Fom,990-PF Or Section 4947(A)(1) Trust Treated As Private Foundation Gj) 10, Do Not Enter Social Security Numbers on This Form As It May Be Made Public

Home , 53rd Street (Manhattan), 55th Street (Manhattan), New 42nd Street, Theatre Development Fund, Vivian Beaumont Theater

Return of Private Foundation OMB No 1545-01 Fom,990-PF or Section 4947(a)(1) Trust Treated as Private Foundation Gj) 10, Do not enter Social Security numbers on this form as it may be made public. @ 13 Department of the Treasury 2 Internal Reve nue SeMce ► Information about Form 990-PF and Its separate Instructions is at www.1rs.gov/form990pf, Lo For calendar y ear 2013 or tax y ear be g inning 06/01 , 2013, and endin g 05/31, 2014 Name of foundation A Employer Identification number THE SHUBERT FOUNDATION, INC. 13-6106961 Number and street (or P.O. box number If mail is not delivered to street address) Room/suite B Telephone number (see instructions) (212) 944 -3777 234 WEST 44TH STREET City or town, state or province, country, and ZIP or foreign postal code q C If exemption application Is ► pending , check here • • • • • NEW YORK, NY 10036

G Check all that apply: Initial return Initial return of a former public charity D q f Foreign organizations . check here • ► Final return Amended return 2 Foreign organizations meeting the 85% test, check here and attach Address change Name change computation ...... ► H Check type of organization- X Section 501(c 3 exempt private foundation E If private foundation status was terminated Section 4947 ( a )( 1 ) nonexem pt charitable trust Other taxable p rivate foundation q under section 507(b)(1)(A), check here . ► Fair market value of all assets at J Accounting method. Cash X Accrual F If the foundation Is in a 60-month termination

end ofyear (from Part ll, col. (c), line F]Other(specify) ______- underseiori5O7(bX1)(B).checkhere . 576,891,223. 16) ► $ (Part 1, column (d) must be on cash basis) (d) Disbursements FT,Mit Analysis of Revenue and Expenses (The (a) Revenue and of columns (b) Net investment (c) Adjusted net for charitable total amounts in (b), (c), and (d) expenses per may not necessarily equal the amounts in income income purposes books column (a) (see instructions) .) (cash basis only) 156,829. 1 Contribution^gIRs, grants, etc , received (attach schedule) 2 ► I I if the foundation is not required to Check u attach Sch B 3 Interest on savings and temporary cash investments 1,239,495. 1,239,495. ATCH 1 4 Dividends and interest from securities 23,291,161. 23, 291, 161. ATCH 2 5a Gross rents ...... 12, 644, 188. 12, 644, 188. b Net rental income or (loss) 8, 619, 615•. 0 6a Net gain or (loss ) from sale of assets not on line 10 12,104,897. b Gross sales price for all 59,159,030. m assets on line 6a w 7 Capital gain net income (from Part IV, line 2) 12,104,897. 8 Net short-term capital gain ...... 9 Income modifications . . • • . • • . . . 10 a Gross sales less returns and allowances • • b Less Cost of goods sold c Gross profit or (loss) (attach schedule) 11 Other income (attach schedule) A CIi ,Q., - p^ a ° ^, 17. 17. 12 Total. Add lines 1 throu g h 111. . 49;-436,,,587. 49, 279, 758. 13 Compensation of officers, directors stew, etc 4 1 6;",- 635 . 416 , 635 376. 546,376 14 Other employee salaries andvllages . APR-2 4 7n)`1546 15 Pension plans, employee benef(Its 1 192;;7;36. 192, 136 m 16a Legal fees (attach schedule) ATCH 4 • ^^b r F 15 0553. 5,053 •'' ^ ` '' ° 68-i 1450. 27,500. 39, 900 It b Accounting fees (attach schedt ie^TC[i-. ^ c Other professional fees (attach schedule). * 782,444. 782,444. 17 Interest ...... 18 Taxes (attach schedule) ( see Instructlons )P,T.C(i • 7• 952,735. 62,735 19 Depreciation (attach schedule) and depletion. 54,565. 44,689. ATCH 7A 20 Occupancy . . • ...... 21 Travel, conferences, and meetings • • • • • 13, 927. 13, 927 r0 22 Printing and publications m cr...... 23 Other expenses (attach schedule)A.TCU .8. 4, 084, 447. 3, 979, 884. 104,563 24 Total operating and administrative expenses. -^G 0 Add lines 13 through 23 ...... 7, 126, 468. 4, 834, 517. 1,381,325 25 Contributions, gifts, grants paid ...... 22, 4 95, 000. 22, 495, 000 26 Totalexpenses anddisbursements Add lines 24 and 25 29, 621, 468. 4, 834, 517. 23, 876, 325 27 Subtract line 26 from line 12• Ln a Excess of revenue over expenses and disbursements • 19 , 815 , 119 . b Net Investment income (if negative, enter -0-) 44,445,241. c Adj usted net Income ( if negative, enter -0- ) . JSA For Paperwork Reduction Act Notice , see Instructions . *ATCH b Form 990-PF (2013) 15J 3E 1410 1 000 H83199 2532 V 13-7.15 106201152203 Form 990-PF(2013) THE SHUBERT FOUNDATION, INC. 13- 6106961 Pape 2 ® Attached schedules and amounts in the Beginning of year End of year Balance Sheets d escription column should be for endofyear amounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value I Cash - non-interest-bearing ...... 254, 119. 255, 065. 255, 065. 2 Savings and temporary cash investments ...... 15, 581, 104. 16, 775, 529. 16, 775, 529. Accounts receivable 40, 806. 3 ► ------Less : allowance for doubtful accounts 26,791. 40,806. 40,806. ► ------4 Pledges receivable ► ------Less • allowance for doubtful accounts ► ______5 Grants receivable ...... , 6 Receivables due from officers , directors , trustees, and other disqualified persons (attach schedule) (see instructions) , , , ,

7 Other notes and loans receivable (attach schedule) ► Less • allowance for doubtful accounts ► m 8 Inventories for sale or use y 9 Prepaid expenses and deferred charges . , 10 a Investments - U S and state government obligations (attach schedule). ** 12, 891, 850. 13, 550, 894. 14, 526,860. b Investments - corporate stock (attach schedule) ATCH. 10 . 139, 801, 207. 155, 618, 824. 24 9, 758, 630. c Investments - corporate bonds (attach schedule)ATCH .11 34, 127, 598. 38, 746, 464. 39, 887, 035. 11 Investments - land, buildings, -- 6, 600, 000. andequipment * basis ______Less* accumulated depreciation ATCH 11B 16 , 600, 000. 16, 600, 000. 199, 500, 000 . (att ach sched u le) ►------12 Investments - mortgage loans ...... 9, 091, 641. 6, 354, 307. 6,579,568. 13 Investments - other (attach schedule) , , ATCH 12 49, 300, 000. 49, 300, 000. 49,300,000. Land , buildings , and 14 1,44 6 , 2 81 . equipment: basis ► ______Less accumulated depreciation PATCH_ _ _ _ _12A275______, _915_ _ . , 210, 458. , 170, 366. 3, 375. (attach schedule) ATCH _ 13 ____ ) 238, 500. 214, 355. 214, 355. 15 Other assets (describe ► ______-- 16 Total assets (to be completed by all filers - see the instructions Also, see page 1, item I) , 279, 123, 268. 298, 626, 610. 576, 891, 223 . 1,746,980. 1, 616, 750. 17 Accounts payable and accrued expenses , , , , , , , , , , . 18 Grants payable ...... 19 Deferred revenue ...... 660, 701. 680, 746. 20 Loans from officers , directors , trustees , and other disqualified persons co 21 Mortgages and other notes payable (attach schedule) . . . . .

22 Other liabilities (describe ► ______)

23 Total liabilities (add lines 17 through 22) . 2, 407, 681. 2, 297, 496.

Foundations that follow SFAS 117, check here. ► and complete lines 24 through 26 and lines 30 and 31.

24 Unrestricted ...... 25 Temporarily restricted ...... 9 26 Permanently restricted ...... Foundations that do not follow SFAS 117, . . . LL ► check here and complete lines 27 through 31. 96, 329, 114 . 27 Capital stock, trust principal , or current funds , , , , , , , , . 76,715,587. 28 Paid -in or capital surplus , or land, bldg , and equipment fund , , , , , , 29 Retained earnings , accumulated income , endowment , or other funds 30 Total net assets or fund balances (see instructions ). . . . . 276, 715, 587. 296, 329, 114 . Z 31 Total liabilities and net assets/fund balances (see instructions) ...... 279, 123, 268. 298, 626, 610. FOM Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return ).. . • , , , , , , , , , , • • , • • , • • , , , , , • , • 1 276, 715, 587 2 Enter amount from Part I , line 27a 2 19, 815, 119 3 Other increases not included in line 2 ( itemize) 3 ►------4 Add lines 1 , 2, and3 4 296,530,706 5 Decreases not included in line 2 (itemize )' ATCH 14 __ 5 201, 592 6 Total net assets or fund balances at end of year line 4 minus line 5) - Part II, column b ,line 30 . 6 296, 329, 114 **ATCH 9 Form 990-PF (2013)

JSA 3E1420 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961 Form 990-PF (2013) Page 3 Capital Gains and Losses for Tax on Investment Income (b) How (a) List and describe the kind(s) of property sold (e g real estate, acquired (c) Date /d) Date sold acquired (mo , da yr.) 2-story brick warehouse ; or common stock, 200 shs MLC Co)) D - Donation (mo day, yr.) y, 1a SEE PART IV SCHEDULE b c d e (g) Cost or other basis (e) Gross sales price (f) Depreciation allowed (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a 59 , 159, 030 47 , 054 , 133 12 , 104 , 897 b c d e Com plete only for assets showin g gain in column ( h ) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus Adjusted basis ( k) Excess of col (I) col (k), but not less than -0-) or (1) F M V as of 12/31/69 U) as of 12 / 31/69 over col ()), if any Losses (from col. (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) { If (loss ), enter -0- in Part I, line 7 } 2 12, 104, 897. 3 Net short-term capital gain or (loss ) as defined in sections 1222 (5) and (6): If gain, also enter in Part I, line 8, column (c) (see instructions ). If (loss), enter -0- in l Part I, line 8 ...... J 3 0 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? q Yes No If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part. i triter the appropriate amount in eacn coiumn Tor eacn year, see the instructions Detore maKmg any entries.

Ba se period years Distdbud ratio Calendar yearr (or tax yearr beginning In) Adj usted qualifying distributions Net value of nonchantable-use assets (col. (b) dividedd by col. (c)) 2012 22,800,422. 334,209,211. 0.068222 2011 21,522,765. 314,315,063. 0.068475 2010 20,243,508. 301,659,851. 0.067107 2009 19,363,799. 280,063,584. 0.069141 2008 18,743,680. 274,928,053. 0.068177

2 Total of line 1, column (d) 2 0.341122 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by the number of years the foundation has been in existence if less than 5 years ...... 3 0.068224

4 Enter the net value of noncharitable -use assets for 2013 from Part X, line 5 4 475,894,513.

5 Multiply line 4 by line 3 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 5 32,467,427.

6 Enter 1% of net investment income ( 1% of Part I, line 27b ), , , , , , , , , , , , , , , , , , 6 444,452.

7 Add lines 5 and 6 7 32, 911, 879.

8 Enter qualifying distributions from Part XII , line 4 8 23, 876, 325. If line 8 is equal to or areater than line 7. check the box in Part VI . Tine 1b . and complete that Dart usina a 1% tax rate. See the Part VI instructions. JSA Form 990-PF (2013) 3E1430 1 000 H83199 2532 V 13-7.15 106201152203 Form 990-PF (2013) THE SHUBERT FOUNDATION, INC. 13-6106961 Page4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

1 , , , 1 a Exempt operating foundations described in section 4940(d)(2), check here ► and enter 'N/A' on line Date of ruling or determination letter ------(attach copy of letter If necessary -see Instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 888,905. q here ► and enter 1 % of Part I, line 27b ...... c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b). 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 888,905. 3 Add lines 1 and 2 ...... 3 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) , , , 4 0 5 Tax based on Investment Income. Subtract line 4 from line 3. If zero or less, enter -0- , , , , , , , , , , , , , 5 888,905. 6 Credits/Payments a 2013 estimated tax payments and 2012 overpayment credited to 2013, , , , 6a 953,217. b Exempt foreign organizations - tax withheld at source , , , , , , , , , , 6b c Tax paid with application for extension of time to file (Form 8868), 6c d Backup withholding erroneously withheld , , , , , , , , , , , , , , , , , , 6d 7 Total credits and payments Add lines 6a through 6d ...... 7 953,217. 8 Enter any penalty for underpayment of estimated tax Check here q if Form 2220 is attached ...... 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed , , , , , , , , , , , , , , , , ► 9 64,312. 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . , , , ► 1( 64, 312 . 11 Enter the amount of line 10 to be Credited to 2014 estimated tax ► Refunded ► 11 Statements Re Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate Yes No or intervene in any political campaign? ...... 1a X b Did it spend more than $ 100 during the year (either directly or indirectly) for political purposes (see Instructions for the definition )? ...... lb X If the answer is "Yes ' to la or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120 -POL for this year? ...... 1c X d Enter the amount ( if any) of tax on political expenditures ( section 4955 ) imposed during the year. (2) foundation managers $ (1) On the foundation ► $ On ► e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on

foundation managers ► $ 2 Has the foundation engaged in any activities that have not previously been reported to the IRS?, , , , , , , , , , 2 X If "Yes, " attach a detailed description of the activities. 3 Has the foundation made any changes , not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws , or other similar instruments? If "Yes,"attach a conformed copy of the changes ...... 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? ...... 4a X b If "Yes," has it filed a tax return on Form 990 -T for this year? ...... 4b 5 Was there a liquidation , termination , dissolution , or substantial contraction during the year?...... 5 X If "Yes," attach the statement required by General Instruction T. 6 Are the requirements of section 508 ( e) (relating to sections 4941 through 4945 ) satisfied either: • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? ...... 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part ll, col. (c), and Part XV 7 X 8a Enter the states to which the foundation reports or with which it is registered (see instructions) ► DE, NY, ------b If the answer is 'Yes' to line 7 , has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction GP If "No," attach explanation ...... 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 49420)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)? If "Yes," complete Part X1V...... 9 X

10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses ...... 10 X Form 990-PF (2013)

JSA 3 E 1440 1 000 H83199 2532 V 13-7.15 106201152203 Form 990-PF(2013 ) THE SHUBERT FOUNDATION, INC. 13-6106961 Page 5 FOMM, Statements Regarding Activities (continued) 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512 ( b)(13)? If "Yes," attach schedule (see instructions )...... ATCH, 15 , . , . . . . . , , . 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement (see instructions ) ...... 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . 13 X WWW.SHUBERTFOUNDATION.ORG Website address ►------MR_ ELLIOT H.- GREENS 212_944-3700 ______14 The books are in care of ► Telephoneno Located at 4 4THST . NEW YORK, NY------ZIP+4 No- 10036 15 Section 4947 (a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 - Check here ......

and enter the amount of tax-exempt interest received or accrued during the year ...... ► 15 16 At any time during calendar year 2013 , did the foundation have an interest in or a signature or other authority Yes No over a bank, securities , or other financial account in a foreign country? ...... 16 X See the instructions for exceptions and filing requirements for Form TD F 90-22 . 1 If "Yes," enter the name of the forei gn country OffumW- Statements Reg arding Activities for Which Form 4720 May Be Req uired File Form 4720 If any Item Is checked In the "Yes" column , unless an exception applies. Yes No Ile During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...... q Yes q No (2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ...... Yes X No (3) Furnish goods , services , or facilities to (or accept them from ) a disqualified person?...... Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? PART VI I I . . X Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person )? ...... q Yes No (6) Agree to pay money or property to a government official? (Exception. Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service , if terminating within 90 days ) ...... q Yes No b If any answer is "Yes" to la( 1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see instructions)? ...... 1 b X q Organizations relying on a current notice regarding disaster assistance check here ...... ► c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2013? ...... 1c N/ 2 Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private operating foundation defined in section 4942 0 )(3) or 4942(j)(5)): a At the end of tax year 2013 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII) for taxyear(s) beginning before 2013? ...... q Yes No If"Yes ," list the years ______b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? ( If applying section 4942 ( a)(2) to all years listed , answer "No" and attach statement - see instructions .) ...... 2b N/ c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here.

