PIERPONT MORGAN LIBRARY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PIERPONT MORGAN LIBRARY (EIN 13-1624146)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-14
- IRS object ID
- 201140459349301514
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-14T15:45:57-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624146 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pierpont Morgan Library | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PIER | NameControl |
| Phone | 2126850008 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM M GRISWOLD | Name |
| Title | DIRECTOR | Title |
| Phone | 2126850008 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lauren Cresci | Name |
| Phone | 2126972299 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the morgan library & museum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | william m griswold | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 114419687 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.themorgan.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | MUSEUM AND INDEPENDENT RESEARCH LIBRARY (SEE SCHEDULE 0)home to one of the world's foremost collections of manuscripts, rare books, music, drawings, and ancient and other works of art, The Morgan Library & Museum offers visitors a stimulating range of exhibitions and public programs while providing researchers with access to its collection, both on site and electronically. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 237 | TotalNbrEmployees |
| Total Nbr Volunteers | 68 | TotalNbrVolunteers |
| Total Gross UBI | 244016 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -303234 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14233063 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13531280 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2001924 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1627822 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -998260 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6407948 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 374531 | OtherRevenuePriorYear |
| Other Revenue Current Year | 408683 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15611258 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21975733 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100916 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 106315 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10683217 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9381539 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 51140 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 20000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1658601 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13985214 | OtherExpensePriorYear |
| Other Expenses Current Year | 10948187 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24820487 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20456041 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9209229 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1519692 | RevenuesLessExpensesCY |
| Total Assets BOY | 257836026 | TotalAssetsBOY |
| Total Assets EOY | 290398162 | TotalAssetsEOY |
| Total Liabilities BOY | 24325086 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23420374 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 233510940 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 266977788 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Morgan Library & museum is to preserve, build, study, present, and interpret a collection of extraordinary quality, in order to stimulate enjoyment, excite the imagination, advance learning, and nurture creativity. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7885756 | Expense |
| Grants | 46088 | Grants |
| Revenue | 1008836 | Revenue |
| Description | Curatorial: The Morgan Library & Museum ("the Morgan") occupies a midtown Manhattan campus comprised of three landmarked buildings that are joined by new pavilions constructed of steel-and-glass panels designed by renowned architect Renzo Piano. The Morgan houses one of the world's greatest collections of artistic, literary, musical, and historical works. Included in its holdings are original scores of Mozart and Beethoven, drawings by Rembrandt and Rubens, medieval and Renaissance works, three Gutenberg Bibles, literary manuscripts by Dickens and Twain, and five-thousand-year-old Near Eastern carvings. The Morgan recorded over 156,000 visitors in fiscal year 2010, primarily for a wide variety of changing exhibitions encompassing works from the Morgan's permanent collection and from other museums and libraries in the U.S. and abroad. The Morgan's curators plan the exhibitions, oversee the permanent collection, prepare exhibition and collection-related catalogs, organize symposia, host graduate seminars, and provide research and other services to the scholarly community. The extraordinary group of medieval and Renaissance manuscripts; printed books and bindings; literary, historical, and music manuscripts; drawings and prints; and ancient cylinder seals that J. Pierpont Morgan brought together were among the first important collections of their kind in America and form what is today the core of the Morgan's holdings. In overall quality and importance, the collections are among the finest in the world. They now number more than 350,000 objects and are distinguished by the high percentage of items that are unique or exceptionally rare. The Morgan continues to acquire in the fields established by Pierpont Morgan and is one of only a handful of American institutions devoted to these specialized areas. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3498424 | Expense |
| Grants | 60227 | Grants |
