2023-11-09T11:25:58-06:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2022-01-01 471833006 SHEAR FAMILY FOUNDATION INC SHEA 4125806297 103 GAMMA DRIVE 120 PITTSBURGH PA 15238 BARBARA S SHEAR PRESIDENT 4125806297 2023-11-08 1 BARBARA SHEAR 999009999 0 SARAH R PIOT P01358891 4122613644 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 207762785 X 400000 1147584 1147584 3157182 3157182 11702516 17108219 11660320 2144227 2047412 18551509 18012498 140670 0 140670 29526 0 29526 2032925 986400 842758 445276 75135 0 2217852 1987338 0 4866249 3048873 1012954 9500000 9500000 14366249 3048873 10512954 4185260 14963625 1058785 766859 766859 6331537 6730188 6730188 40635 243635 243635 82567813 67615127 67615127 1214179 1135949 1135949 133905420 131271027 131271027 225118369 207762785 207762785 0 0 X 225118369 207762785 225118369 207762785 225118369 207762785 225118369 4185260 0 229303629 21540844 207762785 PUBLICLY TRADED SECURITIES P 196687 245874 -49187 -49187 PUBLICLY TRADED SECURITIES P 5653131 5159829 493302 493302 ALTERNATIVE INVESTMENTS P 11258401 42196 11216205 11216205 11660320 207994 0 207994 0 207994 183632 0 250000 0 433632 X 1266 224372 224372 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 0 0 1 1 N/A RICK ROADARMEL 4125806297 103 GAMMA DRIVE PITTSBURGH PA 15238 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA S SHEAR 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 PRESIDENT 0.40 0 0 0 GERALD A SHEAR 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 VICE PRESIDENT 0.40 0 0 0 JOHN A SHEAR 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 VICE PRESIDENT 0.40 0 0 0 ANDREA GLICKMAN 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 SECRETARY 40.00 140670 29526 0 HERBERT S SHEAR 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 TREASURER 0.40 0 0 0 RICHARD L ROADARMEL 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 ASST. 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TREASURER 0.40 0 0 0 NONE 0 SHEAR FAMILY OFFICE 103 GAMMA DRIVE PITTSBURGH PA 15238 MANAGEMENT 1194203 0 0 73481405 8501213 128830922 210813540 0 0 210813540 3162203 207651337 10382567 10382567 207994 1338 209332 10173235 0 10173235 0 10173235 10512954 0 10512954 10173235 9958444 0 0 10512954 9958444 0 0 554510 0 0 0 0 0 0 0 0 9618725 0 0 0 BARBARA S SHEAR GERALD A SHEAR JOHN A SHEAR HERBERT S SHEAR X ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 N/A PC HURRICANE IAN RELIEF 50000 ALPERT JEWISH FAMILY & CHILDRENS SERVICES PALM BEACH CTY 5841 CORPORATE WAY SUITE 200 WEST PALM BEACH FL 33407 N/A PC FOOD INSECURITY 250000 AMATEUR HOCKEY ASSOC ILLINOIS INC 859 OAKTON STREET ELK GROVE IL 60007 N/A PC EQUIPMENT 5000 AMERIAN ISRAEL EDUCATION FUND 251 H ST NW WASHINGTON DC 20001 N/A PC AIEF 400000 AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED 1 NORTHFIELD PLAZA STE 300 NORTHFIELD IL 60093 N/A PC REHABILITATION- PHYSICAL AND EMOTIONAL THROUGH SPORTS 125000 AMERICAN FRIENDS OF LEKET ISRAEL INC PO BOX 2090 TEANECK NJ 07666 N/A PC FOOD INSECURITY 705500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 3300 PGA BLVD STE 970 PALM BEACH GARDENS FL 33410 N/A PC MOBILE INTENSIVE CARE UNIT 500000 ANIMAL PROTECTORS OF ALLEGHENY VALLEY 533 LINDEN AVE NEW KENSINGTON PA 15068 N/A PC ANIMAL RESCUE SUPPORT 15000 BIG BROTHERS BIG SISTERS OF UTAH 2121 SOUTH STATE STREET SALT LAKE CITY UT 84115 N/A PC MENTORING PROGRAM 50000 BOY SCOUTS OF AMERICA 1275 BEDFORD AVE PITTSBURGH PA 15219 N/A PC SENECA DISTRICT FRIENDS OF SCOUTING 10000 BUTLER COUNTY HUMANE SOCIETY 1015 EVANS CITY RD RENFREW PA 16053 N/A PC ANIMAL RESCUE SUPPORT 10000 CHILDREN'S HOSPITAL OF CHICAGO 225 E CHICAGO AVE CHICAGO IL 60611 N/A PC PRECISION MEDICINE ONCOLOGY 125000 CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVE PITTSBURGH PA 15224 N/A PC THE PITTSBURGH STUDY (TPS) LAUNCH 300000 CLUBHOUSE SUMMIT COUNTY PO BOX 680861 PARK CITY UT 84068 N/A PC MENTAL ILLNESS SUPPORT 10000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 N/A PC SUPPORT - EDUCATION, ETC. 5000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 11516 N/A PC CYBERWELL OPERATING SUPPORT 120000 DONOR ADVISED FUNDS- CHARLES SCHWAB 103 GAMMA DRIVE SUITE 120 PITTSBURGH PA 15238 N/A PC DONOR ADVISED FUNDS 1207000 DUQUESNE UNIVERSITY 600 FORBES AVE PITTSBURGH PA 15282 N/A PC CENTER FOR INTEGRATIVE HEALTH 200000 EAST UNION PRESBYTERIAN CHURCH 292 EAST UNION ROAD CHESWICK PA 15024 N/A PC WALNUT GROVE - CHILD CARE FACILITY 5000 EDINBORO UNIVERSITY FOUNDATION 219 MEADVILLE STREET EDINBORO PA 16444 N/A PC FOOTBALL PROGRAM SUPPORT 10000 EDU NATIONS 8800 PEEBLES ROAD ALLISON PARK PA 15101 N/A PC MICROFINANCE PROJECT 5000 FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 332489 WASHINGTON DC 20033 N/A PC GENERAL SUPPORT 200000 FRIENDS OF IR DAVID 575 LEXINGTON AVE NEW YORK NY 10022 N/A PC OPERATING GRANT, COVID RELIEF 200000 FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDIASM 5630 WISCONSIN AVE APT 1601 CHEVY CHASE MD 20815 N/A PC ISRAELI CAUSES 60000 FRIENDS OF THE ISRAELI DEFENSE FORCES 29 EAST MADISON ST CHICAGO IL 60602 N/A PC CORONAVIRUS SUPPORT 200000 GLADIOLUS FOOD PANTRY 10511 GLADIOLUS DRIVE FORT MYERS FL 33908 N/A PC HURRICANE RELIEF; FOOD INSECURITY 50000 GRANT A GIFT AUTISM 630 S RANCHO DR STE D LAS VEGAS NV 89106 N/A PC CORONAVIRUS SUPPORT 25000 GREATER CHICAGO FOOD DEPOSITORY 4100 W 42ND PLACE CHICAGO IL 60632 N/A PC CORONAVIRUS SUPPORT 175000 GREATER PITTSBURGH COMMUNITY FOODBANK 1 LINDEN STREET DUQUESNE PA 15110 N/A PC CORONAVIRUS SUPPORT 300000 GROW PITTSBURGH 6587 HAMILTON AVE 2W PITTSBURGH PA 15206 N/A PC YOUTH PROGRAM- TRAINING URBAN FARMERS- COVID RELIEF 125000 HARRY CHAPIN FOOD BANK OF SW FLORIDA 3760 FOWLER STREET FORT MYERS FL 33901 N/A PC HURRICANE RELIEF; FOOD INSECURITY 100000 HEALTHNETWORK FOUNDATION 33 RIVER ST CHAGRIN FALLS OH 44022 N/A PC MISSION & LONG RANGE STABILITY 55000 INTERMOUNTAIN HEALTHCARE FOUNDATION 36 SOUTH STATE STREET SALT LAKE CITY UT 84111 N/A PC CORONAVIRUS SUPPORT 150000 JAMIE'S DREAM TEAM 4617 WALNUT STREET MCKEESPORT PA 15132 N/A PC SPONSOR TRIP FOR NOAH LATRONICA 5000 JCFS CHICAGO 3145 W PRATT BLVD CHICAGO IL 60645 N/A PC DUMAN OPPORTUNITY CENTER 50000 JEWISH FAMILY & CHILDREN'S SERVICES OF PITTSBURGH 5743 BARTLETT ST PITTSBURGH PA 15217 N/A PC FAMILY SUPPORT 300000 JEWISH FEDERATION OF PITTSBURGH 2000 TECHNOLOGY DRIVE PITTSBURGH PA 15219 N/A PC GLOBAL ANTI-HATE CONFERENCE 150000 JEWISH NATIONAL FUND 60 REVERE DR SUITE 840 NORTHBROOK IL 60062 N/A PC LOTEM, VARIOUS PROGRAMS 323500 JEWISH NATIONAL FUND 902 CLINT MOORE RD STE 128 BOCA RATON FL 33487 N/A PC SPECIAL IN UNIFORM, FIREFIGHTERS 72000 JOEY'S PAW 301 BELMONT RD BUTLER PA 15006 N/A PC WHEELCHAIR/PROSTHETICS FUND 5000 LIGHT OF LIFE MISSION 913 WESTERN AVE PITTSBURGH PA 15233 N/A PC MINISTRIES 30000 LIVE LIKE SAM INSTITUTE 1034 STATION LOOP ROAD PARK CITY UT 84098 N/A PC YOUTH SUPPORT 25000 MAGIC IN THE TREES 424 WEST END AVE APT 2J NEW YORK NY 10024 N/A PC CAMP ROBINHOOD 7000 MAKE A WISH GREATER PA AND WV GULF TOWER PITTSBURGH PA 15219 N/A PC IN MEMORY OF JEFFREY STUCKLEY 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 N/A PC ENHANCE TELEHEALTH/CONFERENCE SOFTWARE AND EQUIP- HOTLINE 100000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) 4525 S SANDHILL RD SUITE 116 LAS VEGAS NV 89121 N/A PC MENTAL ILLNESS SUPPORT 100000 NATIONAL COUNCIL OF JEWISH WOMEN 1620 MURRAY AVE PITTSBURGH PA 15217 N/A PC SUPPORT - EDUCATION, ETC. 25000 NEIGHBORS FOR NEIGHBORS 119 PRESERVE VALLEY DRIVE CRANBERRY TWP PA 16066 N/A PC HOLIDAY SEASON SUPPORT FOR NEEDY CHILDREN 10000 NEVADA MEDICAL CENTER 325 S MARYLAND PKWY LAS VEGAS NV 89101 N/A PC HOPE MEANS NEVADA 15000 PALM BEACH POLICE AND FIRE FOUNDATION 139 N COUNTY RD PALM BEACH FL 33480 N/A PC PROGRAM SUPPORT 75000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 N/A PC MENTAL HEALTH, SUBSTANCE ABUSE SUPPORT 25000 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 N/A PC TEACHER AND STUDENT SUPPORT 25000 PEGGY ADAMS ANIMAL RESCUE LEAGUE 3200 N MILITARY TRAIL WEST PALM BEACH FL 33409 N/A PC ANIMAL RESCUE SUPPORT 30000 PLANNED PARENTHOOD OF WESTERN PA 933 LIBERTY AVE PITTSBURGH PA 15222 N/A PC PROGRAM SUPPORT 5000 SECURE COMMUNITY NETWORK 350 WEST HUBBARD ST CHICAGO IL 60654 N/A PC JEWISH COMMUNITY SECURITY 75000 SPECIAL OLYMPICS OF PA 200 CEDAR RIDGE DR STE 214 PITTSBURGH PA 15205 N/A PC DISABLED ATHLETES 5000 TALK - THE NEW SEX ED 3945 FORBES AVE STE 424 PITTSBURGH PA 15213 N/A PC SEX ED 5000 THE ANTI CRUELTY SOCIETY 157 W GRAND AVE CHICAGO IL 60654 N/A PC KENNEL SPONSORSHIP 5000 THE ARK 6450 NORTH CALIFORNIA CHICAGO IL 60645 N/A PC FOOD INSECURITY 75000 THE CRANBERRY CUP PO BOX 1614 CRANBERRY TWP PA 16060 N/A PC ASSISTANCE FAMILIES