Wm C & Mariee S Shank Charitable Trust
Wm C & Mariee S Shank Charitable Trust is a private foundation based in Dallas, Texas. It reported 10 grants totaling $110,916 in filing year 2025, all listed as unrestricted general-purpose grants.
Key facts about Wm C & Mariee S Shank Charitable Trust
In short: Wm C & Mariee S Shank Charitable Trust gave $111K across 10 grants in 2025 (avg $11K), mostly in Missouri. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 44-6009100
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $110,916
- Grants made (2025)
- 10
- Average grant
- $11,092
- Median grant
- $5,547
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Total assets
- $2,164,242
- Primary geography
- Missouri (75% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+3.8% YoY
Annual Giving
$111K
+6.0% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$11K
+6.0% YoY
Under IRS private-foundation payout rules, Wm C & Mariee S Shank Charitable Trust reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.
Is Wm C & Mariee S Shank Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In filing year 2025, the foundation gave $110,916 across 10 grants. The median grant was $5,547; grants ranged from $5,547 to $27,725. Its largest grants were $27,725 each to St Luke’s Hospital and Grace & Holy Trinity Cathedral, both in Kansas City, Missouri. It also gave $11,092 each to Yale University and Cornell University.
How to Apply
The foundation does not accept unsolicited requests.
Ready to take the next step with Wm C & Mariee S Shank Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2025, 75% of grant dollars went to recipients in Missouri, 10% to Connecticut, 10% to New York, and 5% to Kansas.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $66K (2019) to $129K (2022). In 2025 it made 10 grants totaling $111K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St Lukes Hospital ($28K). Together the top 10 received $111K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Lukes Hospital Kansas City, MO | Unrestricted General | $27,725 |
| Grace & Holy Trinity Cathedral Kansas City, MO | Unrestricted General | $27,725 |
| Yale University New Haven, CT | Unrestricted General | $11,092 |
| Cornell University Ithaca, NY | Unrestricted General | $11,092 |
| The Salvation Army Kansas City, MO | Unrestricted General | $5,547 |
| Episcopal Diocese of West MO Kansas City, MO | Unrestricted General | $5,547 |
| Christ Church Episcopal Boonville, MO | Unrestricted General | $5,547 |
| Diocese of Missouri St. Louis, MO | Unrestricted General | $5,547 |
| Prevention & Recovery Kansas City, MO | Unrestricted General | $5,547 |
| St Peters Episcopal Church Pittsburg, KS | Unrestricted General | $5,547 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,164,242 | $231,529 | $152,330 | $110,916 | 10 |
| 2024 | $2,084,427 | $213,536 | $140,979 | $104,674 | 10 |
| 2023 | $2,014,070 | $63,989 | $109,499 | $77,766 | 10 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,164,242 | $2,084,427 | $2,014,070 |
| Revenue | $231,529 | $213,536 | $63,989 |
| Expenses | $152,330 | $140,979 | $109,499 |
| Qualifying Distributions | $124,529 | $117,590 | $89,356 |
| Net Investment Income | $207,542 | $188,747 | $37,371 |
| Distributable Amount | $125,049 | $118,195 | $107,946 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Wm C & Mariee S Shank Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$31K (2021) → $32K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — 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 $32K, to Bank of America (Trustee).
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about Wm C & Mariee S Shank Charitable Trust
How much does Wm C & Mariee S Shank Charitable Trust give each year?
Wm C & Mariee S Shank Charitable Trust gave $111K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $105K across 10 grants.
What is Wm C & Mariee S Shank Charitable Trust's typical grant size?
Wm C & Mariee S Shank Charitable Trust's median grant in 2025 was $5,547, and its average grant was $11,092, across 10 grants on its 2025 IRS Form 990-PF.
Where does Wm C & Mariee S Shank Charitable Trust give grants?
Wm C & Mariee S Shank Charitable Trust gives mostly in Missouri: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (10%) and New York (10%). The most frequent recipient cities were Kansas City, MO (5 grants).
Does Wm C & Mariee S Shank Charitable Trust give general operating support?
Yes: 100% of Wm C & Mariee S Shank Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Wm C & Mariee S Shank Charitable Trust's largest grantees?
Wm C & Mariee S Shank Charitable Trust's largest 2025 grantees include St Lukes Hospital ($27,725), Grace & Holy Trinity Cathedral ($27,725) and Yale University ($11,092), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Wm C & Mariee S Shank Charitable Trust?
Wm C & Mariee S Shank Charitable Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $125K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Wm C & Mariee S Shank Charitable Trust?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wm C & Mariee S Shank Charitable Trust's EIN?
Wm C & Mariee S Shank Charitable Trust's EIN (Employer Identification Number) is 44-6009100. IRS Form 990 filing data is available on this page for 2019–2025.
Does Wm C & Mariee S Shank Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Wm C & Mariee S Shank Charitable Trust by hand.
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