2026-08-25T10:50:50-05:00 2026-03-31 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2025-04-01 042666826 SHAKESPEARE & COMPANY INC SHAK 4136371199 70 KEMBLE STREET LENOX MA 01240 KENNETH WERNER TREASURER 4136371199 2026-08-25 1 DAVID M IRWIN CPA P01435826 4134436408 2026-08-25 2025 2025-03-06 01:10:19Z KENNETH WERNER 70 KEMBLE STREET LENOX MA 01240 10308628 0 X WWW.SHAKESPEARE.ORG X 1978 MA THE MISSION OF SHAKESPEARE & COMPANY IS TO DELIVER A SUSTAINABLE AND (CONTINUED ON SCHEDULE O) VITAL PROGRAM OF PERFORMANCE, TRAINING, AND EDUCATION, INTEGRATED FOR THE DEEPENED EXPERIENCE OF THE ARTISTS, THE AUDIENCE, THE COMPANY, AND THE COMMUNITY. WE EMBRACE THE CORE VALUES OF SHAKESPEARE'S WORK: COLLABORATION, COMMITMENT TO LANGUAGE, VISCERAL EXPERIENCE AND CLASSICAL IDEALS, EXPRESSED WITH PHYSICAL PROWESS AND AN EMBODIED CONTEMPORARY VOICE. 25 23 168 196 66466 0 2580001 6571937 2121939 2397171 3368 93980 184605 234398 4889913 9297486 0 0 0 0 3047534 3184007 10500 0 761590 2066166 2179723 5124200 5363730 -234287 3933756 12992040 14725184 2967702 767090 10024338 13958094 X THE MISSION OF SHAKESPEARE & COMPANY IS TO DELIVER A SUSTAINABLE AND VITAL PROGRAM OF PERFORMANCE, TRAINING, AND EDUCATION, INTEGRATED FOR THE DEEPENED EXPERIENCE OF THE ARTISTS, THE AUDIENCE, THE COMPANY, AND THE COMMUNITY. (CONTINUED ON SCHEDULE O) WE EMBRACE THE CORE VALUES OF SHAKESPEARE'S WORK: COLLABORATION, COMMITMENT TO LANGUAGE, VISCERAL EXPERIENCE AND CLASSICAL IDEALS, EXPRESSED WITH PHYSICAL PROWESS AND AN EMBODIED CONTEMPORARY VOICE. 0 0 2771339 1480657 PERFORMANCE:THE ORGANIZATION PRODUCES LIVE THEATRICAL PERFORMANCES THAT INCLUDE THE BUILDING OF COSTUMES AND SETS FROM ORGANIC RAW MATERIALS AND DESIGNS; ORIGINAL LIGHTING AND SOUND DESIGN AND MUSICAL SCORES. LIVE PERFORMANCES WERE PERFORMED OUTDOORS IN TWO THEATERS AND INSIDE IN TWO FACILITIES. WINTER STAGED READINGS AND PRODUCTION AND LECTURES WERE DEVISED AS WELL. SEATING CAPACITY PER PERFORMANCE VARIED FROM 150 TO 400. 1147729 640088 EDUCATION:FISCAL YEAR 2026 CONSISTED OF MANY EDUCATION PROGRAMS. FALL FESTIVAL OF SHAKESPEARE, A 10 WEEK IN-SCHOOL RESIDENCY IN TEN SCHOOLS WITH PUBLIC PERFORMANCES IN THE SCHOOLS AND ON OUR CAMPUS. NORTHEAST REGIONAL TOUR OF SHAKESPEARE, A 4 MONTH NORTHEAST TOUR OF IN-SCHOOL PERFORMANCES OF NON-EQUITY PRODUCTION OF A SHAKESPEARE PLAY. SHAKESPEARE IN THE COURTS PROJECT, IN COLLABORATION WITH THE BERKSHIRE JUNVENILE COURT ABJUDICATED JUVENILE OFFENDERS WORK WITH ARTISTS AND PARTICIPATE IN CLASSES, REHEARSALS AND PERFORMANCES OF SHAKESPEARE SCENES. RIOTOUS YOUTH, SUMMER ACTING CAMP FOR CHILDREN AND TEENS THAT INTRODUCE THEM TO THE LANGUAGE, STORY, CHARACTERS AND IDEAS IN THE SHAKESPEARE PLAYS. RESIDENCIES, LOCAL AND (CONTINUED ON SCHEDULE O) NON-LOCAL IN-SCHOOL PROGRAMS WITH TEAMS OF TEACHERS, DIRECTORS AND TECHNICAL STAFF WORKING IN COLLABORATION WITH EDUCATORS TO INTRODUCE STUDENTS TO SHAKESPEARE. SHAKESPEARE & YOUNG COMPANY, DESIGNED TO FURTHER DEVELOP YOUNG ACTORS AND EMPOWER THEM AS CREATIVE INDIVIDUALS. PROFESSIONAL DEVELOPMENT WORKSHOPS, FOR TEACHERS AND TEACHING ARTISTS, ONE-WEEK WORKSHOPS HELD IN THE SUMMER TO HELP CREATE SHAKESPEARE LEARNING ON STAGE AND IN CLASSROOMS. 