2024-11-14T19:54:37-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 132548780 QUEEN SOFIA SPANISH INSTITUTE INC QUEE 2126280420 445 PARK AVENUE 9TH FLOOR 903 NEW YORK NY 10022 JOAN TRANT TREASURER 2126280420 2024-11-13 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z X JOAN TRANT 445 PARK AVENUE 9TH FLOOR 903 NEW YORK NY 10022 16882610 0 X WWW.QUEENSOFIASPANISHINSTITUTE.ORG X 1954 NY TO FURTHER, IN THE UNITED STATES, AN INTEREST IN THE CULTURE, LANGUAGE, LITERATURE, ART, MUSIC, HISTORY AND CUSTOMS OF SPAIN AND ITS HERITAGE. 16 15 5 15 0 0 301641 520653 0 0 880868 964397 -46026 10178 1136483 1495228 12500 20000 0 0 615817 674101 0 0 143906 565402 540537 1193719 1234638 -57236 260590 25473020 26713798 15793 44575 25457227 26669223 X SEE SCHEDULE O 0 0 121348 QUEEN SOFIA SPANISH INSTITUTE, INC. IN MADRID:-SIGNING CEREMONY OF AGREEMENT BETWEEN THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY, QUEEN SOFA SPANISH INSTITUTE (QSSI), AND THE ROYAL ACADEMY OF HISTORY FOR THE LAUNCH OF THE EDUATIONAL APP, "QUIZSTORY," TO BENEFIT AMERICAN AND SPANISH SCHOOL CHILDREN. ALL MATERIALS ARE POSTED ON THE QSSI WEBSITE FOR PUBLIC ACCESS.- BOARD MEETINGQSSI IN HOUSTON-PRESENTATION OF THE BIOGRAPHICAL DICTIONARY (DB~E) O-CARMEN POSADAS INTERVIEW GIOCONDA BELLI - CARMEN POSADAS/JAVIER SIERRA INTERVIEW- JUNIOR COMMITTEE EVENTS 10000 10000 PARTICIPATION IN REDISCOVER EL RETABLO DE MAESE PEDRO ON ITS CENTENARY:-CONCERT AT THE KENNEDY CENTER FOR THE PERFORMING ARTS (TERRACE THEATER)- THINKING THE WORLD IN SPANISH ACADEMIC PROGRAM LED BY THE CHAIR OF THE PRINCE OF ASTURIAS FOUNDATION-"A PANORAMA OF SPANISH MUSIC OF THE LAST 50 YEARS" CONCERT AT GEORGETOWN-CONFERENCES AND CONCERTS AT THE CULTURAL CENTER OF THE EMBASSY OF SPAIN IN WASHINGTON 10000 10000 CONTINUED PARTNERSHIP WITH GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY:- COLLABORATION EFFORTS WITH THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY TO DEVELOP AND DISSEMINATE RESOURCES AND MATERIALS ON THE CONTRIBUTIONS OF SPAIN TO U.S. HISTORY FROM THE 16TH CENTURY TO 1848. THIS SUBSTANTIAL AND UNIQUE PROJECT WILL ALLOW THE QSSI TO REACH THE GLI'S NETWORK OF 58,000 TEACHERS AND 3,000,000 STUDENTS THROUGHOUT 31,000 SCHOOLS NATIONWIDE. -CREATION AND DISTRIBUTION OF 6,000 POSTER SETS REFLECTING THE CONTRIBUTION OF SPAIN TO THE INDEPENDENCE OF THE UNITED STATES.-DISTRIBUTION OF QUIZSTORY: SPANISH FRIENDSHIP APP THROUGH GLI ABOVE NETWORK. 