The Robert Mclean and Jenepher and is a private foundation focused on Human Services, based in HOLICONG, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $58.6M in total assets. In 2024, it awarded 4 grants totaling $401K. Net investment income was $3.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$58.6M
+283.6% YoY
Annual Giving
$401K
+99.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$100K
+99.8% YoY
Under IRS private-foundation payout rules, The Robert Mclean and Jenepher and reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert Mclean and Jenepher and
Based on IRS filings
The Robert Mclean and Jenepher and is a private foundation focused on Human Services, based in HOLICONG, PA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $58.6M in total assets. In 2024, it awarded 4 grants totaling $401K. Net investment income was $3.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $58,593,293 | $15,275,217 | $2,591,730 |
| Revenue | $44,239,434 | $13,019,500 | $233,837 |
| Expenses | $602,640 | $336,013 | $164,870 |
| Qualifying Distributions | $463,429 | $274,472 | $155,725 |
| Net Investment Income | $3,196,407 | $451,600 | $80,806 |
| Distributable Amount | $1,908,051 | $656,903 | $164,603 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Buckingham Friends School ($200,000), Germantown Academy ($150,000), The Hill School ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BUCKINGHAM FRIENDS SCHOOL LAHASKA, PA | BUILDING CAMPAIGN | $200,000 |
| GERMANTOWN ACADEMY FORT WASHINGTON, PA | SCHOLARSHIP | $150,000 |
| DEVON HORSESHOW FOUNDATION DEVON, PA | MAINTENANCE | $500 |
| THE HILL SCHOOL POTTSTOWN, PA | BUILDING CAMPAIGN | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL M KELLY | TRUSTEE | 20 | — |
| JOSEPH A O'CONNOR | TRUSTEE | 4 | $44,000 |
| EDWARD J KELLY III | ADVISORY TRUSTEE | 1 | — |
| WILLIAM L KELLY | ADVISORY TRUSTEE | 1 | — |
| DOROTHEA S KELLY | DIRECTOR OF GRANTS | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert Mclean and Jenepher and?
The Robert Mclean and Jenepher and is a private foundation focused on Human Services, based in HOLICONG, PA. It holds $58.6M in total assets as of 2024.
How large is The Robert Mclean and Jenepher and?
As of 2024, The Robert Mclean and Jenepher and holds $58.6M in total assets with $44.2M in annual revenue. It awarded 4 grants totaling $401K in 2024.
Where does The Robert Mclean and Jenepher and operate?
The Robert Mclean and Jenepher and has awarded grants in Florida, Illinois, Pennsylvania.
What size grants does The Robert Mclean and Jenepher and award?
In 2024, The Robert Mclean and Jenepher and awarded 4 grants totaling $401K — an average of about $100K per grant, based on its IRS Form 990 filings.
How much is The Robert Mclean and Jenepher and required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert Mclean and Jenepher and reported a distributable amount of $1.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert Mclean and Jenepher and's EIN?
The Robert Mclean and Jenepher and's EIN (Employer Identification Number) is 35-6819324. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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