2025-12-16T08:51:18-06:00 2025-07-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-08-01 521405988 THE SHAKESPEARE THEATRE SHAK 2025473230 516 8TH STREET WASHINGTON DC 200032834 ANGELA GIERAS EXECUTIVE DIRECTOR 2025473230 2025-12-15 1 0 CHRISTOPHER G LEHMAN P02033500 4105840060 2024 2025-03-06 01:10:19Z ANGELA GIERAS 516 8TH STREET WASHINGTON DC 200032834 21087648 0 X WWW.SHAKESPEARETHEATRE.ORG X 1985 DC SHAKESPEARE THEATRE COMPANY CREATES WORLD-CLASS (SEE SCHEDULE O FOR CONTINUATION) 38 37 480 400 0 0 11932549 8009990 12805620 10834462 328574 465535 3677405 1107636 28744148 20417623 35167 89838 0 0 10859078 11929604 0 0 2588749 14939002 13002156 25833247 25021598 2910901 -4603975 67730499 65453793 16042237 18013008 51688262 47440785 X THE SHAKESPEARE THEATRE COMPANY CREATES, PRESERVES AND PROMOTES CLASSIC THEATRE-AMBITIOUS, ENDURING PLAYS WITH UNIVERSAL THEMES-FOR ALL AUDIENCES. THROUGH THE CREATION OF PROVOCATIVE, IMAGINATIVE, AND ACCESSIBLE THEATRE, STC IGNITES A DIALOGUE THAT CONNECTS THE UNIVERSALITY OF CLASSIC WORKS TO THE SHARED HUMAN EXPERIENCES OF THE MODERN WORLD. 0 0 16004043 9531341 PERFORMING ARTS PROGRAMS: AT STC, A CLASSICAL PLAY IS DEFINED NOT ONLY BY THE CALIBER OF ITS LANGUAGE, BUT BY THE TIMELESSNESS OF THE HUMAN EXPERIENCES AND DILEMMAS IT ADDRESSES AND THE PROFOUND QUESTIONS IT POSES. FAMILY, LOVE, POWER, CORRUPTION, ARE ALL THEMES WITH RELEVANCE TO PEOPLE REGARDLESS OF BACKGROUND, WHICH ARE ESPECIALLY TIMELY IN LIGHT OF CURRENT NATIONAL AND INTERNATIONAL POLITICAL, SOCIAL, AND ECONOMIC CHALLENGES.SINCE ITS FOUNDING IN 1985, STC HAS STAGED MORE THAN 150 PRODUCTIONS, INCLUDING EVERY PLAY IN SHAKESPEARE'S RECOGNIZED CANON, AND REACHED OVER 2.5 MILLION AUDIENCE MEMBERS. STC PRODUCES 6-7 MAINSTAGE PRODUCTIONS ANNUALLY. ARTISTIC DIRECTOR SIMON GODWIN CULTIVATES A SEASON OF NEW AND CLASSIC THEATRE RANGING FROM SHAKESPEARE PLAYS TO NEW REVIVALS AND WORLD PREMIERES, NEW COMMISSIONS, MUSICALS, AND INTERNATIONAL PRESENTATIONS, TELLING VITAL STORIES IN AUDACIOUS, NEW WAYS THAT SPEAK TO A WIDE AUDIENCE.SHAKESPEARE IS OUR MUSE, AND STC'S FRESH TAKES ON WELL-KNOWN PLAYS SOLIDIFIED STC'S REPUTATION AS T "THE NATION'S FOREMOST SHAKESPEARE COMPANY" (THE WALL STREET JOURNAL) (PRODUCING "A REPERTORY OF CLASSICS THAT NO NEW YORK THEATRE OF SIMILAR SIZE AND SCALE CAN MATCH" (THE NEW YORK TIMES). STC HAS ATTRACTED MAJOR RECOGNITION INCLUDING THE 2012 REGIONAL THEATRE TONY AWARD AND 100+ HELEN HAYES AWARDS.THE THEATRE COMMISSIONS ADAPTATIONS OF CLASSIC PLAYS SUCH AS AESCHYLUS'S "THE ORESTEIA" IN 2019, ADAPTED BY ELLEN MCLAUGHLIN AND "PETER PAN AND WENDY," AN ADAPTATION