Options for Living Pooled Charitable Tr
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.
Options for Living Pooled Charitable Tr at a glance
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.
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 1
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $2,244,540
- +0.8% vs 2024
- Primary geography
- District of Columbia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Options for Living Pooled Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Red Cross ($20K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross Washington, DC | Belly Scratch Battlion | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,244,540 | $129,018 | $109,923 | $20,000 | 1 | $95,686 | $119,086 | $125,340 |
| 2024 | $2,227,658 | $161,970 | $108,724 | — | — | $99,236 | $150,118 | $117,692 |
| 2023 | $2,174,197 | $98,145 | $112,753 | — | — | — | $98,145 | — |
| 2022 | $2,188,805 | $-108,487 | $125,683 | — | — | — | $-108,537 | — |
| 2021 | $2,422,975 | $253,260 | $144,626 | — | — | — | $253,260 | — |
| 2020 | $2,314,341 | $100,670 | $133,221 | — | — | — | $100,670 | — |
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.
Leadership & Key People
Officers and directors from IRS filings
Options for Living Pooled Charitable Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
OLD National Wealth Management
Corporate Trustee
Co-Trustee → Corporate Trustee, 2024
On filings since 2023
1 hr/week
$30K (2024) → $30K (2025)
Lifecare Innovations INC
Co-Trustee
On filings since 2024
1 hr/week
$11K (2024) → $11K (2025)
Former officers (2)
- Former: Lifecare Guardianship INC (2020–2023) — Co-Trustee
- Former: First Midwest Bank (2020–2022) — Co-Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $30K, to Old National Wealth Management (Corporate Trustee). 2 officers or directors reported compensation on that filing.
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 October 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2020–2024
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