Dorothy R Perin and Harold F Poe Trust
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
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Cincinnati Symphony Orchestra ($219K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cincinnati Symphony Orchestra Cincinnati, OH | To provide financial support for the cincinnati symphony orchestra | $218,843 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990 for fiscal year 2019 (received by the IRS June 22, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 20, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 25, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS March 25, 2026)
- 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
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.
Here's the math on researching Dorothy R Perin and Harold F Poe Trust by hand.
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