| Revenue | 193979 | Revenue |
| Description | Library Services: The Morgan Library & Museum is one of eighteen independent research libraries in the United States and, as such, makes the collections available to qualified researchers for study on-site in the Reading Room and Drawing Study Center. With the completion of an expanded complex in early 2006, the new Sherman Fairchild Reading Room became available to scholars. With increased seating capacity, full electronic services, and an improved working environment, the Reading Room meets the needs of researchers in the twenty-first century.An online catalog of the collections, CORSAIR, is accessible through the Morgan's web site at www.themorgan.org. An active program of scholarly catalog and facsimile publications, as well as reprographic services (digital images, photographs, microfilm, and slides), helps to extend the reach of the Morgan's scholarly services and support study of the collections off-site.The Morgan has had professional paper and book conservation facilities since the 1950s, when they were among the first such labs in the United States. The Morgan's paper conservation facilities were dramatically enhanced with the February 2002 completion of the Thaw Conservation Center. The Morgan's conservators oversee the preservation of the collections and also undertake surveys and treatment projects of discrete collection areas. The collections consist almost entirely of works on paper and related porous supports (vellum, parchment, papyri), and the conservators have developed special expertise in the conservation, restoration, and repair of such objects. Both a working and teaching facility, the Thaw Center receives requests for assistance from institutions in the United States and abroad. It offers advanced internships in conservation techniques and practices. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2909582 | Expense |
| Grants | 0 | Grants |
| Revenue | 425007 | Revenue |
| Description | Public Programs: In fiscal year 2010, 12,137 people attended a wide range of concerts, lectures, films, family programs and workshops, many by renowned artists and experts in their field. Music programming included concerts by numerous presenting organizations and performances related to the exhibitions William Blake's World and The Hours of Catherine of Cleves, among others. An active program of lectures and gallery talks primarily addressed themes related to exhibitions on view. Docents gave 325 tours of the Morgan's campus and exhibitions to over 4,000 visitors. The Morgan's school program, Exploring with the Morgan, served 4,251 K-12 students of diverse communities. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 841004 | Expense |
| Revenue | 381413 | Revenue |
| Description | Museum Publications and Retail: The Morgan maintains an active publications program, publishing catalogues related to its exhibitions and items in its permanent collections. These catalogues are made available to the public, along with other exhibition- and collection-related merchandise, through the Morgan's on-site retail shop and through the Morgan's web site. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 841004 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 381413 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15134766 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 73 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 237 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTA GREANEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2125900341 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Madison avenue | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| S PARKER GILBERT | ||||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| JAMES R HOUGHTON | ||||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| RICHARD L MENSCHEL | ||||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| ROBERT M PENNOYER ESQ | ||||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| GEORGE L K FRELINGHUYS | ||||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM R ACQUAVELLA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RODNEY B BERENS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| SUSANNA BORGHESE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| T KIMBALL BROOKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| Karen B Cohen | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FLOBELLE BURDEN DAVIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEOFFREY K ELLIOTT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| clement c moore ii | ||||||||
| truSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES F MORGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN A MORGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DIANE A NIXON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| COSIMA PAVONCELLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER PENNOYER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CYNTHIA HAZEN POLSKY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNETTE DE LA RENTA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LR RICCIARDI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HAMILTON ROBINSON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES A RUNDE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES BAKER SITRICK ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BEATRICE STERN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY C WALKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM T BUICE III | ||||||||
| TRUSTEE EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM M GRISWOLD | ||||||||
| director | 35.00 | X | X | 447527 | 0 | 41780 | ||
| brian regan | ||||||||
| deputy director & asst s | 35.00 | X | 248735 | 0 | 55450 | |||
