NEWBERRY LIBRARY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NEWBERRY LIBRARY (EIN 36-2167814)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-24
IRS object ID
202601149349301600
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-24T12:24:29+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167814EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NEWBERRY LIBRARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWBBusinessNameControlTxt
Phone3129439090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 WEST WALTON STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASTRIDA ORLE TANTILLOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3129439090PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A HAUMANNPreparerPersonNm
PTINP00546491PTIN
Phone3122071040PhoneNum
Preparation2026-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASTRIDA ORLE TANTILLOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 WEST WALTON STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,069,773GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NEWBERRY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1891FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe Newberry Library is free and open to the public and fosters a deeper understanding of our world by inspiring research and learning in the humanities and encouraging conversations about ideas that matter to diverse audiences. Our mission is rooted in a growing and accessible collection of rare and historical materials that spans more than six centuries of human experience. We provide free access to the collection in our reading rooms; offer free public programs and exhibitions; and create opportunities for scholars, teachers, and students to engage with the collection, Newberry staff, and each other.ActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee118TotalEmployeeCnt
Total Volunteers103TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,287,902PYContributionsGrantsAmt
CY Contributions Grants$5,272,758CYContributionsGrantsAmt
PY Program Service Revenue$769,004PYProgramServiceRevenueAmt
CY Program Service Revenue$734,114CYProgramServiceRevenueAmt
PY Investment Income$4,784,613PYInvestmentIncomeAmt
CY Investment Income$3,822,167CYInvestmentIncomeAmt
PY Other Revenue$72,643PYOtherRevenueAmt
CY Other Revenue$84,236CYOtherRevenueAmt
PY Total Revenue$10,914,162PYTotalRevenueAmt
CY Total Revenue$9,913,275CYTotalRevenueAmt
PY Grants And Similar Paid$1,071,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,091,190CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,506,755PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,587,768CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$851,025CYTotalFundraisingExpenseAmt
PY Other Expenses$5,310,920PYOtherExpensesAmt
CY Other Expenses$5,425,407CYOtherExpensesAmt
PY Total Expenses$13,889,175PYTotalExpensesAmt
CY Total Expenses$14,104,365CYTotalExpensesAmt
PY Revenues Less Expenses-$2,975,013PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,191,090CYRevenuesLessExpensesAmt
Total Assets BOY$110,374,396TotalAssetsBOYAmt
Total Assets EOY$116,067,478TotalAssetsEOYAmt
Total Liabilities BOY$5,560,852TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,381,624TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$104,813,544NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$107,685,854NetAssetsOrFundBalancesEOYAmt
MissionThe Newberry is an internationally recognized cultural organization that is home to a growing and dynamic collection of materials that chronicles human achievement and experience from year one through today. We preserve these items and make them accessible so that users may better learn from the past, understand the present, and influence the future. Anyone 14 years of age or older can get a free readers card and explore their curiosity in our reading rooms by coming face-to-face with one of 600,000 maps, 5 million manuscript pages, or 1.6 million books, and more. We serve scholars at all points in their careers, supporting groundbreaking research in a variety of fields. We engage the public through free exhibitions that showcase the collection, free programs that explore a variety of topics from history to literature to performing arts, and continuing education classes.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$9,173,137ExpenseAmt
Grant$1,091,190GrantAmt
Revenue$851,604RevenueAmt
