Ohio Community Pooled Annuity Trust
Ohio Community Pooled Annuity Trust is a public charity based in Dayton, Ohio. Formed in 1998, it administers pooled annuity funds and makes payments for supplemental needs to individuals with disabilities as defined by Social Security and Medicaid guidelines.
Key facts about Ohio Community Pooled Annuity Trust
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.
- EIN
- 59-3788888
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $120,811
- Grants made (2025)
- 15
- Average grant
- $8,054
- Median grant
- $8,000
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2025)
- Total assets
- $14,785,847
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$14.8M
+16.0% YoY
Annual Giving
$121K
+19.6% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$8K
-12.3% YoY
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. 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.
Mission & Focus Areas
The organization states its mission is “Funding for Supplemental needs for individuals with disabilities.” Its program description says it administers pooled annuity funds and makes payments for those supplemental needs.
Its 2025 grants included organizations working on accessibility, recreation, therapy and other services. For example, Therapeutic Riding Institute describes its mission as improving the lives and health of people with special needs through equine-assisted services and therapies. Friends of the Castle says it supports people with mental illness and disorders in achieving competence and independence; Plan of Southwest Ohio says it helps families care for loved ones with disabilities; and Good Works Farm says it empowers differently-abled individuals in supportive environments. These are the grantees’ descriptions of their own missions.
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. Among the largest listed awards were $10,000 each to Dayton Live for venue accessibility, Dayton Metro Library for a wheelchair lift for a bookmobile, Dayton Performing Arts Alliance for sensory-friendly performances, Habitat for Humanity Greater Dayton for a wheelchair ramp and bathroom remodeling, Therapeutic Riding Institute for equine-assisted counseling, and United Rehabilitation Service for a playground shade structure. Other listed awards 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, and $7,000 to Friends of the Castle for social programs.
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Geographic Focus
Where this funder awards grants
All reported 2025 grant dollars went to recipients in Ohio. Listed recipients were based in Ohio cities including Dayton, Spring Valley, Mason, Centerville, Cincinnati, Waynesville and others.
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $14,785,847 | $2,466,592 | $1,092,519 | $120,811 (15) |
| 2024 | $12,743,913 | $2,200,226 | $989,628 | $101,000 (11) |
| 2023 | $10,717,616 | $1,658,873 | $775,526 | $94,000 (10) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $14,785,847 | $12,743,913 | $10,717,616 |
| Revenue | $2,466,592 | $2,200,226 | $1,658,873 |
| Expenses | $1,092,519 | $989,628 | $775,526 |
| Net Investment Income | $715,398 | $583,777 | $366,171 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
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; Gregory D Darling as executive director; Elizabeth Durnell-Maier as chairperson; and Tom DeRoss as treasurer.
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.
Contact
Mailing address: 1401 S Main St 100, Dayton, OH 45409
Phone: (937) 225-9939
Website: https://daytonfoundation.org
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 is “Funding for Supplemental needs for individuals with disabilities.” Its program description says it administers pooled annuity funds and makes payments for those supplemental needs. See mission & focus areas ↑
How do I apply for a grant from Ohio Community Pooled Annuity Trust?
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.
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 September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Ohio Community Pooled Annuity Trust by hand.
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