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? ...... q Yes 0 No b If "Yes ," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation or disqualified persons after May 26 , 1969, (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943 (c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period ? (Use Schedule C, Form 4720, to determine if the N A foundation had excess business holdings in 2013.) ...... 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . . , , r4a X b Did the foundation make any investment in a prior year ( but after December 31, 1969 ) that could jeopardize its charitable purpose that had not been removed from leopard before the first day of the tax year beg innin g in 2013? X Form 990-PF(2013)

JSA 3E1450 2 000 H83199 2532 V 13-7.15 106201152203 Statements Reg arding Activities for Which Form 4720 May Be Req uired (continued) 5a During the year did the foundation pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ...... q Yes No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration dove? ...... Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes?...... q Yes X No (4) Provide a grant to an organization other than a charitable, etc, organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions) ...... q Yes q No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? ...... q Yes No b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ...... 5b N/ q Organizations relying on a current notice regarding disaster assistance check here ...... ► c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? ...... q Yes q No If "Yes," attach the statement required by Regulations section 53 4945-5(d). 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... q Yes No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ...... 6b X If "Yes" to 6b, file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? , q Yes No b If "Yes," did the foundation receive an y p roceeds or have an y net income attributable to the transaction? 7b X Information About Officers, Directors, Trustees, Foundation Managers, H ighly Paid Employees,

I I let all nfflears diractnre trustaas fnundatinn mananars and their cemnensatien )see Instructlonsl_ (b Title, and average (c) Compensation (d) Contributions to (e) employee benefit plans Expense account, (a) Name and address hours per week ( If not paid, other allowances devoted to position enter -0- and deferred compensation

------ATCH 16 416,635. 86,002. 0

------

2 Comnensation of five highest-naid emolovees (other than those Included on line I - see instructions). If none. enter "WntJF •• Contributions average (d) to (b) Title, and employee benefit (e) Expense account, hours per week ( (a) Name and address of each employee paid more than $ 50,000 c) Compensation plans and defem3d other allowances devoted posrhon to compensation

------ATCH 17 508,836. 259,426. 0 ------

------

Total number of other em p loyees paid over $50 , 000 . ► 1 Form 990 -PF (2013)

JSA

3E1460 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961 Form 990-PF (2013) Pag e 7 Information About Officers, Directors , Trustees, Foundation Managers , Highly Paid Employees, and Contractors (continued) 3 Five highest-paid Independent contractors for Drofessional services (see Instructionsl _ If none - enter "NONE" (a) Name and address of each person paid more than $ 50,000 (b) Type of service (c) Compensation

------ATCH 18 833,594 ------

------

number of others Total receiving over $50,000 for professional services . . ► Summary of Direct Charitable Activities

List the foundation 's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served , conferences convened, research papers produced , etc Eenses I THE SHUBERT FOUNDATION, INC. MAINTAINS AN ARCHIVE FOR THE ------PRESERVATION OF THE HISTORY OF THE PERFORMING ARTS. NO ------INCOME IS DERIVED FROM THIS ACTIVITY. 92,847 2 ------

3 ------

------

n t1iaLc:I Summarv of Proaram -related Investments (see instructions) Describe the two largest program -related investments made by the foundation during the tax year on lines 1 and 2 Amount 1 NOT APPLICABLE ------

2 ------

All other program-related investments See instructions 3 NONE ------

Total . Add lines 1 through 3 , ► Form 990-P F(2013)

JSA 3E1465 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961 Form 990-PF (2013) Page 8 ff3M Minimum investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes:

a Average monthly fair market value of securities ... . . Ia 278, 655, 265. b Average of monthly cash balances...... lb 4, 663, 381. c Fair market value of all other assets (see instructions) .Ic 199, 822, 992 . d Total(addlinesla,b,andc) d 483,141,638. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation ) ...... le 2 Acquisition indebtedness applicable to line 1 assets . .. , 2 3 Subtract line 2 from line 1d ...... 3 483, 141, 638. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions), ...... 4 7,247,125. 5 Net value of noncharitable -use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 475, 894, 513. 6 Minimum Investment return . Enter 5% of line 5 6 23, 794, 726. MRSW Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here ► and do not complete this part.) 1 Minimum investment return from Part X, line 6 ...... 1 23, 794, 726. 2a Tax on investment income for 2013 from Part VI, line 5 , , , .. , 2a 888, 905. b Income tax for 2013. (This does not include the tax from Part V1.). 2b c Add lines 2a and 2b ...... 2c 888, 905. 3 Distributable amount before adjustmntse . S ubtract line 2c from line 1 3 22,905,821. 4 Recoveries of amounts treated as qualifying distributions ,, , , , , , , , , , , , , , , , , , ,, , , , 4 5 Add lines 3 and 4 ...... 5 22,905,821. 6 Deduction from distributable amount (see instructions) ...... 6 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1. 7 22,905,821. Qualifying Distributions (see instructions)

I Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes-

* Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26...... , . Ia 23, 876, 325. b Program-related investments - total from Part IX-B ...... 1 b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes ...... 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required ) ...... 3a b Cash distribution test (attach the required schedule ) ...... , . 3b 4 Qualifying distributions . Add lines 1a through 3b Enter here and on PartV, line 8, and Part XIII, line 4. . . , , 4 23,876,325. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1% of Part I, line 27b (see instructions), , , ,, , , , ,, , ,, , , , , , , , , , , , , , 5 0 6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 23, 876, 325. Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calcula ting whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2013)

JSA 3E1470 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

Form 990 - PF(2013) Page 9 Undistributed Income (see instru ctions) (a) (b) (c) (d) 1 Distributable amount for 2013 from Part XI , Corpus Years prior to 2012 2012 2013 line 7 22, 905, 821. 2 Undistributed income , if any, as of the end of 2013 a Enter amount for 2012 only , . . . , b Total for prior years 20 11 ,20 10 20 0 9 3 Excess distributions carryover , if any, to 2013• a From 2008 5,428,284. b From 2009 5, 796, 830. c From2010 5,632,258. d From 2011 6, 350, 682. e From 2012 6, 855, 001. f Total of lines 3a through e ...... 30,063,055. 4 Qualifying distributions for 2013 from Part XII, 23, 876, 325. line4: ► $ a Applied to 2012 , but not more than line 2a , , , b Applied to undistributed income of prior years (Election required - see instructions ) ......

c Treated as distributions out of corpus ( Election required - see instructions) ...... d Applied to 2013 distributable amount . . . . 22,905,821. e Remaining amount distributed out of corpus . . 970,504. 5 Excess distributions carryover applied to 2013 , (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as Indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 31, 033, 559. b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued , or on which the section 4942(a) tax has been previously assessed ...... d Subtract line 6c from line 6b Taxable amount - see instructions e Undistributed income for 2012 Subtract line 4a from line 2a Taxable amount - see instructions ...... f Undistributed income for 2013 . Subtract lines 4d and 5 from line 1 This amount must be distributed in 2014 ...... 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)( 1)(F) or 4942(g)(3) (see instructions) , . . 8 Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions ) . 5,428,284. 9 Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a 25,605,275. 10 Analysis of line 9: a Excess from 2009 . . . 5,796,830. b Excess from 2010. . . 5,632,258. c Excess from 2011 . , . 6,350,682._ d Excess from 2012 . 6,855,001. e Excess from 2013 . 970,504. Form 990-PF(2013)

JSA 3E1480 1 000 H83199 2532 V 13-7 .15 106201152203 Form 990-PF (2013 ) THE SHUBERT FOUNDATION, INC. 13-6106961 Page10 Private O perating Foundations ( see instructions and Part VII-A, q uestion, 9 ) NOT APPLICABLE 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation , and the ruling is effective for 2013 , enter the date of the ruling . . . . ► b Check box to indicate whether the foundation is a onvate oneratlna foundation described in section 4942 ( 1)(3) or 4942(1)(5) Tax year Prior 3 years 2a Enter the lesser of the ad- (e) Total justed net income from Part (a) 2013 (b) 2012 (c) 2011 (d) 2010 I or the minimum investment return from Part X for each year listed , , . . . . . b 85% of line 2a . . . . .

C Qualifying distributions from Part XII, line 4 for each year listed , d Amounts Included In line 2c not used directly for active conduct of exempt activities . . . . . e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c ...... 3 Complete 3a, b, or c for the alternative test relied upon a 'Assets' alternative test - enter

(1) Value of all assets . (2) Value of assets qualifying under section 4942 ()(3)(B)(I) . . . . . b -Endowment" alternative test- enter 2/3 of minimum Invest- ment return shown In Part x, line 6 for each year listed . . C 'Support' alternative test - enter

(1) Total support other than gross Investment Income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ...... (2) Support from general public and 5 or more exempt organizations as provided In section 4942 0X3)(B)(oi) ...... (3) Largest amount of support from an exempt organization...... 4 Gross investment income . Supplementary Information (Complete this part only if the foundation had $5.000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) NONE b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE 2 Information Regarding Contribution , Grant, Gift, Loan , Scholarship, etc., Programs: q contributions preselected Check here ► if the foundation only makes to charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed: N/A b The form in which applications should be submitted and information and materials they should include:

SEE ATTACHMENT 18A c Any submission deadlines:

SEE ATTACHMENT 18A Any restrictions or limitations on awards, such as by geographical areas, charitable fields , kinds of institutions , or other factors: SEE ATTACHMENT 18A Js^ 3E1490 L 000 Form 990-PF (2013) H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION , INC. 13- 6106961 Form 990-PF(2013 ) Page 11 F79M. Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Aooroved for Future Payment Reci p ient If recipient Is an Indr ual , Foundation show any relationship to Purpose of g rant or Am ou nt any foundatiDn manager contribution Name and address (home or business) or substantialstantial contnbutor reci p ient a Paid dung the year

ATCH 19

22, 495, 000. Total ...... ► 3a b Approved for future payment

Total 1 3b Form 990-PF (2013) JSA 3E1491 1 000

H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961 Form 990-PF (2013) Page 12 Analysis of Income-Producing Activities Enter g ross amounts unless otherwise indicated . Unrelated business income Excluded by section 512, 513 , or 514 (e) Related or exempt (a) (b) (c) (d ) function income Business code Amount Amount 1 Program service revenue: Exclusion code ( See instructions a b c d e f 9 Fees and contracts from government agencies 2 Me mbership dues and assessments 3 IntB rest on savings and temporary cash investments 14 1,239,495. 4 Dividends and interest from securities . 14 23,291,161. 5 Net rental income or (loss ) from real estate: a Debt-financed property , , , . , , , , , , b Not debt-financed property ...... 16 8,619,615. 6 Net rental income or (loss ) from personal property 7 Ot h er investment income 8 Gai n or (loss ) from sales of assets other than inventory 18 12,104,897. 9 Net income or ( loss) from special events . . , 10 Gross profit or (loss) from sales of inventory. 11 Ot h er revenue: a INTEREST TENANT 14 17. b a d e 12 Su btotal Add columns ( b), (d), and (e) 45,255,185. 13 Total . Add line 12 , columns (b), (d), and (e) ...... 13 45,255,185. (See worksheet in line 13 instructions to venfy calculations ) 1 • .. 5171": Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the y accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.)

NOT APPLICABLE

JSA Form 990-PF (2013) 3E1492 1 000 H83199 2532 V 13-7.15 106201152203 Form 990-PF(2013) THE SHUBERT FOUNDATION, INC. 13-6106961 Page 13 FUTUFM Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash ...... 1a7 X (2) Other assets ...... 1a(2) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization ...... 1b 1 X (2) Purchases of assets from a noncharitable exempt organization ...... 7 b ( 2) X (3) Rental of facilities, equipment, or other assets ...... 1b 3 X (4) Reimbursement arrangements ...... 1b 4 X (5) Loans or loan guarantees ...... 1b 5 X (6) Performance of services or membership or fundraising solicitations ...... 1b 6 X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... 1c X d If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received (a) Line no (b) Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers, transactions , and sharing arrangements N/A N/A

2a Is the foundation directly or indirectly affiliated with , or related to, one or more tax-exempt organizations described in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 527 ? ...... q Yes No b If "Yes _" complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship

Under pe ury. I declare that I have examined this return , including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true, co m e D claratlon of preparer ( other than taxpayer) is based on all informs, of which preparer has any knowledge Sign

Here y e of o Date

Pnntlrype preparers name Preparers signature Paid Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990 , 990-EZ, or 990-PF) Attach to Form 990, Form 990-EZ, or Form 990-PF. Department of the Treasury ► 2013 ► Information about Schedule B (Form 990 , 990-EZ, or 990.PF) a nd Its Instructions is at www.1rs.govflorm990. Name of the organization Employer Identification number THE SHUBERT FOUNDATION, INC. 13-6106961 Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ q 501(c)(03 ) (enter number) organization

q 4947(a)(1) nonexempt charitable trust not treated as a private foundation

q 527 political organization

Form 990-PF q 501(c)(3) exempt private foundation

q 4947(a)(1) nonexempt charitable trust treated as a private foundation

q 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

q For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II.

Special Rules

q For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part Vill, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

q For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.

q For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year ...... 111'. $ ______

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)

For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990.EZ, or 990.PF. Schedule B ( Form 990 , 990-EZ, or 990 -PF) (2013)

JSA 3E1251 1 000 H83199 2532 V 13-7.15 106201152203 Schedule B ( Form 990 , 990-EZ, or 990-PF) (2013) Page 2 Name of organization THE SHUBERT FOUNDATION, INC. Employer Identification number 13-6106961

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution

1- TRUST U/W/O LEE SHUBERT, FBO SHUBERT FDN ------Person X Payroll C/O FORTRESS FIDUC,129 CHURCH ST STE 421 $ .... 156,829. Noncash (Complete Part II for NEW-HAVEN,-CT--06510 ______noncash contributions )

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution

------Person Payroll ------Noncash (Complete Part II for noncash contributions

(a) (b) (c) (d) No. Name , address, and ZIP + 4 Total contributions Type of contribution

------Person Payroll ------$ ------Noncash (Complete Part II for noncash contributions )

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution

------Person Payroll ------$ ------Noncash (Complete Part II for ______noncash contributions )

(a) (b) (c) (d) No. Name , address, and ZIP + 4 Total contributions Type of contribution

------Person Payroll ------$------Noncash (Complete Part II for ______noncash contributions )

(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution

------Person Payroll ------$ ------Noncash (Complete Part II for noncash contributions

JSA Schedule B (Form 990, 990.EZ, or 990.PF) (2013) 3E1253 1 000 H83199 2532 V 13-7.15 106201152203 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 3 Name of organization THE SHUBERT FOUNDATION, INC. Employer Identification number 13-6106961 Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a) No. b (c) d from ( ) FMV (or estimate) ( ) Description of noncash property given Date received Part I (see instructions)

------

a No. from (b) FMV (or estimate) (d) Description of noncash property given Date received Part i (see Instructions)

------

(a) No. b (c) d from ( ) FMV (or estimate) ( ) Description of noncash property given Date received Part I (see instructions)

------

(a) No. (c) from (b) FMV (or estimate) (d) Description of noncash property given Date received Part ( (see instructions)

------

(a) No. b (c) d from ( ) FMV (or estimate) ( ) Description of noncash property given Date received Part I (see Instructions)

------

(a) No. b (c) d from ( ) FMV (or estimate) ( ) Description of noncash property given Date received Part I (see Instructions)

------

Schedule B (Form 990 , 990-EZ, or -PF) (2013) JSA 990 3E1254 1 000 H83199 2532 V 13-7.15 106201152203 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 4 Name of organization THE SHUBERT FOUNDATION, INC. 13-6106961 Ex+dusively religious , charitable , etc., individual contributions to section 501(c)(7), (8), or ( 10) organizations that total more than $ 1,000 for the year. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) ► $ Use duplicate copies of Part III if additional space is needed. (a) No. from ( b) Purpose of gift (c) Use of gift (d ) Description of how gift is held Part l

------

(e) Transfer of gift

Transferee's name, address , and ZIP + 4 Relationship of transferor to transferee

------

(a) No. from ( b) Purpose of gift (c) Use of gift (d ) Description of how gift is held Part l

------

(e) Transfer of gift

Transferee's name , address , and ZIP + 4 Relationship of transferor to transferee

------

(a) No. from ( b) Purpose of gift (c) Use of gift (d ) Description of how gift is held Part

------

(e) Transfer of gift

Transferee's name , address , and ZIP + 4 Relationship of transferor to transferee

------

(a) No. from ( b) Purpose of gift (c ) Use of gift (d ) Description of how gift Is held Part I

------

(e) Transfer of gift

Transferee's name, address , and ZIP + 4 Relationship of transferor to transferee

------

JSA Schedule B (Form 990 , 990JEZ, or 990JPF) (2013)

3E1255 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961 FORM 990-PF - PART IV CAPITAL GAINS ANf] 1 ASSES FAR TAY AN 1NVFSTMFNT IN(_fMF

Kind of Property Description D acquired Gross sale Depreciation Cost or FMV Add basis Excess of Gain price less allowed/ other as of as of FMV over or expenses of sale allowable hasin 12/31/69 12131/-- ad i basis (loss)

MARKETABLE SECURITIES 59,159,03 47,054,133 12,104,897

TOTAL GAIN (L SS) ...... 12,104,89

JSA 3E1730 1 000 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 1

FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS

REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME

GOVERNMENT AGENCIES 245, 631. 245,631. PIERPONT FUND 417. 417. BONDS AND NOTES 667,479. 667,479. TREASURY BILLS 324,266. 324,266. CASH BALANCES 1,702. 1,702.

