Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 province, country, and ZIP or foreign postal code
NEW YORK, NY10024
D Employer identification number

13-1624124
E Telephone number

G Gross receipts $ 95,114,893
F Name and address of principal officer:
LOUISE MIRRER
170 CENTRAL PARK WEST
NEW YORK,NY10024
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NYHISTORY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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: TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 45
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 44
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 390
6 Total number of volunteers (estimate if necessary) ............. 6 210
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 56,322
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 45,680,267 46,143,681
9 Program service revenue (Part VIII, line 2g) ......... 1,775,154 3,232,125
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,456,150 1,600,640
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,886,849 2,992,443
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 53,798,420 53,968,889
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 60,000 60,000
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) 19,314,901 21,364,929
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 161,500 168,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,687,466    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 22,412,816 22,056,025
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 41,949,217 43,648,954
19 Revenue less expenses. Subtract line 18 from line 12....... 11,849,203 10,319,935
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 198,363,647 222,197,434
21 Total liabilities (Part X, line 26)............. 22,011,682 31,034,501
22 Net assets or fund balances. Subtract line 21 from line 20..... 176,351,965 191,162,933
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("NEW-YORK HISTORICAL") IS TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 18,272,217 including grants of $   ) (Revenue $ 2,270,515 )
MUSEUM AND MUSEUM EXHIBITIONS - THE FOUNDING MISSION OF NEW-YORK HISTORICAL'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S GREATEST COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISE ABOUT 80,000 OBJECTS. EXHIBITIONS, BOTH PERMANENT AND ROTATING, IN-HOUSE AND TRAVELING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 8,655,736 including grants of $   ) (Revenue $ 911,973 )
EDUCATIONAL AND PUBLIC PROGRAMS - THE NEW-YORK HISTORICAL SOCIETY INFORMS AND EDUCATES THE PUBLIC THROUGH ITS SCHOOL PROGRAMS, ADULT PUBLIC PROGRAMS, AND WEBSITE. FOR MORE INFORMATION, SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 5,869,230 including grants of $ 60,000 ) (Revenue $ 650 )
LIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE FIRST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. FOR MORE INFORMATION, SEE SCHEDULE O.
(Code:   ) (Expenses $ 3,791,782 including grants of $   ) (Revenue $ 48,987 )
OTHER PROGRAM SERVICESNEW-YORK HISTORICAL HAS A MUSEUM STORE WHICH SELLS MERCHANDISE PRIMARILY RELATED TO THE SOCIETY'S MISSION, CURRENT EXHIBITIONS OR COLLECTION; OFFERS SPACE RENTALS TO VARIOUS ORGANIZATIONS AND INDIVIDUALS FOR SPECIAL EVENTS; AND RECEIVES ROYALTIES FROM PUBLISHERS, WEB DESIGNERS AND INDIVIDUALS FOR THE USE OF ITEMS IN THE COLLECTION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 3,791,782 including grants of $   ) (Revenue $ 48,987 )
4e Total program service expensesMediumBullet36,588,965
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
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, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
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 XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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 and XII is optional Click to see attachment
List of Attached Documents:
// Content
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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
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 I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 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
List of Attached Documents:
// Content
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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
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, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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 ...
35b
 
 
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 on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
377
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
390
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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
45
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
44
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
 
No
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
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 15a or 15b, describe the process on 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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
AR , CA , CO , CT , DC , FL , IL , KY , MD , MA , MI , MN , MS , NH , NJ , NY , NC , OH , OK , PA , RI , SC , TN , VA , WA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMONIQUE QUINN170 CENTRAL PARK WEST   NEW YORK,NY10024 (212) 873-3400
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LOUISE MIRRER......................................................................
PRESIDENT AND CEO
 35.00
.................
0.00 		X   X       871,474 0 117,419
(2) HSIN-MEI AGNES HSU......................................................................
CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(3) JOHN MONSKY......................................................................
VICE CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(4) SUZANNE F PECK......................................................................
VICE CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(5) RUSSELL P PENNOYER......................................................................
TREASURER
 1.00
.................
0.00 		X   X       0 0 0
(6) HELEN APPEL......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(7) CLIFF ASNESS......................................................................
TRUSTEE (END 11/2022)
 1.00
.................
0.00 		X           0 0 0