740882 TRANSLATION PRIZE 740882 882230 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X PEGGY E HOLDER-JONES 2126280420 445 PARK AVENUE 9TH FLOOR 903 NEW YORK NY 10022 PILAR LLADO ARBURUA CHAIR OF THE BOARD OF DIRECTORS 10.00 X X 0 0 0 JOSE PEPE FANJUL VICE-CHAIR 20.00 X X 0 0 0 PATRICE DEGNAN PRESIDENT & CEO 20.00 X X 0 0 0 JOAN TRANT TREASURER 20.00 X X 0 0 0 GABRIEL COOPERMAN SECRETARY 2.00 X X 0 0 0 MARIA BEGONIA SANTOS EXECUTIVE DIRECTOR & COO 40.00 X X 205000 0 67496 ALICIA ALCOCER KOPLOWITZ DIRECTOR 2.00 X 0 0 0 DAVID ASKREN DIRECTOR 5.00 X 0 0 0 MARIA LUISA CANOVAS DIRECTOR 30.00 X 0 0 0 DR CARLOS CORDON-CARDO DIRECTOR 5.00 X 0 0 0 DIXIE DE LUCA DIRECTOR 30.00 X 0 0 0 MARISA FALCO DE GODO DIRECTOR 5.00 X 0 0 0 ANTONIO GARRIGUES WALKER DIRECTOR 5.00 X 0 0 0 PROFESSOR RICHARD KAGAN DIRECTOR 30.00 X 0 0 0 NANCY KISSINGER DIRECTOR 2.00 X 0 0 0 CARMEN REVIRIEGO DIRECTOR 5.00 X 0 0 0 PEGGY HOLDER-JONES DIR. ADMIN & ACCOUNTING 40.00 X 121000 0 41521 326000 0 109017 2 0 1 0 0 467630 53023 520653 869452 869452 15220651 15125706 94945 94945 94945 271854 467630 261676 10178 10178 1495228 0 0 974575 10000 10000 10000 10000 272496 238052 16056 18388 254122 219374 15719 19029 22621 20472 1131 1018 92631 83831 4631 4169 32231 29169 1612 1450 36750 7350 29400 123573 123573 67155 62082 5073 2766 2766 14261 14261 35316 34170 573 573 9230 9230 2685 2685 3447 1149 1149 1149 PROGRAMS & GRANTS 111348 111348 SOPHIA AWARDS 98130 98130 TRANSLATION PRIZE 21733 21733 MISCELLANEOUS 13638 6819 6819 505 505 1234638 882230 208502 143906 40240 63775 52197 22786 18047 4574 5600 24717 20000 20000 20000 25336936 26577946 25473020 26713798 15793 44575 15793 44575 X 25457227 26669223 25457227 26669223 25473020 26713798 260590 951406 0 X 0 1 X 1 0 X 75602 119527 301641 520653 1017423 75602 119527 301641 520653 1017423 1017423 789665 775224 781632 784923 869452 4000896 1005 1005 5019324 0.20270 0.15000 X THE QUEEN SOFIA SPANISH INSTITUTE, INC. (THE "INSTITUTE") QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE 10% PLUS FACTS-AND-CIRCUMSTANCES TEST UNDER TREAS REG. 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS:10% OF SUPPORT LIMITATION - AT 20.27% INSTITUTE'S PUBLIC SUPPORT PERCENTAGE FOR 2023 EXCEEDED 10%.THE INSTITUTE IS A NONPROFIT CORPORATION FOUNDED IN 1954 TO STIMULATE AMERICANS' INTEREST IN THE ART, CULTURE, CUSTOMS, LANGUAGE, LITERATURE AND HISTORY OF THE SPANISH SPEAKING WORLD. THE INSTITUTE STRIVES TO PROMOTE, AMONG THE SPANISH-SPEAKING PEOPLES OF THE WORLD, KNOWLEDGE AND UNDERSTANDING OF IDEALS, CULTURE AND CUSTOMS OF THE PEOPLE OF THE UNITED STATES, TO THE END THAT TIES OF FRIENDSHIP MAY BE FORMED, MUTUAL UNDERSTANDING PROMOTED, AND BONDS OF PEACE STRENGTHENED.THE INSTITUTE IS COMMITTED TO ADVANCING MUTUAL CULTURAL APPRECIATION AND KNOWLEDGE BETWEEN THE U.S. AND