2026-06-18T15:58:50-05:00 2025-08-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-09-01 131844852 NEW YORK SHAKESPEARE FESTIVAL NEWY 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 MURRAY ABELES CHIEF FINANCIAL OFFICER 2125398500 2026-05-01 1 0 MICHAEL WALLACE P00881958 2126972299 2024 2025-03-06 01:10:19Z THE PUBLIC THEATER JOE'S PUB PATRICK WILLINGHAM 425 LAFAYETTE STREET NEW YORK NY 10003 80142065 0 X WWW.PUBLICTHEATER.ORG X 1954 NY THROUGH THE PUBLIC THEATER, SHAKESPEARE IN THE PARK AND JOE'S PUB, NYSF IS DEDICATED TO DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE. 48 46 884 46 0 0 39736942 49498019 10801953 9568679 2727522 1521880 7865782 11277032 61132199 71865610 516954 32805 0 0 31318316 29906939 1031543 1205239 6854029 20111311 23397249 52978124 54542232 8154075 17323378 175040479 211099194 47084322 61597828 127956157 149501366 X AS THE NATION'S FOREMOST PRODUCER OF SHAKESPEARE AND NEW WORK, THE PUBLIC THEATER IS DEDICATED TO ACHIEVING ARTISTIC EXCELLENCE WHILE DEVELOPING AN AMERICAN THEATER THAT IS ACCESSIBLE AND RELEVANT TO ALL PEOPLE THROUGH PRODUCTIONS OF CHALLENGING NEW PLAYS, MUSICALS AND INNOVATIVE STAGINGS OF THE CLASSICS. 0 1 17300992 5912707 ANNUAL SEASONTHE PUBLIC THEATER'S FLAGSHIP SEASON AT 425 LAFAYETTE STREET AND ASTOR PLACE FEATURES A DIVERSE LINEUP OF NEW PLAYS, MUSICALS, SHAKESPEARE, AND OTHER CLASSICS ACROSS FIVE THEATERS. PROGRAMMING ENGAGES AUDIENCES, BOTH ONSTAGE AND OFF, WITH SOME OF TODAY'S MOST IMPORTANT IDEAS AND SOCIAL ISSUES. HIGHLIGHTS OF THE 2024-25 SEASON INCLUDE THREE NORTH AMERICAN PREMIERES: COUNTING AND CRACKING WRITTEN BY S. SHAKTHIDHARAN AND PRESENTED IN PARTNERSHIP WITH NYU SKIRBALL; DEEP HISTORY BY DAVID FINNIGAN; AND GLASS. KILL. WHAT IF IF ONLY. IMP. BY CARYL CHURCHILL. THE SEASON ALSO FEATURED TWO NEW YORK PREMIERES: GOOD BONES BY JAMES IJAMES AND SUMO BY LISA SANAYE DRING, THE LATTER PRESENTED IN PARTNERSHIP WITH MA-YI THEATRE COMPANY. IN ADDITION, GATZ RETURNED WITH ELEVATOR REPAIR SERVICE FOR ITS FINAL NEW YORK CITY PRODUCTION. 5950841 FREE SHAKESPEARE IN THE PARKFREE SHAKESPEARE IN THE PARK AT THE DELACORTE THEATER EXEMPLIFIES THE PUBLIC'S MISSION TO PROVIDE WORLD-CLASS PRODUCTIONS AT NO COST. SINCE ITS LAUNCH, MORE THAN 6 MILLION PEOPLE HAVE ATTENDED OVER 160 PRODUCTIONS, FEATURING PERFORMANCES BY BOTH RISING AND RENOWNED ARTISTS. TICKETS ARE DISTRIBUTED FREE OF CHARGE ACROSS ALL FIVE BOROUGHS THROUGH A VARIETY OF ACCESS-FOCUSED METHODS. IN 2025, FOLLOWING AN 18-MONTH HIATUS FOR A COMPLETE REVITALIZATION OF THE DELACORTE THEATER, FREE SHAKESPEARE IN THE PARK RETURNED TO CENTRAL PARK WITH AN ALL-STAR PRODUCTION OF TWELFTH NIGHT. 7560742 3587559 JOE'S PUBJOE'S PUB REFLECTS THE DIVERSITY OF ITS COMMUNITY THROUGH A WIDE RANGE OF PERFORMANCES IN MUSIC, FILM, AND DANCE. THE VENUE PRESENTS APPROXIMATELY 700 SHOWS ANNUALLY TO MORE THAN 100,000 PEOPLE AND HAS HOSTED OVER 18,000 PERFORMANCES BY GRAMMY AWARD WINNERS, BROADWAY STARS, AND EMERGING ARTISTS ACROSS NUMEROUS GENRES. THE 24/25 SEASON FEATURED NIGHTLY PERFORMANCES BY BOTH RETURNING AND NEW ARTISTS, INCLUDING PATTI SMITH, CAMERON WINTER, TANYA TAGAQ, JUSTIN VIVIAN BOND, SARAH JONES, MATHIS PICARD, GIANMARCO SORESI, CHARLENE KAYE, YOUNGMI MAYER, AND SANDRA BERNHARD. IN 2024, JOE'S PUB HOSTED ITS FOURTH ANNUAL HABIBI FESTIVAL, A WEEK-LONG CELEBRATION OF MIDDLE EASTERN AND NORTH AFRICAN ARTISTS. VANGUARD RESIDENT ARTIST MARGARET CHO CURATED A QUARTERLY SERIES THAT CULMINATED IN A PERFORMANCE AT THE ANNUAL JOE'S PUB GALA. 8683751 32805 426122 CIVIC ARTISTIC PROGRAMSCIVIC ARTISTIC PROGRAMS IS THE PUBLIC'S HUB FOR EXPANDING ACCESS, FOSTERING CIVIC ENGAGEMENT, AND ADVANCING COMMUNITY-FOCUSED ARTISTIC INNOVATION BY BUILDING MEANINGFUL CONNECTIONS WITH COMMUNITY ORGANIZATIONS AND THEIR MEMBERS.THE MOBILE UNITTHE MOBILE UNIT REACHES PAST ECONOMIC AND GEOGRAPHIC BARRIERS TO THE ARTS BY MEETING COMMUNITIES WHERE THEY ARE, STAGING THEATER PRODUCTIONS AND PROGRAMS AT NO COST IN LOCAL NEIGHBORHOOD VENUES AND SPACES ACROSS NYC'S FIVE BOROUGHS. IN 2025, THE MOBILE UNIT PRESENTED A BI-LINGUAL ADAPTATION OF MUCH ADO ABOUT NOTHING BY JULIAN MESRI AND REBECCA MARTINEZ.PUBLIC WORKSPUBLIC WORKS AIMS TO RESTORE AND BUILD COMMUNITY BY CONNECTING PEOPLE THROUGH THE CREATION OF EXTRAORDINARY WORKS OF ART. IN 2025, PUBLIC WORKS PRESENTED A FREE CONCERT EXPERIENCE OF PERICLES, CONCEIVED BY TROY ANTHONY, INVOLVING HUNDREDS OF COMMUNITY MEMBERS AND PRESENTED AT THE CATHEDRAL OF ST. JOHN THE DIVINE. ADDITIONALLY, PUBLIC WORKS PROVIDED YEAR-ROUND PROGRAMMING THROUGH WEEKLY CLASSES, MONTHLY GATHERINGS, WORKSHOPS, AND ACCESS TO PERFORMANCES. THESE ACTIVITIES WERE OFFERED IN PARTNERSHIP WITH EIGHT LONG-STANDING ORGANIZATIONS: CHILDREN'S AID (MANHATTAN), THE FORTUNE SOCIETY (QUEENS), DREAMYARD (BRONX), BROWNSVILLE RECREATION CENTER (BROOKLYN), DOMESTIC WORKERS UNITED (STATEN ISLAND AND CITYWIDE), CASITA MARIA CENTER FOR ARTS AND EDUCATION (BRONX), CENTER FOR FAMILY LIFE IN SUNSET PARK (BROOKLYN), AND MILITARY RESILIENCE FOUNDATION (CITYWIDE).NEW WORK DEVELOPMENT & ANCILLARY PROGRAMSTHE PUBLIC'S EARLY CAREER WORKING GROUP SUPPORTS EARLY-CAREER ARTISTS WITH COLLABORATIVE PROGRAMS THAT NURTURE TALENT AND PROVIDE RESOURCES AT CRITICAL MOMENTS IN THEIR DEVELOPMENT.EMERGING WRITERS GROUP (EWG) FOSTERS ARTISTIC AND PROFESSIONAL GROWTH FOR PLAYWRIGHTS AND OTHER GENERATIVE ARTISTS IN THE EARLY STAGES OF THEIR CAREERS. WRITERS ARE SELECTED BIENNIALLY FOR A TWO-YEAR FELLOWSHIP THAT INCLUDES A STIPEND, BI-WEEKLY GROUP SESSIONS, AND SPECIAL SESSIONS WITH ESTABLISHED PLAYWRIGHTS. THE RESIDENCY CULMINATES IN THE SPOTLIGHT SERIES, A FESTIVAL OF NEW WORK BY MEMBERS OF THE EWG COHORT. IN 24/25, THE PUBLIC DEEPENED ITS SUPPORT FOR THE PROGRAM BY:-TAILORING ARTISTIC DEVELOPMENT AND GROUP RETREATS TO THE COHORT'S EVOLVING NEEDS -PRODUCING THE SPOTLIGHT SERIES, FEATURING TEN READINGS OF NEW PLAYS BY THE MEMBERS OF THE EWG.-EXPANDING NETWORKING OPPORTUNITIES WITH LEADERS IN FILM AND TELEVISIONTHE 23/25 EWG COHORT INCLUDED KARINA BILLINI, TOMMY ENDTER, JESSE JAE HOON, HUMAIRA IQBAL, CELESTE JENNINGS, NINA KI, GLORIA OLADIPO, VALEN-MARIE SANTOS, AMITA SHARMA, AND AL SIERRA.JOE'S PUB WORKING GROUPJOE'S PUB WORKING GROUP (JPWG) SUPPORTS 4-6 EARLY-CAREER MUSICIANS AND PERFORMANCE ARTISTS ANNUALLY, OFFERING CURATORIAL SUPPORT, REHEARSAL SPACE, AND MANY ADMINISTRATIVE RESOURCES. ARTISTS ARE SELECTED FOR THEIR STRONG NARRATIVE VOICES AND ENCOURAGED TO EXPLORE PERFORMANCE-BASED STORYTELLING AND SONGWRITING. THE 2025-2026 JPWG COHORT INCLUDES DANIEL EMOND, GREGORY RICHARDSON, KATE DOUGLAS, MAFER BANDOLA, AND POOJA REDDY.NEW YORK VOICESNEW YORK VOICES WAS CREATED IN RESPONSE TO THE DECLINE IN ALBUM SALES AND AIMS TO SUPPORT MUSICIANS IN DEVELOPING NEW LIVE PERFORMANCE WORK. THE PROGRAM COMMISSIONS AT LEAST THREE ARTISTS PER YEAR, HELPING THEM DEVELOP A FULL SHOW, ACCESS FUNDING, AND EXPAND TOURING POTENTIAL. ARTISTS ALSO RECEIVE FINISHING FUNDS TO COMPLETE THEIR PROJECTS. THE 2024-2025 COHORT INCLUDED DAN FISHBACK, MALI OBOMSAWIN & JAKE BLOUNT, BARSHA & JO LAMPERT, AND SARAH ELIZABETH CHARLES.ARTISTS-IN-RESIDENCETHE PUBLIC THEATER OFFERS SALARIED RESIDENCIES TO GIVE ARTISTS TIME, SPACE, AND RESOURCES TO DEVELOP THEIR WORK.-WRITER-IN-RESIDENCE: SUZAN-LORI PARKS-ARTIST-IN-RESIDENCE: SHAINA TAUB-RESIDENCY: THE APOTHETAE: A TWO-YEAR COLLABORATION WITH ACTOR AND DISABILITY RIGHTS ADVOCATE GREGG MOZGALA TO EXPLORE SHAKESPEARE THROUGH A DISABILITY LENS.-TOW PLAYWRIGHT-IN-RESIDENCE: ELSE WENT-DIRECTING FELLOW: EMMA WENT 8683751 32805 426122 39496326 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 505 0 1 884 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 48 46 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY NJ PA CA GA FL IL MA MI MN RI VA CO CT WA DC X X X MARK ROWAN 2125398500 425 LAFAYETTE STREET NEW YORK NY 10003 LUIS MIRANDA JR CO-CHAIR 6.00 X X 0 0 0 PAT FILI-KRUSHEL CO-CHAIR 5.00 X X 0 0 0 KENNY LEON CO-VICE CHAIR 3.00 X X 0 0 0 ALISA AMAROSA WOOD CO-VICE CHAIR 3.00 X X 0 0 0 MYCHAL HARRISON TREASURER 4.00 X X 0 0 0 GORDON J DAVIS ESQ SECRETARY 3.00 X X 0 0 0 KWAME ANTHONY APPIAH BOARD MEMBER 1.00 X 0 0 0 ANDREA E BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 JASON BLUM BOARD MEMBER 1.00 X 0 0 0 MICHAEL BOSWORTH BOARD MEMBER 1.00 X 0 0 0 MARY SCHMIDT CAMPBELL BOARD MEMBER 1.00 X 0 0 0 KURT CHAUVIERE BOARD MEMBER 1.00 X 0 0 0 LEE DANIELS BOARD MEMBER 1.00 X 0 0 0 LISA E DAVIS BOARD MEMBER 1.00 X 0 0 0 YRTHYA DINZEY-FLORES BOARD MEMBER 2.00 X 0 0 0 SUSAN EDELSTEIN BOARD MEMBER 1.00 X 0 0 0 ERIC ELLENBOGEN BOARD MEMBER 1.00 X 0 0 0 HILARY C FESHBACH BOARD MEMBER 1.00 X 0 0 0 PETER FINE BOARD MEMBER 1.00 X 0 0 0 DANAI GURIRA BOARD MEMBER 1.00 X 0 0 0 ANNE HATHAWAY BOARD MEMBER 1.00 X 0 0 0 CHRIS HOGBIN BOARD MEMBER 1.00 X 0 0 0 MAXINE ISAACS BOARD MEMBER 1.00 X 0 0 0 ASHLEY LEEDS BOARD MEMBER 1.00 X 0 0 0 KIM LEW BOARD MEMBER 1.00 X 0 0 0 JAYNE LIPMAN BOARD MEMBER 2.00 X 0 0 0 HANS MORRIS BOARD MEMBER 1.00 X 0 0 0 GAIL MERRIFIELD PAPP BOARD MEMBER 1.00 X 0 0 0 JULIA PERSHAN BOARD MEMBER 1.00 X 0 0 0 JULIO PETERSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL PRICE BOARD MEMBER 1.00 X 0 0 0 JANICE COOK ROBERTS BOARD MEMBER 2.00 X 0 0 0 WENDI ROSE BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA SHIVA BOARD MEMBER 1.00 X 0 0 0 JIM STEINBERG BOARD MEMBER 2.00 X 0 0 0 STEVEN C TAUB BOARD MEMBER 1.00 X 0 0 0 ARIELLE TEPPER BOARD MEMBER 1.00 X 0 0 0 TERESA TSAI BOARD MEMBER 2.00 X 0 0 0 ANGELA VALLOT BOARD MEMBER 1.00 X 0 0 0 ALEX VOLCKHAUSEN BOARD MEMBER 2.00 X 0 0 0 SAM WATERSTON BOARD MEMBER 1.00 X 0 0 0 AUDREY WILF BOARD MEMBER 1.00 X 0 0 0 FRANCES WILKINSON BOARD MEMBER 1.00 X 0 0 0 ANNE CLARKE WOLFF BOARD MEMBER 1.00 X 0 0 0 JULIAN YAP BOARD MEMBER 1.00 X 0 0 0 SASCIA YUAN BOARD MEMBER 1.00 X 0 0 0 PAUL EUSTIS ARTISTIC DIRECTOR 40.00 X X 898137 0 227488 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 40.00 X X 687758 0 48459 MURRAY ABELES CHIEF FINANCIAL OFFICER 40.00 X 250338 0 9459 KRISTINA G HOGE SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 278181 0 54107 THOMAS MCCANN CHIEF MARKETING OFFICER 40.00 X 211209 0 30427 SARAH E ROSEN SENIOR DIRECTOR, HUMAN RESOURCES 40.00 X 194309 0 27130 PETER DEAN DIRECTOR OF PRODUCTION 40.00 X 189437 0 23906 JEREMY A ADAMS GENERAL MANAGER 40.00 X 177573 0 34441 SAHEEM ALI ASSOCIATE ARTISTIC DIRECTOR/RESIDENT DIRECTOR 40.00 X 278192 0 49942 FREEDOME BRADLEY-BALLENTINE DIRECTOR OF ARTISTIC PROGRAMS 40.00 X 270922 0 18345 ALEXA SMITH DIRECTOR, ANTI-RACISM, EQUITY AND BELONGING 40.00 X 208036 0 44997 CHIARA KLEIN DIRECTOR OF PRODUCING & ARTISTIC PLANNING 40.00 X 191527 0 17951 KRISTEN GONGORA DIRECTOR OF STRATEGIC ADVANCEMENT 40.00 X 182860 0 21054 4018479 0 607706 47 0 1 0 YORKE CONSTRUCTION CORPORATION 140 WEST 31ST STREET NEW YORK NY 10001 CONSTRUCTION MANAGEMENT AND SERVICES 33935330 ENNEAD ARCHITECTS LLP 320 WEST 13TH STREET NEW YORK