Funder DirectoryLEE SHUBERT UW TR FBO SHUBERT
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Private foundation (trust)EIN 136260534Est. 1972-03

LEE SHUBERT UW TR FBO SHUBERT

POMFRET, CT 062580002

Total Assets

$4.9M

FY 2022

Annual Giving

$156K

FY 2022

Grants Made

1

FY 2022

Avg Grant

$156K

FY 2022

Grant Range

$156K–$156K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The trust accomplishes its charitable purposes solely

Program 2

Through a program of charitable giving and does not conduct any direct char activity or make

Program 3

Program related investments pursuant to this fact this trust need not need not allocate its administrative expenses in any manner greater than

Program 4

What has been set forth on part 1 page 1

Financial Snapshot

2022 filing

Total Revenue

$277K

Total Expenses

$287K

Qualifying Distributions

$212K

Distributable Amount

$239K

Min. Investment Return

$242K

Payout rate 88%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.88%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2019 to 2022. Peak $186K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

THE SHUBERT FOUNDATION INC
$628K
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

New York
$628K
100% of total

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LEE SHUBERT UW TR FBO SHUBERT — Grants, Financials & Contact | Grantivo