2022-05-16T11:12:29-05:00 2021-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2020-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY GILD 6463669666 49 WEST 45TH STREET NO 2ND FL NEW YORK NY 10036 KATE R SMITH CFO 6463669666 2022-05-13 1 KATE SMITH 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATE R SMITH 49 WEST 45TH STREET NO 2ND FL NEW YORK NY 10036 10088658 0 X WWW.GILDERLEHRMAN.ORG X 1994 NY PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES. 32 31 58 32 0 0 12724493 5539014 1884691 2055002 1099999 1137700 107985 261827 15817168 8993543 408459 361217 0 0 4052012 4052424 40952 30000 512280 7052716 3675702 11554139 8119343 4263029 874200 56950802 67600972 1061755 994112 55889047 66606860 X SEE SCHEDULE O 0 0 2765033 10500 2184149 TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS IN AMERICAN HISTORY:TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS REACHED TEACHERS IN ALL 50 STATES AND INCLUDE 22 ONLINE TEACHER SEMINARS AND THROUGH A PARTNERSHIP WITH PACE UNIVERSITY, 13 ONLINE GRADUATE COURSES. STAFF DEVELOPMENT WORKSHOPS WERE CONDUCTED IN SCHOOL DISTRICTS ACROSS THE COUNTRY. MORE THAN 7,000 TEACHERS WERE TRAINED THROUGH GLI PROFESSIONAL DEVELOPMENT ACTIVITIES THIS YEAR. 1641173 72882 STUDENT PROGRAMS:STUDENT PROGRAMS REACHED STUDENTS IN ALL FIFTY STATES AND OVER 80 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN GLI AFFILIATE SCHOOL PROGRAM WAS OVER 30,000, REACHING OVER 8.8 MILLION STUDENTS. THE INSTITUTE PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE SHOW. DURING COVID, THE IN-PERSON PROGRAMMING WAS PUT ON PAUSE, AND EDUHAM ONLINE AND EDUHAM AT HOME PROGRAMS HAD PARTICIPATION FROM OVER 400,000 STUDENTS. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD OVER 1 MILLION UNIQUE VISITORS. IN RESPONSE TO LEARNING GAP DURING PANDEMIC, THE INSTITUTE ALSO STARTED AN ONLINE AMERICAN HISTORY SCHOOL, IN WHICH 5,500 STUDENTS PARTICIPATED. 897996 25400 37383 MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES:THE COLLECTION INCLUDES OVER 80,000 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 27,000 TEACHERS, STUDENTS, SCHOLARS AND LOVERS OF HISTORY. THE INSTITUTE'S WEBSITE WWW.GILDERLEHRMAN.ORG HAS OVER 3.5M UNIQUE VISITORS PER YEAR. 806857 252435 OTHER PROGRAMS. NATIONAL HISTORY TEACHER OF THE YEAR AWARD PROGRAM, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH, SCHOLARLY FELLOWSHIP PROGRAM AND BOOK BREAKS WEEKLY ONLINE PROGRAM. 806857 252435 6111059 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 1 292 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 31 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL CA CO DC DE GA IA IL KS LA MD MA MI MN MO NE NJ PA SC TX VA VT WI X X X KATE R SMITH 6463669666 49 WEST 45TH STREET NO 2ND FL NEW YORK NY 10036 JAMES G BASKER PRESIDENT 40.00 X X 215691 0 4753 KATHRINE MOTT COO 40.00 X 161807 0 22040 TIM BAILEY DIRECTOR OF CURRICULUM DEVELOPMENT & INSTRUCTIONAL 40.00 X 158068 0 29296 KATIE DRUCKER DIRECTOR OF EDUCATION & EVALUATION 40.00 X 144088 0 24253 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 40.00 X 160433 0 6986 SANDRA TRENHOLM DIRECTOR & CURATER OF GILDER LEHRMAN COLLECTION 40.00 X 108498 0 34903 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 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 LEWIS GATES 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 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 GLADSTONE JONES TRUSTEE 1.00 X 0 0 0 LEWIS E LEHRMAN CO-CHAIR 1.00 X X 0 0 0 THOMAS LEHRMAN TRUSTEE 1.00 X 0 0 0 DAVID MCCULLOUGH LIFE 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 948585 0 122231 6 0 1 0 0 934151 882584 3722279 815475 5539014 EDUCATIONAL SERVICES 900099 2055002 2055002 2055002 824154 824154 38729 38729 1357623 1044077 313546 313546 313546 0 934151 45974 -45974 -45974 171594 5064 166530 166530 OTHER INCOME 900099 102542 102542 102542 8993543 2221532 0 1232997 X 70357 70357 290860 290860 500149 350327 92518 57304 2689369 1883756 497480 308133 56611 39653 10472 6486 603966 423046 111722 69198 202329 141720 37427 23182 54883 50351 3369 1163 19376 17776 1189 411 30000 30000 81222 81222 2026659 1886819 126251 13589 258394 224602 33792 261559 24014 237545 1785 123 1662 64914 64914 68481 15692 52789 COMMUNICATIONS 334065 247784 86281 EDU. RES./ HIST. DOC 254300 