Oregon Shakespearean Festival Endowment Fund Inc

Analysis

Oregon Shakespearean Festival Endowment Fund Inc is a registered charity in United States, based in Ashland, OR. It received its IRS tax-exemption ruling in December 1992, 34 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending October 2023, Oregon Shakespearean Festival Endowment Fund Inc reported income of $1.1m and spending of $6.4m, spending 569% of what it took in. Across the 5 years on record, from October 2019 to October 2023, income fell from $3.1m to $1.1m (-63%), an average of -22% a year. The sharpest change came in the year to October 2021, when income rose by 146%. Over the whole period it spent 184% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Oregon Shakespearean Festival Endowment Fund Inc sits at the 87th percentile: it is larger than about 87% of them. Against every charity in United States with reported income it ranks in the 80th percentile, and in the 81st percentile within OR. Charities of a similar size with the same main cause include Stitch Buffalo Inc ($1.1m), Ohr-Okeefe Museum of Art Inc ($1.1m) and Lynden Inc ($1.1m).

On its Form 990 for the period ending October 2023, revenue came from contributions and grants 1.3% of the total. At year end it held assets of $26.8m against liabilities of $349k, net assets of $26.5m.