2025-08-11T08:31:51-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-01-01 336125358 OLD GLOBE ENDOWMENT TRUST XXX-XX-XXXX OLDG 6192311941 PO BOX 122171 SAN DIEGO CA 92112 MICHELLE L YEAGER DIRECTOR OF FINANCE 6192311941 2025-08-06 1 0 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z PAMELA A FARR PO BOX 122171 SAN DIEGO CA 92112 10017692 0 X N/A X 1992 CA TO HOLD DONATIONS TO THE OLD GLOBE THEATRE, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND TO PAY INCOME THEREFROM FOR THE BENEFIT OF THE THEATRE. 2 2 0 11 0 0 1013595 765186 0 0 1227060 2154508 0 0 2240655 2919694 2191030 2347667 0 0 0 0 0 0 0 252362 275653 2443392 2623320 -202737 296374 55528209 60439032 0 0 55528209 60439032 TO HOLD DONATIONS TO OLD GLOBE THEATRE, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND TO PAY INCOME THEREFROM FOR THE BENEFIT OF THE THEATRE. 0 0 2347667 2347667 PROGRAM SERVICE EXPENSES RELATED TO HOLDING DONATIONS FOR 501(C)(3) SUPPORTED ORGANIZATION, OLD GLOBE THEATRE. 2347667 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MICHELLE YEAGER 6192311941 1363 OLD GLOBE WAY SAN DIEGO CA 92101 X PAMELA A FARR TRUSTEE INVESTMENT COMMITTEE CHAIR 1.00 8.00 X X 0 0 0 MARK DELFINO TRUSTEE INVESTMENT COMMITTEE VICE CHAIR 1.00 4.00 X X 0 0 0 0 0 0 0 0 0 0 GOLDMAN SACHS & CO LLC 10100 SANTA MONICA BLVD STE 2600 LOS ANGELES CA 90067 INVESTMENT MANAGEMENT 275653 1 663261 101925 765186 1172470 1172470 8080036 7097998 982038 982038 982038 2919694 0 0 2154508 2347667 2347667 275653 275653 2623320 2347667 275653 0 48094 19394 7025698 7127623 48454417 53292015 55528209 60439032 0 0 X 37227361 40553980 18300848 19885052 55528209 60439032 55528209 60439032 296374 4614449 0 X 0 1 X 1 0 X X 1 OLD GLOBE THEATRE 951543396 10 1 2347667 0 1 2347667 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55528209 765186 6768957 2347667 275653 60439032 50534896 1013595 6423110 2191030 252362 55528209 56533411 561154 -5464733 857418 237518 50534896 50142026 830485 5988768 207491 220377 56533411 45236202 755879 4567314 281106 136263 50142026 0.67099 0.25259 0.07642 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OLD GLOBE THEATRE. PART X, LINE 2: THE OLD GLOBE AND THE TRUST ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE OLD GLOBE MAY BE SUBJECT TO FEDERAL OR STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2024 AND 2023, NO PROVISION FOR SUCH TAXES IS REQUIRED. THE OLD GLOBE HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 AND 2023. THE OLD GLOBE AND THE TRUST FILE EXEMPT ORGANIZATION RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. 1 OLD GLOBE THEATRE PO BOX 122171 SAN DIEGO CA 92112 951543396 501(C)(3) 2347667 0 GENERAL OPERATING 1 0 PART I, LINE 2: GRANTS ARE APPROVED BY THE TRUSTEES OF ORGANIZATION AND ARE PAID ONLY TO THE OLD GLOBE THEATRE, WHICH IS THE SUPPORTED ORGANIZATION OF THE OLD GLOBE ENDOWMENT TRUST. FUNDS ARE CONTRIBUTED TO SUPPORT GENERAL OPERATING EXPENDITURES. THE USE OF THE FUNDS ARE MONITORED BY THE ORGANIZATION AND THE OLD GLOBE THEATRE REPORTS BACK TO THE ORGANIZATION'S TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B DIRECTOR OF FINANCE OF THE OLD GLOBE THEATRE (CORPORATE OFFICER) AND TAX PREPARER COMPLETE 990, WHICH IS REVIEWED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE INVESTMENT COMMITTEE LEVEL. EACH MEMBER OF THE INVESTMENT COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. IF A CONFLICT OF INTEREST ARISES, SUCH TRUSTEE SHALL NOT VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE YEAR ENDING DECEMBER 31, 2024. FORM 990, PART VI, SECTION B, LINE 15 THE ENDOWMENT HAS NO EMPLOYEES AND ALL WORK IS DONE BY THE OLD GLOBE THEATRE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OLD GLOBE THEATRE PO BOX 122171 SAN DIEGO CA 92112 951543396 THEATRE CA 501(C)(3) 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 OLD GLOBE THEATRE B 2347667 CASH OLD GLOBE THEATRE C 663261 CASH