issued separately Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page 1 of 1 of Part I

Name of organization Employer identification number McLean Contributionship 23-6396940

Contributors (see Instructions)

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution

1 Person F William McLean Pa y roll r 945 Haverford Road $ 7,551 Noncash r

Bryn Mawr, PA 19010 (Complete Part II if there is a noncash contribution

(a) (b) (c) (d) No. Name, address , and ZIP + 4 Aggregate contributions Type of contribution

2 Person F Independence Communications Inc Pa y roll r 945 Haverford Road $ 25,000 Noncash r

Bryn Mawr, PA 19010 (Complete Part II if there is a noncash contribution

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution

Person r Pay roll r $ Noncash r

(Complete Part II if there is a noncash contribution

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution

Person r Pay roll r $ Noncash r

(Complete Part II if there is a noncash contribution

(a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution

Person r Pay roll r $ Noncash r

(Complete Part II if there is a noncash contribution

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution

Person r Pay roll r $ Noncash r

(Complete Part II if there is a noncash contribution

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page 1 of 1 of Part II

Name of organization Employer identification number McLean Contributionship 23-6396940

Noncash Property (see Instructions)

(a) No. b (c) d from ( ) FMV (or estimate) ( ) Description of noncash property given Date received Part I (see instructions)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page 1 of 1 of Part III

Name of organization Employer identification number McLean Contributionship 23-6396940 JIMM Exclusively religious , charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations aggregating more than $1 , 000 for the year . (Complete columns (a) through (e) and the following line entry) For organizations completing Part III, enter the total of exclusively religious, charitable, etc , contributions of $1,000 or less for the year (Enter this information once See instructions ) $ (a) No. (b) (c) (d) from Part I Purpose of gift Use of gift Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) No. (b) (c) (d) from Part I Purpose of gift Use of gift Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) No. (b) (c) (d) from Part I Purpose of gift Use of gift Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) No. (b) (c) (d) from Part I Purpose of gift Use of gift Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 All Other Program Related Investments Schedule

Name : McLean Contributionship EIN: 23-6396940

Category Amount NONE defile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 93491255001009

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing. TY 2008 Depreciation Schedule

Name : McLean Contributionship EIN: 23-6396940

Rate / Description of Date Cost or Other Prior Years' Computation Current Year's Depreciation Net Investment Adjusted Net Cost of Goods Sold Not Life (# of Property Acquired Basis Depreciation Method Expense Income Income Included years) l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Investments Corporate Bonds Schedule

Name : McLean Contributionship EIN: 23-6396940

End of Year Book End of Year Fair Name of Bond Value Market Value AMERICAN EXPRESS CC 08/20/2013 331,286 332,667 BOAMS 2007-3 2A8 CM 09/25/2037 127,921 77,852 CITIBANK CC ISSUANC 02/10/2009 299,970 299,854 CITIMTGE 2006-Al CM 03/25/2021 168,225 94,398 COLLEGE & UNIV FACS 06/01/2018 30,567 56,432 CSFB 2007-7 08/25/2035 164,014 106,765 FORD MOTOR CREDIT C 10/28/2009 223,350 201,991 GENERAL MOTORS ACCE 09/15/2011 IBM CORP 10/15/2013 299,930 328,870 KRAFT FOODS INC 02/19/2014 285,199 285,386 MCDONALDS CORP 03/01/2018 344,365 363,575 RESDNTL FND SEC CRP 02/25/2033 117,488 70,200 VERIZON GLOBAL CORP 12/01/2010 217,681 230,639 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Investments Corporate Stock Schedule

