NEW YORK HISTORICAL SOCIETY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NEW YORK HISTORICAL SOCIETY (EIN 13-1624124)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-05
IRS object ID
202301259349300030
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-05T08:29:19-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624124EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWYBusinessNameControlTxt
Phone2128733400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 CENTRAL PARK WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD SHEINPersonNm
Person TitleASST. TREAS & CFOPersonTitleTxt
Phone2128733400PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastSHEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTESS FANNINGPreparerPersonNm
PTINP02033722PTIN
Phone2672567000PhoneNum
Preparation2023-04-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLOUISE MIRRERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 CENTRAL PARK WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$117,723,473GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NYHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1809FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, SEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body52VotingMembersGoverningBodyCnt
Voting Members Independent51VotingMembersIndependentCnt
Total Employee352TotalEmployeeCnt
Total Volunteers163TotalVolunteersCnt
Total Gross UBI$30,326TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,706,118PYContributionsGrantsAmt
CY Contributions Grants$45,680,267CYContributionsGrantsAmt
PY Program Service Revenue$1,296,470PYProgramServiceRevenueAmt
CY Program Service Revenue$1,775,154CYProgramServiceRevenueAmt
PY Investment Income$21,635,856PYInvestmentIncomeAmt
CY Investment Income$3,456,150CYInvestmentIncomeAmt
PY Other Revenue$721,836PYOtherRevenueAmt
CY Other Revenue$2,886,849CYOtherRevenueAmt
PY Total Revenue$56,360,280PYTotalRevenueAmt
CY Total Revenue$53,798,420CYTotalRevenueAmt
PY Grants And Similar Paid$100,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,477,357PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,314,901CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$108,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$161,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,155,400CYTotalFundraisingExpenseAmt
PY Other Expenses$19,170,097PYOtherExpensesAmt
CY Other Expenses$22,412,816CYOtherExpensesAmt
PY Total Expenses$34,855,454PYTotalExpensesAmt
CY Total Expenses$41,949,217CYTotalExpensesAmt
PY Revenues Less Expenses$21,504,826PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,849,203CYRevenuesLessExpensesAmt
Total Assets BOY$208,003,318TotalAssetsBOYAmt
Total Assets EOY$198,363,647TotalAssetsEOYAmt
Total Liabilities BOY$25,165,382TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,011,682TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$182,837,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$176,351,965NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("NEW-YORK HISTORICAL") IS TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$18,150,275ExpenseAmt
Revenue$924,463RevenueAmt
DescMUSEUM AND MUSEUM EXHIBITIONS - THE FOUNDING MISSION OF NEW-YORK HISTORICAL'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS. EXHIBITIONS, BOTH PERMANENT AND ROTATING, IN-HOUSE AND TRAVELING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,192,123ExpenseAmt
Revenue$771,262RevenueAmt
DescEDUCATIONAL AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PUBLIC PROGRAMS, AND WEBSITE. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,617,915ExpenseAmt
Grant$60,000GrantAmt
Revenue$3,875RevenueAmt
DescLIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE FIRST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,710,971ExpenseAmt
Revenue$75,554RevenueAmt
DescOTHER PROGRAM SERVICESOTHER PROGRAMS INCLUDE THE NYHISTORY STORE, SPACE RENTALS, AND RIGHTS AND REPRODUCTION SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,710,971TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$75,554TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$35,671,284TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document323IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee352EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members52GoverningBodyVotingMembersCnt
Independent Voting Member51IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD A SHEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128733400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 CENTRAL PARK WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LOUISE MIRRER
PRESIDENT AND CEO35.000.00Yes (X)Yes (X)$763,739$0$104,130
AGNES HSIN-MEI HSU-TANG
CHAIR1.000.00Yes (X)Yes (X)$0$0$0
JOHN MONSKY
VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
SUZANNE F PECK
VICE CHAIR1.000.00Yes (X)Yes (X)$0$0$0
RUSSELL P PENNOYER
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
HELEN APPEL
TRUSTEE1.000.00Yes (X)$0$0$0
CLIFF ASNESS
TRUSTEE (AS OF 10/2021)1.000.00Yes (X)$0$0$0
BARRY BARNETT
TRUSTEE1.000.00Yes (X)$0$0$0
NORMAN BENZAQUEN
TRUSTEE1.000.00Yes (X)$0$0$0
JUDITH ROTH BERKOWITZ
TRUSTEE1.000.00Yes (X)$0$0$0
FRANCI J BLASSBERG
TRUSTEE (END 11/2021)1.000.00Yes (X)$0$0$0
JAMES S CHANOS
TRUSTEE1.000.00Yes (X)$0$0$0
LOIS CHILES
TRUSTEE1.000.00Yes (X)$0$0$0
DANIEL COHEN
TRUSTEE (AS OF 5/2022)1.000.00Yes (X)$0$0$0
BETSY COHN
TRUSTEE1.000.00Yes (X)$0$0$0
RAVENEL B CURRY III
TRUSTEE1.000.00Yes (X)$0$0$0
SUSAN FRIER DANILOW
TRUSTEE1.000.00Yes (X)$0$0$0
ELIZABETH B DATER
TRUSTEE1.000.00Yes (X)$0$0$0
BARBARA KNOWLES DEBS
TRUSTEE1.000.00Yes (X)$0$0$0
JOSEPH A DIMENNA