| kristina w stillman | ||||||||
| dir of finance & admin & | 35.00 | X | 230434 | 0 | 65316 | |||
| ROBERT PARKS | ||||||||
| DIRECTOR- LIBRARY & MUSE | 35.00 | 151606 | 0 | 23351 | X | |||
| patrick milliman | ||||||||
| dir. of comm and marketi | 35.00 | 146116 | 0 | 38038 | X | |||
| loretta greaney | ||||||||
| controller | 35.00 | 129409 | 0 | 21597 | X | |||
| john bidwell | ||||||||
| astor curator & dept hea | 35.00 | 115372 | 0 | 22651 | X | |||
| anita masi | ||||||||
| director of institutiona | 35.00 | 108025 | 0 | 31708 | X | |||
| charles ryskamp | ||||||||
| former director | 0 | 0 | 13650 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1577224 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 299891 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| laplaca cohen advertising inc | |||||
| 43 west 24th street | new YORK | NY | 10010 | public relations consultant | 594179 |
| jp morgan asset management inc | |||||
| 245 park avenue | NEW YORK | NY | 10167 | investment management fees | 238918 |
| beau dietl & associates security & inves | |||||
| one penn plaza 50th floor | new yORK | NY | 10119 | contracted security staff | 213128 |
| silchester international investors | |||||
| 780 third avenue 42nd floor | new YORK | NY | 10017 | investment management fees | 170201 |
| miko mcginty inc | |||||
| 295 carroll street | brooklyn | NY | 11231 | graphic designer & coordintor | 143270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 2252842 | MembershipDues |
| Government Grants | 878000 | GovernmentGrants |
| All Other Contributions | 10400438 | AllOtherContributions |
| Noncash Contributions | 1689395 | NoncashContributions |
| Total Contributions | 13531280 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| admissions & TICKET SA | 900099 | 1041780 | 1041780 | |
| membeR DUES,EVENTS, AC | 900099 | 392063 | 61955 | $330,108 |
| pHOTOGRAPHIC INCOME | 900099 | 105766 | 105766 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88213 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88213 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1627822 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2659386 | TotalRevenueColumn |
| Unrelated Business Revenue | 70018 | UnrelatedBusinessRevenue |
| Exclusion | $2,589,368 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3985 | TotalRevenueColumn |
| Exclusion | $3,985 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 72000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48715 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 23285 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23285 | TotalRevenueColumn |
| Exclusion | $23,285 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 85378471 | Securities |
| Other | 10277956 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82961623 | Securities |
| Other | 8946242 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2416848 | Securities |
| Other | 1331714 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3748562 | TotalRevenueColumn |
| Exclusion | $3,748,562 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 868787 | GrossSalesOfInventory |
| Cost Of Goods Sold | 487374 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 381413 | TotalRevenueColumn |
| Unrelated Business Revenue | 173998 | UnrelatedBusinessRevenue |
| Exclusion | $207,415 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21975733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1297714 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 244016 | UnrelatedBusinessRevenue |
| Exclusion | $6,902,723 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106315 | Total |
| Program Services | 106315 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1064649 | Total |
| Program Services | 577404 | ProgramServices |
| Management And General | 299114 | ManagementAndGeneral |
| Fundraising | 188131 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13650 | Total |
| Management And General | 13650 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6638508 | Total |
| Program Services | 4599560 | ProgramServices |
| Management And General | 1415073 | ManagementAndGeneral |
| Fundraising | 623875 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390202 | Total |
| Program Services | 269049 | ProgramServices |
| Management And General | 92845 | ManagementAndGeneral |
| Fundraising | 28308 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759260 | Total |
| Program Services | 600754 | ProgramServices |
| Management And General | 61311 | ManagementAndGeneral |
| Fundraising | 97195 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515270 | Total |
| Program Services | 347376 | ProgramServices |
| Management And General | 116445 | ManagementAndGeneral |
| Fundraising | 51449 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96617 | Total |
| Management And General | 96617 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66904 | Total |
| Management And General | 66904 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Fundraising | 20000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409119 | Total |
| Management And General | 409119 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239926 | Total |
| Program Services | 172302 | ProgramServices |
| Management And General | 61374 | ManagementAndGeneral |
| Fundraising | 6250 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468981 | Total |
| Program Services | 467366 | ProgramServices |
| Management And General | 1615 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360537 | Total |
| Program Services | 250972 | ProgramServices |
| Management And General | 59861 | ManagementAndGeneral |
| Fundraising | 49704 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112307 | Total |
