STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT L AND KATHRINA H MACLELLAN FOUNDATION

Cite this

Plain text ROBERT L AND KATHRINA H MACLELLAN FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/237159802. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ROBERT L AND KATHRINA H MACLELLAN FOUNDATION [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/237159802

MLA “ROBERT L AND KATHRINA H MACLELLAN FOUNDATION.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/237159802. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $2.7M · expenses $4.7M · assets $54.0M

Also known as
FOUNDATION
EIN
23-7159802
Address
820 BROAD ST STE 300, CHATTANOOGA, TN 37402-2604
Website
HTTP://WWW.MACLELLAN.NET/CMS/ABOUT
NTEE code
-
Subsection
501(c)(3)
Ruling year
1972
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Robert H Maclellan CHAIRMAN2016-2024 $292,156$1,631,087 4
Tyler B Harr GRANT OFFICER2020-2024 $141,492$488,751 1
Jeree B Skeen OFFICE MANAGER AND S2021-2024 $89,298$419,821 1
Tonya A Whitman GRANT OFFICER2021-2024 $63,111$246,079 1
Reid A Maclellan VICE CHAIR & SECRETARY2018-2024 $9,980$9,980 2
Charles W Phillips (former) EXECUTIVE DIRECTOR2016-2020 $69,271$255,469 2

Officers and directors, no compensation reported

17 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Robert Bosworth DIRECTOR EMERITUS2016-2024 1 $0 reported 1
Robert C Divine TRUSTEE2016-2024 1 $0 reported 1
Ron Bubba Helveston TRUSTEE2022-2024 1 $0 reported 1
Don Holwerda TRUSTEE, GOVERNANCE COMMITTEE CHAIR2022-2024 1 $0 reported 1
Robert Bob Marshall TRUSTEE2022-2024 1 $0 reported 1
Tyler Siira TREASURER, FINANCE/AUDIT COMMITTEE CHA2016-2024 1 $0 reported 1
Bart Rolen TRUSTEE2022-2024 1 $0 reported 1
Lara Munford-Shields TRUSTEE2017-2024 1 $0 reported 1
Jerry Stauffer TRUSTEE2023-2024 1 $0 reported 1
Tom Mccallie (former) DIRECTOR EMERITUS2023 1 $0 reported 1
Donald J Holwerda (former) GOVERNANCE COMMITTEE CHAIR2016-2021 1 $0 reported 1
Jonathan B Rolen (former) TRUSTEE2018-2021 1 $0 reported 1
N Carter Newbold (former) TREASURER2016-2021 1 $0 reported 1
Jerome Stauffer (former) TRUSTEE2018-2021 1 $0 reported 1
Thomas H Mccallie Iii (former) SECRETARY2016-2019 1 $0 reported 2
Lara Munford (former) DIRECTOR2016 1 $0 reported 1
See Attached Statement (former) SEE ATTACHED STATEMENT2016 0 $0 reported 1

People by year

2024 · 14 people listed · 5 paid, $596K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN CHAIRMAN38 $244,873-$47,283 $292,1564
TYLER B HARR GRANT OFFICER36 $117,520-$23,972 $141,4921
JEREE B SKEEN OFFICE MANAGER AND S36 $80,418-$8,880 $89,2981
TONYA A WHITMAN GRANT OFFICER36 $59,140-$3,971 $63,1111
REID A MACLELLAN VICE CHAIR & SECRETARY1 $0-$9,980 $9,9802
ROBERT BOSWORTH DIRECTOR EMERITUS1 $0-$0 $01
ROBERT C DIVINE TRUSTEE1 $0-$0 $01
RON BUBBA HELVESTON TRUSTEE1 $0-$0 $01
DON HOLWERDA TRUSTEE, GOVERNANCE COMMITTEE CHAIR1 $0-$0 $01
ROBERT BOB MARSHALL TRUSTEE1 $0-$0 $01
TYLER SIIRA TREASURER, FINANCE/AUDIT COMMITTEE CHA1 $0-$0 $01
BART ROLEN TRUSTEE1 $0-$0 $01
LARA MUNFORD-SHIELDS TRUSTEE1 $0-$0 $01
JERRY STAUFFER TRUSTEE1 $0-$0 $01
2023 · 15 people listed · 4 paid, $560K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN CHAIRMAN38 $227,188-$79,822 $307,0104
TYLER B HARR GRANT OFFICER36 $95,047-$10,455 $105,5021
JEREE B SKEEN OFFICE MANAGER AND S36 $76,861-$8,455 $85,3161
TONYA A WHITMAN GRANT OFFICER36 $56,321-$6,195 $62,5161
ROBERT BOSWORTH TRUSTEE, COMPENSATION COMMITTEE CHAIR1 $0-$0 $01
ROBERT C DIVINE TRUSTEE1 $0-$0 $01
RON BUBBA HELVESTON TRUSTEE1 $0-$0 $01
REID A MACLELLAN SECRETARY1 $0-$0 $02
DON HOLWERDA TRUSTEE, GOVERNANCE COMMITTEE CHAIR1 $0-$0 $01
ROBERT BOB MARSHALL TRUSTEE1 $0-$0 $01
TYLER SIIRA TREASURER, FINANCE/AUDIT COMMITTEE CHA1 $0-$0 $01
BART ROLEN TRUSTEE1 $0-$0 $01
LARA MUNFORD-SHIELDS TRUSTEE1 $0-$0 $01
TOM MCCALLIE DIRECTOR EMERITUS1 $0-$0 $01
JERRY STAUFFER TRUSTEE1 $0-$0 $01
2022 · 13 people listed · 4 paid, $589K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN CHAIRMAN38 $214,888-$35,832 $250,7204
JEREE B SKEEN OFFICE MANAGER AND S36 $145,784-$26,948 $172,7321
TYLER B HARR GRANT OFFICER36 $85,249-$15,507 $100,7561
TONYA A WHITMAN GRANT OFFICER36 $55,035-$9,778 $64,8131
ROBERT BOSWORTH TRUSTEE, COMPENSATION COMMITTEE CHAIR1 $0-$0 $01
ROBERT C DIVINE TRUSTEE1 $0-$0 $01
RON BUBBA HELVESTON TRUSTEE1 $0-$0 $01
REID A MACLELLAN SECRETARY1 $0-$0 $02
DON HOLWERDA TRUSTEE, GOVERNANCE COMMITTEE CHAIR1 $0-$0 $01
ROBERT BOB MARSHALL TRUSTEE1 $0-$0 $01
TYLER SIIRA TREASURER, FINANCE/AUDIT COMMITTEE CHA1 $0-$0 $01
BART ROLEN TRUSTEE1 $0-$0 $01
LARA MUNFORD-SHIELDS TRUSTEE1 $0-$0 $01
2021 · 13 people listed · 4 paid, $433K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN CHAIRMAN38 $202,488-$22,274 $224,7624
TYLER B HARR GRANT OFFICER36 $72,085-$7,929 $80,0141
JEREE B SKEEN OFFICE MANAGER AND S36 $65,293-$7,182 $72,4751
TONYA A WHITMAN GRANT OFFICER36 $50,125-$5,514 $55,6391
ROBERT BOSWORTH COMPENSATION COMMITTEE CHAIR1 $0-$0 $01
ROBERT C DIVINE TRUSTEE1 $0-$0 $01
DONALD J HOLWERDA GOVERNANCE COMMITTEE CHAIR1 $0-$0 $01
REID A MACLELLAN SECRETARY1 $0-$0 $02
JONATHAN B ROLEN TRUSTEE1 $0-$0 $01
N CARTER NEWBOLD TREASURER1 $0-$0 $01
TYLER SIIRA TRUSTEE1 $0-$0 $01
JEROME STAUFFER TRUSTEE1 $0-$0 $01
LARA MUNFORD-SHIELDS TRUSTEE1 $0-$0 $01
2020 · 12 people listed · 3 paid, $341K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN CHAIRMAN38 $182,541-$28,184 $210,7254
CHARLES W PHILLIPS EXECUTIVE DIRECTOR19 $61,965-$7,306 $69,2712
TYLER B HARR GRANT OFFICER36 $53,403-$7,584 $60,9871
ROBERT BOSWORTH COMPENSATION COMMITTEE CHAIR1 $0-$0 $01
ROBERT C DIVINE TRUSTEE1 $0-$0 $01
DONALD J HOLWERDA GOVERNANCE COMMITTEE CHAIR1 $0-$0 $01
REID A MACLELLAN SECRETARY1 $0-$0 $02
JONATHAN B ROLEN TRUSTEE1 $0-$0 $01
N CARTER NEWBOLD TREASURER1 $0-$0 $01
TYLER SIIRA TRUSTEE1 $0-$0 $01
JEROME STAUFFER TRUSTEE1 $0-$0 $01
LARA MUNFORD-SHIELDS TRUSTEE1 $0-$0 $01
2019 · 14 people listed · 2 paid, $290K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN PRESIDENT & TREASURE36 $172,914-$10,683 $183,5974
CHARLES W PHILLIPS EXECUTIVE DIRECTOR18 $101,243-$5,542 $106,7852
ROBERT H MACLELLAN PRESIDENT & TREASURER38 $0-$0 $04
ROBERT BOSWORTH DIRECTOR1 $0-$0 $01
ROBERT C DIVINE DIRECTOR1 $0-$0 $01
DONALD J HOLWERDA DIRECTOR1 $0-$0 $01
