David Poiry Charitable TR DTD 6-27-2002
David Poiry Charitable TR DTD 6-27-2002 is a private foundation, based in TORRANCE, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $21.2M in total assets. In 2024, it awarded 2 grants totaling $1.3M. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21.2M
-6.3% YoY
Annual Giving
$1.3M
-68.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$625K
-68.8% YoY
Under IRS private-foundation payout rules, David Poiry Charitable TR DTD 6-27-2002 reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.
About David Poiry Charitable TR DTD 6-27-2002
Based on IRS filings
David Poiry Charitable TR DTD 6-27-2002 is a private foundation, based in TORRANCE, CA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $21.2M in total assets. In 2024, it awarded 2 grants totaling $1.3M. Net investment income was $20K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $21,181,244 | $22,597,099 |
| Revenue | $1,296,078 | $484,352 |
| Expenses | $2,653,515 | $4,327,937 |
| Qualifying Distributions | $1,250,000 | $4,000,000 |
| Net Investment Income | $19,941 | $156,415 |
| Distributable Amount | $153,610 | $20,178 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Society to Aid Retarded Foundation ($1,125,000), UCLA Jonsson Comp Cancer Center ($125,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Society to Aid Retarded Foundation Torrance, CA | To aid in the mission of the exempt organization. | $1,125,000 |
| UCLA Jonsson Comp Cancer Center Los Angeles, CA | To aid in the mission of the exempt organization. | $125,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Wellbaum | Trustee | — | — |
Frequently Asked Questions
How large is David Poiry Charitable TR DTD 6-27-2002?
As of 2024, David Poiry Charitable TR DTD 6-27-2002 holds $21.2M in total assets with $1.3M in annual revenue. It awarded 2 grants totaling $1.3M in 2024.
Where does David Poiry Charitable TR DTD 6-27-2002 operate?
David Poiry Charitable TR DTD 6-27-2002 has awarded grants in California.
What size grants does David Poiry Charitable TR DTD 6-27-2002 award?
In 2024, David Poiry Charitable TR DTD 6-27-2002 awarded 2 grants totaling $1.3M — an average of about $625K per grant, based on its IRS Form 990 filings.
How much is David Poiry Charitable TR DTD 6-27-2002 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David Poiry Charitable TR DTD 6-27-2002 reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David Poiry Charitable TR DTD 6-27-2002's EIN?
David Poiry Charitable TR DTD 6-27-2002's EIN (Employer Identification Number) is 93-6625551. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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