Shamrock Foundation Inc

ATLANTA, GA EIN: 87-3994852

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlpharettaAtlantaChicagoMariettaMemphisNotre DameWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$408K$816K$1M$2M2022202320242025
Metric202520242023
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

$0$91K$183K$274K$365K1 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

CHAMPIONS FOR LITERACY$225KUNIVERSITY OF NOTRE DAME$50KGRADY HEALTH FOUNDATION …$50KSTUDENT ATHLETE EMPOWERM…$40K

Grant Size Distribution

13 grants across all recorded years

6<$50K6$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
STUDENT ATHLETE EMPOWERMENT MARIETTA, GACONTRIBUTION$40,000
UNIVERSITY OF NOTRE DAME NOTRE DAME, INCONTRIBUTION$50,000
CHAMPIONS FOR LITERACY MEMPHIS, TNCONTRIBUTION$225,000
GRADY HEALTH FOUNDATION INC ATLANTA, GACONTRIBUTION$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JUSTIN F BERMANPRESIDENT0.5
MARA B BERMANDIRECTOR0.5

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.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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