The Sam Schubert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 20 grants totaling $123K. Net investment income was $222K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+10.9% YoY
Annual Giving
$123K
-13.5% YoY
Grant Count
20
+5.3% YoY
Avg Grant Size
$6K
-17.9% YoY
Under IRS private-foundation payout rules, The Sam Schubert Foundation reported a distributable amount of $145K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sam Schubert Foundation
Based on IRS filings
The Sam Schubert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 20 grants totaling $123K. Net investment income was $222K.
Focus Areas
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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 | $3,056,967 | $2,756,038 | $2,379,330 |
| Revenue | $365,328 | $305,997 | $128,625 |
| Expenses | $167,206 | $181,621 | $137,093 |
| Qualifying Distributions | $125,350 | $143,935 | $124,845 |
| Net Investment Income | $222,486 | $195,623 | $113,466 |
| Distributable Amount | $145,194 | $123,736 | $121,103 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Yew Dell Botanical Gardens ($25,250), The Nature Conservancy of Kentucky ($21,500), Boys and Girls Country ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BACKSIDE LEARNING CENTER LOUISVILLE, KY | GENERAL OPERATING FUND | $5,000 |
| BOYS AND GIRLS COUNTRY HOCKLEY, TX | GENERAL OPERATING FUND | $10,000 |
| CENTER FOR WOMEN & FAMILIES LOUISVILLE, KY | GENERAL OPERATING FUND | $10,000 |
| DARE TO CARE LOUISVILLE, KY | GENERAL OPERATING FUND | $2,500 |
| FILSON HISTORICAL SOCIETY LOUISVILLE, KY | GENERAL OPERATING FUND | $1,000 |
| GILDA'S CLUB LOUISVILLE LOUISVILLE, KY | GENERAL OPERATING FUND | $200 |
| KENTUCKY EDUCATIONAL TELEVISION FOUNDATION LOUISVILLE, KY | GENERAL OPERATING FUND | $500 |
| LEGAL AID SOCIETY LOUISVILLE, KY | GENERAL OPERATING FUND | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY RYE BROOK, NY | GENERAL OPERATING FUND | $500 |
| LOUISVILLE COLLEGIATE SCHOOL LOUISVILLE, KY | GENERAL OPERATING FUND | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARJORIE B SCHUBERT | CHAIR/SECRETARY | 1 | — |
| R ALLEN SCHUBERT | PRESIDENT/TREASURER | 1 | — |
| GEORGE A SCHUBERT | VICE PRESIDENT | 1 | — |
| PETER G SCHUBERT | VICE PRESIDENT | 1 | — |
| CHARLES T SCHUBERT | VICE PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Sam Schubert Foundation?
The Sam Schubert Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. It holds $3.1M in total assets as of 2024.
How large is The Sam Schubert Foundation?
As of 2024, The Sam Schubert Foundation holds $3.1M in total assets with $365K in annual revenue. It awarded 20 grants totaling $123K in 2024.
Where does The Sam Schubert Foundation operate?
The Sam Schubert Foundation has awarded grants in Alabama, District of Columbia, Georgia, Illinois, Indiana, Kentucky, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia.
What size grants does The Sam Schubert Foundation award?
In 2024, The Sam Schubert Foundation awarded 20 grants totaling $123K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Sam Schubert Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sam Schubert Foundation reported a distributable amount of $145K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Sam Schubert Foundation's EIN?
The Sam Schubert Foundation's EIN (Employer Identification Number) is 20-0447577. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Sam Schubert Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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