2021-08-11T13:10:27-05:00 2020-09-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2019-10-01 636183677 ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 JAMES K LOWDER TRUSTEE 3342715300 2021-08-04 1 CHRISTINE K COOK P00537690 3348347660 2021-08-04 2019 2022-09-23 18:48:47Z JAMES K LOWDER ONE FESTIVAL DRIVE MONTGOMERY AL 36117 3887390 0 X WWW.ASF.NET X 1993 AL THE ENDOWMENT TRUST IS CREATED EXCLUSIVELY FOR THE CHARITABLE, LITERARY, AND EDUCATIONAL PURPOSES OF THE ALABAMA SHAKESPEARE FESTIVAL, INC., A NON-PROFIT ORGANIZATION. 5 5 0 5 0 0 2198022 1371455 0 0 353014 540572 0 0 2551036 1912027 626706 334064 0 0 0 0 0 0 38222 852118 853052 1478824 1187116 1072212 724911 54781211 55462871 4464203 4073591 50317008 51389280 NONE 0 0 907396 334064 TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. 907396 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X LAURA O'DONAHUE 3342715325 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 X ROBERT BIRMINHAM TRUSTEE 1.00 X 0 0 0 DAN HARRIS TRUSTEE 1.00 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 1.00 X 0 0 0 EUGENE STANALAND TRUSTEE 1.00 X 0 0 0 JAMES K LOWDER TRUSTEE - CHAIRMAN 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 1371455 49898 1371455 262032 262032 2253903 1975363 278540 278540 278540 1912027 0 0 540572 334064 334064 70713 70713 17796 17796 764442 573332 152888 38222 BAD DEBT 101 101 1187116 907396 241498 38222 727876 553595 2122813 2988640 48610465 8625380 40749527 39985085 11128743 11890213 52252 45338 54781211 55462871 1787116 1548129 2677087 2525462 4464203 4073591 X 41768353 43893943 8548655 7495337 50317008 51389280 54781211 55462871 724911 347361 0 X X 0 1 X 1 0 X X 1 ALABAMA SHAKESPEARE FESTIVAL 630652734 10 1 334064 0 1 334064 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION D, LINE 3B PERIODICALLY, THE TRUST PROVIDES THE SUPPORTED ORGANIZATION WITH FINANCIAL INFORMATION INCLUDING THE AMOUNT AVAILABLE FOR DISTRIBUTION, AND AN INVENTORY OF SECURITIES, INVESTMENTS, CASH HOLDINGS, AND ALL OTHER ASSETS OF THE TRUST. THE EXECUTIVE DIRECTOR OF THE SUPPORTED ORGANIZATION ATTENDS THE TRUST BOARD MEETINGS AND FIVE OUT OF SIX OF THE TRUST'S BOARD MEMBERS ALSO SERVE ON THE BOARD OF THE SUPPORTED ORGANIZATION. THESE INDIVIDUALS VOICE ANY COMMENTS AND SUGGESTIONS OF THE SUPPORTED ORGANIZATION'S BOARD WITH REGARD TO INVESTMENT STRATEGIES AND THE USE OF THE TRUST'S INCOME AND ASSETS. SCHEDULE A, SECTION E, LINE 2A THE TRUST'S SUPPORTED ORGANIZATION IS THE ALABAMA SHAKESPEARE FESTIVAL, A 501(C)(3) ORGANIZATION, WHOSE EXEMPT PURPOSE INCLUDES PRODIVING CLASSICAL AND CONTEMPORARY ARTISTIC WORKS. SEE THE COMMENTARY FOR SCHEDULE A, SECTION D, LINE 3B REGARDING THE RESPONSIVENESS OF THE SUPPORTED ORGANIZATION. SUBSTANTIALLY ALL OF THE TRUST'S ACTITIVIES CONSIST OF HOLDING TITLE TO THE BUILDING AND LAND WHICH THE SUPPORTED ORGANIZATION USES FREE OF CHARGE TO FURTHER THE EXEMPT PURPOSE MENTIONED. SCHEDULE A, SECTION E, LINE 2B BUT FOR THE ACTIVITIES OF THE TRUST, THE SUPPORTED ORGANIZATION WOULD BE REQUIRED TO HOLD TITLE TO THE EXEMPT-USE PROPERTY THAT IT USES IN ITS EXEMPT PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11350468 1371455 887934 590847 70713 12948297 9811783 2198022 77152 736489 11350468 10421810 92072 838840 1467065 73874 9811783 10686770 34043 1101033 1334036 66000 10421810 10618572 3468 779458 655227 59501 10686770 0.42110 0.57890 0 0 9520000 9520000 39090465 8625380 30465085 39985085 DUE TO THE FESTIVAL 2525462 2525462 X 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. 0 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 501(C)(3) 334064 GENERAL SUPPORT PAYMENTS FOR THEATRE OPERATIONS 1 0 X 1 49898 TRADING VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN OF THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST DOES NOT PAY COMPENSATION, THEREFORE A POLICY IS NOT APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 THEATRE AL 501(C)(3) LINE 11 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0