Name : McLean Contributionship EIN: 23-6396940

End of Year Book End of Year Fair Name of Stock Value Market Value AIR PRODUCTS & CHEMICALS 789,517 672,613 ALTRIA GROUP INC AMERICAN EXPRESS COMPANY 551,710 395,319 AMERICAN INTERNATIONAL GROUP AMERICREDIT CORP ANALOG DEVICES INC 930,904 505,076 AVON PRODUCTS 600,809 545,361 BECTON DICKINSON 255,202 707,837 BORGWARNER INC 252,374 269,534 BP PLC 715,446 651,836 CANADIAN NATURAL RESOURCES 157,249 522,619 CARNIVAL CORP 613,405 491,240 CHARLES RIVER LABORATORIES 421,085 242,429 CISCO SYSTEMS INC 964,928 781,536 CITIGROUP INC 533,741 191,919 COCA COLA COMPANY 1,101,026 942,340 COMCAST CORP 902,604 622,956 COSTCO WHOLESALE CORP 737,648 860,685 COUNTRYWIDE FINANCIAL CORP CVS CAREMARK CORP 431,826 713,787 DELL INC DOVER CORP 540,635 522,506 ELECTRONIC ARTS 866,409 288,094 ELI LILLY & CO EMC CORP MASS 523,359 456,565 EMERSON ELECTRIC COMPANY 547,884 530,918 EXELON CORP COM 518,833 497,320 FEDEX CORP 678,364 661,515 FLEXTRONICS INTERNATIONAL LTD GENERAL ELECTRIC CO 1,084,564 545,162 End of Year Book End of Year Fair Name of Stock Value Market Value GOOGLE INC - CL A 747,792 523,313 GOLDMAN SACHS GROUP, INC 607,641 302,876 GRAINGER W/W INC 386,325 945,292 INTERNATIONAL BUSINESS MACHINE 417,248 568,669 JABIL CIRCUIT INC JOHNSON & JOHNSON 278,787 727,234 MEDTRONIC INC 798,255 560,344 MICROSOFT CORP 1,166,272 909,948 MILLIPORE CORP MONSANTO COMPANY 622,449 596,638 MOODYS CORPORATION NESTLE S A 954,396 1,573,636 NOVARTIS 910,068 891,600 PEPSICO INC 1,068,509 885,467 PHILIP MORRIS INTERNATIONAL IN 129,705 522,816 PROCTER & GAMBLE CO 920,046 893,917 PROGRESSIVE CORP/OHIO 676,791 683,067 QUALCOMM INC 412,610 441,712 SAP AG SPONSORED ADR 868,767 685,210 SYSCO CORP 640,970 757,226 TEXAS INSTRUMENTS 534,500 400,959 TIFFANY & CO 818,603 497,719 UNION PACIFIC CORPORATION 532,244 403,289 UTI WORLDWIDE 717,632 385,732 VIACOM INC CLASS B WAL-MART STORES INC 984,398 1,070,914 WASHINGTON POST CO CL B YAHOO INC l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Investments Government Obligations Schedule

Name : McLean Contributionship EIN: 23-6396940 US Government Securities - End of Year Book Value : 5,411,645 US Government Securities - End of Year Fair Market Value : 5,950,668 State & Local Government Securities - End of Year Book Value: State & Local Government Securities - End of Year Fair Market Value: l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Investments - Land Schedule

Name : McLean Contributionship EIN: 23-6396940 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Investments - Other Schedule

Name : McLean Contributionship EIN: 23-6396940

Listed at Cost or End of Year Fair Category/ Item Book Value FMV Market Value BROWN BROTHERS US TREAS AT COST 1,502,882 1,502,882 GE CAPITAL (HK DOL) 10/27/2008 AT COST FED NA MA (JAP YEN) 03/26/2008 AT COST EREP ITALY (JAP YEN) 03/27/2008 AT COST l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Land, Etc. Schedule

Name : McLean Contributionship EIN: 23-6396940 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Other Decreases Schedule

Name : McLean Contributionship EIN: 23-6396940

Description Amount CORRECT PRIOR YEAR RETAINED EARNINGS 93,543 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Other Expenses Schedule

Name : McLean Contributionship EIN: 23-6396940

Revenue and Expenses Net Investment Disbursements for Description Adjusted Net Income per Books Income Charitable Purposes

CUSTODIAN FEES 31,340 31,340 31,340

DUES 12,735 12,735

MANAGEMENT FEES 91,495 91,495

SOFTWARE MAINTENANCE 2,740 2,740

RESEARCH BOOKS &PERIODICALS 822 822

MISCELLANEOUS 340 340 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Other Income Schedule

Name : McLean Contributionship EIN: 23-6396940

Revenue And Net Investment Description Adjusted Net Income Expenses Per Books Income

MISCELLANEOUS -546

CLASS ACTION SETTLEMENT / MOLEX 2,304

GERMAN TAX REFUND - SAP 702 1 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Other Professional Fees Schedule

Name : McLean Contributionship EIN: 23-6396940

Disbursements for Net Investment Adjusted Net Category Amount Charitable Income Income Purposes

INVESTMENT MANAGER 163,841 163,841 163,841 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93491255001009

TY 2008 Taxes Schedule

Name : McLean Contributionship EIN: 23-6396940

Disbursements for Net Investment Adjusted Net Category Amount Charitable Income Income Purposes

EXCISE TAXES Additional Data

Software ID: 08000068 Software Version : 08-7.4 EIN: 23-6396940 Name : McLean Contributionship

Form 990PF PartVIII Line 1 - List all officers, directors, trustees, foundation managers and their compensation

(d) Contributions to (b) Title, and average (c) Compensation employee benefit plans (e) Expense account, (a) Name and address hours per week ( If not paid, enter and deferred other allowances devoted to position -0-) compensation

