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Nonprofiteer
← NEW YORK HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by NEW YORK HISTORICAL SOCIETY.

Totals

Total revenue
$62,293,942
Total expenses
$44,854,925
Contributions and grants received
$45,016,098
Grants paid
$60,000
Program service revenue
$2,568,666
Investment income
$8,882,537
Other revenue
$5,826,641
Total assets, end of year
$243,917,321
Total liabilities, end of year
$32,876,351
Net assets or fund balances, end of year
$211,040,970
Program services expenses (Part IX)
$36,199,397
Management and general expenses
$5,556,042
Fundraising expenses
$3,099,486
Program service expenses (Part III)
$36,199,397

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $1,172,841

  • 1c · Fundraising events

    $3,325,035

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $957,748

  • 1f · All other contributions, gifts and grants

    $39,560,474

  • 1g · Noncash contributions included above

    $3,552,041

  • 2a · Program service revenue: ADMISSION

    total $1,137,978 · related or exempt $1,137,978

  • 2b · Program service revenue: EDUCATION & PUBLIC PRO

    total $784,737 · related or exempt $784,737

  • 2c · Program service revenue: TRAVELING EXHIB & LOAN

    total $525,056 · related or exempt $525,056

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $76,425 · related or exempt $76,425

  • 2e · Program service revenue: REPRODUCTION FEES

    total $42,370 · related or exempt $42,370

  • 2f · All other program service revenue

    total $2,100 · related or exempt $2,100 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,212,120 · unrelated business $518 · excluded $1,211,602

  • 5 · Royalties

    total $74,303 · excluded $74,303

  • 6a · Gross rents

    real property $1,936,488

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,936,488 · personal property $0

  • 6d · Net rental income or loss

    total $1,936,488 · excluded $1,936,488

  • 7a · Gross sales of assets other than inventory

    securities $37,538,205 · other assets $2,805,890

  • 7b · Less cost or other basis and sales expenses

    securities $32,673,678 · other assets $0

  • 7c · Gain or loss

    securities $4,864,527 · other assets $2,805,890

  • 7d · Net gain or loss

    total $7,670,417 · excluded $7,670,417

  • 8a · Fundraising events: gross income

    $79,450

  • 8a · Fundraising events: contributions included on line 1c

    $3,325,035

  • 8b · Fundraising events: direct expenses

    $117,085

  • 8c · Net income from fundraising events

    total -$37,635 · excluded -$37,635

  • 10a · Gross sales of inventory

    $864,473

  • 10b · Cost of goods sold

    $464,948

  • 10c · Net income from sales of inventory

    total $399,525 · unrelated business $25,198 · excluded $374,327

  • 11a · Other revenue: EMPLOYEE RETENTION CREDIT

    total $3,114,292 · excluded $3,114,292

  • 11b · Other revenue: CAFE/CATERING

    total $153,600 · excluded $153,600

  • 11c · Other revenue: REIMBURSEMENT/REBATE

    total $441 · excluded $441

  • 11d · All other revenue

    total $185,627 · related or exempt $0 · unrelated business $0 · excluded $185,627

  • 11e · Other revenue, total

    $3,453,960

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $60,000 · program services $60,000

  • 5 · Compensation of officers, directors and key employees

    total $3,345,817 · program services $1,439,326 · management and general $1,603,624 · fundraising $302,867

  • 7 · Other salaries and wages

    total $15,212,799 · program services $13,070,627 · management and general $1,253,135 · fundraising $889,037

  • 8 · Pension plan contributions

    total $889,278 · program services $762,350 · management and general $69,537 · fundraising $57,391

  • 9 · Other employee benefits

    total $3,187,354 · program services $2,536,960 · management and general $429,865 · fundraising $220,529

  • 10 · Payroll taxes

    total $1,407,555 · program services $1,079,211 · management and general $228,592 · fundraising $99,752