461677 403295 TRAINING:THE CENTER FOR ACTOR TRAINING OFFERS A WIDE RANGE OF ACTING WORKSHOPS FOR PROFESSIONAL ARTISTS AT VARIOUS STAGES IN THEIR CAREERS, FROM UNIVERSITY STUDENTS TO ADVANCED PROFESSIONALS. THE TRAINING IS BASED ON TEACHING METHODS DEVELOPED BY ORGANIZATION FOUNDERS INCLUDING TINA PACKER AND KRISTIN LINKLATER, AND HAS EVOLVED FOR MORE THAN 40 YEARS THROUGH THE COLLABORATION OF SPECIALIZED TEACHERS IN EVERY DISCIPLINE. MONTH-LONG INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS MID-CAREER PROFESSIONAL ACTORS WHICH FOCUSES ON MULTI-FACETED SHAKESPERIAN PRINCIPLES. SUMMER SHAKESPEARE INTENSIVE - 4 WEEK PROGRAM GEARED TOWARDS UNDER-GRADUATE THEATER MAJORS, RECENT GRADUATES AND EARLY-CAREER PROFESSIONAL ACTORS. (CONTINUED ON SCHEDULE O)WE ALSO OFFER MANY WEEKEND INTENSIVE TRAININGS AS WELL AS WEEK-LONG FOCUSED TRAININGS. 4380745 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 168 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X BELTON ALLYN BURROWS 4136371199 70 KEMBLE STREET LENOX MA 01240 BELTON ALLYN BURROWS ARTISTIC DIRECTOR 40.00 X X 92043 0 23319 CHRISTINA PACKER FOUNDING TRUSTEE 40.00 X 47931 0 1846 KEVIN COLEMAN FOUNDING TRUSTEE/DIR. OF EDUCATION 40.00 X 56595 0 1846 KELLY GALVIN ARTIST TRUSTEE 10.00 X 0 0 0 BEVERLY HYMAN CHAIR 1.00 X X 0 0 0 JEFFREY B KONOWITCH VICE CHAIR 1.00 X X 0 0 0 KENNETH WERNER TREASURER 1.00 X X 0 0 0 KAREN KOWGIOS PRIOR TREASURER THRU OCT 2025 1.00 X X 0 0 0 MICHAEL A MILLER CLERK 1.00 X X 0 0 0 HENRY BAKER TRUSTEE 1.00 X 0 0 0 SANDRA BOURGEOIS TRUSTEE 1.00 X 0 0 0 PHOEBE GIDDON TRUSTEE 1.00 X 0 0 0 MICHAEL HELFER TRUSTEE 1.00 X 0 0 0 ANITA HELLER TRUSTEE 1.00 X 0 0 0 JENIFER SALZBERG TRUSTEE 1.00 X X 0 0 0 GREG LIPPER TRUSTEE 1.00 X 0 0 0 BARRI MARKS TRUSTEE 1.00 X 0 0 0 RICARDO MORALES TRUSTEE 1.00 X 0 0 0 BARRY R SHAPIRO TRUSTEE 1.00 X 0 0 0 LICIA SKY TRUSTEE 1.00 X 0 0 0 MARY BRABECK TRUSTEE 1.00 X 0 0 0 BONNIE SAKS TRUSTEE 1.00 X 0 0 0 ROBERT B STRASSLER TRUSTEE 1.00 X 0 0 0 JOHN DOUGLAS THOMPSON ARTIST TRUSTEE 1.00 X 0 0 0 ANDREW B WEINBERGER TRUSTEE 1.00 X 0 0 0 MARYANN HOUSE TRUSTEE 1.00 X 0 0 0 IRINA SHIFRIN TRUSTEE 1.00 X 0 0 0 WENDY CALKINS FORMER FINANCE DIRECTOR 40.00 X 50375 0 0 MARTHA READ FINANCE DIRECTOR 40.00 X 22979 0 367 SUSANNAH GOREY DIRECTOR OF DEVELOPMENT 40.00 X 120193 0 0 390116 0 27378 1 0 0 0 0 382573 182184 6007180 2850000 6571937 ADMISSIONS AND FEES 711110 1172736 1172736 EDUCATION PROGRAMS 711190 640088 640088 TRAINING PROGRAMS 711190 403295 403295 PROGRAM ADS & SPONSORS 541800 181052 114586 66466 2397171 2930 2930 193335 0 193335 193335 193335 991508 900458 91050 91050 91050 82700 382573 70697 12003 12003 69047 39987 29060 29060 9297486 2524040 66466 135043 266910 155497 49560 61853 2393479 2025616 367863 21088 17420 385 3283 223259 184261 5152 33846 279271 247463 3012 28796 327 327 29050 29050 379728 189635 45538 144555 219248 216672 2576 71247 32805 18017 20425 35293 28980 662 5651 45216 45216 402480 340266 6528 55686 61115 59040 99 1976 23921 19761 437 3723 535428 530434 4994 171698 137358 25755 8585 FINANCE CHARGES AND BAN 104460 77106 27354 PERFORMANCE MATERIALS 45045 45045 EVENTS & HOSPITALITY 43972 21536 22436 MISCELLANEOUS 11495 6634 4525 336 5363730 4380745 221395 761590 27900 111057 824945 1529800 360000 180000 25255 27420 4604 4604 47593 30590 18006878 8015165 11698513 9991713 3230 0 2850000 12992040 14725184 198656 289264 514522 477826 2254524 2967702 767090 X 9070215 10329272 954123 3628822 10024338 13958094 12992040 14725184 3933756 0 X 0 1 X 1 0 X 2723784 2570376 3796637 2580001 3721937 15392735 2723784 2570376 3796637 2580001 3721937 15392735 1070861 14321874 87223 113346 170263 134549 196265 701646 50370 26922 44085 32347 66466 220190 8218 8218 16322789 10073173 0.87740 0.90720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 115565 115565 115565 115565 115565 115565 115565 115565 115565 115565 1.00000 0 0 797379 797379 16634635 7833715 8800920 279993 144271 135722 294871 37179 257692 9991713 DONATED REAL ESTATE HELD FOR FUTURE SALE 2850000 2850000 X 9297486 0 9297486 0 9297486 5363730 0 5363730 0 5363730 PART V, LINE 4: DONOR RESTRICTED PRINCIPAL TO BE HELD IN PERPETUITY AND THE REVENUE FROM WHICH IS EXPENDABLE AS PROVIDED BY THE DONOR. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. GALA 465273 382573 82700 25941 37756 7000 465273 382573 82700 25941 37756 7000 70697 12003 X 1 2850000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE OFFICERS OF THE GOVERNING BODY AT THE BOARD MEETING IMMEDIATELY PRECEDING THE TAX FILING. ORAL APPROVAL IS GIVEN BY THE OFFICERS TO THE RESPONSIBLE SENIOR OFFICER TO SIGN AND FILE THE TAX RETURN. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AND/OR EXECUTIVE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY. ALL TRUSTEES AND KEY EMPLOYEES OF THE COMPANY ARE ASKED ANNUALLY TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM. IN ADDITION, THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH DISCUSSIONS AT BOARD MEETINGS AND ANNUAL SIGN-OFFS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE COMPENSATION AND SEARCH COMMITTEE. COMPENSATION IS BASED ON INDUSTRY STANDARD USING PEER GROUP 990S AND OTHER COMPARABLE INFORMATION. AN OUTSIDE SEARCH FIRM WAS USED TO REVIEW COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC DURING REGULAR BUSINESS HOURS UPON A REQUESTED APPOINTMENT.