Shamrock Foundation

Colorado Spgs, CO
Tax-exempt since July 2000
EIN: 31-1715049

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$914k (2025)

Expenses

$458k (2025)

Total Assets

$7.18M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 June
2025

Revenue

$914,305

Expenses

$458,013

Net Income

$456,292

Net Assets

$7,184,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,878	0.2%
Dividends	$133,191	14.6%
Sales of Assets	$779,236	85.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$365,300	79.8%
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	$7,184,090
Total Liabilities	$0
Net Assets	$7,184,090

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$617,857

Expenses

$375,402

Net Income

$242,455

Net Assets

$6,320,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,047	0.5%
Dividends	$116,244	18.8%
Sales of Assets	$498,566	80.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,262	80.5%
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	$6,320,534
Total Liabilities	$0
Net Assets	$6,320,534

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

-$167,887

Expenses

$323,850

Net Income

-$491,737

Net Assets

$5,639,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,437
Dividends	$108,730
Sales of Assets	-$281,054
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,405	87.2%
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	$5,639,341
Total Liabilities	$0
Net Assets	$5,639,341

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Dec. 5, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$396,076

Expenses

$390,292

Net Income

$5,784

Net Assets

$6,250,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$115,240	29.1%
Sales of Assets	$280,816	70.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,230	86.4%
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	$6,250,238
Total Liabilities	$0
Net Assets	$6,250,238

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$552,805

Expenses

$613,190

Net Income

-$60,385

Net Assets

$6,589,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,991	20.8%
Sales of Assets	$437,814	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$579,065	94.4%
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	$6,589,681
Total Liabilities	$0
Net Assets	$6,589,681

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Feb. 9, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$245,021

Expenses

$217,970

Net Income

$27,051

Net Assets

$6,497,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79	0.0%
Dividends	$112,803	46.0%
Sales of Assets	$132,139	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,076	84.5%
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	$6,497,166
Total Liabilities	$1
Net Assets	$6,497,165

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 20, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$237,237

Expenses

$342,831

Net Income

-$105,594

Net Assets

$6,667,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$387	0.2%
Dividends	$135,484	57.1%
Sales of Assets	$101,366	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,553	86.2%
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	$6,667,454
Total Liabilities	$0
Net Assets	$6,667,454

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Sept. 4, 2019

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

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PDF XML

Fiscal Year Ending June
2018

Revenue

$582,070

Expenses

$490,535

Net Income

$91,535

Net Assets

$6,623,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$279	0.0%
Dividends	$149,824	25.7%
Sales of Assets	$431,967	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$426,109	86.9%
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	$6,623,615
Total Liabilities	$0
Net Assets	$6,623,615

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$437,835

Expenses

$355,175

Net Income

$82,660

Net Assets

$6,705,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$142,890	32.6%
Sales of Assets	$294,940	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,856	85.0%
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	$6,705,948
Total Liabilities	$0
Net Assets	$6,705,948

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
Jennifer A Leach (Director)	$0	$0

990-PF

Filed on Nov. 7, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$77,622

Expenses

$424,568

Net Income

-$346,946

Net Assets

$6,645,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$169,266	> 100%
Sales of Assets	-$91,652
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,800	85.0%
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	$6,645,723
Total Liabilities	$0
Net Assets	$6,645,723

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
David A Wismer Iii (Director)	$0	$0
Jennifer A Leach (Director)	$0	$0

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990-PF

Filed on Nov. 9, 2016

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

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PDF XML

Fiscal Year Ending June
2015

Revenue

$499,819

Expenses

$517,595

Net Income

-$17,776

Net Assets

$7,063,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$142	0.0%
Dividends	$207,188	41.5%
Sales of Assets	$288,830	57.8%
Other Income	$3,659	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,985	88.1%
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	$7,063,732
Total Liabilities	$0
Net Assets	$7,063,732

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
David A Wismer Iii (Director)	$0	$0
Jennifer A Leach (Director)	$0	$0

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990-PF

Filed on Oct. 26, 2015

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

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Fiscal Year Ending June
2014

Revenue

$736,757

Expenses

$442,938

Net Income

$293,819

Net Assets

$6,003,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80	0.0%
Dividends	$191,708	26.0%
Sales of Assets	$544,969	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$383,574	86.6%
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	$6,003,355
Total Liabilities	$0
Net Assets	$6,003,355

Compensation

Key Employees and Officers	Compensation	Other
David A Wismer (President/Treasurer)	$0	$0
Mary Anne Wismer (Secretary)	$0	$0
David A Wismer Iii (Director)	$0	$0
Jennifer A Leach (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2014

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

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PDF XML

Fiscal Year Ending June
2013

Revenue

$680,857

Expenses

$410,787

Net Income

$270,070

Net Assets

$6,680,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$119	0.0%
Dividends	$219,281	32.2%
Sales of Assets	$461,457	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,501	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	$6,680,176
Total Liabilities	$0
Net Assets	$6,680,176

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$330,427

Expenses

$359,909

Net Income

-$29,482

Net Assets

$6,374,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,627	4.1%
Dividends	$203,035	61.4%
Sales of Assets	$113,765	34.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,409	89.3%
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	$6,374,517
Total Liabilities	$0
Net Assets	$6,374,517

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$653,816

Expenses

$339,504

Net Income

$314,312

Net Assets

$6,403,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,047	1.7%
Dividends	$174,261	26.7%
Sales of Assets	$468,508	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,598	87.1%
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	$6,403,999
Total Liabilities	$0
Net Assets	$6,403,999

990-PF

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

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

PDF

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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 $914k (2025)

Expenses $458k (2025)

Total Assets $7.18M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$914k (2025)

Expenses

$458k (2025)

Total Assets

$7.18M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002