  • 11b · Fees: legal

    total $56,974 · management and general $56,854 · fundraising $120

  • 11c · Fees: accounting

    total $238,720 · management and general $238,720

  • 11d · Fees: lobbying

    total $90,000 · management and general $90,000

  • 11e · Fees: professional fundraising services

    total $105,000 · fundraising $105,000

  • 11f · Fees: investment management

    total $126,254 · management and general $126,254

  • 11g · Fees: other

    total $2,987,321 · program services $2,387,915 · management and general $310,751 · fundraising $288,655

  • 12 · Advertising and promotion

    total $754,191 · program services $691,587 · management and general $36,537 · fundraising $26,067

  • 13 · Office expenses

    total $377,753 · program services $240,659 · management and general $8,405 · fundraising $128,689

  • 14 · Information technology

    total $692,831 · program services $553,346 · management and general $53,256 · fundraising $86,229

  • 16 · Occupancy

    total $2,862,519 · program services $2,681,121 · management and general $102,664 · fundraising $78,734

  • 17 · Travel

    total $244,467 · program services $175,105 · management and general $11,569 · fundraising $57,793

  • 19 · Conferences, conventions and meetings

    total $70,001 · program services $47,982 · management and general $20,848 · fundraising $1,171

  • 20 · Interest

    total $476,501 · management and general $476,501

  • 22 · Depreciation, depletion and amortization

    total $7,012,244 · program services $6,885,236 · management and general $90,722 · fundraising $36,286

  • 23 · Insurance

    total $227,920 · program services $215,921 · management and general $10,043 · fundraising $1,956

  • 24a · Other expenses: EQUIP AND REPAIR

    total $1,310,642 · program services $1,138,157 · management and general $65,211 · fundraising $107,274

  • 24b · Other expenses: OTHER SUPPLIES

    total $979,281 · program services $410,288 · management and general $83,298 · fundraising $485,695

  • 24c · Other expenses: EXHIBITION COSTS

    total $969,771 · program services $969,735 · management and general $23 · fundraising $13

  • 24d · Other expenses: Collection acquisitions

    total $154,724 · program services $154,724

  • 24e · All other expenses

    total $1,015,008 · program services $699,147 · management and general $189,633 · fundraising $126,228

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,025,994 · end of year $6,727,021

  • 2 · Savings and temporary cash investments

    beginning of year $17,407,203 · end of year $17,442,537

  • 3 · Pledges and grants receivable

    beginning of year $37,719,300 · end of year $36,953,745

  • 4 · Accounts receivable

    beginning of year $745,934 · end of year $3,754,715

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $360,847 · end of year $340,044

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,712,324 · end of year $3,044,171

  • 10a · Land, buildings and equipment: cost or other basis

    $227,747,792

  • 10b · Land, buildings and equipment: accumulated depreciation

    $115,701,212

  • 10c · Land, buildings and equipment, net

    beginning of year $95,906,066 · end of year $112,046,580

  • 11 · Investments: publicly traded securities

    beginning of year $51,749,465 · end of year $14,333,911

  • 12 · Investments: other securities

    beginning of year $3,338,435 · end of year $42,638,173

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $7,231,866 · end of year $6,636,424

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,535,939 · end of year $8,952,690

  • 19 · Deferred revenue

    beginning of year $1,219,630 · end of year $1,360,525

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $11,734,890 · end of year $11,328,328

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $11,544,042 · end of year $11,234,808

  • 27 · Net assets without donor restrictions

    beginning of year $68,640,846 · end of year $62,267,581

  • 28 · Net assets with donor restrictions

    beginning of year $122,522,087 · end of year $148,773,389

  • 29 · Capital stock, trust principal or current funds

    end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    end of year $0

  • 31 · Retained earnings, endowment or other funds

    end of year $0

Mission and programs · 2023

Mission

THE FOUNDING MISSION OF THE NEW-YORK HISTORICAL SOCIETY ("THE NEW YORK HISTORICAL") IS TO COLLECT, PRESERVE, AND INTERPRET, FOR THE BROADEST POSSIBLE PUBLIC, MATERIAL RELEVANT TO THE HISTORY OF THE UNITED STATES IN GENERAL AND OF NEW YORK STATE AND CITY IN PARTICULAR.

