- Revenue 2023
- $27,693,543
- Expenses 2023
- $36,847,607
Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- A650
- Classification
- 2000
- Street
- PO BOX 122171
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
OLD GLOBE ENDOWMENT TRUST
EIN 33-6125358
Mission and programs · 2023
Mission
THE MISSION OF THE OLD GLOBE IS TO PRESERVE, STRENGTHEN AND ADVANCE AMERICAN THEATRE BY: CREATING THEATRICAL EXPERIENCES OF THE HIGHEST PROFESSIONAL STANDARDS; PRODUCING AND PRESENTING WORKS OF EXCEPTIONAL MERIT, DESIGNED TO REACH CURRENT AND FUTURE AUDIENCES; ENSURING DIVERSITY AND BALANCE IN PROGRAMMING; PROVIDING AN ENVIRONMENT FOR THE GROWTH AND EDUCATION OF THEATRE PROFESSIONALS, AUDIENCES AND THE COMMUNITY AT LARGE.
Activities or mission (Part I)
AS ONE OF THE NATION'S LEADING PROFESSIONAL REGIONAL THEATRES AND ONE OF SAN DIEGO'S LARGEST ARTS INSTITUTIONS, THE TONY AWARD-WINNING OLD GLOBE HAS SERVED THE SAN DIEGO REGION SINCE 1937 WHEN A POPULAR VENUE FOR SHAKESPEARE'S WORK AT THE 1935-36 CALIFORNIA PACIFIC INTERNATIONAL EXPOSITION IN BALBOA PARK WAS ESTABLISHED AS A PERMANENT OPERATION. THE OLD GLOBE PRODUCES A YEAR-ROUND SEASON OF 15 OR MORE PLAYS AND MUSICALS, INCLUDING WORLD PREMIERES, MODERN CLASSICS, NEW WORKS, BROADWAY-BOUND PRODUCTIONS AND THE HIGHLY-REGARDED SUMMER SHAKESPEARE FESTIVAL. IN ADDITION TO THE ARTISTIC PROGRAMMING ON ITS THREE STAGES, WITH AUDIENCE CAPACITIES OF 600/600/250, THE GLOBE OFFERS A WIDE RANGE OF ARTS ENGAGEMENT AND HUMANITIES PROGRAMS THAT CONTRIBUTE TO THE GROWTH AND EDUCATION OF AUDIENCES AND THE COMMUNITY AT LARGE.
-
THE OLD GLOBE WELCOMED 200,000 ADMISSIONS AND PROGRAM PARTICIPANTS, INCLUDING THOSE WHO ATTENDED OUR FREE ARTS ENGAGEMENT PROGRAMS IN THE COMMUNITY. THE OLD GLOBE PRESENTED 495 PERFORMANCES OF 15 PLAYS IN OUR THREE VENUES IN BALBOA PARK PLUS AT 19 VENUES THROUGHOUT THE SAN DIEGO REGION, INCLUDING IN TIJUANA, B.C., MEXICO. THE OLD GLOBE ANNUALLY EMPLOYS MORE THAN 700 ARTISTS, ARTISANS, AND STAFF MEMBERS, ATTRACTING LEADING NATIONAL THEATRE ARTISTS TO SAN DIEGO AS WELL AS STRENGTHENING THE LOCAL THEATRE SCENE BY HIRING HIGH-CALIBER PROFESSIONALS. OUR ANNUAL ECONOMIC IMPACT FOR SAN DIEGO IS $40.9 MILLION.THE OLD GLOBE'S REACH RADIATES FAR BEYOND SAN DIEGO, WITH 26 PRODUCTIONS HAVING MOVED TO BROADWAY, INCLUDING A GENTLEMAN'S GUIDE TO LOVE AND MURDER, ALMOST FAMOUS, AND MOST RECENTLY, BOB FOSSE'S DANCIN'. ADDING TO THIS REMARKABLE LEGACY, THE HEART OF ROCK & ROLL OPENED AT THE JAMES EARL JONES THEATRE IN APRIL 2024 AND BECAME THE 27TH GLOBE PRODUCTION TO ACHIEVE THE DISTINCTION OF A BROADWAY DEBUT. OUR SOCIAL JUSTICE ROADMAP HAS BEEN HAILED AS AN EXEMPLAR FOR AMERICAN THEATRE, WITH MEASURABLE COMMITMENTS AND REPORTS ON OUR PROGRESS SHARED WITH OUR COMMUNITY.THE OLD GLOBE'S POWERS NEW WORKS FUND SUPPORTED THE NEW