NEW YORK HISTORICAL SOCIETY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NEW YORK HISTORICAL SOCIETY (EIN 13-1624124)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-22
IRS object ID
202101129349300840
Schema version
2019v5.1
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)
Return2021-04-22T15:13:44-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624124EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW YORK HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD A SHEINInCareOfNm
Business Name ControlNEWYBusinessNameControlTxt
Phone2128733400PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD A SHEINPersonNm
Person TitleASST. TREAS & CFOPersonTitleTxt
Phone2124859245PhoneNum
Signature2021-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristina RossettiPreparerPersonNm
PTINP01491094PTIN
Phone2127589700PhoneNum
Preparation2021-04-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLouise MirrerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 Central Park WestAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,792,705GrossReceiptsAmt
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 Body50VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee498TotalEmployeeCnt
Total Volunteers168TotalVolunteersCnt
Total Gross UBI$37,515TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$5,529NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$31,667,398PYContributionsGrantsAmt
CY Contributions Grants$34,991,506CYContributionsGrantsAmt
PY Program Service Revenue$5,851,355PYProgramServiceRevenueAmt
CY Program Service Revenue$2,465,499CYProgramServiceRevenueAmt
PY Investment Income$800,349PYInvestmentIncomeAmt
CY Investment Income$1,444,805CYInvestmentIncomeAmt
PY Other Revenue$4,344,880PYOtherRevenueAmt
CY Other Revenue$2,191,982CYOtherRevenueAmt
PY Total Revenue$42,663,982PYTotalRevenueAmt
CY Total Revenue$41,093,792CYTotalRevenueAmt
PY Grants And Similar Paid$60,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$19,002,762PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,402,565CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$225,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$157,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,296,328CYTotalFundraisingExpenseAmt
PY Other Expenses$24,011,330PYOtherExpensesAmt
CY Other Expenses$22,205,202CYOtherExpensesAmt
PY Total Expenses$43,299,092PYTotalExpensesAmt
CY Total Expenses$41,775,267CYTotalExpensesAmt
PY Revenues Less Expenses-$635,110PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$681,475CYRevenuesLessExpensesAmt
Total Assets BOY$181,086,793TotalAssetsBOYAmt
Total Assets EOY$181,964,309TotalAssetsEOYAmt
Total Liabilities BOY$22,012,235TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,917,772TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$159,074,558NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$156,046,537NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("NEW-YORK HISTORICAL") IS TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$18,551,466ExpenseAmt
Revenue$1,483,025RevenueAmt
DescMUSEUM AND MUSEUM EXHIBITIONS - THE MISSION OF NEW-YORK HISTORICAL'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS. EXHIBITIONS, BOTH PERMANENT AND ROTATING, IN-HOUSE AND TRAVELING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,825,056ExpenseAmt
Revenue$140RevenueAmt
DescLIBRARY - THE NEW-YORK HISTORICAL SOCIETY'S LIBRARY (THE PATRICIA D. KLINGENSTEIN LIBRARY) IS ONE OF THE OLDEST RESEARCH LIBRARIES IN THE UNITED STATES. ITS MISSION IS TO FOSTER AND FACILITATE RESEARCH THAT REVEALS THE DYNAMISM OF HISTORY AND ITS INFLUENCE ON THE WORLD TODAY. THE LIBRARY'S COLLECTION CONTAINS MORE THAN 12 MILLION ITEMS. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,790,202ExpenseAmt
Grant$10,000GrantAmt
Revenue$932,491RevenueAmt
DescEDUCATIONAL AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PUBLIC PROGRAMS, AND WEBSITE. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,619,407ExpenseAmt
Revenue$49,843RevenueAmt
DescAUXILIARY ACTIVITIESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,619,407TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$49,843TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$35,786,131TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 Document379IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee498EmployeeCnt
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 Members50GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
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 FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD A SHEINPersonNm
Phone2128733400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 CENTRAL PARK WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LOUISE MIRRER
PRESIDENT & CEO35.00.0Yes (X)Yes (X)$625,891$0$86,212
Jennifer Schantz
Sec, EVP, COO35.00.0Yes (X)$260,746$0$73,918
Valerie Paley
SVP Chief Historian35.00.0$229,826$0$58,082Yes (X)
Richard Shein
ASSISTANT TREASURER AND CFO35.00.0Yes (X)$210,375$0$61,344
Matthew Bregman
VP Development35.00.0$212,572$0$56,219Yes (X)
Freddy Taveras
Secretary, EVP & Gen. Counsel35.00.0Yes (X)$226,068$0$42,468
Michael Ryan
VP Library Director35.00.0$224,666$0$31,197Yes (X)
Margaret Hofer
VP Museum Director35.00.0$184,019$0$56,513Yes (X)
Ines Aslan-Schwed
VP MARKETING AND COMMUNICATION35.00.0$166,493$0$58,235Yes (X)
Marci Reaven-Tanis
VP HISTORY EXHIBITIONS35.00.0$190,203$0$19,120Yes (X)
Dale Gregory
VP Public Programs35.00.0$149,273$0$38,346Yes (X)
Cheryl Morgan