TOTAL 1,239,495. 1,239,495.

ATTACHMENT 1 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 2

FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES

REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME

LEGG MASON DIVIDENDS 1,976,801. 1, 976, 801. MORGAN DIVIDENDS 1,079,884. 1,079,884. DIVIDEND SHUBERT ORG. INC. 20,000,000. 20, 000, 000. HARBOR INTL FUND 234,476. 234,476.

TOTAL 23,291,161. 23,291,161.

ATTACHMENT 2 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 3

FORM 990PF, PART I - OTHER INCOME

REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME INTEREST - TENANT 17. 17.

TOTALS 17.

ATTACHMENT 3 H83199 2532 V 13-7. 15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 4

FORM 990PF, PART I - LEGAL FEES

REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES

GENERAL LEGAL FEES 15,053. 5,053.

TOTALS 15,053. 5,053.

ATTACHMENT 4 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 5

FORM 990PF, PART I - ACCOUNTING FEES

REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION INCOME INCOME PURPOSES -

PRICEWATERHOUSECOOPERS 68,150 27,500. 39,900.

TOTALS 68,150. 27,500. 39, 900.

ATTACHMENT 5 H83199 2532 V 13-7. 15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 6

FORM 990PF, PART I - OTHER PROFESSIONAL FEES

REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES

JPMORGAN CHASE BANK 94,451. 94,451. LEGG MASON INVESTMENT COUNSEL 606,366. 606,366. OTHER PROFESSIONAL FEES 81,627. 81,627.

TOTALS 782,444. 782,444.

ATTACHMENT 6 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 7

FORM 990PF, PART I - TAXES

REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES

FEDERAL EXCISE TAX 890,000. FICA EXPENSE 60,681. 60,681. STATE UNEMPLOYMENT 1,514. 1,514. DISABILITY INSURANCE 540. 540.

TOTALS 952,735. 62,735.

ATTACHMENT 7 H83199 2532 V 13-7. 15 106201152203 THE SHUBERT FOUNDATION, INC. EIN# 13-6106961 YEAR ENDED 5/31/2014

FORM 990PF, PART I, LINE 19 - DEPRECIATION EXPENSE

DESCRIPTION REVENUE NET AND INVESTMENT EXPENSE INCOME PER BOOKS

EDP EQUIPMENT 1,993 - FURNITURE, FIXTURES, & EQIPMENT 6,974 - BUILDING IMPROVEMENTS 38,364 37,456 TENANT CHANGES 7,233 7,233

TOTAL 54,565 44,689

ATTACHMENT 7A THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 8

FORM 990PF, PART I - OTHER EXPENSES

REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES INSURANCE 30,552. 8,953. 21,599. OFFICE EXPENSE 11,625. 11,625. TELEPHONE 8,875. 8,875. MISCELLANEOUS 2,195. 1,100. 1,095. ELECTRICITY 2,795. 2,795. HEATING 14,350. 14,350. REPAIR & MAINTENANCE 60,304. 36,915. 23,389. PROTECTION 2,753. 400. 2,353. REAL ESTATE TAXES 3,878,025. 3,878,025. WATER & SEWER TAXES 11,737. 11,737. LEASING COMMISSION 25,609. 25,609. LOCAL TRAVEL 6,649. 6,649. MISCELLANEOUS TAXES 1,602. 1,602. PAYROLL SERVICES 3,009. 3,009. OFFICE EQUIP. & COMP SOFTWARE 16,238. 16,238. PUBLICATIONS 5,698. 5,698. MESSENGER SRVC & POSTAGE 2,431. 2,431.

TOTALS 4,084,447. 3,979,884. 104,563.

ATTACHMENT 8 H83199 2532 V 13-7 .15 106201152203 13-6106961 THE SHUBERT FOUNDATION, INC.

FORM 990PF, PART II - U.S. AND STATE OBLIGATIONS ATTACHMENT 9

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV

SEE ATTACHMENT 9A 12,891,850. 13,550,894. 14,526,860.

US OBLIGATIONS TOTAL 12,891,850. 13,550 ,894. 14,526,860.

ATTACHMENT 9 H83199 2532 V 13-7. 15 106201152203 THE SHUBERT FOUNDATION, INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF , PART II, LINE 10a - Investments - US and State Government Obligations

DESCRIPTION 2012 2013 FMV 2013

ISHARES BARCLAYS TIPS BOND FUND 1,393,617 1,393,617 1,666,692 USA NOTES 3.50% 02/15/18 672,000 672,000 730,867 USA NOTES 4.00% 08/15/18 2,753,000 2,753,000 3,064,364 USA NOTES 2.750% 02/15/2019 3,382,000 3,382,000 3,582,891 USA NOTES 3.125% 05/15/2019 875,000 875,000 942,288 USA NOTES 3.625% 02/15/2020 1,564,000 1,564,000 1,728,064 USA NOTES 2.625% 08/15/2020 642,000 642,000 670,954 US TREASURY N/B 2.25% 11/30/2017 1,295,000 1,295,000 1,350,297 US-T NOTES 2.25% 7/31/18 0 440,000 457,820 US-T NOTES 3.125% 5/15/21 0 225,000 241,425 PREMIUM/(DISC) - US BONDS & NOTES 227,599 218,079 0 ACCRUED INTEREST- US BONDS & NOTES 87,635 91,198 91,198

TOTAL 12,891,850 13,550,894 14,526,860

ATTACHMENT 9A THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 10

FORM 990PF, PART II - CORPORATE STOCK

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV

SEE ATTACHMENT 10A 139,801,207. 155,618,824. 249,758,630.

TOTALS 139,801,207. 155, 61824 ^ 249,758,630.

ATTACHMENT 10 H83199 2532 V 13-7 .15 106201152203 Page 1 of 3

THE SHUBERT FOUNDATION, INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF, PART II, LINE 10b - Corporate Stocks

DESCRIPTION 2012 2013 FMV 2013

JP MORGAN INTREPID AMER FUND SELECT 3,234,713 2,748,804 4,086,978 T ROWE PRICE INTERNATIONAL FUND 1,690,243 1,770,327 2,010,829 CULLEN HIGH DIVIDEND EQUITY FUND 3,188,034 3,763,535 5,333,034 MNGRS AMG FD TIMESSQ MID CAP GRWTH 1,376,622 2,186,150 2,842,009 JPMORGAN MID CAP VALUE FUND INSTL 1,470,884 1,855,011 2,854,879 JPM US LARGE CAP CORE(FUND 1002) 9,369,710 6,371,091 8,642,996 SPDR TRUST SERIES 1 1,332,898 2,718,992 3,104,460 HMLP MULTI STRAT PI LTD_HEDGE FUND 5,300,000 5,300,000 6,549,049 ARTISAN INTL VALUE FUND- INV 2,383,020 2,383,020 3,933,956 MATTHEWS ASIA DIVIDEND FUND 1,050,000 1,050,000 1,249,476 VANGUARD MSCI EMERGING MARKETS 1,117,645 704,894 739,688 DODGE & COX INTL STOCK FUND 0 3,881,753 4,361,796 VANGUARD FTSE EUROPE ETF 0 1,442,938 1,531,391 JPM LARGE CAP GRWTH FD - FUND 3 0 2,783,068 2,845,440 APPLE COMPUTER INC. 0 0 3,212,475 DISH NETWORK CORP 106,159 62,909 93,856 TWENTY FIRST CENTURY FOX 0 212,047 227,436 GOOGLE INC 157,307 78,528 1,719,982 GOOGLE INC 0 78,779 1,756,109 MICROSOFT CORP 272,339 272,339 319,332 THERMO ELECTRON CORP 85,746 85,746 3,918,122 VALEANT PHARMACEUTICALS INTE 0 131,623 131,210 ACCRUED DIVIDEND COMMON STOCK 6,587 5,980 0 ALTERA CORP 93,531 93,531 92,764 AON PLC 271,513 238,450 323,784 BERKSHIRE HATHAWAY INC DEL CL 374,955 374,955 423,522 COMCAST CORPORATION 165,548 165,548 217,728 ECOLAB INC. 215,841 215,841 272,975 FIDELITY NATIONAL INFORMATION 108,602 0 0 COCA-COLA CO. 233,449 233,449 229,096 LOEWS CORP 189,504 138,661 129,390 LIBERTY GLOBAL INC SERIES C 216,597 216,597 265,360 MONDELEZ INTERNATIONAL -W/I 152,007 152,007 199,386 3M CO 66,718 66,718 85,530 MORGAN STANLEY 172,320 185,063 225,278 NOBLE ENERGY INC 241,998 212,415 259,452 NESTLE S A 161,260 161,260 3,960,432 NEWS CORP INC CL A 190,459 0 0 ORACLE SYSTEMS INC. 382,856 416,087 3,285,964 PEPSICO INC. 163,042 163,042 2,732,489 PRAXAIR INC. 185,338 150,587 171,912

ATTACHMENT 10A Page 2 of 3

THE SHUBERT FOUNDATION, INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF , PART 11, LINE 10b - Corporate Stocks

DESCRIPTION 2012 2013 FMV 2013

CONSTELLATION BRANDS INC A 107,544 107,544 168,260 UNITED HEALTHCARE CORP 190,101 190,101 3,802,333 WAL MART STORES INC 213,577 213,577 214,956 W R BERKLEY CORP 110,336 110,336 120,339 ROYCE PENNSYLVANIA MUTUAL FUND 4,884,418 5,207,020 6,210,035 HARBOR INTERNATIONAL FUND 9,136,612 9,371,088 11,857,392 APPLE COMPUTER INC. 0 2,994,341 0 AIR PRODUCTS & CHEMICALS 1,039,277 0 0 BROADCOM CORP 1,475,125 0 0 CROWN CASTLE INT'L CORP 1,726,004 1,726,004 4,032,162 CELGENE CORP 1,225,315 730,476 2,371,965 COVIDIEN LTD. 2,512,027 2,235,946 4,094,160 CISCO SYSTEMS INC. 2,272,958 0 0 CHEVRONTEXECO CORP 966,444 966,444 2,664,543 EMERSON ELECTRIC CO 1,349,292 0 0 EXPRESS SCRIPTS INC 1,112,770 752,195 2,154,106 EATON CORP. 0 2,995,082 3,087,611 GILEAD SCIENCES INC 590,376 590,376 3 ,911,886 GENERAL MILLS INC 2,322,796 2,175,838 3,180,447 GOOGLE INC 1,124,950 561,575 1,719,982 GOOGLE INC class a 0 563,375 1,756,109 HOME DEPOT INC 0 2,607,109 2,689,791 STARWOOD HOTELS & RESORTS 1,713,575 1,713,575 2,771,594 INGENICO ADR 0 1,398,941 1,356,750 MCDONALD'S CORP. 743,622 338,311 722,283 NAT'L-OILWELL VARCO INC 3,110,228 3,110,228 4,270,257 NESTLE S A 1,814,341 1,722,170 3,960,432 NETAPP INC 852,946 0 0 NORTHEAST UTILITIES 1,937,744 777,547 1,297,078 POTASH CORP SASKATCHEWAN INC 1,157,402 0 0 SCHLUMBERGER LTD 1,475,466 1,475,466 2,216,052 US BANKCORP 1,880 ,171 1,880,171 2,565,152 UNITED TECHNOLOGIES CORP. 1,459,736 1,271,734 2,746,860 V F CORP 1,259,316 849,571 3,203,937 WELLS FARGO & CO 1,227,310 1,227,310 2,130,729 EXXON MOBIL CORP 1,624,546 1,624,546 2,191,353 YUM BRANDS INC. 1,368,895 1,368,895 3,047,560 ACCRUED DIVIDEND COMMON STOCK 197,781 176,896 0 AFFILIATED MANAGERS GROUP INC. 1,493,142 1,237,068 2,801,653 AMERICAN WATER WORKS CO INC 1,998,576 1,374,861 2,934,343 AMERICAN EXPRESS CO. 2,259,544 2,220,362 4,666,500

ATTACHMENT 10A Page 3 of 3

THE SHUBERT FOUNDATION, INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF, PART II, LINE 10b - Corporate Stocks

DESCRIPTION 2012 2013 FMV 2013

BORG-WARNER INC. 0 1,990,434 2,169,265 GOLDMAN SACHS & CO 114,200 114,200 111,867 JP MORGAN CHASE BANK 1,826,866 1,826,866 2,313,379 ORACLE SYSTEMS INC. 1,888,445 1,840,753 3,285,964 PEPSICO INC. 1,897,196 1,897,196 2,732,489 PARKER-HANNIFIN CORP 0 2,487,404 2,837,086 ANADARKO PETROLEUM C 0 63,325 82,288 CITIGROUP INC 0 320,189 318,719 YUM BRANDS INC. (FKA 0 0 3,047,560 E I DUPONT 1,957,576 1,957,576 2,652,147 DELTA AIRLINES 0 1,326,507 1,456,715 DANAHER CORP 2,632,750 2,632,750 3,906,598 ESTEE LAUDER COMPANI 1,711,550 1,711,550 2,271,783 QUALCOMM 1,828,115 1,828,115 2,443,910 UNITED HEALTHCARE CO 2,247,013 2,247,013 3,802,333 UNION PACIFIC CORP 1,737,835 1,737,835 3,606,787 ARCH CAPITAL GROUP LTD 1,334,887 1,334,887 1,498,398 ACCENTURE PLC 1,108,274 1,108,274 1,584,610 ALLERGAN INC 0 1,814,841 3,013,443 ALEXION PHARMACEUTICALS INC 0 1,362,454 1,517,670 CERNER CORP 1,420,253 1,420,253 1,562,586 CVS 2,374,316 2,374,316 3,625,824 EBAY INC. 1,948,024 1,948,024 1,755,765 QUANTA SERVICES INC 1,249,292 1,249,292 1,632,995 ROBERT HALF INTERNATIONAL 1,257,277 1,257,277 1,843,888 SAP AKTIENGESELLSCHAFT SPONS AD 0 1,263,548 1,287,878 VISA INC CLASS A SHARES 0 2,267,675 2,678,500 VMWARE INC-CLASS A 0 2,556,176 2,882,552 TJX Companies inc. 1,874,124 2,117,622 2,555,883 THERMO ELECTRON CORP 1,607,616 1,324,001 3,918,122 JP MORGAN HEDGE FUND SPV - ACCESS 123,163 52,974 80,055 JP MORGAN MULTI-STRATEGY FUND II 1,247,675 1,247,675 1,734,112 HARDING LOEVNER FDS INC INSTL 4,753,055 0 0 SCHUDDER AG SUPER FU 6,000,000 6,000,000 8,289,300 Rounding difference (9)

TOTAL 139,801,207 155,618,824 249,758,630

ATTACHMENT 10A 13-6106961 THE SHUBERT FOUNDATION, INC.

ATTACHMENT 11

FORM 990PF, PART II - CORPORATE BONDS

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV

SEE ATTACHMENT 11A 34,127,598. 38,746,464. 39,887,035.

TOTALS 34, 12-/,b93. i , /4^4• 3y, 00 1, u3_

ATTACHMENT 11 H83199 2532 V 13-7 .15 106201152203 Page 1 of 2

THE SHUBERT FOUNDATION, INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF, PART II, LINE 10c - Corporate Bonds

DESCRIPTION 2012 2013 FMV 2013

JPM SHORT DURATION BOND FUND 3,739,983 3,742,964 3,819,341 SLM CORP 5.0% 10/01/13 350,000 0 0 ARCHER DANIELS NOTE 5.45% 3/15/18 425,000 425,000 484,330 AT & T INC 5.6% 05/15/18 450,000 450,000 515,835 PEPSICO INC SENIOR NT 5% 06/01/18 440,000 440,000 497,860 GEORGIA POWER CO NT 6% 11/01/2013 225,000 0 0 NOVARTIS CAP CORP 4.125% 2/10/2014 490,000 0 0 MICROSOFT CORP 2.95% 6/1/14 230,000 505,000 505,000 MERCK & CO INC 4% 6/30/2015 370,000 370,000 384,578 BARCLAYS BANK PLC 5% 9/22/2016 465,000 465,000 507,548 BANC OF AMERICA 5.141243% 11/10/42 556,408 322,172 324,588 WESTPAC BANKING CORP 4.2% 2/27/2015 445,000 445,000 457,683 WYETH 5.5% 2/15/2016 605,000 605,000 655,760 BLACKROCK INC 3.5% 12/10/2014 405,000 405,000 411,723 STRYKER CORP 3% 01/15/2015 175,000 175,000 177,888 SIMON PROPERTY GRP LP 4.2% 2/1/2015 90,000 90,000 91,395 BERKSHIRE HATHAWAY INC 3.2% 2/11/15 675,000 675,000 688,568 MEDTRONIC INC 3% 03/15/2015 160,000 160,000 163,536 SHELL INT'L FIN 4.375% 03/25/2020 625,000 625,000 700,000 WELLS FARGO & COMPANY 3.625 4/15/15 130,000 130,000 133,744 TRANS CANADA PIPELINE 3.4% 06/01/15 120,000 120,000 123,468 BANK OF NOVA SCOTIA 2.375% 12/17/13 275,000 0 0 TOTAL CAPITAL SA 3% 6/24/2015 150,000 150,000 154,140 STATOIL ASA 3.125% 8/17/2017 195,000 195,000 207,285 MICROSOFT CORP 1.625% 09/25/15 450,000 450,000 458,145 BANK OF NOVA SCOTIA 2.05% 10/07/15 275,000 275,000 281,215 RABOBANK NEDERLAND 2.125% 10/13/15 525,000 525,000 537,285 EBAY INC 1.625% 10/15/15 380,000 380,000 387,030 WESTPAC BANKING CORP 1.85% 12/09/13 655,000 0 0 QUESTAR CORP 2.75% 02/01/16 115,000 115,000 118,519 CR BARD INC 2.875% 01/15/16 200,000 200,000 207,660 GENERAL ELEC CAP 4.625% 1/07/21 250,000 250,000 279,075 BERKSHIRE HATHAWAY 1.5% 1/10/14 315,000 0 0 RABOBANK NEDERLAND 4.5% 1/11/21 1,000,000 1,000,000 1,105,800 GOLDMAN SACHS 3.625 2/7/16 480,000 480,000 501,648 JPM CHASE & CO. 3.45% 3/01/16 600,000 600,000 627,240 VERIZON COMMUNICATIONS 6.35% 4/1/19 425,000 425,000 506,643 WELLS FARGO & COMPANY 4.6% 4/1/21 400,000 400,000 445,840 Blackrock Inc 4.250% 5/24/21 500,000 500,000 550,700 COMMERCIAL MORT 6.00 448,661 328,729 330,011 WACHOVIA BANK COMM 5 372,119 0 0

ATTACHMENT 11A Page 2 of 2

THE SHUBERT FOUNDATION , INC EIN #13-6106961 YEAR ENDED 5/31/2014

FORM 990PF , PART II, LINE 10c - Corporate Bonds

DESCRIPTION 2012 2013 FMV 2013

FLUOR CORP 3.375% 09 250,000 250,000 257,950 TOYOTA MOTOR CC MTN 500,000 500,000 514,250 SIMON PROPERTY GRP 4 275,000 275,000 298,430 SYNGENTA FINANCE 3.1 300,000 300,000 302,640 NELNET STUDENT LOAN 750,000 750,000 784,875 AMEX CREDIT MYN 1.75% 6/12/15 350,000 350,000 354,935 TEXAS INSTRUMENTS INC 1.650% 8 450,000 450,000 443,880 BANK OF MONTREAL 1.4% 9/11/17 350,000 350,000 350,595 MERCK & CO INC 1.1% 1/31/18 250,000 250,000 247,100 NYSE EURONEXT 2% 10/5/17 450,000 450,000 460,575 UNITEDHEALTH 1.400% 10/15/17 150,000 150,000 150,945 INTEL CORP 1.350% 12/15/2017 475,000 475,000 475,713 CELLCO PN WIRELESS 5.55% 2/1/ 475,000 0 0 JP MORGAN CHASE 6% 1/15/18 200,000 200,000 229,960 GENERAL ELEC CAP CORP 5.625% 5 250,000 250,000 287,275 SBC COMMUNICATIONS 5.625% 06/1 0 200,000 219,240 INTERCONTINENTALEXCHNGE2.5%10/1 0 150,000 154,080 BANK OF NOVIA SCOTIA 2.05% 10/3 0 475,000 479,038 PHILLIP MORRIS INTL 3.6% 11/15/ 0 250,000 257,325 US BANCORP 2.95% 7/15/22 0 475,000 467,970 CISCO SYSTEMS INC 2.125% 3/1/19 0 450,000 454,410 INTERCONTINENTAL EXCHANGE4%10/1 0 400,000 423,120 STATE STREET CORP 3.7% 11/20/23 0 250,000 260,200 NBC UNIVERSAL LLC 4.375% 4/1/21 0 600,000 663,540 ING FUNDING DISC PROM NT 8/11/1 0 1,500,000 1,499,100 APPLE INC 2.100% 5/6/19 0 600,000 605,700 PFIZER INC 1.1 % 5/15/17 0 900,000 902,700 WELLS FARGO CO 5.125% 9/15/16 0 213,000 232,170 JP MORGAN CHASE NA 6% 10/1/17 0 425,000 484,458 PREMIUM/(DISC) - CORP BONDS & NOTES 255,439 300,312 0 PREPAID INTEREST - CORP BONDS & NTS 9,962 9,828 9,828 ACCRUED INTEREST - CORP BONDS & NTS 178,782 176,666 176,666 PAYDEN HIGH INCOME FUND 2,030,354 2,030,354 2,160,014 JPMORGAN STRATEGIC INCOME (3844) 3,801,076 4,162,540 4,174,011 RIDGEWORTH FDS TR 3,182,997 3,748,513 3,756,881 ACCRUED INTEREST - CASH EQUIVALENTS 11,764 6,308 6,308 ACCRUED INTEREST - MUTUAL FUND 54 77 77

TOTAL 34, 127,598 38,746,464 39,887,035

ATTACHMENT 11A THE SHUBERT FOUNDATION, INC. 13-6106961 YEAR ENDED 5/31/2014

FORM 990PF , PART II, LINE 11 - INVESTMENTS - LAND, BUILDINGS AND EQUIPMENT

Description 2012 2013 FMV 2013

LAND, BUILDINGS & EQUIPMENT 16,600,000 16,600,000 199,500,000

TOTAL 16,600,000 16,600,000 199,500,000

1 ATTACHMENT 11B THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 12

FORM 990PF, PART II - OTHER INVESTMENTS

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV

INVESTMENT IN THE SHUBERT 49,300,000 49,300,000. 49,300,000. ORGANIZATION

TOTALS 49,300,000. 49,300,000. 49,300,000.

ATTACHMENT 12 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. EIN# 13-6106961 YEAR ENDED 5 /31/2014

FORM 990PF, PART II, LINE 14 - LAND, BUILDINGS & EQUIPMENT

AMOUNT ACCUMULATED NET BOOK DEPRECIATION VALUE

BUILDING IMPROVEMENTS 1,140,963 150,777 990,186 FURNITURE & FIXTURES 41,468 19,673 21,795 EDP EQUIPMENT 10,143 4,275 5,868 TENANT CHANGES 253,707 101,190 152,517

TOTAL 1,446,281 275,915 1,170,366

* FMV OF ABOVE ASSETS ARE INCLUDED ON BALANCE SHEET LINE 11 COLUMN C.

ATTACHMENT 12A 13-6106961 THE SHUBERT FOUNDATION, INC.

ATTACHMENT 13

FORM 990PF, PART II - OTHER ASSETS

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE FMV

PREPAID EXPENSES 6,729. 6,930. 6,930. PREPAID INSURANCE 2,589. 2,669. 2,669. SECURITY DEPOSITS 77,818. 77,847. 77,847. PREPAID REAL ESTATE TAXES 16,143. 17,297. 17,297. PREPAID LEASE COMMISSIONS 134,988. 109,379. 109,379. PREPAID INDUSTRIAL EQ MAINT 233. 233. 233.

TOTALS 238,500. 214,355. 214,355.

ATTACHMENT 13 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 14

FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES

DESCRIPTION AMOUNT

NONDEDUCTIBLE PENSION & POSTRETIREMENT 201,592. BENEFIT EXPENSE

TOTAL 201,592.

H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

ATTACHMENT 15

FORM 990 PF, PART VII-A, LINE 11A-TRANSFERS FROM CONTROLLED ENTITY STATEMENT

TOTAL AMOUNT 20,000,000.

CONTROLLED ENTITY'S NAME: SHUBERT ORGANIZATION, INC. CONTROLLED ENTITY'S ADDRESS: 234 WEST 44TH STREET CITY, STATE & ZIP: NEW YORK, NY 10036 EIN: 13-2751366 TRANSFER AMOUNT: 20,000,000. EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY: DIVIDEND FROM PROGRAM RELATED INVESTMENT

H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 16

CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES

MICHAEL SOVERN PRESIDENT 108,077. 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

LEE J. SEIDLER DIRECTOR 0 0 0 234 WEST 44TH STREET 2.00 NEW YORK, NY 10036

STUART SUBOTNICK DIRECTOR 0 0 0 234 WEST 44TH STREET 2.00 NEW YORK, NY 10036

WYCHE FOWLER JR. DIRECTOR 0 0 0 234 WEST 44TH STREET 2.00 NEW YORK, NY 10036

DIANA PHILLIPS DIRECTOR 0 0 0 234 WEST 44TH STREET 2.00 NEW YORK, NY 10036

PHILIP J. SMITH CHAIRMAN 0 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

ATTACHMENT 16 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 16 (CONT'D)

CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES

ROBERT E. WANKEL VICE PRESIDENT 0 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

ELLIOT H. GREENE TREASURER 0 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

VICKI REISS ASST SECRETARY/EXECUTIVE DIR 308,558. 86,002. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

GILBERT HOOVER SECRETARY 0 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

JUAN CALVO ASSISTANT TREASURER 0 0 0 234 WEST 44TH STREET 5.00 NEW YORK, NY 10036

GRAND TOTALS 416,635. 86,002. 0

ATTACHMENT 16 H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES ATTACHMENT 17

TITLE AND AVERAGE CONTRIBUTIONS EXPENSE ACCT HOURS PER WEEK TO EMPLOYEE AND OTHER NAME AND ADDRESS DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES

AMY WINE-DORFMAN PROGRAM DIRECTOR 149,039. 69,345. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

MARY ANN CHACH ARCHIVIST 107,098. 54,021. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

MICHELLE TRAVIS UNTIL 5/5/2014 PROGRAM ASSOCIATE 112,559. 34,373. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

MARK SWARTZ ARCHIVIST 84,146. 49,115. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

SYLVIA WANG ARCHIVIST 55,994. 52,572. 0 234 WEST 44TH STREET 40.00 NEW YORK, NY 10036

TOTAL COMPENSATION 508,836. 259,426. 0

ATTACHMENT 17 H83199 2532 V 13-7.15 106201152203 THE SHUBERT FOUNDATION, INC. 13-6106961

990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS

ATTACHMENT 18

NAME AND ADDRESS TYPE OF SERVICE COMPENSATION

LEGG MASON INVESTMENT COUNSEL INVESTMENT ADVISOR 606,366. 13985 COLLECTION CENTER DRIVE CHICAGO, IL 60693

JPMORGAN CHASE BANK INVESTMENT ADVISOR 94,451. PO BOX 6117 NEWARK, DE 19714-6117

PRICEWATERHOUSECOOPERS LLP ACCOUNTING/TAX 68,150. 300 MADISON AVENUE NEW YORK, NY 10017

EAGLE CAPITAL MANAGEMENT LLC INVESTMENT ADVISOR 64,627. 499 PARK AVENUE #17 NEW YORK, NY 10022

TOTAL COMPENSATION 833,594.

H83199 2532 V 13-7 .15 106201152203 THE SHUBERT FOUNDATION, INC. EIN# 13-6106961 YEAR ENDED MAY 31, 2014

FORM 990PF, PART XV, LINE 2

APPLICATIONS TO THE SHUBERT FOUNDATION SHOULD BE ADDRESSED TO:

VICKI REISS, EXECUTIVE DIRECTOR THE SHUBERT FOUNDATION, INC. 234 WEST 44TH STREET, NEW YORK, NY 10036 TELEPHONE (212)944-3777

ALL REQUESTS MUST BE SUBMITTED ON THE FOUNDATION'S APPLICATION FORM AND INCLUDE A COPY OF THE APPLICANT'S LETTER FROM THE U.S. TREASURY DEPARTMENT GRANTING FEDERAL TAX EXEMPTION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. TO BE ELIGIBLE FOR A GRANT, APPLICANTS MUST SUBMIT FINANCIAL STATEMENTS FOR THEIR MOST RECENT FISCAL YEAR, AUDITED BY CERTIFIED PUBLIC ACCOUNTANTS. THE PRINCIPAL GOAL OF THE GRANTS PROGRAM IS TO BUILD AND PERPETUATE THE LIVE PERFORMING ARTS, PARTICULARLY THE PROFESSIONAL THEATRE, IN THE UNITED STATES. ACCOMPLISHMENT OF THIS GOAL INVOLVES SUPPORT BOTH OF THE THEATRICAL INSTITUTIONS AND OF THOSE OTHER ELEMENTS OF THE PERFORMING ARTS AND RELATED INSTITUTIONS THAT ARE NECESSARY TO MAINTAIN AND SUPPORT THE THEATRE. THE SHUBERT FOUNDATION GENERALLY DOES NOT PROVIDE FUNDS FOR: AUDIENCE DEVELOPMENT; DIRECT SUBSIDIES TO REDUCED PRICE ADMISSIONS; OR PERFORMING GROUPS WHOSE PRINCIPAL PURPOSE IS TO BRING THEATRICAL PRODUCTIONS TO SPECIALIZED AUDIENCES. GENERALLY, SUPPORT IS NOT PROVIDED FOR "BRICKS AND MORTAR" PROJECTS.

ATTACHMENT 18A THE SHUBERT FOUNDATION, INC. 13-6106961

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND

RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT

22,495,000. SEE ATTACHMENT 20 FOR DETAILS

TOTAL CONTRIBUTIONS PAID

ATTACHMENT 19

H83199 2532 V 13-7.15 106201152203 The Shubert Foundation , Inc, 13-6106961 Page 1 of 9 Grants Paid During FYE May 31, 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT 52nd Street Protect, Inc, The PC 789 Tenth Avenue New York, NY 10019 General Operating Support $ 10,000 7 Stages Inc. PC 1105 Euclid Avenue Atlanta, GA 30307 General Operating Support 15,000 Aaron Davis Hall, Inc PC 150 Convent Avenue New York, NY 10031 General Operating Support 10,000 Abingdon Theatre Company PC 312 W 36th Street 6th Floor New York, NY 10018 General Operating Support 15,000 About Face Theatre Collective, Inc PC 5252 N Broadway Suite 2W Chicago, IL 60640 General Operating Support 15,000 Actor's Theatre of Charlotte PC 650 East Stonewall Street Charlotte, NC 28202 General Operating Support 25,000 Actors Company Theatre, Inc PC 900 Broadway Suite 905 New York, NY 10003 General Operating Support 20,000 Actors Theatre of Louisville, Inc PC 318 West Main Street Louisville, KY 40202 General Operating Support 200,000 Actors Theatre of Phoenix PC P O Box 1924 Phoenix, AZ 85001-1924 General Operating Support 30,000 Actors' Gang, The PC 9070 Venice Blvd Culver City, CA 90232 General Operating Support 30,000 Adirondack Theatre Festival, Inc PC PO Box 3203 Glens Falls, NY 12801 General Operating Support 10,000 Adventure Theatre, Inc PC 7300 MacArthur Boulevard Glen Echo, MD 20812 General Operating Support 25,000 Alabama Shakespeare Festival, Inc PC I Festival Drive Montgomery, AL 36117-4605 General Operating Support 140,000 Alley Theatre PC 615 Texas Avenue Houston, TX 77002 General Operating Support 120,000 Alliance for Inclusion in the Arts PC 1560 Broadway Suite 709 New York, NY 10036 General Operating Support 60,000 Alliance of Resident Theatres/New York, The PC 520 Eighth Avenue Suite 319 New York, NY 10018 General Operating Support 120,000 Alliance Theatre Company PC 1280 Peachtree Street NE Atlanta, GA 30309 General Operating Support 170,000 Allied Theatre Group PC 821 W Vickery Boulevard Fort Worth, TX 76104 General Operating Support 15,000 Alonzo King's Lines BalletSan Francisco Dance Center PC 26 Seventh Street San Francisco, CA 94103 General Operating Support 40,000 AMAS Musical Theatre, Inc PC 115 MacDougal Street Suite 2B New York, NY 10012 General Operating Support 20,000 American Academy of Dramatic Arts PC 120 Madison Avenue New York, NY 10016 Support for the Shubert Scholars 45,000 prorogram American Blues Theater PC 1016 N Dearborn Street Chicago, IL 60610 General Operating Support 10,000 American Conservatory Theatre Foundation PC 30 Grant Avenue 6th Floor San Francisco, CA 94108 General Operating Support 160,000 American Dance Festival PC Box 90772 Durham, NC 27708 General Operating Support 20,000 American Players Theatre of Wisconsin PC P O Box 819 Spring Green, WI 53588 General Operating Support 30,000 American Repertory Theatre, Inc PC 64 Brattle Street Cambridge, MA 02138 General Operating Support 190,000 American Stage Company, Inc PC PO Box 1560 St Petersburg, FL 33731 General Operating Support 20,000 American Theater Company PC 1909 W Byron Street Chicago, IL 60613 General Operating Support 10,000 American Theatre Wing PC 570 Seventh Avenue, Suite 501 New York, NY 10018 General Operating Support 10,000 Apollo Theatre Foundation, Inc PC 253 West 125th Street New York NY 10027 General Operating Support 15,000 Appalshop, Inc PC PO Box 771 Norton VA 24273 General Operating Support 15,000 Arden Theatre Company PC 40 N 2nd Street Philadelphia, PA 19106 General Operating Support 70,000 Arizona Theatre Company PC P O Box 1631 Tucson, AZ 85702-1631 General Operating Support 25,000 Arkansas Arts Center Foundation PC P O Box 2137 Little Rock, AR 72203-2137 General Operating Support 10,000 Arkansas Repertory Theatre PC PO Box 110 Little Rock, AR 72203-0110 General Operating Support 55,000 Ars Nova Theater I, Inc PC 511 West 54th Street New York, NY 10019 General Operating Support 20,000 Artists Repertory Theatre PC 1515 SW Morrison Portland, OR 97205 General Operating Support 40,000 Arts & Business Council, Inc PC 1 East 53rd Street 3rd Floor New York, NY 10022 General Operating Support 10,000 Arts/Boston, Inc PC 31 St James Avenue Suite 360 Boston, MA 02116 General Operating Support 15,000 ArtsPower, Inc PC 9 Sand Park Road Suite 6 Cedar Grove, NJ 07009 General Operating Support 15,000 Asolo Theatre, Inc PC 5555 North Tamiami Trail Sarasota, FL 34243 General Operating Support 45,000 Atlanta Ballet, Inc PC 1695 Marietta Boulevard NW Atlanta, GA 30318 General Operating Support 30,000 Atlantic Theater Company PC 76 Ninth Avenue Suite 537 New York, NY 10011 General Operating Support 130,000 Aurora Theatre Company PC 2081 Addison Street Berkeley, CA 94704 General Operating Support 25,000 Aurora Theatre, Inc PC P 0 Box 2014 Lawrenceville, GA 30046 General Operating Support 20,000 Ballet Arizona PC 2835 E Washington Street Phoenix, AZ 85034 General Operating Support 25,000 Ballet Austin PC 501 West 3rd Street Austin, TX 78701 General Operating Support 25,000 Ballet Hispanico of New York, Inc PC 167 West 89th Street New York, NY 10024-1901 General Operating Support 60,000 Ballet Memphis PC 7950 Trinity Road Memphis, TN 38018 General Operating Support 20,000 Ballet Metropolitan, Inc PC 322 Mount Vernon Avenue Columbus, OH 43215 General Operating Support 60,000 Ballet Tech Foundation, Inc PC 890 Broadway New York, NY 10003 General Operating Support 35,000 Ballet Theatre Foundation, Inc PC 890 Broadway 3rd Floor New York, NY 10003-1278 General Operating Support 225,000 Ballet West PC 304 Trolley Square Salt Lake City, UT 84102 General Operating Support 35,000 Ballet X PC 265 South Broad Street Philadelphia, PA 19107 General Operating Support 20,000 Barrington Stage Company PC 30 Union Street Pittsfield, MA 01201 General Operating Support 60,000 Barter Foundation, Inc, The PC P O Box 867 Abingdon, VA 24212-0867 General Operating Support 50,000 Baryshnikov Arts Center PC 450 West 37th Street Suite 501 New York, NY 10018 General Operating Support 15,000 Bay Street Theatre Festival, Inc PC PO Box 810 Sag Harbor, NY 11963 General Operating Support 30,000 Berkeley Repertory Theatre PC 999 Hamson Street Berkeley, CA 94710 General Operating Support 190,000 Berkshire Theatre Festival, Inc PC 111 South Street Pittsfield, MA 01201 General Operating Support 40,000 Big Apple Circus, Ltd PC One Metrotech Center North 3rd Floor Brooklyn, NY 11201 General Operating Support 25,000 The Shubert Foundation , Inc, 13-6106961 page 2 of 9 Grants Paid During FYE May 31 , 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT 457000 Birmingham Children's Theatre, Inc , The PC P 0 Box 1362 Birmingham, AL 35201-1362 General Operating Support 20,000 Bloomsburg Theatre Ensemble, The PC 226 Center Street Bloomsburg, PA 17815 General Operating Support 35,000 Blue Apple Players PC P 0 Box 4261 Louisville, KY 40204 General Operating Support 15,000 Blue Barn Theatre, The PC 614 South 11th Street Omaha, NE 68102 General Operating Support 30,000 Boise Contemporary Theater, Inc PC 854 Fulton Street Boise, ID 83702 General Operating Support 15,000 Book-It Repertory Theatre PC 305 Harrison Street Seattle, WA 98109 General Operating Support 85,000 Boston Ballet, Inc PC 19 Clarendon Street Boston, MA 02116 General Operating Support 10,000 Bristol Riverside Theatre, Inc PC P 0 Box 1250 Bristol, PA 19007 General Operating Support 200,000 Brooklyn Academy of Music PC 30 Lafayette Avenue Brooklyn, NY 11217-1486 General Operating Support 40,000 California Shakespeare Festival PC 701 Heinz Avenue Berkeley, CA 94710 General Operating Support 10,000 Cape May Stage, Inc PC 31 Perry Street Cape May, NJ 08204 General Operating Support 20,000 Capital Repertory Company PC 432 State Street Schenectady, NY 12305 General Operating Support 15,000 Career Transition For Dancers, Inc PC 165 W 46th Street Suite 701 New York, NY 10036 General Operating Support 70,000 Carnegie Hall Society, The PC 881 Seventh Avenue New York, NY 10019 General Operating Support 65,000 Carolina Ballet, Inc PC 3401-131 Atlantic Avenue Raleigh, NC 27604 General Operating Support 10,000 Centenary College-Centenary Stage Company PC 400 Jefferson Street Hackettstown, NJ 07840 General Operating Support Center for Puppetry Arts, Inc PC 1404 Sprang Street NW Atlanta, GA 30309-2820 General Operating Support 10,000 10,000 Center for the Arts at Ithaca, Inc PC P 0 Box 205 Ithaca, NY 14851 General Operating Support 175,000 Center Stage Associates, Inc PC 700 North Calvert Street Baltimore, MD 21202 General Operating Support Center Theatre Group of Los Angeles PC 601 West Temple Street Los Angeles, CA 90012 General Operating Support 185,000 15,000 Central Square Theater PC 450 Massachusetts Avenue Cambridge, MA 02139 General Operating Support 10,000 Chicago Children's Theatre PC 1464 North Milwaukee Avenue 2nd Fir Chicago, IL 60622 General Operating Support 15,000 Chicago Dramatists PC 1105 West Chicago Avenue Chicago, IL 60642 General Operating Support Chicago Shakespeare Theater PC 800 East Grand Avenue Chicago, IL 60611 General Operating Support 60,000 Chicago Theatre Group, Inc PC 170 N Dearborn Street Chicago, IL 60601-3205 General Operating Support 300,000 Children's Theatre Company, The PC 2400 Third Avenue South Minneapolis, MN 55404 General Operating Support 135,000 Children's Theatre of Charlotte, Inc PC 300 East Seventh Street Charlotte, NC 28202 General Operating Support 35,000 Chlldsplay, Inc PC 900 S Mitchell Drive Tempe, AZ 85281 General Operating Support 45,000 Cincinnati Ballet Company, Inc. PC 1555 Central Parkway Cincinnati, OH 45214 General Operating Support 35,000 Cincinnati Playhouse in the Park PC P 0 Box 6537 Cincinnati, OH 45206-0537 General Operating Support 90,000 Cincinnati Shakespeare Festival PC 719 Race Street Cincinnati, OH 45202 General Operating Support 10,000 Circle Theatre PC P 0 Box 470456 Fort Worth, TX 76147 General Operating Support 15,000 Circuit Playhouse, Inc PC 66 South Cooper Street Memphis, TN 38104 General Operating Support 40,000 City Center 55th Street Theater Foundation, Inc PC 130 West 56th Street New York, NY 10019 Operating Support for Encoresl Series 100,000 City Center 55th Street Theater Foundation, Inc PC 130 West 56th Street New York, NY 10019 Operating Support for 60,000 dance programming City Theatre Company, Inc PC 1300 Bingham Street Pittsburgh, PA 15203 General Operating Support 65,000 Civilians, Inc, The PC 138 South Oxford Street Suite 3C Brooklyn, NY 11217 General Operating Support 30,000 Cleveland Play House, The PC 1901 East 13th Street Suite 200 Cleveland, OH 44115 General Operating Support 85,000 Cleveland Public Theatre, Inc PC 6415 Detroit Avenue Cleveland, OH 44102 General Operating Support 15,000 Clubbed Thumb, Inc PC 195 Chrystie Street #401A New York, NY 10002 General Operating Support 20,000 Colorado Ballet PC 1278 Lincoln Street Denver, CO 80203 General Operating Support 55,000 Columbus Children's Theatre PC 177 East Naghten Street Columbus, OH 43215 General Operating Support 10,000 Commonweal Theatre Company PC PO Box 15 Lanesboro, MN 55949 General Operating Support 15,000 Company One, Inc PC 539 Tremont Street Studio 202 Boston, MA 02116 General Operating Support 15,000 Connecticut Players Foundation, Inc , The PC 222 Sargent Drive New Haven, CT 06511 General Operating Support 190,000 Connecticut Theatre Foundation PC 25 Powers Court Westport, CT 06880 General Operating Support 30,000 Contemporary American Theater Festival PC P 0 Box 429 Shepherdstown WV 25443 General Operating Support 30,000 Contemporary American Theatre Company PC 55 E State Street Columbus, OH 43215 General Operating Support 20,000 Contemporary Theatre, A PC 700 Union Street Seattle, WA 98101-4037 General Operating Support 60,000 Cornerstone Theater Company PC 708 Traction Avenue Los Angeles, CA 90013 General Operating Support 55,000 Coterie, Inc, The PC 2450 Grand Blvd Suite 144 Kansas City, MO 64108 General Operating Support 50,000 Court Theatre Fund SO I 5535 South Ellis Avenue Chicago, IL 60637 General Operating Support 60,000 Creede Repertory Theatre PC P 0 Box 269 Creede, CO 81130 General Operating Support 20,000 CSC Repertory, Ltd PC 136 East 13th Street New York, NY 10003 General Operating Support 60,000 Cultural Alliance of Greater Washington, The PC 975 F Street NW Suite 303 Washington, DC 20004 General Operating Support 15,000 Curious Theatre Company PC 1080 Acorns Street Denver, CO 80204 General Operating Support 30,000 Cygnet Theatre Company PC 2410 Congress Street San Diego, CA 92110 General Operating Support 15,000 D'Youville College PC 320 Porter Avenue Buffalo, NY 14201 General Operating Support for 15,000 Kavinoky Theatre Dallas Children's Theater PC 5938 Skillman Dallas, TX 75231 General Operating Support 40,000 Dallas Theater Center, The PC 2400 Flora Street Dallas, TX 75201 General Operating Support 125,000 The Shubert Foundation, Inc, 13-6106961 Page 3 of 9 Grants Paid During FYE May 31, 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT Dance Place PC 3225 8th Street NE Washington, DC 20017 General Operating Support 10000 Dance Theater Foundation, Inc PC The Joan Weill Center for Dance 405 West 55th Street New York, NY 10019 General Operating Support 200,000 Dance Theatre of Harlem PC 466 West 152nd Street New York, NY 10031-1896 General Operating Support 60,000 Dance/USA PC 1111 16th Street NW Suite 300 Washington, DC 20036 General Operating Support 45,000 Danspace Project, Inc PC 131 East 10th Street New York, NY 10003 General Operatinq Support 15,000 Davner Theatricals, Inc PC P 0 Box 90904 Raleigh, NC 27675 General Operating Support 15,000 Deep Ellum Theatre Group PC 3100 Main Street #16 Dallas, TX 75226 General Operating Support 15,000 Denver Center Theatre Company PC 1101 13th Street Denver, CO 80204 General Operating Support 140,000 Discalced, Inc PC 3 Lafayette Avenue Brooklyn, NY 11217-1415 General Operating Support 40,000 District of Columbia Jewish Community Center, Inc PC Jewish Community Center 1529 16th Street NW Washington, DC 20036 General Operating Support for 30,000 Theater J DOVA, Inc PC 260 West Broadway Suite #4 New York, NY 10013 General Operating Support 25,000 Drama League of New York, Inc, The PC 32 Avenue of the Americas Suite 320 New York, NY 10013 General Operating Support 15,000 E Monte Motion, Inc PC 481 Eighth Avenue Suite 543 New York, NY 10001 General Operating Support 10,000 East West Players, Inc PC 120 Judge John Also Street Los Angeles, CA 90012 General Operating Support 25,000 Elevator Repair Service Theater, Inc PC 47 Great Jones Street 3rd Floor New York, NY 10012 General Operating Support 15,000 Emerson College PC 120 Boylston Street Boston, MA 02116 General Operating Support for 15,000 Arts Emerson Ensemble Studio Theatre, The PC 549 West 52nd Street New York, NY 10019 General Operating Support 85,000 Ensemble Theatre of Cincinnati PC 1127 Vine Street Cincinnati, OH 45202 General Operating Support 25,000 Eugene Ballet Company PC 1590 Willamette Street Eugene, OR 97401 General Operating Support 10,000 Eugene O'Neill Memorial Theater Center, Inc PC 305 Great Neck Road Waterford, CT 06385 General Operating Support 70,000 Everyman Theatre PC 315 W Fayette Street Baltimore, MD 21201 General Operating Support 35,000 First Stage Milwaukee, Inc PC 325 W Walnut Street Milwaukee, WI 53212 General Operating Support 60,000 Flea Theater, Inc , The PC 41 White Street New York, NY 10013 General Operating Support 30,000 Florida Repertory Company, Inc PC P O Box 2483 Fort Myers, FL 33902 General Operating Support 25,000 Florida Studio Theatre, Inc PC 1241 North Palm Avenue Sarasota, FL 34236 General Operating Support 40,000 Folger Shakespeare Library administered by Trustees of Amherst College PC 201 East Capitol Street SE Washington, DC 20003 General Operating Support for 10,000 the Folger Theatre Folksblene Yiddish Theatre PC 90 John Street Suite 410 New York, NY 10038 General Operating Support 15,000 Ford's Theatre Society PC 511 Tenth Street, NW Washington, DC 20004 General Operating Support 65,000 Forward Theater Company PC P O Box 14574 Madison, WI 53705 General Operating Support 15,000 Foundation Center, The PC 79 Fifth Avenue New York, NY 10003-3076 General Operating Support 20,000 Foundry Theatre, Inc, The PC 140-142 Second Avenue Suite 405 New York, NY 10003 General Operating Support 20,000 Fulton Opera House Foundation PC P O Box 1865 Lancaster, PA 17608 General Operating Support 10,000 Fund for Public Schools/NYC Dept of Education PC 52 Chambers Street New York, NY 10007 Support for the ninth year of the 210,000 Music Theatre International/Broadway Junior project in NYC public schools Fund for Public Schools/NYC Dept of Education PC 52 Chambers Street New York, NY 10007 Support of Shubert Leader and Teacher 165,000 Development, including Shubert Arts Leadership Institute & Intervisitations, Shubert Elementary & Middle School, Theatre Support Partnerships,Teachei Professional Development & Resources, Theater Administration Support, Theatre Fellows/New Teacher Support Fusion PC 700 1st Street NW Albuquerque, NM 87102 General Operating Support 25,000 GALA, Inc PC 2437 15th Street NW Washington, DC 20009 General Operating Support 15,000 Gallim Dance Company, Inc PC 520 Clinton Avenue Brooklyn, NY 11238 General Operating Support 10,000 Garth Fagan Dance Inc PC 50 Chestnut Street Rochester, NY 14604 General Operating Support 10,000 Geffen Playhouse, Inc PC 10886 Le Conte Avenue Los Angeles, CA 90024 General Operating Support 110,000 Genesee Valley Arts Foundation, Inc PC 75 Woodbury Boulevard Rochester, NY 14607 General Operating Support 95,000 George Street Playhouse, Inc PC 9 Livingston Avenue New Brunswick, NJ 08901 General Operating Support 70,000 Georgia Shakespeare Festival, Inc PC 4484 Peachtree Road NE Atlanta, GA 30319 General Operating Support 15,000 Gilloury Institute PC 6 East Monroe Street Suite 801 Chicago, IL 60603 General Operating Support 15,000 Gloucester Stage Company PC 267 East Main Street Gloucester, MA 01930 General Operating Support 15,000 Goodspeed Opera House Foundation, Inc PC PO Box A East Haddam, CT 06423 General Operating Support 110,000 Great Lakes Theater Festival PC 1501 Euclid Avenue Suite 300 Cleveland, OH 44115 General Operating Support 20,000 Greenbrier Repertory Theatre Co, Inc PC P 0 Box 494 Lewisburq, WV 24901 General Operating Support 15,000 Group I Acting Company, Inc PC P 0 Box 898 Times Square Station New York, NY 10108 General Operating Support 70,000 Gulfshore Playhouse PC 755 8th Avenue South Naples, FL 34102 General Operating Support 15,000 The Shubert Foundation, Inc, 13-6106961 Page 4 of 9 Grants Paid During FYE May 31, 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT Guthrie Theater Foundation, The PC 818 South Second Street Minneapolis, MN 55415 General Operating Support 135-000 Harlem School of the Arts, The PC 645 St Nicholas Avenue New York, NY 10030 General Operating Support 50,000 Hartford Stage Company, Inc PC 50 Church Street Hartford, CT 06103 General Operating Support 190,000 History Theatre, Inc, The PC 30 East 10th Street Saint Paul, MN 55101 General Operating Support 25,000 Home for Contemporary Theatre and Art PC 145 Sixth Avenue New York, NY 10013 General Operating Support 25,000 Honolulu Theatre for Youth PC 1149 Bethel Street Suite 700 Honolulu, HI 96813 General Operating Support 30,000 Horizon Theatre Company PC PO Box 5376 Atlanta, GA 31107 General Operating Support 30,000 Houston Ballet Foundation PC 601 Preston Street Houston, TX 77002 General Operating Support 75,000 Hubbard Street Dance Chicago PC 1147 W Jackson Boulevard Chicago, IL 60607-2905 General Operating Support 65,000 Hudson Valley Shakespeare Festival, The PC 140 Main Street Cold Spring, NY 10516 General Operating Support 10,000 Human Race, Inc, The PC 126 North Main Street Suite 300 Dayton, OH 45402-1766 General Operating Support 30,000 Huntington Theatre Company, Inc , The PC 264 Huntington Avenue Boston, MA 02115 General Operating Support 150,000 Illusion Theater & School, Inc PC 528 Hennepin Avenue Suite 704 Minneapolis, MN 55403 General Operating Support 10,000 Imagination Stage, Inc PC 4908 Auburn Avenue Bethesda, MD 20814 General Operating Support 50,000 Indiana Repertory Theatre, Inc PC 140 W Washington Street Indianapolis, IN 46204-3465 General Operating Support 45,000 InterAct, Inc PC The Adrienne, 2030 Sansom Street Philadelphia, PA 19103 General Operating Support 50,000 International Arts Relations, Inc PC P 0 Box 756 Times Square Station New York, NY 10108 General Operating Support 25,000 International City Theatre PC 110 Pine Avenue Suite 820 Long Beach, CA 90832 General Operating Support 15,000 Intiman Theatre PC P O Box 19537 Seattle, WA 98109 General Operating Support 10,000 Irish Classical Theatre Company PC 625 Main Street Buffalo, NY 14203 General Operating Support 10,000 Irish Repertory Theatre Company, Inc, The PC 132 West 22nd Street New York, NY 10011 General Operating Support 50,000 Jacob's Pillow Dance Festival, Inc PC 358 George Carter Road Becket MA 01223 General Operating Support 60,000 Jazz at Lincoln Center, Inc PC 3 Columbus Circle 12th Fir New York, NY 10019 General Operating Support 25,000 Jewish Ensemble Theatre, The PC 6600 West Maple West Bloomfielr MI 48322 General Operating Support 15,000 Jotfrey Ballet of Chicago, The PC 10 E Randolph Street Chicago, IL 60601 General Operating Support 70,000 Joyce Theater Foundation, Inc, The PC 175 Eighth Avenue New York, NY 10011 General Operating Support 125,000 Jullliard School, The PC 60 Lincoln Center Plaza New York, NY 10023 Support for the Shubert Scholars 60,000 program at the Drama Division of The Juilliard School Jungle Theatre PC 2951 Lyndale Avenue South Minneapolis, MN 55408 General Operating Support 20,000 Kansas City Ballet Association, Inc PC 500 W Pershing Road Kansas City, MO 64108-2430 General Operating Support 40,000 Kansas City Repertory Theatre, Inc PC 4825 Troost Avenue Suite 101 Kansas City, MO 64110 General Operating Support 65,000 Kean University Foundation PC 1000 Morris Avenue Union, NJ 07083 General Operating Support for 10,000 Premier Stages Keigwin and Company, Inc PC 143 West 29th Street 5th Flroor New York, NY 10001 General Operating Support 10,000 Kentucky Dance Council, Inc PC 315 East Main Street Louisville, KY 40202 General Operating Support 25,000 Kitchen Dog Theater Company PC 3120 McKinney Avenue Dallas, TX 75204 General Operating Support 15,000 Kitchen Theatre Company, Inc PC P 0 Box 429 Ithaca, NY 14850 General Operating Support 15,000 L/A Public Theatre, Inc PC 31 Maple Street Lewiston, ME 04240 General Operating Support 20,000 La MaMa Experimental Theatre Club, Inc PC 74A East Fourth Street New York, NY 10003 General Operating Support 50,000 Labyrinth, Inc PC 155 Bank Street New York, NY 10014 General Operating Support 25,000 Laquna Playhouse, The PC P O Box 1747 Laguna Beach, CA 92652-1747 General Operatinq Support 10,000 Lantern Theater Company PC PO Box 53428 Philadelphia, PA 19105 General Operating Support 15,000 Lark Theatre Company, Inc, The PC 311 West 43rd Street Suite 406 New York, NY 10036 General Operating Support 65,000 League of Chicago Theatres PC 17 North Wabash Suite 520 Chicago, IL 60602 General Operating Support 20,000 Lexington Children's Theatre, Inc PC 418 West Short Street Lexington, KY 40507 General Operating Support 25,000 Lifeline Productions, Inc PC 6912 N Glenwood Avenue Chicago, IL 60626 General Operating Support 10,000 Lincoln Center for the Performing Arts, Inc PC 70 Lincoln Center Plaza 9th Floor New York, NY 10023-6583 Of $130,000 total in g/o support 130,000 $120,000 for the Lincoln Center Festival, $10,000 for the American Songbook Series Los Angeles Ballet PC 11755 Exposition Boulevard Los Angeles, CA 90064 General Operating Support 20,000 Los Angeles Theatre Alliance PC P 0 Box 811908 Los Angeles, CA 90081 General Operating Support 15,000 Lubovitch Dance Foundation, Inc PC 229 West 42nd Street 8th Floor New York, NY 10036 General Operating Support 15,000 Luna Stage Company, Inc PC 555 Valley Road West Orange, NJ 07052 General Operating Support 15,000 Lyric Opera of Chicago PC 20 North Wacker Drive Chicago, IL 60606 General Operating Support 10,000 Lyric Stage Company of Boston, The PC 140 Clarendon Street Boston, MA 02116 General Operating Support 20,000 Lyric Theatre of Oklahoma, Inc PC 1727 NW 16th Street Oklahoma City, OK 73106 General Operating Support 10,000 Ma-Yl Filipino Theatre Ensemble, Inc PC 520 Eighth Avenue Suite 309 New York, NY 10018 General Operating Support 20,000 Mabou Mines Development Foundation PC P O Box 777 New York, NY 10009 General Operating Support 25,000 Magic Theatre, Inc PC Fort Mason Center, Building D San Francisco, CA 94123 General Operating Support 90,000 Magik Children Theatre Inc PC 420 S Alamo Street San Antonio, TX 78205 General Operating Support 20,000 The Shubert Foundation, Inc, 13-6106961 Page 5 of 9 Grants Paid During FYE May 31, 2014 ATTACHMENT 20

