Ocie M Downey Trust U W
Ocie M Downey Trust U W is a private foundation focused on Education, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $936K in total assets. In 2025, it awarded 1 grant totaling $52K. Net investment income was $91K.
Ocie M Downey Trust U W at a glance
In short: Ocie M Downey Trust U W gave $52K across 1 grant in 2025 (avg $52K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,243
- +4.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $52,243
- +4.9% vs 2024
- Median grant
- $52,243
- Total assets
- $935,977
- +4.3% vs 2024
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Ocie M Downey Trust U W funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Kentucky ($52K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Ocie M Downey Trust U W gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $45K (2019) to $58K (2022). In 2025 it made 1 grant totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Kentucky Lexington, KY | Scholarships at UK | $52,243 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $935,977 | $96,323 | $59,499 | $52,243 | 1 | $53,542 | $91,442 | $53,391 |
| 2024 | $897,297 | $67,962 | $56,548 | $49,789 | 1 | $51,028 | $38,681 | $50,926 |
| 2023 | $885,445 | $60,138 | $54,988 | $46,166 | 1 | $47,320 | $63,321 | $46,420 |
| 2022 | $880,295 | $102,297 | $66,993 | $57,541 | 1 | $58,754 | $138,749 | $47,067 |
| 2021 | $844,991 | $118,885 | $62,032 | $53,351 | 1 | $55,375 | $119,362 | $53,953 |
| 2020 | $788,139 | $28,265 | $56,335 | $50,910 | 1 | — | $24,499 | $46,437 |
| 2019 | $816,207 | $49,228 | $51,460 | $44,691 | 1 | — | $51,123 | $47,804 |
Under IRS private-foundation payout rules, Ocie M Downey Trust U W reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ocie M Downey Trust U W's only listed officer is State Street Global Advisors TR CO, Agent on filings since 2019 (compensated).
Officers on the 2025 filing
State Street Global Advisors TR CO
Agent
On filings since 2019
1 hr/week
$6K (2019) → $6K (2025)
Former officers (1)
- Former: State Street Global Advisors Trust CO (2021) — Agent
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to State Street Global Advisors Tr CO (Agent).
Frequently asked questions about Ocie M Downey Trust U W
How much does Ocie M Downey Trust U W give each year?
Ocie M Downey Trust U W gave $52K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is Ocie M Downey Trust U W?
Ocie M Downey Trust U W reported $936K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $53K (roughly 5% of its investment assets).
What is Ocie M Downey Trust U W?
Ocie M Downey Trust U W is a private foundation focused on Education, based in Boston, MA. It holds $936K in total assets as of 2025.
Where does Ocie M Downey Trust U W operate?
Ocie M Downey Trust U W has awarded grants in Kentucky.
What is Ocie M Downey Trust U W's EIN?
Ocie M Downey Trust U W's EIN (Employer Identification Number) is 61-6156048. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Ocie M Downey Trust U W funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Ocie M Downey Trust U W's focus areas in our free grants database
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