OREGON SHAKESPEARE FESTIVAL ASSOCIATION

ASHLAND, OR, 97520-2749 (503) 482-2111 Est. 1935 EIN 93-0407022
A650 - Arts, Culture & Humanities 990 - Public charity return 501(c)(3)
www.osfashland.org

Mission

THE OREGON SHAKESPEARE FESTIVAL CREATES WORLD-CLASS THEATER, REVEALING OUR COLLECTIVE HUMANITY THROUGH ILLUMINATING INTERPRETATIONS OF NEW AND CLASSIC PLAYS, AND INSPIRING A LOVE OF OUR ART FORM FOR CURRENT AND FUTURE GENERATIONS.

Giving Portfolio

Total Grants
12
Total Giving
$210K
Recipients
10
Years Active
2019 - 2020
Avg grant: $17,465 Median: $17,465

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20202$35K $17K02
201910$175K $17K80

Sectors Funded

Community Improvement
3
Education
2
Philanthropy & Grantmaking
2
Human Services
1
Youth Development
1

Top States

Oregon
12

Grantee Size Profile

$1M - $5M
4
$100K - $500K
3
$10M - $50M
1
$500K - $1M
1
Under $100K
1

Top Grantees

OR - 3 grants
$52K
PHOENIX-TALENT SCHOOL DISTRICT
OR - 2 grants
$35K
OR - 2 grants
$35K

Grants Awarded · 12 grants

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Financials

Total Revenue
$32,735,883
Total Expenses
$35,461,231
Net Assets
$24,704,107
406 employees 275 volunteers
From latest filing (tax period ending 2024-10-31)

Financial Health

Operating Reserve
8.4 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 8.6%
Expenses ↓ 2.1%
Revenue Sources
Contributions 58.2% Earned revenue 34.9% Investment 1.8% Other 5.0%
Expense Breakdown
Program 65.0% Management 28.7% Fundraising 6.3%

Officers & Trustees (36)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2023 990 - Public charity return
Nov 1, 2023 to Oct 31, 2024
$32,735,883 ↓$35,461,231$24,704,107
2022 990 - Public charity return
Nov 1, 2022 to Oct 31, 2023
$35,804,216 ↑$36,240,262$27,411,819
2021 990 - Public charity return
Nov 1, 2021 to Oct 31, 2022
$26,494,029 ↑$37,060,580$27,338,663
2020 990 - Public charity return
Nov 1, 2020 to Oct 31, 2021
$18,740,778 ↓$19,137,606$37,831,086
2019 990 - Public charity return
Nov 1, 2019 to Oct 31, 2020
$25,315,328 ↓$24,413,175$38,176,282
2017 990 - Public charity return
Nov 1, 2017 to Oct 31, 2018
$41,598,004 $41,418,899$34,352,574

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EIN: 93-0407022 · Source: IRS Form 990 e-file data