Lee Shubert Uw Tr Fbo Shubert
Lee Shubert Uw Tr Fbo Shubert is a private foundation, based in POMFRET, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 1 grants totaling $166K. Net investment income was $241K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
+0.4% YoY
Annual Giving
$166K
+6.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$166K
+6.6% YoY
About Lee Shubert Uw Tr Fbo Shubert
Based on IRS filings
Lee Shubert Uw Tr Fbo Shubert is a private foundation, based in POMFRET, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 1 grants totaling $166K. Net investment income was $241K.
Ready to take the next step with Lee Shubert Uw Tr Fbo Shubert?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,158,794 | $4,143,360 | $4,154,027 |
| Revenue | $301,525 | $276,613 | $589,337 |
| Expenses | $286,553 | $287,275 | $326,694 |
| Qualifying Distributions | $226,285 | $211,572 | $256,710 |
| Net Investment Income | $241,258 | $200,907 | $518,753 |
| Distributable Amount | $270,046 | $239,306 | $269,220 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WARREN S GOLDE | TRUSTEE | 10 | $15,749 |
| LYNNE C UNDERWOOD | TRUSTEE | 10 | $15,749 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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