Activities or mission (Part I)

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.

  • MUSEUM AND MUSEUM EXHIBITIONS - NEW YORK'S FIRST MUSEUM, THE NEW YORK HISTORICAL IS A LEADING CULTURAL INSTITUTION DOCUMENTING OVER 400 YEARS OF AMERICAN HISTORY THROUGH A PEERLESS COLLECTION OF ART, DOCUMENTS, AND ARTIFACTS. OUR OFFERINGS SPAN GROUNDBREAKING EXHIBITIONS; ACCLAIMED EDUCATIONAL PROGRAMS FOR TEACHERS AND STUDENTS NATIONWIDE; AND THOUGHT-PROVOKING CONVERSATIONS AMONG LEADING SCHOLARS, JOURNALISTS, AND THINKERS ABOUT THE PAST, PRESENT, AND FUTURE OF THE AMERICAN EXPERIMENT. THE MUSEUM'S COLLECTION COMPRISES OVER 80,000 OBJECTS. ON-SITE EXHIBITIONS, BOTH PERMANENT AND ROTATING, AS WELL AS TRAVELING EXHIBITIONS HOSTED BY OUTSIDE INSTITUTIONS, ENABLE THE NEW YORK HISTORICAL TO INTERPRET AND SHOWCASE THESE MATERIALS TO THE BROADEST POSSIBLE PUBLIC. FOR MORE INFORMATION, SEE SCHEDULE O.

    Expenses $18,329,235 · Revenue $1,701,246

  • EDUCATIONAL AND PUBLIC PROGRAMS - THE NEW YORK HISTORICAL PROVIDES NUMEROUS EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, TEACHERS, STUDENTS AND CHILDREN. FOR MORE INFORMATION, SEE SCHEDULE O.

    Expenses $7,876,983 · Revenue $822,950

  • LIBRARY - THE PATRICIA D. KLINGENSTEIN LIBRARY AT THE NEW YORK HISTORICAL IS ONE OF THE FIRST INDEPENDENT RESEARCH LIBRARIES IN THE UNITED STATES. ITS EXTENSIVE COLLECTIONS, DATING FROM THE 16TH CENTURY TO THE PRESENT, PROVIDE UNIQUE INSIGHTS INTO THE HISTORY OF NEW YORK AND THE NATION. COLLECTION STRENGTHS INCLUDE: LOCAL HISTORY OF NEW YORK CITY, NEW YORK STATE AND THE EASTERN SEABOARD; EXPLORATION AND VOYAGES; COLONIAL HISTORY, THE REVOLUTIONARY WAR AND EARLY REPUBLIC; MERCANTILE HISTORY OF NEW YORK AND THE EXPANDING NATION; AMERICAN MILITARY AND NAVAL HISTORY; ANGLO-AMERICAN SLAVE TRADE AND CONDITIONS OF SLAVERY IN THE UNITED STATES; THE CIVIL WAR; RELIGION AND RELIGIOUS MOVEMENTS; NEW YORK CITY SOCIAL SERVICES AND CHARITABLE ORGANIZATIONS; NEW YORK CITY ARCHITECTURE; PORTRAITURE AND DOCUMENTARY PHOTOGRAPHY; EPHEMERA COLLECTIONS SUCH AS THE BELLA C. LANDAUER COLLECTION OF BUSINESS AND ADVERTISING ART.

    Expenses $6,002,225 · Grants $60,000 · Revenue $2,100

  • THE NEW YORK HISTORICAL HAS A MUSEUM STORE WHICH SELLS MERCHANDISE PRIMARILY RELATED TO THE SOCIETY'S MISSION, CURRENT EXHIBITIONS OR COLLECTION; OFFERS SPACE RENTALS TO VARIOUS ORGANIZATIONS AND INDIVIDUALS FOR SPECIAL EVENTS; AND RECEIVES ROYALTIES FROM PUBLISHERS, WEB DESIGNERS AND INDIVIDUALS FOR THE USE OF ITEMS IN THE COLLECTION.

