2026-09-14T10:33:50-05:00 2025-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-11-01 936041618 OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND OREG 5414822111 PO BOX 158 ASHLAND OR 97520 ROYAL STANDLEY PRESIDENT, BOARD OF TRUSTEES 5414822111 2026-09-14 1 1 SANG AHN P00540880 5032270581 2024 ROYAL STANDLEY PO BOX 158 ASHLAND OR 97520 5684937 0 X WWW.OSFASHLAND.ORG X 1966 OR TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. 6 6 0 6 0 0 4534 2542187 0 0 894915 3059672 0 0 899449 5601859 1434035 4308002 0 0 0 0 0 0 0 168908 151992 1602943 4459994 -703494 1141865 30342221 31833723 335778 441399 30006443 31392324 X TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A PUBLICLY-SUPPORTED 501(C)(3) ORGANIZATION. 0 0 4308002 4308002 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. 4308002 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OR CA WA X X ARIANA SPIEGLER 5414822111 15 SOUTH PIONEER STREET ASHLAND OR 975200158 ROYAL STANDLEY PRESIDENT 1.00 X X 0 0 0 SID DEBOER STARTING 62025 BOARD MEMBER 0.50 X 0 0 0 JANET FRATELLA BOARD MEMBER 0.50 X 0 0 0 PAUL CHRISTY BOARD MEMBER 0.50 X 0 0 0 CHARLOTTE LIN BOARD MEMBER 1.00 1.30 X 0 0 0 DAVE HITZ BOARD MEMBER 1.00 1.30 X 0 0 0 TIM BOND OSF ARTISTIC DIRECTOR 2.00 50.00 X 0 310401 27892 KAMILAH LONG THROUGH 012025 OSF CHIEF DEVELOPMENT OFFICER 2.00 50.00 X 0 192394 18716 ARIANA SPIEGLER OSF FINANCE DIRECTOR 0.50 50.00 X 0 164137 23447 JAVIER DUBON OSF INTERIM EXECUTIVE DIRECTOR 1.00 50.00 X 0 141519 14620 GABRIELLA CALICCHIO THROUGH 062025 EXECUTIVE DIRECTOR 50.00 1.00 X 0 86784 1704 JENNIFER RYEN CHIEF PHILANTROPHY OFFICER 50.00 1.00 X 0 0 0 0 895235 86379 0 0 1 0 0 2542187 2542187 792609 792609 2350141 83078 2267063 2267063 2267063 5601859 0 0 3059672 4308002 4308002 22100 22100 86037 86037 16300 16300 27555 27555 4459994 4308002 151992 0 744751 873518 3752452 3711181 20581693 23336345 5252325 3901679 11000 11000 30342221 31833723 12210 61866 323568 379533 335778 441399 X 1659543 3004621 28346900 28387703 30006443 31392324 30342221 31833723 X 1141865 343477 -99461 X X 0 1 X 1 0 X X 1 OREG SHKSPR FESTIVAL 930407022 7 1 4308002 0 1 4308002 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30006443 2542187 3403149 4308002 251453 31392324 26456259 4534 5182721 1434035 203036 30006443 30784836 15065 2018079 6250000 111721 26456259 38664051 70280 -6173203 1639785 136507 30784836 31072455 269165 9641851 2224836 94584 38664051 0.09571 0.55677 0.34752 0 0 0 LIMITED PARTNERSHIP INTERESTS 3901679 F 3901679 OBLIGATION UNDER GIFT ANNUITIES 379533 379533 X PART V, LINE 4: THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 OREGON SHAKESPEARE FESTIVAL ASSOCIATION PO BOX 158 ASHLAND OR 97520 930407022 501(C)(3) 4308002 0 FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY. 1 0 PART I, LINE 2: PURSUANT TO ITS ARTICLES OF INCORPORATION, THE ORGANIZATION PROVIDES ONLY ONE GRANT, AND THAT IS TO THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION. MONITORING OF THE GRANT FUNDS IS CARRIED OUT THROUGH TRUSTEE INVOLVEMENT WITH THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION ON A CONSISTENT AND REGULAR BASIS. 0 0 0 0 0 0 0 0 0 TIM BOND OSF ARTISTIC DIRECTOR 0 310401 0 0 0 0 0 8745 0 19147 0 338293 0 0 KAMILAH LONG THROUGH 012025 OSF CHIEF DEVELOPMENT OFFICER 0 192394 0 0 0 0 0 0 0 18716 0 211110 0 0 ARIANA SPIEGLER OSF FINANCE DIRECTOR 0 164137 0 0 0 0 0 4778 0 18669 0 187584 0 0 JAVIER DUBON OSF INTERIM EXECUTIVE DIRECTOR 0 141519 0 0 0 0 0 4339 0 10281 0 156139 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE SECRETARY OR TREASURER OF THE BOARD OF TRUSTEES REVIEWS THE FORM 990 IN DEPTH PRIOR TO ITS FILING. THE PRESIDENT PROVIDES COMPLETE COPIES OF THE FORM 990 AND HIS COMMENTS ON IT TO THE OTHER TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES IS ANNUALLY ASKED TO DISCLOSE ON A WRITTEN FORM ANY REAL OR POTENTIAL CONFLICT OF INTEREST. THESE FORMS ARE COLLECTED BY THE EXECUTIVE DIRECTOR OF OSF AND ARE AVAILABLE FOR REVIEW BY THE INDEPENDENT AUDITOR. AT ANY MEETING OF THE TRUSTEES, A TRUSTEE IS EXPECTED TO RECUSE HIMSELF OR HERSELF FROM ANY ACTION WHERE A POTENTIAL CONFLICT OF INTEREST MIGHT EXIST. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE NO PROCEDURES FOR COMPENSATION BECAUSE NONE OF THE OFFICERS RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE AVAILABLE UPON REQUEST. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF GIFT ANNUITIES -99,461. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OREGON SHAKESPEARE FESTIVAL ASSOCIATION PO BOX 158 ASHLAND OR 97520 930407022 LIVE AND DIGITAL THEATRE OR 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0