Jean Bodine Trustee 0 945 HAVERFORD RD 0 BRYN MAWR,PA 19010

Charles Catherwoood Treasurer 0 945 HAVERFORD RD 0 BRYN MAWR,PA 19010

Leila Gordon Advisory Trustee 0 945 HAVERFORD RD 0 BRYN MAWR,PA 19010

Hunter Gordon A dvis cry 945 HAVERFORD RD Trustee/Asst Sec'y 0 BRYN MAWR,PA 19010 0

Joseph Gordon Trustee 0 945 HAVERFORD RD 0 BRYN MAWR,PA 19010

Sandra McLean Adv Trustee/Exec 945 HAVERFORD RD Dir/Sec'y 0 BRYN MAWR,PA 19010 0

William McLean Trustee/Chairman 0 945 HAVERFORD RD 0 BRYN MAWR,PA 19010

William McLean Trustee/V ice 945 HAVERFORD RD Chairman 0 BRYN MAWR,PA 19010 0

Carolyn Raymond Trustee 0 945 HAVE FORD RD 0 BRYN MAWR,PA 19010 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

If recipient is an individual, Recipient Foundation show any relationship to Purpose of grant or status of Amount any foundation manager contribution recipient Name and address (home or business) or substantial contributor

a Paid during the year

Academy of Natural Sciences 501c(3)- Operating Support Annual 1900 Benjamin Franklin Parkway None 8,000 Public Chan Fund Philadelphia, PA 19103

Academy of Natural Sciences 501c(3)- Towards endowing the Curator 1900 Benjamin Franklin Parkway None 11,682 Public Chari of Botany Philadelphia, PA 19103

American Press Institute Operating Support-sponsorship 501c(3)- 11690 Sunrise Valley Drive None program 2007-2008 fiscal 2,000 Public Chari Reston,VA 22091 year

For upgrades to their facility as Arden Theatre Company 501c(3)- part of the Fund for the Future, 40 North 2nd Street None 25,000 Public Chari a campaign to " Secure the Philadelphia, PA 19106 Facility and Grow the Art "

Association of Independent Colleges Towards McLean Scholarship & Universities 501c(3)- Fund for Nurses and Physician None 8,000 101 North Front Street Public Chari Assistants for Academic Year Harrisburg, PA 17101 2008-09

Towards the research and development required for Phase Atwater Kent Museum of Philadelphia 501c(3)- II of Experience Philadelphia' a 15 South 7th Street None 50,000 Public Chan reinstallation of the Museum ' s Philadelphia,PA 19106 signature orientation exhibition scheduled to open in 2010

Towards acquiring a legal Brandywine Conservancy Inc interest in the Odell Property 501c(3)- P 0 Box 141 None through simple fee acquisition 100,000 Public Chan Chadds Ford, PA 19317 or acquisition of a conservation easement

Bryn Mawr Hospital Foundation Towards the renovation and 501c(3)- 130 South Bryn Mawr Avenue None expansion of the Emergency 50,000 Public Chari Bryn Mawr, PA 19010 Department

Bryn Mawr Rehab Hospital 501c(3)- Towards the new Brain Injury 414 Paoli Pike None 20,000 Public Chari Unit Malvern,PA 19355

Center for Literacy Inc 501c(3)- Operating Support Ongoing 636 South 48th Street None 5,000 Public Chari Grant Philadelphia, PA 19143

Towards the purchase of Chester County Hospital Foundation 501c(3)- medical equipment for the 701 E Marshall Street None 20,000 Public Chari Heart Hospital ' s hybrid West Chester, PA 19380 operating suites

Towards the purchase of Clarke Pennsylvania Inc audiological and acoustical Auditory/Oral Center 501c(3)- None equipment that will enable them 7,500 455 South Roberts Road Public Chan to expand and improve services Bryn Mawr, PA 19010 to their students

Towards technological The College of Physicians of improvements purchase new Philadelphia 501c(3)- servers, enhance internet None 30,000 19 South 22nd Street Public Chari connection speed, buy new Philadelphia, PA 19103 computers and constituent management software

Community Women's Education Towards Project Secure to Project 501c(3)- repair two floor joists and None 15,000 2801 Frakford Avenue Public Chari purchase and install stairwell Philadelphia, PA 19134 treads

Curtis Institute of Music 501c(3)- Towards improving their 1726 Locust Street None 30,000 Public Chari communication network Philadelphia,PA 19103

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

Recipient If recipient is an individual, Foundation show any relationship to Purpose of grant or status of Amount Name and address (home or any foundation manager contribution recipient business) or substantial contributor

a Paid during the year

Daemion Counseling Center P 0 Box 77 501c(3)- None Operating Support 4,000 95 Howellville Road Public Chari Berwyn, PA 19312

DuBois Area Catholic School System Towards retiring the debt P 0 Box 567 501c(3)- associated with the new school None 18,000 200 Central Christian Drive Public Chari building which was built in DuBois, PA 15801 2002

Towards the DuBois Area DuBois Area United Way 501c(3)- United Way 2008-09 campaign 223 S Jared Street None 1,500 Public Chari in support of contribution by DuBois, PA 15801 DuBois Courier-Express

Eastern University Towards the purchase of captial 501c(3)- 1300 Eagle Road None items for Phase II of the 20,000 Public Chari St Davids,PA 19087 Nursing Skills Lab Project

Educating Communities For Parenting Towards the payout balance on The Belmont Building 501c(3)- None the lease/purchase agreement 10,000 211 North 13th Street Suite 701 Public Chari on the Digital Copier Machine Philadelphia,PA 19107

Towards an environmental The Episcopal Academy science laboratory and project Merlon Campus 501c(3)- None resource room in the new 50,000 376 North Latches Lane Public Chan Newtown Square Science Merlon, PA 19066 Center

Episcopal Community Services of the Diocese of PA 501c(3)- None Ongoing Grant 2,000 225 South Third Street (509a1) Philadelphia, PA 19106

Towards the construction of an Florida Scrub-Jay Consortium Inc aviary/flight cage and treatment 501c(3)- P 0 Box 120777 None room facility able to 14,500 Public Chari Clermont, FL 34712 accomodate injured or sick scrub-jays

The Foundation Center 501c(3) 79 Fifth Avenue None Operating Support 2,000 Public Chari NewYork,NY 10003

Free Library of Philadelphia Foundation 501c(3)- None Operating Support 1,500 1901 Vine Street Suite 111 Public Chari Philadelphia, PA 19103

Free Library of Philadelphia Towards the construction costs Foundation 501c(3)- of the Free Library's project to None 100,000 1901 Vine Street Suite 111 Public Chari expand the Central Library on Philadelphia, PA 19103 the Parkway

Gilda's Club Delaware Valley Inc Towards Phase 2 of the 501c(3)- 200 Kirk Road None IT/Communication 20,000 Public Chari Warminster, PA 18974 improvements and upgrades

Girl Scouts of Eastern Pennsylvania Towards demolishing and Inc 501c(3)- None rebuilding of the Camp Mosey 25,000 P 0 Box 27540 Public Chari Wood Boathouse Philadelphia, PA 19118

Towards the design and Great A merican Downtown 501c(3)- construction of the upper 151 Main Street None 100,000 Public Chari Libarry section of the Riverwalk Nashua, NH 03060 in Nashua ' s Historic downtown

Greater Philadelphia Urban Affairs Coalition 501c(3)- Operating Support- 2008 None 4,000 1207 Chestnut Street Public Chari Fiscal Year Philadelphia, PA 19107

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

a Paid during the year

Greater Philadelphia Urban Affairs Towards replacing the Coalition 501c(3)- None Bookmobile SUV for 23,000 1207 Chestnut Street Public Chan Philadelphia Reads Philadelphia, PA 19107

Greensgrow Philadelphia Project Towards turning an used 501c(3)- 2503 E Fifth Street None construction trailer into an on- 15,000 Public Chan Philadelphia, PA 19125 site office and workshop space

Towards the overhead camera Historical Society of Pennsylvania 501c(3)- systems, which is part of the 1300 Locust Street None 25,000 Public Chan larger project, the Digital Philadelphia, PA 19107 Center for Americana

Holy Family University Towards the new Nursing 501c(3)- 9801 Frankford Avenue None Simulation and Practice 25,000 Public Chan Philadelphia, PA 19114 Laboratory

Up to $75,000 to be paid on a Home Health & Hospice Care 501c(3)- matching basis towards the 22 Prospect Street None 37,500 Public Chan Community Hospice House Nashua,NH 03060 endowment

Hospice and Home Care Foundation 501c(3)- Operating Support - Home 100 Matsonford Road None 3,000 Public Chan Health Care along the Mainline Radnor, PA 19087

Towards the purchase of Telemonitoring U nits for the Hospice and Home Care Foundation Telemonitoring program which 501c(3)- 100 Matsonford Road None allows early detection and 50,000 Public Chan Radnor, PA 19087 intervention that keeps patients healthier and reduces costly return trips to the hospital

Independence Seaport Museum Towards the conservation and Penns Landing on the Delaware Rive 501c(3) None exhibition of an 18th century 25,000 211 South Columbus Blvd Walnut S Public Chan c heval de frise Philadelphia, PA 19106

