OHIO COMMUNITY POOLED ANNUITY TR

As filed

Subsection

03

NTEE code

L200

Classification

1000

Street

1401 S MAIN ST STE 100

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

6 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 100). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• DAYTON FOUNDATION

  EIN 31-6027287

• DAYTON FOUNDATION DEPOSITORY

  EIN 31-1044298

• DAYTON FOUNDATION PLUS INC

  EIN 54-2101090

• DISABILITY FOUNDATION INC

  EIN 31-1725978

• HUNDRED CLUB OF DAYTON

  EIN 23-7046227

• VETERANS AFFAIRS HISTORY CENTER FOUNDATION

  EIN 83-2031141

Mission and programs · 2024

• Administer pooled annuity funds and make payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines.

  Expenses $1,003,681

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $2,466,592

  Expenses

  $1,092,519

  Contributions

  $1,726,432

  Grants paid

  $209,043

• 2023

  Revenue

  $2,200,226

  Expenses

  $989,628

  Contributions

  $1,534,681

  Grants paid

  $169,644

• 2022

  Revenue

  $1,658,873

  Expenses

  $775,526

  Contributions

  $1,121,037

  Grants paid

  $175,653

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,369,450

  Expenses

  $1,102,540

  Assets (EOY)

  $9,359,930

• 2020 · 990

  Revenue

  $2,343,103

  Expenses

  $1,125,014

  Assets (EOY)

  $9,716,472

• 2019 · 990

  Revenue

  $1,042,361

  Expenses

  $568,097

  Assets (EOY)

  $7,056,021

• 2018 · 990

  Revenue

  $1,203,370

  Expenses

  $279,801

  Assets (EOY)

  $6,545,915

• 2017 · 990

  Revenue

  $1,141,613

  Expenses

  $524,002

  Assets (EOY)

  $5,685,954

• 2017 · 990

  Revenue

  $1,141,613

  Expenses

  $524,002

  Assets (EOY)

  $5,685,954

• 2016 · 990

  Revenue

  $705,051

  Expenses

  $150,019

  Assets (EOY)

  $4,938,826

• 2015 · 990

  Revenue

  $237,818

  Expenses

  $118,685

  Assets (EOY)

  $4,085,111

• 2014 · 990

  Revenue

  $407,037

  Expenses

  $145,358

  Assets (EOY)

  $4,153,749

• 2013 · 990

  Revenue

  $536,128

  Expenses

  $155,711

  Assets (EOY)

  $4,020,726

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• Circle Tail

  $10,000

  2022 · grow assistance dog program

• Friends of The Castle

  $10,000

  2022 · transportation

• Luke 5 Adventures

  $10,000

  2022 · new road running program

• The Abilities Connection

  $10,000

  2022 · handicapped parking accessibility

• Therapeutic Riding Institute

  $10,000

  2022 · Expand therapeutic horse riding

• Three Valley Conservation Dis

  $10,000

  2022 · ADA boardwalk Ruder Nature Pres

• Toward Independence

  $10,000

  2022 · improve kitchen accessibility

• University of Cincinnati Fnd

  $10,000

  2022 · accessibiltiy rooms

• Therapeutic Riding Institute

  $10,000

  2024 · equine-assisted counseling

• United Rehabilitation Service

  $10,000

  2024 · shade structure for playground

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files