Ocie M Downey Trust U W is a private foundation focused on Education, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$897K
+1.3% YoY
Annual Giving
$50K
+7.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$50K
+7.8% YoY
Under IRS private-foundation payout rules, Ocie M Downey Trust U W reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.
About Ocie M Downey Trust U W
Based on IRS filings
Ocie M Downey Trust U W is a private foundation focused on Education, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $39K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $897,297 | $885,445 | $880,295 |
| Revenue | $67,962 | $60,138 | $102,297 |
| Expenses | $56,548 | $54,988 | $66,993 |
| Qualifying Distributions | $51,028 | $47,320 | $58,754 |
| Net Investment Income | $38,681 | $63,321 | $138,749 |
| Distributable Amount | $50,926 | $46,420 | $47,067 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Kentucky ($49,789).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF KENTUCKY LEXINGTON, KY | SCHOLARSHIPS AT UK | $49,789 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $897K in total assets as of 2024.
How large is Ocie M Downey Trust U W?
As of 2024, Ocie M Downey Trust U W holds $897K in total assets with $68K in annual revenue. It awarded 1 grants totaling $50K in 2024.
Where does Ocie M Downey Trust U W operate?
Ocie M Downey Trust U W has awarded grants in Kentucky.
What size grants does Ocie M Downey Trust U W award?
In 2024, Ocie M Downey Trust U W awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Ocie M Downey Trust U W required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ocie M Downey Trust U W reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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