    Expenses $3,990,954 · Revenue $42,370

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Hsin-Mei Agnes Hsu

    Chair

    Total calculated
    $0
    Hours/week
    1

  • John Monsky

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Louise Mirrer

    President and CEO

    Total calculated
    $937,424
    From this org
    $822,535
    From related orgs
    $0
    Other
    $114,889
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $725,725
    Bonus
    $80,000
    Other
    $16,810
    Deferred
    $77,141
    Nontaxable benefits
    $37,748
    Filer's total
    $937,424

  • Russell P Pennoyer

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Suzanne F Peck

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Andrew H Tisch

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anita Volz Wien

    Trustee (As of 3/2024)

    Total calculated
    $0
    Hours/week
    1

  • Barbara Knowles Debs

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Barry Barnett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bernard L Schwartz

    Trustee (Deceased 3/2024)

    Total calculated
    $0
    Hours/week
    1

  • Brian Kane

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bridget Van Kralingen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Buzzy Geduld

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Byron Wien

    Trustee (Deceased 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Daniel Cohen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David W Zalaznick

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Goldman

    Trustee (Deceased 7/2023)

    Total calculated
    $0
    Hours/week
    1

  • Edward R Hintz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Elie Hirschfeld

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth B Dater

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ernest Tollerson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gillian Steel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Helen Appel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James S Chanos

    Trustee (End 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Jane Weitzman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jean Margo Reid

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joel I Picket

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jonathan M Moses

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joseph A DiMenna

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Judith Berkowitz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Keith Wofford

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lawrence Neubauer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lois Chiles

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Martin J Gross

    Trustee (End 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Michael Hormel

    Trustee (As of 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Michael Solender

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Weisberg

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Norman Benzaquen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Peter May

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ravenel B Curry III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Richard Reiss JR

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Roger Hertog

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sally Klingenstein Martell

    Trustee (As of 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • Sidney Lapidus

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan Waterfall

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sy Sternberg

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tarky Lombardi Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Freddy Taveras

    Secretary, EVP & General Counsel

    Total calculated
    $333,572
    From this org
    $276,358
    From related orgs
    $0
    Other
    $57,214
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $275,722
    Bonus
    $0
    Other
    $636
    Deferred
    $24,105
    Nontaxable benefits
    $33,109
    Filer's total
    $333,572

  • Monique Quinn

    Assistant Treasurer and CFO (As of 9/2023)

    Total calculated
    $96,662
    From this org
    $86,740
    From related orgs
    $0
    Other
    $9,922
    Hours/week
    45

  • Richard Shein

    Assistant Treasurer & CFO (End 9/2023)

    Total calculated
    $361,308
    From this org
    $304,787
    From related orgs
    $0
    Other
    $56,521
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $148,487
    Bonus
    $0
    Other
    $156,300
    Deferred
    $29,614
    Nontaxable benefits
    $26,907
    Filer's total
    $361,308

  • Frank DiMaiolo

    VP Human Resources

    Total calculated
    $245,846
    From this org
    $210,793
    From related orgs
    $0
    Other
    $35,053
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $210,619
    Bonus
    $0
    Other
    $174
    Deferred
    $17,221
    Nontaxable benefits
    $17,832
    Filer's total
    $245,846

  • Leslie Hayes

    VP Education

    Total calculated
    $213,952
    From this org
    $156,735
    From related orgs
    $0
    Other
    $57,217
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $156,604
    Bonus
    $0
    Other
    $131
    Deferred
    $11,940
    Nontaxable benefits
    $45,277
    Filer's total
    $213,952

  • Margaret Hofer

    VP MUSEUM DIRECTOR (End 12/2023)

    Total calculated
    $275,927
    From this org
    $222,924
    From related orgs
    $0
    Other
    $53,003
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $190,761
    Bonus
    $0
    Other
    $32,163
    Deferred
    $18,630
    Nontaxable benefits
    $34,373
    Filer's total
    $275,927

  • Matthew Bregman

    VP Development (End 2/2024)

    Total calculated
    $323,665
    From this org
    $251,781
    From related orgs
    $0
    Other
    $71,884
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $250,725
    Bonus
    $0
    Other
    $1,056
    Deferred
    $21,509
    Nontaxable benefits
    $50,375
    Filer's total
    $323,665

  • Valerie Paley

    SVP and Library Director

    Total calculated
    $316,898
    From this org
    $269,823
    From related orgs
    $0
    Other
    $47,075
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $268,084
    Bonus
    $0
    Other
    $1,739
    Deferred
    $22,995
    Nontaxable benefits
    $24,080
    Filer's total
    $316,898

  • Wendy Ikemoto

    VP Chief Curator (As of 12/2023)

    Total calculated
    $173,415
    From this org
    $146,862
    From related orgs
    $0
    Other
    $26,553
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $146,745
    Bonus
    $0
    Other
    $117
    Deferred
    $11,032
    Nontaxable benefits
    $15,521
    Filer's total
    $173,415

  • Armando Lopez

    Director of IT

    Total calculated
    $268,124
    From this org
    $202,565
    From related orgs
    $0
    Other
    $65,559
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $202,376
    Bonus
    $0
    Other
    $189
    Deferred
    $16,836
    Nontaxable benefits
    $48,723
    Filer's total
    $268,124

  • Dale Gregory

    VP Public Programs (End 4/2023)

    Total calculated
    $193,231
    From this org
    $171,129
    From related orgs
    $0
    Other
    $22,102
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $50,176
    Bonus
    $0
    Other
    $120,953
    Deferred
    $13,107
    Nontaxable benefits
    $8,995
    Filer's total
    $193,231

  • Laura Washington

    CCO & VP Strategic Partnerships (End 1/2024)

    Total calculated
    $270,476
    From this org
    $200,287
    From related orgs
    $0
    Other
    $70,189
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $200,224
    Bonus
    $0
    Other
    $63
    Deferred
    $16,764
    Nontaxable benefits
    $53,425
    Filer's total
    $270,476

  • Marci Reaven-Tanis

    VP History Exhibits (End 12/2023)

    Total calculated
    $228,847
    From this org
    $209,734
    From related orgs
    $0
    Other
    $19,113
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $183,254
    Bonus
    $0
    Other
    $26,480
    Deferred
    $16,759
    Nontaxable benefits
    $2,354
    Filer's total
    $228,847

  • Yashiris Moreta

    VP Operations and Capital Projects

    Total calculated
    $222,055
    From this org
    $189,639
    From related orgs
    $0
    Other
    $32,416
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $189,387
    Bonus
    $0
    Other
    $252
    Deferred
    $15,048
    Nontaxable benefits
    $17,368
    Filer's total
    $222,055

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
SEVERANCE PAYMENTS DALE GREGORY: $100,000 MARCI REAVEN-TANIS: $16,272 MARGARET HOFER: $8,751
Schedule J, Part I, Line 7 Non-fixed payments
NON-FIXED PAYMENTS THE NEW YORK HISTORICAL HAS A COMPENSATION COMMITTEE (CONSISTING OF KEY BOARD MEMBERS) THAT MEETS AT LEAST ONCE A YEAR TO CONSIDER THE COMPENSATION OF KEY STAFF. FOR 2023, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVED THE RECOMMENDATION OF THE COMPENSATION COMMITTEE, USING COMPARABLE COMPENSATION DATA CONSISTENT WITH NEW YORK HISTORICAL'S COMPENSATION POLICY, AND AWARDED LOUISE MIRRER, PRESIDENT AND CEO, ADDITIONAL COMPENSATION IN RECOGNITION OF HER LEADERSHIP. THE ADDITIONAL COMPENSATION WAS INCLUDED IN TAXABLE INCOME.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202531219349302643

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