2025-07-03T12:22:07-05:00 2024-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2023-09-01 131844852 NEW YORK SHAKESPEARE FESTIVAL NEWY 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 MURRAY ABELES CHIEF FINANCIAL OFFICER 2125398500 2025-05-08 1 0 MICHAEL WALLACE P00881958 2126972299 2023 2025-03-06 01:10:19Z THE PUBLIC THEATER JOE'S PUB PATRICK WILLINGHAM 425 LAFAYETTE STREET NEW YORK NY 10003 91060352 0 X WWW.PUBLICTHEATER.ORG X 1954 NY THROUGH THE PUBLIC THEATER, SHAKESPEARE IN THE PARK AND JOE'S PUB, NYSF IS DEDICATED TO DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE. 44 42 1323 42 0 663 29187998 39736942 7285169 10801953 1318401 2727522 12617884 7865782 50409452 61132199 568377 516954 0 0 36722767 31318316 998817 1031543 6510178 23405141 20111311 61695102 52978124 -11285650 8154075 147706234 175040479 30595941 47084322 117110293 127956157 X AS THE NATION'S FOREMOST PRODUCER OF SHAKESPEARE AND NEW WORK, THE PUBLIC THEATER IS DEDICATED TO ACHIEVING ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS. 0 1 21994253 7698189 DOWNTOWN SEASONTHE PUBLIC THEATER'S MAINSTAGE SEASON AT 425 LAFAYETTE STREET FEATURES A DIVERSE LINE-UP OF NEW PLAYS AND MUSICALS, AS WELL AS SHAKESPEARE AND OTHER CLASSICS, IN FIVE THEATERS. THE DOWNTOWN PROGRAMMING AIMS TO PRESENT THE MOST PRESSING ISSUES OF THE TIME, AS TOLD BY THE FIELD'S MOST CUTTING-EDGE VOICES, TO THE BROADEST POSSIBLE AUDIENCE.THE 2023-24 SEASON CONTINUED THE PUBLIC THEATER'S TRADITION OF PRESENTING INNOVATIVE WORK WITH THREE WORLD PREMIERE PRODUCTIONS: ALICIA KEYS AND KRISTOFFER DIAZ'S HELL'S KITCHEN; ITAMAR MOSES' THE ALLY; AND IFE OLUJOBI'S JORDANS. NEW YORK PREMIERE PRODUCTIONS INCLUDED: MARY KATHRYN NAGLE'S MANAHATTA AND SUZAN-LORI PARKS' SALLY & TOM. IN ADDITION TO THE ABOVE WORLD AND NEW YORK PREMIERE PRODUCTIONS, THE PUBLIC THEATER PRESENTED THE NORTH AMERICAN PREMIERE OF DRUIDO'CASEY: SEAN O'CASEY'S DUBLIN TRILOGY IN PARTNERSHIP WITH NYU SKIRBALL. 7418579 3326511 JOE'S PUBFOUNDED IN 1998, JOE'S PUB IS COMMITTED TO REFLECTING THE DIVERSE COMMUNITY THAT IT REPRESENTS IN ITS AUDIENCES AND ON ITS STAGE BY PROGRAMMING A WIDE RANGE OF EXCEPTIONAL PERFORMANCES FROM ARTISTS ACROSS THE FIELDS OF MUSIC, FILM, AND DANCE, WHILE KEEPING TICKET PRICES AT A MINIMUM. IN AN AVERAGE SEASON, JOE'S PUB PRESENTS APPROXIMATELY 700 SHOWS FOR OVER 100,000 AUDIENCE MEMBERS. SINCE ITS OPENING, JOE'S PUB HAS PRESENTED OVER 18,000 PERFORMANCES FROM AN ECLECTIC ROSTER THAT INCLUDES TOP PERFORMERS FROM BROADWAY, CABARET, DANCE, WORLD, SINGER-SONGWRITER, JAZZ, COUNTRY AND INDIE GENRES, TODAY'S RISING STARS, AND