2024-06-25T16:42:42-05:00 2023-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-09-01 131844852 NEW YORK SHAKESPEARE FESTIVAL NEWY 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 MURRAY ABELES CHIEF FINANCIAL OFFICER 2125398500 2024-06-25 1 MURRAY ABELES XXX-XX-XXXX 0 MICHAEL WALLACE P00881958 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE PUBLIC THEATER JOE'S PUB PATRICK WILLINGHAM 425 LAFAYETTE STREET NEW YORK NY 10003 67276806 0 X WWW.PUBLICTHEATER.ORG X 1954 NY THROUGH THE PUBLIC THEATER, SHAKESPEARE IN THE PARK AND JOE'S PUB, NYSF IS DEDICATED TO DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE. 45 43 1374 41 5368 3931 43288819 29187998 8492625 7285169 967212 1318401 17795340 12617884 70543996 50409452 486359 568377 0 0 36506887 36722767 747769 998817 7467987 25674188 23405141 63415203 61695102 7128793 -11285650 136486072 147706234 11324703 30595941 125161369 117110293 X AS THE NATION'S FOREMOST PRODUCER OF SHAKESPEARE AND NEW WORK, THE PUBLIC THEATER IS DEDICATED TO ACHIEVING ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS. 0 0 21265258 4655253 DOWNTOWN SEASONTHE PUBLIC THEATER'S MAINSTAGE SEASON AT 425 LAFAYETTE STREET FEATURES A DIVERSE LINE-UP OF NEW PLAYS AND MUSICALS, AS WELL AS SHAKESPEARE AND OTHER CLASSICS, IN FIVE THEATERS. THE DOWNTOWN PROGRAMMING AIMS TO PRESENT THE MOST PRESSING ISSUES OF THE TIME, AS TOLD BY THE FIELD'S MOST CUTTING-EDGE VOICES, TO THE BROADEST POSSIBLE AUDIENCE.THE 2022-23 SEASON CONTINUED THE PUBLIC THEATER'S TRADITION OF PRESENTING INNOVATIVE WORK WITH FIVE WORLD PREMIERES PRODUCTIONS: SUZAN-LORI PARKS' PLAYS FOR THE PLAGUE YEAR; SUZAN-LORI PARKS AND TREVOR RHONE'S THE HARDER THEY COME; RYAN J. HADDAD'S DARD DISABLED STORIES; AND ERIKA DICKERSON-DESPENZA'S SHADOW/LAND. NEW YORK PREMIERE PRODUCTIONS INCLUDED: BALDWIN AND BUCKLEY AT CAMBRIDGE, CONCEIVED BY GREIG SARGEANT WITH ELEVATOR REPAIR SERVICE; AND MADELINE SAYET'S WHERE WE BELONG. IN ADDITION TO THE ABOVE WORLD AND NEW YORK PREMIER PRODUCTIONS, THE PUBLIC THEATER ADDITIONALLY PRESENTED LARRAINE HANSBERRY'S A RAISIN IN THE SUN AS WELL AS THE WORK OF INTERNATIONAL ARTISTS WITH THE 19TH ITERATION OF THE UNDER THE RADAR FESTIVAL PROVIDING A PLATFORM FOR GLOBAL ARTISTS TO DEVELOP THEIR WORKS, BUILD RELATIONSHIPS, AND EXPLORE TOURING OPPORTUNITIES. 