Sam Schubert Foundation

Louisville, KY
Tax-exempt since May 2004
EIN: 20-0447577

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$365k (2024)

Expenses

$167k (2024)

Total Assets

$3.06M (2024)

Total Liabilities

$0 (2024)

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 Dec.
2024

Revenue

$365,328

Expenses

$167,206

Net Income

$198,122

Net Assets

$3,056,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,136	28.8%
Interest Revenue	$12,892	3.5%
Dividends	$43,088	11.8%
Sales of Assets	$201,774	55.2%
Other Income	$2,438	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,350	75.0%
Compensation of Officers*	$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	$3,056,967
Total Liabilities	$0
Net Assets	$3,056,967

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (Chair/Secretary)	$0	$0
R Allen Schubert (President/Treasurer)	$0	$0
George A Schubert (Vice President)	$0	$0
Peter G Schubert (Vice President)	$0	$0
Charles T Schubert (Vice President)	$0	$0

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990-PF

Filed on Oct. 1, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$305,997

Expenses

$181,621

Net Income

$124,376

Net Assets

$2,756,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$78,510	25.7%
Interest Revenue	$11,787	3.9%
Dividends	$42,478	13.9%
Sales of Assets	$173,222	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,935	79.3%
Compensation of Officers*	$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	$2,756,038
Total Liabilities	$0
Net Assets	$2,756,038

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (Chair/Secretary)	$0	$0
R Allen Schubert (President/Treasurer)	$0	$0
George A Schubert (Vice President)	$0	$0
Peter G Schubert (Vice President)	$0	$0
Charles T Schubert (Vice President)	$0	$0

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990-PF

Filed on Sept. 9, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$128,625

Expenses

$137,093

Net Income

-$8,468

Net Assets

$2,379,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$83,420	64.9%
Interest Revenue	$97	0.1%
Dividends	$34,278	26.6%
Sales of Assets	-$9,172
Other Income	$20,002	15.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,845	91.1%
Compensation of Officers*	$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	$2,379,330
Total Liabilities	$0
Net Assets	$2,379,330

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 2, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$311,674

Expenses

$119,022

Net Income

$192,652

Net Assets

$2,866,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,960	21.2%
Interest Revenue	$3	0.0%
Dividends	$36,122	11.6%
Sales of Assets	$196,861	63.2%
Other Income	$12,728	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,575	86.2%
Compensation of Officers*	$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	$2,867,957
Total Liabilities	$1,285
Net Assets	$2,866,672

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$65,290

Expenses

$50,553

Net Income

$14,737

Net Assets

$2,279,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.1%
Dividends	$33,622	51.5%
Sales of Assets	$29,472	45.1%
Other Income	$2,160	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,300	81.7%
Compensation of Officers*	$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	$2,280,334
Total Liabilities	$1,285
Net Assets	$2,279,049

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$274,637

Expenses

$139,027

Net Income

$135,610

Net Assets

$2,380,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$130,512	47.5%
Interest Revenue	$332	0.1%
Dividends	$34,926	12.7%
Sales of Assets	$105,729	38.5%
Other Income	$3,138	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,750	93.3%
Compensation of Officers*	$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	$2,380,522
Total Liabilities	$1
Net Assets	$2,380,521

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 8, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$290,349

Expenses

$171,133

Net Income

$119,216

Net Assets

$1,376,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$136,230	46.9%
Interest Revenue	$138	0.0%
Dividends	$31,859	11.0%
Sales of Assets	$119,036	41.0%
Other Income	$3,086	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,650	90.4%
Compensation of Officers*	$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	$1,376,237
Total Liabilities	$0
Net Assets	$1,376,237

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$338,602

Expenses

$94,496

Net Income

$244,106

Net Assets

$874,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$203,810	60.2%
Interest Revenue	$23	0.0%
Dividends	$31,795	9.4%
Sales of Assets	$102,974	30.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,500	88.4%
Compensation of Officers*	$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	$874,246
Total Liabilities	$0
Net Assets	$874,246

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on July 24, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$60,350

Expenses

$71,127

Net Income

-$10,777

Net Assets

$699,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$32,502	53.9%
Sales of Assets	$27,845	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	84.4%
Compensation of Officers*	$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	$699,448
Total Liabilities	$0
Net Assets	$699,448

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 19, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$100,150

Expenses

$65,137

Net Income

$35,013

Net Assets

$709,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,767	34.7%
Sales of Assets	$65,383	65.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,500	96.0%
Compensation of Officers*	$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	$709,723
Total Liabilities	$0
Net Assets	$709,723

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on June 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$57,733

Expenses

$76,840

Net Income

-$19,107

Net Assets

$682,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,131	59.1%
Sales of Assets	$23,602	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,500	82.6%
Compensation of Officers*	$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	$682,840
Total Liabilities	$0
Net Assets	$682,840

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 17, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$56,784

Expenses

$63,688

Net Income

-$6,904

Net Assets

$700,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,314	58.7%
Sales of Assets	$23,470	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,500	87.1%
Compensation of Officers*	$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	$700,583
Total Liabilities	$0
Net Assets	$700,583

Compensation

Key Employees and Officers	Compensation	Other
Marjorie B Schubert (President)	$0	$0
Carter Lee (Member At Large)	$0	$0
R Allen Schubert (Secretary/Treasurer)	$0	$0

990-PF

Filed on April 28, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$26,277

Expenses

$60,185

Net Income

-$33,908

Net Assets

$707,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,563	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	83.1%
Compensation of Officers*	$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	$707,070
Total Liabilities	$0
Net Assets	$707,070

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$24,069

Expenses

$54,561

Net Income

-$30,492

Net Assets

$743,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,130	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,550	83.5%
Compensation of Officers*	$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	$743,387
Total Liabilities	$0
Net Assets	$743,387

990-PF

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

Fiscal Year Ending Dec.
2008

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

990-PF

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

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.

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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.

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Sam Schubert Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $365k (2024)

Expenses $167k (2024)

Total Assets $3.06M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$365k (2024)

Expenses

$167k (2024)

Total Assets

$3.06M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003