Civic Intelligence

Alabama Shakespeare Festival

EIN 63-6183677 • 501(c)3 • Montgomery, AL

Profile

None

One Festival DriveMontgomery, AL 36117

www.asf.net

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.83x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

29th percentile

-1.1%

Higher net margin than 29% 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

42nd percentile

3.9%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$56,602,438

Up $2,119,784 (+3.9%) from 2023

Liabilities

Down

$1,227,000

Down $268,657 (-18%) from 2023

Net Assets

Up

$55,375,438

Up $2,388,441 (+4.5%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin29th percentile

Revenue

Up

$1,485,412

Up $391,711 (+36%) from 2023

Expenses

Down

$1,502,008

Down $1,138,635 (-43%) from 2023

Net Income

Up

-$16,596

Up $1,530,346 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$60M$40M$20M$0Assets 2010: $58,102,682Liabilities 2010: $0Net Assets 2010: $58,102,6822010Assets 2011: $56,477,135Liabilities 2011: $350,000Net Assets 2011: $56,127,1352011Assets 2012: $56,697,399Liabilities 2012: $750,000Net Assets 2012: $55,947,3992012Assets 2013: $56,557,938Liabilities 2013: $1,200,000Net Assets 2013: $55,357,9382013Assets 2014: $55,740,027Liabilities 2014: $1,500,000Net Assets 2014: $54,240,0272014Assets 2015: $53,371,617Liabilities 2015: $1,500,000Net Assets 2015: $51,871,6172015Assets 2016: $53,289,826Liabilities 2016: $2,019,732Net Assets 2016: $51,270,0942016Assets 2017: $52,686,279Liabilities 2017: $1,970,895Net Assets 2017: $50,715,3842017Assets 2018: $54,250,256Liabilities 2018: $4,795,683Net Assets 2018: $49,454,5732018Assets 2019: $54,781,211Liabilities 2019: $4,464,203Net Assets 2019: $50,317,0082019Assets 2020: $55,462,871Liabilities 2020: $4,073,591Net Assets 2020: $51,389,2802020Assets 2021: $55,944,765Liabilities 2021: $3,543,397Net Assets 2021: $52,401,3682021Assets 2022: $54,812,802Liabilities 2022: $1,577,078Net Assets 2022: $53,235,7242022Assets 2023: $54,482,654Liabilities 2023: $1,495,657Net Assets 2023: $52,986,9972023Assets 2024: $56,602,438Liabilities 2024: $1,227,000Net Assets 2024: $55,375,4382024

Highlighted filing

2024

Assets$56,602,438
Liabilities$1,227,000
Net Assets$55,375,438
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,836,2132010Expenses 2011: $1,936,9172011Expenses 2012: $1,938,5002012Expenses 2013: $1,807,4032013Revenue 2014: $1,110,229Expenses 2014: $2,097,664Net Income 2014: -$987,4352014Revenue 2015: $983,546Expenses 2015: $1,870,931Net Income 2015: -$887,3852015Revenue 2016: $335,059Expenses 2016: $1,465,741Net Income 2016: -$1,130,6822016Revenue 2017: $617,116Expenses 2017: $1,689,785Net Income 2017: -$1,072,6692017Revenue 2018: $1,450,818Expenses 2018: $2,191,722Net Income 2018: -$740,9042018Revenue 2019: $2,551,036Expenses 2019: $1,478,824Net Income 2019: $1,072,2122019Revenue 2020: $1,912,027Expenses 2020: $1,187,116Net Income 2020: $724,9112020Revenue 2021: $702,964Expenses 2021: $1,353,642Net Income 2021: -$650,6782021Revenue 2022: $4,762,114Expenses 2022: $1,379,710Net Income 2022: $3,382,4042022Revenue 2023: $1,093,701Expenses 2023: $2,640,643Net Income 2023: -$1,546,9422023Revenue 2024: $1,485,412Expenses 2024: $1,502,008Net Income 2024: -$16,5962024

Highlighted filing

2024

Revenue$1,485,412
Expenses$1,502,008
Net Income-$16,596
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$56,602,438
Liabilities
$1,227,000
Net assets
$55,375,438
Revenue
$1,485,412
Expenses
$1,502,008
Net income
-$16,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.6$1.23$55.4$1.49$1.50$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.5$1.50$53.0$1.09$2.64$1.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.8$1.58$53.2$4.76$1.38$3.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$3.54$52.4$0.70$1.35$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$4.07$51.4$1.91$1.19$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$4.46$50.3$2.55$1.48$1.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$4.80$49.5$1.45$2.19$0.74
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.7$1.97$50.7$0.62$1.69$1.07
2016Detailed filing. Detailed filing data is available for this year.$53.3$2.02$51.3$0.34$1.47$1.13
2015Detailed filing. Detailed filing data is available for this year.$53.4$1.50$51.9$0.98$1.87$0.89
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$1.50$54.2$1.11$2.10$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.6$1.20$55.4$1.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.7$0.75$55.9$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$0.35$56.1$1.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.1$0.00$58.1$1.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 1, 2025
Return Version
2023v6.0
Gross Receipts
$9,834,422
Mission and Program Overview

Mission

NONE

The endowment trust is created exclusively for the charitable, literary, and educational purposes of the alabama shakespeare festival, inc., a non-profit organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,691,760$36,927,319▼ $764,441
Investments in Publicly Traded Securities$12,997,067$16,837,856▲ $3,840,789
Pledges and Grants Receivable$2,989,271$2,174,749▼ $814,522
Cash and Non-Interest-Bearing Accounts$765,663$524,848▼ $240,815
Accounts Receivable$1,569$1,569→ $0
Total Assets$54,482,654$56,602,438▲ $2,119,784
Other Assets Total$37,324$136,097▲ $98,773
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,263,000$1,227,000▼ $36,000
Other Liabilities$232,657$0▼ $232,657
Total Liabilities$1,495,657$1,227,000▼ $268,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,045,054$46,628,911▲ $1,583,857
Net Assets With Donor Restrictions$7,941,943$8,746,527▲ $804,584
Total Net Assets Fund Balance$52,986,997$55,375,438▲ $2,388,441
Total Liabilities and Net Assets / Fund Balance$54,482,654$56,602,438▲ $2,119,784

