The Sam Schubert Foundation FY2024 filing

Tax-deductible

Louisville, KY501(c)(3)Foundations & GrantmakersEIN 20-0447577

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $152K a year · 52% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$365K
+19% vs prior year
Spent
$167K
Net assets
$3.1M
By yearFY2020–FY2025
Revenue
$365K
FY2024▲ +19%
Revenue by fiscal year
FY2020$65K
FY2021$312K
FY2022$129K
FY2023$306K
FY2024$365K
FY2025$571K
Expenses
$167K
FY2024▼ -8%
Expenses by fiscal year
FY2020$51K
FY2021$119K
FY2022$137K
FY2023$182K
FY2024$167K
FY2025$180K
Net assets
$3.1M
FY2024▲ +11%
Net assets by fiscal year
FY2020$2.3M
FY2021$2.9M
FY2022$2.4M
FY2023$2.8M
FY2024$3.1M
FY2025$3.4M

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 73% · $123K Operating & administrative 27% · $45K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990-PF.

Part VII, Section A · reportable compensation
Chair/Secretary
$0Pt VII · Sec A
President/Treasurer
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See The Sam Schubert Foundation executive salaries →

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Programs and updates

A private foundation based in Louisville, KY.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 16 grants · $135K · 2025–2025
Boys and Girls CountryFY2025$25,000
Phoenix Club of NashvilleFY2025$20,000
United Way of the BluegrassFY2025$15,000
Metro United WayFY2025$15,000
United Way of the Low CountryFY2025$15,000
Center for Women & FamiliesFY2025$15,000
Louisville Collegiate SchoolFY2025$8,500
Federation of Appalachian Housing EnterprisesFY2025$5,000
Salvation ArmyFY2025$5,000
Filson Historical SocietyFY2025$2,750
Shaker VillageFY2025$2,500
Legal Aid SocietyFY2025$2,500
Kentucky Educational Television FoundationFY2025$2,500
MD Anderson Cancer CenterFY2025$1,000
West End Preparatory SchoolFY2025$500
National GeographicFY2025$35

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$8K
Median grantPart XV$5K
Largest grantPart XV$25K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$365K
Investment income$258K
Gifts and grants$105K
Other income$2K
Money out
$167K
Grants paid$123K
Running costs$45K
Owns and owes
$3.1M
net assets
Cash and savings$24K
Total assets$3.1M
Liabilities$0
People
5
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$105K
Investment income$258K
Other income$2K
Total revenue$365K
Assets in detailEnd of year
Cash and savings together$24K
Total assets$3.1M
Liabilities$0
Net assets$3.1M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $571K$180K$391K$3.4M 990 PDF
FY2024 Viewing $365K$167K$198K$3.1M 990 PDF
FY2023 $306K$182K$124K$2.8M 990 PDF
FY2022 $129K$137K−$8K$2.4M 990 PDF
FY2021 $312K$119K$193K$2.9M 990 PDF
FY2020 $65K$51K$15K$2.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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