OF J.M. BARRY'S EARLY 20TH C. NOVEL BY AMERICAN PLAYWRIGHT LAUREN GUNDERSON. ARTISTIC DIRECTOR SIMON GODWIN HAS EXPANDED INTO AMERICAN CLASSICS, PRODUCING JAMES BALDWIN'S "THE AMEN CORNER" IN 2020, THE FIRST MAJOR PRODUCTION SINCE ITS 1955 PREMIERE AT HOWARD UNIVERSITY AND THORNTON WILDER'S PULITZER PRIZE WINNING OUR TOWN IN 2022. EQUITY, ACCESSIBILITY AND INCLUSIVITY ARE CORE TO STC'S MISSION. TO MAKE THE THEATRE MORE ACCESSIBLE, STC OFFERS FREE OR DISCOUNTED TICKETS TO STUDENTS, VETERANS, SENIORS, YOUNG PROFESSIONALS, AND OTHER COMMUNITY GROUPS THAT COULD NOT ATTEND OTHERWISE. STC'S COMMUNITY ENGAGEMENT PROGRAMS ARE FREE TO THE PUBLIC AND INCLUDE DISCUSSIONS CURATED BY STC'S STAFF, PODCASTS FEATURING INTERVIEWS WITH ARTISTS AND DIRECTORS FROM CURRENT PRODUCTIONS, PERFORMANCES BY LOCAL ARTISTS AND ART ORGANIZATIONS, WORKSHOPS, AND MORE.OUR TICKET AND SUBSCRIPTION SALES SHOW WE'RE DOING WORK THAT AUDIENCES ARE CLAMORING FOR: BETWEEN FY19 AND FY24, OUR SINGLE TICKET SALES ROSE 194% AND SUBSCRIPTIONS INCREASED BY 122%, BUCKING NATIONAL TRENDS IN THE THEATRE INDUSTRY. 1275122 89838 1303121 EDUCATION PROGRAMSSTC'S LEARNING DEPARTMENT HAS PROVIDED ARTS EDUCATION EXPERIENCES TO MORE THAN 100,000 CHILDREN AND ADULTS OVER THE PAST SEVERAL DECADES. THROUGH ACCESSIBLE, HIGH-CALIBER EDUCATION PROGRAMS LED BY PROFESSIONAL TEACHING ARTISTS, STC TOUCHES PEOPLE OF ALL AGES AND BACKGROUNDS, AND THROUGH STC ACADEMY, ITS GRADUATE TRAINING PROGRAM, STC FOSTERS THE NEXT GENERATION OF CLASSICAL ARTISTS. RENAMED STC LEARNING, THE LEARNING TEAM MAINTAINS LONGTIME PARTNERSHIPS WITH ALL DC PUBLIC AND PUBLIC CHARTER SCHOOLS, AS WELL AS NUMEROUS SCHOOLS IN MARYLAND AND VIRGINIA. WORKING WITH LOCAL TEACHERS, STC INTEGRATES COMMON CORE-ALIGNED THEATRE ARTS EDUCATION PROGRAMMING INTO INDIVIDUAL CLASSROOMS. FOLLOWING SUCCESS DURING THE PANDEMIC, STC HAS DEVELOPED INNOVATIVE ONLINE PROGRAMS TO SERVE STUDENTS ACROSS THE COUNTRY. STC OFFERS A VARIETY OF EDUCATIONAL PROGRAMMING. THE LEARNING DEPARTMENT OFFERS THREE LEVELS OF ENGAGEMENT FOR MIDDLE AND HIGH SCHOOL STUDENTS: 1) STUDENT MATINEES, THE LARGEST EDUCATIONAL PROGRAM, BRING STUDENTS FROM THE DC, MARYLAND, AND VIRGINIA TO THE THEATRE FOR AN STC MATINEE AT VERY LOW COST, PROVIDING MANY STUDENTS THEIR FIRST INTRODUCTION TO LIVE THEATRE. PERFORMANCES ARE SUPPLEMENTED BY PRE-SHOW EDUCATIONAL MATERIALS AND POST-SHOW TALKBACKS; 2) WORKSHOPS PROVIDE TEACHING ARTISTS TO LOCAL CLASSROOMS FOR STUDENTS AND TEACHERS STUDYING SHAKESPEARE, USING PERFORMANCE-BASED ACTIVITIES TO PROMOTE ACTIVE LEARNING; AND 3) RESIDENCIES PROVIDE A CLASSROOM WITH 10 TEACHING ARTIST-LED WORKSHOPS, DURING WHICH STUDENTS EXPLORE PLAYS THROUGH A VARIETY OF LENSES INCLUDING SET DESIGN, COSTUMES, CHARACTER DEVELOPMENT, TEXT DISSECTION, AND MORE. STUDENTS THEN CHOOSE ONE OF THESE PLAYS AND CREATE A SCENE BASED ON WHAT THEY'VE LEARNED IN THEIR WORKSHOPS; THE WORK CULMINATES WITH STUDENTS FROM EACH CLASS PERFORMING THEIR SCENE AT A "FESTIVAL DAY" FOR FRIENDS AND FAMILY. STC ALSO OFFERS A VARIETY OF YEAR-ROUND ACTING CLASSES FOR YOUTH AND ADULTS, 10 WEEKS OF CAMP SHAKESPEARE EACH SUMMER FOR AGES 5 18, AND ADULT CLASSES IN ACTING AND PROFESSIONAL DEVELOPMENT FOR BOTH AMATEUR AND PROFESSIONAL ACTORS. REGULAR FREE PROGRAMS INCLUDE DISCUSSIONS AND "ASIDES," STC'S DRAMATURGICAL MAGAZINE PRODUCED FOR EACH PLAY.STC'S COMMUNITY ENGAGEMENT PROGRAMS BUILD CONNECTIONS WITH DC RESIDENTS AND LOCAL ARTISTS. IN PARTNERSHIP WITH HOWARD UNIVERSITY AND THE NATIONAL MUSEUM FOR AFRICAN AMERICAN HISTORY AND CULTURE, ACCESSIBLE PUBLIC PROGRAMMING WAS PROVIDED THROUGH A MONTH-LONG "AMEN BALDWIN! FESTIVAL" TO COMPLEMENT THE FIRST PRODUCTION OF JAMES BALDWIN'S AMEN CORNER SINCE IT PREMIERED AT HOWARD IN THE 1950S. THE FESTIVAL OFFERED A FILM SERIES, PERFORMANCES, EXHIBITIONS, LECTURES, AND MORE. STC REGULARLY PROVIDES DEMONSTRATIONS AND EDUCATIONAL MATERIALS FOR LOCAL FESTIVALS AND OFFERS VOLUNTEER AND APPRENTICE OPPORTUNITIES FOR COLLEGE STUDENTS.IN PARTNERSHIP WITH GEORGE WASHINGTON UNIVERSITY, STC HAS A MASTER OF FINE ARTS DEGREE TO TRAIN THE NEXT GENERATION OF ACTORS. THE ACADEMY FOR CLASSICAL ACTING (ACA) IS FULLY ACCREDITED AND HIGHLY COMPETITIVE. NOW IN ITS 25TH YEAR, THE ACA TYPICALLY ACCEPTS ONLY 18-20 APPLICANTS EACH YEAR TO ENSURE RIGOROUS, INTENSIVE TRAINING. STUDENTS OFTEN SERVE AS UNDERSTUDIES IN MAJOR STC PRODUCTIONS, AND ALUMNI PERFORM IN PROFESSIONAL THEATRE COMPANIES AROUND THE COUNTRY. 17279165 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 155 0 1 480 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 37 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE SHAKESPEARE THEATRE 2025473230 516 8TH STREET WASHINGTON DC 200032834 ANITA ANTENUCCI CHAIR 10.00 X X 0 0 0 ABBE DAVID LOWELL VICE-CHAIR 10.00 X X 0 0 0 MICHAEL PAESE TREASURER 4.00 X X 0 0 0 EMILY LENZNER SECRETARY 4.00 X X 0 0 0 SIMON GODWIN ARTISTIC DIRECTOR 40.00 X X 364737 0 126098 ANGELA GIERAS EXECUTIVE DIRECTOR (NEW-PARTIAL YEAR) 40.00 X X 95577 0 495 NICHOLAS W ALLARD BOARD MEMBER 2.00 X 0 0 0 MICHAEL BAHAR BOARD MEMBER 2.00 X 0 0 0 JEFFREY D BAUMAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL BERISS BOARD MEMBER 2.00 X 0 0 0 ROHIT BHAYANA BOARD MEMBER 2.00 X 0 0 0 LANDON