Ocie M Downey Trust U W
EIN 616156048Total Given 2016–2023
$349K
7 grants · $44K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$51K
typical mid grants · $46K–$52K
grant size
100%
deep partner · 1/1 multi-year
repeat
$996K
Assets (2023)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(617) 664-4331
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $43K | $935K | $32K | 1 |
| 2017 | $47K | $1.0M | $36K | 1 |
| 2018 | $51K | $894K | $47K | 1 |
| 2020 | $51K | $1.1M | $28K | 1 |
| 2021 | $53K | $1.2M | $119K | 1 |
| 2022 | $58K | $923K | $102K | 1 |
| 2023 | $46K | $996K | $60K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$43K
25th Pctl
$46K
Median
$51K
Average
$50K
75th Pctl
$52K
Maximum
$58K
Geographic Distribution
Officers & Directors
SC
State Street Global Advisors Tr Co
4 yrs
Agent
SC
State Street Global Advisors Tr Co
4 yrs
Agent
ST
State Street Global Advisors Trust
2 yrs
Agent
SC
State Street Global Advisors Tr Co
4 yrs
Agent
SC
State Street Global Advisors Tr Co
4 yrs
Agent
ST
State Street Global Advisors Trust
2 yrs
Agent
SC
State Street Bank & Trust Company
Agent
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Kentucky | Lexington, KY | $57,541 | SCHOLARSHIPS AT UK | 2022 |
| University of Kentucky | Lexington, KY | $53,351 | SCHOLARSHIPS AT UK | 2021 |
| University of Kentucky | Lexington, KY | $51,475 | SCHOLARSHIPS AT UK | 2018 |
| University of Kentucky | Lexington, KY | $50,910 | SCHOLARSHIPS AT UK | 2020 |
| University of Kentucky | Lexington, KY | $46,736 | SCHOLARSHIPS AT UK | 2017 |
| University of Kentucky | Lexington, KY | $46,166 | SCHOLARSHIPS AT UK | 2023 |
| University of Kentucky | Lexington, KY | $43,279 | SCHOLARSHIPS AT UK | 2016 |