2022-11-16T00:35:27-06:00 2021-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2021-01-01 232218331 PRINCESS GRACE FOUNDATION - USA PRIN 2123171470 888-C 8TH AVE 318 NEW YORK NY 10019 BRISA CARLETON CHIEF EXECUTIVE OFFICER 2123171470 2022-11-15 1 BRISA CARLETON 999009999 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRISA CARLETON 888-C 8TH AVE 318 NEW YORK NY 10019 5604435 0 X WWW.PGFUSA.ORG X 1982 NY NATIONAL IN SCOPE, THE PRINCESS GRACE FOUNDATION-USA IS DEDICATED TO IDENTIFYING AND ASSISTING EMERGING TALENT IN THEATER, DANCE, AND FILM BY AWARDING GRANTS IN THE FORM OF SCHOLARSHIPS, APPRENTICESHIPS, AND FELLOWSHIPS. THE FOUNDATION'S TRUSTEES SHARE PRINCESS GRACE'S DEDICATION TO SUPPORTING THE ARTS AND THEY BELIEVE, AS SHE DID, THAT CULTIVATION AND TRAINING OF EMERGING TALENT IS ESSENTIAL TO ENSURE SUSTAINED EXCELLENCE IN THE ARTS. EACH YEAR, THE FOUNDATION ANNOUNCES A SELECT GROUP OF PRINCESS GRACE AWARDS FOR DISTINCTION IN THE AREAS OF THEATER, DANCE, AND FILM. STUDENTS ARE ELIGIBLE FOR SCHOLARSHIPS; EMERGING ARTISTS WORKING IN COMPANIES QUALIFY FOR APPRENTICESHIPS AND FELLOWSHIPS. A PLAYWRITING FELLOWSHIP IS AVAILABLE FOR INDIVIDUAL ARTISTS THROUGH A RESIDENCY AT NEW DRAMATISTS IN NEW YORK CITY. 32 32 7 32 0 0 771576 975546 0 0 35312 1220225 228031 -44323 1034919 2151448 12961 487090 0 0 536243 390073 0 0 452385 410720 573650 959924 1450813 74995 700635 22293615 25355655 110410 279199 22183205 25076456 X NATIONAL IN SCOPE, THE PRINCESS GRACE FOUNDATION-USA IS DEDICATED TO IDENTIFYING AND ASSISTING EMERGING TALENT IN THEATER, DANCE, AND FILM BY AWARDING GRANTS IN THE FORM OF SCHOLARSHIPS, APPRENTICESHIPS, AND FELLOWSHIPS. THE FOUNDATION'S TRUSTEES SHARE PRINCESS GRACE'S DEDICATION TO SUPPORTING THE ARTS AND THEY BELIEVE, AS PRINCESS GRACE DID, THAT CULTIVATION AND TRAINING OF EMERGING TALENT IS ESSENTIAL TO ENSURE SUSTAINED EXCELLENCE IN THE ARTS. EACH YEAR, THE FOUNDATION ANNOUNCES A SELECT GROUP OF PRINCESS GRACE AWARDS FOR DISTINCTION IN THE AREAS OF THEATER, DANCE, AND FILM. STUDENTS ARE ELIGIBLE FOR SCHOLARSHIPS; EMERGING ARTISTS WORKING IN COMPANIES QUALIFY FOR APPRENTICESHIPS AND FELLOWSHIPS. A PLAYWRITING FELLOWSHIP IS AVAILABLE FOR INDIVIDUAL ARTISTS THROUGH A RESIDENCY AT NEW DRAMATISTS IN NEW YORK CITY. 0 0 766419 487090 38181 NATIONAL IN SCOPE, THE PRINCESS GRACE FOUNDATION IS DEDICATED TO IDENTIFYING AND ASSISTING EMERGING TALENT IN THEATER, DANCE, AND FILM BY AWARDING GRANTS IN THE FORM OF SCHOLARSHIPS, APPRENTICESHIPS, AND FELLOWSHIPS. THE FOUNDATION'S TRUSTEES SHARE PRINCESS GRACE'S DEDICATION TO SUPPORTING THE ARTS AND THEY BELIEVE, AS SHE