BETA

SHEAR FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHEAR FAMILY FOUNDATION INC (EIN 47-1833006)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-19
IRS object ID
201602329349100805
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-19T16:06:41-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471833006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEAR FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHEABusinessNameControlTxt
Phone4125806297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1103 GAMMA DRIVE NO 120AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA S SHEARPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4125806297PhoneNum
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE J LOGANPreparerPersonNm
PTINP00227231PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$160,687,020FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$160,488,091ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,032InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,032InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$411,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$411,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,478,265NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,006,083GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,478,265CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$162,383,016TotalRevAndExpnssAmt
Total Net Invst Incm$1,894,925TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,898LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,898LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,701AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$14,951AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$49,577OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$49,577OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$36,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$260OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,436TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,587TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,849TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,436TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,587TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$162,277,580ExcessRevenueOverExpensesAmt
Net Investment Income$1,844,338NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$105,206,706SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$105,206,706SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$36,706,385CorporateStockEOYAmt
Corporate Stock EOYFMV$36,706,385CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$18,773,929OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,773,929OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$160,687,020TotalAssetsEOYAmt
Total Assets EOYFMV$160,687,020TotalAssetsEOYFMVAmt
Loans From Officers EOY$44,599LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,599TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$0UnrestrictedBOYAmt
Unrestricted EOY$160,642,421UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$160,642,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$160,687,020TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$162,277,580ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$162,277,580SubtotalAmt
Other Decreases$1,635,159OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$160,642,421TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESD$2,220,302$1,867,522$352,780$352,780
PUBLICLY TRADED SECURITIESD$1,785,781$660,296$1,125,485$1,125,485
FieldValueIRS element (for citing)
Capital Gain Net Income$1,478,265CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$78,256,671NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,443NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,443AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,849QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,443InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,443SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,443TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$36,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$17,557OverpaymentAmt
Applied To ES Tax$17,557AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICK ROADARMELIndividualWithBooksNm
Phone4125806297PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1103 GAMMA DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA S SHEAR
103 GAMMA DRIVE SUITE 120PITTSBURGHPA15238PRESIDENT/DIRECTOR0.20$0$0$0
HERBERT S SHEAR
103 GAMMA DRIVE SUITE 120PITTSBURGHPA15238VICE PRESIDENT/DIRECTOR0.20$0$0$0
GERALD A SHEAR
103 GAMMA DRIVE SUITE 120PITTSBURGHPA15238SECRETARY/DIRECTOR0.20$0$0$0
JOHN A SHEAR
