Ocie M Downey Trust U W

BOSTON, MA EIN: 61-6156048

Ocie M Downey Trust U W is a private foundation, 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

About Ocie M Downey Trust U W

Based on IRS filings

Ocie M Downey Trust U W is a private foundation, 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.

Ready to take the next step with Ocie M Downey Trust U W?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$38K$76K$114K$153K20202021202220232024
Metric202420232022
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

$0$14K$29K$43K$58K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNIVERSITY OF KENTUCKY$50K

Grant Size Distribution

5 grants across all recorded years

2<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Ocie M Downey Trust U W on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities