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Nonprofit · EIN 33-6125358

OLD GLOBE ENDOWMENT TRUST

Tax-exempt · SAN DIEGO, CA 92112

Financials

$2.2M$2.4M2023$2.9M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of OLD GLOBE ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,919,694$2,623,320$296,374$60,439,032$0$60,439,032
December 31, 2023990$2,240,655$2,443,392-$202,737$55,528,209$0$55,528,209
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$765,186
Program service revenue
$0
Investment income
$2,154,508
Net gain from sales of assets
$982,038
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,347,667
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,347,667
Management and general (functional)
$275,653

Balance sheet and other

Total assets, start of year
$55,528,209
Total assets, end of year
$60,439,032
Total liabilities, end of year
$0
Net assets, end of year
$60,439,032
Publicly traded securities
$53,292,015
Net assets without donor restrictions
$40,553,980
Net assets with donor restrictions
$19,885,052
Gross receipts
$10,017,692
Employees
0
Volunteers
11
Year formed
1992
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PAMELA A FARR TRUSTEEINVESTMENT COMMITTEE CHAIR
Trustee or director, Officer
1$0
MARK DELFINO TRUSTEEINVESTMENT COMMITTEE VICE CHAIR
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PAMELA A FARR TRUSTEEINVESTMENT COMMITTEE CHAIR
Trustee or director
1$0
MARK DELFINO TRUSTEEINVESTMENT COMMITTEE VICE-CHAIR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 122171, SAN DIEGO, CA 92112-2171
In care of
% MARK SOMMERS
Principal officer (990 for 2024)
PAMELA A FARR, PO BOX 122171, SAN DIEGO, CA 92112
Signed the 990
MICHELLE L YEAGER, DIRECTOR OF FINANCE
Phone
(619) 231-1941
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-6125358 or by the name OLD GLOBE ENDOWMENT TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended December 31, 2024

Program accomplishments

  • PROGRAM SERVICE EXPENSES RELATED TO HOLDING DONATIONS FOR 501(C)(3) SUPPORTED ORGANIZATION, OLD GLOBE THEATRE.
    Expenses $2,347,667 · grants $2,347,667

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-6125358
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$60,439,032
Income (IRS master file)
$10,017,692

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,919,694$2,623,320$60,439,032XML
990December 2023$2,240,655$2,443,392$55,528,209XML
990December 2022$1,455,134$1,094,936$50,534,896IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-6125358).

Questions about OLD GLOBE ENDOWMENT TRUST

What is the EIN of OLD GLOBE ENDOWMENT TRUST?
The employer identification number (EIN) of OLD GLOBE ENDOWMENT TRUST is 33-6125358.
Is OLD GLOBE ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Which annual return does OLD GLOBE ENDOWMENT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OLD GLOBE ENDOWMENT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OLD GLOBE ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OLD GLOBE ENDOWMENT TRUST?
The 990 for the year ended December 31, 2024 names PAMELA A FARR.
Who are the officers and directors of OLD GLOBE ENDOWMENT TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does OLD GLOBE ENDOWMENT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,919,694, expenses of $2,623,320 and total assets of $60,439,032 at year end.

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