Shamrock Foundation Inc
Shamrock Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 4 grants totaling $365K. Net investment income was $92K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.7M
-3.6% YoY
Annual Giving
$365K
+141.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$91K
+141.7% YoY
Under IRS private-foundation payout rules, Shamrock Foundation Inc reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.
About Shamrock Foundation Inc
Based on IRS filings
Shamrock Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 4 grants totaling $365K. Net investment income was $92K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,737,263 | $1,801,399 | $1,515,903 |
| Revenue | $293,646 | $440,185 | $140,349 |
| Expenses | $368,208 | $154,689 | $103,852 |
| Qualifying Distributions | $365,000 | $151,000 | $95,000 |
| Net Investment Income | $91,942 | $70,721 | $50,782 |
| Distributable Amount | $98,785 | $100,896 | $66,549 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Champions for Literacy ($225,000), University of Notre Dame ($50,000), Grady Health Foundation Inc ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STUDENT ATHLETE EMPOWERMENT MARIETTA, GA | CONTRIBUTION | $40,000 |
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | CONTRIBUTION | $50,000 |
| CHAMPIONS FOR LITERACY MEMPHIS, TN | CONTRIBUTION | $225,000 |
| GRADY HEALTH FOUNDATION INC ATLANTA, GA | CONTRIBUTION | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUSTIN F BERMAN | PRESIDENT | 0.5 | — |
| MARA B BERMAN | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shamrock Foundation Inc?
Shamrock Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. It holds $1.7M in total assets as of 2025.
How large is Shamrock Foundation Inc?
As of 2025, Shamrock Foundation Inc holds $1.7M in total assets with $294K in annual revenue. It awarded 4 grants totaling $365K in 2025.
Where does Shamrock Foundation Inc operate?
Shamrock Foundation Inc has awarded grants in District of Columbia, Georgia, Illinois, Indiana, Tennessee.
What size grants does Shamrock Foundation Inc award?
In 2025, Shamrock Foundation Inc awarded 4 grants totaling $365K — an average of about $91K per grant, based on its IRS Form 990 filings.
How much is Shamrock Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shamrock Foundation Inc reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shamrock Foundation Inc's EIN?
Shamrock Foundation Inc's EIN (Employer Identification Number) is 87-3994852. IRS Form 990 filing data is available on this page for 2022–2025.
Explore Open Grants
Browse active grant opportunities in Shamrock Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.