2011-05-13T21:05:48-05:00 2010-06-30 Clark Nuber PS 10900 NE 4th Street Suite 1700 Bellevue WA 98004 990 2009-07-01 311469872 SEATTLE REPERTORY THEATRE FOUNDATION SEAT 2064432210 po box 900923 SEATTLE WA 981099723 RACHEL ROBERT 2064432210 2011-05-13 1 Jane M Searing 4254544919 2009 2016-02-24 21:20:13Z BENJAMIN MOORE po box 900923 SEATTLE WA 981099723 13106052 0 X WWW.SEATTLEREP.ORG X 1995 WA TO SUPPORT THE SEATTLE REPERTORY THEATRE (SRT) IN ITS EFFORTS TO CREATE NOT-FOR-PROFIT LIVE THEATRE AND RELATED EDUCATIONAL PROGRAMS THAT SURPRISE, ENTERTAIN, CHALLENGE AND UPLIFT OUR COMMUNITY THROUGH A SHARED ACT OF IMAGINATION. 11 11 0 11 0 0 15783 40206 0 -3210978 992407 0 -3195195 1032613 2101708 143089 0 0 0 42383 234420 145422 2336128 288511 -5531323 744102 11945409 12255530 1014874 15437 10930535 12240093 TO SUPPORT THE SEATTLE REPERTORY THEATRE IN ITS EFFORTS TO CREATE PRODUCTIONS AND PROGRAMS THAT SURPRISE, ENTERTAIN, CHALLENGE AND UPLIFT OUR COMMUNITY THROUGH A SHARED ACT OF IMAGINATION. 0 0 143089 143089 TO SUPPORT THE SEATTLE REPERTORY THEATRE (SRT) IN ITS EFFORTS TO CREATE LIVE THEATRE WITH THE HIGHEST STANDARD OF ARTISTIC EXCELLENCE. BY SUPPORTING SRT, THE FOUNDATION CREATES AND ENTERTAINS AUDIENCES WITH PLAYS AND PRODUCTIONS THAT REFLECT THE HUMAN EXPERIENCE IN ALL ITS COMPLEXITY. SRT ACTIVITIES IN FY10 INCLUDED: NUMBER OF PRODUCTIONS: 7; NUMBER OF PERFORMANCES: 220; TOTAL ATTENDANCE: 105,740; EDUCATION PROGRAMS: 11; NUMBER OF STUDENTS SERVED: 12,717. 143089 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WA X X RACHEL ROBERT 2064432210 155 MERCER STREET PO BOX 900923 SEATTLE WA 98109 X ANN RAMSAY-JENKINS 0.40 X 0 0 0 BRENT JOHNSON 0.40 X 0 0 0 BRUCE JOHNSON 0.40 X 0 0 0 CARLYN STEINER 0.40 X 0 0 0 ELIZABETH RUDOLF 0.40 X 0 0 0 JANE ZALUTSKY 0.40 X 0 0 0 JOHN MOGA 0.40 X 0 0 0 LYNN MANLEY 1.00 X X 0 0 0 NANCY ALVORD 0.10 X 0 0 0 STANLEY SAVAGE 0.20 X 0 0 0 TONI HOFFMAN 0.40 X 0 0 0 BENJAMIN MOORE 1.00 X 0 147177 6065 RACHEL ROBERT 2.00 X 0 80127 6065 0 227304 12130 0 0 1 0 0 40206 40206 345998 345998 12719848 12073439 646409 646409 646409 1032613 0 0 992407 143089 143089 4300 4300 62369 62369 72857 34381 38476 150 150 2500 2500 1989 1989 1257 1257 288511 143089 103039 42383 73784 63756 14305 7289 8273 7016 11805444 12129066 57908 55692 11945409 12255530 14874 15437 1000000 0 1014874 15437 X -4107982 -2842233 15038517 15082326 10930535 12240093 11945409 12255530 X 0 1 1 X 0 X X 0 0 0 SEATTLE REPERTORY THEATRE 910756535 7 1 1 1 145078 1 145078 Schedule A, Part IV, Supplemental Information: SCHEDULE A, PART I, LINE H, COLUMN (VII): AMOUNT OF SUPPORT PAID GRANTS PAID TO SEATTLE REPERTORY THEATRE: 143,089 EXPENSES PAID TO SEATTLE REPERTORY THEATRE: 1,989 TOTAL: 145,078 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10930535 55177 1557863 143089 160393 12240093 17052425 31706 -3802610 2101708 249278 10930535 0.00000 1.00000 0.00000 0 0 14305 7289 7016 7016 1032613 288511 744102 565456 565456 1309558 1030234 14971 14971 1015263 17350 17350 1032613 158404 14971 14971 143433 145078 145078 288511 Part V, Line 4: Description of Intended Use of Endowment Funds: THE ORGANIZATION HAS A 4% DISTRIBUTION POLICY, BASED ON A THREE-YEAR ROLLING AVERAGE OF MARKET VALUE OF ENDOWMENT INVESTMENTS AT DECEMBER 31 EACH YEAR. THIS DISTRIBUTION IS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS FOR USE IN THE NEXT FISCAL YEAR OF THE SEATTLE REPERTORY THEATRE'S OPERATIONS. FROM TIME TO TIME, THE FOUNDATION MAY MAKE ADDITIONAL DISTRIBUTIONS TO THE THEATRE. Part XII, Line 4b - Other Adjustments: INTEREST INCOME FROM SEATTLE REPERTORY THEATRE: 17350. Part XIII, Line 4b - Other Adjustments: GRANT PAID TO SEATTLE REPERTORY THEATRE: 143089. INTEREST EXPENSE PAID TO SEATTLE REPERTORY THEATRE: 1989. 1 SEATTLE REPERTORY THEATRE PO BOX 900923 SEATTLE WA 98109 910756535 509(a)(1) 143089 N/A N/A TO CREATE LIVE THEATRE WITH THE HIGHEST STANDARD OF ARTISTIC EXCELLENCE; TO DEVELOP A BODY OF WORK BY THE FINEST PLAYWRIGHTS, DIRECTORS AND ACTORS; TO CHALLENGE AND ENTERTAIN OUR AUDIENCE WITH PLAYS AND PRODUCTIONS THAT REFLECT THE HUMAN EXPERIENCE IN ALL ITS COMPLEXITY. 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE ORGANIZATION HAS A 4% DISTRIBUTION POLICY, BASED ON A THREE-YEAR ROLLING AVERAGE OF MARKET VALUE OF ENDOWMENT INVESTMENTS AT DECEMBER 31 EACH YEAR. THIS DISTRIBUTION IS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS FOR USE IN THE NEXT FISCAL YEAR OF THE THEATRE'S OPERATIONS. FROM TIME TO TIME, THE FOUNDATION MAY MAKE ADDITIONAL DISTRIBUTIONS TO THE THEATRE. 0 0 0 0 0 0 0 0 0 BENJAMIN MOORE 0 147177 0 0 0 0 0 0 0 6065 0 153242 0 0 Supplemental Information Part III SCHEDULE J, PART I, LINE 3: THE TOP MANAGEMENT OFFICIAL IS UNCOMPENSATED BY SEATTLE REPERTORY THEATRE FOUNDATION. THE FOUNDATION RELIES ON SEATTLE REPERTORY THEATRE, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. Form 990, Part VI, Section B, line 11 THE BOARD TREASURER COMPILES SUPPORTING PAPERWORK NEEDED FOR COMPLETION OF THE TAX RETURN - IN ADDITION TO WHAT IS AVAILABLE IN THE INDEPENDENT AUDIT REPORT. THE BOARD TREASURER REVIEWS THE TAX RETURN PRIOR TO IT BEING SUBMITTED TO THE IRS. AFTER FILING, THE FULL BOARD OF DIRECTORS IS GIVEN A COPY OF THE TAX RETURN ONCE IT IS COMPLETE AND A COPY IS AVAILABLE FOR INSPECTION BY THE PUBLIC ON THE SEATTLE REPERTORY THEATRE'S WEBSITE OR UPON REQUEST. Form 990, Part VI, Section B, line 12c BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AS THEY JOIN THE BOARD. THIS DOCUMENT IS AGAIN SIGNED WITH EACH RENEWAL OF A BOARD MEMBER'S TERM (EVERY 3 YEARS). ANY IDENTIFIED CONFLICTS ARE DISCLOSED TO THE BOARD AND THE CONFLICTED PARTIES RECUSE THEMSELVES FROM ANY BOARD DISCUSSIONS OR VOTES THAT MIGHT BE RELATED TO THE CONFLICT. AS TRANSACTIONS OCCUR THROUGHOUT THE YEAR, ANY TRANSACTION INVOLVING ANY ONE OF THESE INDIVIDUALS OR THEIR FAMILY MEMBERS IS BROUGHT TO THE ATTENTION OF THE BOARD FOR APPROVAL BEFORE THE TRANSACTION OCCURS. Form 990, Part VI, Section C, line 19 THE CURRENT ANNUAL AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE - WWW.SEATTLEREP.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART I, LINE 6: VOLUNTEERS THE VOLUNTEER BOARD MEMBERS PROVIDED BOARD GOVERNANCE AND FIDUCIARY OVERSIGHT TO THE ENDOWMENT FUND INCLUDING INVESTMENT MANAGEMENT AND DISTRIBUTION APPROVALS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15: ALL OFFICERS, KEY EMPLOYEES AND MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY SEATTLE REPERTORY THEATRE FOUNDATION. SEATTLE REPERTORY THEATRE, A RELATED ORGANIZATION, PAYS THE SALARIES FOR BENJAMIN MOORE, RACHEL ROBERT AND OTHER ADMINISTRATIVE PERSONNEL. THE FOUNDATION REIMBURSES THE THEATRE FOR THE TIME THESE INDIVIDUALS SPEND WORKING ON FOUNDATION RELATED MATTERS. SEATTLE REPERTORY THEATRE PO BOX 900923 SEATTLE WA 98109 910756535 TO CREATE LIVE THEATRE WA 501(C)(3) 509(A)(1) N/A 1 1 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1