2025-11-13T12:30:02-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-01-01 232218331 PRINCESS GRACE FOUNDATION - USA PRIN 2123171470 565 FIFTH AVE 23RD FLOOR NEW YORK NY 10017 DIANA KEMPPAINEN PRESIDENT 2123171470 2024-11-15 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-11-07 2024 2025-03-06 01:10:19Z X DIANA KEMPPAINEN 565 FIFTH AVE 23RD FLOOR NEW YORK NY 10017 7071825 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. 24 24 6 24 7569 0 644332 5482860 0 0 1570665 405631 534012 481065 2749009 6369556 607862 664264 0 0 748771 690940 0 0 937210 506316 942136 1862949 2297340 886060 4072216 24882054 30128746 1048645 1139281 23833409 28989465 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 1029328 664264 11852 THE PRINCESS GRACE AWARDS SUPPORT EXTRAORDINARY EMERGING ARTISTS IN THEATER, DANCE, AND FILM THROUGH UNRESTRICTED GRANTS. THE PROGRAM HONORS CREATIVE GENERATORS (THEATER DIRECTORS, DESIGNERS, CHOREOGRAPHERS, AND FILM DIRECTORS) AND PERFORMANCE-BASED ARTISTS (INCLUDING BUT NOT LIMITED TO ACTORS AND DANCERS), WITH A PLAYWRITING FELLOWSHIP OFFERED IN PARTNERSHIP WITH NEW DRAMATISTS. THE APPLICATION IS NOMINATION-BASED, WITH NOMINATIONS COMING FROM SCHOOLS, NONPROFIT THEATER AND DANCE COMPANIES, NONPROFIT MEDIA ARTS CENTERS, AND PREVIOUS PRINCESS GRACE AWARD WINNERS. PRINCESS GRACE AWARD WINNERS (EXCLUDING PLAYWRITING FELLOWS) ARE CHOSEN THROUGH A RIGOROUS TWO-STAGE ADJUDICATION PROCESS LED BY EXPERT PRACTITIONERS ACROSS DISCIPLINES, CULMINATING IN IN-PERSON DELIBERATIONS WHERE DECISIONS ARE REACHED BY CONSENSUS. SUCCESSFUL NOMINATORS RECEIVE A MODEST GRANT IN RECOGNITION OF THEIR SUCCESSFUL NOMINATION. APPLICANTS TO THE PRINCESS GRACE AWARDS MUST BE LIVING AND WORKING IN THE UNITED STATES AT THE TIME OF NOMINATION.BEYOND THE INITIAL AWARD, THE FOUNDATION REMAINS COMMITTED TO ITS ARTISTS BY OFFERING ADVANCEMENT GRANTS WHICH INCLUDE OPPORTUNITIES FOR PROJECT SPECIFIC SUPPORT (SPECIAL PROJECT GRANTS), PROFESSIONAL DEVELOPMENT (PROFESSIONAL DEVELOPMENT GRANTS) AND INTENSIVE COACHING IN PARTNERSHIP WITH MAP FUND'S SPA PROGRAM (PRINCESS GRACE ARTIST FELLOWSHIP). 1029328 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 11 0 1 6 1 1 1 1 MN 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 DIANA KEMPPAINEN PRESIDENT 2123171470 565 FIFTH AVE 23RD FLOOR NEW YORK NY 10017 ANNE HEARST DIRECTOR 0.50 X 0 0 0 ANTON KATZ DIRECTOR 2.00 0.50 X 0 0 0 BARBARA LEHMAN DIRECTOR 1.00 0.50 X 0 0 0 BRISA CARLETON DIRECTOR 0.50 X 0 0 0 CLAUDIA POCCIA DIRECTOR 0.50 X 0 0 0 D CHRISTOPHER LE VINE DIRECTOR 1.00 2.00 X 0 0 0 GERARD COHEN DIRECTOR 0.50 X 0 0 0 HON JOHN F LEHMAN CHAIRMAN 3.00 2.00 X X 0 0 0 HSH PRINCE ALBERT II OF MONACO VICE CHAIRMAN 0.50 X X 0 0 0 JOHN GORE DIRECTOR 0.50 X 0 0 0 JOHN M CHU DIRECTOR 0.50 X 0 0 0 JOHN PAULSON DIRECTOR 0.50 X 0 0 0 JON B TURK MD DIRECTOR 1.00 X 0 0 0 KINGA LAMPTERT DIRECTOR 0.50 X 0 0 0 LESLIE ODOM JR DIRECTOR 0.50 X 0 0 0 NOELLE WOLF DIRECTOR 0.50 X 