2025-11-17T10:37:00-06:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 133100091 FRENCH HERITAGE SOCIETY INC FREN 2127596846 14 EAST 60TH STREET 605 NEW YORK NY 10022 DAVID GRAY ASISTANT TREASURER 2127596846 2025-11-16 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z SEE SCHEDULE O DAVID GRAY 14 EAST 60TH STREET 605 NEW YORK NY 10022 2675657 0 X WWW.FRENCHHERITAGESOCIETY.ORG X 1981 NY ENSURE FRENCH ARCHITECTURAL TREASURERS & CULTURAL HERITAGE SURVIVE TO INSPIRE FUTURE GENERATIONS 29 28 6 30 0 0 1412953 1328663 8350 5700 21071 80272 507997 543169 1950371 1957804 204660 529160 0 0 797753 798215 0 0 298693 399600 377733 1402013 1705108 548358 252696 2486752 2940604 378598 603506 2108154 2337098 X TO ENSURE THAT THE TREASURES OF OUR SHARED FRENCH ARCHITECTURAL AND CULTURAL HERITAGE SURVIVE TO INSPIRE FUTURE GENERATIONS TO BUILD, DREAM AND CREATE. SEE SCHEDULE O FOR COMPLETE MISSION. 0 0 643743 461199 RESTORATION PROJECTS: SEE SCHEDULE O 171033 MEMBERSHIP SERVICES: SEE SCHEDULE O 281327 67961 42242 CULTURAL EXCHANGE & EDUCATIONAL PROGRAMS: SEE SCHEDULE O 1096103 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 9 0 1 6 1 0 1 FR 0 0 0 1 1 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X DAVID GRAY ASSISTANT TREASURER 2127596846 14 EAST 60TH STREET 605 NEW YORK NY 10022 HERLEINJENNIFER L EXECUTIVE DIRECTOR 40.00 X X 203197 0 23918 DENIS DE KERGORLAY PRESIDENT 1.00 X X 0 0 0 ELIZABETH F STRIBLING CHAIRMAN 1.00 X X 0 0 0 TIMOTHY CORRIGAN VICE CHAIRMAN 1.00 X X 0 0 0 KAZIE HARVEY TREASURER 1.00 X X 0 0 0 DAVID GRAY ASSISTANT TREASURER 1.00 X X 0 0 0 CECE BLACK DIRECTOR 1.00 X 0 0 0 CHRISTIAN DRAZ DIRECTOR 1.00 X 0 0 0 CLAUDETTE ELEINI DIRECTOR 1.00 X 0 0 0 JENNIFER FARRELL DIRECTOR 1.00 X 0 0 0 RONALD LEE FLEMING DIRECTOR 1.00 X 0 0 0 ELISA FREDRICKSON DIRECTOR 1.00 X 0 0 0 ROSANN GUTMAN DIRECTOR 1.00 X 0 0 0 BRENDA HOWARD DIRECTOR 1.00 X 0 0 0 ALEXANDRE IPPOLITO DIRECTOR 1.00 X 0 0 0 DENA KAYE DIRECTOR 1.00 X 0 0 0 ISABELLE DE LAROULLIRE DIRECTOR 1.00 X 0 0 0 SARAH DE LENCQUESAING DIRECTOR 1.00 X 0 0 0 SILVINA LEONE DIRECTOR 1.00 X 0 0 0 LIZ MCDERMOTT BARNES DIRECTOR 1.00 X 0 0 0 MICHLE LE MENESTREL-ULLRICH DIRECTOR 1.00 X 0 0 0 JUAN PABLO MOLYNEUX DIRECTOR 1.00 X 0 0 0 MICHEL MOSCOVICI DIRECTOR 1.00 X 0 0 0 MAUREEN M NASH DIRECTOR 1.00 X 0 0 0 GEORGE P SAPE DIRECTOR 1.00 X 0 0 0 JEAN SHAFIROFF DIRECTOR 1.00 X 0 0 0 CASSANDRA SURER DIRECTOR 1.00 X 0 0 0 ANN VAN NESS DIRECTOR 1.00 X 0 0 0 JACQUELINE WILSON DIRECTOR 1.00 X 0 0 0 203197 0 23918 1 0 1 0 0 66802 53588 1208273 106832 1328663 PROGRAM REVENUE 900099 5700 5700 5700 79205 79205 40179 39112 1067 1067 1067 1185368 53588 678741 506627 506627 GRANT ADMIN. FEES 900099 32924 32924 MISC. REVENUE 900099 3618 3618 36542 1957804 42242 0 586899 28250 28250 31303 31303 469607 469607 227115 121406 46429 59280 419868 225788 85063 109017 63516 32226 13974 17316 87716 44504 19299 23913 2620 2620 76408 76408 2551 2551 24957 9983 14974 24395 12931 5609 5855 47333 13703 6809 26821 91262 48369 20990 21903 28305 15001 6511 6793 3852 1286 1983 583 OTHER 67903 41746 13919 12238 CATERING/FACILITY/OTHER 8147 8147 1705108 1096103 310312 298693 561420 709235 1517711 1689561 45247 25472 65100 57143 188767 133470 14266 55297 102930 0 180078 403896 2486752 2940604 67251 74294 123769 117816 187578 411396 378598 603506 X 297604 354238 1810550 1982860 2108154 2337098 2486752 2940604 X 252696 -23752 X 0 1 X 1 0 X 1564674 2011328 934259 1412953 1328663 7251877 1564674 2011328 934259 1412953 1328663 7251877 563389 6688488 6832 3638 5849 20534 79205 116058 12418 39513 1755 40890 36542 131118 7499053 177620 0.89190 0.92160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GRANT ADMIN FEES - 2020 AMOUNT: $ 440. 2021 AMOUNT: $ 39,513. 2022 AMOUNT: $ 50. 2023 AMOUNT: $ 38,943. 2024 AMOUNT: $ 32,924. OTHER - 2020 AMOUNT: $ 11,978. 2022 AMOUNT: $ 1,705. 2023 AMOUNT: $ 1,947. 2024 AMOUNT: $ 3,618. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76072 68947 7125 69195 64523 4672 43500 43500 55297 RIGHT-OF-USE ASSET OPERATING LEASE 403896 403896 RESTORATION PROJECT GRANTS AND AWARDS PAYABLE 7500 OPERATING LEASE 403896 411396 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GRANTMAKING RESTORATION & EDUCATIONAL PROGRAMS 469607 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 PROGRAM SERVICES EXPENSES PROGRAM SERVICES EXPENSES 1 0 0 0 1 0 469607 0 469607 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 10000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 7000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 7725 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 15000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 7500 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 78000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 7500 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 142256 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 130000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 7500 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESTORATION 15000 WIRE 0 FMV 14 EDUCATION PROGRAM 31 67961 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION AWARDS GRANTS FOR RESTORATION PROJECTS ONLY WHEN CERTAIN CRITERIA ARE MET. UPON SATISFACTION OF THESE CRITERIA, THE ORGANIZATION FUNDS 50% OF THE GRANT AWARDED TO THE GRANTEE. ONCE THE PROJECT IS COMPLETED, THE ORGANIZATION REQUESTS PROOF OF THE WORK COMPLETED, ARCHITECT CERTIFICATIONS, AND ELECTRONIC IMAGES OF THE COMPLETED PROJECT. UPON SATISFACTORY REVIEW OF ALL SUPPORTING DOCUMENTS, THE REMAINING GRANT IS PAID TO THE GRANTEE. FOLLOWING COMPLETION OF THE PROJECT, THE ORGANIZATION PROVIDES A PLAQUE TO THE GRANT RECIPIENT ACKNOWLEDGING FUNDING FROM THE FRENCH HERITAGE SOCIETY, TO BE INSTALLED ON THE PROJECT SITE. THE ORGANIZATION ENCOURAGES A DEDICATION CEREMONY WHEREBY THE PLAQUE IS PRESENTED BY THE ORGANIZATION TO SIGNIFY NOTICE OF COMPLETION OF THE RESTORATION PROJECT TO THE LOCAL AND REGIONAL COMMUNITY AND THE MEDIA. THE ORGANIZATION'S STUDENT EXCHANGE PROGRAM IS DESIGNED TO PROVIDE UNIVERSITY STUDENTS AN OPPORTUNITY TO EXPERIENCE HANDS-ON INTERNSHIPS IN THE FIELD OF PRESERVATION OF FRENCH CULTURALLY, ARCHITECTURALLY AND HISTORICALLY SIGNIFICANT HERITAGE IN BOTH THE UNITED STATES AND FRANCE. THE ORGANIZATION, TOGETHER WITH ITS SCHOOL AND UNIVERSITY PARTNERS IN FRANCE AND THE UNITED STATES WHO ADMINISTER THE INTERNSHIP PROGRAMS, CLOSELY MONITOR THE ACTIVITIES OF THE INTERN RECIPIENTS OF THE ORGANIZATION'S CULTURAL GRANTS. FOLLOWING COMPLETION OF THE INTERNSHIP, EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A REPORT DESCRIBING THE INTERNSHIP EXPERIENCE AND ACTIVITIES. PART I, LINE 3: AMOUNTS ARE REPORTED ON THE ACCRUAL BASIS. NY GALA 329329 42250 287079 76197 7138 10100 27863 PLAM BEACH GALA 194025 8250 185775 70126 72 100116 3 715602 3088 712514 40916 346213 1238956 53588 1185368 76197 118180 10172 474192 678741 506627 1 NEWPORT RESTORATION FOUNDATION 51 TOURO STREET NEWPORT RI 02840 050317816 501(C)(3) 8250 0 FMV RESTORATION GRANT RENDEZ VOUS DETROIT PO BOX 4158 CENTERLINE MI 48015 352751324 501(C)(3) 15000 0 FMV RESTORATION GRANT 2 0 EDUCATION GRANTS 24 31303 PART I, LINE 2: THE ORGANIZATION AWARDS GRANTS FOR RESTORATION PROJECTS ONLY WHEN CERTAIN CRITERIA ARE MET. UPON SATISFACTION OF THESE CRITERIA, THE ORGANIZATION FUNDS 50% OF THE GRANT AWARDED TO THE GRANTEE. ONCE THE PROJECT IS COMPLETED, THE ORGANIZATION REQUESTS PROOF OF THE WORK COMPLETED, ARCHITECT CERTIFICATIONS, AND ELECTRONIC IMAGES OF THE COMPLETED PROJECT. UPON SATISFACTORY REVIEW OF ALL SUPPORTING DOCUMENTS, THE REMAINING GRANT IS PAID TO THE GRANTEE. FOLLOWING COMPLETION OF THE PROJECT, THE ORGANIZATION PROVIDES A PLAQUE TO THE GRANT RECIPIENT ACKNOWLEDGING FUNDING FROM THE FRENCH HERITAGE SOCIETY, TO BE INSTALLED ON THE PROJECT SITE. THE ORGANIZATION ENCOURAGES A DEDICATION CEREMONY WHEREBY THE PLAQUE IS PRESENTED BY THE ORGANIZATION TO SIGNIFY NOTICE OF COMPLETION OF THE RESTORATION PROJECT TO THE LOCAL AND REGIONAL COMMUNITY AND THE MEDIA. THE ORGANIZATION'S STUDENT EXCHANGE PROGRAM IS DESIGNED TO PROVIDE UNIVERSITY STUDENTS AN OPPORTUNITY TO EXPERIENCE HANDS-ON INTERNSHIPS IN THE FIELD OF PRESERVATION OF FRENCH CULTURALLY, ARCHITECTURALLY AND HISTORICALLY SIGNIFICANT HERITAGE IN BOTH THE UNITED STATES AND FRANCE. THE ORGANIZATION, TOGETHER WITH ITS SCHOOL AND UNIVERSITY PARTNERS IN FRANCE AND THE UNITED STATES WHO ADMINISTER THE INTERNSHIP PROGRAMS, CLOSELY MONITOR THE ACTIVITIES OF THE INTERN RECIPIENTS OF THE ORGANIZATION'S CULTURAL GRANTS. FOLLOWING COMPLETION OF THE INTERNSHIP, EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A REPORT DESCRIBING THE INTERNSHIP EXPERIENCE AND ACTIVITIES. X X X 0 0 0 0 0 0 0 0 0 HERLEINJENNIFER L EXECUTIVE DIRECTOR 203197 0 0 0 0 0 22711 0 1207 0 227115 0 0 0 X 4 39112 FMV X EVENT GOODS 2 67720 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION UTILIZES AN OUTSIDE BROKERAGE FIRM TO FACILITATE TRANSACTIONS OF DONATED EQUITIES. FORM 990, HEADING, ITEM C, DOING BUSINESS AS: THE FOLLOWING ARE THE ALTERNATE NAMES UNDER WHICH THE ORGANIZATION DOES BUSINESS: - AMERICAN FRIENDS OF L'ABBAYE DE LAGRASSE, LLC (FORMED OCTOBER 2018) - AMERICAN FRIENDS OF THE SAINT OMER FOUNDATION, LLC (FORMED APRIL 2018) EACH OF THE NAMES IS THE NAME OF A SINGLE-MEMBER, MEMBER-MANAGED, LIMITED LIABILITY COMPANY IN WHICH THE ORGANIZATION IS THE SINGLE MEMBER AND MANAGER AND WHICH COMPANY IS A "DISREGARDED ENTITY" UNDER 26 CFR 301.7701-3 (B)(1). SEE SCHEDULE R. FORM 990, PART III, LINE 1 TO ENSURE THAT THE TREASURES OF OUR SHARED FRENCH ARCHITECTURAL AND CULTURAL HERITAGE SURVIVE TO INSPIRE FUTURE GENERATIONS TO BUILD, DREAM AND CREATE BY: - PRESERVING THE RICH FRENCH ARCHITECTURAL AND CULTURAL HERITAGE THROUGHOUT FRANCE AND IN THE U.S. BY RAISING FUNDS FOR RESTORATION, PRESERVATION ADN CULTURAL GRANTS. - TRANSMITTING AND SAFEGUARDING THE SKILLS, KNOWLEDGE AND LOVE OF THE HERITAGE THROUGH TRANSATLANTIC EDUCATIONAL PROGRAMS FOR STUDENTS, ARCHITECTS, ARTISANS, ART CONNOISSEURS AND COLLECTORS. - FOSTERING FRANCO-AMERICAN FRIENDSHIP AND CROSS-CULTURAL EXCHANGE THROUGH SELECT TOURS IN FRANCE AND THE U.S., LECTURES, CONFERENCES, GALAS AND OTHER EVENTS ON BOTH SIDES OF THE ATLANTIC. FORM 990, PART III, LINE 4A RESTORATION PROJECTS: THE ORGANIZATION SEEKS TO PRESERVE AND RESTORE THE FRENCH ARCHITECTURAL, CULTURAL, AND HISTORICAL HERITAGE AND ENVIRONMENT BY ISSUING GRANTS AND AWARDS FOR THESE ENDEAVORS IN FRANCE AND THE UNITED STATES. FORM 990, PART III, LINE 4B MEMBERSHIP SERVICES: THE ORGANIZATION PROMOTES AWARENESS OF ITS MISSION THROUGH MEMBERSHIP SERVICES INCLUDING MEETINGS, PUBLICATIONS, AND PRESENTATIONS FORM 990, PART III, LINE 4C CULTURAL EXCHANGE & EDUCATIONAL PROGRAMS: THE ORGANIZATION IS DEDICATED TO PRESERVING THE FRENCH ARCHITECTURAL, CULTURAL, AND HISTORICAL HERITAGE AND ENVIRONMENT. THE ORGANIZATION DOES THIS BY FOSTERING CULTURAL EXCHANGE THROUGH TOURS AND TRIPS, SEMINARS, LECTURES, ETC. AND BY FOSTERING CULTURAL EDUCATIONAL EXCHANGE THROUGH STUDENT AND INTERN EXCHANGE PROGRAMS TO ENABLE PARTICIPANTS TO DEVELOP CULTURAL EXCHANGES AND TO HAVE VALUABLE PROFESSIONAL EXPERIENCES IN THE FIELDS OF ARCHITECTURE, CULTURAL MANAGEMENT, ART HISTORY, RESERVATION AND HORTICULTURE. THE ORGANIZATION PARTICIPATES IN AWARDING THE RICHARD MORRIS HUNT PRIZE EACH YEAR, ALTERNATELY TO FRENCH OR TO AN AMERICAN PRESERVATION ARCHITECT. THE PRIZES ENABLES THE RECIPIENTS TO TRAVEL TO THE OTHER SIDE OF THE ATLANTIC FOR SIX MONTHS WHERE THEY EXPERIENCE THEIR COUNTERPARTS' THEORIES, METHODOLOGIES, RULES, AND PRACTICES. FORM 990, PART VI, SECTION A, LINE 1A IN ACCORDANCE WITH NEW YORK LAW AND THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BY-LAWS, THE BOARD OF DIRECTORS OF THE ORGANIZATION IS EMPOWERED TO DESIGNATE AN EXECUTIVE COMMITTEE OF THE BOARD (ALL MEMBERS OF WHICH MUST BE DIRECTORS) THAT HAS ALL THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION (OTHER THAN AMENDING THE CERTIFICATE OF INCORPORATION AND BY-LAWS OF THE ORGANIZATION.) AT EACH OF ITS ANNUAL MEETINGS OF THE BOARD OF DIRECTORS, THE BOARD OF DIRECTORS HAS DESIGNATED SUCH AN EXECUTIVE COMMITTEE AND ELECTED ITS MEMBERSHIP. DURING 2020, THE EXECUTIVE COMMITTEE WAS COMPRISED OF: ELIZABETH F. STRIBLING, CHAIRMAN OF THE BOARD; DENIS DE KERGORLAY, PRESIDENT AND DIRECTOR; DAVID M. GRAY, TREASURER AND DIRECTOR; ISABELLE DE LAROULLIERE, DIRECTOR; GEORGE P. SAPE, DIRECTOR, TIM CORRIGAN, DIRECTOR; AND JENNIFER HERLEIN, EXECUTIVE DIRECTOR AND DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE 2020 FORM 990 WAS REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE, THE TREASURER AND THE EXECUTIVE DIRECTOR. SUBSEQUENTLY, COPIES OF THE 2021, 990 WERE DISTRIBUTED TO ALL OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND REQUESTS THAT ALL DIRECTORS, OFFICERS AND EMPLOYEES SIGN A QUESTIONNAIRE ANNUALLY. ALL DIRECTORS, OFFICERS, AND EMPLOYEES HAVE BEEN INFORMED ABOUT THE CONFLICT OF INTEREST POLICY AND, IN THE EVENT OF A POTENTIAL TRANSACTION THAT COULD RAISE ISSUES UNDER THE POLICY, THEY HAVE BEEN ASKED TO BRING SUCH A TRANSACTION TO THE ATTENTION OF THE GENERAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A POLICY ON THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION AND IT APPLIES TO THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES. THE COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW OR APPROVAL. THE COMPENSATION OF THE EMPLOYEE IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF THE FOLLOWING DOCUMENTS AVAILABLE ON REQUEST AND ON ITS WEBSITE: -CERTIFICATE OF INCORPORATION, AS AMENDED (TOGETHER WITH A FRENCH TRANSLATION THEREOF); -BY-LAWS, AS AMENDED (TOGETHER WITH A FRENCH TRANSLATION THEREOF); -INFORMATION REGARDING THE ORGANIZATION'S TAX STATUS INCLUDING A COPY OF ITS DETERMINATION LETTER BY THE U.S. DEPARTMENT OF TREASURY, INTERNAL REVENUE SERVICE. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSALATION LOSS -23,752. AMERICAN FRIENDS OF L'ABBAYE DE LAGRASSE LLC 14 EAST 60TH STREET SUITE 605 NEW YORK NY 10022 832261692 FUNDRAISING DE THE ORGANIZATION AMERICAN FRIENDS OF THE SAINT OMER FOUNDATION LLC 14 EAST 60TH STREET SUITE 605 NEW YORK NY 10022 831060059 FUNDRAISING DE THE ORGANIZATION