RECIPIENT 7771 STATUS ADDRESS PURPOSE OF GRANT AMOUNT Main Street Theater at Autry House PC 2540 Times Blvd Houston, TX 77005 General Operating Support 25,1000 Manhattan Class Company, Inc PC 231 West 29th Street Suite 303 New York, NY 10001 General Operating Support 55,000 Manhattan Theatre Club, Inc PC 311 West 43rd Street 8th Floor New York, NY 10036 General Operating Support 240,000 Mann Theatre Company PC 397 Miller Avenue Mill Valley, CA 94941 General Operating Support 50,000 Martha Graham Center of Contemporary Dance PC 55 Bethune Street New York, NY 10014 General Operating Support 30,000 McCarter Theatre Company PC 91 University Place Princeton, NJ 08540 General Operating Support 160,000 MCT, Inc PC 200 North Adams Street Missoula, MT 59802 General Operating Support 30,000 Merrimack Repertory Theatre PC 132 Warren Street Lowell, MA 01852 General Operating Support 35,000 Metro Theater Company PC 3311 Washington Avenue St Louis, MO 63103 General Operating Support 30,000 Metropolitan Opera Association, Inc , The PC Lincoln Center New York, NY 10023 General Operating Support 130,000 Miami City Ballet PC 2200 Liberty Avenue Miami Beach, FL 33139 General Operating Support 85,000 Miami Theatre Center Inc The Playqround Theater PC 9806 NE 2nd Avenue Miami Shores, FL 33138 General Operatinq Support 20,000 Milian Theatre Company PC 13103 Woodrow Wilson Detroit, MI 48238-3686 General Operating Support 35,000 Milwaukee Ballet Company, Inc PC 504 West National Avenue Milwaukee, WI 53204 General Operating Support 30,000 Milwaukee Chamber Theatre, Ltd PC 158 N Broadway Milwaukee, WI 53202 General Operating Support 15,000 Milwaukee Repertory Theater, Inc PC 108 East Wells Street Milwaukee, WI 53202 General Operating Support 90,000 Mint Theater Company PC 311 W 43rd Street Suite 307 New York, NY 10036 General Operating Support 40,000 Miracle Theatre Company PC 425 SE 6th Avenue Portland, OR 97214 General Operating Support 10,000 Mixed Blood Theatre Company PC 1501 South Fourth Street Minneapolis, MN 55454 General Operating Support 45,000 Montana Repertory Theatre PC College of Visual & Performing Arts School of Theatre & Missoula, MT 59812-8136 General Operating Support 10,000 Dance, University of Montana Nashville Ballet PC 3630 Redmon Street Nashville, TN 37209 General Operating Support 35,000 Nashville Children's Theatre PC 25 Middleton Street Nashville, TN 37210 General Operating Support 40,000 National Alliance for Musical Theatre, Inc PC 520 Eighth Avenue Suite 301 New York, NY 10018 General Operating Support 30,000 National Dance Institute, Inc PC 217 West 147th Street New York, NY 10039 General Operating Support 90,000 National Musical Theater Network, Inc PC 250 W 49th Street Suite 601 New York, NY 10108 General Operating Support 15,000 National New Play Network PC do Woolly Mammoth Theatre Co 641 D Street NW Washington, DC 20004 General Operating Support 35,000 Network of Ensemble Theatres, Inc PC 1709 N Avenue 56 Los Angeles, CA 90042 General Operating Support 10,000 Nevada Ballet Theatre PC 1651 Inner Circle Las Vegas, NV 89134 General Operating Support 10,000 New 42nd Street, Inc , The PC 229 West 42nd Street New York, NY 10036 General Operating Support 85,000 New Conservatory Theatre Center PC 25 Van Ness Avenue San Francisco, CA 94102 General Operating Support 15,000 New Dramatists, Inc PC 424 West 44th Street New York, NY 10036 General Operating Support 100,000 New Federal Theatre, Inc PC 292 Henry Street New York, NY 10002 General Operating Support 10,000 New Group, The PC 410 West 42nd Street New York, NY 10036 General Operating Support 60,000 New Jersey Repertory Company PC 179 Broadway Long Branch, NJ 07740 General Operating Support 50,000 New Jersey Shakespeare Festival, The PC 3 Vreeland Road Florham Park NJ 07932 General Operating Support 75,000 New Jersey Theatre Alliance PC 8 Marcella Avenue West Orange NJ 07052 General Operating Support 20,000 New Repertory Theatre, Inc PC 200 Dexter Avenue Watertown, MA 02472 General Operating Support 35,000 New Stage, Inc PC 1100 Carlisle Street Jackson, MS 39202 General Operating Support 35,000 New York City Ballet, Inc PC David H Koch Theater 20 Lincoln Center New York, NY 10023 General Operating Support 225,000 New York Foundation for the Arts, Inc PC 20 Jay Street Suite 740 Brooklyn, NY 11201 General Operating Support 25,000 New York Live Arts PC 219 West 19th Street New York, NY 10011-4079 General Operating Support 75,000 New York Public Library, The PC Fifth Avenue and 42nd Street New York, NY 10018-2788 General Operating Support for the 45,000 Library for the Performing Arts New York Shakespeare Festival PC 425 Lafayette Street New York, NY 10003 General Operating Support 230,000 New York Stage and Film PC 214 West 29th Street Suite 1001 New York, NY 10001 General Operating Support 40,000 New York Theatre Workshop, Inc PC 79 East 4th Street New York, NY 10003 General Operating Support 150,000 Noise Within, A PC 3352 E Foothill Boulevard Pasadena, CA 91107 General Operating Support 25,000 North Carolina Dance Theatre PC 701 North Tryon Street Charlotte, NC 28202 General Operating Support 30,000 North Coast Repertory Theatre PC 987 Lomas Santa Fe Drive Suite D Solana Beach, CA 92075 General Operating Support 10,000 Northern Stage Company PC PO Box 4287 White River Jur VT 05001 General Operating Support 10,000 Northlight Theatre PC 9501 Skokie Boulevard Skokie, IL 60077 General Operating Support 85,000 Northwest Professional Dance Project PC P 0 Box 42488 Portland, OR 97242 General Operating Support 15,000 Oberlin Dance Collective PC 351 Shotwell Street San Francisco, CA 94110 General Operating Support 30,000 Odyssey Theatre Foundation PC 2055 S Sepulveda Boulevard West Los Angel CA 90025 General Operating Support 30,000 Old Globe Theatre PC P O Box 122171 San Diego, CA 92112-2171 General Operating Support 175,000 Omaha Theater Company PC 2001 Farnam Street Omaha, NE 86102 General Operating Support 20,000 Open Channels New York, Inc PC 161A Christie Street New York, NY 10034 General Operating Support 15,000 Open Stage of Harrisburg PC 223 Walnut Street Harrisburg, PA 17101-1711 General Operating Support 20,000 Oregon Ballet Theatre PC 818 SE Sixth Avenue Portland, OR 97214 General Operating Support 50,000 Oregon Children's Theatre Company PC 1939 NE Sandy Boulevard Portland, OR 97232 General Operating Support 40,000 Oregon Shakespeare Festival PC P 0 Box 158 Ashland, OR 97520 General Operating Support 200,000 The Shubert Foundation , Inc, 13-6106961 page 6 of 9 Grants Paid During FYE May 31 , 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT Orlando Repertory Theatre, Inc PC 1001 E Princeton Street Orlando, FL 32803 General Operating Support 20000 Orlando-UCF Shakespeare Festival PC 812 East Rollins Street Orlando, FL 32803 General Operating Support 20,000 Pace University/The Actors Studio Drama School PC c/o The Actors Studio 432 West 44th Street New York, NY 10036 Support for the Shubert Scholars 30,000 at Pace University program Pacific Northwest Ballet Association PC 301 Mercer Street Seattle, WA 98109 General Operating Support 90,000 Pacific Repertory Theatre PC P 0 Box 222035 Carmel, CA 93922 General Operating Support 10,000 Palm Beach Dramaworks, Inc PC 201 Clematis Street West Palm Bea FL 33401 General Operating Support 25,000 Pan Asian Repertory Theatre, Inc PC 520 8th Avenue Suite 314 New York, NY 10018 General Operating Support 20,000 Paper Mill Playhouse PC 22 Brookside Drive Millburn, NJ 07041 General Operating Support 75,000 Park Square Theatre PC 408 Saint Peter Street Suite 110 St Paul, MN 55102-1130 General Operating Support 35,000 Parsons Dance Foundation, Inc PC 229 West 42nd Street 8th Floor New York, NY 10036 General Operating Support 20,000 Pasadena Playhouse, The PC 600 Playhouse Alley Suite 300 Pasadena, CA 91101 General Operating Support 25,000 Pascal Rioult Dance Theatre PC 246 West 38th Street 4th Floor New York, NY 10018 General Operatinq Support 15,000 Passage Theatre Company PC P 0 Box 967 Trenton, NJ 08605 General Operating Support 10,000 Paul Taylor Dance Foundation, Inc The PC 551 Grand Street New York, NY 10002 General Operating Support 75,000 Pearl Theatre Company, Inc , The PC 555 West 42nd Street New York, NY 10036 General Operating Support 50,000 Penguin Players Ltd PC 3 Margaret Lane Thiells, NY 10984 General Operating Support 15,000 Pennsylvania Ballet Association PC 1819 JFK Boulevard Suite 210 Philadelphia, PA 19103 General Operating Support 85,000 Penobscot Theatre Company/Maine Shakespeare Festival PC 115 Main Street 4th Floor Bangor, ME 04401-6362 General Operating Support 30,000

