GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-23
- IRS object ID
- 202401149349302355
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T18:41:43-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133795391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILDER LEHRMAN INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | OF AMERICAN HISTORY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILD | BusinessNameControlTxt |
| Phone | 6463669666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE R SMITH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6463669666 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATE | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATE R SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,690,282 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GILDERLEHRMAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,702,184 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,431,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,972,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,103,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,823,413 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,339,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,922 | PYOtherRevenueAmt |
| CY Other Revenue | $145,744 | CYOtherRevenueAmt |
| PY Total Revenue | $10,568,367 | PYTotalRevenueAmt |
| CY Total Revenue | $12,020,184 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,016,052 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,116,729 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,283,177 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,902,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $51,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $53,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $743,049 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,741,981 | PYOtherExpensesAmt |
| CY Other Expenses | $4,260,744 | CYOtherExpensesAmt |
| PY Total Expenses | $9,092,210 | PYTotalExpensesAmt |
| CY Total Expenses | $10,332,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,476,157 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,687,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,727,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,115,842 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,138,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,499,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,589,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,615,843 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,035,415 | ExpenseAmt |
| Grant | $75,850 | GrantAmt |
| Revenue | $2,103,310 | RevenueAmt |
| Desc | TEACHER PROGRAMS IN AMERICAN HISTORY:TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED 21,000 TEACHERS. IN THE SUMMER, TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED MORE THAN 1,500 TEACHERS ONLINE AND 500 TEACHERS IN PERSON, WITH SEVERAL HUNDRED ADDITIONAL EDUCATORS JOINING FOR LIVESTREAMED LECTURES. THE GETTYSBURG COLLEGEGILDER LEHRMAN MA IN AMERICAN HISTORY, AN AFFORDABLE, FULLY ONLINE MASTER'S DEGREE PROGRAM, LED BY RENOWNED, AWARD-WINNING HISTORIANS, ADMITTED 1,300 STUDENTS THIS YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,650,087 | ExpenseAmt |
| Grant | $848,379 | GrantAmt |
| Desc | STUDENT PROGRAMS IN AMERICAN HISTORY: STUDENT PROGRAMS SERVED ALL FIFTY STATES AND 99 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE AFFILIATE SCHOOL PROGRAM WAS OVER 34,750, REACHING 12 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE HAS PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE MUSICAL, WHICH HAD PARTICIPATION FROM 195,000 STUDENTS. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD 1.6 MILLION UNIQUE VISITORS. THE INSTITUTE'S ONLINE AMERICAN HISTORY COURSES CALLED HISTORY SCHOOL SERVED 8,700 STUDENTS. HISTORY U, AN OFFERING IN WHICH STUDENTS CAN TAKE AMERICAN HISTORY SELF-PACED ONLINE COURSES, HAS SERVED 3,500 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $812,016 | ExpenseAmt |
| Revenue | $85,975 | RevenueAmt |
| Desc | MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES:THE GILDER LEHRMAN COLLECTION INCLUDES OVER 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. THE DIGITAL COLLECTION ALLOWS ONLINE ACCESS TO OUR DOCUMENTS. IN 2020, THE INSTITUTE LAUNCHED ITS TRANSCRIPTION PROJECT, WHICH ENLISTS MIDDLE AND HIGH SCHOOL STUDENTS TO TRANSCRIBE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. MORE THAN 430 VOLUNTEERS HAVE TRANSCRIBED MORE THAN 4,250 PAGES OF RARE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. TRAVELING EXHIBITION PANELS ON MAJOR TOPICS IN AMERICAN HISTORY ARE IN CIRCULATION AND VISITED 98 SITES ACROSS THE COUNTRY. GILDER LEHRMAN COLLECTION'S PRIMARY SOURCES ARE ALSO ON DISPLAY IN PHYSICAL EXHIBITION SPACES AT THE GEORGE WASHINGTON'S MOUNT VERNON, GETTYSBURG NATIONAL MILITARY PARK, THE MORGAN LIBRARY & MUSEUM, THE MUSEUM OF THE AMERICAN REVOLUTION, THE MUSEUM OF MODERN ART AND UNITED STATES CAPITOL VISITOR CENTER. ONLINE PROGRAM, INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, HAS BEEN VIEWED BY NEARLY 50,000 TEACHERS, STUDENTS, SCHOLARS, AND HISTORY ENTHUSIASTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,724,772 | ExpenseAmt |
