Wm & Hallie G Shaw Charitable Trust #1
Wm & Hallie G Shaw Charitable Trust #1 is a private foundation focused on Human services, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $398K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $52K.
Wm & Hallie G Shaw Charitable Trust #1 at a glance
In short: Wm & Hallie G Shaw Charitable Trust #1 gave $21K across 1 grant in 2025 (avg $21K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,000
- +10.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $21,000
- +10.5% vs 2024
- Median grant
- $21,000
- Total assets
- $398,411
- +7.4% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wm & Hallie G Shaw Charitable Trust #1 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Easter Seals Rehabilitation Center Inc ($21K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Wm & Hallie G Shaw Charitable Trust #1 gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $17K (2019) to $21K (2025). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Easter Seals Rehabilitation Center Inc Evansville, IN | Annual Fund | $21,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $398,411 | $57,661 | $30,058 | $21,000 | 1 | $23,492 | $51,880 | $21,798 |
| 2024 | $370,827 | $43,583 | $27,301 | $19,000 | 1 | $20,679 | $37,326 | $20,918 |
| 2023 | $354,511 | $22,390 | $25,287 | $18,000 | 1 | $19,556 | $16,365 | $19,116 |
| 2022 | $357,467 | $10,596 | $28,297 | $21,000 | 1 | $22,487 | $4,436 | $20,123 |
| 2021 | $375,216 | $37,711 | $29,071 | $21,000 | 1 | $21,588 | $30,202 | $22,132 |
| 2020 | $366,508 | $14,969 | $28,437 | $19,000 | 1 | — | $8,486 | $19,260 |
| 2019 | $380,135 | $71,783 | $24,350 | $17,350 | 1 | — | $65,344 | $18,027 |
Under IRS private-foundation payout rules, Wm & Hallie G Shaw Charitable Trust #1 reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wm & Hallie G Shaw Charitable Trust #1's only listed officer is Fifth Third Bank N A, Trusteee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trusteee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trusteee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Fifth Third Bank N a (Trusteee).
Frequently asked questions about Wm & Hallie G Shaw Charitable Trust #1
How much does Wm & Hallie G Shaw Charitable Trust #1 give each year?
Wm & Hallie G Shaw Charitable Trust #1 gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.
How large is Wm & Hallie G Shaw Charitable Trust #1?
Wm & Hallie G Shaw Charitable Trust #1 reported $398K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is Wm & Hallie G Shaw Charitable Trust #1?
Wm & Hallie G Shaw Charitable Trust #1 is a private foundation focused on Human services, based in Cincinnati, OH. It holds $398K in total assets as of 2025.
Where does Wm & Hallie G Shaw Charitable Trust #1 operate?
Wm & Hallie G Shaw Charitable Trust #1 has awarded grants in Indiana.
What is Wm & Hallie G Shaw Charitable Trust #1's EIN?
Wm & Hallie G Shaw Charitable Trust #1's EIN (Employer Identification Number) is 35-6621681. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
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