Oregon Shakespeare Festival Endowment Fund
To provide support for the Oregon shakespeare festival association, a publicly-supported 501(c)(3) organization.
Oregon Shakespeare Festival Endowment Fund at a glance
- Total assets
- $30,342,221
- +13.2% vs 2023
- Latest 990 filing
- Form 990 filing, 2024 View filing
Data from IRS Form 990 filing, 2024; updated September 2026.
Who Oregon Shakespeare Festival Endowment Fund funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Oregon Shakespeare Festival Endowment Fund gives
- Giving grew 80% from 2020 to 2023. 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 2020 to 2023, annual grant giving ranged from $1.6M (2022) to $6.3M (2023). In 2023 it made 1 grant totaling $6.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Shakespeare Festival Association Ashland, OR | Financial support to assist with annual and long term viability. | $6,250,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $30,342,221 | — | — | — | — | — |
| 2023 | $26,805,265 | $1,118,830 | $6,361,721 | $6,250,000 | 1 | $1,103,765 |
| 2022 | $31,163,322 | $1,883,457 | $1,776,292 | $1,639,785 | 1 | $1,813,177 |
| 2021 | $40,551,255 | $2,831,858 | $2,319,420 | $2,224,836 | 1 | $2,562,693 |
| 2020 | $33,018,945 | $1,149,955 | $3,580,084 | $3,463,115 | 1 | $879,808 |
About Oregon Shakespeare Festival Endowment Fund
Based on IRS filings
Oregon Shakespeare Festival Endowment Fund is a nonprofit organization focused on Arts, Culture & Humanities, based in Ashland, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.3M in total assets.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Oregon Shakespeare Festival Endowment Fund is led by David Schmitz, Osf Executive Director on every filing since 2020; none of the 13 officers listed in 2023 report compensation.
Officers on the 2023 filing
The latest filing that lists officers: our copy of the 2024 filing lists none.
David Schmitz
Osf Executive Director
On filings since 2020
1 hr/week
No compensation reported
Eric Johnson
President
Vice President → President, 2021
On filings since 2020
2 hrs/week
No compensation reported
Paul Christy
President
Osf Former Executive Director → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Tyler Hokama
Osf Interim Executive Director
New on the 2023 filing
1 hr/week
No compensation reported
Ariana Spiegler
Osf Finance Director
New on the 2023 filing
0.5 hrs/week
No compensation reported
Philip Paroian
Secretary
Secretary & Treasurer → Vice President, 2021
Vice President → Secretary, 2023
On filings since 2020
1 hr/week
No compensation reported
Rudd Johnson
Board Member
Trustee → Board Member, 2023
On filings since 2020
1 hr/week
No compensation reported
M'liss Moore
Vice President
Trustee → Vice President, 2023
On filings since 2021
2 hrs/week
No compensation reported
Sidney Cooper
Treasurer
Secretary & Treasurer → Treasurer, 2023
On filings since 2021
1 hr/week
No compensation reported
Charlotte Lin
Board Member
New on the 2023 filing
1 hr/week
No compensation reported
Dave Hitz
Board Member
New on the 2023 filing
0.5 hrs/week
No compensation reported
Janet Fratella
Board Member
New on the 2023 filing
0.5 hrs/week
No compensation reported
Royal Standley
Board Member
New on the 2023 filing
0.5 hrs/week
No compensation reported
Former officers (2)
- Former: Doug Carlson (2020) — President
- Former: Sandra Weingart (2020) — Osf CFO
Data from IRS Form 990 filings, 2020–2023. "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 Oregon Shakespeare Festival Endowment Fund
How large is Oregon Shakespeare Festival Endowment Fund?
Oregon Shakespeare Festival Endowment Fund reported $30.3M in total assets on its 2024 IRS Form 990 filing.
What is Oregon Shakespeare Festival Endowment Fund?
Oregon Shakespeare Festival Endowment Fund is a nonprofit organization focused on Arts, Culture & Humanities, based in Ashland, OR. It holds $30.3M in total assets as of 2024.
Where does Oregon Shakespeare Festival Endowment Fund operate?
Oregon Shakespeare Festival Endowment Fund has awarded grants in Oregon.
What is Oregon Shakespeare Festival Endowment Fund's EIN?
Oregon Shakespeare Festival Endowment Fund's EIN (Employer Identification Number) is 93-6041618. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 13, 2024)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Oregon Shakespeare Festival Endowment Fund funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Oregon Shakespeare Festival Endowment Fund's focus areas in our free grants database
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Figures come from Oregon Shakespeare Festival Endowment Fund'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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