Ohio Community Pooled Annuity Trust
Ohio Community Pooled Annuity Trust is a public charity based in Dayton, Ohio. Its stated program is to administer pooled annuity funds and make payments for supplemental needs to individuals with disabilities who meet Social Security and Medicaid guidelines.
Ohio Community Pooled Annuity Trust at a glance
In short: Ohio Community Pooled Annuity Trust gave $121K across 15 grants in 2025 (avg $8K), mostly in Ohio. 33% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $120,811
- +19.6% vs 2024
- Grants made (2025)
- 15
- +36.4% vs 2024
- Average grant
- $8,054
- -12.3% vs 2024
- Median grant
- $8,000
- Total assets
- $14,785,847
- +16.0% vs 2024
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2025; small sample)
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ohio Community Pooled Annuity Trust
- Contact
Mailing address: 1401 S Main St 100, Dayton, OH 45409
Phone: (937) 225-9939
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ohio Community Pooled Annuity Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Dayton Live ($10K). Together the top 10 received $90K.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 52 grants of 52 (100%).
Geographic Focus
Where this funder awards grants
The trust is based in Dayton, Ohio. All grant dollars reported for filing year 2025 went to recipients in Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is Ohio Community Pooled Annuity Trust open to new grantees?
33%
first-time grantees, 2025
In 2025, 5 of 15 grantees (33%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $8K; repeat grants $8K. How we count
Medians: $7K first-time, $8K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $42K (2020) to $121K (2025). In 2025 it made 15 grants totaling $121K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dayton Live Dayton, OH | improve venue accessability | $10,000 |
| Dayton Metro Library Dayton, OH | wheelchair lift for bookmobile vehi | $10,000 |
| Dayton Performing Arts Allian Dayton, OH | Sensory Friendly Performances | $10,000 |
| Habitat For Humanity Gr Dayto Dayton, OH | wheelchair ramp/ remodel bathrooms | $10,000 |
| Therapeutic Riding Institute Spring Valley, OH | equine-assisted counseling | $10,000 |
| United Rehabilitation Service Dayton, OH | shade structure for playground | $10,000 |
| Resident Home Assoc Dayton, OH | accessible restroom renovation | $8,500 |
| Luke 5 Adventures Mason, OH | offroad hiking wheelchair & equip | $8,000 |
| Friends of the Castle Centerville, OH | support social programs | $7,000 |
| Plan of Southwest Ohio Inc Cincinnati, OH | recreation program for disabled | $6,800 |
Ready to take the next step with Ohio Community Pooled Annuity Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $14,785,847 | $2,466,592 | $1,092,519 | $120,811 | 15 | $715,398 |
| 2024 | $12,743,913 | $2,200,226 | $989,628 | $101,000 | 11 | $583,777 |
| 2023 | $10,717,616 | $1,658,873 | $775,526 | $94,000 | 10 | $366,171 |
| 2022 | $9,359,930 | $2,369,450 | $1,102,540 | $51,000 | 6 | $495,189 |
| 2021 | $9,716,472 | $2,343,103 | $1,125,014 | $79,000 | 10 | $475,625 |
| 2020 | $7,056,021 | $1,042,361 | $568,097 | $42,000 | 5 | $243,212 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization states its mission as providing funding for supplemental needs for individuals with disabilities. Its program description focuses on payments to eligible individuals; the filings also report grants to nonprofit organizations.
In 2025, grantees included organizations whose own missions describe services for people with disabilities and special needs. United Rehabilitation Services of Dayton describes providing day, vocational, therapy, and support services to individuals with acquired or developmental disabilities or other special needs and their families. Therapeutic Riding Institute describes equine-assisted services and therapies for people with physical, cognitive, social, and psychological needs. Resident Home Association describes community-based living and training for people with intellectual and developmental disabilities. Luke 5 Adventures describes free hiking and other outdoor adventures for people living with disabilities.
Grantmaking
In filing year 2025, the trust reported 15 grants totaling $120,811. Grants ranged from $5,836 to $10,000, with a median of $8,000. Notable awards included $10,000 each to Dayton Live for venue accessibility, Dayton Metro Library for a wheelchair lift for a bookmobile vehicle, Dayton Performing Arts Alliance for sensory-friendly performances, Habitat for Humanity of Greater Dayton for a wheelchair ramp and bathroom remodeling, Therapeutic Riding Institute for equine-assisted counseling, and United Rehabilitation Services for a playground shade structure.
Other reported grants included $8,500 to Resident Home Association for an accessible restroom renovation, $8,000 to Luke 5 Adventures for an off-road hiking wheelchair and equipment, $7,000 to Friends of the Castle for social programs, $6,800 to Plan of Southwest Ohio for a recreation program for people with disabilities, $6,500 to Good Works Farm for farm-related job training, and $6,175 to Learning Tree Farm for free passes to farm activities.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jill Koorndyk, Kim Estess, Kathy Rearick, Vivian O’Connell, Marion Jackson, Grant Kramer, and Dylan Boot as trustees; Elizabeth Durnell-Maier as chairperson; Tom DeRoss as treasurer; and Gregory D Darling as executive director.
Ohio Community Pooled Annuity Trust is led by Gregory D Darling, Executive Director on every filing since 2020; none of the 18 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gregory D Darling
Executive Director
On filings since 2020
40 hrs/week
No compensation reported
Elizabeth A Durnell-Maier
Chairperson
On filings since 2022
1 hr/week
No compensation reported
Kathy Rearick
Trustee
On filings since 2020
1 hr/week
No compensation reported
Marion Jackson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Pamela Combs
Trustee
On filings since 2020
1 hr/week
No compensation reported
Debbie Watts Robinson
Trustee
On filings since 2022
1 hr/week
No compensation reported
Kim Estess
Trustee
On filings since 2022
1 hr/week
No compensation reported
Vivian O'Connell
Trustee
On filings since 2022
1 hr/week
No compensation reported
Grant Kramer
Trustee
On filings since 2023
1 hr/week
No compensation reported
Kat Cornell
Trustee
On filings since 2023
1 hr/week
No compensation reported
Dylan Boot
Trustee
On filings since 2024
1 hr/week
No compensation reported
Jill Koorndyk
Trustee
On filings since 2024
1 hr/week
No compensation reported
Brittany O'Diam Horseman
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Caryl Segalewicz
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Kelly Ross
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Richard Schultze
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Ashley Burke
Vice Chair
Trustee → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Tom DeRoss
Treasurer
Trustee → Finance Chair, 2021
Finance Chair → Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Former officers (11)
- Former: Jessica Jenkins (2020–2024) — Trustee
- Former: Shari Cooper (2020–2024) — Trustee
- Former: Blair Cornell (2020–2023) — Trustee
- Former: Joseph B Baldasare (2020–2023) — Trustee
- Former: Owen Sizemore (2021–2023) — Trustee
- Former: Brittany O'Diam-Horseman (2020–2022) — Pastchairperson
- Former: Joseph Szoke (2020–2022) — Trustee
- Former: Elizabeth Mayer-Durnell (2020–2021) — Vice Chair
- Former: Gussie Jones (2020) — Trustee
- Former: John White (2020) — Trustee
- Former: Patricia Ioas (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2025. "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 Ohio Community Pooled Annuity Trust
How much does Ohio Community Pooled Annuity Trust give each year?
Ohio Community Pooled Annuity Trust gave $121K across 15 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $101K across 11 grants.
What is Ohio Community Pooled Annuity Trust's typical grant size?
Ohio Community Pooled Annuity Trust's median grant in 2025 was $8,000, and its average grant was $8,054, across 15 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Ohio Community Pooled Annuity Trust that year got $8K on average.
Where does Ohio Community Pooled Annuity Trust give grants?
Ohio Community Pooled Annuity Trust gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Dayton, OH (8 grants) and Cincinnati, OH (2 grants).
Does Ohio Community Pooled Annuity Trust give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Ohio Community Pooled Annuity Trust's 2025 IRS Form 990 were described as general or operating support.
Who are Ohio Community Pooled Annuity Trust's largest grantees?
Ohio Community Pooled Annuity Trust's largest 2025 grantees include Dayton Live ($10,000), Dayton Metro Library ($10,000) and Dayton Performing Arts Allian ($10,000), according to its 2025 IRS Form 990. Together they received 25% of its itemized 2025 grant dollars.
How large is Ohio Community Pooled Annuity Trust?
Ohio Community Pooled Annuity Trust reported $14.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.5M.
What does Ohio Community Pooled Annuity Trust fund?
The organization states its mission as providing funding for supplemental needs for individuals with disabilities. Its program description focuses on payments to eligible individuals; the filings also report grants to nonprofit organizations. See mission & focus areas ↑
How do I apply for a grant from Ohio Community Pooled Annuity Trust?
Ohio Community Pooled Annuity Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Ohio Community Pooled Annuity Trust's EIN?
Ohio Community Pooled Annuity Trust's EIN (Employer Identification Number) is 59-3788888. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Ohio Community Pooled Annuity Trust funds
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Cite this profile
Grantable. (2026). Ohio Community Pooled Annuity Trust funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/ohio-community-pooled-annuity-trust-morg_d9bc4872cb1f43d6a54fad6679406410
BibTeX
@misc{grantable_593788888_2026,
author = {{Grantable}},
title = {{Ohio Community Pooled Annuity Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ohio-community-pooled-annuity-trust-morg_d9bc4872cb1f43d6a54fad6679406410},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ohio Community Pooled Annuity Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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