2025-11-13T10:48:27-06:00 2024-12-31 332043014 CASSIDY ADVISORS AND ACCOUNTANTS LLC 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2024-01-01 311780833 HISTORIC ROYAL PALACES INC HIST 6468670994 1350 AVE OF THE AMERICAS FL2 STE266 NEW YORK NY 10019 JOHN BARNES PRESIDENT 6468670994 2025-11-13 1 1 CHRISTINE E CASSIDY P00022087 8436892800 2025-11-13 2024 2025-03-06 01:10:19Z JOHN BARNES APT 39 HAMPTON COURT PLACE SURREY UK KT8 9AU 602669 0 X N/A X 2001 DE TO SUPPORT SOME OF THE MOST IMPORTANT AND INTERESTING HISTORIC ROYAL BUILDINGS IN THE WORLD AND RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT THESE HISTORIC BUILDINGS AND THEIR COLLECTIONS. 7 7 0 0 0 0 171790 602669 0 0 0 0 0 0 171790 602669 170000 214500 0 0 0 0 0 0 0 786 15537 170786 230037 1004 372632 86298 459048 157 275 86141 458773 X TO SUPPORT SOME OF THE MOST IMPORTANT AND INTERESTING HISTORIC ROYAL BUILDINGS IN THE WORLD AND RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT THESE HISTORIC BUILDINGS AND THEIR COLLECTIONS. 0 0 130000 130000 TO SUPPORT THE WILD ABOUT WELLBEING PROGRAM 47500 47500 TO SUPPORT GENERAL CHARITABLE PURPOSES. 32000 32000 TO SUPPORT DRESS CODES. 5000 5000 TO SUPPORT MAINTENANCE OF THE TOWER. 5000 5000 214500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X CHAPEL & YORK LTD 6468670994 12 LADYCROSS BUSINESS PARK LINGFIELD SURREY UK RH7 6PD X ALICE BOYNE RESIGNED '24 0.00 X 0 0 0 EDWARD CARL ALBIN FORSBERG JR RESIGNED '24 0.00 X 0 0 0 GENEVIEVE MUINZER DIRECTOR 0.50 X 0 0 0 JI YOUNG CHOI DIRECTOR 0.50 X 0 0 0 MONICA GERARD-SHARP WAMBOLD DIRECTOR/VICE CHAIR 0.50 X 0 0 0 HERBERT KOZLOV DIRECTOR & CHAIRMAN 0.50 X 0 0 0 JAMES C MCCARROLL DIRECTOR 0.50 X 0 0 0 DAVID CANNADINE DIRECTOR 0.50 X 0 0 0 ANTONIA NEWMAN DIRECTOR 0.50 X 0 0 0 JOHN BARNES PRESIDENT 0.50 X 0 0 0 LYDIA LAWRENCE SECRETARY 1.00 X 0 0 0 ANUPAM GANGULI TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 28595 574074 602669 602669 0 0 0 214500 214500 11494 11494 2554 2554 179 179 PAYPAL FEES 970 970 BANK FEES - POST YEAR E 275 275 BANK FEES 40 40 STATE FEES 25 25 230037 214500 15537 0 78653 445373 7645 13675 86298 459048 157 275 157 275 X 86141 458773 86141 458773 86298 459048 372632 0 X 1 X 0 0 0 X 273367 89344 223444 171790 302669 1060614 273367 89344 223444 171790 302669 1060614 745696 314918 1060614 0.29690 0.33290 X PUBLIC SERVICES:SINCE IT WAS ESTABLISHED IN 2001, HISTORIC ROYAL PALACES, INC. (HRP INC) HAS BEEN RAISING FUNDS FOR SOME OF THE MOST IMPORTANT AND INTERESTING HISTORIC ROYAL BUILDINGS IN THE WORLD INCLUDING THE TOWER OF LONDON, HAMPTON COURT PALACE, THE BANQUETING HOUSE, KENSINGTON PALACE, KEW PALACE, AND HILLSBOROUGH CASTLE AND GARDENS. HRP INC IS GOVERNED BY A BOARD OF DIRECTORS WHO AIM TO RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT THESE HISTORIC BUILDINGS AND THEIR COLLECTIONS, AND RAISE THE VITAL FUNDS NEEDED TO PROTECT THE FUTURE OF THESE IMPORTANT SITES. HRP INC AIMS TO:1. BUILD RELATIONSHIPS AND RAISE PHILANTHROPIC AND PARTNERSHIP INCOME FOR HRP INC -BUILD A COMMUNITY OF SUPPORTERS THROUGH OUR AMERICAN FRIENDS AND PATRONS SCHEMES -STEWARDSHIP OF EXISTING SUPPORTERS AND DONORS -RECRUITMENT OF NEW DONORS TRUSTS, FOUNDATIONS, INDIVIDUALS, CORPORATIONS 2. PROMOTE THE PALACES IN THE USA -RAISE AWARENESS AND SHARE THE STORIES OF THE PALACES, THE COLLECTIONS THEY HOUSE AND CURRENT PRIORITIES FOR CONSERVATION, ENGAGEMENT AND OUTREACH -PROMOTE AN ON-GOING RELATIONSHIP BETWEEN US CITIZENS AND THE PALACES 3. DEVELOP ENGAGEMENT WITH HRP INC AND THE WORK IT SUPPORTS -DEVELOP A US EVENTS PROGRAMME WHICH ENGAGES NEW AND EXISTING DONORS -PROVIDE SUPPORTERS WITH REGULAR MEANINGFUL COMMUNICATION ABOUT THE WORK THEY SUPPORT SOURCES OF SUPPORT:SUPPORT IS SOUGHT THROUGH OUR MEMBERSHIP SCHEMES OUR PATRONS AND AMERICAN FRIENDS - AND FROM A GROWING NUMBER OF INDIVIDUALS, COMPANIES AND CHARITABLE TRUSTS. PRE-COVID, HRP INC HOSTED A REGULAR PROGRAMME OF EVENTS, INCLUDING ANNUAL SPRING AND FALL LECTURE TOURS IN THE USA. IN 2021, WE ELECTED A CHAIR TO SUPPORT THE DELIVERY OF HRP INC'S MISSION AND WITH A GREATER EMPHASIS ON FUNDRAISING. NOW THAT WE HAVE EMERGED FROM THE PANDEMIC WITH INCREASED FUNDS AVAILABLE FOR ACTIVITY, WE ARE STARTING TO PLAN MORE REGULAR EVENTS FOR PROSPECTIVE SUPPORTERS ONCE AGAIN. WE HOSTED AN EVENT FOR PROSPECTIVE & EXISTING SUPPORTERS AT THE BRITISH CONSULATE NEW YORK IN OCTOBER 2024 AND HAVE SINCE HOSTED TWO ENGAGEMENT IN NEW YORK, WITH A FURTHER EVENT PLANNED FOR SPRING 2026.GOVERNING BODY:DIRECTORS EDWARD FORSBERG JR (RESIGNED 11/20/2024) 17/03/2014 ED FORSBERG IS A SENIOR BANKER, REGIONAL MANAGER AND CHIEF MARKETING OFFICER WHO HAS SUCCEEDED IN ORIGINATING, PLACING AND CLOSING FINANCIAL ADVISORY MANDATES, DEVELOPING AND IMPLEMENTING UNIQUE REVENUE ENHANCING STRATEGIES, TRANSFORMING UNDER PERFORMING OPERATIONS, PENETRATING NEW MARKETS AND IN MENTORING, COACHING AND LEADING HIS TEAMS. HE IS AN ENTREPRENEUR AND FOUNDER OF TWO CONSULTING FIRMS; BROWN SHIPLEY & STETSON WHICH ADVISED LARGE REGIONAL BANKS, AND FORSBERG & COMPANY WHICH ADVISES CORPORATES AND PRIVATE EQUITY GROUPS' PORTFOLIO BUSINESSES. ED IS SERVING OR HAS SERVED IN SENIOR LEVEL POSITIONS IN WORLD CLASS ORGANIZATIONS AND ON THE BOARDS OF DIRECTORS OF THE MOST VENERABLE ORDER OF THE HOSPITAL OF ST. JOHN IN JERUSALEM, THE LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION, YOUNG AUDIENCES OF ATLANTA, THE JOINT TECH-GEORGIA DEVELOPMENT FUND, PRESIDENT OF A LUTHERAN CHURCH COUNCIL, PRESIDENT OF THREE PTA'S AND CITIBANK REPRESENTATIVE ON THE UNITED WAY OF METRO ATLANTA. MONICA GERARD-SHARP (VICE CHAIR) 26/07/2015 MONICA GERARD-SHARP IS AN INVESTOR AND MEDIA EXECUTIVE AND CONSULTANT. MONICA HAS NEARLY FOUR DECADES OF EXPERIENCE WITH PRINT, TELEVISION, AND DIGITAL MEDIA AND IS WELL-KNOWN THROUGHOUT THE COMMUNICATIONS INDUSTRY. MONICA CONTINUES TO LEND HER EXPERTISE TO MONALI MEDIA INC., WHERE SHE HAS BEEN THE PRESIDENT SINCE 1991. HER ROLE INCLUDES MANAGING THE COMPANY'S MEDIA ACQUISITIONS, PARTNERSHIPS, AND INVESTMENTS, DIRECTING A $50 MILLION-PLUS PORTFOLIO THAT INCLUDES