2026-07-06T10:47:59-05:00 2025-08-31 414066366 JACKSON THORNTON ADVISORS LLC PO BOX 96 MONTGOMERY AL 361010096 990 2024-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 TODD SCHMIDT EXECUTIVE DIRECTOR 3342715300 2026-07-02 1 0 CHRISTINE K COOK P00537690 3348347660 2026-07-02 2024 2025-03-06 01:10:19Z TODD SCHMIDT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 9574428 0 X WWW.ASF.NET X 1991 AL THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 48 48 222 63 350 0 7622009 6865076 1719435 2131199 3400 19769 191464 275363 9536308 9291407 0 0 0 0 4751200 4859785 0 0 392484 3317969 3541841 8069169 8401626 1467139 889781 10541810 11615106 1016866 1200381 9524944 10414725 THE ALABAMA SHAKESPEARE FESTIVAL, THE STATE'S THEATER, BUILDS COMMUNITY BY ENGAGING, ENTERTAINING, AND INSPIRING PEOPLE WITH TRANSFORMATIVE THEATRICAL PRODUCTIONS AND COMPELLING EDUCATIONAL AND OUTREACH PROGRAMS. 0 0 6728370 2491418 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH 195 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED AUGUST 31, 2025. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS, PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY. 6728370 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 157 0 222 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 48 48 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X LAURA O'DONAHUE 3342715325 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 AL HEAD BOARD MEMBER 1.00 X 0 0 0 ALEXANDER H CAROTHERS III SECRETARY 1.00 X X 0 0 0 MARY MARGARET CARROLL BOARD MEMBER 1.00 X 0 0 0 BILLY LIVINGS BOARD MEMBER 1.00 X 0 0 0 BOB VARDAMAN BOARD MEMBER 1.00 X 0 0 0 CARL BARKER BOARD MEMBER 1.00 X 0 0 0 CARL STOCKTON BOARD MEMBER 1.00 X 0 0 0 CAROL BALLARD BOARD MEMBER 1.00 X 0 0 0 CASSANDRA CROSBY BOARD MEMBER 1.00 X 0 0 0 CHUCK DILAURA BOARD MEMBER 1.00 X 0 0 0 EDWARD CROWELL BOARD MEMBER 1.00 X 0 0 0 EUGENE STANALAND TREASURER 1.00 X X 0 0 0 LANA CAVASSA BOARD MEMBER 1.00 X 0 0 0 GALEN J THACKSTON BOARD MEMBER 1.00 X 0 0 0 GORDON G MARTIN BOARD MEMBER 1.00 X 0 0 0 JAMES K LOWDER BOARD MEMBER 1.00 X 0 0 0 JANICE HAWKINS BOARD MEMBER 1.00 X 0 0 0 JEANIE HOLLOWAY BOARD MEMBER 1.00 X 0 0 0 JODY MCINNES BOARD MEMBER 1.00 X 0 0 0 KALONJI GILCHRIST BOARD MEMBER 1.00 X 0 0 0 KAY BLOUNT BOARD MEMBER 1.00 X 0 0 0 LAURIE JEAN WEIL BOARD MEMBER 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS JR BOARD MEMBER 1.00 X 0 0 0 LISA BLACH WEIL BOARD MEMBER 1.00 X 0 0 0 LISA TAYLOR BOARD MEMBER 1.00 X 0 0 0 MARK DIXON BOARD MEMBER 1.00 X 0 0 0 MARK P BUNTING BOARD MEMBER 1.00 X 0 0 0 MAYOR STEVEN REED BOARD MEMBER 1.00 X 0 0 0 MICHAEL REILLY BOARD MEMBER 1.00 X 0 0 0 TODD STACY BOARD MEMBER 1.00 X 0 0 0 RICHARD STABLER CHAIR 1.00 X X 0 0 0 PEGGY M MUSSAFER BOARD MEMBER 1.00 X 0 0 0 FATHER MANUEL WILLIAMS VICE CHAIR 1.00 X X 0 0 0 ROBERT BIRMINGHAM BOARD MEMBER 1.00 X 0 0 0 ROBERT BURNS BOARD MEMBER 1.00 X 0 0 0 SARAH ANN ROSS BOARD MEMBER 1.00 X 0 0 0 SARAH BEATTY BULLER BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE SAMARRIA DUNSON BOARD MEMBER 1.00 X 0 0 0 THE HONORABLE VANZETTA MCPHERSON BOARD MEMBER 1.00 X 0 0 0 THOMAS A BLOUNT BOARD MEMBER 1.00 X 0 0 0 THOMAS ALBRITTON BOARD MEMBER 1.00 X 0 0 0 TODD STRANGE BOARD MEMBER 1.00 X 0 0 0 TOMMIE STEWART BOARD MEMBER 1.00 X 0 0 0 ERIC MACKEY BOARD MEMBER 1.00 X 0 0 0 CLAY MCINNIS BOARD MEMBER 1.00 X 0 0 0 ROBERT RUNKLE BOARD MEMBER 1.00 X 0 0 0 EMILY LOWDER WOOTTEN BOARD MEMBER 1.00 X 0 0 0 NICHOLE THOMPSON BOARD MEMBER 1.00 X 0 0 0 QUIN GRESHAM ARTISTIC DIRECTOR 40.00 X 13462 0 5958 TODD SCHMIDT EXECUTIVE DIRECTOR 40.00 X 196829 0 14625 EVE LOEB DEVELOPMENT DIRECTOR 40.00 X 133594 0 11838 343885 0 32421 2 0 1 0 0 519561 1810615 2516434 2018466 42178 6865076 TICKET SALES 711110 1827154 1827154 SCHOOLFEST INCOME 711110 238315 238315 EDUCATIONAL PROGRAMS 711110 64330 64330 ADVERTISING INCOME 711110 1400 1400 2131199 28723 28723 2393 2393 5942 1200 0 850 5942 350 6292 350 5942 8954 -8954 -8954 -8954 63791 519561 182029 -118238 -118238 229741 91188 138553 138553 PRESERVATION FEE 711110 221666 221666 OTHER INCOME 900099 24697 24697 246363 9291407 2491418 350 -65437 337402 279229 38450 19723 3724421 3089373 411248 223800 534400 426172 87935 20293 263562 218623 29102 15837 124314 124314 247649 237323 10326 413446 265179 132315 15952 100533 440 100093 138587 138587 990971 886729 83394 20848 211823 198895 9211 3717 3138 217 1575 1346 90614 90614 513390 359373 102678 51339 171736 137389 25760 8587 THEATER PRODUCTION EXPE 341451 341451 REPAIRS AND MAINTENANCE 59443 57295 1432 716 EDUCATIONAL EXPENSE 49626 49626 SOUTHERN WRITERS PROJEC 42469 42469 42651 42651 8401626 6728370 1280772 392484 1862251 2942419 814682 818887 169431 178737 129292 189381 10979800 3556947 7477342 7422853 88812 62829 10541810 11615106 361043 515594 319012 386028 98773 88922 238038 209837 1016866 1200381 X 7850453 7989534 1674491 2425191 9524944 10414725 10541810 11615106 889781 0 X X 0 1 X 1 0 X 3795298 7572199 8049127 7622009 6865075 33903708 73694 1034519 1567433 1886548 2360940 6923134 3868992 8606718 9616560 9508557 9226015 40826842 484405 801900 925411 1589550 610290 4411556 0 484405 801900 925411 1589550 610290 4411556 36415286 3836 25113 41645 50248 38258 159100 3836 25113 41645 50248 38258 159100 -2360 116160 61141 31500 33800 240241 38517 130852 249557 173873 246363 839162 3908985 8878843 9968903 9764178 9544436 42065345 0.86570 0.85810 0.00380 0.00410 X PART III, SHORT YEAR EXPLANATION: FISCAL YEAR END CHANGED FROM ENDING 9/30 TO ENDING 8/31 RESULTING IN A SHORT YEAR FOR THE CURRENT FISCAL REPORTING PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19675392 1487351 2366030 1843615 112648 21572510 16544370 662897 3227553 657044 102384 19675392 16122488 658878 1733037 1884406 85627 16544370 14626115 4427060 -2212995 643278 74414 16122488 12948297 145862 2219867 602463 85448 14626115 0.61881 0.38119 0 1 1 8750375 2580740 6169635 2212360 976207 1236153 17065 17065 7422853 X PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FESTIVAL'S TAX POSITIONS AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GALA 583352 519561 63791 182029 583352 519561 63791 182029 182029 -118238 X 0 0 0 0 0 0 0 0 0 TODD SCHMIDT EXECUTIVE DIRECTOR 196829 0 0 0 0 0 7873 0 6752 0 211454 0 0 0 X 4 12186 TRADING VALUE X OTHER 24 29992 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, KAY BLOUNT AND THOMAS BLOUNT ARE BROTHER/SISTER. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND BOARD CHAIRMAN WILL REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES SELF-DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. ANY CONFLICTS ARE SUBMITTED IN WRITING TO THE DEVELOPMENT DIRECTOR AND BOARD CHAIRMAN WHO REVIEW THE CONFLICTS AND APPLY THE APPLICABLE PROCEDURES IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRODUCING ARTISTIC DIRECTOR NEGOTIATES HIS CONTRACT WITH THE CHAIRMAN OF THE BOARD OF ASF. THE CHIEF OPERATING OFFICER NEGOTIATES HIS CONTRACT WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) LINE 12D, III-O N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0