Dir. of Inst.Giv(End 12/19/19)35.00.0$125,452$0$54,065Yes (X)
Ryszard Polesczuk
Dir. of Engineering Services35.00.0$138,345$0$23,630Yes (X)
Marianne Nagawiecki
VP of Education35.00.0$128,119$0$24,031Yes (X)
PAM B SCHAFLER
CHAIR5.00.0Yes (X)Yes (X)$0$0$0
RICHARD REISS JR
Executive Committee Chair1.00.0Yes (X)Yes (X)$0$0$0
RUSSELL P PENNOYER
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
ANDREW H TISCH
VICE-CHAIR1.00.0Yes (X)Yes (X)$0$0$0
Helen Appel
TRUSTEE1.00.0Yes (X)$0$0$0
BARRY BARNETT
TRUSTEE1.00.0Yes (X)$0$0$0
Norman Benzaquen
Trustee1.00.0Yes (X)$0$0$0
Judith Roth Berkowitz
TRUSTEE1.00.0Yes (X)$0$0$0
Franci J Blassberg
Trustee1.00.0Yes (X)$0$0$0
JAMES S CHANOS
TRUSTEE1.00.0Yes (X)$0$0$0
Betsy Cohn
Trustee (AS OF 5/4/2020)1.00.0Yes (X)$0$0$0
RAVENEL B CURRY III
TRUSTEE1.00.0Yes (X)$0$0$0
SUSAN FRIER DANILOW
TRUSTEE1.00.0Yes (X)$0$0$0
ELIZABETH B DATER
TRUSTEE1.00.0Yes (X)$0$0$0
BARBARA KNOWLES DEBS
TRUSTEE1.00.0Yes (X)$0$0$0
JOSEPH A DIMENNA
TRUSTEE1.00.0Yes (X)$0$0$0
Kris Doerfler
TRUSTEE (AS OF 10/28/2019)1.00.0Yes (X)$0$0$0
Buzzy Geduld
TRUSTEE1.00.0Yes (X)$0$0$0
RICHARD GILDER
TRUSTEE (END 5/12/2020)1.00.0Yes (X)$0$0$0
JAMES GRANT
TRUSTEE (END 10/2019)1.00.0Yes (X)$0$0$0
MARTIN J GROSS
TRUSTEE1.00.0Yes (X)$0$0$0
ROGER HERTOG
TRUSTEE1.00.0Yes (X)$0$0$0
Edward R Hintz
TRUSTEE1.00.0Yes (X)$0$0$0
Elie Hirschfeld
Trustee (AS OF 5/4/2020)1.00.0Yes (X)$0$0$0
Agnes Hsin-Mei Hsu-Tang
TRUSTEE1.00.0Yes (X)$0$0$0
Brian Kane
Trustee (AS OF 2/10/2020)1.00.0Yes (X)$0$0$0
Patricia Klingenstein
TRUSTEE1.00.0Yes (X)$0$0$0
Sidney Lapidus
TRUSTEE1.00.0Yes (X)$0$0$0
Ira A Lipman
Trustee (END 09/2019)1.00.0Yes (X)$0$0$0
TARKY LOMBARDI JR
TRUSTEE1.00.0Yes (X)$0$0$0
Peter W May
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN MONSKY
TRUSTEE1.00.0Yes (X)$0$0$0
JONATHAN M MOSES
TRUSTEE1.00.0Yes (X)$0$0$0
Suzanne F Peck
TRUSTEE1.00.0Yes (X)$0$0$0
Joel I Picket
TRUSTEE1.00.0Yes (X)$0$0$0
Jean Margo Reid
TRUSTEE1.00.0Yes (X)$0$0$0
THOMAS A SAUNDERS III
TRUSTEE1.00.0Yes (X)$0$0$0
BERNARD L SCHWARTZ
TRUSTEE1.00.0Yes (X)$0$0$0
Alan A Shuch
Trustee1.00.0Yes (X)$0$0$0
MICHELLE SMITH
TRUSTEE1.00.0Yes (X)$0$0$0
Gillian Steel
Trustee1.00.0Yes (X)$0$0$0
Sy Sternberg
Trustee1.00.0Yes (X)$0$0$0
ERNEST TOLLERSON
TRUSTEE1.00.0Yes (X)$0$0$0
Ira UNSCHULD
Trustee1.00.0Yes (X)$0$0$0
Bridget Van Kralingen
TRUSTEE1.00.0Yes (X)$0$0$0
Eric J WALLACH
TRUSTEE1.00.0Yes (X)$0$0$0
SUSAN WATERFALL
TRUSTEE (AS OF 5/4/2020)1.00.0Yes (X)$0$0$0
Sue Ann Weinberg
Trustee1.00.0Yes (X)$0$0$0
Michael Weisberg
Trustee1.00.0Yes (X)$0$0$0
Jane Weitzman
Trustee (AS OF 10/28/2019)1.00.0Yes (X)$0$0$0
Byron R WIEN
Trustee1.00.0Yes (X)$0$0$0
David W ZALAZNICK
Trustee1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,072,048TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$683,380TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K26IndivRcvdGreaterThan100KCnt
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
SECURITAS SECURITY SERVICES USA IN
PO BOX 403412ATLANTAGA30384Security Services$734,629
MARK RICHEY WOODWORKING DESIGN IN
40 Parker StreetNEWBURYPORTMA01950Exhibition Design$631,243
LA PLACA COHEN
43 WEST 24 STREET 10TH FLNEW YORKNY10010Marketing SERVICES$530,244
ROBERT AM STERN ARCHITECTS LLP
ONE PARK AVENUENEW YORKNY10016Architects$330,150
PLATT BYARD DOVELL WHITE ARCHITECT
49 WEST 37TH STREET 4TH FLNEW YORKNY10018Architects$323,448
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K22CntrctRcvdGreaterThan100KCnt
Membership Dues$1,160,914MembershipDuesAmt
Fundraising$6,438,983FundraisingAmt
Government Grants$1,270,690GovernmentGrantsAmt
All Other Contributions$26,120,919AllOtherContributionsAmt
Noncash Contributions$303,671NoncashContributionsAmt
Total Contributions$34,991,506TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$966,580$966,580
EDUCATION AND PUBLIC PROGRAM FEES900099$905,459$905,459
TRAVELLING EXHIB & LOAN FEES900099$438,527$438,527
REPRODUCTION FEES900099$49,843$49,843
MEMBERSHIP DUES900099$104,550$104,550

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$540TotalRevenueColumnAmt
Related Or Exempt Func Income$540RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,465,499TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$420,425TotalRevenueColumnAmt
Exclusion$420,425ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,386TotalRevenueColumnAmt
Exclusion$81,386ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,413,246RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,413,246RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,413,246TotalRevenueColumnAmt
Exclusion$1,413,246ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,049,667SecuritiesAmt
Other-$882,613OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,142,674SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,906,993SecuritiesAmt
Other-$882,613OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,024,380TotalRevenueColumnAmt
Exclusion$1,024,380ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$118,705FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,438,983ContriRptFundraisingEventAmt
Fundraising Direct Expenses$123,175FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,470TotalRevenueColumnAmt
Exclusion-$4,470ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$742,905GrossSalesOfInventoryAmt
Cost Of Goods Sold$433,064CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,841TotalRevenueColumnAmt
Unrelated Business Revenue$37,515UnrelatedBusinessRevenueAmt
Exclusion$272,326ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAF/CATERING FEE INCOME900099$250,879$250,879
