2017-08-04T10:06:24-05:00 2016-09-30 631035228 Jackson Thornton & Co PC PO Box 96 Montgomery AL 361010096 990 2015-10-01 630652734 Alabama Shakespeare Festival ALAB 3342715300 One Festival Drive Montgomery AL 36117 MICHAEL VIGILANT Chief Operating Officer 3342715300 2017-07-27 1 Marty A Lee P00187599 3348347660 2017-07-27 2015 2021-01-29 14:40:06Z Michael Vigilant One Festival Drive Montgomery AL 36117 9282211 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. 57 57 233 70 3250 0 4564584 5327376 2968821 3292393 46 -58148 260076 370455 7793527 8932076 0 0 0 0 4613799 5000565 0 0 485996 2793007 2904166 7406806 7904731 386721 1027345 2391957 3211260 1195866 1182783 1196091 2028477 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 6169804 3292393 ALABAMA SHAKESPEARE FESTIVAL OFFERED 9 PRODUCTIONS WITH OVER 314 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2016. 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. 6169804 1 1 0 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 0 1 1 0 0 0 1 0 0 0 1 128 0 233 1 1 1 0 0 0 0 1 1 0 0 0 0 X 57 57 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DAVID ROBERSON 3342715325 One Festival Drive Montgomery AL 36117 DR LAURIE JEAN WEIL Board Chairman 1.00 X X 0 0 0 Mr Gordon G Martin Vice Chairman 1.00 X X 0 0 0 Dr Eugene Stanaland Treasurer 1.00 X X 0 0 0 Mr Gene C Crane Secretary 1.00 X X 0 0 0 Mr Owen Aronov board Member 1.00 X 0 0 0 MRS CAROL BALLARD board Member 1.00 X 0 0 0 Mrs SARA BEASLEY board Member 1.00 X 0 0 0 Mr THOMAS A BLOUNT Board Member 1.00 X 0 0 0 DR GWENDOLYN BOYD board Member 1.00 X 0 0 0 MR WESLEY BRITT board Member 1.00 X 0 0 0 MS MARIA CAMPBELL board Member 1.00 X 0 0 0 MR ALEXANDER H CAROTHERS III board Member 1.00 X 0 0 0 MRS TONJA CARTER board Member 1.00 X 0 0 0 MRS LAURA M CLARK board Member 1.00 X 0 0 0 MR BRUCE CRAWFORD board Member 1.00 X 0 0 0 MRS LAURA DOCKERY board Member 1.00 X 0 0 0 Mrs Juliette Doster board Member 1.00 X 0 0 0 MR BRUCE J DOWNEY III board Member 1.00 X 0 0 0 MR ERIC DUNCaN board Member 1.00 X 0 0 0 MR C LEE ELLIS board Member 1.00 X 0 0 0 MR PAUL FIELDS board Member 1.00 X 0 0 0 MR ROBERT C GRANFELDT JR board Member 1.00 X 0 0 0 MR BARRIE HARMON III board Member 1.00 X 0 0 0 COMMISSIONER DANIEL HARRIS board Member 1.00 X 0 0 0 MR BUCKY HENSON board Member 1.00 X 0 0 0 MR JOHN HORNSBY board Member 1.00 X 0 0 0 MRS REBECCA L HUNTER board Member 1.00 X 0 0 0 MR SEAN JOHNSON board Member 1.00 X 0 0 0 MR BILLY LIVINGS board Member 1.00 X 0 0 0 MRS JOAN B LOEB board Member 1.00 X 0 0 0 DR GAETON LORINo board Member 1.00 X 0 0 0 MR JAMES K LOWDER board Member 1.00 X 0 0 0 MR PETER L LOWE SR board Member 1.00 X 0 0 0 MR ROBERT R McGHEE board Member 1.00 X 0 0 0 MR JODY McINNeS board Member 1.00 X 0 0 0 MR CLAY MCINNIS board Member 1.00 X 0 0 0 THE HON VANZETTA MCPHERSON board Member 1.00 X 0 0 0 MR ROBERT C McMILLAN Board member 1.00 X 0 0 0 MR TOM MILES Board Member 1.00 X 0 0 0 MR DANIEL MIMS Board Member 1.00 X 0 0 0 MRS JO MOORE Board Member 1.00 X 0 0 0 MRS PEGGY MUSSAFER Board member 1.00 X 0 0 0 MR RICHARD E NEAL Board member 1.00 X 0 0 0 REVEREND JUDY QUICK board member 1.00 X 0 0 0 MRS WINSTON WILSON REESE board member 1.00 X 0 0 0 MR TOBY ROTH board member 1.00 X 0 0 0 MR ROBERT RUNKLE board member 1.00 X 0 0 0 REVEREND KYLE SEARCY Board Member 1.00 X 0 0 0 MAYOR TODD STRANGE Board member 1.00 X 0 0 0 MR GALEN J THACKSTON board member 1.00 X 0 0 0 MR JOHN C VERES III board member 1.00 X 0 0 0 MRS LISA BLACH WEIL board Member 1.00 X 0 0 0 FATHER MANUEL WILLIAMS CR board Member 1.00 X 0 0 0 MRS TRACY A WILLIFORD board member 1.00 X 0 0 0 MRS EMILY LOWDER WOOTEN board Member 1.00 X 0 0 0 MR DAVID DONALDSON board Member 1.00 X 0 0 0 MR LEE YI board Member 1.00 X 0 0 0 Michael Vigilant Chief Operating Officer 40.00 X 128173 0 14677 Geoffrey Sherman Artistic Director 40.00 X 186900 0 14677 Eve Loeb Development Director 40.00 X 120769 0 4385 435842 0 33739 3 0 1 0 0 317891 655228 824750 3529507 353714 5327376 ticket sales 711110 2630873 2630873 schoolfest income 711110 585681 585681 Educational programs 711110 72589 72589 ADVERTISING 541800 3250 3250 3292393 115 115 1588 1588 59061 0 59061 59061 59061 58263 -58263 -58263 -58263 133830 317891 207437 -73607 -73607 214532 84435 130097 130097 preservation fee 711110 195296 195296 other income 900099 58020 58020 253316 8932076 3614536 3250 -13086 344426 281562 38428 24436 3744174 3059447 406028 278699 547789 449932 79509 18348 364176 297576 39492 27108 105215 105215 12766 12766 334194 273323 60871 547378 228243 298121 21014 194786 194786 748813 642435 85102 21276 131487 130434 1023 30 3087 2500 587 71905 71905 107839 75487 21568 10784 107962 86370 16194 5398 UNRELATED BUSINESS INCO 513 513 Theater Production expe 279203 279203 taxes and licenses 84356 84356 educational expense 80879 80879 93783 74861 890 18032 7904731 6169804 1248931 485996 242871 332140 761845 1480615 120818 169544 301148 372021 3913955 3057015 965275 856940 2391957 3211260 311556 297871 428006 503113 300000 300000 156304 81799 1195866 1182783 X 574271 443247 621820 1585230 1196091 2028477 2391957 3211260 1027345 -194959 0 X X 0 1 X 1 0 X 4141691 4026283 4766747 4564584 5327376 22826681 1714872 2341609 2601665 2968821 32503675 42130642 5856563 6367892 7368412 7533405 37831051 64957323 590335 731885 653801 1013615 836338 3825974 0 590335 731885 653801 1013615 836338 3825974 61131349 26727 30177 25251 48801 60764 191720 26727 30177 25251 48801 60764 191720 -281703 -138227 -267945 -164451 -70357 -922683 151483 213771 199587 254154 253316 1072311 5753070 6473613 7325305 7671909 38074774 65298671 0.93620 0.88980 0.00290 0.00440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10618572 3468 780692 655227 60735 10686770 12267530 7647 -503893 1087363 65349 10618572 12204491 3476 1138919 1021486 57870 12267530 11617921 175242 1042700 574177 57195 12204491 10671626 33723 1725042 754726 57744 11617921 0.40680 0.57970 0.01350 0 1 1 2244981 1596336 648645 1668974 1460679 208295 856940 X Part V, Line 4: To provide support to the Alabama Shakespeare Festival, Inc. 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. Auction 109890 33660 76230 40285 Concert - Benefit the Bard 336131 284231 51900 148356 1 5700 5700 18796 451721 317891 133830 207437 207437 -73607 X 0 0 0 0 0 0 0 0 0 Geoffrey Sherman Artistic Director 186900 0 0 0 0 0 0 0 14677 0 201577 0 0 0 X 14 9215 RETAIL VALUE X 14123 RETAIL VALUE X 12 164714 TRADING VALUE X 33 79547 RETAIL VALUE X Other 121 53584 RETAIL VALUE 0 0 0 Form 990, Part VI, Section A, line 2 Mrs. Thomas (Kay) Blount is Thomas Miles's mother; both are Board members. 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 12c Officers, directors and key employees self-disclose potential conflicts of interest on an annual basis. Any conflicts are submitted in writing to the Development Director and Board Chairman who review the conflicts and apply the applicable procedures in accordance with the policy. 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 THESE DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. Form 990, Part XII, Line 2C The process did not change. Alabama Shakespeare Festival Endowment Trust One Festival Drive Montgomery AL 36117 636183677 Support of Alabama Shakespeare Festival, Inc. AL 501(c)(3) Line 11c, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0