Alabama Shakespeare Festival Endowment Trust
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Alabama Shakespeare Festival Endowment Trust at a glance
In short: Alabama Shakespeare Festival Endowment Trust gave $1.8M across 1 grant in 2025 (avg $1.8M), mostly in Alabama. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,810,615
- +185.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,810,615
- +185.1% vs 2024
- Median grant
- $1,810,615
- Total assets
- $57,798,816
- +2.1% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Alabama Shakespeare Festival Endowment Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Alabama Shakespeare Festival Inc ($1.8M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 2 grants of 5 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Alabama Shakespeare Festival Endowment Trust gives
- Giving grew 237% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $334K (2020) to $1.8M (2025). In 2025 it made 1 grant totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alabama Shakespeare Festival Inc Montgomery, AL | General Support Payments for Theatre Operations | $1,810,615 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $57,798,816 | $2,667,193 | $2,624,002 | $1,810,615 | 1 | $1,179,842 |
| 2024 | $56,602,438 | $1,485,412 | $1,502,008 | $635,183 | 1 | $822,516 |
| 2023 | $54,482,654 | $1,093,701 | $2,640,643 | $1,774,420 | 1 | $434,823 |
| 2022 | $54,812,802 | $4,762,114 | $1,379,710 | $536,495 | 1 | $335,054 |
| 2021 | $55,944,765 | $702,964 | $1,353,642 | $495,680 | 1 | $557,102 |
| 2020 | $55,462,871 | $1,912,027 | $1,187,116 | $334,064 | 1 | $540,572 |
| 2019 | $54,781,211 | $2,551,036 | $1,478,824 | $626,706 | 1 | $353,014 |
About Alabama Shakespeare Festival Endowment Trust
Based on IRS filings
Alabama Shakespeare Festival Endowment Trust is a public charity focused on Recreation & Sports, based in Montgomery, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $57.8M in total assets. In 2025, it awarded 1 grant totaling $1.8M. Net investment income was $1.2M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Alabama Shakespeare Festival Endowment Trust is led by James K. Lowder, Trustee - Chairman on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
James K. Lowder
Trustee - Chairman
On filings since 2019
1 hr/week
No compensation reported
Eugene Stanaland
Trustee
On filings since 2019
1 hr/week
No compensation reported
Laurie Jean Weil
Trustee
On filings since 2019
1 hr/week
No compensation reported
Dan Harris
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert Birmingham
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (3)
- Former: C. Lee Ellis (2019) — Trustee
- Former: Charles A. Stakely (2019) — Trustee
- Former: James M. Scott (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alabama Shakespeare Festival Endowment Trust
How much does Alabama Shakespeare Festival Endowment Trust give each year?
Alabama Shakespeare Festival Endowment Trust gave $1.8M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $635K across 1 grant.
How large is Alabama Shakespeare Festival Endowment Trust?
Alabama Shakespeare Festival Endowment Trust reported $57.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.7M.
What is Alabama Shakespeare Festival Endowment Trust?
Alabama Shakespeare Festival Endowment Trust is a public charity focused on Recreation & Sports, based in Montgomery, AL. It holds $57.8M in total assets as of 2025.
Where does Alabama Shakespeare Festival Endowment Trust operate?
Alabama Shakespeare Festival Endowment Trust has awarded grants in Alabama.
What is Alabama Shakespeare Festival Endowment Trust's EIN?
Alabama Shakespeare Festival Endowment Trust's EIN (Employer Identification Number) is 63-6183677. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS August 12, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS July 6, 2026)
- Added Form 990 for fiscal year 2019 (received by the IRS August 17, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS August 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 2, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 26, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 25, 2024)
Explore Open Grants
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Figures come from Alabama Shakespeare Festival Endowment Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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