2017-08-03T07:58:09-05:00 2016-09-30 631035228 Jackson Thornton & Co PC PO Box 96 Montgomery AL 361010096 990 2015-10-01 636183677 Alabama Shakespeare Festival Endowment Trust ALAB 3342715300 One Festival Drive Montgomery AL 36117 James K Lowder Trustee 3342715300 2017-07-27 1 Marty A Lee P00187599 3348347660 2017-07-27 2015 2021-01-29 14:40:06Z James K Lowder One Festival Drive Montgomery AL 36117 6857194 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. 6 6 0 6 0 0 7300 83526 0 0 976246 251533 0 0 983546 335059 1087363 655227 0 0 0 0 0 0 36618 783568 810514 1870931 1465741 -887385 -1130682 53371617 53289826 1500000 2019732 51871617 51270094 None 0 0 1204493 655227 TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. 1204493 1 0 0 0 0 0 0 0 0 1 1 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 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DAVID ROBERSON 3342715325 One Festival Drive Montgomery AL 36117 X Dr LAURIE JEAN WEIL TRUSTEE - CHAIRMAN 1.00 X X 0 0 0 C Lee Ellis TRUSTEE 1.00 X 0 0 0 James K Lowder TRUSTEE 1.00 X 0 0 0 JAMES M SCOTT TRUSTEE 1.00 X 0 0 0 CHARLES A STAKELY TRUSTEE 1.00 X 0 0 0 Eugene Stanaland trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 0 80058 3468 83526 498544 498544 6275124 6522135 -247011 -247011 -247011 335059 0 0 251533 655227 655227 59501 59501 18659 18659 732354 549266 146470 36618 1465741 1204493 224630 36618 433982 495079 300000 300000 48169628 5582279 42754279 42587349 9820809 9844851 62547 62547 53371617 53289826 1500000 2019732 1500000 2019732 X 45564320 44930444 111730 144083 6195567 6195567 51871617 51270094 53371617 53289826 -1130682 529159 0 X X 0 1 X 1 0 X X 1 ALABAMA SHAKESPEARE FESTIVAL 630652734 9 1 655227 0 1 655227 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. 10618572 3468 779458 655227 59501 10686770 12267530 7300 -503546 1087363 65349 10618572 12204491 3476 1138919 1021486 57870 12267530 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 0.40680 0.57970 0.01350 0 0 9520000 9520000 38649628 5582279 33067349 42587349 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) 655227 General support payments for theatre operations Form 990, Part VI, Section B, line 11 The Controller and the Chairman of the Board review 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 This process has not changed since the prior year. ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 THEATRE AL 501(C)(3) 9 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0