Nonprofit · EIN 20-0447577
SAM SCHUBERT FOUNDATION
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $570,886 | $179,646 | $391,240 | $3,372,722 | $0 | $3,372,722 |
| December 31, 2024 | 990-PF | $365,328 | $167,206 | $198,122 | $3,056,967 | $0 | $3,056,967 |
| December 31, 2023 | 990-PF | $305,997 | $181,621 | $124,376 | $2,756,038 | $0 | $2,756,038 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $120,178
- Dividends
- $53,948
- Net gain from sales of assets
- $394,865
- Other income
- $1,895
Expenses
- Grants and similar amounts paid
- $135,285
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $136,910
- Excise tax on investment income
- $5,712
Balance sheet and other
- Total assets, start of year
- $3,056,967
- Total assets, end of year
- $3,372,722
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,372,722
- Fair market value of assets
- $3,372,722
- Qualifying distributions
- $136,910
- Net investment income
- $450,160
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORIE B SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | CHAIR/SECRETARY | 1 | $0 |
| R ALLEN SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | PRESIDENT/TREASURER | 1 | $0 |
| GEORGE A SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| PETER G SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| CHARLES T SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORIE B SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | CHAIR/SECRETARY | 1 | $0 |
| R ALLEN SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | PRESIDENT/TREASURER | 1 | $0 |
| GEORGE A SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| PETER G SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| CHARLES T SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORIE B SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | CHAIR/SECRETARY | 1 | $0 |
| R ALLEN SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | PRESIDENT/TREASURER | 1 | $0 |
| GEORGE A SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| PETER G SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
| CHARLES T SCHUBERT 5411 ORCHARD RIDGE LANE, LOUISVILLE, KY 40222 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 333 E MAIN ST STE 300, LOUISVILLE, KY 40202-1256
- In care of
- % R ALLEN SCHUBERT
- Signed the 990-PF
- MARJORIE B SCHUBERT, PRESIDENT
- Phone
- (713) 320-9835
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0447577
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,372,722
- Income (IRS master file)
- $709,006
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $570,886 | $179,646 | $3,372,722 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $365,328 | $167,206 | $3,056,967 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $305,997 | $181,621 | $2,756,038 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0447577).
Questions about SAM SCHUBERT FOUNDATION
- What is the EIN of SAM SCHUBERT FOUNDATION?
- The employer identification number (EIN) of SAM SCHUBERT FOUNDATION is 20-0447577.
- Is SAM SCHUBERT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SAM SCHUBERT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM SCHUBERT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM SCHUBERT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM SCHUBERT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SAM SCHUBERT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAM SCHUBERT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $570,886, expenses of $179,646 and total assets of $3,372,722 at year end.
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