Civic Intelligence

Lee Shubert UW Tr FBO Shubert

EIN 13-6260534 • Pomfret, CT

PO Box 2Pomfret, CT 06258-0002
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

5.0%

Higher net margin than 50% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,749

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

9.0%

Faster revenue growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,158,794

Up $15,434 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,158,794

Up $15,434 (+0.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin50th percentile

Revenue

Up

$301,525

Up $24,912 (+9.0%) from 2023

Expenses

Down

$286,553

Down $722 (-0.3%) from 2023

Net Income

Up

$14,972

Up $25,634 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,707,620Liabilities 2011: $02011Assets 2012: $3,590,727Liabilities 2012: $02012Assets 2013: $3,563,174Liabilities 2013: $02013Assets 2014: $3,654,403Liabilities 2014: $02014Assets 2015: $3,706,428Liabilities 2015: $02015Assets 2019: $3,688,318Liabilities 2019: $02019Assets 2020: $3,688,114Liabilities 2020: $0Net Assets 2020: $3,688,1142020Assets 2021: $3,891,384Liabilities 2021: $0Net Assets 2021: $3,891,3842021Assets 2022: $4,154,027Liabilities 2022: $0Net Assets 2022: $4,154,0272022Assets 2023: $4,143,360Liabilities 2023: $0Net Assets 2023: $4,143,3602023Assets 2024: $4,158,794Liabilities 2024: $0Net Assets 2024: $4,158,7942024

Highlighted filing

2024

Assets$4,158,794
Liabilities$0
Net Assets$4,158,794
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $278,415Expenses 2011: $186,595Net Income 2011: $91,8202011Revenue 2012: $40,197Expenses 2012: $157,129Net Income 2012: -$116,9322012Revenue 2013: $190,349Expenses 2013: $212,704Net Income 2013: -$22,3552013Revenue 2014: $320,715Expenses 2014: $227,705Net Income 2014: $93,0102014Revenue 2015: $298,303Expenses 2015: $246,278Net Income 2015: $52,0252015Revenue 2019: $316,781Expenses 2019: $265,594Net Income 2019: $51,1872019Revenue 2020: $249,925Expenses 2020: $250,129Net Income 2020: -$2042020Revenue 2021: $493,012Expenses 2021: $289,765Net Income 2021: $203,2472021Revenue 2022: $589,337Expenses 2022: $326,694Net Income 2022: $262,6432022Revenue 2023: $276,613Expenses 2023: $287,275Net Income 2023: -$10,6622023Revenue 2024: $301,525Expenses 2024: $286,553Net Income 2024: $14,9722024

Highlighted filing

2024

Revenue$301,525
Expenses$286,553
Net Income$14,972
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,158,794
Liabilities
$0
Net assets
$4,158,794
Revenue
$301,525
Expenses
$286,553
Net income
$14,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.30$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.28$0.29$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.59$0.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.49$0.29$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.25$0.25$0.00
2019Summary only. Only limited summary data is available for this year.$3.69$0.00$0.32$0.27$0.05
2015Summary only. Only limited summary data is available for this year.$3.71$0.00$0.30$0.25$0.05
2014Summary only. Only limited summary data is available for this year.$3.65$0.00$0.32$0.23$0.09
2013Summary only. Only limited summary data is available for this year.$3.56$0.00$0.19$0.21$0.02
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$0.04$0.16$0.12
2011Summary only. Only limited summary data is available for this year.$3.71$0.00$0.28$0.19$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN S GOLDETrusteePT$15,749-$15,749
LYNNE C UNDERWOODTrusteePT$15,749-$15,749
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GNERAL CHARITABLE PURPOSESPFNEW YORK, NY, US$166,018
Filing and Contact Details

Filer

Filer Name
Lee Shubert Uw Tr Fbo Shubert
EIN
13-6260534
Address
PO BOX 2, POMFRET, CT 06258-0002

Signing Officer

Name
Warren S Golde
Title
Trustee
Phone
2037777334
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Fortress Fiduciary Company LLC
Address
PO BOX 2, Pomfret, CT 06258
Preparer
Anthony J De Angelo
Phone
2037777334
Raw XML Appendix266 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0GENERAL CHARITABLE PURP
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0226285
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0270046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt043761
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0211572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0256710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0226268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt043761
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0703970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0211572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0256710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0226268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09420
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0226285
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0703970
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0747731
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0462
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING DIFFERENCES- RET CAP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt168731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FORTRESS FIDUCIARY CO LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MERRILL LYNCH FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010153
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt134365
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010153
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt134365
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN S GOLDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037777334
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE SHUBERT UW TR FBO SHUBERT
ReturnHeader/Filer/BusinessNameControlTxt0LEES
ReturnHeader/Filer/EIN0136260534
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0POMFRET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0062580002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010586692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORTRESS FIDUCIARY COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pomfret
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006258
ReturnHeader/PreparerPersonGrp/PhoneNum02037777334
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J DE ANGELO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T18:12:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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