John Bartram Association Towards Endowment Campaign 501c(3)- 54th Street and Lindbergh Blvd None to provide funding for people, 50,000 Public Chan Philadelphia, PA 19143 preservation and programs

Lankenau Institute for Medical Towards the purchase of fast Research 501c(3)- None protein liquid chromatography 54,790 100 LancasterAvenue Public Chan system and its components Wynnewood,PA 19096

Legal Aid of Southeastern Towards systems improvement Pennsylvania 501c(3)- None and modernization to their legal 20,000 625 Swede Street Public Chan offices in the City of Chester Norristown,PA 19401

Lower Merion Conservancy 501c(3) 1301 Rose Glen Road None Operating Support 1,000 Public Chan Gladwyne,PA 19035

Towards completing Lower Merion Library Foundation renovations and upgrading 501c(3)- 75 East Lancaster Avenue None furnishings in Ludington 75,000 Public Chan Ardmore,PA 19003 Library's Large Print/Audiobook area

Main Line Hospitals Inc Towards the purchase of new Lankenau Hospital 501c(3)- patient care technology for None 25,210 100 E Lancaster Avenue Public Chan Lankenau's Mother/Baby Wynnewood, PA 19096 Center

Towards the parking lot Mengle Memorial Library 501c(3)- expansion project to prepare 324 Main Street None 15,000 Public Chan the site and pave land they Brockway, PA 15824 have acquired

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

a Paid during the year

Metropolitan Career Center Towards purchase of equipment Land Title Building 501c(3)- None and software for the Computer 25,000 100 S Broad Street Suite 830 Public Chan Technology Institute (CTI) Philadelphia,PA 19110

Montgomery County Lands Trust 501c(3) Box 300 None Operating Grant 1,500 Public Chan Lederach, PA 19450

Montgomery County Norristown Public Towards capital items for the Library 501c(3)- Montgomery County - None 30,000 1001 Powell Street Public Chan Norristown Public Library Lab's Norristown, PA 19401 Taking a Byte out of Poverty

Towards replacing 13 National Constitution Center projectors that are central to 525 Arch Street 501c(3)- the three main sections of the None 25,000 Independence Mall Public Chan permanent exhibit space in the Philadelphia, PA 19106 circular Richard and Helen DeVos Exhibit Hall

Towards strategic technology enhancements and initiatives National Transplant Assistance Fund patient-focused web networking In c (3 None for fundraising and peer support 15,000 1 5 0 N Radnor Chester Road Suite F Public Chan for spinal cord injury patients, Radnor, PA 19087 and capital technology improvements

For seed money towards the Natural Lands Trust Inc 501c(3)- launching of the Natural Land's 1031 Palmers Mill Road None 50,000 Public Chan Trust Center for Land Media, PA 19063 Stewardship

The Nature Conservancy Operating Support-Corporate Pennsylvania Chapter 501c(3)- None Associate Program PA 2,000 15 East Ridge Pike Suite 500 Public Chan Chapter Conshohocken, PA 19428

Neighborhood Gardens Assoc - A Phila Lands Trust Towards Phase VII, for critical 501c(3)- 100 North 20th Street None physical improvements to 15,000 Public Chan Fifth Floor gardens in the land trust Philadelphia, PA 19103

North Wales Memorial Free Library 501c(3)- Towards the automation of the 201 Summit Street None 20,000 Public Chan North Wales Library North Wales, PA 19454

Opera Company of Philadelphia 501c(3)- Operating Support-Sounds of 1420 Locust Street Suite 210 None 5,000 Public Chan Learning 2007 - 2008 Philadelphia, PA 19102

Options in Aging P ublic P 0 Box 85 None Operating Support 4,000 Public Chan Narberth, PA 19072

Overbrook School for the Blind 501c(3)- Towards the creation of the new 6333 Malvern Avenue None 20,000 Public Chan aquatic center Philadelphia, PA 19151

Pegasus Riding Academy Inc 501c(3)- Towards the installation of two 8297 Bustleton Avenue None 4,900 Public Chan new paddocks Philadelphia, PA 19152

Pennsylvania Ballet Operating Support for44th 501c(3)- 11819 JFK Boulevard Suite 210 None Anniversary Season 2007- 3,500 Public Chan Philadelphia, PA 19103 2008

Pennsylvania Horticultural Society Ongoing grant towards general 100 N 20th Street 501c(3)- None operating costs for Philadelphia 2,500 5th Floor Public Chan Greenreen 19103

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

a Paid during the year

Pennsylvania Horticultural Society Towards the Legacy 100 N 20th Street 501c(3)- None Landscapes endowment 89,000 5th Floor Public Chan campaign Philadelphia, PA 19103

Towards capacity building by doing development analysis, Pennsylvania Parks and Forests development of a membership Foundation 501c(3)- program, improved marketing, None 42,900 105 North Front Street Suite 305 Public Chari better utilization of electronic Harrisburg, PA 17101 communication, and creating a strong voice for open space and public lands

The Pennsylvania Prison Society Towards expanding their ability 501c(3)- 245 North Broad Street Suite 300 None to provide computer literacy 17,000 Public Chari Philadelphia, PA 19107 education to former offenders

Philabundance Towards the replacement of four 3616 South Galloway Street 50 lc(3)- deteriorated and poorly None 22,380 P 0 Box 37555 Public Chari functioning freezer doors at the Philadelphia, PA 19148 Berks Street facility

Towards the creation of an Philadelphia Mural Arts Advocates innovative online database of Thomas Eakins House 501c(3)- None the over 2,800 murals they 25,000 1727-29 Mount Vernon Street Public Chan have created throughout Philadelphia, PA 19130 Philadelphia

Philadelphia Museum of Art 501c(3)- Operating Support Corporate Box 7646 None 8,000 Public Chari Partners Program Philadelphia,PA 19101

The Philadelphia Orchestra 260 South Broad Street 501c(3)- Operating Support 2007-2008 None 8,000 16th Floor Public Chari Season Philadelphia, PA 19102

Towards the cost of equipment Philadelphia Senior Center and external contractors for the 501c(3)- 509 South Broad Street None removal and replacement of two 25,000 Public Chan Philadelphia, PA 19147 air conditioning units at 509 5 Broad Street

Towards capital items (saw, dust collection & filtration Philadelphia Wooden Boat Factory 501c(3)- system, and technology) for the 2126 West Moyamensing Avenue None 11,000 Public Chari B U I L D After-School Philadelphia,PA 19145 Program through the 2009 school year

Planned Parenthood Association of To cover operating costs of the SE Pennsylvania 501c(3)- None education programs provided by 2,500 1144 Locust Street Public Chari Planned Parenthood of SE PA Philadelphia,PA 19107

Towards the purchase and retrofitting of a Winnebago to Prevention Point Philadelphia transform it into a mobile 501c(3)- 166 West Lehigh Avenue Lower Level None medical clinic to serve the sick 20,000 Public Chari Philadelphia, PA 19133 and uninsured in some neighborhoods in North and South Philadelphia

Project HOME Towards operating costs for the 501c(3) 1515 Fairmount Avenue None St Elizabeth Health Center 1,000 Public Chari Philadelphia, PA 19130 clinic

Towards the capital cost associated with the Project HOME development of a 501c(3)- 1515 Fairmount Avenue None library/community space at 50,000 Public Chan Philadelphia, PA 19130 Project H 0 M E 's newest housing initiative, St John the Evangelist House

Towards replacing the Ralston Center 501c(3)- "temporary" handicapped ramp 3615 Chestnut Street None 25,000 Public Chari at the West entrance of Ralston Philadelphia, PA 19104 Center

Towards the purchase of Recording for the Blind & Dyslexic 501c(3)- display equipment to be used in 215 W Church Road Suite 111 None 7,000 Public Chari the Education Outreach King of Prussia, PA 19406 Program

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

Recipient If recipient is an individual , Foundation show any relationship to Purpose of grant or status of Amount Name and address ( home or any foundation manager contribution recipient business ) or substantial contributor

a Paid during the year

Retired & Senior Volunt'r Pgm Montgomery Cty Inc Towards the purchase of a 501c ( 3)- 350 Sentry Parkway None larger server and Donor Perfect, 7,500 Public Chan Building 640 Suite 100 a fundraising software program Blue Bell, PA 19422

Towards the new library, which Russell Byers Charter School 501c ( 3)- is part of an initiative to create 1911 Arch Street None 50,000 Public Chari a spacious library and arts Philadelphia,PA 19103 learning center

Safe Harbor of Greater West Chester Inc 501c ( 3)- Towards Raise the Roof for the None 25,000 20 North Matlack Street Public Chari Women capital campaign West Chester , PA 19380

Towards the purchase often new computers , a printer and The Salvation Army accessories for the computer 533 Swede Street 501c(3)- lab which is utilized by the None 16,000 Box 308 Public Chari Before and After School Norristown , PA 19401 Program, Summer Camp and Afternoon Teen Drop-in Program

Towards the purchase of Sisters of St Joseph Mt St Joseph computers to provide adult Convent 501c(3)- immigrants and non-literate None 5,000 728 E Allegheny Avenue Public Chari citizens with enough mastery of Philadelphia , PA 19134 survival English to meet the needs of their families

