The Shamrock Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TUCSON, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 50 grants totaling $105K. Net investment income was $47K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
-0.9% YoY
Annual Giving
$105K
+8.8% YoY
Grant Count
50
+16.3% YoY
Avg Grant Size
$2K
-6.4% YoY
Under IRS private-foundation payout rules, The Shamrock Trust reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.
About The Shamrock Trust
Based on IRS filings
The Shamrock Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TUCSON, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 50 grants totaling $105K. Net investment income was $47K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,263,728 | $2,284,741 | $2,173,686 |
| Revenue | $87,222 | $153,776 | $134,887 |
| Expenses | $108,235 | $102,589 | $107,107 |
| Qualifying Distributions | $104,769 | $96,264 | $105,205 |
| Net Investment Income | $47,267 | $147,630 | $132,949 |
| Distributable Amount | $127,055 | $120,894 | $96,795 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
184 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Holy Trinity Nau ($50,000), Catholic Community Services ($10,000), Forest Highlands Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOLY NAMES ACADEMY SEATTLE, WA | AS NEEDED | $500 |
| NATIONAL LAW ENFORCEMENT Washington, DC | AS NEEDED | $100 |
| COPS DIRECT MCKINNEY, TX | AS NEEDED | $100 |
| GOOTER JENSEN FOUNDATION Tucson, AZ | AS NEEDED | $1,000 |
| HOLY TRINITY NAU FLAGSTAFF, AZ | AS NEEDED | $50,000 |
| FOREST HIGHLANDS FOUNDATION Flagstaff, AZ | AS NEEDED | $5,000 |
| ST PAUL CENTER Steubenville, OH | AS NEEDED | $100 |
| AM FOR PROSPERITY Titusville, FL | AS NEEDED | $1,000 |
| AZ SONORA DESERT MUSUEM Tucson, AZ | AS NEEDED | $159 |
| ALZHEIMERS DISEASE Clarksburg, MD | AS NEEDED | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA JOHNSTON | PRESIDENT | — | — |
| ROBERT JOHNSTON | SECTREAS | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Shamrock Trust?
The Shamrock Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TUCSON, AZ. It holds $2.3M in total assets as of 2024.
How large is The Shamrock Trust?
As of 2024, The Shamrock Trust holds $2.3M in total assets with $87K in annual revenue. It awarded 50 grants totaling $105K in 2024.
Where does The Shamrock Trust operate?
The Shamrock Trust has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Minnesota, Missouri, New York, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
What size grants does The Shamrock Trust award?
In 2024, The Shamrock Trust awarded 50 grants totaling $105K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Shamrock Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Shamrock Trust reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Shamrock Trust's EIN?
The Shamrock Trust's EIN (Employer Identification Number) is 81-2714048. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Shamrock Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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