IN NEED 25000 THE STEADMAN CLINIC 181 W MEADOW DR STE 1000 VAIL CO 81657 N/A PC DUCHENNE MUSCULAR DYSTROPHY RESEARCH 125000 THREE SQUARE FOOD BANK 4190 N PECOS RD LAS VEGAS NV 89115 N/A PC FOOD INSECURITY 100000 UCLA FOUNDATION 760 WESTWOOD PLAZA LOS ANGELES CA 90095 N/A PC CAPPS RESEARCH 200000 UNIVERSITY OF COLORADO 1800 N GRANT ST ATE 725 DENVER CO 80203 N/A PC MEDICAL RESEARCH 300000 UNIVERSITY OF NEVADA LAS VEGAS 4505 S MARYLAND PKWY LAS VEGAS NV 89154 N/A PC THE PRACTICE - MENTAL HEALTH TRAINING CLINIC 225000 UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET PITTSBURGH PA 15260 N/A PC VARIOUS PROGRAMS 1050000 UNIVERSITY OF WASHINGTON PO BOX 354882 SEATTLE WA 98195 N/A PC MEDICAL RESEARCH 50000 VIBE ISRAEL ASCENDER 6401 PENN AVE PITTSBURGH PA 15206 N/A PC GENERAL SUPPORT 75000 WEST PALM BEACH CENTER FOR ARTS & TECHNOLOGY PO BOX 3952 WEST PALM BEACH FL 33402 N/A PC GENERAL SUPPORT 50000 WOMEN'S LAW PROJECT 428 FORBES AVE PITTSBURGH PA 15219 N/A PC SUPPORT FOR WOMEN'S AND GIRLS' RIGHTS 5000 9500000 0 14 1147584 14 3157182 900001 42196 14 11660320 PASSTHROUGH INCOME FROM K-1S 900001 304300 01 2042927 OTHER INCOME/(LOSS) -203000 346496 18008013 -203000 18151509 11B OTHER INCOME RELATED TO FURTHURING THE FOUNDATION'S EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 X X 1 HERBERT S AND BARBARA S SHEAR 2660 S OCEAN BLVD APT NO 503 W PALM BEACH FL 33480 400000 X FORM 990-PF, PART VII, LINE 1 ANDREA GLICKMAN IS AN EMPLOYEE OF THE SHEAR FAMILY OFFICE, AND, AS A RESULT, THE SHEAR FAMILY OFFICE PAYS HER SALARY AND BENEFITS. THE SHEAR FAMILY FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS WITH THE SHEAR FAMILY OFFICE'S EMPLOYEES TO PROVIDE ITS SERVICES. THE SALARY AND BENEFIT AMOUNTS LISTED IN PART VII, LINE 1 ARE ALSO REFLECTED IN PART VII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO THE SHEAR FAMILY OFFICE FOR CONTRACTED SERVICES. 40,000 SHS JPMORGAN CHASE FINL 0%25 36216 36216 18,000 SHS BOFA FIN LLC 0%28 21486 21486 40,000 SHS MORGAN STANLEY 0.25% 40000 40000 35,000 SHS WELLS FARGO FIN 0.25%24 36106 36106 35,000 SHS CITIGROUP INC 0%25 35382 35382 35,000 SHS CITIGROUP INC 0%27 35611 35611 43,000 SHS THE GOLDMAN SACHS G 0%28 46005 46005 40,000 SHS UBS AG LONDON BRH 0% 28F 44744 44744 30,000 SHS JPMORGAN CHASE HOLD 0%28 25323 25323 21,000 SHS BOFA FIN LLC 0%24 20766 20766 21,000 SHS AIR TRANSPORT S 1.125%24 21363 21363 35,000 SHS BARCLAYS PLC 0%25F 35979 35979 30,000 SHS VISHAY INTERTCH 2.25%25 29074 29074 35,000 SHS PACIRA BIOSCIENCE 0.75%25 31587 31587 30,000 SHS HAEMONETICS CORP 0%26 24892 24892 47,000 SHS FORD MOTOR CO 0%26 44233 44233 39,000 SHS IMAX CORP 0.5%26F 33140 33140 35,000 SHS SPIRIT AIRLINES, IN 1%26 28290 28290 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2471200 2471200 17,000 SHS CHEVRON CORPORATION 3051330 3051330 30,000 SHS CISCO SYSTEMS INC 1429200 1429200 30,000 SHS CITIGROUP INC 1356900 