EQUITY, PARTNERSHIPS, AND HEDGE FUNDS, AND HEADING SUBSIDIARIES.IN HER FREE TIME, SHE ENJOYS PURSUING HER INTEREST IN THEATER AND COMMUNITY SERVICE. SHE IS CURRENTLY A PANELIST TASKED WITH SELECTING 30 POSTGRADUATE FELLOWS ANNUALLY FOR THE PAUL AND DAISY SOROS FELLOWSHIP FOR NEW AMERICANS, AND HAS BEEN A MEMBER OF THE EXECUTIVE COMMITTEE OF THE THEATRE FOR A NEW AUDIENCE SINCE 2007, A MEMBER OF THE AMERICAN ASSOCIATES OF THE NATIONAL THEATRE SINCE 2006, AND A MEMBER OF THE ADVISORY BOARD OF THE AMERICAN MUSEUM OF NATURAL HISTORY SINCE 1998.HERBERT F. KOZLOV (CHAIRMAN) 10/03/2021 HERBERT KOZLOV IS A PARTNER AT LAW FIRM, REEDSMITH. HERB'S PRACTICE FOCUSES UPON CORPORATE LAW, INCLUDING PUBLIC AND PRIVATE MERGERS, ACQUISITIONS AND DIVESTITURES; CORPORATE GOVERNANCE MATTERS; PRIVATE EQUITY TRANSACTIONS; CAPITAL MARKETS TRANSACTIONS; VENTURE CAPITAL TRANSACTIONS; PARTNERSHIP MATTERS; CROSS-BORDER TRANSACTIONS; AND REPRESENTATION OF PRIVATE AND PUBLICLY OWNED COMPANIES. HERB SERVES AS OUTSIDE GENERAL COUNSEL FOR PUBLIC AND PRIVATE COMPANIES AND ADVISES ON A BROAD RANGE OF LEGAL ISSUES. HE HAS SERVED AS A DIRECTOR OF VARIOUS COMPANIES. HE HAS PLAYED AN ACTIVE ROLE IN ADVISING COMPANIES IN DIVERSE FIELDS, INCLUDING INFORMATION SCIENCES; REAL ESTATE FINANCE; SOFTWARE; FINTECH; COMMUNICATIONS; BIOMEDICAL, NUTRITION AND HEALTH CARE; CHEMICAL AND PLASTICS; ADVERTISING, MARKETING AND PROMOTIONS; AND MEDIA AND ENTERTAINMENT. HE ALSO HAS EXTENSIVE EXPERIENCE IN CORPORATE DISPUTES AND LITIGATION; DEFENDING SHAREHOLDER CLASS ACTION AND DERIVATIVE CLAIMS; CONDUCTING INTERNAL CORPORATE INVESTIGATIONS; AND HANDLING DISPUTES AMONG SHAREHOLDERS OF CLOSELY HELD COMPANIES. HERB'S DIVERSE CORPORATE PRACTICE HAS INCLUDED HOSTILE TENDER OFFER LITIGATION, PROXY CONTESTS, BOARD-LEVEL DISPUTES, PARTNERSHIP AND CONTRACT DISPUTES, AND INTELLECTUAL PROPERTY LITIGATION (THROUGH TRIAL). HERB CHAIRS THE FIRM'S GLOBAL FINTECH PRACTICE AND ALSO CHAIRS THE LEGAL OPINIONS COMMITTEE. HE HAS ALSO SERVED AS A MEMBER OF THE FIRM'S EXECUTIVE COMMITTEE, AUDIT COMMITTEE AND STRATEGY COMMITTEE. HE IS A LEADING LAWYER IN THE FIRM'S CORPORATE GOVERNANCE PRACTICE. JAMES C. MCCARROLL 12/07/2023 JIM IS A PARTNER AT LAW FIRM, REED SMITH. JIM IS THE LEADER OF THE INVESTMENT MANAGEMENT TEAM. HE ALSO IS A PARTNER IN THE FIRM'S FINANCIAL INDUSTRY GROUP, AND THE COMMERCIAL RESTRUCTURING & BANKRUPTCY GROUP. JIM'S EXPERIENCE INCLUDES REPRESENTATIONS OF: SOME OF THE WORLD'S LARGEST PRIVATE AND PUBLIC COMPANIES, AS WELL AS BOARDS OF DIRECTORS AND COMMITTEES, IN MATTERS RANGING FROM MERGERS AND ACQUISITIONS, TO ASSET DISPOSITIONS, INTERNAL INVESTIGATIONS, RESTRUCTURINGS AND LIQUIDATIONS; PRIVATE CREDIT AND INVESTMENT FUNDS IN ALL ASPECTS OF THEIR BUSINESS ACTIVITIES.GENEVIEVE MUINZER 07/12/2011 GENEVIEVE IS FOUNDER OF AD ASTRA FILMSHTTPS://ADASTRAFILMS.UK HAVING BEEN WITH THE PRINCE'S FOUNDATION FOR TWELVE YEARS AS EDITOR IN CHIEF OF ITS ALUMNI AND MEMBERSHIP MAGAZINES. GENEVIEVE IS CURRENTLY AN ADVISOR TO CIVIC STORY IN NEW JERSEY; TRUSTEE