2026-05-12T18:48:15-05:00 2025-06-30 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2024-07-01 946135772 AMERICAN CONSERVATORY THEATRE FOUNDATION AMER 4158343200 415 GEARY STREET SAN FRANCISCO CA 94102 JIM SIVORI CFO 4158343200 2026-05-08 1 1 TAMARA L MCINERNEY P00011797 4089616300 2026-05-08 2024 2025-03-06 01:10:19Z AMERICAN CONSERVATORY THEATER DAVID SCHMITZ 415 GEARY STREET SAN FRANCISCO CA 94102 44243830 0 X WWW.ACT-SF.ORG X 1966 CA A.C.T. FOUNDATION NURTURES THE ART OF LIVE THEATER, ACTOR TRAINING AND COMMUNITY ENGAGEMENT. 39 37 610 200 43043 39418 5336256 5640417 12668005 5370874 3882267 4506883 115360 502803 22001888 16020977 90369 112099 0 0 18094906 16979664 0 0 2237303 13318939 9593179 31504214 26684942 -9502326 -10663965 81641483 70681041 15113044 14189743 66528439 56491298 AMERICAN CONSERVATORY THEATRE FOUNDATION (A.C.T. FOUNDATION) IS AN ESSENTIAL GATHERING PLACE THAT BRINGS ARTISTS AND COMMUNITIES TOGETHER TO INSPIRE AND PROVOKE THROUGH THE CREATION OF THEATER AND THROUGH TRAINING AND EDUCATION. 0 0 17374448 4376483 A.C.T. FOUNDATION IS NATIONALLY RECOGNIZED FOR ITS GROUNDBREAKING PRODUCTIONS OF CLASSICAL AND CONTEMPORARY PLAYWRITING, AND CELEBRATED ACTOR TRAINING, EDUCATION AND COMMUNITY PROGRAMS. THE COMPANY PRODUCES CHALLENGING THEATER IN THE RICH CONTEXT OF SYMPOSIA, AUDIENCE DISCUSSIONS AND COMMUNITY INTERACTION. 3180821 112099 994391 THE CONSERVATORY, EDUCATION AND COMMUNITY PROGRAMS SERVE MORE THAN 15,000 INDIVIDUALS EACH YEAR IN SCHOOLS, COMMUNITY CENTERS AND A.C.T. FACILITIES THROUGHOUT THE BAY AREA. THE CONSERVATORY PROVIDES LIFELONG AND TRANSFORMATIONAL LEARNING TO PEOPLE OF ALL AGES, BACKGROUNDS AND COMMITMENT TO THEIR ARTISTRY THROUGH LIVE THEATER CLASSES AND ACTOR TRAINING. DISTINGUISHED FORMER STUDENTS OF THE CONSERVATORY PROGRAMS INCLUDE DANNY GLOVER, ANNETTE BENING, DENZEL WASHINGTON, BENJAMIN BRATT AND ANIKA NONI ROSE. THE EDUCATION AND COMMUNITY EFFORTS REACH STUDENTS IN SCHOOLS AND COMMUNITY CENTERS THROUGH THEATER-BASED ARTS EDUCATION PROGRAMS. 20555269 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 145 0 1 610 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JIM SIVORI 4158343200 415 GEARY STREET SAN FRANCISCO CA 94102 JENNIFER BIELSTEIN EXECUTIVE DIRECTOR 40.00 1.00 X X 480898 0 18081 PAMELA SUSAN MACKINNON ARTISTIC DIRECTOR 40.00 1.00 X X 458529 0 13547 JEFFREY S MINICK CHAIR 10.00 1.00 X X 0 0 0 JOAQUIN TORRES PRESIDENT 10.00 X X 0 0 0 ROBINA RICCITIELLO SECRETARY 1.00 X X 0 0 0 DAVID L JONES TREASURER 1.00 X X 0 0 0 KATHLEEN DONOHUE VICE CHAIR (TO 6/5/25) 1.00 X X 0 0 0 PRISCILLA GEESLIN VICE CHAIR (TO 11/14/24) 1.00 1.00 X X 0 0 0 CRISTY JOHNSTON LIMON VICE CHAIR 1.00 X X 0 0 0 RODMAN MARYMOR VICE CHAIR 1.00 X X 0 0 0 STEVEN L SWIG VICE CHAIR 1.00 1.00 X X 0 0 0 ADRIANA LOPEZ VERMUT VICE CHAIR (TO 6/5/25) 1.00 X X 0 0 0 DAVID RIEMER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 NORMAN ABRAMSON TRUSTEE 1.00 X 0 0 0 MARCIA BARROW TAYLOR TRUSTEE (TO 6/5/25) 1.00 X 0 0 0 JESSE LEE ELLER TRUSTEE 1.00 X 0 0 0 LINDA JO FITZ TRUSTEE 1.00 X 0 0 0 KEN FULK TRUSTEE 1.00 X 0 0 0 JOHN L GARFINKLE TRUSTEE 1.00 X 0 0 0 RACHEL GARLIN TRUSTEE 1.00 X 0 0 0 MARY HYNES TRUSTEE 1.00 X 0 0 0 RODNEY EARL JACKSON JR TRUSTEE 1.00 X 0 0 0 BRANDON JOSEPH TRUSTEE (FROM 3/27/25) 1.00 X 0 0 0 JASCHA KAYKAS-WOLFF TRUSTEE 1.00 X 0 0 0 ANU KHOSLA TRUSTEE (FROM 11/14/24) 1.00 X 0 0 0 LUBA KIPNIS TRUSTEE 1.00 X 0 0 0 HEATHER STALLINGS LITTLE TRUSTEE 1.00 X 0 0 0 KARESHA MCGEE TRUSTEE (FROM 9/25/24) 1.00 X 0 0 0 BARBARA MESSING TRUSTEE (FROM 1/30/25) 1.00 X 0 0 0 MICHELE BALLARD MILLER TRUSTEE 1.00 X 0 0 0 TONI RATNER MILLER TRUSTEE 1.00 X 0 0 0 CAROLINE EMIL NASSIF TRUSTEE 1.00 X 0 0 0 LAURA POSEY TRUSTEE 1.00 X 0 0 0 TONI REMBE TRUSTEE 1.00 X 0 0 0 MICHELLE SHONK TRUSTEE 1.00 X 0 0 0 ALEXANDRA SIMMONS TRUSTEE 1.00 X 0 0 0 RADHIKA SINGH TRUSTEE (FROM 6/5/25) 1.00 X 0 0 0 DANIEL STURMAN TRUSTEE 1.00 X 0 0 0 JOMAR TAGATAC TRUSTEE 1.00 X 0 0 0 MARK TOWNSLEY TRUSTEE 1.00 X 0 0 0 BD WONG TRUSTEE 1.00 X 0 0 0 JAY YAMADA TRUSTEE 1.00 X 0 0 0 JAMES SIVORI CHIEF FINANCIAL OFFICER 40.00 1.00 X 268473 0 5149 CAITLIN A QUINN DIRECTOR OF DEVELOPMENT 40.00 X 277694 0 11181 LOUISA C LISKA DIRECTOR OF GENERAL MANAGEMENT & OPERATIONS 40.00 1.00 X 167754 0 17552 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 40.00 X 177237 0 3145 THOMAS S MORGAN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 177120 0 3429 MARTIN J BARRON DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 152659 0 18170 SASHA T HABASH DEPUTY DIRECTOR OF DEVELOPMENT 40.00 X 170889 0 9018 NICOLE CHALAS MAOG DIRECTOR OF INSTITUTIONAL GIVING 40.00 X 139386 0 634 ADAM THURMAN DIRECTOR OF PRODUCTION 40.00 X 146044 0 10 SHAWN D ANNECSTON GEARY HEAD CARPENTER - BELO 40.00 X 145011 0 37558 EDUARDO NICHOLAS MASIAS GEARY HEAD ELECTRICIAN - BELO 40.00 X 128333 0 33239 2890027 0 170713 26 0 1 0 BBB TOURING LLC 548 NEW YORK 9D BEACON NY 12508 PRODUCTION 1312253 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU ST NEW YORK NY 10038 ADVERTISING 415440 CALIFORNIA SCENIC FABRICATION 5087 VERANDA TERRACE DAVIS CA 95618 SCENIC AND STAGE DESIGN AND BUILD 272050 CALIFORNIA SHAKESPEARE THEATER 21 ORINDA WAY STE C PMB509 ORINDA CA 94563 SCENIC AND STAGE DESIGN AND BUILD 265330 TTP PRODUCTIONS LIMITED ASHCOMBE COURT WOOLSACK WAY GODALMING UK GU7 1LQ SCENIC AND STAGE DESIGN AND BUILD 220257 16 386925 710043 4543449 226951 5640417 THEATER BOX OFFICE 711110 3062529 3062529 CO-PRODUCTION & ENHANCEMENT INCOM 711110 1006647 1006647 CONSERVATORY TUITION 611310 994391 994391 CONCESSIONS 711110 288061 288061 EVENT PARKING 812930 19246 19246 5370874 1306024 43043 1262981 831166 453024 378142 378142 378142 30642010 27441151 3200859 3200859 3200859 243788 386925 328678 -84890 -84890 DEVELOPER FEE 711110 207692 207692 OTHER INCOME 900099 1859 1859 209551 16020977 5370874 43043 