Dorothy R Perin and Harold F Poe Trust

Public charity · Grantmaker Cincinnati, OH EIN: 31-6393556

The organizations mission is to provide financial support for the cincinnati symphony orchestra.

Key facts about Dorothy R Perin and Harold F Poe Trust

In short: Dorothy R Perin and Harold F Poe Trust gave $219K across 1 grant in 2025 (avg $219K), mostly in Ohio. Source: 2025 IRS Form 990.

EIN
31-6393556
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$218,843
Grants made (2025)
1
Average grant
$218,843
Median grant
$218,843
Total assets
$3,461,043
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$3.5M

+5.3% YoY

Annual Giving

$219K

+1.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$219K

+1.2% YoY

How Dorothy R Perin and Harold F Poe Trust gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Dorothy R Perin and Harold F Poe Trust

Based on IRS filings

Dorothy R Perin and Harold F Poe Trust is a public charity, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 1 grant totaling $219K. Net investment income was $189K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Cincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $160K (2019) to $310K (2021). In 2025 it made 1 grant totaling $219K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Cincinnati Symphony Orchestra: $219KCincinnati Symphony Orchestra$219K

The largest 2025 recipient was Cincinnati Symphony Orchestra ($219K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was in the $100–250K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cincinnati Symphony Orchestra Cincinnati, OHTo provide financial support for the cincinnati symphony orchestra$218,843

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,461,043$3,286,695$3,134,101
Revenue$189,271$202,140$201,100
Expenses$253,115$251,028$268,497
Net Investment Income$189,271$202,140$201,100

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS June 22, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS November 2, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS November 13, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS November 20, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS November 25, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS April 3, 2025)
  7. Updated Form 990 for fiscal year 2025 (received by the IRS March 25, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Dorothy R Perin and Harold F Poe Trust is led by Julie L. Poe, Trustee on every filing since 2019 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Julie L. Poe

    Trustee

    On filings since 2019

    5 hrs/week

    $21K (2019) → $29K (2025)

Former officers (1)
  • Former: James H Coogan (2019) — Former Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Julie L Poe — Trustee: $29KJulie L PoeTrustee$29K

The highest reported compensation on the 2025 filing was $29K, to Julie L Poe (Trustee).

Frequently asked questions about Dorothy R Perin and Harold F Poe Trust

How much does Dorothy R Perin and Harold F Poe Trust give each year?

Dorothy R Perin and Harold F Poe Trust gave $219K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $216K across 1 grant.

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

Dorothy R Perin and Harold F Poe Trust reported $3.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $189K.

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 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 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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