NEW YORK HISTORICAL SOCIETY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NEW YORK HISTORICAL SOCIETY (EIN 13-1624124)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-01
IRS object ID
202531219349302643
Schema version
2023v6.0
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)
Return2025-05-01T17:11:10+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Line1345 Park AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101540102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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)
PersonLOUISE MIRRERPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone2128733400PhoneNum
Signature2025-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonToby KerslakePreparerPersonNm
PTINP01875806PTIN
Phone2127589700PhoneNum
Preparation2025-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1The New York HistoricalBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUISE MIRRERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 CENTRAL PARK WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$95,549,653GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
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, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee373TotalEmployeeCnt
Total Volunteers173TotalVolunteersCnt
Total Gross UBI$25,716TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$46,143,681PYContributionsGrantsAmt
CY Contributions Grants$45,016,098CYContributionsGrantsAmt
PY Program Service Revenue$3,232,125PYProgramServiceRevenueAmt
CY Program Service Revenue$2,568,666CYProgramServiceRevenueAmt
PY Investment Income$1,600,640PYInvestmentIncomeAmt
CY Investment Income$8,882,537CYInvestmentIncomeAmt
PY Other Revenue$2,992,443PYOtherRevenueAmt
CY Other Revenue$5,826,641CYOtherRevenueAmt
PY Total Revenue$53,968,889PYTotalRevenueAmt
CY Total Revenue$62,293,942CYTotalRevenueAmt
PY Grants And Similar Paid$60,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$21,364,929PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,042,803CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$168,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$105,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,099,486CYTotalFundraisingExpenseAmt
PY Other Expenses$22,056,025PYOtherExpensesAmt
CY Other Expenses$20,647,122CYOtherExpensesAmt
PY Total Expenses$43,648,954PYTotalExpensesAmt
CY Total Expenses$44,854,925CYTotalExpensesAmt
PY Revenues Less Expenses$10,319,935PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$17,439,017CYRevenuesLessExpensesAmt
Total Assets BOY$222,197,434TotalAssetsBOYAmt
Total Assets EOY$243,917,321TotalAssetsEOYAmt
Total Liabilities BOY$31,034,501TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,876,351TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$191,162,933NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$211,040,970NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("THE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$18,329,235ExpenseAmt
Grant$0GrantAmt
Revenue$1,701,246RevenueAmt
DescMUSEUM AND MUSEUM EXHIBITIONS - NEW YORK'S FIRST MUSEUM, THE NEW YORK HISTORICAL IS A LEADING CULTURAL INSTITUTION DOCUMENTING OVER 400 YEARS OF AMERICAN HISTORY THROUGH A PEERLESS COLLECTION OF ART, DOCUMENTS, AND ARTIFACTS. OUR OFFERINGS SPAN GROUNDBREAKING EXHIBITIONS; ACCLAIMED EDUCATIONAL PROGRAMS FOR TEACHERS AND STUDENTS NATIONWIDE; AND THOUGHT-PROVOKING CONVERSATIONS AMONG LEADING SCHOLARS, JOURNALISTS, AND THINKERS ABOUT THE PAST, PRESENT, AND FUTURE OF THE AMERICAN EXPERIMENT. THE MUSEUM'S COLLECTION COMPRISES OVER 80,000 OBJECTS. ON-SITE EXHIBITIONS, BOTH PERMANENT AND ROTATING, AS WELL AS TRAVELING EXHIBITIONS HOSTED BY OUTSIDE INSTITUTIONS, ENABLE THE NEW YORK HISTORICAL 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$7,876,983ExpenseAmt
Grant$0GrantAmt
Revenue$822,950RevenueAmt
DescEDUCATIONAL AND PUBLIC PROGRAMS - THE NEW YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,002,225ExpenseAmt
Grant$60,000GrantAmt
Revenue$2,100RevenueAmt
DescLIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW YORK HISTORICAL 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,990,954ExpenseAmt
Grant$0GrantAmt
Revenue$42,370RevenueAmt
DescTHE NEW YORK HISTORICAL HAS A MUSEUM STORE WHICH SELLS MERCHANDISE PRIMARILY RELATED TO THE SOCIETY'S MISSION, CURRENT EXHIBITIONS OR COLLECTION; OFFERS SPACE RENTALS TO VARIOUS ORGANIZATIONS AND INDIVIDUALS FOR SPECIAL EVENTS; AND RECEIVES ROYALTIES FROM PUBLISHERS, WEB DESIGNERS AND INDIVIDUALS FOR THE USE OF ITEMS IN THE COLLECTION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,990,954TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$42,370TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$36,199,397TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document365IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee373EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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 FldARStatesWhereCopyOfReturnIsFldCd
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 Line1MONIQUE QUINNBusinessNameLine1Txt
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 (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Hsin-Mei Agnes Hsu
Chair1.00.0Yes (X)Yes (X)$0$0$0
John Monsky
Vice Chair1.00.0Yes (X)Yes (X)$0$0$0
Louise Mirrer
President and CEO45.00.0Yes (X)Yes (X)$822,535$0$114,889
Russell P Pennoyer
Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Suzanne F Peck
Vice Chair1.00.0Yes (X)Yes (X)$0$0$0
Andrew H Tisch
Trustee1.00.0Yes (X)$0$0$0
Anita Volz Wien
Trustee (As of 3/2024)1.00.0Yes (X)$0$0$0
Barbara Knowles Debs
Trustee1.00.0Yes (X)$0$0$0
Barry Barnett
Trustee1.00.0Yes (X)$0$0$0
Bernard L Schwartz
Trustee (Deceased 3/2024)1.00.0Yes (X)$0$0$0
Brian Kane
Trustee1.00.0Yes (X)$0$0$0
Bridget Van Kralingen
Trustee1.00.0Yes (X)$0$0$0
Buzzy Geduld
Trustee1.00.0Yes (X)$0$0$0
Byron Wien
Trustee (Deceased 10/2023)1.00.0Yes (X)$0$0$0
Daniel Cohen
Trustee1.00.0Yes (X)$0$0$0
David W Zalaznick
Trustee1.00.0Yes (X)$0$0$0
Dorothy Goldman
Trustee (Deceased 7/2023)1.00.0Yes (X)$0$0$0
Edward R Hintz
Trustee1.00.0Yes (X)$0$0$0
Elie Hirschfeld
Trustee1.00.0Yes (X)$0$0$0
Elizabeth B Dater
Trustee1.00.0Yes (X)$0$0$0
Ernest Tollerson
Trustee1.00.0Yes (X)$0$0$0
Gillian Steel
Trustee1.00.0Yes (X)$0$0$0
Helen Appel
Trustee1.00.0Yes (X)$0$0$0
James S Chanos
Trustee (End 10/2023)1.00.0Yes (X)$0$0$0
Jane Weitzman
Trustee1.00.0Yes (X)$0$0$0
Jean Margo Reid
Trustee1.00.0Yes (X)$0$0$0
Joel I Picket
Trustee1.00.0Yes (X)$0$0$0
Jonathan M Moses
Trustee1.00.0Yes (X)$0$0$0
Joseph A DiMenna
Trustee1.00.0Yes (X)$0$0$0
Judith Berkowitz
Trustee1.00.0Yes (X)$0$0$0
Keith Wofford
Trustee1.00.0Yes (X)$0$0$0
Lawrence Neubauer
Trustee1.00.0Yes (X)$0$0$0
Lois Chiles
Trustee1.00.0Yes (X)$0$0$0
Martin J Gross
Trustee (End 10/2023)1.00.0Yes (X)$0$0$0
Michael Hormel
Trustee (As of 10/2023)1.00.0Yes (X)$0$0$0
Michael Solender
Trustee1.00.0Yes (X)$0$0$0
Michael Weisberg
Trustee1.00.0Yes (X)$0$0$0
Norman Benzaquen
Trustee1.00.0Yes (X)$0$0$0
Peter May
Trustee1.00.0Yes (X)$0$0$0
Ravenel B Curry III
Trustee1.00.0Yes (X)$0$0$0
Richard Reiss JR
Trustee1.00.0Yes (X)$0$0$0
Roger Hertog
Trustee1.00.0Yes (X)$0$0$0
Sally Klingenstein Martell
Trustee (As of 10/2023)1.00.0Yes (X)$0$0$0
Sidney Lapidus
Trustee1.00.0Yes (X)$0$0$0
Susan Waterfall
Trustee1.00.0Yes (X)$0$0$0
Sy Sternberg
Trustee1.00.0Yes (X)$0$0$0
Tarky Lombardi Jr
Trustee1.00.0Yes (X)$0$0$0
Freddy Taveras
Secretary, EVP & General Counsel45.00.0Yes (X)$276,358$0$57,214
Monique Quinn
Assistant Treasurer and CFO (As of 9/2023)45.00.0Yes (X)$86,740$0$9,922
Richard Shein
Assistant Treasurer & CFO (End 9/2023)45.00.0Yes (X)$304,787$0$56,521
Frank DiMaiolo
VP Human Resources45.00.0$210,793$0$35,053Yes (X)
Leslie Hayes
VP Education45.00.0$156,735$0$57,217Yes (X)
Margaret Hofer
VP MUSEUM DIRECTOR (End 12/2023)45.00.0$222,924$0$53,003Yes (X)
Matthew Bregman
VP Development (End 2/2024)45.00.0$251,781$0$71,884Yes (X)
Valerie Paley
SVP and Library Director45.00.0$269,823$0$47,075Yes (X)
Wendy Ikemoto
VP Chief Curator (As of 12/2023)45.00.0$146,862$0$26,553Yes (X)
Armando Lopez
Director of IT45.00.0$202,565$0$65,559Yes (X)
Dale Gregory
VP Public Programs (End 4/2023)45.00.0$171,129$0$22,102Yes (X)
Laura Washington
CCO & VP Strategic Partnerships (End 1/2024)45.00.0$200,287$0$70,189Yes (X)
Marci Reaven-Tanis
VP History Exhibits (End 12/2023)45.00.0$209,734$0$19,113Yes (X)
Yashiris Moreta
VP Operations and Capital Projects45.00.0$189,639$0$32,416Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,722,692TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$738,710TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K33IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

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$5,012,085
KENNETH ASMAR CUSTOM INTERIORS INC
548 SHREWSBURY AVENUETINTON FALLSNJ077014907WINDOWS CONSTRUCTION$1,296,689
TURNER CONSTRUCTION COMPANY
375 HUDSON STREETNEW YORKNY10014CONSTRUCTION$995,466
