Nonprofit · EIN 61-6156048
OCIE M DOWNEY TRUST U W 3401010300
Tax-exempt · BOSTON, MA 02114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $96,323 | $59,499 | $36,824 | $935,977 | $0 | $935,977 |
| December 31, 2024 | 990-PF | $67,962 | $56,548 | $11,414 | $897,297 | $0 | $897,297 |
| December 31, 2023 | 990-PF | $60,138 | $54,988 | $5,150 | $885,445 | $0 | $885,445 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $30,676
- Net gain from sales of assets
- $65,647
Expenses
- Grants and similar amounts paid
- $52,243
- Compensation of officers, directors and key employees
- $6,493
- Disbursements for charitable purposes
- $53,542
- Excise tax on investment income
- $1,271
Balance sheet and other
- Total assets, start of year
- $897,297
- Total assets, end of year
- $935,977
- Total liabilities, end of year
- $0
- Net assets, end of year
- $935,977
- Fair market value of assets
- $1,168,220
- Qualifying distributions
- $53,542
- Net investment income
- $97,201
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | AGENT | 1 | $6,493 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | AGENT | 1 | $6,195 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | AGENT | 1 | $5,771 |
Address and contacts
- Address (IRS master file)
- 1 CONGRESS STREET CAM, BOSTON, MA 02114-2010
- In care of
- % ATTEN TRUST TAX DEPT
- Signed the 990-PF
- PENNY D COX, TREASURER
- Phone
- (617) 664-4331
- Return prepared by
- STATE STREET GLOBAL ADVISORS TRUST
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6156048
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $935,977
- Income (IRS master file)
- $615,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $96,323 | $59,499 | $935,977 | IRS |
| 990-PF | December 2024 | $67,962 | $56,548 | $897,297 | IRS |
| 990-PF | December 2023 | $60,138 | $54,988 | $885,445 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6156048).
Questions about OCIE M DOWNEY TRUST U W 3401010300
- What is the EIN of OCIE M DOWNEY TRUST U W 3401010300?
- The employer identification number (EIN) of OCIE M DOWNEY TRUST U W 3401010300 is 61-6156048.
- Is OCIE M DOWNEY TRUST U W 3401010300 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to OCIE M DOWNEY TRUST U W 3401010300 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OCIE M DOWNEY TRUST U W 3401010300 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OCIE M DOWNEY TRUST U W 3401010300 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCIE M DOWNEY TRUST U W 3401010300 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OCIE M DOWNEY TRUST U W 3401010300?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,493 (STATE STREET GLOBAL ADVISORS TR CO, AGENT).
- How much revenue does OCIE M DOWNEY TRUST U W 3401010300 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $96,323, expenses of $59,499 and total assets of $935,977 at year end.
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