Towards the purchase of new Southwest Community Enrichment personal computers, monitors Center 501c(3)- and all-in-one None 5,750 1341 South 46th Street Public Chari printer/scanner/copier for the Philadelphia, PA 19143 Teens and Technology Program (TNT)

Towards the construction costs associated with modifying one Stapeley Hall floor of the original home to 501c(3)- 6300 Greene Street None establish a dedicated program 25,000 Public Chan Philadelphia , PA 19144 for persons afflicted with Alzheimer's disease and related dementias

Summerville Public Library Towards the installation of 501c(3)- 114 Second Avenue None central air conditioning for the 11,600 Public Chan Summerville , PA 15865 building

Sunday Breakfast Rescue Mission 302 N 13th Street 501c(3)- Towards replacing and None 25,000 P 0 Box 297 Public Chari expanding their facilities Philadelphia , PA 19105

Support Center for Child Advocates 501c(3)- Towards their Information 1900 Cherry Street None 15,000 Public Chari Technology Project Philadelphia , PA 19103

Surrey Services For Seniors 501c ( 3)- Ongoing Grant Operating 28 Bridge Avenue None 4,000 Public Chari Support Berwyn, PA 19312

Towards an endowment to Temple University preserve, catalog, and digitize Temple University Ambler College 501c(3)- the Philadelphia Bulletin None 50,934 500 Meetinghouse Road Public Chari collection (in the following three Ambler, PA 19002 areas Sports, Independence Hall and Newspapers)

Trustees of the University of Towards their initiative to "go Pennsylvania 501c(3)- green" at XPN both inside the None 32,000 P 0 Box 8419 Public Chari station and outside with their Philadelphia , PA 19101 community of listeners

United Way of Greater Nashua 501c(3)- Operating Support 2008 20 Broad Street None 3,000 Public Chari Campaign Nashua,NH 03064

United Way of Southeastern Pennsylvania 501c(3)- Operating Support 2008 None 25,000 Seven Benjamin Franklin Parkway Public Chari Campaign Philadelphia , PA 19103

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year

a Paid during the year

Upper Darby Twp & Sellers Memorial Towards a new telephone Free Public Lib 501c(3)- system with a voice mail and Main LibraryLi None 8,500 Public Chan paging system for the Main 79M South State Road Library Upper Darby, PA 19082

Visiting Nurse Association of Greater Towards the purchase and Philadelphia 501c(3)- installation of Horizon Monroe OfficeO Center None 50,000 Public Chan Homecare Wound Advisor, a Mon WindingO Drive wound care monitoring system Philadelphia, PA 19131

Volunt'rMedical Svcs Corps of L Towards the purchase ofa Merion & Narberth 501c(3)- Quick Response unit that will None 2,000 101 Sibley Avenue Public Chan be primarily stationed in Radnor Ardmore,PA 19003 Township

Volunt'rMedical Svcs Corps of L Merion & Narberth 501c(3)- None Ongoing Grant 2,000 101 Sibley Avenue Public Chan Ardmore,PA 19003

Towards the "Fair Food White Dog Community Enterprises 501c(3)- Farmstand Expanding to Link 340 N 12th Street Suite 415 None 15,000 Public Chan Urban Consumers and Family Philadelphia,PA 19107 Farmers " Project

White-Williams Scholars 215 South Broad Street 501c(3)- Operating Support Scholarship None 4,000 5th Floor Public Chan Program 2007-08 Philadelphia, PA 19107

WHYY Independence Mall West 501c(3)- None Operating Support 5,000 150 North Sixth Street Public Chan Philadelphia, PA 19106

Wilton Main Street Association 501c(3)- Towards the restoration of the P 0 Box 310 None 35,000 Public Chan Wilton and Gregg Free Library Wilton,NH 03086

Wissahickon Valley Watershed Towards the Wissahickon Association Inc 501c(3)- Valley Watershed None 50,000 12 Morris Road Public Chan Association's Land Acquisition Ambler,PA 19002 fund

Towards the purchase of an The Wistar Institute of Anatomy and assay development None instrumentation for use across 60,000 3601 Spruce Street Public Chan all research programs at The Philadelphia, PA 19104 Institute

Woods Services Foundation Towards the construction of a 501c(3)- P 0 Box 36 None new Medical, Dental and 25,000 Public Chan Langhorne, PA 19047 Employee Training Center

World Affairs Council of Philadelphia One South Broad Street 501c(3)- None Operating Support 3,000 2 Mezz Public Chan Philadelphia, PA 19107

