Shamrock Trust
Shamrock Trust is a private foundation, based in Portland, OR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $984K in total assets. Net investment income was $41K.
Shamrock Trust at a glance
- Total assets
- $983,738
- +4.3% vs 2024
- Revenue (2025)
- $45,646
- +477.4% vs 2024
- Net investment income (2025)
- $41,329
- +69.2% vs 2024
- Expenses (2025)
- $4,810
- -94.6% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shamrock Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Shamrock Trust gives
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $5K (2020) to $75K (2024). In 2024 it made 1 grant totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund Lone Tree, CO | To support the arts and provide support for low-income students in higher education | $75,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $983,738 | $45,646 | $4,810 | — | — | — | $41,329 | $73,328 |
| 2024 | $942,902 | $7,905 | $88,432 | $75,000 | 1 | $75,000 | $24,421 | $66,905 |
| 2023 | $1,023,429 | $25,164 | $3,680 | — | — | — | $21,484 | $61,285 |
| 2022 | $1,001,945 | $43,546 | $9,949 | — | — | $267 | $39,619 | $64,441 |
| 2021 | $968,348 | $168,889 | $6,921 | — | — | — | $165,128 | $62,320 |
| 2020 | $806,380 | $23,682 | $11,231 | $5,000 | 1 | — | $20,514 | $52,266 |
| 2019 | $793,929 | $33,286 | $59,882 | $54,735 | 7 | — | $30,140 | $50,413 |
Under IRS private-foundation payout rules, Shamrock Trust reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shamrock Trust is led by Brigid Flanigan, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Brigid Flanigan
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Shamrock Trust
How large is Shamrock Trust?
Shamrock Trust reported $984K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $46K.
Where does Shamrock Trust operate?
Shamrock Trust has awarded grants in Colorado, New Hampshire, Oregon, Rhode Island, Vermont, Wyoming.
How much is Shamrock Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shamrock Trust reported a distributable amount of $73K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shamrock Trust's EIN?
Shamrock Trust's EIN (Employer Identification Number) is 45-6652879. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 13, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Shamrock Trust's focus areas in our free grants database
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