0 0 0 RACHEL HOVNANIAN DIRECTOR 0.50 X 0 0 0 RICHARD KIRSHENBAUM DIRECTOR 1.00 1.00 X 0 0 0 ROBERT O MARX VICE CHAIRMAN 3.00 1.00 X X 0 0 0 ROD GANCAS DIRECTOR 0.50 X 0 0 0 SANDRA VAN ESSCHE DIRECTOR 1.00 X 0 0 0 SCOTT GREENSTEIN DIRECTOR 0.50 X 0 0 0 SERENA D LESE DIRECTOR 1.00 X 0 0 0 WOO JUNG CHO DIRECTOR 0.50 X 0 0 0 DIANA CARTWRIGHT PRESIDENT 40.00 X 185000 0 13125 KATHERINE EPSTEIN CONTRACTED ACCOUNTING MANAGER 8.00 X 20510 0 0 PATRICIA LEONARD CHIEF PHILANTHROPY OFFICER 40.00 X 110000 0 13125 315510 0 26250 2 0 1 0 0 1128632 4354228 25520 5482860 185833 4917 180916 624833 624833 589165 369367 219798 219798 2652 217146 177282 1128632 332902 -155620 -155620 OTHER REVENUE 900099 11852 11852 11852 6369556 11852 7569 867275 X 63500 63500 585764 585764 15000 15000 218658 109338 54660 54660 333185 45569 9587 278029 89375 19133 16906 53336 49722 12472 9791 27459 14267 14267 49024 49024 428445 32752 63465 332228 96419 199 1457 94763 122971 43040 79931 76567 60291 3378 12898 2199 653 427 1119 23806 10407 13399 EQUIP. RENTAL & MAINT. 55355 31210 9752 14393 MEALS AND FACILITIES RE 50824 50824 MISCELLANEOUS 22259 4758 17501 2297340 1029328 330802 937210 1212 4731 525581 928018 691945 320078 299403 85447 2250 1342 12786 6891 6116 5895 7570720 8346114 2843651 3075538 10100000 17001522 2841176 360061 24882054 30128746 412988 731407 128849 47813 506808 360061 1048645 1139281 X 21997305 27006793 1836104 1982672 23833409 28989465 24882054 30128746 4072216 1083840 0 X X 0 1 X 1 0 X 771576 975546 1059204 644332 5482860 8933518 771576 975546 1059204 644332 5482860 8933518 3633551 5299967 518601 478275 586517 702125 810666 3096184 36548 165181 41171 50000 189134 482034 12511736 0.42360 0.54900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 23,587. 2021 AMOUNT: $ 38,181. 2022 AMOUNT: $ 871. 2023 AMOUNT: $ 50,000. 2024 AMOUNT: $ 11,852. FUNDRAISING INCOME - 2021 AMOUNT: $ 127,000. 2022 AMOUNT: $ 40,300. 2024 AMOUNT: $ 177,282. GRANTS WRITEN OFF FROM PRIOR YEAR - 2020 AMOUNT: $ 12,961. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5146286 513987 5660273 4777708 368319 5146286 5218988 441280 4777708 4609642 609346 5218988 4164103 445539 4609642 0.72357 0.27643 1 0 12786 6891 5895 5895 LIMITED PARTNERSHIPS 3075538 F 3075538 INVESTMENT IN GRACE DE MONACO LLC 17001522 F 17001522 LEASE LIABILITY 360061 360061 X 7372466 1083840 -31906 1051934 6320532 49024 49024 6369556 6887413 4639097 4639097 2248316 49024 49024 2297340 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 ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023 IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE -31,906. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES 4,639,097. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 300856 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GRANT GIVEN 15000 0 0 0 0 0 0 315856 0 315856 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT THE FILM ABOUT MONACO 15000 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: THE PRINCESS GRACE AWARDS SUPPORT EXTRAORDINARY EMERGING ARTISTS IN THEATER, DANCE, AND FILM THROUGH UNRESTRICTED GRANTS. THE PROGRAM HONORS BOTH CREATIVE GENERATORS (THEATER DIRECTORS, DESIGNERS, CHOREOGRAPHERS, AND FILM DIRECTORS) AND PERFORMANCE-BASED ARTISTS (INCLUDING BUT NOT LIMITED TO ACTORS AND DANCERS), WITH A PLAYWRITING FELLOWSHIP OFFERED IN PARTNERSHIP WITH NEW DRAMATISTS. THE APPLICATION IS NOMINATION-BASED, WITH NOMINATIONS COMING FROM SCHOOLS, NONPROFIT THEATER AND DANCE COMPANIES, NONPROFIT MEDIA ARTS CENTERS, AND PREVIOUS PRINCESS GRACE AWARD WINNERS. PRINCESS GRACE AWARD WINNERS (EXCLUDING PLAYWRITING FELLOWS) ARE CHOSEN THROUGH A RIGOROUS TWO-STAGE ADJUDICATION PROCESS LED BY EXPERT PRACTITIONERS ACROSS DISCIPLINES, CULMINATING IN IN-PERSON DELIBERATIONS WHERE DECISIONS ARE REACHED BY CONSENSUS. SUCCESSFUL NOMINATOR RECEIVE A MODEST GRANT IN RECOGNITION OF THEIR SUCCESSFUL NOMINATION. APPLICANTS TO THE PRINCESS GRACE AWARDS MUST BE LIVING AND WORKING IN THE UNITED STATES AT THE TIME OF NOMINATION. BEYOND THE INITIAL AWARD, THE FOUNDATION REMAINS COMMITTED TO ITS ARTISTS BY OFFERING ADVANCEMENT GRANTS WHICH INCLUDE OPPORTUNITIES FOR PROJECT SPECIFIC SUPPORT (SPECIAL PROJECT GRANTS), PROFESSIONAL DEVELOPMENT (PROFESSIONAL DEVELOPMENT GRANTS) AND INTENSIVE COACHING IN PARTNERSHIP WITH MAP FUND'S SPA PROGRAM (PRINCESS GRACE ARTIST FELLOWSHIP). THE PRINCESS GRACE FOUNDATION-USA MAINTAINS A RELATIONSHIP WITH OUR SISTER CHARITABLE ORGANIZATION BASED IN MONACO, THE FONDATION PRINCESSE GRACE, MONACO OVERSEEN BY HER ROYAL HIGHNESS THE PRINCESS OF HANOVER, AND PROVIDES AN ANNUAL GRANT TO SUPPORT THEIR ARTS AND CULTURAL WORK, FURTHER STRENGTHENING THE SHARED LEGACY OF PRINCESS GRACE ON A GLOBAL SCALE. 2024 GALA 1305914 1128632 177282 297100 35802 1305914 1128632 177282 297100 35802 332902 -155620 1 EDUCATIONAL THEATRE FOUNDATION 4805 MONTGOMERY ROAD SUITE 400 CINCINNATI OH 45212 311436571 501(C)(3) 42000 0 GRACE KELLY SCHOLARSHIP NEW DRAMATISTS PO BOX 2697 NEW YORK NY 10108 131601093 501(C)(3) 21000 0 PRINCESS GRACE AWARD 2024 - PLAYWRIGHT AWARD 2 GRACE KELLY SCHOLARSHIP INDIVIDUAL 19 9000 PRINCESS GRACE AWARDS PAID DIRECTLY TO ARTISTS 11 16500 PRINCESS GRACE HONORARIA PAID DIRECTLY TO ARTISTS 18 270000 SPECIAL PROJECT GRANTS (KIMBERLY BAUTISTA DBA ARTEVISTA FILMS, TANYA ORELLANA) 30 290264 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 DIANA CARTWRIGHT PRESIDENT 185000 0 0 0 0 0 0 0 13125 0 198125 0 0 0 X 1 25520 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 32,752. MANAGEMENT AND GENERAL EXPENSES 63,465. FUNDRAISING EXPENSES 332,228. TOTAL EXPENSES 428,445. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GRACE DE MONACO 565 FIFTH AVE 23RD FLOOR NEW YORK NY 10017 852086713 LUXURY WHOLESALE & RETAIL DE PRINCESS GRACE FOUNDATION C 6901522 2218714 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 GRACE DE MONACO B 6901522 FMV