NEW YORK HISTORICAL SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK HISTORICAL SOCIETY (EIN 13-1624124)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-03
- IRS object ID
- 202221239349301222
- Schema version
- 2020v4.2
- 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) |
|---|---|---|
| Return | 2022-05-03T12:07:28-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 2128733400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SHEIN | PersonNm |
| Person Title | ASST. TREAS & CFO | PersonTitleTxt |
| Phone | 2128733400 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | SHEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TESS FANNING | PreparerPersonNm |
| PTIN | P02033722 | PTIN |
| Phone | 2672567000 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOUISE MIRRER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,650,883 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NYHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1809 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 396 | TotalEmployeeCnt |
| Total Volunteers | 178 | TotalVolunteersCnt |
| Total Gross UBI | $9,868 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,991,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,706,118 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,465,499 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,296,470 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,444,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,635,856 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,191,982 | PYOtherRevenueAmt |
| CY Other Revenue | $721,836 | CYOtherRevenueAmt |
| PY Total Revenue | $41,093,792 | PYTotalRevenueAmt |
| CY Total Revenue | $56,360,280 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,402,565 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,477,357 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $157,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $108,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,665,407 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,205,202 | PYOtherExpensesAmt |
| CY Other Expenses | $19,170,097 | CYOtherExpensesAmt |
| PY Total Expenses | $41,775,267 | PYTotalExpensesAmt |
| CY Total Expenses | $34,855,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$681,475 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,504,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $181,964,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,003,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,917,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,165,382 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $156,046,537 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $182,837,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("NEW-YORK HISTORICAL") IS TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,043,837 | ExpenseAmt |
| Revenue | $835,987 | RevenueAmt |
| Desc | MUSEUM AND MUSEUM EXHIBITIONS - THE FOUNDING MISSION OF NEW-YORK HISTORICAL'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS. EXHIBITIONS, BOTH PERMANENT AND ROTATING, IN-HOUSE AND TRAVELING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,857,410 | ExpenseAmt |
| Revenue | $405,109 | RevenueAmt |
| Desc | EDUCATIONAL AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PUBLIC PROGRAMS, AND WEBSITE. FOR MORE INFORMATION, SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,957,244 | ExpenseAmt |
| Revenue | $20 | RevenueAmt |
| Desc | LIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE OLDEST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. FOR MORE INFORMATION, SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,157,141 | ExpenseAmt |
| Revenue | $55,354 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICESOTHER PROGRAMS INCLUDE THE NYHISTORY STORE, SPACE RENTALS, AND RIGHTS AND REPRODUCTION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,157,141 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $55,354 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,015,632 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 230 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 396 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A SHEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128733400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 CENTRAL PARK WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOUISE MIRRER | ||||||||||
| PRESIDENT & CEO | 35.00 | 0.00 | Yes (X) | Yes (X) | $490,223 | $0 | $88,120 | |||
| PAM B SCHAFLER | ||||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN MONSKY | ||||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE F PECK | ||||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL P PENNOYER | ||||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HELEN APPEL | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY BARNETT | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN BENZAQUEN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDITH ROTH BERKOWITZ | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCI J BLASSBERG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES S CHANOS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOIS CHILES | ||||||||||
| TRUSTEE (AS OF 5/10/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETSY COHN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAVENEL B CURRY III | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN FRIER DANILOW | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH B DATER | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA KNOWLES DEBS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH A DIMENNA | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRIS DOERFLER | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BUZZY GEDULD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOROTHY GOLDMAN | ||||||||||
| TRUSTEE (AS OF 10/26/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN J GROSS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER HERTOG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD R HINTZ | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIE HIRSCHFELD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| AGNES HSIN-MEI HSU-TANG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN KANE | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA KLINGENSTEIN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIDNEY LAPIDUS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TARKY LOMBARDI JR | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER W MAY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN M MOSES | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL I PICKET | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN MARGO REID | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD REISS | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS A SAUNDERS III | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNARD L SCHWARTZ | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN A SHUCH | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE SMITH | ||||||||||
| TRUSTEE (END 9/23/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GILLIAN STEEL | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SY STERNBERG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW H TISCH | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERNEST TOLLERSON | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| IRA UNSCHULD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIDGET VAN KRALINGEN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC WALLACH | ||||||||||
| TRUSTEE (END 8/18/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN WATERFALL | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE ANN WEINBERG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL WEISBERG | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE WEITZMAN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BYRON R WIEN | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH WOFFORD | ||||||||||
| TRUSTEE (AS OF 8/18/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W ZALAZNICK | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SHEIN | ||||||||||
| ASSISTANT TREASURER AND CFO | 35.00 | 0.00 | Yes (X) | $213,715 | $0 | $65,668 | ||||
| FREDDY TAVERAS | ||||||||||
| SECRETARY,EVP & GEN.COUNSEL | 35.00 | 0.00 | Yes (X) | $216,678 | $0 | $48,218 | ||||
| VALERIE PALEY | ||||||||||
| SVP AND LIBRARY DIRECTOR | 35.00 | 0.00 | $209,704 | $0 | $61,387 | Yes (X) | ||||
| MATTHEW BREGMAN | ||||||||||
| VP DEVELOPMENT | 35.00 | 0.00 | $199,552 | $0 | $59,851 | Yes (X) | ||||
| MICHAEL RYAN | ||||||||||
| VP LIBRARY DIRECTOR | 35.00 | 0.00 | $200,832 | $0 | $30,182 | Yes (X) | ||||
| MARGARET HOFER | ||||||||||
| VP MUSEUM DIRECTOR | 35.00 | 0.00 | $175,223 | $0 | $60,904 | Yes (X) | ||||
| MARCI REAVEN-TANIS | ||||||||||
| VP HISTORY EXHIBITS | 35.00 | 0.00 | $176,733 | $0 | $16,984 | Yes (X) | ||||
| DALE GREGORY | ||||||||||
| VP PUBLIC PROGRAMS | 35.00 | 0.00 | $153,818 | $0 | $48,602 | Yes (X) | ||||
| INES ASLAN-SCHWED | ||||||||||
| VP MARKETING AND COMMUNICATION | 35.00 | 0.00 | $159,246 | $0 | $62,722 | Yes (X) | ||||
| MARIANNE NAGAWIECKI | ||||||||||
| VP EDUCATION | 35.00 | 0.00 | $128,445 | $0 | $24,279 | Yes (X) | ||||
| FRANK DIMAIOLO | ||||||||||
| VP HUMAN RESOURCES | 35.00 | 0.00 | $138,346 | $0 | $24,698 | Yes (X) | ||||
| YASHIRIS MORETA | ||||||||||
| VP OPERATIONS AND CAPITAL PROJECTS | 35.00 | 0.00 | $125,453 | $0 | $24,163 | Yes (X) | ||||
| IONE SAROYAN | ||||||||||
| DIRECTOR MDSE OPS | 35.00 | 0.00 | $121,297 | $0 | $23,210 | Yes (X) | ||||
| JENNIFER SCHANTZ | ||||||||||
| SEC, EVP, COO (END 5/8/2020) | 35.00 | 0.00 | $150,764 | $0 | $30,891 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,860,029 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $669,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT AM STERN ARCHITECTS LLP | |||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | ARCHITECTS | $873,601 | ||||
| CLANCY MOVING SYSTEMS INC | |||||||||
| 2963 ROUTE 22 | PATTERSON | NY | 12563 | STORAGE | $281,469 | ||||
| SECURITAS SECURITY SERVICES USA INC | |||||||||
| PO BOX 403412 | ATLANTA | GA | 30384 | SECURITY SERVICES | $281,443 | ||||
| MAKEMATIC | |||||||||
| MEDIA | $263,021 | 13 PUMP ST NEW YORKDERRY | LONDONDERRYN | EI | BT 48 6JG | ||||
| PLATT BYARD DOVELL WHITE ARCHITECTS LLP | |||||||||
| 49 WEST 37TH ST 4TH FL | NEW YORK | NY | 10022 | ARCHITECTS | $244,696 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $780,962 | MembershipDuesAmt |
| Fundraising | $3,886,532 | FundraisingAmt |
| Government Grants | $4,503,801 | GovernmentGrantsAmt |
| All Other Contributions | $23,534,823 | AllOtherContributionsAmt |
| Noncash Contributions | $1,300,474 | NoncashContributionsAmt |
| Total Contributions | $32,706,118 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRAVELING EXHIB & LOAN | 900099 | $491,481 | $491,481 |
| EDUCATION & PUBLIC PRO | 900099 | $366,546 | $366,546 |
| ADMISSION | 900099 | $305,944 | $305,944 |
| MEMBERSHIP DUES | 900099 | $77,125 | $77,125 |
| REPRODUCTION FEES | 900099 | $55,354 | $55,354 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,296,470 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $510,789 | TotalRevenueColumnAmt |
| Exclusion | $510,789 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,077 | TotalRevenueColumnAmt |
| Exclusion | $68,077 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $247,289 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $247,289 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,289 | TotalRevenueColumnAmt |
| Exclusion | $247,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,980,900 | SecuritiesAmt |
| Other | $12,062,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,917,833 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,063,067 | SecuritiesAmt |
| Other | $12,062,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,125,067 | TotalRevenueColumnAmt |
| Exclusion | $21,125,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,886,532 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $125,875 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,635 | TotalRevenueColumnAmt |
| Exclusion | -$38,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $501,404 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $246,895 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,509 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $244,641 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENT/REBATE | 900099 | $123,342 | $123,342 |
| CAFE IMPROVEMENT FEE | 900099 | $53,869 | $53,869 |
| CAFE/CATERING | 900099 | $12,444 | $12,444 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $941 | TotalRevenueColumnAmt |
| Exclusion | $941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $190,596 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,360,280 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,296,470 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,347,824 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,593,563 | TotalAmt |
| Program Services | $1,459,232 | ProgramServicesAmt |
| Management And General | $915,834 | ManagementAndGeneralAmt |
| Fundraising | $218,497 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,485,667 | TotalAmt |
| Program Services | $8,184,235 | ProgramServicesAmt |
| Management And General | $806,835 | ManagementAndGeneralAmt |
| Fundraising | $494,597 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,586 | TotalAmt |
| Program Services | $432,132 | ProgramServicesAmt |
| Management And General | $40,885 | ManagementAndGeneralAmt |
| Fundraising | $28,569 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,058,832 | TotalAmt |
| Program Services | $1,649,248 | ProgramServicesAmt |
| Management And General | $282,538 | ManagementAndGeneralAmt |
| Fundraising | $127,046 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,709 | TotalAmt |
| Program Services | $650,299 | ProgramServicesAmt |
| Management And General | $133,738 | ManagementAndGeneralAmt |
| Fundraising | $53,672 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,193 | TotalAmt |
| Program Services | $868 | ProgramServicesAmt |
| Management And General | $58,307 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,500 | TotalAmt |
| Management And General | $201,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,000 | TotalAmt |
| Fundraising | $108,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,337 | TotalAmt |
| Management And General | $204,337 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,748,506 | TotalAmt |
| Program Services | $1,318,488 | ProgramServicesAmt |
| Management And General | $133,710 | ManagementAndGeneralAmt |
| Fundraising | $296,308 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,275 | TotalAmt |
| Program Services | $415,285 | ProgramServicesAmt |
| Management And General | $23,249 | ManagementAndGeneralAmt |
| Fundraising | $4,741 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,774 | TotalAmt |
| Program Services | $592,846 | ProgramServicesAmt |
| Management And General | $81,515 | ManagementAndGeneralAmt |
| Fundraising | $82,413 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,521 | TotalAmt |
| Program Services | $358,961 | ProgramServicesAmt |
| Management And General | $35,026 | ManagementAndGeneralAmt |
| Fundraising | $43,534 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,482,459 | TotalAmt |
| Program Services | $2,389,641 | ProgramServicesAmt |
| Management And General | $62,195 | ManagementAndGeneralAmt |
| Fundraising | $30,623 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,984 | TotalAmt |
| Program Services | $11,984 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,052 | TotalAmt |
| Program Services | $28,819 | ProgramServicesAmt |
| Management And General | $19,796 | ManagementAndGeneralAmt |
| Fundraising | $3,437 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,378,109 | TotalAmt |
| Program Services | $9,271,199 | ProgramServicesAmt |
| Management And General | $72,211 | ManagementAndGeneralAmt |
| Fundraising | $34,699 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,143 | TotalAmt |
| Program Services | $218,210 | ProgramServicesAmt |
| Management And General | $5,289 | ManagementAndGeneralAmt |
| Fundraising | $2,644 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP RENTAL AND REPAIR | $1,001,584 | $957,411 | $29,740 | $14,433 |
| EXHIBITION COSTS | $883,815 | $868,144 | $564 | $15,107 |
| OTHER SUPPLIES | $338,743 | $246,434 | $27,899 | $64,410 |
| PRINT AND PUBLICATION | $70,873 | $42,527 | $28,346 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,229 | TotalAmt |
| Program Services | $819,669 | ProgramServicesAmt |
| Management And General | $39,247 | ManagementAndGeneralAmt |
| Fundraising | $14,313 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,855,454 | TotalAmt |
| Program Services | $30,015,632 | ProgramServicesAmt |
| Management And General | $3,174,415 | ManagementAndGeneralAmt |
| Fundraising | $1,665,407 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640,320 | BOYAmt |
| EOY | $4,475,225 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,403 | BOYAmt |
| EOY | $21,718,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,655,918 | BOYAmt |
| EOY | $22,340,008 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,645 | BOYAmt |
| EOY | $1,368,482 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,926 | BOYAmt |
| EOY | $448,164 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,746,854 | BOYAmt |
| EOY | $4,120,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,526,926 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,116,179 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,446,535 | BOYAmt |
| EOY | $97,410,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,559,197 | BOYAmt |
| EOY | $49,420,849 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,115,511 | BOYAmt |
| EOY | $6,700,757 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,964,309 | BOYAmt |
| EOY | $208,003,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684,852 | BOYAmt |
| EOY | $5,394,980 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,947 | BOYAmt |
| EOY | $1,587,979 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,500,000 | BOYAmt |
| EOY | $12,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,977,973 | BOYAmt |
| EOY | $5,682,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,917,772 | BOYAmt |
| EOY | $25,165,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,015,487 | BOYAmt |
| EOY | $83,341,889 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,031,050 | BOYAmt |
| EOY | $99,496,047 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,046,537 | BOYAmt |
| EOY | $182,837,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,964,309 | BOYAmt |
| EOY | $208,003,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,504,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,286,573 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,004,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,085,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,667,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,991,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,706,118 | CurrentTaxYearAmt |
| Total | $173,455,106 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,004,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,085,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,667,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,991,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,706,118 | CurrentTaxYearAmt |
| Total | $173,455,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,304,726 | SubstantialContributorsTotAmt |
| Public Support Total170 | $154,150,380 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,838,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,762,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,514,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,915,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $826,155 | CurrentTaxYearAmt |
| Total | $8,856,592 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $608,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $950,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,596 | CurrentTaxYearAmt |
| Total | $2,519,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $184,831,454 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,429,051 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 378,380. 2017 AMOUNT: $ 608,037. 2018 AMOUNT: $ 950,765. 2019 AMOUNT: $ 391,978. 2020 AMOUNT: $ 190,596. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,390,673 | BeginningYearBalanceAmt |
| Contributions | $27,704 | ContributionsAmt |
| Investment Earnings Or Losses | $14,656,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,050,967 | OtherExpendituresAmt |
| End Year Balance | $78,023,497 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,288,869 | BeginningYearBalanceAmt |