NY 10014 ARCHITECTURAL DESIGN AND CONSULTATION 670326 COMMUNITY COUNSELLING SERVICE 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAPITAL PROJECTS FUNDRAISING CONSULTANTS 553321 JIXAW TECHNOLOGIES 107-8828 HEATHER STREET VANCOUVER BC CA V6P 3S8 ONLINE FUNDRAISING SUPPORT AND WEBSITE D 478245 VENABLE LLP 750 EAST PRATT STREET BALTIMORE MD 21202 LEGAL SERVICES 420261 34 3089950 2430806 43977263 1788675 49498019 BOX OFFICE INCOME 711110 7143692 7143692 CO-PRODUCTION FEES, ENHANCEMENT I 900099 2424987 2424987 9568679 646458 646458 9860178 9860178 1059145 0 1059145 1059145 1059145 8808921 7933499 875422 875422 875422 342956 3089950 342956 0 CONCESSION 900099 287325 287325 MISCELLANEOUS INCOME 900099 70384 70384 357709 71865610 9926388 0 12441203 10000 10000 20000 20000 2805 2805 3494277 2622216 516365 355696 21282923 15825537 3315223 2142163 1236627 918973 193278 124376 2086937 1552054 324788 210095 1806175 1344553 279574 182048 243472 51182 186200 6090 606932 163584 433771 9577 145435 8050 137385 226000 225467 533 1205239 1205239 109969 109969 4473732 3785837 452212 235683 1320809 979507 97470 243832 1716514 1123916 388890 203708 893605 572300 102010 219295 634792 634792 2932357 2179196 405408 347753 2505636 1495683 201551 808402 3533754 2563301 525373 445080 444057 322109 66019 55929 PRODUCTION COSTS 3154586 3143954 3306 7326 MISCELLANEOUS 290318 102835 180832 6651 PROFESSIONAL DEVELOPMEN 149125 73942 30630 44553 BAD DEBT 16156 16156 54542232 39496326 8191877 6854029 4507456 292418 10082892 12159478 27896930 30185500 2448743 2646304 1800257 2855458 88056198 15616808 31072926 72439390 27687388 27903406 8499163 13192927 61044724 49424313 175040479 211099194 10182171 12180220 988461 1419291 15277194 32114027 20636496 15884290 47084322 61597828 X 62953894 101268780 65002263 48232586 127956157 149501366 175040479 211099194 X 17323378 3084290 1137541 X 0 1 X 1 0 X 45014557 43288819 29187998 39736942 49498019 206726335 45014557 43288819 29187998 39736942 49498019 206726335 1774802 204951533 1677193 18596581 13755724 8352164 11565781 53947443 3931 663 4594 11193 197732 324162 310787 357709 1201583 261879955 36365784 0.78260 0.76930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 226000 226000 46943993 47169993 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 180000 261000 268000 226000 935000 250000 250000 250000 250000 1000000 1500000 35776791 559166 4119138 -1415127 39039968 32149422 709914 4205634 -1288179 35776791 31568514 1693165 -1112257 32149422 29277354 5950000 -2773840 -885000 31568514 20519005 5000000 4643349 -885000 29277354 0.00000 0.71570 0.28431 0 0 86422297 14819555 71602742 1443660 625616 818044 190241 171637 18604 72439390 HCP PRIVATE EQUITY FUND VIII, L.P. 2930169 F MERCER PIP VI - PRIVATE EQUITY 1828291 F HCP WPPE PRIVATE EQUITY FUND XII, L.P. 532018 F MERCER PIP VI - PVT DEBT 945141 F MERCER PIP VI - REAL ASSETS 571026 F HCP PRIVATE EQUITY FUND III, L.P. 103736 F HCP REAL ASSETS FUND II, L.P. 52039 F MERCER PIP VII COI-X 1922816 F MERCER PIP VII REAL ESTATE-X 219373 F MERCER PIP VII INFRASTRUCTURE-X 411215 F MERCER HFI-X 3677103 F 13192927 BONDS, DEPOSITS AND OTHER ASSETS 60478 CONSTRUCTION IN PROGRESS 332000 OPERATING LEASE RIGHT-OF-USE-ASSETS 11323399 DUE FROM CITY OF NEW YORK 37708436 49424313 ACCRUED PENSION LIABILITY 2123225 OPERATING LEASE LIABILITIES 13761065 15884290 PART V, LINE 4: ENDOWMENT INCOME SUPPORTS THE ORGANIZATION'S ARTISTIC ACTIVITIES AND OPERATIONS. X X X X X X X 1 GURA ASSOCIATES LTD 505 WEST END AVENUE NEW YORK NY 10024 MAJOR GIFT CONSULTING 0 0 410000 0 CCS FUNDRAISING 527 MADISON AVE NEW YORK NY 10022 CAPITAL CAMPAIGN CONSULTANTS 0 0 553321 0 SDA TELESERVICES 5757 W CENTURY BLVD 300 LOS ANGELES CA 90045 TELESALES SUPPORT 0 0 181726 0 ADVANCE NYC INC 226 TULIP AVE FLORAL PARK NY 11001 INSTITUTIONAL GIVING SUPPORT 0 0 60192 0 1205239 NY NJ PA CA GA FL IL MA MI MN RI VA CO CT DC WA ANNUAL GALA 3432906 3089950 342956 277226 65730 3432906 3089950 342956 277226 65730 342956 0 1 DAMASCUS GATE LLC 31 TRINITY PASS ROAD POUND RIDGE NY 10576 921073266 10000 0 PASSTHROUGH GRANT TO ARTIST 0 1 PASSTHROUGH GRANT 2 20000 PART I, LINE 2: GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. ONCE APPROVED, NYSF MAINTAINS THE BUDGET AND MONITORS GRANT EXPENSES AGAINST IT. PAYMENT TO THE GRANTEE IS USUALLY IN THE FORM OF REIMBURSEMENT. GRANTEE IS REQUIRED TO SUBMIT RECEIPTS AND SUPPORTING DOCUMENTATION IN ORDER TO BE REIMBURSED. DEPENDING ON THE PROJECT, INTERIM PROGRESS REPORTS MAY BE REQUIRED. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE PROJECT. A MULTI-YEAR BUDGET HAS BEEN INCORPORATED INTO THE AFFILIATION AGREEMENT BETWEEN NYSF AND THE SHAKESPEARE SOCIETY OF AMERICA, INC. NYSF REVIEWS THE BUDGET AND EXPENSES DURING THE YEAR. INTERIM FINANCIAL REPORTS ARE REVIEWED REGULARLY. A FINAL REPORT AND ACCOUNTING STATEMENT IS REQUIRED AT THE END OF THE YEAR. PART III GRANTEE IS REQUIRED TO SUBMIT A BUDGET FOR APPROVAL. GRANTEE REPORTS ON THE ACTIVITIES AND, IF REQUIRED, SUBMITS A FINAL REPORT AND ACCOUNTING STATEMENT AT THE END OF THE PROJECT. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 PAUL EUSTIS ARTISTIC DIRECTOR 898137 0 0 0 0 0 222371 0 5117 0 1125625 0 0 0 PATRICK WILLINGHAM EXECUTIVE DIRECTOR 642758 0 45000 0 0 0 40324 0 8135 0 736217 0 0 0 MURRAY ABELES CHIEF FINANCIAL OFFICER 250338 0 0 0 0 0 7606 0 1853 0 259797 0 0 0 KRISTINA G HOGE SENIOR DIRECTOR OF DEVELOPMENT 278181 0 0 0 0 0 17760 0 36347 0 332288 0 0 0 THOMAS MCCANN CHIEF MARKETING OFFICER 211209 0 0 0 0 0 17817 0 12610 0 241636 0 0 0 SARAH E ROSEN SENIOR DIRECTOR, HUMAN RESOURCES 194309 0 0 0 0 0 12563 0 14567 0 221439 0 0 0 PETER DEAN DIRECTOR OF PRODUCTION 189437 0 0 0 0 0 8405 0 15501 0 213343 0 0 0 JEREMY A ADAMS GENERAL MANAGER 177573 0 0 0 0 0 22464 0 11977 0 212014 0 0 0 SAHEEM ALI ASSOCIATE ARTISTIC DIRECTOR/RESIDENT 278192 0 0 0 0 0 23481 0 26461 0 328134 0 0 0 FREEDOME BRADLEY-BALLENTINE DIRECTOR OF ARTISTIC PROGRAMS 270922 0 0 0 0 0 -18313 0 36658 0 289267 0 0 0 ALEXA SMITH DIRECTOR, ANTI-RACISM, EQUITY AND BE 208036 0 0 0 0 0 4600 0 40397 0 253033 0 0 0 CHIARA KLEIN DIRECTOR OF PRODUCING & ARTISTIC PLA 191527 0 0 0 0 0 4865 0 13086 0 209478 0 0 0 KRISTEN GONGORA DIRECTOR OF STRATEGIC ADVANCEMENT 182860 0 0 0 0 0 10749 0 10305 0 203914 0 0 0 PART I, LINE 1A THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE PERMITTED TO BOOK UPGRADED SEATING ON OVERNIGHT FLIGHTS THAT ARE SIX HOURS OR LONGER WITH PRIOR APPROVAL BY THEIR COUNTERPART. PAUL EUSTIS RECEIVED GROSS-UP PAYMENTS FOR IMPUTED TAXES ON HIS CONTRACTUAL LIFE INSURANCE POLICY AND 403B CONTRIBUTIONS. PART I, LINE 4B PURSUANT TO HIS EMPLOYMENT AGREEMENT, PAUL J. EUSTIS PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $159,493 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. PURSUANT TO HIS EMPLOYMENT AGREEMENT, PATRICK WILLINGHAM PARTICIPATES IN AN NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE, WHICH IS DESIGNED TO PROVIDE A NONQUALIFIED RETIREMENT BENEFIT UPON COMPLETION OF THE CONTRACT TERM, AND IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE RETIREMENT BENEFIT IS BEING ACCRUED RATABLY OVER THE CONTRACT TERM. $5,201 WAS VESTED DURING THE 2024 CALENDAR YEAR AND THE ACCRUAL IS BEING REPORTED AS DEFERRED COMPENSATION. X 44 1788675 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: MERRILL LYNCH WEALTH MANAGEMENT HOLDS THE ORGANIZATION'S BROKERAGE ACCOUNTS TO RECEIVE STOCK GIFTS. STOCK GIFTS ARE SOLD UPON RECEIPT. FORM 990, PART III, LINE 3 IN 2024, NEW YORK SHAKESPEARE FESTIVAL COMMENCED A MAJOR CAPITAL PROJECT INVOLVING THE REBUILD OF THE DELACORTE THEATER, HOME OF SHAKESPEARE IN THE PARK. CONSTRUCTION WAS SUBSTANTIALLY COMPLETED IN 2025, WITH INAUGURAL PERFORMANCES MARKING THE RETURN OF SHAKESPEARE IN THE PARK IN THE NEWLY CONSTRUCTED DELACORTE THEATER. IN 2025, NEW YORK SHAKESPEARE FESTIVAL FORMALLY DISSOLVED ITS SUBSIDIARY, SHAKESPEARE SOCIETY, AND INTEGRATED ALL OPERATIONS INTO THE PARENT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, OTHER OFFICERS OF THE BOARD, THE CHAIRS OF THE AUDIT, FINANCE AND NOMINATING COMMITTEES AND SUCH ADDITIONAL TRUSTEES AS MAY BE ELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD PERMITTED BY LAW WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR CERTAIN SPECIFIC MATTERS PURSUANT TO THE ORGANIZATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE. AFTER THAT EVALUATION, THE DRAFT 990 IS CIRCULATED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE PUBLIC VERSION OF THE 990 IS THEN CIRCULATED TO THE FULL BOARD FOR COMMENTS AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THROUGHOUT THE FISCAL YEAR, BOARD MEMBERS ARE REMINDED TO DISCLOSE ANY CONFLICTS THEY MAY HAVE TO MANAGEMENT OR THE AUDIT COMMITTEE. AT THE END OF EACH FISCAL YEAR, CONFLICT OF INTEREST FORMS ARE FILLED OUT BY TRUSTEES, AND THE AUDIT COMMITTEE OR ITS CHAIR EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE MATERIAL CONFLICTS AND MAKES A RECOMMENDATION. INTERESTED BOARD MEMBERS RECUSE THEMSELVES FROM DISCUSSION AND VOTING RELATING TO ANY CONFLICTED MATTER. HOWEVER, AS A MEMBER OF THE BOARD OR COMMITTEE, THE INTERESTED BOARD MEMBER MAY BE COUNTED IN DETERMINING THE ESTABLISHMENT OF THE QUORUM AT SUCH A MEETING. AT THIS TIME, ONLY TRUSTEES ARE REQUIRED TO DISCLOSE. A POLICY IS BEING DRAFTED TO REQUIRE THE SAME OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE ARTISTIC DIRECTOR'S CONTRACT WAS RENEWED EFFECTIVE JUNE 2018 AND RUNS THROUGH JULY 2028. THE EXECUTIVE DIRECTOR'S CONTRACT RUNS THROUGH DECEMBER 2025 AND WAS RENEWED IN JANUARY 2026 THROUGH 2029. THE EXECUTIVE COMMITTEE RECEIVED A REPORT FROM AN INDEPENDENT CONSULTANT WITH COMPARATIVE DATA FROM PEER CULTURAL INSTITUTIONS IN BUDGET AND PROGRAM SIZE IN NEW YORK CITY AND ACROSS THE COUNTRY. USING THIS DATA, THE COMMITTEE DETERMINED A COMPARABLE COMPENSATION LEVEL. FOR THE KEY POSITIONS OF PRODUCTION EXECUTIVE, CHIEF FINANCIAL OFFICER, CHIEF MARKETING OFFICER, THE SENIOR DIRECTOR OF HUMAN RESOURCES AND/OR INDEPENDENT CONSULTANT GARNERS INFORMATION USING COMPARATIVE DATA FROM SIMILARLY-SIZED, NONPROFIT ARTS INSTITUTIONS. THE INFORMATION IS CULLED FROM FORM 990S AND FROM INDUSTRY SURVEYS. USING THIS DATA, THE EXECUTIVE DIRECTOR AND HR DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN PERIODIC PENSION COST 1,137,541. THE SHAKESPEARE SOCIETY OF AMERICA INC 425 LAFAYETTE STREET NEW YORK NY 10003 133974836 INCREASING ENJOYMENT, UNDERSTANDING, AND APPRECIATION OF SHAKESPEARE'S WORKS NY 501(C)(3) 509(A)(2) YES 1 PUBLIC THEATER PRODUCTIONS 425 LAFAYETTE STREET NEW YORK NY 10003 263803813 COMMERCIAL THEATER CO-PRODUCTIONS NY N/A C 1366 5976 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 THE SHAKESPEARE SOCIETY OF AMERICA INC C 99726 AMOUNT OF GRANT FROM THE SOCIETY PART II, IDENTIFICATION OF RELATED-TAX EXEMPT ORGANIZATIONS: THIS ORGANIZATION WAS DISSOLVED ON SEPTEMBER 24, 2024.