Dorothy R Perin and Harold F Poe Trust
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Cincinnati Symphony Orchestra ($216,228).
| Recipient | Purpose | Amount |
|---|---|---|
| CINCINNATI SYMPHONY ORCHESTRA CINCINNATI, OH | TO 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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIE L POE | TRUSTEE | 5 | $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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