GRAMMY AWARD-WINNERS.THE 2023-24 JOE'S PUB SEASON FEATURED NIGHTLY PROGRAMMING WITH A MIX OF NEW AND FAMILIAR FACES SUCH AS JUSTIN VIVIAN BOND, BRIDGET EVERETT, TOSHI REAGON, SHAINA TAUB, JAKE BLOUNT, LEE JIN AH, AND EVA NOBLEZADA. IN OCTOBER 2023, JOE'S PUB HOSTED THE THIRD ANNUAL EDITION OF HABIBI FESTIVAL, A WEEK-LONG CELEBRATION OF GROUNDBREAKING ARTISTS FROM THROUGHOUT THE MIDDLE EAST/NORTH AFRICAN REGIONS. OVER THE COURSE OF THE YEAR, VANGUARD RESIDENT ARTIST ANGELIQUE KIDJO CURATED A QUARTERLY PERFORMANCE SERIES, CAPPED OFF BY A PERFORMANCE AT THE ANNUAL JOE'S PUB GALA. 4892390 88040 COMMUNITY PROGRAMSMOBILE UNIT MOBILE UNIT REACHES ECONOMIC AND GEOGRAPHIC BARRIERS TO THE ARTS BY STAGING FREE PROFESSIONAL THEATER PRODUCTIONS AND PROGRAMS IN LOCAL NEIGHBORHOOD VENUES WHERE PEOPLE WITH SEVERELY LIMITED ACCESS TO THE ARTS ARE CONGREGATED. MOBILE UNIT FOCUSES ON TOURING PRODUCTIONS TO CORRECTIONAL FACILITIES, HALFWAY HOUSES, COMMUNITY CENTERS, AND OTHER PLACES WHERE THE MOST CRITICALLY UNDERSERVED AND OVERLOOKED PARTS OF THE POPULATION ARE CONGREGATED. OVER THE YEARS, MOBILE UNIT HAS SERVED THOUSANDS OF AUDIENCES WITH CRITICALLY ACCLAIMED PRODUCTIONS. IN 2023-2024, MOBILE UNIT BUILT DEEP RELATIONSHIPS THROUGHOUT OUR COMMUNITY PARTNERSHIP NETWORK AND UNDERTOOK AMBITIOUS PROGRAMMING AND PRODUCTIONS WHICH EXTENDED THE IMPACT OF FREE SHAKESPEARE PROGRAMMING TO DIVERSE COMMUNITIES ACROSS NEW YORK CITY. IN 2024, AS A KEY PILLAR OF OUR SHAKESPEARE OFFERINGS WHILE THE DELACORTE THEATER UNDERWENT RENOVATION, WE PUT A SPOTLIGHT ON MOBILE UNIT WITH OUR EXPANDED 5-WEEK TOUR OF THE COMEDY OF ERRORS (LA COMEDIA DE ERRORES), PRESENTED FOR FREE IN NYC PARKS AND PLAZAS ACROSS ALL FIVE BOROUGHS.THE PUBLIC ALSO CONTINUED OUR WORK WITH CARCERAL PARTNERS TO IMPLEMENT OUR MOBILE UNIT: IN CORRECTIONS PROGRAM. LED BY TEACHING ARTIST MALIK WORK, THE PROGRAM ENGAGED PARTICIPANTS IN FOUR DIGITAL WORKSHOPS ACCOMPANIED BY PHYSICAL WORKBOOKS AND MATERIALS, ENCOURAGING PEOPLE THROUGHOUT THE NEW YORK CARCERAL SYSTEM TO WRITE AND ENGAGE WITH SHAKESPEARE. IN WINTER 2023, WE RAN A SEVEN-WEEK WRITING MODULE AT THE METROPOLITAN DETENTION CENTER, IN WHICH PARTICIPANTS WORKED TOWARD SHARING THEIR STORIES THROUGH LIVE PERFORMANCE.PUBLIC WORKSPUBLIC WORKS PARTNERS WITH COMMUNITY ORGANIZATIONS FROM ALL OVER THE CITY TO CREATE BESPOKE CREATIVE PROGRAMMING THAT AIMS TO RESTORE AND BUILD COMMUNITY AS A CENTRAL MOTIVATION IN OUR THEATER-MAKING. THROUGHOUT THE 2023-2024 SEASON, PUBLIC WORKS CONTINUED ITS YEAR-ROUND EFFORTS TO ENGAGE OUR COMMUNITY THROUGH WEEKLY CLASSES, MONTHLY SOCIAL GATHERINGS, SEMI-REGULAR WORKSHOPS, AND OPPORTUNITIES TO ATTEND PUBLIC THEATER PERFORMANCES. THE PUBLIC WORKS TEAM WORKS CLOSELY WITH EIGHT COMMUNITY PARTNER ORGANIZATIONS TO OFFER THIS ANNUAL PROGRAMMING, A MAJORITY OF WHICH HAVE ENGAGED WITH THE PUBLIC FOR ALL OR MOST OF THE PROGRAM'S DECADE-LONG HISTORY: CHILDREN'S AID (MANHATTAN), THE FORTUNE SOCIETY (QUEENS), DREAMYARD (BRONX), BROWNSVILLE RECREATION CENTER (BROOKLYN), DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE), CASITA MARIA CENTER FOR ARTS AND EDUCATION (BRONX), CENTER FOR FAMILY LIFE IN SUNSET PARK (BROOKLYN), AND MILITARY RESILIENCE FOUNDATION (CITYWIDE). WHILE THE DELACORTE THEATER WAS NOT AVAILABLE FOR OUR ANNUAL CELEBRATORY PAGEANT PRODUCTION, IN SUMMER 2024, THE PUBLIC REMAINED DEDICATED TO CREATING OPPORTUNITIES FOR OUR COMMUNITY TO SHARE THEIR ARTMAKING WITH ONE ANOTHER AND THE PEOPLE OF NEW YORK CITY. AS A CULMINATION OF OUR 2023-2024 PROGRAMMING, PUBLIC WORKS PRODUCED LET'S HEAR IT FOR NEW YORK!, A LARGE-SCALE PARTICIPATORY PERFORMANCE IN WHICH HUNDREDS OF NEW YORKERS GATHERED WITH THEIR NEIGHBORS IN CENTRAL PARK FOR A DANCE CHOREOGRAPHED BY TONY AWARD NOMINEE CAMILLE A. BROWN AND SET TO THE ICONIC NEW YORK ANTHEM "EMPIRE STATE OF MIND" BY ALICIA KEYS FROM THE HELL'S KITCHEN ORIGINAL BROADWAY CAST ALBUM. 4252601 516954 FREE SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER EXEMPLIFIES THE PUBLIC THEATER'S MISSION TO OFFER WORLD-CLASS PRODUCTIONS AT NO COST. SINCE ITS LAUNCH, OVER 6 MILLION PEOPLE HAVE ATTENDED PERFORMANCES FEATURING BOTH RISING AND RENOWNED ARTISTS. TICKETS ARE DISTRIBUTED FREE ACROSS ALL FIVE BOROUGHS THROUGH VARIOUS ACCESS-FOCUSED METHODS.THE PROGRAM WAS ON HIATUS DURING THE 2024 SEASON DUE TO A MAJOR RENOVATION OF THE DELACORTE THEATER. PRODUCTIONS WILL RESUME IN 2025 UPON COMPLETION OF THE IMPROVEMENTS.GO PUBLIC!: A FESTIVAL OF FREE SHAKESPEARE IN THE PARKDURING THE 2024 HIATUS OF SHAKESPEARE IN THE PARK, THE PUBLIC LAUNCHED GO PUBLIC!, A CITYWIDE CELEBRATION OF SHAKESPEARE THROUGH LIVE AND DIGITAL OFFERINGS. HIGHLIGHTS INCLUDED:- AN EXPANDED MOBILE UNIT TOUR OF REBECCA MARTINEZ'S BILINGUAL ADAPTATION OF THE COMEDY OF ERRORS ACROSS NYC.- A NEW PARTNERSHIP WITH NYC PARKS' MOVIES UNDER THE STARS, SCREENING CLASSIC PRODUCTIONS IN PUBLIC PARKS.- A SUMMER RELEASE OF PBS GREAT PERFORMANCES RECORDINGS OF FREE SHAKESPEARE IN THE PARK FOR AT-HOME STREAMING.PUBLIC SHAKESPEARE INITIATIVE - HUNTS POINT CHILDREN'S SHAKESPEARE ENSEMBLE (HPCSE)HPCSE IS A YEAR-LONG AFTER-SCHOOL PROGRAM THAT INTRODUCES SHAKESPEARE TO 4TH-6TH GRADE STUDENTS IN THE SOUTH BRONX. RUN IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN, THE PROGRAM UNITES STUDENTS FROM FOUR SCHOOLS AND DEVELOPS COMMUNICATION AND CREATIVE SKILLS THROUGH THE STUDY AND PERFORMANCE OF A SHAKESPEARE PLAY. IN 2023-2024, STUDENTS EXPLORED HAMLET, MEETING THREE TIMES WEEKLY FOR EIGHT MONTHS WITH A TEAM OF TEACHING ARTISTS. THE PROGRAM CONCLUDED WITH STAGED PERFORMANCES ON MAY 17 AT BRONX ACADEMY FOR MULTI-MEDIA AND ON MAY 19 AT THE PUBLIC'S MARTINSON HALL, REACHING AN AUDIENCE OF ROUGHLY 500 FAMILY MEMBERS, FRIENDS, AND TEACHERS.NEW WORK DEVELOPMENT & ANCILLARY PROGRAMSEARLY CAREER WORKING GROUPSTHE PUBLIC SUPPORTS EARLY-CAREER ARTISTS WITH COLLABORATIVE PROGRAMS THAT NURTURE TALENT AND PROVIDE RESOURCES AT CRITICAL MOMENTS IN THEIR DEVELOPMENT.EMERGING WRITERS GROUP (EWG)EWG FOSTERS ARTISTIC AND PROFESSIONAL GROWTH FOR PLAYWRIGHTS WHO LACK TRADITIONAL ACCESS TO DEVELOPMENT OPPORTUNITIES-ESPECIALLY THOSE WITHOUT REPRESENTATION OR ADVANCED TRAINING. WRITERS ARE SELECTED BIENNIALLY FOR A TWO-YEAR FELLOWSHIP THAT INCLUDES A STIPEND, BI-WEEKLY GROUP SESSIONS, AND MASTER CLASSES WITH ESTABLISHED PLAYWRIGHTS. THE RESIDENCY CULMINATES IN A PUBLIC SPOTLIGHT SERIES SHOWCASE. IN 2023-2024, THE PUBLIC DEEPENED ITS SUPPORT FOR THE PROGRAM BY:- REVAMPING WORKSHOP AND MASTERCLASS STRUCTURES TO MEET INDIVIDUAL NEEDS.- INCREASING STIPENDS FROM $7,500 TO $10,000 TO OFFSET INFLATION.- EXPANDING NETWORKING OPPORTUNITIES WITH INDUSTRY LEADERS.THE 2023-2025 EWG COHORT INCLUDES KARINA BILLINI, TOMAS ENDTER, JESSE JAE HOON, HUMAIRA IQBAL, CELESTE JENNINGS, NINA KI, GLORIA OLADIPO, VALEN-MARIE SANTOS, AMITA SHARMA, AND AL SIERRA.DEVISED THEATER WORKING GROUP (DTWG)LAUNCHED IN 2014, DTWG SUPPORTS INTERDISCIPLINARY THEATER-MAKERS BY OFFERING ARTISTIC, TECHNICAL, AND ADMINISTRATIVE RESOURCES. USING A COHORT MODEL, 8-10 ARTISTS OR COLLECTIVES MEET THROUGHOUT THE YEAR TO DEVELOP NEW WORKS. THE 2023 COHORT INCLUDED AMARA JANAE BRADY, DAHLAK BRATHWAITE, JAIME CEPERO, CLARISSA MARIE LIGON, ELI NIXON, ONE WHALE'S TALE, CAMILO QUIROS-VSQUEZ, AND ELLPETHA TSIVICOS. PRESENTATIONS RAN FROM DECEMBER 4, 2023, TO JUNE 1, 2024.JOE'S PUB WORKING GROUP (JPWG)JPWG SUPPORTS 4-6 EARLY-CAREER MUSICIANS AND PERFORMANCE ARTISTS ANNUALLY, OFFERING CURATORIAL SUPPORT, REHEARSAL SPACE, AND ADMINISTRATIVE RESOURCES. ARTISTS ARE SELECTED FOR THEIR STRONG NARRATIVE VOICES AND ENCOURAGED TO EXPLORE THEATRICAL STORYTELLING AND SONGWRITING. THE 2023-2024 JPWG COHORT INCLUDED EZRAA WARDA, FIRAS ZREIK, ELLEN WINTER, AND QUEEN ESTHER.NEW YORK VOICESNEW YORK VOICES WAS CREATED IN RESPONSE TO THE DECLINE IN ALBUM SALES AND AIMS TO SUPPORT MUSICIANS IN DEVELOPING NEW LIVE PERFORMANCE WORK. THE PROGRAM COMMISSIONS AT LEAST THREE ARTISTS PER YEAR, HELPING THEM DEVELOP A FULL SHOW, ACCESS FUNDING, AND EXPAND TOURING POTENTIAL. ARTISTS ALSO RECEIVE FINISHING FUNDS TO COMPLETE THEIR PROJECTS. THE 2023-2024 COHORT INCLUDED SARAH ELIZABETH CHARLES, DAN FISCHBACK, AND OMAR OFFENDUM.ARTISTS-IN-RESIDENCETHE PUBLIC THEATER OFFERS SALARIED RESIDENCIES TO GIVE ARTISTS TIME, SPACE, AND RESOURCES TO DEVELOP THEIR WORK.- WRITER-IN-RESIDENCE: SUZAN-LORI PARKS- ARTIST-IN-RESIDENCE: SHAINA TAUB- NTOZAKE SHANGE PLAYWRIGHT-IN-RESIDENCE: ERIKA DICKERSON-DESPENZA IN PARTNERSHIP WITH BARNARD COLLEGE)- RESIDENCY WITH THE APOTHETAE: A TWO-YEAR COLLABORATION WITH ACTOR AND DISABILITY RIGHTS ADVOCATE GREGG MOZGALA AND HIS COMPANY TO EXPLORE SHAKESPEARE THROUGH A DISABILITY LENS.SUPPORTED BY CREATIVES REBUILD NEW YORK (CRNY), THE PUBLIC ALSO EMPLOYED IFE OLUJOBI, RYAN J. HADDAD, AND JULIAN GOLDHAGEN AS FULL-TIME RESIDENT ARTISTS FROM 2022-2024. THESE ARTISTS WORKED CLOSELY WITH LEADERSHIP TO INTEGRATE ACTIVISM INTO THE THEATER'S OPERATIONS WHILE PURSUING THEIR OWN CREATIVE PROJECTS. 4252601 516954 38557823 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 559 0 1 1323 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 44 42 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY NJ PA CA GA FL IL MA MI MN RI VA CO CT WA DC X X MARK ROWAN 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 LUIS MIRANDA JR CO-CHAIR 7.00 X X 0 0 0 PAT FILI-KRUSHEL CO-CHAIR 7.00 X X 0 0 0 KENNY LEON CO-VICE CHAIR 7.00 X X 0 0 0 ALISA AMAROSA WOOD CO-VICE CHAIR 7.00 X X 0 0 0 MYCHAL HARRISON TREASURER 7.00 X X 0 0 0 GORDON J DAVIS ESQ SECRETARY 7.00 X X 0 0 0 KWAME ANTHONY APPIAH BOARD MEMBER 2.00 X 0 0 0 ANDREA E BERNSTEIN BOARD MEMBER 2.00 X 0 0 0 JASON BLUM BOARD MEMBER 2.00 X 0 0 0 MICHAEL BOSWORTH BOARD MEMBER 2.00 X 0 0 0 MARY SCHMIDT CAMPBELL BOARD MEMBER 2.00 X 0 0 0 KURT CHAUVIERE BOARD MEMBER 2.00 X 0 0 0 LEE DANIELS BOARD 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FREEDOME BRADLEY-BALLENTINE DIRECTOR OF ARTISTIC PROGRAMS 40.00 X 192949 0 46405 3661560 0 619655 39 0 1 0 YORKE CONSTRUCTION CORPORATION 140 WEST 31ST STREET NEW YORK NY 10001 CONSTRUCTION MANAGEMENT AND SERVICES 21208431 AROL MANAGEMENT LLC 444 EAST 75TH STREET 5H NEW YORK NY 10021 CONSTRUCTION MANAGEMENT AND SERVICES 1690368 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTURAL DESIGN AND CONSULTATION 1030421 COMMUNITY COUNSELING SERVICE 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAPITAL PROJECTS FUNDRAISING CONSULTANTS 537209 FREDERICK BASCH ARCHITECT PLLC 288 LEXINGTON AVENUE 10A NEW YORK NY 10016 CONSTRUCTION MANAGEMENT AND SERVICES 354346 5 1581154 1698096 36457692 1300536 39736942 BOX OFFICE INCOME 711110 7894649 7894649 CO-PRODUCTION FEES, ENHANCEMENT I 900099 2907304 2907304 10801953 797167 797167 6946506 6946506 608489 0 608489 608489 608489 31385280 29454925 1930355 1930355 1930355 473228 1581154 473228 0 CONCESSION 900099 262634 262634 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757311 119339 31072926 BONDS, DEPOSITS AND OTHER ASSETS 321678 CONSTRUCTION IN PROGRESS 46108779 OPERATING LEASE RIGHT-OF-USE-ASSETS 14614267 61044724 ACCRUED PENSION LIABILITY 3499989 OPERATING LEASE LIABILITIES 17136507 20636496 PART V, LINE 4: INCOME FROM THE ENDOWMENTS IS USED TO SUPPORT THE ARTISTIC AND OPERATIONAL ACTIVITIES OF THE ORGANIZATION. X X X X X X X 1 GURA ASSOCIATES LTD 505 WEST END AVENUE NEW YORK NY 10024 MAJOR GIFT CONSULTING 0 0 340000 0 CCS FUNDRAISING 527 MADISON AVE NEW YORK NY 10022 CAPITAL CAMPAIGN CONSULTANTS 0 0 537209 0 SDA TELESERVICES 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELESALES SUPPORT 0 0 154334 0 1031543 NY NJ PA CA GA FL IL MA MI MN RI VA ANNUAL GALA 2054382 1581154 473228 228160 245068 2054382 1581154 473228 228160 245068 473228 0 1 THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 501(C)(3) 0 341954 GENERAL OPERATING SUPPORT FOR THE PERFORMANCE, COMMENTARY, AND EDUCATIONAL ACTIVITIES 1 PASSTHROUGH GRANT 4 175000 PART I, LINE 2: GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. ONCE APPROVED, NYSF MAINTAINS THE BUDGET AND MONITORS GRANT EXPENSES AGAINST IT. PAYMENT TO THE GRANTEE IS USUALLY IN THE FORM OF REIMBURSEMENT. GRANTEE IS REQUIRED TO SUBMIT RECEIPTS AND SUPPORTING DOCUMENTATION IN ORDER TO BE REIMBURSED. DEPENDING ON THE PROJECT, INTERIM PROGRESS REPORTS MAY BE REQUIRED. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE PROJECT. A MULTI-YEAR BUDGET HAS BEEN INCORPORATED INTO THE AFFILIATION AGREEMENT BETWEEN NYSF AND THE SHAKESPEARE SOCIETY OF AMERICA, INC. NYSF REVIEWS THE BUDGET AND EXPENSES DURING THE YEAR. INTERIM FINANCIAL REPORTS ARE REVIEWED REGULARLY. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE YEAR. PART III GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. GRANTEE REPORTS ON THE ACTIVITIES AND, IF REQUIRED, SUBMITS A FINAL REPORT AND ACCOUNTING STATEMENT AT THE END OF THE PROJECT. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 PAUL J EUSTIS ARTISTIC DIRECTOR 881115 0 0 0 0 0 217976 0 23152 0 1122243 0 3525 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 615580 0 35000 0 0 0 37224 0 6113 0 693917 0 0 0 KRISTINA HOGE SENIOR DIRECTOR OF DEVELOPMENT 270867 0 0 0 0 0 19014 0 34947 0 324828 0 0 0 THOMAS M MCCANN CHIEF MARKETING OFFICER 204429 0 0 0 0 0 18340 0 13427 0 236196 0 0 0 JEREMY ADAMS GENERAL MANAGER 202276 0 0 0 0 0 31364 0 11518 0 245158 0 0 0 SARAH ROSEN SENIOR DIRECTOR, HUMAN RESOURCES 188772 0 0 0 0 0 12524 0 14961 0 216257 0 0 0 PETER DEAN DIRECTOR OF PRODUCTION 154027 0 0 0 0 0 0 0 10760 0 164787 0 0 0 KRISTEN GONGORA DIRECTOR OF STRATEGIC ADVANCEMENT 178273 0 0 0 0 0 5977 0 10148 0 194398 0 0 0 VALERIE SIMMONS MILLER DIRECTOR OF DELCORTE RENOVATION & CA 182224 0 0 0 0 0 19475 0 14201 0 215900 0 0 0 SAHEEM ALI ARTISTIC AND RESIDENT DIRECTOR 270073 0 0 0 0 0 18369 0 29058 0 317500 0 0 0 MANDY HACKETT ASSOCIATE ARTISTIC DIRECTOR 211175 0 0 0 0 0 20596 0 3698 0 235469 0 0 0 FREEDOME BRADLEY-BALLENTINE DIRECTOR OF ARTISTIC PROGRAMS 192949 0 0 0 0 0 12162 0 34243 0 239354 0 0 0 PART I, LINE 1A THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE PERMITTED TO BOOK UPGRADED SEATING ON OVERNIGHT FLIGHTS THAT ARE SIX HOURS OR LONGER. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS FOR IMPUTED TAXES ON HIS CONTRACTUAL LIFE INSURANCE POLICY AND 403B CONTRIBUTIONS. PART I, LINE 4B PURSUANT TO HIS EMPLOYMENT AGREEMENT, PAUL J. EUSTIS PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $159,493 WAS VESTED DURING THE 2023 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. PURSUANT TO HIS EMPLOYMENT AGREEMENT, PATRICK WILLINGHAM PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $6,201 WAS VESTED DURING THE 2023 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. X 36 1300536 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: SIGNATURE SECURITIES AND MERRILL LYNCH WEALTH MANAGEMENT HOLD NYSF'S BROKERAGE ACCOUNTS TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. FORM 990, PART III, LINE 3 IN 2024, NEW YORK SHAKESPEARE FESTIVAL UNDERTOOK A MAJOR CAPITAL IMPROVEMENT PROJECT AT THE DELACORTE THEATER, HOME TO SHAKESPEARE IN THE PARK. AS A RESULT, NEW YORK SHAKESPEARE FESTIVAL DID NOT PRESENT ANY SHAKESPEARE IN THE PARK PRODUCTIONS IN 2024. FACILITY RENOVATIONS ARE SCHEDULED FOR COMPLETION IN 2025, AT WHICH TIME NEW YORK SHAKESPEARE FESTIVAL WILL RESUME SHAKESPEARE IN THE PARK PRODUCTIONS AT THE DELACORTE THEATER. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, OTHER OFFICERS OF THE BOARD, THE CHAIRS OF THE AUDIT, FINANCE AND NOMINATING COMMITTEES AND SUCH ADDITIONAL TRUSTEES AS MAY BE ELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD PERMITTED BY LAW WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR CERTAIN SPECIFIC MATTERS PURSUANT TO THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE. AFTER THAT EVALUATION, THE DRAFT 990 IS CIRCULATED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE PUBLIC VERSION OF THE 990 IS THEN CIRCULATED TO THE FULL BOARD FOR COMMENTS AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THROUGHOUT THE FISCAL YEAR, BOARD MEMBERS ARE REMINDED TO DISCLOSE ANY CONFLICTS THEY MAY HAVE TO MANAGEMENT OR THE AUDIT COMMITTEE. AT THE END OF EACH FISCAL YEAR, CONFLICT OF INTEREST FORMS ARE FILLED OUT BY TRUSTEES, AND THE AUDIT COMMITTEE OR ITS CHAIR EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE MATERIAL CONFLICTS AND MAKES A RECOMMENDATION. INTERESTED BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING RELATING TO ANY CONFLICTED MATTER. HOWEVER, AS A MEMBER OF THE BOARD OR COMMITTEE, THE INTERESTED BOARD MEMBER MAY BE COUNTED IN DETERMINING THE ESTABLISHMENT OF THE QUORUM AT SUCH A MEETING. AT THIS TIME, ONLY TRUSTEES ARE REQUIRED TO DISCLOSE. A POLICY IS BEING DRAFTED TO REQUIRE THE SAME OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S CONTRACT WAS RENEWED EFFECTIVE JUNE 2018 AND RUNS THROUGH JULY 2028. THE EXECUTIVE DIRECTOR'S CONTRACT WAS RENEWED IN JANUARY 2022 AND RUNS THROUGH DECEMBER 2025. THE EXECUTIVE COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT CONSULTANT WITH COMPARATIVE DATA FROM PEER CULTURAL INSTITUTIONS IN BUDGET AND PROGRAM SIZE IN NEW YORK CITY AND ACROSS THE COUNTRY. USING THIS DATA, THE COMMITTEE DETERMINED A COMPARABLE COMPENSATION LEVEL. FOR THE KEY POSITIONS OF PRODUCTION EXECUTIVE, CHIEF ADVANCEMENT OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR AND CHIEF MARKETING OFFICER, THE SENIOR DIRECTOR OF HUMAN RESOURCES AND/OR INDEPENDENT CONSULTANT GARNERS INFORMATION USING COMPARATIVE DATA FROM SIMILARLY-SIZED, NONPROFIT ARTS INSTITUTIONS. THE INFORMATION IS CULLED FROM FORM 990S AND FROM INDUSTRY SURVEYS. USING THIS DATA, THE EXECUTIVE DIRECTOR AND HR DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST -255,344. THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 INCREASING ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF SHAKESPEARE'S WORKS NY 501(C)(3) 509(A)(2) YES 1 PUBLIC THEATER PRODUCTIONS 425 LAFAYETTE STREET NEW YORK NY 10003 263803813 COMMERCIAL THEATER CO-PRODUCTIONS NY N/A C 59520 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THE SHAKESPEARE SOCIETY OF AMERICA INC B 341954 AMOUNT OF GRANT TO THE SOCIETY THE SHAKESPEARE SOCIETY OF AMERICA INC Q 341954 REIMBURSEMENT FROM THE SOCIETY