Wm & Hallie G Shaw Charitable Trust #2
Wm & Hallie G Shaw Charitable Trust #2 is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $394K in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $52K.
Wm & Hallie G Shaw Charitable Trust #2 at a glance
In short: Wm & Hallie G Shaw Charitable Trust #2 gave $21K across 2 grants in 2025 (avg $11K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,000
- +11.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $10,500
- +11.7% vs 2024
- Median grant
- $10,500
- Total assets
- $394,111
- +7.4% vs 2024
- Primary geography
- Indiana (50% 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 #2 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Easter Seals Rehabilitation Center Inc ($11K). Together the top 2 received $21K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Wm & Hallie G Shaw Charitable Trust #2 gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 109% 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 2 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Easter Seals Rehabilitation Center Inc Evansville, IN | Annual Fund | $10,500 |
| St Jude Children's Research Memphis, TN | Annual Fund | $10,500 |
Ready to take the next step with Wm & Hallie G Shaw Charitable Trust #2?
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 | $394,111 | $57,259 | $29,987 | $21,000 | 2 | $23,481 | $51,537 | $21,568 |
| 2024 | $366,854 | $43,369 | $27,034 | $18,800 | 2 | $20,470 | $37,169 | $20,701 |
| 2023 | $350,499 | $22,201 | $25,732 | $18,500 | 2 | $20,048 | $16,233 | $18,937 |
| 2022 | $354,085 | $10,708 | $27,237 | $20,000 | 2 | $21,479 | $4,622 | $19,926 |
| 2021 | $370,666 | $37,042 | $27,968 | $20,000 | 2 | $20,588 | $29,636 | $21,798 |
| 2020 | $361,530 | $14,930 | $28,402 | $19,000 | 2 | — | $8,523 | $19,010 |
| 2019 | $375,156 | $69,716 | $24,146 | $17,222 | 2 | — | $63,349 | $17,824 |
Under IRS private-foundation payout rules, Wm & Hallie G Shaw Charitable Trust #2 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 #2's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $7K (2025)
Former officers (1)
- Former: Fifth Third Bank (2019) — Trustee
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 (Trustee).
Frequently asked questions about Wm & Hallie G Shaw Charitable Trust #2
How much does Wm & Hallie G Shaw Charitable Trust #2 give each year?
Wm & Hallie G Shaw Charitable Trust #2 gave $21K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 2 grants.
How large is Wm & Hallie G Shaw Charitable Trust #2?
Wm & Hallie G Shaw Charitable Trust #2 reported $394K 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).
Where does Wm & Hallie G Shaw Charitable Trust #2 operate?
Wm & Hallie G Shaw Charitable Trust #2 has awarded grants in Indiana, Tennessee.
What is Wm & Hallie G Shaw Charitable Trust #2's EIN?
Wm & Hallie G Shaw Charitable Trust #2's EIN (Employer Identification Number) is 35-6623386. 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
Explore Open Grants
Browse active grant opportunities in Wm & Hallie G Shaw Charitable Trust #2's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Lester E Yeager Charitable Trust B
Owensboro, KY
The trust supports community organizations providing youth programs, emergency aid, food, shelter, health care, education, and arts and civic activities in Western Kentucky and Southern Indiana. Its 2025 grants averaged about $7,200, typically ranging from $2,000 to $21,000. It accepts applications from 501(c)(3) organizations; applications are due October 15.
Assets
$4.8M
Grants
38
Total Given
$275K
Wm & Hallie G Shaw Charitable Trust #1
Cincinnati, OH
Assets
$398K
Grants
1
Total Given
$21K
Deaconess Hospital Inc
Evansville, IN
Deaconess Hospital funds community health and well-being, medical education, and related local needs, including health care, food assistance, housing, and transportation. In 2025, its 24 grants ranged from $7,350 to $450,000, with a median of $18,750; it serves southwestern Indiana, western Kentucky, and southeastern Illinois. It accepts unsolicited requests from eligible nonprofits and public entities through its published grant opportunities.
Assets
$3.1B
Grants
24
Total Given
$1.5M
Edward Love Foundation
Evansville, IN
The Edward Love Foundation funds charitable organizations, with recent Indiana grants supporting children, education, disability services, food assistance, shelter, and people affected by cancer. Its 2025 grants ranged from $500 to $8,000, with a median of $1,500; all went to recipients in Indiana. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$603K
Grants
13
Total Given
$30K
Louis Berman Foundation XXX-XX-XXXX
Evansville, IN
Assets
—
Grants
4
Total Given
$343K
Weitzel Family Foundation Inc
Evansville, IN
Assets
$81K
Grants
17
Total Given
$8K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Wm & Hallie G Shaw Charitable Trust #2's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Wm & Hallie G Shaw Charitable Trust #2 down — hundreds of funders to go?