Shear Family Foundation Inc

Foundation· Pittsburgh, Pennsylvania

Foundation, based in Pittsburgh, Pennsylvania, reporting $226M in assets.

Composed from this allocator's classification, location and filed figures.

As of Oct 16, 2026 · the latest dated event for this allocator; each figure carries its own filing or report date

$226M assets · 80 fund commitmentsAll 3

Assets: $226M
Fund commitments: 80
Managers: 33

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (80)Allocation policy Managers

As of Oct 16, 2026 · the latest dated event for this allocator; each figure carries its own filing or report date

Work here? Correct this profile

Latest dated change: Oct 16, 2026, Re-up prospect for Energize Ventures Fund III LP: condition no longer holds; not judged. Every change is listed below.

30 more managers and 77 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path

Shear Family Foundation Inc

Funds committed to

CORMORANT PRIVATE HEALTHCARE FUND I, LP1 commitment
CHICAGO VENTURES FUND III, LP1 commitment
OAKTREE OPPORTUNITIES FUND XI1 commitment

All 32

Managers

Oaktree Capital Management, LP4 commitments
Kayne Anderson Capital Advisors LP4 commitments
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC4 commitments

All 33

Relationship network

113 connected entities80 observed commitments12 repeat counterparties14 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Fund or vehicle

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesFoundation · EIN 471833006Show

Foundation

Assets

$226M

Total assets, Dec 31, 2024 reported

Funded

no pension liability

not filed

Private markets target

no policy read

policy Dec 31, 2024

Commitments

33 managers on Schedule C

Allocation policy

IRS 990, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

406 VENTURES IV $955,688
406 VENTURES OPPORTUNITY FUND I $1.5M
406 VENTURES OPPORTUNITY FUND II $658,188
406 VENTURES V $264,269

Consultants and advisers

No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

33 managers on the commitment tape

From the plan’s own commitment disclosures

Oaktree Capital Management, LP4 rows, latest Dec 31, 2024
Kayne Anderson Capital Advisors LP4 rows, latest Dec 31, 2024
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC4 rows, latest Dec 31, 2024

+30 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

What changed

4 events

Oct 16, 2026Re-up prospect resolvedreport dateinference
Re-up prospect for Energize Ventures Fund III LP: condition no longer holds; not judged
with Energize Capital LLC
Sep 24, 2026Re-up prospect resolvedreport dateinference
Re-up prospect for Cormorant Private Healthcare Fund VI, LP: condition no longer holds; not judged
with Cormorant Asset Management, LP
Nov 10, 2025Re-up prospectinference
Shear Family Foundation Inc holds CORMORANT PRIVATE HEALTHCARE FUND III, LP; the manager has a newer fund open: Cormorant Private Healthcare Fund VI, LP (state not recorded, Form D first sale 2025-11-10); no commitment to it on the graph; 2 fund(s) of the series between them not held either
with Cormorant Asset Management, LP
Dec 27, 2023Re-up prospectinference
Shear Family Foundation Inc holds ENERGIZE VENTURES FUND II, LP; the manager is raising: Energize Ventures Fund III LP (fundraising, Form D first sale 2023-12-27); no commitment to it on the graph
with Energize Capital LLC

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

80 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2024	OWL VENTURES FUND V, LP	OWL Ventures	Private equity	$759,313 held		Disclosed holding	apps.irs.gov
as of Dec 31, 2024	CORMORANT PRIVATE HEALTHCARE FUND I, LP	Cormorant Asset Management, LP	Private equity	$399,095 held	2016	Disclosed holding	apps.irs.gov
as of Dec 31, 2024	NEWROAD CAPITAL FUND III, LP	Newroad Capital Partners, LLC	Private equity	$1.9M held		Disclosed holding	apps.irs.gov

+77 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

3 readings

Total assets

$226M Dec 31, 2024 reported IRS 990

$226M (2024-12)

Income

$36.1M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: EIN 471833006

Cross-graph: family office graph (shared ein)

First observed Sep 15, 2026, last observed Oct 16, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target.

Across the graphs

Shear Family Foundation Inc is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Shear Family Foundation Inc sits on 152 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to PE fund to manager to companyAllocator to VC fund to manager to company

DFX traced 152 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

5 dated events on the change ledger, latest event first

Re up prospect resolved
2026-10-16
Re up prospect resolved
2026-09-24
Re up prospect
2025-11-10

+2 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+65 connections on the graph