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 2025. As of 2025, the organization holds $19.9M in total assets. In 2025, it awarded 2 grants totaling $1.3M. Net investment income was $40K.
David Poiry Charitable TR DTD 6-27-2002 at a glance
In short: David Poiry Charitable TR DTD 6-27-2002 gave $1.3M across 2 grants in 2025 (avg $650K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,300,000
- +4.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $650,000
- +4.0% vs 2024
- Median grant
- $650,000
- Total assets
- $19,903,891
- -6.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who David Poiry Charitable TR DTD 6-27-2002 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Society to Aid Retarded Foundation ($1.2M). Together the top 2 received $1.3M.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How David Poiry Charitable TR DTD 6-27-2002 gives
- In 2024 it paid out 814% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $1.3M (2024) to $4.0M (2023). In 2025 it made 2 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society to Aid Retarded Foundation Torrance, CA | To aid in the mission of the exempt organization. | $1,170,000 |
| UCLA Jonsson Comp Cancer Center Los Angeles, CA | To aid in the mission of the exempt organization. | $130,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,903,891 | $965,723 | $2,225,508 | $1,300,000 | 2 | $1,300,000 | $40,215 | — |
| 2024 | $21,181,244 | $1,296,078 | $2,653,515 | $1,250,000 | 2 | $1,250,000 | $19,941 | $153,610 |
| 2023 | $22,597,099 | $484,352 | $4,327,937 | $4,000,000 | 2 | $4,000,000 | $156,415 | $20,178 |
Leadership & Key People
Officers and directors from IRS filings
David Poiry Charitable TR DTD 6-27-2002 is led by James Wellbaum, Trustee on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2025 filing
James Wellbaum
Trustee
On filings since 2023
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about David Poiry Charitable TR DTD 6-27-2002
How much does David Poiry Charitable TR DTD 6-27-2002 give each year?
David Poiry Charitable TR DTD 6-27-2002 gave $1.3M across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 2 grants.
How large is David Poiry Charitable TR DTD 6-27-2002?
David Poiry Charitable TR DTD 6-27-2002 reported $19.9M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $966K.
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 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 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 19, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
- IRS filings on file for fiscal years 2023–2024
Explore Open Grants
Browse active grant opportunities in David Poiry Charitable TR DTD 6-27-2002's focus areas in our free grants database
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