(8) BARRY BARNETT......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(9) NORMAN BENZAQUEN......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(10) JUDITH ROTH BERKOWITZ......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(11) JAMES S CHANOS......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(12) LOIS CHILES......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(13) DANIEL COHEN......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(14) BETSY COHN......................................................................
TRUSTEE (END 10/2022)
 1.00
.................
0.00 		X           0 0 0
(15) RAVENEL B CURRY III......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(16) SUSAN FRIER DANILOW......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(17) ELIZABETH B DATER......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BARBARA KNOWLES DEBS........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(19) JOSEPH A DIMENNA........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(20) KRIS DOERFLER........................................................................
TRUSTEE (END 10/2022)
 1.00
.......................0.00 		X           0 0 0
(21) BUZZY GEDULD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(22) DOROTHY GOLDMAN........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(23) MARTIN J GROSS........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(24) ROGER HERTOG........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(25) EDWARD R HINTZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(26) ELIE HIRSCHFELD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(27) BRIAN KANE........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(28) PATRICIA KLINGENSTEIN........................................................................
TRUSTEE (END 2/2023)
 1.00
.......................0.00 		X           0 0 0
(29) SIDNEY LAPIDUS........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(30) TARKY LOMBARDI JR........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(31) PETER W MAY........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(32) JONATHAN M MOSES........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(33) LAWRENCE NEUBAUER........................................................................
TRUSTEE (AS OF 2/2023)
 1.00
.......................0.00 		X           0 0 0
(34) JOEL I PICKET........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(35) JEAN MARGO REID........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(36) RICHARD REISS JR........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(37) THOMAS A SAUNDERS III........................................................................
TRUSTEE (END 9/2022)
 1.00
.......................0.00 		X           0 0 0
(38) PAM B SCHAFLER........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(39) BERNARD L SCHWARTZ........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(40) MICHAEL SOLENDER........................................................................
TRUSTEE (AS OF 2/2023)
 1.00
.......................0.00 		X           0 0 0
(41) GILLIAN STEEL........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(42) SY STERNBERG........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(43) ANDREW H TISCH........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(44) ERNEST TOLLERSON........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(45) IRA UNSCHULD........................................................................
TRUSTEE (END 11/2022)
 1.00
.......................0.00 		X           0 0 0
(46) BRIDGET VAN KRALINGEN........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(47) SUSAN WATERFALL........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(48) SUE ANN WEINBERG........................................................................
TRUSTEE (END 11/2022)
 1.00
.......................0.00 		X           0 0 0
(49) MICHAEL WEISBERG........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(50) JANE WEITZMAN........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(51) BYRON R WIEN........................................................................
TRUSTEE (END 10/2022)
 1.00
.......................0.00 		X           0 0 0
(52) KEITH WOFFORD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(53) DAVID W ZALAZNICK........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(54) FREDDY TAVERAS........................................................................
SECRETARY,EVP & GEN. COUNSEL
 35.00
.......................0.00 		    X       265,665 0 56,313
(55) RICHARD SHEIN........................................................................
ASSISTANT TREASURER AND CFO
 35.00
.......................0.00 		    X       237,497 0 60,404
(56) VALERIE PALEY........................................................................
SVP AND LIBRARY DIRECTOR
 35.00
.......................0.00 		      X     258,343 0 55,530
(57) MATTHEW BREGMAN........................................................................
VP DEVELOPMENT
 35.00
.......................0.00 		      X     242,070 0 72,000
(58) MARCI REAVEN-TANIS........................................................................
VP HISTORY EXHIBITS
 35.00
.......................0.00 		      X     209,497 0 19,770
(59) MARGARET HOFER........................................................................
VP MUSEUM DIRECTOR
 35.00
.......................0.00 		      X     214,036 0 65,287
(60) DALE GREGORY........................................................................
VP PUBLIC PROGRAMS (END 4/2023)
 35.00
.......................0.00 		      X     182,660 0 48,626
(61) FRANK DIMAIOLO........................................................................
VP HUMAN RESOURCES
 35.00
.......................0.00 		        X   197,608 0 34,255
(62) YASHIRIS MORETA........................................................................
VP OPERATIONS AND CAPITAL PROJECTS
 35.00
.......................0.00 		        X   169,719 0 29,940
(63) LAURA WASHINGTON........................................................................
CCO & VP STRATEGIC PARTNERSHIPS
 35.00
.......................0.00 		        X   193,109 0 70,846
(64) ARMANDO LOPEZ........................................................................
DIRECTOR OF IT
 35.00
.......................0.00 		        X   181,365 0 61,032
(65) SHAYNE DOTY........................................................................
CHIEF STRATEGY OFFICER (END 7/2022)
 35.00
.......................0.00 		        X   148,585 0 21,386
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,371,628 0 712,808
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet32
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ROBERT AM STERN ARCHITECTS LLP

ONE PARK AVENUE
NEW YORK,NY10016 		ARCHITECTS 2,514,736
TURNER CONSTRUCTION COMPANY

375 HUDSON STREET
NEW YORK,NY10014 		CONSTRUCTION 880,153
ZUBATKIN OWNER REPRESENTATION LLC

333 W 52ND ST 6TH FL
NEW YORK,NY10019 		CONSTRUCTION CONSULTANT 591,816
AKA NYC LIMITED

321 W 44TH STREET SUITE 401
NEW YORK,NY10019 		ADVERTISING 545,698
SECURITAS SECURITY SERVICES USA INC

2 CAMPUS DRIVE
PARSIPPANY,NJ07054 		SECURITY SERVICES 431,600
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet38
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 1,196,621
c Fundraising events..1c 6,473,204
d Related organizations1d  
e Government grants (contributions)1e 4,356,748
f All other contributions, gifts, grants, and similar amounts not included above1f 34,117,108
g Noncash contributions included in lines 1a - 1f:$ 1g 1,014,666
h Total. Add lines 1a-1f.......MediumBullet 46,143,681
Program Service RevenueAmt Business Code
2a ADMISSION 900099 1,786,218 1,786,218    
b EDUCATION & PUBLIC PRO 900099 871,799 871,799    
c TRAVELING EXHIB & LOAN 900099 444,122 444,122    
d MEMBERSHIP DUES 900099 80,350 80,350    
e REPRODUCTION FEES 900099 48,636 48,636    
f All other program service revenue. 1,000 1,000    
g Total. Add lines 2a–2f .....MediumBullet 3,232,125
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 922,121     922,121
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 72,882     72,882
(ii) Personal (i) Real
6a Gross rents   2,119,174 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   2,119,174 6c
d Net rental income or (loss).......MediumBullet 2,119,174     2,119,174
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 282,672 40,686,179 7a
b Less: cost or other basis and sales expenses 0 40,290,332 7b
c Gain or (loss) 282,672 395,847 7c
d Net gain or (loss).........MediumBullet 678,519     678,519
8a Gross income from fundraising events (not including $ 6,473,204of contributions reported on line 1c). See Part IV, line 18 ....
8a 267,300
b Less: direct expenses ... 8b 341,138
c Net income or (loss) from fundraising events..MediumBullet -73,838   -73,838
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 1,031,203
b Less: cost of goods sold .. 10b 514,534
c Net income or (loss) from sales of inventory..MediumBullet 516,669   56,322 460,347
Business Code Miscellaneous Revenue
11a CAFE/CATERING 900099 232,943     232,943
b REIMBURSEMENT/REBATE 900099 64,285     64,285
c CAFE AMORTIZATION 900099 53,869     53,869
d All other revenue .... 6,459     6,459
e Total. Add lines 11a–11d ...... MediumBullet 357,556
12 Total revenue. See instructions.....MediumBullet 53,968,889 3,232,125 56,322 4,536,761
Form 990 (2021)
Form 990 (2021)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 60,000 60,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 2,935,212 1,298,904 1,373,076 263,232
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 13,631,415 11,791,973 1,143,069 696,373
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 742,734 656,756 44,153 41,825
9 Other employee benefits ....... 2,818,711 2,279,824 366,896 171,991
10 Payroll taxes ........... 1,236,857 963,395 195,065 78,397
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 73,622   73,622  
c Accounting ........... 216,000   216,000  
d Lobbying ........... 90,000   90,000  
e Professional fundraising services. See Part IV, line 17 168,000 168,000
f Investment management fees ...... 189,084   189,084  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,579,412 2,222,897 104,418 252,097
12 Advertising and promotion .... 1,122,863 1,070,641 37,815 14,407
13 Office expenses ....... 869,603 699,133 40,554 129,916
14 Information technology ...... 636,770 509,926 48,757 78,087
15 Royalties ..        
16 Occupancy ........... 2,878,111 2,733,037 108,909 36,165
17 Travel ............ 120,224 120,224    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 67,241 36,228 29,366 1,647
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 7,200,517 7,072,673 91,419 36,425
23 Insurance ... 259,167 245,609 11,067 2,491
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a EQUIP AND REPAIR 1,780,992 1,556,335 76,874 147,783
b EXHIBITION COSTS 1,543,391 1,537,425 31 5,935
c OTHER SUPPLIES 928,358 437,453 80,992 409,913
d COLLECTION ACQUISITIONS 651,311 651,311    
e All other expenses 849,359 645,221 51,356 152,782
25 Total functional expenses. Add lines 1 through 24e 43,648,954 36,588,965 4,372,523 2,687,466
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 3,849,103 1 4,025,994
2 Savings and temporary cash investments ......... 11,218,558 2 17,407,203
3 Pledges and grants receivable, net ...... 31,608,964 3 37,719,300
4 Accounts receivable, net ............. 752,450 4 745,934
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 413,477 8 360,847
9 Prepaid expenses and deferred charges ...... 3,360,777 9 3,712,324
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 204,595,034
b Less: accumulated depreciation 10b 108,688,968 94,722,924 10c 95,906,066
11 Investments—publicly traded securities . 49,288,688 11 51,749,465
12 Investments—other securities. See Part IV, line 11 ..... 3,148,706 12 3,338,435
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15 7,231,866
16 Total assets. Add lines 1 through 15 (must equal line 33)... 198,363,647 16 222,197,434
Liabilities 17 Accounts payable and accrued expenses ..... 4,728,001 17 6,535,939
18 Grants payable ...   18  
19 Deferred revenue ......... 1,067,693 19 1,219,630
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 12,199,946 23 11,734,890
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,016,042 25 11,544,042
26 Total liabilities. Add lines 17 through 25.. 22,011,682 26 31,034,501
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 72,393,532 27 68,640,846
28 Net assets with donor restrictions ........... 103,958,433 28 122,522,087
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 176,351,965 32 191,162,933
33 Total liabilities and net assets/fund balances ........ 198,363,647 33 222,197,434
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
53,968,889
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
43,648,954
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
10,319,935
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
176,351,965
5
Net unrealized gains (losses) on investments ...............
5
4,491,033
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
191,162,933
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2021)
Form 990 (2021)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 31,667,398 34,991,506 32,706,118 45,680,267 46,143,681 191,188,970
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 31,667,398 34,991,506 32,706,118 45,680,267 46,143,681 191,188,970
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) .. 26,227,487
6 Public support. Subtract line 5 from line 4. 164,961,483
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 31,667,398 34,991,506 32,706,118 45,680,267 46,143,681 191,188,970
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,514,700 1,915,058 826,155 2,792,677 3,114,177 11,162,767
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 3,480,067 1,216,073 769,372 1,300,648 1,599,737 8,365,897
11 Total support. Add lines 7 through 10 210,717,634
12
12
14,620,603
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
78.290 %
15
15
84.000 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 950,765. 2019 AMOUNT: $ 391,978. 2020 AMOUNT: $ 190,596. 2021 AMOUNT: $ 309,267. 2022 AMOUNT: $ 357,556. GROSS INCOME FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 301,375. 2019 AMOUNT: $ 118,705. 2020 AMOUNT: $ 87,240. 2021 AMOUNT: $ 254,200. 2022 AMOUNT: $ 267,300. GROSS INCOME FROM SALE OF INVENTORY - 2018 AMOUNT: $ 2,227,927. 2019 AMOUNT: $ 705,390. 2020 AMOUNT: $ 491,536. 2021 AMOUNT: $ 737,181. 2022 AMOUNT: $ 974,881.
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number
13-1624124
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number

13-1624124
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
NEW YORK HISTORICAL SOCIETY
  		Employer identification number

13-1624124
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
90,000
j
Total. Add lines 1c through 1i ....................................................................................................
90,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: THE NEW-YORK HISTORICAL SOCIETY ENGAGES A LOBBYING FIRM TO PROVIDE SUPPORT SECURING FUNDS INCLUDED IN STATE BUDGET APPROPRIATIONS.
Schedule C (Form 990) 2021


