2026-04-24T12:24:29+00:00 2025-06-30 331498605 PLANTE & MORAN PLLC 10 SOUTH RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-07-01 362167814 THE NEWBERRY LIBRARY NEWB 3129439090 60 WEST WALTON STREET CHICAGO IL 60610 ASTRIDA ORLE TANTILLO PRESIDENT 3129439090 2026-04-24 true true KIMBERLY A HAUMANN P00546491 3122071040 2026-04-22 2024 2025-03-06 01:10:19Z ASTRIDA ORLE TANTILLO 60 WEST WALTON STREET CHICAGO IL 60610 17069773 false X WWW.NEWBERRY.ORG X 1891 IL The 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. 39 38 118 103 0 5287902 5272758 769004 734114 4784613 3822167 72643 84236 10914162 9913275 1071500 1091190 0 7506755 7587768 0 851025 5310920 5425407 13889175 14104365 -2975013 -4191090 110374396 116067478 5560852 8381624 104813544 107685854 The 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. false false 9173137 1091190 851604 Our 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. 9173137 true true false false false false false true false true true true false false true false true false false false false false true false true false false false true true false false false false false false false false false false true false false false false false false false false false true 317 0 true 118 true false false false false false true true false false false false false false X 39 38 false false false false false false false true true false false false true true true true true true true false false false IL X MARY ELLEN BORCHERS 3122553567 60 WEST WALTON STREET CHICAGO IL 60610 DAVID B SMITH JR TREASURER 1.0 0.0 X X 0 0 0 LISA J PATTIS VICE CHAIR 1.0 0.0 X X 0 0 0 NANCY SPAIN SECRETARY 1.0 0.0 X X 0 0 0 ROBERT A HOLLAND CHAIR 1.0 0.0 X X 0 0 0 ADELE SIMMONS TRUSTEE 1.0 0.0 X 0 0 0 ADRIAN RANDOLPH TRUSTEE 1.0 0.0 X 0 0 0 Ajay N Shah Esq TRUSTEE 1.0 0.0 X 0 0 0 ANDREW MCNALLY IV TRUSTEE 1.0 0.0 X 0 0 0 BURTON X ROSENBERG TRUSTEE 1.0 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0 RICHARD C GODFREY TRUSTEE 1.0 0.0 X 0 0 0 ROBERT D KARPINSKI PHD TRUSTEE 1.0 0.0 X 0 0 0 Rosilie Hernandez TRUSTEE 1.0 0.0 X 0 0 0 RUDY L RUGGLES JR TRUSTEE 1.0 0.0 X 0 0 0 Astrida Tantillo PRESIDENT & LIBRARIAN 35.0 0.0 X 350520 0 21000 Sharon Walton VP, FINANCE & ADMINISTRATION (THRU 4/25) 35.0 0.0 X 168289 0 27666 Kamila Farshchi DIRECTOR OF INFORMATION TECHNOLOGY 35.0 0.0 X 118722 0 13495 Laura McEnaney VP, RESEARCH & EDUCATION (THRU 09/24) 35.0 0.0 X 137601 0 8237 Meredith Petrov VP, DEVELOPMENT (THRU 01/2025) 35.0 0.0 X 143750 0 13172 Vincent Firpo VP, PUBLIC ENGAGEMENT 35.0 0.0 X 138524 0 11905 William Hansen VP, COLLECTIONS AND LIBRARY SERVICES 35.0 0.0 X 138645 0 12866 1196051 0 108341 8 false true false Oak Brook Mechanical Services Inc 961 South Route 83 Elmhurst IL 60126 HVAC Services 1455445 Securitas Security Services 12672 Collections Center Drive Chicago IL 60693 Security Services 293927 ABM Janitorial Services PO Box 74008829 Chicago IL 60674 Janitorial Services 272546 Fairway IT Solutions 8745 West Higgins Road Chicago IL 60631 IT Support 177322 Community Counselling Services 527 Madison Avenue New York NY 10022 Fundraising Services 166961 7 489244 308445 324221 4150848 112983 5272758 REGISTRATIONS 900099 388750 388750 OTHER SERVICES 900099 200735 200735 FACILITY RENTAL 532000 111855 111855 BOOK ROYALTIES 900099 32774 32774 0 0 0 0 734114 2135899 2135899 0 0 8746388 7060120 1686268 0 1686268 1686268 63124 308445 96378 -33254 -33254 MISCELLANEOUS INCOME 900099 3170 3170 DUPLICATE ITEM SALES 900099 114320 114320 0 0 0 0 117490 9913275 851604 0 3788913 1084684 1084684 6506 6506 519233 519233 5502893 3970696 1064602 467595 282954 165071 101961 15922 838166 583378 186204 68584 444522 300370 108315 35837 552511 182869 309937 59705 42959 42959 70438 70438 202776 123280 79496 124680 47010 38114 39556 171594 44616 126978 272098 131122 112307 28669 564373 214015 346873 3485 1147264 871068 224622 51574 157562 145552 11903 107 3586 3586 266049 266049 716207 543785 140226 32196 159937 159937 Book Collections 512548 512548 Supplies / Minor Equipment 432741 201287 183808 47646 28084 41694 -13759 149 14104365 9173137 4080203 851025 3109772 2196401 267248 2926533 15028 3125 9679 0 0 0 0 62818 66599 193909 290607 49745359 33947667 15252016 15797692 67828117 76456359 19973499 20505966 0 757359 729147 110374396 116067478 1209106 822554 189701 2242778 977664 583620 0 0 2850000 4420138 334381 312534 5560852 8381624 34122887 33066420 70690657 74619434 104813544 107685854 110374396 116067478 X -4191090 7073808 -10408 X false true true false X 8010097 10361468 11400446 5287902 5272758 40332671 0 0 8010097 10361468 11400446 5287902 5272758 40332671 6878362 33454310 1669341 1888286 1827089 1981328 2135899 9501943 0 41259 193719 146552 22011 117490 521031 50355645 4164425 0.66436 0.6788 X Schedule A, Part II, Line 10 FOR 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 Income DESCRIPTION - , COLUMN A - 41259.0, COLUMN B - 193719.0, COLUMN C - 146552.0, COLUMN D - 22011.0, COLUMN E - 117490.0, COLUMN F - 521031.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 50163424 7540 5225991 1177743 54219212 46784577 22540 4989910 1633603 50163424 41356310 3008168 4044524 1624425 46784577 49068477 78911 -6623043 1168035 41356310 40365430 328855 10181078 1806886 49068477 0.0 0.814 0.186 false false 38267816 26121961 12145855 11477543 7825706 3651837 15797692 Closely-held equity interests Financial derivatives PRIMUS HIGH YIELD BOND FUND, LP 4548121 F JP MORGAN MULTI-STRATEGY FUND II, LTD 73674 F PIMCO COMMODITY ALPHA FUND 4836400 F STATE STREET - LOOMIS SAYLES 11047771 F 20505966 Federal Income Taxes ACCRUED GIFT ANNUITY 70539 OPERATING LEASE LIABILITY 199901 FINANCE LEASE LIABILITY 42094 312534 16963687 7073808 93408 96378 7263594 9700093 202774 10408 213182 9913275 14091377 93408 96378 189786 13901591 202774 0 202774 14104365 Schedule D, Part III, Line 1a THE 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 collections Our 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 funds THERE 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 990 Special Event Expenses - 96378 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements DEFERRED GIVING ARRANGEMENT - 10408 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Special Event Expenses - 96378 HONORARIUM Europe (Including Iceland and Greenland) 5 3436 WIRE TRANSFER HONORARIUM North America (Canada & Mexico only) 1 1870 WIRE TRANSFER HONORARIUM North America (Canada & Mexico only) 2 1200 CHECK false false false false false false Award Dinner 339195 308445 30750 75829 19709 Book Fair 32374 32374 840 0 371569 308445 63124 75829 20549 96378 -33254 true FELLOWSHIPS 95 640577 0 N/A N/A HONORARIUMS 236 394008 0 N/A N/A STIPENDS 54 46200 0 N/A N/A PUBLICATION SUBSIDY 1 2500 0 N/A N/A TRAVEL REIMBURSEMENTS 2 1399 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds EACH 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. X X X false false false false false false false false false Astrida Tantillo PRESIDENT & LIBRARIAN 350520 0 0 0 0 0 21000 0 0 0 371520 0 0 0 Sharon Walton VP, FINANCE & ADMINISTRATION (THRU 4/25) 168289 0 0 0 0 0 11065 0 16601 0 195955 0 0 0 Vincent Firpo VP, PUBLIC ENGAGEMENT 138524 0 0 0 0 0 8494 0 3411 0 150429 0 0 0 William Hansen VP, COLLECTIONS AND LIBRARY SERVICES 138645 0 0 0 0 0 8555 0 4311 0 151511 0 0 0 Meredith Petrov VP, DEVELOPMENT (THRU 01/2025) 143750 0 0 0 0 0 8861 0 4311 0 156922 0 0 0 10 112983 Other - NET SALES PRICE 0 false true false Form 990, Part IV, Line 30 THE 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 body THE 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 policy MEMBERS 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 official THE 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 public THE NEWBERRY LIBRARY MAKES ALL OF ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances DEFERRED GIVING ARRANGEMENTS - -10408; Total - -10408;