Penumbra Theatre Company PC 270 North Kent Street St Paul, MN 55102 General Operating Support 40,000 People's Light and Theatre Company, The PC 39 Conestoga Road Malvern, PA 19355 General Operating Support 55,000 Performance Space 122 PC 67 West Street Suite 315 Brooklyn, NY 11222 General Operating Support 15,000 Perseverance Theatre, Inc PC 914 Third Street Douglas, AK 99824 General Operating Support 50,000 Peterborough Players PC P 0 Box 118 Peterborough, NH 03458 General Operating Support 10,000 Philadelphia Dance Company, The PC 9 North Preston Street Philadelphia, PA 19104 General Operating Support 15,000 Philharmonic-Symphony Society of New York, Inc PC 10 Lincoln Center Plaza Avery Fisher Hall New York, NY 10023 General Operating Support 60,000 Phoenix Theatre, The PC 749 N Park Avenue Indianapolis, IN 46202 General Operating Support 30,000 Pig Iron Theatre Company PC 1417 North 2nd Street Philadelphia, PA 19122 General Operating Support 15,000 Pillsbury United Corporation PC 3501 Chicago Avenue Minneapolis, MN 55407 General Operating Support for 20,000 Pillsbury House Theatre Pilobolus, Inc PC P 0 Box 388 Washington De CT 06794 General Operating Support 45,000 Ping Chong & Company PC 47 Great Jones Street 6th Floor New York, NY 10012 General Operating Support 15,000 Pittsburgh Ballet Theatre, Inc PC 2900 Liberty Avenue Pittsburgh, PA 15201 General Operating Support 75,000 Pittsburgh Irish & Classical Theatre PC P 0 Box 7964 Pittsburgh, PA 15216 General Operating Support 20,000 Pittsburgh Public Theater Corporation PC 621 Penn Avenue Pittsburgh, PA 15222 General Operating Support 75,000 Plan B Theatre Company PC 138 W 300 S Salt Lake City, UT 84101 General Operating Support 10,000 Play Penn, Inc PC 220 W Evergreen Avenue D 2 Philadelphia, PA 19118 General Operating Support 15,000 Play Production Company, Inc PC 321 W 44th Street Suite 802 New York, NY 10036 General Operating Support 20,000 PlayGround, Inc PC 3286 Adeline Street #8 Berkeley, CA 94703 General Operating Support 10,000 PlayMakers Repertory Company PC CB #3235, Center for Dramatic Art University of N C Chapel Hill, NC 27599-3235 General Operating Support 60,000 Playwrights Horizons, Inc PC 416 West 42nd Street New York, NY 10036-6809 General Operating Support 265,000 Playwrights Theatre of New Jersey, Inc PC P 0 Box 1295 Madison, NJ 07940 General Operating Support 15,000 Playwrights' Center, The PC 2301 Franklin Avenue East Minneapolis, MN 55406-1099 General Operating Support 50,000 Playwrights' Preview Productions, Ltd PC 555 8th Avenue Suite 1800 New York, NY 10018 General Operating Support 15,000 Portland Center Stage PC 128 NW Eleventh Avenue Portland, OR 97209 General Operating Support 60,000 Portland Stage Company PC P 0 Box 1458 Portland, ME 04104 General Operating Support 40,000 Pregones Puerto Rican Touring Theater Collection, Inc PC 571-575 Walton Avenue Bronx, NY 10451 General Operating Support 15,000 Primary Stages Company, Inc PC 307 West 38th Street Suite 1510 New York, NY 10018 General Operating Support 70,000 Princeton Ballet Society PC P 0 Box 250 New Brunswick , NJ 08903 General Operating Support 10,000 Profile Theatre Protect PC P 0 Box 14845 Portland, OR 97293 General Operating Support 10,000 Prospect Theater Company, Inc PC 520 8th Avenue Suite 307 New York, NY 10018 General Operating Support 10,000 Purple Rose Theatre Company PC 137 Park Street Chelsea, MI 48118 General Operating Support 45,000 Quantum Theatre, Inc PC 218 N Highland Avenue Suite SW Pittsburgh, PA 15206 General Operating Support 15,000 Queens Theatre In the Park, Inc PC 14 United Nations Avenue South Queens, NY 11368 General Operating Support 20,000 Rattlestick Productions, Inc PC 224 Waverly Place New York, NY 10014 General Operating Support 35,000 Red Bull Theater, Inc PC 191 Seventh Avenue Suite 2S New York, NY 10011 General Operating Support 10,000 Regents of the University of Colorado PC 1420 Austin Bluffs Colorado Spring CO 80918 General Operating Support for 10,000 Theatreworks Remy Bumpo Theatre Company PC 3717 North Ravenswood Avenue Suite 245 Chicago, IL 60613 General Operating Support 15,000 Renaissance Theatreworks PC 158 N Broadway Milwaukee, WI 53202 General Operating Support 15,000 Repertory Theatre of St Louis, The PC P 0 Box 191730 St Louis, MO 63119 General Operating Support 55,000 The Shubert Foundation , Inc, 13-6106961 Page 7 of 9 Grants Paid During FYE May 31 , 2014 ATTACHMENT 20 AMOUNT RECIPIENT STATUS ADDRESS PURPOSE OF GRANT General Operating Support 15'000 Richmond Ballet , The State Ballet of Virginia PC 407 East Canal Street Richmond, VA 23219 Operating Support 30,000 River North Chicago Dance Company PC 1016 N Dearborn Street Chicago, IL 60610 General Support 25,000 Riverside Theatre PC 213 N Gilbert Street Iowa City, IA 52245 General Operating Operating Support 10,000 Rosle's Theater Kids, Inc PC 445 West 45th Street New York, NY 10036 General 30,000 Round House Theatre, Inc PC P 0 Box 30688 Bethesda, MD 20824 General Operating Support General Operating Support 235,000 Roundabout Theatre Company PC 231 West 39th Street Suite 1200 New York, NY 10018 NY 13210 General Operating Support 45,000 S U Theatre Corporation PC 820 E Genesee Street Syracuse, General Operating Support 10,000 Saint Louis Ballet Company PC 218 THE Boulevard Chesterfield, MO 63005 Operating Support 80,000 Salt Lake Acting Company, The PC 168 West 500 North Salt Lake City, UT 84103 General General Operating Support 55,000 San Diego Repertory Theatre PC 79 Horton Plaza San Diego, CA 92101 Operating Support 65,000 San Francisco Ballet Association PC 455 Franklin Street San Francisco, CA 94102 General General Operating Support 10,000 San Repertory Theatre PC 101 Paseo de San Antonio San Jose, CA 95113-2603 Jose 10,000 Sandra Feinstein-Gamm Theatre, The PC 172 Exchange Street Pawtucket, RI 02860 General Operating Support 30,000 Saratoga International Theater Institute, Inc PC 520 8th Avenue Suite 310 New York, NY 10018 General Operating Support 55,000 School of American Ballet, Inc PC 70 Lincoln Center Plaza 5th FIloor New York, NY 10023 General Operating Support 35,000 School of Drama/Carnegie Mellon University PC Purnell Center for the Arts Rm 218 Pittsburgh, PA 15213-3890 General Operating Support for the Shubert Scholars prograrr 125,000 School of Drama/Yale University PC P 0 Box 208244 New Haven, CT 06520-8244 Support $20,000 is for a scholarship grant for 30,000 School of Law/Columbia University in the City of New York PC 435 West 116th Street Box A-2 New York, NY 10028 the study of Entertainment Law and $10,000 for the Clinical Seminar in Law and the Arts conducted jointly by Columbia School of Law and Volunteer Lawyers for the Arts General Operating Support 50,000 School of Theatre/California Institute of the Arts PC 24700 McBean Parkway Valencia, CA 91355 Operating Support 100,000 Seattle Children's Theatre Association PC 201 Thomas Street Seattle, WA 98109-4555 General Operating Support 155,000 Seattle Repertory Theatre PC P O Box 900923155 Mercer Street Seattle , WA 98109 General Operating Support 140,000 Second Stage Theatre , Inc PC 307 West 43rd Street New York, NY 10036 General Support for Park 30,000 Seventh Regiment Armory Conservancy , Inc PC 643 Park Avenue New York, NY 10065 General Operating Avenue Armory Operating Support 20,000 SF Playhouse , The PC 588 Sutter Street 9318 San Francisco , CA 94102 General Operating Support 35,000 Shakespeare & Company PC 70 Kemble Street Lenox, MA 01240 General 90,000 Shakespeare Theatre , The PC 516 Eighth Street SE Washington , DC 20003 General Operating Support 25,000 Shen Wei Dance Arts , Inc PC 135 West 29th Street Suite 1100 New York , NY 10001 General Operating Support 15,000 Shenandoah Shakespeare, Ltd PC 20 S New Street 4th Floor Staunton , VA 24401 General Operating Support General Operating Support 25,000 Shotgun Players , Inc, The PC 1901 Ashby Avenue Berkeley, CA 94703 Operating Support 200,000 Signature Theatre Company PC 480 West 42nd Street New York , NY 10036 General 95,000 Signature Theatre , Inc PC 4200 Campbell Avenue Arlington, VA 22206 General Operating Support 25,000 Smuin Ballet/SF PC 44 Gough Street Suite 103 San Francisco, CA 94103 General Operating Support 55,000 Soho Repertory Theatre , Inc PC 401 Broadway Suite 300 New York , NY 10013 General Operating Support 300,000 South Coast Repertory, Inc PC P O Box 2197 Costa Mesa , CA 92628-2197 General Operating Support 20,000 Southern Repertory Theater PC 6221 S Claiborne Suite 310 New Orleans , LA 70125 General Operating Support 30,000 Southern Utah University Foundation PC 351 West Center Street Cedar City, UT 84720 General Operating Support 70,000 Spanish Theatre Repertory Company , Ltd PC 138 East 27th Street New York, NY 10016 General Operating Support Operating 25,000 SpeakEasy Stage Company PC 539 Tremont Street Boston, MA 02116 General Support 55,000 St Ann's Center for Restoration and the PC 55 Washington Street #458 Brooklyn , NY 11201 General Operating Support Arts, Inc, The 20,000 Stage One The Louisville Children's Theatre , Inc PC 323 West Broadway Suite 600 Louisville, KY 40202 General Operating Support 10,000 Stage West Theater Company PC P O Box 12127 Des Moines, IA 50312 General Operating Support 10,000 StageWorks on the Hudson , Inc PC 41-A Cross Street Hudson, NY 12534 General Operating Support 200,000 Steppenwolf Theatre Company PC 1700 N Halsted Sreet 4th Floor Chicago, IL 60614 General Operating Support 10,000 Stoneham Theatre Corporation PC 395 Main Street Stoneham, MA 02180 General Operating Support 65,000 Studio Theatre , Inc, The PC 1501 14th Street NW Washington , DC 20005 General Operating Support 10,000 Su Teatro, Inc PC 721 Santa Fe Drive Denver, CO 80204 General Operating Support Sundance Institute PC 180 Varick Street Suite 1330 New York , NY 10014 General Operating Support 50,000 15,000 Swine Palace Productions PC 105 Music & Dramatic Arts Building Dalrymple Drive Baton Rouge, LA 70803 General Operating Support Symphony Space, Inc, The PC 2537 Broadway New York, NY 10025-6990 General Operating Support 35,000 Synchronlcity Performance Group PC 1389 Peachtree Street Suite 350 Atlanta , GA 30309 General Operating Support 10,000 Synetic Theater , Inc PC 2611 Jefferson Davis Highway Suite 103 Arlington, VA 22202 General Operating Support 10,000 TADAI Theater and Dance Alliance, Inc PC 15 West 28th Street 3rd Floor New York, NY 10001 General Operating Support 25,000 Target Margin Theater, Inc PC 138 S Oxford Street Room 5A Brooklyn , NY 11217 General Operating Support 10,000 10,000 Teatro Vista PC 2936 N Southport Suite 210 Chicago, IL 60657 General Operating Support Ten Thousand Things Theater PC 3153 36th Avenue South Minneapolis , MN 55406 General Operating Support 20,000 Tennessee Repertory Theatre PC 161 Rains Avenue Nashville , TN 37203 General Operating Support 35,000 The Shubert Foundation , Inc, 13-6106961 Page 8 of 9 Grants Paid During FYE May 31 , 2014 ATTACHMENT 20