BUTLER BOARD MEMBER 2.00 X 0 0 0 MONICA DIXON BOARD MEMBER 2.00 X 0 0 0 STEVE ELMENDORF BOARD MEMBER 2.00 X 0 0 0 DR MARK EPSTEIN BOARD MEMBER 2.00 X 0 0 0 STEPHANIE ERKILETIAN BOARD MEMBER 2.00 X 0 0 0 NICOLE FRANCIS REYNOLDS BOARD MEMBER 2.00 X 0 0 0 SCOTT FRISCH BOARD MEMBER 2.00 X 0 0 0 MICHELLE GILLIS BOARD MEMBER 2.00 X 0 0 0 BARBARA HARMAN BOARD MEMBER 2.00 X 0 0 0 JANENE JACKSON BOARD MEMBER 2.00 X 0 0 0 SCOTT KAUFMANN BOARD MEMBER 2.00 X 0 0 0 SUDHAKAR KESAVAN BOARD MEMBER 2.00 X 0 0 0 SHARAPAT KESSLER BOARD MEMBER 2.00 X 0 0 0 MICHAEL R KLEIN BOARD MEMBER 2.00 X 0 0 0 J KENDALL LOTT BOARD MEMBER 2.00 X 0 0 0 GAIL MACKINNON BOARD MEMBER 2.00 X 0 0 0 BERNARD F MCKAY BOARD MEMBER 2.00 X 0 0 0 MAUREEN MCMURPHY BOARD MEMBER 2.00 X 0 0 0 DR MICHELLE MCMURRAY-HEATH BOARD MEMBER 2.00 X 0 0 0 MELISSA A MOSS BOARD MEMBER 2.00 X 0 0 0 KARISHMA SHAH PAGE BOARD MEMBER 2.00 X 0 0 0 DAME KAREN PIERCE DCMG BOARD MEMBER 2.00 X 0 0 0 VINCENT ROBERTI BOARD MEMBER 2.00 X 0 0 0 KATHY RONDON BOARD MEMBER 2.00 X 0 0 0 STEPHEN M RYAN BOARD MEMBER 2.00 X 0 0 0 MICHAEL SCHONEFIELD BOARD MEMBER 2.00 X 0 0 0 SUMEET SHRIVASTAVA BOARD MEMBER 2.00 X 0 0 0 ROB WILDER BOARD MEMBER 2.00 X 0 0 0 LAURA WILLUMSEN SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 187440 0 12963 NEAL RACIOPPO SENIOR DIRECTOR OF MARKETING AND PUBLIC RELATIONS 40.00 X 138907 0 25488 JAMES ROEMER SENIOR DIRECTOR OF ADMINISTRATION 40.00 X 135809 0 14125 JOANNA BARNHOUSE ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 X 120769 0 10854 JOSEPH SMELSER SENIOR DIRECTOR OF PRODUCTION 40.00 X 118048 0 21696 SHELAGH GRIMSHAW DIRECTOR OF CORPORATE AND GOVERNMENT RELATIONS 40.00 X 109754 0 8308 1271041 0 220027 7 0 1 0 UNITED EDUCATIONAL TRAVEL 2470 STEARNS STREET 349 SIMI VALLEY CA 93063 TOUR PACKAGE SERVICES 376008 DUFOUR & PRODUCTIONS LLC 1901 N FORT MYER DR SUITE 502 ARLINGTON VA 22209 CONSULTING SERVICES 252042 GCOM SOFTWARE LLC 9175 GUILFORD RD SUITE 101 COLUMBIA MD 21046 TECHNOLOGY CONSULTING SERVICES 248911 BERKELEY REPERTORY THEATRE 999 HARRISON STREET BERKELEY CA 94704 ARTISTIC PRODUCTION SERVICES 237808 HUNTINGTON THEATER COMPANY 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 ARTISTIC PRODUCTION SERVICES 190909 5 1143787 6866203 8009990 PRODUCTIONS 711110 8712480 8712480 EDUCATIONAL PROGRAMS 711110 1303121 1303121 TOUR INCOME AND BOOKINGS 711110 477808 477808 CONCESSIONS AND OTHER SALES 711110 341053 341053 10834462 465535 465535 0 1143787 670025 -670025 -670025 OTHER INCOME 711110 1777661 1777661 1777661 20417623 12612123 0 -204490 89838 89838 1271042 1075486 116561 78995 8506482 6604937 1010496 891049 