Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN GLOBE THEATRE LTD
Employer identification number
13-3516839
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
43,248
45,577
51,905
45,230
7,200
193,160
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
43,248
45,577
51,905
45,230
7,200
193,160
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
28,000
6
Public support. Subtract line 5 from line 4.
165,160
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
43,248
45,577
51,905
45,230
7,200
193,160
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
38
9
47
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
3,129
418
3,547
11
Total support (Add lines 7 through 10).
196,754
12
Gross receipts from related activities, etc. (see instructions)
..................
12
361,164
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
83.940 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
97.320 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AMERICAN GLOBE THEATRE LTD
Employer identification number
13-3516839
Return Reference
Explanation
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
DESCRIPTION: INTEREST. AMOUNT: 9.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
DESCRIPTION: INSURANCE. AMOUNT: 3,220. DESCRIPTION: PRODUCTION EXPENSES. AMOUNT: 1,625. DESCRIPTION: TECHNICAL EXPENSES. AMOUNT: 576. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 9,527. DESCRIPTION: TRAVEL. AMOUNT: 280. TOTAL TO FORM 990-EZ, LINE 16: 15,228.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: 534.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 650. END OF YEAR AMOUNT: 650. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 20. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS:
MAINSTAGE CLASSICAL SEASON: AGT'S MAINSTAGE IS A 90 SEAT BLACK BOX STUDIO THEATER, IN A HISTORIC LANDMARK BUILDING, IN THE HEART OF THE NEW YORK THEATER DISTRICT. HERE WE EXPLORE SHAKESPEARE'S BODY OF WORK IN A VARIETY OF FORMATS INCLUDING LECTURES, DISCUSSIONS, STAGED READING AND FULL PRODUCTIONS, OFFERING AUDIENCES THE OPPORTUNITY TO DEVELOP A DEEPER CONNECTION TO CLASSICAL THEATRE AND TO THE AGT COMMUNITY. AGT PRODUCES LECTURES AND INTERACTIVE DISCUSSIONS ON SHAKESPEARE'S WORK AND RELATED TOPICS THAT ALLOW OUR AUDIENCES TO EXPLORE THE PLAYS FROM A BROADER PERSPECTIVE AND UNDERSTAND EACH ONE AT A DEEPER LEVEL. WE MAINTAIN MODEST TICKET PRICES, JUST $18 FOR FULL PRODUCTIONS, TO ENSURE ACCESS TO ALL WHO WISH TO ENJOY OUR PRODUCTIONS. AGT PROVIDES AT LEAST 40 FREE TICKETS TO EACH FULL PRODUCTION, MOST OFTEN THROUGH HIGH-FIVE, AS WELL AS THROUGH OUR SCHOOL PARTNERS, TO FURTHER ENSURE THAT YOUNG PEOPLE, THEIR PARENTS AND TEACHERS ARE ABLE TO ATTEND. RECENT PRODUCTIONS HAVE INCLUDED SHAKESPEARE READINGS, HENRY V, THE WINTER'S TALE, THE TEMPEST, THE MERCHANT OF VENICE, AND HAMLET. UNDER THE EXPERT LEADERSHIP OF ARTISTIC DIRECTOR JOHN BASIL, AGT'S PRODUCTIONS OF THE THREE SISTERS (2003), HAMLET (2000) AND THE THREE MUSKETEERS (1998) WON OFF-OFF-BROADWAY REVIEW AWARDS. ALL AGT ARTISTS ARE TRAINED AND HIGHLY ACCOMPLISHED. THE COMPANY'S ACTORS AND DESIGNERS WORK UNDER AN ACTORS' EQUITY ASSOCIATION SHOWCASE CONTRACT. FORM 990-EZ, PART III, LINE 29, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION: AMERICAN GLOBE THEATRE'S SHAKESPEARE FOR SCHOOLS (SFS) IS A FULLY DEVELOPED ARTS EDUCATION PROGRAM THAT ALLOWS ITS SCHOOL PARTNERS TO BUILD AN EXPERIENCE THAT SUITS THEIR UNIQUE NEEDS BY CHOOSING FROM AND COMBINING ITS THREE UNIQUE COMPONENTS. IN 2013-14 SFS INTRODUCED 150 NEW YORK CITY STUDENTS TO THE JOY AND THE INSIGHTS AVAILABLE THROUGH THE WORKS OF SHAKESPEARE. IT DEMONSTRATES HOW LANGUAGE CAN BE USED TO SOLVE PROBLEMS, SETTLE CONFLICTS, AND PERSUADE-A PROCESS SHAKESPEARE'S CHARACTERS EMBODY CALLED "CREATIVE RHETORIC." THE PROGRAM IS DESIGNED TO ENCOURAGE STUDENTS TO BE PERFORMERS AND STORYTELLERS AND HELP THEM DEVELOP CORE COMPETENCIES, SUCH AS INDIVIDUAL RESPONSIBILITY, SOCIABILITY, CREATIVE THINKING, AND SELF-ESTEEM, SO THEY CAN MOVE TOWARD SUCCESS IN SCHOOL AND LIFE. THE PROGRAM IS COMPOSED OF THE FOLLOWING COMPONENT. CLASSROOM RESIDENCIES: AMERICAN GLOBE'S TEAM OF HIGHLY TRAINED AND EXPERIENCED TEACHING ARTISTS WORK IN CLASSROOMS ACROSS THE CITY TEACHING BASIC ACTING TECHNIQUES AND ENCOURAGING STUDENTS TO UNDERSTAND HOW A COMMAND OF LANGUAGE CAN HELP THEM ACHIEVE IN SCHOOL AND LIFE. RESIDENCIES LAST FROM 1 DAY TO 3 MONTHS AND ARE DESIGNED COLLABORATIVELY WITH EACH SCHOOL TO ENSURE CURRICULAR CONNECTION. THIS PAST YEAR AGT PROVIDED 30 TEACHING DAYS DURING RESIDENCIES AT 2 MIDDLE AND HIGH SCHOOLS REACHING APPROXIMATELY 150 STUDENTS AND 2 WORKSHOPS AT COLUMBIA TEACHER'S COLLEGE.
FORM 990EZ, PART IV
ELIZABETH KEEFE SERVES AS TREASURER ON THE BOARD OF DIRECTORS AND AS EXECUTIVE DIRECTOR, AN ADMINISTRATIVE OFFICER, FOR THE AMERICAN GLOBE THEATRE (AGT). THE COMPENSATION REPORTED IS FOR HER ADMINISTRATIVE DUTIES AS EXECUTIVE DIRECTOR OF AGT. ALL BOARD MEMBERS SERVE AS UNPAID VOLUNTEERS. THE AGT DOES NOT PROVIDE COMPENSATION FOR BOARD DUTIES. JOHN BASIL SERVES AS A DIRECTOR ON THE BOARD OF DIRECTORS AND AS THE ARTISTIC DIRECTOR, AN ADMINISTRATIVE OFFICER, FOR THE AMERICAN GLOBE THEATRE (AGT). THE COMPENSATION REPORTED IS FOR HIS ADMINISTRATIVE DUTIES AS ARTISTIC DIRECTOR OF AGT. ALL BOARD MEMBERS SERVE AS UNPAID VOLUNTEERS. THE AGT DOES NOT PROVIDE COMPENSATION FOR BOARD DUTIES. FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. FORM 990-EZ, PAGE 1, BOX B: REASON FOR AMENDED RETURN: THE ORGANIZATION IS REQUIRED TO FILE A FEDERAL FORM 990-EZ FOR THE TAX YEAR ENDING JUNE 30, 2014. THIS TAX RETURN IS AMENDED AND ACTS AS A REPLACEMENT FOR THE PREVIOUSLY FILED FORM 990-N, E-POSTCARD.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2013 TransferPrsnlBnftContractsDecl
Name:
AMERICAN GLOBE THEATRE LTD
EIN: 13-3516839
Declaration:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.