2018-05-07T13:31:12-05:00 2017-06-30 KPMG LLP 345 Park Avenue New York NY 101540102 990 2016-07-01 131624124 The New York Historical Society % RICHARD A SHEIN NEWY 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 RICHARD SHEIN ast. treas & CFO 2124859245 2018-05-07 true phillip groff P01247783 2127589700 2018-05-02 2016 2022-09-23 18:48:47Z LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 10024 73351442 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. 49 48 502 126 26943 -25512 29059900 42004561 3889387 3468665 180983 -913026 2483921 2396345 35614191 46956545 60000 62000 0 0 15652812 15002086 205000 155000 2675399 18563828 18477988 34481640 33697074 1132551 13259471 144785492 167646065 8778805 12791918 136006687 154854147 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 13503248 1898009 MUSEUM AND MUSEUM EXHIBITIONS - THE 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 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. 5800488 2246 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. 5895338 62000 1456235 EDUCATIONAL AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PROGRAMS AND WEBSITE. FOR MORE INFORMATION, SEE SCHEDULE O. 2999439 112175 AUXILIARY ACTIVITIES 2999439 112175 28198513 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 242 0 true 502 true true true false false false false true true false false false false X 49 48 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 GA IL IN KY MD MA MN NH NJ NY OH OK PA RI SC TN TX VA WA X X RICHARD A SHEIN 2124859245 170 CENTRAL PARK WEST NEW YORK NY 10024 Pam B Schafler Chair 5.0 0.0 X X 0 0 0 Richard Reiss Jr Vice-Chair 1.0 0.0 X X 0 0 0 Louise Mirrer President and CEO 35.0 0.0 X X 568304 0 81000 Roger Hertog Executive Committee Chair 1.0 0.0 X X 0 0 0 Russell P Pennoyer Treasurer 1.0 0.0 X X 0 0 0 Helen Appel Trustee 1.0 0.0 X 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33697074 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, BOTH MUSEUM AND LIBRARY, 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 CULTURAL 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 5.9% MUSEUM 13.7% PUBLIC AND EDUCATIONAL 20.3% COLLECTION ACQUISITION 0.4% UNRESTRICTED 59.7% FORM 990, SCHEDULE D, PART X 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. DURING THE YEARS ENDED JUNE 30, 2017 AND 2016, THE NEW-YORK HISTORICAL SOCIETY WAS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES. 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 LINE 2D - INDIRECT COST OF SPECIAL EVENTS ($687,405) LINE 4B - COST OF INVENTORY SOLD ($402,506) FORM 990, SCHEDULE D, PART XII LINE 2D - COST OF INVENTORY SOLD $402,506 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $687,405 Central America and the Caribbean INVESTMENTS 13609435 Europe (Including Iceland and Greenland) PROGRAM SERVICES EXHIBITION DESIGN 3039568 Europe (Including Iceland and Greenland) PROGRAM SERVICES SPEAKER/PERFORMER 56652 Europe (Including Iceland and Greenland) PROGRAM SERVICES Other 7175 East Asia and the Pacific PROGRAM SERVICES EXHIBITION DESIGN 5376 16718206 16718206 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)$2,605,539 FROM THE LIQUIDATION OF AN INVESTMENT FROM A CARIBBEAN COUNTRY (2)$2,462,892 IN PROCEEDS FROM THE LIQUIDATION OF AN INVESTMENT FROM A CANADIAN SOURCE (3)$1,230 IN ROYALTIES FROM A CANADIAN SOURCE (4)$22,086 IN RIGHTS AND REPRODUCTION INCOME FROM EUROPEAN SOURCES (5)$80 IN RIGHTS AND REPRODUCTION INCOME FROM A MEXICAN SOURCE (6)$5,825 IN LOAN FEE INCOME FROM EUROPEAN SOURCES 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) CONTRACTED WITH A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATED $56,652 DURING THE TAX YEAR. (2) MADE PAYMENTS TO SEVERAL EUROPEAN FIRMS WITH REGARD TO BUILDNG/SPACE DESIGN AND RENOVATION AGGREGATING $3,039,568. (3) MADE PAYMENTS TO SEVERAL EAST ASIA AND THE PACIFIC VENDORS WITH REGARD TO EXHIBITION DESIGN AGGREGATING $5,376. (4) PAID FOR SERVICES OR MATERIALS FROM EUROPEAN VENDORS AGGREGATING $7,175. 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 5782096 155000 5597096 5782096 155000 5597096 AR CA CO CT DC FL GA IL IN KY MD MA MN NH NJ NY OH OK PA RI SC TN TX VA WA GALA 2504880 2398905 105975 141097 6250 WEEKEND/HISTORY 2828906 2659006 169900 125930 17578 1 448310 419610 28700 28166 2900 5782096 5477521 304575 295193 26728 321921 -17346 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 $155,000 AND $10,798, RESPECTIVELY. BARBI ZAKIN EVENTS LLC'S ADDRESS IS AS FOLLOWS: 370 E. 76TH STREET, SUITE B 503 NEW YORK, NY 10021 true AMERICAN HISTORY BOOK CLUB PRIZE 1 50000 CHILDREN'S HISTORY BOOK CLUB PRIZE 1 10000 NEW AMERICAN'S CHILDREN'S HISTORY BOOK CLUB PRIZE 1 2000 Form 990, SCHEDULE I, Part I, Line 2 MONITORING THE USE OF GRANTS THE NEW-YORK HISTORICAL SOCIETY HAS THREE BOOK AWARDS. THE MONITORINGS OF THE GRANTS ARE AS FOLLOWS: THE AMERICAN HISTORY BOOK CLUB PRIZE ($50,000) IS AWARDED ANNUALLY TO AN AUTHOR FOR A NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO BOTH A GENERAL AND AN ACADEMIC AUDIENCE. IN SELECTING THE RECIPIENT OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF FIVE (FROM BOTH ACADEMIA AND LAY) SELECTS THREE AUTHORS. THE FINALIST IS SELECTED FROM THIS LIST. THE CHILDREN'S HISTORY BOOK CLUB PRIZE ($10,000) IS AWARDED ANNUALLY TO AN AUTHOR 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 RECIPIENT 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 NEW AMERICAN'S CHILDREN'S HISTORY BOOK CLUB PRIZE ($2,000) IS AWARDED ANNUALLY TO AN AUTHOR FOR A FICTION OR NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY FOR MIDDLE READERS THAT SPEAKS TO THE HISTORY OF IMMIGRANTS IN THE UNITED STATES. THE BOOK IS FURTHER DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO CHILDREN AND EDUCATORS. IN SELECTING THE RECIPIENT 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. X X X X X false false false false false false false true false Louise Mirrer President and CEO 549512 0 0 0 18792 0 54393 0 26607 0 649304 0 0 0 Jennifer Schantz SEC, EVP and COO 224272 0 50000 0 180 0 26013 0 47817 0 348282 0 0 0 Richard Shein Assistant Treasurer and CFO 177442 0 0 0 2792 0 15958 0 41839 0 238031 0 0 0 Andrew Buonpastore VP Operations 208873 0 0 0 516 0 18255 0 15455 0 243099 0 0 0 Marci Reaven-Tanis VP History Exhibits 170858 0 0 0 1092 0 14427 0 3878 0 190255 0 0 0 Michael Ryan VP Library Director 211885 0 0 0 724 0 18255 0 11249 0 242113 0 0 0 Matthew Bregman VP Development 192712 0 0 0 276 0 16679 0 35133 0 244800 0 0 0 Valerie Paley VP Center for Women's History 156627 0 0 0 568 0 13037 0 35691 0 205923 0 0 0 Margaret Hofer VP Museum Director 149902 0 0 0 276 0 13037 0 41523 0 204738 0 0 0 Sharon Dunn VP Education 147602 0 0 0 0 0 11798 0 0 0 159400 0 0 0 Dale Gregory VP Public Programs 146972 0 0 0 555 0 12110 0 24710 0 184347 0 0 0 Ines Aslan-Schwed VP Marketing and Communication 125260 0 0 0 151 0 6602 0 41000 0 173013 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 7 A BONUS BASED ON PERFORMANCE AND APPROVED IN ACCORDANCE WITH OUR COMPENSATION POLICY WAS PAID TO THE SECRETARY, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER IN THE AMOUNT OF $50,000 AND TO THE CREATIVE DIRECTOR OF EXHIBITIONS IN THE AMOUNT OF $10,000. X 69 0 X 1784 0 X 40 952230 FMV ON DATE RECEIVED X BOOKS, NEWSPAPERS, MAPS 492 0 0 X MANUSCRIPTS 28 0 0 X PHOTOGRAPHS AND ARCHITECH 3271 0 0 X OTHER PRINTED MATERIALS 189 0 0 13 false true false FORM 990, SCHEDULE M, PART I, LINE 33 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, SCHEDULE M, PART I COLUMN (B) THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED ON LINE 1(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 4A MUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF 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 2016, NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 450,000 PEOPLE, AND INCLUDED 16 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS TRAVELING EXHIBITIONS ON VIEW AT NINE (9) 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. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY REOPENED ITS FOURTH FLOOR EXHIBITION SPACES. THIS MAJOR RENOVATION CREATED A PERMANENT EXHIBITION SPACE TO TELL THE STORY OF AMERICAN HISTORY THROUGH MUSEUM AND LIBRARY COLLECTION ITEMS; A GALLERY THAT SHOWCASES MORE THAN 100 TIFFANY LAMPS, AND A ROTATING EXHIBITION SPACE TO TELL THE STORIES OF AMERICAN HISTORY THROUGH THE EYES OF WOMEN CREATED IN CONJUNCTION WITH THE NEWLY ESTABLISHED CENTER FOR WOMEN'S HISTORY. THIS UNPRECEDENTED CENTER FOCUSES ON REVEALING THE UNTOLD STORIES OF AMERICAN WOMEN THROUGH EXHIBITIONS, SCHOLARSHIP, PUBLIC PROGRAMS, AND DIGITAL INITIATIVES. 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 12 MILLION ITEMS. (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 BOTH 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 2016, 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 PURUSING 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. 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 2016, 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. THIS YEAR, NEW-YORK HISTORICAL ESTABLISHED THE CITIZENSHIP PROJECT, AN INNOVATIVE PROGRAM TO EDUCATE IMMIGRANTS AS THEY PURSUE U.S. CITIZENSHIP. THIS INNOVATIVE PROGRAM USES THE MUSEUM'S EXHIBITIONS AND COLLECTION ITEMS TO HELP CERTAIN VISA HOLDERS STUDY FOR THE CIVICS TEST ON THE U.S. NATURALIZATION EXAM. IN UPCOMING YEARS, THE NEW-YORK HISTORICAL SOCIETY WILL EXTEND THIS PROGRAM TO A NATIONAL AUDIENCE THROUGH ONLINE RESOURCES. 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 2016, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN ONE MILLION UNIQUE VISITS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 161,000 FOLLOWERS IN THE 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 AND CHIEF ADMINISTRATIVE OFFICER IS CHARGED WITH MAKING A GOOD FAITH EFFORT TO COLLECT EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS, AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES. PER THE CONFLICT OF INTEREST POLICY, A TRUSTEE, OFFICER, OR KEY EMPLOYEE WITH DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST MAY NOT PARTICIPATE IN THE VOTE ON THE MATTER PERTAINING TO THE CONFLICT. FORM 990, PART VI, LINE 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 PERFORMANCES 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 THE 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, COMPRISED OF 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 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG).