How much does Ohio Community Pooled Annuity Trust give?

Ohio Community Pooled Annuity Trust reported 15 itemized grants totaling $120,811, out of $209,043 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 5 and 11 organizations a year over FY2019 to FY2024.

What does Ohio Community Pooled Annuity Trust fund?

By grant dollars over FY2019 to FY2025, its largest causes are Health (33%), Arts & Culture (15%), Recreation & Sports (12%).

Who are Ohio Community Pooled Annuity Trust's largest grantees?

By total granted over FY2019 to FY2025: Therapeutic Riding Institute Inc ($38k), Friends of the Castle Inc ($35k), United Rehabilitation Services of Greater Dayton ($30k).

Does Ohio Community Pooled Annuity Trust fund new organizations?

In FY2024, 73% of the organizations it funded were first-time grantees.

Which funders back the same organizations as Ohio Community Pooled Annuity Trust?

Its strongest co-funders, measured against what their size predicts, include The Dayton Foundation, Dayton Foundation Depository, Levin Family Foundation.

Where is Ohio Community Pooled Annuity Trust based?

Ohio Community Pooled Annuity Trust is based in OH.

Foundation Dossiers

Ohio · Public charity

Ohio Community Pooled Annuity Trust

Funding for Supplemental needs for individuals with disabilities

$209k
Granted FY2025(still arriving): 15
Itemized grants FY2025: 11
Organizations funded FY2024: 73%
First-time grantees FY2024

Read the full brief

Itemized, FY2025: $121k; The rest is grants the schedule does not break out
Median grant, FY2025: $8,000
Largest grant, FY2025: $10,000
Organizations funded a year: 5 to 11; FY2019 to FY2024
States reached, FY2025: 1
Total assets, FY2025: $15M

How open it is to new grantees

In FY2024, 73% of the organizations Ohio Community Pooled Annuity Trust funded were first-time grantees, receiving 74% of its grant dollars.

New vs renewed · share of each year

In FY2024, 26% of grant dollars renewed an existing relationship; $75k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Human ServicesArts & CultureEducationRecreation & SportsPhilanthropyHealthOther

How this is measured

First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

The numbers by year

Fiscal year	Organizations funded	To those organizations	First-time grantees
FY2025still arriving	15	$121k	27%
FY2024	11	$101k	73%
FY2023	10	$94k	50%
FY2022	6	$51k	33%
FY2021	10	$79k	80%
FY2020	5	$42k	80%
FY2019	5	$34k	n/a

100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$179kArts & Culture$80kRecreation & Sports$68kHuman Services$54kHousing & Shelter$38kEducation$33kEmployment$26kPhilanthropy$20kOther$0

Top grantees

Largest recipients by total granted, FY2019 to FY2025, and the share of each one’s budget the grants supplied at peak.

Grantee	Total granted	Years	Share of their budget
Therapeutic Riding Institute Inc	$38,000	4	2%
Friends of the Castle Inc	$35,000	4	4%
United Rehabilitation Services of Greater Dayton	$30,000	3	0%
Toward Independence Inc	$28,000	3	0%
Graceworks Lutheran Services	$23,000	3	0%
Habitat for Humanity of Greater Dayton Inc	$20,000	2	0%
Victoria Theatre Association	$20,000	2	0%
We Care Arts Inc	$20,000	3	1%
K12 Gallery for Young People	$19,836	3	1%
Tac Industries Inc	$19,000	2	0%

Show all 33 grantees

All grantees of Ohio Community Pooled Annuity Trust by total granted
Grantee	Total granted	Years	Share of their budget
Therapeutic Riding Institute Inc	$38,000	4	2%
Friends of the Castle Inc	$35,000	4	4%
United Rehabilitation Services of Greater Dayton	$30,000	3	0%
Toward Independence Inc	$28,000	3	0%
Graceworks Lutheran Services	$23,000	3	0%
Habitat for Humanity of Greater Dayton Inc	$20,000	2	0%
Victoria Theatre Association	$20,000	2	0%
We Care Arts Inc	$20,000	3	1%
K12 Gallery for Young People	$19,836	3	1%
Tac Industries Inc	$19,000	2	0%
Luke5adventures	$18,000	2	2%
Boundless Community Pathways Inc	$17,000	2	0%
Dayton Metro Library Finance Department	$17,000	2	n/a
Good Works Farm Inc	$16,500	2	1%
Resident Home Association of Greater Dayton Inc	$16,500	2	0%
Autism Society of Dayton	$16,000	2	12%
The Learning Tree Farm Inc	$14,175	2	2%
Circle Tail Inc	$10,000	1	1%
The University of Cincinnati Foundation	$10,000	1	0%
North Star Community Association	$10,000	1	n/a
Places Inc	$10,000	1	0%
Dayton Performing Arts Alliance	$10,000	1	0%
Dayton Society of Natural History	$10,000	1	0%
Three Valley Conservation Trust	$10,000	1	2%
St Joseph Infant and Maternity Home	$8,000	1	0%
Ohio Valley Voices	$8,000	1	0%
Young Women's Christian Association	$7,500	1	0%
Down Syndrome Association of Northeast Ohio	$7,500	1	1%
I Am Boundless Inc	$7,000	1	0%
Plan of Southwest Ohio Inc	$6,800	1	1%
Owens Place	$6,000	1	n/a
Access Center for Independent Living	$6,000	1	1%
The Cincinnati Tennis Foundation	$6,000	1	0%

Plus 3 recipients with no EIN on record ($21k), not named here.

Each grantee by its size and the share of its budget Ohio Community Pooled Annuity Trust supplied at peak.

Tap a dot to name the grantee.

How this is measured

Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 30.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Dayton FoundationOH42.8× affinity19 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Dayton Foundation · Dayton Foundation Depository · Levin Family Foundation · Mathile Family Foundation · Iddings Benevolent Trust Xxxxx5009 · The Dayton Power and Light Company Foundation Dba Aes Ohio Foundation · Synchrony Foundation · Dayton Foundation Plus Inc · The Jesse and Caryl Philips Foundation · Virginia W Kettering Foundation Xxxxx3003 · The Berry Family Foundation · Elsa M Heisel Sule Charitable Trust 2005

How this is measured

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Ohio Community Pooled Annuity Trust with peer funders

About Ohio Community Pooled Annuity Trust

How much does Ohio Community Pooled Annuity Trust give?: Ohio Community Pooled Annuity Trust reported 15 itemized grants totaling $120,811, out of $209,043 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 5 and 11 organizations a year over FY2019 to FY2024.
What does Ohio Community Pooled Annuity Trust fund?: By grant dollars over FY2019 to FY2025, its largest causes are Health (33%), Arts & Culture (15%), Recreation & Sports (12%).
Who are Ohio Community Pooled Annuity Trust's largest grantees?: By total granted over FY2019 to FY2025: Therapeutic Riding Institute Inc ($38k), Friends of the Castle Inc ($35k), United Rehabilitation Services of Greater Dayton ($30k).
Does Ohio Community Pooled Annuity Trust fund new organizations?: In FY2024, 73% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Ohio Community Pooled Annuity Trust?: Its strongest co-funders, measured against what their size predicts, include The Dayton Foundation, Dayton Foundation Depository, Levin Family Foundation.
Where is Ohio Community Pooled Annuity Trust based?: Ohio Community Pooled Annuity Trust is based in OH.