TRUSTEE1.000.00Yes (X)$0$0$0
KRIS DOERFLER
TRUSTEE1.000.00Yes (X)$0$0$0
BUZZY GEDULD
TRUSTEE1.000.00Yes (X)$0$0$0
DOROTHY GOLDMAN
TRUSTEE1.000.00Yes (X)$0$0$0
MARTIN J GROSS
TRUSTEE1.000.00Yes (X)$0$0$0
ROGER HERTOG
TRUSTEE1.000.00Yes (X)$0$0$0
EDWARD R HINTZ
TRUSTEE1.000.00Yes (X)$0$0$0
ELIE HIRSCHFELD
TRUSTEE1.000.00Yes (X)$0$0$0
BRIAN KANE
TRUSTEE1.000.00Yes (X)$0$0$0
PATRICIA KLINGENSTEIN
TRUSTEE1.000.00Yes (X)$0$0$0
SIDNEY LAPIDUS
TRUSTEE1.000.00Yes (X)$0$0$0
TARKY LOMBARDI JR
TRUSTEE1.000.00Yes (X)$0$0$0
PETER W MAY
TRUSTEE1.000.00Yes (X)$0$0$0
JONATHAN M MOSES
TRUSTEE1.000.00Yes (X)$0$0$0
JOEL I PICKET
TRUSTEE1.000.00Yes (X)$0$0$0
JEAN MARGO REID
TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD REISS JR
TRUSTEE1.000.00Yes (X)$0$0$0
THOMAS A SAUNDERS III
TRUSTEE1.000.00Yes (X)$0$0$0
PAM B SCHAFLER
TRUSTEE1.000.00Yes (X)$0$0$0
BERNARD L SCHWARTZ
TRUSTEE1.000.00Yes (X)$0$0$0
ALAN A SHUCH
TRUSTEE1.000.00Yes (X)$0$0$0
GILLIAN STEEL
TRUSTEE1.000.00Yes (X)$0$0$0
SY STERNBERG
TRUSTEE1.000.00Yes (X)$0$0$0
ANDREW H TISCH
TRUSTEE1.000.00Yes (X)$0$0$0
ERNEST TOLLERSON
TRUSTEE1.000.00Yes (X)$0$0$0
IRA UNSCHULD
TRUSTEE1.000.00Yes (X)$0$0$0
BRIDGET VAN KRALINGEN
TRUSTEE1.000.00Yes (X)$0$0$0
SUSAN WATERFALL
TRUSTEE1.000.00Yes (X)$0$0$0
SUE ANN WEINBERG
TRUSTEE1.000.00Yes (X)$0$0$0
MICHAEL WEISBERG
TRUSTEE1.000.00Yes (X)$0$0$0
JANE WEITZMAN
TRUSTEE1.000.00Yes (X)$0$0$0
BYRON R WIEN
TRUSTEE1.000.00Yes (X)$0$0$0
KEITH WOFFORD
TRUSTEE1.000.00Yes (X)$0$0$0
DAVID W ZALAZNICK
TRUSTEE1.000.00Yes (X)$0$0$0
FREDDY TAVERAS
SECRETARY,EVP & GEN. COUNSEL35.000.00Yes (X)$235,491$0$51,063
RICHARD SHEIN
ASSISTANT TREASURER AND CFO35.000.00Yes (X)$239,497$0$69,718
VALERIE PALEY
SVP AND LIBARY DIRECTOR35.000.00$228,211$0$56,105Yes (X)
MATTHEW BREGMAN
VP DEVELOPMENT35.000.00$217,959$0$63,631Yes (X)
MARCI REAVEN-TANIS
VP HISTORY EXHIBITS35.000.00$195,277$0$18,311Yes (X)
MARGARET HOFER
VP MUSEUM DIRECTOR35.000.00$191,518$0$64,046Yes (X)
DALE GREGORY
VP PUBLIC PROGRAMS35.000.00$170,669$0$43,940Yes (X)
INES ASLAN-SCHWED
VP MARKETING & COMM.(END 10/2021)35.000.00$163,238$0$55,168Yes (X)
FRANK DIMAIOLO
VP HUMAN RESOURCES35.000.00$150,497$0$27,594Yes (X)
YASHIRIS MORETA
VP OPERATIONS AND CAPITAL PROJECTS35.000.00$141,375$0$25,799Yes (X)
ARLENE BARNARD
CONTROLLER35.000.00$129,608$0$27,048Yes (X)
EMILY CROLL
DEPUTY MUSEUM DIRECTOR35.000.00$122,290$0$54,297Yes (X)
MICHAEL RYAN
VP LIBRARY DIRECTOR (END 6/2021)35.000.00$119,167$0$15,821Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,068,536TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$676,671TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ROBERT AM STERN ARCHITECTS LLP
ONE PARK AVENUENEW YORKNY10016ARCHITECTS$2,593,814
ZUBATKIN OWNER REPRESENTATION LLC
333 W 52ND ST 6TH FLNEW YORKNY10019CONSTRUCTION CONSULTANT$581,383
LA PLACA COHEN
520 BROADWAY 11TH FLOORNEW YORKNY10012ADVERTISING$531,165
CLANCY MOVING SYSTEMS INC
2963 ROUTE 22PATTERSONNY12563STORAGE$508,475
NOUVEAU ELEVATOR INDUSTRIES INC
47-55 37TH STREETLONG ISLAND CITYNY11101ELEVATOR MAINTENANCE AND REPAIR$446,252
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K33CntrctRcvdGreaterThan100KCnt
Membership Dues$1,065,351MembershipDuesAmt
Fundraising$5,770,719FundraisingAmt
Government Grants$6,287,259GovernmentGrantsAmt
All Other Contributions$32,556,938AllOtherContributionsAmt
Noncash Contributions$1,650,986NoncashContributionsAmt
Total Contributions$45,680,267TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION & PUBLIC PRO900099$732,387$732,387
ADMISSION900099$729,370$729,370
TRAVELING EXHIB & LOAN900099$156,218$156,218
MEMBERSHIP DUES900099$77,750$77,750
REPRODUCTION FEES900099$75,554$75,554

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,875TotalRevenueColumnAmt
Related Or Exempt Func Income$3,875RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,775,154TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$592,140TotalRevenueColumnAmt
Exclusion$592,140ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,210TotalRevenueColumnAmt
Exclusion$84,210ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,116,327RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,116,327RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,116,327TotalRevenueColumnAmt
Exclusion$2,116,327ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$66,085,901SecuritiesAmt
Other$58,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$63,280,391SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,805,510SecuritiesAmt
Other$58,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,864,010TotalRevenueColumnAmt
Exclusion$2,864,010ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$254,200FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,770,719ContriRptFundraisingEventAmt
Fundraising Direct Expenses$266,629FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,429TotalRevenueColumnAmt
Exclusion-$12,429ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$767,507GrossSalesOfInventoryAmt
Cost Of Goods Sold$378,033CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$389,474TotalRevenueColumnAmt
Unrelated Business Revenue$30,326UnrelatedBusinessRevenueAmt
Exclusion$359,148ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFE/CATERING900099$134,750$134,750
REIMBURSEMENT/REBATE900099$119,754$119,754
CAFE AMORTIZATION900099$53,869$53,869

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$894TotalRevenueColumnAmt
Exclusion$894ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$309,267OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,798,420TotalRevenueColumnAmt
Related Or Exempt Func Income$1,775,154RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$30,326UnrelatedBusinessRevenueAmt
Exclusion$6,312,673ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Program Services$60,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,626,060TotalAmt
Program Services$1,180,731ProgramServicesAmt
Management And General$1,209,726ManagementAndGeneralAmt
Fundraising$235,603FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,354,838TotalAmt
Program Services$10,655,455ProgramServicesAmt
Management And General$1,134,504ManagementAndGeneralAmt
Fundraising$564,879FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$726,538TotalAmt
Program Services$636,640ProgramServicesAmt
Management And General$53,973ManagementAndGeneralAmt
Fundraising$35,925FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,475,672TotalAmt
Program Services$2,007,827ProgramServicesAmt
Management And General$333,004ManagementAndGeneralAmt
Fundraising$134,841FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,131,793TotalAmt
Program Services$884,599ProgramServicesAmt
Management And General$182,264ManagementAndGeneralAmt
Fundraising$64,930FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$72,808TotalAmt
Program Services$31,394ProgramServicesAmt
Management And General$40,732ManagementAndGeneralAmt
Fundraising$682FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$205,385TotalAmt
Management And General$205,385ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$161,500TotalAmt
Fundraising$161,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$254,784TotalAmt
Management And General$254,784ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,507,806TotalAmt
Program Services$2,044,335ProgramServicesAmt
Management And General$171,509ManagementAndGeneralAmt
Fundraising$291,962FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$854,004TotalAmt
Program Services$829,285ProgramServicesAmt
Management And General$14,312ManagementAndGeneralAmt
Fundraising$10,407FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$844,845TotalAmt
Program Services$660,883ProgramServicesAmt
Management And General$74,985ManagementAndGeneralAmt
Fundraising$108,977FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$593,189TotalAmt
Program Services$496,411ProgramServicesAmt
Management And General$41,513ManagementAndGeneralAmt
Fundraising$55,265FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,768,246TotalAmt
Program Services$2,623,560ProgramServicesAmt
Management And General$107,574ManagementAndGeneralAmt
Fundraising$37,112FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$44,993TotalAmt
Program Services$44,993ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$47,757TotalAmt
Program Services$12,929ProgramServicesAmt
Management And General$31,234ManagementAndGeneralAmt
Fundraising$3,594FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,372,271TotalAmt
Program Services$8,246,687ProgramServicesAmt
Management And General$89,583ManagementAndGeneralAmt
Fundraising$36,001FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$317,512TotalAmt
Program Services$299,935ProgramServicesAmt
Management And General$13,724ManagementAndGeneralAmt
Fundraising$3,853FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIP AND REPAIR$1,686,804$1,516,999$56,625$113,180
EXHIBITION COSTS$1,369,692$1,313,595$73$56,024
COLLECTION ACQUISITIONS$834,325$834,325
OTHER SUPPLIES$557,561$372,787$41,625$143,149

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,080,834TotalAmt
Program Services$917,914ProgramServicesAmt
Management And General$65,404ManagementAndGeneralAmt
Fundraising$97,516FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,949,217TotalAmt
Program Services$35,671,284ProgramServicesAmt
Management And General$4,122,533ManagementAndGeneralAmt
Fundraising$2,155,400FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,475,225BOYAmt
EOY$3,849,103EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,718,810BOYAmt
EOY$11,218,558EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,340,008BOYAmt
EOY$31,608,964EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,368,482BOYAmt
EOY$752,450EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$448,164BOYAmt
EOY$413,477EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,120,276BOYAmt
EOY$3,360,777EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$196,211,374LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$101,488,450LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$97,410,747BOYAmt
EOY$94,722,924EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,420,849BOYAmt
EOY$49,288,688EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,700,757BOYAmt
EOY$3,148,706EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$208,003,318BOYAmt
EOY$198,363,647EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,394,980BOYAmt
EOY$4,728,001EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,587,979BOYAmt
EOY$1,067,693EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$12,500,000BOYAmt
EOY$12,199,946EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,682,423BOYAmt
EOY$4,016,042EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,165,382BOYAmt
EOY$22,011,682EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$83,341,889BOYAmt
EOY$72,393,532EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$99,496,047BOYAmt
EOY$103,958,433EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$182,837,936BOYAmt
EOY$176,351,965EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$208,003,318BOYAmt
EOY$198,363,647EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,849,203ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,335,174NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,085,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,667,398CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,991,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,706,118CurrentTaxYearMinus1YearAmt