10407952 FREE SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER IN CENTRAL PARK EMBODIES THE PUBLIC THEATER'S MISSION TO OFFER THE HIGHEST QUALITY WORK TO EVERYONE, FREE OF CHARGE. SINCE ITS INCEPTION, OVER 6 MILLION PEOPLE HAVE ENJOYED PERFORMANCES BY EMERGING AND WORLD-RENOWNED ARTISTS. CONTINUING A LONG-HELD TRADITION, ALL TICKETS FOR SHAKESPEARE IN THE PARK ARE OFFERED FREE OF CHARGE THROUGH A VARIETY OF DISTRIBUTION METHODS IN ALL FIVE BOROUGHS DESIGNED TO MAXIMIZE ACCESSIBILITY. FOR PATRONS WITH HEARING AND VISION IMPAIRMENTS, THE PUBLIC THEATER OFFERS A SIGN-INTERPRETED, OPEN-CAPTIONED, AND AUDIO-DESCRIBED PERFORMANCE FOR EACH PRODUCTION. THE 2023 SEASON CONTINUED THIS TRADITION OF PRESENTING FREE SHAKESPEARE IN THE PARK WITH TWO PRODUCTIONS: HAMLET, STARRING ATO BLANKSON-WOOD AND DIRECTED BY TONY AWARD WINNING DIRECTOR KENNY LEON, AND A MUSICAL ADAPTATION OF THE TEMPSET FROM OUR PUBLIC WORKS PROGRAM, FEATURING 75 COMMUNITY MEMBERS ONSTAGE FOR EVERY PERFORMANCE. 6446935 2604670 JOE'S PUBFOUNDED IN 1998, JOE'S PUB IS COMMITTED TO REFLECTING THE DIVERSE COMMUNITY THAT IT REPRESENTS IN ITS AUDIENCES AND ON ITS STAGE BY PROGRAMMING A WIDE RANGE OF EXCEPTIONAL PERFORMANCES FROM ARTISTS ACROSS THE FIELDS OF MUSIC, FILM, AND DANCE, WHILE KEEPING TICKET PRICES AT A MINIMUM. IN AN AVERAGE SEASON, JOE'S PUB PRESENTS APPROXIMATELY 700 SHOWS FOR OVER 100,000 AUDIENCE MEMBERS. SINCE ITS OPENING, JOE'S PUB HAS PRESENTED OVER 8,000 PERFORMANCES FROM AN ECLECTIC ROSTER THAT INCLUDES TOP PERFORMERS FROM BROADWAY, CABARET, DANCE, WORLD, SINGER-SONGWRITER, JAZZ, COUNTRY AND INDIE GENRES, TODAY'S RISING STARS, AND GRAMMY AWARD-WINNERS.THE 2022-23 JOE'S PUB SEASON FEATURED NIGHTLY PROGRAMMING WITH A MIX OF NEW AND FAMILIAR FACES SUCH AS JUSTIN VIVIAN BOND, BRIDGET EVERETT, TOSHI REAGON, SHAINA TAUB, JAKE BLOUNT, LEE JIN AH, AND EVA NOBLEZADA. IN OCTOBER 2022, JOE'S PUB HOSTED THE SECOND ANNUAL EDITION OF HABIBI FESTIVAL, A WEEK-LONG CELEBRATION OF GROUNDBREAKING ARTISTS FROM THROUGHOUT THE MIDDLE EAST/NORTH AFRICAN REGIONS. JOE'S PUB ALSO PRESENTED A FREE OUTDOOR EVENT AT THE ASTOR PLACE PLAZA IN PARTNERSHIP WITH VILLAGE ALLIANCE CALLED "THE COMMUNITY COOKOUT & THE SOAPBOX PRESENTS: FOR THE PEOPLE" WITH PERFORMANCES BY ENDEA OWENS & THE COOKOUT, YAHZARAH, GREG BANKS, AND MORE. 9396907 568377 349408 MOBILE UNITTHE MOBILE UNIT REACHES ACROSS ECONOMIC AND GEOGRAPHIC BARRIERS TO THE ARTS BY STAGING FREE PROFESSIONAL THEATER PRODUCTIONS AND PROGRAMS IN LOCAL NEIGHBORHOOD VENUES WHERE PEOPLE WITH SEVERELY LIMITED ACCESS TO THE ARTS ARE CONGREGATED. THE MOBILE UNIT FOCUSES ON TOURING PRODUCTIONS TO PRISONS, HALFWAY HOUSES, COMMUNITY CENTERS AND OTHER PLACES WHERE THE MOST CRITICALLY UNDER-SERVED AND OVERLOOKED PARTS OF THE POPULATION ARE CONGREGATED. THESE PRODUCTIONS ARE THEN