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 630652734 ALABAMA SHAKESPEARE FESTIVAL ALAB 3342715300 ONE FESTIVAL DRIVE MONTGOMERY AL 36117 MICHAEL VIGILANT 3342715300 2013-08-15 1 MARTY LEE P00187599 3348347660 2013-08-14 2011 2016-02-24 21:20:13Z MICHAEL VIGILANT ONE FESTIVAL DRIVE MONTGOMERY AL 36117 6132320 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 52 201 78 0 0 5320690 4141691 1879705 1644020 401 123 -179146 -73637 7021650 5712197 0 0 0 0 4315492 4139396 0 0 480085 2881018 2405611 7196510 6545007 -174860 -832810 3032532 1993412 1123399 917089 1909133 1076323 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 5170920 1644020 ALABAMA SHAKESPEARE FESTIVAL OFFERED 10 PRODUCTIONS WITH OVER 246 TOTAL PERFORMANCES DURING THE FISCAL YEAR ENDED SEPTEMBER 30,2012. 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. 5170920 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 1 1 1 0 0 0 1 0 0 0 0 1 88 0 201 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 DR EUGENE STANALAND 1.00 X X 0 0 0 MR OWEN ARONOV 1.00 X 0 0 0 MS BEVERLY POOLE BAKER 1.00 X 0 0 0 MRS CAROL BALLARD 1.00 X 0 0 0 MR JERE BEASLEY 1.00 X 0 0 0 MRS DIANNE BENTLEY 1.00 X 0 0 0 MS KAY BLOUNT 1.00 X 0 0 0 MR THOMAS A BLOUNT 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 GENE CRANE 1.00 X 0 0 0 MR BRUCE CRAWFORD 1.00 X 0 0 0 MRS EDITH JOHNSTON CROOK 1.00 X 0 0 0 COMMISSIONER ELTON DEAN 1.00 X 0 0 0 MR DAVID DONALSON 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 MRS KATHERINE FADOK 1.00 X 0 0 0 MR PAUL FIELDS 1.00 X 0 0 0 MR COLLIN R GASTON 1.00 X 0 0 0 MRS GLADYS GILLIS 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 MR BUCKY HENSON 1.00 X 0 0 0 MR JODIE E HUGHES 1.00 X 0 0 0 MR BILLY LIVINGS 1.00 X 0 0 0 MRS JOAN B LOEB 1.00 X 0 0 0 DR GAETON LORINO 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 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 JO MOORE 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 MR MYRON PENN 1.00 X 0 0 0 THE HON CHARLES PRICE 1.00 X 0 0 0 MRS WINSTON WILSON REESE 1.00 X 0 0 0 MRS LESLIE SANDERS 1.00 X 0 0 0 MR B STEPHEN SCHLOSS 1.00 X 0 0 0 MR LEE SENTELL 1.00 X 0 0 0 MR CHARLES A STAKELY 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 MRS LISA BLACH WEIL 1.00 X 0 0 0 MR ALEX WHALEY 1.00 X 0 0 0 FATHER MANUEL WILLIAMS C R 1.00 X 0 0 0 MR NEILL S WRIGHT 1.00 X 0 0 0 MICHAEL VIGILANT 40.00 X 108701 0 11295 GEOFFREY SHERMAN 40.00 X 161500 0 11326 EVE LOEB 40.00 X 107050 0 3797 377251 0 26418 3 0 1 0 0 1154726 837190 2149775 369020 4141691 TICKET SALES 711110 1215426 1215426 SCHOOLFEST INCOME 711110 332800 332800 EDUCATIONAL PROGRAMS 711110 95794 95794 1644020 123 123 65 65 26539 0 26539 26539 26539 97547 379250 -281703 -281703 70852 40873 29979 29979 PRESERVATION FEE 711110 114860 114860 OTHER INCOME 900099 36623 36623 151483 5712197 1788859 0 -218353 290444 228958 35118 26368 3344201 2627633 396919 319649 504751 413285 74316 17150 50000 50000 19448 19448 234427 174664 59763 177428 60873 108900 7655 428145 321109 85629 21407 137219 134340 2173 706 13720 13720 47964 33575 9593 4796 90037 72029 13506 4502 THEATER PRODUCTION EXPE 302474 302474 RENTAL EXPENSE 285398 274626 7181 3591 SCRIPTS AND ROYALTY EXP 195559 195559 PRINTING AND POSTAGE 151281 109578 37812 3891 272511 222217 39687 10607 6545007 5170920 894002 480085 1149768 502858 666638 342463 111713 120952 299959 231552 3436138 2640551 804454 795587 3032532 1993412 577976 486220 545423 430869 1123399 917089 X 1709024 235186 200109 841137 1909133 1076323 3032532 1993412 -832810 0 X X 0 1 1 X 0 X 5725193 6231644 3095068 5415113 4141691 24608709 3321612 2841158 1948690 1977429 1714872 11803761 9046805 9072802 5043758 7392542 5856563 36412470 730872 813092 667248 961355 590335 3762902 0 730872 813092 667248 961355 590335 3762902 32649568 18195 9104 27425 20586 26727 102037 18195 9104 27425 20586 26727 102037 2645 59661 -437511 -281703 -656908 395860 283198 148370 153766 151483 1132677 9463505 9365104 5279214 7129383 5753070 36990276 0.88270 0.82860 0.00280 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10671626 33723 1725042 754726 57744 11617921 11571142 41843 -80474 797250 63635 10671626 11519818 80519 1021188 1050383 11571142 14263175 37269 -35223 2745403 11519818 0.14680 0.85320 0 1 1 2017816 1350291 667525 1418322 1290260 128062 795587 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 TAX POSITIONS OF THE FESTIVAL 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 2009. AUCTION 97547 97547 379250 97547 97547 379250 379250 -281703 X 0 0 0 0 0 0 0 0 0 GEOFFREY SHERMAN 161500 0 0 0 0 0 0 0 11326 0 172826 0 0 0 BARRIE HARMON III MR. HARMON IS A BOARD MEMBER 96354 HARMON, DENNIS & BRADSHAW PROVIDE THE GENERAL LIABILITY INSURANCE COVERAGE 0 X 15 14650 COST OF DONATED PROPERTY X 16448 COST OF DONATED PROPERTY X AUCTION ITEMS 221 337922 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. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE 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