239804 205636 26918 7250 1076060 893371 87975 94714 836216 660792 94781 80643 21756 21756 30427 30427 2445480 1553536 81255 810689 667484 667097 387 334736 286503 6191 42042 554291 554291 470585 470585 2041679 2006679 35000 189929 132228 32275 25426 1038435 295486 697716 45233 1957508 1957508 225724 225724 MISCELLANEOUS 1206581 936488 152671 117422 PRODUCTION 846189 845897 292 LOSS ON ABANDONDED PROJ 538885 538885 CATERING 359922 315 359607 72545 72545 25021598 17279165 5153684 2588749 5161081 746500 1352617 2069254 1127175 166528 690044 639842 91659970 37446471 50763946 54213499 7647243 5273076 988393 2345094 67730499 65453793 1832620 2511079 3536532 3693972 10673085 10176214 0 1631743 16042237 18013008 X 48067799 42883346 3620463 4557439 51688262 47440785 67730499 65453793 -4603975 356498 0 X X 0 1 X 1 0 X 13097956 13137766 7499661 11932549 8009990 53677922 1227880 8924214 6897306 12805620 10834462 40689482 14325836 22061980 14396967 24738169 18844452 94367404 0 0 0 94367404 164122 309508 252406 328574 465535 1520145 164122 309508 252406 328574 465535 1520145 155705 697016 899928 2817876 4570525 14645663 23068504 15549301 27884619 19309987 100458074 0.93940 0.93360 0.01510 0.01260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 5500 5500 0 PART II-B, LINE 1: LOBBYIST ON RETAINER 1747586 130953 1878539 1565958 181628 1747586 1429494 136464 1565958 1689180 -259686 1429494 1355038 334142 1689180 1.00000 0 0 12548037 12548037 62398978 32378730 30020248 4834220 3089225 1744995 6885256 1978516 4906740 4993479 4993479 54213499 MUTUAL FUNDS 553731 F INVESTMENT POOL 1726555 F FIXED INCOME FUNDS 1117755 F EXCHANGE TRADED FUNDS 1875035 F 5273076 LEASE LIABILITY 1631743 1631743 X 21444146 356498 670025 1026523 20417623 0 20417623 25691623 670025 670025 25021598 0 25021598 PART V, LINE 4: THE THEATRE'S ENDOWMENT CONSISTS OF ONE FUND ESTABLISHED FOR SUPPORT OF THE PERFORMING ARTS. PART X, LINE 2: THE THEATRE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE DISTRICT OF COLUMBIA INCOME TAX LAWS AND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS. GAAP PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE THEATRE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE FISCAL YEAR ENDED JULY 31, 2025, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JULY 31, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE THEATRE FILES TAX RETURNS. IT IS THE THEATRE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 670,025. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 670,025. X 0 GALA 516 8TH STREET WASHINGTON DC 20003 0 1000571 0 1000571 WILL ON THE HILL 516 8TH STREET WASHINGTON DC 20003 0 71566 0 71566 1072137 1072137 GALA 1000571 1000571 35000 212992 8750 349792 WILL ON THE HILL 71566 71566 16464 2013 8158 1 71650 71650 32962 3894 1143787 1143787 35000 262418 10763 361844 670025 -670025 0 0 0 0 0 0 0 0 0 SIMON GODWIN ARTISTIC DIRECTOR 364737 0 0 0 0 0 100000 0 26098 0 490835 0 0 0 LAURA WILLUMSEN SENIOR DIRECTOR OF DEVELOPMENT 187440 0 0 0 0 0 3744 0 9219 0 200403 0 0 0 NEAL RACIOPPO SENIOR DIRECTOR OF MARKETING AND PUB 138907 0 0 0 0 0 4154 0 21334 0 164395 0 0 0 A DISTRICT OF COLUMBIA 536001131 2010-11-30 10500000 REFINANCING 0 0 0 A 10500000 26250 17221 10456529 1 0 1 1 A 1 0 0 1 1 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X FMV 0 0 0 FORM 990, PART I, LINE 1 SHAKESPEARE PRODUCTIONS AND INNOVATIVE CONTEMPORARY WORK, ADDRESSING THE MOST URGENT QUESTIONS WITH SCALE AND AUDACITY. SHAKESPEARE INSPIRES US TO SEE OURSELVES BETTER. A STATUE COMES TO LIFE; A YOUNGEST DAUGHTER BRINGS DOWN A KING; A PRINCE FINDS WISDOM IN THE SKULL OF A FOOL. SHAKESPEARE EVOKES OUR COMMON HUMANITY WITH IMAGES ENGRAVED ON OUR HEARTS. ACROSS TWO STAGESHARMAN HALL AND THE KLEIN THEATREAND IN HUNDREDS OF CLASSROOMS ACROSS THE NATION, STC IS A LEARNING SPACE WHERE DIFFERENT GENERATIONS GATHER, UNIFIED BY A SHARED CURIOSITY ABOUT OUR TIME TOGETHER ON EARTH AND THE POWER OF GREAT STORIES TO MAKE A DIFFERENCE. STC'S MISSION IS GROUNDED IN FOUR PILLARS OF MEANING: THEATRE, SHAKESPEARE, AUDACITY & VITALITY, AND COMMUNITY & EMPATHY. WE TELL STORIES THAT ARE SHAKESPEAREAN IN THE DEEPEST SENSE, EVEN IF (AND ESPECIALLY WHEN) THEY ARE NOT WRITTEN BY OUR HOUSE DRAMATIST. WE CREATE IMPACTFUL WORK ON AND OFF THE STAGE, AIMED AT SHOWCASING THE COMMON THREADS THAT BIND US ALL. STC PRESENTS 5-7 MAJOR PRODUCTIONS ANNUALLY, AND OUR ACADEMY MASTERS' STUDENTS PRESENT 2-4 SMALLER-SCALE PRODUCTIONS OF SHAKESPEARE AND OTHER PLAYWRIGHTS. THE LEARNING DEPARTMENT PROVIDES CLASSES, CAMPS, AND IN-SCHOOL ARTS EDUCATION PROGRAMS, AND OUR ACTIVE COMMUNITY PROGRAMS ENGAGE GROUPS ACROSS THE REGION OF ALL AGES. THROUGH THESE AND OTHER ACTIVITIES STC REACHES APPROXIMATELY 150,000 AUDIENCE MEMBERS AND PARTICIPANTS EACH YEAR. THERE ARE TWO THEATER SPACES, BOTH CONVENIENTLY LOCATED DOWNTOWN. SIDNEY HARMAN HALL WAS OPENED IN 2007, WITH A MAXIMUM CAPACITY OF 761, HARMAN HALL OFFERS FLEXIBLE STAGING FOR VIRTUALLY EVERY KIND OF PERFORMANCE AND STAGE SPECIFICATIONS THAT ARE THE MOST TECHNICALLY ADVANCED IN THE INDUSTRY. THE HARMAN HALL STAGE CAN BE ALTERED TO A THRUST, END STAGE OR PROSCENIUM CONFIGURATION AND BOASTS A FULLY TRAPPED FLOOR. THE THEATRE IS NAMED FOR THE LATE DR. SIDNEY HARMAN, A NOTED PHILANTHROPIST AND LONG-TIME TRUSTEE AND BENEFACTOR OF STC. ADDITIONALLY, THE KLEIN THEATRE OFFERS AN AUDIENCE OF UP TO 437 A CLASSIC PROSCENIUM STAGE, MAKING IT AN INTIMATE SPACE FOR DRAMATIC THEATRE, ENSEMBLE MUSIC, AND DANCE. THE THEATRE IS SET IN A BEAUTIFULLY RESTORED 19TH-CENTURY BUILDING IN THE HEART OF WASHINGTON'S LIVELY ARTS DISTRICT. THE KLEIN IS A JEWELBELOVED BY ITS ESTABLISHED AUDIENCES FOR OVER 30 YEARS. IT IS NAMED FOR MICHAEL R. KLEIN, PAST CHAIRPERSON OF STC. STC HAS PURCHASED A NEW PROPERTY NEAR OUR TWO EXISTING THEATERS. FOLLOWING A RENOVATION, IT WILL SERVE AS OUR NEW ADMINISTRATIVE HEADQUARTERS AND WILL ALSO INCLUDE LARGER REHEARSAL SPACES THAT MIMIC THE FOOTPRINTS OF OUR THEATRES, AN UP-TO-DATE COSTUME SHOP, WELCOMING SPACES FOR OUR LEARNING PROGRAMS. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE SCOTT KAUFMANN IS A PRINCIPLE OF JM ZELL PARTNERS LTD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. THE APPROVED FORM 990 IS THEN CIRCULATED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO BOARD MEMBERS. THE BOARD CHAIRMAN REVIEWS ANY CONFLICTS OF INTEREST THAT ARE IDENTIFIED AND DETERMINES WHETHER ACTUAL CONFLICTS OF INTEREST EXIST. TO ENSURE THE THEATRE OPERATES IN ACCORDANCE WITH THE HIGHEST FIDUCIARY STANDARDS APPLICABLE TO NON-PROFIT CORPORATIONS, THE BOARD, THE COMPENSATION COMMITTEE OR ANOTHER COMMITTEE APPOINTED BY THE CHAIR OF THE BOARD OF TRUSTEES CONDUCT PERIODIC REVIEWS THAT INCLUDE, AT A MINIMUM, FINDINGS ON THE FOLLOWING SUBJECTS: -WHETHER THE THEATRE'S COMPENSATION ARRANGEMENTS AND BENEFITS ARE THE RESULT OF ARM'S-LENGTH BARGAINING AND, BASED ON COMPETENT SURVEY INFORMATION, ARE REASONABLE. -WHETHER THEATRE'S ARRANGEMENTS WITH THIRD PARTIES ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT CRITERIA OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE THEATRE'S PURPOSES AND DO NOT RESULT IN PRIVATE INCUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION UNDER THE CODE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE AND KEY EMPLOYEE COMPENSATION IS RECOMMENDED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES BASED UPON COMPARATIVE DATA COLLECTED FROM A SALARY SURVEY CONDUCTED BY THE THEATRE COMMUNICATIONS GROUP (TCG), A NATIONAL SERVICE ORGANIZATION FOR THE NON-PROFIT THEATER COMMUNITY. THE RECOMMENDATION IS THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE SHAKESPEARE THEATRE MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. BOTH PROCESSES HAVE NOT CHANGED FROM PRIOR YEAR. HARMAN CENTER LLC 516 8TH ST SE WASHINGTON DC 20004 REAL ESTATE PROPERTY DE SHAKESPEARE THEATER