245831 5655 2814 PURCHASE OF HISTORICAL 190433 190433 EQUIPMENT 52355 5935 46420 7276 1980 5296 8119343 6111059 1496004 512280 1329083 13976584 11094996 13735058 11029297 809792 481635 126831 155890 955552 516349 361464 439203 27877057 43006852 64016 64016 56950802 67600972 282065 251771 675 2124 779015 740217 1061755 994112 X 41372519 53535869 14516528 13070991 55889047 66606860 56950802 67600972 874200 9843613 0 X 0 1 X 1 0 X 12272591 23003175 12736051 12724493 5539014 66275324 12272591 23003175 12736051 12724493 5539014 66275324 13334247 52941077 274870 533397 1009700 941779 862883 3622629 14074 13444 21078 7522 102542 158660 70056613 8555315 0.75570 0.73730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 14,074. 2017 AMOUNT: $ 13,444. 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. 2020 AMOUNT: $ 102,542. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 SCHOOLS 0 43789822 6783419 2766797 47806444 41059669 14690581 11960428 43789822 37651237 14243684 10835252 41059669 26489901 21460368 10299032 37651237 22235547 11300374 7046020 26489901 0.70582 0.29418 0 0 413278 144641 268637 366797 221925 144872 175477 149783 25694 439203 PAYCHECK PROTECTION PROGRAM LOAN PAYABLE 740217 740217 18800479 9843613 45974 9889587 8910892 81222 1429 82651 8993543 8082666 45974 45974 8036692 81222 1429 82651 8119343 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 80,000 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 45,974. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID 1,429. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF DIRECT SPECIAL EVENT 45,974. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES PAID 1,429. 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 934151 30000 904151 934151 30000 904151 AK CA CO DC DE GA IA IL KS LA MD MA MI MN MS MT NJ PA SC TX VA WA WI FL IN NM NY NC OH OR TN GALA 934151 934151 4000 41974 934151 934151 4000 41974 45974 -45974 1 WICHITA HEIGHTS HIGH SCHOOL 5301 N HILLSIDE WICHITA KS 67219 PUBLIC SCHOOL - GOV 15000 FMV SATURDAY ACADEMY ANDOVER HIGH SCHOOL 1744 N ANDOVER ROAD ANDOVER KS 67002 PUBLIC SCHOOL - GOV 15000 FMV SATURDAY ACADEMY AMERICAN LIBRARY ASSOCIATION 225 N MICHIGAN AVE SUITE 1300 CHICAGO IL 60601 362166947 501(C)(3) 10000 FMV REVISITING THE FOUNDING ERA NEH LIBRARY PROGRAM MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 16667 FMV GW BOOK PRIZE 2 2 2020 MILITARY BOOK PRIZE WINNER 1 50000 FMV 2020 NATIONAL HISTORY TEACHER OF THE YEAR WINNER 1 10000 FMV DAVID MCCULLOUGH ESSAY CONTEST 1ST PRIZE 1 10000 FMV DAVID MCCULLOUGH ESSAY CONTEST 2ND PRIZE 1 5000 FMV ONLINE MA COURSE ENROLLMENT FEE 4 3000 FMV 2021 AMD LESSON PLAN CONTEST WINNERS 10 5000 FMV 2020 GLI FELLOWSHIPS 10 30000 FMV 3RD PRIZE AWARDS 10 10000 FMV FALL 2020 SCHOLARSHIP AFFILIATE SCHOOLS 9 6750 FMV GLI MA SCHOLARSHIPS SPRING '21 5 3750 FMV PACE FALL '20, SPRING '21, & SUMMER '21 TUITION REIMBURSEMENTS 14 9100 FMV HISTORY TEACHER OF THE YEAR STATE AWARDS 53 53000 FMV 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 215691 0 0 0 0 0 0 0 4753 0 220444 0 0 0 KATHRINE MOTT COO 161807 0 0 0 0 0 5800 0 16240 0 183847 0 0 0 TIM BAILEY DIRECTOR OF CURRICULUM DEVELOPMENT & 158068 0 0 0 0 0 3456 0 25840 0 187364 0 0 0 KATIE DRUCKER DIRECTOR OF EDUCATION & EVALUATION 144088 0 0 0 0 0 2829 0 21424 0 168341 0 0 0 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 160433 0 0 0 0 0 3322 0 3664 0 167419 0 0 0 X 22 815475 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 80,000 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 981,080. MANAGEMENT AND GENERAL EXPENSES 126,251. FUNDRAISING EXPENSES 13,589. TOTAL EXPENSES 1,120,920. WRITERS, ARCHIVISTS AND EDITORS: PROGRAM SERVICE EXPENSES 91,082. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,082. MULTIMEDIA TECHNICAL WORK: PROGRAM SERVICE EXPENSES 212,729. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,729. STAFFING: PROGRAM SERVICE EXPENSES 48,307. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,307. HISTORIANS/LEAD SCHOLARS/PROFS.: PROGRAM SERVICE EXPENSES 318,178. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,178. MASTER TEACHER: PROGRAM SERVICE EXPENSES 188,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,658. DESIGNERS: PROGRAM SERVICE EXPENSES 46,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,785.