AKA NYC LIMITED
321 W 44TH STREET SUITE 401NEW YORKNY10036ADVERTISING$696,184
ZUBATKIN OWNER REPRESENTATION LLC
1250 Broadway FL 10NEW YORKNY10001CONSTRUCTION CONSULTANT$613,737
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K32CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$1,172,841MembershipDuesAmt
Fundraising$3,325,035FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$957,748GovernmentGrantsAmt
All Other Contributions$39,560,474AllOtherContributionsAmt
Noncash Contributions$3,552,041NoncashContributionsAmt
Total Contributions$45,016,098TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION900099$1,137,978$1,137,978
EDUCATION & PUBLIC PRO900099$784,737$784,737
TRAVELING EXHIB & LOAN900099$525,056$525,056
MEMBERSHIP DUES900099$76,425$76,425
REPRODUCTION FEES900099$42,370$42,370

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,100TotalRevenueColumnAmt
Related Or Exempt Func Income$2,100RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,568,666TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,212,120TotalRevenueColumnAmt
Unrelated Business Revenue$518UnrelatedBusinessRevenueAmt
Exclusion$1,211,602ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,303TotalRevenueColumnAmt
Exclusion$74,303ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,936,488RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,936,488RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,936,488TotalRevenueColumnAmt
Exclusion$1,936,488ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,538,205SecuritiesAmt
Other$2,805,890OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,673,678SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,864,527SecuritiesAmt
Other$2,805,890OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,670,417TotalRevenueColumnAmt
Exclusion$7,670,417ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$79,450FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,325,035ContriRptFundraisingEventAmt
Fundraising Direct Expenses$117,085FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$37,635TotalRevenueColumnAmt
Exclusion-$37,635ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$864,473GrossSalesOfInventoryAmt
Cost Of Goods Sold$464,948CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$399,525TotalRevenueColumnAmt
Unrelated Business Revenue$25,198UnrelatedBusinessRevenueAmt
Exclusion$374,327ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EMPLOYEE RETENTION CREDIT900099$3,114,292$3,114,292
CAFE/CATERING900099$153,600$153,600
REIMBURSEMENT/REBATE900099$441$441

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$185,627TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$185,627ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,453,960OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,293,942TotalRevenueColumnAmt
Related Or Exempt Func Income$2,568,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$25,716UnrelatedBusinessRevenueAmt
Exclusion$14,683,462ExclusionAmt

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$3,345,817TotalAmt
Program Services$1,439,326ProgramServicesAmt
Management And General$1,603,624ManagementAndGeneralAmt
Fundraising$302,867FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,212,799TotalAmt
Program Services$13,070,627ProgramServicesAmt
Management And General$1,253,135ManagementAndGeneralAmt
Fundraising$889,037FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$889,278TotalAmt
Program Services$762,350ProgramServicesAmt
Management And General$69,537ManagementAndGeneralAmt
Fundraising$57,391FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,187,354TotalAmt
Program Services$2,536,960ProgramServicesAmt
Management And General$429,865ManagementAndGeneralAmt
Fundraising$220,529FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,407,555TotalAmt
Program Services$1,079,211ProgramServicesAmt
Management And General$228,592ManagementAndGeneralAmt
Fundraising$99,752FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$56,974TotalAmt
Management And General$56,854ManagementAndGeneralAmt
Fundraising$120FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$238,720TotalAmt
Management And General$238,720ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$90,000TotalAmt
Management And General$90,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$105,000TotalAmt
Fundraising$105,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$126,254TotalAmt
Management And General$126,254ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,987,321TotalAmt
