2014-04-18T10:28:30-05:00 2013-06-30 KPMG LLP 345 Park Avenue New York NY 101540102 990 2012-07-01 131624124 NEW YORK HISTORICAL SOCIETY % RICHARD A SHEIN NEWY 2128733400 170 CENTRAL PARK WEST Suite NEW YORK NY 100245194 LOUISE MIRRER 2128733400 2014-04-16 true 2127589700 2012 2015-11-30 17:44:51Z Louise Mirrer 170 Central Park West New York NY 100245194 45612917 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. 52 50 381 175 33545 -15368 17323536 19665695 2680197 3076101 405497 1298757 1404775 2963696 21814005 27004249 50000 50000 0 0 11064619 12835919 145000 140000 1528149 16050668 15729337 27310287 28755256 -5496282 -1751007 143116861 139567864 9368478 6176094 133748383 133391770 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 12113858 1647243 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 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 1.6 MILLION WORKS. EXHIBITIONS, BOTH PERMANENT AND CHANGING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O. 4921182 50000 252972 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. THE LIBRARY'S COLLECTION CONTAINS MORE THAN 3 MILLION ITEMS. FOR MORE INFORMATION, SEE SCHEDULE O. 4724241 1039176 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. 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CONTRACTING 698077 LA PLACA COHEN 43 WEST 24TH STREET - 10TH FLOOR NEW YORK NY 10010 ADVERTISING/PROMO 641062 KENNETH ASMAR CUSTOM INTERIORS INC 548 SHREWSBURY AVE TINTON FALLS NJ 07701 CARPENTRY/CONSTRUCTI 554075 NELSON AIR DEVICE CORP 46-28 54TH AVE MASPETH NY 11378 HVAC CONTRACTING 517473 33 737926 4701701 987443 13238625 446819 19665695 ADMISSIONS 900099 1338259 1338259 EDUCATION AND PUBLIC PROGRAM FEES 900099 1039176 1039176 TRAVELLING EXHIB & LOAN FEES 900099 174984 174984 MEMBERSHIP DUES (NON-DEDUCTIBLE) 900099 63893 63893 DIGITIZING FEES 900099 238778 238778 221011 221011 3076101 291994 291994 0 258003 258003 1301685 1301685 0 1301685 1301685 18888277 17881514 1006763 1006763 1006763 317205 4701701 298333 18872 18872 0 874832 428821 446011 33545 412466 CAFE/CATERING FEE INCOME 722320 317662 317662 INSURANCE PROCEEDS 900099 496540 496540 DEACCESION PROCEEDS 900099 108928 108928 15995 15995 939125 27004249 3076101 33545 4228908 X 0 50000 50000 0 0 1672871 677343 775510 220018 0 8651306 7475547 793358 382401 433317 382898 29924 20495 1198031 1017556 119382 61093 880394 686230 138027 56137 0 124510 105603 13373 5534 165000 165000 0 140000 140000 134734 134734 1538885 1283243 138535 117107 677894 604833 73061 433057 259016 94661 79380 269768 229317 11778 28673 0 2098436 1986361 74717 37358 73963 54245 9396 10322 0 13993 11113 2870 10 12227 12227 0 5712300 5609436 69136 33728 169241 161914 4885 2442 EXHIBITION COSTS (SEE SCH O) 1437904 1437904 EQUIPMENT RENTAL AND REPAIR 704787 631808 54056 18923 PRINTING AND PUBLICATIONS 394197 258921 42373 92903 OTHER SUPPLIES 681242 446767 33184 201291 1087199 994712 72153 20334 28755256 24364767 2862340 1528149 1473009 2262555 1245996 4539638 15525403 8267199 302131 858512 0 0 0 0 0 0 275087 251135 2135924 2408177 114483693 33711385 84855431 80772308 20658595 20349356 16630885 19844584 0 0 0 0 14400 14400 143116861 139567864 6440206 2933501 0 0 395899 596220 0 0 0 0 0 0 0 0 0 0 2532373 2646373 9368478 6176094 X 89539464 84586239 18852680 23184292 25356239 25621239 133748383 133391770 143116861 139567864 -1751007 1394394 X false true X true true true X 42029646 45530214 25411706 17323536 19665695 149960797 0 0 42029646 45530214 25411706 17323536 19665695 149960797 37353375 112607422 994442 833083 665081 1158356 1851682 5502644 0 0 0 0 0 48275 65424 5160 204683 939125 1262667 156726108 14403118 0.71850 0.68692 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 40752480 265000 2514004 2036544 41494940 41844185 1231000 -555509 1767196 40752480 30066084 8072294 5135903 1430096 41844185 20704377 8697440 1564998 900731 30066084 24881590 1963024 -5866989 0 273248 0 20704377 0.00860 0.61750 0.39110 false false 684664 684664 82473337 25207198 57266139 482644 482644 0 6830619 2917377 3913242 24012429 5104166 18908263 80772308 ALTERNATIVE INVESTMENTS 19844584 F 19844584 0 ASSET RETIREMENT OBLIGATION 2646373 2646373 X 28378246 1394394 -314484 1079910 27298336 134734 -428821 -294087 27004249 28734859 428821 428821 28306038 134734 314484 449218 28755256 FORM 990, SCH 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, SCH D, PART III, LINE 4 DESCRIPTION OF SOCIETY'S COLLECTIONS THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM HOLDINGS COMPRISE MORE THAN 1.6 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 ITEMS, SHIP MODELS, AND CARRIAGES. APPROXIMATELY 40,000 ITEMS IN THE COLLECTION ARE ON PERMANENT VIEW IN THE NEW-YORK HISTORICAL SOCIETY'S BUILDING AS A "VISIBLE STORAGE" INSTALLATION IN THE HENRY LUCE III CENTER FOR THE STUDY OF AMERICAN CULTURE. 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 3 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, SCH D, PART V, LINE 4 INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 2.3% MUSEUM 11.5% PUBLIC AND EDUCATIONAL 20.3% COLLECTION ACQUISITION .5% UNRESTRICTED 65.4% FORM 990, SCH 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, 2013 AND 2012, 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, SCH D, PART XI RECONCILIATION OF REVENUE WITH AUDIT REPORT LINE 2D - INDIRECT COST OF SPECIAL EVENTS ($314,484) LINE 4B - COST OF INVENTORY SOLD ($428,821) FORM 990, SCH D, PART XII RECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $428,821 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $314,484 Central America and the Caribbean Investments 17186175 Europe (Including Iceland and Greenland) Program Services CATALOGUE PUBLISHING 150578 Europe (Including Iceland and Greenland) Program Services EXHIB DESIGN 152533 Europe (Including Iceland and Greenland) Program Services FELLOWSHIP 51987 Europe (Including Iceland and Greenland) Program Services OTHER 24740 North America Program Services OTHER 6200 17572213 17572213 true true true true false false FORM 990, SCH 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)$1,333,200 FROM THE PARTIAL LIQUIDATION OF A CAYMAN ISLANDS INVESTMENT. (2)$24,406 IN ROYALTIES FROM EUROPEAN SOURCES (3)$20,950 IN EVENT RENTAL INCOME FROM A MEXICAN COMPANY (4)$2,170 OF PROGRAM SERVICE (OBJECT LOAN) FEES FROM A EUROPEAN SOURCE THE NEW-YORK HISTORICAL SOCIETY MADE TRANSFERS TO THREE INVESTMENTS, ALL IN CARIBBEAN COUNTRIES. TRANSFERS TOTALED $5,000,000. 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 $150,578 DURING THE TAX YEAR. (2) MADE PAYMENTS TO SEVERAL EUROPEAN FIRMS WITH REGARD TO EXHIBITION DESIGN AGGREGATING $152,533. (3 )REIMBURSED ONE EUROPEAN UNIVERSITY FOR FELLOWSHIP COSTS OF ONE OF ITS STAFF MEMBERS, TOTALING $51,987. (4) PAID FOR SERVICES OR MATERIALS FROM SEVERAL FOREIGN ENTITIES AGGREGATING $30,940. X X X X X X true Barbi Zakin Events LLC Spec Events false 5002406 140000 4862406 5002406 140000 4862406 AR CA CO CT DC FL IL MD MA MI MS NJ NY NC OH PA RI SC TN VA GALA 2408253 2264728 143525 108519 6280 6525 WEEKEND/HISTOR 2245693 2100663 145030 120724 1010 16806 2 364960 336310 28650 36594 1875 5018906 4701701 317205 265837 7290 25206 298333 18872 FORM 990, SCH 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 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 $140,000 AND $12,779, RESPECTIVELY. true American History Book Club Prize 1 50000 MONITORING THE USE OF GRANT FORM 990, SCH I, PART I, LINE 2 THE AMERICAN HISTORY BOOK CLUB PRIZE 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 true false LOUISE MIRRER 416773 0 50000 0 516 0 44747 0 