UBS Foundation USA
UBS Foundation USA is a private foundation, based in Stamford, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5K in total assets. In 2024, it awarded 1 grant totaling $266.
UBS Foundation USA at a glance
In short: UBS Foundation USA gave $266 across 1 grant in 2024 (avg $266), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $266
- -5.3% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $266
- -5.3% vs 2023
- Median grant
- $266
- Total assets
- $4,888
- -8.2% vs 2023
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who UBS Foundation USA funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Food Bank for NYC ($266).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How UBS Foundation USA gives
- Giving fell 60% from 2021 to 2024. Method
- In 2024 it paid out 166% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $266 (2024) to $1K (2020). In 2024 it made 1 grant totaling $266.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Food Bank for NYC New York, NY | General Operating Purpose | $266 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,888 | $269 | $706 | $266 | 1 | $436 | — | $263 |
| 2023 | $5,325 | $283 | $511 | $281 | 1 | $451 | $223 | $271 |
| 2022 | $5,554 | $97 | $550 | $295 | 1 | $465 | $37 | $294 |
| 2021 | $6,007 | — | $915 | $670 | 1 | $830 | — | $322 |
| 2020 | $6,922 | $23 | $1,517 | $1,250 | 1 | — | — | $359 |
Under IRS private-foundation payout rules, UBS Foundation USA reported a distributable amount of $263 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
UBS Foundation USA's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Marsha Askins
Trustee
On filings since 2020
No compensation reported
Armand Biroonak
Trustee
New on the 2024 filing
No compensation reported
Liza Green
Trustee
New on the 2024 filing
No compensation reported
Former officers (4)
- Former: Jamie Sears (2020–2023) — Trustee
- Former: Cheryl Grassman (2021–2023) — Secretary
- Former: Lorie Feinsilver (2020–2021) — Trustee
- Former: Cherly Grassman (2020) — Secretary
Data from IRS Form 990 filings, 2020–2024. "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 UBS Foundation USA
How much does UBS Foundation USA give each year?
UBS Foundation USA gave $266 across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $281 across 1 grant.
How large is UBS Foundation USA?
UBS Foundation USA reported $5K in total assets on its 2024 IRS Form 990-PF. It paid out $436 in qualifying distributions that year, against a required minimum of $263 (roughly 5% of its investment assets).
Where does UBS Foundation USA operate?
UBS Foundation USA has awarded grants in New York.
What is UBS Foundation USA's EIN?
UBS Foundation USA's EIN (Employer Identification Number) is 04-6032804. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from UBS Foundation USA'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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