REID A MACLELLAN DIRECTOR1 $0-$0 $02
THOMAS H MCCALLIE III SECRETARY1 $0-$0 $02
JONATHAN B ROLEN DIRECTOR1 $0-$0 $01
LARA MUNFORD SHIELDS DIRECTOR1 $0-$0 $01
N CARTER NEWBOLD DIRECTOR1 $0-$0 $01
TYLER SIIRA DIRECTOR1 $0-$0 $01
JEROME STAUFFER DIRECTOR1 $0-$0 $01
CHARLES W PHILLIPS EXECUTIVE DIRECTOR19 $0-$0 $02
2018 · 12 people listed · 2 paid, $242K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN PRESIDENT & TREASURER38 $162,117-$0 $162,1174
CHARLES W PHILLIPS EXECUTIVE DIRECTOR19 $79,413-$0 $79,4132
ROBERT BOSWORTH DIRECTOR1 $0-$0 $01
ROBERT C DIVINE DIRECTOR1 $0-$0 $01
DONALD J HOLWERDA DIRECTOR1 $0-$0 $01
REID A MACLELLAN DIRECTOR1 $0-$0 $02
THOMAS H MCCALLIE III SECRETARY1 $0-$0 $02
JONATHAN B ROLEN DIRECTOR1 $0-$0 $01
LARA MUNFORD SHIELDS DIRECTOR1 $0-$0 $01
N CARTER NEWBOLD DIRECTOR1 $0-$0 $01
TYLER SIIRA DIRECTOR1 $0-$0 $01
JEROME STAUFFER DIRECTOR1 $0-$0 $01
2017 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN PRESIDENT & TREASURER38 $0-$0 $04
LARA M SHIELDS DIRECTOR1 $0-$0 $01
THOMAS H MCCALLIE III SECRETARY1 $0-$0 $02
ROBERT E BOSWORTH DIRECTOR1 $0-$0 $01
ROBERT DIVINE DIRECTOR1 $0-$0 $01
DONALD J HOLWERDA DIRECTOR1 $0-$0 $01
N CARTER NEWBOLD DIRECTOR1 $0-$0 $01
TYLER SIIRA DIRECTOR1 $0-$0 $01
CHARLES W PHILLIPS PHD EXECUTIVE DIRECTOR19 $0-$0 $02
2016 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT H MACLELLAN PRESIDENT & TREASURER38 $0-$0 $04
LARA MUNFORD DIRECTOR1 $0-$0 $01
THOMAS H MCCALLIE III SECRETARY1 $0-$0 $02
ROBERT E BOSWORTH DIRECTOR1 $0-$0 $01
ROBERT DIVINE DIRECTOR1 $0-$0 $01
DONALD J HOLWERDA DIRECTOR1 $0-$0 $01
N CARTER NEWBOLD DIRECTOR1 $0-$0 $01
TYLER SIIRA DIRECTOR1 $0-$0 $01
CHARLES W PHILLIPS PHD EXECUTIVE DIRECTOR19 $0-$0 $02
SEE ATTACHED STATEMENT SEE ATTACHED STATEMENT0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 47 grants to organizations · $3.0M
2023 · 55 grants to organizations · $2.5M
2022 · 68 grants to organizations · $2.7M
2021 · 68 grants to organizations · $2.5M
2020 · 106 grants to organizations · $3.2M
2019 · 75 grants to organizations · $2.8M
2018 · 50 grants to organizations · $2.5M
2017 · 25 grants to organizations · $2.2M
2016 · 14 grants to organizations · $3.0M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,697,737$4,709,372 $54,035,930$54,035,930 -- $244,873--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$7,651,129$4,224,602 $56,047,565$56,047,565 -- $227,188--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$579,908$4,544,202 $52,621,038$52,621,038 -- $214,888--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$16,836,659$3,848,515 $56,774,475$56,585,332 -- $202,488--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$956,618$4,577,011 $43,597,188$43,597,188 -- $244,506--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$2,870,345$4,369,815 $47,217,581$47,217,581 -- $274,157--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,893,398$4,281,365 $48,717,051$48,717,051 -- $241,530--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$3,304,686$3,377,424 $50,105,018$50,105,018 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,217,724$4,192,049 $50,177,756$50,177,756 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ROBERT H AND KATHARINE B GARFF FOUNDATIONUTT22 $2,430,963$2,682,726 DIRECTOR$0 Similar name, revenue within 2x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $4,709,372 spent · pay $590,178 · grants $3,014,825 · events $39,884
LineAs describedTotalShare
Contributions, gifts, grants paid $3,014,825 64.0%
Other expenses $589,065 12.5%
Fees: other professional $286,014 6.1%
Other salaries and wages $257,078 5.5%
Pay: officers, directors, trustees $244,873 5.2%
Pension plans and employee benefits $88,227 1.9%
Taxes $66,475 1.4%
Interest $58,399 1.2%
Travel, conferences and meetings $39,884 0.8%
Occupancy $33,421 0.7%
Fees: accounting $15,800 0.3%
Depreciation and depletion $12,452 0.3%
Fees: legal $2,859 0.1%
Total$4,709,372100%

