Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CHARLES DOWNEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

81-0902969
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,201,953J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 60,993 60,411  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 256,928
b Gross sales price for all assets on line 6a 2,691,264
7 Capital gain net income (from Part IV, line 2)... 256,928
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 317,921 317,339  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,684 11,810   7,873
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
750     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,684 11,810 0 9,123
25 Contributions, gifts, grants paid....... 1,150,870 1,150,870
26 Total expenses and disbursements. Add lines 24 and 25 1,172,554 11,810 0 1,159,993
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -854,633
b Net investment income (if negative, enter -0-) 305,529
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 111,460 824 824
2 Savings and temporary cash investments......... 206,257 39,248 39,248
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 276,186 Click to see attachment
List of Attached Documents:
// Content
449,653 		442,487
b Investments—corporate stock (attach schedule)....... 1,550,961 Click to see attachment
List of Attached Documents:
// Content
1,117,428 		1,587,438
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 445,426 Click to see attachment
List of Attached Documents:
// Content
130,407 		131,956
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,590,290 1,737,560 2,201,953
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,590,290 1,737,560
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,590,290 1,737,560
30 Total liabilities and net assets/fund balances (see instructions). 2,590,290 1,737,560
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,590,290
2
Enter amount from Part I, line 27a .....................
2
-854,633
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,903
4
Add lines 1, 2, and 3 ..........................
4
1,737,560
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,737,560
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3. ALEXANDRIA REAL ESTATE EQUITIES INC   2024-07-11 2024-08-01
b 642. ALEXANDRIA REAL ESTATE EQUITIES INC   2024-07-01 2024-08-01
c 52. ALPHABET INC SHS CL A   2023-03-01 2024-02-08
d 38. ALPHABET INC SHS CL A   2023-03-01 2024-04-04
e 106. ALPHABET INC SHS CL A   2023-03-01 2024-09-03
10. ANTHEM INC   2024-03-01 2024-04-04
29. ANTHEM INC   2024-03-01 2024-09-03
1. ANTHEM INC   2024-07-11 2024-11-08
132. ANTHEM INC   2024-03-01 2024-11-08
53. APPLE INC   2022-08-04 2024-02-08
12. APPLE INC   2022-08-15 2024-04-04
26. APPLE INC   2022-08-04 2024-04-04
69. APPLE INC   2022-08-15 2024-09-03
38. APPLE INC   2022-08-19 2024-09-03
387. ATMUS FILTRATION   2024-08-01 2024-09-03
181. BERRY PLASTICS GROUP INC   2024-08-01 2024-09-03
842. BERRY PLASTICS GROUP INC   2024-08-01 2024-12-02
4329.133 BLACKROCK FLOATING RATE INCOME PORTFOLIO   2022-08-04 2024-03-18
9982.867 BLACKROCK FLOATING RATE INCOME PORTFOLIO   2022-08-02 2024-03-18
2937.66 BLACKROCK FLOATING RATE INCOME PORTFOLIO   2022-08-04 2024-09-03
2864. CSX CORP   2023-11-01 2024-01-02
318. CSX CORP   2023-11-01 2024-01-03
168. CATERPILLAR INC   2024-05-01 2024-08-01
1. CATERPILLAR INC   2024-07-11 2024-08-01
16. CHEMED CORP   2022-08-02 2024-02-08
9. CHEMED CORP   2022-08-02 2024-04-04
3. CHEMED CORP   2022-08-04 2024-04-04
33. CHEMED CORP   2022-08-04 2024-09-03
33. CHENIERE ENERGY INC   2024-02-01 2024-02-08
399. CHENIERE ENERGY INC   2024-02-01 2024-03-01
92. CRANE HOLDINGS CO REG   2022-08-02 2024-02-08
67. CRANE HOLDINGS CO REG   2022-08-02 2024-04-04
90. CRANE HOLDINGS CO REG   2022-08-02 2024-09-03
135. CRANE HOLDINGS CO REG   2022-08-04 2024-09-03
1130. DELTA AIR LINES INC   2024-05-01 2024-08-01
9. DELTA AIR LINES INC   2024-07-11 2024-08-01
23. FACEBOOK INC   2023-07-05 2024-02-08
16. FACEBOOK INC   2023-07-05 2024-04-04
46. FACEBOOK INC   2023-07-05 2024-09-03
1866. FORTINET INC   2023-10-10 2024-01-02
98. FORTINET INC   2023-10-10 2024-01-03
288. GENERAL MOTORS CO   2024-07-01 2024-09-03
48. HALLIBURTON CO   2024-01-03 2024-02-08
37. HALLIBURTON CO   2024-01-03 2024-04-04
32. HALLIBURTON CO   2024-07-11 2024-08-01
476. HALLIBURTON CO   2024-01-03 2024-08-01
93. HALLIBURTON CO   2024-01-23 2024-08-01
352. HONEYWELL INTERNATIONAL INC   2024-07-01 2024-08-01
2. HONEYWELL INTERNATIONAL INC   2024-07-11 2024-08-01
9. ISHARES IBOXX $ INVT GRADE CORP BD   2022-09-23 2024-02-07
247. ISHARES IBOXX $ INVT GRADE CORP BD   2022-08-04 2024-02-07
5. ISHARES IBOXX $ INVT GRADE CORP BD   2023-01-27 2024-02-07
91. ISHARES IBOXX $ INVT GRADE CORP BD   2022-08-15 2024-02-07
555. ISHARES IBOXX $ INVT GRADE CORP BD   2023-01-18 2024-02-07
248. ISHARES IBOXX $ INVT GRADE CORP BD   2022-08-02 2024-02-07
89. ISHARES IBOXX $ INVT GRADE CORP BD   2022-08-19 2024-02-07
105. ISHARES IBOXX $ INVT GRADE CORP BD   2022-08-22 2024-02-07
14. KLA-TENCOR CORP COM   2023-05-01 2024-02-08
10. KLA-TENCOR CORP COM   2023-05-01 2024-04-04
35. KLA-TENCOR CORP COM   2023-05-01 2024-09-03
88. KIMBERLY-CLARK CORP   2024-08-01 2024-09-03
409. KIMBERLY-CLARK CORP   2024-08-01 2024-11-08
62. LAMB WESTON HOLDINGS INC   2023-10-02 2024-02-08
45. LAMB WESTON HOLDINGS INC   2023-10-02 2024-04-04
23. LAMB WESTON HOLDINGS INC   2024-01-23 2024-05-01
688. LAMB WESTON HOLDINGS INC   2023-10-02 2024-05-01
.6488 MAGNERA CORP REG SHS   2024-08-01 2024-11-07
232. MAGNERA CORP REG SHS   2024-08-01 2024-11-08
473. MARATHON PETROLEUM CORP   2023-08-01 2024-01-02
24. MARATHON PETROLEUM CORP   2023-08-01 2024-01-03
618. MATTEL INC   2024-08-01 2024-09-03
69. MERCK AND CO INC SHS   2023-12-01 2024-02-08
811. MERCK AND CO INC SHS   2023-12-01 2024-03-01
27. MERCK AND CO INC SHS   2024-01-23 2024-03-01
26. NVIDIA CORP   2023-12-01 2024-02-08
19. NVIDIA CORP   2023-12-01 2024-04-04
71. NVIDIA CORP   2023-12-01 2024-06-18
975. NVIDIA CORP   2023-12-01 2024-07-08
348. NVIDIA CORP   2023-12-01 2024-09-03
1168. OCCIDENTAL PETROLEUM CORP   2024-01-02 2024-02-01
58. OCCIDENTAL PETROLEUM CORP   2024-01-23 2024-02-01
32. PEPSICO INCORPORATED   2024-01-02 2024-02-08
24. PEPSICO INCORPORATED   2024-01-02 2024-04-04
15. PEPSICO INCORPORATED   2024-01-23 2024-08-01
2. PEPSICO INCORPORATED   2024-07-11 2024-08-01
354. PEPSICO INCORPORATED   2024-01-02 2024-08-01
43. PROGRESSIVE CORP OHIO COM   2023-12-01 2024-02-08
31. PROGRESSIVE CORP OHIO COM   2023-12-01 2024-04-04
19. PROGRESSIVE CORP OHIO COM   2024-01-23 2024-07-01
475. PROGRESSIVE CORP OHIO COM   2023-12-01 2024-07-01
145. REXFORD INDUSTRIAL REALTY INC   2023-12-01 2024-02-08
1684. REXFORD INDUSTRIAL REALTY INC   2023-12-01 2024-03-01
74. REXFORD INDUSTRIAL REALTY INC   2024-01-23 2024-03-01
372. SABRA HEALTH CARE REIT INC   2024-03-01 2024-04-04
1039. SABRA HEALTH CARE REIT INC   2024-03-01 2024-09-03
59. TJX COMPANIES INCORPORATED NEW   2023-03-01 2024-02-08
43. TJX COMPANIES INCORPORATED NEW   2023-03-01 2024-04-04
121. TJX COMPANIES INCORPORATED NEW   2023-03-01 2024-09-03
382. TARGET CORP   2024-11-08 2024-12-02
104. TOLL BROTHERS INC   2023-11-01 2024-02-08
75. TOLL BROTHERS INC   2023-11-01 2024-04-04
210. TOLL BROTHERS INC   2023-11-01 2024-09-03
23. UNION PACIFIC CORP   2024-01-02 2024-02-08
17. UNION PACIFIC CORP   2024-01-02 2024-04-04
13. UNION PACIFIC CORP   2024-01-23 2024-07-01
243. UNION PACIFIC CORP   2024-01-02 2024-07-01
21000. U S TREASURY BONDS   2024-04-04 2024-09-03
12000. U S TREASURY BONDS   2023-12-21 2024-09-03
1000. U S TREASURY BONDS   2024-07-11 2024-09-03
37000. U.S. TREASURY NOTE   2023-12-21 2024-09-03
22000. U.S. TREASURY NOTE   2023-12-12 2024-09-03
8.9998 UNITEDHEALTH GROUP INC   2022-08-02 2024-02-08
6.0002 UNITEDHEALTH GROUP INC   2022-08-02 2024-02-08
11. UNITEDHEALTH GROUP INC   2022-08-02 2024-04-04
23. UNITEDHEALTH GROUP INC   2022-08-04 2024-09-03
6. UNITEDHEALTH GROUP INC   2022-08-02 2024-09-03
23. WEX INC   2024-03-01 2024-04-04
368. WEX INC   2024-03-01 2024-07-01
89. XCEL ENERGY INC COM   2024-01-02 2024-02-08
65. XCEL ENERGY INC COM   2024-01-02 2024-04-04
41. XCEL ENERGY INC COM   2024-01-23 2024-05-01
973. XCEL ENERGY INC COM   2024-01-02 2024-05-01
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 345   375 -30
b 73,906   74,349 -443
c 7,590   4,700 2,890
d 5,820   3,435 2,385
e 16,858   9,581 7,277
5,036   4,961 75
16,417   14,386 2,031
426   530 -104
56,213   65,480 -9,267
10,017   8,748 1,269
2,050   2,061 -11
4,442   4,291 151
15,473   11,850 3,623
8,521   6,578 1,943
13,171   11,620 1,551
12,373   11,829 544
59,998   50,451 9,547
42,122   41,124 998
97,133   94,332 2,801
28,407   27,906 501
99,343   84,748 14,595
11,025   9,410 1,615
56,951   55,794 1,157
339   331 8
9,469   7,720 1,749
5,712   4,342 1,370
1,904   1,431 473
19,404   15,741 3,663
5,251   5,437 -186
62,296   65,743 -3,447
11,608   5,901 5,707
9,310   4,297 5,013
14,068   5,772 8,296
21,101   8,736 12,365
47,148   56,048 -8,900
376   403 -27
10,722   6,776 3,946
8,321   4,714 3,607
23,625   13,553 10,072
108,084   111,863 -3,779
5,612   5,875 -263
14,113   13,461 652
1,672   1,742 -70
1,513   1,343 170
1,071   1,078 -7
15,927   17,279 -1,352
3,112   3,279 -167
71,372   74,561 -3,189
406   429 -23
980   942 38
26,901   28,234 -1,333
545   552 -7
9,911   10,428 -517
60,445   61,583 -1,138
27,009   28,297 -1,288
9,693   9,938 -245
11,435   11,664 -229
8,547   5,406 3,141
6,978   3,861 3,117
26,743   13,515 13,228
12,938   12,096 842
54,530   56,219 -1,689
6,216   5,716 500
3,824   4,148 -324
1,885   2,522 -637
56,390   63,426 -7,036
12   13 -1
4,375   4,566 -191
71,557   63,195 8,362
3,683   3,207 476
11,668   11,924 -256
8,732   7,131 1,601
103,467   83,820 19,647
3,445   3,235 210
18,161   12,192 5,969
17,044   8,909 8,135
9,467   3,329 6,138
125,357   45,719 79,638
38,709   16,318 22,391
67,308   70,856 -3,548
3,342   3,284 58
5,538   5,515 23
4,097   4,136 -39
2,597   2,514 83
346   327 19
61,280   61,009 271
7,908   7,018 890
6,549   5,060 1,489
3,978   3,238 740
99,440   77,525 21,915
7,647   7,344 303
86,813   85,296 1,517
3,815   4,057 -242
5,439   5,240 199
17,720   14,564 3,156
5,842   4,511 1,331
4,175   3,288 887
14,250   9,252 4,998
49,309   57,684 -8,375
10,433   7,634 2,799
9,457   5,505 3,952
29,958   15,414 14,544
5,694   5,627 67
4,162   4,159 3
2,922   3,167 -245
54,616   59,453 -4,837
22,254   21,744 510
12,784   12,681 103
1,087   1,054 33
39,315   38,972 343
23,119   22,447 672
4,670   4,853 -183
3,113   3,236 -123
5,061   5,932 -871
13,749   12,310 1,439
3,587   3,235 352
5,539   5,090 449
64,522   81,446 -16,924
5,175   5,605 -430
3,496   4,093 -597
2,202   2,422 -220
52,249   61,276 -9,027
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -30
b       -443
c       2,890
d       2,385
e       7,277
      75
      2,031
      -104
      -9,267
      1,269
      -11
      151
      3,623
      1,943
      1,551
      544
      9,547
      998
      2,801
      501
      14,595
      1,615
      1,157
      8
      1,749
      1,370
      473
      3,663
      -186
      -3,447
      5,707
      5,013
      8,296
      12,365
      -8,900
      -27
      3,946
      3,607
      10,072
      -3,779
      -263
      652
      -70
      170
      -7
      -1,352
      -167
      -3,189
      -23
      38
      -1,333
      -7
      -517
      -1,138
      -1,288
      -245
      -229
      3,141
      3,117
      13,228
      842
      -1,689
      500
      -324
      -637
      -7,036
      -1
      -191
      8,362
      476
      -256
      1,601
      19,647
      210
      5,969
      8,135
      6,138
      79,638
      22,391
      -3,548
      58
      23
      -39
      83
      19
      271
      890
      1,489
      740
      21,915
      303
      1,517
      -242
      199
      3,156
      1,331
      887
      4,998
      -8,375
      2,799
      3,952
      14,544
      67
      3
      -245
      -4,837
      510
      103
      33
      343
      672
      -183
      -123
      -871
      1,439
      352
      449
      -16,924
      -430
      -597
      -220
      -9,027
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 256,928
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,247
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,247
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,247
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 940
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,307
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES P DOWNEY PRES/TREAS/DIRECTOR
1 		0    
12853 PINE CIRCLE
OMAHA,NE68144
JUDITH C DOWNEY SECRETARY/DIRECTOR
1 		0    
12853 PINE CIRCLE
OMAHA,NE68144
DOUGLAS C DOWNEY DIRECTOR
1 		0    
1839B GRANT STREET
EVANSTONE,IL60201
JULIE FLEISCHER DIRECTOR
1 		0    
3847 NW 142ND TERRANCE
PORTLAND,OR97229
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,513,856
b
Average of monthly cash balances.......................
1b
189,980
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,703,836
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,703,836
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,558
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,663,278
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
133,164
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
133,164
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,247
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,247
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
128,917
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
128,917
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
128,917
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,159,993
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,159,993
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 128,917
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 32,750
b From 2020...... 230,840
c From 2021...... 0
d From 2022...... 829,788
e From 2023...... 299,897
f Total of lines 3a through e ........ 1,393,275
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,159,993
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 128,917
e Remaining amount distributed out of corpus 1,031,076
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,424,351
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		32,750
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,391,601
10 Analysis of line 9:
a Excess from 2020.... 230,840
b Excess from 2021.... 0
c Excess from 2022.... 829,788
d Excess from 2023.... 299,897
e Excess from 2024.... 1,031,076
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHARLES P DOWNEY JUDITH C DOWNEY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE685082886 		N/A PC UNRESTRICTED GENERAL 89,370

OMAHA COMMUNITY FDN (OCF)

1120 S 101ST STREET
OMAHA,NE68124 		N/A PC UNRESTRICTED GENERAL 300,000

ABIDE NETWORK

3223 N 45TH STREET
OMAHA,NE68104 		N/A PC UNRESTRICTED GENERAL 711,500

YOUNG LIFE

420 N CASCADE AVENUE
COLORADO SPRINGS,CO809033325 		N/A PC UNRESTRICTED GENERAL 50,000
Total .................................right arrow 3a 1,150,870
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 60,993  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 256,928  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   317,921  
13Total. Add line 12, columns (b), (d), and (e)..................
13
317,921
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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Form 990-PF (2024)
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Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2024 InvestmentsCorpStockSchedule
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Name of Stock End of Year Book Value End of Year Fair Market Value
91324P102 UNITEDHEALTH GROUP I 73,670 69,303
42809H107 HESS CORP    
594918104 MICROSOFT CORP COM    
427866108 HERSHEY CO/THE    
70959W103 PENSKE AUTOMOTIVE GR    
87161C501 SYNOVUS FINANCIAL CO    
911363109 UNITED RENTALS INC    
224441105 CRANE HOLDINGS CO RE    
001744101 AMN HEALTHCARE SVCS    
037833100 APPLE INC 87,482 124,208
16359R103 CHEMED CORP 74,359 80,000
416515104 HARTFORD FINL SVCS G    
501044101 KROGER CO/THE    
20825C104 CONOCOPHILLIPS    
03990B101 ARES MGMT CORP REG S    
023608102 AMEREN CORP    
165167735 CHESAPEAKE ENERGY CO    
29364G103 ENTERGY CORP    
892356106 TRACTOR SUPPLY CO    
49446R109 KIMCO REALTY CORP    
02079K305 ALPHABET INC SHS 45,885 93,514
126408103 CSX CORP    
224408104 CRANE HOLDINGS CO RE 93,988 158,579
30303M102 FACEBOOK INC 62,877 123,543
34959E109 FORTINET INC    
482480100 KLA-TENCOR CORP 80,213 101,449
513272104 LAMB WESTON HOLDINGS    
56585A102 MARATHON PETROLEUM C    
58933Y105 MERCK AND CO INC SHS    
67066G104 NVIDIA CORP 76,527 217,013
743315103 PROGRESSIVE CORP/THE    
76169C100 REXFORD INDUSTRIAL R    
872540109 TJX COS INC/THE 43,527 67,533
889478103 TOLL BROTHERS INC 72,362 122,801
03769M106 APOLLO GLOBAL MANAGE 54,946 52,521
04956D107 ATMUS FILTRATION 53,837 70,250
233331107 DTE ENERGY CO 54,061 52,526
25179M103 DEVON ENERGY CORP 57,814 48,539
37045V100 GENERAL MOTORS CO 62,549 71,275
577081102 MATTEL INC 55,319 50,832
78573L106 SABRA HEALTH CARE RE 68,012 83,552

TY 2024 InvestmentsGovtObligationsSch
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
US Government Securities - End of Year Book Value:

449,653
US Government Securities - End of Year Fair Market Value:

442,487
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DAVIS FUNDAMENTAL ETF      
FIRST EAGLE GLOBAL FUND      
LAZARD EMERGING MARKETS      
MATTHEWS PACIFIC TIGER FUND      
OAKMARK FUNDS INTERNATIONAL      
OAKMARK FUNDS INSTITUTIONAL      
PRIMECAP ODYSSEY GROWTH FUND      
ROYCE SPECIAL EQUITY FUND      
ROYCE PA MUTUAL FUND      
SPDR SERIES TRUST      
VANGUARD ST INVEST ADMIRAL      
ARTISAN FUNDS INTL      
OAKMARK SELECT FUND INSTL      
DAVIS NY VENTURE FUND      
FIRST EAGLE OVERSEAS FUND      
LAZARD FDS INC EMERG      
464287242 ISHARES IBOXX INVEST      
464287176 ISHARES TIPS BOND ET      
09260B747 BLACKROCK FLOATING R AT COST 130,407 131,956
464288513 ISHARES IBOXX$ HIGH      
78468R663 SPDR BLOOMBERG BARCL      

TY 2024 OtherIncreasesSchedule
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Description Amount
TAX COST ADJUSTMENT 1,557
INCOME ADJUSTMENT 346


TY 2024 OtherProfessionalFeesSchedule
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 19,684 11,810   7,873


TY 2024 TaxesSchedule
Name:
CHARLES DOWNEY FAMILY FOUNDATION
EIN:
81-0902969
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ESTIMATES 750 0   0