David Poiry Charitable TR DTD 6-27-2002
EIN 936625551Total Given 2023–2024
$5.2M
4 grants · $2.6M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$762K
typical big bets · $331K–$1.7M
grant size
100%
deep partner · 2/2 multi-year
repeat
$21.2M
Assets (2024)
2
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(310) 370-6000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2023 | $4.0M | $22.6M | $484K | 2 |
| 2024 | $1.2M | $21.2M | $1.3M | 2 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$125K
25th Pctl
$331K
Median
$762K
Average
$1.3M
75th Pctl
$1.7M
Maximum
$3.6M
Geographic Distribution
Officers & Directors
JW
James Wellbaum
2+ yrs
Trustee
JW
James Wellbaum
2+ yrs
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| Society to Aid Retarded Foundation | Torrance, CA | $3,600,000 | To aid in the mission of the exempt organization. | 2023 |
| Society to Aid Retarded Foundation | Torrance, CA | $1,125,000 | To aid in the mission of the exempt organization. | 2024 |
| UCLA Jonsson Comp Cancer Center | Los Angeles, CA | $400,000 | To aid in the mission of the exempt organization. | 2023 |
| UCLA Jonsson Comp Cancer Center | Los Angeles, CA | $125,000 | To aid in the mission of the exempt organization. | 2024 |