Wm C & Mariee S Shank Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 44-6009100

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

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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

4states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

Kansas CityBoonvilleIthacaNew HavenPittsburgSt. Louis

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants2019 10 grants2020 10 grants2021 10 grants2022 10 grants2023 10 grants2024 10 grants2025

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

St Lukes Hospital: $28KSt Lukes Hospital$28KGrace & Holy Trinity Cathedral: $28KGrace & Holy Trinity Cathedral$28KYale University: $11KYale University$11KCornell University: $11KCornell University$11KThe Salvation Army: $6KThe Salvation Army$6KEpiscopal Diocese of West MO: $6KEpiscopal Diocese of West MO$6KChrist Church Episcopal: $6KChrist Church Episcopal$6KDiocese of Missouri: $6KDiocese of Missouri$6KPrevention & Recovery: $6KPrevention & Recovery$6KSt Peters Episcopal Church: $6KSt Peters Episcopal Church$6K

The largest 2025 recipient was St Lukes Hospital ($28K). Together the top 10 received $111K.

Grant Size Distribution

50 grants across all recorded years

50<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 50 grants of 50 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Lukes Hospital Kansas City, MOUnrestricted General$27,725
Grace & Holy Trinity Cathedral Kansas City, MOUnrestricted General$27,725
Yale University New Haven, CTUnrestricted General$11,092
Cornell University Ithaca, NYUnrestricted General$11,092
The Salvation Army Kansas City, MOUnrestricted General$5,547
Episcopal Diocese of West MO Kansas City, MOUnrestricted General$5,547
Christ Church Episcopal Boonville, MOUnrestricted General$5,547
Diocese of Missouri St. Louis, MOUnrestricted General$5,547
Prevention & Recovery Kansas City, MOUnrestricted General$5,547
St Peters Episcopal Church Pittsburg, KSUnrestricted 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  8. 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

Bank of America — Trustee: $32KBank of AmericaTrustee$32K

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.

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