| Grant | $192,500 | GrantAmt |
| Revenue | $105,134 | RevenueAmt |
| Desc | OTHER PROGRAMS. NATIONAL HISTORY TEACHER OF THE YEAR AWARD PROGRAM, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH, SCHOLARLY & COLLEGE FELLOWSHIP PROGRAM AND BOOK BREAKS WEEKLY ONLINE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,724,772 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $192,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $105,134 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,222,290 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 259 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE CO KATE SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463669666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES G BASKER | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $258,584 | $0 | $11,653 | |
| RUSSELL P PENNOYER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DIMENNA | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAHNAZ BATMANGHELIDJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D BRITTON II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALYSHA BUTLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C DAUM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIXIE DE LUCA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DUFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA GANNON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY LEWIS GATES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE GORDON-REED | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE GORDON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN C GUEZLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HERBST-BRADY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P HIRSCHFELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP A JACKSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLADSTONE N JONES III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEWIS E LEHRMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS D LEHRMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCCORMICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S ANDREW BANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L NAU III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H NIEHAUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA PACE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA PHILLIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J POORVU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAIZA RIZAVI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE ROCKEFELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CASLIN ROSS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SHAFIR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY SIMPKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY DEBBIE STAPLETON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUZ TOWNS-MIRANDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE UGAKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT VIEBRANZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WEBSTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD L AYERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRINE MOTT | |||||||
| COO | 40.00 | Yes (X) | $211,281 | $0 | $23,668 | ||
| TIM BAILEY | |||||||
| DIR. OF CURRICULUM DEV. & INSTRUCTIONAL DESIGN | 40.00 | $145,917 | $0 | $33,379 | Yes (X) | ||
| KATE R SMITH | |||||||
| CFO | 40.00 | $128,038 | $0 | $21,049 | Yes (X) | ||
| SANDRA TRENHOLM | |||||||
| DIR. & CURATOR OF GILDER LEHRMAN COLLECTION | 40.00 | $111,275 | $0 | $42,387 | Yes (X) | ||
| SASHA R PEREIRA | |||||||
| DIR. OF EDUCATIONAL PROGRAMS AND HAMILTON EDUC. | 40.00 | $106,704 | $0 | $38,535 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $961,799 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $170,671 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANOPI STUDIOS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5922 INDUS DRIVE | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 89502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMPUTER SUPPORT | ServicesDesc |
| Compensation | $312,670 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,691,061 | FundraisingAmt |
| Government Grants | $1,696,788 | GovernmentGrantsAmt |
| All Other Contributions | $4,043,539 | AllOtherContributionsAmt |
