Private foundation (trust)EIN 812714048Est. 2016-08

THE SHAMROCK TRUST

TUCSON, AZ 85750

Total Assets

$2.6M

FY 2024

Annual Giving

$105K

FY 2024

Grants Made

50

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$60–$50K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The organization only makes cash contributions to other 501c3 organizations

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$87K

Total Expenses

$108K

Qualifying Distributions

$105K

Distributable Amount

$127K

Min. Investment Return

$128K

Undistributed Income

$25K

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

50 grants

Grant sizes from minimum $60 through median $500 to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $105K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

154 grants

HOLY TRINITY NAU
$50K
1 grant
TRINITY NEWMAN CENTER
$50K
1 grant
NAUTRINITY NEWMAN CENTER
$50K
1 grant
CATHOLIC COMMUNITY SERVICES
$21K
2 grants
FOREST HIGHLANDS FOUNDATION
$15K
3 grants
AMERICANS FOR PROSPERITY
$12K
3 grants
PIO DECIMO
$10K
1 grant
UOFA ATHLETIC FOUNDATION
$9K
2 grants

Grant Size Distribution

154 grants

<$10K
150
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

21 states

Arizona
$285K
84% of total
Virginia
$18K
5% of total
Pennsylvania
$8K
2% of total
District of Columbia
$7K
2% of total
Colorado
$5K
2% of total
California
$3K
1% of total
Washington
$2K
1% of total
Tennessee
$2K
1% of total
New York
$2K
1% of total
Maryland
$2K
1% of total

+11 more states

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THE SHAMROCK TRUST — Grants, Financials & Contact | Grantivo