2023-11-15T13:08:41-06:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 132548780 QUEEN SOFIA SPANISH INSTITUTE INC QUEE 2126280420 575 MADISON AVENUE 10TH FL NEW YORK NY 10022 JOAN TRANT TREASURER 2126280420 2023-11-14 1 JOAN TRANT 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOAN TRANT 575 MADISON AVENUE 10TH FL NEW YORK NY 10022 15217253 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. 15 14 6 5 0 0 119527 301641 0 0 1135627 880868 0 -46026 1255154 1136483 140706 12500 0 0 641126 615817 0 0 82387 254844 565402 1036676 1193719 218478 -57236 27574418 25473020 63743 15793 27510675 25457227 X SEE SCHEDULE O 0 0 60000 12500 PARTNERSHIP WITH GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY COLLABORATION PROPOSAL TO PROVIDE THE GLI WITH HISTORY RESOURCES AND MATERIAL REGARDING THE CONTRIBUTIONS OF SPAIN TO US 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 59751 LA PRIMERA GLOBALIZACIN: THE VOYAGE THAT SHAPED THE WORLD IN THE PRESENCE OF H.M. QUEEN SOFA, THE COMMEMORATION OF THE 500TH ANNIVERSARY OF THE MAGALLANES-ELCANO EXPEDITION ON THE OCCASION OF THE VISIT OF THE SPANISH NAVY SHIP JUAN SEBASTIN ELCANO TO MIAMI THROUGH A PRESENTATION FROM PROFESSORS IDA ALTMAN, CARLA RAHN PHILLIPS, RICHARD KAGAN, AND KRIS LANE.PRESENTATION OF THE BIOGRAPHICAL DICTIONARY (DB~E) OF THE ROYAL ACADEMY OF HISTORY PRESENTATION OF THE BIOGRAPHICAL DICTIONARY (DB-E) OF THE ROYAL ACADEMY OF HISTORY. IN THE PRESENCE OF H.M. QUEEN SOFA, ABOARD THE JUAN SEBASTIN DE ELCANO, THE QSSI PRESENTED THE ELECTRONIC EDITION OF THE BIOGRAPHICAL DICTIONARY OF THE ROYAL ACADEMY OF HISTORY, A DIGITAL RESOURCE CREATED TO ACCESS THE LARGEST DATABASE OF CONTENT ABOUT HISTORICAL FIGURES FROM SPAIN AND OTHER TERRITORIES THAT ONCE FORMED PART OF THE SPANISH ADMINISTRATION.SPEAKERS INCLUDED JAIME OLMEDO, SUSAN PARKER, AND RICHARD KAGAN. 35350 UNVEILING MEMORIES AND QUIZSTORY: SPANISH FRIENDSHIP | BOOK AND APP LAUNCH. FINAL DEVELOPMENT OF APP AND LAUNCH. THE LAUNCH CEREMONY WAS HELD AT THE FORMER RESIDENCE OF THE AMBASSADORS OF SPAINWASHINGTON, D.C. LAUNCH OF GAME APPLICATION FOR STUDENTS TO LEARN ABOUT HISPANIC HERITAGE AND HISPANIC CONTRIBUTION TO THE AMERICAN REVOLUTIONARY WAR 765254 400 JUNIOR COMMITTEE INAUGURATION CURATOR-LED TOUR OF MET CLOISTERS EXHIBIT "SPAIN, 10001200: ART AT THE FRONTIERS OF FAITH" COCKTAIL HOUR CELEBRATION AT CASA DANI RESTAURANT | DIGITAL FEATUREMY SPANISH KITCHEN MEETS HISTORY WITH CAROLINE BECK | PRESENTATION OF THE BIOGRAPHICAL DICTIONARY (DB~E) OF THE ROYAL ACADEMY OF HISTORYTHE INAUGURAL PRESENTATION IN THE AMERICAS OF THE ROYAL ACADEMY OF HISTORY OF SPAIN'S MAGNUM OPUS BIOGRAPHICAL DATABASE IN THE PRESENCE OF HER MAJESTY QUEEN SOFIA. SPEAKERS INCLUDED DR. CARMEN IGLESIAS, DR. JAIME OLMEDO, AND DR. RICHARD KAGAN.| CARMEN POSADAS INTERVIEW GIOCONDA BELLI CARMEN POSADAS/JAVIER SIERRA INTERVIEW ON THE OCCASION OF INTERNATIONAL SPANISH LANGUAGE DAY ON APRIL 23, THE QUEEN SOFIA SPANISH INSTITUTE PRESENTED A CONVERSATION BETWEEN AUTHORS. CARMEN POSADAS, WRITER AND MEMBER OF OUR CULTURAL COMMITTEE, INTERVIEWED NICARAGUAN WRITER GIOCONDA BELLI.| MAIXABEL: A FILM SCREENING AND CONVERSATION ON THE OCCASION OF THE FIRST UNITED NATIONS GLOBAL CONGRESS OF VICTIMS OF TERRORISM, THE QSSI CO-SPONSORED A SCREENING AND CONVERSATION ABOUT THE GOYA AWARDED FILM MAIXABEL WITH SPECIAL GUESTS INCLUDING MAIXABEL LASA, WIDOW OF ETA VICTIM JUAN MARA JUREGUI, AND AMY O'NEILL, SURVIVOR OF BOSTON MARATHON BOMBING. THIS EVENT WAS IN PARTNERSHIP WITH THE PERMANENT MISSION OF SPAIN TO THE UNITED NATIONS AND FILM AT LINCOLN CENTER.| QSSI PARTNERSHIP WITH TEATRO REAL AT CARNEGIE HALL IN THE PRESENCE OF H.M. QUEEN SOFA, QSSI PARTNERED AS COLLABORATING INSTITUTION FOR TEATRO REAL'S "A CELEBRATION OF SPANISH MUSIC."| GRANT TO BRING SPANISH FILM AND FILMMAKERS TO THE 60TH NEW YORK FILM FESTIVAL THE QSSI PROVIDED FILM AT LINCOLN CENTER A GRANT FOR THE PURPOSE OF SUPPORTING SPANISH-SPEAKING ARTISTS BRINGING THEIR WORK TO THE NYFF. THIS GRANT SUPPORTED:O ALCARRS BY DIRECTOR CARLA SIMNO PACIFICTION BY DIRECTOR ALBERT SERRA |2022 TRANSLATION PRIZE* AWARD CEREMONY | 765254 400 920355 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 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 575 MADISON AVENUE NEW YORK NY 10022 DAVID L ASKREN PRESIDENT & CEO 8.00 X X 0 0 0 DR CARLOS CORDON-CARDO CHAIRMAN 2.00 X X 0 0 0 JOSE PEPE FANJUL VICE-CHAIRMAN 4.00 X X 0 0 0 JOAN E TRANT TREASURER/CHAIR OF GOVERNA 5.00 X X 0 0 0 GABRIEL COOPERMAN DIRECTOR 1.00 X 0 0 0 DIXIE DE LUCA DIRECTOR 4.00 X 0 0 0 MARISA FALCO DE GODO DIRECTOR 1.00 X 0 0 0 DR VALENTIN FUSTER DIRECTOR 1.00 X 0 0 0 ANTONIO GARRIGUES WALKER DIRECTOR 1.00 X 0 0 0 DR RICHARD KAGAN DIRECTOR 2.00 X 0 0 0 NANCY KISSINGER DIRECTOR 1.00 X 0 0 0 MARIANO PUIG JR DIRECTOR 1.00 X 0 0 0 CARMEN REVIRIEGO DIRECTOR 2.00 X 0 0 0 PATRICE DEGNAN ERQUICIA SECRETARY 4.00 X X 0 0 0 M BEGONIA SANTOS EXECUTIVE DIRECTOR/COO 4.00 X X 179231 0 2481 PEGGY HOLDER-JONES ACCOUNTING MANAGER 40.00 X 118000 0 8964 297231 0 11445 2 0 1 0 0 265229 36412 301641 784923 784923 14047615 13951670 95945 95945 95945 82674 265229 129100 -46426 -46426 OTHER 900099 400 400 400 1136483 0 0 834842 X 2500 2500 10000 10000 181712 168992 6723 5997 254527 236711 9417 8399 15190 14127 562 501 130367 121242 4823 4302 34021 31639 1259 1123 33900 3390 30510 122462 122462 235752 235752 8667 8667 17235 17235 38668 37475 597 596 4140 4140 781 781 4107 1369 1369 1369 SOPHIA AWARDS 60100 60100 TRANSLATION PRIZE 29786 29786 MISCELLANEOUS 9175 4587 4588 FOOD AND BEVERAGE 629 629 1193719 920355 190977 82387 45352 40240 65851 52197 101417 18047 14804 5600 20000 0 20000 20000 27326994 25336936 27574418 25473020 63743 15793 63743 15793 X 27510675 25457227 27510675 25457227 27574418 25473020 -57236 -1996212 0 X 0 1 X 1 0 X 155400 75602 119527 301641 652170 155400 75602 119527 301641 652170 14795 637375 465606 789665 775224 781632 784923 3597050 2 1005 1007 4250227 0.15000 0.10370 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 14.03% INSTITUTE'S PUBLIC SUPPORT PERCENTAGE FOR 2022 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 TRANSLATOR 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 SPONSORS 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 IS COMMITTED TO EXPANDING ITS PUBLIC OUTREACH TO STIMULATE ADDITIONAL PUBLIC SUPPORT AND CONTINUE TO OFFER THE PUBLIC VARIOUS PROGRAMS IN SUPPORT OF ITS MISSION. THE INSTITUTE AND ITS VOLUNTEER BOARD ARE WORKING ON VARIOUS WAYS TO PROVIDE ADDITIONAL PROGRAMS AND OUTREACH TO THE PUBLIC. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2018 AMOUNT: $ 2. 2019 AMOUNT: $ 1,005. TRANSLATION/TRANSCRIPTION - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 -982191 -1996212 -1996212 1014021 122462 122462 1136483 1071257 0 1071257 122462 122462 1193719 SOPHIA AWARDS GALA 347903 265229 82674 129100 347903 265229 82674 129100 129100 -46426 1 SCHOLARSHIP AND AWARDS 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 1 1 X 0 0 0 0 0 0 0 0 0 M BEGONIA SANTOS EXECUTIVE DIRECTOR/COO 159231 0 20000 0 0 0 2481 0 0 0 181712 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 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 LUNCHEONS 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 TRANSLATOR 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 21,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,919. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 213,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 213,833.