2012-08-15T14:30:21-05:00 2011-09-30 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2010-10-01 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MICHAEL VIGILANT 3342715300 2012-08-15 1 MARTY LEE 3348347660 2012-08-15 2010 2016-02-24 21:20:13Z MICHAEL VIGILANT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 7781483 0 X WWW.ASF.NET X 1991 AL TO STIMULATE, EMBRACE AND ENLIGHTEN YOUNG AND OLD THROUGHOUT THE REGION AND NATION BY PERFORMING SHAKESPEARE, CLASSICAL AND CONTEMPORARY PLAYS, SERVING AS AN EDUCATIONAL RESOURCE AND LIFELONG LEARNING CENTER AND FOSTERING THE DEVELOPMENT OF NEW WORK. 53 52 225 25 0 0 3095068 5320690 1873294 1879705 1005 401 250879 -179146 5220246 7021650 0 0 0 0 3979943 4315492 2467 0 421610 2231035 2881018 6213445 7196510 -993199 -174860 3167580 3032532 1366368 1123399 1801212 1909133 THE ORGANIZATION IS A REGIONAL THEATER DEDICATED TO PROVIDING BOTH CLASSICAL AND CONTEMPORARY ARTISTIC WORKS, HEIGHTENING PUBLIC AWARENESS OF ARTISTIC ENDEAVORS AND PROMOTING AND CONTRIBUTING TO THE EDUCATIONAL RESOURCES AVAILABLE IN THESE AREAS. 0 0 5864698 2049277 ALABAMA SHAKESPEARE FESTIVAL OFFERED 10 PRODUCTIONS WITH OVER 346 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2011. IN ADDITION TO THE RESIDENT PRODUCTIONS, THE FESTIVAL CONTINUED TO OFFER A HOST OF PROGRAMS FOR EDUCATORS AS WELL AS THEATRE ENTHUSIASTS OF ALL AGES. THE FESTIVAL SPONSORED READINGS,PRODUCTIONS AND WORKSHOPS THROUGH THE SOUTHERN WRITERS' PROJECT FESTIVAL OF NEW PLAYS. A VARIETY OF EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR WERE OFFERED FOR ADULTS AND CHILDREN INCLUDING THEATRE IN THE MIND PROGRAMS, TEACHER SEMINARS, SCHOOLFEST PERFORMANCES,CAMP SHAKESPEARE, AND THE ASF ACADEMY. 5864698 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 100 0 225 1 0 0 0 0 0 1 1 0 0 0 0 X 53 52 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DEREK SCOTT 3342715323 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MR JAMES K LOWDER 1.00 X X 0 0 0 DR LAURIE JEAN WEIL 1.00 X X 0 0 0 THE HON CHARLES PRICE 1.00 X X 0 0 0 DR EUGENE STANALAND 1.00 X X 0 0 0 MR JAKE ARONOV 1.00 X 0 0 0 MRS CAROL BALLARD 1.00 X 0 0 0 MR JERE BEASLEY 1.00 X 0 0 0 MR THOMAS BLOUNT 1.00 X 0 0 0 MR YOUNG J BOOZER III 1.00 X 0 0 0 MR GENE CRANE 1.00 X 0 0 0 MRS EDITH JOHNSTON CROOK 1.00 X 0 0 0 MR ELTON DEAN 1.00 X 0 0 0 MR BRUCE CRAWFORD 1.00 X 0 0 0 MRS JULIETTE DOSTER 1.00 X 0 0 0 MR C LEE ELLIS 1.00 X 0 0 0 MR PAUL FIELDS 1.00 X 0 0 0 MR HARRY GAMBLE 1.00 X 0 0 0 MR BARRIE HARMON III 1.00 X 0 0 0 MR WYATT RUSHTON HASKELL 1.00 X 0 0 0 MS GAYNELL HENDRICKS 1.00 X 0 0 0 MR JOHN HORNSBY 1.00 X 0 0 0 MR BILLY LIVINGS 1.00 X 0 0 0 DR GAETON LORINO 1.00 X 0 0 0 MR GORDON G MARTIN 1.00 X 0 0 0 MR JODY MCINNES 1.00 X 0 0 0 MR ROBERT C MCMILLAN 1.00 X 0 0 0 THE HON VANZETTA MCPHERSON 1.00 X 0 0 0 MRS PEGGY M MUSSAFER 1.00 X 0 0 0 MR RICHARD E NEAL 1.00 X 0 0 0 DR DAVID NEELAND 1.00 X 0 0 0 MRS KAY BLOUNT 1.00 X 0 0 0 LT GEN ALLEN G PECK 1.00 X 0 0 0 MR B STEPHEN SCHLOSS 1.00 X 0 0 0 MR COLIN GASTON 1.00 X 0 0 0 MR BILL SLAWSON 1.00 X 0 0 0 MR CHARLES A STAKELY 1.00 X 0 0 0 MR GREG TANKERSLEY 1.00 X 0 0 0 DR RICHARD WALKER 1.00 X 0 0 0 MRS LISA BLACH WEIL 1.00 X 0 0 0 MR EDWARD V WELCH 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR 1.00 X 0 0 0 MR WILLIAM J CANARY 1.00 X 0 0 0 MRS LAURA M CLARK 1.00 X 0 0 0 MR BUCKY HENSON 1.00 X 0 0 0 MR JODIE E HUGHES 1.00 X 0 0 0 MR PETER L LOWE SR 1.00 X 0 0 0 MR KERRY MALLORY 1.00 X 0 0 0 MR SID MCANNALLY 1.00 X 0 0 0 MRS WINSTON WILSON REESE 1.00 X 0 0 0 MR LEE SENTELL 1.00 X 0 0 0 MAYOR TODD STRANGE 1.00 X 0 0 0 MR GALEN J THACKSTON 1.00 X 0 0 0 MR NEILL S WRIGHT 1.00 X 0 0 0 MICHAEL VIGILANT 40.00 X 110604 0 11251 GEOFFREY SHERMAN 40.00 X 153918 0 11281 EVE LOEB 40.00 X 105638 0 558 370160 0 23090 3 0 1 0 0 852247 1147250 796700 2524493 371358 5320690 TICKET SALES 711110 1430153 1430153 SCHOOLFEST INCOME 711110 391106 391106 EDUCATIONAL PROGRAMS 711110 58446 58446 1879705 401 401 18785 18785 18785 18785 309013 852247 712814 -403801 -403801 97724 47019 50705 50705 PRESERVATION FEE 711110 118867 118867 OTHER INCOME 900099 34898 34898 ROYALTY 711110 1400 1400 155165 7021650 2049277 0 -348317 265082 213626 30798 20658 3190453 2568209 358757 263487 524382 429896 76770 17716 335575 268460 40269 26846 50000 50000 19899 19899 329296 293845 35451 168030 57466 100129 10435 422974 317230 84595 21149 138227 136511 1009 707 2917 2917 118769 83138 23754 11877 95858 76686 14379 4793 RENTAL EXPENSE 521938 510796 7428 3714 SCRIPTS AND ROYALTY EXP 317398 317398 THEATER PRODUCTION EXPE 256253 256253 PRINTING AND POSTAGE 163399 119076 41811 2512 EDUCATIONAL EXPENSE 66011 66011 210049 150097 57687 2265 7196510 5864698 910202 421610 1130312 1149768 892147 666638 108272 111713 354345 299959 3383938 2579484 682504 804454 3167580 3032532 447783 577976 918585 545423 1366368 1123399 X 1083041 1709024 718171 200109 1801212 1909133 3167580 3032532 X -174860 282781 X X 0 1 1 X 0 X 5866691 5725193 6231644 3095068 5415113 26333709 3394009 3321612 2841158 1948690 1977429 13482898 9260700 9046805 9072802 5043758 7392542 39816607 2988851 730872 813092 667248 961355 6161418 0 2988851 730872 813092 667248 961355 6161418 33655189 18969 18195 8674 25866 19186 90890 18969 18195 8674 25866 19186 90890 1006 2645 59661 -437511 -374199 100236 395860 283628 149929 155166 1084819 9380911 9463505 9365104 5279214 7129383 40618117 0.82860 0.62480 0.00220 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1021188 1050383 11571142 14263175 37269 -35223 2745403 11519818 0.13440 0.86560 0 1 1 1975766 1322494 653272 1408172 1256990 151182 804454 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE FESTIVALS 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 2008 X AUCTION 104320 104320 219055 25TH ANNIVERSARY GALA 849672 755922 93750 350947 207268 96325 110943 142812 1161260 852247 309013 712814 712814 -403801 X 0 0 0 0 0 0 0 0 0 GEOFFREY SHERMAN 153918 0 0 0 0 0 0 0 11281 0 165199 0 0 0 BARRIE HARMON III MR. HARMON IS A BOARD MEMBER 95858 HARMON, DENNIS & BRADSHAW PROVIDE THE GENERAL LIABILITY INSURANCE COVERAGE 0 X 10 114925 COST OF DONATED PROPERTY X 500 COST OF DONATED PROPERTY X 8512 COST OF DONATED PROPERTY X 7 66691 FMV X AUCTION ITEMS 192 180730 COST OF DONATED PROPERTY 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LISA WEIL AND LAURIE WEIL ARE SISTERS-IN-LAW. FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER, WHO IS RESPONSIBLE FOR SUPPLYING THE REQUIRED INFORMATION TO THE TAX PREPARER, AND THE CHIEF OPERATING OFFICER REVIEW THE RETURN PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 15: THE PRODUCING ARTISTIC DIRECTOR NEGOTIATES HIS CONTRACT WITH THE CHAIRMAN OF THE BOARD OF ASF. THE CHIEF OPERATING OFFICER NEGOTIATES HIS CONTRACT WITH THE PRODUCING ARTISTIC DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ALABAMA SHAKESPEARE FESTIVAL DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 282,781. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TRUST ONE FESTIVAL DRIVE MONTGOMERY AL 36117 636183677 SUPPORT OF ALABAMA SHAKESPEARE FESTIVAL, INC. AL 501(C)(3) 11, TYPE III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0