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Nonprofit · EIN 04-6060043

THE CLEARY FAMILY FOUNDATION

Tax-exempt · ALBANY, NY 12212

Financials

−$71K$250K2022$98K$204K2023$108K$229K2024
Revenue Expenses · by fiscal year end
Financials of THE CLEARY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$108,186$228,875-$120,689$879,202$0$879,202
September 30, 2024990-PF$98,301$203,500-$105,199$999,891$0$999,891
September 30, 2023990-PF-$71,149$250,000-$321,149$1,105,090$0$1,105,090
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$14,320
Net gain from sales of assets
$93,866

Expenses

Grants and similar amounts paid
$225,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$226,837
Excise tax on investment income
$1,478

Balance sheet and other

Total assets, start of year
$999,891
Total assets, end of year
$879,202
Total liabilities, end of year
$0
Net assets, end of year
$879,202
Fair market value of assets
$1,188,701
Qualifying distributions
$226,837
Net investment income
$108,186

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES F CLEARY JR
C/O GOLDMAN SACHS AYCO PO BOX 15201, DIRECTOR, Albany, NY 122125201
TRUSTEE1$0
KRISTIN WELO
C/O GOLDMAN SACHS AYCO PO BOX 15201, Albany, NY 122125201
TRUSTEE1$0
KARA-LYN CLEARY
C/O GOLDMAN SACHS AYCO PO BOX 15201, Albany, NY 122125201
TRUSTEE1$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
JAMES F CLEARY JR
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
KRISTIN WELO
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
KARA-LYN CLEARY
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
JAMES F CLEARY JR
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
KRISTIN WELO
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0
KARA-LYN CLEARY
c/o Ayco Company LP - PO Box 15201, Albany, NY 122125201
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 15201, ALBANY, NY 12212-5201
In care of
% GOLDMANS SACHS AYCO
Signed the 990-PF
Kristin Welo, Trustee
Phone
(518) 640-5000
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6060043
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1964
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$879,202
Income (IRS master file)
$183,304

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$108,186$228,875$879,202XML
990-PFSeptember 2024$98,301$203,500$999,891XML
990-PFSeptember 2023-$71,149$250,000$1,105,090XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6060043).

Questions about THE CLEARY FAMILY FOUNDATION

What is the EIN of THE CLEARY FAMILY FOUNDATION?
The employer identification number (EIN) of THE CLEARY FAMILY FOUNDATION is 04-6060043.
Is THE CLEARY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to THE CLEARY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CLEARY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CLEARY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CLEARY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of THE CLEARY FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE CLEARY FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $108,186, expenses of $228,875 and total assets of $879,202 at year end.

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