2025-05-12T10:37:27-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-07-01 136146854 THE JEWISH MUSEUM JEWI 2124233200 1109 FIFTH AVENUE NEW YORK NY 10128 HYDEE BRESSLER CFO & COO 2124233200 2025-05-12 1 1 SCOTT THOMPSETT P00741490 2125990100 2023 2025-03-06 01:10:19Z JAMES S SNYDER 1109 FIFTH AVENUE NEW YORK NY 10128 72662564 0 X WWW.THEJEWISHMUSEUM.ORG X 1952 NY THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET JEWISH ART. 32 31 266 32 0 0 21110409 21438182 1367014 1123816 1245975 7550677 -1230829 -1305923 22492569 28806752 0 0 0 0 12768032 14743596 133352 50376 4145889 12474090 13211839 25375474 28005811 -2882905 800941 143371639 153281380 7056914 2892229 136314725 150389151 X THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART AND JEWISH CULTURE. SEE SCHEDULE O FOR MORE INFORMATION. 0 0 10562259 0 2709361 MUSEUM PROGRAMS, GENERAL/OTHER:THE JEWISH MUSEUM IS AN ART MUSEUM COMMITTED TO ILLUMINATING THE COMPLEXITY AND VIBRANCY OF JEWISH CULTURE FOR A GLOBAL AUDIENCE. THROUGH DISTINCTIVE EXHIBITIONS AND PROGRAMS THAT PRESENT THE WORK OF DIVERSE ARTISTS AND THINKERS, WE SHARE IDEAS, PROVOKE DIALOGUE, AND PROMOTE UNDERSTANDING. (CONTINUED ON SCHEDULE O)THE JEWISH MUSEUM WAS THE FIRST INSTITUTION OF ITS KIND IN THE UNITED STATES AND IS ONE OF THE OLDEST JEWISH MUSEUMS IN THE WORLD. THE MUSEUM MAINTAINS A UNIQUE COLLECTION OF NEARLY 30,000 WORKS OF ART, CEREMONIAL OBJECTS, AND MEDIA REFLECTING THE GLOBAL JEWISH EXPERIENCE OVER MORE THAN 4,000 YEARS. LOCATED ON NEW YORK CITY'S MUSEUM MILE, IN THE LANDMARKED WARBURG MANSION, THE JEWISH MUSEUM IS A WELCOMING HOME TO AN EVER-CHANGING AND DYNAMIC RANGE OF OPPORTUNITIES FOR EXPLORING MULTIPLE FACETS OF THE GLOBAL JEWISH EXPERIENCE.IN ADDITION TO ITS ONGOING COLLECTION EXHIBITION, RECENT TEMPORARY EXHIBITIONS INCLUDED MOOD OF THE MOMENT: GABY AGHION AND THE HOUSE OF CHLOE; MARTA MINUJIN: ARTE! ARTE! ARTE!; ZOYA CHERKASSKY, OCT. 7, 2023; FREDERICK KIESLER: VISION MACHINES; AND OVERFLOW AFTERGLOW: NEW WORK IN CHROMATIC FIGURATION. THE MUSEUM ALSO PRESENTS THE NEW YORK JEWISH FILM FESTIVAL IN PARTNERSHIP WITH FILM AT LINCOLN CENTER. TO PROVIDE CONTEXT FOR THE WORK ON DISPLAY, THE MUSEUM DEVELOPS EDUCATION PROGRAMS FOR STUDENTS, FAMILIES, AND ADULT AUDIENCES OF EVERY AGE THAT SERVE OVER 25,000 INDIVIDUALS ONSITE AND 100,000 PEOPLE VIRTUALLY ANNUALLY. THE MUSEUM SERVES 9,000 STUDENTS AND TEACHERS THROUGH TOURS, SCHOOL PARTNERSHIPS, AND PROFESSIONAL DEVELOPMENT. WE HAD PARTNERSHIPS WITH 23 DISTINCT SCHOOLS AND REACHED 28 TITLE 1 SCHOOLS AND 4 DISTRICT 75 SCHOOLS. OTHER EDUCATION OFFERINGS INCLUDE FAMILY PROGRAMS SUCH AS CONCERTS, ART-MAKING WORKSHOPS, AND CREATIVE ACTIVITY GUIDES; INTERNSHIP PROGRAMS OFFERING PAID POSITIONS TO 20 STUDENTS ANNUALLY, SELECTED FROM 300 PLUS APPLICANTS; AND FREE ACCESS PROGRAMS FOR VISITORS WHO ARE BLIND OR HAVE LOW VISION, ARE DEAF, HAVE MEMORY LOSS, AND/OR HAVE LEARNING AND DEVELOPMENTAL DISABILITIES. 7681320 0 0 ART MUSEUM CONSERVATION PROGRAMS:ACQUISITION, STORAGE, CONSERVATION AND MAINTENANCE OF COLLECTION OF JUDAICA OBJECTS, ART (SCULPTURE, PAINTINGS AND PHOTOGRAPHS), FILM RELATED TO ART AND JEWISH CULTURE. 18243579 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 1 169 0 1 266 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X HYDEE BRESSLER 2124233200 1109 FIFTH AVENUE NEW YORK NY 10128 ROBERT A PRUZAN CHAIRMAN 5.00 0.00 X X 0 0 0 SHARI ARONSON PRESIDENT 5.00 0.00 X X 0 0 0 SANDER LEVY VICE PRESIDENT 2.00 0.00 X X 0 0 0 GAIL A BINDERMAN VICE CHAIR 2.00 0.00 X X 0 0 0 MAHNAZ MOINIAN VICE CHAIR 2.00 0.00 X X 0 0 0 HARRIET SCHLEIFER VICE CHAIR 2.00 0.00 X X 0 0 0 MALCOLM LEVINE TREASURER 2.00 0.00 X X 0 0 0 DAVID E SHAPIRO SECRETARY 2.00 0.00 X X 0 0 0 JANE WILF ASSISTANT TREASURER 2.00 0.00 X X 0 0 0 ANDREW E LEWIN ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 MARC BECKER BOARD MEMBER (THRU 08/2023) 1.00 0.00 X 0 0 0 JONATHAN CRYSTAL BOARD MEMBER 1.00 0.00 X 0 0 0 WENDY FISHER BOARD MEMBER (THRU 08/2023) 1.00 0.00 X 0 0 0 NOMI P GHEZ BOARD MEMBER 1.00 0.00 X 0 0 0 ALICE GOTTESMAN BOARD MEMBER (THRU 08/2023) 1.00 0.00 X 0 0 0 DAVID ISRAEL BOARD MEMBER 1.00 0.00 X 0 0 0 VIRGINIA KAMSKY BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL SCHAPIRO KEKST BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN KRANE BOARD MEMBER 1.00 0.00 X 0 0 0 JEANETTE LERMAN-NEUBAUER BOARD MEMBER 1.00 0.00 X 0 0 0 BETTY LEVIN BOARD MEMBER 1.00 0.00 X 0 0 0 PHYLLIS MACK BOARD MEMBER 1.00 0.00 X 0 0 0 AARON MALINSKY BOARD MEMBER 1.00 0.00 X 0 0 0 JOSHUA NASH BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE NOVENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID L RESNICK BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL RUBINOFF BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL SALAMA-CARO BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID SAMBUR BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN M SCHERR BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN M SHAPIRO BOARD MEMBER 1.00 0.00 X 0 0 0 AMY ROSE SILVERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES A STERN BOARD MEMBER 1.00 0.00 X 0 0 0 AUDREY WILF BOARD MEMBER 1.00 0.00 X 0 0 0 BENJAMIN WINTER BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES S SNYDER - HELEN GOLDSMITH MENSCHEL DIR (AS OF 11/23) 40.00 0.00 X 108383 0 93 MARGARET SCHRAMM HORN - CHIEF OPERATING OFFICER (THRU 02/2024) 40.00 0.00 X 297886 0 560 DAVID RUBENSTEIN - INT CHIEF OPERATING OFFICER (AS OF 01/2024) 40.00 0.00 X 0 0 0 DARSIE ALEXANDER - SR DEP DIR SUSAN & ELIHU ROSE CHIEF CURATOR 40.00 0.00 X 314987 0 78481 SARAH SUPCOFF - DEPUTY DIR AUDIENCE DEVELOPMENT 40.00 0.00 X 193195 0 16591 NELLY BENEDEK DEP. DIR., EDUCATION & PROGRAMS 40.00 0.00 X 184572 0 35053 KATHERYN HOLLANDER CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 255364 0 0 CINDY CAPLAN CHIEF LEGAL COUNSEL 40.00 0.00 X 208464 0 20798 MICHAEL STAFFORD - DIR OF FACILITIES, SECURITY, & ENGINEERING 40.00 0.00 X 220695 0 64292 SUSAN WEISS CHIEF OF STAFF 40.00 0.00 X 151674 0 23155 JODY HEHER DIR. OF PROGRAM ADMIN. 