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Oregon · Private foundation

Shamrock Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$55k
Granted FY2019
7
Grants FY2019
7
Organizations funded FY2019
Read the full brief

Read this first · the figures below need context

100% of Shamrock Trust’s FY2024 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Shamrock Trust named its own grantees at scale: 7 organizations, $55k. It is dated, not current.

Organizations named directly on the return

7
’19
1
’20
0
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2019
$2,535
Largest grant, FY2019
$40,000
States reached, FY2019
5
Total assets, FY2019
$984k
Applications
Preselected organizations only
Per its most recent filing; check its own site
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$75kEducation$47kArts & Culture$8kReligion$5kEnvironment$200

Top grantees

Largest recipients by total granted, FY2019 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Dublin School Inc$40,00010%
Portland Center Stage$5,75010%
Our Lady of Peace Inc$5,0001n/a
Newportfall River Star Kids Scholarship Program$4,00011%
Portland Community College Foundation Inc$2,53510%
Oregon Repertory Singers$2,0001n/a
The Greenwood School Inc$25010%
Jackson Hole Land Trust$20010%

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Morgan Stanley Global Impact Funding Trust IncIN9.6× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Shamrock Trust with peer funders

About Shamrock Trust

How much does Shamrock Trust give?
Shamrock Trust reported 7 grants totaling $54,735 in its FY2019 IRS filing.
What does Shamrock Trust fund?
By grant dollars over FY2019 to FY2020, its largest causes are Philanthropy (56%), Education (35%), Arts & Culture (6%).
Who are Shamrock Trust's largest grantees?
By total granted over FY2019 to FY2020: Dublin School Inc ($40k), Portland Center Stage ($6k), Our Lady of Peace Inc ($5k).
Does Shamrock Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Shamrock Trust?
Its strongest co-funders, measured against what their size predicts, include Morgan Stanley Global Impact Funding Trust Inc, The Bank of America Charitable Foundation Inc, Vanguard Charitable Endowment Program.
Where is Shamrock Trust based?
Shamrock Trust is based in OR.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 9 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2019, the most recent year this funder made grants.

Source object · view filing

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