Wm & Hallie G Shaw Charitable Trust #2
Wm & Hallie G Shaw Charitable Trust #2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $367K in total assets. In 2024, it awarded 2 grants totaling $19K. Net investment income was $37K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$367K
+4.7% YoY
Annual Giving
$19K
+1.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9K
+1.6% YoY
Under IRS private-foundation payout rules, Wm & Hallie G Shaw Charitable Trust #2 reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
About Wm & Hallie G Shaw Charitable Trust #2
Based on IRS filings
Wm & Hallie G Shaw Charitable Trust #2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $367K in total assets. In 2024, it awarded 2 grants totaling $19K. Net investment income was $37K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $366,854 | $350,499 | $354,085 |
| Revenue | $43,369 | $22,201 | $10,708 |
| Expenses | $27,034 | $25,732 | $27,237 |
| Qualifying Distributions | $20,470 | $20,048 | $21,479 |
| Net Investment Income | $37,169 | $16,233 | $4,622 |
| Distributable Amount | $20,701 | $18,937 | $19,926 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 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 ($9,400), St Jude Children's Research ($9,400).
| Recipient | Purpose | Amount |
|---|---|---|
| EASTER SEALS REHABILITATION CENTER INC EVANSVILLE, IN | ANNUAL FUND | $9,400 |
| ST JUDE CHILDREN'S RESEARCH MEMPHIS, TN | ANNUAL FUND | $9,400 |
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 | TRUSTEE | 1 | $6,229 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wm & Hallie G Shaw Charitable Trust #2?
Wm & Hallie G Shaw Charitable Trust #2 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $367K in total assets as of 2024.
How large is Wm & Hallie G Shaw Charitable Trust #2?
As of 2024, Wm & Hallie G Shaw Charitable Trust #2 holds $367K in total assets with $43K in annual revenue. It awarded 2 grants totaling $19K in 2024.
Where does Wm & Hallie G Shaw Charitable Trust #2 operate?
Wm & Hallie G Shaw Charitable Trust #2 has awarded grants in Indiana, Tennessee.
What size grants does Wm & Hallie G Shaw Charitable Trust #2 award?
In 2024, Wm & Hallie G Shaw Charitable Trust #2 awarded 2 grants totaling $19K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Wm & Hallie G Shaw Charitable Trust #2 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 #2 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 #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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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