2025-02-21T11:40:29-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 68 SOUTH SERVICE ROAD SUITE 300 MELVILLE NY 117472354 990 2023-01-01 131764804 AMERICAN JEWISH HISTORICAL SOCIETY AMER 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 2122946160 2025-02-21 1 0 MARY ANN MENDEL P00551302 6314144000 2025-02-21 2023 2025-03-06 01:10:19Z X GEMMA BIRNBAUM 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 4873786 0 X WWW.AJHS.ORG X 1898 DC ACCESS TO MILLIONS OF ARTIFACTS REFLECTING THE HISTORY OF THE JEWISH PRESENCE IN THE U.S. 16 16 12 16 0 0 1553213 2429498 0 0 212486 197478 47486 126605 1813185 2753581 0 0 0 0 1031412 1217635 0 0 342982 999442 812213 2030854 2029848 -217669 723733 5947205 7289220 158312 135687 5788893 7153533 X SEE SCHEDULE O - THE AMERICAN JEWISH HISTORICAL SOCIETY (THE "SOCIETY") IS THE OLDEST ETHNIC, CULTURAL ARCHIVE IN THE UNITED STATES. THE SOCIETY PROVIDES ACCESS TO MORE THAN 30 MILLION DOCUMENTS AND 50,000 BOOKS, PHOTOGRAPHS, ART AND ARTIFACTS THAT REFLECT THE HISTORY OF THE JEWISH PRESENCE IN THE UNITED STATES FROM 1654 TO THE PRESENT. AT OUR HOME ON WEST 16 TH STREET IN DOWNTOWN MANHATTAN, THE SOCIETY ILLUMINATES AMERICAN JEWISH HISTORY THROUGH OUR MANY ARCHIVAL TREASURES, SCHOLARSHIP, EXHIBITIONS AND PUBLIC PROGRAMS. AMONG THE TREASURES OF THIS HERITAGE ARE THE HANDWRITTEN ORIGINALS OF EMMA LAZARUS' THE NEW COLOSSUS, WHICH GRACES THE STATUE OF LIBERTY RECORDS OF THE NATION'S LEADING JEWISH COMMUNAL ORGANIZATIONS AND IMPORTANT COLLECTIONS IN THE FIELDS OF EDUCATION, PHILANTHROPY, SCIENCE, SPORTS, BUSINESS AND THE ARTS. THE SOCIETY IS THE FUTURE OF THE AMERICAN JEWISH PAST. 0 0 759612 LIBRARY AND ARCHIVE- SEE SCHEDULE O - LIBRARY AND ARCHIVE-THE SOCIETY WELCOMES ALL RESEARCHERS WHO WISH TO CONDUCT RESEARCH ON AMERICAN JEWISH LIFE FROM FIRST ARRIVAL IN THE AMERICAS TO THE PRESENT DAY. THE LIBRARY CONSISTS OF APPROXIMATELY 50,000 VOLUMES, INCLUDING BOTH BOOKS AND SERIALS (JOURNALS AND PERIODICALS). THE SOCIETY HOUSES APPROXIMATELY 2000 ARCHIVAL COLLECTIONS AND HAS DEVELOPED FINDING AIDS FOR ITS PERSONAL AND INSTITUTIONAL HOLDINGS, AND THEY ARE AVAILABLE ONLINE. ACCESS TO THE PHYSICAL MATERIALS IS AVAILABLE 4 DAYS PER WEEK, AND SCHOLARS HAVE BEEN USING THE MATERIALS AT HIGH LEVELS BOTH PHYSICALLY AND VIA DIGITIZED VERSIONS. THE SOCIETY ALSO HAS EXPANDED OUR DIGITAL HOLDINGS AND DIGITIZATION PROGRAM, IN ORDER TO CONTINUALLY PROVIDE ACCESS TO OUR MATERIALS AND EXPAND OUR BASE OF USERS. FOR 2023, STATISTICS ON DIGITAL USE FOUND THAT FOR THE FULL YEAR THE TOP THREE COLLECTIONS SEARCHED WERE CAMP MASSAD ACCESSED 1,418 TIMES, THE AMERICAN JEWISH CONGRESS RECORDS ACCESSED 1,358 TIMES, AND THE NATIONAL COUNCIL OF JEWISH WOMEN ACCESSED 851 TIMES. THESE ARE COLLECTIONS THAT HAVE A GREAT DEAL OF DIGITIZED CONTENT, DEMONSTRATING THE OVERALL VALUE OF THE SOCIETY DIGITIZATION PROGRAM AND THE ONGOING NEED TO CONTINUALLY EXPAND OUR DIGITAL OFFERINGS; IN 2023, AJHS ADDED 283,567 NEW IMAGES TO OUR DIGITAL ASSET MANAGER, MAKING THESE IMAGES AVAILABLE FREE TO THE PUBLIC, ALL OVER THE GLOBE. 519366 PUBLIC PROGRAMS- SEE SCHEDULE O - PUBLIC PROGRAMS-IN 2023, THE SOCIETY HELD A NUMBER OF IN PERSON, ONLINE, AND HYBRID PUBLIC PROGRAMS REACHING AUDIENCES BOTH LOCALLY AND NATIONALLY. EVENTS INCLUDED A DAYLONG SYMPOSIUM THAT WAS LATER BROADCAST TO 10 THOUSAND PEOPLE ON JBS (JEWISH BROADCASTING SERVICE), BOOK TALKS FEATURING NEW SCHOLARSHIP, AND DOCUMENTARY FILM SCREENINGS. THE SOCIETY CONTINUED ITS POPULAR "AT LUNCH" SERIES WITH JULIE SALAMON, WELCOMING GUESTS FROM THE FIELDS OF HISTORY, ENTERTAINMENT, JOURNALISM, AND MORE. ADDITIONALLY, THE SOCIETY CONTINUED ITS PARTNERSHIP WITH THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY TO TRAIN K-12 TEACHERS AND ADMINISTRATORS ABOUT HOW TO BEST USE ARCHIVAL MATERIALS RELATED TO JEWISH AMERICAN HISTORY AND CULTURE IN THEIR CLASSROOMS. THE PROGRAM TRAINED 50 EDUCATORS AND REACHED ROUGHLY 5,000 STUDENTS NATIONWIDE. 72774 AMERICAN JEWISH HISTORICAL JOURNAL SCHOLARLY JOURNAL OF PUBLISHED ARTICLES ON AMERICAN JEWISH HISTORY THEMES. THE JOURNAL EDITORIAL BOARD PUBLISHED 4 VOLUMES IN 2023, RESUMING ITS FULL PRE-PANDEMIC PUBLISHING SCHEDULE. THE SOCIETY CONTINUES WORK ON OUR WEBSITE TO BE A DYNAMIC PUBLISHING PLATFORM, USED TO CROSSPOST JOURNAL ARTICLES AND ADDITIONAL CONTENT PRODUCED BY JOURNAL CONTRIBUTORS AND EDITORS, INCLUDING RECAPS OF JOURNAL ISSUES AS WELL AS OTHER DIGITAL MEDIA AND CONTENT RELATED TO AMERICAN JEWISH HISTORY. THE WEBSITE CONTINUES TO SERVE AS A DIGITAL PORTAL TO THE SOCIETY'S CONTENT, FEATURING ARTICLES, VIDEOS, PAST PROGRAMS, AND FEATURED COLLECTIONS. 1351752 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC NY MA X GEMMA BIRNBAUM 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 SIDNEY LAPIDUS CHAIR 2.00 X X 0 0 0 CHARLES KNAPP VICE CHAIR 1.00 X 0 0 0 FELICIA HERMAN PRESIDENT 1.00 X X 0 0 0 SCOTT EINHORN VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA H LANDES VICE PRESIDENT 1.00 X X 0 0 0 SAMUEL R KARETSKY TREASURER 2.00 X X 0 0 0 MARC DOLLINGER TRUSTEE 1.00 X 0 0 0 DEBORAH DASH MOORE TRUSTEE 1.00 X 0 0 0 JONATHAN LEWIS TRUSTEE 1.00 X 0 0 0 NANCY T POLEVOY TRUSTEE 1.00 X 0 0 0 DANA RAUCHER TRUSTEE 1.00 X 0 0 0 JULIE SALAMON TRUSTEE 1.00 X 0 0 0 JEFF MANKOFF TRUSTEE 1.00 X 0 0 0 MORTON STEINBERG TRUSTEE 1.00 X 0 0 0 JUSTIN WYNER TRUSTEE 1.00 X 0 0 0 LAURENCE ZUCKERMAN TRUSTEE 1.00 X 0 0 0 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 40.00 X X 218969 0 15661 PATRICIA COTTEN DIRECTOR OF ADVANCEMENT 40.00 X 117369 0 13744 MELANE MEYERS MCCARTY DEPUTY DIRECTOR CHAIR, COLLECTIONS AND ENGAGEMENT 40.00 X 112264 0 31078 448602 0 60483 3 0 1 0 0 300917 459461 1669120 750766 2429498 145994 145994 115621 115621 2055443 2003959 51484 51484 51484 116246 300917 116246 0 MISCELLANEOUS INCOME 900099 10984 10984 10984 2753581 0 0 324083 234630 211167 11731 11732 737812 501379 65594 170839 19542 13137 1763 4642 153774 110722 12572 30480 71877 52471 5750 13656 21007 21007 109225 109225 8298 8298 35365 16816 15242 3307 67892 19955 39332 8605 271795 198410 21744 51641 53061 31864 4492 16705 4382 3199 351 832 35907 26212 2873 6822 DIGITIZATION AND STORAG 115230 110456 4774 0 SOLICITATION EXPENSE 42145 8983 9562 23600 PRINTING 39704 38528 1176 0 MISC 8202 155 7926 121 2029848 1351752 335114 342982 17839 214703 400 62300 642178 16135 8915 