Form 990 for tax year 2024

Filed by NEW YORK SHAKESPEARE FESTIVAL.

Totals

Total revenue: $71,865,610
Total expenses: $54,542,232
Contributions and grants received: $49,498,019
Grants paid: $32,805
Program service revenue: $9,568,679
Investment income: $1,521,880
Other revenue: $11,277,032
Total assets, end of year: $211,099,194
Total liabilities, end of year: $61,597,828
Net assets or fund balances, end of year: $149,501,366
Program services expenses (Part IX): $39,496,326
Management and general expenses: $8,191,877
Fundraising expenses: $6,854,029
Program service expenses (Part III): $39,496,326

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

LUIS MIRANDA JR

CO-CHAIR

Total calculated

$0

Hours/week

6
PAT FILI-KRUSHEL

CO-CHAIR

Total calculated

$0

Hours/week

5
KENNY LEON

CO-VICE CHAIR

Total calculated

$0

Hours/week

3
ALISA AMAROSA WOOD

CO-VICE CHAIR

Total calculated

$0

Hours/week

3
MYCHAL HARRISON

TREASURER

Total calculated

$0

Hours/week

4
GORDON J DAVIS ESQ

SECRETARY

Total calculated

$0

Hours/week

3
KWAME ANTHONY APPIAH

BOARD MEMBER

Total calculated

$0

Hours/week

1
ANDREA E BERNSTEIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
JASON BLUM

BOARD MEMBER

Total calculated

$0

Hours/week

1
MICHAEL BOSWORTH

BOARD MEMBER

Total calculated

$0

Hours/week

1
MARY SCHMIDT CAMPBELL

BOARD MEMBER

Total calculated

$0

Hours/week

1
KURT CHAUVIERE

BOARD MEMBER

Total calculated

$0

Hours/week

1
LEE DANIELS

BOARD MEMBER

Total calculated

$0

Hours/week

1
LISA E DAVIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
YRTHYA DINZEY-FLORES

BOARD MEMBER

Total calculated

$0

Hours/week

2
SUSAN EDELSTEIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
ERIC ELLENBOGEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
HILARY C FESHBACH

BOARD MEMBER

Total calculated

$0

Hours/week

1
PETER FINE

BOARD MEMBER

Total calculated

$0

Hours/week

1
DANAI GURIRA

BOARD MEMBER

Total calculated

$0

Hours/week

1
ANNE HATHAWAY

BOARD MEMBER

Total calculated

$0

Hours/week

1
CHRIS HOGBIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
MAXINE ISAACS

BOARD MEMBER

Total calculated

$0

Hours/week

1
ASHLEY LEEDS

BOARD MEMBER

Total calculated

$0

Hours/week

1
KIM LEW

BOARD MEMBER

Total calculated

$0

Hours/week

1
JAYNE LIPMAN

BOARD MEMBER

Total calculated

$0

Hours/week

2
HANS MORRIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
GAIL MERRIFIELD PAPP

BOARD MEMBER

Total calculated

$0

Hours/week

1
JULIA PERSHAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
JULIO PETERSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
MICHAEL PRICE

BOARD MEMBER

Total calculated

$0

Hours/week

1
JANICE COOK ROBERTS

BOARD MEMBER

Total calculated

$0

Hours/week

2
WENDI ROSE

BOARD MEMBER

Total calculated

$0

Hours/week

1
ALEXANDRA SHIVA

BOARD MEMBER

Total calculated

$0

Hours/week

1
JIM STEINBERG

BOARD MEMBER

Total calculated

$0

Hours/week

2
STEVEN C TAUB

BOARD MEMBER

Total calculated

$0

Hours/week

1
ARIELLE TEPPER

BOARD MEMBER

Total calculated

$0

Hours/week

1
TERESA TSAI

BOARD MEMBER

Total calculated

$0

Hours/week

2
ANGELA VALLOT

BOARD MEMBER

Total calculated

$0

Hours/week

1
ALEX VOLCKHAUSEN

BOARD MEMBER

Total calculated

$0

Hours/week

2
SAM WATERSTON

BOARD MEMBER

Total calculated

$0

Hours/week

1
AUDREY WILF

BOARD MEMBER

Total calculated

$0

Hours/week

1
FRANCES WILKINSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
ANNE CLARKE WOLFF

BOARD MEMBER

Total calculated

$0

Hours/week

1
JULIAN YAP

BOARD MEMBER

Total calculated

$0

Hours/week

1
SASCIA YUAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
PAUL EUSTIS

ARTISTIC DIRECTOR

Total calculated

$1,125,625

From this org

$898,137

From related orgs

$0

Other

$227,488

Hours/week

40

Schedule J breakdown matched by us

Base

$898,137

Bonus

$0

Other

$0

Deferred

$222,371

Nontaxable benefits

$5,117

Filer's total

$1,125,625
PATRICK WILLINGHAM

EXECUTIVE DIRECTOR

Total calculated

$736,217

From this org

$687,758

From related orgs

$0

Other

$48,459

Hours/week

40

Schedule J breakdown matched by us

Base

$642,758

Bonus

$45,000

Other

$0

Deferred

$40,324

Nontaxable benefits

$8,135

Filer's total

$736,217
MURRAY ABELES

CHIEF FINANCIAL OFFICER

Total calculated

$259,797

From this org

$250,338

From related orgs

$0

Other

$9,459

Hours/week

40

Schedule J breakdown matched by us

Base

$250,338

Bonus

$0

Other

$0

Deferred

$7,606

Nontaxable benefits

$1,853

Filer's total

$259,797
KRISTINA G HOGE

SENIOR DIRECTOR OF DEVELOPMENT

Total calculated

$332,288

From this org

$278,181

From related orgs

$0

Other

$54,107

Hours/week

40

Schedule J breakdown matched by us

Base

$278,181

Bonus

$0

Other

$0

Deferred

$17,760

Nontaxable benefits

$36,347

Filer's total

$332,288
THOMAS MCCANN

CHIEF MARKETING OFFICER

Total calculated

$241,636

From this org

$211,209

From related orgs

$0

Other

$30,427

Hours/week

40

Schedule J breakdown matched by us

Base

$211,209

Bonus

$0

Other

$0

Deferred

$17,817

Nontaxable benefits

$12,610

Filer's total

$241,636
SARAH E ROSEN

SENIOR DIRECTOR, HUMAN RESOURCES

Total calculated

$221,439

From this org

$194,309

From related orgs

$0

Other

$27,130

Hours/week

40

Schedule J breakdown matched by us

Base

$194,309

Bonus

$0

Other

$0

Deferred

$12,563

Nontaxable benefits

$14,567

Filer's total

$221,439
PETER DEAN

DIRECTOR OF PRODUCTION

Total calculated

$213,343

From this org

$189,437

From related orgs

$0

Other

$23,906

Hours/week

40

Schedule J breakdown matched by us

Base

$189,437

Bonus

$0

Other

$0

Deferred

$8,405

Nontaxable benefits

$15,501

Filer's total

$213,343
JEREMY A ADAMS

GENERAL MANAGER

Total calculated

$212,014

From this org

$177,573

From related orgs

$0

Other

$34,441

Hours/week

40

Schedule J breakdown matched by us

Base

$177,573

Bonus

$0

Other

$0

Deferred

$22,464

Nontaxable benefits

$11,977

Filer's total

$212,014
SAHEEM ALI

ASSOCIATE ARTISTIC DIRECTOR/RESIDENT DIRECTOR

Total calculated

$328,134

From this org

$278,192

From related orgs

$0

Other

$49,942

Hours/week

40

Schedule J breakdown matched by us

Base

$278,192

Bonus

$0

Other

$0

Deferred

$23,481

Nontaxable benefits

$26,461

Filer's total

$328,134
FREEDOME BRADLEY-BALLENTINE

DIRECTOR OF ARTISTIC PROGRAMS

Total calculated

$289,267

From this org

$270,922

From related orgs

$0

Other

$18,345

Hours/week

40

Schedule J breakdown matched by us

Base

$270,922

Bonus

$0

Other

$0

Deferred

-$18,313

Nontaxable benefits

$36,658

Filer's total

$289,267
ALEXA SMITH

DIRECTOR, ANTI-RACISM, EQUITY AND BELONGING

Total calculated

$253,033

From this org

$208,036

From related orgs

$0

Other

$44,997

Hours/week

40

Schedule J breakdown matched by us

Base

$208,036

Bonus

$0

Other

$0

Deferred

$4,600

Nontaxable benefits

$40,397

Filer's total

$253,033
CHIARA KLEIN

DIRECTOR OF PRODUCING & ARTISTIC PLANNING

Total calculated

$209,478

From this org

$191,527

From related orgs

$0

Other

$17,951

Hours/week

40

Schedule J breakdown matched by us

Base

$191,527

Bonus

$0

Other

$0

Deferred

$4,865

Nontaxable benefits

$13,086

Filer's total

$209,478
KRISTEN GONGORA

DIRECTOR OF STRATEGIC ADVANCEMENT

Total calculated

$203,914

From this org

$182,860

From related orgs

$0

Other

$21,054

Hours/week

40

Schedule J breakdown matched by us

Base

$182,860

Bonus

$0

Other

$0

Deferred

$10,749

Nontaxable benefits

$10,305

Filer's total

$203,914

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · First-class or charter travel
1a · Tax indemnification and gross-up payments
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 WITH PRIOR APPROVAL BY THEIR COUNTERPART. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS FOR IMPUTED TAXES ON HIS CONTRACTUAL LIFE INSURANCE POLICY AND 403B CONTRIBUTIONS.
PART I, LINE 4B: PURSUANT TO HIS EMPLOYMENT AGREEMENT, PAUL J. EUSTIS PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $159,493 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. PURSUANT TO HIS EMPLOYMENT AGREEMENT, PATRICK WILLINGHAM PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $5,201 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

DAMASCUS GATE LLC

$10,000

PASSTHROUGH GRANT TO ARTIST

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

THE SHAKESPEARE SOCIETY OF AMERICA INC

501(C)(3) · INCREASING ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF SHAKESPEARE'S WORKS · NY · controlled entity

Directly controlled by YES

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

PUBLIC THEATER PRODUCTIONS

C · COMMERCIAL THEATER CO-PRODUCTIONS · NY · 100% owned · share of income $1,366 · share of assets $5,976 · controlled entity

Provenance

Return type: form_990
Tax year: 2024
Filed: 1 May 2026
IRS schema version: 2024v5.5
Source object: 202641699349300144

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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