Current Tax Year$45,680,267CurrentTaxYearAmt
Total$177,130,812TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,085,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,667,398CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,991,506CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,706,118CurrentTaxYearMinus1YearAmt
Current Tax Year$45,680,267CurrentTaxYearAmt
Total$177,130,812TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$18,050,197SubstantialContributorsTotAmt
Public Support Total170$159,080,615PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,762,587CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,514,700CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,915,058CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$826,155CurrentTaxYearMinus1YearAmt
Current Tax Year$2,792,677CurrentTaxYearAmt
Total$9,811,177TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$608,037CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$950,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$391,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$190,596CurrentTaxYearMinus1YearAmt
Current Tax Year$309,267CurrentTaxYearAmt
Total$2,450,643TotalAmt
FieldValueIRS element (for citing)
Total Support$189,392,632TotalSupportAmt
Gross Receipts Rltd Activities$20,624,494GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84000PublicSupportCY170Pct
Public Support PY1700.83400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2017 AMOUNT: $ 608,037. 2018 AMOUNT: $ 950,765. 2019 AMOUNT: $ 391,978. 2020 AMOUNT: $ 190,596. 2021 AMOUNT: $ 309,267.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,023,497BeginningYearBalanceAmt
Contributions$365,557ContributionsAmt
Investment Earnings Or Losses-$14,429,937InvestmentEarningsOrLossesAmt
Other Expenditures$2,157,674OtherExpendituresAmt
End Year Balance$61,801,443EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,390,673BeginningYearBalanceAmt
Contributions$27,704ContributionsAmt
Investment Earnings Or Losses$14,656,087InvestmentEarningsOrLossesAmt
Other Expenditures$2,050,967OtherExpendituresAmt
End Year Balance$78,023,497EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,288,869BeginningYearBalanceAmt
Contributions$3,222,665ContributionsAmt
Investment Earnings Or Losses-$167,851InvestmentEarningsOrLossesAmt
Other Expenditures$1,953,010OtherExpendituresAmt
End Year Balance$65,390,673EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,578,181BeginningYearBalanceAmt
Contributions$2,153,021ContributionsAmt
Investment Earnings Or Losses$2,327,205InvestmentEarningsOrLossesAmt
Other Expenditures$1,769,538OtherExpendituresAmt
End Year Balance$64,288,869EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,884,549BeginningYearBalanceAmt
Contributions$210,326ContributionsAmt
Investment Earnings Or Losses$4,841,322InvestmentEarningsOrLossesAmt
Other Expenditures$2,358,016OtherExpendituresAmt
End Year Balance$61,578,181EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.25050BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74950PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,335,100OtherCostOrOtherBasisAmt
Book Value$2,335,100BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$149,921,202OtherCostOrOtherBasisAmt
Depreciation$71,484,075DepreciationAmt
Book Value$78,437,127BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$482,644OtherCostOrOtherBasisAmt
Depreciation$482,644DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,418,760OtherCostOrOtherBasisAmt
Depreciation$8,497,077DepreciationAmt
Book Value$921,683BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,053,668OtherCostOrOtherBasisAmt
Depreciation$21,024,654DepreciationAmt
Book Value$13,029,014BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$94,722,924TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSET RETIREMENT OBLIGATIONDesc
Amt$4,016,042Amt
FieldValueIRS element (for citing)
Total Liability$4,016,042TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,082,694TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$18,335,174NetUnrealizedGainsInvstAmt
Other Revenue-$453,801OtherRevenueAmt
Revenue Not Reported-$18,788,975RevenueNotReportedAmt
Revenue Subtotal$53,871,669RevenueSubtotalAmt
Investment Expenses Not Incld$254,784InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$378,033OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$123,249RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$53,748,420TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,568,665TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$378,033OtherExpensesIncludedAmt
Expenses Not Reported$378,033ExpensesNotReportedAmt
Expenses Subtotal$41,190,632ExpensesSubtotalAmt
Investment Expenses Not Incld2$254,784InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$453,801OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$708,585ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,899,217TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:DESCRIPTION OF COLLECTION PER AUDITED FINANCIAL STATEMENTS - COLLECTIONS ARE NOT CAPITALIZED IN THE NEW-YORK HISTORICAL SOCIETY'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW-YORK HISTORICAL SOCIETY'S BOARD HAS ADOPTED A POLICY WHEREBY ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS CAN BE UTILIZED ONLY FOR ACQUISITIONS, DIRECT CARE (E.G., CONSERVATION, PRESERVATION, REHOUSING, OR STORAGE) PROCESSING, AND/OR CATALOGING OF THE COLLECTIONS AND COLLECTIONS MANAGEMENT.
PART III, LINE 4:DESCRIPTION OF NEW-YORK HISTORICAL'S COLLECTIONS - THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM'S HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, AND THE HISTORY OF NEW YORK AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE, DECORATIVE ARTS, SHIP MODELS, TOYS, AND CARRIAGES. THE LIBRARY'S VAST AND INTERRELATED COLLECTIONS INCLUDE 20,000 LINEAR FEET OF MANUSCRIPTS AND ARCHIVES 350,000 BOOKS AND PAMPHLETS; 500,000 PHOTOGRAPHIC PRINTS AND NEGATIVES; 560,000 DRAWINGS, PLANS, AND BLUEPRINTS IN THE ARCHITECTURE COLLECTIONS; 15,000 MAPS AND ATLASES; 10,000 NEWSPAPER TITLES (INCLUDING THE FOURTH LARGEST COLLECTION OF PRE-1820 AMERICAN NEWSPAPER TITLES IN THE UNITED STATES); 275,000 PRINTS AND GRAPHIC ARTWORKS; 20,000 BROADSIDES; AND SUBSTANTIAL COLLECTIONS OF EPHEMERA. THE COLLECTIONS ARE AN ESSENTIAL PART OF NEW-YORK HISTORICAL'S MISSION TO COLLECT, PRESERVE, AND INTERPRET AMERICAN HISTORY AND ART THROUGH ITS MATERIAL CULTURE LEGACY. MORE INFORMATION CAN BE OBTAINED ABOUT BOTH COLLECTIONS AT WWW.NYHISTORY.ORG.
PART V, LINE 4:INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 16% MUSEUM 18% PUBLIC AND EDUCATIONAL 25% COLLECTION ACQUISITION 1% UNRESTRICTED 40%
PART X, LINE 2:THE NEW-YORK HISTORICAL SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) FOR RELATED ACTIVITIES. CONTRIBUTIONS TO IT ARE TAX-DEDUCTIBLE BY DONORS AS PRESCRIBED BY THE CODE. IN ADDITION, THE SOCIETY IS TAX-EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE SOCIETY HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND THAT IT WILL CONTINUE TO BE EXEMPT FROM TAXES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INDIRECT COSTS OF SPECIAL EVENTS NOT DEDUCTED FROM REVENUES -453,801.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -378,033.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 378,033.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INDIRECT COSTS OF SPECIAL EVENTS ADDED TO EXPENSES 453,801.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA/CARRIBEAN00INVESTMENTS$3,148,706
EUROPE00PROGRAM SERVICES$132,485EXHIBITION DESIGN
EUROPE00PROGRAM SERVICES$50,000SPEAKER/PERFORMER
EUROPE00PROGRAM SERVICES$34,736EXHIBITION/STORE MDSE
NORTH AMERICA00PROGRAM SERVICES$7,200SOFTWARE DESIGN
SOUTH ASIA00PROGRAM SERVICES$2,921EXHIBITION/STORE MDSE
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,376,048SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,376,048TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign TrustYes (1)InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
FORM 990, SCH F, PART I, LINE 3ACTIVITIES OUTSIDE THE U.S. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED FUNDS FROM FOREIGN SOURCES, AS FOLLOWS: (1) RIGHTS AND REPRODUCTION INCOME OF $15,421 FROM EUROPEAN SOURCES. (2) RIGHTS AND REPRODUCTION INCOME OF $720 FROM MIDDLE EASTERN SOURCES. (3) EVENT RENTAL INCOME OF $19,000 FROM NORTH AMERICAN SOURCES. (4) OTHER INCOME OF $248 FROM EUROPEAN SOURCES. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY REMITTED FUNDS TO FOREIGN SOURCES, AS FOLLOWS: (1) TO A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $50,000. (2) TO EUROPEAN VENDORS FOR EXHIBITION ITEMS AGGREGATING $81,185. (3) FOR ANIMATION SERVICES FROM A EUROPEAN VENDOR AGGREGATING $51,300. (4) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM EUROPEAN VENDORS AGGREGATING $22,442. (5) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM ASIAN VENDORS AGGREGATING $14,774. (6) FOR LICENSING/SUBSCRIPTION FEES FROM A EUROPEAN VENDOR AGGREGATING $440. (7) FOR SOFTWARE DESIGN FROM A CANADIAN VENDOR AGGREGATING $7,200.
FORM 990, SCH F, PART I, LINE 3, COLUMN (F)METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBI ZAKIN EVENTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 EAST 76TH STREET SUITE B503AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
ActivitySPEC EVENTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$6,024,919GrossReceiptsAmt
Retained By Contractor$161,500RetainedByContractorAmt
Net To Organization$5,868,419NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$6,024,919TotalGrossReceiptsAmt
Total Retained By Contractors$161,500TotalRetainedByContractorsAmt
Total Net To Organization$5,868,419TotalNetToOrganizationAmt
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WEEKEND/HISTORYEvent1Nm
Gross Receipts Event1$2,989,252GrossReceiptsEvent1Amt
Charitable Contri Event1$2,820,752CharitableContriEvent1Amt
Gross Revenue Event1$168,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$45,663RentFacilityCostsEvent1Amt
Food And Beverage Event1$124,430FoodAndBeverageEvent1Amt
Entertainment Event1$16,500EntertainmentEvent1Amt
Event2HISTORY MAKERS GALAEvent2Nm
Gross Receipts Event2$2,578,400GrossReceiptsEvent2Amt
Charitable Contri Event2$2,512,700CharitableContriEvent2Amt
Gross Revenue Event2$65,700GrossRevenueEvent2Amt
Rent Facility Costs Event2$42,966RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,188FoodAndBeverageEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$457,267GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$437,267CharitableContriOtherEventsAmt
Gross Revenue Other Events$20,000GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$13,362RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$20,520FoodAndBeverageOtherEventsAmt
Gross Receipts Total$6,024,919GrossReceiptsTotalAmt
Charitable Contributions Tot$5,770,719CharitableContributionsTotAmt
Gross Revenue Total Events$254,200GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$101,991RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$148,138FoodAndBeverageTotalEventsAmt
Entertainment Total Events$16,500EntertainmentTotalEventsAmt
Direct Expense Summary Events$266,629DirectExpenseSummaryEventsAmt
Net Income Summary-$12,429NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationFUNDRAISER THE NEW-YORK HISTORICAL SOCIETY CONTRACTED WITH ONE PROFESSIONAL FUNDRAISER DURING THE TAX YEAR - BARBI ZAKIN EVENTS LLC CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE NEW-YORK HISTORICAL SOCIETY'S FUNDRAISING EVENTS AND ONE PROGRAMMING INITIATIVE DURING THE TAX YEAR. EACH CONTRACT CALLED FOR THE PAYMENT OF A FLAT FEE AND THE REIMBURSEMENT OF OUT-OF-POCKET EXPENSES (I.E. STAMPS, OFFICE SUPPLIES AND COPIES OF MATERIALS). THE NEW-YORK HISTORICAL SOCIETY DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW-YORK HISTORICAL SOCIETY DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $161,500 AND $10,829, RESPECTIVELY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
BARBARA AND DAVID ZALAZNICK BOOK PRIZE1$50,000
CHILDREN'S HISTORY BOOK CLUB PRIZE1$10,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING THE USE OF GRANTS THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS. THE MONITORING OF THE GRANTS ARE AS FOLLOWS: THE CHILDREN'S HISTORY BOOK PRIZE ($10,000) IS AWARDED ANNUALLY TO AUTHORS FOR A FICTION OR NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY FOR MIDDLE READERS THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO CHILDREN AND EDUCATORS. IN SELECTING THE RECIPIENTS OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF TEN (INCLUDING EDUCATORS, HISTORIANS, LIBRARIANS, AND MIDDLE READERS) SELECTS THE FINALIST. THE BARBARA AND DAVID ZALAZNICK BOOK PRIZE IN AMERICAN HISTORY ($50,000) IS AWARDED ANNUALLY TO AN AUTHOR FOR A NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO BOTH A GENERAL AND AN ACADEMIC AUDIENCE. IN SELECTING THE RECIPIENT OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF FIVE (FROM BOTH ACADEMIA AND LAY) SELECTS THREE AUTHORS. THE FINALIST IS SELECTED FROM THIS LIST. THE BOOK PRIZE WAS AWARDED IN CONNECTION WITH THE WEEKEND/HISTORY FUNDRAISING EVENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LOUISE MIRRER
PRESIDENT AND CEO$705,795$0$49,410$0$8,534$0$72,445$0$31,685$0$867,869$0$0$0
RICHARD SHEIN
ASSISTANT TREASURER AND CFO$217,463$0$0$0$22,034$0$20,792$0$48,926$0$309,215$0$0$0
FREDDY TAVERAS
SECRETARY,EVP & GEN. COUNSEL$235,150$0$0$0$341$0$20,420$0$30,643$0$286,554$0$0$0
VALERIE PALEY
SVP AND LIBARY DIRECTOR$226,831$0$0$0$1,380$0$19,385$0$36,720$0$284,316$0$0$0
MATTHEW BREGMAN
VP DEVELOPMENT$217,080$0$0$0$879$0$18,528$0$45,103$0$281,590$0$0$0
MARGARET HOFER
VP MUSEUM DIRECTOR$171,925$0$0$0$19,593$0$16,238$0$47,808$0$255,564$0$0$0
INES ASLAN-SCHWED
VP MARKETING & COMM.(END 10/2021)$162,930$0$0$0$308$0$13,530$0$41,638$0$218,406$0$0$0
DALE GREGORY
VP PUBLIC PROGRAMS$167,676$0$0$0$2,993$0$13,586$0$30,354$0$214,609$0$0$0
MARCI REAVEN-TANIS
VP HISTORY EXHIBITS$185,282$0$0$0$9,995$0$15,815$0$2,496$0$213,588$0$0$0
FRANK DIMAIOLO
VP HUMAN RESOURCES$150,388$0$0$0$109$0$11,646$0$15,948$0$178,091$0$0$0
EMILY CROLL
DEPUTY MUSEUM DIRECTOR$121,692$0$0$0$598$0$9,420$0$44,877$0$176,587$0$0$0
YASHIRIS MORETA
VP OPERATIONS AND CAPITAL PROJECTS$141,265$0$0$0$110$0$10,655$0$15,144$0$167,174$0$0$0
ARLENE BARNARD
CONTROLLER$129,380$0$0$0$228$0$9,946$0$17,102$0$156,656$0$0$0
MICHAEL RYAN
VP LIBRARY DIRECTOR (END 6/2021)$117,300$0$0$0$1,867$0$8,809$0$7,012$0$134,988$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationNON-FIXED PAYMENTS THE NEW-YORK HISTORICAL SOCIETY HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2021, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution75ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution54ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$1,650,986NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV ON DATE RECEIVEDMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)OTHER PRINTS57$0
Yes (X)PHOTOGRAPHS24$0
Yes (X)MANUSCRIPTS22$0
Yes (X)BOOKS, NEWSPAPERS17$0
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED.
PART I, LINE 32B:GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE FISCAL YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:MUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY SEEN THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S PREMIER COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISES MORE THAN TWO MILLION WORKS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND ROTATING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2021 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 100,000 PEOPLE AND INCLUDED 10 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS TRAVELING EXHIBITIONS ON VIEW AT SEVEN (7) VENUES THROUGHOUT THE UNITED STATES. THESE EXHIBITIONS TELL THE STORY OF THE UNITED STATES THROUGH ARTIFACTS AND ART. IN ADDITION, EVERY YEAR, NEW-YORK HISTORICAL REGULARLY LENDS INDIVIDUAL OR SMALL GROUPS OF COLLECTION OBJECTS TO OTHER INSTITUTIONS TO FURTHER ITS MISSION.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS:EDUCATIONAL AND PUBLIC PROGRAMS NEW-YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW-YORK HISTORICAL SOCIETY ORGANIZES AND PRESENTS AN EXTENSIVE RANGE OF SCHOOL PROGRAMS FOR STUDENTS AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS, AS WELL AS DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING TAX YEAR 2021, APPROXIMATELY 95,000 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH EDUCATIONAL PROGRAMS IN BOTH THE MUSEUM BUILDING AND SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW-YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW-YORK HISTORICAL OFFERS AN AWARD-WINNING HIGH SCHOOL INTERNSHIP PROGRAM, AND 100% OF ITS PARTICIPANTS GO ON TO COLLEGE. INTERNSHIPS ARE ALSO AVAILABLE FOR COLLEGE STUDENTS PURSUING CAREERS IN HISTORY EDUCATION. THE NEW-YORK HISTORICAL SOCIETY IS HOME TO DIMENNA CHILDREN'S HISTORY MUSEUM, AN INTERACTIVE, EDUCATIONAL EXHIBITION SPACE FOR CHILDREN OF ALL AGES. HERE, CHILDREN HAVE FUN WHILE LEARNING ABOUT AMERICAN HISTORY THROUGH COLORFUL EXHIBITS, DIGITAL INSTALLATIONS, AND THOUGHT-PROVOKING PROGRAMS, INCLUDING LIVING HISTORY AS WELL AS STORY TIMES IN THE BARBARA K. LIPMAN CHILDREN'S HISTORY LIBRARY. THE NEW-YORK HISTORICAL SOCIETY'S CENTER FOR WOMEN'S HISTORY HAS ESTABLISHED ITSELF AS AN INDISPENSABLE DRIVER OF THE NATIONAL CONVERSATION AROUND WOMEN'S HISTORY, RIGHTS, AND NARRATIVES. FOCUSED ON THE INTERSECTION OF RACE, CLASS, GENDER, AND SEXUALITY, THE CENTER HAS BECOME A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION UNDER THE LEADERSHIP OF DIRECTOR DR. VALERIE PALEY. IT HAS ALSO BEEN BEHIND SOME OF THE MOST THRILLING INITIATIVES AT NEW-YORK HISTORICAL IN RECENT YEARS, INCLUDING THE BILLIE JEAN KING ARCHIVE, THE MERYL STREEP-NARRATED FILM "WE RISE", AND THE ANNUAL DIANE AND ADAM E. MAX CONFERENCE IN WOMEN'S HISTORY. THE PUBLIC PROGRAMS DEPARTMENT FOSTERS LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY THROUGH ITS ONLINE AND LIVE AUDIENCE LECTURES AND CURATORS AND OFF-SITE WALKING TOURS. DURING TAX YEAR 2021, ABOUT 13,500 PEOPLE ATTENDED THESE ADULT PROGRAMS IN THE AGGREGATE. MANY OF THESE PROGRAMS ARE ALSO AVAILABLE TO A GLOBAL AUDIENCE THROUGH OUR PODCAST, ON TELEVISION (PBS), AND THROUGH AUDIO AND VIDEO RECORDINGS ON NEW-YORK HISTORICAL'S WEBSITE. THE TANG ACADEMY FOR AMERICAN DEMOCRACY IS AN INNOVATIVE CIVICS AND HISTORY EDUCATION PROGRAM FOR CLASSES OF 6TH GRADE STUDENTS THAT TAKES PLACE OVER THE COURSE OF FOUR CONSECUTIVE SCHOOL DAYS, AT THE NEW-YORK HISTORICAL SOCIETY. THIS UNIQUE RESIDENCY MODEL IMMERSES STUDENTS IN THE STUDY OF DEMOCRACY THROUGH GALLERY VISITS, PRIMARY SOURCE-DRIVEN DISCUSSIONS, INTERACTIVE SIMULATIONS, AND ART-MAKING. STUDENTS TRACE THE EVOLUTION OF DEMOCRACY BY COMPARING ITS ORIGINS IN ANCIENT ATHENS TO ITS DEVELOPMENT IN THE UNITED STATES, FROM THE FOUNDING ERA TO THE PRESENT DAY. THROUGHOUT THE EXPERIENCE, STUDENTS LEARN NEW HISTORICAL CONTENT, PRACTICE CRITICAL THINKING SKILLS, AND DEVELOP AN APPRECIATION FOR THE FRAGILITY AND IMPORTANCE OF OUR NATION'S PARTICIPATORY FORM OF GOVERNMENT, WITH THE OVERARCHING GOAL OF MOTIVATING STUDENTS TO TAKE ON THE ROLE OF ACTIVE CIVIC AGENTS NOW AND IN ADULTHOOD. THE NEW-YORK HISTORICAL SOCIETY PROVIDES THIS PROGRAM FREE OF CHARGE TO ALL PARTNER SCHOOLS, COVERING THE COST OF INSTRUCTORS, CLASSROOM SPACE IN THE MUSEUM, TRAVEL TO/FROM THE MUSEUM, AND LIGHT SNACKS AND OTHER MATERIALS. FOR THOSE SCHOOLS UNABLE TO TRAVEL TO THE MUSEUM, VIRTUAL AND IN-SCHOOL VERSIONS OF THE PROGRAM ARE ALSO AVAILABLE FOR FREE. THE NEW-YORK HISTORICAL SOCIETY OPERATES THE INSTITUTE FOR CONSTITUTIONAL STUDIES, A LEADING NATIONAL FORUM FOR THE INTERDISCIPLINARY STUDY OF AMERICAN CONSTITUTIONAL HISTORY. THE INSTITUTE OFFERS ADVANCED SEMINARS, AS WELL AS WORKSHOPS DEVOTED TO IMPROVING THE TEACHING OF CONSTITUTIONAL HISTORY. THESE PROGRAMS ARE DESIGNATED FOR DOCTORAL STUDENTS, JUNIOR FACULTY MEMBERS, LAWYERS, AND EDUCATORS. THE NEW-YORK HISTORICAL SOCIETY ESTABLISHED THE CITIZENSHIP PROJECT TO EDUCATE IMMIGRANTS AS THEY PURSUE U.S. CITIZENSHIP. THIS INNOVATIVE PROGRAM USES THE MUSEUM'S EXHIBITIONS AND COLLECTIONS ITEMS TO HELP PERMANENT RESIDENTS STUDY FOR THE CIVICS QUESTIONS ON THE U.S. NATURALIZATION EXAM. THE NEW-YORK HISTORICAL SOCIETY EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA CHANNELS (FACEBOOK, TWITTER, INSTAGRAM, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2021, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN 2.4 MILLION UNIQUE PAGEVIEWS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 345,000 FOLLOWERS IN AGGREGATE.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS:LIBRARY THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE FIRST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. COLLECTION STRENGTHS INCLUDE: LOCAL HISTORY OF NEW YORK CITY, NEW YORK STATE AND THE EASTERN SEABOARD; EXPLORATION AND VOYAGES; COLONIAL HISTORY, THE REVOLUTIONARY WAR AND EARLY REPUBLIC; MERCANTILE HISTORY OF NEW YORK AND THE EXPANDING NATION; AMERICAN MILITARY AND NAVAL HISTORY; ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE UNITED STATES; THE CIVIL WAR; RELIGION AND RELIGIOUS MOVEMENTS; NEW YORK CITY SOCIAL SERVICES AND CHARITABLE ORGANIZATIONS; NEW YORK CITY ARCHITECTURE; PORTRAITURE AND DOCUMENTARY PHOTOGRAPHY; EPHEMERA COLLECTIONS SUCH AS THE BELLA C. LANDAUER COLLECTION OF BUSINESS AND ADVERTISING ART.
FORM 990, PART VI, SECTION B, LINE 11BAPPROVAL PROCESS OF FORM 990 THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FULL BOARD OF TRUSTEES IS SENT (VIA EMAIL) A COMPLETE COPY OF THE FORM 990, AS IT WILL BE FILED WITH THE IRS, FOR ITS REVIEW. AFTER A COMMENT PERIOD OF A REASONABLE NUMBER OF DAYS, THE PRESIDENT AND CEO IS AUTHORIZED TO SIGN AND THE STAFF IS AUTHORIZED TO FILE THE FORM 990 AND SCHEDULES WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING AND COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE SENDING OF A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ON AN ANNUAL BASIS TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE GENERAL COUNSEL IS CHARGED WITH MAKING A GOOD FAITH EFFORT TO COLLECT EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS, AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES. PER THE CONFLICT OF INTEREST POLICY, A TRUSTEE, OFFICER, OR KEY EMPLOYEE WITH DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST MAY NOT PARTICIPATE IN THE VOTE ON THE MATTER PERTAINING TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE COMPENSATION REVIEW PROCESS IN NOVEMBER OF EACH YEAR, INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE ACT AS A COMPENSATION COMMITTEE AND REVIEW AND APPROVE THE SALARIES AND PERFORMANCE OF THE OFFICERS AND KEY EMPLOYEES (OTHER THAN THE PRESIDENT AND CEO WHOSE COMPENSATION IS SET BY AGREEMENT AND DESCRIBED BELOW). AT THE ANNUAL COMPENSATION COMMITTEE MEETING, THE PRESIDENT AND CEO PRESENTS EXISTING STUDIES OF COMPARABLE SALARIES (I.E., EXISTING AND CURRENT COMPENSATION STUDIES PREPARED BY INDEPENDENT FIRMS OR SURVEYS OF COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS IN A SIMILAR GEOGRAPHIC AREA) AND MAKES SALARY RECOMMENDATIONS, TAKING INTO ACCOUNT THE COMPENSATION INFORMATION PRESENTED. THE PRESIDENT AND CEO TAKES CONTEMPORANEOUS MINUTES OF THE MEETING WHICH SHE DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." WHEN THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE, COMPRISING INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE, RETAINS AN OUTSIDE CONSULTANT TO UNDERTAKE A FORMAL COMPARABILITY STUDY OF HER COMPENSATION TO FACILITATE REVIEW OF THE PROPOSED SALARY FOR THE PERIOD OF THE UPCOMING CONTRACT. THE OUTSIDE CONSULTANT IS ENGAGED DIRECTLY BY THE BOARD CHAIR. THE BOARD CHAIR LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE BOARD CHAIR TAKES CONTEMPORANEOUS MINUTES AND DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2021.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC AVAILABILITY OF DOCUMENTS THE NEW-YORK HISTORICAL SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE CHARITIES BUREAU OF THE NEW YORK STATE ATTORNEY GENERAL'S OFFICE AND AVAILABLE TO THE PUBLIC FROM THE BUREAU. THE PUBLIC INSPECTION COPY OF THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG).

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