Dorothy R Perin and Harold F Poe Trust

Foundation · Grantmaker CINCINNATI, OH EIN: 31-6393556

THE ORGANIZATIONS MISSION IS TO PROVIDE FINANCIAL SUPPORT FOR THE CINCINNATI SYMPHONY ORCHESTRA.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

+4.9% YoY

Annual Giving

$216K

-8.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$216K

-8.9% YoY

About Dorothy R Perin and Harold F Poe Trust

Based on IRS filings

Dorothy R Perin and Harold F Poe Trust is a nonprofit organization, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $216K. Net investment income was $202K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$94K$188K$283K$377K201920202021202220232024
Metric202420232022
Total Assets$3,286,695$3,134,101$3,291,439
Revenue$202,140$201,100$172,671
Expenses$251,028$268,497$292,175
Qualifying Distributions
Net Investment Income$202,140$201,100$172,671
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$77K$155K$232K$310K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CINCINNATI SYMPHONY ORCH…$216K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cincinnati Symphony Orchestra ($216,228).

RecipientPurposeAmount
CINCINNATI SYMPHONY ORCHESTRA CINCINNATI, OHTO PROVIDE FINANCIAL SUPPORT FOR THE CINCINNATI SYMPHONY ORCHESTRA$216,228

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JULIE L POETRUSTEE$28K

From 2024 filing

NameTitleHoursCompensation
JULIE L POETRUSTEE5$28,260

Frequently Asked Questions

How large is Dorothy R Perin and Harold F Poe Trust?

As of 2024, Dorothy R Perin and Harold F Poe Trust holds $3.3M in total assets with $202K in annual revenue. It awarded 1 grants totaling $216K in 2024.

Where does Dorothy R Perin and Harold F Poe Trust operate?

Dorothy R Perin and Harold F Poe Trust has awarded grants in Ohio.

What size grants does Dorothy R Perin and Harold F Poe Trust award?

In 2024, Dorothy R Perin and Harold F Poe Trust awarded 1 grants totaling $216K — an average of about $216K per grant, based on its IRS Form 990 filings.

What is Dorothy R Perin and Harold F Poe Trust's EIN?

Dorothy R Perin and Harold F Poe Trust's EIN (Employer Identification Number) is 31-6393556. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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