DID, THAT CULTIVATION AND TRAINING OF EMERGING TALENT IS ESSENTIAL TO ENSURE SUSTAINED EXCELLENCE IN THE ARTS. EACH YEAR, THE FOUNDATION ANNOUNCES A SELECT GROUP OF PRINCESS GRACE AWARDS FOR DISTINCTION IN THE AREAS OF THEATER, DANCE, AND FILM. STUDENTS ARE ELIGIBLE FOR SCHOLARSHIPS; EMERGING ARTISTS WORKING IN COMPANIES QUALIFY FOR APPRENTICESHIPS AND FELLOWSHIPS. A PLAYWRIGHTING FELLOWSHIP IS AVAILABLE FOR INDIVIDUAL ARTISTS THROUGH A RESIDENCY AT NEW DRAMATISTS IN NEW YORK CITY. 766419 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 12 0 1 7 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X BRISA TRINCHERO CEO 2123171470 888-C 8TH AVENUE 318 NEW YORK NY 10019 ANNE HEARST MCINERNEY DIRECTOR 1.00 X 0 0 0 ANTON KATZ DIRECTOR 2.00 0.50 X 0 0 0 BARBARA GRANT JAYNES DIRECTOR 1.00 X 0 0 0 BARBARA LEHMAN DIRECTOR 1.00 0.50 X 0 0 0 D CHRISTOPHER LE VINE DIRECTOR 1.00 2.00 X 0 0 0 GEORGE HAUPTFUHRER III DIRECTOR 2.00 X 0 0 0 GERARD COHEN DIRECTOR 1.00 X 0 0 0 HON JOHN F LEHMAN CHAIRMAN 3.00 2.00 X X 0 0 0 HRH THE PRINCESS OF HANOVER DIRECTOR 0.50 X 0 0 0 HSH PRINCE ALBERT II OF MONACO VICE CHAIRMAN 0.50 X X 0 0 0 HSH PRINCESS CHARLENE OF MONACO DIRECTOR 0.50 X 0 0 0 HSH PRINCESS STEPHANIE OF MONACL DIRECTOR 0.50 X 0 0 0 JAMES J JOHNSON DIRECTOR 1.00 X 0 0 0 JOHN GORE DIRECTOR 0.50 X 0 0 0 JOHN PAULSON DIRECTOR 0.50 X 0 0 0 JON B TURK MD DIRECTOR 2.00 0.50 X 0 0 0 KARL LAGERFIELD DIRECTOR 1.00 X 0 0 0 LESLIE ODOM JR DIRECTOR 0.50 X 0 0 0 LYNN WYATT DIRECTOR 1.00 X 0 0 0 MARY WELLS LAWRENCE DIRECTOR 1.00 X 0 0 0 MELIA BENSUSSEN DIRECTOR 1.00 X 0 0 0 MICHAEL WJ SMURFIT DIRECTOR 0.50 X 0 0 0 NOELLE WOLF DIRECTOR 1.00 X 0 0 0 NORMAN E DONOGHUE DIRECTOR 2.00 X 0 0 0 RACHEL HOVNANIAN DIRECTOR 1.00 X 0 0 0 RAYMOND P CALDIERO DIRECTOR 1.00 X 0 0 0 RICHARD KIRSHENBAUM DIRECTOR 1.00 X 0 0 0 ROBERT O MARX VICE CHAIRMAN 2.00 1.00 X X 0 0 0 ROD GANCAS DIRECTOR 1.00 X 0 0 0 SANDRA VAN ESSCHE DIRECTOR 1.00 X 0 0 0 SERENA D LESE DIRECTOR 2.00 X 0 0 0 YVES G PIAGET DIRECTOR 1.00 X 0 0 0 BRISA TRINCHERO CEO 15.00 30.00 X 251051 0 15707 NICOLE DIBONA ACCOUNTING MANAGER 40.00 X 19085 0 0 PATRICIA LEONARD DIR OF PHILANTHROPY 40.00 X 100137 0 11016 370273 0 26723 2 0 1 0 0 467989 85352 422205 50398 975546 318275 318275 160000 160000 3985433 3083483 901950 901950 901950 127000 467989 369504 -242504 -242504 MISCELLANEOUS 900099 38181 38181 38181 2151448 38181 0 1137721 487090 487090 285843 130287 26298 129258 46251 21082 4239 20930 34902 15705 3306 15891 23077 10426 2166 10485 38657 38657 131321 12450 53871 65000 49360 13396 28733 7231 70232 24581 45651 65325 12881 1737 50707 998 300 198 500 23928 6411 17517 INDIRECT FUNDRASING EXP 135149 135149 EQUIP. RENTAL & MAINT. 56530 31112 8184 17234 MISCELLANEOUS 2150 698 1452 1450813 766419 232009 452385 100963 378889 1552482 1140196 37035 45000 55264 93889 217 13834 13374 1458 460 16255561 15963411 4075449 6895196 215186 838614 22293615 25355655 68243 111557 37500 167642 4667 0 110410 279199 X 20945617 23649182 1237588 1427274 22183205 25076456 22293615 25355655 700635 2192616 0 X X 0 1 X 1 0 X 2162209 1128740 2738577 771576 975546 7776648 2162209 1128740 2738577 771576 975546 7776648 1177962 6598686 842088 718932 618807 518601 478272 3176700 236711 107785 209100 36548 165181 755325 11708673 0.56360 0.54220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 23,587. 2021 AMOUNT: $ 38,181. FUNDRAISING INCOME - 2017 AMOUNT: $ 236,711. 2018 AMOUNT: $ 107,785. 2019 AMOUNT: $ 209,100. 2021 AMOUNT: $ 127,000. GRANTS WRITEN OFF FROM PRIOR YEAR - 2020 AMOUNT: $ 12,961. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4609642 609346 5218988 4164103 445539 4609642 3630289 671455 137641 4164103 3994076 -187788 175999 3630289 3350051 250000 550923 156898 3994076 0.72652 0.27348 1 0 13834 13374 460 460 LIMITED PARTNERSHIPS 3895196 F INVESTMENT IN GRACE DE MONACO LLC 3000000 F 6895196 X 4374472 2192616 127845 204214 2524675 1849797 166502 135149 301651 2151448 3266616 127845 1854460 1982305 1284311 166502 166502 1450813 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED FOR THE GANT GAITHER AWARD. THE INCOME EARNED IS TO SUPPORT THEATER ARTISTS IN THE NAME OF GANT GAITHER, AS WAS THE INTENT OF HIS WILL. PART X, LINE 2: THE FOUNDATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2021 AND 2020 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE 204,214. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSE 135,149. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES 1,989,609. INDIRECT FUNDRAISING EXPENSE -135,149. FORM 990, PART IX, LINE 11F AND SCHEDULE D, PART XI, AND XII: TOTAL INVESTMETS FEES WERE $166,502 WHICH INCLUDES DONATED SERVICES FOR $127,845. THE DIFFERENCE, $38,657, IS REPORTED IN PART IX LINE 11F. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 448979 0 0 0 0 0 0 448979 0 448979 0 0 0 0 0 0 PART III ACCOUNTING METHOD: BOND EVENT 594989 467989 127000 369504 594989 467989 127000 369504 369504 -242504 0 EDUCATIONAL THEATRE FOUNDATION 4805 MONTGOMERY ROAD SUITE 400 CINCINNATI OH 45212 311436571 501(C)(3) 11000 0 TO FUTHER THE ORGANIZATION'S EXEMPT PURPOSE NEW DRAMATISTS INC 424 W 44TH ST NEW YORK NY 10036 131601093 501(C)(3) 28590 0 TO FUTHER THE ORGANIZATION'S EXEMPT PURPOSE POUR THE WATER AS I LEAVE 1905 ROSA PARKS WAY PORTLAND OR 97211 871086554 20000 0 SPECIAL PROJECT GRANT FOR DANIELA REPAS, 1ST PAYMENT WAYPOINT PICTURES LLC 1629 STATE STREET UNIT 4 SANTA BARBARA CA 93101 830830711 23968 0 SPECIAL PROJECT GRANT FOR DAN CHEIN, 1ST PAYMENT 2 2 NOMINATOR GRANTS (JAMES DARRAH, DANIEL CHEIN) 2 1000 PRINCESS GRACE AWARDS PAID DIRECTLY TO ARTISTS 16 160000 PRINCESS GRACE HONORARIA PAID DIRECTLY TO ARTISTS 12 12000 PROFESSIONAL DEVELOPMENT GRANTS PAID DIRECTLY TO ARTISTS 5 3493 SPECIAL PROJECT GRANTS (KIMBERLY BAUTISTA DBA ARTEVISTA FILMS, TANYA ORELLANA) 2 48000 PART I, LINE 2: THE PRINCESS GRACE FOUNDATION - USA REQUIRES INTERIM AND FINAL REPORTS FROM EACH GRANT RECIPIENT. THE OFFICE FOLLOWS UP WITH THE RECIPIENTS TO MAKE SURE THEIR REPORTS ARE SUBMITTED BY THE DEADLINES. REPORTS CONSIST OF NARRATIVE DESCRIPTIONS OF THE RECIPIENTS' EXPERIENCE DURING THE GRANT PERIOD AS WELL AS A FINANCIAL SUBSTANTIATION THAT THE FUNDS WERE EXPENDED ACCORDING TO THE GRANT AGREEMENT THAT WAS SIGNED BY THE INDIVIDUAL ARTIST, THE NOMINATING INSTITUTION AND THE PRINCESS GRACE FOUNDATION - USA. X X X 0 0 0 0 0 0 0 0 0 BRISA TRINCHERO CEO 251051 0 0 0 0 0 0 0 15707 0 266758 0 0 0 X 245 50398 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMB (B) REPRESENTS THE NUMBER OF SHARES CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 JOHN F. LEHMAN, CHAIRMAN, CHRIS LE VINE, TRUSTEE, AND HSH PRINCE ALBERT, VICE CHAIRMAN HAVE A FAMILY RELATIONSHIP. BARBARA LEHMAN, TRUSTEE, AND JOHN F. LEHMAN CHAIRMAN HAVE A FAMILY RELATIONSHIP. ROBERT O. MARX, VICE CHAIRMAN, PRINCESS CHARLENE, TRUSTEE, AND PRINCE ALBERT, VICE CHAIRMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FORM 990, THE FORM 990 IS CIRCULATED TO THE FINANCE AND AUDIT COMMITTEES FOR REVIEW. UPON THEIR ACCEPTANCE OF THE DOCUMENT, THE RETURN IS CIRCULATED TO THE BOARD OF TRUSTEES. ONCE THE BOARD OF TRUSTEES APPROVES THE 990, IT IS FILED WITH THE IRS. THE ACCEPTANCE OF THE 990 IS DOCUMENTED IN THE MINUTES FROM THIS MEETING OR NOTED SEPARATELY IF DISTRIBUTED OUTSIDE THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. AT THE ANNUAL BOARD MEETING THEY SIGN CONFLICT OF INTEREST QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USED THE FOLLOWING IN DETERMINING THE CEO'S COMPENSATION: 1)FORM 990 OF OTHER ORGANIZATIONS; 2)COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING FORMS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GRACE DE MONACO 888-C 8TH AVENUE 318 NEW YORK NY 10019 852086713 LUXURY WHOLESALE & RETAIL DE PRINCESS GRACE FOUNDATION C 204214 1136520 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0