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Ohio Community Pooled Annuity Trust at a glance

· Public charity

Ohio Community Pooled Annuity Trust

Funding for Supplemental needs for individuals with disabilities

$209k
Granted FY2025still arriving
15
Grants FY2025still arriving
1
States reached
$10k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% 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
02FY2025 · 15 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 15 grants below total $120,811, the rows itemized in this filing. The $209,043 headline is the total grant expense on the return; the other $88,232 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2025

  • Under $10k9 grants · $61k
  • $10k–50k6 grants · $60k
$8,000
Median grant
1
States reached
$15M
Total assets
Largest grants
RecipientAmount
Dayton Live$10,000
Habitat For Humanity Gr Dayto$10,000
Dayton Metro Library$10,000
United Rehabilitation Service$10,000
Therapeutic Riding Institute$10,000
Dayton Performing Arts Allian$10,000
Resident Home Assoc$8,500
Luke 5 Adventures$8,000
Friends of the Castle$7,000
Plan of Southwest Ohio Inc$6,800
Good Works Farm$6,500
Learning Tree Farm$6,175
Cincinnati Tennis Foundation$6,000
Owens Place$6,000
K12 & TEJAS Gallery$5,836
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY20–25, $139k) land where the poverty rate runs at 11%, against an area that typically sits at 12%. 49% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 12%Good Works Farm: $10k → 6%Resident Home Assoc: $9k → 14%YWCA Columbus: $8k → 15%Good Works Farm: $7k → 6%St Josephs Home: $8k → 16%Circle Tail: $10k → 6%Resident Home Assoc: $8k → 14%Dayton Autism Society: $10k → 9%Dayton Autism Society: $6k → 9%Toward Independence: $10k → 9%Toward Independence: $10k → 9%Toward Independence: $8k → 9%I Am Boundless Inc: $7k → 14%Graceworks Lutheran Services: $8k → 14%Graceworks: $8k → 14%Graceworks Lutheran Services: $7k → 14%Access Center for Ind Living: $6k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

70%of every dollar goes to organizations it has funded before.
$368k · 17 repeat orgs$154k to everyone else

Grantees it renews have grown median revenue +26% since the first grant, against +4% for those funded once.

17 repeat relationships: 11 still active in FY2025, 6 since wound down; 4 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
15

Total granted

$368k
$125k

Median revenue growth · since first grant

+26%
+4%

Still filing today

94%
73%

New vs renewed · share of each year

In FY2025, 76% of grant dollars renewed an existing relationship; $29k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

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

’19’20’21’22’23’24’25
Human ServicesArts & CultureEducationHealthRecreation & SportsPhilanthropyOther
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.

Backed again, and grew

  • TR
    THERAPEUTIC RIDING INSTITUTE INC
    4× · 2020–2025 · $38k · revenue +81%
  • FO
    Friends of the Castle Inc
    4× · 2021–2025 · $35k · revenue +88%
  • UR
    UNITED REHABILITATION SERVICES OF GREATER DAYTON
    3× · 2020–2025 · $30k · revenue +26%

Funded once

  • CT
    CIRCLE TAIL INCgraduated
    one grant, 2023 · $10k · revenue +142%
  • TU
    THE UNIVERSITY OF CINCINNATI FOUNDATION
    one grant, 2023 · $10k · revenue -1%
  • NS
    NORTH STAR COMMUNITY ASSOCIATION
    one grant, 2024 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Cincinnati's Optimum Residential Environments Inc

Residential & Habilitative Svs. Provide residential and habilitative services to adults with developmental disabilities

Health
2
Arc Group Employment Services

To provide employment opportunities to central ohioans with developmental disabilities.

Employment
3
Residential Home for the Developmentally Disabled Inc

Built on a foundation of compassion and integrity, rhdd is dedicated to supporting individuals with a disability, to live and work in their communities.safe in a family environment, individuals are empowered to achieve personal and…

—
4
Southeastern Ohio Center for Independent Living

Provide services to people with disabilities. such services include assistance with housing, employment, transportation and recreational issues.

Human Services
5
The Arc of the Mid Ohio Valley Inc

Mission is to promote and advocate for the welfare of people with intellectual and other developmental disabilities.

—
6
Ohio Disability Rights Law & Policy Center Inc

To advocate for an equitable ohio for people with disabilities.

Civil Rights
7
Pathways to Independence of Central Ohio

Pathways to Independence of Central Ohio is a nonprofit agency providing mentoring and job placement to recent high school graduates and young adults with disabilities in Columbus, Ohio and surrounding area.

Employment
8
Cincinnati Center for Autism

We support individuals with autism and their families through programming in the areas of academics, adaptive behavior, communication, and social participation.

Education
9
Elizabeth Seton Housing Corporation

Elizabeth Seton Housing Corporation provides housing for adults with developmental disabilities who have complex support needs in small residential home environments. The Corporation is operated in connection with the mission of St. Joseph…

Human Services
10
Abilities First Foundation Inc

Abilities First is committed to providing comprehensive services and quality care to each child and adult with special needs to put their abilities first.

Human Services
11
The Ability Center of Greater Toledo

To assist people with disabilities to live, work and socialize within a fully accessible community.

Human Services
12
Ohio District 5 Area Agency On Aging Inc

The ohio district 5 area agency on aging, inc. provides leadership, collaboration, coordination and services to older adults, people with disabilities, their caregivers and resource networks that support individual choice, independence and…

—
How this is measured
The grantee most central to the portfolio’s shape is Toward Independence Inc; the most unlike its peers is Therapeutic Riding Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

31 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 31 of the 37 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
31/31
Grantees still filing
21/31
Grew since first funded

Where the money sits, by cause and then by grantee

THERAPEUTIC RIDING INSTITUTE INC: $38,000 · OtherTHERAPEUTIC RIDING INSTITUTE INCUNITED REHABILITATION SERVICES OF GREATER DAYTON: $30,000 · OtherUNITED REHABILITATION SERVICES OF GREATER DAY…Habitat for Humanity of Greater Dayton Inc: $20,000 · OtherHabitat for Humanity of Greater Dayton IncWe Care Arts Inc: $20,000 · OtherWe Care Arts IncTAC INDUSTRIES INC: $19,000 · OtherTAC INDUSTRIES INCBOUNDLESS COMMUNITY PATHWAYS INC: $17,000 · OtherBOUNDLESS COMMUNITY PATHWAYS INCDAYTON METRO LIBRARY FINANCE DEPARTMENT: $17,000 · OtherDAYTON METRO LIBRARY FINANCE DEPARTMENTThe Learning Tree Farm Inc: $14,175 · OtherThe Learning Tree Farm IncNORTH STAR COMMUNITY ASSOCIATION: $10,000 · OtherUnited Rehabilitation Service: $7,721 · OtherDOWN SYNDROME ASSOCIATION OF NORTHEAST OHIO: $7,500 · Other+3 more: $19,500 · Other+3 moreTOWARD INDEPENDENCE INC: $28,000 · Human ServicesTOWARD INDEPENDENCE INCGRACEWORKS LUTHERAN SERVICES: $23,000 · Human ServicesGRACEWORKS LUTHERAN SERVICESGood Works Farm Inc: $16,500 · Human ServicesGood Works Farm IncRESIDENT HOME ASSOCIATION OF GREATER DAYTON INC: $16,500 · Human ServicesRESIDENT HOME ASSOCIATION OF…AUTISM SOCIETY OF DAYTON: $16,000 · Human ServicesAUTISM SOCIETY OF DAYTONCIRCLE TAIL INC: $10,000 · Human ServicesCIRCLE TAIL INCSt Joseph Infant and Maternity Home: $8,000 · Human ServicesSt Joseph Infant and Materni…YOUNG WOMEN'S CHRISTIAN ASSOCIATION: $7,500 · Human ServicesYOUNG WOMEN'S CHRISTIAN ASSO…I AM BOUNDLESS INC: $7,000 · Human ServicesACCESS CENTER FOR INDEPENDENT LIVING: $6,000 · Human ServicesVICTORIA THEATRE ASSOCIATION: $20,000 · Arts & CultureVICTORIA THE…K12 GALLERY FOR YOUNG PEOPLE: $19,836 · Arts & CultureK12 GALLERY …Dayton Performing Arts Alliance: $10,000 · Arts & CultureDayton Perfo…DAYTON SOCIETY OF NATURAL HISTORY: $10,000 · Arts & CultureDAYTON SOCIE…Friends of the Castle Inc: $35,000 · EducationOHIO VALLEY VOICES: $8,000 · EducationTHE DAYTON FOUNDATION: $20,000 · PhilanthropyTHE UNIVERSITY OF CINCINNATI FOUNDATION: $10,000 · PhilanthropyLUKE5ADVENTURES: $18,000 · Recreation & SportsThe Cincinnati Tennis Foundation: $6,000 · Recreation & SportsPLACES INC: $10,000 · HealthPLAN OF SOUTHWEST OHIO INC: $6,800 · HealthTHREE VALLEY CONSERVATION TRUST: $10,000 · Environment
Other$219,896Human Services$138,500Arts & Culture$59,836Education$43,000Philanthropy$30,000Recreation & Sports$24,000Health$16,800Environment$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHERAPEUTIC RIDING INSTITUTE INC: $38,000 over 4y, 2.4% of budgetFriends of the Castle Inc: $35,000 over 4y, 4.0% of budgetUNITED REHABILITATION SERVICES OF GREATER DAYTON: $30,000 over 3y, 0.2% of budgetTOWARD INDEPENDENCE INC: $28,000 over 3y, 0.1% of budgetGRACEWORKS LUTHERAN SERVICES: $23,000 over 3y, 0.0% of budgetHabitat for Humanity of Greater Dayton Inc: $20,000 over 2y, 0.2% of budgetTHE DAYTON FOUNDATION: $20,000 over 2y, 0.0% of budgetVICTORIA THEATRE ASSOCIATION: $20,000 over 2y, 0.0% of budgetWe Care Arts Inc: $20,000 over 3y, 1.0% of budgetK12 GALLERY FOR YOUNG PEOPLE: $19,836 over 3y, 0.8% of budgetTAC INDUSTRIES INC: $19,000 over 2y, 0.1% of budgetLUKE5ADVENTURES: $18,000 over 2y, 2.1% of budgetBOUNDLESS COMMUNITY PATHWAYS INC: $17,000 over 2y, 0.3% of budgetGood Works Farm Inc: $16,500 over 2y, 1.1% of budgetRESIDENT HOME ASSOCIATION OF GREATER DAYTON INC: $16,500 over 2y, 0.2% of budgetAUTISM SOCIETY OF DAYTON: $16,000 over 2y, 12% of budgetThe Learning Tree Farm Inc: $14,175 over 2y, 1.6% of budgetCIRCLE TAIL INC: $10,000 over 1y, 0.9% of budgetTHE UNIVERSITY OF CINCINNATI FOUNDATION: $10,000 over 1y, 0.0% of budgetPLACES INC: $10,000 over 1y, 0.3% of budgetDayton Performing Arts Alliance: $10,000 over 1y, 0.1% of budgetDAYTON SOCIETY OF NATURAL HISTORY: $10,000 over 1y, 0.1% of budgetTHREE VALLEY CONSERVATION TRUST: $10,000 over 1y, 1.6% of budgetSt Joseph Infant and Maternity Home: $8,000 over 1y, 0.1% of budgetOHIO VALLEY VOICES: $8,000 over 1y, 0.2% of budgetYOUNG WOMEN'S CHRISTIAN ASSOCIATION: $7,500 over 1y, 0.1% of budgetDOWN SYNDROME ASSOCIATION OF NORTHEAST OHIO: $7,500 over 1y, 1.0% of budgetI AM BOUNDLESS INC: $7,000 over 1y, 0.0% of budgetPLAN OF SOUTHWEST OHIO INC: $6,800 over 1y, 1.0% of budgetACCESS CENTER FOR INDEPENDENT LIVING: $6,000 over 1y, 1.0% of budgetThe Cincinnati Tennis Foundation: $6,000 over 1y, 0.5% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 FoundationDayton Foundation Dep…Levin Family Foundati…Mathile Family Founda…Iddings Benevolent Tr…The Dayton Power and …Synchrony FoundationDayton Foundation Plu…The Jesse and Caryl P…Virginia W Kettering …The Berry Family Foun…Elsa M Heisel Sule Ch…
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.

How much its grantees rely on government

Each dot is one organization Ohio Community Pooled Annuity Trust funds: left to right is the share of its income from government, bottom to top the share from Ohio Community Pooled Annuity Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    12report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 37 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home