| Noncash Contributions | $413,107 | NoncashContributionsAmt |
| Total Contributions | $7,431,388 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL SERVICES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,103,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,103,310 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,103,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,175,683 | TotalRevenueColumnAmt |
| Exclusion | $2,175,683 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,556 | TotalRevenueColumnAmt |
| Exclusion | $60,556 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,677,902 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,513,843 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,059 | TotalRevenueColumnAmt |
| Exclusion | $164,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,846 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,691,061 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $151,726 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,880 | TotalRevenueColumnAmt |
| Exclusion | -$120,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $195,638 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,529 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,109 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,959 | TotalRevenueColumnAmt |
| Exclusion | $14,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,959 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,020,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,294,419 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,294,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,029 | TotalAmt |
| Program Services | $834,029 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,700 | TotalAmt |
| Program Services | $282,700 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,541 | TotalAmt |
| Program Services | $383,319 | ProgramServicesAmt |
| Management And General | $57,391 | ManagementAndGeneralAmt |
| Fundraising | $56,831 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,436,393 | TotalAmt |
| Program Services | $2,647,493 | ProgramServicesAmt |
| Management And General | $396,384 | ManagementAndGeneralAmt |
| Fundraising | $392,516 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,577 | TotalAmt |
| Program Services | $79,028 | ProgramServicesAmt |
| Management And General | $11,832 | ManagementAndGeneralAmt |
| Fundraising | $11,717 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,829 | TotalAmt |
| Program Services | $455,961 | ProgramServicesAmt |
| Management And General | $68,267 | ManagementAndGeneralAmt |
| Fundraising | $67,601 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,094 | TotalAmt |
| Program Services | $211,170 | ProgramServicesAmt |
| Management And General | $31,616 | ManagementAndGeneralAmt |
| Fundraising | $31,308 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,580 | TotalAmt |
| Program Services | $10,761 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
| Fundraising | $1,539 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,100 | TotalAmt |
| Program Services | $17,194 | ProgramServicesAmt |
| Management And General | $447 | ManagementAndGeneralAmt |
| Fundraising | $2,459 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,000 | TotalAmt |
| Fundraising | $53,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,296 | TotalAmt |
| Management And General | $88,296 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,572 | TotalAmt |
| Program Services | $1,191,154 | ProgramServicesAmt |
| Management And General | $30,992 | ManagementAndGeneralAmt |
| Fundraising | $46,426 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,005 | TotalAmt |
| Program Services | $545,925 | ProgramServicesAmt |
| Management And General | $33,927 | ManagementAndGeneralAmt |
| Fundraising | $27,153 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,601 | TotalAmt |
| Management And General | $293,601 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,192 | TotalAmt |
| Program Services | $264,520 | ProgramServicesAmt |
| Management And General | $5,445 | ManagementAndGeneralAmt |
| Fundraising | $8,227 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,431 | TotalAmt |
| Management And General | $143,431 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,472 | TotalAmt |
| Program Services | $19,978 | ProgramServicesAmt |
| Management And General | $61,494 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $743,683 | $623,192 | $109,106 | $11,385 |
| EDU. RES./ HIST. DOC | $423,352 | $392,496 | $3,405 | $27,451 |
| PURCHASE OF HISTORICAL | $236,882 | $236,882 | ||
| EQUIPMENT | $48,508 | $17,902 | $25,180 | $5,426 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,070 | TotalAmt |
| Program Services | $8,586 | ProgramServicesAmt |
