2025-05-01T17:11:10+00:00 2024-06-30 135565207 KPMG LLP 345 Park Avenue New York NY 101540102 990 2023-07-01 131624124 New York Historical Society NEWY 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 LOUISE MIRRER President & CEO 2128733400 2025-05-01 true true Toby Kerslake P01875806 2127589700 2025-05-01 2023 2025-03-06 01:10:19Z The New York Historical LOUISE MIRRER 170 CENTRAL PARK WEST NEW YORK NY 10024 95549653 false X WWW.NYHISTORY.ORG X 1809 NY 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. 42 41 373 173 25716 0 46143681 45016098 3232125 2568666 1600640 8882537 2992443 5826641 53968889 62293942 60000 60000 0 21364929 24042803 168000 105000 3099486 22056025 20647122 43648954 44854925 10319935 17439017 222197434 243917321 31034501 32876351 191162933 211040970 X THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("THE 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. false false 18329235 0 1701246 MUSEUM AND MUSEUM EXHIBITIONS - NEW YORK'S FIRST MUSEUM, THE NEW YORK HISTORICAL IS A LEADING CULTURAL INSTITUTION DOCUMENTING OVER 400 YEARS OF AMERICAN HISTORY THROUGH A PEERLESS COLLECTION OF ART, DOCUMENTS, AND ARTIFACTS. OUR OFFERINGS SPAN GROUNDBREAKING EXHIBITIONS; ACCLAIMED EDUCATIONAL PROGRAMS FOR TEACHERS AND STUDENTS NATIONWIDE; AND THOUGHT-PROVOKING CONVERSATIONS AMONG LEADING SCHOLARS, JOURNALISTS, AND THINKERS ABOUT THE PAST, PRESENT, AND FUTURE OF THE AMERICAN EXPERIMENT. THE MUSEUM'S COLLECTION COMPRISES OVER 80,000 OBJECTS. ON-SITE EXHIBITIONS, BOTH PERMANENT AND ROTATING, AS WELL AS TRAVELING EXHIBITIONS HOSTED BY OUTSIDE INSTITUTIONS, ENABLE THE NEW YORK HISTORICAL TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O. 7876983 0 822950 EDUCATIONAL AND PUBLIC PROGRAMS - THE NEW YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. FOR MORE INFORMATION, SEE SCHEDULE O. 6002225 60000 2100 LIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW YORK HISTORICAL 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. 3990954 0 42370 THE NEW 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. 3990954 42370 36199397 true true false true false false true false true true true false false true true true false false false true false false true true false false false true true false false false false false false false false true true false false false false false false false true 365 0 true 373 true true true false false false false true true false false false false false false X 42 41 false false false false false false false true true false false true true true true true true true true false CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA AR WA X X MONIQUE QUINN 2128733400 170 CENTRAL PARK WEST NEW YORK NY 10024 Hsin-Mei Agnes Hsu Chair 1.0 0.0 X X 0 0 0 John Monsky Vice Chair 1.0 0.0 X X 0 0 0 Louise Mirrer President and CEO 45.0 0.0 X X 822535 0 114889 Russell P Pennoyer Treasurer 1.0 0.0 X X 0 0 0 Suzanne F Peck Vice Chair 1.0 0.0 X X 0 0 0 Andrew H Tisch Trustee 1.0 0.0 X 0 0 0 Anita Volz Wien Trustee (As of 3/2024) 1.0 0.0 X 0 0 0 Barbara Knowles Debs Trustee 1.0 0.0 X 0 0 0 Barry Barnett Trustee 1.0 0.0 X 0 0 0 Bernard L Schwartz Trustee (Deceased 3/2024) 1.0 0.0 X 0 0 0 Brian Kane Trustee 1.0 0.0 X 0 0 0 Bridget Van Kralingen Trustee 1.0 0.0 X 0 0 0 Buzzy Geduld Trustee 1.0 0.0 X 0 0 0 Byron Wien Trustee (Deceased 10/2023) 1.0 0.0 X 0 0 0 Daniel Cohen Trustee 1.0 0.0 X 0 0 0 David W Zalaznick Trustee 1.0 0.0 X 0 0 0 Dorothy Goldman Trustee (Deceased 7/2023) 1.0 0.0 X 0 0 0 Edward R Hintz Trustee 1.0 0.0 X 0 0 0 Elie Hirschfeld Trustee 1.0 0.0 X 0 0 0 Elizabeth B Dater Trustee 1.0 0.0 X 0 0 0 Ernest Tollerson Trustee 1.0 0.0 X 0 0 0 Gillian Steel Trustee 1.0 0.0 X 0 0 0 Helen Appel Trustee 1.0 0.0 X 0 0 0 James S Chanos Trustee (End 10/2023) 1.0 0.0 X 0 0 0 Jane Weitzman Trustee 1.0 0.0 X 0 0 0 Jean Margo Reid Trustee 1.0 0.0 X 0 0 0 Joel I Picket Trustee 1.0 0.0 X 0 0 0 Jonathan M Moses Trustee 1.0 0.0 X 0 0 0 Joseph A DiMenna Trustee 1.0 0.0 X 0 0 0 Judith Berkowitz Trustee 1.0 0.0 X 0 0 0 Keith Wofford Trustee 1.0 0.0 X 0 0 0 Lawrence Neubauer Trustee 1.0 0.0 X 0 0 0 Lois Chiles Trustee 1.0 0.0 X 0 0 0 Martin J Gross Trustee (End 10/2023) 1.0 0.0 X 0 0 0 Michael Hormel Trustee (As of 10/2023) 1.0 0.0 X 0 0 0 Michael Solender Trustee 1.0 0.0 X 0 0 0 Michael Weisberg Trustee 1.0 0.0 X 0 0 0 Norman Benzaquen Trustee 1.0 0.0 X 0 0 0 Peter May Trustee 1.0 0.0 X 0 0 0 Ravenel B Curry III Trustee 1.0 0.0 X 0 0 0 Richard Reiss JR Trustee 1.0 0.0 X 0 0 0 Roger Hertog Trustee 1.0 0.0 X 0 0 0 Sally Klingenstein Martell Trustee (As of 10/2023) 1.0 0.0 X 0 0 0 Sidney Lapidus Trustee 1.0 0.0 X 0 0 0 Susan Waterfall Trustee 1.0 0.0 X 0 0 0 Sy Sternberg Trustee 1.0 0.0 X 0 0 0 Tarky Lombardi Jr Trustee 1.0 0.0 X 0 0 0 Freddy Taveras Secretary, EVP & General Counsel 45.0 0.0 X 276358 0 57214 Monique Quinn Assistant Treasurer and CFO (As of 9/2023) 45.0 0.0 X 86740 0 9922 Richard Shein Assistant Treasurer & CFO (End 9/2023) 45.0 0.0 X 304787 0 56521 Frank DiMaiolo VP Human Resources 45.0 0.0 X 210793 0 35053 Leslie Hayes VP Education 45.0 0.0 X 156735 0 57217 Margaret Hofer VP MUSEUM DIRECTOR (End 12/2023) 45.0 0.0 X 222924 0 53003 Matthew Bregman VP Development (End 2/2024) 45.0 0.0 X 251781 0 71884 Valerie Paley SVP and Library Director 45.0 0.0 X 269823 0 47075 Wendy Ikemoto VP Chief Curator (As of 12/2023) 45.0 0.0 X 146862 0 26553 Armando Lopez Director of IT 45.0 0.0 X 202565 0 65559 Dale Gregory VP Public Programs (End 4/2023) 45.0 0.0 X 171129 0 22102 Laura Washington CCO & VP Strategic Partnerships (End 1/2024) 45.0 0.0 X 200287 0 70189 Marci Reaven-Tanis VP History Exhibits (End 12/2023) 45.0 0.0 X 209734 0 19113 Yashiris Moreta VP Operations and Capital Projects 45.0 0.0 X 189639 0 32416 3722692 0 738710 33 false true false ROBERT AM STERN ARCHITECTS LLP ONE PARK AVENUE NEW YORK NY 10016 ARCHITECTS 5012085 KENNETH ASMAR CUSTOM INTERIORS INC 548 SHREWSBURY AVENUE TINTON FALLS NJ 077014907 WINDOWS CONSTRUCTION 1296689 TURNER CONSTRUCTION COMPANY 375 HUDSON STREET NEW YORK NY 10014 CONSTRUCTION 995466 AKA NYC LIMITED 321 W 44TH STREET SUITE 401 NEW YORK NY 10036 ADVERTISING 696184 ZUBATKIN OWNER REPRESENTATION LLC 1250 Broadway FL 10 NEW YORK NY 10001 CONSTRUCTION CONSULTANT 613737 32 0 1172841 3325035 0 957748 39560474 3552041 45016098 ADMISSION 900099 1137978 1137978 EDUCATION & PUBLIC PRO 900099 784737 784737 TRAVELING EXHIB & LOAN 900099 525056 525056 MEMBERSHIP DUES 900099 76425 76425 REPRODUCTION FEES 900099 42370 42370 2100 2100 0 0 2568666 1212120 518 1211602 74303 74303 1936488 0 1936488 0 1936488 1936488 37538205 2805890 32673678 0 4864527 2805890 7670417 7670417 79450 3325035 117085 -37635 -37635 864473 464948 399525 25198 374327 EMPLOYEE RETENTION CREDIT 900099 3114292 3114292 CAFE/CATERING 900099 153600 153600 REIMBURSEMENT/REBATE 900099 441 441 185627 0 0 185627 3453960 62293942 2568666 25716 14683462 60000 60000 3345817 1439326 1603624 302867 15212799 13070627 1253135 889037 889278 762350 69537 57391 3187354 2536960 429865 220529 1407555 1079211 228592 99752 56974 56854 120 238720 238720 90000 90000 105000 105000 126254 126254 2987321 2387915 310751 288655 754191 691587 36537 26067 377753 240659 8405 128689 692831 553346 53256 86229 2862519 2681121 102664 78734 244467 175105 11569 57793 70001 47982 20848 1171 476501 476501 7012244 6885236 90722 36286 227920 215921 10043 1956 EQUIP AND REPAIR 1310642 1138157 65211 107274 OTHER SUPPLIES 979281 410288 83298 485695 EXHIBITION COSTS 969771 969735 23 13 Collection acquisitions 154724 154724 1015008 699147 189633 126228 44854925 36199397 5556042 3099486 4025994 6727021 17407203 17442537 37719300 36953745 745934 3754715 0 0 0 0 0 360847 340044 3712324 3044171 227747792 115701212 95906066 112046580 51749465 14333911 3338435 42638173 0 0 7231866 6636424 222197434 243917321 6535939 8952690 1219630 1360525 0 0 0 0 11734890 11328328 0 11544042 11234808 31034501 32876351 X 68640846 62267581 122522087 148773389 0 0 0 191162933 211040970 222197434 243917321 17439017 2439020 0 X false true X true true true X 34916506 32706118 45614370 46124981 45016098 204378073 0 0 34916506 32706118 45614370 46124981 45016098 204378073 15893276 188484797 1915057 826155 2792677 3114177 3222393 11870459 0 1196364 761007 1282650 1574739 1075664 5890424 222138956 11337914 0.8485 0.7829 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 391979.0, COLUMN B - 190596.0, COLUMN C - 309267.0, COLUMN D - 357556.0, COLUMN E - 185627.0, COLUMN F - 1435025.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 118705.0, COLUMN B - 87240.0, COLUMN C - 254200.0, COLUMN D - 267300.0, COLUMN E - 79450.0, COLUMN F - 806895.0; DESCRIPTION - GROSS INCOME FROM SALE OF INVENTORY, COLUMN A - 685680.0, COLUMN B - 483171.0, COLUMN C - 719183.0, COLUMN D - 949883.0, COLUMN E - 810587.0, COLUMN F - 3648504.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 90000 90000 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE NEW YORK HISTORICAL ENGAGES A LOBBYING FIRM TO PROVIDE SUPPORT SECURING AND EXPEDITING FUNDS INCLUDED IN STATE AND CITY BUDGET APPROPRIATIONS. X X X X false 65137567 4664 7744182 5265875 67620538 61801443 1005928 4945590 2615394 65137567 78023497 365557 -14429937 2157674 61801443 65390673 27704 14656087 2050967 78023497 64288869 3222665 -167851 1953010 65390673 0.2403 0.7597 0.0 false false 2335100 2335100 149783426 84712916 65070510 482644 482644 0 9625537 9110601 514936 65521085 21395051 44126034 112046580 Investments - publicly traded securities Absolute return funds 535938 F Multi-strategy / globally diversified funds 42102235 F 42638173 Other liabilities LEASE LIABILITIES 6976647 ASSET RETIREMENT OBLIGATION 4258161 11234808 X 64764480 2439020 -307176 2131844 62632636 126254 -464948 -338694 62293942 44886443 464948 464948 44421495 126254 307176 433430 44854925 Schedule D, Part III, Line 1a Collections of art - financial statement footnote COLLECTIONS ARE NOT CAPITALIZED IN THE NEW YORK HISTORICAL'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW YORK HISTORICAL'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. Schedule D, Part III, Line 4 Collections of art - description of collections THE NEW YORK HISTORICAL 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 THE 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. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ENDOWMENT IS TO SUPPORT NEW YORK HISTORICAL'S PROGRAMS INCLUDING: LIBRARY, MUSEUM, EDUCATION AND PUBLIC PROGRAMS, COLLECTION ACQUISITIONS, AND GENERAL OPERATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE NEW YORK HISTORICAL 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 NEW YORK HISTORICAL IS TAX-EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE NEW YORK HISTORICAL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE NEW YORK HISTORICAL 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 INDIRECT COSTS OF SPECIAL EVENTS - -307176 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Cost of Goods Sold - -464948 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 COST OF GOODS SOLD - 464948 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements INDIRECT COSTS OF SPECIAL EVENTS - 307176 true Central America and the Caribbean 0 0 Investments 3873686 North America (Canada & Mexico only) 0 0 Program Services Website Hosting 43176 Europe (Including Iceland and Greenland) 0 0 Program Services Exhibitions 42439 Middle East and North Africa 0 0 Program Services Exhibitions 12500 North America (Canada & Mexico only) 0 0 Program Services Exhibitions 600 Europe (Including Iceland and Greenland) 0 0 Program Services Software Design 29763 Europe (Including Iceland and Greenland) 0 0 Program Services Store Inventory 18729 Europe (Including Iceland and Greenland) 0 0 Program Services Speaker / Performer 2750 North America (Canada & Mexico only) 0 0 Program Services Speaker / Performer 1000 0 0 0 0 0 0 4024643 0 4024643 true true true true false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds During the tax year, the New York Historical did not grant funds to foreign