The Sam Schubert Foundation
The Sam Schubert Foundation is a private foundation based in Louisville, Kentucky. Its 2025 filing reports 16 grants totaling $135,285, with listed recipients including charitable, educational, legal-aid, and community organizations.
The Sam Schubert Foundation at a glance
In short: The Sam Schubert Foundation gave $135K across 16 grants in 2025 (avg $8K), mostly in Kentucky. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $135,285
- +10.3% vs 2024
- Grants made (2025)
- 16
- -20.0% vs 2024
- Average grant
- $8,455
- +37.9% vs 2024
- Median grant
- $5,000
- Total assets
- $3,372,722
- +10.3% vs 2024
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2025; small sample)
- Primary geography
- Kentucky (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Sam Schubert Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 333 East Main Street Ste 300, Louisville, KY 40202
Phone: (713) 320-9835
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Sam Schubert Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boys and Girls Country ($25K). Together the top 10 received $126K.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 96 grants of 100 (96%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Kentucky (55%), Texas (19%), Tennessee (15%), and South Carolina (11%); the filing reports 0% for the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is The Sam Schubert Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 6 of 16 grantees (38%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $9K; repeat grants $8K. How we count
Medians: $10K first-time, $3K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2020) to $142K (2023). In 2025 it made 16 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys and Girls Country Hockley, TX | General Operating Fund | $25,000 |
| Phoenix Club of Nashville Nashville, TN | General Operating Fund | $20,000 |
| Center for Women & Families Louisville, KY | General Operating Fund | $15,000 |
| United Way of the Low Country Beaufort, SC | General Operating Fund | $15,000 |
| Metro United Way Louisville, KY | General Operating Fund | $15,000 |
| United Way of the Bluegrass Lexington, KY | General Operating Fund | $15,000 |
| Louisville Collegiate School Louisville, KY | General Operating Fund | $8,500 |
| Salvation Army Louisville, KY | General Operating Fund | $5,000 |
| Federation of Appalachian Housing Enterprises Berea, KY | General Operating Fund | $5,000 |
| Filson Historical Society Louisville, KY | General Operating Fund | $2,750 |
Ready to take the next step with The Sam Schubert Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,372,722 | $570,886 | $179,646 | $135,285 | 16 | $136,910 | $410,921 | $153,605 |
| 2024 | $3,056,967 | $365,328 | $167,206 | $122,650 | 20 | $125,350 | $222,486 | $145,194 |
| 2023 | $2,756,038 | $305,997 | $181,621 | $141,850 | 19 | $143,935 | $195,623 | $123,736 |
| 2022 | $2,379,330 | $128,625 | $137,093 | $122,470 | 20 | $124,845 | $113,466 | $121,103 |
| 2021 | $2,867,957 | $311,674 | $119,022 | $101,500 | 25 | $102,575 | $224,228 | $125,596 |
| 2020 | $2,280,334 | $65,290 | $50,553 | $40,155 | 22 | — | $57,322 | $104,125 |
| 2019 | $2,380,522 | $274,637 | $139,027 | $129,750 | 17 | — | $136,515 | $84,349 |
Under IRS private-foundation payout rules, The Sam Schubert Foundation reported a distributable amount of $154K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas their own missions describe as community improvement, education, access to civil legal help, and other community needs. For example, Metro United Way says its mission is to improve lives and the community by engaging people to give, advocate, and volunteer. Louisville Collegiate School says it inspires academic excellence, extraordinary character, and global citizenship. The Legal Aid Society says it works to make justice accessible regardless of financial status and provides free civil legal help.
Grantmaking
In 2025, the foundation gave $135,285 through 16 grants. Grants ranged from $35 to $25,000, with a median grant of $5,000. The largest listed grants were $25,000 to Boys and Girls Country and $20,000 to Phoenix Club of Nashville, both for general operating funds. Other listed grants included $15,000 each to Center for Women & Families, United Way of the Low Country, Metro United Way, and United Way of the Bluegrass; $8,500 to Louisville Collegiate School; and $5,000 each to the Salvation Army and Federation of Appalachian Housing Enterprises. The listed grants were for general operating funds.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Marjorie B. Schubert as chair/secretary; R. Allen Schubert as president/treasurer; and George A. Schubert, Peter G. Schubert, and Charles T. Schubert as vice presidents.
The Sam Schubert Foundation is led by R. Allen Schubert, President & Treasurer since 2023 (on filings since 2019); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
R. Allen Schubert
President & Treasurer
Secretary & Treasurer → President & Treasurer, 2023
On filings since 2019
1 hr/week
No compensation reported
Marjorie B. Schubert
Chair & Secretary
President → Chair & Secretary, 2023
On filings since 2019
1 hr/week
No compensation reported
Charles T. Schubert
Vice President
On filings since 2023
1 hr/week
No compensation reported
George A. Schubert
Vice President
On filings since 2023
1 hr/week
No compensation reported
Peter G. Schubert
Vice President
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Carter Lee (2019–2022) — Member at Large
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Sam Schubert Foundation
How much does The Sam Schubert Foundation give each year?
The Sam Schubert Foundation gave $135K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $123K across 20 grants.
What is The Sam Schubert Foundation's typical grant size?
The Sam Schubert Foundation's median grant in 2025 was $5,000, and its average grant was $8,455, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Sam Schubert Foundation that year got $9K on average.
Where does The Sam Schubert Foundation give grants?
The Sam Schubert Foundation gives mostly in Kentucky: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (19%) and Tennessee (15%). The most frequent recipient cities were Louisville, KY (8 grants).
Does The Sam Schubert Foundation give general operating support?
Yes: 100% of The Sam Schubert Foundation's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Sam Schubert Foundation's largest grantees?
The Sam Schubert Foundation's largest 2025 grantees include Boys and Girls Country ($25,000), Phoenix Club of Nashville ($20,000) and Center for Women & Families ($15,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is The Sam Schubert Foundation?
The Sam Schubert Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $137K in qualifying distributions that year, against a required minimum of $154K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Sam Schubert Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas their own missions describe as community improvement, education, access to civil legal help, and other community needs. See mission & focus areas ↑
How do I apply for a grant from The Sam Schubert Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does The Sam Schubert Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS September 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 22, 2026)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). The Sam Schubert Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-sam-schubert-foundation-morg_0c8fa38fcbae4dc8af680db9f0f571f9
BibTeX
@misc{grantable_200447577_2026,
author = {{Grantable}},
title = {{The Sam Schubert Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-sam-schubert-foundation-morg_0c8fa38fcbae4dc8af680db9f0f571f9},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Sam Schubert Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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