2024-03-05T19:27:41-07:00 2023-10-31 990 2022-11-01 382420887 STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA STRA 2485677876 co VarnumLLP 480 PierceSt Suite 300 Birmingham MI 48009 JOHN GARDNER CHAIR 5192710055 2024-03-05 JOHN GARDNER 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z X John Gardner 56085 Cedar Road Mishawaka IN 46545 3962432 0 X X 1982 MI The Stratford Shakespearean Festival of America (FOA) receives tax-deductible contributions within the United States in support of Shakespearean and other classical and contemporary theatre. FOA provides a communication vehicle for member groups who support the Festival through education programs, audience development and fund raising activities. FOA promotes interest in, and the study of, the arts, through two educational programs: workshops in Michigan that introduce students to Shakespeare and support teachers in the drama-based teaching of Shakespeare's plays, and support of the Birmingham Conservatory for Classical Theatre Training. 9 9 0 9 0 0 3445387 3924632 670 17910 858 19890 0 0 3446915 3962432 7100250 3811367 0 0 0 0 0 0 0 131342 122857 7231592 3934224 -3784677 28208 1853435 1880906 81556 86093 1771879 1794813 The Stratford Shakespearean Festival of America (FOA) receives tax-deductible contributions within the United States in support of Shakespearean and other classical and contemporary theatre. FOA provides a communication vehicle for member groups who support the Festival through education programs, audience development and fund raising activities. FOA promotes interest in, and the study of, the arts, through two educational programs: workshops in Michigan that introduce students to Shakespeare and support teachers in the drama-based teaching of Shakespeare's plays, and support of the Birmingham Conservatory for Classical Theatre Training. 0 0 3458714 3458714 0 TOTAL REVENUE GENERATED BY THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2022 WAS $3,962,432. FOA AWARDED $3,458,714 IN GRANTS IN SUPPORT OF THE STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA'S ACTIVITIES IN 2022. 58,435 TICKETS WERE SOLD FOR THE STRATFORD SHAKESPEAREAN FESTIVAL TO VISITORS ORIGINATING IN THE UNITED STATES IN 2022. FOA MAINTAINS LOW OPERATING EXPENSES AND IS ABLE TO DEDICATE THE MAJORITY OF FUNDS IT RAISES TO SUPPORT THE CREATION OF SHAKESPEAREAN AND OTHER CLASSICAL THEATRE. 352653 352653 0 THE TOTAL REVENUE GENERATED BY THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2022 WAS $3,962,432. FOA AWARDED $352,653 IN GRANT SUPPORT OF THE STRATFORD SHAKESPEAREAN FESTIVAL ENDOWMENT FOUNDATION ("ENDOWMENT"). THE ENDOWMENT HAS HELPED FUND SPECIFIC INITIATIVES INCLUDING NEW PLAY DEVELOPMENT, EDUCATION AND CLASSICAL THEATRE COACHING, AUDIENCE OUTREACH AND ENHANCEMENT OF THE STRATFORD THEATRE FACILITIES. 6812 0 17910 THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") HOLDS EDUCATIONAL WORKSHOPS IN MICHIGAN THAT INTRODUCE STUDENTS TO SHAKESPEARE IN A DYNAMIC AND ENGAGING WAY, SUPPORTS TEACHER IN THE DRAMA-BASED TEACHING OF SHAKESPEARE'S PLAY AND BUILDS AWARENESS IN MICHIGAN OF THE STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA. THIS PROGRAM GENERATE REVENUE OF $17,910 AND EXPENSES OF $6,812 IN 2022. 0 0 0 3818179 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA CT DC FL HI IL KY MA MD MI MN MS NC NH NJ NM NY OH OK OR PA UT VA WA WI X MARION BURR 8005611233 55 QUEEN STREET PO BOX 520 STRATFORD ON CA N5A6V2 JOHN GARDNER TRUSTEE/CHAIR 1 X X 0 0 0 CATHERINE ARIAS TRUSTEE/TREASURER 1 X X 0 0 0 KEVIN TURNER TRUSTEE/VICE-CHAIR 1 X X 0 0 0 MARTHA SCHUBERT TRUSTEE/SECRETARY 1 X X 0 0 0 VIVIENNE LEE TRUSTEE 1 X 0 0 0 MATTHEW PICKUS TRUSTEE 1 X 0 0 0 ERICA PERESMAN TRSUTEE 1 X 0 0 0 CINDY PERSON TRUSTEE 1 X 0 0 0 MARTHA THORNTON MONTZKA TRUSTEE 1 X 0 0 0 ROB GORLIN EX-OFFICIO 1 X 0 0 0 ANITA GAFFNEY EX-OFFICIO 1 X 0 0 0 MARION BURR ASST SECRETARY 1 X 0 0 0 DARRYL HURAS ASSISTANT TREASURER 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3924632 130029 3924632 EDUCATION PROGRAM 900099 17910 17910 0 0 0 0 0 0 17910 19890 0 0 19890 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3962432 17910 0 19890 0 3811367 3811367 58179 58179 19089 19089 530 530 6812 6812 BANK AND CREDIT CARD FEE 26698 0 26698 0 GAIN LOSS ON FOREIGN EXCHANGE 10680 0 10680 0 BAD DEBT EXPENSE 869 0 869 0 3934224 3818179 116045 0 606076 692609 0 0 1232136 1180505 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15223 7792 0 0 0 0 0 0 1853435 1880906 24992 31701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56564 54392 81556 86093 X 766919 825236 1004960 969577 1771879 1794813 1853435 1880906 28208 -5274 0 0 0 0 X 0 1 X 1 0 X 5435122 5367608 4306062 3445387 3924632 22478811 0 0 0 0 0 0 0 0 5435122 5367608 4306062 3445387 3924632 22478811 4410095 18068716 29874 10231 -1934 858 19890 58919 0 0 0 0 0 0 27918 2953 552 670 17910 50003 22587733 0.79993 0.81853 X Schedule A, Part II, Line 10 EDUCATION PROGRAM RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GIFT ANNUITY LIABILITIES 54392 54392 3962432 0 0 0 0 0 3962432 0 0 0 3962432 3939498 0 0 0 5274 5274 3934224 0 0 0 3934224 Schedule D, Part XII, Line 2d ACTUARIAL CHANGE IN GIFT ANNUITY LIABILITY 1 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking OPERATIONS 3458714 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking ENDOWMENT 352653 0 0 3811367 North America (including Canada and Mexico, but not the United States) OPERATIONS 3458714 WIRE 0 North America (including Canada and Mexico, but not the United States) ENDOWMENT 352653 WIRE 2 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 FOA IS A FRIENDS OF ORGANIZATION THAT SUPPORTS THE STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA AND STRATFORD SHAKESPEAREAN FESTIVAL ENDOWMENT FOUNDATION. ALL CHARITABLE ORGANIZATIONS ARE LOCATED IN STRATFORD, ONTARIO, CANADA. THE BOARD RECEIVES AND REVIEWS GRANT REQUESTS AND RECEIVES REPORTS FROM THE RECIPIENT ORGANIZATIONS ON A QUARTERLY BASIS. X 9 130029 TRADING VALUE 0 0 0 0 Form 990, Part VI, Section B, Line 11b THE ASSISTANT SECRETARY SENDS AN ELECTRONIC COPY OF FORM 990 TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES AT LEAST 12 DAYS BEFORE THE RETURN IS DUE TO BE FILED. (TAKING FILING EXTENSIONS INTO ACCOUNT.) A MESSAGE ACCOMPANYING THE COPY OF THE FORM 990 INFORMS EACH TRUSTEE THAT HE OR SHE HAS 10 DAYS TO SUBMIT TO THE TREASURER QUESTIONS OR COMMENTS THAT SUCH TRUSTEE MAY HAVE REGARDING THE RETURN. THE QUESTIONS OR COMMENTS OF THE TRUSTEES ARE RESOLVED WITH THE TREASURER AND FOA'S COUNSEL OR ACCOUNTANT PRIOR TO FINALIZING THE FORM 990 FOR FILING. Form 990, Part VI, Section B, Line 12c EACH TRUSTEE, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE AND AFFIRMATION STATEMENT. IN ADDITION, FOA CONDUCTS PERIODIC REVIEWS TO ENSURE ADHERENCE TO POLICIES. Form 990, Part VI, Section C, Line 19 THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.