| Management And General | $6,474 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,332,907 | TotalAmt |
| Program Services | $8,222,290 | ProgramServicesAmt |
| Management And General | $1,367,568 | ManagementAndGeneralAmt |
| Fundraising | $743,049 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,376 | BOYAmt |
| EOY | $666,382 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,133,093 | BOYAmt |
| EOY | $6,751,865 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,101,728 | BOYAmt |
| EOY | $4,549,953 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,804 | BOYAmt |
| EOY | $877,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,041 | BOYAmt |
| EOY | $212,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,159,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $779,442 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,946 | BOYAmt |
| EOY | $379,820 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,651,219 | BOYAmt |
| EOY | $51,487,640 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,016 | BOYAmt |
| EOY | $1,189,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,727,223 | BOYAmt |
| EOY | $66,115,842 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,267 | BOYAmt |
| EOY | $349,461 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,706 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,217 | BOYAmt |
| EOY | $1,150,538 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,190 | BOYAmt |
| EOY | $1,499,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,741,003 | BOYAmt |
| EOY | $54,875,025 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,848,030 | BOYAmt |
| EOY | $9,740,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,589,033 | BOYAmt |
| EOY | $64,615,843 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,727,223 | BOYAmt |
| EOY | $66,115,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,687,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,339,533 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,736,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,724,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,539,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,702,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,431,388 | CurrentTaxYearAmt |
| Total | $45,133,130 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,736,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,724,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,539,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,702,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,431,388 | CurrentTaxYearAmt |
| Total | $45,133,130 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,152,757 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,980,373 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,009,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $941,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $862,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,535,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,236,239 | CurrentTaxYearAmt |
| Total | $6,585,602 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,959 | CurrentTaxYearAmt |
| Total | $171,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,890,607 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,884,293 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. 2020 AMOUNT: $ 102,542. 2021 AMOUNT: $ 25,774. 2022 AMOUNT: $ 14,959. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | K-12 SCHOOLS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,887,252 | BeginningYearBalanceAmt |
| Contributions | $7,806,925 | ContributionsAmt |
| Other Expenditures | $4,333,166 | OtherExpendituresAmt |
| End Year Balance | $56,361,011 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,806,444 | BeginningYearBalanceAmt |
| Contributions | $12,286,245 | ContributionsAmt |
| Other Expenditures | $7,205,437 | OtherExpendituresAmt |
| End Year Balance | $52,887,252 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,789,822 | BeginningYearBalanceAmt |
| Contributions | $6,783,419 | ContributionsAmt |
| Other Expenditures | $2,766,797 | OtherExpendituresAmt |
| End Year Balance | $47,806,444 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,059,669 | BeginningYearBalanceAmt |
| Contributions | $14,690,581 | ContributionsAmt |
| Other Expenditures | $11,960,428 | OtherExpendituresAmt |
| End Year Balance | $43,789,822 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,651,237 | BeginningYearBalanceAmt |
| Contributions | $14,243,684 | ContributionsAmt |
| Other Expenditures | $10,835,252 | OtherExpendituresAmt |
| End Year Balance | $41,059,669 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82717 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.17283 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $227,298 | DepreciationAmt |
