OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC

As filed

Subsection

03

NTEE code

A116

Classification

1000

Street

PO BOX 158

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).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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

• 2024

  Revenue

  $5,601,859

  Expenses

  $4,459,994

  Contributions

  $2,542,187

  Grants paid

  $4,308,002

• 2022

  Revenue

  $1,118,830

  Expenses

  $6,361,721

  Contributions

  $15,065

  Grants paid

  $6,250,000

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

• 2024 · 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

  $1,883,457

  Expenses

  $1,776,292

  Assets (EOY)

  $31,163,322

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $2,831,858

  Expenses

  $2,319,420

  Assets (EOY)

  $40,551,255

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $1,149,955

  Expenses

  $3,580,084

  Assets (EOY)

  $33,018,945

• 2018 · 990

  Revenue

  $3,062,148

  Expenses

  $4,396,376

  Assets (EOY)

  $36,304,769

• 2017 · 990

  Revenue

  $4,871,913

  Expenses

  $5,604,228

  Assets (EOY)

  $36,515,946

• 2016 · 990

  Revenue

  $1,212,474

  Expenses

  $2,268,886

  Assets (EOY)

  $40,835,781

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

• OREGON SHAKESPEARE FESTIVAL ASSOCIATION

  $6,250,000

  2022 · FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.

• OREGON SHAKESPEARE FESTIVAL ASSOCIATION

  $4,308,002

  2024 · FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

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.

Other IRS files