PRESENTED AS PART OF THE DOWNTOWN SEASON AT 425 LAFAYETTE STREET. OVER THE YEARS, THE MOBILE UNIT HAS SERVED THOUSANDS OF AUDIENCES WITH CRITICALLY ACCLAIMED PRODUCTIONS. FOLLOWING A 2022 TOURING SEASON TRUNCATED BY THE ONGOING EFFECTS OF THE COVID-19 PANDEMIC, THE MOBILE UNIT WELCOMED BACK ARTISTS AND AUDIENCES FOR IN-PERSON PERFORMANCES OF THE BILINGUAL MUSICAL ADAPTATION OF THE COMEDY OF ERRORS, WITH PERFORMANCES IN ALL FIVE BOROUGHS AND AT 425 LAFAYETTE STREET. PUBLIC WORKSPUBLIC WORKS PARTNERS WITH COMMUNITY ORGANIZATIONS FROM ALL OVER THE CITY CREATING BESPOKE CREATIVE PROGRAMMING THAT MEETS THE NEEDS OF THESE INDIVIDUAL ORGANIZATIONS THAT UNLEASH THE TRANSFORMATIVE POWER OF THEATER. OVER THE LAST TWELVE YEARS, PUBLIC WORKS HAS LED WORKSHOPS AT PARTNER SITES ALL OVER THE CITY, GATHERED TO EXPERIENCE LIVE THEATER, HELD MONTHLY COMMUNAL POTLUCKS, AND FORMED DEEP AND REAL LONGITUDINAL PARTNERSHIPS. WITH THE 2022-23 SEASON, PUBLIC WORKS CONTINUED ITS YEAR-ROUND EFFORTS ENGAGING THE COMMUNITY THROUGH WEEKLY CLASSES, MONTHLY SOCIAL GATHERINGS, SEMI-REGULAR WORKSHOPS, AND OPPORTUNITIES TO ATTEND PUBLIC THEATER PERFORMANCES. THE PUBLIC WORKS TEAM WORKS CLOSELY WITH EIGHT COMMUNITY PARTNER ORGANIZATIONS TO OFFER THIS ANNUAL PROGRAMMING, A MAJORITY OF WHICH HAVE ENGAGED WITH THE PUBLIC FOR ALL OR MOST OF THE PROGRAM'S DECADE-LONG HISTORY: CHILDREN'S AID (MANHATTAN), THE FORTUNE SOCIETY (QUEENS), DREAMYARD (BRONX), BROWNSVILLE RECREATION CENTER (BROOKLYN), DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE), CASITA MARIA CENTER FOR ARTS AND EDUCATION (BRONX), CENTER FOR FAMILY LIFE IN SUNSET PARK (BROOKLYN), AND MILITARY RESILIENCE FOUNDATION (CITYWIDE). AS IS TRADITION, THE CLIMACTIC EXPRESSION OF PUBLIC WORKS IS A PRODUCTION OF A MUSICAL ADAPTATION OF SHAKESPEARE PERFORMED AT THE DELACORTE THEATER IN CENTRAL PARK AND FEATURING HUNDREDS OF OUR COMMUNITY MEMBERS FROM ALL FIVE BOROUGHS. AS DETAILED ABOVE, THE 2022-23 SEASON FEATURED THE TEMPEST AS PART OF THE 2023 SEASON OF FREE SHAKESPEARE IN THE PARK. IN CENTERING THIS PRODUCTION FOR A FULL RUN ON OUR LARGEST STAGE, WE SOUGHT TO ASSERT THAT COMMUNITY-BASED WORK IS ONE OF THE PUBLIC'S HIGHEST PRIORITIES, OFFERING THIS JOYOUS PRODUCTION AS A VISION FOR WHAT A CITY UNIFIED BY ARTISTICALLY EXCELLENT AND RADICALLY INCLUSIVE ART MIGHT LOOK LIKE.PUBLIC SHAKESPEARE INITIATIVETHE PUBLIC SHAKESPEARE INITIATIVE PRODUCES AND PRESENTS A MULTIDIMENSIONAL LINEUP OF PROGRAMS, FUELED BY THE BELIEF THAT SHAKESPEARE IS FOR EVERYONE. THESE INCLUDE: A SERIES OF SCHOLARLY EXPLORATION AND PERFORMANCE THROUGH PUBLIC SHAKESPEARE PRESENTS AND INTIMATE PUBLIC SHAKESPEARE TALKS; ARTIST DEVELOPMENT PROGRAMS THAT ENLIVEN EXPLORATIONS OF SHAKESPEARE WITH THE MOST VISIONARY ARTISTIC MINDS WORKING TODAY; AND THE HUNTS POINT CHILDREN'S SHAKESPEARE ENSEMBLE, A TARGETED COMMUNITY ENGAGEMENT PROGRAM IN PARTNERSHIP WITH THE HUNTS POINT ALLIANCE FOR CHILDREN.NEW WORK DEVELOPMENT & ANCILLARY PROGRAMS:EARLY CAREER WORKING GROUPS THE PUBLIC'S EARLY CAREER WORKING GROUPS PROVIDE COLLABORATIVE, EFFECTIVE MODELS FOR SUPPORTING ARTISTS AT CRITICAL STAGES OF THEIR DEVELOPMENT. THE PRIMARY GOALS OF EACH PROGRAM ARE TO BUILD MEANINGFUL PATHWAYS FOR ARTISTIC AND PROFESSIONAL ADVANCEMENT: EMERGING WRITERS GROUP (EWG). FOCUSED ON IDENTIFYING AND SUPPORTING EARLY CAREER PLAYWRIGHTS, THE EMERGING WRITER'S GROUP PROVIDES KEY RESOURCES FOR WRITERS AT EVERY STAGE OF THEIR CAREERS. THE PRIMARY GOAL OF THE EWG PROGRAM IS TO BUILD MEANINGFUL PATHWAYS FOR WRITERS' ARTISTIC AND PROFESSIONAL DEVELOPMENT. THE NEW WORK DEVELOPMENT TEAM WORKS TO CREATE A FERTILE COMMUNITY AND FOSTER A WEB OF SUPPORTIVE ARTISTIC RELATIONSHIPS ACROSS GENERATIONS. WRITERS ARE SELECTED BI-ANNUALLY AND RECEIVE A TWO-YEAR FELLOWSHIP, WHICH INCLUDES A $15,000 STIPEND. ELIGIBILITY CRITERIA ARE TAILORED TO SERVE QUALIFIED WRITERS WHO ARE SHUT OUT OF THE FIELD'S STANDARD PLAY DEVELOPMENT CHANNELS - THOSE WITHOUT PROFESSIONAL REPRESENTATION OR GRADUATE SCHOOL TRAINING. THE PLAYWRIGHTS PARTICIPATE IN A BI-WEEKLY WRITERS GROUP FEATURING MASTER CLASSES LED BY ESTABLISHED PLAYWRIGHTS, AND THEIR FELLOWSHIP CULMINATES IN AN INDUSTRY-INVITED SHOWCASE OF WORK DEVELOPED DURING THE RESIDENCY.DEVISED THEATER WORKING GROUP (DTWG). FORMED IN 2014, THE DEVISED THEATER WORKING GROUP (DTWG) IS AN ARTIST RESOURCE GROUP DESIGNED FOR MAKERS OF ALL DISCIPLINES, INCLUDING THOSE WHO DO NOT SELF-IDENTIFY AS THEATER MAKERS BUT FOR WHOM THEATRE IS A POTENT METAPHOR OR FRAMEWORK. DTWG SERVES AS A THINK TANK TO ENSURE THAT THE PUBLIC IS RESPONSIVE TO THE MOST IMMEDIATE REALITIES OF INDEPENDENT THEATER MAKING. DTWG OFFERS NEXT-GENERATION THEATER-MAKERS A SUPPORTIVE FRAMEWORK IN WHICH TO DEVELOP THEIR WORK, ENGAGE IN CONSISTENT DIALOGUE, AND BE CHALLENGED BY EACH OTHER'S AESTHETIC PRACTICE. USING THE MODEL OF THE EMERGING WRITERS GROUP, DTWG CREATES AN INFRASTRUCTURE TO SUPPORT COHORTS OF BETWEEN EIGHT AND TEN ARTISTS OR PERFORMANCE GROUPS TO MEET CONSISTENTLY THROUGHOUT THE YEAR AS THEY CREATE THEATER BY OFFERING THE DRAMATURGICAL, TECHNICAL, ARTISTIC, AND ADMINISTRATIVE RESOURCES OF THE