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Lee Shubert Uw Tr Fbo Shubert Foundation

  • Pomfret, CT
  • Tax-exempt since March 1972
  • EIN: 13-6260534

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$302k (2024)

Expenses
$287k (2024)

Total Assets
$4.16M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$301,525
Expenses
$286,553
Net Income
$14,972
Net Assets
$4,158,794
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $117,810
39.1%
Sales of Assets $183,715
60.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $226,285
79.0%
Compensation of Officers* $31,498
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,158,794
Total Liabilities $0
Net Assets $4,158,794
Compensation
Key Employees and Officers Compensation Other
Warren S Golde (Trustee) $15,749 $0
Lynne C Underwood (Trustee) $15,749 $0

Document Links

990-PF
Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,613
Expenses
$287,275
Net Income
-$10,662
Net Assets
$4,143,360
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $133,750
48.4%
Sales of Assets $142,863
51.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,572
73.6%
Compensation of Officers* $28,820
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,143,360
Total Liabilities $0
Net Assets $4,143,360
Compensation
Key Employees and Officers Compensation Other
Warren S Golde (Trustee) $14,410 $0
Lynne C Underwood (Trustee) $14,409 $0

Document Links

990-PF
Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$589,337
Expenses
$326,694
Net Income
$262,643
Net Assets
$4,154,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,737
19.1%
Sales of Assets $476,600
80.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,710
78.6%
Compensation of Officers* $34,932
10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,154,027
Total Liabilities $0
Net Assets $4,154,027
Compensation
Key Employees and Officers Compensation Other
Warren S Golde (Trustee) $17,466 $0
Lynne C Underwood (Trustee) $17,466 $0

Document Links

990-PF
Filed on April 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$493,012
Expenses
$289,765
Net Income
$203,247
Net Assets
$3,891,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $129,009
26.2%
Sales of Assets $364,003
73.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $226,268
78.1%
Compensation of Officers* $30,592
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,891,384
Total Liabilities $0
Net Assets $3,891,384
Compensation
Key Employees and Officers Compensation Other
Warren S Golde (Trustee) $15,296 $0
Lynne C Underwood (Trustee) $15,296 $0

Document Links

990-PF
Filed on Jan. 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$249,925
Expenses
$250,129
Net Income
-$204
Net Assets
$3,688,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,051
44.4%
Sales of Assets $138,864
55.6%
Other Income $10
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,594
73.8%
Compensation of Officers* $27,588
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,688,114
Total Liabilities $1
Net Assets $3,688,113
Compensation
Key Employees and Officers Compensation Other
Warren S Golde (Trustee) $13,794 $0
Lynne C Underwood (Trustee) $13,794 $0

Document Links

990-PF
Filed on June 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$316,781
Expenses
$265,594
Net Income
$51,187
Net Assets
$3,688,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,085
34.1%
Sales of Assets $208,681
65.9%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $193,810
73.0%
Compensation of Officers* $26,878
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,688,318
Total Liabilities $0
Net Assets $3,688,318

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$298,303
Expenses
$246,278
Net Income
$52,025
Net Assets
$3,706,428
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $123,556
41.4%
Sales of Assets $174,747
58.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,797
75.8%
Compensation of Officers* $25,931
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,706,428
Total Liabilities $0
Net Assets $3,706,428

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$320,715
Expenses
$227,705
Net Income
$93,010
Net Assets
$3,654,403
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,665
32.6%
Sales of Assets $216,050
67.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,112
84.4%
Compensation of Officers* $24,677
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,654,403
Total Liabilities $0
Net Assets $3,654,403

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,349
Expenses
$212,704
Net Income
-$22,355
Net Assets
$3,563,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,039
5.8%
Dividends $97,602
51.3%
Sales of Assets $81,708
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,852
82.7%
Compensation of Officers* $23,448
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,563,174
Total Liabilities $0
Net Assets $3,563,174

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,197
Expenses
$157,129
Net Income
-$116,932
Net Assets
$3,590,727
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,256
10.6%
Dividends $39,402
98.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,378
9.8%
Compensation of Officers* $17,187
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,590,727
Total Liabilities $0
Net Assets $3,590,727

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$278,415
Expenses
$186,595
Net Income
$91,820
Net Assets
$3,707,620
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $175,856
63.2%
Dividends $26,556
9.5%
Sales of Assets $76,003
27.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $165,659
88.8%
Compensation of Officers* $22,402
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,707,620
Total Liabilities $0
Net Assets $3,707,620

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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