NEW YORK HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK HISTORICAL SOCIETY (EIN 13-1624124)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201301289349300345
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T10:44:35-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624124 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RICHARD A SHEIN | InCareOfName |
| Name Control | NEWY | NameControl |
| Phone | 2128733400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 CENTRAL PARK WEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100245194 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUISE MIRRER | Name |
| Title | PRESIDENT & CEO | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127589700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Louise Mirrer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 Central Park West | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100245194 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47159451 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NYHISTORY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1809 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 54 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 52 | NbrIndependentVotingMembers |
| Total Nbr Employees | 337 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 27988 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -30185 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25411706 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17323536 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1515630 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2680197 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1350141 | InvestmentIncomePriorYear |
| Investment Income Current Year | 405497 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 661906 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1404775 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28939383 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21814005 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8690309 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11064619 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 142500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 145000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1757653 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11045500 | OtherExpensePriorYear |
| Other Expenses Current Year | 16050668 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19928309 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27310287 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9011074 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5496282 | RevenuesLessExpensesCY |
| Total Assets BOY | 149231250 | TotalAssetsBOY |
| Total Assets EOY | 143116861 | TotalAssetsEOY |
| Total Liabilities BOY | 9178435 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9368478 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 140052815 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 133748383 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE NEW-YORK HISTORICAL SOCIETY (THE "SOCIETY") 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11280505 | Expense |
| Revenue | 1374875 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4831643 | Expense |
| Revenue | 294128 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4668790 | Expense |
| Revenue | 838188 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2332239 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 50000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 173006 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23113177 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 337 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 54 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 52 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD A SHEIN | NamePerson |
| Telephone Number | 2124859245 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 CENTRAL PARK WEST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10024 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LOUISE MIRRER | ||||||||
| TRUSTEE, PRESIDENT & CEO | 35.0 | X | X | 365519 | 44158 | |||
| HELEN APPEL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES BASKER | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| WILLIAM BEEKMAN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| NORMAN BENZAQUEN | ||||||||
| TRUSTEE - JOINED 9/19/11 | 1.0 | X | ||||||
| JUDITH ROTH BERKOWITZ | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| DAVID BLIGHT | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| RIC BURNS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JAMES S CHANOS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| RAVENEL B CURRY III | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| SUSAN FRIER DANILOW | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ELIZABETH B DATER | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| BARBARA KNOWLES DEBS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JOSEPH A DIMENNA | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| CHARLES DORKEY III | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| NIALL FERGUSON | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| HENRY LOUIS GATES JR | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| EMANUEL E GEDULD | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| RICHARD GELFOND | ||||||||
| TRUSTEE - RESIGNED OCT 2011 | 1.0 | X | ||||||
| RICHARD GILDER | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JAMES GRANT | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| MARTIN J GROSS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ROGER HERTOG | ||||||||
| CHAIRMAN | 1.0 | X | X | |||||
| ROBERTA P HUBER | ||||||||
| TRUSTEE - RESIGNED OCT 2011 | 1.0 | X | ||||||
| KENNETH T JACKSON | ||||||||
| TRUSTEE AND SR HISTORIAN | 1.0 | X | 25591 | 2565 | ||||
| LAWRENCE JACOBS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| DAVID M KENNEDY | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| PATRICIA KLINGENSTEIN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| SIDNEY LAPIDUS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| LEWIS E LEHRMAN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ALAN LEVENSTEIN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| GLEN S LEWY | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| IRA A LIPMAN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| TARKY LOMBARDI JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JON MEACHAM | ||||||||
| TRUSTEE - JOINED 5/14/12 | 1.0 | X | ||||||
| CARL B MENGES | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JOHN MONSKY | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| SARAH E NASH | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| NANCY NEWCOMB | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| MORRIS OFFIT | ||||||||
| TRUSTEE - JOINED 5/14/12 | 1.0 | X | ||||||
| GEORGE E PATAKI | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| RUSSELL P PENNOYER | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| CHARLES PHILLIPS | ||||||||
| TRUSTEE - JOINED 5/14/12 | 1.0 | X | ||||||
| STUART J RABIN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| RICHARD REISS | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| CHARLES M ROYCE | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| THOMAS A SAUNDERS III | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| PAM B SCHAFLER | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | |||||
| BENNO C SCHMIDT JR | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| BERNARD L SCHWARTZ | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| MICHELLE SMITH | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| ERNEST TOLLERSON | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| IRA UNSCHULD | ||||||||
| TRUSTEE - JOINED 9/19/11 | 1.0 | X | ||||||
| SUE ANN WEINBERG | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| MICHAEL WEISBERG | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| BYRON R WIEN | ||||||||
| TRUSTEE | 1.0 | X | ||||||
| JENNIFER SCHANTZ | ||||||||
| SEC'Y & GEN COUN & CAO | 35.0 | X | 144335 | 12429 | ||||
| RICHARD SHEIN | ||||||||
| TREAS & CFO | 35.0 | X | 139357 | 38584 | ||||
| SHARON DUNN | ||||||||
| VP EDUCATION | 35.0 | 156000 | 4680 | X | ||||
| JEAN ASHTON | ||||||||
| EXEC VP & DIR OF LIBRARY | 35.0 | 170267 | 24965 | X | ||||
| ANDREW BUONPASTORE | ||||||||
| VP OPERATIONS | 35.0 | 175059 | 15975 | X | ||||
| LAURA WASHINGTON | ||||||||
| VP COMMUNICATIONS | 35.0 | 115071 | 38814 | X | ||||
| MARCI REAVEN-TANIS | ||||||||
| VP FOR HISTORY EXHIBITIONS | 35.0 | 117873 | 2055 | X | ||||
| HEIDI WIRTH | ||||||||
| DIR OF MUSUEM ADMIN | 35.0 | 108295 | 21339 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1517367 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 205564 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NEAD ELECTRIC INC | |||||
| 187 EAST UNION AVE | EAST RUTHERFORD | NJ | 07073 | ELECTR. CONTRACTING | 2178593 |
| NELSON AIR DEVICE CORP | |||||
| 46-28 54TH AVE | MASPETH | NY | 11378 | HVAC CONTRACTING | 1277576 |
| AMERICAN ARCHITECTURAL INC | |||||
| 2260 STATE RD | BENSALEM | PA | 19020 | ARCHITECTS | 1557622 |
| DONNA LAWRENCE PRODUCTIONS INC | |||||
| 624 BAXTER AVENUE | LOUISVILLE | KY | 40204 | FILM PRODUCTION | 1274434 |
| AJAC GENERAL CONTRACTORS INC | |||||
| 312 WILLIS AVE | MINEOLA | NY | 11501 | CONSTRUCTION | 1475626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 61 | NumberOfContractorsGT100K |
| Membership Dues | 480452 | MembershipDues |
| Fundraising Events | 4447807 | FundraisingEvents |
| Government Grants | 2293245 | GovernmentGrants |
| All Other Contributions | 10102032 | AllOtherContributions |
| Noncash Contributions | 314503 | NoncashContributions |
| Total Contributions | 17323536 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 672235 | 672235 |
| EDUCATION AND PUBLIC PROGRAM FEES | 900099 | 838188 | 838188 |
| TRAVELLING EXHIB & LOAN FEES | 900099 | 702641 | 702641 |
| MEMBERSHIP DUES (NON-DEDUCTIBLE) | 900099 | 42225 | 42225 |
| DIGITIZING FEES | 900099 | 282266 | 282266 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142642 | TotalRevenueColumn |
| Related Or Exempt Function Income | 142642 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2680197 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 266912 | TotalRevenueColumn |
| Exclusion | $266,912 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123623 | TotalRevenueColumn |
| Exclusion | $123,623 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 767821 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 767821 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 767821 | TotalRevenueColumn |
| Exclusion | $767,821 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24920603 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24782018 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138585 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138585 | TotalRevenueColumn |
| Exclusion | $138,585 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 310850 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 4447807 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 309227 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1623 | TotalRevenueColumn |
| Exclusion | $1,623 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 561226 | GrossSalesOfInventory |
| Cost Of Goods Sold | 254201 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 307025 | TotalRevenueColumn |
| Unrelated Business Revenue | 27988 | UnrelatedBusinessRevenue |
| Exclusion | $279,037 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| VENDING MACHINE INCOME | 900099 | 4970 | $4,970 |
| CAFE IMPROVEMENT FEE | 900099 | 8930 | $8,930 |
| CAFE/CATERING FEE INCOME | 722100 | 189319 | $189,319 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1464 | TotalRevenueColumn |
| Exclusion | $1,464 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 204683 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21814005 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2680197 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 27988 | UnrelatedBusinessRevenue |
| Exclusion | $1,782,284 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Program Services | 50000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1715481 | Total |
| Program Services | 904690 | ProgramServices |
| Management And General | 789557 | ManagementAndGeneral |
| Fundraising | 21234 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7447008 | Total |
| Program Services | 6438864 | ProgramServices |
| Management And General | 550226 | ManagementAndGeneral |
| Fundraising | 457918 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243642 | Total |
| Program Services | 206860 | ProgramServices |
| Management And General | 18088 | ManagementAndGeneral |
| Fundraising | 18694 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884252 | Total |
| Program Services | 750758 | ProgramServices |
| Management And General | 65649 | ManagementAndGeneral |
| Fundraising | 67845 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774236 | Total |
| Program Services | 609278 | ProgramServices |
| Management And General | 115171 | ManagementAndGeneral |
| Fundraising | 49787 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35053 | Total |
| Program Services | 28816 | ProgramServices |
| Management And General | 3955 | ManagementAndGeneral |
| Fundraising | 2282 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167547 | Total |
| Management And General | 167547 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145000 | Total |
| Fundraising | 145000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144240 | Total |
| Management And General | 144240 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2735987 | Total |
| Program Services | 2116850 | ProgramServices |
| Management And General | 144298 | ManagementAndGeneral |
| Fundraising | 474839 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699866 | Total |
| Program Services | 606368 | ProgramServices |
| Management And General | 87182 | ManagementAndGeneral |
| Fundraising | 6316 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753985 | Total |
| Program Services | 593901 | ProgramServices |
| Management And General | 43873 | ManagementAndGeneral |
| Fundraising | 116211 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302321 | Total |
| Program Services | 255849 | ProgramServices |
| Management And General | 15921 | ManagementAndGeneral |
| Fundraising | 30551 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2002871 | Total |
| Program Services | 1893393 | ProgramServices |
| Management And General | 69952 | ManagementAndGeneral |
| Fundraising | 39526 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103470 | Total |
| Program Services | 85403 | ProgramServices |
| Management And General | 12902 | ManagementAndGeneral |
| Fundraising | 5165 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10558 | Total |
| Program Services | 10426 | ProgramServices |
| Management And General | 86 | ManagementAndGeneral |
| Fundraising | 46 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6819 | Total |
| Management And General | 6819 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4509945 | Total |
| Program Services | 4420483 | ProgramServices |
| Management And General | 58691 | ManagementAndGeneral |
| Fundraising | 30771 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121390 | Total |
| Program Services | 116913 | ProgramServices |
| Management And General | 2985 | ManagementAndGeneral |
| Fundraising | 1492 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITION COSTS (SEE SCH O) | 1909131 | 1909131 | ||
| EQUIPMENT RENTAL AND REPAIR | 929248 | 865839 | 34871 | 28538 |
| PRINTING AND PUBLICATIONS | 443925 | 328875 | 15967 | 99083 |
| OTHER SUPPLIES | 639791 | 464713 | 33890 | 141188 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534521 | Total |
| Program Services | 455767 | ProgramServices |
| Management And General | 57587 | ManagementAndGeneral |
| Fundraising | 21167 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27310287 | Total |
| Program Services | 23113177 | ProgramServices |
| Management And General | 2439457 | ManagementAndGeneral |
| Fundraising | 1757653 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492518 | BOY |
| EOY | 1473009 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11404125 | BOY |
| EOY | 1245996 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28047485 | BOY |
| EOY | 15525403 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174353 | BOY |
| EOY | 302131 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120316 | BOY |
| EOY | 275087 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2759562 | BOY |
| EOY | 2135924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112854516 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27999085 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68894306 | BOY |
| EOY | 84855431 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24823938 | BOY |
| EOY | 20658595 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12500247 | BOY |
| EOY | 16630885 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14400 | BOY |
| EOY | 14400 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149231250 | BOY |
| EOY | 143116861 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6117188 | BOY |
| EOY | 6440206 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 575187 | BOY |
| EOY | 395899 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2486060 | BOY |
| EOY | 2532373 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9178435 | BOY |
| EOY | 9368478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42362498 | BOY |
| EOY | 89539464 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73565078 | BOY |
| EOY | 18852680 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24125239 | BOY |
| EOY | 25356239 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140052815 | BOY |
| EOY | 133748383 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149231250 | BOY |
| EOY | 143116861 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5496282 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -808150 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36712178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42029646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45530214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25411706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17323536 | CurrentTaxYear |
| Total | 167007280 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36712178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42029646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45530214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25411706 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17323536 | CurrentTaxYear |
| Total | 167007280 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 48584868 | AmountsSubstContributorsTotal |
| Public Support Total170 | 118422412 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 886695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 994442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 833083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 665081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1158356 | CurrentTaxYear |
| Total | 4537657 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 526985 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 204683 | CurrentTaxYear |
| Total | 850527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 172395464 | TotalSupport |
| Gross Receipts From Admissions Etc | 12105028 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68692 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75721 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41844185 | BeginningOfYearBalance |
| Contributions | 1231000 | Contributions |
| Investment Earnings Or Losses | -555509 | InvestmentEarningsOrLosses |
| Other Expenditures | 1767196 | OtherExpenditures |
| End Of Year Balance | 40752480 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30066084 | BeginningOfYearBalance |
| Contributions | 8072294 | Contributions |
| Investment Earnings Or Losses | 5135903 | InvestmentEarningsOrLosses |
| Other Expenditures | 1430096 | OtherExpenditures |
| End Of Year Balance | 41844185 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20704377 | BeginningOfYearBalance |
| Contributions | 8697440 | Contributions |
| Investment Earnings Or Losses | 1564998 | InvestmentEarningsOrLosses |
| Other Expenditures | 900731 | OtherExpenditures |
| End Of Year Balance | 30066084 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24881590 | BeginningOfYearBalance |
| Contributions | 1963024 | Contributions |
| Investment Earnings Or Losses | -5866989 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 273248 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 20704377 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01020 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62220 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 684664 | OtherCostOrOtherBasis |
| Book Value | 684664 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81803635 | OtherCostOrOtherBasis |
| Depreciation | 21436325 | Depreciation |
| Book Value | 60367310 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6440219 | OtherCostOrOtherBasis |
| Depreciation | 2375357 | Depreciation |
| Book Value | 4064862 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23925998 | OtherCostOrOtherBasis |
| Depreciation | 4187403 | Depreciation |
| Book Value | 19738595 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 84855431 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 16630885 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16630885 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSET RETIREMENT OBLIGATION | Description |
| Amount | $2,532,373 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2532373 | TotalOfAmounts |
| Total Revenue | 21814005 | TotalRevenue |
| Total Expenses | 27310287 | TotalExpenses |
| Excess Or Deficit For Year | -5496282 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -808150 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -808150 | TotalAdjustments |
| Excess Or Deficit Per FS | -6304432 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20697049 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -808150 | NetUnrealizedGainsInvestments |
| Other Revenues | 254201 | OtherRevenues |
| Revenue Not Rptd F990 | -553949 | RevenueNotRptdF990 |
| Revenue Subtotal | 21250998 | RevenueSubtotal |
| Investment Expenses Not Included | 144240 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 418767 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 563007 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21814005 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27001481 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 254201 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 254201 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26747280 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 144240 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 418767 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 563007 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27310287 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 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, 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 THE NEW-YORK HISTORICAL SOCIETY'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 2.5% MUSEUM 12.7% PUBLIC AND EDUCATIONAL 15.9% COLLECTION ACQUISITION .6% UNRESTRICTED 68.3% |
| 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 CODE FOR RELATED ACTIVITIES. CONTRIBUTIONS TO IT 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, 2012 AND 2011, 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 XII | RECONCILIATION OF REVENUE WITH AUDIT REPORT | LINE 2D - COST OF INVENTORY SOLD $254,201 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $418,767 |
| FORM 990, SCH D, PART XIII | RECONCILIATION OF EXPENSES WITH AUDIT REPORT | LINE 2D - COST OF INVENTORY SOLD $254,201 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $418,767 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | CATALOGUE PUBLISHING | 140008 |
| Europe (Including Iceland and Greenland) | Program Services | EXHIBITION DESIGN | 22675 |
| Europe (Including Iceland and Greenland) | Program Services | EXHIBITION FABRICATION | 464950 |
| Europe (Including Iceland and Greenland) | Program Services | OTHER SERVICES | 32808 |
| North America | Program Services | OTHER SERVICES | 42200 |
| Middle East and North Africa | Program Services | OTHER SERVICES | 475 |
| Central America and the Caribbean | Investments | 12149730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 12852846 | SubtotalAmountSpent |
| Total Amount Spent | 12852846 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | true | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCH F, PART I, LINE 3 | Identifier |
| Return Reference | ACTIVITIES OUTSIDE THE U.S. | ReturnReference |
| Explanation | DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED $15,775 IN ROYALTY OR OTHER PROGRAM SERVICE INCOME FROM EUROPEAN OR NORTH AMERICAN SOURCRES. 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 ONE EUROPEAN BOOK PUBLISHER FOR AN EXHIBITION CATALOGUE. FUND TRANSFERS AGGREGATED $140,008 DURING THE TAX YEAR. (2) ENTERED INTO AN EXHIBITION DESIGN CONTRACT WITH A EUROPEAN DESIGN FIRM. PAYMENTS OF $22,675 WERE MADE DURING THE TAX YEAR. (3) PAID A EUROPEAN FIRM FOR SPECIALTY GLASS FABRICATION FOR $464,950. (4) PAID FOR SERVICES OR MATERIALS FROM SEVERAL FOREIGN ENTITIES AGGREGATING $75,483. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Barbi Zakin Events LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | New York | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Spec Events | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 4679592 | GrossReceipts |
| Amount Retained By Contractor | 145000 | AmountRetainedByContractor |
| Net To Organization | 4534592 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4679592 | TotalGrossReceipts |
| Total Retained By Contractors | 145000 | TotalRetainedByContractors |
| Total Net To Organization | 4534592 | TotalNetToOrganization |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 2353299 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2226549 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 126750 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 158243 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13775 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WEEKEND/HISTORY | NameOfEvent2 |
| Gross Receipts Event2 | 1996738 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1867038 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 129700 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 77919 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 15685 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 408620 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 354220 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 54400 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 35943 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 7662 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 4758657 | GrossReceiptsTotal |
| Charitable Contributions Total | 4447807 | CharitableContributionsTotal |
| Gross Revenue Total Events | 310850 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 272105 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 37122 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 309227 | DirectExpenseSummaryEvents |
| Net Income Summary | 1623 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCH G, PART I, LINE 2B | Identifier |
| Return Reference | FUNDRAISER | ReturnReference |
| Explanation | 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 2011 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 $145,000 AND $11,479, RESPECTIVELY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | American History Book Club Prize | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 50000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT | Identifier |
| Return Reference | FORM 990, SCH I, PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| LOUISE MIRRER | |||||
| 365003 | 0 | 516 | 11265 | 32893 | 409677 |
| JENNIFER SCHANTZ | |||||
| 142719 | 1500 | 116 | 4434 | 7995 | 156764 |
| RICHARD SHEIN | |||||
| 137351 | 1500 | 506 | 4517 | 34067 | 177941 |
| SHARON DUNN | |||||
| 154500 | 1500 | 4680 | 160680 | ||
| LAURA WASHINGTON | |||||
| 113435 | 1500 | 136 | 3817 | 34997 | 153885 |
| JEAN ASHTON | |||||
| 169430 | 837 | 5232 | 19733 | 195232 | |
| ANDREW BUONPASTORE | |||||
| 164783 | 10000 | 276 | 5312 | 10663 | 191034 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE J, PART I, LINE 7 | Identifier |
| Return Reference | NON-FIXED BONUS COMPENSATION | ReturnReference |
| Explanation | BONUSES BASED ON PERFORMANCE WERE PAID TO THE SECRETARY & GENERAL COUNSEL & CAO, TREASURER & CFO, VP OF EDUCATION, VP OF COMMUNICATIONS AND VP OF OPERATIONS IN THE AMOUNTS OF $1,500, $1,500, $1,500, $1,500 AND $10,000, RESPECTIVELY. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 54 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 204159 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date received | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 110344 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV on date received | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Museum Collection | 32 | 0 | 0 |
| X | Library Collection | 90 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 7 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCH M, PART I, LINE 1(B) | 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.) |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. ON NOVEMBER 11, 2011 THE NEW-YORK HISTORICAL SOCIETY REOPENED ITS BUILDING TO THE PUBLIC AFTER EXTENSIVE RENOVATION, AND OVER 200,000 PERSONS ATTENDED EXHIBITIONS IN THE NEW-YORK HISTORICAL SOCIETY'S BUILDING FOR THE REST OF THE TAX YEAR. IN ADDITION, THROUGH THE NEW-YORK HISTORICAL SOCIETY'S "SHARING A NATIONAL TREASURE" TRAVELLING EXHIBITION PROGRAM, THREE EXHIBITIONS TRAVELLED TO SIX OTHER INSTITUTIONS DURING THE TAX YEAR WITH ATTENDANCE OF ALMOST 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 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 150,000 PERSONS ATTENDED EDUCATION PROGRAMS OFFERED BY THE NEW-YORK HISTORICAL SOCIETY 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, 20,000 PERSONS BENEFITED FROM THE NEW-YORK HISTORICAL SOCIETY'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 AVALABLE REMOTELY. IN THE TAX YEAR OVER 500,000 UNIQUE VISITS TO THE WEB SITE AND OVER 100,000 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 11 | APPROVAL PROCESS OF FORM 990 | THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. UPON 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 IRS. |
| 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 OBTAINING 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 PUBLILC THROUGH THE NEW-YORK HISOTRICAL SOCIETY'S WEB SITE (WWW.NYHISTORY.ORG). |
| FORM 990, PART IX, LINE 24A | COMPONENTS OF EXHIBITION COSTS | Exhibition costs: $134,758 Conservation 1,214,260 Design and installation 20,061 Audio/Visual 1,000 Film production 109,345 Graphics/Signage/Labels 7,635 Loan Fees 252,965 Art Shipments 169,107 Other ---------- $1,909,131 |
| FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS | UNREALIZED NET LOSS ON INVESTMENT ($808,150) |
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