AMOUNT RECIPIENT STATUS ADDRESS PURPOSE OF GRANT 76116 General Operating Support 30;000 Texas Ballet Theater, Inc PC 1540 Mall Circle Fort Worth, TX General Operating Support 10,000 Thalia Spanish Theatre, Inc PC PO Box 436841-17 Greenpoint Avenue Sunnyside, NY 11104 Operating Support 10,000 The Ensemble Theatre PC 3535 Main Street Houston, TX 77002 General Support 10,000 The Growing Stage Theatre for Young Audiences, Inc PC P 0 Box 36 Netconq, NJ 07858 General Operating General Operating Support 15,000 The House Theatre of Chicago PC 4611 N Ravenswood Avenue Chicago, IL 60640 30,000 The Sarasota Ballet of Flonda, Inc PC 5555 N Tamiami Trail Sarasota, FL 34243 General Operating Support 15,000 The Theatre at Boston Court PC P O Box 60187 Pasadena, CA 91116 General Operating Support 10,000 The Theatre Ensemble Inc dba Meadow Brook Theatre PC 207 Wilson Hall Rochester, MI 48309 General Operating Support for 15,000 The University of Utah - on behalf of PC 300 South 1400 East Room 325 Salt Lake City, UT 84112 General Operatinq Support Pioneer Theater Company Pioneer Theatre Company 29601 General Operating Support 15,000 The Warehouse Theatre PC 37 Augusta Street Greenville, SC NY 10011 General Operating Support 15,000 Theater Breaking Through Barriers Corp PC 306 West 18th Street #3A New York, NY 10003 General Operating Support 15,000 Theater for the New City Foundation, Inc PC 155 First Avenue New York, NY 10001 General Operating Support 10,000 Theater Labrador Inc PC 109 West 27th Street Suite 9A New York, MN 55414 General Operating Support 15,000 Theater Latta Da PC 1170 15th Avenue SE #203 Minneapolis, 496 Paul, MN 55101-1682 General Operating Support 10,000 Theater Mu, Inc PC 275 East 4th Street Suite St General Operating Support 10,000 TheaterWorks Inc PC 233 Pearl Street Hartford, CT 06103 General Operating Support 160,000 Theatre & Arts Foundation of San Diego County PC P 0 Box 12039 La Jolla, CA 92039 Operating Support 20,000 Theatre Bay Area PC 1119 Market Street 2nd Floor San Francisco, CA 94103 General General Operating Support 125,000 Theatre Communications Group, Inc PC 520 Eighth Avenue 24th Floor New York, NY 10018-4158 Operating Support 70,000 Theatre Development Fund, Inc PC 520 8th Avenue Suite 801 New York, NY 10018 General 10,000 Theatre Exile Company PC 1340 South 13th Street Philadelphia, PA 19147 General Operating Support Support 75,000 Theatre For A New Audience, Inc PC 154 Christopher Street Suite 3D New York, NY 10014 General Operating 10,000 Theatre Horizon PC 401 DeKalb Street Norristown, PA 19401 General Operating Support 40,000 Theatre IV PC 114 West Broad Street Richmond, VA 23220 General Operating Support 100,000 Theatre Program, The / School of the Arts, PC 2960 Broadway, 601 Dodge Hall New York, NY 10027-6902 Support for the Shubert Internship Columbia University (Shubert Internship Program) program 120,000 Theatre Program, The / School of the Arts, PC 2960 Broadway, 601 Dodge Hall New York, NY 10027-6902 General Operating Support Columbia University (Shubert Scholars) 15,000 Theatre Squared, Inc PC P 0 4188 Fayetteville, AR 72703 General Operating Support 60,000 TheatreWorks PC P 0 Box 50458 Palo Alto, CA 94303-0458 General Operating Support 90,000 Theatreworks/USA Corp PC 151 West 26th Street 7th Floor New York, NY 10001 General Operating Support Operating 15,000 Thelonlus Monk Institute of Jazz PC 5225 Wisconsin Avenue, NW Suite 605 Washington, DC 20015 General Support Operating Support 10,000 Threshold Dance Projects, Inc PC 229 West 42nd Street Suite 502 New York, NY 10038 General Operating 30,000 Timeline Theatre Company PC 615 W Wellington Avenue Chicago, IL 60657 General Support 10,000 Tipping Point Theatre Company PC 361 E Cady Street Northville, MI 48167 General Operating Support Scholars prograrr 140,000 Tisch School of the Arts/New York University PC 721 Broadway 12th Floor New York, NY 10003 Support for the Shubert 10,000 Touchstone Theatre PC 321 E Fourth Street Bethlehem, PA 18015 General Operating Support 50,000 Town Hall Foundation, The PC 123 West 43rd Street New York, NY 10036 General Operating Support 15,000 Transport Group, Inc PC 520 8th Avenue #305 New York, NY 10018 General Operating Support 30,000 Triad Stage, Inc PC 232 South Elm Street Greensboro, NC 27401 General Operating Support 125,000 Trinity Repertory Company PC 201 Washington Street Providence, RI 02903 General Operating Support 15,000 Trisha Brown Dance Company, Inc PC 341 West 38th Street Suite 801 New York, NY 10018 General Operating Support True Colors Theatre Company PC 887 West Marietta Street Suite J102 Atlanta, GA 30318 General Operating Support 20,000 Trustus Theatre PC 520 Lady Street Columbia, SC 29201 General Operating Support 15,000 Tulsa Ballet Theatre, Inc PC 1212 East 45th Place South Tulsa, OK 74105 General Operating Support 30,000 Two River Theater Company PC 21 Bridge Avenue Red Bank, NJ 07701 General Operating Support 60,000 Unicorn Theatre PC 3828 Main Street Kansas City, MO 64111 General Operating Support 50,000 University of Tennessee Foundation PC 600 Henley Street Suite 100 Knoxville, TN 37996 General Operating Support 10,000 (on behalf of Clarence Brown Theatre) Victory Gardens Theater PC 2433 North Lincoln Avenue Chicago, IL 60614 General Operating Support 100,000 Village Theatre PC 303 Front Street North Issaquah, WA 98027 General Operating Support 25,000 Vineyard Playhouse Company, Inc, The PC P 0 Box 2452 Vineyard Haven MA 02568 General Operating Support 10,000 100,000 Vineyard Theatre & Workshop Center, Inc PC 108 East 15th Street New York, NY 10003 General Operating Support 30,000 Virginia Stage Company PC P 0 Box 3770 Norfolk, VA 23514-3770 General Operating Support Vivian Beaumont Theater, Inc PC 150 West 65th Street New York, NY 10023 General Operating Support 300,000 Volunteer Lawyers for the Arts PC One East 53rd Street 6th Floor New York, NY 10022 General Operatinq Support 20,000 Walnut Street Theatre Corporation PC 825 Walnut Street Philadelphia, PA 19107-5195 General Operating Support 45,000 Washington Ballet, The PC 3515 Wisconsin Avenue NW Washington, DC 20016 General Operating Support 50,000 Washington Drama Society, Inc PC 1101 Sixth Street, S W Washington, DC 20024 General Operating Support 220,000 WaterTower Theatre, Inc PC 15650 Addison Road Addison, TX 75001 General Operating Support 15,000 Wellfleet Harbor Actors Theater PC P 0 Box 797 Wellfleet, MA 02667 General Operating Support 10,000 The Shubert Foundation , Inc, 13-6106961 page 9 of 9 Grants Paid During FYE May 31, 2014 ATTACHMENT 20

RECIPIENT STATUS ADDRESS PURPOSE OF GRANT AMOUNT 20,000 Weston Playhouse Theatre Company PC 703 Main Street Weston, VT 05161 General Operating Support 85,000 Williamstown Theatre Foundation, Inc PC P O Box 517 Williamstown, MA 01267-0517 General Operating Support 70,000 Wilma Theater, The PC 265 South Broad Street Philadelphia, PA 19107 General Operating Support 40,000 Women's Project & Productions, Inc PC 55 West End Avenue New York, NY 10023 General Operating Support Woolly Mammoth Theatre Company PC 641 D Street, NW Washington, DC 20004 General Operating Support 60,000 Wooster Group, Inc , The PC P O Box 654, Canal Street Station New York, NY 10013 General Operating Support 30.000 Working Theater Company, Inc , The PC 520 Eighth Avenue Suite 303 New York, NY 10018 General Operating Support 10,000 Writers' Theatre Inc PC 376 Park Avenue Glencoe, IL 60022 General Operating Support 45,000 Yale Repertory Theatre PC P 0 Box 208244 New Haven, CT 06520-8244 General Operating Support 175,000 York Theatre Company, Inc, The PC 619 Lexington Avenue New York, NY 10022 General Operating Support 25,000 Zachary Scott Theatre Center PC 1510 Toomey Road Austin, TX 78702 General Operating Support 45,000

GRAND TOTAL $ 22,495,000 Form 8868 Application for Extension of Time To File an Exempt Organization Return (Rev. January 2014) OMB No. 1545-1709 / Department of the Treasury ► File a separate application for each return. Internal Revenue Seance ► Information about Form 8868 and Its Instructions is at www. lrs.gov/form8868. X • If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box , , , , , , , , , , , , , , , , , ► • If you are filing for an Additional ( Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form). Do not complete PartU unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

Electronic filing (6-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part li with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit www irs.gov/efile and click on e-file for Charities & Nonprofits Automatic 3-Month Extension of Time. Only submit original (no copies needed). A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part Ionly q All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter filers Identify ing number, see Instructions Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or Type or print I THE SHUBERT FOUNDATION, INC. 13-6106961 File by the Number , street , and room or suite no. If a P.O box, see instructions Social security number (SSN) due date for filing your 234 WEST 44TH STREET return See City, town or post office , state, and ZIP code. For a foreign address , see instructions instructions NEW YORK, NY 10036 Enter the Return code for the return that this application is for (file a separate application for each return) ......

Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation ) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual ) 03 Form 4720 (other than individual ) 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401 a or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12

• The books are in the care of ELLIOT H. GREENE, 234 WEST 44TH ST. NEW YORK, NY 10036 ------

212 944-3700 Telephone No. ► FAX No. ► q • If the organization does not have an office or place of business in the United States , check this box , , , , , , , , , , , , , , , ► • If this is for a Group Return , enter the organization's four digit Group Exemption Number (GEN) If this is q for the whole group , check this box , , , , , , ► . If it is for part of the group , check this box , , , , , , , ► and attach a list with the names and EINs of all members the extension is for. I I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until______01/15_, 20 15 _, to file the exempt organization return for the organization named above. The extension is for the organization 's return for ► calendar year 20 or ► X tax year beginning ______06/01 _, 2013 _, and ending _____05/31, 20 14

2 If the tax year entered in line 1 is for less than 12 months , check reason: q Initial return q Final return Chan a in accountin g period 3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069 , enter the tentative tax, less any nonrefundable credits . See instructions . 3a $ 888, 905. b If this application is for Form 990-PF , 990-T, 4720, or 6069 , enter any refundable credits and estimated tax payments made . Include any prior year overpayment allowed as a credit . 3b $ 893,217. c Balance due. Subtract line 3b from line 3a . Include your payment with this form , if required , by using EFTPS (Electronic Federal Tax Payment System ). See instructions. 3c $ 0 Caution . If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868 , see Form 8453-EO and Form 8879-EO for payment instructions For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Form 8868 (Rev. 1-2014)

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3F8054 2 000 H83199 2532 V 13-7.1F 106201152203 Form 8868 (Rev 1-2014) Page 2 complete only Part II and check this • If you are filing for an Additional ( Not Automatic ) 3-Month Extension , box ...... ► U Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If you are filin g for an Automatic 3-Month Extension, com p lete onl y Part I ( on p a g e 1 ) Additional ( Not Automatic ) 3-Month Extension of Time. Only file the original (no copies needed) Enter filer' s identi fy in g number, see instructions Name of exempt organization or other filer, see instructions . Employer identification number (EIN) or Type or print THE SHUBERT FOUNDATION, INC. 13-6106961 Number. street , and room or suite no If a P 0 box see instructions Social security number (SSN) File by the due date for 234 WEST 44TH STREET fil i ng your City, town or post office , state and ZIP code For a foreign address , see instructions return See instructions NEW YORK, NY 10036 Enter the Return code for the return that this aooltcation is for (file a separate aoolication for each return) 014 Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 - - Form 990-BL 02 Form 1041-A 08 Form 4720 ( individual ) 03 Form 4720 ( other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T ( sec. 401 a or 408(a ) trust ) 05 Form 6069 11 Form 990 -T ( trust other than above ) 06 Form 8870 12 STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of ► M FT.T.TOT H c RF,F,NF,, 734 WEST 44TH ST- NEW YORK, NY 10113 6 Fax No Telephone No. ► 212 944- 3700 ► • If the organization does not have an office or place of business in the United States, check this box ...... ► F] • If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) If this is for the whole group, check this box ...... ► 0 If it is for part of the group , check this box...... ► and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time until 04 / 15 , 20 15 5 For calendar year , or other tax year beginning 06/01 , 20 13 , and endin 05 /31 , 20 14 6 If the tax year entered in line 5 is for less than 12 months , check reason . Initial return Final return Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS NEEDED TO GATHEP, INFORMATION IN ORDER TO FILE A COMPLETE AND ACCURATE TAX RETURN.

Ba If this application is for Forms 990-BL, 990-PF. 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions. 8a 8 88 , 905. b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 8b $ 893, 217 . c Balance Due. Subtract line Sb from line 8a Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions 8c l $ 0 Signature and Verification must be completed for Part II only. Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements . and to the best of my knowledge and belief, it is true, correct, and complete, and that I am authorized to prepare this form

11 ._ J7 00. Title ► Date ► !6-- FFormorm 8868 ( Rev 1-2014)

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3=8055 2 000 H83199 2532 " 13-7.5F 106201152203