2014-08-15T12:30:08-05:00 2013-09-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2012-10-01 636183677 ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 JAMES K LOWDER 3342715300 2014-08-14 1 MARTY LEE P00187599 3348347660 2014-08-14 2012 2015-11-30 17:44:51Z JAMES K LOWDER ONE FESTIVAL DRIVE MONTGOMERY AL 36117 3498678 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 33724 175242 0 0 577696 583581 0 0 611420 758823 1154726 1024177 0 0 0 0 0 0 36302 783774 783226 1938500 1807403 -1327080 -1048580 56697399 56557938 750000 1200000 55947399 55357938 NONE 0 0 1568700 1024177 TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. 1568700 1 1 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 1 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 DEREK SCOTT 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 X JAMES K LOWDER 1.00 X X 0 0 0 JAMES M SCOTT 1.00 X 0 0 0 CHARLES A STAKELY 1.00 X 0 0 0 DR LAURIE JEAN WEIL 1.00 X 0 0 0 GENE STANALAND 1.00 X 0 0 0 C LEE ELLIS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 175242 164481 175242 230588 230588 3092848 2739855 352993 352993 352993 758823 0 0 583581 1024177 1024177 57195 57195 726031 544523 145206 36302 1807403 1568700 202401 36302 208133 157113 47854204 3500758 45079477 44353446 11349555 11985753 60234 61626 56697399 56557938 750000 1200000 750000 1200000 X 46034830 45186563 717002 975808 9195567 9195567 55947399 55357938 56697399 56557938 -1048580 459119 0 X X 0 1 X 1 0 X X X 0 0 0 ALABAMA SHAKESPEARE FESTIVAL 630652734 9 1 1 1 1024177 1 1024177 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1079037 1050383 57849 11571142 14263175 37269 -35223 2745403 11519818 0.16660 0.83340 0 0 9520000 9520000 38334204 3500758 34833446 44353446 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. WITH FEW EXCEPTIONS, THE FESTIVAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2010. 0 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 501(C)(3) 1024177 GENERAL SUPPORT PAYMENTS FOR THEATRE OPERATIONS X 7 140228 SECURITIES EXCHANGE X MUNICIPAL BOND 1 24253 SELLING PRICE OF DONATED PROPERTY 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER AND THE CHAIRMAN OF THE BOARD REVIEW THE FORM 990 PRIOR TO FILING. 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 FOR SELECTION AND OVERSIGHT HAS NOT CHANGED FROM THE PREVIOUS YEAR. ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 THEATRE AL 501(C)(3) 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0