25748 0 537784 0 0 0 JENNIFER SCHANTZ 145732 0 0 0 120 0 13248 0 39754 0 198854 0 0 0 RICHARD SHEIN 145390 0 0 0 516 0 12820 0 35872 0 194598 0 0 0 SHARON DUNN 147856 0 1000 0 0 0 12133 0 0 0 160989 0 0 0 LAURA WASHINGTON 129765 0 0 0 162 0 11254 0 35808 0 176989 0 0 0 JEAN ASHTON THRU 62812 126242 0 0 0 10537 0 11171 0 11399 0 159349 0 0 0 ANDREW BUONPASTORE 182229 0 25000 0 276 0 18247 0 12158 0 237910 0 0 0 Linda Ferber 169130 0 0 0 0 0 14510 0 3500 0 187140 0 0 0 Sean Lally 154805 0 0 0 96 0 894 0 7318 0 163113 0 0 0 Marci Reaven-Tanis 152000 0 0 0 516 0 8913 0 3355 0 164784 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 7 NON-FIXED BONUS OR INCENTIVE COMPENSATION BONUSES BASED ON PERFORMANCE WERE PAID TO THE PRESIDENT & CEO, VP- OPERATIONS, AND VP-EDUCATION IN THE AMOUNTS OF $50,000, $25,000, AND $1,000, RESPECTIVELY. X 12 X 14 249040 FMV on date received X 1 197779 FMV on date received X 346 7 false true false FORM 990, SCH M, PART I, LINE 1(B) THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED ON LINE 1(B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. 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 XIV, 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 1.6 MILLION WORKS. (SEE SCHEDULE D, PART XIV 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. OVER 300,000 PERSONS ATTENDED EXHIBITIONS IN THE NEW-YORK HISTORICAL SOCIETY'S BUILDING DURING THE TAX YEAR. IN ADDITION, THROUGH THE NEW-YORK HISTORICAL SOCIETY'S "SHARING A NATIONAL TREASURE" TRAVELLING EXHIBITION PROGRAM, SEVERAL EXHIBITIONS OR PANEL SHOWS TOURED OTHER MUSEUMS OR SPACES WITH ATTENDANCE OF OVER 200,000 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 SIXTEEN 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 3 MILLION ITEMS. (SEE SCHEDULE D, PART XIV 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, OVER 160,000 PERSONS ATTENDED 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, APPROXIMATELY 20,000 PERSONS BENEFITED FROM NEW-YORK HISTORICALS'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, MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS AND ON-LINE EXHIBITS AVAILABLE REMOTELY. IN THE TAX YEAR OVER 800,000 UNIQUE VISITS TO THE WEB SITE AND OVER 100,000 UNIQUE SOCIAL MEDIA AND DIGITAL AUDIENCE MEMBERS WERE RECORDED. FORM 990, PART III, 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 4 CHANGE TO ORGANIZATION DOCUMENTS THE BY-LAWS OF THE SOCIETY WERE AMENDED ON MAY 13, 2013 CREATING A NON-VOTING CLASS OF TRUSTEES. TRUSTEES FOR THIS NEW CLASS WERE NOMINATED IN JUNE 2013 AND APPROVED BY THE BOARD OF TRUSTEES IN SEPTEMBER 2013. 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, SECTION B, 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 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 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) FORM 990, PART IX, LINE 24A EXPENSE DETAILS OTHER FEES FOR SERVICES, LINE 11G: HONORARIUM 31,000 LECTURER/PERFORMERS 109,904 PAYROLL SERVICE COMPANY 50,912 DESIGN FEES 23,674 PR CONSULTANTS 126,750 VARIOUS - LIBRARY 145,076 VARIOUS - MUSEUM & EXHIB 223,425 VARIOUS - EDU. & PUBLIC PRG. 166,045 VARIOUS - OTHER 275,359 AGENCY TEMPORARY STAFF 386,740 ------------------------------------------------ Total 1,538,885 OCCUPANCY COSTS, LINE 16: SPACE RENTALS 230,521 UTILITIES 1,745,795 PROPERTY INSURANCE 122,120 ------------------------------------------------ TOTAL 2,098,436 EXHIBITION COSTS, LINE 24A: EXHIBITION AND OBJECT LOAN FEES 40,606 RIGHTS 111,228 CONSERVATION 34,469 DESIGN AND INSTALLATION 648,994 GRAPHICS 156,579 FILM PRODUCTION 154,752 EXHIBITION AND ART SHIPPING COSTS 197,752 OTHER 93,524 ------------------------------------------------ TOTAL 1,437,904 FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS UNREALIZED NET GAIN ON INVESTMENTS $1,394,394