| Program Services | 85055 | ProgramServices |
| Management And General | 15859 | ManagementAndGeneral |
| Fundraising | 11393 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184296 | Total |
| Program Services | 44518 | ProgramServices |
| Management And General | 36329 | ManagementAndGeneral |
| Fundraising | 103449 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198317 | Total |
| Program Services | 156167 | ProgramServices |
| Management And General | 27568 | ManagementAndGeneral |
| Fundraising | 14582 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4060091 | Total |
| Program Services | 3197154 | ProgramServices |
| Management And General | 564399 | ManagementAndGeneral |
| Fundraising | 298538 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218782 | Total |
| Program Services | 182471 | ProgramServices |
| Management And General | 23749 | ManagementAndGeneral |
| Fundraising | 12562 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| building & space mtc | 1924789 | 1574607 | 219116 | 131066 |
| collection items purcha | 1516630 | 1516630 | ||
| EXHIBITION, FEES, COURI | 678405 | 678405 | ||
| reference books | 183852 | 183852 | ||
| MISCELLANEOUS | 142403 | 68174 | 53472 | 20757 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86231 | Total |
| Program Services | 56635 | ProgramServices |
| Management And General | 28254 | ManagementAndGeneral |
| Fundraising | 1342 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20456041 | Total |
| Program Services | 15134766 | ProgramServices |
| Management And General | 3662674 | ManagementAndGeneral |
| Fundraising | 1658601 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 636175 | BOY |
| EOY | 1378495 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5593915 | BOY |
| EOY | 13045959 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7713120 | BOY |
| EOY | 5367742 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541204 | BOY |
| EOY | 942481 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387535 | BOY |
| EOY | 285784 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014601 | BOY |
| EOY | 1054832 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 153008405 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27834947 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128470738 | BOY |
| EOY | 125173458 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47101094 | BOY |
| EOY | 47321524 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66168256 | BOY |
| EOY | 95521581 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209388 | BOY |
| EOY | 306306 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257836026 | BOY |
| EOY | 290398162 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2475056 | BOY |
| EOY | 1816458 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17176 | BOY |
| EOY | 100243 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000000 | BOY |
| EOY | 20000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1832854 | BOY |
| EOY | 1503673 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24325086 | BOY |
| EOY | 23420374 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122716090 | BOY |
| EOY | 134190367 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25745631 | BOY |
| EOY | 46260608 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85049219 | BOY |
| EOY | 86526813 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233510940 | BOY |
| EOY | 266977788 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257836026 | BOY |
| EOY | 290398162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25205928 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17119659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12356377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14265363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13531280 | CurrentTaxYear |
| Total | 82478607 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25205928 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17119659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12356377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14265363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13531280 | CurrentTaxYear |
| Total | 82478607 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15677689 | AmountsSubstContributorsTotal |
| Public Support Total170 | 66800918 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6652504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4851979 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7603561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3678216 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2686656 | CurrentTaxYear |
| Total | 25472916 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 107951523 | TotalSupport |
| Gross Receipts From Admissions Etc | 14418484 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113269350 | BeginningOfYearBalance |
| Contributions | 1319588 | Contributions |
| Investment Earnings Or Losses | 37936725 | InvestmentEarningsOrLosses |
| Other Expenditures | 9682558 | OtherExpenditures |
| End Of Year Balance | 142843105 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 148938518 | BeginningOfYearBalance |
| Contributions | 8107246 | Contributions |
| Investment Earnings Or Losses | -36836705 | InvestmentEarningsOrLosses |
| Other Expenditures | 6939709 | OtherExpenditures |
| End Of Year Balance | 113269350 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13290 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59930 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26780 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14283694 | OtherCostOrOtherBasis |
| Book Value | 14283694 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133687522 | OtherCostOrOtherBasis |
| Depreciation | 25200150 | Depreciation |
| Book Value | 108487372 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4497460 | OtherCostOrOtherBasis |
| Depreciation | 2634797 | Depreciation |
| Book Value | 1862663 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 539729 | OtherCostOrOtherBasis |
| Book Value | 539729 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 125173458 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (15 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| castle rock fund ltd(class a) | 9675908 | F |
| charter oak partners | 203073 | F |
| chilton internatl (bvi) ltd. | 11241282 | F |
| silchester intl value equity trust | 21572133 | F |
| cedar rock capital ptnrs llc | 14813824 | F |
| old lane cayman hff, lp | 1318495 | F |
| old lane india opportunities fund, lp | 1816983 | F |
| lc capital offhsore fund | 7075686 | F |
| brigade leveraged capital | 9050660 | F |
| Short term individual issues | 252225 | F |
| cash and cash equivalents | 1377111 | F |
| BLACK BEAR OFFSHORE LIQUIDATING FUND SPC | 116150 | F |
| CHILTON GLOBAL NATURAL RESOURCES INT'L II (BVI) LTD | 4996007 | F |
| ETON PARK OVERSEAS FUND, LTD | 5344685 | F |
| OVERLOOK PARTNERS FUND LP | 6667359 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 95521581 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Post-Retirement Benefits | $1,200,580 |
| 457(b) plan liability | $303,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1503673 | TotalOfAmounts |
| Total Revenue | 21975733 | TotalRevenue |
| Total Expenses | 20456041 | TotalExpenses |
| Excess Or Deficit For Year | 1519692 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 31947156 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 31947156 | TotalAdjustments |
| Excess Or Deficit Per FS | 33466848 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 54001144 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 31947156 | NetUnrealizedGainsInvestments |
| Other Revenues | 487374 | OtherRevenues |
| Revenue Not Rptd F990 | 32434530 | RevenueNotRptdF990 |
| Revenue Subtotal | 21566614 | RevenueSubtotal |
| Investment Expenses Not Included | 409119 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 409119 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21975733 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20534296 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 487374 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 487374 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20046922 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 409119 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 409119 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20456041 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | The Morgan's collections are maintained under curatorial care and are held for research, education and public exhibition. It is the Morgan's policy that any proceeds from the sales of collection items be used for acquisitions for the collections. The Morgan excludes the carrying value of collections from its statement of financial position. Acquisitions for the collections are reflected as decreases in the Morgan's unrestricted net assets in the year in which the items are acquired. Contributed collection items are not reflected in the Morgan's financial statements. | |
| Part III, Line 4: | THE EXTRAORDINARY GROUP OF MEDIEVAL AND RENAISSANCE MANUSCRIPTS; PRINTED BOOKS AND BINDINGS; LITERARY, HISTORICAL, AND MUSIC MANUSCRIPTS; MASTER DRAWINGS; AND ANCIENT CYLINDER SEALS THAT J.PIERPONT MORGAN BROUGHT TOGETHER WERE AMONG THE FIRST IMPORTANT COLLECTIONS OF THEIR KIND IN AMERICA. FROM THESE CORE HOLDINGS, THE MORGAN'S COLLECTIONS HAVE GROWN TO MORE THAN 350,000 OBJECTS THAT IN THEIR RESPECTIVE FIELDS ARE AMONG THE FINEST IN THE WORLD. THE MORGAN CONTINUES TO ACQUIRE IN THE FIELDS ESTABLISHED BY PIERPONT MORGAN AND IS ONE OF ONLY A HANDFUL OF AMERICAN INSTITUTIONS DEVOTED TO COLLECTING AND EXHIBITING IN THESE SPECIALIZED AREAS. IT ALSO PRESENTS A BROAD RANGE OF PUBLIC OFFERINGS (LECTURES, CONCERTS, ADULT AND CHILDREN'S EDUCATIONAL PROGRAMS) BASED ON THE COLLECTIONS. | |
| Part V, Line 4: | THE MORGAN'S ENDOWMENT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A BROAD RANGE OF INSITITUTIONAL PURPOSES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. | Description of Intended Use of Endowment Funds: |
| Part XII, Line 2d - Other Adjustments: | PUBLICATION AND BOOKSHOP EXPENSES NETTED ON PAGE 1 LINE 10b and direct exp.: 487374. | |
| Part XIII, Line 2d - Other Adjustments: | PUBLICATION AND BOOKSHOP EXPENSES NETTED ON PAGE 1 LINE 10b: 487374. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beekman marketing | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | membership | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 20000 | AmountRetainedByContractor |
| Net To Organization | -20000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 20000 | TotalRetainedByContractors |
| Total Net To Organization | -20000 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| curatorial fellowship | 1 | 46088 |
| paper conservation fellowship | 1 | 43701 |
