2019-06-06T15:37:54-05:00 2018-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2017-09-01 131844852 NEW YORK SHAKESPEARE FESTIVAL NEWY 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 PATRICIA HUIE CHIEF FINANCIAL OFFICER 2125398500 2019-05-28 1 MICHAEL WALLACE P00881958 2126972299 38.142.140.186 2019-05-28 16:54:08 ED P 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D B14330CB1EFA6BCB38C3B01E9BB5A287CF222DBC 2017 2019-02-21 02:37:17Z THE PUBLIC THEATER JOE'S PUB PATRICK WILLINGHAM 425 LAFAYETTE STREET NEW YORK NY 10003 70084111 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. 43 41 1287 65 11806 138718 26656819 34253715 13131527 11029374 851753 1280634 13372831 21564698 54012930 68128421 65535 861577 0 0 25919423 29261143 225000 518092 4674022 16824894 18141217 43034852 48782029 10978078 19346392 62271935 85134061 5472917 11491835 56799018 73642226 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. 1 0 19586283 8039397 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. FOUR PLAYS RECEIVED THEIR WORLD PREMIERE - RICHARD NELSON'S ILLYRIA; SARAH BURGESS' KINGS; AND LYNN NOTTAGE'S MLIMA'S TALE. NEW YORK PREMIERES INCLUDED OFFICE HOUR BY JULIA CHO, LUIS ALFARO'S OEDIPUS EL REY, THE LOW ROAD BY BRUCE NORRIS, AND RINNE GROFF'S FIRE IN DREAMLAND.THE FOURTEENTH UNDER THE RADAR FESTIVAL, A PLATFORM FOR US-BASED AND INTERNATIONAL DEVISED THEATER GROUPS, PRESENTED THE WORK OF 21 CONTEMPORARY THEATER COMPANIES FEATURING OVER 150 ARTISTS FROM ACROSS THE US AND AROUND THE WORLD. THE 12-DAY FESTIVAL IN JANUARY 2018 ATTRACTED AN AUDIENCE OF 4,000 PEOPLE TO 26 SHOWS AT THE PUBLIC THEATER AND ITS FIVE PARTNER VENUES. 6917584 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 MORE THAN 5 MILLION PEOPLE HAVE ENJOYED PERFORMANCES BY BOTH 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 2018 SHAKESPEARE IN THE PARK SEASON, ITS 56TH SEASON AT THE DELACORTE, PRESENTED TWO PRODUCTIONS OVER NINE WEEKS, REACHING AN AUDIENCE OVER 100,000. THE FIRST PRODUCTION WAS OTHELLO, DIRECTED BY RUBEN SANTIAGO-HUDSON, FEATURING CHUKWUDI IWUJI, COREY STOLL, AND HEATHER LIND. THE SECOND WAS AN EXPANDED AND REMOUNTED VERSION OF PUBLIC WORKS' ADAPTATION OF TWELFTH NIGHT, CO-DIRECTED BY KWAME KWEI-ARMAH AND OSKAR EUSTIS, WITH ORIGINAL MUSIC AND LYRICS BY SHAINA TAUB, AND FEATURING ATO BLANKSON-WOOD, NIKKI M. JAMES, ANDREW KOBER, AND A ROTATING CAST OF OVER 200 PUBLIC WORKS COMMUNITY PARTICIPANTS. 4378481 3008044 JOE'S PUBONE OF NEW YORK CITY'S MOST CELEBRATED VENUES FOR EMERGING AND ESTABLISHED PERFORMANCE ARTISTS, JOE'S PUB IS COMMITTED TO REFLECTING THE DIVERSE COMMUNITY THAT IT REPRESENTS IN ITS AUDIENCE AND ON ITS STAGE BY PROGRAMMING A VARIETY OF HIGH-QUALITY PERFORMANCES, WHILE KEEPING TICKET PRICES AT A MINIMUM. NAMED FOR PUBLIC THEATER FOUNDER JOE PAPP, JOE'S PUB DEBUTED IN 1998 AND PLAYS A VITAL ROLE IN THE PUBLIC THEATER'S MISSION OF SUPPORTING YOUNG ARTISTS WHILE PROVIDING ESTABLISHED ARTISTS WITH AN INTIMATE SPACE TO PERFORM AND DEVELOP NEW WORK. AS PART OF THE PUBLIC THEATER'S 2017-18 PROGRAMMING DOWNTOWN AT 425 LAFAYETTE STREET, JOE'S PUB PRESENTED TALENT FROM ALL OVER THE WORLD, HOSTING APPROXIMATELY 800 SHOWS AND SERVING OVER 100,000 AUDIENCE MEMBERS. THE DIVERSE ROSTER OF PROGRAMMING FEATURED TOP PERFORMERS FROM BROADWAY, CABARET, DANCE, WORLD, SINGER-SONGWRITER, JAZZ, COUNTRY AND INDIE GENRES. 8516601 861577 594437 COMMUNITY PROGRAMSTHE MOBILE UNIT, A CONTEMPORARY VERSION OF THE PUBLIC THEATER'S INITIAL TOURING MODEL, NOT ONLY SEEKS OUT DIVERSE AUDIENCES BUT SERVES AUDIENCES WHOSE ACCESS TO ARTS EXPERIENCES ARE SEVERELY INHIBITED BY THEIR ENVIRONMENTS. 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. IN THE FALL OF 2017, THE MOBILE UNIT EMBARKED ON A THREE-WEEK, 13-VENUE TOUR OF THE FIVE BOROUGHS, FEATURING FREE PERFORMANCES OF SHAKESPEARE'S THE WINTER'S TALE DIRECTED BY LEE SUNDAY EVANS. IN THE SPRING 2018, A SIMILAR TOUR WAS MOUNTED OF HENRY V, DIRECTED BY ROBERT O'HARA. BOTH TOURS WERE FOLLOWED BY DOWNTOWN RUNS AT THE PUBLIC THEATER THAT OFFERED ENTIRELY FREE TICKETS, WITH 20 TICKETS FOR EACH PERFORMANCE RESERVED FOR COMMUNITY ORGANIZATIONS.IN 2018, WE WERE THRILLED TO EXPAND OUR ANNUAL MOBILE UNIT ACTIVITIES TO INCLUDE ADDITIONAL TOURS OF COMMISSIONED, NON-SHAKESPEARE AND MUSIC, COMEDIC PERFORMANCE, AND SPANISH-LANGUAGE WORKS TO BE DEPLOYED ON SHORTER, MORE TARGETED TOURS REACHING 3-5 VENUES. ADDITIONALLY, WE ARE EXPLORING NEW PARTNERSHIPS WITH THE NEW YORK CITY LIBRARY SYSTEMS IN MANHATTAN, THE BRONX, QUEENS AND BROOKLYN, THE NEW YORK CITY HOUSING AUTHORITY, AND THE CITY PARKS FOUNDATION WITH THE INTENT OF BROADENING OUR PERFORMANCE VENUES TO INCLUDE PUBLIC HOUSING, LIBRARIES AND PARKS.PUBLIC WORKS PARTNERS WITH SOCIAL SERVICE ORGANIZATIONS SERVING THOSE WHO STAND TO BENEFIT MOST FROM THE TRANSFORMATIVE POWER OF THEATER. OVER THE LAST FIVE YEARS, PUBLIC WORKS HAS LED WORKSHOPS WITH ITS PARTNERS, BROUGHT THEM TO THE THEATER MANY TIMES, HELD COMMUNAL POTLUCKS, AND FORMED DEEP AND REAL RELATIONSHIPS WITH THE ORGANIZATIONS AND THEIR CLIENTS.FOR THE 2017-2018 SEASON, PUBLIC WORKS CONTINUED TO WORK WITH FORTUNE SOCIETY (QUEENS), DREAMYARD (THE BRONX), THE BROWNSVILLE RECREATION CENTER (BROOKLYN) AS CORE COMMUNITY PARTNERS, CENTER FOR FAMILY LIFE AT SUNSET PARK (QUEENS), CASITA MARIA (BRONX), AND THE MILITARY RESILIENCE PROJECT (ALL BOROUGHS). THE CHILDREN'S AID SOCIETY (MANHATTAN) AND DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE) SUSTAINED ALUMNI RELATIONSHIPS, ENGAGING IN THE PUBLIC WORKS COMMUNITY WHILE AT THE SAME TIME MAKING ROOM TO INVITE NEW PRIMARY PARTNERS TO THE TABLE. THE SEASON CULMINATED WITH A FIVE-NIGHT RUN OF THE ORIGINAL MUSICAL ADAPTATION OF AS YOU LIKE IT, ADAPTED BY LAURIE WOOLERY AND SHAINA TAUB, DIRECTED BY WOOLERY AND FEATURING MUSIC BY TAUB. THIS PRODUCTION FEATURED OVER 200 COMMUNITY PLAYERS AT THE DELACORTE THEATER.THE PUBLIC FORUM IS A VITAL NEXUS OF CREATIVITY, COMMUNITY, AND IDEAS, DEDICATED TO EMBRACING THE COMPLEXITIES OF CONTEMPORARY SOCIETY. THE PROGRAM OFFERS A SERIES OF CONVERSATIONS AND PERFORMANCES FEATURING LEADING VOICES IN POLITICS, MEDIA, AND THE ARTS, DRAWING THE BROADEST RANGE OF VOICES IN CONVERSATION ABOUT AMERICAN CULTURE. USING THEATER AS A JUMP-OFF POINT TO SHED LIGHT ON CONTEMPORARY ISSUES, PUBLIC FORUM HAS TACKLED A NUMBER OF ISSUES FROM POVERTY AND INEQUALITY, TO MUSIC AND AMERICAN IDENTITY. BEGINNING IN JANUARY 2018, PUBLIC FORUM LAUNCHES A NEW SERIES, CIVIC SALONS, OFFERING A MONTHLY BRUNCH-TIME GATHERING DEDICATED TO CREATING AN ONGOING CONVERSATION FORGED IN THE SPIRIT OF COMMUNITY AND CONVERSATION. EACH MONTH WILL FEATURE A DIFFERENT THEME AND A PLATFORM FOR READINGS, MUSICAL PERFORMANCE, AND KEYNOTE ADDRESS-ALL CHOSEN IN THE HOPES OF INSPIRING CIVIC ENGAGEMENT AND SOCIAL CHANGE.UNDER THE LEADERSHIP OF SCHOLAR MICHAEL SEXTON, THE PUBLIC SHAKESPEARE INITIATIVE WILL PRODUCE AND PRESENT 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:LAUNCHED DURING THE 2013-14 SEASON, PUBLIC STUDIO PROVIDES A LOW-COST PRODUCTION MODEL THAT HELPS PLAYWRIGHTS BREAK FREE OF THE WORKSHOP PROCESS AND PRESENT THEIR WORK IN FRONT OF AUDIENCES. WITH A STRIPPED-DOWN AESTHETIC AND STREAMLINED DEVELOPMENT PROCESS, PLAYWRIGHTS ARE GIVEN A CHANCE TO SHARE THEIR EARLY WORK WITH THE GENERAL PUBLIC. PUBLIC STUDIO PRESENTS TWO PERFORMANCES EACH SEASON, AND PARTICIPANT SELECTION IS LIMITED TO WRITERS WHO HAVE NOT PREVIOUSLY RECEIVED A MAJOR PRODUCTION.IN 2018, PUBLIC STUDIO PRESENTED A DIVERSE SLATE OF TWO EARLY CAREER WRITERS RECEIVING THEIR FIRST MAJOR THEATRICAL WORKSHOP: AIN'T NO MO, WRITTEN BY JORDAN E. COOPER AND DIRECTED BY STEVIE WALKER WEBB AND MASCULINITY MAX WRITTEN BY EWG ALUMNUS MJ KAUFMAN AND DIRECTED BY DUSTIN WILLS.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. DIRECTOR OF NEW WORK JEANIE O'HARE AND HER TEAM WORK 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 LED BY THE PUBLIC'S NEW WORK DEPARTMENT, 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 DON'T 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. UNDER THE LEADERSHIP OF THE DIRECTOR OF THE DEVISED THEATER INITIATIVE ANDREW KIRCHER, 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) & NEW YORK VOICESIN ORDER TO CREATE SUSTAINABLE RESOURCES FOR THE FIELD AND TO SUPPORT EMERGING ARTISTS, SENIOR DIRECTOR OF ARTISTIC PROGRAMS, SHANTA THAKE, AND DIRECTOR OF JOE'S PUB, ALEX KNOWLTON, BLENDED THE PUBLIC'S APPROACH TO SUPPORTING EMERGING PLAYWRIGHTS AND INDEPENDENT ARTISTS TO CREATE TWO PROGRAMS: JOE'S PUB WORKING GROUP, WHICH AIMS TO ENRICH THE SUSTAINABILITY AND GROWTH OF NEW YORK-BASED EMERGING ARTISTS' CAREERS; AND NEW YORK VOICES, A COMMISSIONING INITIATIVE FOR MUSICIANS AND PERFORMANCE ARTISTS TO CREATE CROSS-GENRE THEATER PIECES. JOE'S PUB WORKING GROUP SUPPORTS COHORTS OF FIVE EARLY CAREER MUSICIANS AND PERFORMANCE ARTISTS BY PROVIDING A VARIETY OF SUPPORT. THESE INCLUDE ADMINISTRATIVE RESOURCES, PHYSICAL SPACE, AND CURATORIAL SERVICES - FURTHER CULTIVATING A COMMUNITY ATMOSPHERE WHEREIN THOSE ARTISTS CAN CREATE AND SUSTAIN NEW AND DEVELOPING WORK. THE PROGRAM SELECTS FROM THE FIELD'S MOST EXCITING ARTISTS-IDENTIFYING MUSICIANS AND PERFORMANCE ARTISTS THAT PARTICULARLY EXHIBIT A STRONG NARRATIVE VOICE IN THEIR WORK-AND ASKS THEM TO EXPLORE THEATRICAL STORYTELLING AND SONGWRITING. 8516601 861577 594437 39398949 1 1 0 1 0 0 0 0 0 1 1 1 0 0 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 1 723 0 1 1287 1 1 1 0 0 0 0 1 1 0 0 0 0 X 43 41 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 0 NY CT NJ PA CA X X X DANIEL WILLIAMS DIR OF FINANCE 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 ARIELLE TEPPER MADOVER CHAIR 10.00 X X 0 0 0 PAT FILI-KRUSHEL VICE CHAIR 4.00 X X 0 0 0 ANNE CLARKE WOLFF TREASURER 4.00 X X 0 0 0 MATTHEW PINCUS SECRETARY 4.00 X X 0 0 0 KWAME ANTHONY APPIAH BOARD MEMBER 1.00 X 0 0 0 PATTY BAKER BOARD MEMBER 1.00 X 0 0 0 RENEE BEAUMONT 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 GORDON J DAVIS ESQ BOARD 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ALEXANDRA SHIVA BOARD MEMBER 2.00 X 0 0 0 JIM STEINBERG BOARD MEMBER 2.00 X 0 0 0 STEVEN TAUB BOARD MEMBER 1.00 X 0 0 0 TERESA TSAI BOARD MEMBER 1.00 X 0 0 0 GRACE LYU-VOLCKHAUSEN BOARD MEMBER 1.00 X 0 0 0 SAM WATERSTON BOARD MEMBER 1.00 X 0 0 0 AUDREY WILF BOARD MEMBER 1.00 X 0 0 0 TIMOTHY WILKINS BOARD MEMBER 2.00 X 0 0 0 FRANCES WILKINSON BOARD MEMBER 1.00 X 0 0 0 ALISA AMAROSA WOOD BOARD MEMBER 1.00 X 0 0 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 40.00 X X 391228 0 24869 PAUL J EUSTIS ARTISTIC DIRECTOR 40.00 X X 591208 0 67578 PATRICIA HUIE CHIEF FINANCIAL OFFICER 40.00 X 181521 0 11248 RUTH STERNBERG PRODUCTION EXECUTIVE 40.00 X 192427 0 45639 THOMAS MCCANN SENIOR DIRECTOR OF MARKETING 40.00 X 169903 0 15214 MANDY HACKETT ASSOCIATE ARTISTIC DIRECTO 40.00 X 159100 0 35826 MARIA GOYANES ASSOCIATE PRODUCER 40.00 X 153030 0 16819 ALEX TONETTA ARTISTIC CONTENT CURATOR 40.00 X 155911 0 15879 SHANTA THAKE-KRIEGSMANN DIRECTOR OF JOE'S PUB 40.00 X 140114 0 35330 JEAN O'HARE DIRECTOR OF NEW WORK DEVELOPMENT 40.00 X 157384 0 18344 THERESA MORELLO CHIEF ADVANCEMENT OFFICER 40.00 X 348039 0 18432 2639865 0 305178 28 1 1 0 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTURE AND DESIGN SERVICES 593962 PRODUCTION RESOURCE GROUP LLC PO BOX 5115 NEW YORK NY 10087 THEATRICAL EQUIPMENT RENTALS AND PURCHAS 521821 MASQUE SOUND & RECORDING CORP 21 EAST UNION AVE EAST RUTHERFORD NJ 07073 THEATRICAL EQUIPMENT RENTALS AND PURCHAS 508732 CSS SECURITY 2753 NORTH JERUSALEM AVENUE SUITE D EAST MEADOW NY 11554 FACILITY SECURITY SERVICES 447466 JOE'S PUBLIC LLC 425 LAFAYETTE STREET NEW YORK NY 10003 CATERING SERVICES 383943 29 3046883 901301 30305531 222583 34253715 BOX OFFICE INCOME 711110 10308553 10308553 CO-PRODUCTION FEES, ENHANCEMENT I 900099 699821 699821 WORKSHOPS/EVENTS 900099 21000 21000 11029374 417689 11806 405883 20432920 20432920 519274 0 519274 519274 519274 2589237 1726292 862945 862945 862945 229398 3046883 229398 0 MISCELLANEOUS INCOME 900099 612504 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DURING FY18, WE ENGAGED A VENDOR FOR LOBBYING ON BEHALF TO SEEK VARIOUS APPROVALS FOR OUR CAPITAL CAMPAIGN. 19870203 1451017 -885000 20436220 18574944 2180259 -885000 19870203 18676036 783908 -885000 18574944 20007038 -446002 -885000 18676036 18509281 2346098 -848341 20007038 0.75460 0.24540 0 0 19159675 5219388 13940287 1387668 1085811 301857 1914019 1595208 318811 14560955 CANYON VALUE REALIZATION FUND LTD. 1339068 F TACONIC OPPORTUNITY OFFSHORE FUND 2428839 F HCP PRIVATE EQUITY FUND III, L.P. 223791 F HCP REAL ASSETS FUND II, L.P. 211108 F HCP VARDE FUND IX INVESTORS, L.P. 46738 F HCP WPPE PRIVATE EQUITY FUND XII, L.P. 532917 F FIR TREE INTERNATIONAL VALUE FUND 1731535 F HCP PRIVATE EQUITY FUND VIII, L.P. 140000 F 6653996 ACCRUED PENSION LIABILITY 4637630 4637630 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 250000 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 CAPITAL CAMPAIGN ADVISING 0 0 268092 0 518092 NY CT NJ PA CA ANNUAL GALA 2758124 2528726 229398 49391 180007 BENEFIT EVENTS 518157 518157 3276281 3046883 229398 49391 180007 229398 0 1 MOSAIC YOUTH THEATRE OF DETROIT 2251 ANTIETAM AVE DETROIT MI 48207 383069610 501(C)(3) 42200 TRAVEL AND ACCOMMODATION FOR MOSAIC SUMMER RESIDENCY AT THE PUBLIC THEATER THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 501(C)(3) 693027 GENERAL OPERATING SUPPORT FOR THE PERFORMANCE, COMMENTARY, AND EDUCATIONAL ACTIVITIES RELATED TO SHAKESPEARE'S WORKS. 2 ANNENBERG FELLOWSHIP 1 25000 VAN LIER FELLOWSHIP 3 36350 TOW FELLOWSHIP 1 65000 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 THREE-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. X X 0 1 X X X X X 1 0 0 0 0 0 0 0 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 390538 0 0 0 690 0 11142 0 13727 0 416097 0 0 0 PAUL J EUSTIS ARTISTIC DIRECTOR 589918 0 0 0 1290 0 30242 0 37336 0 658786 0 0 0 PATRICIA HUIE CHIEF FINANCIAL OFFICER 181521 0 0 0 0 0 0 0 11248 0 192769 0 0 0 RUTH STERNBERG PRODUCTION EXECUTIVE 192427 0 0 0 0 0 20654 0 24985 0 238066 0 0 0 THOMAS MCCANN SENIOR DIRECTOR OF MARKETING 169903 0 0 0 0 0 7058 0 8156 0 185117 0 0 0 MANDY HACKETT ASSOCIATE ARTISTIC DIRECTO 159100 0 0 0 0 0 7941 0 27885 0 194926 0 0 0 MARIA GOYANES ASSOCIATE PRODUCER 153030 0 0 0 0 0 4758 0 12061 0 169849 0 0 0 ALEX TONETTA ARTISTIC CONTENT CURATOR 155911 0 0 0 0 0 3306 0 12573 0 171790 0 0 0 SHANTA THAKE-KRIEGSMANN DIRECTOR OF JOE'S PUB 140114 0 0 0 0 0 4655 0 30675 0 175444 0 0 0 JEAN O'HARE DIRECTOR OF NEW WORK DEVELOPMENT 157384 0 0 0 0 0 0 0 18344 0 175728 0 0 0 THERESA MORELLO CHIEF ADVANCEMENT OFFICER 177787 0 0 0 170252 0 0 0 18432 0 366471 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 TO COVER CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS. PART I, LINE 4A THERESA MORELLO WAS PAID A SEVERANCE OF $39,231 IN FY17 AND $183,087 IN FY18. X 24 222583 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: SIGNATURE SECURITIES HOLDS NYSF'S BROKERAGE ACCOUNT TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. FORM 990, PART III, LINE 2 PUBLIC SHAKESPEARE INITIATIVE: UNDER THE LEADERSHIP OF SCHOLAR MICHAEL SEXTON, THE PUBLIC SHAKESPEARE INITIATIVE WILL PRODUCE AND PRESENT 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. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES 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. THE HOPE FOR THESE SHOWS IS THAT THEY WILL LEAD TO LONGER RUNS IN VARIOUS MARKETS AROUND THE COUNTRY AND ALLOW THESE MUSICIANS TO ACCESS A NEW REALM OF GRANTS AND FUNDING. NEW YORK VOICES ANNUALLY COMMISSIONS A SMALL GROUP OF ARTISTS OVER THE COURSE OF THE YEAR, PRODUCED AS A CULMINATING PERFORMANCE SERIES. IN ADDITION, THE PROGRAM PROVIDES FINISHING FUNDS AS NECESSARY TO ASSIST THE ARTIST IN FULLY REALIZING EACH PROJECT AND INCREASE THEIR VIABILITY FOR A TOURING LIFE. WITH THESE DYNAMIC INITIATIVES, JOE'S PUB HAS BEEN ABLE TO GROW FROM BEING STRICTLY A PRESENTING VENUE INTO A ROBUST PRODUCING EFFORTS, WORKING WITH A DIVERSE SLATE OF MULTIDISCIPLINARY ARTISTS. FORM 990, PART VI, SECTION A, LINE 1 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 AND CHIEF FINANCIAL OFFICER) REVIEWS THE FORM 990 WITH THE TREASURER AND 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 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. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S CONTRACT WAS LAST RENEWED IN JUNE 2015 AND A COMPENSATION STUDY WAS PERFORMED IN 2017. THE EXECUTIVE DIRECTOR'S CONTRACT WAS RENEWED IN JULY 2015 AND A COMPENSATION STUDY WAS PERFORMED IN 2017. 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 CHIEF ADVANCEMENT OFFICER (LAST PERFORMED 2017), AN INDEPENDENT CONSULTANT GARNERED INFORMATION USING COMPARATIVE DATA FROM SIMILARLY-SIZED, NONPROFIT ARTS INSTITUTIONS. THE INFORMATION WAS CULLED FROM FORM 990S AND FROM INDUSTRY SURVEYS. THE REPORT WAS PRESENTED TO THE EXECUTIVE COMMITTEE. 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 -2,685,552. FORM 990, PART VI, LINE 16A-JOINT VENTURE THE ORGANIZATION'S WHOLLY-OWNED SUBSIDIARY, PUBLIC THEATER PRODUCTIONS, INC., PARTICIPATED IN CO-PRODUCTIONS AS A MANAGING MEMBER OF AN ENTITY TAXABLE AS A PARTNERSHIP (SEE SCHEDULE R, PART III) FORMED TO UNDERTAKE A COMMERICAL THEATRICAL PRODUCTION OF A SHOW ORIGINALLY PRODUCED BY THE NEW YORK SHAKESPEARE FESTIVAL. 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 AQUARIUS BROADWAY LLC 234 WEST 44TH STREET 800 NEW YORK NY 10036 264049932 THEATRICAL PRODUCTION NY PUBLIC THEATER PRODUCTIONS UNRELATED 1529 11364 0 1 0.15860 PUBLIC THEATER PRODUCTIONS 425 LAFAYETTE STREET NEW YORK NY 10003 263803813 COMMERCIAL THEATER CO-PRODUCTIONS NY N/A C 26709 68520 1.00000 1 1 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 PUBLIC THEATER PRODUCTIONS INC - SEE SCHEDULE O A 11806 ACCRUED INTEREST THE SHAKESPEARE SOCIETY OF AMERICA INC B 693027 AMOUNT OF GRANT TO THE SOCIETY THE SHAKESPEARE SOCIETY OF AMERICA INC Q 736462 REIMBURSEMENT FROM THE SOCIETY