4966643 112099 112099 2299731 1771706 304373 223652 11288255 8668162 1477767 1142326 313796 282610 28087 3099 2006240 1508986 364736 132518 1071642 809078 164668 97896 137073 83506 53567 182763 182763 130598 130598 461954 68751 224252 168951 1325807 1276660 7251 41896 71516 57416 4571 9529 611243 469286 94932 47025 129635 129635 1673174 1239527 293971 139676 698564 666454 24641 7469 61570 3261 58309 1151793 725045 285382 141366 289347 201151 61050 27146 PRODUCTION EXPENSES 2143449 2068555 67424 7470 TICKETING FEE AND CHARG 168206 164019 474 3713 CONCESSION & MERCHANDIS 128784 128784 MISCELLANEOUS EXPENSES 76691 29518 30476 16697 151012 91060 33078 26874 26684942 20555269 3892370 2237303 2987485 3104520 2368233 328982 3345089 3134636 535840 100115 722163 433041 41442230 24195034 18774423 17247196 48841123 42382853 1246538 1036921 2820589 2912777 81641483 70681041 3053995 2404185 1629863 1952674 50025 35480 2000000 2000000 8379161 7797404 15113044 14189743 X 39521105 31925386 27007334 24565912 66528439 56491298 81641483 70681041 X -10663965 669867 -43043 X 0 1 X 1 0 X 13385388 14277461 42015799 5336256 5640417 80655321 13385388 14277461 42015799 5336256 5640417 80655321 36256591 44398730 646212 910944 1936567 1685352 2094147 7273222 9157 17662 26727 40443 93989 145412 241006 222640 235570 209551 1054179 89076711 30179953 0.49840 0.46480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 145,412. 2021 AMOUNT: $ 241,006. 2022 AMOUNT: $ 222,640. 2023 AMOUNT: $ 235,570. 2024 AMOUNT: $ 209,551. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25258909 1906559 2760345 24405123 26365807 2685126 66809 3725215 25258909 25650190 1931886 89101 1127168 26365807 27987236 1000000 -2136060 94989 1105997 25650190 24292329 4795529 1050000 50622 27987236 0.04079 0.95921 1 0 1173889 1173889 28907246 19500266 9406980 3685243 3140745 544498 7675852 1554023 6121829 17247196 OPERATING LEASE OBLIGATION 6390405 DEFERRED DEVELOPER FEES 623077 DUE TO A.C.T. MARKET ST. 302016 PENSION PLAN LIABILITY 355895 FINANCE LEASE OBLIGATION 126011 7797404 PART V, LINE 4: THE EARNINGS OF A.C.T. FOUNDATION'S ENDOWMENT FUNDS PROVIDE PROGRAM AND INSTITUTIONAL SUPPORT TO DELIVER ALL OF A.C.T. FOUNDATION THEATER, TRAINING AND EDUCATION PROGRAMS. GALA 411823 386925 24898 1084 157186 DEVO TOUR 218890 218890 79596 12515 78026 630713 386925 243788 79596 13599 235212 328407 -84619 1 CONSERVATORY PROGRAM SCHOLARSHIP 89 108799 PART I, LINE 2: A.C.T. FOUNDATION GRANTS ARE TUITION SCHOLARSHIPS AWARDED TO STUDENTS ATTENDING THE CONSERVATORY PROGRAM. TUITION SCHOLARSHIP AWARD AMOUNTS ARE REVIEWED AND APPROVED BY THE FINANCIAL AID DIRECTOR AND THE CONSERVATORY DIRECTOR. GRANT MONITORING IS ACCOMPLISHED BY A.C.T. FOUNDATION APPLYING THE SCHOLARSHIP AWARD DIRECTLY AS A REDUCTION IN TUITION EXPENSES OWED. X X X X 0 1 0 0 0 0 0 0 0 JENNIFER BIELSTEIN EXECUTIVE DIRECTOR 480898 0 0 0 0 0 6900 0 11181 0 498979 0 0 0 PAMELA SUSAN MACKINNON ARTISTIC DIRECTOR 458529 0 0 0 0 0 6900 0 6647 0 472076 0 0 0 CAITLIN A QUINN DIRECTOR OF DEVELOPMENT 277694 0 0 0 0 0 0 0 11181 0 288875 0 0 0 JAMES SIVORI CHIEF FINANCIAL OFFICER 268473 0 0 0 0 0 4531 0 618 0 273622 0 0 0 LOUISA C LISKA DIRECTOR OF GENERAL MANAGEMENT & OPE 167754 0 0 0 0 0 3474 0 14078 0 185306 0 0 0 SHAWN D ANNECSTON GEARY HEAD CARPENTER - BELO 145011 0 0 0 0 0 15081 0 22477 0 182569 0 0 0 THOMAS S MORGAN DIRECTOR OF INFORMATION TECHNOLOGY 177120 0 0 0 0 0 3419 0 10 0 180549 0 0 0 CHRYSTAL ELLIS SWEAZEY DIRECTOR OF HUMAN RESOURCES AND EDI 177237 0 0 0 0 0 3135 0 10 0 180382 0 0 0 SASHA T HABASH DEPUTY DIRECTOR OF DEVELOPMENT 170889 0 0 0 0 0 3016 0 6002 0 179907 0 0 0 MARTIN J BARRON DIRECTOR OF MARKETING AND COMMUNICAT 152659 0 0 0 0 0 3228 0 14942 0 170829 0 0 0 EDUARDO NICHOLAS MASIAS GEARY HEAD ELECTRICIAN - BELO 128333 0 0 0 0 0 13347 0 19892 0 161572 0 0 0 PART I, LINE 4B JENNIFER BIELSTEIN AND PAMELA SUSAN MACKINNON PARTICIPATE IN A NON-QUALIFIED RETIREMENT PLAN. THE FOUNDATION DOES NOT MAKE CONTRIBUTIONS TO THE PLAN. X 9 225651 FMV X EQUIPMENT 2 1300 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS REPORTED IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY BPM BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF A.C.T. FOUNDATION'S FINANCE AND ACCOUNTING STAFF. THE DRAFT IS REVIEWED BY THE CONTROLLER, CFO AND THE EXECUTIVE DIRECTOR WITH REVISIONS INCORPORATED AS NEEDED. THE TAX RETURN IS ALSO PROVIDED TO THE AUDIT COMMITTEE AND IS MADE AVAILABLE TO ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM BOARD OF TRUSTEE OR COMMITTEE MEETINGS WHERE A CONFLICT OF INTEREST MAY ARISE. STAFF AND BOARD LEADERSHIP ARE ALSO AWARE OF THE CONFLICTS IN ORDER TO ENFORCE COMPLIANCE. A.C.T. FOUNDATION ENSURES MONITORING OF CONTRACTS AND TRANSACTIONS AND ENFORCEMENT PROCEDURES TO INVESTIGATE AND TAKE CORRECTIVE ACTION WHEN A POTENTIAL CONFLICT HAS BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ARTISTIC DIRECTOR AND THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY A SUB-COMMITTEE APPOINTED BY THE BOARD. THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE CONTRACTED DIRECTLY BY THE BOARD, WITH CONTRACTS COVERING MUTLI-YEAR TERMS. AS PART OF THE RENEWAL PROCESS, THE BOARD UTILIZES DATA FROM INDUSTRY SPECIFIC SOURCES TO BENCHMARK COMPENSATION FOR THESE POSITIONS. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY BENCHMARKING AGAINST MARKET/INDUSTRY SPECIFIC DATA WITHIN BOTH THE THEATER AND NON-PROFIT INDUSTRIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. A.C.T. FOUNDATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: UBIT -43,043. ACT MARKET STREET 415 GEARY STREET SAN FRANCISCO CA 94102 463452490 FOR THE BENEFIT OF A.C.T. FOUNDATION CA 501(C)(3) LINE 12A, I AMERICAN CONSERVATORY THEATRE FOUNDATION 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 RENT A 12000 ACTUAL DUE FROM ACT MARKET STREET D 2101785 ACTUAL