SPANISH-SPEAKING COUNTRIES THROUGH DIFFERENT INITIATIVES, INCLUDING: CO-SPONSORING LECTURES, EXHIBITIONS, AND CONCERTS. HOSTING CULTURAL EVENTS TO BRING TOGETHER AND PROMOTE AWARENESS OF HISPANIC AND US INTELLECTUALS. CO-SPONSORING EDUCATIONAL PARTNERSHIPS AND LECTURES WITH NYC PUBLIC SCHOOLS AND UNIVERSITIES. ORGANIZING THE SOPHIA AWARDS GALA TO HONOR DISTINGUISHED PERSONS OR ORGANIZATIONS THAT CONTRIBUTE TO THE INTERNATIONAL APPRECIATION OF SPAIN, THE U.S. AND LATIN AMERICA. HONORING WORLD-CLASS SPANISH TO ENGLISH TRANSLATORS WITH THE ANNUAL TRANSLATION PRIZE.THE INSTITUTE'S FUNDING COMES FROM DIVERSE SOURCES INCLUDING THE BOARD OF DIRECTORS; BOARD OF DIRECTOR CONTACTS; AWARDEES; PARTNERS OF THE INSTITUTE; CONTRIBUTIONS FROM DONORS AND THE GENERAL PUBLIC. THE INSTITUTE'S ACTIVITIES ARE GOVERNED BY A BOARD OF DIRECTORS REFLECTING A BROAD RANGE OF INDIVIDUALS WITH SPECIAL BACKGROUNDS AND EXPERTISE IN MANAGING AND OPERATING NONPROFIT ORGANIZATIONS. THE INSTITUTE'S BOARD IS ACTIVELY INVOLVED IN SOLICITING NEW AND DIVERSE SOURCES OF FUNDING TO SUPPORT THE INSTITUTE'S PURPOSE.THE INSTITUTE'S STAFF AND VOLUNTEER BOARD ARE COMMITTED TO EXPANDING PUBLIC OUTREACH THROUGH PROGRAMS AND ACTIVITIES ALIGNED WITH ITS MISSION, AND TO STIMULATING ADDITIONAL PUBLIC SUPPORT FROM EXISTING AND NEW DONORS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 1,005. TRANSLATION/TRANSCRIPTION - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 2323061 951406 951406 1371655 123573 123573 1495228 1111065 0 1111065 123573 123573 1234638 SOPHIA AWARDS GALA 739484 467630 271854 28889 9521 223266 739484 467630 271854 28889 9521 223266 261676 10178 1 POST CLASSICAL ENSEMBLE INC 5104 44TH STREET NW WASHINGTON DC 20016 460465103 501(C)(3) 10000 0 FMV MUSIC GRANT 1 TRANSLATION PRIZE 1 10000 PART I, LINE 2: ALL GRANT FUNDS MUST BE EXPENDED FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), AND SOLELY FOR THE PURPOSES STATED IN THIS GRANT AGREEMENT. GRANT FUNDS MAY NOT BE EXPENDED FOR ANY OTHER PURPOSE WITHOUT THE PRIOR WRITTEN APPROVAL OF THE GRANTOR. ANY FUNDS NOT EXPENDED OR COMMITTED FOR THE PURPOSES OF THE GRANT IN ACCORDANCE WITH THE TERMS HEREOF MUST BE RETURNED TO THE GRANTOR. THE PAYMENT IS CONTINGENT UPON (I) THE GRANTEE'S PROGRESS TOWARDS ACHIEVEMENT OF GRANT PURPOSES DESCRIBED ABOVE AS DETERMINED IN THE GRANTOR'S SOLE DISCRETION, (II) REPORTS WILL BE REQUIRED THE TIMELY SUBMISSION BY THE GRANTEE OF ALL REPORTS REQUIRED IN THIS GRANT AGREEMENT, AND (III)] THERE HAVING BEEN NO MATERIAL CHANGES IN THE GRANTEE'S OPERATIONS, STAFFING, OR FUNDING THAT WOULD ADVERSELY AFFECT ITS ABILITY TO ACCOMPLISH THE