| rare book fellowship | 1 | 16526 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Sherman Fairchild Fellowship in Conservation is intended to further the education and training of a young conservator while contributing to the ongoing program of treatment, research, and education of the Thaw Conservation Center. The Fellowship is awarded to a recent graduate holding a diploma, Master's Degree, Ph.D. and/or Advanced Certificate in Conservation from a graduate program in art or library conservation or its equivalent. Applications from qualified candidates are evaluated according to: - Suitability of the proposed treatment project or area of research for the Thaw Conservation Center -Demonstrated knowledge and skills to successfully complete the project within the proposed time frame -An active interest in education, public outreach and advocacy for the conservation profession -Letters of recommendation from persons acquainted with the qualifications, character,and scholarship of the applicant -Performance during the interview process The Moore Curatorial Fellowship in Drawings and Prints is intended to further the education and training of a young art historian, while contributing to the activities of the Department of Drawings and Prints, including exhibitions, publications, and collection research. The Fellowship is awarded to a candidate who is pursuing or has recently completed a Ph.D. in art history with a demonstrated interest in curatorial work in the field of drawings. Applications from qualified candidates are evaluated according to: -Suitability of applicant's research interests and experience to the planned activities of the department -Demonstrated research and writing skills -Knowledge or strong interest in the field of old master drawings -An active interest in curatorial work, including daily administrative activities, communications and public speaking, and scholarly research -Letters of recommendation from persons acquainted with the qualifications, character, and scholarship of the applicant -Performance during the interview process The individuals selected undertake fellowship activities at the Morgan under the auspices of the sponsoring departments. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM M GRISWOLD | |||||||||||||
| 423527 | 0 | 0 | 0 | 24000 | 0 | 32038 | 0 | 9742 | 0 | 489307 | 0 | 0 | 0 |
| brian regan | |||||||||||||
| 248735 | 0 | 0 | 0 | 0 | 0 | 32038 | 0 | 23412 | 0 | 304185 | 0 | 0 | 0 |
| kristina w stillman | |||||||||||||
| 230434 | 0 | 0 | 0 | 0 | 0 | 32032 | 0 | 33284 | 0 | 295750 | 0 | 0 | 0 |
| ROBERT PARKS | |||||||||||||
| 151606 | 0 | 0 | 0 | 0 | 0 | 16128 | 0 | 7223 | 0 | 174957 | 0 | 0 | 0 |
| patrick milliman | |||||||||||||
| 146116 | 0 | 0 | 0 | 0 | 0 | 15888 | 0 | 22150 | 0 | 184154 | 0 | 0 | 0 |
| loretta greaney | |||||||||||||
| 129409 | 0 | 0 | 0 | 0 | 0 | 12625 | 0 | 8972 | 0 | 151006 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | part I, line 1a - mr. griswold resides in an apartment owned by the morgan. the difference between his rent and the apartment's fair market value is treated as imputed income on his w-2. the morgan paid initiation fees and dues associated with one social club for mr. griswold used for business purposes. part I, line 4b - SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN BRIAN REGAN $131,514 KRISTINA STILLMAN 127,052 ROBERT PARKs 44,527 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 911882413 | IssuerEIN |
| CUSIP Number | 649717MW2 | CUSIPNumber |
| Date Issued | 2004-01-22 | DateIssued |
| Issue Price | 50000000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION, RENOVATION, and Equipping a portion of the morgan's facility. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 50000000 | TotalProceeds |
| Issuance Costs From Proceeds | 828776 | IssuanceCostsFromProceeds |
| Capital Expenditures | 49171224 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.01000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00800 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01800 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIG matched funding | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.600000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 72 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Art Fractional Interest ArtFractionalInterest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1689395 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | quoted market price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 8 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | TO DETERMINE THE NUMBER OF CONTRIBUTIONS OF WORKS OF ART, A COMBINATION OF BOTH THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS WAS USED. |
| Third Party Use: | Part I, Line 32b: | THE MORGAN HAS A DEDICATED ACCOUNT AT JPMORGAN CHASE BANK, WHERE ALL CONTRIBUTIONS OF STOCK GIFTS ARE DIRECTED. THE STOCK IS SOLD UPON RECEIPT AND THE PROCEEDS WIRED TO THE MORGAN'S OPERATING ACCOUNT. |
| Non Reporting of Revenue: | Part I, Line 33: | A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | charles f morgan and john a morgan - family relationship robert m pennoyer and peter m pennoyer - family relationship |
| Form 990, Part VI, Section B, line 11 | The Form 990 was reviewed by the Director of Finance and Administration/CFO, Director, and Treasurer/Chairman of the Audit Committee, and was provided to all voting members of the board of trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | disclosure forms are distributed annually to officers, members of the board, and key employees. responses are reviewed by the deputy director, who confers with legal counsel if necessary. should it be needed, legal counsel would confer with officers of the board about any compliance concerns. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND DETERMINES COMPENSATION FOR KEY EMPLOYEES, UTILIZING COMPARABLE DATA FROM SOURCES THEY DEEM APPROPRIATE. |
| Form 990, Part VI, Section C, line 19 | requests for copies of the morgan's governing documents, conflict of interest policy, and financial statements are evaluated on a case-by-case basis. |
| form 990, part xi, line 2c | The process for oversight of the library's financial statement audit has not changed from the prior year. |