Civic Intelligence

Bert & Ann Shearer Foundation Co Us Bank

EIN 31-1681324 • Fort Wright, KY

909 Wrights Summit Parkway Ste 320Fort Wright, KY 41011
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-561%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-19%

Faster asset growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

16th percentile

-55%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$347,286

Down $185,352 (-35%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$347,286

Down $185,352 (-35%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$17,549

Down $69,998 (-80%) from 2022

Expenses

Down

$116,048

Down $11,485 (-9.0%) from 2022

Net Income

Down

-$98,499

Down $58,513 (-146%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,087,565Liabilities 2011: $0Net Assets 2011: $1,087,5652011Assets 2012: $1,028,173Liabilities 2012: $0Net Assets 2012: $1,028,1732012Assets 2013: $1,008,057Liabilities 2013: $0Net Assets 2013: $1,008,0572013Assets 2014: $1,071,035Liabilities 2014: $0Net Assets 2014: $1,071,0352014Assets 2015: $1,006,539Liabilities 2015: $0Net Assets 2015: $1,006,5392015Assets 2020: $596,479Liabilities 2020: $0Net Assets 2020: $596,4792020Assets 2021: $572,624Liabilities 2021: $0Net Assets 2021: $572,6242021Assets 2022: $532,638Liabilities 2022: $0Net Assets 2022: $532,6382022Assets 2024: $347,286Liabilities 2024: $0Net Assets 2024: $347,2862024

Highlighted filing

2024

Assets$347,286
Liabilities$0
Net Assets$347,286
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $92,7012011Expenses 2012: $94,2592012Revenue 2013: $76,405Expenses 2013: $95,276Net Income 2013: -$18,8712013Revenue 2014: $159,490Expenses 2014: $98,521Net Income 2014: $60,9692014Revenue 2015: $65,710Expenses 2015: $130,206Net Income 2015: -$64,4962015Revenue 2020: $2,266Expenses 2020: $122,980Net Income 2020: -$120,7142020Revenue 2021: $100,353Expenses 2021: $124,207Net Income 2021: -$23,8542021Revenue 2022: $87,547Expenses 2022: $127,533Net Income 2022: -$39,9862022Revenue 2024: $17,549Expenses 2024: $116,048Net Income 2024: -$98,4992024

Highlighted filing

2024

Revenue$17,549
Expenses$116,048
Net Income-$98,499
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347,286
Liabilities
$0
Net assets
$347,286
Revenue
$17,549
Expenses
$116,048
Net income
-$98,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.12$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.09$0.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.10$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE SHEARERSecretary-$0--
HAROLD A KLINKTreasurer-$0--
ED SHEARERPresident-$0--
GAYLE SHEARERVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Bert & Ann Shearer Foundation
EIN
31-1681324
Phone
8593416700
Address
909 WRIGHTS SUMMIT PARKWAY STE 320, FORT WRIGHT, KY 41011

Signing Officer

Name
Harold a Klink
Title
Treasurer
Phone
8593416700
Signed
2025-05-08

Preparer

Firm
Bramel & Ackley Psc
Address
909 WRIGHTS SUMMIT PARKWAY STE 320, FT WRIGHT, KY 41011
Preparer
J Carlyle Ackley
Phone
8593416700
Raw XML Appendix359 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0258620103 DOUBLELINE TOTAL RET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11645 SH ISHARES PREFERRED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21355 SH ISHARES PREFERRED INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt053391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt164665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt042044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt151719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt022809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt721210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt896945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt925356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1128924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1222701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1446446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1558045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0150 SH PEPSI CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1175 SH PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 SH VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3900 SH PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4400 SH ALLIANT ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5300 SH JP MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6200 SH WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7375 SH BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230 SH MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9100 SH ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10150 SH EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200 SH JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 SH NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1378 SH ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14330 SH ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15200 SH CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16165 SH ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17150 SH RTX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt042167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt031420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt037510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023372
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-5951
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0128
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023500
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-5951
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023372
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023372
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt069235
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5951
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017452
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06048
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0116048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017549
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06048
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-10381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-10381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt026351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES PREFERRED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5951
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98499
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0347286
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0445785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0347286
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036021
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036021
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036021
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036264
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0243
IRS990PF/DistributableAmountGrp/TotalTaxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0516
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0759
IRS990PF/FMVAssetsEOYAmt0702878
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0410
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0387
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0171320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0118056
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt093763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0192710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0170790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0555332
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042167
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042167
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037510
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0445785
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0347286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015886
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0445785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0347286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0702878
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0445785
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0347286
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0445785
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0347286
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0736331
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028389
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0707942
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011045
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036264
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0725286
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0736331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MIKE SHEARER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HAROLD A KLINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ED SHEARER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GAYLE SHEARER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0909 WRIGHTS SUMMIT PKWY STE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1909 WRIGHTS SUMMIT PKWY STE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2909 WRIGHTS SUMMIT PKWY STE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3909 WRIGHTS SUMMIT PKWY STE 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FORT WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FORT WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd041011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd141011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd241011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd341011
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0110000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0110000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRAMEL ACKLEY PSC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0909 WRIGHTS SUMMIT PKWY STE 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WRIGHT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd041011
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08593416700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTH PARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2POINT PLEASANT RIVER MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOUNTAIN MISSION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LIVING LANDS & WATERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DIVE PIRATES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01108 TIMBERVIEW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1615 SLATERS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31620 SEVENTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt417624 ROUTE 84 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt570 W THYMEWOOD PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt028 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2POINT PLEASANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EAST MOLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5THE WOODLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd225550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd325312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577382
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036021
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt059798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt064269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0325098
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt073979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt058379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068673
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt059798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt064269
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt073979
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0386130
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0312151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06048
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD A KLINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08593416700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERT & ANN SHEARER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0311681324
ReturnHeader/Filer/PhoneNum08593416700
ReturnHeader/Filer/USAddress/AddressLine1Txt0909 WRIGHTS SUMMIT PARKWAY STE 320
ReturnHeader/Filer/USAddress/CityNm0FORT WRIGHT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611166184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAMEL & ACKLEY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 WRIGHTS SUMMIT PARKWAY STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041011
ReturnHeader/PreparerPersonGrp/PhoneNum08593416700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CARLYLE ACKLEY
ReturnHeader/ReturnTs02025-05-14T10:28:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.