Ocie M Downey Trust U W 3401010300

Boston, MA
Tax-exempt since Nov. 1994
EIN: 61-6156048

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.

Donations to this organization are tax deductible.

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

$67,962

Expenses

$56,548

Net Income

$11,414

Net Assets

$897,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,759	43.8%
Sales of Assets	$38,031	56.0%
Other Income	$172	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,028	90.2%
Compensation of Officers*	$6,195	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$897,297
Total Liabilities	$0
Net Assets	$897,297

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$6,195	$0

990-PF

Filed on May 14, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$60,138

Expenses

$54,988

Net Income

$5,150

Net Assets

$885,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,274	3.8%
Dividends	$24,271	40.4%
Sales of Assets	$33,593	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,320	86.1%
Compensation of Officers*	$5,771	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$885,445
Total Liabilities	$0
Net Assets	$885,445

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$5,771	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$102,297

Expenses

$66,993

Net Income

$35,304

Net Assets

$880,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$831	0.8%
Dividends	$23,116	22.6%
Sales of Assets	$78,350	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,754	87.7%
Compensation of Officers*	$6,063	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,295
Total Liabilities	$0
Net Assets	$880,295

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$6,063	$0

990-PF

Filed on May 31, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$118,885

Expenses

$62,032

Net Income

$56,853

Net Assets

$844,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$23,665	19.9%
Sales of Assets	$95,215	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,375	89.3%
Compensation of Officers*	$8,096	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$844,991
Total Liabilities	$0
Net Assets	$844,991

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Trust Co (Agent)	$8,096	$0

990-PF

Filed on May 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$28,265

Expenses

$56,335

Net Income

-$28,070

Net Assets

$788,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$92	0.3%
Dividends	$19,852	70.2%
Sales of Assets	$8,321	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,761	91.9%
Compensation of Officers*	$4,254	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$788,139
Total Liabilities	$1
Net Assets	$788,138

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$4,254	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$49,228

Expenses

$51,460

Net Income

-$2,232

Net Assets

$816,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$619	1.3%
Dividends	$26,583	54.0%
Sales of Assets	$22,026	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,153	89.7%
Compensation of Officers*	$5,850	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$816,207
Total Liabilities	$1
Net Assets	$816,206

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$5,850	$0

990-PF

Filed on July 13, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$47,136

Expenses

$57,750

Net Income

-$10,614

Net Assets

$818,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$515	1.1%
Dividends	$22,807	48.4%
Sales of Assets	$23,814	50.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,588	91.1%
Compensation of Officers*	$5,567	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$818,441
Total Liabilities	$0
Net Assets	$818,441

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Tr Co (Agent)	$5,567	$0

990-PF

Filed on May 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$35,633

Expenses

$53,325

Net Income

-$17,692

Net Assets

$829,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$300	0.8%
Dividends	$24,250	68.1%
Sales of Assets	$10,537	29.6%
Other Income	$546	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,216	90.4%
Compensation of Officers*	$5,919	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$829,053
Total Liabilities	$0
Net Assets	$829,053

Compensation

Key Employees and Officers	Compensation	Other
State Street Global Advisors Trust Co (Agent)	$5,919	$0

990-PF

Filed on May 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$32,193

Expenses

$51,029

Net Income

-$18,836

Net Assets

$846,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$188	0.6%
Dividends	$22,678	70.4%
Sales of Assets	$9,327	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,314	86.8%
Compensation of Officers*	$5,177	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$846,744
Total Liabilities	$0
Net Assets	$846,744

Compensation

Key Employees and Officers	Compensation	Other
State Street Bank & Trust Company (Agent)	$5,177	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$94,957

Expenses

$48,055

Net Income

$46,902

Net Assets

$865,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,373	18.3%
Sales of Assets	$77,584	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,185	77.4%
Compensation of Officers*	$10,994	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$865,582
Total Liabilities	$0
Net Assets	$865,582

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$10,994	$0

990-PF

Filed on Aug. 16, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$77,013

Expenses

$45,971

Net Income

$31,042

Net Assets

$818,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,342	29.0%
Sales of Assets	$55,270	71.8%
Other Income	-$599

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,110	78.5%
Compensation of Officers*	$9,656	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$818,680
Total Liabilities	$0
Net Assets	$818,680

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$54,045

Expenses

$38,788

Net Income

$15,257

Net Assets

$787,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,981	27.7%
Sales of Assets	$39,039	72.2%
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,852	92.4%
Compensation of Officers*	$3,355	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$787,970
Total Liabilities	$0
Net Assets	$787,970

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$25,518

Expenses

$39,129

Net Income

-$13,611

Net Assets

$774,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$15,780	61.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,467	37.1%
Net Inventory Sales	$0
Other Revenue	$271	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,050	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$774,031
Total Liabilities	$0
Net Assets	$774,031

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$68,856

Expenses

$39,290

Net Income

$29,566

Net Assets

$788,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$16,396	23.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$52,460	76.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,274	8.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$788,747
Total Liabilities	$0
Net Assets	$788,747

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Ocie M Downey Trust U W 3401010300

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001