Options for Living Pooled Charitable Tr

Private foundation · Grantmaker Evansville, IN EIN: 38-6788007

Options for Living Pooled Charitable Tr is a private foundation, based in Evansville, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $119K.

Key facts about Options for Living Pooled Charitable Tr

In short: Options for Living Pooled Charitable Tr gave $20K across 1 grant in 2025 (avg $20K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.

EIN
38-6788007
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
1
Average grant
$20,000
Median grant
$20,000
Total assets
$2,244,540
Primary geography
District of Columbia (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.2M

+0.8% YoY

Annual Giving

$20K

Grant Count

1

Avg Grant Size

$20K

Under IRS private-foundation payout rules, Options for Living Pooled Charitable Tr reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.

How Options for Living Pooled Charitable Tr gives

  • In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

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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.

Cities

Washington

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024 1 grant2025

In 2025 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

American Red Cross: $20KAmerican Red Cross$20K

The largest 2025 recipient was American Red Cross ($20K).

Grant Size Distribution

1 grants across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Red Cross Washington, DCBelly Scratch Battlion$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,244,540$2,227,658$2,174,197
Revenue$129,018$161,970$98,145
Expenses$109,923$108,724$112,753
Qualifying Distributions$95,686$99,236—
Net Investment Income$119,086$150,118$98,145
Distributable Amount$125,340$117,692—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Frequently asked questions about Options for Living Pooled Charitable Tr

How much does Options for Living Pooled Charitable Tr give each year?

Options for Living Pooled Charitable Tr gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is Options for Living Pooled Charitable Tr?

Options for Living Pooled Charitable Tr reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Options for Living Pooled Charitable Tr operate?

Options for Living Pooled Charitable Tr has awarded grants in District of Columbia.

What is Options for Living Pooled Charitable Tr's EIN?

Options for Living Pooled Charitable Tr's EIN (Employer Identification Number) is 38-6788007. IRS Form 990 filing data is available on this page for 2020–2025.

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

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