Civic Intelligence

Shamrock Foundation

990PF • Fiscal year 2019 • EIN 06-1720127

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 23, 2020

Organization Profile
1860 Winchester Rd Suite 103Libertyville, IL 60048

(917) 428-7646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,746,056

Up $213,098 (+6.0%) from 2018

Net Assets

Up

$3,746,056

Up $213,098 (+6.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Down

$241,906

Down $85,927 (-26%) from 2018

Expenses

Up

$28,808

Up $414 (+1.5%) from 2018

Net Income

Down

$213,098

Down $86,341 (-29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,681,785Liabilities 2010: $0Net Assets 2010: $3,681,7852010Assets 2011: $3,738,862Liabilities 2011: $0Net Assets 2011: $3,738,8622011Assets 2012: $3,909,664Liabilities 2012: $4,005Net Assets 2012: $3,905,6592012Assets 2013: $4,088,546Liabilities 2013: $4,005Net Assets 2013: $4,084,5412013Assets 2014: $2,366,824Liabilities 2014: $4,005Net Assets 2014: $2,362,8192014Assets 2015: $2,670,358Liabilities 2015: $13,038Net Assets 2015: $2,657,3202015Assets 2016: $2,918,065Liabilities 2016: $0Net Assets 2016: $2,918,0652016Assets 2017: $3,233,519Liabilities 2017: $0Net Assets 2017: $3,233,5192017Assets 2018: $3,532,958Liabilities 2018: $0Net Assets 2018: $3,532,9582018Assets 2019: $3,746,056Liabilities 2019: $0Net Assets 2019: $3,746,0562019Assets 2020: $3,677,240Liabilities 2020: $0Net Assets 2020: $3,677,2402020Assets 2021: $3,957,841Liabilities 2021: $0Net Assets 2021: $3,957,8412021Assets 2022: $4,925,838Liabilities 2022: $0Net Assets 2022: $4,925,8382022Assets 2023: $5,589,716Liabilities 2023: $10,000Net Assets 2023: $5,579,7162023Assets 2024: $6,507,315Liabilities 2024: $0Net Assets 2024: $6,507,3152024

Highlighted filing

2019

Assets$3,746,056
Liabilities$0
Net Assets$3,746,056
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $192,4952010Expenses 2011: $172,0832011Expenses 2012: $199,2722012Revenue 2013: $417,345Expenses 2013: $238,463Net Income 2013: $178,8822013Revenue 2014: $881,274Expenses 2014: $2,602,996Net Income 2014: -$1,721,7222014Revenue 2015: $323,437Expenses 2015: $28,936Net Income 2015: $294,5012015Revenue 2016: $287,856Expenses 2016: $27,111Net Income 2016: $260,7452016Revenue 2017: $338,746Expenses 2017: $23,292Net Income 2017: $315,4542017Revenue 2018: $327,833Expenses 2018: $28,394Net Income 2018: $299,4392018Revenue 2019: $241,906Expenses 2019: $28,808Net Income 2019: $213,0982019Revenue 2020: $194,420Expenses 2020: $263,236Net Income 2020: -$68,8162020Revenue 2021: $683,567Expenses 2021: $323,448Net Income 2021: $360,1192021Revenue 2022: $2,151,793Expenses 2022: $180,995Net Income 2022: $1,970,7982022Revenue 2023: $2,194,386Expenses 2023: $528,729Net Income 2023: $1,665,6572023Revenue 2024: $2,287,002Expenses 2024: $347,238Net Income 2024: $1,939,7642024

Highlighted filing

2019

Revenue$241,906
Expenses$28,808
Net Income$213,098
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY M MATTINGLYPresident-$0--
CATHARINE O EDWARDSONDirector-$0--
JOHN J MATTINGLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shamrock Foundation
EIN
06-1720127
Phone
9174287646
Address
1860 WINCHESTER RD SUITE 103, LIBERTYVILLE, IL 60048