DEACCESSION INCOME900099$4,934$4,934
HEALTH INS/REBATE900099$63,639$63,639

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,527TotalRevenueColumnAmt
Exclusion$72,527ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$391,979OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,093,792TotalRevenueColumnAmt
Related Or Exempt Func Income$2,465,499RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$37,515UnrelatedBusinessRevenueAmt
Exclusion$3,599,272ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,807,012TotalAmt
Program Services$1,453,520ProgramServicesAmt
Management And General$1,120,270ManagementAndGeneralAmt
Fundraising$233,222FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,255,283TotalAmt
Program Services$10,722,411ProgramServicesAmt
Management And General$894,570ManagementAndGeneralAmt
Fundraising$638,302FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$683,278TotalAmt
Program Services$598,979ProgramServicesAmt
Management And General$42,443ManagementAndGeneralAmt
Fundraising$41,856FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,497,745TotalAmt
Program Services$2,043,224ProgramServicesAmt
Management And General$294,429ManagementAndGeneralAmt
Fundraising$160,092FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,159,247TotalAmt
Program Services$915,594ProgramServicesAmt
Management And General$167,259ManagementAndGeneralAmt
Fundraising$76,394FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$104,877TotalAmt
Program Services$15,270ProgramServicesAmt
Management And General$89,607ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$211,372TotalAmt
Management And General$211,372ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$157,500TotalAmt
Fundraising$157,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$146,860TotalAmt
Management And General$146,860ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,200,638TotalAmt
Program Services$1,823,336ProgramServicesAmt
Management And General$168,172ManagementAndGeneralAmt
Fundraising$209,130FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$623,343TotalAmt
Program Services$579,322ProgramServicesAmt
Management And General$43,176ManagementAndGeneralAmt
Fundraising$845FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$960,222TotalAmt
Program Services$713,042ProgramServicesAmt
Management And General$81,957ManagementAndGeneralAmt
Fundraising$165,223FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$374,923TotalAmt
Program Services$263,656ProgramServicesAmt
Management And General$22,782ManagementAndGeneralAmt
Fundraising$88,485FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,410,250TotalAmt
Program Services$2,317,901ProgramServicesAmt
Management And General$61,903ManagementAndGeneralAmt
Fundraising$30,446FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$112,028TotalAmt
Program Services$112,028ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,323TotalAmt
Program Services$24,801ProgramServicesAmt
Management And General$8,171ManagementAndGeneralAmt
Fundraising$3,351FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,366,954TotalAmt
Program Services$9,262,981ProgramServicesAmt
Management And General$70,252ManagementAndGeneralAmt
Fundraising$33,721FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$193,639TotalAmt
Program Services$189,469ProgramServicesAmt
Management And General$2,780ManagementAndGeneralAmt
Fundraising$1,390FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EXHIBITION COSTS$1,438,083$1,431,455$193$6,435
EQUIPMENT RENTAL AND REPAIR$1,515,090$1,245,426$97,055$172,609
PRINTING AND PUBLICATION$443,506$363,266$26,178$54,062
OTHER SUPPLIES$805,317$568,024$64,696$172,597

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,261,777TotalAmt
Program Services$1,132,426ProgramServicesAmt
Management And General$78,683ManagementAndGeneralAmt
Fundraising$50,668FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,775,267TotalAmt
Program Services$35,786,131ProgramServicesAmt
Management And General$3,692,808ManagementAndGeneralAmt
Fundraising$2,296,328FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,269,056BOYAmt
EOY$1,640,320EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$28,462BOYAmt
EOY$368,403EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,269,794BOYAmt
EOY$19,655,918EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$808,392BOYAmt
EOY$917,645EOYAmt

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)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$437,232BOYAmt
EOY$513,926EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,903,112BOYAmt
EOY$2,746,854EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$185,184,603LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$83,738,068LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$105,245,294BOYAmt
EOY$101,446,535EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,191,666BOYAmt
EOY$36,559,197EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$23,633,785BOYAmt
EOY$18,115,511EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,300,000BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$181,086,793BOYAmt
EOY$181,964,309EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,770,994BOYAmt
EOY$4,684,852EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,425,868BOYAmt
EOY$1,754,947EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
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$12,500,000BOYAmt
EOY$12,500,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,315,373BOYAmt
EOY$6,977,973EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,012,235BOYAmt
EOY$25,917,772EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$90,662,093BOYAmt
EOY$78,015,487EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,412,465BOYAmt
EOY$78,031,050EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$159,074,558BOYAmt
EOY$156,046,537EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$181,086,793BOYAmt
EOY$181,964,309EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$681,475ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,346,546NetUnrlzdGainsLossesInvstAmt
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$29,059,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,004,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,085,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,667,398CurrentTaxYearMinus1YearAmt
Current Tax Year$34,991,506CurrentTaxYearAmt
Total$169,808,888TotalAmt

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$29,059,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,004,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,085,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,667,398CurrentTaxYearMinus1YearAmt
Current Tax Year$34,991,506CurrentTaxYearAmt
Total$169,808,888TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,491,318SubstantialContributorsTotAmt
Public Support Total170$150,317,570PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,010,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,838,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,762,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,514,699CurrentTaxYearMinus1YearAmt
Current Tax Year$1,915,057CurrentTaxYearAmt
Total$10,041,083TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$608,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$950,765CurrentTaxYearMinus1YearAmt
Current Tax Year$391,978CurrentTaxYearAmt
Total$2,649,099TotalAmt
FieldValueIRS element (for citing)
Total Support$182,499,070TotalSupportAmt
Gross Receipts Rltd Activities$26,698,506GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82366PublicSupportCY170Pct
Public Support PY1700.82500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,884,549BeginningYearBalanceAmt
Contributions$210,326ContributionsAmt
Investment Earnings Or Losses$4,841,322InvestmentEarningsOrLossesAmt
Other Expenditures$2,358,016OtherExpendituresAmt
End Year Balance$61,578,181EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,457,511BeginningYearBalanceAmt
Contributions$5,923,629ContributionsAmt
Investment Earnings Or Losses$4,553,348InvestmentEarningsOrLossesAmt
Other Expenditures$4,049,939OtherExpendituresAmt
End Year Balance$58,884,549EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,384,445BeginningYearBalanceAmt
Contributions$2,676,555ContributionsAmt
Investment Earnings Or Losses-$2,036,686InvestmentEarningsOrLossesAmt
Other Expenditures$2,556,803OtherExpendituresAmt
End Year Balance$52,467,511EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.24000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02000TermEndowmentBalanceEOYPct
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$148,605,208OtherCostOrOtherBasisAmt
Depreciation$58,212,317DepreciationAmt
Book Value$90,392,891BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,976,721OtherCostOrOtherBasisAmt
Depreciation$7,345,084DepreciationAmt
Book Value$1,631,637BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,784,930OtherCostOrOtherBasisAmt
Depreciation$17,698,023DepreciationAmt
Book Value$7,086,907BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$101,446,535TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$18,115,511BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$18,115,511TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ASSET RETIREMENT OBLIGATION$3,370,373
PAYROLL PROTECTION PROGRAM LOAN$3,607,600
FieldValueIRS element (for citing)
Total Liability$6,977,973TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,465,331TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,346,546NetUnrealizedGainsInvstAmt
Other Revenue-$568,119OtherRevenueAmt
Revenue Not Reported-$2,914,665RevenueNotReportedAmt
Revenue Subtotal$41,379,996RevenueSubtotalAmt
Investment Expenses Not Incld$146,860InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$433,064OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$286,204RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,093,792TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,493,352TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$433,064OtherExpensesIncludedAmt
Expenses Not Reported$433,064ExpensesNotReportedAmt
Expenses Subtotal$41,060,288ExpensesSubtotalAmt
Investment Expenses Not Incld2$146,860InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$568,119OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$714,979ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,775,267TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCH D, PART III, LINE 1ADESCRIPTION OF COLLECTION PER AUDITED FINANCIAL STATEMENTS COLLECTIONS ARE NOT CAPITALIZED IN THE NEW-YORK HISTORICAL SOCIETY'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW-YORK HISTORICAL SOCIETY'S BOARD HAS ADOPTED A POLICY WHEREBY ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS CAN BE UTILIZED ONLY FOR acquisitions, direct care (e.g., conservation, preservation, rehousing, or storage) processing, and/or cataloging of the collections and collections management.
