Private Foundation

LEE SHUBERT UW TR FBO SHUBERT

Based in POMFRET, CT, LEE SHUBERT UW TR FBO SHUBERT operates as a Private Foundation. The organization reported $555K in revenue, $330K in expenses, $4.4M in total assets for fiscal year 2025. Imperigo tracks 6 reported grants from this foundation totaling approximately $984K.

EIN: 136260534 POMFRET, CT Latest filing: 2025

Total Revenue$555K

Total Expenses$330K

Total Assets$4.4M

Grants Given6

Grant Total$984K

Filing Years2021–2025

Sample Grants Given

THE SHUBERT FOUNDATION INC

New York, NY · 2024

GENERAL CHARITABLE PURPOSES

$190,272

THE SHUBERT FOUNDATION INC

NEW YORK, NY · 2023

GNERAL CHARITABLE PURPOSES

$166,018

THE SHUBERT FOUNDATION INC

New York, NY · 2022

GENERAL CHARITABLE PURPOSES

$155,694

The Shubert Foundation Inc

New York, NY · 2021

GENERAL CHARITABLE PURPOSES

$186,126

THE SHUBERT FOUNDATION INC

NEW YORK, NY · 2020

GENERAL CHARITABLE PURPOSES

$164,155

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

TRUSTEE Lynne C Underwood

TRUSTEE Warren S Golde

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL CHARITABLE PURPOSES

$817,774 5 grants

GNERAL CHARITABLE PURPOSES

$166,018 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$555K	$330K	$4.4M
2024	$302K	$287K	$4.2M
2023	$277K	$287K	$4.1M
2022	$589K	$327K	$4.2M
2021	$493K	$290K	$3.9M

Between 2021 and 2025, reported annual revenue grew from $493K to $555K (+13%), with total assets most recently reported at $4.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LEE SHUBERT UW TR FBO SHUBERT

Complete financials, all 6 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports