Bert & Ann Shearer Foundation
Bert & Ann Shearer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT WRIGHT, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $347K in total assets. In 2024, it awarded 6 grants totaling $110K. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$347K
-22.1% YoY
Annual Giving
$110K
+15.8% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$18K
-3.5% YoY
About Bert & Ann Shearer Foundation
Based on IRS filings
Bert & Ann Shearer Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT WRIGHT, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $347K in total assets. In 2024, it awarded 6 grants totaling $110K. Net investment income was $17K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $347,286 | $445,785 | $532,638 |
| Revenue | $17,549 | $17,119 | $87,547 |
| Expenses | $116,048 | $103,972 | $127,533 |
| Qualifying Distributions | $110,000 | $95,000 | $113,003 |
| Net Investment Income | $17,452 | $16,917 | $75,289 |
| Distributable Amount | $36,021 | $36,621 | $44,330 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MIKE SHEARER | SECRETARY | — | — |
| HAROLD A KLINK | TREASURER | — | — |
| ED SHEARER | PRESIDENT | — | — |
| GAYLE SHEARER | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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