Towards matching a DCNR YMCA of the Upper Main Line 501c(3)- grant that will guide the " Y " 1416 Berwyn-Paoli Road None 15,000 Public Chan future decisions in maintaining Berwyn, PA 19312 their forest and open space

Zoological Society of Philadelphia 50 lc(3)- Operating Support Foundation 3400 West Girard Avenue None 5,000 Public Chan Annual Fund Philadelphia, PA 19104

Zoological Society of Philadelphia Towards the horticulture 501c(3)- 3400 West Girard Avenue None component of the new McNeil 100,000 Public Chan Philadelphia, PA 19104 Avian Center

Total ...... 3a 2,456,646 Form 990PF Part XV Line 3b - Grants and Contributions Approved for Future Payment

b Approved for future payment

Academy of Natural Sciences1900 501c(3)- Towards endowing the Benjamin Franklin Parkway None 238,318 Public Chari Curator of Botany Philadelphia, PA 19103

Towards Biographical American Philosophical Society104 Sketches of Members - to be 501c(3)- South Fifth Street None paid when each of the three 7,000 Public Chan Philadelphia, PA 19106 volumes goes to the publisher

American Philosophical Society104 501c(3)- Towards replacing the roof South Fifth Street None 60,000 Public Chari on Philosophical Hall Philadelphia,PA 19106

Camden City Garden Club IncOperator Towards construction of 501c(3)- 3 Riverside Drive None Camden Children ' s 15,000 Public Chan Camden, NJ 08103 Education Center

Chester County Historical Society225 501c(3)- Towards covering the costs North High Street None 30,000 Public Chari of a slate roof replacement West Chester, PA 19380

Towards an environmental The Episcopal AcademyMerion science laboratory and None project resource room in the 150,000 376 North Latches Lane Public Chan new Newtown Square Merlon, PA 19066 Science Center

Towards the restoration and Fair Hill Burial Ground Corporation 501c(3)- repair of the historic brick 1735 Market Street None 15,000 Public Chari carriageway and entrance Philadelphia,PA 19103 drive

Towards the construction of Florida Scrub-Jay Consortium IncP 0 an aviary/flight cage and 501c(3)- Box 120777 None treatment room facility able 500 Public Chari Clermont, FL 34712 to accomodate injured or sick scrub-jays

Towards the construction Free Library of Philadelphia Foundation costs of the Free Library's 501c(3)- 1901 Vine Street Suite 111 None project to expand the 50,000 Public Chan Philadelphia, PA 19103 Central Library on the Parkway

Friends Assn for Care & Protection of Towards making their new 501c(3)- Children206 North Church Street None family shelter on Chestnut 15,000 Public Chan West Chester, PA 19380 Street energy efficient

Friends of the Wissahickon Inc8708 Towards the Habitat 501c(3) Germantown Avenue None Restoration Project of the 100,000 Public Chari Philadelphia, PA 19118 Sustainable Trails Initiative

Main Line Hospitals IncLankenau Towards the purchase of new Hospital 501c(3)- patient care technology for None 224,790 100 E LancaserAvenue Public Chari Lankenau's Mother/Baby Wynnewood, PA 19096 Center

Towards the purchase of The Nature Conservancy Pennsylvania property in Elk County that Chapter 501c(3)- lies between extensive state None 100,000 15 East Ridge Pike Suite 500 Public Chari lands in northern Conshohocken, PA 19428 Pennsylvania and the Allegheny National Forest

Pennsylvania Horticultural Society100 Towards the Legacy N 20th Street 501c(3)- None Landscapes endowment 111,000 5th Floor Public Chan campaign Philadelphia, PA 19103

Towards the construction of Philadelphia Outward Bound Center a 1,500 square foot storage 501c(3)- 3250 West Sedgeley Drive - East Fai None facility to house and 10,000 Public Chari Philadelphia, PA 19130 maintain expedition equipment and supplies

Total ...... 3b 1,395,674 Form 990PF Part XV Line 3b - Grants and Contributions Approved for Future Payment

b Approved for future payment

Towards an endowment to preserve, catalog, and Temple UniversityTemple University digitize the Philadelphia Ambler College 501c(3)- None Bulletin collection (in the 119,066 500 Meetinghouse Road Public Chan following three areas Ambler, PA 19002 Sports, Independence Hall and Newspapers)

Towards the Wissahickon Wissahickon Valley Watershed 501c(3)- Valley Watershed Association Inc12 Morris Road None 50,000 Public Chan Association ' s Land Ambler,PA 19002 Acquisition fund

Zoological Society of Philadelphia3400 Towards the horticultural 501c(3)- West Girard Avenue None component of the new 100,000 Public Chari Philadelphia, PA 19104 McNeil Avian Center

Total ...... 3b 1,395,674