Alabama Shakespeare Festival logo

Alabama Shakespeare Festival

Foundation · Grantmaker Montgomery, AL EIN: 63-6183677 Website

NONE

Key facts about Alabama Shakespeare Festival

In short: Alabama Shakespeare Festival gave $1.8M across 1 grant in 2025 (avg $1.8M), mostly in Alabama. Source: 2025 IRS Form 990.

EIN
63-6183677
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$1,810,615
Grants made (2025)
1
Average grant
$1,810,615
Median grant
$1,810,615
Total assets
$57,798,816
Primary geography
Alabama (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$57.8M

+2.1% YoY

Annual Giving

$1.8M

+185.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1.8M

+185.1% YoY

How Alabama Shakespeare Festival gives

  • Giving grew 237% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Alabama Shakespeare Festival

Based on IRS filings

Alabama Shakespeare Festival is a nonprofit organization 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

Your AI grants department

Ready to take the next step with Alabama Shakespeare Festival?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Montgomery

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M1 grants20191 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Alabama Shakespeare Festival Inc: $1.8MAlabama Shakespeare FestivalInc$1.8M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K2$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ALABAMA SHAKESPEARE FESTIVAL INC Montgomery, ALGENERAL SUPPORT PAYMENTS FOR THEATRE OPERATIONS$1,810,615

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2019202020212022202320242025
Metric202520242023
Total Assets$57,798,816$56,602,438$54,482,654
Revenue$2,667,193$1,485,412$1,093,701
Expenses$2,624,002$1,502,008$2,640,643
Qualifying Distributions———
Net Investment Income$1,179,842$822,516$434,823
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS August 17, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS August 11, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS August 2, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS July 26, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS July 25, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS August 12, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS July 6, 2026)

Leadership & Key People

Officers and directors from IRS filings

Alabama Shakespeare Festival 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

How much does Alabama Shakespeare Festival give each year?

Alabama Shakespeare Festival 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?

Alabama Shakespeare Festival reported $57.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.7M.

What is Alabama Shakespeare Festival?

Alabama Shakespeare Festival is a nonprofit organization focused on Recreation & Sports, based in Montgomery, AL. It holds $57.8M in total assets as of 2025.

Where does Alabama Shakespeare Festival operate?

Alabama Shakespeare Festival has awarded grants in Alabama.

What is Alabama Shakespeare Festival's EIN?

Alabama Shakespeare Festival'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.

Your AI grants department

Here's the math on researching Alabama Shakespeare Festival by hand.

Explore Open Grants

Browse active grant opportunities in Alabama Shakespeare Festival's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Wool Family Foundation

Salida, CO

Assets

$1.1M

Grants

1

Total Given

$85K

Max Credit Union

Montgomery, AL

Max is a state-chartered community credit union serving approximately 126,000 members in the montgomery, alabama and surrounding areas.

Assets

$2.1B

Grants

4

Total Given

$40K

Guardian Credit Union

Prattville, AL

Cooperative society incorporated for the two-fold purpose of promoting thrift among its members and creating a source of credit for them at legitimate rates of interest.

Assets

$1.1B

Grants

5

Total Given

$355K

Buller Family Foundation

Farmingdale, NY

Assets

$8.2M

Grants

8

Total Given

$74K

Tatajado Fund

Montgomery, AL

Philanthropy, Voluntarism & Grantmaking

Assets

$1.8M

Grants

8

Total Given

$120K

The Coleman Foundation

Midland City, AL

Philanthropy, Voluntarism & Grantmaking

Assets

$3K

Grants

13

Total Given

$93K

Ruth Lee Charitable Trust

Atlanta, GA

Philanthropy, Voluntarism & Grantmaking

Assets

$2.4M

Grants

17

Total Given

$112K

Alex W and Sue a Newton Foundation

Mountain Brook, AL

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1M

Grants

17

Total Given

$80K

John and Joyce Caddell Foundation

Montgomery, AL

The John and Joyce Caddell Foundation funds arts, education, humanitarian services, and other organizations that strengthen the Montgomery-area community, typically giving $10,000–$60,000, with a 2024 median of $20,000. It focuses on the Montgomery metropolitan area and accepts written applications; applicants are asked to contact Cathy L. Caddell, and there are no stated deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$15.1M

Grants

22

Total Given

$930K

The Dixon Foundation

Hoover, AL

The Dixon Foundation supports programs at churches and community organizations, as well as areas including pediatric fellowships, education, and the arts. Its 2024 grants ranged from $100 to $201,511, with a median of $2,500; most funding went to Alabama, with smaller amounts elsewhere. The provided information does not say whether it accepts unsolicited requests.

Assets

$5.0M

Grants

22

Total Given

$253K

The Caritas Fund

Montgomery, AL

The Caritas Fund supports a range of charitable organizations, including churches, schools, food banks, museums, and foundations. Its 2025 grants ranged from $1,000 to $45,000, with a median of $5,000; most funding went to Alabama, with grants also made in several other states. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$1.4M

Grants

27

Total Given

$220K

Patricia Werthan Uhlmann Foundation

Nashville, TN

The Patricia Werthan Uhlmann Foundation supports charitable organizations in areas including Jewish community advocacy, terrorism research and public education, theater, education, and the arts, with 2024 grants ranging from $118 to $60,000 and a median of $1,800. Recent funding was concentrated in New York, with additional grants in Kansas, Connecticut, Washington, D.C., Missouri, and other states. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$3.0M

Grants

32

Total Given

$291K

More Funders in Alabama

Alabama Shakespeare Festival down — hundreds of funders to go?

Want AI to do this for you?