Program Services$2,387,915ProgramServicesAmt
Management And General$310,751ManagementAndGeneralAmt
Fundraising$288,655FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$754,191TotalAmt
Program Services$691,587ProgramServicesAmt
Management And General$36,537ManagementAndGeneralAmt
Fundraising$26,067FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$377,753TotalAmt
Program Services$240,659ProgramServicesAmt
Management And General$8,405ManagementAndGeneralAmt
Fundraising$128,689FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$692,831TotalAmt
Program Services$553,346ProgramServicesAmt
Management And General$53,256ManagementAndGeneralAmt
Fundraising$86,229FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,862,519TotalAmt
Program Services$2,681,121ProgramServicesAmt
Management And General$102,664ManagementAndGeneralAmt
Fundraising$78,734FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$244,467TotalAmt
Program Services$175,105ProgramServicesAmt
Management And General$11,569ManagementAndGeneralAmt
Fundraising$57,793FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$70,001TotalAmt
Program Services$47,982ProgramServicesAmt
Management And General$20,848ManagementAndGeneralAmt
Fundraising$1,171FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$476,501TotalAmt
Management And General$476,501ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,012,244TotalAmt
Program Services$6,885,236ProgramServicesAmt
Management And General$90,722ManagementAndGeneralAmt
Fundraising$36,286FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$227,920TotalAmt
Program Services$215,921ProgramServicesAmt
Management And General$10,043ManagementAndGeneralAmt
Fundraising$1,956FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIP AND REPAIR$1,310,642$1,138,157$65,211$107,274
OTHER SUPPLIES$979,281$410,288$83,298$485,695
EXHIBITION COSTS$969,771$969,735$23$13
Collection acquisitions$154,724$154,724

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,015,008TotalAmt
Program Services$699,147ProgramServicesAmt
Management And General$189,633ManagementAndGeneralAmt
Fundraising$126,228FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$44,854,925TotalAmt
Program Services$36,199,397ProgramServicesAmt
Management And General$5,556,042ManagementAndGeneralAmt
Fundraising$3,099,486FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,025,994BOYAmt
EOY$6,727,021EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,407,203BOYAmt
EOY$17,442,537EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,719,300BOYAmt
EOY$36,953,745EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$745,934BOYAmt
EOY$3,754,715EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$360,847BOYAmt
EOY$340,044EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,712,324BOYAmt
EOY$3,044,171EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$227,747,792LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$115,701,212LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$95,906,066BOYAmt
EOY$112,046,580EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,749,465BOYAmt
EOY$14,333,911EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,338,435BOYAmt
EOY$42,638,173EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,231,866BOYAmt
EOY$6,636,424EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$222,197,434BOYAmt
EOY$243,917,321EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,535,939BOYAmt
EOY$8,952,690EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,219,630BOYAmt
EOY$1,360,525EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,734,890BOYAmt
EOY$11,328,328EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,544,042BOYAmt
EOY$11,234,808EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,034,501BOYAmt
EOY$32,876,351EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,640,846BOYAmt
EOY$62,267,581EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$122,522,087BOYAmt
EOY$148,773,389EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$191,162,933BOYAmt
EOY$211,040,970EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,197,434BOYAmt
EOY$243,917,321EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$17,439,017ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,439,020NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$34,916,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,706,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,614,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,124,981CurrentTaxYearMinus1YearAmt
Current Tax Year$45,016,098CurrentTaxYearAmt
Total$204,378,073TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,916,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,706,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,614,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,124,981CurrentTaxYearMinus1YearAmt
Current Tax Year$45,016,098CurrentTaxYearAmt
Total$204,378,073TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,893,276SubstantialContributorsTotAmt
Public Support Total170$188,484,797PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,915,057CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$826,155CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,792,677CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,114,177CurrentTaxYearMinus1YearAmt
Current Tax Year$3,222,393CurrentTaxYearAmt
Total$11,870,459TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,196,364CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$761,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,282,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,574,739CurrentTaxYearMinus1YearAmt
Current Tax Year$1,075,664CurrentTaxYearAmt
Total$5,890,424TotalAmt
FieldValueIRS element (for citing)
Total Support$222,138,956TotalSupportAmt
Gross Receipts Rltd Activities$11,337,914GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8485PublicSupportCY170Pct
Public Support PY1700.7829PublicSupportPY170Pct
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 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - OTHER INCOME, COLUMN A - 391979.0, COLUMN B - 190596.0, COLUMN C - 309267.0, COLUMN D - 357556.0, COLUMN E - 185627.0, COLUMN F - 1435025.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 118705.0, COLUMN B - 87240.0, COLUMN C - 254200.0, COLUMN D - 267300.0, COLUMN E - 79450.0, COLUMN F - 806895.0; DESCRIPTION - GROSS INCOME FROM SALE OF INVENTORY, COLUMN A - 685680.0, COLUMN B - 483171.0, COLUMN C - 719183.0, COLUMN D - 949883.0, COLUMN E - 810587.0, COLUMN F - 3648504.0;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 C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$90,000OtherActivitiesAmt
Total Lobbying Expenditures$90,000TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE NEW YORK HISTORICAL ENGAGES A LOBBYING FIRM TO PROVIDE SUPPORT SECURING AND EXPEDITING FUNDS INCLUDED IN STATE AND CITY BUDGET APPROPRIATIONS.ExplanationTxt

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 SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,137,567BeginningYearBalanceAmt
Contributions$4,664ContributionsAmt
Investment Earnings Or Losses$7,744,182InvestmentEarningsOrLossesAmt
Other Expenditures$5,265,875OtherExpendituresAmt
End Year Balance$67,620,538EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,801,443BeginningYearBalanceAmt
Contributions$1,005,928ContributionsAmt
Investment Earnings Or Losses$4,945,590InvestmentEarningsOrLossesAmt
Other Expenditures$2,615,394OtherExpendituresAmt
End Year Balance$65,137,567EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2403BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7597PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

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$149,783,426OtherCostOrOtherBasisAmt
Depreciation$84,712,916DepreciationAmt
Book Value$65,070,510BookValueAmt

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$9,625,537OtherCostOrOtherBasisAmt
Depreciation$9,110,601DepreciationAmt
Book Value$514,936BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,521,085OtherCostOrOtherBasisAmt
Depreciation$21,395,051DepreciationAmt
Book Value$44,126,034BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$112,046,580TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Investments - publicly traded securities
Absolute return funds$535,938F
Multi-strategy / globally diversified funds$42,102,235F
FieldValueIRS element (for citing)
Total Book Value Securities$42,638,173TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Other liabilities
LEASE LIABILITIES$6,976,647
ASSET RETIREMENT OBLIGATION$4,258,161
FieldValueIRS element (for citing)
Total Liability$11,234,808TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$64,764,480TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,439,020NetUnrealizedGainsInvstAmt
Other Revenue-$307,176OtherRevenueAmt
Revenue Not Reported$2,131,844RevenueNotReportedAmt
Revenue Subtotal$62,632,636RevenueSubtotalAmt
Investment Expenses Not Incld$126,254InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$464,948OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$338,694RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$62,293,942TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$44,886,443TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$464,948OtherExpensesIncludedAmt
Expenses Not Reported$464,948ExpensesNotReportedAmt
Expenses Subtotal$44,421,495ExpensesSubtotalAmt
Investment Expenses Not Incld2$126,254InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$307,176OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$433,430ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$44,854,925TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteCOLLECTIONS ARE NOT CAPITALIZED IN THE NEW YORK HISTORICAL'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW YORK HISTORICAL'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.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE NEW YORK HISTORICAL HAS TWO MAIN COLLECTIONS - A LIBRARY COLLECTION AND A MUSEUM COLLECTION. THE LIBRARY AND 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 THE 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.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE INTENDED USE OF THE ENDOWMENT IS TO SUPPORT NEW YORK HISTORICAL'S PROGRAMS INCLUDING: LIBRARY, MUSEUM, EDUCATION AND PUBLIC PROGRAMS, COLLECTION ACQUISITIONS, AND GENERAL OPERATIONS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE NEW YORK HISTORICAL 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 NEW YORK HISTORICAL IS TAX-EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE NEW YORK HISTORICAL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE NEW YORK HISTORICAL 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.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990INDIRECT COSTS OF SPECIAL EVENTS - -307176
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsCost of Goods Sold - -464948
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990COST OF GOODS SOLD - 464948
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsINDIRECT COSTS OF SPECIAL EVENTS - 307176

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$3,873,686
North America (Canada & Mexico only)00Program Services$43,176Website Hosting
Europe (Including Iceland and Greenland)00Program Services$42,439Exhibitions
Middle East and North Africa00Program Services$12,500Exhibitions
North America (Canada & Mexico only)00Program Services$600Exhibitions
Europe (Including Iceland and Greenland)00Program Services$29,763Software Design
Europe (Including Iceland and Greenland)00Program Services$18,729Store Inventory
Europe (Including Iceland and Greenland)00Program Services$2,750Speaker / Performer
North America (Canada & Mexico only)00Program Services$1,000Speaker / Performer
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,024,643SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,024,643TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsDuring the tax year, the New York Historical did not grant funds to foreign sources. During the tax year, the New York Historical received funds from foreign sources, as follows: (1) Traveling exhibition income of $50,150 from European sources. The New York Historical also purchases services and materials from foreign sources. During the tax year, it remitted funds to foreign sources, as follows: (1) For exhibition services from European vendors aggregating $42,439, a Middle Eastern vendor aggregating $12,500, and a North American vendor aggregating $600. (2) For website hosting services from a North American vendor aggregating $43,176. (3) For animation services from a European vendor aggregating $29,763. (4) For store merchandise (including transportation) from European vendors aggregating $18,729. (5) For public speaker/performer from a European vendor aggregating $2,750 and a North American vendor aggregating $1,000.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

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 (true)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)
ActivitySpecial EventsActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$3,404,485GrossReceiptsAmt
Retained By Contractor$105,000RetainedByContractorAmt
Net To Organization$3,299,485NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$3,404,485TotalGrossReceiptsAmt
Total Retained By Contractors$105,000TotalRetainedByContractorsAmt
Total Net To Organization$3,299,485TotalNetToOrganizationAmt
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 StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1History Makers GalaEvent1Nm
Gross Receipts Event1$2,664,898GrossReceiptsEvent1Amt
Charitable Contri Event1$2,603,248CharitableContriEvent1Amt
Gross Revenue Event1$61,650GrossRevenueEvent1Amt
Food And Beverage Event1$81,735FoodAndBeverageEvent1Amt
Entertainment Event1$2,600EntertainmentEvent1Amt
Event2Women in Public Life LuncheonEvent2Nm
Gross Receipts Event2$739,587GrossReceiptsEvent2Amt
Charitable Contri Event2$721,787CharitableContriEvent2Amt
Gross Revenue Event2$17,800GrossRevenueEvent2Amt
Food And Beverage Event2$31,750FoodAndBeverageEvent2Amt
Entertainment Event2$1,000EntertainmentEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$3,404,485GrossReceiptsTotalAmt
Charitable Contributions Tot$3,325,035CharitableContributionsTotAmt
Gross Revenue Total Events$79,450GrossRevenueTotalEventsAmt
Food And Beverage Total Events$113,485FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,600EntertainmentTotalEventsAmt
Direct Expense Summary Events$117,085DirectExpenseSummaryEventsAmt
Net Income Summary-$37,635NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.FormAndLineReferenceDesc
ExplanationBARBI ZAKIN EVENTS LLC-THE NEW YORK HISTORICAL 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 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 DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW YORK HISTORICAL DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $105,000 AND $8,960, RESPECTIVELY.;ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)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 ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE NEW YORK HISTORICAL HAS TWO BOOK AWARDS, THE MONITORING OF WHICH IS 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 WITH HISTORY 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 PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

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$725,725$0$80,000$0$16,810$0$77,141$0$37,748$0$937,424$0$0$0
Richard Shein
Assistant Treasurer & CFO (End 9/2023)$148,487$0$0$0$156,300$0$29,614$0$26,907$0$361,308$0$107,400$0
Freddy Taveras
Secretary, EVP & General Counsel$275,722$0$0$0$636$0$24,105$0$33,109$0$333,572$0$0$0
Matthew Bregman
VP Development (End 2/2024)$250,725$0$0$0$1,056$0$21,509$0$50,375$0$323,665$0$0$0
Valerie Paley
SVP and Library Director$268,084$0$0$0$1,739$0$22,995$0$24,080$0$316,898$0$0$0
Margaret Hofer
VP MUSEUM DIRECTOR (End 12/2023)$190,761$0$0$0$32,163$0$18,630$0$34,373$0$275,927$0$0$0
Frank DiMaiolo
VP Human Resources$210,619$0$0$0$174$0$17,221$0$17,832$0$245,846$0$0$0
Leslie Hayes
VP Education$156,604$0$0$0$131$0$11,940$0$45,277$0$213,952$0$0$0
Wendy Ikemoto
VP Chief Curator (As of 12/2023)$146,745$0$0$0$117$0$11,032$0$15,521$0$173,415$0$0$0
Laura Washington
CCO & VP Strategic Partnerships (End 1/2024)$200,224$0$0$0$63$0$16,764$0$53,425$0$270,476$0$0$0
Armando Lopez
Director of IT$202,376$0$0$0$189$0$16,836$0$48,723$0$268,124$0$0$0
Marci Reaven-Tanis
VP History Exhibits (End 12/2023)$183,254$0$0$0$26,480$0$16,759$0$2,354$0$228,847$0$0$0
Yashiris Moreta
VP Operations and Capital Projects$189,387$0$0$0$252$0$15,048$0$17,368$0$222,055$0$0$0
Dale Gregory
VP Public Programs (End 4/2023)$50,176$0$0$0$120,953$0$13,107$0$8,995$0$193,231$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control paymentSEVERANCE PAYMENTS DALE GREGORY: $100,000 MARCI REAVEN-TANIS: $16,272 MARGARET HOFER: $8,751
Schedule J, Part I, Line 7 Non-fixed paymentsNON-FIXED PAYMENTS THE NEW YORK HISTORICAL HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2023, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE, USING COMPARABLE COMPENSATION DATA CONSISTENT WITH NEW YORK HISTORICAL'S COMPENSATION POLICY, AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution134ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution88ContributionCnt
Noncash Contributions Rpt F990$3,552,041NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Books/Newspapers3$0NONE
Yes (X)Manuscripts5$0NONE
Yes (X)Photographs61$0NONE
Yes (X)Other Prints65$0NONE
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 31 GIFT ACCEPTANCE POLICYTHE NEW YORK HISTORICAL ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE TAX YEAR. (SEE SCHEDULE D, PART III, LINE 4 AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW YORK HISTORICAL'S COLLECTIONS).
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Art - Historical treasures - - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Securities - Publicly traded - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Books/Newspapers - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Manuscripts - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Photographs - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Other Prints - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a MUSEUM AND MUSEUM EXHIBITIONSNEW YORK'S FIRST MUSEUM, THE NEW YORK HISTORICAL IS A LEADING CULTURAL INSTITUTION DOCUMENTING OVER 400 YEARS OF AMERICAN HISTORY THROUGH A PEERLESS COLLECTION OF ART, DOCUMENTS, AND ARTIFACTS. OUR OFFERINGS SPAN GROUNDBREAKING EXHIBITIONS; ACCLAIMED EDUCATIONAL PROGRAMS FOR TEACHERS AND STUDENTS NATIONWIDE; AND THOUGHT-PROVOKING CONVERSATIONS AMONG LEADING SCHOLARS, JOURNALISTS, AND THINKERS ABOUT THE PAST, PRESENT, AND FUTURE OF THE AMERICAN EXPERIMENT. THE MUSEUM'S COLLECTION COMPRISES OVER 80,000 OBJECTS. ON-SITE EXHIBITIONS, BOTH PERMANENT AND ROTATING, AS WELL AS TRAVELING EXHIBITIONS HOSTED BY OUTSIDE INSTITUTIONS, ENABLE THE NEW YORK HISTORICAL TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2023 THE NEW YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 100,000 PEOPLE AND INCLUDED NINE (9) TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS NINE (9) TRAVELING EXHIBITIONS ON VIEW AT TWELVE (12) 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 REACH AND MISSION.
Form 990, Part III, Line 4b EDUCATIONAL AND PUBLIC PROGRAMSEDUCATIONAL AND PUBLIC PROGRAMS THE NEW YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW YORK HISTORICAL 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 2023, 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, THE NEW YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. THE NEW YORK HISTORICAL OFFERS AN AWARD-WINNING PAID 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 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. 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 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 IS HOME TO THE 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'S CENTER FOR WOMEN'S HISTORY, ESTABLISHED IN 2016, HAS BECOME 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 IS A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION. IT HAS ALSO SPEARHEADED 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", ACCLAIMED EXHIBITIONS IN THE JOYCE B. COWIN WOMEN'S HISTORY GALLERY, AND THE ANNUAL DIANE AND ADAM E. MAX CONFERENCE IN WOMEN'S HISTORY. 'WOMEN & THE AMERICAN STORY', THE NEW YORK HISTORICAL'S WOMEN'S HISTORY CURRICULUM WEBSITE, REACHES OVER 600,000 UNIQUE VISITORS EACH YEAR AND SUPPORTS CLASSROOM TEACHERS SEEKING TO ENHANCE THE PRESENCE OF WOMEN'S HISTORY IN THEIR LESSONS. THE PUBLIC PROGRAMS DEPARTMENT FOSTERS LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY THROUGH ITS ONLINE AND LIVE AUDIENCE LECTURES AND GALLERY TOURS. DURING TAX YEAR 2023, ABOUT 13,400 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 NEW YORK HISTORICAL 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 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 EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA CHANNELS (FACEBOOK, TWITTER, INSTAGRAM, TIKTOK, THREADS, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2023, the NEW YORK HISTORICAL'S WEBSITE HAD MORE THAN 2.4 MILLION UNIQUE PAGEVIEWS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 435,000 FOLLOWERS IN AGGREGATE.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 3,990,954 including grants of $ 0)(Revenue $ 42,370) THE NEW YORK HISTORICAL HAS A MUSEUM STORE WHICH SELLS MERCHANDISE PRIMARILY RELATED TO THE SOCIETY'S MISSION, CURRENT EXHIBITIONS OR COLLECTION; OFFERS SPACE RENTALS TO VARIOUS ORGANIZATIONS AND INDIVIDUALS FOR SPECIAL EVENTS; AND RECEIVES ROYALTIES FROM PUBLISHERS, WEB DESIGNERS AND INDIVIDUALS FOR THE USE OF ITEMS IN THE COLLECTION.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE 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 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, Line 12c Conflict of interest policyTHE 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, Line 15a Process to establish compensation of top management officialIN 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 ON September 26, 2024.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSEE THE NARRATIVE ABOVE (PART VI, LINE 15A) FOR COMPENSATION REVIEW PROCEDURES.
Form 990, Part VI, Line 19 Required documents available to the publicTHE NEW YORK HISTORICAL'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 AND RECENT FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW YORK HISTORICAL'S WEBSITE (WWW.NYHISTORY.ORG).
Form 990, Part VIII, Line 2f Other Program Service RevenueLibrary - Total Revenue: 2100, Related or Exempt Function Revenue: 2100, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOTHER REVENUE - Total Revenue: 185627, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 185627; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

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