103 GAMMA DRIVE SUITE 120PITTSBURGHPA15238TREASURER/DIRECTOR0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,076,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,659,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,712,300FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,448,397TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$79,448,397AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,191,726CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,256,671NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,912,834MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,912,834MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,443TaxBasedOnInvestmentIncomeAmt
Total Tax$18,443TotalTaxAmt
Distributable Before Adj$3,894,391DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,894,391DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,894,391DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,849QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,443PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$406AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,894,391DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,849QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,849AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,875,542UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA S SHEARContributingManagerNm
Contributing ManagerHERBERT S SHEARContributingManagerNm
Contributing ManagerGERALD A SHEARContributingManagerNm
Contributing ManagerJOHN A SHEARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,032ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$411,628ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,478,265ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,894,925ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,894,925TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
HERBERT S AND BARBARA S SHEAR
1215 N WOODLAND ROADPITTSBURGHPA15232$130,265,430Yes (X)Yes (X)
JOHN S SHEAR
21916 N HONORECHICAGOIL60622$15,000,000Yes (X)
GERALD A SHEAR
3200 HOOVER AVE UNIT 1704LAS VEGASNV89101$15,222,659Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS PUBLICLY TRADED SECURITIES$6,665,4302015-07-01
3VARIOUS PUBLICLY TRADED SECURITIES$1,855,5932015-07-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$15,701Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,951DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (136 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10,000 SHS BERKSHIRE HATHAWAY$1,320,400$1,320,400
20,000 SHS CHEVRON CORPORATION$1,799,200$1,799,200
50,000 SHS CISCO SYSTEMS INC$1,357,750$1,357,750
30,000 SHS COCO COLA COMPANY$1,288,800$1,288,800
80,000 SHS CORNING INC$1,462,400$1,462,400
15,000 SHS CVS HEALTH CORP$1,466,550$1,466,550
20,000 SHS DEERE & CO$1,525,400$1,525,400
32,000 SHS DU PONT EL DE NEMOUR$2,131,200$2,131,200
10,000 SHS FEDEX CORPORATION$1,489,900$1,489,900
55,000 SHS GENERAL MOTORS CO$1,870,550$1,870,550
40,000 SHS INTEL CORP$1,378,000$1,378,000
12,000 SHS JOHNSON & JOHNSON$1,232,640$1,232,640
20,000 SHS JPMORGAN CHASE & CO$1,320,600$1,320,600
30,000 SHS MICROSOFT CORP$1,664,400$1,664,400
40,000 SHS PFIZER INCORPORATED$1,291,200$1,291,200
40,000 SHS QUALCOMM INC$1,999,400$1,999,400
20,000 SHS VERIZON COMMUNICATION$924,400$924,400
10,000 SHS 3M COMPANY$1,506,400$1,506,400
600 SHS ALLERGAN PLC$187,500$187,500
230 SHS ALPHABET INC$178,942$178,942
2,900 SHS AMPHENOL CORP$151,467$151,467
2,270 SHS APPLE INC$238,940$238,940
940 SHS BERKSHIRE HATHAWAY$124,118$124,118
330 SHS BIOGEN INC$101,096$101,096
660 SHS BUFFALO WILD WINGS$105,369$105,369
1,400 SHS CASEYS GEN STORE$168,630$168,630
2,295 SHS COGNIZANT TECH SOLU$137,746$137,746
2,600 SHS CONOCOPHILLIPS$121,394$121,394
1,140 SHS CUMMINS INC$100,331$100,331
1,730 SHS CVS HEALTH CORP$169,142$169,142
2,800 SHS DOLLAR TREE INC$216,216$216,216
1,380 SHS ECOLAB INC$157,844$157,844
1,500 SHS EXPRESS SCRIPTS HLDG$131,115$131,115
3,320 SHS FASTENAL CO$135,522$135,522
870 SHS FLEETCOR TECHNOLOGIE$124,349$124,349
1,800 SHS GILEAD SCIENCES INC$182,142$182,142
1,350 SHS INTUIT INC$130,275$130,275
2,200 SHS MASTERCARD INC$214,192$214,192
2,100 SHS MAXIMUS INC$118,125$118,125
1,600 SHS MIDDLEBY CORP$172,592$172,592
2,700 SHS NOVO-NORDISK A-S$156,816$156,816
2,500 SHS ORACLE CORPORATION$91,325$91,325
1,300 SHS PEPSICO INCORPORATED$129,896$129,896
960 SHS PERRIGO CO PLC$138,912$138,912
1,900 SHS PHILLIPS 66$155,420$155,420
150 SHS PRICELINE GROUP$191,243$191,243
540 SHS SHERWIN WILLIAMS CO$140,184$140,184
2,480 SHS TJX COMPANIES INC$175,857$175,857
2,040 SHS UNION PACIFIC CORP$159,528$159,528
2,450 SHS WELLS FARGO & CO$133,182$133,182
2,963 SHS ABBOTT LABORATORIES$133,068$133,068
1,969 SHS AMETEK INC$104,983$104,983
3,089 SHS AMPHENOL CORP$161,338$161,338
848 SHS ANSYS INC$78,440$78,440
1,156 SHS APPLE INC$121,681$121,681
1,417 SHS AUTO DATA PROCESSING$120,048$120,048
1,014 SHS CELGENE CORP$121,437$121,437
5,285 SHS CHARLES SCHWAB CORP$174,035$174,035
84 SHS CHIPOTLE MEXICAN GRILL$40,307$40,307
1,178 SHS COLGATE-PALMOLIVE CO$78,478$78,478
1,571 SHS ECOLAB INC$179,691$179,691
1,692 SHS MASTERCARD INC$164,733$164,733
102 SHS PRICELINE GROUP$130,045$130,045
2,074 SHS QUINTILE TRANSLNATL$142,401$142,401
745 SHS RALPH LAUREN CORP$83,053$83,053
2,633 SHS SENSATA TECH HLDGS$121,276$121,276
1,546 SHS VERISK ANALYTICS INC$118,856$118,856
2,010 SHS VF CORPORATION$125,123$125,123
1,543 SHS YUM BRANDS INC$112,717$112,717
3,553 SHS ZOETIS INC$170,260$170,260
343 SHS AETNA INC$37,085$37,085
792 SHS ALLSTATE CORPORATION$49,175$49,175
429 SHS AMER ELECTRIC PWR CO$24,998$24,998
260 SHS AMERN FINANCIAL GP$18,741$18,741
521 SHS APPLE INC$54,840$54,840
1,963 SHS APPLIED MATERIALS$36,649$36,649
1,086 SHS BANK OF AMERICA CORP$18,277$18,277
341 SHS CAPITAL ONE FINL$24,613$24,613
347 SHS CARNIVAL CORP$18,905$18,905
1,012 SHS CF INDUSTRIES HLDG$41,300$41,300
204 SHS CHEVRON CORPORATION$18,352$18,352
1,370 SHS CISCO SYSTEMS INC$37,202$37,202
489 SHS CLOROX COMPANY$62,020$62,020
754 SHS COMPUTER SCIENCES CO$24,641$24,641
718 SHS DELTA AIR LINES INC$36,395$36,395
717 SHS DOW CHEMICAL COMPANY$36,911$36,911
932 SHS DR PEPPER SNAPPLE GP$86,862$86,862
705 SHS EATON CORP PLC$36,688$36,688
473 SHS EXXON MOBIL CORP$36,870$36,870
1,068 SHS FIDELITY NATL FINL$37,028$37,028
1,219 SHS FIFTH THIRD BANCORP$24,502$24,502
1,108 SHS FIRST AMER FINANCIAL$39,777$39,777
1,748 SHS FORD MOTOR COMPANY$24,629$24,629
968 SHS FS INVESTMENT CORP$8,702$8,702
1,102 SHS GAMESTOP CORP$30,900$30,900
363 SHS GILEAD SCIENCES INC$36,732$36,732
2,132 SHS HP INC$25,243$25,243
185 SHS HASBRO INC$12,462$12,462
1,415 SHS HEWLETT PACKARD ENTE$21,508$21,508
189 SHS HOME DEPOT INC$24,995$24,995
332 SHS ILLINOIS TOOL WORKS$30,770$30,770
1,073 SHS INTEL CORP$36,965$36,965
622 SHS JETBLUE AIRWAYS CORP$14,088$14,088
724 SHS JOHNSON & JOHNSON$74,369$74,369
1,033 SHS JPMORGAN CHASE & CO$68,209$68,209
690 SHS KIMBERLY-CLARK CORP$87,837$87,837
209 SHS L-3 COMMUNICATIONS$24,978$24,978
143 SHS LOCKHEED MARTIN CORP$31,052$31,052
780 SHS LYONDELLBASELL INDS$67,782$67,782
598 SHS MAGNA INTL INC$24,255$24,255
317 SHS MC DONALDS CORP$37,450$37,450
474 SHS MERCK & CO INC$25,037$25,037
518 SHS METLIFE INC$24,973$24,973
1,797 SHS MICROSOFT CORP$99,698$99,698
648 SHS NISOURCE INC HOLDING$12,642$12,642
666 SHS OLD REPUBLIC INTL CO$12,408$12,408
2,491 SHS PFIZER INCORPORATED$80,409$80,409
1,095 SHS PPL CORPORATION$37,372$37,372
705 SHS PROCTER & GAMBLE$55,984$55,984
324 SHS PUB SVC ENTERPISE GP$12,536$12,536
2,053 SHS REGAL ENTERTAINMENT$38,740$38,740
850 SHS RR DONNELLEY & SONS$12,512$12,512
116 SHS SCOTTS MIRACLE GROUP$7,483$7,483
598 SHS TARGET CORPORATION$43,421$43,421
441 SHS TEXAS INSTRUMENTS$24,171$24,171
223 SHS TRAVELERS COMPANIES$25,168$25,168
212 SHS UNITEDHEALTH GRP INC$24,940$24,940
522 SHS VALERO ENERGY CORP$36,911$36,911
1,847 SHS VERIZON COMMUNICATN$86,616$86,616
780 SHS VODAFONE GROUP$25,163$25,163
468 SHS WASTE MANAGEMENT INC$24,977$24,977
1,483 SHS WELLS FARGO & CO$80,616$80,616
293 SHS WESTAR ENERGY INC$12,426$12,426
2,873 SHS XEROX CORP$30,540$30,540
262 SHS XILINX INC$12,306$12,306
1,110 SHS RLJ LODGING TRUST REIT$24,009$24,009

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
5,150 SHS ISHARES MSCI EAFE ETFAT COST$302,408$302,408
6,000 SHS ISHS RUSSELL TOP 200 GRAT COST$321,240$321,240
16,200 SHS VANGUARD GROWTH ETFAT COST$1,723,518$1,723,518
6,050 SHS VANGUARD SM CAP GROWTHAT COST$734,712$734,712
88,126.517 SHS EFA INTL VALUE PORTAT COST$1,412,668$1,412,668
50,000 SHS VANGUARD FTSE DEV MKTSAT COST$1,836,000$1,836,000
50,000 SHS VANGUARD FTSE EMER MKTS ETFAT COST$1,635,500$1,635,500
4,500 SHS MESIROW ABSOL RTN FUND, LTDAT COST$4,333,719$4,333,719
69,612 SHS ARCHIPELAGO HLDGS, LTDAT COST$1,979,277$1,979,277
CORMORANT PRIV HEALTHCARE FD I LPAT COST$2,494,887$2,494,887
IONAT COST$2,000,000$2,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$3,898LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,898DisbursementsCharitablePrpsAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonSHEAR INVESTMENTS LLCLenderPersonNm
Loan Original$44,599LoanOriginalAmt
Balance Due$44,599BalanceDueAmt
Repayment TermsPAY IN FULLRepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerN/ASecurityProvidedBorrowerTxt
Loan PurposeINITIAL START UP EXPENSESLoanPurposeTxt
Lender ConsiderationN/ALenderConsiderationDesc

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$1,635,159Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$260RevenueAndExpensesPerBooksAmt
Net Investment Income$260NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$49,577Amt
Net Investment Income$49,577NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
HERBERT S BARBARA S SHEAR
215 N WOODLAND ROADPITTSBURGHPA15232
JOHN S SHEAR
1916 N HONORECHICAGOIL60622
GERALD A SHEAR
200 HOOVER AVE UNIT 1704LAS VEGASNV89101

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$36,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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