FOR THE PRINCETON UNIVERSITY CHARITABLE FOUNDATION; TRUSTEE/DIRECTOR FOR SIMPLE8 THEATRE COMPANY AND A TRUSTEE FOR INSPIRING GIRLS LED BY MIRIAM GONZALEZ. FORMER WRITER FOR BBC RADIO 4, INTERNATIONAL HERALD TRIBUNE AND THE WALL STREET JOURNAL. JI YOUNG CHOI 26/07/2015 JI YOUNG IS A FORMER SENIOR STRATEGY CONSULTANT FOR SOME OF THE WORLD'S LARGEST AND MOST HIGH-PROFILE ORGANIZATIONS FROM COND NAST TO THE U.S TREASURY. SHE HAS SINCE JOINED THE FAST-PACED WORLD OF HIGH-GROWTH TECH START-UPS, HELPING TO BUILD AND SCALE GENERAL ASSEMBLY'S ENTERPRISE BUSINESS. IN 2020, JI YOUNG JOINED BELLHOP, HELPING TO BRING TRANSPARENCY AND CONVENIENCE TO RIDEHAIL CONSUMERS WORLDWIDE (MOBILITY/TRANSPORTATION). SPECIALIZES IN STRATEGY, CHANGE MANAGEMENT, IDENTIFYING TALENT, AND BUILDING SCALABLE PROCESSES. ALICE BOYNE (RESIGNED 7/18/2024) 16/02/2015 ALICE SPENT HER CAREER WITH THE ENGLISH-SPEAKING UNION OF THE UNITED STATES (ESU) RISING FROM AN ENTRY LEVEL POSITION TO EXECUTIVE DIRECTOR, FIRST WOMAN TO HOLD THE POST. IN 2003, ALICE WAS APPOINTED ENGLISH-SPEAKING UNION PRESIDENT, A POSITION SHE HELD UNTIL RETIREMENT IN 2014. DURING HER TENURE SHE DEVELOPED THE NATIONAL SHAKESPEARE COMPETITION, THE BIGGEST SHAKESPEARE BASED EDUCATIONAL TOOL FOR AMERICAN TEENS AND SECURED THE LARGEST GRANT IN THE ORGANIZATION'S HISTORY TO CREATE THE ANDREW ROMAY NEW IMMIGRANT CENTER. ALICE ALSO SERVED ON THE ORIGINAL WORKING BOARD OF THE AMERICAN FUND FOR WESTMINSTER ABBEY. IN RETIREMENT ALICE HAS FOCUSED HER VOLUNTEER ACTIVITY THROUGH HER EAST HAREM PARISH, ST. FRANCIS DE SALES CHURCH, CONCENTRATING ON FUNDRAISING, SOCIAL JUSTICE INITIATIVES AND FAITH FORMATION FOR CHILDREN AND ADULTS.ANTONIA NEWMAN (EX-OFFICIO) 05/04/2022 ANTONIA JOINED HISTORIC ROYAL PALACES IN NOVEMBER 2021 AS DIRECTOR OF DEVELOPMENT.ANTONIA HAS WORKED IN THE CHARITABLE SECTOR FOR OVER 20 YEARS. MOST RECENTLY SHE WAS DIRECTOR OF PHILANTHROPY AND PARTNERSHIPS AT THE ROYAL MARSDEN CANCER CHARITY (2016-2021) WHERE HER RESPONSIBILITIES INCLUDED ESTABLISHING AND SUCCESSFULLY DELIVERING A 70 MILLION CAPITAL APPEAL. BEFORE THAT SHE HELD A NUMBER OF ROLES AT CANCER RESEARCH UK. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH AMOUNT: 300000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS CHARITABLE PURPOSES 214500 0 0 0 0 0 0 214500 0 214500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM WILD ABOUT WELLBEING 130000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TOWER MAINTENANCE & CONSERVATION 5000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GENERAL SUPPORT 47500 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) DRESS CODES 32000 WIRE 0 FMV 1 0 0 0 0 0 0 0 PART I, LINE 2: THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501(C)(3) PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN OFFICER REVIEWS THE 990 AND SIGNS OFF ON THE NUMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED THE CONFLICT OF INTEREST POLICY AND EACH YEAR BOARD MEMBERS SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST.