2020-05-06T08:19:30-05:00 2019-06-30 KPMG LLP 345 Park Avenue New York NY 101540102 990 2018-07-01 131624124 The New York Historical Society % RICHARD A SHEIN NEWY 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 RICHARD A SHEIN ASST. TREAS & CFO 2124859245 2020-05-04 true CHRISTINA ROSSETTI P01491094 2127589700 2020-05-04 167.68.102.5 13407320201275000018 2020-05-06 P 3334E7B7F03F731422ECC73C4D529CE40FFEDC8C 3334E7B7F03F731422ECC73C4D529CE40FFEDC8C 2018 2021-01-29 14:40:06Z LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 10024 51007210 false X WWW.NYHISTORY.ORG X 1809 NY 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. 47 46 484 186 51864 32085523 31667398 3678439 5851355 1475427 800349 2636648 4344880 39876037 42663982 60000 60000 0 0 17419746 19002762 190000 225000 2657512 22497233 24011330 40166979 43299092 -290942 -635110 169918287 181086793 11869793 22012235 158048494 159074558 X THE 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. false false 20226364 4256534 MUSEUM 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. 5910084 565 LIBRARY - 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. 7648256 60000 1514608 EDUCATIONAL 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. 3613211 79647 AUXILIARY ACTIVITES 3613211 79648 37397915 true true false false false false false true false true true true false false true true true false false false true false false true true false false false true true false false false false false false false false true true false false false false false false false true 239 0 true 484 true true true false false false false true true false false false false false false X 47 46 false false false false false false false true true false false true true true true true true true true false AR CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA WA X X RICHARD A SHEIN 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 X Pam B Schafler Chair 5.0 0.0 X X 0 0 0 Richard Reiss Jr Executive Committee Chair 1.0 0.0 X X 0 0 0 Louise Mirrer President and CEO 35.0 0.0 X X 633339 0 81586 Russell P Pennoyer Treasurer 1.0 0.0 X X 0 0 0 Andrew H Tisch VICE-CHAIR 1.0 0.0 X X 0 0 0 Helen Appel Trustee 1.0 0.0 X 0 0 0 Barry Barnett Trustee 1.0 0.0 X 0 0 0 Norman Benzaquen Trustee 1.0 0.0 X 0 0 0 Judith Roth Berkowitz Trustee 1.0 0.0 X 0 0 0 Franci J Blassberg Trustee 1.0 0.0 X 0 0 0 James S Chanos Trustee 1.0 0.0 X 0 0 0 Ravenel B Curry III Trustee 1.0 0.0 X 0 0 0 Susan Frier Danilow Trustee 1.0 0.0 X 0 0 0 Elizabeth B Dater Trustee 1.0 0.0 X 0 0 0 Barbara Knowles Debs Trustee 1.0 0.0 X 0 0 0 Joseph A DiMenna Trustee 1.0 0.0 X 0 0 0 Buzzy Geduld Trustee 1.0 0.0 X 0 0 0 Richard Gilder Trustee 1.0 0.0 X 0 0 0 James Grant Trustee 1.0 0.0 X 0 0 0 Martin J Gross Trustee 1.0 0.0 X 0 0 0 Roger Hertog Trustee 1.0 0.0 X 0 0 0 Edward R Hintz Trustee 1.0 0.0 X 0 0 0 Agnes Hsin-Mei Hsu-Tang Trustee 1.0 0.0 X 0 0 0 Patricia Klingenstein Trustee 1.0 0.0 X 0 0 0 Sidney Lapidus Trustee 1.0 0.0 X 0 0 0 Ira A Lipman Trustee 1.0 0.0 X 0 0 0 Tarky Lombardi Jr Trustee 1.0 0.0 X 0 0 0 Peter W May Trustee 1.0 0.0 X 0 0 0 John Monsky Trustee 1.0 0.0 X 0 0 0 Jonathan M Moses Trustee 1.0 0.0 X 0 0 0 Neal Moszkowski Trustee (ENDED 10/21/18) 1.0 0.0 X 0 0 0 Suzanne F Peck Trustee 1.0 0.0 X 0 0 0 Joel I Picket Trustee 1.0 0.0 X 0 0 0 Jean Margo Reid Trustee 1.0 0.0 X 0 0 0 Thomas A Saunders III Trustee 1.0 0.0 X 0 0 0 Bernard L Schwartz Trustee 1.0 0.0 X 0 0 0 Alan A Shuch Trustee 1.0 0.0 X 0 0 0 Michelle Smith Trustee 1.0 0.0 X 0 0 0 Gillian Steel Trustee 1.0 0.0 X 0 0 0 Sy Sternberg Trustee 1.0 0.0 X 0 0 0 Ernest Tollerson Trustee 1.0 0.0 X 0 0 0 Ira Unschuld Trustee 1.0 0.0 X 0 0 0 Bridget Van Kralingen Trustee 1.0 0.0 X 0 0 0 Eric J Wallach Trustee 1.0 0.0 X 0 0 0 Sue Ann Weinberg Trustee 1.0 0.0 X 0 0 0 Michael Weisberg Trustee 1.0 0.0 X 0 0 0 Byron R Wien Trustee 1.0 0.0 X 0 0 0 David W Zalaznick Trustee 1.0 0.0 X 0 0 0 Jennifer Schantz SEC, EVP and COO 35.0 0.0 X 253315 0 70164 Richard Shein ASSISTANT TREASURER AND CFO 35.0 0.0 X 207875 0 57955 Andrew Buonpastore VP Operations 35.0 0.0 X 224675 0 34811 Marci Reaven-Tanis VP History Exhibits 35.0 0.0 X 185653 0 17437 Michael Ryan VP Library Director 35.0 0.0 X 225013 0 29363 Matthew Bregman VP Development 35.0 0.0 X 212760 0 53162 Valerie Paley SVP CHIEF HISTORIAN 35.0 0.0 X 216213 0 53791 Margaret Hofer VP Museum Director 35.0 0.0 X 204845 0 55242 Dale Gregory VP Public Programs 35.0 0.0 X 168374 0 37912 Ines Aslan-Schwed VP Marketing and Communication 35.0 0.0 X 165793 0 55345 Marianne Nagawiecki VP of Education 35.0 0.0 X 117010 0 22243 Kenneth Lau Controller 35.0 0.0 X 113345 0 43489 Ryszard Polesczuk DIR OF ENGINEERING SERVICES 35.0 0.0 X 130978 0 11426 3059188 0 623926 27 false true false SECURITAS SECURITY SERVICES USA IN PO BOX 403412 ATLANTA GA 30384 SECURITY SERVICES 982941 LA PLACA COHEN 43 WEST 24 STREET 10TH FL NEW YORK NY 10010 Marketing Services 488842 HEARTLAND SCENIC STUDIOS INC 5329 Lindbergh Dr OMAHA NE 68110 Exhibition Design 451610 AA MAINTANANCE ENTERPRISE INC 965 Midland Ave YONKERS NY 10704 Maintenance 405244 STEPHEN STARR EVENTS 448 West 16th Street NEW YORK NY 10014 Caterer 345013 24 1308118 6331226 1259182 22768872 193971 31667398 ADMISSION 900099 3525576 3525576 EDUCATION AND PUBLIC PROGRAM FEES 900099 1456858 1456858 TRAVELLING EXHIB & LOAN FEES 900099 673209 673209 REPRODUCTION FEES 900099 79647 79647 MEMBERSHIP DUES 900099 115500 115500 565 565 5851355 263850 263850 0 128133 128133 2122716 2122716 0 2122716 2122716 7441827 6905328 536499 536499 536499 301375 6331226 309820 -8445 -8445 0 0 0 2279791 1128080 1151711 51864 1099847 CAFE/CATERING FEE INCOME 900099 552650 552650 DEACCESSION INCOME 900099 342460 342460 CAFE IMPROVEMENT FEE 900099 55655 55655 950765 42663982 5851355 51864 5093365 0 60000 60000 0 0 2735467 1531332 975834 228301 0 12308683 10970701 726743 611239 598807 542338 21042 35427 2169095 1819821 212728 136546 1190710 968976 144546 77188 0 53439 53439 206124 206124 0 225000 225000 133368 133368 3463101 2795360 244021 423720 904793 850746 32568 21479 748938 485897 84357 178684 394064 291412 27578 75074 0 2464595 2377707 57925 28963 311678 273108 30975 7595 0 20184 11566 5562 3056 0 0 8950297 8890330 41171 18796 254100 238112 10948 5040 EXHIBITION COSTS 2430977 2407977 23000 EQUIPMENT RENTAL AND REPAIR 1632115 1374979 108411 148725 PRINTING AND PUBLICATION 504714 415907 13394 75413 OTHER SUPPLIES 956129 625493 52228 278408 582714 466153 60703 55858 43299092 37397915 3243665 2657512 1842987 1269056 468963 28462 22332806 18269794 764621 808392 0 0 0 0 0 0 400688 437232 4109146 2903112 179616408 74371114 94243448 105245294 22033543 27191666 22407685 23633785 0 0 0 0 1314400 1300000 169918287 181086793 6767893 4770994 0 0 1920528 1425868 0 0 0 0 0 0 0 12500000 0 0 3181372 3315373 11869793 22012235 X 98904906 90662093 16054625 23170481 43088963 45241984 158048494 159074558 169918287 181086793 -635110 1661174 X false true X true true true X 27903340 29059900 42004561 32085523 31667398 162720722 0 0 0 0 27903340 29059900 42004561 32085523 31667398 162720722 17866363 144854359 2044311 2010646 1838094 1762587 2514699 10170337 0 432960 319939 378380 608037 950766 2690082 175581141 28308561 0.82500 0.85463 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 61578181 2153021 2327205 1769538 64288869 58884549 210326 4841322 2358016 61578181 52457511 5923629 4553348 4049939 58884549 54384445 2676555 -2036686 2556803 52467511 52399694 4530679 -30051 2515877 54384445 0.24000 0.70000 0.06000 false false 2335100 2335100 144217334 51664258 92553076 482644 482644 0 8582816 6671610 1911206 23998514 15552602 8445912 105245294 ALTERNATIVE INVESTMENTS 23633785 F 23633785 0 ASSET RETIREMENT OBLIGATION 3315373 3315373 X 44575109 1661174 -744759 916415 43658694 133368 -1128080 -994712 42663982 43549045 1128080 1128080 42420965 133368 744759 878127 43299092 FORM 990, SCHEDULE D, PART III, LINE 1A DESCRIPTION OF COLLECTION PER AUDITED FINANCIAL STATEMENTS COLLECTIONS ARE NOT CAPITALIZED IN THE NEW-YORK HISTORICAL SOCIETY'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW-YORK HISTORICAL SOCIETY'S BOARD HAS ADOPTED A POLICY WHEREBY ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS CAN BE UTILIZED ONLY FOR ACQUISITIONS, DIRECT CARE (E.G. CONSERVATION, PRESERVATION, REHOUSING, OR STORAGE), PROCESSING AND/OR CATALOGING OF THE COLLECTIONS, AND COLLECTIONS MANAGEMENT. FORM 990, SCHEDULE D, PART III, LINE 4 DESCRIPTION OF NEW-YORK HISTORICAL'S COLLECTIONS THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM'S HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, AND THE HISTORY OF NEW YORK AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE, DECORATIVE ARTS, SHIP MODELS, TOYS, AND CARRIAGES. THE 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, SCHEDULE D, PART V, LINE 4 INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 12% MUSEUM 18% PUBLIC AND EDUCATIONAL 27% COLLECTION ACQUISITION 1% UNRESTRICTED 42% FORM 990, SCHEDULE D, PART X, LINE 2 TAX 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 FOR RELATED ACTIVITIES. CONTRIBUTIONS TO THE NEW-YORK HISTORICAL SOCIETY ARE TAX DEDUCTIBLE BY DONORS AS PRESCRIBED BY THE CODE. IN ADDITION, THE NEW-YORK HISTORICAL SOCIETY IS TAX EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE NEW-YORK HISTORICAL SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE NEW-YORK HISTORICAL 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, SCHEDULE D, PART XI RECONCILIATION OF REVENUE WITH AUDIT REPORT LINE 2D - INDIRECT COST OF SPECIAL EVENTS ($744,759) LINE 4B - COST OF INVENTORY SOLD ($1,128,080) FORM 990, SCHEDULE D, PART XII RECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $1,128,080 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $744,759 Central America and the Caribbean Investments 15798237 Middle East and North Africa Program Services EXHIBITION DESIGN 7500 South America Program Services EXHIBITION DESIGN 3772 Europe (Including Iceland and Greenland) Program Services RIGHTS AND REPRO 1270 Europe (Including Iceland and Greenland) Program Services SPEAKER/PERFORMER 69444 Europe (Including Iceland and Greenland) Program Services EXHIBITION DESIGN 114839 Europe (Including Iceland and Greenland) Program Services EXHIBITION/STORE MDSE 403315 Europe (Including Iceland and Greenland) Program Services ACQUISITIONS 20920 16419297 16419297 true true true true false false FORM 990, SCHEDULE F, PART I, LINE 3 ACTIVITIES OUTSIDE THE U.S. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED FUNDS FROM FOREIGN SOURCES, AS FOLLOWS: (1) 11,529 IN PROCEEDS FROM THE LIQUIDATION OF AN INVESTMENT FROM A EUROPEAN SOURCE. (2) 13,929 IN RIGHTS AND REPRODUCTION INCOME FROM EUROPEAN SOURCES. (3) 288 IN REFUNDS FOR STORE MERCHANDISE FROM A EUROPEAN SOURCE. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES FROM TIME TO TIME. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY: (1) MADE PAYMENTS TO MIDDLE EAST AND NORTH AFRICA VENDORS WITH REGARD TO BUILDING/SPACE DESIGN AGGREGATING $7,500. (2) MADE PAYMENTS TO A SOUTH AMERICAN VENDOR FOR MAP DIGITIZATION AGGREGATING $3,772. (3) MADE PAYMENTS TO A EUROPEAN VENDOR FOR RIGHTS AND REPRODUCTION LICENSES TOTALING $1,270. (4) CONTRACTED WITH A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $69,444. (5) MADE PAYMENTS TO SEVERAL EUROPEAN FIRMS WITH REGARD TO BUILDING/SPACE DESIGN AND RENOVATION AGGREGATING $114,839. (6) PAID FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM A EUROPEAN VENDOR AGGREGATING $403,315. (7) PAID FOR COLLECTION ITEMS FROM EUROPEAN VENDORS AGGREGATING $20,920. FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD. X X X X X X true BARBI ZAKIN EVENTS LLC 370 E 76 STREET SUITE B 503 NEW YORK NY 10021 SPEC EVENTS false 6632601 225000 6407601 6632601 225000 6407601 AR CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA WA GALA 2683150 2604950 78200 102986 WEEKEND/HISTORY 3172488 2984788 187700 132439 3800 2 776963 741488 35475 69766 829 6632601 6331226 301375 305191 4629 309820 -8445 FORM 990, SCHEDULE G, PART I, LINE 2B FUNDRAISER 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 $225,000 AND $13,394, RESPECTIVELY. BARBI ZAKIN EVENTS LLC'S ADDRESS IS AS FOLLOWS: 370 E 76TH STREET, SUITE B 503 NEW YORK, NY 10021 true BARBARA AND DAVID ZALAZNICK BOOK PRIZE 1 50000 CHILDREN'S HISTORY BOOK CLUB PRIZE 2 10000 FORM 990, SCHEDULE I, PART I, LINE 2 MONITORING 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) 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. X X X X X false false false false false false false false false Louise Mirrer President and CEO 608364 0 24975 55000 0 26586 0 714925 0 0 0 Jennifer Schantz SEC, EVP and COO 253135 0 180 23542 0 46622 0 323479 0 0 0 Richard Shein ASSISTANT TREASURER AND CFO 185869 0 22006 18030 0 39925 0 265830 0 0 0 Andrew Buonpastore VP Operations 221483 0 3192 19275 0 15536 0 259486 0 0 0 Marci Reaven-Tanis VP History Exhibits 175475 0 10178 15217 0 2220 0 203090 0 0 0 Michael Ryan VP Library Director 213921 0 11092 18212 0 11151 0 254376 0 0 0 Matthew Bregman VP Development 211428 0 1332 18294 0 34868 0 265922 0 0 0 Valerie Paley SVP CHIEF HISTORIAN 212601 0 3612 18367 0 35424 0 270004 0 0 0 Margaret Hofer VP Museum Director 185477 0 19368 17809 0 37433 0 260087 0 0 0 Dale Gregory VP Public Programs 161790 0 6584 13343 0 24569 0 206286 0 0 0 Ines Aslan-Schwed VP Marketing and Communication 165476 0 317 14285 0 41060 0 221138 0 0 0 Kenneth Lau Controller 113273 0 0 72 8777 0 34712 0 156834 0 0 0 X 17 0 X 263 0 X 16 193971 FMV ON DATE RECEIVED X BOOKS, NEWSPAPERS, MAPS 69 0 0 X MANUSCRIPTS 70 0 0 X PHOTOGRAPHS AND ARCHITECH 40 0 0 X OTHER PRINTED MATERIALS 82 0 0 7 false true false 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 31 GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE FISCAL YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.) Form 990, Part III, Line 4a MUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY SEEN THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S PREMIER COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISES MORE THAN TWO MILLION WORKS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND ROTATING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2019 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 400,000 PEOPLE AND INCLUDED 23 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS TRAVELING EXHIBITIONS ON VIEW AT SEVEN (7) VENUES THROUGHOUT THE UNITED STATES. THESE EXHIBITIONS TELL THE STORY OF THE UNITED STATES THROUGH ARTIFACTS AND ART. IN ADDITION, EVERY YEAR, NEW-YORK HISTORICAL REGULARLY LENDS INDIVIDUAL OR SMALL GROUPS OF COLLECTION OBJECTS TO OTHER INSTITUTIONS TO FURTHER ITS MISSION. Form 990, Part III, Line 4b LIBRARY 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 THE UNITED STATES 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 3 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 4c EDUCATION 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 2019, APPROXIMATELY 200,000 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH EDUCATIONAL PROGRAMS IN BOTH THE MUSEUM BUILDING AND SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW-YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW-YORK HISTORICAL OFFERS AN AWARD-WINNING HIGH SCHOOL INTERNSHIP PROGRAM, AND 100% OF ITS PARTICIPANTS GO ON TO COLLEGE. INTERNSHIPS ARE ALSO AVAILABLE FOR COLLEGE STUDENTS PURSUING CAREERS IN HISTORY EDUCATION. THE NEW-YORK HISTORICAL SOCIETY IS HOME TO DIMENNA CHILDREN'S HISTORY MUSEUM, AN INTERACTIVE, EDUCATIONAL EXHIBITION SPACE FOR CHILDREN OF ALL AGES. HERE, CHILDREN 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 FOURTH 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 2019, NEARLY 30,000 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 2019, 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 4d OTHER PROGRAM SERVICES OTHER PROGRAMS INCLUDE THE NYHISTORY STORE, EVENT RENTALS, AND RIGHTS AND REPRODUCTION SERVICES. Form 990, Part VI, Line 11b APPROVAL 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 12C MONITORING 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 & B EXECUTIVE 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." FORM 990, PART VI, LINE 19 PUBLIC 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).