2024-05-14T12:11:29-05:00 2023-06-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2022-07-01 131624124 NEW YORK HISTORICAL SOCIETY NEWY 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 MONIQUE QUINN ASST. TREAS & CFO 2128733400 2024-05-14 1 MONIQUE QUINN 999009999 0 TOBY RUTH FRIEDMAN KERSLAKE P01875806 2127589700 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 10024 95114893 0 X WWW.NYHISTORY.ORG X 1809 NY TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, SEE SCHEDULE O. 45 44 390 210 56322 0 45680267 46143681 1775154 3232125 3456150 1600640 2886849 2992443 53798420 53968889 60000 60000 0 0 19314901 21364929 161500 168000 2687466 22412816 22056025 41949217 43648954 11849203 10319935 198363647 222197434 22011682 31034501 176351965 191162933 X 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. 0 0 18272217 2270515 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 COMPRISE ABOUT 80,000 OBJECTS. 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. 8655736 911973 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. 5869230 60000 650 LIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE FIRST 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. 3791782 48987 OTHER PROGRAM SERVICESNEW-YORK HISTORICAL HAS A MUSEUM STORE WHICH SELLS MERCHANDISE PRIMARILY RELATED TO THE SOCIETY'S MISSION, CURRENT EXHIBITIONS OR COLLECTION; OFFERS SPACE RENTALS TO VARIOUS ORGANIZATIONS AND INDIVIDUALS FOR SPECIAL EVENTS; AND RECEIVES ROYALTIES FROM PUBLISHERS, WEB DESIGNERS AND INDIVIDUALS FOR THE USE OF ITEMS IN THE COLLECTION. 3791782 48987 36588965 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 377 0 1 390 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 45 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA WA X X MONIQUE QUINN 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 LOUISE MIRRER PRESIDENT AND CEO 35.00 0.00 X X 871474 0 117419 HSIN-MEI AGNES HSU CHAIR 1.00 0.00 X X 0 0 0 JOHN MONSKY VICE CHAIR 1.00 0.00 X X 0 0 0 SUZANNE F PECK VICE CHAIR 1.00 0.00 X X 0 0 0 RUSSELL P PENNOYER TREASURER 1.00 0.00 X X 0 0 0 HELEN APPEL TRUSTEE 1.00 0.00 X 0 0 0 CLIFF ASNESS TRUSTEE (END 11/2022) 1.00 0.00 X 0 0 0 BARRY BARNETT TRUSTEE 1.00 0.00 X 0 0 0 NORMAN BENZAQUEN TRUSTEE 1.00 0.00 X 0 0 0 JUDITH ROTH BERKOWITZ TRUSTEE 1.00 0.00 X 0 0 0 JAMES S CHANOS TRUSTEE 1.00 0.00 X 0 0 0 LOIS CHILES TRUSTEE 1.00 0.00 X 0 0 0 DANIEL COHEN TRUSTEE 1.00 0.00 X 0 0 0 BETSY COHN TRUSTEE (END 10/2022) 1.00 0.00 X 0 0 0 RAVENEL B CURRY III TRUSTEE 1.00 0.00 X 0 0 0 SUSAN FRIER DANILOW TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH B DATER TRUSTEE 1.00 0.00 X 0 0 0 BARBARA KNOWLES DEBS TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH A DIMENNA TRUSTEE 1.00 0.00 X 0 0 0 KRIS DOERFLER TRUSTEE (END 10/2022) 1.00 0.00 X 0 0 0 BUZZY GEDULD TRUSTEE 1.00 0.00 X 0 0 0 DOROTHY GOLDMAN TRUSTEE 1.00 0.00 X 0 0 0 MARTIN J GROSS TRUSTEE 1.00 0.00 X 0 0 0 ROGER HERTOG TRUSTEE 1.00 0.00 X 0 0 0 EDWARD R HINTZ TRUSTEE 1.00 0.00 X 0 0 0 ELIE HIRSCHFELD TRUSTEE 1.00 0.00 X 0 0 0 BRIAN KANE TRUSTEE 1.00 0.00 X 0 0 0 PATRICIA KLINGENSTEIN TRUSTEE (END 2/2023) 1.00 0.00 X 0 0 0 SIDNEY LAPIDUS TRUSTEE 1.00 0.00 X 0 0 0 TARKY LOMBARDI JR TRUSTEE 1.00 0.00 X 0 0 0 PETER W MAY TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN M MOSES TRUSTEE 1.00 0.00 X 0 0 0 LAWRENCE NEUBAUER TRUSTEE (AS OF 2/2023) 1.00 0.00 X 0 0 0 JOEL I