| Contributions | $3,222,665 | ContributionsAmt |
| Investment Earnings Or Losses | -$167,851 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,953,010 | OtherExpendituresAmt |
| End Year Balance | $65,390,673 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,578,181 | BeginningYearBalanceAmt |
| Contributions | $2,153,021 | ContributionsAmt |
| Investment Earnings Or Losses | $2,327,205 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,769,538 | OtherExpendituresAmt |
| End Year Balance | $64,288,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,884,549 | BeginningYearBalanceAmt |
| Contributions | $210,326 | ContributionsAmt |
| Investment Earnings Or Losses | $4,841,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,358,016 | OtherExpendituresAmt |
| End Year Balance | $61,578,181 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,457,511 | BeginningYearBalanceAmt |
| Contributions | $5,923,629 | ContributionsAmt |
| Investment Earnings Or Losses | $4,553,348 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,049,939 | OtherExpendituresAmt |
| End Year Balance | $58,884,549 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,335,100 | OtherCostOrOtherBasisAmt |
| Book Value | $2,335,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,754,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,832,258 | DepreciationAmt |
| Book Value | $84,921,755 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $482,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,644 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,096,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,034,977 | DepreciationAmt |
| Book Value | $1,061,692 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,858,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,766,300 | DepreciationAmt |
| Book Value | $9,092,200 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $97,410,747 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $3,682,423 |
| PAYROLL PROTECTION PROGRAM LOAN | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,682,423 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,361,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,286,573 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$327,726 | OtherRevenueAmt |
| Revenue Not Reported | $4,958,847 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,402,838 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $204,337 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$246,895 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$42,558 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,360,280 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,570,286 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $246,895 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $246,895 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,323,391 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $204,337 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $327,726 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $532,063 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,855,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART III, LINE 4: | DESCRIPTION OF NEW-YORK HISTORICAL'S COLLECTIONS - THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM'S HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, AND THE HISTORY OF NEW YORK AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE, DECORATIVE ARTS, SHIP MODELS, TOYS, AND CARRIAGES. THE LIBRARY'S VAST AND INTERRELATED COLLECTIONS INCLUDE 20,000 LINEAR FEET OF MANUSCRIPTS AND ARCHIVES 350,000 BOOKS AND PAMPHLETS; 500,000 PHOTOGRAPHIC PRINTS AND NEGATIVES; 560,000 DRAWINGS, PLANS, AND BLUEPRINTS IN THE ARCHITECTURE COLLECTIONS; 15,000 MAPS AND ATLASES; 10,000 NEWSPAPER TITLES (INCLUDING THE FOURTH LARGEST COLLECTION OF PRE-1820 AMERICAN NEWSPAPER TITLES IN THE UNITED STATES); 275,000 PRINTS AND GRAPHIC ARTWORKS; 20,000 BROADSIDES; AND SUBSTANTIAL COLLECTIONS OF EPHEMERA. THE COLLECTIONS ARE AN ESSENTIAL PART OF NEW-YORK HISTORICAL'S MISSION TO COLLECT, PRESERVE, AND INTERPRET AMERICAN HISTORY AND ART THROUGH ITS MATERIAL CULTURE LEGACY. MORE INFORMATION CAN BE OBTAINED ABOUT BOTH COLLECTIONS AT WWW.NYHISTORY.ORG. |
| PART V, LINE 4: | INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 16% MUSEUM 18% PUBLIC AND EDUCATIONAL 24% COLLECTION ACQUISITION 1% UNRESTRICTED 41% |
| PART X, LINE 2: | THE NEW-YORK HISTORICAL SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) FOR RELATED ACTIVITIES. CONTRIBUTIONS TO IT ARE TAX-DEDUCTIBLE BY DONORS AS PRESCRIBED BY THE CODE. IN ADDITION, THE SOCIETY IS TAX-EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INDIRECT COST OF SPECIAL EVENTS -327,726. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF INVENTORY SOLD -246,895. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF INVENTORY SOLD 246,895. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INDIRECT COST OF SPECIAL EVENTS 327,726. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | INVESTMENTS | $6,700,757 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $443 | EXHIBITION DESIGN |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $50,000 | SPEAKER/PERFORMER |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $337,938 | EXHIBITION DESIGN |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $46,209 | EXHIBITION/STORE MDSE |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $7,297 | EXHIBITION/STORE MDSE |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $6,954 | EXHIBITION/STORE MDSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,149,598 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,149,598 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (1) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCH F, PART I, LINE 3 | ACTIVITIES OUTSIDE THE U.S. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED FUNDS FROM FOREIGN SOURCES, AS FOLLOWS: (1) RIGHTS AND REPRODUCTION INCOME OF $14,182 FROM EUROPEAN SOURCES. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY REMITTED FUNDS TO FOREIGN SOURCES, AS FOLLOWS: (1) TO A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $50,000. (2) TO EUROPEAN VENDORS FOR EXHIBITION ITEMS AGGREGATING $75,360. (3) FOR ANIMATION SERVICES FROM A EUROPEAN VENDOR AGGREGATING $263,021. (4) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM EUROPEAN VENDORS AGGREGATING $42,042. (5) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM AN INDIAN VENDOR AGGREGATING $6,954. (6) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM A TURKISH VENDOR AGGREGATING $4,168. (7) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM A KOREAN VENDOR AGGREGATING $7,297. |
| FORM 990, SCH F, PART I, LINE 3, COLUMN (F) | METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBI ZAKIN EVENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 EAST 76 STREET SUITE B 503 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SPEC EVENTS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,973,772 | GrossReceiptsAmt |
| Retained By Contractor | $149,000 | RetainedByContractorAmt |
| Net To Organization | $3,824,772 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,973,772 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $149,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,824,772 | TotalNetToOrganizationAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WEEKEND/HISTORY | Event1Nm |
| Gross Receipts Event1 | $2,748,808 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,677,768 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,040 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,875 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $100,000 | OtherDirectExpensesEvent1Amt |
| Event2 | STRAWBERRY FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $879,964 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $863,764 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,200 | GrossRevenueEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $345,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $345,000 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $3,973,772 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,886,532 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,240 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $12,875 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $100,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $125,875 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,635 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FUNDRAISER THE NEW-YORK HISTORICAL SOCIETY CONTRACTED WITH ONE PROFESSIONAL FUNDRAISER DURING THE TAX YEAR - BARBI ZAKIN EVENTS LLC CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE NEW-YORK HISTORICAL SOCIETY'S FUNDRAISING EVENTS AND ONE PROGRAMMING INITIATIVE DURING THE TAX YEAR. EACH CONTRACT CALLED FOR THE PAYMENT OF A FLAT FEE AND THE REIMBURSEMENT OF OUT-OF-POCKET EXPENSES (I.E. STAMPS, OFFICE SUPPLIES AND COPIES OF MATERIALS). THE NEW-YORK HISTORICAL SOCIETY DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW-YORK HISTORICAL SOCIETY DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $149,000 AND $6,947, RESPECTIVELY. |
| FORM 990, SCHEDULE G, PART II | COVID-19 IMPACT ON MARCH 13, 2020, THE SOCIETY CLOSED MOST OF ITS PUBLIC OPERATIONS AND CANCELLED ITS PROGRAMMING DUE TO CONCERNS AROUND THE SPREAD OF COVID-19 AND, SUBSEQUENTLY, STATE AND CITY MANDATES, REQUIRING ALL NEW YORK MUSEUMS AND LIBRARIES TO CLOSE. WHILE NEW-YORK HISTORICAL HAS BEEN ABLE TO REOPEN DURING FY 2021 AT LEAST PARTIALLY, CONTINUED CONCERN ABOUT THE COVID VIRUS RESULTED IN VERY WEAK EARNED REVENUES THROUGHOUT THE YEAR. PARTICULARLY HARD HIT HAS BEEN: - MUSEUM ADMISSIONS - PUBLIC PROGRAM ATTENDANCE - SCHOOL VISITS - SPACE RENTALS - RETAIL SALES - FOOD SERVICES - FUNDRAISING EVENTS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BARBARA AND DAVID ZALAZNICK BOOK PRIZE | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $100,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANTS THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS. THE MONITORING OF THE GRANTS ARE AS FOLLOWS: THE CHILDREN'S HISTORY BOOK CLUB PRIZE ($10,000) IS AWARDED ANNUALLY TO AUTHORS FOR A FICTION OR NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY FOR MIDDLE READERS THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO CHILDREN AND EDUCATORS. IN SELECTING THE RECIPIENTS OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF TEN (INCLUDING EDUCATORS, HISTORIANS, LIBRARIANS, AND MIDDLE READERS) SELECTS THE FINALIST. THE CHILDREN'S HISTORY BOOK PRIZE WAS NOT AWARDED IN FY21 DUE TO THE COVID-19 PANDEMIC. THE BARBARA AND DAVID ZALAZNICK BOOK PRIZE IN AMERICAN HISTORY ($50,000) WAS NOT AWARDED IN FY20. THE PRIZE WAS DELAYED DUE TO THE COVID-19 PANDEMIC AND AWARDED IN THE FALL OF 2020. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOUISE MIRRER | ||||||||||||||
| PRESIDENT & CEO | $470,723 | $0 | $0 | $0 | $19,500 | $0 | $57,000 | $0 | $31,120 | $0 | $578,343 | $0 | $0 | $0 |
| RICHARD SHEIN | ||||||||||||||
| ASSISTANT TREASURER AND CFO | $194,215 | $0 | $0 | $0 | $19,500 | $0 | $18,631 | $0 | $47,037 | $0 | $279,383 | $0 | $0 | $0 |
| VALERIE PALEY | ||||||||||||||
| SVP AND LIBRARY DIRECTOR | $209,188 | $0 | $0 | $0 | $516 | $0 | $17,819 | $0 | $43,568 | $0 | $271,091 | $0 | $0 | $0 |
| FREDDY TAVERAS | ||||||||||||||
| SECRETARY,EVP & GEN.COUNSEL | $216,498 | $0 | $0 | $0 | $180 | $0 | $18,697 | $0 | $29,521 | $0 | $264,896 | $0 | $0 | $0 |
| MATTHEW BREGMAN | ||||||||||||||
| VP DEVELOPMENT | $199,165 | $0 | $0 | $0 | $387 | $0 | $16,877 | $0 | $42,974 | $0 | $259,403 | $0 | $0 | $0 |
| MARGARET HOFER | ||||||||||||||
| VP MUSEUM DIRECTOR | $155,207 | $0 | $0 | $0 | $20,016 | $0 | $14,754 | $0 | $46,150 | $0 | $236,127 | $0 | $0 | $0 |
| MICHAEL RYAN | ||||||||||||||
| VP LIBRARY DIRECTOR | $200,832 | $0 | $0 | $0 | $0 | $0 | $16,673 | $0 | $13,509 | $0 | $231,014 | $0 | $0 | $0 |
| INES ASLAN-SCHWED | ||||||||||||||
| VP MARKETING AND COMMUNICATION | $158,929 | $0 | $0 | $0 | $317 | $0 | $13,449 | $0 | $49,273 | $0 | $221,968 | $0 | $0 | $0 |
| DALE GREGORY | ||||||||||||||
| VP PUBLIC PROGRAMS | $153,818 | $0 | $0 | $0 | $0 | $0 | $12,344 | $0 | $36,258 | $0 | $202,420 | $0 | $0 | $0 |
| MARCI REAVEN-TANIS | ||||||||||||||
| VP HISTORY EXHIBITS | $173,133 | $0 | $0 | $0 | $3,600 | $0 | $14,376 | $0 | $2,608 | $0 | $193,717 | $0 | $0 | $0 |
| JENNIFER SCHANTZ | ||||||||||||||
| SEC, EVP, COO (END 5/8/2020) | $150,689 | $0 | $0 | $0 | $75 | $0 | $11,950 | $0 | $18,941 | $0 | $181,655 | $0 | $0 | $0 |
| FRANK DIMAIOLO | ||||||||||||||
| VP HUMAN RESOURCES | $138,258 | $0 | $0 | $0 | $88 | $0 | $10,771 | $0 | $13,927 | $0 | $163,044 | $0 | $0 | $0 |
| MARIANNE NAGAWIECKI | ||||||||||||||
| VP EDUCATION | $128,374 | $0 | $0 | $0 | $71 | $0 | $9,727 | $0 | $14,552 | $0 | $152,724 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 152 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,300,474 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE RECEIVED | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | INITIATIVE ITEMS | 250 | $0 |
| Yes (X) | BOOKS, NEWSPAPERS, MAPS | 15 | $0 |
| Yes (X) | MANUSCRIPTS | 14 | $0 |
| Yes (X) | PHOTOGRAPHS | 30 | $0 |
| Yes (X) | OTHER PRINTED MATERIALS | 84 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE FISCAL YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | 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. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | 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 LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S PREMIER COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISES MORE THAN TWO MILLION WORKS. (SEE SCHEDULE D, PART XIII FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND ROTATING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2020 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 400,000 PEOPLE AND INCLUDED 16 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS TRAVELING EXHIBITIONS ON VIEW AT SEVEN (7) VENUES THROUGHOUT THE UNITED STATES, TWO (2) OF WHICH WERE EXTENDED INTO TAX YEAR 2020. THESE EXHIBITIONS TELL THE STORY OF THE UNITED STATES THROUGH ARTIFACTS AND ART. IN ADDITION, EVERY YEAR, NEW-YORK HISTORICAL REGULARLY LENDS INDIVIDUAL OR SMALL GROUPS OF COLLECTION OBJECTS TO OTHER INSTITUTIONS TO FURTHER ITS MISSION. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | EDUCATIONAL AND PUBLIC PROGRAMS NEW-YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW-YORK HISTORICAL SOCIETY ORGANIZES AND PRESENTS AN EXTENSIVE RANGE OF SCHOOL PROGRAMS FOR STUDENTS AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS, AS WELL AS DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING TAX YEAR 2020, APPROXIMATELY 80,000 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH EDUCATIONAL PROGRAMS IN BOTH THE MUSEUM BUILDING AND SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW-YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW-YORK HISTORICAL OFFERS AN AWARD-WINNING HIGH SCHOOL INTERNSHIP PROGRAM, AND 100% OF ITS PARTICIPANTS GO ON TO COLLEGE. INTERNSHIPS ARE ALSO AVAILABLE FOR COLLEGE STUDENTS PURSUING CAREERS IN HISTORY EDUCATION. THE NEW-YORK HISTORICAL SOCIETY IS HOME TO DIMENNA CHILDREN'S HISTORY MUSEUM, AN INTERACTIVE, EDUCATIONAL EXHIBITION SPACE FOR CHILDREN OF ALL AGES. HERE, CHILDREN HAVE FUN WHILE LEARNING ABOUT AMERICAN HISTORY THROUGH COLORFUL EXHIBITS, DIGITAL INSTALLATIONS, AND THOUGHT-PROVOKING PROGRAMS, INCLUDING LIVING HISTORY AS WELL AS STORY TIMES IN THE BARBARA K. LIPMAN CHILDREN'S HISTORY LIBRARY. IN ITS SIXTH YEAR OF EXISTENCE, THE NEW-YORK HISTORICAL SOCIETY'S CENTER FOR WOMEN'S HISTORY HAS ALREADY ESTABLISHED ITSELF AS AN INDISPENSABLE DRIVER OF THE NATIONAL CONVERSATION AROUND WOMEN'S HISTORY, RIGHTS, AND NARRATIVES. FOCUSED ON THE INTERSECTION OF RACE, CLASS, GENDER, AND SEXUALITY, THE CENTER HAS BECOME A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION UNDER THE LEADERSHIP OF DIRECTOR DR. VALERIE PALEY. IT HAS ALSO BEEN BEHIND SOME OF THE MOST THRILLING INITIATIVES AT NEW-YORK HISTORICAL IN RECENT YEARS, INCLUDING THE BILLIE JEAN KING ARCHIVE, THE MERYL STREEP-NARRATED FILM "WE RISE", AND THE ANNUAL DIANE AND ADAM E. MAX CONFERENCE IN WOMEN'S HISTORY. THE PUBLIC PROGRAMS DEPARTMENT FOSTERS LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY THROUGH ITS LECTURES AND CLASSIC FILM SERIES. DURING TAX YEAR 2020, NEARLY 13,000 PEOPLE ATTENDED THESE ADULT PROGRAMS IN THE AGGREGATE. MANY OF THESE PROGRAMS ARE ALSO AVAILABLE TO A GLOBAL AUDIENCE THROUGH AUDIO AND VIDEO RECORDINGS ON NEW-YORK HISTORICAL'S WEBSITE. THE NEW-YORK HISTORICAL SOCIETY OPERATES THE INSTITUTE FOR CONSTITUTIONAL STUDIES, A LEADING NATIONAL FORUM FOR THE INTERDISCIPLINARY STUDY OF AMERICAN CONSTITUTIONAL HISTORY. THE INSTITUTE OFFERS ADVANCED SEMINARS, AS WELL AS WORKSHOPS DEVOTED TO IMPROVING THE TEACHING OF CONSTITUTIONAL HISTORY. THESE PROGRAMS ARE DESIGNATED FOR DOCTORAL STUDENTS, JUNIOR FACULTY MEMBERS, LAWYERS, AND EDUCATORS. THE NEW-YORK HISTORICAL SOCIETY ESTABLISHED THE CITIZENSHIP PROJECT, TO EDUCATE IMMIGRANTS AS THEY PURSUE U.S. CITIZENSHIP. THIS INNOVATIVE PROGRAM USES THE MUSEUM'S EXHIBITIONS AND COLLECTIONS ITEMS TO HELP PERMANENT RESIDENTS STUDY FOR THE CIVICS QUESTIONS ON THE U.S. NATURALIZATION EXAM. THE NEW-YORK HISTORICAL SOCIETY EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA CHANNELS (FACEBOOK, TWITTER, INSTAGRAM, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2020, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN 2.4 MILLION UNIQUE PAGEVIEWS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 290,000 FOLLOWERS IN AGGREGATE. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | LIBRARY THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE OLDEST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. COLLECTION STRENGTHS INCLUDE: LOCAL HISTORY OF NEW YORK CITY, NEW YORK STATE AND THE EASTERN SEABOARD; EXPLORATION AND VOYAGES; COLONIAL HISTORY, THE REVOLUTIONARY WAR AND EARLY REPUBLIC; MERCANTILE HISTORY OF NEW YORK AND THE EXPANDING NATION; AMERICAN MILITARY AND NAVAL HISTORY; ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE UNITED STATES; THE CIVIL WAR; RELIGION AND RELIGIOUS MOVEMENTS; NEW YORK CITY SOCIAL SERVICES AND CHARITABLE ORGANIZATIONS; NEW YORK CITY ARCHITECTURE; PORTRAITURE AND DOCUMENTARY PHOTOGRAPHY; EPHEMERA COLLECTIONS SUCH AS THE BELLA C. LANDAUER COLLECTION OF BUSINESS AND ADVERTISING ART. |
| FORM 990, PART VI, SECTION B, LINE 11B | APPROVAL PROCESS OF FORM 990 THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FULL BOARD OF TRUSTEES IS SENT (VIA EMAIL) A COMPLETE COPY OF THE FORM 990, AS IT WILL BE FILED WITH THE IRS, FOR ITS REVIEW. AFTER A COMMENT PERIOD OF A REASONABLE NUMBER OF DAYS, THE PRESIDENT AND CEO IS AUTHORIZED TO SIGN AND THE STAFF IS AUTHORIZED TO FILE THE FORM 990 AND SCHEDULES WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE SENDING OF A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ON AN ANNUAL BASIS TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE GENERAL COUNSEL IS CHARGED WITH MAKING A GOOD FAITH EFFORT TO COLLECT EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS, AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES. PER THE CONFLICT OF INTEREST POLICY, A TRUSTEE, OFFICER, OR KEY EMPLOYEE WITH DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST MAY NOT PARTICIPATE IN THE VOTE ON THE MATTER PERTAINING TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION REVIEW PROCESS IN NOVEMBER OF EACH YEAR, INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE ACT AS A COMPENSATION COMMITTEE AND REVIEW AND APPROVE THE SALARIES AND 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 A 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, COMPRISING 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 BOARD CHAIR. THE BOARD CHAIR LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE BOARD CHAIR TAKES CONTEMPORANEOUS MINUTES AND DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF DOCUMENTS THE NEW-YORK HISTORICAL SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE CHARITIES BUREAU OF THE NEW YORK STATE ATTORNEY GENERAL'S OFFICE AND AVAILABLE TO THE PUBLIC FROM THE BUREAU. THE PUBLIC INSPECTION COPY OF THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG). FORM 990 COVID-19 IMPACT ON MARCH 13, 2020, THE SOCIETY CLOSED MOST OF ITS PUBLIC OPERATIONS AND CANCELLED ITS PROGRAMMING DUE TO CONCERNS AROUND THE SPREAD OF COVID-19 AND, SUBSEQUENTLY, STATE AND CITY MANDATES, REQUIRING ALL NEW YORK MUSEUMS AND LIBRARIES TO CLOSE. WHILE NEW-YORK HISTORICAL HAS BEEN ABLE TO REOPEN DURING FY2021 AT LEAST PARTIALLY, CONTINUED CONCERN ABOUT THE COVID VIRUS RESULTED IN VERY WEAK EARNED REVENUES THROUGHOUT THE YEAR. PARTICULARLY HARD HIT HAS BEEN: - MUSEUM ADMINISTIONS - PUBLIC PROGRAM ATTENDANCE - SCHOOL VISITS - SPACE RENTALS - RETAIL SALES - FOOD SERVICES - FUNDRAISING EVENTS |