sources. During the tax year, the New York Historical received funds from foreign sources, as follows: (1) Traveling exhibition income of $50,150 from European sources. The New York Historical also purchases services and materials from foreign sources. During the tax year, it remitted funds to foreign sources, as follows: (1) For exhibition services from European vendors aggregating $42,439, a Middle Eastern vendor aggregating $12,500, and a North American vendor aggregating $600. (2) For website hosting services from a North American vendor aggregating $43,176. (3) For animation services from a European vendor aggregating $29,763. (4) For store merchandise (including transportation) from European vendors aggregating $18,729. (5) For public speaker/performer from a European vendor aggregating $2,750 and a North American vendor aggregating $1,000. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual X X X X X X true Barbi Zakin Events LLC 370 East 76th Street Suite B503 New York NY 10021 Special Events false 3404485 105000 3299485 3404485 105000 3299485 CA CO CT DC FL IL KY MD MA MI MN MS NH NJ NY NC OH OK PA RI SC TN VA AR WA History Makers Gala 2664898 2603248 61650 81735 2600 Women in Public Life Luncheon 739587 721787 17800 31750 1000 0 3404485 3325035 79450 113485 3600 117085 -37635 Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. BARBI ZAKIN EVENTS LLC-THE NEW YORK HISTORICAL 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 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 DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW YORK HISTORICAL DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $105,000 AND $8,960, RESPECTIVELY.; true Barbara and David Zalaznick Book Prize 1 50000 Children's History Book Club Prize 1 10000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE NEW YORK HISTORICAL 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 WITH HISTORY EVENT. X X X X X true false false false false false false true false Louise Mirrer President and CEO 725725 0 80000 0 16810 0 77141 0 37748 0 937424 0 0 0 Richard Shein Assistant Treasurer & CFO (End 9/2023) 148487 0 0 0 156300 0 29614 0 26907 0 361308 0 107400 0 Freddy Taveras Secretary, EVP & General Counsel 275722 0 0 0 636 0 24105 0 33109 0 333572 0 0 0 Matthew Bregman VP Development (End 2/2024) 250725 0 0 0 1056 0 21509 0 50375 0 323665 0 0 0 Valerie Paley SVP and Library Director 268084 0 0 0 1739 0 22995 0 24080 0 316898 0 0 0 Margaret Hofer VP MUSEUM DIRECTOR (End 12/2023) 190761 0 0 0 32163 0 18630 0 34373 0 275927 0 0 0 Frank DiMaiolo VP Human Resources 210619 0 0 0 174 0 17221 0 17832 0 245846 0 0 0 Leslie Hayes VP Education 156604 0 0 0 131 0 11940 0 45277 0 213952 0 0 0 Wendy Ikemoto VP Chief Curator (As of 12/2023) 146745 0 0 0 117 0 11032 0 15521 0 173415 0 0 0 Laura Washington CCO & VP Strategic Partnerships (End 1/2024) 200224 0 0 0 63 0 16764 0 53425 0 270476 0 0 0 Armando Lopez Director of IT 202376 0 0 0 189 0 16836 0 48723 0 268124 0 0 0 Marci Reaven-Tanis VP History Exhibits (End 12/2023) 183254 0 0 0 26480 0 16759 0 2354 0 228847 0 0 0 Yashiris Moreta VP Operations and Capital Projects 189387 0 0 0 252 0 15048 0 17368 0 222055 0 0 0 Dale Gregory VP Public Programs (End 4/2023) 50176 0 0 0 120953 0 13107 0 8995 0 193231 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE PAYMENTS DALE GREGORY: $100,000 MARCI REAVEN-TANIS: $16,272 MARGARET HOFER: $8,751 Schedule J, Part I, Line 7 Non-fixed payments NON-FIXED PAYMENTS THE NEW YORK HISTORICAL HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2023, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE, USING COMPARABLE COMPENSATION DATA CONSISTENT WITH NEW YORK HISTORICAL'S COMPENSATION POLICY, AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME. X 6 0 NONE X 134 0 NONE X 88 3552041 Market value X Books/Newspapers 3 0 NONE X Manuscripts 5 0 NONE X Photographs 61 0 NONE X Other Prints 65 0 NONE 3 false true false Schedule M, Part I, Line 31 GIFT ACCEPTANCE POLICY THE NEW YORK HISTORICAL 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'S COLLECTIONS). Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Art - Historical treasures - - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Securities - Publicly traded - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Books/Newspapers - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Manuscripts - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Photographs - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Other - Other Prints - THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. Form 990, Part III, Line 4a MUSEUM AND MUSEUM EXHIBITIONS NEW YORK'S FIRST MUSEUM, THE NEW YORK HISTORICAL IS A LEADING CULTURAL INSTITUTION DOCUMENTING OVER 400 YEARS OF AMERICAN HISTORY THROUGH A PEERLESS COLLECTION OF ART, DOCUMENTS, AND ARTIFACTS. OUR OFFERINGS SPAN GROUNDBREAKING EXHIBITIONS; ACCLAIMED EDUCATIONAL PROGRAMS FOR TEACHERS AND STUDENTS NATIONWIDE; AND THOUGHT-PROVOKING CONVERSATIONS AMONG LEADING SCHOLARS, JOURNALISTS, AND THINKERS ABOUT THE PAST, PRESENT, AND FUTURE OF THE AMERICAN EXPERIMENT. THE MUSEUM'S COLLECTION COMPRISES OVER 80,000 OBJECTS. ON-SITE EXHIBITIONS, BOTH PERMANENT AND ROTATING, AS WELL AS TRAVELING EXHIBITIONS HOSTED BY OUTSIDE INSTITUTIONS, ENABLE THE NEW YORK HISTORICAL TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2023 THE NEW YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 100,000 PEOPLE AND INCLUDED NINE (9) TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS NINE (9) TRAVELING EXHIBITIONS ON VIEW AT TWELVE (12) 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 REACH AND MISSION. Form 990, Part III, Line 4b EDUCATIONAL AND PUBLIC PROGRAMS EDUCATIONAL AND PUBLIC PROGRAMS THE NEW YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW YORK HISTORICAL 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 2023, 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, THE NEW YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. THE NEW YORK HISTORICAL OFFERS AN AWARD-WINNING PAID 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 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. 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 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 IS HOME TO THE 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'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. 'WOMEN & THE AMERICAN STORY', THE NEW YORK HISTORICAL'S WOMEN'S HISTORY CURRICULUM WEBSITE, REACHES OVER 600,000 UNIQUE VISITORS EACH YEAR AND SUPPORTS CLASSROOM TEACHERS SEEKING TO ENHANCE THE PRESENCE OF WOMEN'S HISTORY IN THEIR LESSONS. 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 2023, 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 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 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 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 2023, the 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 4d Description of other program services (Expenses $ 3,990,954 including grants of $ 0)(Revenue $ 42,370) THE NEW 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. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c 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, Line 15a Process to establish compensation of top management official 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 ON September 26, 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE THE NARRATIVE ABOVE (PART VI, LINE 15A) FOR COMPENSATION REVIEW PROCEDURES. Form 990, Part VI, Line 19 Required documents available to the public THE NEW YORK HISTORICAL'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'S WEBSITE (WWW.NYHISTORY.ORG). Form 990, Part VIII, Line 2f Other Program Service Revenue Library - Total Revenue: 2100, Related or Exempt Function Revenue: 2100, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue OTHER REVENUE - Total Revenue: 185627, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 185627; - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;