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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 61,801,443 78,023,497 65,390,673 64,288,869 61,578,181
b Contributions ... 1,005,928 365,557 27,704 3,222,665 2,153,021
c Net investment earnings, gains, and losses 4,945,590 -14,429,937 14,656,087 -167,851 2,327,205
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		2,615,394 2,157,674 2,050,967 1,953,010 1,769,538
f Administrative expenses ....          
g End of year balance ...... 65,137,567 61,801,443 78,023,497 65,390,673 64,288,869
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet24.630 %
b
Permanent endowment SchDMd Bullet75.370 %
c
Term endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,335,100 2,335,100
b Buildings ....   149,943,504 78,140,957 71,802,547
c Leasehold improvements   482,644 482,644 0
d Equipment ....   9,468,824 8,864,057 604,767
e Other .....   42,364,962 21,201,310 21,163,652
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 95,906,066
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 11,544,042
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 58,196,346
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 4,491,033
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -589,026
e Add lines 2a through 2d ..................... 2e 3,902,007
3 Subtract line 2e from line 1.................. 3 54,294,339
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 189,084
b Other (Describe in Part XIII.) ........... 4b -514,534
c Add lines 4a and 4b.................... 4c -325,450
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 53,968,889
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 43,385,378
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 XIII.) ............ 2d 514,534
e Add lines 2a through 2d.................... 2e 514,534
3 Subtract line 2e from line 1................... 3 42,870,844
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 189,084
b Other (Describe in Part XIII.) ............ 4b 589,026
c Add lines 4a and 4b..................... 4c 778,110
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 43,648,954
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART III, LINE 1A: DESCRIPTION OF COLLECTION PER AUDITED FINANCIAL STATEMENTS - COLLECTIONS ARE NOT CAPITALIZED IN THE NEW-YORK HISTORICAL SOCIETY'S FINANCIAL STATEMENTS. COLLECTIONS, INCLUDING LIBRARY HOLDINGS, ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH. THE NEW-YORK HISTORICAL SOCIETY'S BOARD HAS ADOPTED A POLICY WHEREBY ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS CAN BE UTILIZED ONLY FOR ACQUISITIONS, DIRECT CARE (E.G., CONSERVATION, PRESERVATION, REHOUSING, OR STORAGE), PROCESSING, AND/OR CATALOGING OF THE COLLECTIONS AND COLLECTIONS MANAGEMENT.
PART III, LINE 4: DESCRIPTION OF NEW-YORK HISTORICAL'S COLLECTIONS - THE NEW-YORK HISTORICAL SOCIETY HAS TWO MAIN COLLECTIONS - A LIBRARY COLLECTION AND A MUSEUM COLLECTION. THE LIBRARY AND MUSEUM'S HOLDINGS COMPRISE MORE THAN TWO MILLION WORKS RELATING TO THE FOUNDING OF THE UNITED STATES, THE HISTORY OF ART IN AMERICA, AND THE HISTORY OF NEW YORK AND ITS PEOPLE. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, FURNITURE, DECORATIVE ARTS, SHIP MODELS, TOYS, AND CARRIAGES. THE LIBRARY'S VAST AND INTERRELATED COLLECTIONS INCLUDE 20,000 LINEAR FEET OF MANUSCRIPTS AND ARCHIVES, 350,000 BOOKS AND PAMPHLETS; 500,000 PHOTOGRAPHIC PRINTS AND NEGATIVES; 560,000 DRAWINGS, PLANS, AND BLUEPRINTS IN THE ARCHITECTURE COLLECTIONS; 15,000 MAPS AND ATLASES; 10,000 NEWSPAPER TITLES (INCLUDING THE FOURTH LARGEST COLLECTION OF PRE-1820 AMERICAN NEWSPAPER TITLES IN THE UNITED STATES); 275,000 PRINTS AND GRAPHIC ARTWORKS; 20,000 BROADSIDES; AND SUBSTANTIAL COLLECTIONS OF EPHEMERA. THE COLLECTIONS ARE AN ESSENTIAL PART OF NEW-YORK HISTORICAL'S MISSION TO COLLECT, PRESERVE, AND INTERPRET AMERICAN HISTORY AND ART THROUGH ITS MATERIAL CULTURE LEGACY. MORE INFORMATION CAN BE OBTAINED ABOUT BOTH COLLECTIONS AT WWW.NYHISTORY.ORG.
PART V, LINE 4: INTENDED USE OF THE ENDOWMENT THE ENDOWMENT SPONSORS PROGRAMMING IN THE FOLLOWING PERCENTAGES: LIBRARY 16% MUSEUM 17% PUBLIC AND EDUCATIONAL 26% COLLECTION ACQUISITION 1% UNRESTRICTED 40%
PART X, LINE 2: TAX STATUS THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) FOR RELATED ACTIVITIES. CONTRIBUTIONS TO IT ARE TAX-DEDUCTIBLE BY DONORS AS PRESCRIBED BY THE CODE. IN ADDITION, THE SOCIETY IS TAX-EXEMPT FROM STATE AND LOCAL INCOME TAX FOR RELATED ACTIVITIES, PROPERTY TAXES, AND SALES TAX. THE SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE SOCIETY HAS EVALUATED ITS TAX POSITIONS AND HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND THAT IT WILL CONTINUE TO BE EXEMPT FROM TAXES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OF SPECIAL EVENTS -589,026.
PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -514,534.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 514,534.
PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT COSTS OF SPECIAL EVENTS 589,026.
Schedule D (Form 990) 2021


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other 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 its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA/CARRIBEAN 0 0 INVESTMENTS   3,338,435
EUROPE 0 0 PROGRAM SERVICES SOFTWARE DESIGN 234,198
NORTH AMERICA 0 0 PROGRAM SERVICES WEBSITE HOSTING 112,838
MIDDLE EAST 0 0 PROGRAM SERVICES VIRTUAL TOURS 50,000
EUROPE 0 0 PROGRAM SERVICES SPEAKER/PERFORMER 47,931
EUROPE 0 0 PROGRAM SERVICES EXHIBITION DESIGN 24,563
MIDDLE EAST 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 10,522
EUROPE 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 5,283
SOUTH ASIA 0 0 PROGRAM SERVICES EXHIBITION/STORE MDSE 4,300
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 3,823,770
b Total from continuation sheets to Part I ... 0 0 4,300
c Totals (add lines 3a and 3b) 0 0 3,828,070
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated 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 noncash
assistance 		(h) Description
of noncash
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) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
FORM 990, SCH F, PART I, LINE 3 ACTIVITIES OUTSIDE THE U.S. DURING THE TAX YEAR, THE NEW-YORK HISTORICAL SOCIETY RECEIVED FUNDS FROM FOREIGN SOURCES, AS FOLLOWS: (1) TRAVELING EXHIBTION INCOME OF $59,454 FROM EUROPEAN SOURCES. THE NEW-YORK HISTORICAL SOCIETY ALSO PURCHASES SERVICES AND MATERIALS FROM FOREIGN SOURCES. DURING THE TAX YEAR, IT REMITTED FUNDS TO FOREIGN SOURCES, AS FOLLOWS: (1) TO A EUROPEAN PUBLIC SPEAKER/PERFORMER WITH FUND TRANSFERS AGGREGATING $47,931. (2) TO EUROPEAN VENDORS FOR EXHIBITION ITEMS AGGREGATING $24,563. (3) TO A MIDDLE EAST VENDOR FOR EXHIBITION ITEMS AGGREGATING $50,000. (4) FOR ANIMATION SERVICES FROM A EUROPEAN VENDOR AGGREGATING $234,198. (5) FOR WEBSITE HOSTING SERVICES OF $112,838 TO A NORTH AMERICAN VENDOR. (6) FOR STORE MERCHANDISE (INCLUDING TRANSPORTATION) FROM EUROPEAN VENDORS TOTALING $5,283, FROM MIDDLE EASTERN VENDORS TOTALING $10,522 AND FROM ASIAN VENDORS TOTALING $4,300.
FORM 990, SCH F, PART I, LINE 3, COLUMN (F) METHOD OF REPORTING EXPENSES EXPENSES IN COLUMN (F) ARE REPORTED USING THE ACCRUAL METHOD.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(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
370 EAST 76TH STREET SUITE B503
 
NEW YORK, NY10021 		SPEC EVENTS   No 6,740,504 168,000 6,572,504
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 6,740,504 168,000 6,572,504
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AR, CA, CO, CT, DC, FL, IL, KY, MD, MA, MI, MN, MS, NH, NJ, NY, NC, OH, OK, PA, RI, SC, TN, VA, WA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

WEEKEND/HISTORY
(event type) 		(b) Event #2

HISTORY MAKERS GALA
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
2,958,785
3,091,377
690,342
6,740,504

2
Less: Contributions . . . .
2,778,085
3,025,677
669,442
6,473,204
3 Gross income (line 1 minus
line 2) . . . . . .
180,700
65,700
20,900
267,300



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 179,700 98,981 33,666 312,347
8 Entertainment . . . . 23,800 3,450   27,250
9 Other direct expenses . . . 106 1,310 125 1,541
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 341,138
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -73,838
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISER THE NEW-YORK HISTORICAL SOCIETY CONTRACTED WITH ONE PROFESSIONAL FUNDRAISER DURING THE TAX YEAR - BARBI ZAKIN EVENTS LLC. CONTRACTS WITH BARBI ZAKIN EVENTS LLC RELATED TO CONSULTING WORK FOR THREE OF THE NEW-YORK HISTORICAL SOCIETY'S FUNDRAISING EVENTS AND ONE PROGRAMMING INITIATIVE DURING THE TAX YEAR. EACH CONTRACT CALLED FOR THE PAYMENT OF A FLAT FEE AND THE REIMBURSEMENT OF OUT-OF-POCKET EXPENSES (I.E. STAMPS, OFFICE SUPPLIES AND COPIES OF MATERIALS). THE NEW-YORK HISTORICAL SOCIETY DIRECTLY PAID FOR ALL MAJOR COSTS OF THE EVENTS (SUCH AS INVITATION PREPARATION AND MAILING, CATERING COSTS, AND DECORATIONS), AND THE NEW-YORK HISTORICAL SOCIETY DIRECTLY COLLECTED ALL FUNDS RAISED BY THESE EVENTS AND INITIATIVES. THE FEES AND OUT-OF-POCKET REIMBURSEMENT COSTS FOR THE YEAR AGGREGATED $168,000 AND $9,733, RESPECTIVELY.
Schedule G (Form 990) 2022
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) BARBARA AND DAVID ZALAZNICK BOOK PRIZE 1 50,000 0    
(2) CHILDREN'S HISTORY BOOK CLUB PRIZE 1 10,000 0    
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: MONITORING THE USE OF GRANTS (AWARDS) THE NEW-YORK HISTORICAL SOCIETY HAS TWO BOOK AWARDS, THE MONITORING OF WHICH IS AS FOLLOWS: THE CHILDREN'S HISTORY BOOK PRIZE ($10,000) IS AWARDED ANNUALLY TO AUTHORS FOR A FICTION OR NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY FOR MIDDLE READERS THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO CHILDREN AND EDUCATORS. IN SELECTING THE RECIPIENTS OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF TEN (INCLUDING EDUCATORS, HISTORIANS, LIBRARIANS, AND MIDDLE READERS) SELECTS THE FINALIST. THE BARBARA AND DAVID ZALAZNICK BOOK PRIZE IN AMERICAN HISTORY ($50,000) IS AWARDED ANNUALLY TO AN AUTHOR FOR A NON-FICTION BOOK ON AMERICAN HISTORY OR BIOGRAPHY THAT IS DISTINGUISHED BY ITS SCHOLARSHIP, ITS LITERARY STYLE, AND ITS APPEAL TO BOTH A GENERAL AND AN ACADEMIC AUDIENCE. IN SELECTING THE RECIPIENT OF THE AWARD, A WIDE ARRAY OF PUBLISHERS IS INVITED TO MAKE RECOMMENDATIONS FROM WHICH A JURY OF FIVE (FROM BOTH ACADEMIA AND LAY) SELECTS THREE AUTHORS. THE FINALIST IS SELECTED FROM THIS LIST. THE BOOK PRIZE WAS AWARDED IN CONNECTION WITH THE WEEKEND/HISTORY FUNDRAISING EVENT.
Schedule I (Form 990) 2022



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1LOUISE MIRRER
PRESIDENT AND CEO 		(i)

(ii)		 721,167
-------------
0 		140,000
-------------
0 		10,307
-------------
0 		81,500
-------------
0 		35,919
-------------
0 		988,893
-------------
0 		0
-------------
0
2FREDDY TAVERAS
SECRETARY,EVP & GEN. COUNSEL 		(i)

(ii)		 265,060
-------------
0 		0
-------------
0 		605
-------------
0 		23,315
-------------
0 		32,998
-------------
0 		321,978
-------------
0 		0
-------------
0
3MATTHEW BREGMAN
VP DEVELOPMENT 		(i)

(ii)		 241,067
-------------
0 		0
-------------
0 		1,003
-------------
0 		20,836
-------------
0 		51,164
-------------
0 		314,070
-------------
0 		0
-------------
0
4VALERIE PALEY
SVP AND LIBRARY DIRECTOR 		(i)

(ii)		 256,688
-------------
0 		0
-------------
0 		1,655
-------------
0 		22,223
-------------
0 		33,307
-------------
0 		313,873
-------------
0 		0
-------------
0
5RICHARD SHEIN
ASSISTANT TREASURER AND CFO 		(i)

(ii)		 214,110
-------------
0 		0
-------------
0 		23,387
-------------
0 		20,339
-------------
0 		40,065
-------------
0 		297,901
-------------
0 		0
-------------
0
6MARGARET HOFER
VP MUSEUM DIRECTOR 		(i)

(ii)		 192,662
-------------
0 		0
-------------
0 		21,374
-------------
0 		18,271
-------------
0 		47,016
-------------
0 		279,323
-------------
0 		0
-------------
0
7LAURA WASHINGTON
CCO & VP STRATEGIC PARTNERSHIPS 		(i)

(ii)		 193,109
-------------
0 		0
-------------
0 		0
-------------
0 		16,325
-------------
0 		54,521
-------------
0 		263,955
-------------
0 		0
-------------
0
8ARMANDO LOPEZ
DIRECTOR OF IT 		(i)

(ii)		 181,208
-------------
0 		0
-------------
0 		157
-------------
0 		14,762
-------------
0 		46,270
-------------
0 		242,397
-------------
0 		0
-------------
0
9FRANK DIMAIOLO
VP HUMAN RESOURCES 		(i)

(ii)		 197,448
-------------
0 		0
-------------
0 		160
-------------
0 		16,234
-------------
0 		18,021
-------------
0 		231,863
-------------
0 		0
-------------
0
10DALE GREGORY
VP PUBLIC PROGRAMS (END 4/2023) 		(i)

(ii)		 179,377
-------------
0 		0
-------------
0 		3,283
-------------
0 		14,677
-------------
0 		33,949
-------------
0 		231,286
-------------
0 		0
-------------
0
11MARCI REAVEN-TANIS
VP HISTORY EXHIBITS 		(i)

(ii)		 199,293
-------------
0 		0
-------------
0 		10,204
-------------
0 		17,065
-------------
0 		2,705
-------------
0 		229,267
-------------
0 		0
-------------
0
12YASHIRIS MORETA
VP OPERATIONS AND CAPITAL PROJECTS 		(i)

(ii)		 169,575
-------------
0 		0
-------------
0 		144
-------------
0 		13,366
-------------
0 		16,574
-------------
0 		199,659
-------------
0 		0
-------------
0
13SHAYNE DOTY
CHIEF STRATEGY OFFICER (END 7/2022) 		(i)

(ii)		 93,797
-------------
0 		0
-------------
0 		54,788
-------------
0 		11,178
-------------
0 		10,208
-------------
0 		169,971
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4A SEVERANCE PAYMENTS SHAYNE DOTY: $43,657
PART I, LINE 7: NON-FIXED PAYMENTS THE NEW-YORK HISTORICAL SOCIETY HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2022, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 33 0  
2 Art—Historical treasures . X 376 0  
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 37 1,014,666 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 ( OTHER PRINTS ) X 96 0  
26 Other Right pointing arrow large image ( PHOTOGRAPHS ) X 19 0  
27 Other Right pointing arrow large image ( BOOKS/NEWSPAPER/MAPS ) X 16 0  
28 Other Right pointing arrow large image ( MANUSCRIPTS ) X 5 0  
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
3
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF ITEMS CONTRIBUTED THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED.
SCHEDULE M, LINE 31: GIFT ACCEPTANCE POLICY THE NEW-YORK HISTORICAL SOCIETY ACCEPTED NUMEROUS OBJECTS INTO BOTH ITS MUSEUM AND LIBRARY COLLECTIONS DURING THE TAX YEAR. (SEE SCHEDULE D, PART III, LINE 4, AND SCHEDULE D, PART XIII, FOR A DESCRIPTION OF THE NEW-YORK HISTORICAL SOCIETY'S COLLECTIONS.)
Schedule M (Form 990) (2022)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
NEW YORK HISTORICAL SOCIETY
 
Employer identification number

13-1624124
Return Reference Explanation
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: MUSEUM AND MUSEUM EXHIBITIONS THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY'S MUSEUM IS TO GATHER, PRESERVE, AND INTERPRET MATERIALS RELATED TO AMERICAN HISTORY SEEN THROUGH THE LENS OF NEW YORK. IT HOLDS ONE OF THE WORLD'S PREMIER COLLECTIONS OF HISTORICAL ARTIFACTS, AMERICAN ART, AND OTHER MATERIALS. THE MUSEUM'S COLLECTION COMPRISES ABOUT 80,000 OBJECTS. (SEE SCHEDULE D, PART XIII FOR INFORMATION ABOUT THE COLLECTION.) EXHIBITIONS, BOTH PERMANENT AND ROTATING, ENABLE THE NEW-YORK HISTORICAL SOCIETY TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. IN TAX YEAR 2022 NEW-YORK HISTORICAL'S EXHIBITIONS SERVED MORE THAN 100,000 PEOPLE AND INCLUDED 9 TEMPORARY EXHIBITIONS ON VIEW AT THE MUSEUM AS WELL AS FIVE (5) TRAVELING EXHIBITIONS ON VIEW AT SIX (6) VENUES THROUGHOUT THE UNITED STATES. THESE EXHIBITIONS TELL THE STORY OF THE UNITED STATES THROUGH ARTIFACTS AND ART. IN ADDITION, EVERY YEAR, NEW-YORK HISTORICAL REGULARLY LENDS INDIVIDUAL OR SMALL GROUPS OF COLLECTION OBJECTS TO OTHER INSTITUTIONS TO FURTHER ITS MISSION.
FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATIONAL AND PUBLIC PROGRAMS NEW-YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. THE EDUCATION DEPARTMENT OF THE NEW-YORK HISTORICAL SOCIETY ORGANIZES AND PRESENTS AN EXTENSIVE RANGE OF SCHOOL PROGRAMS FOR STUDENTS AND PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS, AS WELL AS DEVELOPS AND DISTRIBUTES CLASSROOM RESOURCES. DURING TAX YEAR 2022, APPROXIMATELY 95,000 EDUCATORS AND STUDENTS WERE SERVED DIRECTLY THROUGH EDUCATIONAL PROGRAMS IN BOTH THE MUSEUM BUILDING AND SCHOOLS THROUGHOUT THE METROPOLITAN AREA. IN ADDITION, NEW-YORK HISTORICAL'S CURRICULUMS ARE USED BY SCHOOLS THROUGHOUT THE UNITED STATES AND BEYOND. NEW-YORK HISTORICAL OFFERS AN AWARD-WINNING HIGH SCHOOL INTERNSHIP PROGRAM, AND 100% OF ITS PARTICIPANTS GO ON TO COLLEGE. INTERNSHIPS ARE ALSO AVAILABLE FOR COLLEGE STUDENTS PURSUING CAREERS IN HISTORY EDUCATION. THE TANG ACADEMY FOR AMERICAN DEMOCRACY IS AN INNOVATIVE CIVICS AND HISTORY EDUCATION PROGRAM FOR CLASSES OF 6TH GRADE STUDENTS THAT TAKES PLACE OVER THE COURSE OF FOUR CONSECUTIVE SCHOOL DAYS, AT THE NEW-YORK HISTORICAL SOCIETY. THIS UNIQUE RESIDENCY MODEL IMMERSES STUDENTS IN THE STUDY OF DEMOCRACY THROUGH GALLERY VISITS, PRIMARY SOURCE-DRIVEN DISCUSSIONS, INTERACTIVE SIMULATIONS, AND ART-MAKING. STUDENTS TRACE THE EVOLUTION OF DEMOCRACY BY COMPARING ITS ORIGINS IN ANCIENT ATHENS TO ITS DEVELOPMENT IN THE UNITED STATES, FROM THE FOUNDING ERA TO THE PRESENT DAY. THROUGHOUT THE EXPERIENCE, STUDENTS LEARN NEW HISTORICAL CONTENT, PRACTICE CRITICAL THINKING SKILLS, AND DEVELOP AN APPRECIATION FOR THE FRAGILITY AND IMPORTANCE OF OUR NATION'S PARTICIPATORY FORM OF GOVERNMENT, WITH THE OVERARCHING GOAL OF MOTIVATING STUDENTS TO TAKE ON THE ROLE OF ACTIVE CIVIC AGENTS NOW AND IN ADULTHOOD. THE NEW-YORK HISTORICAL SOCIETY PROVIDES THIS PROGRAM FREE OF CHARGE TO ALL PARTNER SCHOOLS, COVERING THE COST OF INSTRUCTORS, CLASSROOM SPACE IN THE MUSEUM, TRAVEL TO/FROM THE MUSEUM, AND LIGHT SNACKS AND OTHER MATERIALS. FOR THOSE SCHOOLS UNABLE TO TRAVEL TO THE MUSEUM, VIRTUAL AND IN-SCHOOL VERSIONS OF THE PROGRAM ARE ALSO AVAILABLE FOR FREE. THE NEW-YORK HISTORICAL SOCIETY IS HOME TO DIMENNA CHILDREN'S HISTORY MUSEUM, AN INTERACTIVE, EDUCATIONAL EXHIBITION SPACE FOR CHILDREN OF ALL AGES. HERE, CHILDREN HAVE FUN WHILE LEARNING ABOUT AMERICAN HISTORY THROUGH COLORFUL EXHIBITS, DIGITAL INSTALLATIONS, AND THOUGHT-PROVOKING PROGRAMS, INCLUDING LIVING HISTORY AS WELL AS STORY TIMES IN THE BARBARA K. LIPMAN CHILDREN'S HISTORY LIBRARY. THE NEW-YORK HISTORICAL SOCIETY'S CENTER FOR WOMEN'S HISTORY, ESTABLISHED IN 2016, HAS BECOME AN INDISPENSABLE DRIVER OF THE NATIONAL CONVERSATION AROUND WOMEN'S HISTORY, RIGHTS, AND NARRATIVES. FOCUSED ON THE INTERSECTION OF RACE, CLASS, GENDER, AND SEXUALITY, THE CENTER IS A VITAL HUB FOR SCHOLARSHIP, PROGRAMMING, AND EDUCATION. IT HAS ALSO SPEARHEADED SOME OF THE MOST THRILLING INITIATIVES AT NEW-YORK HISTORICAL IN RECENT YEARS, INCLUDING THE BILLIE JEAN KING ARCHIVE, THE MERYL STREEP-NARRATED FILM "WE RISE", ACCLAIMED EXHIBITIONS IN THE JOYCE B. COWIN WOMEN'S HISTORY GALLERY, AND THE ANNUAL DIANE AND ADAM E. MAX CONFERENCE IN WOMEN'S HISTORY. THE PUBLIC PROGRAMS DEPARTMENT FOSTERS LIFELONG LEARNING AND A DEEPER APPRECIATION FOR THE RELEVANCE OF HISTORY THROUGH ITS ONLINE AND LIVE AUDIENCE LECTURES AND GALLERY TOURS. DURING TAX YEAR 2022, ABOUT 13,400 PEOPLE ATTENDED THESE ADULT PROGRAMS IN THE AGGREGATE. MANY OF THESE PROGRAMS ARE ALSO AVAILABLE TO A GLOBAL AUDIENCE THROUGH OUR PODCAST, ON TELEVISION (PBS), AND THROUGH AUDIO AND VIDEO RECORDINGS ON NEW-YORK HISTORICAL'S WEBSITE. THE NEW-YORK HISTORICAL SOCIETY OPERATES THE INSTITUTE FOR CONSTITUTIONAL STUDIES, A LEADING NATIONAL FORUM FOR THE INTERDISCIPLINARY STUDY OF AMERICAN CONSTITUTIONAL HISTORY. THE INSTITUTE OFFERS ADVANCED SEMINARS, AS WELL AS WORKSHOPS DEVOTED TO IMPROVING THE TEACHING OF CONSTITUTIONAL HISTORY. THESE PROGRAMS ARE DESIGNATED FOR DOCTORAL STUDENTS, JUNIOR FACULTY MEMBERS, LAWYERS, AND EDUCATORS. THE NEW-YORK HISTORICAL SOCIETY ESTABLISHED THE CITIZENSHIP PROJECT TO EDUCATE IMMIGRANTS AS THEY PURSUE U.S. CITIZENSHIP. THIS INNOVATIVE PROGRAM USES THE MUSEUM'S EXHIBITIONS AND COLLECTIONS ITEMS TO HELP PERMANENT RESIDENTS STUDY FOR THE CIVICS QUESTIONS ON THE U.S. NATURALIZATION EXAM. THE NEW-YORK HISTORICAL SOCIETY EDUCATES AND INFORMS THE PUBLIC THROUGH ITS WEBSITE (WWW.NYHISTORY.ORG) AND SOCIAL MEDIA CHANNELS (FACEBOOK, TWITTER, INSTAGRAM, TIKTOK, THREADS, TUMBLR, YOUTUBE, AND PINTEREST), MAKING EDUCATIONAL MATERIALS, PUBLIC PROGRAMS, AND DIGITAL EXHIBITS AVAILABLE REMOTELY. IN TAX YEAR 2022, NEW-YORK HISTORICAL'S WEBSITE HAD MORE THAN 2.4 MILLION UNIQUE PAGEVIEWS, AND ITS SOCIAL MEDIA CHANNELS REACHED MORE THAN 435,000 FOLLOWERS IN AGGREGATE.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: LIBRARY THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW-YORK HISTORICAL SOCIETY IS ONE OF THE FIRST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. COLLECTION STRENGTHS INCLUDE: LOCAL HISTORY OF NEW YORK CITY, NEW YORK STATE AND THE EASTERN SEABOARD; EXPLORATION AND VOYAGES; COLONIAL HISTORY, THE REVOLUTIONARY WAR AND EARLY REPUBLIC; MERCANTILE HISTORY OF NEW YORK AND THE EXPANDING NATION; AMERICAN MILITARY AND NAVAL HISTORY; ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE UNITED STATES; THE CIVIL WAR; RELIGION AND RELIGIOUS MOVEMENTS; NEW YORK CITY SOCIAL SERVICES AND CHARITABLE ORGANIZATIONS; NEW YORK CITY ARCHITECTURE; PORTRAITURE AND DOCUMENTARY PHOTOGRAPHY; EPHEMERA COLLECTIONS SUCH AS THE BELLA C. LANDAUER COLLECTION OF BUSINESS AND ADVERTISING ART.
FORM 990, PART VI, SECTION B, LINE 11B APPROVAL PROCESS OF FORM 990 THE COMPLETED FORM 990 AND SCHEDULES ARE PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FULL BOARD OF TRUSTEES IS SENT (VIA EMAIL) A COMPLETE COPY OF FORM 990, AS IT WILL BE FILED WITH THE IRS, FOR ITS REVIEW. AFTER A COMMENT PERIOD OF A REASONABLE NUMBER OF DAYS, THE PRESIDENT AND CEO IS AUTHORIZED TO SIGN AND THE STAFF IS AUTHORIZED TO FILE THE FORM 990 AND SCHEDULES WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY THE CONFLICT-OF-INTEREST POLICY IS MONITORED BY THE SENDING OF A CONFLICT-OF-INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ON AN ANNUAL BASIS TO ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE GENERAL COUNSEL IS CHARGED WITH MAKING A GOOD FAITH EFFORT TO COLLECT EXECUTED QUESTIONNAIRES FROM ALL RECIPIENTS, REVIEWING ALL RESPONSES FOR COMPLETENESS, AND FOLLOWING UP ON ANY MATTERS THAT ARE PRESENTED IN THE RESPONSES. PER THE CONFLICT-OF-INTEREST POLICY, A TRUSTEE, OFFICER, OR KEY EMPLOYEE WITH DIRECT OR INDIRECT FINANCIAL OR OTHER MATERIAL INTEREST MAY NOT PARTICIPATE IN THE VOTE ON THE MATTER PERTAINING TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW PROCESS IN NOVEMBER OF EACH YEAR, INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE ACT AS A COMPENSATION COMMITTEE AND REVIEW AND APPROVE THE SALARIES AND PERFORMANCE OF THE OFFICERS AND KEY EMPLOYEES (OTHER THAN THE PRESIDENT AND CEO WHOSE COMPENSATION IS SET BY AGREEMENT AND DESCRIBED BELOW). AT THE ANNUAL COMPENSATION COMMITTEE MEETING, THE PRESIDENT AND CEO PRESENTS EXISTING STUDIES OF COMPARABLE SALARIES (I.E., EXISTING AND CURRENT COMPENSATION STUDIES PREPARED BY INDEPENDENT FIRMS OR SURVEYS OF COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS IN A SIMILAR GEOGRAPHIC AREA) AND MAKES SALARY RECOMMENDATIONS, TAKING INTO ACCOUNT THE COMPENSATION INFORMATION PRESENTED. THE PRESIDENT AND CEO TAKES CONTEMPORANEOUS MINUTES OF THE MEETING WHICH SHE DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." WHEN THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE, COMPRISING INDEPENDENT TRUSTEE MEMBERS OF THE EXECUTIVE COMMITTEE, RETAINS AN OUTSIDE CONSULTANT TO UNDERTAKE A FORMAL COMPARABILITY STUDY OF HER COMPENSATION TO FACILITATE REVIEW OF THE PROPOSED SALARY FOR THE PERIOD OF THE UPCOMING CONTRACT. THE OUTSIDE CONSULTANT IS ENGAGED DIRECTLY BY THE BOARD CHAIR. THE BOARD CHAIR LEADS THE COMPENSATION COMMITTEE'S DISCUSSION OF THE PRESIDENT AND CEO'S COMPENSATION WITHOUT ANY STAFF IN THE ROOM. THE BOARD CHAIR TAKES CONTEMPORANEOUS MINUTES AND DEPOSITS ALONGSIDE THE REGULAR MINUTES OF THE MEETING IN A SEALED ENVELOPE MARKED "BOARD CONFIDENTIAL." THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN SEPTEMBER 2022.
FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF DOCUMENTS THE NEW-YORK HISTORICAL SOCIETY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE CHARITIES BUREAU OF THE NEW YORK STATE ATTORNEY GENERAL'S OFFICE AND AVAILABLE TO THE PUBLIC FROM THE BUREAU. THE PUBLIC INSPECTION COPY OF THE FORM 990 AND RECENT FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE NEW-YORK HISTORICAL SOCIETY'S WEBSITE (WWW.NYHISTORY.ORG).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version: