2024-04-25T08:49:29-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 362167814 THE NEWBERRY LIBRARY NEWB 3129439090 60 WEST WALTON STREET CHICAGO IL 60610 SHARON WALTON VP FOR FINANCE/ADMINISTRATION 3129439090 2024-04-25 1 SHARON WALTON XXX-XX-XXXX 0 KIMBERLY A HAUMANN P00546491 3122071040 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ASTRIDA ORLE TANTILLO 60 WEST WALTON STREET CHICAGO IL 60610 17980959 0 X WWW.NEWBERRY.ORG X 1891 IL THE NEWBERRY LIBRARY FREE AND OPEN TO THE PUBLIC FOSTERS A DEEPER UNDERSTANDING OF OUR WORLD BY INSPIRING RESEARCH AND LEARNING IN THE HUMANITIES AND ENCOURAGING CONVERSATIONS ABOUT IDEAS THAT MATTER TO DIVERSE AUDIENCES. OUR MISSION IS ROOTED IN A GROWING AND ACCESSIBLE COLLECTION OF RARE AND HISTORICAL MATERIALS THAT SPANS MORE THAN SIX CENTURIES OF HUMAN EXPERIENCE. WE PROVIDE FREE ACCESS TO THE COLLECTION IN OUR READING ROOMS; OFFER FREE PUBLIC PROGRAMS AND EXHIBITIONS; AND CREATE OPPORTUNITIES FOR SCHOLARS, TEACHERS, AND STUDENTS TO ENGAGE WITH THE COLLECTION, NEWBERRY STAFF, AND EACH OTHER. 34 34 123 184 0 0 10361468 11400446 1045905 994628 2560199 2062406 498358 159876 14465930 14617356 1131852 1178871 0 0 6929774 7392988 0 0 851573 5667325 5204877 13728951 13776736 736979 840620 102026436 108311744 7485628 6235510 94540808 102076234 X THE NEWBERRY LIBRARY, OPEN TO THE PUBLIC WITHOUT CHARGE, IS AN INDEPENDENT RESEARCH LIBRARY DEDICATED TO ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE, ESPECIALLY IN THE HUMANITIES. THE NEWBERRY ACQUIRES AND PRESERVES A BROAD ARRAY OF SPECIAL COLLECTIONS RESEARCH MATERIALS RELATING TO THE CIVILIZATIONS OF EUROPE AND THE AMERICAS. IT PROMOTES AND PROVIDES FOR THEIR EFFECTIVE USE, FOSTERING RESEARCH, TEACHING, PUBLICATION, AND LIFELONG LEARNING, AS WELL AS CIVIC ENGAGEMENT. IN SERVICE TO ITS DIVERSE COMMUNITY, THE NEWBERRY ENCOURAGES INTELLECTUAL PURSUIT IN AN ATMOSPHERE OF FREE INQUIRY AND SUSTAINS THE HIGHEST STANDARDS OF COLLECTION PRESERVATION, BIBLIOGRAPHIC ACCESS, AND READER SERVICES. 0 0 8805159 1178871 1141180 OUR DEDICATED LIBRARIANS, CURATORS, CATALOGERS, AND CONSERVATORS SERVE READERS, GROW AND CARE FOR THE COLLECTION, AND EXPAND ACCESS TO DIGITAL TOOLS.ITEMS CATALOGUED: 4,256ITEMS TREATED BY CONSERVATION: 2,044INDIVIDUALS REGISTERED AS NEWBERRY READERS: 4,010ITEMS REQUESTED FOR USE IN READING ROOMS: 13,7473,485 UNIQUE READER VISITS TO READING ROOMS; 10,687 TOTAL VISITSREFERENCE REQUESTS FIELDED BY NEWBERRY LIBRARIANS AND CURATORS: 10,848EXHIBITIONS, PUBLIC PROGRAMS, AND ADULT EDUCATION CLASSES ARE A FIRST POINT OF CONTACT FOR MANY PEOPLE WHO ENGAGE WITH OUR COMMUNITY. WE OFFER IN-PERSON, VIRTUAL, AND HYBRID PROGRAMMING.ADULT EDUCATION SEMINARS PARTICIPANTS: 1,670PUBLIC PROGRAMS ATTENDEES: 7,418EXHIBITION VISITORS: 34,221SOCIAL MEDIA PLATFORM FOLLOWERS: 84,155IN ADDITION TO MORE PUBLIC-FACING OFFERINGS, NEWBERRY STAFF SERVE RESEARCH FELLOWS, TEACHERS, GRADUATE AND UNDERGRADUATE STUDENTS, AND OTHER ACADEMICS.PARTICIPANTS IN RESEARCH CENTER PROGRAMS: 2,321DIGITAL COLLECTIONS FOR CLASSROOM SITE USERS: 95,700PROFESSIONAL DEVELOPMENT SEMINARS EDUCATOR ATTENDEES: 838LONG-TERM FELLOWS IN RESIDENCE: 12SHORT-TERM FELLOWS IN RESIDENCE: 38ATTENDEES AT SCHOLARLY SEMINARS: 959 8805159 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 332 0 1 123 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X SHARON WALTON 3122553567 60 WEST WALTON STREET CHICAGO IL 60610 X GAIL KERN PASTER INTERIM PRESIDENT 35.00 0.00 X X 0 0 0 BURTON X ROSENBERG THRU 0123 CHAIR/TRUSTEE 1.00 0.00 X X 0 0 0 ROBERT A HOLLAND BEG 0123 CHAIR 1.00 0.00 X X 0 0 0 LISA J PATTIS BEG 0123 VICE CHAIR 1.00 0.00 X X 0 0 0 KARLA SCHERER SECRETARY 1.00 0.00 X X 0 0 0 DAVID B SMITH JR TREASURER 1.00 0.00 X X 0 0 0 EDITH RASMUSSEN AHERN TRUSTEE 1.00 0.00 X 0 0 0 GREGORY L BARTON TRUSTEE 1.00 0.00 X 0 0 0 JOAN BRODSKY TRUSTEE 1.00 0.00 X 0 0 0 FRANK CICERO JR TRUSTEE 1.00 0.00 X 0 0 0 LEWIS COLLENS TRUSTEE 1.00 0.00 X 0 0 0 CELINE FITZGERALD TRUSTEE 1.00 0.00 X 0 0 0 RICHARD C GODFREY TRUSTEE 1.00 0.00 X 0 0 0 DAVID C HILLIARD TRUSTEE 1.00 0.00 X 0 0 0 CARROLL JOYNES TRUSTEE 1.00 0.00 X 0 0 0 ROBERT D KARPINSKI PHD TRUSTEE 1.00 0.00 X 0 0 0 JAVIER LAGUNA THRU 0123 TRUSTEE 1.00 0.00 X 0 0 0 LAWRENCE LIPKING TRUSTEE 1.00 0.00 X 0 0 0 LAURIN MACK BEG 1022 TRUSTEE 1.00 0.00 X 0 0 0 SONYA MALUNDA TRUSTEE 1.00 0.00 X 0 0 0 JAMES H MARROW TRUSTEE 1.00 0.00 X 0 0 0 ANDREW MCNALLY IV TRUSTEE 1.00 0.00 X 0 0 0 MARY MINOW TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA E MITCHELL TRUSTEE 1.00 0.00 X 0 0 0 JANIS W NOTZ TRUSTEE 1.00 0.00 X 0 0 0 JEAN M O'BRIEN TRUSTEE 1.00 0.00 X 0 0 0 JEAN E PERKINS TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL A POPE TRUSTEE 1.00 0.00 X 0 0 0 JOHN P ROMPON TRUSTEE 1.00 0.00 X 0 0 0 MARTHA T ROTH TRUSTEE 1.00 0.00 X 0 0 0 RUDY L RUGGLES JR TRUSTEE 1.00 0.00 X 0 0 0 ADELE SIMMONS TRUSTEE 1.00 0.00 X 0 0 0 HAROLD B SMITH THRU 1022 TRUSTEE 1.00 0.00 X 0 0 0 NANCY SPAIN TRUSTEE 1.00 0.00 X 0 0 0 ASTRIDA ORLE TANTILLO TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY S TOROSIAN BEG 1222 TRUSTEE 1.00 0.00 X 0 0 0 KENNETH WARREN TRUSTEE 1.00 0.00 X 0 0 0 DANIEL A GREENE THRU 0423 PRESIDENT & LIBRARIAN 35.00 0.00 X 339758 0 20148 SHARON A WALTON VP, FINANCE & ADMINISTRATION 35.00 0.00 X 37148 0 4487 ALICE SCHREYER VP, COLLECTIONS & LIBRARY SERVICES 35.00 0.00 X 199664 0 20206 LAURA MCENANEY VP, RESEARCH & EDUCATION 35.00 0.00 X 165934 0 17298 MEREDITH PETROV VP, DEVELOPMENT 35.00 0.00 X 119075 0 14390 KAMILA FARSHCHI DIRECTOR OF INFORMATION TECHNOLOGY 35.00 0.00 X 112739 0 17293 TONI MATTHEWS CONTROLLER 35.00 0.00 X 107007 0 14447 LAURA M MCGRADY FORMER VP, FINANCE & ADMINISTRATION 35.00 0.00 X 108431 0 7200 1189756 0 115469 7 1 1 0 ABM JANITORIAL SERVICES PO BOX 7008829 CHICAGO IL 60674 JANITORIAL 265382 KNICKERBOCKER ROOFING & PAVING CO 16851 S LATHROP AVENUE HARVEY IL 60426 ROOFING 252797 SECURITAS SECURITY SERVICES 12672 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SECURITY 243437 FIREBELLY DESIGN 4000 MONTROSE AVE 917 CHICAGO IL 60614 WEBSITE DEVELOPMENT 193796 MEDIA RESOURCES INC 1989 UNIVERSITY LANE UNIT C LISLE IL 60532 AUDIO/VISUAL EQUIPMENT 157561 8 534165 347425 477236 10041620 936050 11400446 REGISTRATIONS 900099 404570 404570 FACILITY RENTAL 532000 242319 242319 SERVICES TO THE PUBLIC 900099 231039 231039 BOOK ROYALTIES 900099 116700 116700 994628 1827089 1827089 3412936 3177619 235317 235317 235317 199308 347425 185984 13324 13324 MISCELLANEOUS INCOME 900099 146552 146552 146552 14617356 1141180 0 2075730 1132389 1132389 46482 46482 468658 468658 5316375 3774321 1032181 509873 324342 178371 119019 26952 872799 572465 236942 63392 410814 270676 102476 37662 382889 122740 260010 139 3698 3698 91715 91715 182392 111050 71342 213934 79963 65629 68342 153557 15300 138257 289202 116535 150393 22274 431923 101156 329069 1698 1074491 820766 205935 47790 193565 189423 4176 -34 8598 8598 280120 280120 699060 529439 138794 30827 126972 250 126722 BOOK COLLECTIONS 516884 516884 SUPPLIES/MINOR EQUIPMEN 508857 188024 278175 42658 47020 30327 16693 13776736 8805159 4120004 851573 4740794 3706412 601910 3387979 1068085 1621 51450 52464 234070 155843 49188836 33986974 15862987 15201862 61189061 66265654 17763505 18766488 514574 773421 102026436 108311744 1038755 875956 255781 221112 1665752 1371708 4400000 3400000 125340 366734 7485628 6235510 X 36534978 36148805 58005830 65927429 94540808 102076234 102026436 108311744 X 840620 6660545 34261 X 0 1 X 1 0 X 7192854 8149864 8010097 10361468 11400446 45114729 7192854 8149864 8010097 10361468 11400446 45114729 8768789 36345940 1613930 1437676 1669341 1888286 1827089 8436322 26186 35387 41259 193719 146552 443103 53994154 5096219 0.67310 0.72520 X PART II, LINE 10 FOR THE YEAR ENDED JUNE 30, 2023, OTHER INCOME INCLUDES SALES OF DUPLICATE COLLECTION ITEMS. FOR THE YEAR ENDED JUNE 30, 2022, OTHER INCOME INCLUDES INTEREST ON EMPLOYEE LOAN AND INSURANCE PROCEEDS FOR ROOF REPAIRS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 41356310 3008168 4044524 1624425 46784577 49068477 78911 -6623043 1168035 41356310 40365430 328855 10181078 1806886 49068477 66372018 1162516 2226836 1522541 27873399 40365430 63595042 452250 2979064 654338 66372018 0.16200 0.83800 0.00000 0 0 38358995 25463290 12895705 10829841 8523684 2306157 15201862 PRIMUS HIGH YIELD BOND FUND, LP 3857303 F JP MORGAN MULTI-STRATEGY FUND II, LTD 129460 F MACKAY SHIELDS CORE PLUS OPPORTUNITIES 10228043 F PIMCO COMMODITY ALPHA FUND 4551682 F 18766488 ACCRUED GIFT ANNUITY 88002 OPERATING LEASE LIABILITY 206827 FINANCE LEASE LIABILITY 71905 366734 21407688 6660545 91933 34261 6786739 14620949 182391 -185984 -3593 14617356 13872262 91933 185984 277917 13594345 182391 182391 13776736 PART III, LINE 1A: THE VALUE OF THE NEWBERRY LIBRARY'S COLLECTION IS EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. AN ADDITION TO THE NEWBERRY LIBRARY'S COLLECTION IS MADE EITHER BY A DONATION FROM A BENEFACTOR OR THROUGH A PURCHASE FROM LIBRARY ACQUISITION FUNDS. THE NEWBERRY LIBRARY ACQUISITION FUNDS MAY BE CLASSIFIED AS PERMANENTLY RESTRICTED, FOR WHICH ONLY THE INCOME EARNED ON PRINCIPAL BALANCES MAY BE USED FOR ACQUISITIONS; TEMPORARILY RESTRICTED, FOR WHICH BOTH THE PRINCIPAL AND EARNED INCOME MAY BE USED FOR ACQUISITIONS; OR UNRESTRICTED, REPRESENTING FUNDS DESIGNATED BY THE BOARD TO BE USED FOR ACQUISITIONS. THE SALE OF HOLDINGS FROM THE NEWBERRY LIBRARY'S COLLECTION IS PERFORMED IN ACCORDANCE WITH THE NEWBERRY LIBRARY POLICY, PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE CLASSIFIED AS UNRESTRICTED OR TEMPORARILY RESTRICTED FOR PURCHASE OF ADDITIONAL COLLECTION ITEMS. THE NEWBERRY LIBRARY'S COLLECTION IS PROTECTED, CARED FOR, AND PRESERVED; AND IS SUBJECT TO STRICT POLICIES GOVERNING ITS USE. THE VALUE OF THE NEWBERRY LIBRARY'S COLLECTION IS NOT SUBJECT TO REASONABLE ESTIMATION. PART III, LINE 4: OUR COLLECTIONS INCLUDE 1.6 MILLION BOOKS, 5 MILLION MANUSCRIPT PAGES, AND 0.6 MILLION HISTORIC MAPS. THESE NON-CIRCULATING COLLECTIONS ARE FREE AND OPEN TO THE PUBLIC FOR USE IN SCHOLARLY RESEARCH AND SPAN THE HISTORY AND CULTURE OF WESTERN EUROPE AND THE AMERICAS (MIDDLE AGES THRU PRESENT). COLLECTION STRENGTHS INCLUDE AMERICAN HISTORY AND CULTURE; AMERICAN INDIAN AND INDIGENOUS STUDIES; CHICAGO AND THE MIDWEST; GENEALOGY AND LOCAL HISTORY; HISTORY OF THE BOOK; MAPS, TRAVEL AND EXPLORATION; MEDIEVAL, RENAISSANCE, AND EARLY MODERN STUDIES; MODERN MANUSCRIPTS AND ARCHIVES; PERFORMING ARTS; POSTCARDS; AND RELIGION. PART V, LINE 4: THERE ARE ENDOWMENTS THAT SUPPORT THE PURCHASE OF LIBRARY MATERIALS, SUPPORT FOR CERTAIN DIVISIONS OF THE LIBRARY AND SUPPORT FOR UNRESTRICTED PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DEFERRED GIVING ARRANGEMENT 34,261. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -185,984. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 185,984. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES FELLOWSHIPS, HONORARIUM, & TRAVEL 35120 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES FELLOWSHIPS, HONORARIUM, & TRAVEL 10762 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL REIMBURSEMENT 600 0 0 0 0 0 0 46482 0 46482 FELLOWSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 3 9000 WIRE TRANSFER/CHECK 0 HONORARIUM EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 15350 WIRE TRANSFER 0 TRAVEL REIMBURSEMENT EAST ASIA AND THE PACIFIC 1 0 MONEY ORDER 600 FELLOWSHIP NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 3650 CHECK 0 HONORARIUM NORTH AMERICA 4 5762 CHECK 0 TRAVEL REIMBURSEMENT EUROPE (INCLUDING ICELAND & GREENLAND) 5 0 WIRE TRANSFER 10770 TRAVEL REIMBURSEMENT NORTH AMERICA 2 0 CHECK 1350 0 0 0 0 0 0 PART I, LINE 3: EACH GRANT HAS A BUDGET AND A PROGRAM PLAN. THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION AND THE CONTROLLER MONITOR THE BUDGET ON A MONTHLY BASIS. FELLOWSHIPS FROM THE NEWBERRY LIBRARY ARE INTENDED TO BE SPENT AS THE RECIPIENTS DEEM NECESSARY. GENERALLY, THEY ARE USED BY FELLOWS TO SUPPORT HOUSING, FOOD, AND OTHER COSTS ASSOCIATED WITH A PERIOD OF RESEARCH AT THE LIBRARY. PART III ACCOUNTING METHOD: BOOK FAIR 161683 161683 8051 45870 AWARD DINNER 385050 347425 37625 41042 61787 29234 546733 347425 199308 41042 69838 75104 185984 13324 1 FELLOWSHIPS 128 728016 HONORARIUMS 309 385770 TRAVEL REIMBURSEMENTS 5 1534 PUBLICATION SUBSIDY 3 9164 PART I, LINE 2: EACH GRANT HAS A BUDGET AND A PROGRAM PLAN. THE VICE PRESIDENT FOR FINANCE/ADMINISTRATION AND THE CONTROLLER MONITOR THE BUDGET ON A MONTHLY BASIS. X X X X 0 0 0 0 0 0 0 1 0 DANIEL A GREENE THRU 0423 PRESIDENT & LIBRARIAN 314758 0 25000 0 0 0 18952 0 1196 0 359906 0 0 0 ALICE SCHREYER VP, COLLECTIONS & LIBRARY SERVICES 197029 0 2635 0 0 0 12187 0 8019 0 219870 0 0 0 LAURA MCENANEY VP, RESEARCH & EDUCATION 163299 0 2635 0 0 0 16344 0 954 0 183232 0 0 0 LAURA M MCGRADY FORMER VP, FINANCE & ADMINISTRATION 105931 0 2500 0 0 0 6552 0 648 0 115631 0 0 0 PART I, LINE 7 THE PRESIDENT'S BONUS WAS SET BY THE BOARD; OTHERS WERE SET BY MANAGEMENT. THE BONUSES WERE BASED ON ACCOMPLISHMENTS DURING THE YEAR. X 11 936050 NET SALES PRICE 6 0 1 0 PART I, COLUMN (B): THE NEWBERRY LIBRARY DOES NOT REPORT CONTRIBUTIONS OF WORKS OF ART, PUBLICATIONS OR COLLECTIBLES. FORM 990, PART IV, LINE 30 THE NEWBERRY LIBRARY RECEIVES CONTRIBUTIONS TO ITS COLLECTIONS. HOWEVER, SUCH CONTRIBUTIONS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS AND APPROVES FORM 990. A COMPLETE COPY OF THE FORM 990 IS SENT TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES AND ANY OF ITS COMMITTEES OF THE NEWBERRY LIBRARY SHALL DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS BY COMPLETING AND SUBMITTING THE NEWBERRY LIBRARY CONFLICT OF INTEREST DISCLOSURE FORM. THERE IS A FOLLOW-UP TO ENSURE RECEIPT OF THE FORMS FROM ALL THE AFOREMENTIONED INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15A THE BY-LAWS OF THE NEWBERRY LIBRARY PROVIDE (IN SECTION 3 OF ARTICLE V) THAT THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES "SHALL AT LEAST ANNUALLY REVIEW THE COMPENSATION OF THE PRESIDENT AND THE LIBRARIAN." WITH RESPECT TO THE NEWBERRY LIBRARY'S ACCOUNTING YEAR WHICH ENDED JUNE 30, 2023, THE EXECUTIVE COMMITTEE, ACTING IN EXECUTIVE SESSION, SET THE COMPENSATION OF THE PRESIDENT AND THE LIBRARIAN. IN SETTING THAT COMPENSATION THE EXECUTIVE COMMITTEE CONSIDERS THE PERFORMANCE OF THE PRESIDENT AND LIBRARIAN AS WELL AS COMPARATIVE INFORMATION AVAILABLE TO IT OF THE COMPENSATION OF CHIEF EXECUTIVE OFFICERS OF PEER INSTITUTIONS AND OTHER NON-PROFIT ORGANIZATIONS IN THE CHICAGO AREA. THE EXECUTIVE COMMITTEE IS AWARE OF THE REQUIREMENTS WITH RESPECT TO THE REVIEW OF EXECUTIVE COMPENSATION WHICH ARE SET OUT IN THE INSTRUCTIONS TO INTERNAL REVENUE SERVICE FORM 990 AND BELIEVES IT HAS FULFILLED SUCH REQUIREMENTS WITH RESPECT TO THE NEWBERRY LIBRARY'S YEAR ENDED JUNE 30, 2023. THE EXECUTIVE COMMITTEE HAS DESIGNATED ITSELF AS THE "COMPENSATION COMMITTEE" AS THAT TERM IS USED IN SAID INSTRUCTIONS. NO INDEPENDENT COMPENSATION CONSULTANT HAS ADVISED THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE NEWBERRY LIBRARY MAKES ALL OF ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: DANIEL GREENE, PRESIDENT & LIBRARIAN, LEFT THE NEWBERRY LIBRARY IN APRIL 2023. TRUSTEE GAIL KERN PASTER SERVED AS INTERIM PRESIDENT WHILE THE BOARD OF TRUSTEES CONDUCTED A NATIONAL SEARCH FOR A SUCCESSOR. TRUSTEE ASTRIDA ORLE TANTILLO WAS NAMED PRESIDENT & LIBRARIAN IN DECEMBER 2023. BURTON ROSENBERG STEPPED DOWN AS THE CHAIR OF THE BOARD IN JANUARY 2023. ROBERT HOLLAND BECAME THE CHAIR, AND LISA PATTIS BECAME THE VICE CHAIR. LAURA MCGRADY, FORMER VICE PRESIDENT OF FINANCE & ADMINISTRATION, LEFT THE NEWBERRY LIBRARY IN JUNE 2022. AFTER A SEARCH, SHARON WALTON ASSUMED THE ROLE IN OCTOBER 2022. FORM 990, PART XI, LINE 9: DEFERRED GIVING ARRANGEMENTS 34,261.