TY 2024 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) THOMAS M SULLIVAN...................................................................... CHAIRMAN	1.00 ................. 0.00	X	X	0	0
(2) MICHAEL A BUTLER...................................................................... SECRETARY	1.00 ................. 0.00	X	X	0	0
(3) THERESA KELLY...................................................................... TREASURER	1.00 ................. 0.00	X	X	0	0
(4) MR JOHN C ARMENTANO...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(5) MR SAM ARONSON...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(6) SANDI BREWSTER-WALKER...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(7) MARK M CHAMBERS PHD...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(8) RAFFAELA FERRO...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(9) RON HOFFMAN...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(10) ELIZABETH KAHN KAPLAN...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(11) MICHAEL PERCENT...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(12) DOUGLAS REINA...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(13) SCOTT SANDERS...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(14) KRISTEN SIMMONS...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(15) SUE KIESEL WAGNER...................................................................... TRUSTEE	1.00 ................. 0.00	X		0	0
(16) SARAH ABRUZZI...................................................................... CO-EXECUTIVE DIRECTOR	35.00 ................. 0.00		X	137,100	5,877
(17) JOSHUA RUFF...................................................................... CO-EXECUTIVE DIRECTOR	35.00 ................. 0.00		X	125,603	120

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

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)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	697,276	784,832	504,479	878,127	549,685	3,414,399
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	697,276	784,832	504,479	878,127	549,685	3,414,399
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) ..						392,557
6	Public support. Subtract line 5 from line 4.						3,021,842

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	697,276	784,832	504,479	878,127	549,685	3,414,399
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,612,070	1,766,534	1,621,954	1,518,833	1,718,571	8,237,962
9	Net income from unrelated business activities, whether or not the business is regularly carried on..				123,576	95,214	218,790
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	13,324	4,265	126,535	100,491	6,402	251,017
11	Total support. Add lines 7 through 10						12,122,168

Gross receipts from related activities, etc. (see instructions) ..................

337,763

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

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

24.930 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

25.280 %

16a

33 1/3% support test—2024. 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

33 1/3% support test—2023. 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—2024. 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

10%-facts-and-circumstances test—2023. 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

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) 2024

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)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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.)..

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

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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

33 1/3 % support tests—2023. 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

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) 2024

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described on 11a above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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
THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST IN TEMPORARY REGULATIONS SECTION 1.170A-9T(F)(3) THROUGH THE FOLLOWING SUPPORT. 1) THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION FROM THE GENERAL PUBLIC THROUGH MEMBERSHIP DUES, CONTRIBUTIONS, ADMISSIONS AND EDUCATIONAL PROGRAMS.2) THE ORGANIZATION RECEIVES SUPPORT THROUGH MEMBERSHIP DUES, CONTRIBUTIONS, ADMISSIONS AND EDUCATIONAL PROGRAMS WHICH IS OPEN TO THE GENERAL PUBLIC.

Facts And Circumstances Test

THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST IN TEMPORARY REGULATIONS SECTION 1.170A-9T(F)(3) THROUGH THE FOLLOWING SUPPORT. 1) THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION FROM THE GENERAL PUBLIC THROUGH MEMBERSHIP DUES, CONTRIBUTIONS, ADMISSIONS AND EDUCATIONAL PROGRAMS.2) THE ORGANIZATION RECEIVES SUPPORT THROUGH MEMBERSHIP DUES, CONTRIBUTIONS, ADMISSIONS AND EDUCATIONAL PROGRAMS WHICH IS OPEN TO THE GENERAL PUBLIC.

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	DEACCESSIONS - 2020 AMOUNT: $ 9,336. 2021 AMOUNT: $ 1,463. 2022 AMOUNT: $ 54,610. 2023 AMOUNT: $ 97,436. 2024 AMOUNT: $ 72. REWARDS FROM CREDIT CARD - 2024 AMOUNT: $ 5,889. MISCELLANEOUS - 2020 AMOUNT: $ 3,988. 2021 AMOUNT: $ 2,802. 2022 AMOUNT: $ 5,073. 2023 AMOUNT: $ 3,055. 2024 AMOUNT: $ 441. INSURANCE PROCEEDS - 2022 AMOUNT: $ 66,852.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization THE LONG ISLAND MUSEUM OF AMERICAN ART HISTORY & CARRIAGES

Part I	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization THE LONG ISLAND MUSEUM OF AMERICAN ART HISTORY & CARRIAGES		Employer identification number 11-1667767

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization THE LONG ISLAND MUSEUM OF AMERICAN ART HISTORY & CARRIAGES			Employer identification number 11-1667767
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other COMMUNITY ENGAGEMENT

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	1,808,810	1,808,810	1,808,810	2,387,690	2,387,690
b	Contributions ...
c	Net investment earnings, gains, and losses	-149,072	-173,529	-189,597	-455,318	54,719
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	-149,072	-173,529	-189,597	123,562	54,719
f	Administrative expenses ....
g	End of year balance ......	1,808,810	1,808,810	1,808,810	1,808,810	2,387,690

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....
b	Buildings ....	13,031,733	11,451,026	1,580,707
c	Leasehold improvements
d	Equipment ....	144,614	108,676	35,938
e	Other .....	796,544	501,521	295,023
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,911,668

Schedule D (Form 990) (Rev. 1-2025)

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.)

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.)

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)BENEFICIAL INTEREST IN PERPETUAL TRUST				13,686,889
(2)HISTORICAL STRUCTURES				628,886
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				14,315,775

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









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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) (Rev. 1-2025)

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	3,413,995
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	247,566
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	600,686
e	Add lines 2a through 2d .....................			2e	848,252
3	Subtract line 2e from line 1..................			3	2,565,743
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
b	Other (Describe in Part XIII.) ...........	4b	-11,406
c	Add lines 4a and 4b....................			4c	-11,406
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,554,337

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	3,078,722
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	11,406
e	Add lines 2a through 2d....................			2e	11,406
3	Subtract line 2e from line 1...................			3	3,067,316
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
b	Other (Describe in Part XIII.) ...........	4b	34,878
c	Add lines 4a and 4b.....................			4c	34,878
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,102,194

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 4:	THE LONG ISLAND MUSEUM HAS MORE THAN 60,000 OBJECTS IN THREE DISTINCT COLLECTIONS: THE ART COLLECTION, THE HISTORY COLLECTION, AND THE CARRIAGE COLLECTION. ADDITIONALLY, EACH COLLECTION CONTAINS SUPPORTING ARCHIVES. THE ART COLLECTION CONSISTS OF THE LARGEST COLLECTION OF PAINTINGS, DRAWINGS, AND ARCHIVES BY SETAUKET-BORN PORTRAIT AND GENRE PAINTER WILLIAM SIDNEY MOUNT (1807-1868) AND THE MOUNT FAMILY PAINTERS. THERE ARE ALSO STRONG EXAMPLES OF 19TH- AND 20TH-CENTURY LONG ISLAND LANDSCAPE, ABSTRACT, AND FIGURATIVE PAINTING, WITH A PARTICULAR FOCUS ON THE EAST END ARTIST COLONIES AT SOUTHAMPTON, PECONIC, AND HAMPTON BAYS. THE MUSEUM ALSO HAS LARGE AND COMPLETE HOLDINGS OF WORK BY THE ARTISTS GEORGE CONSTANT (1892-1978), LUMEN MARTIN WINTER (1908-1982), AND ARNOLD HOFFMANN JR. (1915-1991). THE HISTORY COLLECTION CONTAINS CLOTHING AND TEXTILES FROM THE 1820S TO 1950S, OVER 200 EXAMPLES OF BIRD DECOYS BY AMERICAN CARVERS AND MANUFACTURERS FROM THE 19TH AND EARLY 20TH CENTURIES, HOUSEHOLD AND WORK-RELATED OBJECTS, GLASS AND STONEWARE, AND FURNITURE. THE CARRIAGE COLLECTION, ONE OF THE LARGEST AND FINEST COLLECTIONS OF HORSE-DRAWN VEHICLES AND RELATED TRANSPORTATION ARTIFACTS IN THE COUNTRY, INCLUDES NEARLY 200 EXAMPLES OF HORSE-DRAWN CONVEYANCES, MOSTLY AMERICAN: PLEASURE DRIVING VEHICLES, COACHMEN-DRIVEN VEHICLES, SLEIGHS, FREIGHT AND TRADE WAGONS, PUBLIC TRANSPORTATION, AND FIRE-FIGHTING CARRIAGES. THE LIM'S COLLECTING POLICY IS TO PRESERVE HISTORICAL ART, OBJECTS, AND ARCHIVES FOR FUTURE GENERATIONS, TO ACT AS A REPOSITORY OF LONG ISLAND HISTORY, ART HISTORY, AND HORSE-DRAWN VEHICLE HISTORY FOR SCHOLARS AND RESEARCHERS, AND TO HAVE OBJECTS TO DRAW FROM TO PRESENT ENLIGHTENING AND ENGAGING EXHIBITIONS TO DIVERSE AUDIENCES. AS WE STEWARD THE COLLECTION INTO THE 21ST CENTURY AND BEYOND, WE MUST EXPAND THE REPRESENTATION OF PEOPLE OF ALL CLASSES, RACES, GENDERS, SEXUAL ORIENTATIONS, AND AGES WHO HAVE AND CONTINUE TO BUILD AND CONTRIBUTE TO THE COMMUNITIES OF LONG ISLAND. THE LIM'S COLLECTING PLAN INCLUDES A 2021 BOARD-APPROVED PERMANENT COLLECTION INITIATIVE TO IMPROVE LIM'S COLLECTIONS DIVERSITY AND EQUALITY.
PART V, LINE 4:	TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS.
PART X, LINE 2:	MANAGEMENT EVALUATED THE MUSEUM'S TAX POSITIONS AND CONCLUDED THAT THE MUSEUM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF FASB ASC NO. 740, INCOME TAXES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INVESTMENT FEES -34,878. CHANGE IN VALUE OF PERPETUAL TRUST 635,564.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD ON SALE OF MERCHANDISE -11,478. DEACCESSIONS 72.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD ON SALE OF MERCHANDISE 11,478. DEACCESSIONS -72.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT FEES 34,878.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)
(Rev. January 2025)

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 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

Open to Public Inspection

Name of the organization
THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

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.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

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)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

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.

		(a) Event #1 GOLF CLASSIC (event type)	(b) Event #2 WINTER GALA (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	101,930	91,203	30,247	223,380
2	Less: Contributions . . . .	17,867	2,555	3,207	23,629
3	Gross income (line 1 minus line 2) . . . . . .	84,063	88,648	27,040	199,751

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	44,782			44,782
7	Food and beverages . . .		27,251		27,251
8	Entertainment . . . .		5,625	500	6,125
9	Other direct expenses . . .	9,638	9,838	5,903	25,379
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				103,537
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				96,214

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.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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 (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

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

2024

Open to Public Inspection

Name of the organization

THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

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 ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
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 ( RAFFLE/AUCTION ITEMS )	X	44	31,598	FMV
26 Other ( VARIOUS ITEMS )	X	2	9,090	FMV
27 Other ( WINE )	X	1	550	FMV
28 Other ( )

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

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) (2024)

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
PART I, COLUMN (B):	THE NUMBER IN COLUMN B REPRESENTS THE AMOUNT OF CONTRIBUTIONS.

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

THE LONG ISLAND MUSEUM OF AMERICAN ART
HISTORY & CARRIAGES

Employer identification number

11-1667767

Return Reference	Explanation
FORM 990, PART III, QUESTION 4A CONTINUED	MONTELEONE'S GUITARS ARE ONE-OF-A-KIND MASTERPIECES OF FUNCTIONAL ART, AND INSTRUMENTS MADE FOR SOME OF THE LEADING ROCK, JAZZ, AND FOLK GUITARISTS OF THE LATE-20TH AND EARLY-21ST CENTURIES: MARK KNOPFLER, ERIC CLAPTON, JULIAN LAGE, ANTHONY WILSON, AND BEN HARPER, TO NAME JUST A FEW. BEGINNING IN THE EARLY 1970S AS A REPAIRER AND MAKER OF MANDOLINS, MONTELEONE HAS MADE AN EXTRAORDINARY LIFETIME JOURNEY AS A CRAFTSMAN OF HIS SIGNATURE GUITARS AND OTHER INSTRUMENTS. ALTHOUGH STUNNINGLY BEAUTIFUL, THERE ARE NO FEATURES OF HIS INSTRUMENTS THAT ARE ENTIRELY DECORATIVE. ALL ELEMENTS-WHETHER THEY PROVIDE A REFINEMENT IN ACOUSTICS OR IMBUE A SENSE OF STYLE AND INSPIRATION TO THE PERFORMER-ARE DEPLOYED TO CREATE INSTRUMENTS WITH EXCEPTIONAL SOUND THAT HAPPEN TO ALSO BE GREAT-LOOKING. LIM VISITORS WERE ABLE TO ENJOY SEEING THE LARGEST-EVER EXHIBITION OF JOHN MONTELEONE'S MUSICAL ART ASSEMBLED AND DISPLAYED AT A SINGLE VENUE. THIS EXHIBITION FEATURED NEARLY 50 GUITARS, MANDOLINS, AND OTHER INSTRUMENTS BY MONTELEONE, MADE BETWEEN 1971 AND 2023, INCLUDING THE FAMED FOUR SEASONS GUITAR QUARTET (2002-2006), LOANED FROM THE METROPOLITAN MUSEUM OF ART, ALONG WITH OTHER HISTORIC GUITARS FROM GIBSON, JOHN D'ANGELICO, JAMES D'AQUISTO, AND SELMER-MACCAFERRI. FIRE ISLAND: THE ART OF LIBERATION :JULY 18 -DECEMBER 15, 2024: ONLY EIGHT MILES AWAY FROM LONG ISLAND'S SOUTH SHORE, BUT A WORLD APART FROM LONG ISLAND'S SUBURBIA. THIS BARRIER ISLAND SEASHORE OFFERS RESIDENTS AND VISITORS THE FREEDOM TO EXPRESS THEMSELVES, BOTH PERSONALLY AND ARTISTICALLY. IT HAS OFFERED A WARM-WEATHER RESPITE TO LONG ISLANDERS AND NEW YORKERS FOR MORE THAN A CENTURY, WITH FERRY SERVICE BEGINNING IN THE MID-19TH CENTURY, SOON AFTER THE FIRST HOTELS WERE BUILT. THE HAMLETS OF CHERRY GROVE AND FIRE ISLAND PINES HAVE PROVIDED LGBTQ+ NEW YORKERS THE FREEDOM TO EXPRESS THEMSELVES SINCE THE MID-20TH CENTURY, AND THESE COMMUNITIES HAVE BEEN CELEBRATED WORLDWIDE AS A PLACE OF ACCEPTANCE, DRAWING ARTISTS SEEKING INSPIRATION. FEATURING WORKS BY PAUL CADMUS, MERYL MEISLER, JOHN LAUB, JOANNE MULBERG, TM DAVY, DORON LANGBERG, LOUIS FRATINO, AND MORE. A NOBLE ART: A NEW LOOK AT THE PORTRAITS OF WILLIAM SIDNEY MOUNT: JULY 18-DECEMBER 15, 2024: THIS EXHIBITION FEATURED A TOTAL OF 26 PAINTINGS, LITHOGRAPHS, DRAWINGS, AND SEVERAL ARTIFACTS, INCLUDING SEVERAL WORKS BY WILLIAM SIDNEY MOUNT (1807-1868) SHOWN FOR THE FIRST TIME EVER AT THE LIM. "PORTRAIT PAINTING IS A NOBLE ART," MOUNT ONCE WROTE, AND THIS EXHIBITION BENEFITTED FROM SOME OF THE NEW RESEARCH COMPILED ON THE IDENTITIES OF SITTERS OF THE ARTIST'S PAINTINGS, PARTICULARLY BLACK AND INDIGENOUS RESIDENTS OF THE STONY BROOK AREA. WILLIAM SIDNEY MOUNT'S FAME AS AN ARTIST CAME LARGELY FROM HIS GENRE PAINTINGS, OR, AS THE ARTIST OFTEN REFERRED TO THEM, "PICTURES." RICHLY APPEALING COUNTRYSIDE SCENES OF DAILY LIFE EMBEDDED WITH MEANING PAINTINGS SUCH AS THE DANCE OF THE HAYMAKERS (1845) BROUGHT HIM NATIONAL ACCLAIM IN THE PRE-CIVIL WAR YEARS. HOWEVER, TODAY, HIS PORTRAITS ENDURE IN MEMORY. IN HIS LIFETIME, THEY WERE THE LARGEST PART OF MOUNT'S INCOME AND PRODUCTION. FROM WELL-KNOWN LOCALS WITH SURNAMES: MILLS, JONES, ONDERDONK, AND SMITH, TO THE REGULAR WORKING PEOPLE, MOUNT'S PORTRAITS CAPTURED THE LIVES OF THE PEOPLE WHO SHAPED THE THREE VILLAGES. VOICES AND VOTES: DEMOCRACY IN AMERICA: FEBRUARY 20-APRIL 6, 2025: WHEN AMERICAN REVOLUTIONARIES WAGED A WAR FOR INDEPENDENCE THEY TOOK A LEAP OF FAITH THAT SENT RIPPLE EFFECTS ACROSS GENERATIONS. THEY EMBRACED A RADICAL IDEA OF ESTABLISHING A GOVERNMENT THAT ENTRUSTED THE POWER OF THE NATION NOT IN A MONARCHY, BUT IN ITS CITIZENS. THAT GREAT LEAP SPARKED QUESTIONS THAT CONTINUE TO IMPACT AMERICANS: WHO HAS THE RIGHT TO VOTE, WHAT ARE THE FREEDOMS AND RESPONSIBILITIES OF CITIZENS, AND WHOSE VOICES WILL BE HEARD? VOICES AND VOTES: DEMOCRACY IN AMERICA WAS A SPRINGBOARD FOR DISCUSSIONS ABOUT THOSE VERY QUESTIONS AND HOW THEY ARE REFLECTED IN LOCAL STORIES. VOICES AND VOTES WAS BASED ON A MAJOR EXHIBITION CURRENTLY ON DISPLAY AT THE SMITHSONIAN'S NATIONAL MUSEUM OF AMERICAN HISTORY. THIS MUSEUM ON MAIN STREET ADAPTATION WILL HAVE MANY OF THE SAME DYNAMIC FEATURES: HISTORICAL AND CONTEMPORARY PHOTOS; EDUCATIONAL AND ARCHIVAL VIDEO; ENGAGING MULTIMEDIA INTERACTIVES WITH SHORT GAMES AND ADDITIONAL FOOTAGE, PHOTOS, AND INFORMATION; AND HISTORICAL OBJECTS LIKE CAMPAIGN SOUVENIRS, VOTER MEMORABILIA, AND PROTEST MATERIAL. OUR DEMOCRACY DEMANDS ACTION, REACTION, VISION, AND REVISION AS WE CONTINUE TO QUESTION HOW TO FORM "A MORE PERFECT UNION." HOW DO YOU PARTICIPATE AS A CITIZEN? FROM THE REVOLUTION AND SUFFRAGE, TO CIVIL RIGHTS AND CASTING BALLOTS, EVERYONE IN EVERY COMMUNITY IS PART OF THIS EVER-EVOLVING STORY - THE STORY OF DEMOCRACY IN AMERICA. THE MUSEUM ASSOCIATION OF NEW YORK (MANY) IS THE STATEWIDE ORGANIZER FOR THE SMITHSONIAN INSTITUTION TRAVELING EXHIBITION SERVICE'S MUSEUM ON MAIN STREET PROGRAM. THE MUSEUM ON MAIN STREET PROGRAM OFFERS TRAVELING EXHIBITIONS, EDUCATIONAL RESOURCES, AND PROGRAMMING ACROSS AMERICA TO COMMUNITIES THROUGH LOCAL MUSEUMS, HISTORICAL SOCIETIES, AND OTHER CULTURAL VENUES. BUILDING THE BALLOT BOX: LONG ISLAND'S DEMOCRATIC HISTORY: FEBRUARY 20- MAY 18, 2025: THE LONG ISLAND MUSEUM WAS PLEASED TO BE SELECTED BY THE MUSEUM ASSOCIATION OF NEW YORK AS ONE OF 12 VENUES IN NEW YORK STATE TO HOST "A NEW AGORA FOR NEW YORK: MUSEUMS AS SPACES FOR DEMOCRACY" A HUMANITIES DISCUSSION SERIES THAT INCLUDES THE SMITHSONIAN INSTITUTION TRAVELING EXHIBITION SERVICE'S MUSEUM ON MAIN STREET EXHIBITION: VOICES AND VOTES: DEMOCRACY IN AMERICA, THAT WAS ON VIEW FEBRUARY 20-APRIL 6, 2025, IN CELEBRATION OF THE UPCOMING US SEMI-QUINCENTENNIAL. TO COMPLEMENT THIS IMPORTANT TRAVELING EXHIBITION, BUILDING THE BALLOT BOX: LONG ISLAND'S DEMOCRATIC HISTORY EXPLORED HOW RESIDENTS OF LONG ISLAND HAVE WORKED BOTH INSIDE AND OUTSIDE OF FORMAL GOVERNMENT PATHWAYS AND WITHIN THE PUBLIC SPHERE TO ENSURE THEIR VOICES AND THOSE OF THEIR NEIGHBORS ARE HEARD. COVERING MORE THAN 250 YEARS OF LONG ISLAND HISTORY, FROM THE INDIGENOUS COMMUNITIES OF LONG ISLAND TO GEORGE WASHINGTON'S CULPER SPY RING, TO THE FIGHT FOR CIVIL RIGHTS AND ISSUES OF IMMIGRATION TODAY, LONG ISLANDERS HAVE CONTINUED TO EXAMINE WHO IS TRULY INCLUDED IN "WE THE PEOPLE." AN IMPORTANT THEME OF THE EXHIBITION WAS THE FIGHT FOR WOMEN'S SUFFRAGE AND THE EFFORT TO ADVANCE WOMEN'S POLITICAL PARTICIPATION IN THE 107 YEARS SINCE SUFFRAGE WAS ACHIEVED IN NEW YORK STATE IN 1917. THIS SUBJECT WAS HIGHLIGHTED BY A MAJOR LOAN FROM THE NEW YORK STATE MUSEUM OF A WAGON USED IN SUFFRAGE RALLIES AND PARADES IN NEW YORK CITY AND LONG ISLAND AT THE BEGINNING OF THE 20TH CENTURY. THE EXHIBITION ALSO FOCUSED ON TWO TRAILBLAZING WOMEN WHO BEGAN THEIR POLITICAL CAREERS IN THIS REGION, SHIRLEY CHISHOLM (1924-2005) AND GERALDINE FERRARO (1935-2011). ALONGSIDE ART AND HISTORICAL OBJECTS FROM THE LIM'S OWN COLLECTION, MANY OF WHICH WERE BEING EXHIBITED AT THE MUSEUM FOR THE FIRST TIME, LOANS WERE SECURED FROM INSTITUTIONS AND PRIVATE COLLECTORS ACROSS OUR REGION. THE TRIUMPH OF NATURE: ART NOUVEAU FROM THE CHRYSLER MUSEUM OF ART: JUNE 14-SEPTEMBER 21, 2025: THE TRIUMPH OF NATURE: ART NOUVEAU FROM THE CHRYSLER MUSEUM OF ART BROUGHT TOGETHER APPROXIMATELY 120 OF THE FINEST ART NOUVEAU TREASURES FROM THE RICH HOLDINGS OF THE CHRYSLER MUSEUM OF ART. THE EXHIBITION INCLUDED SPECTACULAR AND IMPORTANT GLASS, FURNITURE, PAINTINGS, AND SCULPTURE FROM ARTISTS AND DESIGNERS SUCH AS LOUIS COMFORT TIFFANY, TIFFANY & CO., GUSTAV KLIMT, LOUIS MAJORELLE, ALPHONSE MUCHA, EMMANUEL LANSYER, AND MILE GALL. THE TRIUMPH OF NATURE CELEBRATES THE FLORID, LANGUOROUS CURVES, NATURAL MOTIFS, AND REFINED ELEGANCE OF ART NOUVEAU FURNITURE, GLASS, AND OTHER WORKS THAT HAVE ENTRANCED GENERATIONS OF COLLECTORS AND MUSEUMGOERS SINCE THE APEX OF THIS BRIEF BUT INTENSE MOVEMENT AROUND THE TURN OF THE TWENTIETH CENTURY. THIS EXHIBITION INTRODUCED A NEW GENERATION TO ART NOUVEAU'S LUMINOUS INNOVATIONS AND ARTISTIC TRIUMPHS, ENTICING VISITORS ONCE MORE INTO THESE LUSTROUS, NATURE-INSPIRED HAVENS OF ORNATE BEAUTYALL ORCHESTRATED OVER A CENTURY AGO BY VISIONARY DESIGNERS, JUST BEFORE THE FIRST WORLD WAR USHERED IN A STARK NEW REALITY.
FORM 990, PART III, QUESTION 4B CONTINUED	IN ADDITION, 775 PEOPLE WERE ABLE TO ENJOY OUR IN-PERSON SUMMER AND HALLOWEEN FAMILY FUN EVENTS IN 2024. IN ADDITION, 332 PEOPLE TOOK PART IN OUR SUMMER THURSDAYS AS WELL AS OUR MONTHLY SECOND SATURDAYS IN THE STUDIO, CONNECTING VISITORS WITH OUR COLLECTION THROUGH ART ACTIVITIES, MUSIC AND MORE. THE FOLLOWING ARE EXAMPLES OF CLASSES FROM THE SCHOOL PROGRAM. ALL CLASSES ARE BASED ON REAL OBJECTS FROM THE MUSEUM'S COLLECTIONS. - SCHOOL DAYS LETS STUDENTS EXPERIENCE A 19TH CENTURY SCHOOL DAY IN THE MUSEUM'S NASSAKEAG ONE ROOM SCHOOLHOUSE. THIS 'TIME TRAVEL' PROGRAM IS A STUDENT FAVORITE DUE TO THE OPPORTUNITY TO REENACT A TYPICAL 1800S SCHOOL DAY. - MEET THE MUSEUM PROVIDES OUR YOUNGEST VISITORS IN GRADES PRE-K-2 AN INTRODUCTION TO THE MUSEUM THROUGH ROLE-PLAY, ART PROJECTS AND STORIES AS THEY EXPLORE OUR CARRIAGES AND PAINTINGS. - VEHICLES FOR CHANGE: ELIZABETH JENNINGS AND THE FIGHT FOR EQUALITY ON NYC'S STREETCARS, ALLOWS STUDENTS TO LEARN ABOUT 19TH CENTURY STREETCARS, CARRIAGES, AND WAGONS. THE PROGRAM FOCUSES ON THE TRANSPORTATION SEGREGATION OF THE TIME, AND ELIZABETH'S EFFORTS AND SUCCESS IN ENDING THIS INJUSTICE. - A WORLD BEFORE CARS, EXPLORES WHAT TRANSPORTATION IS AND WHY IT PLAYS AN IMPORTANT ROLE IN OUR LIVES - BOTH TODAY AND IN THE PAST. STUDENTS LEARN ABOUT THE EXCITING VEHICLES IN THE MUSEUM'S WORLD-RENOWNED COLLECTION AND BEGIN TO UNDERSTAND WHY THEY WERE BUILT AND HOW THEY WORKED.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 900 IS FIRST REVIEWED BY SENIOR MANAGEMENT, AND THEN BY THE CHAIRMAN OF THE BOARD. UPON THE CURRENT CHAIRPERSON'S REVIEW AND APPROVAL A COPY IS DISTRIBUTED TO THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	DIRECTORS, OFFICERS AND KEY EMPLOYEES SIGN AN ANNUAL QUESTIONNAIRE. THE EXECUTIVE ASSISTANT TO THE EXECUTIVE DIRECTOR REVIEWS THE FORMS WHEN THEY ARE RECEIVED AND WOULD NOTIFY THE EXECUTIVE DIRECTOR OR THE DIRECTOR OF FINANCE IN THE CASE OF AN ACTUAL OR POTENTIAL CONFLICT. THEY IN TURN WOULD CONTACT THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15	AS PART OF THE BUDGET PROCESS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S SUGGESTED COMPENSATION IS PRESENTED TO THE BOARD IN JUNE FOR REVIEW AND APPROVAL BY VOTE. ALSO, AS PART OF THE BUDGET PROCESS, THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE ESTABLISH THE COMPENSATION FOR KEY EMPLOYEES. THE KEY EMPLOYEES' SUGGESTED COMPENSATION IS PRESENTED TO THE BOARD AT THE JUNE BOARD MEETING FOR REVIEW AND APPROVAL BY VOTE.
FORM 990, PART VI, SECTION C, LINE 19	NO DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC EXCEPT FOR THE FORM 990 WHICH IS AVAILABLE VIA GUIDESTAR.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF PERPETUAL TRUST 635,564.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	878,127	549,685
9	Program service revenue (Part VIII, line 2g) .........	70,043	79,880
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,951,589	1,809,387
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	240,214	115,385
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,139,973	2,554,337
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	1,989,510	1,772,721
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 559,005
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,246,447	1,329,473
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,235,957	3,102,194
19	Revenue less expenses. Subtract line 18 from line 12.......	-95,984	-547,857
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	21,767,728	22,119,106
21	Total liabilities (Part X, line 26).............	362,383	378,488
22	Net assets or fund balances. Subtract line 21 from line 20.....	21,405,345	21,740,618

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,352,041 including grants of $ ) (Revenue $ )
	CHANGING EXHIBITIONS JULY 1, 2024 - JUNE 30, 2025MUSICAL MASTERWORKS: JOHN MONTELEONE'S GUITARS AND OTHER INSTRUMENTS MAY 23 - OCTOBER 13, 2024: MUSICAL MASTERWORKS TOLD THE STORY OF ONE OF AMERICA'S MOST TALENTED AND FAMED MAKERS OF ARCHTOP GUITARS. FROM HIS WORKSHOP IN ISLIP, NEW YORK, JOHN MONTELEONE HAS BUILT A WORLD-RENOWNED FOLLOWING AS A SKILLED LUTHIER. CONTINUED IN SCHEDULE O

4b	(Code: ) (Expenses $ 495,735 including grants of $ ) (Revenue $ 49,825 )
	EDUCATION PROGRAMS ARE DEVELOPED AND TAUGHT BY A STAFF OF MUSEUM EDUCATORS, WORKING IN CLOSE COLLABORATION WITH TEACHERS AND SCHOOL ADMINISTRATORS TO ENSURE THAT THE PROGRAMS SUPPORT NEW YORK STATE AND NATIONAL LEARNING STANDARDS IN SOCIAL STUDIES, ART AND LANGUAGE ARTS. DURING 2024/2025, STUDENTS FROM 51 SCHOOLS REPRESENTING 42 PUBLIC SCHOOL DISTRICTS AND 9 PRIVATE SCHOOLS THROUGHOUT SUFFOLK AND NASSAU COUNTIES WERE SERVED. THE MUSEUM'S APPROACH IS TO TEACH LEARNING THROUGH OBJECTS; TRAINING STUDENTS IN THE PROCESSES OF INQUIRY AND THINKING RATHER THAN IN THE ACCUMULATION OF PARTICULAR SKILLS. STUDENTS EXAMINE DOCUMENTS, ARTWORK, VEHICLES, COSTUMES AND RELATED OBJECTS TO LEARN ABOUT THE TIME IN WHICH THEY WERE CREATED AND THE PEOPLE WHO MADE AND USED THEM. CONTINUED IN SCHEDULE O

4c	(Code: ) (Expenses $ 244,094 including grants of $ ) (Revenue $ 30,055 )
	THE MUSEUM'S VISITOR SERVICES ENHANCES AND SUPPORTS THE MUSEUM EXPERIENCE BY GUIDING VISITORS THROUGH EXHIBITIONS AND PROGRAMS AND OFFERING RELEVANT INFORMATION THROUGHOUT THEIR VISIT. THEY ALSO SAFEGUARD THE EXHIBITIONS AND GROUNDS DURING PUBLIC HOURS.

	(Code: ) (Expenses $ 93,132 including grants of $ ) (Revenue $ 9,244 )
	MUSEUM GIFT AND BOOK SHOP WHICH SELLS BOOKS, AND EXHIBIT AND COLLECTION RELATED ITEMS ABOUT AMERICAN ART, HISTORY AND CARRIAGES.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 93,132 including grants of $ ) (Revenue $ 9,244 )
4e	Total program service expenses2,185,002

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	344,293	0	15,897

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

1	Briefly describe the organization’s mission or most significant activities: TO PRESERVE COLLECTIONS OF 19TH CENTURY LONG ISLAND AND AMERICAN ART, HISTORY AND HORSE-DRAWN TRANSPORTATION HISTORY AND OFFER INTERPRETATION OF THESE COLLECTIONS AND RELATED HISTORICAL TOPICS THROUGH PUBLIC EDUCATIONAL PROGRAMS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	51
6	Total number of volunteers (estimate if necessary) .............	6	74
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(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
(A) Name and title
(18) LAURIE CURIALE........................................................................ DIRECTOR OF FINANCE	35.00 .......................0.00	X	81,590	0	9,900

1a	Federated campaigns..		1a
b	Membership dues..		1b	39,827
c	Fundraising events..		1c	23,629
d	Related organizations		1d
e	Government grants (contributions)		1e	91,149

f	All other contributions, gifts, grants, and similar amounts not included above		1f	395,080

g	Noncash contributions included in lines 1a - 1f:$		1g	41,238

h Total. Add lines 1a-1f.......		549,685

		Business Code
2a	EDUCATIONAL PROGRAMS	611600	49,825	49,825
b	ADMISSIONS	611600	30,055	30,055
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		79,880

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,715,046			1,715,046
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			525			525
			(i) Real	(ii) Personal
6a	Gross rents	6a	3,000
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	3,000
d	Net rental income or (loss).......			3,000			3,000
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	1,294,118
b	Less: cost or other basis and sales expenses	7b	1,199,777
c	Gain or (loss)	7c	94,341
d	Net gain or (loss).........			94,341			94,341
8a	Gross income from fundraising events (not including $ 23,629of contributions reported on line 1c). See Part IV, line 18 ....
			8a	199,751
b	Less: direct expenses ...		8b	103,537
c	Net income or (loss) from fundraising events..			96,214			96,214
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..
10a	Gross sales of inventory, less returns and allowances ..
			10a	20,722
b	Less: cost of goods sold ..		10b	11,478
c	Net income or (loss) from sales of inventory..			9,244	9,244

Business Code
11a	REWARDS FROM CREDIT CARD		900099	5,889			5,889
b	MISCELLANEOUS INCOME		900099	441			441
c	DEACCESSIONS		900099	72			72
d	All other revenue ....
e	Total. Add lines 11a–11d ......			6,402
12	Total revenue. See instructions.....			2,554,337	89,124	0	1,915,528

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 ...........
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 ...........	366,126	161,107	110,078	94,941
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........	1,184,635	835,209	34,889	314,537
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	98,890	63,672	15,833	19,385
10	Payroll taxes ...........	123,070	81,212	8,910	32,948
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,000		1,000
c	Accounting ...........	67,620		67,620
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	34,878	34,878
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	127,811	120,618	5,875	1,318
12	Advertising and promotion ....	17,584	16,237		1,347
13	Office expenses .......	167,418	104,904	44,984	17,530
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	244,808	220,986	8,246	15,576
17	Travel ............	6,954	6,446	229	279
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	191,436	181,782	3,353	6,301
23	Insurance ...	173,849	156,932	16,740	177
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	REPAIRS AND MAINTENANCE	203,056	164,160	28,216	10,680
b	GIFTS IN KIND	41,238			41,238
c	EXHIBIT & OTHER RENTALS	23,980	23,980
d	MISCELLANEOUS	17,609	6,867	10,742
e	All other expenses	10,232	6,012	1,472	2,748
25	Total functional expenses. Add lines 1 through 24e	3,102,194	2,185,002	358,187	559,005
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			285,109	1	306,989
2	Savings and temporary cash investments .........			251,349	2	236,463
3	Pledges and grants receivable, net ......			212,226	3	220,817
4	Accounts receivable, net .............				4
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 ............			29,359	8	30,462
9	Prepaid expenses and deferred charges ......			109,335	9	179,239
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	13,972,891
b	Less: accumulated depreciation	10b	12,061,223	1,890,886	10c	1,911,668
11	Investments—publicly traded securities .			4,995,817	11	4,597,994
12	Investments—other securities. See Part IV, line 11 .....			313,436	12	319,699
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			13,680,211	15	14,315,775
16	Total assets. Add lines 1 through 15 (must equal line 33)...			21,767,728	16	22,119,106

17	Accounts payable and accrued expenses .....	354,661	17	372,408
18	Grants payable ...		18
19	Deferred revenue .........	7,722	19	6,080
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 ..		23
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		25
26	Total liabilities. Add lines 17 through 25..	362,383	26	378,488

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,440,653	27	4,203,846
28	Net assets with donor restrictions ...........	16,964,692	28	17,536,772
	Organizations that do not follow FASB ASC 958, check here 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 ...........	21,405,345	32	21,740,618
33	Total liabilities and net assets/fund balances ........	21,767,728	33	22,119,106