Civic Intelligence

Shamrock Trust Dated 04 18 2016

990PF • Fiscal year 2019 • EIN 81-2714048

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 25, 2020

Organization Profile
7301 E Desert Moon LoopTucson, AZ 85750

(520) 721-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

189%

Higher net margin than 100% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

31st percentile

-2.5%

Faster asset growth than 31% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$658,155

Down $16,710 (-2.5%) from 2018

Net Assets

Down

$658,155

Down $16,710 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,829

Down $34,258 (-135%) from 2018

Expenses

Down

$7,881

Down $24,074 (-75%) from 2018

Net Income

Down

-$16,710

Down $10,184 (-156%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $674,865Liabilities 2018: $0Net Assets 2018: $674,8652018Assets 2019: $658,155Liabilities 2019: $0Net Assets 2019: $658,1552019Assets 2020: $2,105,977Liabilities 2020: $0Net Assets 2020: $2,105,9772020Assets 2021: $2,145,906Liabilities 2021: $0Net Assets 2021: $2,145,9062021Assets 2022: $2,173,686Liabilities 2022: $0Net Assets 2022: $2,173,6862022Assets 2023: $2,284,741Liabilities 2023: $0Net Assets 2023: $2,284,7412023Assets 2024: $2,263,728Liabilities 2024: $0Net Assets 2024: $2,263,7282024

Highlighted filing

2019

Assets$658,155
Liabilities$0
Net Assets$658,155
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2018: $25,429Expenses 2018: $31,955Net Income 2018: -$6,5262018Revenue 2019: -$8,829Expenses 2019: $7,881Net Income 2019: -$16,7102019Revenue 2020: $64,412Expenses 2020: $20,798Net Income 2020: $43,6142020Revenue 2021: $140,150Expenses 2021: $100,221Net Income 2021: $39,9292021Revenue 2022: $134,887Expenses 2022: $107,107Net Income 2022: $27,7802022Revenue 2023: $153,776Expenses 2023: $102,589Net Income 2023: $51,1872023Revenue 2024: $87,222Expenses 2024: $108,235Net Income 2024: -$21,0132024

Highlighted filing

2019

Revenue-$8,829
Expenses$7,881
Net Income-$16,710
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 25, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA JOHNSTONPresident-$0--
ROBERT JOHNSTONSecretary/Tr-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBANNER ALZHEIMER FOUNDATIONAS NEEDED501 (C)(3)PHOENIX, AZ, US$5,000
Paid GrantSOUTHEASTERN LEGAL FOUNDATIONAS NEEDED501(C)(3)ROSWELL, GA, US$500
Paid GrantTUCSON MUSEUM OF ARTAS NEEDED501(C)(3)TUCSON, AZ, US$250
Paid GrantST THOMAS THE APOSTLEAS NEEDED501(C)(3)TUCSON, AZ, US$200
Paid GrantCHILD HELPAS NEEDED501 (C)(3)FLAGSTAFF, AZ, US$130
Paid GrantMARINERS ELEMENTARY SCHOOLAS NEEDED501 (C)(3)NEWPORT BEACH, CA, US$103
Paid GrantDENVER SOUTH HIGH SCHOOLAS NEEDED501(C)(3)DENVER, CO, US$100
Filing and Contact Details

Filer

Filer Name
The Shamrock Trust
EIN
81-2714048
Phone
5207215000
Address
7301 E DESERT MOON LOOP, TUCSON, AZ 85750

Signing Officer

Name
Patricia Johnston
Title
President
Phone
5202992888
Signed
2020-10-25

Preparer

Firm
Alexandra L Miller CPA Pc
Address
7403 E TANQUE VERDE RD, TUCSON, AZ 85715-3477
Preparer
Alexandra L Miller CPA
Phone
5207215000
Raw XML Appendix337 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01595
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02011-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt035028
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12019-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt09000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-35028
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WASHINGTON MUTUAL INV FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013657
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013650
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16710
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-22486
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01598
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-8829
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03542
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16710
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0658155
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0674865
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0658155
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036857
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0312
IRS990PF/DistributableAmountGrp/TotalTaxAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01084
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01084
IRS990PF/FMVAssetsEOYAmt0783748
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0201452
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0246
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0118156
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0748368
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0132097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0399662
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011226
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0216609
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0737142
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0748368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07301 E DESERT MOON LOOP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17301 E DESERT MOON LOOP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TUCSON
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06283
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PATRICIA JOHNSTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085750
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05207215000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION ONLY MAKES CASH CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AS NEEDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1AS NEEDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2AS NEEDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3AS NEEDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4AS NEEDED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6AS NEEDED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILD HELP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOUTHEASTERN LEGAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TUCSON MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02901 N CENTRAL AVE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11700 E LOUISIANA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22100 MARINERS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31200 N BEAVER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45150 N VALLEY VIEW RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6140 N MAIN AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TUCSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd386001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06283
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06283
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030262
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037684
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06283
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037684
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt067946
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0246
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0224
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0224
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0215285
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0DUE FROM JOHNSTON TRUST
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05202992888
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHAMROCK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0812714048
ReturnHeader/Filer/PhoneNum05207215000
ReturnHeader/Filer/USAddress/AddressLine1Txt07301 E DESERT MOON LOOP
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05326ED931D15C920C82B365F5BDAC3150376B837
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05326ED931D15C920C82B365F5BDAC3150376B837
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.184.111.180
ReturnHeader/FilingSecurityInformation/IPDt02020-10-31
ReturnHeader/FilingSecurityInformation/IPTm014:54:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860957133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDRA L MILLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07403 E TANQUE VERDE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857153477
ReturnHeader/PreparerPersonGrp/PhoneNum05207215000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDRA L MILLER CPA
ReturnHeader/ReturnTs02020-10-31T16:59:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$658,155
Liabilities
$0
Net assets
$658,155
Revenue
-$8,829
Expenses
$7,881
Net income
-$16,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.15$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.13$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.06$0.02$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.01$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03$0.03$0.01