Signing Officer

Name
Shelley M Mattingly
Title
President
Phone
8472516184
Signed
2020-04-23

Preparer

Firm
HTH LLC CPA'S
Address
1860 WINCHESTER RD SUITE 103, LIBERTYVILLE, IL 60048-5312
Preparer
Jill L Kuksa
Phone
8472470200
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt03615
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0677481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1924334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2476015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3322015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4101060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt515020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6160040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7204055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8198346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt988000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10143496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11167015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12125015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1343291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA INTL SUSTAINABILITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA US SOCIAL CORE EQTY FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD INTERM TAX EX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA FIVE YEAR GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD SHRT TERM INFL-PROT SEC IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DFA REAL ESTATE SECS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DFA COMMODITY STRATEGY PORT INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA EMRG MKTS SOCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8DFA TAX ADV U.S. CORE EQTY 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SCHWAB SHORT TERM BOND INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD REIT INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD INTERM-TERM BOND INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA TARGETED CREDIT INSTITUTIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13DFA TWO YEAR GLOBAL BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES 0-5 YEAR TIPS BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0917312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11710195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2485643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3317561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4102682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt519896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6165308
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7288150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8239046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt988588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10180845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11179297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12129639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1343406
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt096481
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt045277
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0101
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0141906
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0141906
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03615
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03615
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045277
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087038
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt096481
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0213098
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0360292
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045277
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0108655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017996
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02197
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0132463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0241906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0315015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0318826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc032,012.195SHS - DFA TWO YEAR GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045277
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt03811
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0213098
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03746056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03532958
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03746056
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0223171
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0223171
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0223171
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0225344
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02173
IRS990PF/DistributableAmountGrp/TotalTaxAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03792
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02173
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03792
IRS990PF/FMVAssetsEOYAmt04968439
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038162
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100873
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100871
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03494796
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03645183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04867568
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03532958
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03746056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03532958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03746056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04968439
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03532958
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03746056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03532958
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03746056
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04575511
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04527779
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068633
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0225344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04506878
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04575511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHELLEY M MATTINGLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHARINE O EDWARDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN J MATTINGLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05405 HIGHLAND CREST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1616 EAST VALERIO ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25405 HIGHLAND CREST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA BARBARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078731
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278731
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01253182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01254269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02572894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.278060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.554904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04506878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04112485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03665680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03025377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02811972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04636646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.556120
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHELLEY M MATTINGLY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05405 HIGHLAND CREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt05405 HIGHLAND CREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078731
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09174287646
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SHAMROCKFOUND.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSIST CHARITABLE FUNCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN IMMIGRATION COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01331 G STREET NW SUITE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0223171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0218171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01679460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0218171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01461289
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01461289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01679460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CATHARINE O EDWARDSON CLAT 2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LIBERTYVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060048
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT & SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017996
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047
TaxesSchedule/TaxesDetail/Amt02057
TaxesSchedule/TaxesDetail/Amt1140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES & LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02057
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1140
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY M MATTINGLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08472516184
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAMROCK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAM
ReturnHeader/Filer/EIN0061720127
ReturnHeader/Filer/PhoneNum09174287646
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
ReturnHeader/Filer/USAddress/CityNm0LIBERTYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364486321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HTH LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01860 WINCHESTER RD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIBERTYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600485312
ReturnHeader/PreparerPersonGrp/PhoneNum08472470200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL L KUKSA
ReturnHeader/ReturnTs02020-05-06T16:53:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,746,056
Liabilities
$0
Net assets
$3,746,056
Revenue
$241,906
Expenses
$28,808
Net income
$213,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$2.29$0.35$1.94
2023Detailed filing. Detailed filing data is available for this year.$5.59$0.01$5.58$2.19$0.53$1.67
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$2.15$0.18$1.97
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.68$0.32$0.36
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.19$0.26$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.24$0.03$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.33$0.03$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.34$0.02$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.29$0.03$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.32$0.03$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.36$0.88$2.60$1.72
2013Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.08$0.42$0.24$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.17
2010Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.19