1356900 45,000 SHS CORNING INC 1437300 1437300 32,000 SHS CVS HEALTH CORP 2982080 2982080 30,000 DUPONT DE NEMOURS INC 2058900 2058900 9,000 SHS FEDEX CORPORATION 1558800 1558800 25,000 SHS FISERV INC 2526750 2526750 50,000 SHS GENERAL MOTORS CO 1682000 1682000 10,000 SHS JOHNSON & JOHNSON 1766500 1766500 20,000 SHS JP MORGAN CHASE & CO 2682000 2682000 10,000 SHS MICROSOFT CORP 2398200 2398200 50,000 SHS PFIZER INCORPORATED 2562000 2562000 19,000 SHS QUALCOMM INC 2088860 2088860 10,000 SHS WALMART INC 1417900 1417900 37,000 SHS VANGUARD FTSE DEV MKTS 1552890 1552890 157,000 SHS VANGUARD FTSE EMER MKTS ETF 6119860 6119860 30,000 SHS VANGUARD FTSE EUROPE 1663200 1663200 1,868 SHS ABBOTT LABS 205088 205088 8,340 SHS ALPHABET INC CL A 735838 735838 6,800 SHS AMAZON.COM INC 571200 571200 1,002 SHS AMERICAN TOWER CORP REIT 212284 212284 525 SHS AMERIPRISE FINANCIAL INC 163469 163469 4,911 SHS APPLE INC 638086 638086 2,467 SHS APPLIED MATERIALS INC 240236 240236 6,084 SHS BOSTON SCIENTIFIC CORP 281507 281507 3,203 SHS COCA COLA CO 203743 203743 536 SHS COSTCO WHOLESALE CORP 244684 244684 696 SHS DANAHER CORP 184732 184732 589 SHS DOLLAR GEN CORP NEW 145041 145041 664 SHS HOME DEPOT INC 209731 209731 832 SHS HONEYWELL INTL INC 178298 178298 837 SHS INTUITIVE SURGICAL INC 222098 222098 694 SHS LAUDER ESTEE COS CL A 172188 172188 646 SHS LILLY ELI & CO 236333 236333 5,131 SHS MICROSOFT CORP 1230516 1230516 1,683 SHS NIKE INC 196928 196928 235 SHS O REILLY AUTOMOTIVE INC 198347 198347 1,058 SHS PALO ALTO NETWORKS INC 147633 147633 445 SHS PARKER HANNIFIN CORP 129495 129495 139 SHS PROCTER & GAMBLE CO 225521 225521 404 SHS ROCKWELL AUTOMATION INC NEW 104058 104058 435 SHS S&P GLOBAL INC 145699 145699 1,597 SHS SALESFORCE.COM INC 211746 211746 3,257 SHS SCHLUMBERGER LTD NETHERLANDS ANTILLES 174119 174119 944 SHS SHERWIN WILLIAMS CO 224040 224040 1,452 SHS TEXAS INSTRUMENTS 239899 239899 364 SHS THERMO FISHER SCIENTIFIC INC 200451 200451 3,149 SHS TJX COS INC NEW 250660 250660 954 SHS UNION PACIFIC CORP 197545 197545 691 SHS UNITEDHEALTH GROUP INC 366354 366354 2,035 SHS VISA INC CL A 422792 422792 2,795 SHS ISHARES MSCI EAFE ETF 183464 183464 1,593 SHS ISHARES RUSSELL TOP 200 GROWTH ETF 192004 192004 4,619 SHS VANGUARD GROWTH ETF 984355 984355 2,169 SHS VANGUARD SMALL CAP GROWTH ETF 434971 434971 32,000 SHS ANTERO MIDSTREAM CORP 345280 345280 2,800 SHS ANTERO RESOURCES COR 86772 86772 9,700 SHS CENTERPOINT ENERGY INC 290903 290903 2,100 SHS CHENIERE ENERGY INC 314916 314916 7,600 SHS CLEARWAY ENERGY INC. 242212 242212 64,000 SHS ENERGY TRANSFER LP 759680 759680 8,800 SHS KINETIK HOLDINGS INC. 291104 291104 2,000 SHS NEXTERA ENERGY INC 167200 167200 9,000 SHS ONEOK INC. 591300 591300 2,400 SHS SEMPRA 370896 370896 16,400 SHS TARGA RESOURCES CORP. 1205400 1205400 29,600 SHS WILLIAMS COMPANIES 973840 973840 12,000 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