2017-04-26T11:29:53-05:00 2016-06-30 KPMG LLP 345 Park Avenue New York NY 101540102 990 2015-07-01 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 2017-04-25 true phillip groff P01247783 2127589700 2017-04-25 2015 2021-01-29 14:40:06Z LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 10024 46410876 false X WWW.NYHISTORY.ORG X 1809 NY 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 48 472 165 34598 -26411 27903340 29059900 3493116 3889387 3080574 180983 2719318 2483921 37196348 35614191 60000 60000 0 0 13914253 15652812 210000 205000 2437148 35708546 18563828 49892799 34481640 -12696451 1132551 144345801 144785492 7379663 8778805 136966138 136006687 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 14985109 2323787 MUSEUM AND MUSEUM EXHIBITIONS- THE MISSION OF THE 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. 5802544 3901 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. 5699085 60000 1473157 EDUCATION 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. 2920959 88542 AUXILIARY ACTIVITES 2920959 88542 29407697 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 185 0 true 472 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 IL MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN 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 494731 0 73312 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 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 Scott Delman 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 Agnes Hsin-Mei Hsu-Tang Trustee 1.0 0.0 X 0 0 0 Edward R Hintz Trustee 1.0 0.0 X 0 0 0 Lon Jacobs 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 Lewis E Lehrman Trustee 1.0 0.0 X 0 0 0 Glen S Lewy Trustee 1.0 0.0 X 0 0 0 Tarky Lombardi Jr Trustee 1.0 0.0 X 0 0 0 Carl B Menges Trustee 1.0 0.0 X 0 0 0 John Monsky Trustee 1.0 0.0 X 0 0 0 Neal Moszkowski Trustee 1.0 0.0 X 0 0 0 Stuart J Rabin Trustee 1.0 0.0 X 0 0 0 Charles M Royce Trustee 1.0 0.0 X 0 0 0 Thomas A Saunders III Trustee 1.0 0.0 X 0 0 0 Benno Schmidt Trustee 1.0 0.0 X 0 0 0 Bernard L Schwartz Trustee 1.0 0.0 X 0 0 0 Michelle Smith 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 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 Roy Zuckerberg Trustee 1.0 0.0 X 0 0 0 Andrew H Tisch Trustee (BEGAN 2/8/16) 1.0 0.0 X 0 0 0 Joel I Picket Trustee (BEGAN 2/8/16) 1.0 0.0 X 0 0 0 Jonathan M Moses Trustee (BEGAN 10/5/15 1.0 0.0 X 0 0 0 Suzanne F Peck Trustee (BEGAN 10/5/15) 1.0 0.0 X 0 0 0 Sy Sternberg Trustee (BEGAN 10/5/15) 1.0 0.0 X 0 0 0 Jennifer Schantz Sec; 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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 HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, THE HISTORY OF THE UNITED STATES IN GENERAL, AND THE HISTORY OF NEW YORK AND ITS PEOPLE IN PARTICULAR. 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. COLLECTION STRENGTHS INCLUDE 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 HOLDINGS CONTAIN 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 ON THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE 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 4.5% MUSEUM 13.8% PUBLIC AND EDUCATIONAL 19.9% COLLECTION ACQUISITION .4% UNRESTRICTED 61.4% 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 ENDING JUNE 30, 2016, AND JUNE 30, 2015, 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 RECONCILIATION OF REVENUE WITH AUDIT REPORT LINE 2D - INDIRECT COST OF SPECIAL EVENTS ($544,706) LINE 4B - COST OF INVENTORY SOLD ($566,755) FORM 990, SCHEDULE D, PART XII RECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $566,755 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $544,706 Central America and the Caribbean INVESTMENTS 16426452 Europe (Including Iceland and Greenland) PROGRAM SERVICES EXHIBITION DESIGN 1746969 Europe (Including Iceland and Greenland) PROGRAM SERVICES SPEAKER/PERFORMER 50000 East Asia and the Pacific PROGRAM SERVICES EXHIBITION DESIGN 19765 East Asia and the Pacific PROGRAM SERVICES OTHER 1318 18244504 18244504 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)$1,463,000 IN PROCEEDS FROM THE LIQUIDATION OF AN INVESTMENT FROM A CARIBBEAN COUNTRY (2)$2,334 IN ROYALTIES FROM EUROPEAN SOURCES (3)$47,500 IN EVENT RENTAL INCOME FROM A EUROPEAN SOURCE (4)$18,663 IN RIGHTS AND REPRODUCTION INCOME FROM EUROPEAN SOURCES (5) $17,940 IN LOAN FEE INCOME FROM EUROPEAN SOURCES (6) $1,960 OF OTHER 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 $50,000 DURING THE TAX YEAR. (2) MADE PAYMENTS TO SEVERAL EUROPEAN FIRMS WITH REGARD TO EXHIBITION DESIGN AGGREGATING $1,746,969. (3) MADE PAYMENTS TO SEVERAL EAST ASIA AND THE PACIFIC VENDORS WITH REGARD TO EXHIBITION DESIGN AGGREGATING $19,765. (4) PAID FOR SERVICES OR MATERIALS FROM EAST ASIA AND THE PACIFIC AGGREGATING $1,318. 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 5816781 160000 5656781 NGK GLOBAL LLC 25 E 67 STREET 5C NEW YORK NY 10065 SPEC EVENTS false 211697 45000 166697 6028478 205000 5823478 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 2843867 2691317 152550 185550 8330 WEEKEND/HISTORY 2620265 2452465 167800 130497 6535 16935 1 352649 330549 22100 24641 2660 5816781 5474331 342450 340688 6535 27925 375148 -32698 FORM 990, SCHEDULE G, PART I, LINE 2B FUNDRAISER THE NEW-YORK HISTORICAL SOCIETY CONTRACTED WITH TWO PROFESSIONAL FUNDRAISERS DURING THE TAX YEAR- BARBI ZAKIN EVENTS LLC. AND NGK GLOBAL LLC. CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE NEW-YORK HISTORICAL SOCIETY'S FUNDRAISING EVENTS 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. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE THREE EVENTS AGGREGATED $160,000 AND $12,841, RESPECTIVELY. BARBI ZAKIN EVENTS LLC'S ADDRESS IS AS FOLLOWS: 370 E 76TH STREET, SUIBE B 503 NEW YORK, NY 10021 IN THE TAX YEAR, NEW-YORK HISTORICAL SOCIETY PAID $45,000 TO NGK GLOBAL LLC. TO FUNDRAISE FOR FAMILY PROGRAMS. NGK GLOBAL LLC'S ADDRESS IS AS FOLLOWS: 25 EAST 67TH STREET, 5C NEW YORK, NY true AMERICAN HISTORY BOOK CLUB PRIZE 1 50000 CHILDREN'S HISTORY BOOK CLUB PRIZE 1 10000 FORM 990, SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANT THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS. THE MONITORING 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 ARE 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 ARE 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 false false Louise Mirrer President and CEO 493939 0 0 0 792 0 47038 0 26274 0 568043 0 0 0 Jennifer Schantz Sec; Gen Coun and COO 176770 0 0 0 180 0 16109 0 44933 0 237992 0 0 0 Richard Shein ASSISTANT Treasurer and CFO 175752 0 0 0 792 0 15410 0 38951 0 230905 0 0 0 Andrew Buonpastore VP Operations 202683 0 0 0 516 0 17638 0 14329 0 235166 0 0 0 Marci Reaven-Tanis VP History Exhibits 167101 0 0 0 792 0 13920 0 2846 0 184659 0 0 0 Michael Ryan VP Library Director 205701 0 0 0 724 0 17638 0 11127 0 235190 0 0 0 Dale Gregory VP for Public Programs 129960 0 0 0 556 0 10409 0 23678 0 164603 0 0 0 Sharon Dunn VP Education 143303 0 0 0 0 0 11368 0 0 0 154671 0 0 0 Valerie Paley VP Scholarly Programs 136608 0 0 0 236 0 11072 0 34687 0 182603 0 0 0 Matthew Bregman VP Development 186970 0 0 0 276 0 16109 0 34721 0 238076 0 0 0 Margaret Hofer VP Museum Director 117680 0 0 0 207 0 9668 0 39543 0 167098 0 0 0 X 419 X 46 X 22 333517 FMV ON DATE RECEIVED X 15 X Books, newspapers, maps 37 0 0 X Manuscripts 34 0 0 X Photographs and architechtural drawings 62 0 0 X Other printed MAT'L & PHOTOS 10000000 0 0 19 false true false FORM 990, SCH 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 IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. 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 GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND CHANGING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN 2016 NEW-YORK HISTORICALS EXHIBITIONS SERVED OVER 450,000 PEOPLE, AND INCLUDED 16 TEMPORARY EXHIBITIONS IN OUR MUSEUM AS WELL AS EXHIBITIONS TRAVELING TO 9 VENUES THROUGHOUT THE UNITED STATES. THESE EXHIBITIONS TELL THE STORY OF AMERICA THROUGH ARTIFACTS AND ART. IN ADDITION, NEW-YORK HISTORICAL LENDS 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 LAY PUBLIC, VISIT THE 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.) FORM 990, PART III, LINE 4C EDUCATION AND PUBLIC PROGRAMS THE EDUCATION DEPARTMENT OF THE NEW-YORK HISTORICAL SOCIETY ORGANIZES AND PRESENTS AN EXTENSIVE RANGE OF SCHOOL PROGRAMS, AND PROFESSIONAL-DEVELOPMENT PROGRAMS FOR TEACHERS AND DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING THE TAX YEAR, APPROXIMATELY 200,000 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH THE EDUCATION PROGRAMS OFFERED BY NEW-YORK HISTORICAL IN ITS BUILDING AND IN SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW YORK HISTORICALS CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW YORK HISTORICAL, OFFERS AN AWARD WINING HIGH SCHOOL INTERSHIP PROGRAM, WHERE 100% OF THE PARTICIPANTS GO ON TO COLLEGE. ADULT PUBLIC PROGRAMS FOSTER LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY AND THE NEW-YORK HISTORICAL SOCIETY'S PERMANENT AND SPECIAL EXHIBITIONS. DURING THE TAX YEAR, NEARLY 30,000 PERSONS BENEFITED FROM NEW-YORK HISTORICAL'S ADULT PUBLIC PROGRAMS. THE NEW-YORK HISTORICAL SOCIETY ALSO EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA OUTREACH (FACEBOOK, TWITTER, INSTAGRAM, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN THE TAX YEAR NEW-YORK HISTORICAL RECORDED MORE THAN ONE MILLION UNIQUE VISITS TO THE WEBSITE AND HAS MORE THAN 161,000 SOCIAL MEDIA FOLLOWERS. FORM 990, PART VI, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAMS CONSIST OF THE NEW-YORK HISTORICAL SOCIETY'S MUSEUM 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, 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).