2023-05-15T08:39:47-05:00 2022-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2021-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY GILD 6463669666 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 KATE R SMITH CFO 6463669666 2023-05-12 1 KATE SMITH 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KATE R SMITH 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 12951984 0 X WWW.GILDERLEHRMAN.ORG X 1994 NY PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES. 36 35 81 35 0 0 5539014 6702184 2055002 1972848 1137700 1823413 261827 69922 8993543 10568367 361217 1016052 0 0 4052424 4283177 30000 51000 625313 3675702 3741981 8119343 9092210 874200 1476157 67600972 60727223 994112 1138190 66606860 59589033 X SEE SCHEDULE O 0 0 2524024 75250 2106367 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. 2271964 609520 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. 864490 5000 39538 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. 1457027 326282 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. 1457027 326282 7117505 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 299 0 1 81 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 35 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AZ CA CA CT DC DE FL IA IL KS LA MA MI NJ NY OK OR PA RI SC TX UT VA WI X X X KATE R SMITH 6463669666 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 JAMES G BASKER PRESIDENT & CEO 40.00 X X 258683 0 4753 DANIEL P JORDAN SECRETARY 1.00 X X 0 0 0 VICTORIA PHILLIPS ANDERSON TRUSTEE 1.00 X 0 0 0 ED AYERS TRUSTEE 1.00 X 0 0 0 S ANDREW BANKS TRUSTEE 1.00 X 0 0 0 NAZEE BATMANGHELIDJ TRUSTEE 1.00 X 0 0 0 JOHN BRITTON TRUSTEE 1.00 X 0 0 0 ALYSHA BUTLER TRUSTEE 1.00 X 0 0 0 ROBERT DAUM TRUSTEE 1.00 X 0 0 0 JOSEPH DIMENNA TRUSTEE 1.00 X 0 0 0 PATRICK DUFF TRUSTEE 1.00 X 0 0 0 HENRY LOUIS GATES JR TRUSTEE 1.00 X 0 0 0 REGINA GANNON TRUSTEE 1.00 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 1.00 X 0 0 0 BRUCE GORDON TRUSTEE 1.00 X 0 0 0 ALLEN GUEZLO TRUSTEE 1.00 X 0 0 0 ELIZABETH HERBST-BRADY TRUSTEE 1.00 X 0 0 0 THOMAS HIRSCHFELD TRUSTEE 1.00 X 0 0 0 REV PHILLIP A JACKSON TRUSTEE 1.00 X 0 0 0 ALAN JONES TRUSTEE 1.00 X 0 0 0 GLADSTONE JONES TRUSTEE 1.00 X 0 0 0 LEWIS E LEHRMAN TRUSTEE 1.00 X 0 0 0 THOMAS LEHRMAN TRUSTEE 1.00 X 0 0 0 MICHAEL MCCORMICK TRUSTEE 1.00 X 0 0 0 LUZ A MIRANDA TRUSTEE 1.00 X 0 0 0 JOHN L NAU III TRUSTEE 1.00 X 0 0 0 ROBERT NIEHAUS TRUSTEE 1.00 X 0 0 0 RUSSELL PENNOYER TRUSTEE 1.00 X 0 0 0 BILL POORVU TRUSTEE 1.00 X 0 0 0 SHAIZA RIZAVI TRUSTEE 1.00 X 0 0 0 MARY CASLIN ROSS TRUSTEE 1.00 X 0 0 0 MARK SHAFIR TRUSTEE 1.00 X 0 0 0 DEBBIE STAPLETON TRUSTEE 1.00 X 0 0 0 VALERIE ROCKEFELLER TRUSTEE 1.00 X 0 0 0 JANICE UGAKI TRUSTEE 1.00 X 0 0 0 CURT VIEBRANZ TRUSTEE 1.00 X 0 0 0 KATHRINE MOTT COO 40.00 X 204698 0 22040 TIM BAILEY DIR. OF CURRICULUM DEV. & INSTRUCTIONAL DESIGN 40.00 X 165974 0 31784 SANDRA TRENHOLM DIR. & CURATOR OF GILDER LEHRMAN COLLECTION 40.00 X 113073 0 34902 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 40.00 X 165610 0 6986 908038 0 100465 5 0 1 0 0 2520507 4181677 448764 6702184 EDUCATIONAL SERVICES 900099 1972848 1972848 1972848 1497142 1497142 37859 37859 2520123 2193852 326271 326271 326271 17298 2520507 184066 -166768 -166768 178756 5699 173057 173057 OTHER INCOME 900099 25774 25774 25774 10568367 2145905 0 1720278 X 652802 652802 363250 363250 486409 373586 64901 47922 2869333 2203790 382853 282690 101941 78296 13602 10043 609804 468359 81366 60079 215690 165661 28779 21250 25913 25913 19400 19400 51000 51000 94280 94280 1571032 1520543 6371 44118 355649 273447 13259 68943 264096 264096 223030 221039 31 1960 119662 119662 133991 37108 96883 COMMUNICATIONS 374951 270740 90573 13638 EDU. RES./ HIST. DOC 348006 323831 2029 22146 PURCHASE OF HISTORICAL 132742 132742 EQUIPMENT 72321 28827 42720 774 6908 3484 2674 750 9092210 7117505 1349392 625313 1329083 2216376 11094996 9133093 11029297 3101728 481635 955804 155890 215041 1025957 636011 439203 389946 43006852 44651219 64016 64016 67600972 60727223 251771 395267 2124 2706 740217 740217 994112 1138190 X 53535869 50741003 13070991 8848030 66606860 59589033 67600972 60727223 1476157 -8493984 0 X 0 1 X 1 0 X 23003175 12736051 12724493 5539014 6702184 60704917 23003175 12736051 12724493 5539014 6702184 60704917 10966994 49737923 533397 1009700 941779 862883 1535001 4882760 13444 21078 7522 102542 25774 170360 65758037 9354001 0.75640 0.75570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 13,444. 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. 2020 AMOUNT: $ 102,542. 2021 AMOUNT: $ 25,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 SCHOOLS 0 47806444 11826046 7205437 52427053 43789822 6783419 2766797 47806444 41059669 14690581 11960428 43789822 37651237 14243684 10835252 41059669 26489901 21460368 10299032 37651237 0.76352 0.23648 0 0 413278 185971 227307 437202 283128 154074 175477 166912 8565 389946 PAYCHECK PROTECTION PROGRAM LOAN PAYABLE 740217 740217 2164168 -8493984 184065 -8309919 10474087 94280 94280 10568367 9181995 184065 184065 8997930 94280 94280 9092210 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. X X X X X X X 1 BLB CONSULTING AND EVENTS LLC 576 FIFTH AVENUE SUITE 903 NEW YORK NY 10036 FUNDRAISING CONSULTANT 0 2537805 51000 2486805 2537805 51000 2486805 AZ CA CO CT DC DE FL IA IL KS LA MA MI NJ NY OK OR PA RI SC TX UT VA WI GALA 2537805 2520507 17298 79015 31342 73709 2537805 2520507 17298 79015 31342 73709 184066 -166768 1 MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 66612 0 FMV GEORGE WASHINGTON PRIZE 1 2021 MILITARY HISTORY PRIZE 1 50000 FMV GRANTS AND PRIZES 2021 NATIONAL HISTORY TEACHER OF THE YEAR WINNER 1 10000 FMV GRANTS AND PRIZES 2021 LINCOLN PRIZE WINNER 1 50000 FMV GRANTS AND PRIZES DAVID MCCULLOUGH ESSAY CONTEST 1ST PRIZE 1 10000 FMV GRANTS AND PRIZES DAVID MCCULLOUGH ESSAY CONTEST 2ND PRIZE 1 5000 FMV GRANTS AND PRIZES (10) 2021 HAM4PROGRESS ESSAY CONTEST WINNERS AT $3,500 EACH 10 3500 FMV GRANTS AND PRIZES (10) 2022 AMD LESSON PLAN CONTEST WINNERS AT $500 EACH 10 5000 FMV GRANTS AND PRIZES (10) 2021 GLI SCHOLAR FELLOWSHIPS AT $3,000 EACH 10 30000 FMV GRANTS AND PRIZES (10) 2021 GLI COLLEGE FELLOWSHIPS AT $3,000 EACH 10 30000 FMV GRANTS AND PRIZES (10) 3RD PRIZE AWARDS AT $1,000 EACH 10 10000 FMV GRANTS AND PRIZES MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (3) AT $500 3 1500 FMV GRANTS AND PRIZES MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (2) AT $750 2 1500 FMV GRANTS AND PRIZES MA PROGRAM SCHOLARSHIPS FOR AFFILIATE SCHOOLS FOR 2021-2022 (19) AT $250 19 4750 FMV GRANTS AND PRIZES (96) FALL 2021, SPRING 2022 & SUMMER 2022 COURSES AT $500 EACH 96 48000 FMV GRANTS AND PRIZES (29) STIPENDS FOR PARTICIPANTS ATTENDING NEH MAKING OF AMERICA SEMINAR 28 AT $650 28 18200 FMV GRANTS AND PRIZES (29) STIPENDS FOR PARTICIPANTS ATTENDING NEH MAKING OF AMERICA SEMINAR 1 AT $1,300 1 1300 FMV GRANTS AND PRIZES (53) HISTORY TEACHER OF THE YEAR STATE AWARDS AT $1,000 EACH 53 53000 FMV GRANTS AND PRIZES PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 JAMES G BASKER PRESIDENT & CEO 258683 0 0 0 0 0 0 0 4753 0 263436 0 0 0 KATHRINE MOTT COO 204698 0 0 0 0 0 5800 0 16240 0 226738 0 0 0 TIM BAILEY DIR. OF CURRICULUM DEV. & INSTRUCTIO 165974 0 0 0 0 0 3456 0 28328 0 197758 0 0 0 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 165610 0 0 0 0 0 3322 0 3664 0 172596 0 0 0 X 15 448764 FMV 0 0 0 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.