PUBLIC. JOE'S PUB WORKING GROUP (JPWG). JOE'S PUB WORKING GROUP (JPWG) IN ORDER TO CREATE SUSTAINABLE RESOURCES FOR THE FIELD AND TO SUPPORT ARTISTS AT A CRITICAL POINT IN THEIR CAREERS, DIRECTOR OF JOE'S PUB, ALEX KNOWLTON, AND ASSOCIATE DIRECTOR OF JOE'S PUB, ISABEL KIM LEAD THE JOE'S PUB WORKING GROUP, WHICH AIMS TO ENRICH THE SUSTAINABILITY AND GROWTH OF NEW YORK-BASED EMERGING AND ESTABLISHED ARTISTS' CAREERS BY PROVIDING ADMINISTRATIVE RESOURCES, PHYSICAL SPACE AND CURATORIAL SERVICES, FURTHER CULTIVATING A COMMUNITY ATMOSPHERE WHEREIN THOSE ARTISTS CAN CREATE AND SUSTAIN NEW AND DEVELOPING WORK.NEW YORK VOICES STARTED FROM A DESIRE TO DIRECTLY ADDRESS THE CRUMBLING MUSIC INDUSTRY AND THE LACK OF ALBUM SALES, AS WELL AS TO FIND A NEW WAY TO SUPPORT ARTISTS IN A MANNER UNIQUE TO JOE'S PUB. SINCE ALBUM SALES ARE A RELIC, WE HAVE COMMITTED TO COMMISSIONING AT LEAST THREE MUSICIANS PER YEAR AND HELPING THEM TO DEVELOP NEW TOOLS FOR THEIR LIVE SHOW. AS PART OF THE PUBLIC THEATER'S LONG HISTORY OF CULTIVATING THE COUNTRY'S MOST CELEBRATED ARTISTS, THROUGH THIS COMMISSION PROGRAM JOE'S PUB SUPPORTS THE CREATION OF NEW WORKS BY CRITICALLY-ACCLAIMED MUSICIANS AND PERFORMERS. NEW YORK VOICES ENCOURAGES ARTISTS TO EXPLORE THEIR STORYTELLING, NARRATIVES AND SONGWRITING PROCESSES, AND INCLUDES A VARIETY OF DEVELOPMENTAL AND PRACTICAL RESOURCES. THE PROGRAM SUCCESSFULLY CONNECTS ARTISTS WITH THEIR CONTEMPORARIES AND SIGNIFICANTLY EXPANDS THEIR ABILITY TO REACH WIDER AUDIENCES. MANY OF THE COMMISSIONED WORKS HAVE TOURED NATIONALLY AND INTERNATIONALLY. ARTISTS-IN-RESIDENCETHE PUBLIC CONTINUED TO PROVIDE A HOME FOR ARTISTS WHOSE WORKS HAVE SET THE STANDARD FOR THE HIGHEST LEVEL OF ACHIEVEMENT IN THEATER, FURTHER SOLIDIFYING AN INFRASTRUCTURE THAT PROVIDES THESE INDIVIDUALS WITH THE TIME, RESOURCES, AND TOOLS TO CREATE WORKS FOR THE AMERICAN CANON. AS PART OF THIS, WE OFFER ARTISTS PHYSICAL WRITING SPACE ALONG WITH A FULL-TIME SALARY AND BENEFITS. THROUGHOUT THE 2022-23 SEASON, WE CONTINUED TO STEWARD MEANINGFUL ONGOING RELATIONSHIPS WITH THREE RESIDENT ARTISTS: SUZAN-LORI PARKS, SHAINA TAUB, AND ERIKA DICKERSON-DESPENZA. THE PUBLIC ALSO COLLABORATED WITH THREE ARTISTS AS PART OF CREATIVES REBUILD NEW YORK: IFE OLUJOBI, RYAN HADDAD, AND JULIAN GOLDHAGEN, AND BEGAN THE TWO-YEAR RESIDENCY OF GREG MOZGALA. 