COMMISSIONS OF FOUR PLAYWRIGHTS, FUNDED THIRTEEN DEVELOPMENTAL WORKSHOPS, AND SUPPORTED THE 2023 POWERS NEW VOICES FESTIVAL. FIVE PLAYS SHOWCASED IN RECENT POWERS FESTIVALS, INCLUDING UNDER A BASEBALL SKY, AGE OF INNOCENCE, STIR, EXOTIC DEADLY, AND CRIME AND PUNISHMENT A COMEDY, HAVE RECEIVED OR WILL RECEIVE THEIR WORLD PREMIERE BY THE END OF 2024. THE GLOBE'S ARTS ENGAGEMENT PROGRAMS ARE RECOGNIZED INTERNATIONALLY FOR THEIR INNOVATION, RESPONSIVENESS, AND ABILITY TO CONNECT WITH DIVERSE POPULATIONS. SINCE 2015, THE GLOBE HAS CULTIVATED DEEP RELATIONSHIPS WITH COMMUNITIES ACROSS SAN DIEGO COUNTY TO FOSTER CROSS-CULTURAL AND INTERGENERATIONAL SHARED EXPERIENCES CENTERED ON PARTICIPATORY THEATRE-MAKING. THROUGH 17 PROGRAMS CONDUCTED IN PARTNERSHIP WITH OVER 40 COMMUNITY ORGANIZATIONS, THE GLOBE ENGAGES WITH UNSHELTERED ADULTS, MILITARY SERVICE MEMBERS AND VETERANS, REFUGEE AND IMMIGRANT POPULATIONS, SENIOR CITIZENS, THE NEURODIVERSE COMMUNITY, INCARCERATED ADULTS, JUSTICE- INVOLVED YOUTH, AND TITLE I STUDENTS. THESE ORGANIZATIONS INCLUDE VETERANS VILLAGE, NAVAL BASE SAN DIEGO, FOURTH DISTRICT SENIOR RESOURCE CENTER, SBCS, LAS COLINAS DETENTION AND REENTRY FACILITY, CENTINELA AND DONOVAN STATE PRISONS, OCEANSIDE PUBLIC LIBRARY, AND MANY MORE. ONE OF OUR MOST POPULAR PROGRAMS IS GLOBE FOR ALL, AN ANNUAL TOURING SHAKESPEARE PRODUCTION THAT SERVES SAN DIEGO COMMUNITIES WITHOUT EASY ACCESS TO PROFESSIONAL THEATRE. IT BRINGS FREE PERFORMANCES, COMMUNITY MEALS, AND THEATRE WORKSHOPS TO 19 LOCAL SCHOOLS, CORRECTIONAL FACILITIES, AND COMMUNITY CENTERS ANNUALLY. FREE STUDENT MATINEES SERVED NEARLY 5,000 YOUNG PEOPLE AND THEIR TEACHERS, INTRODUCING THEM TO THEATRE - MANY FOR THE VERY FIRST TIME.OTHER PROGRAMS FOR YOUTH INCLUDE SCHOOL IN THE PARK, AN IMMERSIVE, MULTI-WEEK PROGRAM FOR ELEMENTARY AND MIDDLE SCHOOLS AT THE GLOBE, PAM FARR SUMMER SHAKESPEARE STUDIO FOR YOUNG ACTORS, THEATRE DESIGN STUDIO, WHICH INTRODUCES YOUNG PEOPLE TO CAREERS IN PRODUCTION, AND CREATIVE YOUTH STUDIO, WHICH GUIDES STUDENTS IN PERFORMANCE, TECHNICAL THEATRE, AND CAREER BUILDING. ALL TOGETHER, THESE PROGRAMS SERVED NEARLY 1,250 STUDENTS IN 2023.THE GLOBE DISTRIBUTED OVER 4,000 FREE TICKETS TO COMMUNITY ORGANIZATIONS, INCLUDING SBCS (FORMERLY SOUTH BAY COMMUNITY SERVICES), COMMUNITY YOUTH ATHLETICS CENTER IN NATIONAL CITY, ELDERHELP OF SAN DIEGO, AND THE USO.
Expenses $28,364,921 · Grants $959,517 · Revenue $14,997,100
-
THE GLOBE IS COMMITTED TO TRAINING THE ARTISTS OF THE FUTURE. THE OLD GLOBE AND UNIVERSITY OF SAN DIEGO SHILEY GRADUATE THEATRE PROGRAM IS CONSISTENTLY RANKED IN THE TOP TEN INTERNATIONALLY FOR GRADUATE THEATRE PROGRAMS. PROGRAMS FOR DIVERSE DIRECTORS, PLAYWRIGHTS, AND OTHER THEATRE ARTISTS HAVE HELPED TO LAUNCH OR EXPAND CAREERS OF THEATRE ARTISTS THROUGHOUT THE NATION.
Expenses $209,900 · Grants $209,900
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Ann DaviesANN DAVIES
PAST CHAIR, EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 6
-
Anthony S ThornleyANTHONY S THORNLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 8 + 0.5 related
-
Barry EdelsteinBARRY EDELSTEIN
ARTISTIC DIRECTOR
- Total calculated
- $658,531
- From this org
- $507,387
- From related orgs
- $0
- Other
- $151,144
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $407,387
- Bonus
- $100,000
- Other
- $0
- Deferred
- $132,850
- Nontaxable benefits
- $18,294
- Filer's total
- $658,531
-
Cassandra WeinleinCASSANDRA WEINLEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Christian BuckleyCHRISTIAN BUCKLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Christine Roberts TrimbleCHRISTINE ROBERTS TRIMBLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Daphne H JamesonDAPHNE H JAMESON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
David Jay OhanianDAVID JAY OHANIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4 + 0.5 related
-
Debra TurnerDEBRA TURNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Deirdra PriceDEIRDRA PRICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Dirk HarrisDIRK HARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Donald L CohnDONALD L COHN
PAST CHAIR, EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 6
-
Elaine Bennett DarwinELAINE BENNETT DARWIN
PAST CHAIR, EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 6
-
Eleanor Y CharltonELEANOR Y CHARLTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Ellise CoitELLISE COIT
BOARD MEMBER (THRU 2/23)
- Total calculated
- $0
- Hours/week
- 4
-
Evelyn Olson LamdenEVELYN OLSON LAMDEN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 15
-
Evelyn TruittEVELYN TRUITT
BOARD MEMBER (THRU 11/23)
- Total calculated
- $0
- Hours/week
- 4
-
George C GuerraGEORGE C GUERRA
INCOMING BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 8 + 0.5 related
-
George S DavisGEORGE S DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4 + 0.5 related
-
Harold W Fuson JrHAROLD W FUSON JR
PAST CHAIR, EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 6
-
Jean ShekhterJEAN SHEKHTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Jennifer GreenfieldJENNIFER GREENFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Jules ArthurJULES ARTHUR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Karen L SedgwickKAREN L SEDGWICK
BOARD MEMBER, AUDIT CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
Karen TanzKAREN TANZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $27,693,543
- Expenses
- $36,847,607
- Contributions
- $11,540,624
- Grants paid
- $1,169,417
-
2022
- Revenue
- $34,219,671
- Expenses
- $39,263,557
- Contributions
- $12,222,879
- Grants paid
- $573,261
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $29,916,512
- Expenses
- $23,529,312
- Assets (EOY)
- $87,825,720
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $16,473,770
- Expenses
- $15,948,051
- Assets (EOY)
- $79,168,056
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $95,555,302
- Expenses
- $60,848,667
- Assets (EOY)
- $76,909,174
-
2018 · 990
- Revenue
- $25,942,144
- Expenses
- $28,227,354
- Assets (EOY)
- $43,244,548
-
2017 · 990
- Revenue
- $23,993,399
- Expenses
- $25,396,536
- Assets (EOY)
- $50,646,401
-
2016 · 990
- Revenue
- $28,252,944
- Expenses
- $25,227,945
- Assets (EOY)
- $52,747,446
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$959,517
2023 GRANT TO SUPPORTING ORGANIZATION TO HOLD AS ENDOWMENT
-
$404,261
2022 GRANT TO SUPPORTING ORGANIZATION TO HOLD AS ENDOWMENT
Grants received
-
$2,347,667
2024 GENERAL OPERATING
-
$2,191,030
2023 GENERAL OPERATING
-
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
$1,051,969
2024 GENERAL
-
2022 GENERAL
-
$857,418
2022 GENERAL OPERATING
-
2023 GENERAL
-
DONOR ADVISED CHARITABLE GIVING
$595,425
2024 ARTS, CULTURE & HUMANITIES
-
DONOR ADVISED CHARITABLE GIVING
$426,800
2023 ARTS, CULTURE & HUMANITIES
-
DONOR ADVISED CHARITABLE GIVING
$383,250
2022 ARTS, CULTURE & HUMANITIES
-
2023 FOR RECIPIENT'S EXEMPT PURPOSE
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501(C)(3) · SUPPORTING THE OLD GLOBE THEATRE'S PROGRAMS · CA · controlled entity
Declared as related by
-
On its 2024 return
California fundraising campaigns
Campaigns run by paid fundraisers, commercial coventurers and thrift stores naming this organization, as California published them. Both figures are as filed, and what the first one counts depends on the campaign type — a coventurer or a thrift store files its own sales rather than money collected for the charity. The 990 reports this only as a yearly total, never per campaign.
-
BENNETT DIRECT INC.
$205,735 raised
2024 Commercial Fundraiser
$123,830 to charity
-
BENNETT DIRECT INC.
$190,287 raised
2023 Commercial Fundraiser
$112,855 to charity
-
BENNETT DIRECT INC.
$153,862 raised
2022 Commercial Fundraiser
$97,406 to charity
-
BENNETT DIRECT INC.
$203,660 raised
2021 Commercial Fundraiser
$137,452 to charity
-
BENNETT DIRECT INC.
$142,461 raised
2020 Commercial Fundraiser
$99,357 to charity
Amounts are as filed and do not add up: a commercial coventurer reports one promotion's whole gross once for each charity that shared in it. A campaign may also name more than one registered charity, in which case it appears on each.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 11 November 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.