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Private foundation (trust)EIN 843138063Est. 2020-04

THE 2F SHAMROCK FOUNDATION

WHITEFISH BAY, WI 53211

Total Assets

$1.2M

FY 2023

Annual Giving

$63K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$500–$31K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$87K

Total Expenses

$72K

Qualifying Distributions

$64K

Distributable Amount

$54K

Min. Investment Return

$55K

Undistributed Income

$37K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $500 through median $4K to maximum $31K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $63K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

CRISTO REY JESUIT HIGH SCHOOL
$62K
4 grants
FOREBATTEN FOUNDATION
$41K
3 grants
MARQUETTE UNIVERSITY HIGH SCHOOL
$31K
1 grant
HOLY FAMILY SCHOOL
$20K
3 grants
ACTS HOUSING
$15K
2 grants
THE CHARLES E KUBLY FOUNDATION
$10K
1 grant
THE NORTH CAMPUS PARTNERSHIP
$5K
1 grant
MILWAUKEE COUNTRY CLUB CADDIES
$3K
2 grants

Grant Size Distribution

24 grants

<$10K
16
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$148K
76% of total
Arizona
$41K
21% of total
Missouri
$5K
3% of total

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THE 2F SHAMROCK FOUNDATION — Grants, Financials & Contact | Grantivo