FORM 990, SCH D, PART III, LINE 4DESCRIPTION OF NEW-YORK HISTORICAL'S COLLECTIONS THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM'S HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, AND THE HISTORY OF NEW YORK AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE, DECORATIVE ARTS, SHIP MODELS, TOYS, AND CARRIAGES. THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE OLDEST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS PREMIER COLLECTION INCLUDES MANUSCRIPTS, PHOTOGRAPHS, EPHEMERA, AND OTHER ITEMS RELATED TO LOCAL HISTORY OF NEW YORK CITY AND STATE, COLONIAL HISTORY, THE REVOLUTIONARY WAR, AMERICAN MILITARY AND NAVAL HISTORY, RELIGIONS AND RELIGIOUS MOVEMENTS, THE ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE UNITED STATES, THE CIVIL WAR, AMERICAN BIOGRAPHY AND GENEALOGY, AMERICAN ART AND ART PATRONAGE, THE DEVELOPMENT OF AMERICAN ARCHITECTURE, 19TH- AND 20TH-CENTURY PORTRAITURE, AND DOCUMENTARY PHOTOGRAPHS OF NEW YORK CITY. THE LIBRARY'S HOLDINGS INCLUDE MORE THAN 12 MILLION ITEMS. THE COLLECTIONS ARE AN ESSENTIAL PART OF NEW-YORK HISTORICAL'S MISSION TO COLLECT, PRESERVE, AND INTERPRET AMERICAN HISTORY AND ART THROUGH ITS MATERIAL CULTURE LEGACY. MORE INFORMATION CAN BE OBTAINED ABOUT BOTH COLLECTIONS AT WWW.NYHISTORY.ORG.
FORM 990, SCH D, PART V, LINE 4INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 16% MUSEUM 18% PUBLIC AND EDUCATIONAL 25% COLLECTION ACQUISITION 1% UNRESTRICTED 40%
FORM 990, SCH D, PART X, LINE 2TAX STATUS THE NEW-YORK HISTORICAL SOCIETY IS a not-for-profit organization, exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code (the Code) for related activities. Contributions to it are tax-deductible by donors as prescribed by the Code. In addition, the Society is tax-exempt from state and local income tax for related activities, property taxes, and sales tax. The Society recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. The Society has evaluated its tax positions and has determined that it is more likely than not that there are no significant uncertain tax positions and that it will continue to be exempt from taxes.
FORM 990, SCH D, PART XIRECONCILIATION OF REVENUE WITH AUDIT REPORT LINE 2D - INDIRECT COST OF SPECIAL EVENTS $(568,119) LINE 4B - COST OF INVENTORY SOLD $(433,064)
FORM 990, SCH D, PART XIIRECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $433,064 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $568,119

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$11,145,548
East Asia and the PacificProgram Services$69,345Exhibition Design
Middle East and North AfricaProgram Services$5,000Acquisitions
Europe (Including Iceland and Greenland)Program Services$33,634Speaker/Performer
Europe (Including Iceland and Greenland)Program Services$103,638Exhibition Design
Europe (Including Iceland and Greenland)Program Services$35,653EXHIBITION/STORE MDSE
Europe (Including Iceland and Greenland)Program Services$27,348Acquisitions
FieldValueIRS element (for citing)
Subtotal Spent$11,420,166SubtotalSpentAmt
Total Spent$11,420,166TotalSpentAmt
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
FORM 990, SCH F, PART I, LINE 3ACTIVITIES OUTSIDE THE U.S. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED FUNDS FROM FOREIGN SOURCES, AS FOLLOWS: (1) RIGHTS AND REPRODUCTION INCOME OF $11,580 FROM EUROPEAN SOURCES. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY: (1) TO A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $33,634. (2) TO AN AUSTRALIAN VENDOR FOR EXHIBITION ITEMS AGGREGATING $69,345. (3) TO A EUROPEAN FIRM RELATING TO BUILDING/SPACE DESIGN AND RENOVATION AGGREGATING $53,249. (4) TO A EUROPEAN VENDOR FOR EXHIBITION ITEMS AGGREGATING $50,388. (5) FOR COLLECTION ITEMS FROM EUROPEAN VENDORS AGGREGATING $27,348. (6) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM A EUROPEAN VENDOR AGGREGATING $35,653. (7) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM AN ISRAELI VENDOR AGGREGATING $5,000.
FORM 990, SCH F, PART I, LINE 3, COLUMN (F)METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonBarbi Zakin Events LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 E 76 STREET SUITE B 503AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
ActivitySpec EventsActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$6,557,688GrossReceiptsAmt
Retained By Contractor$152,500RetainedByContractorAmt
Net To Organization$6,405,188NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$6,557,688TotalGrossReceiptsAmt
Total Retained By Contractors$152,500TotalRetainedByContractorsAmt
Total Net To Organization$6,405,188TotalNetToOrganizationAmt
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$2,829,720GrossReceiptsEvent1Amt
Charitable Contri Event1$2,727,140CharitableContriEvent1Amt
Gross Revenue Event1$102,580GrossRevenueEvent1Amt
Food And Beverage Event1$58FoodAndBeverageEvent1Amt
Entertainment Event1$1,375EntertainmentEvent1Amt
Other Direct Expenses Event1$11,528OtherDirectExpensesEvent1Amt
Event2WEEKEND/HISTOREvent2Nm
Gross Receipts Event2$3,021,939GrossReceiptsEvent2Amt
Charitable Contri Event2$3,021,939CharitableContriEvent2Amt
Food And Beverage Event2$31,500FoodAndBeverageEvent2Amt
Entertainment Event2$27,000EntertainmentEvent2Amt
Other Direct Expenses Event2$1,550OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$706,029GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$689,904CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,125GrossRevenueOtherEventsAmt
Food And Beverage Other Events$50,164FoodAndBeverageOtherEventsAmt
Gross Receipts Total$6,557,688GrossReceiptsTotalAmt
Charitable Contributions Tot$6,438,983CharitableContributionsTotAmt
Gross Revenue Total Events$118,705GrossRevenueTotalEventsAmt
Food And Beverage Total Events$81,722FoodAndBeverageTotalEventsAmt
Entertainment Total Events$28,375EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,078OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$123,175DirectExpenseSummaryEventsAmt
Net Income Summary-$4,470NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE G, PART I, LINE 2BFormAndLineReferenceDesc
ExplanationFUNDRAISER THE NEW-YORK HISTORICAL SOCIETY CONTRACTED WITH ONE PROFESSIONAL FUNDRAISER DURING THE TAX YEAR - BARBI ZAKIN EVENTS LLC CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE NEW-YORK HISTORICAL SOCIETY'S FUNDRAISING EVENTS AND ONE PROGRAMMING INITIATIVE DURING THE TAX YEAR. EACH CONTRACT CALLED FOR THE PAYMENT OF A FLAT FEE AND THE REIMBURSEMENT OF OUT-OF-POCKET EXPENSES (I.E. STAMPS, OFFICE SUPPLIES AND COPIES OF MATERIALS). THE NEW-YORK HISTORICAL SOCIETY DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW-YORK HISTORICAL SOCIETY DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $152,500 AND $12,947, RESPECTIVELY. BARBI ZAKIN EVENTS LLC'S ADDRESS IS AS FOLLOWS: 370 E 76TH STREET, SUITE B 503 NEW YORK, NY 10021 FORM 990, SCHEDULE G, PART II COVID-19 IMPACT IN SPRING OF EACH YEAR, THE NEW-YORK HISTORICAL SOCIETY HOSTS TWO FUNDRAISING EVENTS: STRAWBERRY FESTIVAL AND WEEKEND WITH HISTORY. DUE TO THE PANDEMIC, BOTH EVENTS WERE POSTPONED UNTIL FALL 2020 AND WERE HELD VIRTUALLY. SEE SCHEDULE O FOR A MORE DETAILED EXPLAINATION.ExplanationTxt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCHILDREN'S HISTORY BOOK CLUB PRIZEGrantTypeTxt
Recipient2RecipientCnt
Cash Grant$10,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationMONITORING THE USE OF GRANTS THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS. THE MONITORING OF THE GRANTS ARE AS FOLLOWS: THE CHILDREN'S HISTORY BOOK CLUB 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) WAS NOT AWARDED IN FY20. THE PRIZE WAS DELAYED DUE TO THE COVID-19 PANDEMIC AND AWARDED IN THE FALL OF 2020.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 PaymentfalseSeverancePaymentInd
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 PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred 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 & CEO$612,075$0$13,816$56,000$0$30,212$0$712,103$0$0$0
Freddy Taveras
Secretary, EVP & Gen. Counsel$222,876$0$3,192$19,755$0$22,713$0$268,536$0$0$0
Richard Shein
ASSISTANT TREASURER AND CFO$187,869$0$22,506$18,523$0$42,821$0$271,719$0$0$0
Jennifer Schantz
Sec, EVP, COO$260,566$0$180$24,200$0$49,718$0$334,664$0$0$0
Michael Ryan
VP Library Director$213,574$0$11,092$19,175$0$12,022$0$255,863$0$0$0
Valerie Paley
SVP Chief Historian$226,214$0$3,612$19,624$0$38,458$0$287,908$0$0$0
Matthew Bregman
VP Development$211,240$0$1,332$18,318$0$37,901$0$268,791$0$0$0
Marci Reaven-Tanis
VP HISTORY EXHIBITIONS$180,025$0$10,178$15,898$0$3,222$0$209,323$0$0$0
Dale Gregory
VP Public Programs$142,689$0$6,584$11,998$0$26,348$0$187,619$0$0$0
Margaret Hofer
VP Museum Director$164,151$0$19,868$15,752$0$40,761$0$240,532$0$0$0
Ines Aslan-Schwed
VP MARKETING AND COMMUNICATION$166,176$0$317$14,211$0$44,024$0$224,728$0$0$0
Marianne Nagawiecki
VP of Education$128,052$0$67$9,775$0$14,256$0$152,150$0$0$0
Ryszard Polesczuk
Dir. of Engineering Services$137,870$0$475$10,118$0$13,512$0$161,975$0$0$0
Cheryl Morgan
Dir. of Inst.Giv(End 12/19/19)$125,122$0$330$10,207$0$43,858$0$179,517$0$0$0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution209ContributionCnt
FieldValueIRS element (for citing)
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$303,671NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV ON DATE RECEIVEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)BOOKS, NEWSPAPERS, MAPS52$00
Yes (X)MANUSCRIPTS4$00
Yes (X)PHOTOGRAPHS117$00
Yes (X)OTHER PRINTED MATERIALS61$00
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
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
FORM 990, SCHEDULE M, PART I, COLUMN (B)THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED.
FORM 990, SCHEDULE M, PART I, LINE 31GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE FISCAL YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4AMUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY SEEN THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S PREMIER COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISES MORE THAN TWO MILLION WORKS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND ROTATING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2020 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 400,000 PEOPLE AND INCLUDED 21 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS TRAVELING EXHIBITIONS ON VIEW AT TEN (10) VENUES THROUGHOUT THE UNITED STATES. THESE EXHIBITIONS TELL THE STORY OF THE UNITED STATES THROUGH ARTIFACTS AND ART. IN ADDITION, EVERY YEAR, NEW-YORK HISTORICAL REGULARLY LENDS INDIVIDUAL OR SMALL GROUPS OF COLLECTION OBJECTS TO OTHER INSTITUTIONS TO FURTHER ITS MISSION.
FORM 990, PART III, LINE 4BLIBRARY THE NEW-YORK HISTORICAL SOCIETY'S LIBRARY (PATRICIA D. KLINGENSTEIN LIBRARY) IS ONE OF THE OLDEST RESEARCH LIBRARIES IN THE UNITED STATES. ITS MISSION IS TO FOSTER AND FACILITATE RESEARCH THAT REVEALS THE DYNAMISM OF HISTORY AND ITS INFLUENCE ON THE WORLD TODAY. IT IS ONE OF ONLY 19 LIBRARIES IN NORTH AMERICA QUALIFIED TO BE A MEMBER OF THE INDEPENDENT RESEARCH LIBRARIES ASSOCIATION. EACH YEAR APPROXIMATELY 10,000 RESEARCHERS THROUGHOUT THE UNITED STATES AND THE WORLD, FROM BOTH THE SCHOLARLY COMMUNITY AND THE PUBLIC VISIT NEW-YORK HISTORICAL'S LIBRARY OR ARE ASSISTED BY STAFF REMOTELY VIA TELEPHONE, FAX, EMAIL, AND POSTAL MAIL. THE LIBRARY'S COLLECTION CONTAINS MORE THAN 12 MILLION ITEMS IN A VARIETY OF FORMATS (BOOKS, NEWSPAPERS, MAPS, BROADSIDES, PHOTOGRAPHS, PRINTS AND ARCHITECTURAL COLLECTIONS) AND 20,000 LINEAR FEET OF ARCHIVES AND MANUSCRIPTS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) IN ADDITION TO PROVIDING RESEARCH RESOURCES AT THE LIBRARY TO SCHOLARS AND THE GENERAL PUBLIC, NEW-YORK HISTORICAL PROVIDES FUNDING THROUGH VARIOUS GRANTS AND ENDOWMENTS TO ACADEMIC FELLOWS. THESE FELLOWS PURSUE THEIR RESEARCH GOALS USING THE VAST COLLECTIONS HOUSED IN NEW-YORK HISTORICAL'S LIBRARY AND MUSEUM.
FORM 990, PART III, LINE 4CEDUCATION AND PUBLIC PROGRAMS NEW-YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW-YORK HISTORICAL SOCIETY ORGANIZES AND PRESENTS AN EXTENSIVE RANGE OF SCHOOL PROGRAMS FOR STUDENTS AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS, AS WELL AS DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING TAX YEAR 2020, APPROXIMATELY 160,700 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH EDUCATIONAL PROGRAMS IN BOTH THE MUSEUM BUILDING AND SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW-YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW-YORK HISTORICAL OFFERS AN AWARD-WINNING HIGH SCHOOL INTERNSHIP PROGRAM, AND 100% OF ITS PARTICIPANTS GO ON TO COLLEGE. INTERNSHIPS ARE ALSO AVAILABLE FOR COLLEGE STUDENTS PURSUING CAREERS IN HISTORY EDUCATION. THE NEW-YORK HISTORICAL SOCIETY IS HOME TO DIMENNA CHILDREN'S HISTORY MUSEUM, AN INTERACTIVE, EDUCATIONAL EXHIBITION SPACE FOR CHILDREN OF ALL AGES. HERE, CHILDREN LEARN ABOUT AMERICAN HISTORY WHILE HAVING FUN 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. IN ITS FIFTH YEAR OF EXISTENCE, THE NEW-YORK HISTORICAL SOCIETY'S CENTER FOR WOMEN'S HISTORY HAS ALREADY ESTABLISHED ITSELF AS AN INDISPENSABLE DRIVER OF THE NATIONAL CONVERSATION AROUND WOMEN'S HISTORY, RIGHTS, AND NARRATIVES. FOCUSED ON THE INTERSECTION OF RACE, CLASS, GENDER, AND SEXUALITY, THE CENTER HAS BECOME A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION UNDER THE LEADERSHIP OF DIRECTOR DR. VALERIE PALEY. IT HAS ALSO BEEN BEHIND SOME OF THE MOST THRILLING INITIATIVES AT NEW-YORK HISTORICAL IN RECENT YEARS, INCLUDING THE BILLIE JEAN KING ARCHIVE, THE MERYL STREEP-NARRATED FILM "WE RISE", AND THE ANNUAL DIANE AND ADAM E. MAX CONFERENCE IN WOMEN'S HISTORY. THE PUBLIC PROGRAMS DEPARTMENT FOSTERS LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY THROUGH ITS LECTURES AND CLASSIC FILM SERIES. DURING TAX YEAR 2020, NEARLY 27,000 PEOPLE ATTENDED THESE ADULT PROGRAMS IN THE AGGREGATE. MANY OF THESE PROGRAMS ARE ALSO AVAILABLE TO A GLOBAL AUDIENCE THROUGH AUDIO AND VIDEO RECORDINGS ON NEW-YORK HISTORICAL'S WEBSITE. THE NEW-YORK HISTORICAL SOCIETY OPERATES THE INSTITUTE FOR CONSTITUTIONAL STUDIES, A LEADING NATIONAL FORUM FOR THE INTERDISCIPLINARY STUDY OF AMERICAN CONSTITUTIONAL HISTORY. THE INSTITUTE OFFERS ADVANCED SEMINARS, AS WELL AS WORKSHOPS DEVOTED TO IMPROVING THE TEACHING OF CONSTITUTIONAL HISTORY. THESE PROGRAMS ARE DESIGNATED FOR DOCTORAL STUDENTS, JUNIOR FACULTY MEMBERS, LAWYERS, AND EDUCATORS. THE NEW-YORK HISTORICAL SOCIETY ESTABLISHED THE CITIZENSHIP PROJECT, TO EDUCATE IMMIGRANTS AS THEY PURSUE U.S. CITIZENSHIP. THIS INNOVATIVE PROGRAM USES THE MUSEUM'S EXHIBITIONS AND COLLECTION ITEMS TO HELP PERMANENT RESIDENTS STUDY FOR THE CIVICS TEST ON THE U.S. NATURALIZATION EXAM. THE NEW-YORK HISTORICAL SOCIETY EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA CHANNELS (FACEBOOK, TWITTER, INSTAGRAM, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2020, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN 1.5 MILLION UNIQUE VISITS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 270,000 FOLLOWERS IN AGGREGATE.
FORM 990, PART III, LINE 4DOTHER PROGRAM SERVICES OTHER PROGRAMS INCLUDE THE NYHISTORY STORE, EVENT RENTALS, AND RIGHTS AND REPRODUCTION SERVICES.
FORM 990, PART VI, LINE 11BAPPROVAL PROCESS OF FORM 990 THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FULL BOARD OF TRUSTEES IS SENT (VIA EMAIL) A COMPLETE COPY OF THE FORM 990, AS IT WILL BE FILED WITH THE IRS, FOR ITS REVIEW. AFTER A COMMENT PERIOD OF A REASONABLE NUMBER OF DAYS, THE PRESIDENT AND CEO IS AUTHORIZED TO SIGN AND THE STAFF IS AUTHORIZED TO FILE THE FORM 990 AND SCHEDULES WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, LINE 12CMONITORING AND COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE SENDING OF A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ON AN ANNUAL BASIS TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE GENERAL COUNSEL IS CHARGED WITH MAKING A GOOD FAITH EFFORT TO COLLECT EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS, AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES. PER THE CONFLICT OF INTEREST POLICY, A TRUSTEE, OFFICER, OR KEY EMPLOYEE WITH DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST MAY NOT PARTICIPATE IN THE VOTE ON THE MATTER PERTAINING TO THE CONFLICT.
FORM 990, PART VI, LINES 15 A & BEXECUTIVE COMPENSATION REVIEW PROCESS IN NOVEMBER OF EACH YEAR, INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE ACT AS A COMPENSATION COMMITTEE AND REVIEW AND APPROVE THE SALARIES AND PERFORMANCE OF THE OFFICERS AND KEY EMPLOYEES (OTHER THAN THE PRESIDENT AND CEO WHOSE COMPENSATION IS SET BY AGREEMENT AND DESCRIBED BELOW). AT THE ANNUAL COMPENSATION COMMITTEE MEETING, THE PRESIDENT AND CEO PRESENTS EXISTING STUDIES OF COMPARABLE SALARIES (I.E., EXISTING AND CURRENT COMPENSATION STUDIES PREPARED BY INDEPENDENT FIRMS OR SURVEYS OF COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS IN A SIMILAR GEOGRAPHIC AREA) AND MAKES SALARY RECOMMENDATIONS, TAKING INTO ACCOUNT THE COMPENSATION INFORMATION PRESENTED. THE PRESIDENT AND CEO TAKES CONTEMPORANEOUS MINUTES OF THE MEETING WHICH SHE DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." WHEN THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE, COMPRISING INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE, RETAINS AN OUTSIDE CONSULTANT TO UNDERTAKE A FORMAL COMPARABILITY STUDY OF HER COMPENSATION TO FACILITATE REVIEW OF THE PROPOSED SALARY FOR THE PERIOD OF THE UPCOMING CONTRACT. THE OUTSIDE CONSULTANT IS ENGAGED DIRECTLY BY THE BOARD CHAIR. THE BOARD CHAIR LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE BOARD CHAIR TAKES CONTEMPORANEOUS MINUTES AND DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2020.
FORM 990, PART VI, LINE 19PUBLIC AVAILABILITY OF DOCUMENTS THE NEW-YORK HISTORICAL SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE CHARITIES BUREAU OF THE NEW YORK STATE ATTORNEY GENERAL'S OFFICE AND AVAILABLE TO THE PUBLIC FROM THE BUREAU. THE PUBLIC INSPECTION COPY OF THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG). FORM 990 COVID-19 IMPACT On March 13, 2020, the Society closed most of its public operations and cancelled its programming due to concerns around the spread of COVID-19 and, subsequently, state and city mandates, requiring all New York museums and libraries to close. Included in the closures and cancellations were: - museum and library - public programs - educational programs, both on-site and inside schools - museum store, restaurant, and coffee bar - event rentals and associated catering - annual gala, the largest fundraiser of the year, and all other fundraising events, such as exhibition openings As a result of these closures and cancellations, the Society earned virtually no revenue for the remainder of fiscal year 2020.

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