DescOur dedicated librarians, curators, catalogers, and conservators serve readers, grow and care for the collection, and expand access to digital tools. Items purchased: 619. Items catalogued: 3,464. Items treated by conservation: 1,976. Items viewed or downloaded from digital collections: 1,540,041. Digital files/images created from Newberry collection items: 159,635. Individuals registered as Newberry readers: 5,148. Items requested for use in reading rooms: 13,069. 4,623 Unique readers made 9,828 visits to the reading room. Reference requests fielded by Newberry librarians and curators: 8,516. Exhibitions, public programs, and adult education classes are a first point of contact for many people who engage with our community. We offer in-person, virtual, and hybrid programming. Adult Education Seminars Participants: 1,642. Public Programs Attendees: 7,800. Exhibition Visitors: 28,149. Social Media Platform Followers: 66,000. In addition to more public-facing offerings, Newberry staff serve research fellows, teachers, graduate and undergraduate students, and other academics. Participants in Research Center programs: 1,140. Digital Collections for Classroom Site Users: 156,000. Professional Development Seminars Educator Attendees: 501. Long-Term Fellows in Residence: 17. Short-Term Fellows in Residence: 27. Attendees at Scholarly Seminars: 646.Desc
Total Program Service Expenses$9,173,137TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document317IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee118EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY ELLEN BORCHERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122553567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 WEST WALTON STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID B SMITH JR
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
LISA J PATTIS
VICE CHAIR1.00.0Yes (X)Yes (X)$0$0$0
NANCY SPAIN
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
ROBERT A HOLLAND
CHAIR1.00.0Yes (X)Yes (X)$0$0$0
ADELE SIMMONS
TRUSTEE1.00.0Yes (X)$0$0$0
ADRIAN RANDOLPH
TRUSTEE1.00.0Yes (X)$0$0$0
Ajay N Shah Esq
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW MCNALLY IV
TRUSTEE1.00.0Yes (X)$0$0$0
BURTON X ROSENBERG
TRUSTEE1.00.0Yes (X)$0$0$0
CARROLL JOYNES
TRUSTEE1.00.0Yes (X)$0$0$0
CELINE FITZGERALD
TRUSTEE1.00.0Yes (X)$0$0$0
Christopher Hagenah
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID C HILLIARD
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID MACEY
TRUSTEE1.00.0Yes (X)$0$0$0
Denise Marino
TRUSTEE1.00.0Yes (X)$0$0$0
EDITH RASMUSSEN AHERN
TRUSTEE1.00.0Yes (X)$0$0$0
EMILIO KOURI
TRUSTEE1.00.0Yes (X)$0$0$0
GAIL PASTER
TRUSTEE1.00.0Yes (X)$0$0$0
GREGORY L BARTON
TRUSTEE1.00.0Yes (X)$0$0$0
JEAN E PERKINS
TRUSTEE1.00.0Yes (X)$0$0$0
JEAN M O'BRIEN
TRUSTEE1.00.0Yes (X)$0$0$0
JEFFREY RAPPIN
TRUSTEE1.00.0Yes (X)$0$0$0
JEFFREY S TOROSIAN
TRUSTEE1.00.0Yes (X)$0$0$0
JOAN BRODSKY
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN P ROMPON
TRUSTEE1.00.0Yes (X)$0$0$0
KARLA SCHERER
TRUSTEE (THRU 10/24)1.00.0Yes (X)$0$0$0
KENNETH WARREN
TRUSTEE1.00.0Yes (X)$0$0$0
KEVIN ROCHFORD
TRUSTEE1.00.0Yes (X)$0$0$0
LAURIN MACK
TRUSTEE1.00.0Yes (X)$0$0$0
LAWRENCE LIPKING
TRUSTEE1.00.0Yes (X)$0$0$0
LEWIS COLLENS
TRUSTEE1.00.0Yes (X)$0$0$0
MARTHA T ROTH
TRUSTEE1.00.0Yes (X)$0$0$0
MARY MINOW
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL A POPE
TRUSTEE1.00.0Yes (X)$0$0$0
RICHARD C GODFREY
TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT D KARPINSKI PHD
TRUSTEE1.00.0Yes (X)$0$0$0
Rosilie Hernandez
TRUSTEE1.00.0Yes (X)$0$0$0
RUDY L RUGGLES JR
TRUSTEE1.00.0Yes (X)$0$0$0
Astrida Tantillo
PRESIDENT & LIBRARIAN35.00.0Yes (X)$350,520$0$21,000
Sharon Walton
VP, FINANCE & ADMINISTRATION (THRU 4/25)35.00.0Yes (X)$168,289$0$27,666
Kamila Farshchi
DIRECTOR OF INFORMATION TECHNOLOGY35.00.0$118,722$0$13,495Yes (X)
Laura McEnaney
VP, RESEARCH & EDUCATION (THRU 09/24)35.00.0$137,601$0$8,237Yes (X)
Meredith Petrov
VP, DEVELOPMENT (THRU 01/2025)35.00.0$143,750$0$13,172Yes (X)
Vincent Firpo
VP, PUBLIC ENGAGEMENT35.00.0$138,524$0$11,905Yes (X)
William Hansen
VP, COLLECTIONS AND LIBRARY SERVICES35.00.0$138,645$0$12,866Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,196,051TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$108,341TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Oak Brook Mechanical Services Inc
961 South Route 83ElmhurstIL60126HVAC Services$1,455,445
Securitas Security Services
12672 Collections Center DriveChicagoIL60693Security Services$293,927
ABM Janitorial Services
PO Box 74008829ChicagoIL60674Janitorial Services$272,546
Fairway IT Solutions
8745 West Higgins RoadChicagoIL60631IT Support$177,322
Community Counselling Services
527 Madison AvenueNew YorkNY10022Fundraising Services$166,961
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Membership Dues$489,244MembershipDuesAmt
Fundraising$308,445FundraisingAmt
Government Grants$324,221GovernmentGrantsAmt
All Other Contributions$4,150,848AllOtherContributionsAmt
Noncash Contributions$112,983NoncashContributionsAmt
Total Contributions$5,272,758TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATIONS900099$388,750$388,750
OTHER SERVICES900099$200,735$200,735
FACILITY RENTAL532000$111,855$111,855
BOOK ROYALTIES900099$32,774$32,774

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$734,114TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,135,899TotalRevenueColumnAmt
Exclusion$2,135,899ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,746,388SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,060,120SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,686,268SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,686,268TotalRevenueColumnAmt
Exclusion$1,686,268ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$63,124FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$308,445ContriRptFundraisingEventAmt
Fundraising Direct Expenses$96,378FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$33,254TotalRevenueColumnAmt
Exclusion-$33,254ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$3,170$3,170
DUPLICATE ITEM SALES900099$114,320$114,320

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$117,490OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,913,275TotalRevenueColumnAmt
Related Or Exempt Func Income$851,604RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,788,913ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,084,684TotalAmt
Program Services$1,084,684ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,506TotalAmt
Program Services$6,506ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$519,233TotalAmt
Management And General$519,233ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,502,893TotalAmt
Program Services$3,970,696ProgramServicesAmt
Management And General$1,064,602ManagementAndGeneralAmt
Fundraising$467,595FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$282,954TotalAmt
Program Services$165,071ProgramServicesAmt
Management And General$101,961ManagementAndGeneralAmt
Fundraising$15,922FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$838,166TotalAmt
Program Services$583,378ProgramServicesAmt
Management And General$186,204ManagementAndGeneralAmt
Fundraising$68,584FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$444,522TotalAmt
Program Services$300,370ProgramServicesAmt
Management And General$108,315ManagementAndGeneralAmt
Fundraising$35,837FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$552,511TotalAmt
Program Services$182,869ProgramServicesAmt
Management And General$309,937ManagementAndGeneralAmt
Fundraising$59,705FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$42,959TotalAmt
Management And General$42,959ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70,438TotalAmt
Management And General$70,438ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$202,776TotalAmt
Program Services$123,280ProgramServicesAmt
Management And General$79,496ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,680TotalAmt
Program Services$47,010ProgramServicesAmt
Management And General$38,114ManagementAndGeneralAmt
Fundraising$39,556FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$171,594TotalAmt
Program Services$44,616ProgramServicesAmt
Management And General$126,978ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$272,098TotalAmt
Program Services$131,122ProgramServicesAmt
Management And General$112,307ManagementAndGeneralAmt
Fundraising$28,669FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$564,373TotalAmt
Program Services$214,015ProgramServicesAmt
Management And General$346,873ManagementAndGeneralAmt
Fundraising$3,485FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,147,264TotalAmt
Program Services$871,068ProgramServicesAmt
Management And General$224,622ManagementAndGeneralAmt
Fundraising$51,574FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$157,562TotalAmt
Program Services$145,552ProgramServicesAmt
Management And General$11,903ManagementAndGeneralAmt
Fundraising$107FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,586TotalAmt
Program Services$3,586ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$266,049TotalAmt
Management And General$266,049ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$716,207TotalAmt
Program Services$543,785ProgramServicesAmt
Management And General$140,226ManagementAndGeneralAmt
Fundraising$32,196FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$159,937TotalAmt
Management And General$159,937ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Book Collections$512,548$512,548
Supplies / Minor Equipment$432,741$201,287$183,808$47,646

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$28,084TotalAmt
Program Services$41,694ProgramServicesAmt
Management And General-$13,759ManagementAndGeneralAmt
Fundraising$149FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,104,365TotalAmt
Program Services$9,173,137ProgramServicesAmt
Management And General$4,080,203ManagementAndGeneralAmt
Fundraising$851,025FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,109,772BOYAmt
EOY$2,196,401EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$267,248BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,926,533BOYAmt
EOY$15,028EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,125BOYAmt
EOY$9,679EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$62,818BOYAmt
EOY$66,599EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$193,909BOYAmt
EOY$290,607EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$49,745,359LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$33,947,667LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,252,016BOYAmt
EOY$15,797,692EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,828,117BOYAmt
EOY$76,456,359EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$19,973,499BOYAmt
EOY$20,505,966EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$757,359BOYAmt
EOY$729,147EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,374,396BOYAmt
EOY$116,067,478EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,209,106BOYAmt
EOY$822,554EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$189,701BOYAmt
EOY$2,242,778EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$977,664BOYAmt
EOY$583,620EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,850,000BOYAmt
EOY$4,420,138EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$334,381BOYAmt
EOY$312,534EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,560,852BOYAmt
EOY$8,381,624EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,122,887BOYAmt
EOY$33,066,420EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,690,657BOYAmt
EOY$74,619,434EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,813,544BOYAmt
EOY$107,685,854EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,374,396BOYAmt
EOY$116,067,478EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,191,090ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,073,808NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,408OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,010,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,361,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,400,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,287,902CurrentTaxYearMinus1YearAmt
Current Tax Year$5,272,758CurrentTaxYearAmt
Total$40,332,671TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,010,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,361,468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,400,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,287,902CurrentTaxYearMinus1YearAmt
Current Tax Year$5,272,758CurrentTaxYearAmt
Total$40,332,671TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,878,362SubstantialContributorsTotAmt
Public Support Total170$33,454,310PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,669,341CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,888,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,827,089CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,981,328CurrentTaxYearMinus1YearAmt
Current Tax Year$2,135,899CurrentTaxYearAmt
Total$9,501,943TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$193,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,011CurrentTaxYearMinus1YearAmt
Current Tax Year$117,490CurrentTaxYearAmt
Total$521,031TotalAmt
FieldValueIRS element (for citing)
Total Support$50,355,645TotalSupportAmt
Gross Receipts Rltd Activities$4,164,425GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66436PublicSupportCY170Pct
Public Support PY1700.6788PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10FOR THE YEARS ENDED JUNE 30, 2025, JUNE 30, 2024, AND JUNE 30, 2023, OTHER INCOME INCLUDES SALES OF DUPLICATE COLLECTION ITEMS AND REWARD REDEMPTIONS.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - , COLUMN A - 41259.0, COLUMN B - 193719.0, COLUMN C - 146552.0, COLUMN D - 22011.0, COLUMN E - 117490.0, COLUMN F - 521031.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,163,424BeginningYearBalanceAmt