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$27,407,319$11,683,146$39,090,465
Land$9,520,000-$9,520,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$16,544,370$662,897▲ $3,227,553-$19,675,392
2022$16,122,488$658,878▲ $1,733,037-$16,544,370
2021$14,626,115$4,427,060▼ $2,212,995-$16,122,488
2020$12,948,297$145,862▲ $2,219,867-$14,626,115
2019$11,350,468$1,371,455▲ $887,934-$12,948,297
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
James K LowderTrustee - Chairman
Dan HarrisTrustee
Dr Laurie Jean WeilTrustee
Eugene StanalandTrustee
Robert BirminghamTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$662,896
Program Service Revenue
$0
Investment Income
$822,516
Other Revenue
$0
All Other Contributions
$662,896
Change in Net Assets
$-16,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$866,825
Grants and Similar Amounts Paid$635,183
Total Fundraising Expense$38,222
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$573,331$152,888$38,222$764,441
Grants to Domestic Orgs$635,183--$635,183
Fees for Service Investment Mgmnt Fees-$102,384-$102,384
Total Functional Expenses$1,208,514$255,272$38,222$1,502,008
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alabama Shakespeare Festival IncMontgomery, AL501(c)(3)General Support Payments for Theatre Operations$635,183
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
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
No
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

“The chairman of the board reviews the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 15

“The trust does not pay compensation, therefore a policy is not applicable.”

Form 990, Part VI, Section C, Line 19

“The organizing documents and financial statements are available to the public upon request. The trust does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Alabama Shakespeare Festival
EIN
63-6183677
Phone
3342715300
Address
ONE FESTIVAL DRIVE, MONTGOMERY, AL 36117

Signing Officer

Name
James K Lowder
Title
Trustee
Phone
3342715300
Signed
2025-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James K Lowder
Formed
1993
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Christine K Cook
Phone
3348347660
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated the festival's tax positions and concluded that the festival had taken no uncertain tax positions that require adjustment to the financial statements.”

Raw XML AppendixShowing 400 of 422 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
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IRS990/AccountsReceivableGrp/BOYAmt01569
IRS990/AccountsReceivableGrp/EOYAmt01569
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0662896
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IRS990/BooksInCareOfDetail/PhoneNum03342715325
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IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036117
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/CYGrantsAndSimilarPaidAmt0635183
IRS990/CYInvestmentIncomeAmt0822516
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IRS990/CYRevenuesLessExpensesAmt0-16596
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01502008
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt0573331
IRS990/DepreciationDepletionGrp/TotalAmt0764441
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IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08746527
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01208514
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0102384
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0102384
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BIRMINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2DR LAURIE JEAN WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm3EUGENE STANALAND
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES K LOWDER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - CHAIRMAN
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt09834422
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL THE MEMBERS OF THIS ORGANIZATION SERVE ON THE BOARD OF THE SUPPORTED ORGANIZATION. AS A RESULT, COMMON SUPERVISION AND CONTROL BY THESE PERSONS ENSURES THE TRUST IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE TRUST HOLDS TITLE TO THE BUILDING AND LAND WHICH THE SUPPORTED ORGANIZATION USES TO FURTHER ITS EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION C, QUESTION 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630652734
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0635183
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALABAMA SHAKESPEARE FESTIVAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0635183
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/BoardDesignatedBalanceEOYPct00.55546
IRS990ScheduleD/BuildingsGrp/BookValueAmt027407319
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011683146
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt039090465
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0102384
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt016544370
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0662897
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt019675392
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0657044
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03227553
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt085627
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt016122488
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0658878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016544370
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01884406
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01733037
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt074414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014626115
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04427060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt016122488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0643278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2212995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt085448
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012948297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0145862
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014626115
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0602463
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02219867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt070713
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011350468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01371455
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012948297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0590847
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0887934
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt09520000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09520000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.44454
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THE FESTIVAL'S TAX POSITIONS AND CONCLUDED THAT THE FESTIVAL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036927319
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0635183
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT PAYMENTS FOR THEATRE OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALABAMA SHAKESPEARE FESTIVAL INC
IRS990ScheduleI/RecipientTable/RecipientEIN0630652734
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE FESTIVAL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTGOMERY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036117
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN OF THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST DOES NOT PAY COMPENSATION, THEREFORE A POLICY IS NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALABAMA SHAKESPEARE FESTIVAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630652734
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THEATRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE FESTIVAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036117
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054482654
IRS990/TotalAssetsEOYAmt056602438
IRS990/TotalAssetsGrp/BOYAmt054482654
IRS990/TotalAssetsGrp/EOYAmt056602438
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0662896
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt038222
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0255272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01208514
IRS990/TotalFunctionalExpensesGrp/TotalAmt01502008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01495657
IRS990/TotalLiabilitiesEOYAmt01227000
IRS990/TotalLiabilitiesGrp/BOYAmt01495657
IRS990/TotalLiabilitiesGrp/EOYAmt01227000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052986997
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055375438
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01208514
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0822516
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01485412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054482654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056602438
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE FESTIVAL DRIVE
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036117
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ASF.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES K LOWDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342715300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA SHAKESPEARE FESTIVAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST

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