Civic Intelligence

Old Globe Endowment Trust XXX-XX-XXXX

EIN 33-6125358 • 501(c)3 • San Diego, CA

Profile

To hold donations to old globe theatre, an organization described in irc section 501(c)(3) and to pay income therefrom for the benefit of the theatre.

PO Box 122171San Diego, CA 92112

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$60,439,032

Up $4,910,823 (+8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$60,439,032

Up $4,910,823 (+8.8%) from 2023

Operations
Liabilities / Revenue4th percentileNet Margin63rd percentile

Revenue

Up

$2,919,694

Up $679,039 (+30%) from 2023

Expenses

Up

$2,623,320

Up $179,928 (+7.4%) from 2023

Net Income

Up

$296,374

Up $499,111 (+246%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2014: $5,180,906Liabilities 2014: $0Net Assets 2014: $5,180,9062014Assets 2015: $5,198,866Liabilities 2015: $0Net Assets 2015: $5,198,8662015Assets 2016: $5,280,819Liabilities 2016: $0Net Assets 2016: $5,280,8192016Assets 2017: $5,635,244Liabilities 2017: $0Net Assets 2017: $5,635,2442017Assets 2018: $13,786,309Liabilities 2018: $0Net Assets 2018: $13,786,3092018Assets 2019: $45,236,202Liabilities 2019: $0Net Assets 2019: $45,236,2022019Assets 2020: $50,142,026Liabilities 2020: $0Net Assets 2020: $50,142,0262020Assets 2021: $56,533,411Liabilities 2021: $0Net Assets 2021: $56,533,4112021Assets 2022: $50,534,896Liabilities 2022: $0Net Assets 2022: $50,534,8962022Assets 2023: $55,528,209Liabilities 2023: $0Net Assets 2023: $55,528,2092023Assets 2024: $60,439,032Liabilities 2024: $0Net Assets 2024: $60,439,0322024

Highlighted filing

2024

Assets$60,439,032
Liabilities$0
Net Assets$60,439,032
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2014: $623,408Expenses 2014: $213,083Net Income 2014: $410,3252014Revenue 2015: $627,033Expenses 2015: $229,889Net Income 2015: $397,1442015Revenue 2016: $442,910Expenses 2016: $435,798Net Income 2016: $7,1122016Revenue 2017: $710,838Expenses 2017: $254,023Net Income 2017: $456,8152017Revenue 2018: $2,722,249Expenses 2018: $260,480Net Income 2018: $2,461,7692018Revenue 2019: $30,647,774Expenses 2019: $360,095Net Income 2019: $30,287,6792019Revenue 2020: $1,632,955Expenses 2020: $417,369Net Income 2020: $1,215,5862020Revenue 2021: $2,786,616Expenses 2021: $427,868Net Income 2021: $2,358,7482021Revenue 2022: $1,455,134Expenses 2022: $1,094,936Net Income 2022: $360,1982022Revenue 2023: $2,240,655Expenses 2023: $2,443,392Net Income 2023: -$202,7372023Revenue 2024: $2,919,694Expenses 2024: $2,623,320Net Income 2024: $296,3742024

Highlighted filing

2024

Revenue$2,919,694
Expenses$2,623,320
Net Income$296,374
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,439,032
Liabilities
$0
Net assets
$60,439,032
Revenue
$2,919,694
Expenses
$2,623,320
Net income
$296,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$2.92$2.62$0.30
2023Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$2.24$2.44$0.20
2022Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$1.46$1.09$0.36
2021Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$2.79$0.43$2.36
2020Detailed filing. Detailed filing data is available for this year.$50.1$0.00$50.1$1.63$0.42$1.22
2019Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$30.6$0.36$30.3
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$2.72$0.26$2.46
2017Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.71$0.25$0.46
2016Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.44$0.44$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.63$0.23$0.40
2014Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.62$0.21$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$10,017,692
Mission and Program Overview

Mission

To hold donations to old globe theatre, an organization described in irc section 501(c)(3) and to pay income therefrom for the benefit of the theatre.

To hold donations to the old globe theatre, an organization described in irc section 501(c)(3) and to pay income therefrom for the benefit of the theatre.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$48,454,417$53,292,015▲ $4,837,598
Pledges and Grants Receivable$7,025,698$7,127,623▲ $101,925
Savings and Temporary Cash Investments$48,094$19,394▼ $28,700
Total Assets$55,528,209$60,439,032▲ $4,910,823
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$37,227,361$40,553,980▲ $3,326,619
Net Assets With Donor Restrictions$18,300,848$19,885,052▲ $1,584,204
Total Net Assets Fund Balance$55,528,209$60,439,032▲ $4,910,823
Total Liabilities and Net Assets / Fund Balance$55,528,209$60,439,032▲ $4,910,823

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$55,528,209$765,186▲ $6,768,957-$60,439,032
2023$50,534,896$1,013,595▲ $6,423,110-$55,528,209
2022$56,533,411$561,154▼ $5,464,733-$50,534,896
2021$50,142,026$830,485▲ $5,988,768-$56,533,411
2020$45,236,202$755,879▲ $4,567,314-$50,142,026
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Pamela a Farr TrusteeInvestment Committee Chair
Mark Delfino TrusteeInvestment Committee Vice Chair

Highest Paid Contractors

ContractorServicesLocationCompensation
Goldman Sachs & Co LLCInvestment Management10100 SANTA MONICA BLVD STE 2600, Los Angeles, CA 90067$275,653
Revenue and Support

Revenue Composition

Contributions and Grants
$765,186
Program Service Revenue
$0
Investment Income
$2,154,508
Other Revenue
$0
All Other Contributions
$101,925
Change in Net Assets
$296,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,347,667
Other Expenses$275,653
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,347,667--$2,347,667
Fees for Service Investment Mgmnt Fees-$275,653-$275,653
Total Functional Expenses$2,347,667$275,653$0$2,623,320
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Old Globe TheatreSan Diego, CA501(c)(3)General Operating$2,347,667
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Director of finance of the old globe theatre (corporate officer) and tax preparer complete 990, which is reviewed by the trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Potential conflicts of interest are reviewed and determined at the investment committee level. Each member of the investment committee shall annually sign a statement which affirms that such person: has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy. If a conflict of interest arises, such trustee shall not vote on the transaction. There have been no incidences of conflict during the year ending december 31, 2024.”

Form 990, Part VI, Section B, Line 15

“The endowment has no employees and all work is done by the old globe theatre.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Old Globe Endowment Trust Xxx-xx-xxxx
EIN
33-6125358
Phone
6192311941
Address
PO BOX 122171, SAN DIEGO, CA 92112

Signing Officer

Name
Michelle L Yeager
Title
Director of Finance
Phone
6192311941
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela a Farr
Formed
1992
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
11

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Jane Coleman
Phone
8586271400
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to support the old globe theatre.”

PART X, LINE 2:

“The old globe and the trust are exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. The old globe may be subject to federal or state income taxes on unrelated business income. For each of the years ended december 31, 2024 and 2023, no provision for such taxes is required. The old globe has no unrecognized tax benefits or liabilities as of december 31, 2024 and 2023. The old globe and the trust file exempt organization returns in the united states federal jurisdiction and with the franchise tax board in the state of california.”

Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HOLD DONATIONS TO THE OLD GLOBE THEATRE, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND TO PAY INCOME THEREFROM FOR THE BENEFIT OF THE THEATRE.
IRS990/AllOtherContributionsAmt0101925
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELLE YEAGER
IRS990/BooksInCareOfDetail/PhoneNum06192311941
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01363 OLD GLOBE WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0275653
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010100 SANTA MONICA BLVD STE 2600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090067
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0GOLDMAN SACHS & CO LLC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0765186
IRS990/CYGrantsAndSimilarPaidAmt02347667
IRS990/CYInvestmentIncomeAmt02154508
IRS990/CYOtherExpensesAmt0275653
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0296374
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02623320
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02919694
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROGRAM SERVICE EXPENSES RELATED TO HOLDING DONATIONS FOR 501(C)(3) SUPPORTED ORGANIZATION, OLD GLOBE THEATRE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt018300848
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt019885052
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02347667
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0275653
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0275653
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0PAMELA A FARR TRUSTEE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK DELFINO TRUSTEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0INVESTMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1INVESTMENT COMMITTEE VICE CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0982038
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt02347667
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02347667
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02347667
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08080036
IRS990/GrossReceiptsAmt010017692
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01172470
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01172470
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048454417
IRS990/InvestmentsPubTradedSecGrp/EOYAmt053292015
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07097998
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HOLD DONATIONS TO OLD GLOBE THEATRE, AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND TO PAY INCOME THEREFROM FOR THE BENEFIT OF THE THEATRE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt055528209
IRS990/NetAssetsOrFundBalancesEOYAmt060439032
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0982038
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0982038
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04614449
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt037227361
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt040553980
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07025698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07127623
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAMELA A FARR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01013595
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02191030
IRS990/PYInvestmentIncomeAmt01227060
IRS990/PYOtherExpensesAmt0252362
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-202737
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02443392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02240655
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0296374
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0663261
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019394
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951543396
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02347667
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OLD GLOBE THEATRE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02347667
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.67099
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0275653
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt055528209
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0765186
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt060439032
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02347667
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06768957
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0252362
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050534896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01013595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt055528209
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02191030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06423110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0237518
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt056533411
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0561154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050534896
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0857418
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5464733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0220377
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt050142026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0830485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt056533411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0207491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05988768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0136263
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt045236202
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0755879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt050142026
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0281106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04567314
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25259
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OLD GLOBE THEATRE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE OLD GLOBE AND THE TRUST ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE OLD GLOBE MAY BE SUBJECT TO FEDERAL OR STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2024 AND 2023, NO PROVISION FOR SUCH TAXES IS REQUIRED. THE OLD GLOBE HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF DECEMBER 31, 2024 AND 2023. THE OLD GLOBE AND THE TRUST FILE EXEMPT ORGANIZATION RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07642
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02347667
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OLD GLOBE THEATRE
IRS990ScheduleI/RecipientTable/RecipientEIN0951543396
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 122171
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092112
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE APPROVED BY THE TRUSTEES OF ORGANIZATION AND ARE PAID ONLY TO THE OLD GLOBE THEATRE, WHICH IS THE SUPPORTED ORGANIZATION OF THE OLD GLOBE ENDOWMENT TRUST. FUNDS ARE CONTRIBUTED TO SUPPORT GENERAL OPERATING EXPENDITURES. THE USE OF THE FUNDS ARE MONITORED BY THE ORGANIZATION AND THE OLD GLOBE THEATRE REPORTS BACK TO THE ORGANIZATION'S TRUSTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR OF FINANCE OF THE OLD GLOBE THEATRE (CORPORATE OFFICER) AND TAX PREPARER COMPLETE 990, WHICH IS REVIEWED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE INVESTMENT COMMITTEE LEVEL. EACH MEMBER OF THE INVESTMENT COMMITTEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. IF A CONFLICT OF INTEREST ARISES, SUCH TRUSTEE SHALL NOT VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE YEAR ENDING DECEMBER 31, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENDOWMENT HAS NO EMPLOYEES AND ALL WORK IS DONE BY THE OLD GLOBE THEATRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OLD GLOBE THEATRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951543396
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THEATRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 122171
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02347667
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1663261
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OLD GLOBE THEATRE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OLD GLOBE THEATRE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt055528209
IRS990/TotalAssetsEOYAmt060439032
IRS990/TotalAssetsGrp/BOYAmt055528209
IRS990/TotalAssetsGrp/EOYAmt060439032
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0765186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0275653
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02347667
IRS990/TotalFunctionalExpensesGrp/TotalAmt02623320
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt055528209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060439032
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02347667
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02154508
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02919694
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055528209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060439032
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 122171
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092112
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE L YEAGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum06192311941
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD GLOBE ENDOWMENT TRUST XXX-XX-XXXX
ReturnHeader/Filer/BusinessNameControlTxt0OLDG
ReturnHeader/Filer/EIN0336125358
ReturnHeader/Filer/PhoneNum06192311941
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 122171
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 EXECUTIVE DR SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08586271400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE COLEMAN
ReturnHeader/ReturnTs02025-08-11T08:31:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.