40.00 0.00 X 161045 0 20679 TONI SKIBA DIRECTOR, HUMAN RESOURCES 40.00 0.00 X 148714 0 33657 CLAUDIA GOULD - FORMER HELEN GOLDSMITH MENSCHEL DIRECTOR 0.00 0.00 X 816330 0 47051 3061309 0 340410 29 1 1 0 MASTERPIECE INTERNATIONAL LTD 39 BROADWAY SUITE 1410 NEW YORK NY 10006 COURIER SERVICES 812680 ONLINE COMPUTERS AND COMMUNICATIONS LLC PO BOX 428 FLORHAM PARK NJ 07932 IT SUPPORT 575606 SOUTH SIDE DESIGN & BLDG 1205 MANHATTAN AVE STE 312 BROOKLYN NY 11222 INSTALLATION SERVICES 301343 PENTAGON PROTECTION & INVESTIGATIONS INC PO BOX 8 LYNBROOK NY 11563 SECURITY SERVICES 263561 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 230478 15 3613687 349236 17475259 3153147 21438182 MEMBERSHIPS 712110 667116 667116 ADMISSIONS 712110 348454 348454 GROUP FEES/PROGRAM FEE 712110 58444 58444 FILM PROCEEDS 712110 49802 49802 1123816 2027870 2027870 2696 2696 71054 13706 57348 57348 57348 46216412 40693605 5522807 5522807 5522807 132600 3613687 997032 -864432 -864432 1585545 2151469 -565924 -565924 ALL OTHER REVENUE 712110 54449 54449 LOAN FEES 900099 9940 9940 64389 28806752 557892 0 6810678 1681432 1085737 227058 368637 835915 539768 112881 183266 9322546 6019772 1258902 2043872 428714 276830 57893 93991 1561951 1008586 210923 342442 913038 589569 123295 200174 188912 188912 151307 151307 50376 50376 1215124 1215124 2226535 1594615 565481 66439 713224 598576 33971 80677 1797323 1419579 241104 136640 365572 168814 194212 2546 494151 352034 83445 58672 455259 249887 53284 152088 5812 921 2818 2073 221359 221359 1656982 1180434 279808 196740 313835 190770 98780 24285 ART ACQUISITION 1142935 1142935 SHIPPING 1084714 1059219 7311 18184 TEMP. HELP 407306 193313 181373 32620 STORAGE RENTAL 350741 342850 7891 420748 229370 99211 92167 28005811 18243579 5616343 4145889 8186 8186 6644486 4045118 3763290 9181415 614412 741075 695002 710706 1153666 660251 64801624 49938792 15004495 14862832 56131506 51105169 59356596 71966628 143371639 153281380 2489198 2727915 48231 54666 4384051 135434 109648 7056914 2892229 X 53028178 51115279 83286547 99273872 136314725 150389151 143371639 153281380 800941 13273485 0 X 0 1 X 1 0 X 14566843 12063173 14775960 21110409 21438182 83954567 14566843 12063173 14775960 21110409 21438182 83954567 12582512 71372055 1399163 350686 335375 1126566 2101620 5313410 28401 28401 246580 17080 237782 171971 196989 870402 90166780 13244288 0.79160 0.79050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT INCOME - 2019 AMOUNT: $ 125,500. 2021 AMOUNT: $ 117,850. 2022 AMOUNT: $ 139,050. 2023 AMOUNT: $ 132,600. ALL OTHER REVENUE - 2019 AMOUNT: $ 19,481. 2020 AMOUNT: $ 17,080. 2021 AMOUNT: $ 11,347. 2022 AMOUNT: $ 30,121. 2023 AMOUNT: $ 54,449. CAFE REVENUE - 2019 AMOUNT: $ 101,599. LOAN FEES - 2021 AMOUNT: $ 108,585. 2022 AMOUNT: $ 2,800. 2023 AMOUNT: $ 9,940. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 114480971 16800 19520704 10411086 123607389 104890101 273483 15654758 6337371 114480971 140752913 1182475 -31121803 5923484 104890101 107928015 5285000 33448377 5908479 140752913 112306191 1025000 4366101 9769277 107928015 0.33660 0.66340 0 0 883750 883750 4063176 2487717 1575459 38316955 28998622 9318333 10584787 9735512 849275 10952956 8716941 2236015 14862832 EQUITY INVESTMENT FUNDS 31739068 F LONG/SHORT INVESTMENT FUNDS 40227560 F 71966628 LEASE OBLIGATIONS 109648 109648 X 42249128 13273485 2165175 15438660 26810468 1215124 781160 1996284 28806752 27031767 2165175 2165175 24866592 1215124 1924095 3139219 28005811 PART III, LINE 1A: COLLECTION OBJECTS ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. COLLECTION OBJECTS DONATED TO THE MUSEUM ARE NOT RECORDED FOR FINANCIAL ACCOUNTING PURPOSES AND, ACCORDINGLY, ARE NOT INCLUDED AS REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS (GENERALLY, NET ASSETS WITH DONOR RESTRICTIONS). PART III, LINE 4: THE MUSEUMS COLLECTION IS COMPRISED OF APPROXIMATELY 30,000 OBJECTS RELATED TO JEWISH RELIGIOUS AND CULTURAL HISTORY, INCLUDING PAINTINGS, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHS, ETHNOGRAPHIC MATERIAL, ARCHAEOLOGICAL ARTIFACTS, NUMISMATICS, CEREMONIAL OBJECTS, AND BROAD CAST MEDIA MATERIALS. THE COLLECTION IS HELD FOR EXHIBITION, EDUCATION, AND RESEARCH AND IS ADMINISTERED AND STORED IN ACCORDANCE WITH A FORMAL COLLECTION MANAGEMENT POLICY APPROVED BY THE AMERICAN ASSOCIATION OF MUSEUMS. THE MUSEUM MAINTAINS A POLICY THAT REQUIRES THE PROCEEDS FROM THE SALE OF COLLECTION OBJECTS (DEACCESSIONS) BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART V, LINE 4: THE MUSEUM'S ENDOWMENT IS INTENDED TO SUPPORT THE LONGSTANDING GROWTH AND EVOLUTION OF THE MUSEUM. ENDOWMENT FUNDS ARE USED TO SUPPORT NUMEROUS EDUCATIONAL PROGRAMS AND EXHIBITIONS, AS WELL AS TO SUPPORT MUSEUM STAFFING AND GENERAL OPERATIONAL EXPENDITURES. PART X, LINE 2: THE MUSEUM FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE CODE SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE MUSEUM HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE MUSEUM HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. IN ADDITION, THE MUSEUM HAS NOT RECORDED A PROVISION FOR INCOME TAXES, AS IT HAS NO MATERIAL TAX LIABILITY FROM UNRELATED BUSINESS INCOME ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES TO PART VIII, LINE 6B: 13,706. RECLASS OF COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B: 2,151,469. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES WHICH ARE SHOWN ON THE FINANCIAL STATEMENTS AS A REDUCTION TO SPECIAL EVENTS REVENUE: 781,160. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B: 2,151,469. RECLASS OF RENTAL EXPENSES TO PART VIII, LINE 6B: 13,706. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES WHICH ARE SHOWN ON THE FINANCIAL STATEMENTS AS A REDUCTION TO SPECIAL EVENTS REVENUE: 781,160. ART ACQUISITION EXPENSES REPORTED ON PART IX, LINE 24A: 1,142,935. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 56831151 0 0 0 0 0 0 56831151 0 56831151 1 0 1 1 1 0 PART IV: THE JEWISH MUSEUM INVESTS DIRECTLY IN A VARIETY OF ALTERNATIVE INVESTMENTS THAT ARE STRUCTURED AS EITHER FOREIGN CORPORATIONS, FOREIGN LIMITED PARTNERSHIPS OR DOMESTIC LIMITED PARTNERSHIPS. THE LIMITED PARTNERSHIP INVESTMENTS MAY, IN TURN, OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. TO THE EXTENT THAT THE JEWISH MUSEUM IS REQUIRED TO COMPLETE A FORM 926, 5471, 8621 OR 8865 BECAUSE ITS INVESTMENT EXCEEDS THE FILING THRESHOLD, THOSE FORMS HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T FILING. X 1 DCM INC 330 W 38TH ST STE 201 NEW YORK NY 10018 PHONE SOLICITATIONS 0 63013 50376 12637 63013 50376 12637 CT NJ NY PURIM BALL 3746287 3613687 132600 349290 175518 17350 454874 3746287 3613687 132600 349290 175518 17350 454874 997032 -864432 X X 1 0 0 0 0 0 0 0 0 CLAUDIA GOULD - FORMER HELEN GOLDSMITH MENSCHEL DIRECTOR 342503 0 0 0 473827 0 26560 0 20491 0 863381 0 0 0 DARSIE ALEXANDER - SR DEP DIR SUSAN & ELIHU ROSE CHIEF CURATOR 314067 0 0 0 920 0 26263 0 52218 0 393468 0 0 0 MARGARET SCHRAMM HORN - CHIEF OPERATING OFFICER (THRU 02/2024) 297288 0 0 0 598 0 0 0 560 0 298446 0 0 0 MICHAEL STAFFORD - DIR OF FACILITIES, SECURITY, & ENGINEERING 219824 0 0 0 871 0 19427 0 44865 0 284987 0 0 0 KATHERYN HOLLANDER CHIEF DEVELOPMENT OFFICER 255364 0 0 0 0 0 0 0 0 0 255364 0 0 0 CINDY CAPLAN CHIEF LEGAL COUNSEL 207671 0 0 0 793 0 17472 0 3326 0 229262 0 0 0 NELLY BENEDEK DEP. DIR., EDUCATION & PROGRAMS 183869 0 0 0 703 0 15549 0 19504 0 219625 0 0 0 SARAH SUPCOFF - DEPUTY DIR AUDIENCE DEVELOPMENT 192468 0 0 0 727 0 16052 0 539 0 209786 0 0 0 TONI SKIBA DIRECTOR, HUMAN RESOURCES 148132 0 0 0 582 0 12834 0 20823 0 182371 0 0 0 JODY HEHER DIR. OF PROGRAM ADMIN. 160412 0 0 0 633 0 0 0 20679 0 181724 0 0 0 SUSAN WEISS CHIEF OF STAFF 151081 0 0 0 593 0 0 0 23155 0 174829 0 0 0 PART I, LINE 4A CLAUDIA GOULD, FORMER HELEN GOLDSMITH MENSCHEL DIRECTOR, WHOSE TENURE CONCLUDED JUNE 30, 2023, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $473,528 DUE TO HER DEPARTURE FROM THE MUSEUM IN CALENDAR YEAR 2023. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). STEVE NOVENSTEIN BOARD MEMBER 282569 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: STEVE NOVENSTEIN(D) DESCRIPTION OF TRANSACTION: BUSINESS TRANSACTION SCHEDULE L, PART IV: THE MUSEUM ENTERED INTO A FIXED 10-YEAR CONTRACT WITH UOVO IN MAY 2017. AT THE TIME, STEVE NOVENSTEIN, THE CO-FOUNDER, HAD NO RELATIONSHIP WITH THE MUSEUM AND HE DID NOT JOIN THE BOARD UNTIL FEBRUARY 2019. THE MUSEUM EXPLORED MULTIPLE ART STORAGE FACILITIES AND SELECTED UOVO BASED ON ITS COMPETITIVE RATES, EXCELLENT REPUTATION, AND THE ENHANCED FACILITIES IT OFFERED. X 173 0 APPRAISAL X 11 3153147 FMV ON DATE OF DONATION 6 0 1 1 PART I, COLUMN (B): THE MUSEUM DETERMINES THE NUMBER OF CONTRIBUTIONS REPORTED IN SCHEDULE M, PART I BASED UPON THE TOTAL NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE MUSEUM USES AUCTION HOUSES TO SELL WORKS OF ART CONTRIBUTED TO THE MUSEUM, THE PROCEEDS OF WHICH ARE THEN USED TO PURCHASE OTHER WORKS OF ART IN THE FUTURE. PART I, LINE 33: THE MUSEUM DOES NOT CAPITALIZE ITS ART COLLECTION; THEREFORE, ALL ART CONTRIBUTIONS LISTED IN SCHEDULE M ARE VALUED AT $0. FORM 990, PART III, LINE 1 THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART AND JEWISH CULTURE. THE MUSEUM IS DEDICATED TO THE ENJOYMENT, UNDERSTANDING AND PRESERVATION OF THE ARTISTIC AND CULTURAL HERITAGE OF THE JEWISH PEOPLE THROUGH ITS UNPARALLELED COLLECTIONS, DISTINGUISHED EXHIBITIONS AND RELATED EDUCATION PROGRAMS. USING ART AND ARTIFACTS THAT EMBODY THE DIVERSITY OF THE JEWISH EXPERIENCE FROM ANCIENT TIMES, THROUGHOUT THE WORLD, TO PRESENT TIMES, THE MUSEUM STRIVES TO BE A SOURCE OF INSPIRATION AND SHARED HUMAN VALUES FOR PEOPLE OF ALL RELIGIOUS AND CULTURAL BACKGROUNDS WHILE SERVING AS A SPECIAL TOUCHSTONE OF IDENTITY FOR THE JEWISH PEOPLE. AS A VITAL CULTURAL RESOURCE FOR NEW YORK RESIDENTS AND VISITORS OF ALL AGES, THE MUSEUM ALSO REACHES OUT TO NATIONAL AND INTERNATIONAL COMMUNITIES AS IT INTERPRETS AND PRESERVES ART AND JEWISH CULTURE FOR CURRENT AND FUTURE GENERATIONS. FORM 990, PART VI, SECTION A, LINE 2 AUDREY WILF AND JANE WILF HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE MUSEUM IS THE JEWISH THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7A THE MUSEUM'S BYLAWS RESERVE THE POWER TO REMOVE ANY OR ALL MEMBERS OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE, TO ITS SOLE MEMBER: THE JEWISH THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7B THE MUSEUM'S BYLAWS RESERVE THE RIGHT OF ITS SOLE MEMBER TO APPROVE AMENDMENTS, ALTERATIONS, OR THE REPEAL OF THE BYLAWS, TO RELATE TO MATTERS OF A RELIGIOUS NATURE, AND TO PARTICIPATE IN A MINORITY ROLE IN THE SEARCH COMMITTEE THAT APPOINTS THE MUSEUM'S EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE MUSEUM'S FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER AND THE MUSEUM'S CHIEF LEGAL COUNSEL. IT IS THEN SENT TO THE AUDIT COMMITTEE FOR REVIEW AFTER ALL COMMENTS HAVE BEEN ADDRESSED. THE 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FINAL SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF LEGAL COUNSEL ENSURES THAT THE CONFLICT-OF-INTEREST POLICY AND DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY THE OFFICERS, TRUSTEES, AND KEY PERSONNEL. ANY CONFLICTS NOTED ARE REVIEWED BY THE AUDIT COMMITTEE, WHICH DETERMINES WHETHER ANY FURTHER ACTION IS NEEDED. WITH RESPECT TO STAFF, THE MUSEUM'S PERSONNEL MANUAL INCLUDES A CONFLICT-OF-INTEREST POLICY. ALL EMPLOYEES ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT CONFIRMING RECEIPT OF THE MANUAL AND THEIR OBLIGATION TO READ AND UNDERSTAND ALL INCLUDED POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM'S DIRECTOR IS EMPLOYED PURSUANT TO A WRITTEN EMPLOYMENT CONTRACT THAT WAS EXECUTED IN JULY 2023. THE MUSEUM COMMISSIONED AN EXECUTIVE SUBCOMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW AND APPROVE THE CONTRACT. THIS EXECUTIVE SUBCOMMITTEE IS COMPRISED OF BOARD TRUSTEES WHO ARE INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE EXECUTIVE SUBCOMMITTEE OBTAINED AND REVIEWED APPROPRIATE COMPENSATION DATA FOR PEER INSTITUTIONS TO ENSURE THAT THE COMPENSATION OFFERED WAS COMPARABLE TO THE INDUSTRY AND GEOGRAPHY IN WHICH THE MUSEUM OPERATES. THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT ESTABLISHES SALARY INCREASES AND DISCRETIONARY BONUSES THAT MUST BE APPROVED BY THE BOARD OF TRUSTEES. THE MUSEUM DID NOT APPOINT ANY OTHER OFFICERS OR KEY EMPLOYEES IN FISCAL YEAR 2024 BUT AS A GENERAL MATTER, BEFORE SUCH APPOINTMENTS ARE MADE, THE MUSEUM'S HUMAN RESOURCES DEPARTMENT ANALYZES MARKET DATA TO ENSURE THAT THE COMPENSATION PACKAGE PROPOSED ALIGNS WITH THE MARKET AND THE MUSEUM'S PEERS AND A SUBCOMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PROPOSED COMPENSATION PACKAGE. THE MUSEUM MAY, PERIODICALLY, COMMISSION INDEPENDENT COMPENSATION SURVEYS TO ENSURE THAT IT CONTINUES TO PAY ITS KEY EMPLOYEES A COMPARABLE WAGE. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY ACCESS THE MUSEUM'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS BY VISITING THE MUSEUM'S WEBSITE AND MAY REQUEST COPIES OF THE MUSEUM'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY BY CONTACTING THE OFFICE OF THE CHIEF OPERATING OFFICER AT THE CONTACT INFORMATION DISCLOSED IN PART VI, SECTION C, LINE 20. THE MUSEUM MAKES ITS IRS DETERMINATION LETTER CONFIRMING ITS TAX-EXEMPT STATUS AVAILABLE TO THE PUBLIC AT ITS PLACE OF BUSINESS (AND UPON REQUEST) IN LIEU OF THE FORM 1023 WHICH IS NO LONGER AVAILABLE. JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 100274650 130887640 RELIGIOUS ORGANIZATION NY 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II: THE MUSEUM WAS CREATED AS A SEPARATE LEGAL ENTITY IN 1952; HOWEVER, THE MUSEUM REMAINS UNDER THE AUSPICES OF THE JEWISH THEOLOGICAL SEMINARY OF AMERICA (THE "SEMINARY"), ITS FOUNDING ORGANIZATION. IN 1904, THE MUSEUM WAS ESTABLISHED WITH A GIFT OF JUDAICA MADE TO THE SEMINARY. IN 1947, MUSEUM OPERATIONS WERE MOVED TO THE WARBURG MANSION, A BUILDING AT 1109 FIFTH AVENUE, NEW YORK, NEW YORK. THE SEMINARY AND THE MUSEUM HAVE AGREED THAT GENERAL MANAGEMENT, PROGRAMMATIC, AND ARTISTIC DECISION MAKING OF THE MUSEUM RESIDES WITH THE MUSEUM BOARD AND ITS PROFESSIONAL STAFF. IT IS THE RESPONSIBILITY OF THE MUSEUM TO MAINTAIN AND PRESERVE THE COLLECTION AND THE ORIGINAL BUILDING (LOCATED AT 1109 FIFTH AVENUE). A MAJOR RENOVATION AND EXPANSION WAS UNDERTAKEN BY THE MUSEUM AND COMPLETED IN 1990. AN AGREEMENT BETWEEN THE MUSEUM AND THE SEMINARY DICTATES THAT IF THE BUILDING IS SOLD, PROCEEDS FROM THE SALE WOULD BE SPLIT EVENLY BETWEEN THE MUSEUM AND THE SEMINARY. THE MUSEUM SEPARATELY OWNS A NEIGHBORING TOWNHOUSE AT ONE EAST 92ND STREET, WHICH IS NOT SUBJECT TO ANY REVENUE SHARING AGREEMENT WITH THE SEMINARY.