Stratford Shakespearean Festival Endowment Foundation
Public foundation · Stratford, Ontario · BN 872079298RR0001 · Arts
Source: T3010 return, FPE 2024-10-31. Split of total expenditures ($14,355,149) as filed with the CRA.
Stratford Shakespearean Festival Endowment Foundation is a public foundation based in Stratford, Ontario, classified by the CRA under arts. In its fiscal year ending October 31, 2024, it reported $24.8M in revenue and $14.4M in expenditures.
Its funding that year was roughly 34% from donations, 31% from other charities. In 2024, 9 other registered charities reported granting it a combined $2.9M.
Compared with 39 arts charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 90% of peers. Its reserves, measured in years of spending on hand, sat in the top decile of the group.
As a grantmaker, it reported gifts to 2 qualified donees totalling $13.4M in 2024, the largest being $13.1M to Stratford Shakespearean Festival of Canada. Its filed list of directors and trustees shows 9 names.
In its own words
The Stratford Shakespearean Festival Endowment Foundation provides income from the funds that it maintains to support key activities of the Stratford Shakespearean Festival of Canada. These include the Birmingham Conservatory for Classical Theatre an intensive in-house professional training program that is unique in Canada. In addition to its support of the training program itself the Endowment contributes toward the artist fees paid to all participants. Other Festival activities whose needs are met in part by the Endowment include new play development educational programs for students and …
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $24.8M | $14.4M | — | — | $13.4M | $144.9M |
| 2023 | $15.7M | $9M | — | — | $8.3M | $118.6M |
| 2022 | $18.1M | $10.4M | — | — | $9.7M | $113M |
| 2021 | $13.2M | $3.3M | — | — | $2.6M | $129.8M |
| 2020 | $16.9M | $7.9M | — | — | $7.3M | $110.5M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $13.4M to 2 qualified donees:
- Stratford Shakespearean Festival of Canada$13.1M
- Stratford Shakespearean Festival Holding Foundation$323K
Received $2.9M from 9 charities:
- The Lazaridis Family Foundation$2.5M
- Brookfield Partners Foundation$200K
- Aqueduct Foundation$175K
- The Gatfield Family Foundation$10K
- Strategic Charitable Giving Foundation$7,500
- Canada Gives$5,500
- Charitable Gift Funds Canada Foundation$2,000
- The Victoria Foundation$1,161
- The H & R Mida Charitable Foundation$1,000
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
David Adams (director); Daniel Bernstein (chair); Nargis Tarmonhamed (director); Ross Waller (director); Edward Devlin (director); Hon. David Peterson (director); Jim Young (director); Shirley Miller (director); Carol Stephenson (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from Stratford Shakespearean Festival Endowment Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 872079298RR0001), or read how we compute the receipt.