PICKET TRUSTEE 1.00 0.00 X 0 0 0 JEAN MARGO REID TRUSTEE 1.00 0.00 X 0 0 0 RICHARD REISS JR TRUSTEE 1.00 0.00 X 0 0 0 THOMAS A SAUNDERS III TRUSTEE (END 9/2022) 1.00 0.00 X 0 0 0 PAM B SCHAFLER TRUSTEE 1.00 0.00 X 0 0 0 BERNARD L SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL SOLENDER TRUSTEE (AS OF 2/2023) 1.00 0.00 X 0 0 0 GILLIAN STEEL TRUSTEE 1.00 0.00 X 0 0 0 SY STERNBERG TRUSTEE 1.00 0.00 X 0 0 0 ANDREW H TISCH TRUSTEE 1.00 0.00 X 0 0 0 ERNEST TOLLERSON TRUSTEE 1.00 0.00 X 0 0 0 IRA UNSCHULD TRUSTEE (END 11/2022) 1.00 0.00 X 0 0 0 BRIDGET VAN KRALINGEN TRUSTEE 1.00 0.00 X 0 0 0 SUSAN WATERFALL TRUSTEE 1.00 0.00 X 0 0 0 SUE ANN WEINBERG TRUSTEE (END 11/2022) 1.00 0.00 X 0 0 0 MICHAEL WEISBERG TRUSTEE 1.00 0.00 X 0 0 0 JANE WEITZMAN TRUSTEE 1.00 0.00 X 0 0 0 BYRON R WIEN TRUSTEE (END 10/2022) 1.00 0.00 X 0 0 0 KEITH WOFFORD TRUSTEE 1.00 0.00 X 0 0 0 DAVID W ZALAZNICK TRUSTEE 1.00 0.00 X 0 0 0 FREDDY TAVERAS SECRETARY,EVP & GEN. COUNSEL 35.00 0.00 X 265665 0 56313 RICHARD SHEIN ASSISTANT TREASURER AND CFO 35.00 0.00 X 237497 0 60404 VALERIE PALEY SVP AND LIBRARY DIRECTOR 35.00 0.00 X 258343 0 55530 MATTHEW BREGMAN VP DEVELOPMENT 35.00 0.00 X 242070 0 72000 MARCI REAVEN-TANIS VP HISTORY EXHIBITS 35.00 0.00 X 209497 0 19770 MARGARET HOFER VP MUSEUM DIRECTOR 35.00 0.00 X 214036 0 65287 DALE GREGORY VP PUBLIC PROGRAMS (END 4/2023) 35.00 0.00 X 182660 0 48626 FRANK DIMAIOLO VP HUMAN RESOURCES 35.00 0.00 X 197608 0 34255 YASHIRIS MORETA VP OPERATIONS AND CAPITAL PROJECTS 35.00 0.00 X 169719 0 29940 LAURA WASHINGTON CCO & VP STRATEGIC PARTNERSHIPS 35.00 0.00 X 193109 0 70846 ARMANDO LOPEZ DIRECTOR OF IT 35.00 0.00 X 181365 0 61032 SHAYNE DOTY CHIEF STRATEGY OFFICER (END 7/2022) 35.00 0.00 X 148585 0 21386 3371628 0 712808 32 0 1 0 ROBERT AM STERN ARCHITECTS LLP ONE PARK AVENUE NEW YORK NY 10016 ARCHITECTS 2514736 TURNER CONSTRUCTION COMPANY 375 HUDSON STREET NEW YORK NY 10014 CONSTRUCTION 880153 ZUBATKIN OWNER REPRESENTATION LLC 333 W 52ND ST 6TH FL NEW YORK NY 10019 CONSTRUCTION CONSULTANT 591816 AKA NYC LIMITED 321 W 44TH STREET SUITE 401 NEW YORK NY 10019 ADVERTISING 545698 SECURITAS SECURITY SERVICES USA INC 2 CAMPUS DRIVE PARSIPPANY NJ 07054 SECURITY SERVICES 431600 38 1196621 6473204 4356748 34117108 1014666 46143681 ADMISSION 900099 1786218 1786218 EDUCATION & PUBLIC PRO 900099 871799 871799 TRAVELING EXHIB & LOAN 900099 444122 444122 MEMBERSHIP DUES 900099 80350 80350 REPRODUCTION FEES 900099 48636 48636 1000 1000 3232125 922121 922121 72882 72882 2119174 0 2119174 2119174 2119174 40686179 282672 40290332 0 395847 282672 678519 678519 267300 6473204 341138 -73838 -73838 1031203 514534 516669 56322 460347 CAFE/CATERING 900099 232943 232943 REIMBURSEMENT/REBATE 900099 64285 64285 CAFE AMORTIZATION 900099 53869 53869 6459 6459 357556 53968889 3232125 56322 4536761 60000 60000 2935212 1298904 1373076 263232 13631415 11791973 1143069 696373 742734 656756 44153 41825 2818711 2279824 366896 171991 1236857 963395 195065 78397 73622 73622 216000 216000 90000 90000 168000 168000 189084 189084 2579412 2222897 104418 252097 1122863 1070641 37815 14407 869603 699133 40554 129916 636770 509926 48757 78087 2878111 2733037 108909 36165 120224 120224 67241 36228 29366 1647 7200517 7072673 91419 36425 259167 245609 11067 2491 EQUIP AND REPAIR 1780992 1556335 76874 147783 EXHIBITION COSTS 1543391 1537425 31 5935 OTHER SUPPLIES 928358 437453 