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EIN 59-3788888

Ohio Community Pooled Annuity Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dayton
State
Ohio
Year formed
1998
Most recent tax filings
2023-06-01
NTEE code, primary
Y30: Pension and Retirement Funds
Description
The Ohio Community Pooled Annuity Trust administers pooled annuity funds and makes payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines, fulfilling its mission of funding for supplemental needs for individuals with disabilities.
Related structure
Ohio Community Pooled Annuity Trust is a subordinate organization under The Dayton Foundation.
Total revenues
$1,658,873
2023
Total expenses
$775,526
2023
Total assets
$10,717,616
2023
Num. employees
0
2023

Program areas at Ohio Community Pooled Annuity Trust

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

Grants made by Ohio Community Pooled Annuity Trust

GranteeGrant descriptionAmount
Toward IndependenceImprove Kitchen Accessibility$10,000
Therapeutic Riding InstituteExpand Therapeutic Horse Riding$10,000
Three Valley Conservation TrustAda Boardwalk Ruder Nature Pres$10,000
...and 7 more grants made

Personnel at Ohio Community Pooled Annuity Trust

NameTitleCompensation
Gregory D DarlingExecutive Director$0
Elizabeth Durnell-MaierChairperson$0
Ashley BurkeVice Chair$0
Tom DerossTreasurer$0
Brittany O'Diam-HorsemanPastchairperson$0
...and 4 more key personnel

Financials for Ohio Community Pooled Annuity Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$1,121,037
Program services$0
Investment income and dividends$272,095
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$94,076
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$171,665
Total revenues$1,658,873

Form 990s for Ohio Community Pooled Annuity Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-23990View PDF
2022-062023-04-26990View PDF
2021-062022-04-28990View PDF
2020-062021-05-11990View PDF
2019-062021-01-28990View PDF
...and 9 more Form 990s
Data update history
May 20, 2024
Updated personnel
Identified 2 new personnel
July 24, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 4 new personnel
May 10, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Mutual assistance organizationsChapter / child organizationsCharities
Issues
Human servicesHousing
Characteristics
State / local levelTax deductible donationsNo full-time employees
General information
Address
1401 S Main St 100
Dayton, OH 45409
Metro area
Dayton-Kettering, OH
County
Montgomery County, OH
Website URL
daytonfoundation.org/ 
Phone
(937) 225-9939
IRS details
EIN
59-3788888
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y30: Pension and Retirement Funds
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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