402229 397481 9130 4748 5841401 6418676 5947205 7289220 130689 115029 27623 20658 158312 135687 X 5456989 5963971 331904 1189562 5788893 7153533 5947205 7289220 723733 640907 0 X X 0 1 X 1 0 X 1642189 1668211 1151043 1553213 2427898 8442554 1642189 1668211 1151043 1553213 2427898 8442554 2313283 6129271 189626 174730 204988 265723 328107 1163174 974 20858 20959 15331 10985 69107 9674835 0.63350 0.67430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 317979 25870 38637 305212 402827 -72767 12081 317979 432119 -17384 11908 402827 408195 35761 11837 432119 385055 34960 11820 408195 1.00000 0 0 21911 17164 4747 380318 380317 1 4748 FEDERAL INCOME TAXES 20658 20658 X 3394488 640907 640907 2753581 0 2753581 2029848 0 2029848 0 2029848 PART III, LINE 1A: THE SOCIETY MAINTAINS THREE COLLECTIONS: (I) A LIBRARY COLLECTION OF OVER 37,000 VOLUMES AND 300 PERIODICAL TITLES, TO PROVIDE IMPORTANT AND SECONDARY MATERIAL FOR RESEARCHERS AND THE GENERAL PUBLIC; (II) ARCHIVES OF THE WRITTEN AND ORAL LEGACY OF THE AMERICAN JEWISH EXPERIENCE, WITH OVER 16,000 LINEAR FEET CONTAINING 1,500 COLLECTIONS, OVER 500 MEMOIRS AND MANUSCRIPTS, AND MORE THAN 1,000 PHOTOS; AND (III) A COLLECTION OF VARIOUS WORKS OF ART AND ARTIFACTS PRESERVING A CRITICAL, VISUAL RECORD OF AMERICAN-JEWISH HISTORY AND MATERIAL CULTURE, INCLUDING ALMOST 100 PAINTINGS, APPROXIMATELY 100 SILVER COLLECTION PIECES, HISTORIC AMERICAN JEWISH SPORTS ARTIFACTS AND MEMORABILIA, HISTORIC HANDWRITTEN LETTERS, AND RELIGIOUS ARTIFACTS THAT DOCUMENT AMERICAN-JEWISH LIFE. ALL COLLECTION ITEMS ARE CATALOGUED AND PRESERVED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COST OR VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. EACH OF THE THREE COLLECTIONS RECEIVES NEW ITEMS EACH YEAR THROUGH CONTRIBUTIONS THAT ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. ITEMS PURCHASED BY THE SOCIETY FOR THE COLLECTIONS, PRIMARILY FOR THE LIBRARY, ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE PURCHASED. THE COLLECTIONS ARE INSURED FOR AN AMOUNT UP TO $7,000,000 THROUGH POLICIES MAINTAINED BY THE SOCIETY. THE SOCIETY REVIEWS ITS COLLECTIONS ON AN ONGOING BASIS AND MAY PERIODICALLY ACQUIRE OR DEACCESS ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY AND ARE RESTRICTED TO FUND FUTURE ACQUISITIONS OF COLLECTIONS, OR THE PRESERVATION, CONSERVATION OR DIRECT CARE OF THE COLLECTIONS. PART X, LINE 2: THE SOCIETY RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES. THE SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS. GALA 417163 300917 116246 4340 3880 29323 250 78453 417163 300917 116246 4340 3880 29323 250 78453 116246 0 X X 0 0 0 0 0 0 0 0 0 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 218969 0 0 0 0 0 6643 0 9018 0 234630 0 0 0 PART I LINE 3 EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. X 1933 SALE PRICE X 7 746633 STOCK PRICE X OTHER GIFTS (SPREADING KNIVES, BASKET, TICKETS) 3 2200 SALES PRICE 0 0 1 0 FORM 990 AMENDED RETURN EXPLANATION THE 990 HAS BEEN AMENDED TO CORRECT THE FUNCTIONAL ALLOCATION OF CERTIAN EXPENSES. AS A RESULT, THE CHANGES ARE AS FOLLOWS: PART III LINES 4A, 4B AND 4C EXPENSES - THESE AMOUNTS HAVE BEEN REVISED DUE TO THE CHANGE IN THE FUNCTIONAL ALLOCATIONS. PART IX STATEMENT OF FUNCTIONAL EXPENSES: LINES 5, 7, 8, 9, 10, 16, 22 AND 23. THE AMOUNTS IN COLUMN A ARE THE SAME BUT THE AMOUNTS IN COLUMNS B, C AND D HAVE BEEN UPDATED FOR THE CORRECT ALLOCATION AMOUNTS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE SOCIETY'S MANAGEMENT, THEN BY THE SOCIETY'S FINANCE COMMITTEE, AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE BEING ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE SOCIETY HAS A CONFLICT OF INTEREST POLICY AND MONITORS AND REVIEWS THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE AND OTHER MANAGEMENT COMPENSATION: EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION OF OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE AFOREMENTIONED DOCUMENTS AND FORMS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 133863344 REPOSITORY NY 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 SCHEDULE R, PART II IN OCTOBER 1995, THE SOCIETY, ALONG WITH THREE OTHER NOT-FOR-PROFIT ORGANIZATIONS, THE LEO BAECK INSTITUTE, INC., THE YIVO INSTITUTE FOR JEWISH RESEARCH, INC., AND THE YESHIVA UNIVERSITY MUSEUM SIGNED AN AGREEMENT FORMING THE CENTER FOR JEWISH HISTORY, INC. (THE "CENTER"), A SEPARATE, 501(C)(3) NOT-FOR-PROFIT CORPORATION. THEREAFTER, THE AMERICAN SEPHARDI FEDERATION ENTERED INTO A SUPPLEMENTAL AGREEMENT WITH THE INITIAL MEMBERS WHICH PROVIDED FOR ITS MEMBERSHIP INTO THE CENTER. UPON LIQUIDATION OF THE CENTER, MEMBER ORGANIZATIONS WOULD BE ENTITLED TO RECEIVE A SHARE OF THE PROCEEDS OF THE LIQUIDATION, SUBJECT TO CERTAIN SENIOR CLAIMS. LIQUIDATION OF THE CENTER REQUIRES THE CONSENT OF ALL MEMBER ORGANIZATIONS. THE CENTER PROVIDES FOR THE OPERATION OF THE SOCIETY'S OPERATING FACILITY, INCLUDING (I) MAINTENANCE OF ALL OFFICES AND SPECIALIZED AREAS; (II) CONTROL OF THE MECHANICAL SYSTEMS FOR THE BUILDING; (III) MAINTENANCE OF ELEVATORS; (IV) SUPPORT FOR ALL TECHNOLOGY; (V) SECURITY; AND (VI) MANY OTHER RELATED SERVICES. THE CENTER ALSO SERVES AS THE CENTRAL REPOSITORY FOR THE SOCIETY'S ARCHIVAL DOCUMENTS, BOOKS, PHOTOGRAPHS, PAINTINGS, AND ARTIFACTS. ALTHOUGH THE CENTER DERIVES ITS REVENUE FROM SOURCES TYPICAL OF NOT-FOR-PROFIT ENTERPRISES, REVENUES GENERATED BY THE CENTER ARE NOT SUFFICIENT TO COVER ITS OPERATING EXPENSES. FOR THE YEARS 2023 AND 2022, THE SOCIETY AND OTHER MEMBERS AGREED TO CONTRIBUTE AN AGGREGATE AMOUNT OF $1,436,000 AND $1,436,000, RESPECTIVELY, TO COVER THE CENTER'S OPERATING COSTS. THE AMOUNT CONTRIBUTED BY EACH MEMBER IS BASED UPON THE MEMBER'S ALLOCATED SPACE AT THE CENTER. DURING 2017, THE CENTER AND OTHER MEMBER ORGANIZATIONS ENTERED INTO AN AMENDED AGREEMENT THAT INCLUDED UPDATED BYLAWS AND OTHER GOVERNANCE-RELATED MATTERS TO FURTHER ENHANCE AND STRENGTHEN THE COLLABORATION AMONG THE FIVE MEMBER ORGANIZATIONS. IN RELATION TO ITS AGREEMENTS WITH THE CENTER, THE SOCIETY INCURRED OPERATING EXPENSES OF $271,795 FOR EACH OF THE YEARS ENDING DECEMBER 31, 2023 AND 2022. AMOUNTS DUE TO THE CENTER WERE $1,186.46 AS OF DECEMBER 31, 2023, AND ARE INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. THERE WERE NO AMOUNTS DUE TO THE CENTER AS OF DECEMBER 31, 2023.