Nonprofit · EIN 93-6041618
OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC
Tax-exempt · ASHLAND, OR 97520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $5,601,859 | $4,459,994 | $1,141,865 | $31,833,723 | $441,399 | $31,392,324 |
| October 31, 2023 | 990 | $1,118,830 | $6,361,721 | -$5,242,891 | $26,805,265 | $349,006 | $26,456,259 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,542,187
- Program service revenue
- $0
- Investment income
- $3,059,672
- Net gain from sales of assets
- $2,267,063
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,308,002
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $22,100
- Program services (functional)
- $4,308,002
- Management and general (functional)
- $151,992
Balance sheet and other
- Total assets, start of year
- $30,342,221
- Total assets, end of year
- $31,833,723
- Total liabilities, end of year
- $441,399
- Net assets, end of year
- $31,392,324
- Publicly traded securities
- $23,336,345
- Net assets without donor restrictions
- $3,004,621
- Net assets with donor restrictions
- $28,387,703
- Gross receipts
- $5,684,937
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1966
- State of legal domicile
- OR
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIM BOND | OSF ARTISTIC DIRECTOR Officer | 2 | $0 | $310,401 | $27,892 |
| KAMILAH LONG THROUGH 012025 | OSF CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $192,394 | $18,716 |
| ARIANA SPIEGLER | OSF FINANCE DIRECTOR Officer | 0.5 | $0 | $164,137 | $23,447 |
| JAVIER DUBON | OSF INTERIM EXECUTIVE DIRECTOR Officer | 1 | $0 | $141,519 | $14,620 |
| GABRIELLA CALICCHIO THROUGH 062025 | EXECUTIVE DIRECTOR Officer | 50 | $0 | $86,784 | $1,704 |
| ROYAL STANDLEY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SID DEBOER STARTING 62025 | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JANET FRATELLA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PAUL CHRISTY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLOTTE LIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE HITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER RYEN | CHIEF PHILANTROPHY OFFICER Officer | 50 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID SCHMITZ | OSF EXECUTIVE DIRECTOR Officer | 1 | $0 | $417,391 | $34,729 |
| ERIC JOHNSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PAUL CHRISTY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| M'LISS MOORE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHILIP PAROIAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIDNEY COOPER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RUDD JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLOTTE LIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVE HITZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ROYAL STANDLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JANET FRATELLA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| TYLER HOKAMA | OSF INTERIM EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 | $0 |
| ARIANA SPIEGLER | OSF FINANCE DIRECTOR Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 158, ASHLAND, OR 97520-0158
- Principal officer (990 for 2024)
- ROYAL STANDLEY, PO BOX 158, ASHLAND, OR 97520
- Signed the 990
- ROYAL STANDLEY, PRESIDENT, BOARD OF TRUSTEES
- Phone
- (541) 482-2111
- Website
- WWW.OSFASHLAND.ORG
- Return prepared by
- MCDONALD JACOBS PC
Mission
TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A PUBLICLY-SUPPORTED 501(C)(3) ORGANIZATION.
Program accomplishments
- 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
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | Check at the IRS |
IRS record
- EIN
- 93-6041618
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1992
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A116)
- Assets (IRS master file)
- $31,833,723
- Income (IRS master file)
- $5,684,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $5,601,859 | $4,459,994 | $31,833,723 | XML |
| 990-T | October 2025 | – | – | – | IRS |
| 990-T | October 2024 | – | – | – | IRS |
| 990 | October 2023 | $1,118,830 | $6,361,721 | $26,805,265 | XML |
| 990-T | October 2023 | – | – | – | IRS |
| 990 | October 2022 | $1,883,457 | $1,776,292 | $31,163,322 | IRS |
| 990-T | October 2022 | – | – | – | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990-T | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | 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 93-6041618).
Questions about OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC
- What is the EIN of OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC?
- The employer identification number (EIN) of OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC is 93-6041618.
- Is OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC 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 OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC?
- The 990 for the year ended October 31, 2025 names ROYAL STANDLEY.
- Who are the officers and directors of OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC?
- The 990 for the year ended October 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does OREGON SHAKESPEAREAN FESTIVAL ENDOWMENT FUND INC have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $5,601,859, expenses of $4,459,994 and total assets of $31,833,723 at year end.
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