ROBERT N AND NANCY A DOWNEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT N AND NANCY A DOWNEY FOUNDATION (EIN 13-3103213)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-12-15
- IRS object ID
- 202513499349100521
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-15T19:57:32-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133103213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT N AND NANCY A DOWNEY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9734726250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 WEST 61ST STREET 26V | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT N DOWNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9734726250 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BULGER | PreparerPersonNm |
| PTIN | P01366942 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2025-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,130,933 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $126,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,701 | CashBOYAmt |
| Cash EOY | $35,182 | CashEOYAmt |
| Cash EOYFMV | $35,182 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $87,727 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,229,060 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $404,192 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $404,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $863,993 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $626,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,130,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $626,670 | CapitalStockBOYAmt |
| Capital Stock EOY | $525,111 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $626,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $525,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $626,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $525,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $626,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $648,534 | SubtotalAmt |
| Other Decreases | $123,423 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $525,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF MARKETABLE SECURITIES | 2011-10-05 | 2024-06-24 | $75,328 | $4,688 | $70,640 | $70,640 |
| SALE OF MARKETABLE SECURITIES | 1995-03-31 | 2024-09-09 | $75,848 | $1,530 | $74,318 | $74,318 |
| SALE OF MARKETABLE SECURITIES | 1995-03-31 | 2024-12-04 | $49,883 | $1,093 | $48,790 | $48,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,748 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $163 | EsPenaltyAmt |
| Overpayment | $6,892 | OverpaymentAmt |
| Applied To ES Tax | $6,892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAX ADVISORS LLC | IndividualWithBooksNm |
| Phone | 9734726250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N DOWNEY | ||||||||
| 43 WEST 61ST STREET 26V | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY A DOWNEY | ||||||||
| 43 WEST 61ST STREET 26V | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,930,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,010,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,010,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,965,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,945 | TotalTaxAmt |
| Distributable Before Adj | $145,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,324 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $313,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $24,363 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $343,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $510,972 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $114,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $396,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,363 | ExcessFromYear3Amt |
| Excess From Year2 | $104,995 | ExcessFromYear2Amt |
| Excess From Year1 | $99,555 | ExcessFromYear1Amt |
| Excess From Current Year | $167,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT N DOWNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE MABEL MERCER FOUNDATION INC | |||||||
| 630 9TH AVE SUITE 402 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $71,050 |
| 101 EAST 69TH STREET CONSERVANCY | |||||||
| 101 E 69TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $5,000 |
| 54 BELOW INC | |||||||
| 254 W 54TH ST FL 10 | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $5,000 |
| ALPHA DELTA ALUMNI CORPORATION | |||||||
| 5 CASS ST | EXETER | NH | 03833 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ASHOKAN CENTER INC | |||||||
| 477 BEAVERKILL ROAD | OLIVEBRIDGE | NY | 12461 | NONE | PC | GENERAL PURPOSE | $2,500 |
| BILL ROMPF JUNIOR TENNIS FOUNDATION INC | |||||||
| 6303 WATERFORD BLVD STE 100 | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BOULDER COUNTRY DAY SCHOOL | |||||||
| 4820 NAUTILUS CT N | BOULDER | CO | 80301 | NONE | PC | GENERAL PURPOSE | $15,000 |
| DAFGIVING360 | |||||||
| 9800 SCHWAB WAY | LONE TREE | CO | 80124 | NONE | PC | GENERAL PURPOSE | $10,000 |
| DARTMOUTH-HITCHCOCK HEALTH | |||||||
| 1 MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL PURPOSE | $3,000 |
| ENSEMBLE STUDIO THEATRE INC | |||||||
| 545 W 52ND ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EUGENE ONEILL MEMORIAL THEATER CENTER INC | |||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | NONE | PC | GENERAL PURPOSE | $1,000 |
| GIFFORD MEDICAL CENTER INC | |||||||
| 44 S MAIN ST | RANDOLPH | VT | 05060 | NONE | PC | GENERAL PURPOSE | $10,000 |
| HELP YOURSELF FOUNDATION | |||||||
| 1090 AVON ROAD | SCHENECTADY | NY | 12308 | NONE | PC | GENERAL PURPOSE | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $5,000 |
| KEYSTONE POLICY CENTER | |||||||
| 1628 STS JOHN ROAD | KEYSTONE | CO | 80435 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MISS PORTERS SCHOOL INC | |||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NONE | PC | GENERAL PURPOSE | $6,500 |
| THE NIGHTINGALE-BAMFORD SCHOOL | |||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $6,500 |
| NYU LANGONE HOSPITALS | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 |
| PUTNAM COUNTY VOLUNTEER FIREMEN'S ASSOCIATION | |||||||
| PO BOX 668 | CARMEL | NY | 10512 | NONE | PC | GENERAL PURPOSE | $1,000 |
| REACH THE WORLD COMPANY | |||||||
| 5110 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL PURPOSE | $26,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 14 NORTH MAIN STREET | HANOVER | NH | 03755 | NONE | PC | GENERAL PURPOSE | $77,500 |
| TEMPLE SINAI STAMFORD | |||||||
| 458 LAKESIDE DR | STAMFORD | CT | 06903 | NONE | PC | GENERAL PURPOSE | $10,000 |
| THE BRICK PRESBYTERIAN CHURCH | |||||||
| 62 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $2,000 |
| THE BRICK CHURCH SCHOOL | |||||||
| 62 EAST 92ND STREET | NEW YORK | NY | 10028 | NONE | PC | GENERAL PURPOSE | $1,000 |
| THE STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 333 W 39TH ST 604 | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $1,000 |
| THE NEW YORK BROWNING SOCIETY | |||||||
| 227 W 149TH ST 6F | NEW YORK | NY | 10039 | NONE | PC | GENERAL PURPOSE | $500 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $193,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,104 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,104 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT N DOWNEY | ||||||
| 1 | 43 WEST 61ST STREET 26V | NEW YORK | NY | 10023 | $76,077 | Yes (X) |
| ROBERT N DOWNEY | ||||||
| 2 | 43 WEST 61ST STREET 26V | NEW YORK | NY | 10023 | $50,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 84SHS OF ELI LILLY & CO. | $76,077 | 2024-09-09 |
| 2 | 60SHS OF ELI LILLY & CO. | $50,000 | 2024-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. CMN | $55,710 | $1,012,440 |
| ELI LILLY & CO CMN | $27,329 | $1,216,620 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO QQQ TRUST ETF (QQQ) | AT COST | $200,078 | $455,959 |
| SPDR S&P 500 ETF TRUST (SPY) | AT COST | $204,114 | $408,034 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF CONTRIBUTIONS TO COST BASIS | Desc |
| Amt | $123,423 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $75 | $0 | $0 | $75 |
| NYS FILING FEE | $250 | $0 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,942 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |