Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
NEW YORK HISTORICAL SOCIETY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
170 CENTRAL PARK WEST
 
Room/suite
City or town, state or country, and ZIP + 4
NEW YORK, NY100245194
D Employer identification number

13-1624124
E Telephone number

G Gross receipts $ 57,809,164
F Name and address of principal officer:
Louise Mirrer
170 Central Park West
New York,NY100245194
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NYHISTORY.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1809
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE SOCIETY'S MISSION IS TO COLLECT, PRESERVE AND INTERPRET HISTORICAL ARTIFACTS, AMERICAN ART AND OTHER MATERIALS DOCUMENTING THE HISTORY OF THE U.S. AS SEEN THROUGH THE PRISM OF NYC AND STATE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 51
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 48
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 258
6 Total number of volunteers (estimate if necessary) .... 6 150
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 16,488
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -35,556
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 45,530,214 25,411,706
9 Program service revenue (Part VIII, line 2g) ......... 1,384,859 1,515,630
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -382,337 1,350,141
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,031,451 661,906
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 47,564,187 28,939,383
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 50,000 50,000
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,211,713 8,690,309
16a Professional fundraising fees (Part IX, column (A), line 11e).... 100,000 142,500
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,727,349    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 10,021,857 11,045,500
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 18,383,570 19,928,309
19 Revenue less expenses. Subtract line 18 from line 12...... 29,180,617 9,011,074
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 134,592,250 149,231,250
21 Total liabilities (Part X, line 26)............ 7,495,780 9,178,435
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 127,096,470 140,052,815
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,878,973 including grants of $ 0 ) (Revenue $ 692,682 )
MUSEUM AND MUSEUM EXHIBITIONS - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 4,769,859 including grants of $ 0 ) (Revenue $ 231,425 )
LIBRARY - SEE SCHEDULE O
4c (Code:   ) (Expenses $ 2,909,245 including grants of $   ) (Revenue $ 498,830 )
EDUCATION AND PUBLIC PROGRAMS - SEE SCHEDULE O
(Code:   ) (Expenses $ 1,448,530 including grants of $ 50,000 ) (Revenue $ 502,852 )
OTHER PROGRAMS
4d Other program services. (Describe in Schedule O.)
(Expenses $ 1,448,530 including grants of $ 50,000 ) (Revenue $ 502,852 )
4e Total program service expensesMediumBullet$ 16,006,607
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
145
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
258
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
51
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
48
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , CT , DC , FL , IL , MA , MI , NJ , NY , VA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
RICHARD A SHEIN
170 CENTRAL PARK WEST
NEW YORK,NY10024
(212) 485-9245
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) LOUISE MIRRER
TRUSTEE,PRESIDENT & CEO
 35.0 X   X       365,362 0 35,682
(2) HELEN APPEL
TRUSTEE
 1.0 X           0 0 0
(3) JAMES BASKER
TRUSTEE-JOINED 12/2010
 1.0 X           0 0 0
(4) WILLIAM BEEKMAN
TRUSTEE
 1.0 X           0 0 0
(5) JUDITH ROTH BERKOWITZ
TRUSTEE
 1.0 X           0 0 0
(6) DAVID BLIGHT
TRUSTEE
 1.0 X           0 0 0
(7) RIC BURNS
TRUSTEE
 1.0 X           0 0 0
(8) JAMES S CHANOS
TRUSTEE
 1.0 X           0 0 0
(9) RAVENEL B CURRY III
TRUSTEE
 1.0 X           0 0 0
(10) SUSAN FRIER DANILOW
TRUSTEE
 1.0 X           0 0 0
(11) ELIZABETH B DATER
TRUSTEE
 1.0 X           0 0 0
(12) BARBARA KNOWLES DEBS
TRUSTEE
 1.0 X           0 0 0
(13) JOSEPH A DIMENNA
TRUSTEE
 1.0 X           0 0 0
(14) CHARLES DORKEY III
TRUSTEE
 1.0 X           0 0 0
(15) NIALL FERGUSON
TRUSTEE
 1.0 X           0 0 0
(16) HENRY LOUIS GATES JR
TRUSTEE
 1.0 X           0 0 0
(17) EMANUEL E GEDULD
TRUSTEE
 1.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) RICHARD GELFOND
TRUSTEE
 1.0 X           0 0 0
(19) RICHARD GILDER
TRUSTEE
 1.0 X           0 0 0
(20) JAMES GRANT
TRUSTEE-JOINED 12/2010
 1.0 X           0 0 0
(21) MARTIN J GROSS
TRUSTEE
 1.0 X           0 0 0
(22) ROGER HERTOG
CHAIRMAN
 1.0 X   X       0 0 0
(23) ROBERTA P HUBER
TRUSTEE
 1.0 X           0 0 0
(24) KENNETH T JACKSON
TRUSTEE AND SR HISTORIAN
 14.0 X           27,591 0 2,556
(25) LAWRENCE JACOBS
TRUSTEE
 1.0 X           0 0 0
(26) DAVID M KENNEDY
TRUSTEE
 1.0 X           0 0 0
(27) PATRICIA KLINGENSTEIN
TRUSTEE
 1.0 X           0 0 0
(28) SIDNEY LAPIDUS
TRUSTEE
 1.0 X           0 0 0
(29) LEWIS E LEHRMAN
TRUSTEE
 1.0 X           0 0 0
(30) ALAN LEVENSTEIN
TRUSTEE
 1.0 X           0 0 0
(31) GLEN S LEWY
TRUSTEE
 1.0 X           0 0 0
(32) IRA A LIPMAN
TRUSTEE
 1.0 X           0 0 0
(33) TARKY LOMBARDI JR
TRUSTEE
 1.0 X           0 0 0
(34) CARL B MENGES
TRUSTEE
 1.0 X           0 0 0
(35) JOHN MONSKY
TRUSTEE-JOINED 02/2011
 1.0 X           0 0 0
(36) SARAH E NASH
TRUSTEE
 1.0 X           0 0 0
(37) NANCY NEWCOMB
TRUSTEE
 1.0 X           0 0 0
(38) GEORGE E PATAKI
TRUSTEE
 1.0 X           0 0 0
(39) RUSSELL P PENNOYER
TRUSTEE
 1.0 X           0 0 0
(40) STUART J RABIN
TRUSTEE
 1.0 X           0 0 0
(41) RICHARD REISS
TRUSTEE-JOINED 02/2011
 1.0 X           0 0 0
(42) CHARLES M ROYCE
TRUSTEE
 1.0 X           0 0 0
(43) THOMAS A SAUNDERS III
TRUSTEE
 1.0 X           0 0 0
(44) PAM B SCHAFLER
VICE CHAIRMAN
 1.0 X   X       0 0 0
(45) BENNO C SCHMIDT JR
TRUSTEE
 1.0 X           0 0 0
(46) BERNARD L SCHWARTZ
TRUSTEE
 1.0 X           0 0 0
(47) MICHELLE SMITH
TRUSTEE
 1.0 X           0 0 0
(48) ERNEST TOLLERSON
TRUSTEE
 1.0 X           0 0 0
(49) SUE ANN WEINBERG
TRUSTEE
 1.0 X           0 0 0
(50) MICHAEL WEISBERG
TRUSTEE-JOINED 02/2011
 1.0 X           0 0 0
(51) BYRON R WIEN
TRUSTEE
 1.0 X           0 0 0
(52) JENNIFER SCHANTZ
SEC'Y & GEN COUN & CAO
 35.0     X       123,232 0 7,231
(53) RICHARD SHEIN
TREAS & CFO
 35.0     X       130,736 0 37,185
(54) JEAN ASHTON
EXEC VP & DIR OF LIBRARY
 35.0       X     163,263 0 21,730
(55) ANDREW BUONPASTORE
VP OPERATIONS
 35.0       X     163,195 0 14,236
(56) MARY KILBOURN
VP-INSTITUT. ADV THRU OCT 2010
 35.0       X     197,749 0 7,799
(57) SHARON DUNN
VP EDUCATION
 35.0         X   129,808 0 0
(58) LAURA WASHINGTON
VP-COMMUNICATIONS
 35.0         X   108,214 0 37,440
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,409,150 0 163,859
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet8
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
NEAD ELECTRIC
187 EAST UNION AVE
EAST RUTHERFORD,NJ07073 		ELECTR. CONTRACTING 3,472,596
NELSON AIR DEVICE CORP
46-28 54TH AVE
MASPETH,NY11378 		HVAC CONTRACTING 2,455,650
CAULDWELL-WINGATE COMPANY LLC
380 LEXINGTON AVE
NEW YORK,NY10168 		CONSTR. SUPERVISION 1,891,270
AMERICAN ARCHITECTURAL INC
2260 STATE RD
BENSALEM,PA19020 		ARCHITECTS 1,876,277
DONNA LAWRENCE PRODUCTIONS INC
624 BAXTER AVENUE
LOUISVILLE,KY40204 		FILM PRODUCTION 1,800,527
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet44
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b 245,707
c Fundraising events....1c 4,420,359
d Related organizations...1d  
e Government grants (contributions)1e 1,279,683
f All other contributions, gifts, grants, and
similar amounts not included above1f 		19,465,957
g Noncash contributions included in lines 1a-1f:$ 4,384,185
h Total. Add lines 1a-1f.......MediumBullet 25,411,706
Program Service Revenue Business Code
2a ADMISSIONS 900,099 202,169 202,169    
b EDUCATION AND PUBLIC PROGRAM FEES 900,099 382,676 382,676    
c TRAVELLING EXHIB & LOAN FEES 900,099 604,213 604,213    
d REPRODUCTION FEES 900,099 94,129 94,129    
e DIGITIZING FEES 900,099 214,793 214,793    
f All other program service revenue . 17,650 17,650    
g Total. Add lines 2a–2f........MediumBullet 1,515,630
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 285,000     285,000
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 174,825     174,825
(i) Real (ii) Personal
6a Gross Rents 205,256  
b Less: rental expenses    
c Rental income or (loss) 205,256  
d Net rental income or (loss).......MediumBullet 205,256     205,256
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 29,522,451  
b Less: cost or other basis and sales expenses 28,457,310  
c Gain or (loss) 1,065,141  
d Net gain or (loss)..........MediumBullet 1,065,141     1,065,141
8a Gross income from fundraising events (not including
$ 4,420,359
of contributions reported on line 1c). See Part IV, line 18 ...
a 244,700
b Less: direct expenses ...b 163,362
c Net income or (loss) from fundraising events..MediumBullet 81,338   81,338
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a 444,436
b Less: cost of goods sold ..b 249,109
c Net income or (loss) from sales of inventory..MediumBullet 195,327   16,488 178,839
Miscellaneous Revenue Business Code
11a VENDING MACHINE INCOME 900,099 5,160     5,160
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 5,160
12 Total revenue. See Instructions....MediumBullet 28,939,383 1,515,630 16,488 1,995,559
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 50,000 50,000
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 976,854 380,723 594,313 1,818
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 6,173,132 5,005,112 617,795 550,225
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 153,099 123,170 15,110 14,819
9 Other employee benefits ....... 746,356 600,462 73,661 72,233
10 Payroll taxes ........... 640,868 477,549 109,268 54,051
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 63,518 50,852 7,884 4,782
c Accounting ........... 172,835   172,835  
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 142,500 142,500
f Investment management fees ...... 125,081   125,081  
g Other .......... 1,597,805 1,080,817 166,247 350,741
12 Advertising and promotion .... 173,246 158,910 9,251 5,085
13 Office expenses ....... 488,905 330,571 76,421 81,913
14 Information technology ...... 131,983 94,726 15,222 22,035
15 Royalties .. 0      
16 Occupancy ........... 1,671,116 1,476,532 50,053 144,531
17 Travel ............ 151,283 108,793 26,277 16,213
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 11,880 11,151 308 421
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 2,213,154 2,143,912 46,162 23,080
23 Insurance .............. 165,385 158,938 4,298 2,149
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a EXHIBITION COSTS (SEE SCH O) 1,357,640 1,357,640 0 0
b EQUIPMENT RENTAL AND REPAIR 521,141 482,447 25,874 12,820
c PRINTING AND PUBLICATIONS 297,153 214,490 6,955 75,708
d OTHER SUPPLIES 285,754 123,482 30,365 131,907
e COLLECTION ACQUISITIONS 1,042,827 1,042,827 0 0
f All other expenses 574,794 533,503 20,973 20,318
25 Total functional expenses. Add lines 1 through 24f 19,928,309 16,006,607 2,194,353 1,727,349
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 151,587 1 492,518
2 Savings and temporary cash investments ....... 19,775,406 2 11,404,125
3 Pledges and grants receivable, net ......... 45,193,546 3 28,047,485
4 Accounts receivable, net ......... 282,531 4 174,353
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 140,180 8 120,316
9 Prepaid expenses and deferred charges ............ 2,424,451 9 2,759,562
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 95,579,688
b Less: accumulated depreciation. ..... 10b 26,685,382 44,032,065 10c 68,894,306
11 Investments—publicly traded securities .......... 13,152,590 11 24,823,938
12 Investments—other securities. See Part IV, line 11 ...... 9,425,494 12 12,500,247
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 14,400 15 14,400
16 Total assets. Add lines 1 through 15 (must equal line 34)... 134,592,250 16 149,231,250
Liabilities 17 Accounts payable and accrued expenses . 4,426,375 17 6,117,188
18 Grants payable ..........   18  
19 Deferred revenue .......... 455,050 19 575,187
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 2,614,355 25 2,486,060
26 Total liabilities. Add lines 17 through 25..... 7,495,780 26 9,178,435
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 44,874,381 27 42,362,498
28 Temporarily restricted net assets ..... 66,169,144 28 73,565,078
29 Permanently restricted net assets ..... 16,052,945 29 24,125,239
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 127,096,470 33 140,052,815
34 Total liabilities and net assets/fund balances ..... 134,592,250 34 149,231,250
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
28,939,383
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
19,928,309
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
9,011,074
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
127,096,470
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
3,945,271
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
140,052,815
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 20,264,816 36,712,178 42,029,646 45,530,214 25,411,706 169,948,560
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 20,264,816 36,712,178 42,029,646 45,530,214 25,411,706 169,948,560
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           37,265,938
6 Public Support. Subtract line 5 from line 4.           132,682,622
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 20,264,816 36,712,178 42,029,646 45,530,214 25,411,706 169,948,560
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,010,925 886,695 994,442 833,083 665,081 4,390,226
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 84,578 0 0 0 0 84,578
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 156,139 526,985 48,275 65,424 5,160 801,983
11 Total support (Add lines 7 through 10).           175,225,347
12
12
10,520,688
13
Section C. Computation of Public Support Percentage
14
14
75.721 %
15
15
74.680 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number

13-1624124
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number

13-1624124
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number

13-1624124
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 30,066,084 20,704,377 24,881,590
b Contributions ........ 8,072,294 8,697,440 1,963,024
c Investment earnings or losses ... 5,135,903 1,564,998 -5,866,989
d Grants or scholarships .....     0
e Other expenditures for facilities
and programs ........ 		1,430,097 900,731 273,248
f Administrative expenses ....     0
g End of year balance ...... 41,844,184 30,066,084 20,704,377
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet42.340 %
c
Term endowment: SchDMd Bullet57.660 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   684,664 684,664
b Buildings ................   46,218,864 20,485,664 25,733,200
c Leasehold improvements ............        
d Equipment ................   15,154,701 6,199,718 8,955,023
e Other .................   33,521,419   33,521,419
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 68,894,306
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) DOMESTIC LIMITED PARTNERSHIP 		1,388,964 F

(B) FOREIGN CORPORATIONS 		11,111,283 F







Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 12,500,247
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
ASSET RETIREMENT OBLIGATION 2,486,060








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,486,060
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 28,939,383
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 19,928,309
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 9,011,074
4 Net unrealized gains (losses) on investments .......................... 4 3,945,271
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 3,945,271
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 12,956,345
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 32,524,627
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 3,945,271
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 249,109
e Add lines 2a through 2d ..................... 2e 4,194,380
3 Subtract line 2e from line 1..................... 3 28,330,247
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 125,081
b Other (Describe in Part XIV): ........... 4b 484,055
c Add lines 4a and 4b....................... 4c 609,136
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 28,939,383
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 19,568,282
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 249,109
e Add lines 2a through 2d...................... 2e 249,109
3 Subtract line 2e from line 1..................... 3 19,319,173
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 125,081
b Other (Describe in Part XIV): ............ 4b 484,055
c Add lines 4a and 4b....................... 4c 609,136
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 19,928,309
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
FORM 990, SCH D, PART III LINE 1A DESCRIPTION OF COLLECTION PER AUDITED FINANCIAL STATEMENTS COLLECTIONS ARE NOT CAPITALIZED IN THE SOCIETY'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. THE SOCIETY'S BOARD HAS ADOPTED A POLICY WHEREBY ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS CAN BE UTILIZED ONLY FOR THE PURCHASE OF ADDITIONAL COLLECTION ITEMS THAT COMPLEMENT THE SOCIETY'S MISSION.
FORM 990, SCH D, PART III LINE 4 DESCRIPTION OF SOCIETY'S COLLECTIONS THE SOCIETY HAS TWO MAIN COLLECTIONS - A MUSEUM COLLECTION AND A LIBRARY COLLECTION. THE MUSEUM HOLDINGS COMPRISE MORE THAN 1.6 MILLION WORKS RELATING TO THE FOUNDING OF THE US, THE HISTORY OF ART IN AMERICA AND THE HISTORY OF NY AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE PIECES, DECORATIVE ARTS ITEMS, SHIP MODELS AND CARRIAGES. APPROXIMATELY 40,000 ITEMS IN THE COLLECTION ARE ON PERMANENT VIEW IN THE SOCIETY'S BUILDING AS A "VISIBLE STORAGE" INSTALLATION. THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE SOCIETY IS ONE OF THE OLDEST INDEPENDENT RESEARCH LIBRARIES IN THE US. COLLECTION STRENGTHS INCLUDE LOCAL HISTORY OF NY CITY AND STATE, COLONIAL HISTORY, THE REVOLUTIONARY WAR, AMERICAN MILITARY AND NAVAL HISTORY, RELIGIONS AND RELIGIOUS MOVEMENTS, THE ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE US, THE CIVIL WAR, AMERICAN BIOGRAPHY AND GENEALOGY, AMERICAN ART AND ART PATRONAGE, THE DEVELOPMENT OF AMERICAN ARCHITECTURE, 19TH AND 20TH CENTURY PORTRAITURE AND DOCUMENTARY PHOTOGRAPHS OF NYC. THE LIBRARY HOLDINGS CONTAIN MORE THAN 3 MILLION ITEMS. THE COLLECTIONS ARE AN ESSENTIAL PART OF THE SOCIETY'S MISSION TO COLLECT, PRESERVE AND INTERPRET AMERICAN HISTORY AND ART THROUGH ITS MATERIAL CULTURAL LEGACY. MORE INFORMATION CAN BE OBTAINED ABOUT BOTH COLLECTIONS ON THE SOCIETY WEB SITE AT WWW.NYHISTORY.ORG.
FORM 990, SCH D, PART V, LINE 4 INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 2.4% MUSEUM 11.8% PUBLIC AND EDUCATIONAL 16.7% COLLECTION ACQUISITION .5% UNRESTRICTED 68.6%
FORM 990, SCH D, PART X TAX STATUS THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF 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. DURING THE YEARS ENDED JUNE 30, 2011 AND 2010, THE SOCIETY WAS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES. 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.
FORM 990, SCH D, PART XII RECONCILIATION OF REVENUE WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $249,109 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $484,055
FORM 990, SCH D, PART XIII RECONCILIATION OF EXPENSES WITH AUDIT REPORT LINE 2D - COST OF INVENTORY SOLD $249,109 LINE 4B - INDIRECT COST OF SPECIAL EVENTS $484,055
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Europe (Including Iceland and Greenland)     Program Services CATALOGUE PUBLISHING 86,741
Europe (Including Iceland and Greenland)     Program Services GLASS CASE PRODUCTION 41,418
Europe (Including Iceland and Greenland)     Program Services VARIOUS 36,228
Europe (Including Iceland and Greenland)     Program Services EXHIBITION TOUR 0
Central America and the Caribbean     Investments   11,111,283
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     11,275,670
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     11,275,670
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
FORM 990, SCH F, PART I, LINE 3 ACTIVITIES OUTSIDE THE U.S. IN MAY 2010 THE SOCIETY ENTERED INTO A TRAVEL AGREEMENT WITH A SPANISH MUSEUM FOR ITS EXHIBITION ENTITLED "THE WORLD OF ASHER B. DURAND: THE ARTIST IN NINETEENTH-CENTURY AMERICA. THE EXHIBITION WAS ON DISPLAY IN MADRID FOR THE PERIOD OF OCTOBER 1, 2010 TO JANUARY 9, 2011. THE SOCIETY EARNED PROGRAM SERVICE FEES OF $75,000 IN CONNECTION WITH THIS ARRANGEMENT. IT DID NOT INCUR COSTS OUTSIDE THE UNITED STATES IN CONNECTION WITH THIS CONTRACT. THE SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES FROM TIME TO TIME. IN THE TAX YEAR 2010, THE SOCIETY: (1) CONTRACTED WITH TWO EUROPEAN BOOK PUBLISHERS FOR SEVERAL EXHIBITION CATALOGUES. FUND TRANSFERS AGGREGATED $86,741 DURING THE TAX YEAR. (2) ENTERED INTO AN EXHIBITION DESIGN CONTRACT WITH A EUROPEAN DESIGN FIRM. INITIAL PAYMENTS OF $41,418 WERE MADE DURING THE TAX YEAR. (3) PAID FOR SERVICES OR MATERIALS FROM APPROX 25 OTHER EUROPEAN ENTITIES OR PERSONS TOTALING $36,228.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Barbi Zakin Events LLC Spec Events   No 4,645,419 142,500 4,645,419
Total .................right arrow 4,645,419 142,500 4,645,419
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
CA, CT, DC, FL, IL, MA, MI, NJ, NY, VA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GALA
(event type) 		(b) Event #2

WEEKEND/HISTORY
(event type) 		(c) Other Events

2
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 2,677,031 1,789,438 198,590 4,665,059
2 Less: Charitable
contributions . . . 		2,569,031 1,669,638 181,690 4,420,359
3 Gross income (line 1
minus line 2) . . . 		108,000 119,800 16,900 244,700
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . . 44,854 16,526 64,924 126,304
8 Entertainment . . .        
9 Other direct expenses . 13,991 2,400 20,667 37,058
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 163,362
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 81,338
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
FORM 990, SCH G, PART I, LINE 2B FUNDRAISER THE SOCIETY CONTRACTED WITH ONE PROFESSIONAL FUNDRAISER DURING THE TAX YEAR 2010 - BARBI ZAKIN EVENTS LLC. CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE SOCIETY'S FUNDRAISING EVENTS DURING THE 2010 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 SOCIETY DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS, SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS AND DECORATIONS, AND THE SOCIETY DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE THREE EVENTS AGGREGATED $142,500 AND $6,530, RESPECTIVELY.
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number
13-1624124
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
 
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) American History Book Club Prize 1 50,000      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
MONITORING THE USE OF GRANT FORM 990, SCH I, PART I, LINE 2 THE AMERICAN HISTORY BOOK CLUB PRIZE IS AWARDED ANNUALLY TO AN AUTHOR FOR A NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY THAT IS DISTINGUISED 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 SELETED FROM THIS LIST.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) LOUISE MIRRER (i)
(ii)		 364,846
0 		0
0 		516
0 		7,350
0 		28,332
0 		401,044
0 		0
0
(2) JEAN ASHTON (i)
(ii)		 162,491
0 		0
0 		772
0 		4,992
0 		16,738
0 		184,993
0 		0
0
(3) ANDREW BUONPASTORE (i)
(ii)		 158,119
0 		4,800
0 		276
0 		4,944
0 		9,292
0 		177,431
0 		0
0
(4) MARY KILBOURN (i)
(ii)		 150,569
0 		0
0 		47,180
0 		5,934
0 		1,865
0 		205,548
0 		0
0
(5) RICHARD SHEIN (i)
(ii)		 126,054
0 		4,218
0 		464
0 		4,349
0 		32,836
0 		167,921
0 		0
0











Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
FORM 990, SCH J, PART I, LINE 4a SEVERANCE MARY KILBOURN, VP-INSTITUTIONAL ADV RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $46,750.
FORM 990, SCH J, PART I, LINE 7   BONUSES BASED ON PERFORMANCE WERE PAID TO THE VP-OPERATIONS, TREASURER/CFO, SECRETARY & GEN COUNSEL & CAO, AND VP-COMMUNICATIONS IN THE AMOUNT OF $4,800, $4,218, $3,600 AND $3,600 RESPECTIVELY.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) STEEPLECHASE FILMS INC PRESIDENT IS TRUSTEE 148,860 SEE SCH L, PART V FOR DETAILS   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
FORM 990, SCH L, PART IV TRANSACTION WITH INTERESTED PARTY THE SOCIETY CONTRACTED WITH STEEPLECHASE FILMS, INC. FOR THE PRODUCTION OF A FILM FOR AN EXHIBITION. RIC BURNS, A TRUSTEE, IS THE PRESIDENT OF THIS FIRM AND A WORLD-RENOWNED DOCUMENTARY FILM PRODUCER. DURING THE TAX YEAR 2010, THE SOCIETY PAID STEEPLECHASE FILMS, INC. $ 148,860 IN COMPLETION OF A TWO-YEAR CONTRACT. THE PROVISIONS OF THE CONFLICT OF INTEREST POLICY WERE FOLLOWED WITH RESPECT TO THIS TRANSACTION.
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 4    
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 14 4,384,185 FMV on date received
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Museum Collection ) X 276 0 0
26 Other Right pointing arrow large image ( Library Collection ) X 959 0 0
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
7
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
FORM 990, SCH M, PART I, LINE 33   THE SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE FISCAL YEAR. SEE SCH D, PART XIV, LINE 4 FOR A DESCRIPTION OF THE SOCIETY'S COLLECTIONS.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Identifier Return Reference Explanation
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE SOCIETY'S MISSION IS TO COLLECT, PRESERVE AND INTERPRET HISTORICAL ARTIFACTS, AMERICAN ART AND OTHER MATERIALS DOCUMENTING THE HISTORY OF THE UNITED STATES AS SEEN THROUGH THE PRISM OF NEW YORK CITY AND STATE. ITS MISSION IS TO MAKE ITS LIBRARY AND MUSEUM COLLECTIONS ACCESSIBLE TO THE BROADEST PUBLIC THROUGH EXHIBITIONS, STUDENT AND TEACHER EDUCATION PROGRAMS, ADULT PUBLIC PROGRAMS AND SCHOLAR RESEARCH. FOR MORE INFORMATION, SEE THE SOCIETY'S WEB SITE AT WWW.NYHISTORY.ORG.
FORM 990, PART III, LINE 4A MUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF THE SOCIETY'S MUSEUM IS TO GATHER, PRESERVE AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY SEEN THROUGH THE PRISM OF NEW YORK. IT HOLDS ONE OF THE WORLD'S GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION HOLDINGS COMPRISE MORE THAN 1.6 MILLION WORKS. (SEE SCH D, PART XIV FOR MORE INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND CHANGING, ENABLE THE SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. DURING THE TAX YEAR, OVER 100,000 PERSONS ATTENDED EXHIBITIONS IN THE SOCIETY'S BUILDING OR OFFSITE DURING THE RENOVATION OF THE SOCIETY'S BUILDING IN 2010 AND 2011. IN ADDITION, THROUGH THE SOCIETY'S "SHARING A NATIONAL TREASURE" TRAVELLING EXHIBITION PROGRAM, FIVE EXHIBITIONS TRAVELLED TO SIX OTHER MUSEUMS DURING THE TAX YEAR WITH ATTENDANCE TOTALING APPROXIMATELY 170,000 PERSONS. IN ADDITION, THE SOCIETY LENDS COLLECTION OBJECTS TO OTHER INSTITUTION TO FURTHER ITS MISSION.
FORM 990, PART III, LINE 4B LIBRARY THE SOCIETY'S LIBRARY (PATRICIA D. KLINGENSTEIN LIBRARY) IS ONE OF THE OLDEST RESEARCH LIBRARIES IN THE U.S. ITS MISSION IS TO FOSTER AND FACILITATE RESEARCH THAT REVEALS THE DYNAMISM OF HISTORY AND ITS INFLUENCE ON THE WORLD TODAY. EACH YEAR APPROXIMATELY 10,000 RESEARCHERS FROM THROUGHOUT THE U.S. AND THE WORLD, FROM BOTH THE SCHOLARLY COMMUNITY AND THE LAY PUBLIC, VISIT THE LIBRARY OR ARE ASSISTED BY STAFF REMOTELY VIA TELEPHONE, FAX, EMAIL AND POSTAL MAIL. THE LIBRARY'S COLLECTION CONTAINS MORE THAN 3 MILLION ITEMS. (SEE SCH D, PART XIV FOR MORE INFORMATION ABOUT THE COLLECTION.)
FORM 990, PART III, LINE 4C EDUCATION AND PUBLIC PROGRAMS THE EDUCATION DEPARTMENT OF THE SOCIETY ORGANIZES AND PRESENTS SCHOOL PROGRAMS AND TEACHER PROFESSIONAL-DEVELOPMENT PROGRAMS AND DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING THE TAX YEAR, OVER 100,000 PERSONS ATTENDED EDUCATION PROGRAMS OFFERED BY THE SOCIETY IN BOTH ITS BUILDING AND OFFSITE. ADULT PUBLIC PROGRAMS FOSTER LIFELONG LEARNING AND A DEEPER APPRECIATION OF THE RELEVANCE OF HISTORY AND UNDERSTANDING OF THE SOCIETY'S PERMANENT AND SPECIAL EXHIBITIONS. DURING THE TAX YEAR, 20,000 PERSONS BENEFITED FROM THE SOCIETY'S ADULT PUBLIC PROGRAMS.
FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAMS CONSIST OF THE SOCIETY'S MUSEUM STORE, EVENT RENTALS AND RIGHTS AND REPRODUCTION SERVICES.
FORM 990, PART VI, LINE 2 FAMILY OR BUSINESS RELATIONSHIPS TRUSTEE R. GILDER AND A RELATIVE OF TRUSTEE J. BERKOWITZ HAVE A BUSINESS RELATIONSHIP. THE GILDER LEHRMAN COLLECTION ("GLC"), A DELAWARE PARTNERSHIP, AND THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY ("GLI"), A NOT-FOR-PROFIT ORGANIZATION INCORPORATED BY THE STATE OF YORK BOARD OF REGENTS, ARE PARTIES TO AN AGREEMENT WITH THE NEW YORK HISTORICAL SOCIETY (THE "SOCIETY") DATED OCTOBER 10, 2008 PURSUANT TO WHICH A COLLECTION OF AMERICAN HISTORICAL DOCUMENTS AND OTHER ITEMS OWNED BY GLC AND GLI (THE "COLLECTION") HAS BEEN PLACED ON DEPOSIT WITH THE SOCIETY. N-YHS TRUSTEES MR. GILDER AND MR. LEHRMAN ARE PARTNERS OF GLC, AND N-YHS TRUSTEES MR. GILDER, MR. LEHRMAN AND MR. BASKER ARE TRUSTEES OF THE GLI. ITEMS IN THE COLLECTION OWNED BY GLC HAVE BEEN LEASED TO GLI. A SEPARATE AREA FOR HOUSING THE COLLECTION WAS CONSTRUCTED BY THE SOCIETY USING FUNDS DONATED TO THE SOCIETY BY MR. GILDER IN 2003. STAFF OF GLC AND GLI MAINTAIN THE COLLECTION AND MAKE IT AVAILABLE TO SCHOLARS AND THE PUBLIC. ALSO, GLI CONTRIBUTED $36,000 TO THE SOCIETY IN THE TAX YEAR 2010 TO SPONSOR ONE OF THE SOCIETY'S EDUCATIONAL PROGRAMS.
FORM 990, PART VI, LINE 4 CHANGES IN BY-LAWS IN SEPTEMBER 2010, THE BOARD AMENDED THE BY-LAWS TO RESTRICT CERTAIN FUNDS TO BE TREATED AS IF THEY WERE ENDOWMENT IN COMPLIANCE WITH THE SOCIETY'S SPENDING AND INVESTMENT POLICIES.
FORM 990, PART VI- LINE 11 APPROVAL PROCESS OF FORM 990 THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. UPON THE AUDIT COMMITTEE'S APPROVAL, THE FULL BOARD OF TRUSTEES IS SENT (VIA EMAIL) A COMPLETE COPY OF THE FORM 990, AS IT WILL BE FILED WITH THE IRS FOR ITS REVIEW. AFTER A COMMENT PERIOD OF A REASONABLE NUMBER OF DAYS, THE PRESIDENT AND CEO IS AUTHORIZED TO SIGN AND THE STAFF IS AUTHORIZED TO FILE THE FORM 990 AND SCHEDULES WITH THE IRS.
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 AND CHIEF ADMINISTRATIVE OFFICER IS CHARGED WITH OBTAINING EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES.
FORM 990, PART VI, SECTION B, LINE 14 DOCUMENT RETENTION AND DESTRUCTION POLICY THE BOARD OF TRUSTEES FORMALLY ADOPTED THE N-YHS'S RECORD MANAGEMENT POLICY ON JULY 14, 2011. THIS POLICY HAS BEEN IN EFFECT FOR A NUMBER OF YEARS.
FORM 990, PART VI- LINE 15 A & B EXECUTIVE COMPENSATION REVIEW PROCESS LINE 15A WHEN THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE, COMPRISED OF 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 CHAIRMAN OF THE BOARD AND NOT BY A STAFF MEMBER. THE CHAIRMAN OF THE BOARD LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE FINAL COMPENSATION ADJUSTMENT IS DETERMINED BY THE ENTIRE COMPENSATION COMMITTEE. THE CHAIRMAN TAKES CONTEMPORANEOUS MINUTES AND DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING, BUT IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." LINE 15B IN NOVEMBER OF EACH YEAR, INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE ACT AS A COMPENSATION COMMITTEE AND REVIEW THE SALARIES AND PERFORMANCE OF THE OFFICERS AND KEY EMPLOYEES (OTHER THAN THE PRESIDENT AND CEO WHOSE COMPENSATION IS SET BY AGREEMENT AND DESCRIBED ABOVE). 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 THE 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 BUT IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL."
PART VI- LINE 19 PUBLIC AVAILABILITY OF DOCUMENTS THE 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.
FORM 990 PART IX LINE 24A COMPONENTS OF EXHIBITION COSTS EXHIBITION AND OBJECT LOAN FEES $ 18,599 CONSERVATION 166,745 DESIGN AND INSTALLATION 682,916 GRAPHICS 73,521 AUDIO/VISUAL 3,305 FILM PRODUCTION 274,719 EXHIBITION AND ART SHIPPING COSTS 137,835 __________________ TOTAL $ 1,357,640
FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS UNREALIZED NET GAIN ON INVESTMENT $3,945,271
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version: