GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349302658
- Schema version
- 2021v4.2
- 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 | 2023-05-15T08:39:47-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2023-05-12 | 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 |
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 | 2021 | 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 | $12,951,984 | 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 | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,539,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,702,184 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,055,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,972,848 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,137,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,823,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $261,827 | PYOtherRevenueAmt |
| CY Other Revenue | $69,922 | CYOtherRevenueAmt |
| PY Total Revenue | $8,993,543 | PYTotalRevenueAmt |
| CY Total Revenue | $10,568,367 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $361,217 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,016,052 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,052,424 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,283,177 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $51,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $625,313 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,675,702 | PYOtherExpensesAmt |
| CY Other Expenses | $3,741,981 | CYOtherExpensesAmt |
| PY Total Expenses | $8,119,343 | PYTotalExpensesAmt |
| CY Total Expenses | $9,092,210 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $874,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,476,157 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,600,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,727,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $994,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,138,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,606,860 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,589,033 | 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 | $2,524,024 | ExpenseAmt |
| Grant | $75,250 | GrantAmt |
| Revenue | $2,106,367 | RevenueAmt |
| Desc | TEACHER PROFESSIONAL DEVELOPMENT AND PROGRAMS IN AMERICAN HISTORYTEACHER PROFESSIONAL DEVELOPMENT PROGRAMS HAVE REACHED TEACHERS IN ALL 50 STATES AND INCLUDE 21 ONLINE TEACHER SEMINARS. THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY AND PACE UNIVERSITY HAVE PARTNERED TO OFFER AN AFFORDABLE, FULLY ONLINE MASTER'S DEGREE PROGRAM, LED BY RENOWNED, AWARD-WINNING HISTORIANS. STAFF DEVELOPMENT WORKSHOPS WERE CONDUCTED IN SCHOOL DISTRICTS ACROSS THE COUNTRY. MORE THAN 20,000 CERTIFICATES FOR PD WERE ISSUED THROUGH GLI PROFESSIONAL DEVELOPMENT ACTIVITIES THIS YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,271,964 | ExpenseAmt |
| Grant | $609,520 | GrantAmt |
| Desc | STUDENT PROGRAMS:STUDENT PROGRAMS REACHED STUDENTS IN ALL FIFTY STATES AND OVER 90 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN GLI AFFILIATE SCHOOL PROGRAM WAS OVER 32,500, REACHING OVER 10.7 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE SHOW. EDUHAM ONLINE AND EDUHAM AT HOME PROGRAMS HAD PARTICIPATION FROM OVER 200,000 STUDENTS. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD OVER ONE MILLION UNIQUE VISITORS. IN RESPONSE TO LEARNING GAP IN SCHOOLS DURING PANDEMIC, THE INSTITUTE ALSO STARTED ONLINE AMERICAN HISTORY COURSES CALLED HISTORY SCHOOL, IN WHICH 6,500 STUDENTS PARTICIPATED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $864,490 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $39,538 | RevenueAmt |
| Desc | MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCESTHE COLLECTION INCLUDES OVER 85,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% ARE DIGITIZED AND 20% OF WHICH ARE AVAILABLE ON THE GLI WEBSITE. DOCUMENTS ARE SEARCHABLE NOT ONLY BY KEYWORDS BUT ERA OF HISTORY. TRAVELING EXHIBITION PANELS ON MAJOR TOPICS IN AMERICAN HISTORY ARE IN CIRCULATION AND VISITED STATES ACROSS THE COUNTRY. GILDER LEHRMAN COLLECTION'S PRIMARY SOURCES ARE ALSO ON DISPLAY IN PHYSICAL EXHIBITION SPACES AT THE N-YHS, MT. VERNON, GETTYSBURG AND NATIONAL CONSTITUTION CENTER. IN 2020, THE INSTITUTE STARTED AN ONLINE PROGRAM CALLED INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, WHICH HAS NOW SERVED MORE THAN 7,000 TEACHERS, STUDENTS, SCHOLARS AND LOVERS OF HISTORY. THE INSTITUTE'S WEBSITE WWW.GILDERLEHRMAN.ORG HAS OVER 3M UNIQUE VISITORS PER YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,457,027 | ExpenseAmt |
| Grant | $326,282 | GrantAmt |
| 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 | $1,457,027 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $326,282 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,117,505 | 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 | 0 | 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 | 299 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 81 | 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 | 0 | NondeductibleContributionsInd |
| 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | 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 | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | 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 | 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 | 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 | KATE R 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 (40 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) | $258,683 | $0 | $4,753 | |
| DANIEL P JORDAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICTORIA PHILLIPS ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ED AYERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S ANDREW BANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAZEE BATMANGHELIDJ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BRITTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALYSHA BUTLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DAUM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DIMENNA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DUFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY LOUIS GATES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA GANNON | |||||||
| 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 GUEZLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HERBST-BRADY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HIRSCHFELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV PHILLIP A JACKSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLADSTONE JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEWIS E LEHRMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LEHRMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCCORMICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUZ A MIRANDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L NAU III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NIEHAUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL PENNOYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL POORVU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAIZA RIZAVI | |||||||
| 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 | ||
| DEBBIE STAPLETON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE ROCKEFELLER | |||||||
| 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 | ||
| KATHRINE MOTT | |||||||
| COO | 40.00 | Yes (X) | $204,698 | $0 | $22,040 | ||
| TIM BAILEY | |||||||
| DIR. OF CURRICULUM DEV. & INSTRUCTIONAL DESIGN | 40.00 | $165,974 | $0 | $31,784 | Yes (X) | ||
| SANDRA TRENHOLM | |||||||
| DIR. & CURATOR OF GILDER LEHRMAN COLLECTION | 40.00 | $113,073 | $0 | $34,902 | Yes (X) | ||
| SUSAN ZUCKERMAN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $165,610 | $0 | $6,986 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $908,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,520,507 | FundraisingAmt |
| All Other Contributions | $4,181,677 | AllOtherContributionsAmt |
| Noncash Contributions | $448,764 | NoncashContributionsAmt |
| Total Contributions | $6,702,184 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,972,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,972,848 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,972,848 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,497,142 | TotalRevenueColumnAmt |
| Exclusion | $1,497,142 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,859 | TotalRevenueColumnAmt |
| Exclusion | $37,859 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,520,123 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,193,852 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $326,271 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $326,271 | TotalRevenueColumnAmt |
| Exclusion | $326,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,298 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,520,507 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $184,066 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$166,768 | TotalRevenueColumnAmt |
| Exclusion | -$166,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $178,756 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,699 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,057 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,774 | TotalRevenueColumnAmt |
| Exclusion | $25,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,774 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,568,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,145,905 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,720,278 | 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 | $652,802 | TotalAmt |
| Program Services | $652,802 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,250 | TotalAmt |
| Program Services | $363,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,409 | TotalAmt |
| Program Services | $373,586 | ProgramServicesAmt |
| Management And General | $64,901 | ManagementAndGeneralAmt |
| Fundraising | $47,922 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,869,333 | TotalAmt |
| Program Services | $2,203,790 | ProgramServicesAmt |
| Management And General | $382,853 | ManagementAndGeneralAmt |
| Fundraising | $282,690 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,941 | TotalAmt |
| Program Services | $78,296 | ProgramServicesAmt |
| Management And General | $13,602 | ManagementAndGeneralAmt |
| Fundraising | $10,043 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,804 | TotalAmt |
| Program Services | $468,359 | ProgramServicesAmt |
| Management And General | $81,366 | ManagementAndGeneralAmt |
| Fundraising | $60,079 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,690 | TotalAmt |
| Program Services | $165,661 | ProgramServicesAmt |
| Management And General | $28,779 | ManagementAndGeneralAmt |
| Fundraising | $21,250 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,913 | TotalAmt |
| Management And General | $25,913 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,400 | TotalAmt |
| Management And General | $19,400 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
| Fundraising | $51,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,280 | TotalAmt |
| Management And General | $94,280 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,032 | TotalAmt |
| Program Services | $1,520,543 | ProgramServicesAmt |
| Management And General | $6,371 | ManagementAndGeneralAmt |
| Fundraising | $44,118 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,649 | TotalAmt |
| Program Services | $273,447 | ProgramServicesAmt |
| Management And General | $13,259 | ManagementAndGeneralAmt |
| Fundraising | $68,943 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,096 | TotalAmt |
| Management And General | $264,096 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,030 | TotalAmt |
| Program Services | $221,039 | ProgramServicesAmt |
| Management And General | $31 | ManagementAndGeneralAmt |
| Fundraising | $1,960 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,662 | TotalAmt |
| Management And General | $119,662 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,991 | TotalAmt |
| Program Services | $37,108 | ProgramServicesAmt |
| Management And General | $96,883 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $374,951 | $270,740 | $90,573 | $13,638 |
| EDU. RES./ HIST. DOC | $348,006 | $323,831 | $2,029 | $22,146 |
| PURCHASE OF HISTORICAL | $132,742 | $132,742 | ||
| EQUIPMENT | $72,321 | $28,827 | $42,720 | $774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,908 | TotalAmt |
| Program Services | $3,484 | ProgramServicesAmt |
| Management And General | $2,674 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,092,210 | TotalAmt |
| Program Services | $7,117,505 | ProgramServicesAmt |
| Management And General | $1,349,392 | ManagementAndGeneralAmt |
| Fundraising | $625,313 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,083 | BOYAmt |
| EOY | $2,216,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,094,996 | BOYAmt |
| EOY | $9,133,093 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,029,297 | BOYAmt |
| EOY | $3,101,728 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,635 | BOYAmt |
| EOY | $955,804 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,890 | BOYAmt |
| EOY | $215,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,025,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $636,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,203 | BOYAmt |
| EOY | $389,946 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,006,852 | BOYAmt |
| EOY | $44,651,219 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,016 | BOYAmt |
| EOY | $64,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,600,972 | BOYAmt |
| EOY | $60,727,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,771 | BOYAmt |
| EOY | $395,267 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,124 | BOYAmt |
| EOY | $2,706 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,217 | BOYAmt |
| EOY | $740,217 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,112 | BOYAmt |
| EOY | $1,138,190 | 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 | $53,535,869 | BOYAmt |
| EOY | $50,741,003 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,070,991 | BOYAmt |
| EOY | $8,848,030 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,606,860 | BOYAmt |
| EOY | $59,589,033 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,600,972 | BOYAmt |
| EOY | $60,727,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,476,157 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,493,984 | 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 | $23,003,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,736,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,724,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,539,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,702,184 | CurrentTaxYearAmt |
| Total | $60,704,917 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,003,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,736,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,724,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,539,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,702,184 | CurrentTaxYearAmt |
| Total | $60,704,917 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,966,994 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,737,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,009,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $941,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $862,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,535,001 | CurrentTaxYearAmt |
| Total | $4,882,760 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,774 | CurrentTaxYearAmt |
| Total | $170,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,758,037 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,354,001 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75570 | 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 - 2017 AMOUNT: $ 13,444. 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. 2020 AMOUNT: $ 102,542. 2021 AMOUNT: $ 25,774. | 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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,806,444 | BeginningYearBalanceAmt |
| Contributions | $11,826,046 | ContributionsAmt |
| Other Expenditures | $7,205,437 | OtherExpendituresAmt |
| End Year Balance | $52,427,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,489,901 | BeginningYearBalanceAmt |
| Contributions | $21,460,368 | ContributionsAmt |
| Other Expenditures | $10,299,032 | OtherExpendituresAmt |
| End Year Balance | $37,651,237 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76352 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.23648 | 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 | $185,971 | DepreciationAmt |
| Book Value | $227,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $283,128 | DepreciationAmt |
| Book Value | $154,074 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $166,912 | DepreciationAmt |
| Book Value | $8,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $389,946 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN PAYABLE | Desc |
| Amt | $740,217 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $740,217 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,164,168 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,493,984 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $184,065 | OtherRevenueAmt |
| Revenue Not Reported | -$8,309,919 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,474,087 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,280 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $94,280 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,568,367 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,181,995 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $184,065 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $184,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,997,930 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,280 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $94,280 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,092,210 | 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 85,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% ARE DIGITIZED AND 20% AVAILABLE ON THE GLI WEBSITE. |
| PART V, LINE 4: | THE GILDER LEHRMAN INSTITUTE HAS TWO BOARD-RESTRICTED ENDOWMENTS. THE FIRST IS TO FUND ITS EDUCATIONAL PROGRAMS AND THE SECOND IS FOR PURCHASE OF HISTORICAL DOCUMENTS AND CONSERVATION OF THE COLLECTION. THE TEMPORARILY RESTRICTED FUNDS ARE TO BE USED FOR AMERICAN HISTORY EDUCATION PROGRAMS THAT ARE TO OCCUR IN FUTURE FISCAL YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF DIRECT SPECIAL EVENT 184,065. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF DIRECT SPECIAL EVENT 184,065. |
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 | $2,537,805 | GrossReceiptsAmt |
| Retained By Contractor | $51,000 | RetainedByContractorAmt |
| Net To Organization | $2,486,805 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,537,805 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $51,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,486,805 | TotalNetToOrganizationAmt |
| 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 | IA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | 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 | $2,537,805 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,520,507 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,298 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $79,015 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $31,342 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $73,709 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $2,537,805 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,520,507 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,298 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $79,015 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,342 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $73,709 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $184,066 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$166,768 | 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 | MOUNT VERNON LADIES ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 110 | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 540564701 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $66,612 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GEORGE WASHINGTON PRIZE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (17 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| 2021 MILITARY HISTORY PRIZE | 1 | $50,000 | FMV | GRANTS AND PRIZES |
| 2021 NATIONAL HISTORY TEACHER OF THE YEAR WINNER | 1 | $10,000 | FMV | GRANTS AND PRIZES |
| 2021 LINCOLN PRIZE WINNER | 1 | $50,000 | FMV | GRANTS AND PRIZES |
| DAVID MCCULLOUGH ESSAY CONTEST 1ST PRIZE | 1 | $10,000 | FMV | GRANTS AND PRIZES |
| DAVID MCCULLOUGH ESSAY CONTEST 2ND PRIZE | 1 | $5,000 | FMV | GRANTS AND PRIZES |
| (10) 2021 HAM4PROGRESS ESSAY CONTEST WINNERS AT $3,500 EACH | 10 | $3,500 | FMV | GRANTS AND PRIZES |
| (10) 2022 AMD LESSON PLAN CONTEST WINNERS AT $500 EACH | 10 | $5,000 | FMV | GRANTS AND PRIZES |
| (10) 2021 GLI SCHOLAR FELLOWSHIPS AT $3,000 EACH | 10 | $30,000 | FMV | GRANTS AND PRIZES |
| (10) 2021 GLI COLLEGE FELLOWSHIPS AT $3,000 EACH | 10 | $30,000 | FMV | GRANTS AND PRIZES |
| (10) 3RD PRIZE AWARDS AT $1,000 EACH | 10 | $10,000 | FMV | GRANTS AND PRIZES |
| MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (3) AT $500 | 3 | $1,500 | FMV | GRANTS AND PRIZES |
| MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (2) AT $750 | 2 | $1,500 | FMV | GRANTS AND PRIZES |
| MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (19) AT $250 | 19 | $4,750 | FMV | GRANTS AND PRIZES |
| (96) FALL 2021, SPRING 2022 & SUMMER 2022 COURSES AT $500 EACH | 96 | $48,000 | FMV | GRANTS AND PRIZES |
| (29) STIPENDS FOR PARTICIPANTS ATTENDING NEH MAKING OF AMERICA SEMINAR 28 AT $650 | 28 | $18,200 | FMV | GRANTS AND PRIZES |
| (29) STIPENDS FOR PARTICIPANTS ATTENDING NEH MAKING OF AMERICA SEMINAR 1 AT $1,300 | 1 | $1,300 | FMV | GRANTS AND PRIZES |
| (53) HISTORY TEACHER OF THE YEAR STATE AWARDS AT $1,000 EACH | 53 | $53,000 | FMV | GRANTS AND PRIZES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ON SCHEDULE I, PART II, THE INSTITUTE GIVES GRANTS TO SCHOOLS AND ORGANIZATIONS TO RUN AMERICAN HISTORY PROGRAMS AND SATURDAY ACADEMIES OF AMERICAN HISTORY. STRONG OVERSIGHT IS EXERCISED BY PROVIDING WRITTEN GRANT LETTERS OUTLINING STANDARDIZED PROCEDURES, POLICIES AND OUTCOMES REQUIRED. OTHER MEASURES INCLUDE SITE VISITS, PROGRESS AND FINAL REPORTS FROM ORGANIZATION ON PERFORMANCE, STATISTICS AND FINANCE, AND IN SOME CASES, DOCUMENTATION VIA ACTUAL RECEIPTS OF FUNDS SPENT. A PROGRAM OFFICER IS ASSIGNED TO EACH ORGANIZATION AND COMMUNICATION IS MADE THROUGHOUT THE GRANT PERIOD. | ExplanationTxt |
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 | $258,683 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,753 | $0 | $263,436 | $0 | $0 | $0 |
| KATHRINE MOTT | ||||||||||||||
| COO | $204,698 | $0 | $0 | $0 | $0 | $0 | $5,800 | $0 | $16,240 | $0 | $226,738 | $0 | $0 | $0 |
| TIM BAILEY | ||||||||||||||
| DIR. OF CURRICULUM DEV. & INSTRUCTIO | $165,974 | $0 | $0 | $0 | $0 | $0 | $3,456 | $0 | $28,328 | $0 | $197,758 | $0 | $0 | $0 |
| SUSAN ZUCKERMAN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $165,610 | $0 | $0 | $0 | $0 | $0 | $3,322 | $0 | $3,664 | $0 | $172,596 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $448,764 | 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 |
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 85,000 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 NATIONAL DAUGHTERS OF THE AMERICAN REVOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 2 | VARIOUS TRUSTEES OF THE BOARD ARE ENGAGED IN A BUSINESS RELATIONSHIP. THOMAS LEHRMAN AND LEWIS LEHRMAN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | DR. JAMES G. BASKER (PRESIDENT AND TRUSTEE), AND KATHRINE MOTT (CHIEF OPERATING OFFICER) REVIEW THE FORM 990 BEFORE IT IS FILED. A COPY IS FURNISHED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| 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 | WHEN HIRING THE CHIEF OPERATING OFFICER, THE INSTITUTE USED A RECRUITING FIRM, WHICH PROVIDED COMPETITIVE SALARY RESEARCH TO LIKE-ORGANIZATIONS PRIOR TO DETERMINATIONS OF CHIEF OPERATING OFFICER'S SALARY. THE CHIEF OPERATING OFFICER'S COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,520,543. MANAGEMENT AND GENERAL EXPENSES 6,371. FUNDRAISING EXPENSES 44,118. TOTAL EXPENSES 1,571,032. |
Comments