View the filing

2023 · Form 990PF · $4,224,602 spent · pay $535,239 · grants $2,528,575 · events $51,746
LineAs describedTotalShare
Contributions, gifts, grants paid $2,528,575 59.9%
Other expenses $675,546 16.0%
Fees: other professional $280,076 6.6%
Other salaries and wages $228,229 5.4%
Pay: officers, directors, trustees $227,188 5.4%
Pension plans and employee benefits $79,822 1.9%
Interest $55,881 1.3%
Travel, conferences and meetings $51,746 1.2%
Taxes $46,380 1.1%
Occupancy $22,958 0.5%
Fees: accounting $14,900 0.4%
Depreciation and depletion $12,452 0.3%
Fees: legal $849 0.0%
Total$4,224,602100%

View the filing

2022 · Form 990PF · $4,544,202 spent · pay $589,022 · grants $2,672,502 · events $95,122
LineAs describedTotalShare
Contributions, gifts, grants paid $2,672,502 58.8%
Other expenses $563,632 12.4%
Fees: other professional $300,479 6.6%
Other salaries and wages $286,068 6.3%
Taxes $237,516 5.2%
Pay: officers, directors, trustees $214,888 4.7%
Travel, conferences and meetings $95,122 2.1%
Pension plans and employee benefits $88,066 1.9%
Interest $47,356 1.0%
Occupancy $15,402 0.3%
Depreciation and depletion $12,475 0.3%
Fees: accounting $9,946 0.2%
Fees: legal $750 0.0%
Total$4,544,202100%

View the filing

2021 · Form 990PF · $3,848,515 spent · pay $458,216 · grants $2,459,090 · events $8,911
LineAs describedTotalShare
Contributions, gifts, grants paid $2,459,090 63.9%
Other expenses $535,484 13.9%
Fees: other professional $280,695 7.3%
Pay: officers, directors, trustees $202,488 5.3%
Other salaries and wages $187,504 4.9%
Pension plans and employee benefits $68,224 1.8%
Interest $38,759 1.0%
Occupancy $20,512 0.5%
Taxes $20,178 0.5%
Fees: accounting $13,139 0.3%
Depreciation and depletion $12,521 0.3%
Travel, conferences and meetings $8,911 0.2%
Fees: legal $1,010 0.0%
Total$3,848,515100%

View the filing

2020 · Form 990PF · $4,577,011 spent · pay $467,433 · grants $3,179,401 · events $25,369
LineAs describedTotalShare
Contributions, gifts, grants paid $3,179,401 69.5%
Other expenses $478,393 10.5%
Fees: other professional $280,768 6.1%
Pay: officers, directors, trustees $244,506 5.3%
Other salaries and wages $166,237 3.6%
Interest $59,706 1.3%
Pension plans and employee benefits $56,690 1.2%
Taxes $30,710 0.7%
Travel, conferences and meetings $25,369 0.6%
Occupancy $20,494 0.4%
Fees: accounting $13,018 0.3%
Depreciation and depletion $12,594 0.3%
Fees: legal $8,848 0.2%
Printing and publications $277 0.0%
Total$4,577,011100%

View the filing

2019 · Form 990PF · $4,369,815 spent · pay $401,210 · grants $2,839,003 · events $60,477
LineAs describedTotalShare
Contributions, gifts, grants paid $2,839,003 65.0%
Other expenses $730,224 16.7%
Pay: officers, directors, trustees $274,157 6.3%
Fees: other professional $148,063 3.4%
Other salaries and wages $103,177 2.4%
Taxes $73,133 1.7%
Interest $64,442 1.5%
Travel, conferences and meetings $60,477 1.4%
Pension plans and employee benefits $23,876 0.5%
Occupancy $20,480 0.5%
Fees: accounting $19,645 0.4%
Depreciation and depletion $13,138 0.3%
Total$4,369,815100%

View the filing

2018 · Form 990PF · $4,281,365 spent · pay $348,850 · grants $2,532,403 · events $56,296
LineAs describedTotalShare
Contributions, gifts, grants paid $2,532,403 59.1%
Other expenses $745,745 17.4%
Fees: other professional $249,241 5.8%
Pay: officers, directors, trustees $241,530 5.6%
Occupancy $154,499 3.6%
Other salaries and wages $107,320 2.5%
Taxes $98,788 2.3%
Interest $59,305 1.4%
Travel, conferences and meetings $56,296 1.3%
Fees: accounting $21,107 0.5%
Depreciation and depletion $13,454 0.3%
Printing and publications $1,677 0.0%
Total$4,281,365100%

View the filing

2017 · Form 990PF · $3,377,424 spent · pay $0 · grants $2,210,000 · events $51,467
LineAs describedTotalShare
Contributions, gifts, grants paid $2,210,000 65.4%
Fees: other professional $689,462 20.4%
Other expenses $361,997 10.7%
Travel, conferences and meetings $51,467 1.5%
Fees: accounting $21,210 0.6%
Occupancy $15,575 0.5%
Depreciation and depletion $14,026 0.4%
Taxes $13,687 0.4%
Total$3,377,424100%

View the filing

2016 · Form 990PF · $4,192,049 spent · pay $0 · grants $3,029,032 · events $51,070
LineAs describedTotalShare
Contributions, gifts, grants paid $3,029,032 72.3%
Fees: other professional $659,571 15.7%
Other expenses $389,560 9.3%
Travel, conferences and meetings $51,070 1.2%
Fees: accounting $23,692 0.6%
Occupancy $15,557 0.4%
Depreciation and depletion $14,940 0.4%
Taxes $8,627 0.2%
Total$4,192,049100%

View the filing