Civic Intelligence

The Sam Schubert Foundation

990PF • Fiscal year 2024 • EIN 20-0447577

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 30, 2025

Organization Profile
333 East Main Street Ste 300Louisville, KY 40202

(713) 320-9835

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

54%

Higher net margin than 89% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

62nd percentile

19%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,056,967

Up $300,929 (+11%) from 2023

Net Assets

Up

$3,056,967

Up $300,929 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Up

$365,328

Up $59,331 (+19%) from 2023

Expenses

Down

$167,206

Down $14,415 (-7.9%) from 2023

Net Income

Up

$198,122

Up $73,746 (+59%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $743,387Liabilities 2011: $02011Assets 2012: $707,070Liabilities 2012: $02012Assets 2013: $700,583Liabilities 2013: $0Net Assets 2013: $700,5832013Assets 2014: $682,840Liabilities 2014: $0Net Assets 2014: $682,8402014Assets 2015: $709,723Liabilities 2015: $0Net Assets 2015: $709,7232015Assets 2016: $699,448Liabilities 2016: $0Net Assets 2016: $699,4482016Assets 2017: $874,246Liabilities 2017: $0Net Assets 2017: $874,2462017Assets 2018: $1,376,237Liabilities 2018: $0Net Assets 2018: $1,376,2372018Assets 2019: $2,380,522Liabilities 2019: $0Net Assets 2019: $2,380,5222019Assets 2020: $2,280,334Liabilities 2020: $1,285Net Assets 2020: $2,279,0492020Assets 2021: $2,867,957Liabilities 2021: $1,285Net Assets 2021: $2,866,6722021Assets 2022: $2,379,330Liabilities 2022: $0Net Assets 2022: $2,379,3302022Assets 2023: $2,756,038Liabilities 2023: $0Net Assets 2023: $2,756,0382023Assets 2024: $3,056,967Liabilities 2024: $0Net Assets 2024: $3,056,9672024

Highlighted filing

2024

Assets$3,056,967
Liabilities$0
Net Assets$3,056,967
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $24,069Expenses 2011: $54,561Net Income 2011: -$30,4922011Revenue 2012: $26,277Expenses 2012: $60,185Net Income 2012: -$33,9082012Revenue 2013: $56,784Expenses 2013: $63,688Net Income 2013: -$6,9042013Revenue 2014: $57,733Expenses 2014: $76,840Net Income 2014: -$19,1072014Revenue 2015: $100,150Expenses 2015: $65,137Net Income 2015: $35,0132015Revenue 2016: $60,350Expenses 2016: $71,127Net Income 2016: -$10,7772016Revenue 2017: $338,602Expenses 2017: $94,496Net Income 2017: $244,1062017Revenue 2018: $290,349Expenses 2018: $171,133Net Income 2018: $119,2162018Revenue 2019: $274,637Expenses 2019: $139,027Net Income 2019: $135,6102019Revenue 2020: $65,290Expenses 2020: $50,553Net Income 2020: $14,7372020Revenue 2021: $311,674Expenses 2021: $119,022Net Income 2021: $192,6522021Revenue 2022: $128,625Expenses 2022: $137,093Net Income 2022: -$8,4682022Revenue 2023: $305,997Expenses 2023: $181,621Net Income 2023: $124,3762023Revenue 2024: $365,328Expenses 2024: $167,206Net Income 2024: $198,1222024

Highlighted filing

2024

Revenue$365,328
Expenses$167,206
Net Income$198,122
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE B SCHUBERTChair/Secretary-$0--
R ALLEN SCHUBERTPresident/Treasurer-$0--
GEORGE A SCHUBERTVice President-$0--
PETER G SCHUBERTVice President-$0--
CHARLES T SCHUBERTVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Sam Schubert Foundation
EIN
20-0447577
Phone
7133209835
Address
333 EAST MAIN STREET STE 300, LOUISVILLE, KY 40202

Signing Officer

Name
Marjorie B Schubert
Title
President
Phone
7133209835
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
435 N WHITTINGTON PKWY STE 400, LOUISVILLE, KY 40222
Preparer
Melissa Hicks
Phone
5025896050
Raw XML AppendixShowing 400 of 652 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM INC - 850 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC - 1,375 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ASTRAZENECA PLC - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING INC - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BAE SYSTEMS PLC - 850 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK INC - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADRIDGE FINL SOLUTIONS INC - 125 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CANADIAN PACIFIC KANSAS CITY - 500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP - 420 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COCA COLA COMPANY - 850 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COSTAR GROUP INCORPORATED - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EOG RES INCORPORATED - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORPORATION - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INTERCONTINENTAL EXCHANGE INC - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18INTUIT - 50 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LVMH MOET HENNESSY LOU VUITTON - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MARRIOTT INTERNATIONAL INC CLASS A - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MASTERCARD INC CLASS A - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALDS CORP - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP - 600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NIKE INC CLASS B - 320 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PHILIP MORRIS INTERNATIONAL INC - 550 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SHERWIN WILLIAMS COMPANY - 90 SHS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02720
IRS990PF/FMVAssetsEOYAmt03056967
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0743387
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02703844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02703844
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0283467
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0328867
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0328867
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02012651
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02313580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02756038
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03056967
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03056967
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02756038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03056967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02756038
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03056967
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03010895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068281
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02635858
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045163
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0306756
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0148287
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02965732
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03010895
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARJORIE B SCHUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R ALLEN SCHUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGE A SCHUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PETER G SCHUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHARLES T SCHUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05411 ORCHARD RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15411 ORCHARD RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25411 ORCHARD RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35411 ORCHARD RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45411 ORCHARD RIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd240222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd340222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd440222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0125350
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0125350
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0R ALLEN SCHUBERT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0333 E MAIN STREET STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07133209835
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARJORIE B SCHUBERT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1R ALLEN SCHUBERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt96000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1421500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1925250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL OPERATING FUND

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,056,967
Liabilities
$0
Net assets
$3,056,967
Revenue
$365,328
Expenses
$167,206
Net income
$198,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.37$0.17$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.31$0.18$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.31$0.12$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.07$0.05$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.27$0.14$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.29$0.17$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.34$0.09$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.06$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.10$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.02$0.05$0.03