2024-11-25T07:50:17-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2023-01-01 471805900 THE DOWNEY FAMILY FOUNDATION INC DOWN 7703948000 PO BOX 1796 MONROE GA 30655 FRANCIS DOWNEY PRESIDENT 7703948000 2024-11-15 1 1 BRIDGET J DUNK P00156738 7703948000 2023 2024-10-15 13:58:12Z X 5945853 X X 112305 112305 47681 231146 47681 159986 159986 0 0 0 3800 1900 1900 25865 25865 0 10484 0 0 47 47 0 40196 27812 1900 464000 464000 504196 27812 465900 -344210 132174 4361 1623 1623 517503 132239 132239 6147217 3080733 5811991 6669081 3214595 5945853 0 0 X 0 0 0 0 6669081 3214595 6669081 3214595 6669081 3214595 6669081 -344210 0 6324871 3110276 3214595 CHARLES SCHWAB 193751 183465 10286 10286 CAPITAL GAINS DIVIDENDS P 37395 37395 37395 47681 1837 0 1837 0 1837 2181 0 1500 0 3681 0 1844 1844 0 0 0 0 0 0 0 0 0 0 1 1 1 GA 1 0 0 0 1 1 N/A RALPH CORONA 7703948000 PO BOX 1796 MONROE GA 30655 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANCIS J DOWNEY PO BOX 1796 MONROE GA 30655 PRESIDENT 2.00 0 0 0 CATHERINE L DOWNEY PO BOX 1796 MONROE GA 30655 VICE PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 0 8158354 91596 0 8249950 0 0 8249950 123749 8126201 406310 406310 1837 1837 404473 0 404473 0 404473 465900 0 465900 404473 302492 0 0 465900 302492 0 0 163408 0 0 0 0 0 0 0 0 241065 0 0 0 FRANCIS J DOWNEY CATHERINE L DOWNEY X DISABLED AMERICAN VETS CHAPTER 2 (GEORGIA) 1001 WINTERVILLE RD ATHENS GA 30605 NONE PC GENERAL SUPPORT 40000 DISABLED AMERICAN VETS CHAPTER 55 (GEORGIA) 15151 ALCOVY JERSEY RD COVINGTON GA 30014 NONE PC GENERAL SUPPORT 40000 DISABLED AMERICAN VETS CHAPTER 90 (GEORGIA) 3163 W MAIN ST SNELLVILLE GA 30039 NONE PC GENERAL SUPPORT 40000 DISABLED AMERICAN VETS CHAPTER 92 (GEORGIA) 3500A HOG MOUNTAIN RD DACULA GA 30019 NONE PC GENERAL SUPPORT 40000 GEORGIA SHERIFFS' YOUTH HOMES FOUNDATION INC 3000 GA-42 N MCDONOUGH GA 30253 NONE PC GENERAL SUPPORT 25000 HOMEAID ATLANTA 1 DUNWOODY PARK S 200 ATLANTA GA 30338 NONE PC GENERAL SUPPORT 20000 SHRINERS HOSPITAL (SHRINERS TEMPLE) 400 PONCE DE LEON AVE NE ATLANTA GA 30308 NONE PC GENERAL SUPPORT 40000 SPECIAL OLYMPICS GEORGIA 6046 FINANCIAL DR NORCROSS GA 30071 NONE PC GENERAL SUPPORT 25000 TEAM UP MENTORING P O BOX 523 MONROE GA 30655 NONE PC GENERAL SUPPORT 50000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 200015403 NONE PC GENERAL SUPPORT 30000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GENERAL SUPPORT 100000 SOLDIERS ANGELS 2895 NE LOOP 410 SUITE 107 SAN ANTONIO TX 78218 NONE PC GENERAL SUPPORT 14000 464000 0 14 112305 18 47681 0 159986 0 159986 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3800 1900 1900 CATHERINE M DOWNEY FAMILY FUND PO BOX 1129 MONROE GA 306551129 SEE ATTACHED 5621742 CORPORATE STOCK-SCHWAB 3080733 5811991 THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR DUE TO A PARTIAL FOUNDATION TERMINATION. DURING 2023 THE DOWNEY FAMILY FOUNDATION MADE DISTRIBUTIONS OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. THESE DISTRIBUTIONS REPRESENTED 50% OF THE DOWNEY FAMILY FOUNDATION NET ASSETS OF $11.24 MILLION (AS MEASURED BY FAIR MARKET VALUE) IN 2023. DISTRIBUTEE INFORMATION - CATHERINE M. DOWNEY FAMILY FUND THE RELEVANT SECTION OF THE COURT-ORDERED DIVORCE DECREE, ORDERING THE DISTRIBUTION IS ATTACHED HEREWITH. A DETAILED SCHEDULE OF DISTRIBUTED ASSETS AND ASSET VALUES IS ATTACHED HEREWITH. BOOK VALUE OF SECURITIES TRANSFERRED TO CATHERINE M. DOWNEY FAMILY FUND 3110276 WIRE FEES SCHWAB 47 47 0 INVESTMENT FEES 9176 9176 0 SEP ACCT MGR FEE 16689 16689 0 FOREIGN TAXES PAID 1764 0 0 2022 FEDERAL EXTENSION PAYMENT 8720 0 0