Civic Intelligence

Ocie M Downey Trust U W 3401010300

990PF • Fiscal year 2017 • EIN 61-6156048

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
1 Lincoln Street Ssfc 31Boston, MA 02111-2900

(617) 664-4172

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$5,919

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$829,053

Down $17,691 (-2.1%) from 2016

Net Assets

Down

$829,053

Down $17,691 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Up

$35,633

Up $3,440 (+11%) from 2016

Expenses

Up

$53,325

Up $2,296 (+4.5%) from 2016

Net Income

Up

-$17,692

Up $1,144 (+6.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $759,087Liabilities 2010: $0Net Assets 2010: $759,0872010Assets 2011: $788,747Liabilities 2011: $0Net Assets 2011: $788,7472011Assets 2012: $774,031Liabilities 2012: $0Net Assets 2012: $774,0312012Assets 2013: $787,970Liabilities 2013: $02013Assets 2014: $818,680Liabilities 2014: $02014Assets 2015: $865,582Liabilities 2015: $0Net Assets 2015: $865,5822015Assets 2016: $846,744Liabilities 2016: $0Net Assets 2016: $846,7442016Assets 2017: $829,053Liabilities 2017: $0Net Assets 2017: $829,0532017Assets 2018: $818,441Liabilities 2018: $0Net Assets 2018: $818,4412018Assets 2019: $816,207Liabilities 2019: $0Net Assets 2019: $816,2072019Assets 2020: $788,139Liabilities 2020: $0Net Assets 2020: $788,1392020Assets 2021: $844,991Liabilities 2021: $0Net Assets 2021: $844,9912021Assets 2022: $880,295Liabilities 2022: $0Net Assets 2022: $880,2952022Assets 2023: $885,445Liabilities 2023: $0Net Assets 2023: $885,4452023Assets 2024: $897,297Liabilities 2024: $0Net Assets 2024: $897,2972024

Highlighted filing

2017

Assets$829,053
Liabilities$0
Net Assets$829,053
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $43,4922010Revenue 2011: $68,856Expenses 2011: $39,290Net Income 2011: $29,5662011Revenue 2012: $25,518Expenses 2012: $39,129Net Income 2012: -$13,6112012Revenue 2013: $54,045Expenses 2013: $38,788Net Income 2013: $15,2572013Revenue 2014: $77,013Expenses 2014: $45,971Net Income 2014: $31,0422014Revenue 2015: $94,957Expenses 2015: $48,055Net Income 2015: $46,9022015Revenue 2016: $32,193Expenses 2016: $51,029Net Income 2016: -$18,8362016Revenue 2017: $35,633Expenses 2017: $53,325Net Income 2017: -$17,6922017Revenue 2018: $47,136Expenses 2018: $57,750Net Income 2018: -$10,6142018Revenue 2019: $49,228Expenses 2019: $51,460Net Income 2019: -$2,2322019Revenue 2020: $28,265Expenses 2020: $56,335Net Income 2020: -$28,0702020Revenue 2021: $118,885Expenses 2021: $62,032Net Income 2021: $56,8532021Revenue 2022: $102,297Expenses 2022: $66,993Net Income 2022: $35,3042022Revenue 2023: $60,138Expenses 2023: $54,988Net Income 2023: $5,1502023Revenue 2024: $67,962Expenses 2024: $56,548Net Income 2024: $11,4142024

Highlighted filing

2017

Revenue$35,633
Expenses$53,325
Net Income-$17,692
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Agent-$5,919-$5,919
Filing and Contact Details

Filer

Filer Name
Ocie M Downey Trust U W
EIN
61-6156048
Phone
6176644172
Address
1 LINCOLN STREET SSFC 31, BOSTON, MA 02111-2900

Signing Officer

Name
Susan I Krauss
Title
Treasurer
Phone
6176644172
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
State Street Global Advisors Tr Co
Address
1 LINCOLN STREET SSFC 31, BOSTON, MA 02111-2900
Preparer
Abraham G Medhin
Phone
6176643888
Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0896.162 VANGUARD TOTL BD MKT IDX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc129. ISHARES RUSSELL 2000 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc227. SPDR TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3441. SPDR SERIES TRUST PORTFOLIO INTRMD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc412. SPDR S&P MIDCAP 400 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5179. SPDR DJ WILSHIRE GLB REAL ESTATE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6267. SPDR SERIES TRUST PORTFOLIO INTRMD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7661.288 VANGUARD TOTL BD MKT IDX-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8663.229 VANGUARD INFLAT PROTECTED-AD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9234.31 ABERDEEN EMERGING MARKETS INST INS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1086. ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1118. SPDR TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1291. SPDR S&P INTL SMALL CAP ETF FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131021.429 TCW EMERGING MARKETS INCOME FUND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1464.081 ABERDEEN EMERGING MARKETS INST INS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1546. IPATH BLOOMBERG COMMODITY INDEX ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1615. ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1711. SPDR TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012148
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17692
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0829053
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0846744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0829053
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048555
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048555
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048555
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048870
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/DistributableAmountGrp/TotalTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0315
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01029498
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0846744
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0829053
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-10610
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-11400
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-11400
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0791252
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0784335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0984780
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt066102
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt056118
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt056118
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0846744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0829053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01029498
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0846744
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0829053
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0846744
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0829053
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0992284
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0941189
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048870
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0977400
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0992284
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0STATE STREET GLOBAL ADVISORS TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05919
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0AGENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 LINCOLN STREET SSFC 31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021112900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt044033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt036110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt035852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0977400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0946613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0878530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0883165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0840454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt048216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.172387
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047901
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt048216
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0315
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt048216
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 LINCOLN STREET SSFC 31
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021112900
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STATE STREET GLOBAL ADVISORS TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176644172
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt046736
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS AT UK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF KENTUCKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0310 PETERSON SERVICE BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0405060005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046736
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$829,053
Liabilities
$0
Net assets
$829,053
Revenue
$35,633
Expenses
$53,325
Net income
-$17,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.68$0.57$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.60$0.55$0.05
2022Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$1.02$0.67$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$1.19$0.62$0.57
2020Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.28$0.56$0.28
2019Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$0.49$0.51$0.02
2018Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.47$0.58$0.11
2017Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.36$0.53$0.18
2016Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.32$0.51$0.19
2015Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.95$0.48$0.47
2014Summary only. Only limited summary data is available for this year.$8.19$0.00$0.77$0.46$0.31
2013Summary only. Only limited summary data is available for this year.$7.88$0.00$0.54$0.39$0.15
2012Summary only. Only limited summary data is available for this year.$7.74$0.00$7.74$0.26$0.39$0.14
2011Summary only. Only limited summary data is available for this year.$7.89$0.00$7.89$0.69$0.39$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.00$7.59$0.43