2016-04-29T08:32:30-05:00 2015-06-30 KPMG LLP 345 Park Avenue New York NY 101540102 990 2014-07-01 131624124 The New York Historical Society % RICHARD A SHEIN NEWY 2128733400 170 CENTRAL PARK WEST NEW YORK NY 100245194 RICHARD SHEIN ASSISTANT TREASURER AND CFO 2128733400 2016-04-28 true PHILLIP GROFF P01247783 2127589700 2016-04-22 2014 2016-08-17 19:52:53Z LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 100245194 51327557 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. 46 45 468 175 72834 -26576 36541659 27903340 3644565 3493116 2317743 3080574 2617845 2719318 45121812 37196348 50000 60000 0 0 13657253 13914253 145000 210000 2067448 16905396 35708546 30757649 49892799 14364163 -12696451 159988860 144345801 7339817 7379663 152649043 136966138 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 31359732 2149053 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, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O. 5596084 42519 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. 5144908 60000 1213223 EDUCATION AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PUBLIC PROGRAMS AND ITS WEB SITE. FOR MORE INFORMATION, SEE SCHEDULE O. 2809329 88321 AUXILIARY ACTIVITES 2809329 88321 44910053 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 156 0 true 468 true true true false false false false true true false false false false X 46 45 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 494830 0 72766 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 Morris W Offit Trustee 1.0 0.0 X 0 0 0 George E Pataki Trustee 1.0 0.0 X 0 0 0 Charles Phillips Trustee, through 7/9/14 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 Jennifer Schantz Sec; Gen Coun and CAO 35.0 0.0 X 167614 0 58832 Richard Shein Assistant Treasurer and CFO 35.0 0.0 X 166087 0 55170 Andrew Buonpastore VP Operations 35.0 0.0 X 193466 0 30587 Brian Allen VP Museum Director 35.0 0.0 X 244691 0 42301 Marci Reaven-Tanis VP History Exhibits 35.0 0.0 X 161801 0 17324 Michael Ryan VP Library Director 35.0 0.0 X 197202 0 25796 Sean Lally VP, Ch Advancement Off 35.0 0.0 X 171676 0 15190 Dale Gregory VP for Public Programs 35.0 0.0 X 122663 0 32731 Laura Washington VP Communications 35.0 0.0 X 138617 0 52469 Nina Nazionale Dir Lib Operations 35.0 0.0 X 106954 0 20828 Sharon Dunn VP Education 35.0 0.0 X 140494 0 11124 Valerie Paley VP Scholarly Programs 35.0 0.0 X 116449 0 42441 2422544 0 477559 14 false true false SECURITAS SECURITY SERVICES USA IN PO BOX 403412 ATLANTA GA 303843412 SEC GUARD AGENCY 1000206 PLATT BYARD DOVELL WHITE ARCHITECT 20 WEST 22ND STREET NEW YORK NY 10010 ARCHITECTS 524629 DONNA LAWRENCE PRODUCTIONS INC 624 BAXTER AVENUE LOUISVILLE NY 40204 FILM PRODUCTION 457565 LA PLACA COHEN 43 WEST 24 STREET NEW YORK NY 10010 ADVERTISING/PROMO 452680 EVA JIRICNA ARCHITECTS LTD 38 WARREN STREET LONDON 0 UK WIT 6AE DESIGNERS 313124 33 916135 4590891 532658 21863656 694964 27903340 Admission 900099 1680394 1680394 Education and Public Program Fees 900099 1175510 1175510 Travelling Exhib & Loan Fees 900099 383000 383000 Digitizing Fees 900099 30084 30084 MEMBERSHIP DUES (NON-DEDUCTIBLE) 900099 75425 75425 148703 148703 3493116 292093 292093 0 148493 148493 1603725 1603725 0 1603725 1603725 16009781 13221300 2788481 2788481 2788481 287525 4590891 309892 -22367 -22367 0 1156524 600017 556507 72834 483673 Cafe/Catering Fee Income 900099 371745 371745 Insurance Proceeds 36568 36568 Deaccession Proceeds 7500 7500 17147 17147 432960 37196348 3493116 72834 5727058 0 60000 60000 0 0 1441350 686769 754581 0 9424757 8033016 819396 572345 469105 406184 27233 35688 1588201 1280670 204379 103152 990840 781570 148354 60916 0 65075 51229 10320 3526 170945 170945 0 210000 210000 121006 121006 2463765 1980630 190707 292428 814387 755479 58776 132 523785 364333 49859 109593 244229 192097 22246 29886 0 1985650 1881899 71167 32584 102614 81553 6614 14447 0 12445 12340 105 0 0 6259077 6150666 72293 36118 341368 334108 4840 2420 COLLECTION ACQUISITIONS 12613636 12613636 WRITE OFF OF FIXED ASSETS 5627628 5627628 EXHIBITION COSTS 1675785 1675785 EQUIPMENT RENTAL AND REPAIR 1018267 827334 113017 77916 1668884 1113127 69460 486297 49892799 44910053 2915298 2067448 4428746 2945681 14079653 968775 8785609 14527289 338190 355912 0 0 0 0 0 0 274666 324846 2470858 2321674 117376946 43774947 77656544 73601999 26931776 22645888 25008418 26639337 0 0 0 0 14400 14400 159988860 144345801 3107389 3867659 0 0 1469055 744132 0 0 0 0 0 0 0 0 0 0 2763373 2767872 7339817 7379663 X 80007433 67040978 42893836 35646707 29747774 34278453 152649043 136966138 159988860 144345801 -12696451 -2986454 X false true X true true true X 25411706 17323536 19665695 36541659 27903340 126845936 0 0 25411706 17323536 19665695 36541659 27903340 126845936 19067351 107778585 665081 1158356 1851682 1795403 2044311 7514833 0 5160 204683 939125 459482 432960 2041410 136402179 20035240 0.79015 0.72640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 52399694 4530679 -30051 2515877 54384445 41494940 6126535 7061643 2283424 52399694 40752480 265000 2514004 2036544 41494940 41844185 1231000 -555509 1767196 40752480 30066084 8072294 5135903 1430096 41844185 0.03200 0.63000 0.33800 false false 684664 684664 82578001 32796925 49781076 482644 482644 7576347 4114043 3462304 26055290 6381335 19673955 73601999 ALTERNATIVE INVESTMENTS 26639337 F 26639337 0 ASSET RETIREMENT OBLIGATION 2767872 2767872 X 34284805 -2986454 -404100 -3390554 37675359 121006 -600017 -479011 37196348 49967710 600017 600017 49367693 121006 404100 525106 49892799 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 N-YHS' 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 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. 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 WEB SITE 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 4.6% MUSEUM 7.4% PUBLIC AND EDUCATIONAL 20.9% COLLECTION ACQUISITION .4% UNRESTRICTED 66.7% 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, 2015 AND 2014, 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 ($404,100) LINE 4B - COST OF INVENTORY SOLD ($600,017) FORM 990, SCHEDULE D, PART XII RECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $600,017 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $404,100 Central America and the Caribbean INVESTMENTS 20169207 Europe (Including Iceland and Greenland) PROGRAM SERVICES CATALOGUE PUBLISHING 37674 Europe (Including Iceland and Greenland) PROGRAM SERVICES EXHIBITION DESIGN 396001 Europe (Including Iceland and Greenland) PROGRAM SERVICES OTHER 14102 East Asia and the Pacific PROGRAM SERVICES OTHER 8699 North America PROGRAM SERVICES OTHER 6200 20631883 20631883 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)$3,480,425 IN PROCEEDS FROM THE LIQUIDATION OF AN INVESTMENT FROM A CARIBBEAN COUNTRY (2)$26,125 IN ROYALTIES FROM EUROPEAN SOURCES (3)$15,000 IN EVENT RENTAL INCOME FROM A EUROPEAN SOURCE (4)$2,687 OF OTHER INCOME FROM VARIOUS SOURCES THE NEW-YORK HISTORICAL SOCIETY MADE ONE $3,000,000 TRANSFER TO A CARIBBEAN COUNTRY TO OPEN A NEW INVESTMENT. 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 TWO EUROPEAN PUBLISHERS FOR EXHIBITION CATALOGUES. FUND TRANSFERS AGGREGATED $37,675 DURING THE TAX YEAR. (2) MADE PAYMENTS TO SEVERAL EUROPEAN FIRMS WITH REGARD TO EXHIBITION DESIGN AGGREGATING $396,001. (3) PAID FOR SERVICES OR MATERIALS FROM SEVERAL FOREIGN ENTITIES AGGREGATING $29,001. 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 4876466 150000 4726466 NGK GLOBAL LLC 25 E 67 STREET 5C NEW YORK NY 10065 SPEC EVENTS false 213186 60000 153186 5089652 210000 4879652 AR CA CO CT DC FL IL MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA WA GALA 2142245 2017370 124875 168076 6550 WEEKEND/HISTORY 2345246 2204996 140250 72603 3510 16268 2 390925 368525 22400 38012 4873 4878416 4590891 287525 278691 3510 27691 309892 -22367 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 $150,000 AND $10,043, RESPECTIVELY. BARBI ZAKIN EVENTS LLC'S ADDRESS IS AS FOLLOWS: 370 E 76th STREET, SUITE B 503 NEW YORK, NY 10021 IN THE TAX YEAR, NEW YORK HISTORICAL SOCIETY PAID $60,000 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 10065 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 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. X X X X X false false false false false false false false false Louise Mirrer President and CEO 494038 0 0 0 792 0 47075 0 25691 0 567596 0 0 0 Jennifer Schantz Sec; Gen Coun and CAO 167434 0 0 0 180 0 15214 0 43618 0 226446 0 0 0 Richard Shein Assistant Treasurer and CFO 165295 0 0 0 792 0 14683 0 40487 0 221257 0 0 0 Andrew Buonpastore VP Operations 192950 0 0 0 516 0 16697 0 13890 0 224053 0 0 0 Brian Allen VP Museum Director 244304 0 0 0 387 0 21762 0 20539 0 286992 0 0 0 Marci Reaven-Tanis VP History Exhibits 161009 0 0 0 792 0 13466 0 3858 0 179125 0 0 0 Michael Ryan VP Library Director 196659 0 0 0 543 0 16767 0 9029 0 222998 0 0 0 Sean Lally VP, Ch Advancement Off 171577 0 0 0 99 0 14233 0 957 0 186866 0 0 0 Dale Gregory VP for Public Programs 122013 0 0 0 650 0 9647 0 23084 0 155394 0 0 0 Laura Washington VP Communications 138439 0 0 0 178 0 12000 0 40469 0 191086 0 0 0 Sharon Dunn VP Education 140494 0 0 0 0 0 11124 0 0 0 151618 0 0 0 Valerie Paley VP Scholarly Programs 116256 0 0 0 193 0 9075 0 33366 0 158890 0 0 0 X 36 X 200 X 29 694964 FMV ON DATE RECEIVED X 27 X BOOKS, PAMPHLETS, NEWSPAPERS 100 0 0 X MANUSCRIPTS 24 0 0 X OTHER 7 0 0 8 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 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, 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 PRISM 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. THE NEW-YORK HISTORICAL SOCIETY REOPENED ITS BUILDING TO THE PUBLIC IN NOVEMBER 2011 AFTER EXTENSIVE RENOVATION. Almost 500,000 PERSONS VISITED THE NEW-YORK HISTORICAL SOCIETY in 2015. IN ADDITION, THROUGH THE NEW-YORK HISTORICAL SOCIETY'S "SHARING A NATIONAL TREASURE" TRAVELLING EXHIBITION PROGRAM, SEVERAL EXHIBITIONS OR PANEL SHOWS TOURED OTHER MUSEUMS WITH ATTENDANCE OF APPROXIMATELY 165,000 PERSONS. IN ADDITION, THE NEW-YORK HISTORICAL SOCIETY 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 FROM 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 TEACHER PROFESSIONAL-DEVELOPMENT PROGRAMS AND DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING THE TAX YEAR, APPROXIMATELY 400,000 PERSONS were served through the EDUCATION PROGRAMS OFFERED BY NEW-YORK HISTORICAL IN BOTH ITS BUILDING AND OFFSITE. ADULT PUBLIC PROGRAMS FOSTER LIFELONG LEARNING AND A DEEPER APPRECIATION OF THE RELEVANCE OF HISTORY AND UNDERSTANDING OF 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 WEB SITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA OUTREACH (facebook, twitter, instragram, tumbler, and pintrest), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS AND ON-LINE EXHIBITS AVAILABLE REMOTELY. IN THE TAX YEAR N-YHS recorded over one million UNIQUE VISITS TO THE WEB SITE AND has OVER 135,000 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, 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 CHAIRMAN OF THE BOARD. THE CHAIRMAN OF THE BOARD LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE CHAIRMAN 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 WEB SITE (WWW.NYHISTORY.ORG).