Nonprofit · EIN 81-2714048
SHAMROCK TRUST DATED 04 18 2016
Tax-exempt · TUCSON, AZ 85750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $67,046 | $58,425 | $8,621 | $2,272,349 | $0 | $2,272,349 |
| December 31, 2024 | 990-PF | $87,222 | $108,235 | -$21,013 | $2,263,728 | $0 | $2,263,728 |
| December 31, 2023 | 990-PF | $153,776 | $102,589 | $51,187 | $2,284,741 | $0 | $2,284,741 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,597
- Interest
- $17
- Net gain from sales of assets
- $46,432
Expenses
- Grants and similar amounts paid
- $51,911
- Disbursements for charitable purposes
- $51,911
- Excise tax on investment income
- $841
Balance sheet and other
- Total assets, start of year
- $2,263,728
- Total assets, end of year
- $2,272,349
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,272,349
- Fair market value of assets
- $2,710,949
- Qualifying distributions
- $51,911
- Net investment income
- $67,046
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA JOHNSTON 7301 E DESERT MOON LOOP, TUCSON, AZ 85750 | PRESIDENT | 0 | $0 |
| ROBERT JOHNSTON 2699 LINDBERG SPRING, FLAGSTAFF, AZ 86005 | SECTREAS | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA JOHNSTON 7301 E DESERT MOON LOOP, TUCSON, AZ 85750 | PRESIDENT | 0 | $0 |
| ROBERT JOHNSTON 2699 LINDBERG SPRING, FLAGSTAFF, AZ 86005 | SECTREAS | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA JOHNSTON 7301 E DESERT MOON LOOP, TUCSON, AZ 85750 | PRESIDENT | 0 | $0 |
| ROBERT JOHNSTON 2699 LINDBERG SPRING, FLAGSTAFF, AZ 86005 | SECTREAS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7301 E DESERT MOON LOOP, TUCSON, AZ 85750-0804
- In care of
- % PATRICIA JOHNSTON
- Signed the 990-PF
- PATRICIA JOHNSTON, PRESIDENT
- Phone
- (520) 444-8486
- Return prepared by
- Alexandra L Miller CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-2714048
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,272,349
- Income (IRS master file)
- $67,046
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $67,046 | $58,425 | $2,272,349 | XML |
| 990-PF | December 2024 | $87,222 | $108,235 | $2,263,728 | XML |
| 990-PF | December 2023 | $153,776 | $102,589 | $2,284,741 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-2714048).
Questions about SHAMROCK TRUST DATED 04 18 2016
- What is the EIN of SHAMROCK TRUST DATED 04 18 2016?
- The employer identification number (EIN) of SHAMROCK TRUST DATED 04 18 2016 is 81-2714048.
- Is SHAMROCK TRUST DATED 04 18 2016 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SHAMROCK TRUST DATED 04 18 2016 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHAMROCK TRUST DATED 04 18 2016 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHAMROCK TRUST DATED 04 18 2016 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAMROCK TRUST DATED 04 18 2016 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHAMROCK TRUST DATED 04 18 2016?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHAMROCK TRUST DATED 04 18 2016 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $67,046, expenses of $58,425 and total assets of $2,272,349 at year end.
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