Mission
Funding for Supplemental needs for individuals with disabilities
Public Charity
Ohio Community Pooled Annuity Trust
Ohio Community Pooled Annuity Trust is a Public Charity headquartered in Dayton, OH. Financial data from the 2025 filing: $2.5M revenue, $1.1M expenses, $14.8M total assets. IRS filings disclose 64 grants awarded by this foundation, totaling roughly $542K.
EIN: 593788888
Dayton, OH
Housing Development, Construction & Management
NTEE: L20
Latest filing: 2025
Total Revenue$2.5M
Total Expenses$1.1M
Total Assets$14.8M
Grants Given64
Grant Total$542K
Filing Years2021–2025
Where $100 goes at Ohio Community Pooled Annuity Trust
How Ohio Community Pooled Annuity Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$91
Programs
the work itself
$9
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $91 for programs
$91
Administer pooled annuity funds and make payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to Ohio Community Pooled Annuity Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
wheelchair ramp/ remodel bathrooms
$10,000
shade structure for playground
$10,000
Dayton Metro Library
wheelchair lift for bookmobile vehi
$10,000
equine-assisted counseling
$10,000
improve venue accessability
$10,000
Showing up to 5 of 64 total records — full history available with membership.
Officers & Directors
Vice Chair
Ashley Burke
Trustee
Brittany O'diam Horseman
Trustee
Caryl Segalewicz
Trustee
Debbie Watts Robinson
Trustee
Dylan Boot
Chairperson
Elizabeth Durnell-Maier
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.5M | $1.1M | $14.8M |
| 2024 | $2.2M | $990K | $12.7M |
| 2023 | $1.7M | $776K | $10.7M |
| 2022 | $2.4M | $1.1M | $9.4M |
| 2021 | $2.3M | $1.1M | $9.7M |
Between 2021 and 2025, reported annual revenue grew from $2.3M to $2.5M (+5%), with total assets most recently reported at $14.8M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in OH.
OH
Full geographic grant map with state-by-state breakdown available with membership.