How much did THE SHAMROCK TRUST grant in FY2024?

A cause breakdown isn’t shown here: 84% of THE SHAMROCK TRUST’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

—

2019

—

2020

uofamuseum

2021

sancatholicmuseumtucson

2022

studiessanresearchcatholicmuseum

2023

studiesmuseum

2024

law enforcementpaulsanresearchcatholicholymuseum

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 47 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

Under $10k45 grants · $44k
$10k–50k1 grant · $10k
$50k–250k1 grant · $50k

$500

Median grant

States reached

$2.6M

Total assets

Largest grants

HOLY TRINITY NAU$50,000
CATHOLIC COMMUNITY SERVICES$10,000
GOLDWATERS INSTITUTE$5,000
ANNUAL CATHOLIC APPEAL$5,000
FOREST HIGHLANDS FOUNDATION$5,000
TUNNEL TO TOWERS$5,000
LITERACY CONNECTS$2,000
ST THOMAS THE APOSTLE$1,500
SAN FRANCISCO DE ASIS$1,500
TUCSON MUSEUM OF ART$1,500
DENVER ART MUSEUM$1,100
KNIGHTS OF COLUMBUS$1,000
PATRONATO OF SAN XAVIER$1,000
GOOTER JENSEN FOUNDATION$1,000
SANTA CATALINA CATHOLIC CHURCH$1,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY21–24, $4k) land where the poverty rate runs at 16% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

63%of every dollar goes to organizations you’ve funded before.

$272k · 37 repeat orgs$162k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +53% since the first grant, against +38% for the ones you funded once.

37 repeat relationships — 17 still active in FY2024, 20 since wound down; 28 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$272k

$92k

Median revenue growth · since first grant

+53%

+38%

Still filing today

43%

21%

New vs renewed · share of each year

In FY2024, 33% of grant dollars renewed an existing relationship; $70k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

Arts & CulturePhilanthropyPublic BenefitHuman ServicesEducationEnvironmentOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

AF
AMERICANS FOR PROSPERITY
3× · 2018–2023 · $12k · revenue +289%
SV
ST VINCENT DE PAUL
4× · 2021–2024 · $4k · revenue +109%
JUDICIAL WATCH
4× · 2021–2024 · $4k · revenue +141%

Funded once

TN
TRINITY NEWMAN CENTER
one grant, 2023 · $50k
PD
PIO DECIMO
one grant, 2022 · $10k
MC
MAYO CLINIC FOUNDATION
one grant, 2023 · $5k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

National Gallery of Art

The National Gallery of Art serves the nation by welcoming all people to explore and experience art, creativity, and our shared humanity.

Arts & Culture

Arizona Latin-American

Unclassified

Taos Art Museum

—

The Art Institute of Chicago

The Art Institute of Chicago, a not-for-profit corporation, is both a museum and an institution of higher education that exists to provide appreciation and education in visual fine arts and design.

Education

Southwest Research Institute

Benefiting government, industry & the public through innovative science & technology.

Science & Tech

San Diego Museum of Art

To inspire, educate and cultivate curiosity through great works of art.

Arts & Culture

Tucson Medical Center

Tucson medical center's mission is to deliver caring, personalized, quality healthcare to patients and their families in an environment that is supportive, education-focused and compassionate.

Health

Arizona Center for Nature Conservation

The arizona center for nature conservation (acnc) advances the stewardship and conservation of animals and their habitats while providing experiences that inspire people and motivate them to care for the natural world.

Animals

The University of Texas Law School

Provide support to the University of Texas School of Law.

Education

Southern Arizona Arts & Cultural Alliance

A non-profit organization dedicated to the preservation, expansion and creation of Arts and Culture in Southern Arizona.

Philanthropy

San Francisco Museum of Modern Art

Inspire diverse audiences through exhibitions, education, publications & collections.

Arts & Culture

Denver Press Club

Denver Press Club has provided a business setting that has fostered an environment which promotes healthy business relationships. In addition, the organization provides scholarships promoting journalism and events that benefits the Arts,…

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Tax Foundation and the most unlike its peers is Judicial Watch Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 39 years old; the field is 12. You back the established end — and your money leans older still.

The field is 28% startups (under 5 years old) — 6% of your grantees by number, and just 28% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund

0.0%0/33

the rest of the field

13%

3,773/28,452

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

30 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

30/30

Grantees still filing

23/30

Grew since you first funded

Where your money sits — by cause, then by grantee

Other$371,033Philanthropy$20,500Arts & Culture$15,014Community Improvement$12,000Public Benefit$8,900Human Services$4,200Education$3,100

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Shamrock FoundationAZ16× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Shamrock Foundation · Community Foundation For · Shell USA Company Foundation · Ibm International Foundation · National Philanthropic Trust · Texas Instruments Foundation · Baird Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Jpmorgan Chase Foundation · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation THE SHAMROCK TRUST funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: THE LIV PROJECT.

Agentic due diligence · confidence × risk

Financial management

insufficient risk

Limited financial data in public filings.

Track record & reputation

medium risk

4 years of Form 990 filings, still active; revenue up +86% since.

Legal standing

low risk

US 501(c)(3); EIN 861722570 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on THE LIV PROJECT, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

Awaiting reportFinancial stability— Runway not derivable from filings.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 1% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to The Shamrock Trust?

Find your warmest path to The Shamrock Trust through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

THE SHAMROCK TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

30 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Shamrock Trust?

More from the funding graph

THE SHAMROCK TRUST

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

30 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to The Shamrock Trust?

More from the funding graph