2021-07-07T15:23:30-05:00 2020-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2019-09-01 131844852 NEW YORK SHAKESPEARE FESTIVAL NEWY 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 2125398500 2021-07-07 1 MICHAEL WALLACE P00881958 2126972299 2019 2022-09-23 18:48:47Z THE PUBLIC THEATER JOE'S PUB PATRICK WILLINGHAM 425 LAFAYETTE STREET NEW YORK NY 10003 66055174 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. 45 43 1703 43 0 0 45866012 33473363 14820130 8271831 2979404 3849698 25057264 9928159 88722810 55523051 769950 923135 0 0 34919176 34095057 628451 491358 4676496 20612926 16597417 56930503 52106967 31792307 3416084 115535167 119388743 15609820 19583813 99925347 99804930 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 22124091 6013216 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. TWO PLAYS RECEIVED THEIR WORLD PREMIERE - RICHARD NELSON'S THE MICHAELS AND JESSICA BLANK AND ERIC JENSEN'S COAL COUNTRY. THE SEASON ALSO INCLUDED THE NEW YORK PREMIERE OF SOFT POWER BY DAVID HENRY HWANG AND JEANINE TESORI, AND REVIVALS OF TONY KUSHNER'S A BRIGHT ROOM CALLED DAY AND FOR COLORED GIRLS WHO HAVE CONSIDERED SUICIDE / WHEN THE RAINBOW IS ENUF BY NTOZAKE SHANGE. THE SIXTEENTH UNDER THE RADAR FESTIVAL, A PLATFORM FOR US-BASED AND INTERNATIONAL DEVISED THEATER GROUPS, PRESENTED THE WORK OF CONTEMPORARY THEATER COMPANIES FEATURING ARTISTS FROM ACROSS THE US AND AROUND THE WORLD. 762578 SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER IN CENTRAL PARK EMBODIES THE PUBLIC THEATER'S MISSION TO OFFER THE HIGHEST QUALITY WORK TO EVERYONE, FREE OF CHARGE. SINCE ITS INCEPTION MORE THAN 5 MILLION PEOPLE HAVE ENJOYED PERFORMANCES BY BOTH EMERGING AND WORLD-RENOWNED ARTISTS. CONTINUING A LONG-HELD TRADITION, ALL TICKETS FOR SHAKESPEARE IN THE PARK ARE OFFERED FREE OF CHARGE THROUGH A VARIETY OF DISTRIBUTION METHODS IN ALL FIVE BOROUGHS DESIGNED TO MAXIMIZE ACCESSIBILITY. FOR PATRONS WITH HEARING AND VISION IMPAIRMENTS, THE PUBLIC THEATER OFFERS A SIGN-INTERPRETED, OPEN-CAPTIONED AND AUDIO-DESCRIBED PERFORMANCE FOR EACH PRODUCTION. THE 2020 FREE SHAKESPEARE IN THE PARK SEASON WAS CANCELED DUE TO THE COVID-19 PANDEMIC. 4050487 1728891 JOE'S PUBONE OF NEW YORK CITY'S MOST CELEBRATED VENUES FOR EMERGING AND ESTABLISHED PERFORMANCE ARTISTS, JOE'S PUB IS COMMITTED TO REFLECTING THE DIVERSE COMMUNITY THAT IT REPRESENTS IN ITS AUDIENCE AND ON ITS STAGE BY PROGRAMMING A VARIETY OF HIGH-QUALITY PERFORMANCES, WHILE KEEPING TICKET PRICES AT A MINIMUM. NAMED FOR PUBLIC THEATER FOUNDER JOE PAPP, JOE'S PUB DEBUTED IN 1998 AND PLAYS A VITAL ROLE IN THE PUBLIC THEATER'S MISSION OF SUPPORTING YOUNG ARTISTS WHILE PROVIDING ESTABLISHED ARTISTS WITH AN INTIMATE SPACE TO PERFORM AND DEVELOP NEW WORK. AS PART OF THE PUBLIC THEATER'S 2019-20 PROGRAMMING DOWNTOWN AT 425 LAFAYETTE STREET, JOE'S PUB PRESENTED TALENT FROM ALL OVER THE WORLD, HOSTING APPROXIMATELY 400 SHOWS AND SERVING OVER 50,000 AUDIENCE MEMBERS. THE DIVERSE ROSTER OF PROGRAMMING FEATURED TOP PERFORMERS FROM BROADWAY, CABARET, DANCE, WORLD, SINGER-SONGWRITER, JAZZ, COUNTRY AND INDIE GENRES. 10737004 923135 730976 COMMUNITY PROGRAMS:MOBILE UNITTHE MOBILE UNIT, A CONTEMPORARY VERSION OF THE PUBLIC THEATER'S INITIAL TOURING MODEL, NOT ONLY SEEKS OUT DIVERSE AUDIENCES BUT SERVES AUDIENCES WHOSE ACCESS TO ARTS EXPERIENCES ARE SEVERELY INHIBITED BY THEIR ENVIRONMENTS. THE MOBILE UNIT FOCUSES ON TOURING PRODUCTIONS TO PRISONS, HALFWAY HOUSES, COMMUNITY CENTERS AND OTHER PLACES WHERE THE MOST CRITICALLY UNDER-SERVED AND OVERLOOKED PARTS OF THE POPULATION ARE CONGREGATED. THESE PRODUCTIONS ARE THEN PRESENTED AS PART OF THE DOWNTOWN SEASON AT 425 LAFAYETTE STREET. OVER THE YEARS, THE MOBILE UNIT HAS SERVED THOUSANDS OF AUDIENCES WITH CRITICALLY ACCLAIMED PRODUCTIONS. IN THE FALL OF 2019, THE MOBILE UNIT EMBARKED ON A THREE-WEEK, TOUR OF THE FIVE BOROUGHS, FEATURING FREE PERFORMANCES OF SHAKESPEARE'S MEASURE FOR MEASURE DIRECTED BY LA WILLIAMS. IN 2019, WE WERE THRILLED TO CONTINUE MOBILE UNIT TOURS OF COMMISSIONED MUSIC PERFORMANCE, REACHING 3-5 VENUES. ADDITIONALLY, WE DEEPENED PARTNERSHIPS WITH THE NEW YORK CITY LIBRARY SYSTEMS IN MANHATTAN, THE BRONX, QUEENS AND BROOKLYN, THE NEW YORK CITY HOUSING AUTHORITY, AND THE CITY PARKS FOUNDATION WITH THE INTENT OF BROADENING OUR PERFORMANCE VENUES TO INCLUDE PUBLIC HOUSING, LIBRARIES AND PARKS. PUBLIC WORKSPUBLIC WORKS PARTNERS WITH SOCIAL SERVICE ORGANIZATIONS SERVING THOSE WHO STAND TO BENEFIT MOST FROM THE TRANSFORMATIVE POWER OF THEATER. OVER THE LAST SIX YEARS, PUBLIC WORKS HAS LED WORKSHOPS WITH ITS PARTNERS, BROUGHT THEM TO THE THEATER MANY TIMES, HELD COMMUNAL POTLUCKS, AND FORMED DEEP AND REAL RELATIONSHIPS WITH THE ORGANIZATIONS AND THEIR CLIENTS.FOR THE 2019-2020 SEASON, PUBLIC WORKS CONTINUED TO WORK WITH FORTUNE SOCIETY (QUEENS), DREAMYARD (THE BRONX), THE BROWNSVILLE RECREATION CENTER (BROOKLYN) AS CORE COMMUNITY PARTNERS, CENTER FOR FAMILY LIFE AT SUNSET PARK (QUEENS), CASITA MARIA (BRONX), AND THE MILITARY RESILIENCE PROJECT (ALL BOROUGHS). THE CHILDREN'S AID SOCIETY (MANHATTAN) AND DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE) SUSTAINED ALUMNI RELATIONSHIPS, ENGAGING IN THE PUBLIC WORKS COMMUNITY WHILE AT THE SAME TIME MAKING ROOM TO INVITE NEW PRIMARY PARTNERS TO THE TABLE. THE SEASON CULMINATED WITH A SEVEN-NIGHT RUN OF THE ORIGINAL MUSICAL OF DISNEY'S HERCULES, ADAPTED BY KRISTOFFER DIAZ, DIRECTED BY LEAR DEBESSONET AND FEATURING MUSIC BY ALAN MENKEN AND LYRICS BY DAVID ZIPPEL. THIS PRODUCTION FEATURED OVER 200 COMMUNITY PLAYERS AT THE DELACORTE THEATER.PUBLIC FORUMTHE PUBLIC FORUM IS A VITAL NEXUS OF CREATIVITY, COMMUNITY, AND IDEAS, DEDICATED TO EMBRACING THE COMPLEXITIES OF CONTEMPORARY SOCIETY. THE PROGRAM OFFERS A SERIES OF CONVERSATIONS AND PERFORMANCES FEATURING LEADING VOICES IN POLITICS, MEDIA, AND THE ARTS, DRAWING THE BROADEST RANGE OF VOICES IN CONVERSATION ABOUT AMERICAN CULTURE. USING THEATER AS A JUMP-OFF POINT TO SHED LIGHT ON CONTEMPORARY ISSUES, PUBLIC FORUM HAS TACKLED A NUMBER OF ISSUES FROM POVERTY AND INEQUALITY TO MUSIC AND AMERICAN IDENTITY. BEGINNING IN JANUARY 2018, PUBLIC FORUM LAUNCHES A NEW SERIES, CIVIC SALONS, OFFERING A MONTHLY BRUNCH-TIME GATHERING DEDICATED TO CREATING AN ONGOING CONVERSATION FORGED IN THE SPIRIT OF COMMUNITY AND CONVERSATION. EACH MONTH WILL FEATURE A DIFFERENT THEME AND A PLATFORM FOR READINGS, MUSICAL PERFORMANCE, AND KEYNOTE ADDRESS-ALL CHOSEN IN THE HOPES OF INSPIRING CIVIC ENGAGEMENT AND SOCIAL CHANGE.PUBLIC SHAKESPEARE INITIATIVEUNDER THE LEADERSHIP OF SCHOLAR MICHAEL SEXTON, THE PUBLIC SHAKESPEARE INITIATIVE WILL PRODUCE AND PRESENT A MULTIDIMENSIONAL LINEUP OF PROGRAMS, FUELED BY THE BELIEF THAT SHAKESPEARE IS FOR EVERYONE. THESE INCLUDE: A SERIES OF SCHOLARLY EXPLORATION AND PERFORMANCE THROUGH PUBLIC SHAKESPEARE PRESENTS AND INTIMATE PUBLIC SHAKESPEARE TALKS; ARTIST DEVELOPMENT PROGRAMS THAT ENLIVEN EXPLORATIONS OF SHAKESPEARE WITH THE MOST VISIONARY ARTISTIC MINDS WORKING TODAY; AND THE HUNTS POINT CHILDREN'S SHAKESPEARE ENSEMBLE, A TARGETED COMMUNITY ENGAGEMENT PROGRAM IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN.NEW WORK DEVELOPMENT & ANCILLARY PROGRAMS:EARLY CAREER WORKING GROUPS THE PUBLIC'S EARLY CAREER WORKING GROUPS PROVIDE COLLABORATIVE, EFFECTIVE MODELS FOR SUPPORTING ARTISTS AT CRITICAL STAGES OF THEIR DEVELOPMENT. THE PRIMARY GOALS OF EACH PROGRAM ARE TO BUILD MEANINGFUL PATHWAYS FOR ARTISTIC AND PROFESSIONAL ADVANCEMENT: EMERGING WRITERS GROUP (EWG). FOCUSED ON IDENTIFYING AND SUPPORTING EARLY CAREER PLAYWRIGHTS, THE EMERGING WRITER'S GROUP PROVIDES KEY RESOURCES FOR WRITERS AT EVERY STAGE OF THEIR CAREERS. THE PRIMARY GOAL OF THE EWG PROGRAM IS TO BUILD MEANINGFUL PATHWAYS FOR WRITERS' ARTISTIC AND PROFESSIONAL DEVELOPMENT. THE NEW WORK DEVELOPMENT TEAM WORK TO CREATE A FERTILE COMMUNITY AND FOSTER A WEB OF SUPPORTIVE ARTISTIC RELATIONSHIPS ACROSS GENERATIONS. WRITERS ARE SELECTED BI-ANNUALLY AND RECEIVE A TWO-YEAR FELLOWSHIP, WHICH INCLUDES A $15,000 STIPEND. ELIGIBILITY CRITERIA ARE TAILORED TO SERVE QUALIFIED WRITERS WHO ARE SHUT OUT OF THE FIELD'S STANDARD PLAY DEVELOPMENT CHANNELS - THOSE WITHOUT PROFESSIONAL REPRESENTATION OR GRADUATE SCHOOL TRAINING. THE PLAYWRIGHTS PARTICIPATE IN A BI-WEEKLY WRITERS GROUP FEATURING MASTER CLASSES LED BY ESTABLISHED PLAYWRIGHTS, AND THEIR FELLOWSHIP CULMINATES IN AN INDUSTRY-INVITED SHOWCASE OF WORK DEVELOPED DURING THE RESIDENCY.DEVISED THEATER WORKING GROUP (DTWG). FORMED IN 2014, THE DEVISED THEATER WORKING GROUP (DTWG) IS AN ARTIST RESOURCE GROUP DESIGNED FOR MAKERS OF ALL DISCIPLINES, INCLUDING THOSE WHO DO NOT SELF-IDENTIFY AS THEATER MAKERS BUT FOR WHOM THEATRE IS A POTENT METAPHOR OR FRAMEWORK. DTWG SERVES AS A THINK TANK TO ENSURE THAT THE PUBLIC IS RESPONSIVE TO THE MOST IMMEDIATE REALITIES OF INDEPENDENT THEATER MAKING. UNDER THE LEADERSHIP OF THE DIRECTOR OF THE UNDER THE RADAR FESTIVAL, MARK RUSSELL, DTWG OFFERS NEXT-GENERATION THEATER-MAKERS A SUPPORTIVE FRAMEWORK IN WHICH TO DEVELOP THEIR WORK, ENGAGE IN CONSISTENT DIALOGUE, AND BE CHALLENGED BY EACH OTHER'S AESTHETIC PRACTICE. USING THE MODEL OF THE EMERGING WRITERS GROUP, DTWG CREATES AN INFRASTRUCTURE TO SUPPORT COHORTS OF BETWEEN EIGHT AND TEN ARTISTS OR PERFORMANCE GROUPS TO MEET CONSISTENTLY THROUGHOUT THE YEAR AS THEY CREATE THEATER BY OFFERING THE DRAMATURGICAL, TECHNICAL, ARTISTIC AND ADMINISTRATIVE RESOURCES OF THE PUBLIC. JOE'S PUB WORKING GROUP (JPWG) & NEW YORK VOICES. IN ORDER TO CREATE SUSTAINABLE RESOURCES FOR THE FIELD AND TO SUPPORT EMERGING ARTISTS, ASSOCIATE ARTISTIC DIRECTOR/SENIOR DIRECTOR OF ARTISTIC PROGRAMS, SHANTA THAKE, AND DIRECTOR OF JOE'S PUB, ALEX KNOWLTON, BLENDED THE PUBLIC'S APPROACH TO SUPPORTING EMERGING PLAYWRIGHTS AND INDEPENDENT ARTISTS TO CREATE TWO PROGRAMS: JOE'S PUB WORKING GROUP, WHICH AIMS TO ENRICH THE SUSTAINABILITY AND GROWTH OF NEW YORK-BASED EMERGING ARTISTS' CAREERS; AND NEW YORK VOICES, A COMMISSIONING INITIATIVE FOR MUSICIANS AND PERFORMANCE ARTISTS TO CREATE CROSS-GENRE THEATER PIECES. JOE'S PUB WORKING GROUP SUPPORTS COHORTS OF FIVE EARLY CAREER MUSICIANS AND PERFORMANCE ARTISTS BY PROVIDING A VARIETY OF SUPPORT. THESE INCLUDE ADMINISTRATIVE RESOURCES, PHYSICAL SPACE, AND CURATORIAL SERVICES - FURTHER CULTIVATING A COMMUNITY ATMOSPHERE WHEREIN THOSE ARTISTS CAN CREATE AND SUSTAIN NEW AND DEVELOPING WORK. THE PROGRAM SELECTS FROM THE FIELD'S MOST EXCITING ARTISTS-IDENTIFYING MUSICIANS AND PERFORMANCE ARTISTS THAT PARTICULARLY EXHIBIT A STRONG NARRATIVE VOICE IN THEIR WORK-AND ASKS THEM TO EXPLORE THEATRICAL STORYTELLING AND SONGWRITING. NEW YORK VOICES STARTED FROM A DESIRE TO DIRECTLY ADDRESS THE CRUMBLING MUSIC INDUSTRY AND THE LACK OF ALBUM SALES, AS WELL AS TO FIND A NEW WAY TO SUPPORT ARTISTS IN A MANNER UNIQUE TO JOE'S PUB. SINCE ALBUM SALES ARE A RELIC, WE HAVE COMMITTED TO COMMISSIONING AT LEAST THREE MUSICIANS PER YEAR AND HELPING THEM TO DEVELOP NEW TOOLS FOR THEIR LIVE SHOW. THE HOPE FOR THESE SHOWS IS THAT THEY WILL LEAD TO LONGER RUNS IN VARIOUS MARKETS AROUND THE COUNTRY AND ALLOW THESE MUSICIANS TO ACCESS A NEW REALM OF GRANTS AND FUNDING. NEW YORK VOICES ANNUALLY COMMISSIONS A SMALL GROUP OF ARTISTS OVER THE COURSE OF THE YEAR, PRODUCED AS A CULMINATING PERFORMANCE SERIES. IN ADDITION, THE PROGRAM PROVIDES FINISHING FUNDS AS NECESSARY TO ASSIST THE ARTIST IN FULLY REALIZING EACH PROJECT AND INCREASE THEIR VIABILITY FOR A TOURING LIFE. WITH THESE DYNAMIC INITIATIVES, JOE'S PUB HAS BEEN ABLE TO GROW FROM BEING STRICTLY A PRESENTING VENUE INTO A ROBUST PRODUCING EFFORT, WORKING WITH A DIVERSE SLATE OF MULTIDISCIPLINARY ARTISTS. 10737004 923135 730976 37674160 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 1 804 0 1 1703 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 43 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 1 1 0 NY CT NJ PA CA GA CO X X DANIEL WILLIAMS SR DIR OF FINANCE AND ADMINISTRATION 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 ARIELLE TEPPER CHAIR 7.00 X X 0 0 0 PAT FILI-KRUSHEL VICE CHAIR 4.00 X X 0 0 0 ANNE CLARKE WOLFF TREASURER 4.00 X X 0 0 0 MATTHEW PINCUS SECRETARY 2.00 X X 0 0 0 KWAME ANTHONY APPIAH BOARD MEMBER 1.00 X 0 0 0 PATTY BAKER BOARD MEMBER 1.00 X 0 0 0 RENEE BEAUMONT BOARD MEMBER 1.00 X 0 0 0 ANDREA E BERNSTEIN BOARD MEMBER 2.00 X 0 0 0 JASON BLUM BOARD MEMBER 1.00 X 0 0 0 ZACH BUCHWALD BOARD MEMBER 2.00 X 0 0 0 LEE DANIELS BOARD MEMBER 1.00 X 0 0 0 GORDON J DAVIS ESQ BOARD MEMBER 3.00 X 0 0 0 DAVID DROGA BOARD MEMBER 1.00 X 0 0 0 SUSAN EDELSTEIN BOARD MEMBER 1.00 X 0 0 0 ERIC ELLENBOGEN BOARD MEMBER 1.00 X 0 0 0 HILARY C FESHBACH BOARD MEMBER 1.00 X 0 0 0 TOM FINKELPEARL BOARD MEMBER 1.00 X 0 0 0 CANDIA FISHER BOARD MEMBER 1.00 X 0 0 0 FAITH GAY BOARD MEMBER 1.00 X 0 0 0 DANAI GURIRA BOARD MEMBER 1.00 X 0 0 0 ANNE HATHAWAY BOARD MEMBER 1.00 X 0 0 0 DEBBY LANDESMAN BOARD MEMBER 1.00 X 0 0 0 ASHLEY LEEDS BOARD MEMBER 1.00 X 0 0 0 KENNY LEON BOARD MEMBER 1.00 X 0 0 0 LUIS MIRANDA JR BOARD MEMBER 2.00 X 0 0 0 GAIL MERRIFIELD PAPP BOARD MEMBER 1.00 X 0 0 0 HANS MORRIS BOARD MEMBER 1.00 X 0 0 0 JAMES MURDOCH BOARD MEMBER 1.00 X 0 0 0 JULIA PERSHAN BOARD MEMBER 1.00 X 0 0 0 JULIO PETERSON BOARD MEMBER 2.00 X 0 0 0 CHARLOTTE RELYEA BOARD MEMBER 1.00 X 0 0 0 JULIE RICE BOARD MEMBER 1.00 X 0 0 0 JANICE COOK ROBERTS BOARD MEMBER 1.00 X 0 0 0 WENDI ROSE BOARD MEMBER 1.00 X 0 0 0 LIZANNE ROSENSTEIN BOARD MEMBER 1.00 X 0 0 0 MARK ROSENTHAL BOARD MEMBER 1.00 X 0 0 0 JOSH SAPAN BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA SHIVA BOARD MEMBER 2.00 X 0 0 0 JIM STEINBERG BOARD MEMBER 1.00 X 0 0 0 LAURE SUDREAU BOARD MEMBER 1.00 X 0 0 0 STEVEN TAUB BOARD MEMBER 1.00 X 0 0 0 TERESA TSAI BOARD MEMBER 1.00 X 0 0 0 REGGIE VAN LEE BOARD MEMBER 1.00 X 0 0 0 GRACE LYU-VOLCKHAUSEN BOARD MEMBER 1.00 X 0 0 0 SAM WATERSTON BOARD MEMBER 1.00 X 0 0 0 AUDREY WILF BOARD MEMBER 1.00 X 0 0 0 TIMOTHY WILKINS BOARD MEMBER 2.00 X 0 0 0 FRANCES WILKINSON BOARD MEMBER 1.00 X 0 0 0 ALISA AMAROSA WOOD BOARD MEMBER 1.00 X 0 0 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 40.00 X X 456121 0 27413 PAUL J EUSTIS ARTISTIC DIRECTOR 40.00 X X 827806 0 222980 PATRICIA HUIE CHIEF FINANCIAL OFFICER 40.00 X 191226 0 23420 THOMAS MCCANN CHIEF MARKETING OFFICER 40.00 X 181248 0 17858 SHANNON S THAKE-KRIEGSMANN SENIOR DIR. OF ARTISTIC PROGRAMS 40.00 X 181263 0 39258 LAURENCE JAHNS CHIEF ADVANCEMENT OFFICER 40.00 X 459593 0 42975 JEREMY ADAMS MANAGING DIRECTOR 40.00 X 188627 0 24944 RUTH STERNBERG PRODUCTION EXECUTIVE 40.00 X 203583 0 49605 MANDY HACKETT ASSOCIATE ARTISTIC DIR. 40.00 X 195188 0 39603 ALEX TONETTA ARTISTIC CONTENT CURATOR 40.00 X 169963 0 16079 KIERAN MCGRATH SENIOR DIRECTOR, HUMAN RESOURCES 40.00 X 158926 0 23477 LAURA O'CONNELL DIR. OF CAPITAL PROJECTS 40.00 X 155991 0 45345 3369535 0 572957 38 0 1 0 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVENUE BOSTON MA 02118 DESIGN AND CONSTRUCTION SERVICE 9391107 ZUBATKIN OWNER REPRESENTATION LLC 333 WEST 52ND STREET 6TH FLOOR NEW YORK NY 10019 OWNERS REPRESENTATION SERVICES 1027879 BIG ARCHITECHTURE DPC 45 MAIN STREET SUITE 900 BROOKLYN NY 11201 ARCHITECTURE AND DESIGN SERVICES 907909 MASQUE SOUND & RECORDING CORP 21 EAST UNION AVENUE EAST RUTHERFORD NJ 07073 THEATRICAL EQUIPMENT RENTALS AND PURCHAS 637458 CSS SECURITY 2753 NORTH JERUSALEM SUITE D EAST MEADOW NY 11554 ONSITE SECURITY SERVICES 583612 45 2105075 911208 30457080 908009 33473363 BOX OFFICE INCOME 711110 5262292 5262292 CO-PRODUCTION FEES, ENHANCEMENT I 900099 2996079 2996079 WORKSHOPS/EVENTS 900099 13460 13460 8271831 871068 871068 9417252 9417252 309655 0 309655 309655 309655 13452138 10473508 2978630 2978630 2978630 58615 2105075 58615 0 MISCELLANEOUS INCOME 900099 201252 201252 201252 55523051 8473083 0 13576605 550135 550135 373000 373000 2836234 2100940 465403 269891 24194449 17922030 3970116 2302303 2424099 1795651 397775 230673 2388337 1769160 391907 227270 2251938 1668122 369525 214291 1155592 544338 598667 12587 341080 124087 216501 492 107621 107621 168000 168000 491358 491358 48853 48853 2687053 2626029 14149 46875 874739 606463 15076 253200 995320 507795 416704 70821 565692 233588 231889 100215 224897 224147 750 3327339 1929136 1192467 205736 1141967 905651 84688 151628 1292936 492325 741285 59326 239300 13621 223699 1980 PRODUCTION COSTS 2933012 2930865 2000 147 MISCELLANEOUS 263829 105864 154098 3867 PROFESSIONAL DEVELOPMEN 172299 83213 56000 33086 BAD DEBT 57888 57888 52106967 37674160 9756311 4676496 4161293 6238808 32498379 26291815 25041168 28145691 1757082 641025 1970541 949937 23696227 8386784 15463536 15309443 17964061 18483276 1871640 2155967 14807467 21172781 115535167 119388743 4725683 3567272 2784723 610787 4088989 8099414 11316765 15609820 19583813 X 53736528 46449142 46188819 53355788 99925347 99804930 115535167 119388743 X 3416084 -1790704 -770827 -974970 X 0 1 X 1 0 X 19140017 26656819 33560688 45866012 33473363 158696899 19140017 26656819 33560688 45866012 33473363 158696899 4329489 154367410 3608284 13454275 21358077 25700833 10597975 74719444 3909 11025 10806 11591 37331 213358 310123 612504 298381 201252 1635618 235089292 62430307 0.65660 0.67910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 168000 0 0 168000 0 PART II-B, LINE 1: THE PUBLIC HAS ENGAGED VENDORS FOR LOBBYING TO SEEK FUNDING AND VARIOUS APPROVALS FOR OUR CAPITAL CAMPAIGN FROM THE CITY. 19782694 1621311 -885000 20519005 20436220 231474 -885000 19782694 19870203 1451017 -885000 20436220 18574944 2180259 -885000 19870203 18676036 783908 -885000 18574944 0.75160 0.24840 0 0 21298712 6566697 14732015 1024494 789397 235097 1373021 1030690 342331 15309443 CONSTRUCTION COST REIMBURSEMENT DUE FROM THE CITY OF NEW YORK 517393 BONDS, DEPOSITS AND OTHER ASSETS 298808 CONSTRUCTION IN PROGRESS 20356580 21172781 ACCRUED PENSION LIABILITY 9844541 DEFERRED RENT 1472224 11316765 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 295313 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 CAPITAL CAMPAIGN ADVISING 0 0 196045 0 491358 NY CT NJ PA CA CO GA ANNUAL GALA 2023290 2000645 22645 22645 BENEFIT EVENTS 140400 104430 35970 35970 2163690 2105075 58615 22645 35970 58615 0 1 THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 501(C)(3) 550135 GENERAL OPERATING SUPPORT FOR THE PERFORMANCE, COMMENTARY, AND EDUCATIONAL ACTIVITIES 1 VAN LIER FELLOWSHIPS 2 10000 TOW FELLOWSHIPS 1 55000 FREELANCE THEATER MAKER RELIEF 308 308000 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 II FREELANCE THEATER MAKER RELIEF: THE PUBLIC, IN PARTNERSHIP WITH OUR BOARD OF TRUSTEES AND DONOR COMMUNITY, OFFERED A LIMITED NUMBER OF ONE-TIME DISASTER RELIEF PAYMENTS OF $1,000 TO FREELANCE THEATER MAKERS FROM ALL DISCIPLINES, INCLUDING, BUT NOT LIMITED TO, TECHNICIANS, CREW MEMBERS, TEACHING ARTISTS AND ARTISTS WORKING GROUP PARTICIPANTS. FUTURE RELIEF PAYMENTS WILL BE OFFERED TO PLAYWRIGHTS, ACTORS, STAGE MANAGERS, DIRECTORS, CHOREOGRAPHERS, DESIGNERS, AUDIENCE SERVICES STAFF-MEMBERS, ASL INTERPRETERS, AMONG OTHERS. X X 0 0 X X X X X 0 1 0 0 0 0 0 0 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 436431 0 0 0 19690 0 14871 0 12542 0 483534 0 0 0 PAUL J EUSTIS ARTISTIC DIRECTOR 806826 0 0 0 20980 0 199566 0 23414 0 1050786 0 0 0 PATRICIA HUIE CHIEF FINANCIAL OFFICER 190151 0 0 0 1075 0 11430 0 11990 0 214646 0 0 0 THOMAS MCCANN CHIEF MARKETING OFFICER 181248 0 0 0 0 0 8034 0 9824 0 199106 0 0 0 SHANNON S THAKE-KRIEGSMANN SENIOR DIR. OF ARTISTIC PROGRAMS 181263 0 0 0 0 0 7898 0 31360 0 220521 0 0 0 LAURENCE JAHNS CHIEF ADVANCEMENT OFFICER 430453 0 8160 0 20980 0 19446 0 23529 0 502568 0 0 0 JEREMY ADAMS MANAGING DIRECTOR 188627 0 0 0 0 0 14921 0 10023 0 213571 0 0 0 RUTH STERNBERG PRODUCTION EXECUTIVE 203583 0 0 0 0 0 28863 0 20742 0 253188 0 0 0 MANDY HACKETT ASSOCIATE ARTISTIC DIR. 195188 0 0 0 0 0 13023 0 26580 0 234791 0 0 0 ALEX TONETTA ARTISTIC CONTENT CURATOR 169963 0 0 0 0 0 4731 0 11348 0 186042 0 0 0 KIERAN MCGRATH SENIOR DIRECTOR, HUMAN RESOURCES 158926 0 0 0 0 0 2665 0 20812 0 182403 0 0 0 LAURA O'CONNELL DIR. OF CAPITAL PROJECTS 155991 0 0 0 0 0 4419 0 40926 0 201336 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 TO COVER IMPUTED INCOME ON CASH ALLOWANCES PROVIDED FOR HIS CONTRACTUAL LIFE INSURANCE PREMIUM PAYMENTS. PAUL EUSTIS, PATRICK WILLINGHAM, AND LAURENCE JAHNS RECEIVED GROSS-UP PAYMENTS TO COVER IMPUTED INCOME ON CASH ALLOWANCES FOR THEIR 403B ACCOUNTS. 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 BUT NO AMOUNTS WERE PAID DURING THE 2019 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. X 41 908009 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: SIGNATURE SECURITIES HOLDS NYSF'S BROKERAGE ACCOUNT TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. FORM 990, PART III, LINE 3 WITH THE COVID 19 PANDEMIC MAKING IN-PERSON ACTIVITY PROHIBITED, NYSF PROGRAMMING WAS MOVED TO DIGITAL EXPRESSIONS IN MARCH OF 2020. FORM 990, PART VI, SECTION A, LINE 1 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 AND CHIEF FINANCIAL OFFICER) 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 2018 AND RUNS THROUGH DECEMBER 2021. 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 SENIOR DIRECTOR OF MARKETING, 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 -915,062. FORGIVENESS OF ACCRUED AND UNPAID INTEREST FROM PUBLIC THEATER PRODUCTIONS -59,908. 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 68582 52731 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 THE SHAKESPEARE SOCIETY OF AMERICA INC B 550135 AMOUNT OF GRANT TO THE SOCIETY THE SHAKESPEARE SOCIETY OF AMERICA INC Q 558730 REIMBURSEMENT FROM THE SOCIETY PUBLIC THEATER PRODUCTIONS B 452329 CONTRIBUTION OF DEBT TO CAPITAL SCHEDULE R PARTS II AND V THE SHAKESPEARE SOCIETY HAS AN AFFILIATION AGREEMENT WITH NEW YORK SHAKESPEARE FESTIVAL SUCH THAT THE TWO ORGANIZATIONS SHARE STAFF AND SPACE. NEW YORK SHAKESPEARE FESTIVAL PROCESSES ALL PAYMENTS AND PAYROLL AND SHAKESPEARE SOCIETY REIMBURSES NEW YORK SHAKESPEARE FESTIVAL FOR ALL EXPENSES RELATED TO THE SOCIETY'S OPERATIONS. AS SOLE MEMBER OF THE SHAKESPEARE SOCIETY, NEW YORK SHAKESPEARE FESTIVAL MAKES AN ANNUAL GRANT TO THE SHAKESPEARE SOCIETY TO SUPPORT THEIR CONTINUING OPERATIONS.