Form 990 for tax year 2024

Totals

Total revenue

$5,601,859

Total expenses

$4,459,994

Contributions and grants received

$2,542,187

Grants paid

$4,308,002

Program service revenue

$0

Investment income

$3,059,672

Other revenue

$0

Total assets, end of year

$31,833,723

Total liabilities, end of year

$441,399

Net assets or fund balances, end of year

$31,392,324

Program services expenses (Part IX)

$4,308,002

Management and general expenses

$151,992

Fundraising expenses

$0

Program service expenses (Part III)

$4,308,002

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION: THE ENDOWMENT FUND EXISTS TO INVEST CERTAIN ASSETS FOR THE BENEFIT OF THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A SEPARATE 501(C)(3) ORGANIZATION. THE FUND RECEIVES CONTRIBUTIONS FOR THIS PURPOSE, INCLUDING DONOR RESTRICTED GIFTS, INVESTS THESE CONTRIBUTIONS UTILIZING PROFESSIONAL ADVICE AND MODERN PORTFOLIO MANAGEMENT TECHNIQUES, INCLUDING A DIVERSIFIED ASSET ALLOCATION, AND ANNUALLY DISTRIBUTES TO THE FESTIVAL BETWEEN 4% AND 7% OF ITS ASSETS, CALCULATED ON THE BASIS OF A MOVING AVERAGE OF RECENT ASSET BALANCES. DESIGNED TO SUPPLEMENT BUT NOT SUPPLANT THE OPERATING REVENUES OF THE FESTIVAL. (CONTINUED ON SCH O)THROUGH ITS SUSTAINING SUPPORT, THE ENDOWMENT FUND HELPS PROVIDE LONG-TERM FISCAL VIABILITY TO THE FESTIVAL, THUS ENABLING THE FESTIVAL TO CONTINUE TO PURSUE EXCELLENCE IN PRESENTING LIVE THEATRE TO AUDIENCES WITH RACIAL, SOCIO-ECONOMIC AND GENERATIONAL DIVERSITY.

  Expenses $4,308,002 · Grants $4,308,002

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• OREGON SHAKESPEARE FESTIVAL ASSOCIATION

  $4,308,002

  FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.

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.

• OREGON SHAKESPEARE FESTIVAL ASSOCIATION

  501(C)(3) · LIVE AND DIGITAL THEATRE · OR

Provenance

Return type

form_990

Tax year

2024

Filed

14 September 2026

IRS schema version

2024v5.5

Source object

202642579349301254

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