| Book Value | $185,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $570,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $376,667 | DepreciationAmt |
| Book Value | $193,840 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,477 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $379,820 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE PAYABLE | Desc |
| Amt | $1,150,538 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,150,538 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,428,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,339,533 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,500 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $151,726 | OtherRevenueAmt |
| Revenue Not Reported | $3,496,759 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,931,888 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $88,296 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $88,296 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,020,184 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,401,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,500 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $151,726 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,226 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,244,611 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $88,296 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $88,296 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,332,907 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THE HISTORICAL DOCUMENTS HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF HISTORICAL DOCUMENTS ARE EXCLUDED FROM REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF HISTORICAL DOCUMENTS ARE RECORDED AS DECREASES IN THE STATEMENT OF ACTIVITIES AND PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR SOLD. |
| PART III, LINE 4: | GILDER LEHRMAN COLLECTION SERVES AS A REPOSITORY FOR MANUSCRIPTS AND SELECTED MATERIALS THAT DOCUMENT THE HISTORY OF UNITED STATES. THROUGH ITS SERVICES, THE COLLECTION SUPPORTS THE EDUCATIONAL MISSION OF THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY AND, SECONDARILY, ACADEMIC RESEARCH AND PUBLICATION. COLLECTION INCLUDES OVER 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% ARE DIGITIZED AND 20% AVAILABLE ON THE GLI WEBSITE. |
| PART V, LINE 4: | GLI CURRENTLY HAS TWO ENDOWMENTS. THE FIRST IS A GENERAL ENDOWMENT, WITH SEVERAL RESTRICTED FUNDS AND THE SECOND CONSISTS OF FUNDS HELD FROM SALE OF DOCUMENTS THAT IS RESTRUCTED IN ITS USE FOR THE PURCHASE OF HISTORICAL DOCUMENTS AND DIRECT CARE OF THE COLLECTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF DIRECT SPECIAL EVENT 151,726. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF DIRECT SPECIAL EVENT 151,726. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLB CONSULTING AND EVENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 FIFTH AVENUE SUITE 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,721,907 | GrossReceiptsAmt |
| Retained By Contractor | $53,000 | RetainedByContractorAmt |
| Net To Organization | $1,721,907 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,721,907 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,721,907 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,721,907 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,691,061 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,846 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $80,808 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $43,299 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,619 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,721,907 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,691,061 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,846 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $80,808 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $43,299 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,619 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $151,726 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$120,880 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEREWETHER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4411 HERBERT PLACE | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 261467675 | RecipientEIN |
| Cash Grant | $25,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | LINCOLN PRIZE AWARD WINNER | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (12 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| MILITARY BOOK PRIZE WINNER | 1 | $50,000 | FMV | GRANTS AND PRIZES |
| 2022 NATIONAL HISTORY TEACHER OF THE YEAR WINNER | 1 | $10,000 | FMV | GRANTS AND PRIZES |
| LINCOLN BOOK PRIZE WINNER | 1 | $25,000 | FMV | GRANTS AND PRIZES |
| 2022 DAVID MCCULLOUGH ESSAY CONTEST 1ST PRIZE | 1 | $10,000 | FMV | GRANTS AND PRIZES |
| 2022 DAVID MCCULLOUGH ESSAY CONTEST 2ND PRIZE | 1 | $5,000 | FMV | GRANTS AND PRIZES |
| 2021 HAM4PROGRESS ESSAY CONTEST WINNERS | 10 | $35,000 | FMV | GRANTS AND PRIZES |
| 2021 GLI SCHOLAR FELLOWSHIPS | 10 | $30,000 | FMV | GRANTS AND PRIZES |
| 2022 DAVID MCCULLOUGH ESSAY CONTEST 3RD PRIZE | 9 | $9,000 | FMV | GRANTS AND PRIZES |
| FALL 2022, SPRING 2023 & SUMMER 2023 COURSES | 103 | $50,500 | FMV | GRANTS AND PRIZES |
| SUMMER 2023 AWARDS | 5 | $3,750 | FMV | GRANTS AND PRIZES |
| STIPENDS FOR PARTICIPANTS ATTENDING LINCOLN SPEAKS SEMINAR | 7 | $2,450 | FMV | GRANTS AND PRIZES |
| HISTORY TEACHER OF THE YEAR STATE AWARDS | 52 | $52,000 | FMV | GRANTS AND PRIZES |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES G BASKER | ||||||||||||||
| PRESIDENT & CEO | $258,584 | $0 | $0 | $0 | $0 | $0 | $7,650 | $0 | $4,003 | $0 | $270,237 | $0 | $0 | $0 |
| KATHRINE MOTT | ||||||||||||||
| COO | $211,281 | $0 | $0 | $0 | $0 | $0 | $6,365 | $0 | $17,303 | $0 | $234,949 | $0 | $0 | $0 |
| TIM BAILEY | ||||||||||||||
| DIR. OF CURRICULUM DEV. & INSTRUCTIO | $145,917 | $0 | $0 | $0 | $0 | $0 | $4,611 | $0 | $28,768 | $0 | $179,296 | $0 | $0 | $0 |
| SANDRA TRENHOLM | ||||||||||||||
| DIR. & CURATOR OF GILDER LEHRMAN COL | $111,275 | $0 | $0 | $0 | $0 | $0 | $3,853 | $0 | $38,534 | $0 | $153,662 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NO REV. RECOGNIZED | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $413,107 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE CAN ALSO OWN, HOLD OR ACCEPT CONTRIBUTIONS OR DONATIONS OF ARTIFACTS, DOCUMENTS AND OTHER CULTURAL OBJECTS, AS WOULD A MUSEUM OR LIBRARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY WAS FOUNDED IN 1994 BY RICHARD GILDER AND LEWIS E. LEHRMAN, VISIONARIES AND LIFELONG SUPPORTERS OF AMERICAN HISTORY EDUCATION. THE INSTITUTE IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO K12 HISTORY EDUCATION WHILE ALSO SERVING THE GENERAL PUBLIC. ITS MISSION IS TO PROMOTE THE KNOWLEDGE AND UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS AND RESOURCES. AT THE INSTITUTE'S CORE IS THE GILDER LEHRMAN COLLECTION, ONE OF THE GREAT ARCHIVES IN AMERICAN HISTORY. DRAWING ON THE 86,000 DOCUMENTS IN THE GILDER LEHRMAN COLLECTION AND AN EXTENSIVE NETWORK OF EMINENT HISTORIANS, THE INSTITUTE PROVIDES TEACHERS, STUDENTS, AND THE GENERAL PUBLIC WITH DIRECT ACCESS TO UNIQUE PRIMARY SOURCE MATERIALS. AS A 501(C)(3) NONPROFIT PUBLIC CHARITY, THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY IS SUPPORTED THROUGH THE GENEROSITY OF INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS. THE INSTITUTE'S PROGRAMS HAVE BEEN RECOGNIZED BY AWARDS FROM THE WHITE HOUSE, THE NATIONAL ENDOWMENT FOR THE HUMANITIES, THE ORGANIZATION OF AMERICAN HISTORIANS, THE COUNCIL OF INDEPENDENT COLLEGES, AND THE DAUGHTERS OF THE AMERICAN REVOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 2 | GILDER LEHRMAN INSTITUTE MAINTAINS AN ACCOUNT AT GILDER GAGNON HOWE & CO LLC (GGH). SHAIZA RIZAVI AND MICHAEL MCCORMICK, TRUSTEES OF GLI, ARE MEMBERS OF GGH, WHO ALSO WORK ALONGSIDE PAT DUFF. THOMAS LEHRMAN AND LEWIS LEHRMAN ARE FATHER AND SON, BOTH OF WHOM SERVE IN VARIOUS CAPACITIES FOR FAMILY ENTITIES, NONE OF WHICH DO BUSINESS WITH GLIAH. MICHAEL MCCORMICK HAS SEVERAL CLIENTS WHO ARE BOARD MEMBERS. JOHN BRITTON AND THOMAS LEHRMAN ENGAGED IN A BUSINESS TRANSACTION. ALYSHA BUTLER DOES EDUCATIONAL CONSULTING FOR GLI FOR WHICH SHE RECEIVES A MODEST HONORARIUM. BOB DAUM AND JOHN NAU SERVE TOGETHER ON ANOTHER BOARD RELATED TO AMERICAN HISTORY. ANDREW BANKS HAS A BUSINESS RELATIONSHIP WITH A COMPANY ON WHICH JAMES BASKER SITS ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS FIRST REVIEWED BY COO, THEN A FINAL DRAFT IS SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE 990 IS AVAILABLE ON THE INSTITUTE'S WEBSITE FOR ALL BOARD MEMBERS TO ACCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS COMPLETED BY TRUSTEES ON AN ANNUAL BASIS AND REVIEWED BY THE EXECUTIVE MANAGEMENT OF THE INSTITUTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT & CEO COMPENSATION IS APPROVED BY BOARD OF TRUSTEES. TOP MANAGEMENT SALARIES ARE APPROVED BY PRESIDENT & CEO USING COMPARISON DATA OF SIMILAR SIZED ORGANIZATIONS. COMPARABILITY DATA IS COLLECTED FROM INDEPENDENT SOURCES PRIOR TO APPROVAL BY PRESIDENT & CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S AUDITED FINANCIALS AND FORM 990S ARE AVAILABLE ON ITS WEBSITE. OTHER DOCUMENTS WOULD BE FURNISHED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,191,154. MANAGEMENT AND GENERAL EXPENSES 30,992. FUNDRAISING EXPENSES 46,426. TOTAL EXPENSES 1,268,572. |
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