2013-08-15T15:34:00-05:00 2012-09-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2011-10-01 636183677 ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 JAMES K LOWDER 3342715300 2013-08-15 1 MARTY LEE P00187599 3348347660 2013-08-15 2011 2016-02-25 16:41:14Z JAMES K LOWDER ONE FESTIVAL DRIVE MONTGOMERY AL 36117 3836145 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 41843 33724 0 0 72582 577696 0 0 114425 611420 1147250 1154726 0 0 0 0 0 0 36302 789667 783774 1936917 1938500 -1822492 -1327080 56477135 56697399 350000 750000 56127135 55947399 NONE 0 0 1699249 1154726 TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. 1699249 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 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 M TAYLOR DAWSON 1.00 X X 0 0 0 JAMES K LOWDER 1.00 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 YOUNG J BOOZER III 1.00 X 0 0 0 0 0 0 0 0 0 0 0 33724 20150 33724 237961 237961 3564460 3224725 339735 339735 339735 611420 0 0 577696 1154726 1154726 57743 57743 726031 544523 145206 36302 1938500 1699249 202949 36302 169999 208133 47854204 2774727 45805509 45079477 10443230 11349555 58397 60234 56477135 56697399 350000 750000 350000 750000 X 46889609 46034830 41959 717002 9195567 9195567 56127135 55947399 56477135 56697399 X -1327080 1147344 X X 0 1 1 X 0 X X X 0 0 0 ALABAMA SHAKESPEARE FESTIVAL 630652734 9 1 1 1 1154726 1 1154726 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1079037 1050383 57849 11571142 14263175 37269 -35223 2745403 11519818 0.14680 0.85320 0 0 9520000 9520000 38334204 2774727 35559477 45079477 0 ALABAMA SHAKESPEARE FESTIVAL INC ONE FESTIVAL DRIVE MONTGOMERY AL 36117 630652734 501(C)(3) 1154726 GENERAL SUPPORT PAYMENTS FOR THEATRE OPERATIONS 1 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,147,344. PART XII, LINCE 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0