Clary Memorial Tr

  • Milwaukee, WI
  • Tax-exempt since June 2012
  • EIN: 27-7012186

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,609
Expenses
$60,934
Net Income
$1,675
Net Assets
$1,442,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,178
73.8%
Sales of Assets $14,217
22.7%
Other Income $2,214
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,102
62.5%
Compensation of Officers* $24,676
40.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,442,163
Total Liabilities $0
Net Assets $1,442,163
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $24,676 $0

Document Links

990-PF
Filed on April 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,426
Expenses
$93,037
Net Income
-$59,611
Net Assets
$1,441,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,837
> 100%
Sales of Assets -$4,436
Other Income $25
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,829
74.0%
Compensation of Officers* $22,390
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,441,560
Total Liabilities $0
Net Assets $1,441,560
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $22,390 $0

Document Links

990-PF
Filed on April 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$213,858
Expenses
$97,076
Net Income
$116,782
Net Assets
$1,501,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,980
17.3%
Sales of Assets $176,851
82.7%
Other Income $27
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,898
75.1%
Compensation of Officers* $22,873
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,501,176
Total Liabilities $0
Net Assets $1,501,176
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $22,873 $0

Document Links

990-PF
Filed on April 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,349
Expenses
$88,860
Net Income
$48,489
Net Assets
$1,384,393
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,585
22.3%
Sales of Assets $105,874
77.1%
Other Income $890
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,989
74.3%
Compensation of Officers* $24,528
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,384,393
Total Liabilities $0
Net Assets $1,384,393
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $24,528 $0

Document Links

990-PF
Filed on April 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,517
Expenses
$91,321
Net Income
-$53,804
Net Assets
$1,338,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,726
89.9%
Sales of Assets $3,791
10.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,769
75.3%
Compensation of Officers* $21,833
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,338,840
Total Liabilities $1
Net Assets $1,338,839
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $21,833 $0

Document Links

990-PF
Filed on March 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,562
Expenses
$96,428
Net Income
$3,134
Net Assets
$1,392,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,653
36.8%
Sales of Assets $62,430
62.7%
Other Income $479
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,691
77.5%
Compensation of Officers* $21,759
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,392,657
Total Liabilities $1
Net Assets $1,392,656
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $21,759 $0

Document Links

990-PF
Filed on April 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,352
Expenses
$103,967
Net Income
-$47,615
Net Assets
$1,389,523
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,555
70.2%
Sales of Assets $16,797
29.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,458
75.5%
Compensation of Officers* $22,862
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,389,523
Total Liabilities $0
Net Assets $1,389,523
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Trustee) $22,862 $0

Document Links

990-PF
Filed on Feb. 22, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,312
Expenses
$100,410
Net Income
$14,902
Net Assets
$1,437,246
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,921
30.3%
Sales of Assets $79,668
69.1%
Other Income $723
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,804
78.5%
Compensation of Officers* $23,104
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,437,246
Total Liabilities $0
Net Assets $1,437,246
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $23,104 $0

Document Links

990-PF
Filed on March 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,780
Expenses
$102,870
Net Income
-$68,090
Net Assets
$1,422,343
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,062
92.2%
Sales of Assets $2,718
7.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,580
78.3%
Compensation of Officers* $22,995
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,422,343
Total Liabilities $0
Net Assets $1,422,343
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $22,995 $0

Document Links

990-PF
Filed on Feb. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,183
Expenses
$103,139
Net Income
$19,044
Net Assets
$1,490,587
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,039
30.3%
Sales of Assets $84,147
68.9%
Other Income $997
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,967
78.5%
Compensation of Officers* $23,428
22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,490,587
Total Liabilities $0
Net Assets $1,490,587
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $23,428 $0

Document Links

990-PF
Filed on April 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,681
Expenses
$134,317
Net Income
-$2,636
Net Assets
$1,471,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,693
24.1%
Sales of Assets $99,051
75.2%
Other Income $937
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,701
82.4%
Compensation of Officers* $23,494
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,471,261
Total Liabilities $0
Net Assets $1,471,261
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $23,494 $0

Document Links

990-PF
Filed on April 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$145,957
Expenses
$95,128
Net Income
$50,829
Net Assets
$1,473,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,570
27.1%
Sales of Assets $106,144
72.7%
Other Income $243
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,236
74.9%
Compensation of Officers* $22,418
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,473,704
Total Liabilities $0
Net Assets $1,473,704

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,920
Expenses
$96,640
Net Income
-$58,720
Net Assets
$1,423,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,320
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,117
79.8%
Compensation of Officers* $20,802
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,423,885
Total Liabilities $0
Net Assets $1,423,885

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,541,588
Expenses
$58,744
Net Income
$1,482,844
Net Assets
$1,482,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,370,395
88.9%
Interest Revenue $0
Dividends $38,350
2.5%
Sales of Assets $132,843
8.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,792
66.0%
Compensation of Officers* $17,713
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,482,508
Total Liabilities $0
Net Assets $1,482,508

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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