Shamrock Foundation

Austin, TX
Tax-exempt since May 2004
EIN: 06-1720127

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$2.29M (2024)

Expenses

$347k (2024)

Total Assets

$6.51M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,287,002

Expenses

$347,238

Net Income

$1,939,764

Net Assets

$6,507,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,012,165	44.3%
Interest Revenue	$1,007	0.0%
Dividends	$205,301	9.0%
Sales of Assets	$1,068,529	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,890	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,507,315
Total Liabilities	$0
Net Assets	$6,507,315

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$2,194,386

Expenses

$528,729

Net Income

$1,665,657

Net Assets

$5,579,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,011,996	46.1%
Interest Revenue	$606	0.0%
Dividends	$143,507	6.5%
Sales of Assets	$1,038,277	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$480,548	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,589,716
Total Liabilities	$10,000
Net Assets	$5,579,716

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$2,151,793

Expenses

$180,995

Net Income

$1,970,798

Net Assets

$4,925,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,002,801	46.6%
Interest Revenue	$417	0.0%
Dividends	$123,115	5.7%
Sales of Assets	$1,023,341	47.6%
Other Income	$2,119	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,358	78.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,925,838
Total Liabilities	$0
Net Assets	$4,925,838

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on May 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$683,567

Expenses

$323,448

Net Income

$360,119

Net Assets

$3,957,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,240	14.7%
Interest Revenue	$12	0.0%
Dividends	$172,324	25.2%
Sales of Assets	$410,055	60.0%
Other Income	$936	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,512	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,957,841
Total Liabilities	$0
Net Assets	$3,957,841

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$194,420

Expenses

$263,236

Net Income

-$68,816

Net Assets

$3,677,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	51.4%
Interest Revenue	$13	0.0%
Dividends	$70,647	36.3%
Sales of Assets	$23,760	12.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,000	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,677,240
Total Liabilities	$1
Net Assets	$3,677,239

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$241,906

Expenses

$28,808

Net Income

$213,098

Net Assets

$3,746,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	41.3%
Interest Revenue	$101	0.0%
Dividends	$96,481	39.9%
Sales of Assets	$45,277	18.7%
Other Income	$47	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	17.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,746,056
Total Liabilities	$1
Net Assets	$3,746,055

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on May 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$327,833

Expenses

$28,394

Net Income

$299,439

Net Assets

$3,532,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	76.3%
Interest Revenue	$39	0.0%
Dividends	$89,657	27.3%
Sales of Assets	-$11,863
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	17.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,532,958
Total Liabilities	$0
Net Assets	$3,532,958

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on July 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$338,746

Expenses

$23,292

Net Income

$315,454

Net Assets

$3,233,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	73.8%
Interest Revenue	$0
Dividends	$76,274	22.5%
Sales of Assets	$12,472	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,233,519
Total Liabilities	$0
Net Assets	$3,233,519

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on June 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$287,856

Expenses

$27,111

Net Income

$260,745

Net Assets

$2,918,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	86.8%
Interest Revenue	$0
Dividends	$58,492	20.3%
Sales of Assets	-$20,636
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,918,065
Total Liabilities	$0
Net Assets	$2,918,065

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on June 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$323,437

Expenses

$28,936

Net Income

$294,501

Net Assets

$2,657,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	77.3%
Interest Revenue	$0
Dividends	$48,244	14.9%
Sales of Assets	$25,193	7.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,670,358
Total Liabilities	$13,038
Net Assets	$2,657,320

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on July 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$881,274

Expenses

$2,602,996

Net Income

-$1,721,722

Net Assets

$2,362,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	28.4%
Interest Revenue	$0
Dividends	$90,847	10.3%
Sales of Assets	$540,427	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,578,966	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,366,824
Total Liabilities	$4,005
Net Assets	$2,362,819

Compensation

Key Employees and Officers	Compensation	Other
Shelley M Mattingly (President)	$0	$0
Catharine O Edwardson (Director)	$0	$0
John J Mattingly (Director)	$0	$0

990-PF

Filed on June 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$417,345

Expenses

$238,463

Net Income

$178,882

Net Assets

$4,084,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	59.9%
Interest Revenue	$0
Dividends	$84,814	20.3%
Sales of Assets	$82,531	19.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,530	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,088,546
Total Liabilities	$4,005
Net Assets	$4,084,541

Compensation

Key Employees and Officers	Compensation	Other
Catharine O Edwardson (President)	$0	$0
Laura K Barrett (Trustee)	$0	$0
Anne L Edwardson (Trustee)	$0	$0
Shelley M Mattingly (Trustee)	$0	$0

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990-PF

Filed on July 31, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$366,069

Expenses

$199,272

Net Income

$166,797

Net Assets

$3,905,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	68.3%
Interest Revenue	$0
Dividends	$93,106	25.4%
Sales of Assets	$22,963	6.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,000	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,909,664
Total Liabilities	$4,005
Net Assets	$3,905,659

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$229,160

Expenses

$172,083

Net Income

$57,077

Net Assets

$3,738,861

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	65.5%
Interest Revenue	$0
Dividends	$78,229	34.1%
Sales of Assets	$931	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,000	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,738,862
Total Liabilities	$1
Net Assets	$3,738,861

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Shamrock Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.29M (2024)

Expenses $347k (2024)

Total Assets $6.51M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$2.29M (2024)

Expenses

$347k (2024)

Total Assets

$6.51M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004