Civic Intelligence

Shook Charitable Trust

990T • Fiscal year 2021 • EIN 75-1843636

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 28, 2022

Organization ProfileN/A
PO Box 5291San Angelo, TX 76902

(325) 659-5957

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $5,797,796Liabilities 2014: $0Net Assets 2014: $5,797,7962014Assets 2015: $5,824,628Liabilities 2015: $0Net Assets 2015: $5,824,6282015Assets 2016: $5,923,468Liabilities 2016: $0Net Assets 2016: $5,923,4682016Assets 2017: $5,933,813Liabilities 2017: $0Net Assets 2017: $5,933,8132017Assets 2018: $5,948,895Liabilities 2018: $0Net Assets 2018: $5,948,8952018Assets 2019: $6,018,697Liabilities 2019: $0Net Assets 2019: $6,018,6972019Assets 2020: $6,449,200Liabilities 2020: $0Net Assets 2020: $6,449,2002020Assets 2021: $7,213,468Liabilities 2021: $0Net Assets 2021: $7,213,4682021Assets 2022: $7,426,836Liabilities 2022: $0Net Assets 2022: $7,426,8362022Assets 2023: $7,226,528Liabilities 2023: $0Net Assets 2023: $7,226,5282023Assets 2024: $7,507,106Liabilities 2024: $0Net Assets 2024: $7,507,1062024

Latest loaded filing

2024

Assets$7,507,106
Liabilities$0
Net Assets$7,507,106
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $406,953Expenses 2014: $250,521Net Income 2014: $156,4322014Revenue 2015: $254,716Expenses 2015: $227,884Net Income 2015: $26,8322015Revenue 2016: $343,591Expenses 2016: $218,595Net Income 2016: $124,9962016Revenue 2017: $241,554Expenses 2017: $231,496Net Income 2017: $10,0582017Revenue 2018: $250,061Expenses 2018: $236,626Net Income 2018: $13,4352018Revenue 2019: $320,804Expenses 2019: $249,720Net Income 2019: $71,0842019Revenue 2020: $680,051Expenses 2020: $247,089Net Income 2020: $432,9622020Revenue 2021: $1,041,758Expenses 2021: $274,278Net Income 2021: $767,4802021Revenue 2022: $884,502Expenses 2022: $661,408Net Income 2022: $223,0942022Revenue 2023: $157,277Expenses 2023: $350,230Net Income 2023: -$192,9532023Revenue 2024: $695,164Expenses 2024: $407,904Net Income 2024: $287,2602024

Latest loaded filing

2024

Revenue$695,164
Expenses$407,904
Net Income$287,260
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 28, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

To fund charitable purposes of donee

Filing and Contact Details

Filer

Filer Name
Shook Charitable Trust
EIN
75-1843636
Phone
3256595957
Address
PO BOX 5291, SAN ANGELO, TX 76902

Signing Officer

Name
First Financial
Title
Trustee
Phone
3256595957
Signed
2022-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Armstrong Backus & Co Llp
Address
P O BOX 71, SAN ANGELO, TX 76902
Preparer
Travis L Garmon CPA
Phone
3256536854
Raw XML Appendix80 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0FIRST FIN TRUST ASSET MGMT CO
IRS990T/BooksInCareOfDetail/PhoneNum03256595957
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5291
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN ANGELO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd076902
IRS990T/BookValueAssetsEOYAmt07213468
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0TO FUND CHARITABLE PURPOSES OF DONEE
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST FINANCIAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03256595957
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOOK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHOO
ReturnHeader/Filer/EIN0751843636
ReturnHeader/Filer/PhoneNum03256595957
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5291
ReturnHeader/Filer/USAddress/CityNm0SAN ANGELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751496876
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMSTRONG BACKUS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 71
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANGELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076902
ReturnHeader/PreparerPersonGrp/PhoneNum03256536854
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS L GARMON CPA
ReturnHeader/ReturnTs02022-08-17T13:42:22-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINANCIAL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.70$0.41$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.16$0.35$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$0.00$7.43$0.88$0.66$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$1.04$0.27$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.68$0.25$0.43
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.32$0.25$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.25$0.24$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.24$0.23$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.34$0.22$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.25$0.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.41$0.25$0.16