Wm & Hallie G Shaw Charitable Trust #1

CINCINNATI, OH EIN: 35-6621681

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 2024. As of 2024, the organization holds $371K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$371K

+4.6% YoY

Annual Giving

$19K

+5.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$19K

+5.6% YoY

Under IRS private-foundation payout rules, Wm & Hallie G Shaw Charitable Trust #1 reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Wm & Hallie G Shaw Charitable Trust #1

Based on IRS filings

Focus Areas

Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $98K (100%)

States

Indiana

Cities

Evansville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$370,827	$354,511	$357,467
Revenue	$43,583	$22,390	$10,596
Expenses	$27,301	$25,287	$28,297
Qualifying Distributions	$20,679	$19,556	$22,487
Net Investment Income	$37,326	$16,365	$4,436
Distributable Amount	$20,918	$19,116	$20,123

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Easter Seals Rehabilitation Center Inc ($19,000).

Recipient	Purpose	Amount
EASTER SEALS REHABILITATION CENTER INC EVANSVILLE, IN	ANNUAL FUND	$19,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEEE	1	$6,293

Subject Areas

Focus areas based on grantmaking activity

Human services

Frequently Asked Questions

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 $371K in total assets as of 2024.

How large is Wm & Hallie G Shaw Charitable Trust #1?

As of 2024, Wm & Hallie G Shaw Charitable Trust #1 holds $371K in total assets with $44K in annual revenue. It awarded 1 grants totaling $19K in 2024.

Where does Wm & Hallie G Shaw Charitable Trust #1 operate?

Wm & Hallie G Shaw Charitable Trust #1 has awarded grants in Indiana.

What size grants does Wm & Hallie G Shaw Charitable Trust #1 award?

In 2024, Wm & Hallie G Shaw Charitable Trust #1 awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Wm & Hallie G Shaw Charitable Trust #1 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wm & Hallie G Shaw Charitable Trust #1 reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.