Bert & Ann Shearer Foundation
Bert & Ann Shearer Foundation is a private foundation, based in Fort Wright, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $313K in total assets. In 2025, it awarded 6 grants totaling $110K. Net investment income was $76K.
Bert & Ann Shearer Foundation at a glance
In short: Bert & Ann Shearer Foundation gave $110K across 6 grants in 2025 (avg $18K), top state West Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $110,000
- +0.0% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $18,333
- +0.0% vs 2024
- Median grant
- $15,000
- Total assets
- $312,940
- -9.9% vs 2024
- Primary geography
- West Virginia (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bert & Ann Shearer Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Living Lands & Waters ($30K). Together the top 6 received $110K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Bert & Ann Shearer Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 342% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $95K (2023) to $110K (2025). In 2025 it made 6 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Living Lands & Waters East Moline, IL | General Operating | $30,000 |
| Point Pleasant River Museum Point Pleasant, WV | General Operating | $20,000 |
| South Park Presbyterian Church Charleston, WV | General Operating | $15,000 |
| The Salvation Army Alexandria, VA | General Operating | $15,000 |
| Mountain Mission Inc Charleston, WV | General Operating | $15,000 |
| Dive Pirates Foundation The Woodlands, TX | General Operating | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $312,940 | $84,807 | $119,153 | $110,000 | 6 | $110,000 | $75,654 | $32,143 |
| 2024 | $347,286 | $17,549 | $116,048 | $110,000 | 6 | $110,000 | $17,452 | $36,021 |
| 2023 | $445,785 | $17,119 | $103,972 | $95,000 | 5 | $95,000 | $16,917 | $36,621 |
| 2022 | $532,638 | $87,547 | $127,533 | $110,000 | 6 | $113,003 | $75,289 | $44,330 |
| 2021 | $572,624 | $100,353 | $124,207 | $110,000 | 6 | $112,909 | $89,214 | $53,111 |
| 2020 | $596,479 | $2,266 | $122,980 | $110,000 | 6 | — | $14,967 | $48,519 |
Under IRS private-foundation payout rules, Bert & Ann Shearer Foundation reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bert & Ann Shearer Foundation is led by Ed Shearer, President since 2022 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ed Shearer
President
Trustee → President, 2022
On filings since 2020
No compensation reported
Harold A. Klink
Treasurer
Trustee → Treasurer, 2022
On filings since 2020
No compensation reported
Gayle Shearer
Vice President
On filings since 2022
No compensation reported
Mike Shearer
Secretary
On filings since 2022
No compensation reported
Former officers (1)
- Former: Dennis L. Manes (2020–2021) — Trustee Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bert & Ann Shearer Foundation
How much does Bert & Ann Shearer Foundation give each year?
Bert & Ann Shearer Foundation gave $110K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 6 grants.
What is Bert & Ann Shearer Foundation's typical grant size?
Bert & Ann Shearer Foundation's median grant in 2025 was $15,000, and its average grant was $18,333, across 6 grants on its 2025 IRS Form 990-PF.
Where does Bert & Ann Shearer Foundation give grants?
Bert & Ann Shearer Foundation's top state is West Virginia, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (27%) and Virginia (14%). The most frequent recipient cities were Charleston, WV (2 grants).
Does Bert & Ann Shearer Foundation give general operating support?
Yes: 100% of Bert & Ann Shearer Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bert & Ann Shearer Foundation's largest grantees?
Bert & Ann Shearer Foundation's largest 2025 grantees include Living Lands & Waters ($30,000), Point Pleasant River Museum ($20,000) and South Park Presbyterian Church ($15,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Bert & Ann Shearer Foundation?
Bert & Ann Shearer Foundation reported $313K in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
What is Bert & Ann Shearer Foundation's EIN?
Bert & Ann Shearer Foundation's EIN (Employer Identification Number) is 31-1681324. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Bert & Ann Shearer Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bert & Ann Shearer Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bert & Ann Shearer Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/bert-and-ann-shearer-foundation-morg_042eae5f4c1f4152934810b42530a8ff
BibTeX
@misc{grantable_311681324_2026,
author = {{Grantable}},
title = {{Bert \& Ann Shearer Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bert-and-ann-shearer-foundation-morg_042eae5f4c1f4152934810b42530a8ff},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bert & Ann Shearer Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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