2024-12-18T14:41:46-07:00 2024-10-31 990 2023-11-01 382420887 STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA STRA 2485677876 co Varnum LLP 480 Pierce St No 300 Birmingham MI 48009 JOHN GARDNER CHAIR 5192710055 2024-12-23 1 2023 2024-10-15 13:58:12Z John Gardner 56085 Cedar Road Mishawaka IN 46545 3374632 0 X X 1982 MI The purpose of the Stratford Shakespearean Festival of America (FOA) is to support Shakespearean and other classical and contemporary theatre and related programs. FOA receives financial contributions within the United States, grants funds to support these purposes and conducts other activities to heighten awareness of them and foster relationships within the United States, such as education programs, fundraising, and audience development. 12 12 0 26 0 0 3924632 3344104 17910 16093 19890 14435 0 0 3962432 3374632 3811367 3323954 0 0 0 0 0 0 0 122857 111585 3934224 3435539 28208 -60907 1880906 1816305 86093 84194 1794813 1732111 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 3126102 3126102 0 TOTAL REVENUE GENERATED BY STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2023 WAS $3,374,632. FOA AWARDED $3,126,102 IN GRANTS IN SUPPORT OF STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA'S ACTIVITIES IN 2023. 60,061 TICKETS WERE SOLD FOR STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA TO VISITORS ORIGINATING IN THE UNITED STATES IN 2023. 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. 197852 197852 0 THE TOTAL REVENUE GENERATED BY THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") IN 2023 WAS $3,374,632. FOA AWARDED $197,852 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. 10783 0 16093 THE STRATFORD SHAKESPEAREAN FESTIVAL OF AMERICA ("FOA") HOLDS EDUCATIONAL WORKSHOPS IN MICHIGAN THAT INTRODUCE STUDENTS TO SHAKESPEARE IN A DYNAMIC AND ENGAGING WAY, SUPPORTS TEACHERS IN THE DRAMA-BASED TEACHING OF SHAKESPEARE'S PLAYS AND BUILDS AWARENESS IN MICHIGAN OF THE STRATFORD SHAKESPEAREAN FESTIVAL OF CANADA. THIS PROGRAM GENERATED REVENUE OF $16,093 AND EXPENSES OF $10,783 IN 2023. 0 0 0 3334737 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 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X DARRYL HURAS 5192710055 55 QUEEN STREET PO BOX 520 STRATFORD ON CA N5A6V2 X JOHN GARDNER TRUSTEE/CHAIR 1 0 X X 0 0 0 KEVIN TURNER TRUSTEE/VICE-CHAIR 1 0 X X 0 0 0 CATHERINE ARIAS TRUSTEE/TREASURER 1 0 X X 0 0 0 MARTHA SCHUBERT TRUSTEE/SECRETARY 1 0 X X 0 0 0 LINDA REXER TRUSTEE/PAST CHAIR 1 0 X 0 0 0 LISA DOBBIN TRUSTEE 1 0 X 0 0 0 JULIA KEIM TRUSTEE 1 0 X 0 0 0 VIVIENNE LEE TRUSTEE 1 0 X 0 0 0 ERICA PERESMAN TRSUTEE 1 0 X 0 0 0 MATTHEW PICKUS TRUSTEE 1 0 X 0 0 0 JOHN PTASZNIK TRUSTEE 1 0 X 0 0 0 MARTHA THORNTON MONTZKA TRUSTEE 1 0 X 0 0 0 DAVID ADAMS EX-OFFICIO 1 0 X 0 0 0 MARION BURR ASST SECRETARY 1 0 X 0 0 0 DARRYL HURAS ASSISTANT TREASURER 1 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3344104 265432 3344104 EDUCATION PROGRAM 900099 16093 16093 0 0 0 0 0 0 16093 14435 0 0 14435 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3374632 16093 0 14435 3323954 3323954 50602 50602 20168 20168 573 573 10783 10783 BANK AND CREDIT CARD FEES 27065 0 27065 0 GAIN LOSS ON FOREIGN EXCH. 1763 0 1763 0 BAD DEBT 631 0 631 0 3435539 3334737 100802 0 692609 1066683 0 0 1180505 737384 0 10500 0 0 0 0 0 0 0 0 0 0 0 0 7792 1738 0 0 0 0 0 0 1880906 1816305 31701 31938 0 0 0 0 0 0 0 0 0 0 0 0 0 0 54392 52256 86093 84194 X 825236 1211136 969577 520975 1794813 1732111 1880906 1816305 -60907 -1795 0 0 0 0 X 0 1 X 1 0 X 5367608 4306062 3445387 3924632 3344104 20387793 0 0 0 0 0 0 0 0 0 0 0 0 5367608 4306062 3445387 3924632 3344104 20387793 967393 19420400 10231 -1934 858 19890 14435 43480 0 0 0 0 0 0 2953 552 670 17910 16093 38178 20469451 0.94875 0.79993 X Schedule A, Part II, Line 10 Education Program RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 GIFT ANNUITY LIABILITY 52256 52256 3374632 0 0 0 0 0 3374632 0 0 0 3374632 3435539 0 0 0 0 0 3435539 0 0 0 3435539 1 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Operations 3126102 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Endowment 197852 0 0 3323954 North America (including Canada and Mexico, but not the United States) Operations 3126103 Wire 0 North America (including Canada and Mexico, but not the United States) Endowment 197851 Wire 0 2 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 FOA is a friends organization that supports 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 organization on a quarterly basis. X 1 0 Appraised by Marvin Post, Attic Books, 240 Dundas Street London, ON. BofC fx rate 1.29 07-23-23 X 16 265432 Trading Value 0 0 1 1 Schedule M, Part I, Line 32b Contributions of Publicly traded securities may be processed by a third party investment broker hired by the organization. Schedule M, Part I, Line 33 Sketch of John Wojda as Valentine, 1980, Twelfth Night Form 990, Part VI, Section B, Line 11b The Assistant Secretary sends an electronic copy of Form 990 to each of the voting members of the Board of Trustees at least 12 days before the return is due to be filed. A message accompanying the copy of the form 990 informs each trustee that they have 10 days to submit their questions or comments to the Treasurer. The questions and comments are resolved before filing. Form 990, Part VI, Section B, Line 12c Annually the Board of Trustees completes a conflict of interest disclosure statement. In addition FOA conducts periodic reviews to ensure adherence to the policies. Form 990, Part VI, Section C, Line 19 FOA makes its governing documents, conflict of interest policy and financial statements available to the public upon request.