The Cleary Family Foundation

Albany, NY
Tax-exempt since June 1964
EIN: 04-6060043

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$108k (2025)

Expenses

$229k (2025)

Total Assets

$879k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 Sept.
2025

Revenue

$108,186

Expenses

$228,875

Net Income

-$120,689

Net Assets

$879,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,320	13.2%
Sales of Assets	$93,866	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,837	99.1%
Compensation of Officers*	$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	$879,202
Total Liabilities	$0
Net Assets	$879,202

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Feb. 16, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$98,301

Expenses

$203,500

Net Income

-$105,199

Net Assets

$999,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,371	17.7%
Sales of Assets	$80,930	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,750	99.1%
Compensation of Officers*	$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	$999,891
Total Liabilities	$0
Net Assets	$999,891

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Feb. 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

-$71,149

Expenses

$250,000

Net Income

-$321,149

Net Assets

$1,105,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,077
Sales of Assets	-$86,226
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,000	100%
Compensation of Officers*	$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	$1,105,090
Total Liabilities	$0
Net Assets	$1,105,090

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Feb. 10, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$105,847

Expenses

$229,545

Net Income

-$123,698

Net Assets

$1,426,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,732	10.1%
Sales of Assets	$95,115	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,523	96.5%
Compensation of Officers*	$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	$1,426,239
Total Liabilities	$0
Net Assets	$1,426,239

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$281,588

Expenses

$222,264

Net Income

$59,324

Net Assets

$1,549,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,871	15.9%
Sales of Assets	$236,712	84.1%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,000	94.5%
Compensation of Officers*	$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	$1,549,937
Total Liabilities	$0
Net Assets	$1,549,937

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Feb. 1, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$69,018

Expenses

$270,000

Net Income

-$200,982

Net Assets

$1,490,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,308	32.3%
Sales of Assets	$46,710	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,000	100%
Compensation of Officers*	$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	$1,490,613
Total Liabilities	$1
Net Assets	$1,490,612

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on April 8, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

-$20,508

Expenses

$237,694

Net Income

-$258,202

Net Assets

$1,691,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,880
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,000	96.8%
Compensation of Officers*	$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	$1,691,595
Total Liabilities	$1
Net Assets	$1,691,594

Compensation

Key Employees and Officers	Compensation	Other
James F Cleary Jr (Trustee)	$0	$0
Kristin Welo (Trustee)	$0	$0
Kara Lyn Cleary (Trustee)	$0	$0

990-PF

Filed on Aug. 13, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$20,055

Expenses

$61,998

Net Income

-$41,943

Net Assets

$173,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,644	8.2%
Sales of Assets	$18,411	91.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,900	82.1%
Compensation of Officers*	$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	$173,273
Total Liabilities	$0
Net Assets	$173,273

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$55,016

Expenses

$27,755

Net Income

$27,261

Net Assets

$215,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,618	72.0%
Interest Revenue	$0
Dividends	$2,559	4.7%
Sales of Assets	$12,839	23.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,600	95.8%
Compensation of Officers*	$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	$215,216
Total Liabilities	$0
Net Assets	$215,216

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2012

Revenue

$3,351

Expenses

$18,796

Net Income

-$15,445

Net Assets

$186,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,123	63.4%
Sales of Assets	$1,228	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,200	86.2%
Compensation of Officers*	$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	$186,495
Total Liabilities	$0
Net Assets	$186,495

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$79,012

Expenses

$61,876

Net Income

$17,136

Net Assets

$203,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35	0.0%
Interest Revenue	$0
Dividends	$1,974	2.5%
Sales of Assets	$77,003	97.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,500	99.4%
Compensation of Officers*	$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	$203,340
Total Liabilities	$0
Net Assets	$203,340

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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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.

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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

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Updated March 23, 2026

The Cleary Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $108k (2025)

Expenses $229k (2025)

Total Assets $879k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Revenue

$108k (2025)

Expenses

$229k (2025)

Total Assets

$879k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002