Nonprofit · EIN 87-3994852
SHAMROCK FOUNDATION INC
Tax-exempt · ATLANTA, GA 30327
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $293,646 | $368,208 | -$74,562 | $1,737,263 | $0 | $1,737,263 |
| June 30, 2024 | 990-PF | $440,185 | $154,689 | $285,496 | $1,801,399 | $0 | $1,801,399 |
| June 30, 2023 | 990-PF | $140,349 | $103,852 | $36,497 | $1,515,903 | $0 | $1,515,903 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $37,293
- Net gain from sales of assets
- $18,321
- Other income
- $38,032
Expenses
- Grants and similar amounts paid
- $365,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $365,000
- Excise tax on investment income
- $1,278
Balance sheet and other
- Total assets, start of year
- $1,801,399
- Total assets, end of year
- $1,737,263
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,737,263
- Fair market value of assets
- $1,956,924
- Qualifying distributions
- $365,000
- Net investment income
- $93,646
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN F BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | PRESIDENT | 0.5 | $0 |
| MARA B BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN F BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | PRESIDENT | 0.5 | $0 |
| MARA B BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN F BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | PRESIDENT | 0.5 | $0 |
| MARA B BERMAN 5130 MARBURY CIRCLE, ATLANTA, GA 30327 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5130 MARBURY CIR, ATLANTA, GA 30327-4962
- Signed the 990-PF
- JUSTIN F BERMAN, PRESIDENT
- Phone
- (404) 554-4990
- Return prepared by
- STEPHEN M BERMAN & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-3994852
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,737,263
- Income (IRS master file)
- $335,882
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $293,646 | $368,208 | $1,737,263 | XML |
| 990-PF | June 2024 | $440,185 | $154,689 | $1,801,399 | XML |
| 990-PF | June 2023 | $140,349 | $103,852 | $1,515,903 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-3994852).
Questions about SHAMROCK FOUNDATION INC
- What is the EIN of SHAMROCK FOUNDATION INC?
- The employer identification number (EIN) of SHAMROCK FOUNDATION INC is 87-3994852.
- Is SHAMROCK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SHAMROCK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHAMROCK FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHAMROCK FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAMROCK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SHAMROCK FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHAMROCK FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $293,646, expenses of $368,208 and total assets of $1,737,263 at year end.
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