80992 409913 COLLECTION ACQUISITIONS 651311 651311 849359 645221 51356 152782 43648954 36588965 4372523 2687466 3849103 4025994 11218558 17407203 31608964 37719300 752450 745934 413477 360847 3360777 3712324 204595034 108688968 94722924 95906066 49288688 51749465 3148706 3338435 7231866 198363647 222197434 4728001 6535939 1067693 1219630 12199946 11734890 4016042 11544042 22011682 31034501 X 72393532 68640846 103958433 122522087 176351965 191162933 198363647 222197434 10319935 4491033 0 X 0 1 X 1 1 1 X 31667398 34991506 32706118 45680267 46143681 191188970 31667398 34991506 32706118 45680267 46143681 191188970 26227487 164961483 2514700 1915058 826155 2792677 3114177 11162767 3480067 1216073 769372 1300648 1599737 8365897 210717634 14620603 0.78290 0.84000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 950,765. 2019 AMOUNT: $ 391,978. 2020 AMOUNT: $ 190,596. 2021 AMOUNT: $ 309,267. 2022 AMOUNT: $ 357,556. GROSS INCOME FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 301,375. 2019 AMOUNT: $ 118,705. 2020 AMOUNT: $ 87,240. 2021 AMOUNT: $ 254,200. 2022 AMOUNT: $ 267,300. GROSS INCOME FROM SALE OF INVENTORY - 2018 AMOUNT: $ 2,227,927. 2019 AMOUNT: $ 705,390. 2020 AMOUNT: $ 491,536. 2021 AMOUNT: $ 737,181. 2022 AMOUNT: $ 974,881. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 90000 90000 0 PART II-B, LINE 1: THE NEW-YORK HISTORICAL SOCIETY ENGAGES A LOBBYING FIRM TO PROVIDE SUPPORT SECURING FUNDS INCLUDED IN STATE BUDGET APPROPRIATIONS. X X X X 0 61801443 1005928 4945590 2615394 65137567 78023497 365557 -14429937 2157674 61801443 65390673 27704 14656087 2050967 78023497 64288869 3222665 -167851 1953010 65390673 61578181 2153021 2327205 1769538 64288869 0.24630 0.75370 0.00000 0 0 2335100 2335100 149943504 78140957 71802547 482644 482644 0 9468824 8864057 604767 42364962 21201310 21163652 95906066 LEASE LIABILITIES 7408757 ASSET RETIREMENT OBLIGATION 4135285 11544042 X 58196346 4491033 -589026 3902007 54294339 189084 -514534 -325450 53968889 43385378 514534 514534 42870844 189084 589026 778110 43648954 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 LIBRARY COLLECTION AND A MUSEUM COLLECTION. THE LIBRARY AND 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 17% PUBLIC AND EDUCATIONAL 26% COLLECTION ACQUISITION 1% UNRESTRICTED 40% PART X, LINE 2: TAX STATUS THE 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 COSTS OF SPECIAL EVENTS -589,026. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -514,534. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 514,534. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT COSTS OF SPECIAL EVENTS 589,026. CENTRAL AMERICA/CARRIBEAN 0 0 INVESTMENTS 3338435 EUROPE 0 0 PROGRAM SERVICES SOFTWARE DESIGN 234198 NORTH AMERICA 0 0 PROGRAM SERVICES WEBSITE HOSTING 112838 MIDDLE EAST 0 0 PROGRAM SERVICES VIRTUAL TOURS 50000 EUROPE 0 0 PROGRAM SERVICES SPEAKER/PERFORMER 47931 EUROPE 0 0 PROGRAM SERVICES EXHIBITION DESIGN 24563 MIDDLE EAST 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 10522 EUROPE 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 5283 SOUTH ASIA 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 4300 0 0 0 0 0 0 3823770 4300 3828070 1 1 1 1 0 0 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) TRAVELING EXHIBTION INCOME OF $59,454 FROM EUROPEAN SOURCES. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES. DURING THE TAX YEAR, IT REMITTED FUNDS TO FOREIGN SOURCES, AS FOLLOWS: (1) TO A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $47,931. (2) TO EUROPEAN VENDORS FOR EXHIBITION ITEMS AGGREGATING $24,563. (3) TO A MIDDLE EAST VENDOR FOR EXHIBITION ITEMS AGGREGATING $50,000. (4) FOR ANIMATION SERVICES FROM A EUROPEAN VENDOR AGGREGATING $234,198. (5) FOR WEBSITE HOSTING SERVICES OF $112,838 TO A NORTH AMERICAN VENDOR. (6) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM EUROPEAN VENDORS TOTALING $5,283, FROM MIDDLE EASTERN VENDORS TOTALING $10,522 AND FROM ASIAN VENDORS TOTALING $4,300. FORM 990, SCH F, PART I, LINE 3, COLUMN (F) METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD. X X X X X X 1 BARBI ZAKIN EVENTS LLC 370 EAST 76TH STREET SUITE B503 NEW YORK NY 10021 SPEC EVENTS 0 6740504 168000 6572504 6740504 168000 6572504 AR CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA WA WEEKEND/HISTORY 2958785 2778085 180700 179700 23800 106 HISTORY MAKERS GALA 3091377 3025677 65700 98981 3450 1310 1 690342 669442 20900 33666 125 6740504 6473204 267300 312347 27250 1541 341138 -73838 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 $168,000 AND $9,733, RESPECTIVELY. 1 BARBARA AND DAVID ZALAZNICK BOOK PRIZE 1 50000 0 CHILDREN'S HISTORY BOOK CLUB PRIZE 1 10000 0 PART I, LINE 2: MONITORING THE USE OF GRANTS (AWARDS) THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS, THE MONITORING OF WHICH IS AS FOLLOWS: THE CHILDREN'S HISTORY BOOK 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 BARBARA AND DAVID ZALAZNICK BOOK PRIZE IN AMERICAN HISTORY ($50,000) IS AWARDED ANNUALLY TO AN AUTHOR FOR A NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO BOTH A GENERAL AND AN ACADEMIC AUDIENCE. IN SELECTING THE RECIPIENT OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF FIVE (FROM BOTH ACADEMIA AND LAY) SELECTS THREE AUTHORS. THE FINALIST IS SELECTED FROM THIS LIST. THE BOOK PRIZE WAS AWARDED IN CONNECTION WITH THE WEEKEND/HISTORY FUNDRAISING EVENT. X X X X X 1 0 0 0 0 0 0 1 0 LOUISE MIRRER PRESIDENT AND CEO 721167 0 140000 0 10307 0 81500 0 35919 0 988893 0 0 0 FREDDY TAVERAS SECRETARY,EVP & GEN. COUNSEL 265060 0 0 0 605 0 23315 0 32998 0 321978 0 0 0 MATTHEW BREGMAN VP DEVELOPMENT 241067 0 0 0 1003 0 20836 0 51164 0 314070 0 0 0 VALERIE PALEY SVP AND LIBRARY DIRECTOR 256688 0 0 0 1655 0 22223 0 33307 0 313873 0 0 0 RICHARD SHEIN ASSISTANT TREASURER AND CFO 214110 0 0 0 23387 0 20339 0 40065 0 297901 0 0 0 MARGARET HOFER VP MUSEUM DIRECTOR 192662 0 0 0 21374 0 18271 0 47016 0 279323 0 0 0 LAURA WASHINGTON CCO & VP STRATEGIC PARTNERSHIPS 193109 0 0 0 0 0 16325 0 54521 0 263955 0 0 0 ARMANDO LOPEZ DIRECTOR OF IT 181208 0 0 0 157 0 14762 0 46270 0 242397 0 0 0 FRANK DIMAIOLO VP HUMAN RESOURCES 197448 0 0 0 160 0 16234 0 18021 0 231863 0 0 0 DALE GREGORY VP PUBLIC PROGRAMS (END 4/2023) 179377 0 0 0 3283 0 14677 0 33949 0 231286 0 0 0 MARCI REAVEN-TANIS VP HISTORY EXHIBITS 199293 0 0 0 10204 0 17065 0 2705 0 229267 0 0 0 YASHIRIS MORETA VP OPERATIONS AND CAPITAL PROJECTS 169575 0 0 0 144 0 13366 0 16574 0 199659 0 0 0 SHAYNE DOTY CHIEF STRATEGY OFFICER (END 7/2022) 93797 0 0 0 54788 0 11178 0 10208 0 169971 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS SHAYNE DOTY: $43,657 PART I, LINE 7: NON-FIXED PAYMENTS THE NEW-YORK HISTORICAL SOCIETY HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2022, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME. X 33 0 X 376 0 X 37 1014666 FMV ON DATE RECEIVED X OTHER PRINTS 96 0 X PHOTOGRAPHS 19 0 X BOOKS/NEWSPAPER/MAPS 16 0 X MANUSCRIPTS 5 0 3 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. SCHEDULE M, LINE 31: GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE TAX YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.) 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 ABOUT 80,000 OBJECTS. (SEE SCHEDULE D, PART XIII FOR 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 2022 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 100,000 PEOPLE AND INCLUDED 9 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS FIVE (5) TRAVELING EXHIBITIONS ON VIEW AT SIX (6) VENUES THROUGHOUT THE UNITED STATES. 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 2022, APPROXIMATELY 95,000 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 TANG ACADEMY FOR AMERICAN DEMOCRACY IS AN INNOVATIVE CIVICS AND HISTORY EDUCATION PROGRAM FOR CLASSES OF 6TH GRADE STUDENTS THAT TAKES PLACE OVER THE COURSE OF FOUR CONSECUTIVE SCHOOL DAYS, AT THE NEW-YORK HISTORICAL SOCIETY. THIS UNIQUE RESIDENCY MODEL IMMERSES STUDENTS IN THE STUDY OF DEMOCRACY THROUGH GALLERY VISITS, PRIMARY SOURCE-DRIVEN DISCUSSIONS, INTERACTIVE SIMULATIONS, AND ART-MAKING. STUDENTS TRACE THE EVOLUTION OF DEMOCRACY BY COMPARING ITS ORIGINS IN ANCIENT ATHENS TO ITS DEVELOPMENT IN THE UNITED STATES, FROM THE FOUNDING ERA TO THE PRESENT DAY. THROUGHOUT THE EXPERIENCE, STUDENTS LEARN NEW HISTORICAL CONTENT, PRACTICE CRITICAL THINKING SKILLS, AND DEVELOP AN APPRECIATION FOR THE FRAGILITY AND IMPORTANCE OF OUR NATION'S PARTICIPATORY FORM OF GOVERNMENT, WITH THE OVERARCHING GOAL OF MOTIVATING STUDENTS TO TAKE ON THE ROLE OF ACTIVE CIVIC AGENTS NOW AND IN ADULTHOOD. THE NEW-YORK HISTORICAL SOCIETY PROVIDES THIS PROGRAM FREE OF CHARGE TO ALL PARTNER SCHOOLS, COVERING THE COST OF INSTRUCTORS, CLASSROOM SPACE IN THE MUSEUM, TRAVEL TO/FROM THE MUSEUM, AND LIGHT SNACKS AND OTHER MATERIALS. FOR THOSE SCHOOLS UNABLE TO TRAVEL TO THE MUSEUM, VIRTUAL AND IN-SCHOOL VERSIONS OF THE PROGRAM ARE ALSO AVAILABLE FOR FREE. 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. THE NEW-YORK HISTORICAL SOCIETY'S CENTER FOR WOMEN'S HISTORY, ESTABLISHED IN 2016, HAS BECOME 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 IS A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION. IT HAS ALSO SPEARHEADED 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", ACCLAIMED EXHIBITIONS IN THE JOYCE B. COWIN WOMEN'S HISTORY GALLERY, 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 ONLINE AND LIVE AUDIENCE LECTURES AND GALLERY TOURS. DURING TAX YEAR 2022, ABOUT 13,400 PEOPLE ATTENDED THESE ADULT PROGRAMS IN THE AGGREGATE. MANY OF THESE PROGRAMS ARE ALSO AVAILABLE TO A GLOBAL AUDIENCE THROUGH OUR PODCAST, ON TELEVISION (PBS), AND 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, TIKTOK, THREADS, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2022, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN 2.4 MILLION UNIQUE PAGEVIEWS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 435,000 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 FIRST 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 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 SEPTEMBER 2022. 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 AND RECENT FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG).