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ObjectId: 202000449349300520 - Submission: 2020-02-13
TIN: 13-3085180
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
18
Open to Public Inspection
Name of the organization
THE ROYAL SHAKESPEARE COMPANY
STRATFORD-UPON-AVON
Employer identification number
13-3085180
Part I
Identification of Disregarded Entities
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Page 2
Schedule R (Form 990) 2018
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
RSC ENTERPRISE LIMITED
3 CHAPEL LANE
STRATFORDUPONAVON
CV37 6BE
UK
TRADING ACTIVITIES
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
9,827,494
2,060,715
100.000 %
No
(2)
RSCA LIMITED
ROYAL SHAKESPEARE THEATRE WATERSID
STRATFORD UPON AVON
CV37 6BE
UK
DORMANT
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
No
(3)
ARDEN HOTEL WATERSIDE LLP
44 WATERSIDE
STRATFORDUPONAVON
CV37 6BA
UK
JOINT VENTURE IN ARDEN HOTEL
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
1,899,597
5,468,720
50.000 %
No
(4)
RSC PRE-PRODUCTIONS LIMITED
3 CHAPEL LANE
STRATFORDUPONAVON
CV37 6BE
UK
TO PRODUCE THE SET & EQUIPMENT NECESSARY FOR THE PRODUCTION OF LIVE THEATRE.
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
21,091,172
2,089,409
100.000 %
No
(5)
RSC PRODUCTIONS LIMITED
3 CHAPEL LANE
STRATFORD UPON AVON
CV37 6BE
UK
CO-PRODUCER OF THE MATILDA MIRACLE TOUR IN AUSTRALIA
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
7,877
1,233,821
100.000 %
No
(6)
RSC MATILDA US LIMITED
ROYAL SHAKESPEARE THEATRE WATERSID
STRATFORDUPONAVON
CV37 6BB
UK
INVESTMENT IN MATILDA ON BROADWAY LP
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
42,009
100.000 %
No
(7)
RSC MATILDA AUSTRALASIA LIMITED
ROYAL SHAKESPEARE THEATRE WATERSID
STRATFORD UPON AVON
CV37 6BE
UK
INVESTMENT TO CO-PRODUCE MATILDA MIRACLE TOUR IN AUSTRALIA
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
93,906
100.000 %
No
(8)
MATILDA AUSTRALASIA JOINT VENTURE
C/O LOUISE WITHERS PRODUCTIONS PTY
MOUNT MARTHA
,
VICTORIA
2924
AS
UNINCORPORATED ENTITY TO CO-PRODUCE THE MATILDA MIRACLE TOUR IN AUSTRALIA
AS
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
100.000 %
No
(9)
MATILDA NORTH AMERICA LLC
C/O DODGER PROPERTIES LLC 311 WEST
NEW YORK
,
NY
10036
JOINT VENTURE IN MATILDA ON BROADWAY LP
NY
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
132,591
50.000 %
No
(10)
RSC ESTATES LIMITED
3 CHAPEL LANE
STRATFORD UPON AVON
CV37 6BE
UK
INVESTMENT IN AND REDEVELOPMENT OF ARDEN HOTEL
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
3,941,444
100.000 %
No
(11)
RSC TOURING LIMITED
3 CHAPEL LANE
STRATFORD UPON AVON
CV37 6BE
UK
PRODUCES AND MANAGES CERTAIN TOURING PRODUCTIONS ON BEHALF OF THE RSC
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
15,910,930
4,770,947
100.000 %
No
(12)
DON AND SANCHO LIMITED
11 MAIDENHEAD LANE
LONDON
WC2E 7NA
UK
TO PRODUCE DON QUIXOTE IN LONDON
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
876,939
76,951
50.000 %
No
(13)
TOGA PRODUCTIONS LIMITED
41-44 GREAT QUEEN STREET 4TH FL
LONDON
WC2B 5AD
UK
TO PRODUCE IMPERIUM I AND IMPERIUM II IN LONDON WITH PLAYFUL UK LIMITED
UK
THE ROYAL SHAKESPEARE COMPANY STRATFORD-UPON-AVON
1,647,543
1,304
No
Schedule R (Form 990) 2018
Page 3
Schedule R (Form 990) 2018
Page
3
Part V
Transactions With Related Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
RSC ENTERPRISE LIMITED
J
300,731
(2)
RSC ENTERPRISE LIMITED
M
1,899,244
(3)
RSC ENTERPRISE LIMITED
C
936,404
(4)
MATILDA NORTH AMERICA LLC
A
(5)
MATILDA AUSTRALASIA JOINT VENTURE
A
(6)
ARDEN HOTEL WATERSIDE LLP
M
38,107
(7)
ARDEN HOTEL WATERSIDE LLP
M
12,355
(8)
TOGA PRODUCTIONS LIMITED
A
30,732
(9)
TOGA PRODUCTIONS LIMITED
M
105,963
(10)
DON AND SANCHO LIMITED
A
8,467
(11)
DON AND SANCHO LIMITED
M
131,114
Schedule R (Form 990) 2018
Page 4
Schedule R (Form 990) 2018
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2018
Page 5
Schedule R (Form 990) 2018
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
Schedule R (Form 990) 2018
Additional Data
Software ID:
Software Version: