Nonprofit · EIN 63-6183677
ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR
Also known as MCINNES D JOSEPH TTEE
Tax-exempt · MONTGOMERY, AL 36117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $2,667,193 | $2,624,002 | $43,191 | $57,798,816 | $1,194,000 | $56,604,816 |
| September 30, 2024 | 990 | $1,485,412 | $1,502,008 | -$16,596 | $56,602,438 | $1,227,000 | $55,375,438 |
| September 30, 2023 | 990 | $1,093,701 | $2,640,643 | -$1,546,942 | $54,482,654 | $1,495,657 | $52,986,997 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,487,351
- Program service revenue
- $0
- Investment income
- $1,179,842
- Net gain from sales of assets
- $862,377
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,810,615
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $700,739
- Program services (functional)
- $2,336,169
- Management and general (functional)
- $252,796
- Fundraising (functional)
- $35,037
Balance sheet and other
- Total assets, start of year
- $56,602,438
- Total assets, end of year
- $57,798,816
- Total liabilities, end of year
- $1,194,000
- Net assets, end of year
- $56,604,816
- Land, buildings and equipment
- $36,226,581
- Publicly traded securities
- $19,326,163
- Net assets without donor restrictions
- $48,381,488
- Net assets with donor restrictions
- $8,223,328
- Gross receipts
- $17,939,720
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1993
- State of legal domicile
- AL
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT BIRMINGHAM | TRUSTEE Trustee or director | 1 | $0 |
| DAN HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| DR LAURIE JEAN WEIL | TRUSTEE Trustee or director | 1 | $0 |
| EUGENE STANALAND | TRUSTEE Trustee or director | 1 | $0 |
| JAMES K LOWDER | TRUSTEE - CHAIRMAN Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT BIRMINGHAM | TRUSTEE Trustee or director | 1 | $0 |
| DAN HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| DR LAURIE JEAN WEIL | TRUSTEE Trustee or director | 1 | $0 |
| EUGENE STANALAND | TRUSTEE Trustee or director | 1 | $0 |
| JAMES K LOWDER | TRUSTEE - CHAIRMAN Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT BIRMINGHAM | TRUSTEE Trustee or director | 1 | $0 |
| DAN HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| DR LAURIE JEAN WEIL | TRUSTEE Trustee or director | 1 | $0 |
| EUGENE STANALAND | TRUSTEE Trustee or director | 1 | $0 |
| JAMES K LOWDER | TRUSTEE - CHAIRMAN Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 FESTIVAL DR, MONTGOMERY, AL 36117-4605
- Principal officer (990 for 2024)
- JAMES K LOWDER, ONE FESTIVAL DRIVE, MONTGOMERY, AL 36117
- Signed the 990
- JAMES K LOWDER, TRUSTEE
- Phone
- (334) 271-5300
- Website
- WWW.ASF.NET
- Return prepared by
- JACKSON THORNTON ADVISORS LLC
Mission
NONE
Program accomplishments
- TO PROVIDE SUPPORT TO THE ALABAMA SHAKESPEARE FESTIVAL, INC.Expenses $2,336,169 · grants $1,810,615
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | Check at the IRS |
IRS record
- EIN
- 63-6183677
- 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
- 1994
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N110)
- Assets (IRS master file)
- $57,798,816
- Income (IRS master file)
- $17,939,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $2,667,193 | $2,624,002 | $57,798,816 | XML |
| 990 | September 2024 | $1,485,412 | $1,502,008 | $56,602,438 | XML |
| 990 | September 2023 | $1,093,701 | $2,640,643 | $54,482,654 | XML |
| 990 | September 2022 | $4,762,114 | $1,379,710 | $54,812,802 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 63-6183677).
Questions about ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR
- What is the EIN of ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR?
- The employer identification number (EIN) of ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR is 63-6183677.
- Is ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR 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 ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR?
- The 990 for the year ended August 31, 2025 names JAMES K LOWDER.
- Who are the officers and directors of ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ALABAMA SHAKESPEARE FESTIVAL ENDOWMENT TR have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $2,667,193, expenses of $2,624,002 and total assets of $57,798,816 at year end.
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All nonprofits in MONTGOMERY · Alabama · Recreation and sports