Contributions$7,540ContributionsAmt
Investment Earnings Or Losses$5,225,991InvestmentEarningsOrLossesAmt
Other Expenditures$1,177,743OtherExpendituresAmt
End Year Balance$54,219,212EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,784,577BeginningYearBalanceAmt
Contributions$22,540ContributionsAmt
Investment Earnings Or Losses$4,989,910InvestmentEarningsOrLossesAmt
Other Expenditures$1,633,603OtherExpendituresAmt
End Year Balance$50,163,424EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,356,310BeginningYearBalanceAmt
Contributions$3,008,168ContributionsAmt
Investment Earnings Or Losses$4,044,524InvestmentEarningsOrLossesAmt
Other Expenditures$1,624,425OtherExpendituresAmt
End Year Balance$46,784,577EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,068,477BeginningYearBalanceAmt
Contributions$78,911ContributionsAmt
Investment Earnings Or Losses-$6,623,043InvestmentEarningsOrLossesAmt
Other Expenditures$1,168,035OtherExpendituresAmt
End Year Balance$41,356,310EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,365,430BeginningYearBalanceAmt
Contributions$328,855ContributionsAmt
Investment Earnings Or Losses$10,181,078InvestmentEarningsOrLossesAmt
Other Expenditures$1,806,886OtherExpendituresAmt
End Year Balance$49,068,477EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.814PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.186TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,267,816OtherCostOrOtherBasisAmt
Depreciation$26,121,961DepreciationAmt
Book Value$12,145,855BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,477,543OtherCostOrOtherBasisAmt
Depreciation$7,825,706DepreciationAmt
Book Value$3,651,837BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,797,692TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIMUS HIGH YIELD BOND FUND, LP$4,548,121F
JP MORGAN MULTI-STRATEGY FUND II, LTD$73,674F
PIMCO COMMODITY ALPHA FUND$4,836,400F
STATE STREET - LOOMIS SAYLES$11,047,771F
FieldValueIRS element (for citing)
Total Book Value Securities$20,505,966TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
ACCRUED GIFT ANNUITY$70,539
OPERATING LEASE LIABILITY$199,901
FINANCE LEASE LIABILITY$42,094
FieldValueIRS element (for citing)
Total Liability$312,534TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$16,963,687TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,073,808NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$93,408DonatedServicesAndUseFcltsAmt
Other Revenue$96,378OtherRevenueAmt
Revenue Not Reported$7,263,594RevenueNotReportedAmt
Revenue Subtotal$9,700,093RevenueSubtotalAmt
Investment Expenses Not Incld$202,774InvestmentExpensesNotIncldAmt
Other Revenues Not Included$10,408OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$213,182RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,913,275TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,091,377TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$93,408DonatedServicesUseFcltsAmt
Other Expenses Included$96,378OtherExpensesIncludedAmt
Expenses Not Reported$189,786ExpensesNotReportedAmt
Expenses Subtotal$13,901,591ExpensesSubtotalAmt
Investment Expenses Not Incld2$202,774InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$202,774ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,104,365TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1aTHE VALUE OF THE NEWBERRY LIBRARY'S COLLECTION IS EXCLUDED FROM THE STATEMENTS OF FINANCIAL POSITION. AN ADDITION TO THE NEWBERRY LIBRARY'S COLLECTION IS MADE EITHER BY A DONATION FROM A BENEFACTOR OR THROUGH A PURCHASE FROM LIBRARY ACQUISITION FUNDS. THE NEWBERRY LIBRARY ACQUISITION FUNDS MAY BE CLASSIFIED AS PERMANENTLY RESTRICTED, FOR WHICH ONLY THE INCOME EARNED ON PRINCIPAL BALANCES MAY BE USED FOR ACQUISITIONS; TEMPORARILY RESTRICTED, FOR WHICH BOTH THE PRINCIPAL AND EARNED INCOME MAY BE USED FOR ACQUISITIONS; OR UNRESTRICTED, REPRESENTING FUNDS DESIGNATED BY THE BOARD TO BE USED FOR ACQUISITIONS. THE SALE OF HOLDINGS FROM THE NEWBERRY LIBRARY'S COLLECTION IS PERFORMED IN ACCORDANCE WITH THE NEWBERRY LIBRARY POLICY, PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE CLASSIFIED AS UNRESTRICTED OR TEMPORARILY RESTRICTED FOR PURCHASE OF ADDITIONAL COLLECTION ITEMS. THE NEWBERRY LIBRARY'S COLLECTION IS PROTECTED, CARED FOR, AND PRESERVED; AND IS SUBJECT TO STRICT POLICIES GOVERNING ITS USE. THE VALUE OF THE NEWBERRY LIBRARY'S COLLECTION IS NOT SUBJECT TO REASONABLE ESTIMATION.
Schedule D, Part III, Line 4 Collections of art - description of collectionsOur Collections include 1.6 million books, 5 million manuscript pages, and 0.6 million historic maps. These non-circulating collections are free and open to the public for use in scholarly research and span the history and culture of western Europe and the Americas (Middle Ages - present). Collection strengths include American History and Culture; American Indian and Indigenous Studies; Chicago and the Midwest; Genealogy and Local History; History of the Book; Maps, Travel and Exploration; Medieval, Renaissance, and Early Modern Studies; Modern Manuscripts and Archives; Performing Arts; Postcards; and Religion.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHERE ARE ENDOWMENTS THAT SUPPORT THE PURCHASE OF LIBRARY MATERIALS, SUPPORT FOR CERTAIN DIVISIONS OF THE LIBRARY AND SUPPORT FOR UNRESTRICTED PURPOSES.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Special Event Expenses - 96378
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDEFERRED GIVING ARRANGEMENT - 10408
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Special Event Expenses - 96378

Schedule F IRS990ScheduleF

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
HONORARIUMEurope (Including Iceland and Greenland)5$3,436WIRE TRANSFER
HONORARIUMNorth America (Canada & Mexico only)1$1,870WIRE TRANSFER
HONORARIUMNorth America (Canada & Mexico only)2$1,200CHECK
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Award DinnerEvent1Nm
Gross Receipts Event1$339,195GrossReceiptsEvent1Amt
Charitable Contri Event1$308,445CharitableContriEvent1Amt
Gross Revenue Event1$30,750GrossRevenueEvent1Amt
Food And Beverage Event1$75,829FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$19,709OtherDirectExpensesEvent1Amt
Event2Book FairEvent2Nm
Gross Receipts Event2$32,374GrossReceiptsEvent2Amt
Gross Revenue Event2$32,374GrossRevenueEvent2Amt
Other Direct Expenses Event2$840OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$371,569GrossReceiptsTotalAmt
Charitable Contributions Tot$308,445CharitableContributionsTotAmt
Gross Revenue Total Events$63,124GrossRevenueTotalEventsAmt
Food And Beverage Total Events$75,829FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$20,549OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$96,378DirectExpenseSummaryEventsAmt
Net Income Summary-$33,254NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
FELLOWSHIPS95$640,577$0N/AN/A
HONORARIUMS236$394,008$0N/AN/A
STIPENDS54$46,200$0N/AN/A
PUBLICATION SUBSIDY1$2,500$0N/AN/A
TRAVEL REIMBURSEMENTS2$1,399$0N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationEACH GRANT HAS A BUDGET AND A PROGRAM PLAN. THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION, CONTROLLER, AND THE PROGRAM MANAGER MONITOR THE BUDGET ON A MONTHLY BASIS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Astrida Tantillo
PRESIDENT & LIBRARIAN$350,520$0$0$0$0$0$21,000$0$0$0$371,520$0$0$0
Sharon Walton
VP, FINANCE & ADMINISTRATION (THRU 4/25)$168,289$0$0$0$0$0$11,065$0$16,601$0$195,955$0$0$0
Vincent Firpo
VP, PUBLIC ENGAGEMENT$138,524$0$0$0$0$0$8,494$0$3,411$0$150,429$0$0$0
William Hansen
VP, COLLECTIONS AND LIBRARY SERVICES$138,645$0$0$0$0$0$8,555$0$4,311$0$151,511$0$0$0
Meredith Petrov
VP, DEVELOPMENT (THRU 01/2025)$143,750$0$0$0$0$0$8,861$0$4,311$0$156,922$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution10ContributionCnt
Noncash Contributions Rpt F990$112,983NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NET SALES PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 30THE NEWBERRY LIBRARY RECEIVES CONTRIBUTIONS TO ITS COLLECTIONS. HOWEVER, SUCH CONTRIBUTIONS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FINANCE COMMITTEE OF THE BOARD REVIEWS AND APPROVES FORM 990. A COMPLETE COPY OF THE FORM 990 IS SENT TO THE ENTIRE BOARD BEFORE FILING.
Form 990, Part VI, Line 12c Conflict of interest policyMEMBERS OF THE BOARD OF TRUSTEES AND ANY OF ITS COMMITTEES OF THE NEWBERRY LIBRARY SHALL DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS BY COMPLETING AND SUBMITTING THE NEWBERRY LIBRARY CONFLICT OF INTEREST DISCLOSURE FORM. THERE IS A FOLLOW-UP TO ENSURE RECEIPT OF THE FORMS FROM ALL THE AFOREMENTIONED INDIVIDUALS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE BY-LAWS OF THE NEWBERRY LIBRARY PROVIDE (IN SECTION 3 OF ARTICLE V) THAT THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES "SHALL AT LEAST ANNUALLY REVIEW THE COMPENSATION OF THE PRESIDENT AND THE LIBRARIAN." WITH RESPECT TO THE NEWBERRY LIBRARY'S ACCOUNTING YEAR WHICH ENDED JUNE 30, 2025, THE EXECUTIVE COMMITTEE, ACTING IN EXECUTIVE SESSION, SET THE COMPENSATION OF THE PRESIDENT AND THE LIBRARIAN. IN SETTING THAT COMPENSATION THE EXECUTIVE COMMITTEE CONSIDERS THE PERFORMANCE OF THE PRESIDENT AND LIBRARIAN AS WELL AS COMPARATIVE INFORMATION AVAILABLE TO IT OF THE COMPENSATION OF CHIEF EXECUTIVE OFFICERS OF PEER INSTITUTIONS AND OTHER NON-PROFIT ORGANIZATIONS IN THE CHICAGO AREA. THE EXECUTIVE COMMITTEE IS AWARE OF THE REQUIREMENTS WITH RESPECT TO THE REVIEW OF EXECUTIVE COMPENSATION WHICH ARE SET OUT IN THE INSTRUCTIONS TO INTERNAL REVENUE SERVICE FORM 990 AND BELIEVES IT HAS FULFILLED SUCH REQUIREMENTS WITH RESPECT TO THE NEWBERRY LIBRARY'S YEAR ENDED JUNE 30, 2025. THE EXECUTIVE COMMITTEE HAS DESIGNATED ITSELF AS THE "COMPENSATION COMMITTEE" AS THAT TERM IS USED IN SAID INSTRUCTIONS. NO INDEPENDENT COMPENSATION CONSULTANT HAS ADVISED THE EXECUTIVE COMMITTEE.
Form 990, Part VI, Line 19 Required documents available to the publicTHE NEWBERRY LIBRARY MAKES ALL OF ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesDEFERRED GIVING ARRANGEMENTS - -10408; Total - -10408;

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