STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SHUBERT FOUNDATION INC

2024 · Form 990PF · revenue $77.4M · expenses $48.8M · assets $706.9M

EIN
13-6106961
Address
234 WEST 44TH STREET, NEW YORK, NY 10036-3909
Website
WWW.SHUBERTFOUNDATION.ORG
NTEE code
-
Subsection
501(c)(3)
Ruling year
1946
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Vicki Reiss ASST SECRETARY/EXEC DIRECTOR2020-2024 $609,565$2,843,499 1
Amy Wine-Dorfman SR PROGRAM DIRECTOR2020-2024 $403,113$1,763,987 1
Mark Swartz ARCHIVE DIRECTOR2020-2024 $176,204$908,059 1
Sylvia Wang ARCHIVIST2020-2024 $157,826$760,210 1
Rebecca Hewett PROGRAM DIRECTOR2022-2024 $218,065$617,168 1
Josh Hardcastle SR.PROGRAM ASSOCIATE2020-2024 $134,266$520,227 1
Diana Phillips PRESIDENT2020-2024 $122,596$501,808 1
Meghan Guar Nee Long (former) SR PROGRAM ASSOCIATE2020 $117,685$117,685 1
Ariel Dorlester (former) ASSOCIATE ARCHIVIST2021 $77,905$77,905 1
Unpaid officers and directors · 11 people
NameLatest titleYearsOrganizations
Robert E Wankel CHAIRMAN2020-2024 1
Wyche Fowler Jr DIRECTOR2020-2024 1
Pamela Newkirk DIRECTOR2020-2024 1
Richard J Poccia DIRECTOR2020-2024 1
Lee J Seidler DIRECTOR2020-2024 1
Stuart Subotnick DIRECTOR2020-2024 1
Laura Forese DIRECTOR2021-2024 1
Elliot H Greene TREASURER2020-2024 1
Juan Calvo ASSISTANT TREASURER2020-2024 1
Gilbert Hoover Iv SECRETARY2020-2024 1
Philip J Smith (former) CHAIRMAN THRU 6/30/20202020 1

People by year

2024 · 17 people listed · 7 paid, $1.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKI REISS ASST SECRETARY/EXEC DIRECTOR40 $559,346-$50,219 $609,5651
AMY WINE-DORFMAN SR PROGRAM DIRECTOR40 $335,788-$67,325 $403,1131
REBECCA HEWETT PROGRAM DIRECTOR40 $181,510-$36,555 $218,0651
MARK SWARTZ ARCHIVE DIRECTOR40 $146,327-$29,877 $176,2041
SYLVIA WANG ARCHIVIST40 $96,435-$61,391 $157,8261
JOSH HARDCASTLE SR.PROGRAM ASSOCIATE40 $103,365-$30,901 $134,2661
DIANA PHILLIPS PRESIDENT3 $122,596-$0 $122,5961
ROBERT E WANKEL CHAIRMAN1 $0-$0 $01
WYCHE FOWLER JR DIRECTOR1 $0-$0 $01
PAMELA NEWKIRK DIRECTOR1 $0-$0 $01
RICHARD J POCCIA DIRECTOR1 $0-$0 $01
LEE J SEIDLER DIRECTOR1 $0-$0 $01
STUART SUBOTNICK DIRECTOR1 $0-$0 $01
LAURA FORESE DIRECTOR1 $0-$0 $01
ELLIOT H GREENE TREASURER2 $0-$0 $01
JUAN CALVO ASSISTANT TREASURER2 $0-$0 $01
GILBERT HOOVER IV SECRETARY2 $0-$0 $01
2023 · 17 people listed · 7 paid, $1.8M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKI REISS ASST SECRETARY/EXEC DIRECTOR40 $521,635-$113,075 $634,7101
AMY WINE-DORFMAN SR PROGRAM DIRECTOR40 $312,211-$86,780 $398,9911
MARK SWARTZ ARCHIVE DIRECTOR40 $139,231-$78,436 $217,6671
REBECCA HEWETT PROGRAM DIRECTOR40 $166,538-$37,573 $204,1111
SYLVIA WANG ARCHIVIST40 $92,567-$67,909 $160,4761
JOSH HARDCASTLE SR.PROGRAM ASSOCIATE40 $87,231-$30,299 $117,5301
DIANA PHILLIPS PRESIDENT3 $100,000-$0 $100,0001
ROBERT E WANKEL CHAIRMAN1 $0-$0 $01
WYCHE FOWLER JR DIRECTOR1 $0-$0 $01
PAMELA NEWKIRK DIRECTOR1 $0-$0 $01
RICHARD J POCCIA DIRECTOR1 $0-$0 $01
LEE J SEIDLER DIRECTOR1 $0-$0 $01
STUART SUBOTNICK DIRECTOR1 $0-$0 $01
LAURA FORESE DIRECTOR1 $0-$0 $01
ELLIOT H GREENE TREASURER2 $0-$0 $01
JUAN CALVO ASSISTANT TREASURER2 $0-$0 $01
GILBERT HOOVER IV SECRETARY2 $0-$0 $01
2022 · 17 people listed · 7 paid, $1.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKI REISS ASST SECRETARY/EXEC DIRECTOR40 $486,635-$70,158 $556,7931
AMY WINE-DORFMAN SR PROGRAM DIRECTOR40 $283,500-$87,664 $371,1641
MARK SWARTZ ARCHIVE DIRECTOR40 $131,327-$79,262 $210,5891
REBECCA HEWETT PROGRAM DIRECTOR40 $156,779-$38,213 $194,9921
SYLVIA WANG ARCHIVIST40 $88,058-$68,122 $156,1801
JOSH HARDCASTLE SR.PROGRAM ASSOCIATE40 $79,519-$30,111 $109,6301
DIANA PHILLIPS PRESIDENT3 $100,000-$0 $100,0001
ROBERT E WANKEL CHAIRMAN1 $0-$0 $01
WYCHE FOWLER JR DIRECTOR1 $0-$0 $01
PAMELA NEWKIRK DIRECTOR1 $0-$0 $01
RICHARD J POCCIA DIRECTOR1 $0-$0 $01
LEE J SEIDLER DIRECTOR1 $0-$0 $01
STUART SUBOTNICK DIRECTOR1 $0-$0 $01
LAURA FORESE DIRECTOR1 $0-$0 $01
ELLIOT H GREENE TREASURER2 $0-$0 $01
JUAN CALVO ASSISTANT TREASURER2 $0-$0 $01
GILBERT HOOVER IV SECRETARY2 $0-$0 $01
2021 · 17 people listed · 7 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKI REISS ASST SECRETARY/EXEC DIRECTOR40 $450,673-$81,934 $532,6071
AMY WINE-DORFMAN SR PROGRAM DIRECTOR40 $257,115-$54,611 $311,7261
MARK SWARTZ ARCHIVE DIRECTOR40 $124,135-$26,563 $150,6981
SYLVIA WANG ARCHIVIST40 $83,333-$61,649 $144,9821
DIANA PHILLIPS PRESIDENT3 $100,000-$0 $100,0001
JOSH HARDCASTLE PROGRAM ASSOCIATE40 $62,773-$24,214 $86,9871
ARIEL DORLESTER ASSOCIATE ARCHIVIST40 $49,500-$28,405 $77,9051
ROBERT E WANKEL CHAIRMAN1 $0-$0 $01
WYCHE FOWLER JR DIRECTOR1 $0-$0 $01
PAMELA NEWKIRK DIRECTOR1 $0-$0 $01
RICHARD J POCCIA DIRECTOR1 $0-$0 $01
LEE J SEIDLER DIRECTOR1 $0-$0 $01
STUART SUBOTNICK DIRECTOR1 $0-$0 $01
ELLIOT H GREENE TREASURER2 $0-$0 $01
JUAN CALVO ASSISTANT TREASURER2 $0-$0 $01
GILBERT HOOVER IV SECRETARY2 $0-$0 $01
LAURA FORESE DIRECTOR AS OF 9/22/20211 $0-$0 $01
2020 · 17 people listed · 7 paid, $1.4M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VICKI REISS ASST SECRETARY/EXECUTIVE DIR40 $335,885-$173,939 $509,8241
AMY WINE-DORFMAN PROGRAM DIRECTOR40 $198,818-$80,175 $278,9931
MARK SWARTZ ARCHIVE DIRECTOR40 $105,515-$47,386 $152,9011
SYLVIA WANG ARCHIVIST40 $74,475-$66,271 $140,7461
MEGHAN GUAR NEE LONG SR PROGRAM ASSOCIATE40 $49,444-$68,241 $117,6851
DIANA PHILLIPS PRESIDENT3 $79,212-$0 $79,2121
JOSH HARDCASTLE PROCESSING ARCHIVIST40 $43,365-$28,449 $71,8141
PHILIP J SMITH CHAIRMAN THRU 6/30/20201 $0-$0 $01
ROBERT E WANKEL CHAIRMAN AS OF 7/1/20201 $0-$0 $01
WYCHE FOWLER JR DIRECTOR1 $0-$0 $01
PAMELA NEWKIRK DIRECTOR AS OF DEC 20201 $0-$0 $01
RICHARD J POCCIA DIRECTOR1 $0-$0 $01
LEE J SEIDLER DIRECTOR1 $0-$0 $01
STUART SUBOTNICK DIRECTOR1 $0-$0 $01
ELLIOT H GREENE TREASURER2 $0-$0 $01
JUAN CALVO ASSISTANT TREASURER2 $0-$0 $01
GILBERT HOOVER IV SECRETARY2 $0-$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $2.1M
NameLocationServicePaid
1919 INVESTMENT COUNSELCHICAGO, ILINVESTMENT ADVISOR$1,161,453
JPMORGAN CHASENEW YORK, NYINVESTMENT ADVISOR$417,365
CITY NATIONAL BANKLOS ANGELES, CAINVESTMENT ADVISOR$226,021
PRICEWATERHOUSECOOPERS LLPNEW YORK, NYACCOUNTING/TAX$144,550
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT ADVISOR$103,469
2023 · 5 contractors · $2.2M
NameLocationServicePaid
1919 INVESTMENT COUNSELCHICAGO, ILINVESTMENT ADVISOR$1,406,935
JPMORGAN CHASENEW YORK, NYINVESTMENT ADVISOR$382,067
CITY NATIONAL BANKLOS ANGELES, CAINVESTMENT ADVISOR$207,431
PRICEWATERHOUSECOOPERS LLPNEW YORK, NYACCOUNTING/TAX$120,500
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT ADVISOR$90,677
2022 · 5 contractors · $2.0M
NameLocationServicePaid
1919 INVESTMENT COUNSELCHICAGO, ILINVESTMENT ADVISOR$1,289,649
JPMORGAN CHASENEW YORK, NYINVESTMENT ADVISOR$369,670
CITY NATIONAL BANKLOS ANGELES, CAINVESTMENT ADVISOR$139,615
PRICEWATERHOUSECOOPERS LLPNEW YORK, NYACCOUNTING/TAX$104,000
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYINVESTMENT ADVISOR$88,187
2021 · 4 contractors · $2.3M
NameLocationServicePaid
1919 INVESTMENT COUNSELCHICAGO, ILINVESTMENT ADVISOR$1,514,600
JPMORGAN CHASENEW YORK, NYINVESTMENT ADVISOR$441,036
CITY NATIONAL BANKLOS ANGELES, CAINVESTMENT ADVISOR$259,770
PRICEWATERHOUSECOOPERS LLPNEW YORK, NYACCOUNTING/TAX$106,500
2020 · 4 contractors · $2.1M
NameLocationServicePaid
1919 INVESTMENT COUNSELCHICAGO, ILINVESTMENT ADVISOR$1,369,275
JPMORGAN CHASENEW YORK, NYINVESTMENT ADVISOR$400,267
CITY NATIONAL BANKLOS ANGELES, CAINVESTMENT ADVISOR$225,115
PRICEWATERHOUSECOOPERS LLPNEW YORK, NYACCOUNTING/TAX$100,000

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 671 grants to organizations · $42.0M
2023 · 652 grants to organizations · $40.1M
2022 · 634 grants to organizations · $37.9M
2021 · 609 grants to organizations · $37.6M
2020 · 572 grants to organizations · $32.1M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $190K
#ContributorTypeCity, stateTotalNoncashSource
1 TRUST UWO LEE SHUBERT FBO SHUBER Person NEW HAVEN, CT $190,272- Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $318K
#ContributorTypeCity, stateTotalNoncashSource
1 TRUST UWO LEE SHUBERT FBO SHUBER Person NEW HAVEN, CT $168,018- Form 990PF Sch. B, 2023 · filing
2 CHARLES LUCILLE KING FAMILY FOUND Person GARDEN CITY, NY $150,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $154K
#ContributorTypeCity, stateTotalNoncashSource
1 TRUST UWO LEE SHUBERT FBO SHUBER Person NEW HAVEN, CT $153,694- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $187K
#ContributorTypeCity, stateTotalNoncashSource
1 TRUST UWO LEE SHUBERT FBO SHUBER Person NEW HAVEN, CT $187,206- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $178K
#ContributorTypeCity, stateTotalNoncashSource
1 TRUST UWO LEE SHUBERT FBO SHUBER Person NEW HAVEN, CT $177,557- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-05-31 · view filing · original 990 ↗
$77,367,013$48,775,272 $706,940,113$702,270,131 $190,272- $681,942--
2023 · Form 990PF period ending 2024-05-31 · view filing · original 990 ↗
$54,459,431$46,683,477 $677,813,037$673,627,806 $318,018- $621,635--
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$42,965,551$43,925,896 $670,184,655$665,964,396 $153,694- $586,635--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$57,657,953$43,867,505 $671,108,588$667,044,022 $187,206- $550,673--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$63,028,666$37,611,855 $657,119,660$653,365,455 $177,557- $415,097--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $48,775,272 spent · pay $2,081,723 · grants $42,004,000 · events $24,243
LineAs describedTotalShare
Contributions, gifts, grants paid $42,004,000 86.1%
Fees: other professional $2,675,335 5.5%
Taxes $1,206,211 2.5%
Other salaries and wages $1,022,520 2.1%
Pay: officers, directors, trustees $681,942 1.4%
Other expenses $604,925 1.2%
Pension plans and employee benefits $377,261 0.8%
Fees: accounting $128,350 0.3%
Depreciation and depletion $47,875 0.1%
Travel, conferences and meetings $24,243 0.0%
Fees: legal $2,610 0.0%
Total$48,775,272100%

View the filing

2023 · Form 990PF · $46,683,477 spent · pay $1,921,113 · grants $40,056,345 · events $28,056
LineAs describedTotalShare
Contributions, gifts, grants paid $40,056,345 85.8%
Fees: other professional $2,598,135 5.6%
Taxes $1,076,326 2.3%
Other salaries and wages $939,650 2.0%
Other expenses $799,862 1.7%
Pay: officers, directors, trustees $621,635 1.3%
Pension plans and employee benefits $359,828 0.8%
Fees: accounting $127,000 0.3%
Depreciation and depletion $52,475 0.1%
Travel, conferences and meetings $28,056 0.1%
Fees: legal $24,165 0.1%
Total$46,683,477100%

View the filing

2022 · Form 990PF · $43,925,896 spent · pay $1,804,409 · grants $37,900,000 · events $21,894
LineAs describedTotalShare
Contributions, gifts, grants paid $37,900,000 86.3%
Fees: other professional $2,040,506 4.6%
Taxes $1,199,572 2.7%
Other salaries and wages $869,994 2.0%
Other expenses $757,043 1.7%
Pay: officers, directors, trustees $586,635 1.3%
Pension plans and employee benefits $347,780 0.8%
Fees: accounting $122,350 0.3%
Depreciation and depletion $65,791 0.1%
Travel, conferences and meetings $21,894 0.0%
Fees: legal $14,102 0.0%
Interest $229 0.0%
Total$43,925,896100%

View the filing

2021 · Form 990PF · $43,867,505 spent · pay $1,496,060 · grants $37,595,000 · events $7,782
LineAs describedTotalShare
Contributions, gifts, grants paid $37,595,000 85.7%
Fees: other professional $2,545,359 5.8%
Taxes $1,053,594 2.4%
Other expenses $983,394 2.2%
Other salaries and wages $707,414 1.6%
Pay: officers, directors, trustees $550,673 1.3%
Pension plans and employee benefits $237,973 0.5%
Fees: accounting $111,900 0.3%
Depreciation and depletion $67,760 0.2%
Travel, conferences and meetings $7,782 0.0%
Fees: legal $6,656 0.0%
Total$43,867,505100%

View the filing

2020 · Form 990PF · $37,611,855 spent · pay $1,266,570 · grants $32,051,000 · events $988
LineAs describedTotalShare
Contributions, gifts, grants paid $32,051,000 85.2%
Fees: other professional $2,399,312 6.4%
Taxes $1,149,707 3.1%
Other expenses $553,799 1.5%
Other salaries and wages $529,900 1.4%
Pay: officers, directors, trustees $415,097 1.1%
Pension plans and employee benefits $321,573 0.9%
Fees: accounting $105,000 0.3%
Depreciation and depletion $73,972 0.2%
Fees: legal $10,988 0.0%
Travel, conferences and meetings $988 0.0%
Interest $519 0.0%
Total$37,611,855100%

View the filing