For what type of expenses can Pooled Trust funds NOT be used?

Pooled Trusts are designed to allow individuals with disabilities to maintain their eligibility for government benefits while having a way to save and spend money for their supplemental needs. The primary function of the funds in a Pooled Trust is to be used for the benefit of the trust beneficiary in ways that do not interfere with their eligibility for means-tested government programs.

When we consider the context of the correct answer, which is investment purposes, it can be understood that Pooled Trust funds typically are not meant to be used for investing or generating income. The assets in a Pooled Trust are meant to be spent on the beneficiary's needs (like clothing, food, and household utilities) rather than increasing in value through investments. Using Pooled Trust funds for investment purposes could risk the integrity of the trust and the beneficiary's eligibility for government aid, which is counter to the trust's purpose.

On the other hand, expenses related to clothing, food, entertainment, travel, and household utilities are generally allowable, as they contribute directly to the individual's quality of life without affecting government benefit eligibility.