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Lee Shubert Uw Trust Fbo Shubert Foundation is a private trust based in POMFRET, CT. The foundation received its IRS ruling in 1972. The principal officer is % Ffcllc. It holds total assets of $4.2M. Annual income is reported at $302K. THE TRUST ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY. According to available records, Lee Shubert Uw Trust Fbo Shubert Foundation has made 2 grants totaling $308K, with a median grant of $154K. Annual giving has grown from $122K in 2020 to $186K in 2022. Individual grants have ranged from $122K to $186K, with an average award of $154K. Grant recipients are concentrated in New York. Contributions to this foundation are tax-deductible.
THE TRUST ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY
THROUGH A PROGRAM OF CHARITABLE GIVING AND DOES NOT CONDUCT ANY DIRECT CHAR ACTIVITY OR MAKE
PROGRAM RELATED INVESTMENTS PURSUANT TO THIS FACT THIS TRUST NEED NOT NEED NOT ALLOCATE ITS ADMINISTRATIVE EXPENSES IN ANY MANNER GREATER THAN
WHAT HAS BEEN SET FORTH ON PART 1 PAGE 1
THE TRUST ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in NY.
Lee Shubert Uw Trust Fbo Shubert Foundation has distributed a total of $308K across 2 grants. The median grant size is $154K, with an average of $154K. Individual grants have ranged from $122K to $186K.
Lee Shubert Uw Trust Fbo Shubert Foundation typically selects its grantees rather than accepting unsolicited proposals.
Lee Shubert Uw Trust Fbo Shubert Foundation is headquartered in POMFRET, CT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Warren S Golde | TRUSTEE | $17K | $0 | $17K |
| Lynne C Underwood | TRUSTEE | $17K | $0 | $17K |
Total Giving
$287K
Total Assets
$4.1M
Fair Market Value
$4.9M
Net Worth
$4.1M
Grants Paid
$156K
Contributions
$0
Net Investment Income
$201K
Distribution Amount
$239K
Total: $4M
Total Grants
2
Total Giving
$308K
Average Grant
$154K
Median Grant
$154K
Unique Recipients
1
Most Common Grant
$122K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Shubert Foundation IncGENERAL CHARITABLE PURPOSES | New York, NY | $186K | 2022 |
DALLAS, TX
LAS VEGAS, NV
DALLAS, TX
CEDAR RAPIDS, IA
NEW YORK, NY
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