Cleo Downey Charitable Trust

Dallas, TX
Tax-exempt since June 1999
EIN: 74-6417809

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$10.9k (2024)

Expenses

$7.6k (2024)

Total Assets

$103k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$10,869

Expenses

$7,595

Net Income

$3,274

Net Assets

$103,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,963	27.3%
Sales of Assets	$7,906	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,395	71.0%
Compensation of Officers*	$2,118	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,314
Total Liabilities	$0
Net Assets	$103,314

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,118	$0

990-PF

Filed on April 3, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$3,703

Expenses

$7,866

Net Income

-$4,163

Net Assets

$100,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,646	71.5%
Sales of Assets	$749	20.2%
Other Income	$308	8.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,313	67.5%
Compensation of Officers*	$2,763	35.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$100,152
Total Liabilities	$0
Net Assets	$100,152

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$2,763	$0

990-PF

Filed on April 16, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

-$2,750

Expenses

$13,999

Net Income

-$16,749

Net Assets

$104,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,183
Sales of Assets	-$4,933
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,354	59.7%
Compensation of Officers*	$6,993	50.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,359
Total Liabilities	$0
Net Assets	$104,359

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,993	$0

990-PF

Filed on April 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$27,285

Expenses

$13,355

Net Income

$13,930

Net Assets

$121,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,448	9.0%
Sales of Assets	$24,837	91.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,139	60.9%
Compensation of Officers*	$6,985	52.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,105
Total Liabilities	$0
Net Assets	$121,105

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,985	$0

990-PF

Filed on April 6, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$9,501

Expenses

$12,909

Net Income

-$3,408

Net Assets

$107,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,093	22.0%
Sales of Assets	$7,408	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,849	60.8%
Compensation of Officers*	$6,987	54.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$107,025
Total Liabilities	$1
Net Assets	$107,024

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,987	$0

990-PF

Filed on March 31, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$8,088

Expenses

$12,375

Net Income

-$4,287

Net Assets

$110,429

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,901	35.9%
Sales of Assets	$5,110	63.2%
Other Income	$77	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,341	59.3%
Compensation of Officers*	$6,984	56.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$110,430
Total Liabilities	$1
Net Assets	$110,429

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,984	$0

990-PF

Filed on April 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$10,887

Expenses

$13,515

Net Income

-$2,628

Net Assets

$115,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,555	23.5%
Sales of Assets	$8,332	76.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,155	60.3%
Compensation of Officers*	$6,955	51.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,795
Total Liabilities	$0
Net Assets	$115,795

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,955	$0

990-PF

Filed on April 29, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$12,886

Expenses

$11,041

Net Income

$1,845

Net Assets

$118,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,628	20.4%
Sales of Assets	$10,237	79.4%
Other Income	$21	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,043	63.8%
Compensation of Officers*	$5,219	47.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,238
Total Liabilities	$0
Net Assets	$118,238

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,219	$0

990-PF

Filed on March 29, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,110

Expenses

$7,633

Net Income

-$6,523

Net Assets

$118,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,627	> 100%
Sales of Assets	-$1,517
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,370	83.5%
Compensation of Officers*	$1,728	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$118,537
Total Liabilities	$0
Net Assets	$118,537

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,728	$0

990-PF

Filed on March 31, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$5,072

Expenses

$7,980

Net Income

-$2,908

Net Assets

$125,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,013	59.4%
Sales of Assets	$2,020	39.8%
Other Income	$39	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,756	84.7%
Compensation of Officers*	$1,846	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,912
Total Liabilities	$0
Net Assets	$125,912

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,846	$0

990-PF

Filed on April 21, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$4,006

Expenses

$8,413

Net Income

-$4,407

Net Assets

$128,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,708	67.6%
Sales of Assets	$1,170	29.2%
Other Income	$128	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,990	83.1%
Compensation of Officers*	$1,965	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,974
Total Liabilities	$0
Net Assets	$128,974

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$1,965	$0

990-PF

Filed on April 29, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$15,097

Expenses

$10,462

Net Income

$4,635

Net Assets

$130,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,182	21.1%
Sales of Assets	$11,938	79.1%
Other Income	-$23

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,104	87.0%
Compensation of Officers*	$1,809	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$130,519
Total Liabilities	$0
Net Assets	$130,519

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$7,219

Expenses

$7,512

Net Income

-$293

Net Assets

$125,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,142	57.4%
Sales of Assets	$3,073	42.6%
Other Income	$4	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,600	87.9%
Compensation of Officers*	$1,335	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,284
Total Liabilities	$0
Net Assets	$125,284

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,329

Expenses

$12,861

Net Income

-$5,532

Net Assets

$126,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,912	67.0%
Sales of Assets	$2,417	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,030	93.5%
Compensation of Officers*	$1,257	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,384
Total Liabilities	$0
Net Assets	$126,384

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Updated March 23, 2026

Cleo Downey Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.9k (2024)

Expenses $7.6k (2024)

Total Assets $103k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$10.9k (2024)

Expenses

$7.6k (2024)

Total Assets

$103k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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