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EIN 13-6260534

Lee Shubert Uw TR Fbo Shubert

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Pomfret
State
Connecticut
Year formed
1972
Most recent tax filings
2023-06-01
NTEE code, primary
T20: Private Foundations
Description
Lee Shubert Uw TR Fbo Shubert is a private foundation that primarily funds general charitable purposes. The trust accomplishes its charitable purposes solely through a program of charitable giving and does not conduct any direct charity operations. Grantees include The Shubert Foundation Inc. The foundation made one grant last year.
Also known as...
Lee Shubert TDW F B O the Shubert Foundation Trust; Trust Fbo the Shubert Foundation; The Shubert Foundation Trust; Trust Uw Lee Shubert Fbo; Shubert Foundation; Lee Shubert Tuw Fbo
Total revenues
$276,613
2023
Total expenses
$287,275
2023
Total assets
$4,143,360
2023
Num. employees
0
2023

Program areas at Lee Shubert Uw TR Fbo Shubert

The trust accomplishes its charitable purposes solely
Through a program of charitable giving and does not conduct any direct char activity or make
Program related investments pursuant to this fact this trust need not need not allocate its administrative expenses in any manner greater than
Under the last will and testament of Lee Shubert the residue of theestate is payable to this trust Fbo the Shubert foundation inc underthe terms of this will the trust is to remit all of its net incomepayable to the Shubert foundation inc during the

Grants made by Lee Shubert Uw TR Fbo Shubert

GranteeGrant descriptionAmount
Shubert FoundationGeneral Charitable Purposes$155,694

Personnel at Lee Shubert Uw TR Fbo Shubert

NameTitleCompensation
Warren S GoldeTrustee$14,410
Anthoony J de AngeloOfficer

Financials for Lee Shubert Uw TR Fbo Shubert

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$133,750
Net rental income$0
Net gain from sale of non-inventory assets$142,863
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$276,613

Form 990s for Lee Shubert Uw TR Fbo Shubert

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-01990PFView PDF
2022-062023-04-28990PFView PDF
2021-062022-01-17990PFView PDF
2020-062021-06-24990PFView PDF
2019-062020-10-01990PRView PDF
...and 8 more Form 990s
Data update history
July 12, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 12, 2023
Posted financials
Added Form 990PF for fiscal year 2021
November 2, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 28, 2021
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 2
Pomfret, CT 06258
Metro area
Worcester, MA-CT
County
Northeastern Connecticut Planning Region, CT
IRS details
EIN
13-6260534
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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