PURPOSES FOR WHICH THE GRANT WAS AUTHORIZED. THE GRANTOR RETAINS THE RIGHT TO TERMINATE THE GRANT IF IN THE GRANTOR'S SOLE DISCRETION IT (A) DETERMINES THAT THE GRANTEE WILL NOT BE ABLE TO ACHIEVE THE GRANT PURPOSES, (B) BECOMES AWARE OF ACTUAL OR ALLEGED ACTS OR OMISSIONS TO ACT BY THE GRANTEE OR ONE OR MORE OF THE GRANTEE'S DIRECTORS, OFFICERS, EMPLOYEES, VOLUNTEERS, SUB-GRANTEES OR CONTRACTORS WHICH THE GRANTOR BELIEVES POSE A REPUTATIONAL RISK TO THE GRANTEE OR THE GRANTOR AND FOR WHICH THE GRANTOR DETERMINES THE GRANTEE HAS NOT TAKEN IMMEDIATE AND EFFECTIVE REMEDIAL MEASURES, OR (C) DETERMINES THAT THE GRANTEE HAS FAILED TO COMPLY WITH THE TERMS OF THIS AGREEMENT. IN THE EVENT OF SUCH TERMINATION, THE GRANTEE SHALL RETURN ANY UNEXPENDED GRANT FUNDS UPON THE REQUEST OF THE GRANTOR AND THE GRANTOR SHALL HAVE NO FURTHER FUNDING OBLIGATION. X 0 0 0 0 0 0 0 0 0 MARIA BEGONIA SANTOS EXECUTIVE DIRECTOR & COO 180000 0 25000 0 0 0 20500 0 46996 0 272496 0 0 0 PEGGY HOLDER-JONES DIR. ADMIN & ACCOUNTING 103000 0 18000 0 0 0 12100 0 29421 0 162521 0 0 0 PART III - LINE 1 THE QUEEN SOFIA SPANISH INSTITUTE, INC. (THE "INSTITUTE") IS A NONPROFIT CORPORATION FOUNDED IN 1954 TO STIMULATE AMERICANS' INTEREST IN THE ART, CULTURE, CUSTOMS, LANGUAGE, LITERATURE AND HISTORY OF THE SPANISH SPEAKING WORLD. WE STRIVE TO PROMOTE, AMONG THE SPANISH-SPEAKING PEOPLES OF THE WORLD, KNOWLEDGE AND UNDERSTANDING OF IDEALS, CULTURE AND CUSTOMS OF THE PEOPLE OF THE UNITED STATES, TO THE END THAT TIES OF FRIENDSHIP MAY BE FORMED, MUTUAL UNDERSTANDING PROMOTED, AND BONDS OF PEACE STRENGTHENED. THE INSTITUTE IS COMMITTED TO ADVANCING MUTUAL CULTURAL APPRECIATION AND KNOWLEDGE BETWEEN THE U.S. AND SPANISH-SPEAKING COUNTRIES THROUGH VARIOUS INITIATIVES, INCLUDING: * SPONSORING LECTURES, EXHIBITIONS, CONCERTS, AND OTHER ACADEMIC AND CULTURAL EVENTS. *CO-SPONSORING EDUCATIONAL MATERIALS AND LECTURES WITH NYC PUBLIC AND PRIVATE SCHOOLS AND UNIVERSITIES. *ORGANIZING EVENTS TO PROMOTE AWARENESS AND TO HONOR DISTINGUISHED PERSONS OR ORGANIZATIONS THAT HAVE ACTIVELY CONTRIBUTED TO INTERNATIONAL APPRECIATION OF SPAIN AND THE AMERICAS. *HONORING WORLD-CLASS SPANISH TO ENGLISH TRANSLATORS WITH THE ANNUAL TRANSLATION PRIZE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY MEMBERS OF THE FINANCIAL AND INVESTMENT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE GIVEN THE CONFLICT OF INTEREST POLICY TO READ AND THEN THE DISCLOSURE STATEMENT TO FILL OUT. THERE ARE NO PRESENT BOARD MEMBERS THAT HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS RECOMMEND AND APPROVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.