9396907 568377 349408 47517052 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 547 0 1 1374 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 45 43 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY NJ PA CA GA FL IL MA MI MN RI VA CO CT WA DC AZ DE ID IN IA MT NE SD UT VT WY X X MARK ROWAN 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 LUIS MIRANDA JR CHAIR 7.00 X X 0 0 0 PAT FILI-KRUSHEL VICE CHAIR 7.00 X X 0 0 0 KENNY LEON VICE CHAIR 7.00 X X 0 0 0 MYCHAL HARRISON TREASURER 7.00 X X 0 0 0 GORDON J DAVIS ESQ SECRETARY 7.00 X X 0 0 0 KWAME ANTHONY APPIAH BOARD MEMBER 1.00 X 0 0 0 ANDREA E BERNSTEIN BOARD MEMBER 2.00 X 0 0 0 JASON BLUM BOARD MEMBER 1.00 X 0 0 0 ZACH BUCHWALD BOARD MEMBER 2.00 X 0 0 0 MARY SCHMIDT CAMPBELL BOARD MEMBER 1.00 X 0 0 0 LEE DANIELS BOARD MEMBER 1.00 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1886428 1598040 288388 31280994 CONSTRUCTION COST REIMBURSEMENT DUE FROM THE CITY OF NEW YORK 517393 BONDS, DEPOSITS AND OTHER ASSETS 300678 CONSTRUCTION IN PROGRESS 19205247 OPERATING LEASE RIGHT-OF-USE-ASSETS 15384451 35407769 ACCRUED PENSION LIABILITY 3377332 OPERATING LEASE LIABILITIES 17621100 20998432 PART V, LINE 4: INCOME FROM THE ENDOWMENTS IS USED TO SUPPORT THE ARTISTIC AND OPERATIONAL ACTIVITIES OF THE ORGANIZATION. X X X X X X X 1 GURA ASSOCIATES LTD 505 WEST END AVENUE NEW YORK NY 10024 MAJOR GIFT CONSULTING 0 0 360000 0 CCS FUNDRAISING 527 MADISON AVE NEW YORK NY 10022 CAPITAL CAMPAIGN CONSULTANTS 0 0 460009 0 SDA TELESERVICES 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELESALES SUPPORT 0 0 178808 0 998817 NY NJ PA CA GA FL IL MA MI MN RI VA ANNUAL GALA 2983672 2704918 278754 236690 42064 2983672 2704918 278754 236690 42064 278754 0 1 DEEELLIS INC 304 QUINCY STREET APT 2B BROOKLYN NY 11216 841913169 0 10000 PASSTHROUGH GRANT THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 501(C)(3) 0 542377 GENERAL OPERATING SUPPORT FOR THE PERFORMANCE, COMMENTARY, AND EDUCATIONAL ACTIVITIES 1 PASSTHROUGH GRANT 1 10000 PART I, LINE 2: GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. ONCE APPROVED, NYSF MAINTAINS THE BUDGET AND MONITORS GRANT EXPENSES AGAINST IT. PAYMENT TO THE GRANTEE IS USUALLY IN THE FORM OF REIMBURSEMENT. GRANTEE IS REQUIRED TO SUBMIT RECEIPTS AND SUPPORTING DOCUMENTATION IN ORDER TO BE REIMBURSED. DEPENDING ON THE PROJECT, INTERIM PROGRESS REPORTS MAY BE REQUIRED. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE PROJECT. A MULTI-YEAR BUDGET HAS BEEN INCORPORATED INTO THE AFFILIATION AGREEMENT BETWEEN NYSF AND THE SHAKESPEARE SOCIETY OF AMERICA, INC. NYSF REVIEWS THE BUDGET AND EXPENSES DURING THE YEAR. INTERIM FINANCIAL REPORTS ARE REVIEWED REGULARLY. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE YEAR. PART III GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. GRANTEE REPORTS ON THE ACTIVITIES AND, IF REQUIRED, SUBMITS A FINAL REPORT AND ACCOUNTING STATEMENT AT THE END OF THE PROJECT. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 PAUL J EUSTIS ARTISTIC DIRECTOR 964345 0 0 0 24025 0 205936 0 23944 0 1218250 0 3525 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 565300 0 100000 0 20500 0 35690 0 1458 0 722948 0 0 0 KRISTINA HOGE SENIOR DIRECTOR OF DEVELOPMENT 276626 0 0 0 6865 0 13201 0 34058 0 330750 0 0 0 RUTH E STERNBERG PRODUCTION EXECUTIVE 210260 0 0 0 5828 0 24992 0 30017 0 271097 0 0 0 JEREMY ADAMS MANAGING DIRECTOR 197914 0 0 0 5391 0 27510 0 14255 0 245070 0 0 0 VALERIE SIMMONS MILLER SENIOR DIRECTOR, OPS & FACILITY 181620 0 0 0 5042 0 20467 0 17514 0 224643 0 0 0 THOMAS M MCCANN CHIEF MARKETING OFFICER 203838 0 0 0 5492 0 13951 0 10038 0 233319 0 0 0 SAHEEM ALI ARTISTIC AND RESIDENT DIRECTOR 212636 0 0 0 5218 0 15699 0 24130 0 257683 0 0 0 MANDY HACKETT ASSOCIATE ARTISTIC DIRECTOR 207108 0 0 0 5602 0 17199 0 14340 0 244249 0 0 0 SARAH ROSEN SENIOR DIRECTOR, HUMAN RESOURCES 185568 0 0 0 5115 0 11305 0 16310 0 218298 0 0 0 KRISTEN GONGORA DIRECTOR, STRATEGIC ADVANCEMENT 172222 0 0 0 4712 0 8081 0 10538 0 195553 0 0 0 ROSALIND BARBOUR ADMIN CHIEF OF STAFF 162836 0 0 0 4038 0 5977 0 21145 0 193996 0 0 0 PART I, LINE 1A THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE PERMITTED TO BOOK UPGRADED SEATING ON OVERNIGHT FLIGHTS THAT ARE SIX HOURS OR LONGER. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS FOR IMPUTED TAXES ON HIS CONTRACTUAL LIFE INSURANCE POLICY AND 403B CONTRIBUTIONS. PART I, LINE 4B PURSUANT TO HIS EMPLOYMENT AGREEMENT, PAUL J. EUSTIS PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $159,493 WAS VESTED DURING THE 2022 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. $3,525 WAS PAID DURING THE 2022 CALENDAR YEAR AND REPORTED AS REPORTABLE COMPENSATION. PURSUANT TO HIS EMPLOYMENT AGREEMENT, PATRICK WILLINGHAM PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $11,201 WAS VESTED DURING THE 2022 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. X 27 1465824 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: SIGNATURE SECURITIES AND MERRILL LYNCH WEALTH MANAGEMENT HOLD NYSF'S BROKERAGE ACCOUNTS TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, OTHER OFFICERS OF THE BOARD, THE CHAIRS OF THE AUDIT, FINANCE AND NOMINATING COMMITTEES AND SUCH ADDITIONAL TRUSTEES AS MAY BE ELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD PERMITTED BY LAW WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR CERTAIN SPECIFIC MATTERS PURSUANT TO THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE. AFTER THAT EVALUATION, THE DRAFT 990 IS CIRCULATED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE PUBLIC VERSION OF THE 990 IS THEN CIRCULATED TO THE FULL BOARD FOR COMMENTS AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THROUGHOUT THE FISCAL YEAR, BOARD MEMBERS ARE REMINDED TO DISCLOSE ANY CONFLICTS THEY MAY HAVE TO MANAGEMENT OR THE AUDIT COMMITTEE. AT THE END OF EACH FISCAL YEAR, CONFLICT OF INTEREST FORMS ARE FILLED OUT BY TRUSTEES, AND THE AUDIT COMMITTEE OR ITS CHAIR EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE MATERIAL CONFLICTS AND MAKES A RECOMMENDATION. INTERESTED BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING RELATING TO ANY CONFLICTED MATTER. HOWEVER, AS A MEMBER OF THE BOARD OR COMMITTEE, THE INTERESTED BOARD MEMBER MAY BE COUNTED IN DETERMINING THE ESTABLISHMENT OF THE QUORUM AT SUCH A MEETING. AT THIS TIME, ONLY TRUSTEES ARE REQUIRED TO DISCLOSE. A POLICY IS BEING DRAFTED TO REQUIRE THE SAME OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S CONTRACT WAS RENEWED EFFECTIVE JUNE 2018 AND RUNS THROUGH JULY 2028. THE EXECUTIVE DIRECTOR'S CONTRACT WAS RENEWED IN JANUARY 2022 AND RUNS THROUGH DECEMBER 2025. THE EXECUTIVE COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT CONSULTANT WITH COMPARATIVE DATA FROM PEER CULTURAL INSTITUTIONS IN BUDGET AND PROGRAM SIZE IN NEW YORK CITY AND ACROSS THE COUNTRY. USING THIS DATA, THE COMMITTEE DETERMINED A COMPARABLE COMPENSATION LEVEL. FOR THE KEY POSITIONS OF PRODUCTION EXECUTIVE, CHIEF ADVANCEMENT OFFICER, CHIEF FINANCIAL OFFICER, MANAGING DIRECTOR AND CHIEF MARKETING OFFICER, THE SENIOR DIRECTOR OF HUMAN RESOURCES AND/OR INDEPENDENT CONSULTANT GARNERS INFORMATION USING COMPARATIVE DATA FROM SIMILARLY-SIZED, NONPROFIT ARTS INSTITUTIONS. THE INFORMATION IS CULLED FROM FORM 990S AND FROM INDUSTRY SURVEYS. USING THIS DATA, THE EXECUTIVE DIRECTOR AND HR DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST 242,893. THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 INCREASING ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF SHAKESPEARE'S WORKS NY 501(C)(3) 509(A)(2) YES 1 PUBLIC THEATER PRODUCTIONS 425 LAFAYETTE STREET NEW YORK NY 10003 263803813 COMMERCIAL THEATER CO-PRODUCTIONS NY N/A C 101341 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THE SHAKESPEARE SOCIETY OF AMERICA INC B 542377 AMOUNT OF GRANT TO THE SOCIETY THE SHAKESPEARE SOCIETY OF AMERICA INC Q 542377 REIMBURSEMENT FROM THE SOCIETY