GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202101379349303275
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T11:15:28-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133795391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILDER LEHRMAN INSTITUTEBusinessNameLine1Txt
Business Name Line2OF AMERICAN HISTORYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGILDBusinessNameControlTxt
Phone6463669666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 WEST 45TH STREET NO 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JAMES G BASKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6463669666PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J REILLYPreparerPersonNm
PTINP00183769PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR JAMES G BASKERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 WEST 45TH STREET NO 2ND FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,064,747GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GILDERLEHRMAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCESActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee73TotalEmployeeCnt
Total Volunteers36TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,736,051PYContributionsGrantsAmt
CY Contributions Grants$12,724,493CYContributionsGrantsAmt
PY Program Service Revenue$1,955,582PYProgramServiceRevenueAmt
CY Program Service Revenue$1,884,691CYProgramServiceRevenueAmt
PY Investment Income$1,439,755PYInvestmentIncomeAmt
CY Investment Income$1,099,999CYInvestmentIncomeAmt
PY Other Revenue-$22,601PYOtherRevenueAmt
CY Other Revenue$107,985CYOtherRevenueAmt
PY Total Revenue$16,108,787PYTotalRevenueAmt
CY Total Revenue$15,817,168CYTotalRevenueAmt
PY Grants And Similar Paid$549,798PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$408,459CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,071,451PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,052,012CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$51,200PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$40,952CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$617,032CYTotalFundraisingExpenseAmt
PY Other Expenses$9,649,142PYOtherExpensesAmt
CY Other Expenses$7,052,716CYOtherExpensesAmt
PY Total Expenses$14,321,591PYTotalExpensesAmt
CY Total Expenses$11,554,139CYTotalExpensesAmt
PY Revenues Less Expenses$1,787,196PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,263,029CYRevenuesLessExpensesAmt
Total Assets BOY$52,942,458TotalAssetsBOYAmt
Total Assets EOY$56,950,802TotalAssetsEOYAmt
Total Liabilities BOY$821,073TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,061,755TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$52,121,385NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$55,889,047NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,581,326ExpenseAmt
Grant$143,399GrantAmt
DescSTUDENT PROGRAMSSTUDENT PROGRAMS REACHED STUDENTS IN ALL FIFTY STATES AND OVER 78 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN GLI AFFILIATE SCHOOL PROGRAM WAS OVER 26,000, REACHING OVER 6.5 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE SHOW. THE PROGRAM SERVED 40,000 STUDENTS AND TEACHERS IN OVER 600 TITLE 1 SCHOOLS IN 13 DIFFERENT CITIES THIS YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,719,378ExpenseAmt
Revenue$1,961,696RevenueAmt
DescTEACHER PROFESSIONAL DEVELOPMENT AND PROGRAMS IN AMERICAN HISTORYTEACHER PROFESSIONAL DEVELOPMENT PROGRAMS REACHED TEACHERS IN ALL 50 STATES AND INCLUDE 31 SUMMER 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 3,000 TEACHERS WERE TRAINED THROUGH GLI PROFESSIONAL DEVELOPMENT ACTIVITIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$698,264ExpenseAmt
Grant$102,060GrantAmt
Revenue$20,412RevenueAmt
DescMUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCESTHE COLLECTION INCLUDES OVER 75,000 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. GLI HAS OVER 60 PUBLICATIONS IN CIRCULATION. TRAVELING EXHIBITION PANELS ON MAJOR TOPICS IN AMERICAN HISTORY, FROM THE FOUNDINGERA AND THE CIVIL WAR TO THE PROGRESSIVE ERA, WORLD WAR I, AND THE FREEDOM RIDES 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$493,436ExpenseAmt
Grant$163,000GrantAmt
Revenue$6,201RevenueAmt
DescOTHER PROGRAMS:NATIONAL HISTORY TEACHER OF THE YEAR AWARD PROGRAM, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH, AND SCHOLARLY FELLOWSHIP PROGRAM.IN SPRING 2020, IN RESPONSE TO THE COVID-19 HEALTH CRISIS, GILDER LEHRMAN LAUNCHED A NUMBER OF NEW DIGITAL PROGRAMS FOR TEACHERS, STUDENTS, AND THE GENERAL PUBLIC. IN APRIL 2020, DUE TO THE CLOSING OF THE COLLECTION TO VISITORS, THE INSTITUTE CREATED THE ONLINE PROGRAM INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, WHICH HAS NOW SERVED MORE THAN 21,000 TEACHERS, STUDENTS, SCHOLARS, AND OTHER LOVERS OF HISTORY. GILDER LEHRMAN HISTORY SCHOOL, AN ONLINE PROGRAM, ANSWERED THE NEED FOR HISTORY EDUCATION THAT STARTED WHEN SCHOOLS WERE FIRST CLOSED IN MARCH OF 2020. THE GILDER LEHRMAN HISTORY SCHOOL BEGAN WITH POP-UP COURSES STARTING ON APRIL 27. ONE OF THE INSTITUTE'S NEW, EXCITING, AND ENGAGING PROGRAMS FOR THE GENERAL PUBLIC IS BOOK BREAKS. EVERY SUNDAY, BEGINNING ON MAY 10 WITH ERIC FONER, RENOWNED HISTORIANS AND AUTHORS WERE INTERVIEWED ABOUT THEIR NEW OR OTHERWISE CORNERSTONE PUBLICATIONS. WITH THE LAUNCH OF THE HAMILTON EDUCATION PROGRAM ONLINE ALREADY PLANNED FOR FALL 2020, THE INSTITUTE QUICKLY CREATED HAMILTON AT HOME IN SPRING 2020, OFFERING THE RESOURCES OF EDUHAM ONLINE TO FAMILIES AT HOME WITH EAGER STUDENTS OF HAMILTON AND HISTORY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$493,436TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$163,000TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$6,201TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,492,404TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document335IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee73EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKATE R SMITHPersonNm
Phone6463669666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 WEST 45TH STREET 2ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHRISTINE KANG
CHIEF OPERATING OFFICER40.00Yes (X)$137,249$0$40,035
SUSAN ZUCKERMAN
DIRECTOR OF DEVELOPMENT40.00$159,953$0$18,025Yes (X)
TIMOTHY R BAILEY
DIRECTOR OF EDUCATION40.00$159,293$0$40,435Yes (X)
KATIE DRUCKER
DIRECTOR OF EVALUATION40.00$131,293$0$23,914Yes (X)
DR JAMES G BASKER
PRESIDENT19.00Yes (X)$123,500$0$919Yes (X)
SANDRA TRENHOLM
CURATOR AND DIRECTOR40.00$105,226$0$39,819Yes (X)
LEWIS E LEHRMAN
CO-CHAIR & EXECUTIVE V.P.1.00Yes (X)$0$0$0Yes (X)
RICHARD GILDER 1932-2020
CO-CHAIR, E.V.P. & TREASURER1.00Yes (X)$0$0$0Yes (X)
DANIEL P JORDAN
SECRETARY1.00Yes (X)$0$0$0Yes (X)
ALLEN C GUELZO
TRUSTEE1.00$0$0$0Yes (X)
ANNETTE GORDON-REED
TRUSTEE1.00$0$0$0Yes (X)
DAVID MCCULLOUGH
TRUSTEE1.00$0$0$0Yes (X)
DEBBIE STAPLETON
TRUSTEE1.00$0$0$0Yes (X)
EDWARD L AYERS
TRUSTEE1.00$0$0$0Yes (X)
GLADSTONE JONES III
TRUSTEE1.00$0$0$0Yes (X)
HENRY LOUIS GATES JR
TRUSTEE1.00$0$0$0Yes (X)
JOHN BRITTON II
TRUSTEE1.00$0$0$0Yes (X)
JOHN L NAU III
TRUSTEE1.00$0$0$0Yes (X)
JOSEPH DIMENNA
TRUSTEE1.00$0$0$0Yes (X)
JULIAN H ROBERTSON JR
TRUSTEE1.00$0$0$0Yes (X)
LUZ A TOWNS-MIRANDA
TRUSTEE1.00$0$0$0Yes (X)
MARY CASLIN ROSS
TRUSTEE1.00$0$0$0Yes (X)
MARK SHAFIR
TRUSTEE1.00$0$0$0Yes (X)
PATRICK DUFF
TRUSTEE1.00$0$0$0Yes (X)
REGINA GANNON
TRUSTEE1.00$0$0$0Yes (X)
ROBERT DAUM
TRUSTEE1.00$0$0$0Yes (X)
ROBERT H NIEHAUS
TRUSTEE1.00$0$0$0Yes (X)
RUSSELL P PENNOYER
TRUSTEE1.00$0$0$0Yes (X)
S ANDREW BANKS
TRUSTEE1.00$0$0$0Yes (X)
SHAIZA RIZAVI
TRUSTEE1.00$0$0$0Yes (X)
THOMAS HIRSCHFELD
TRUSTEE1.00$0$0$0Yes (X)
THOMAS LEHRMAN
TRUSTEE1.00$0$0$0Yes (X)
VALERIE ROCKEFELLER
TRUSTEE1.00$0$0$0Yes (X)
VICTORIA PHILLIPS ANDERSON
TRUSTEE1.00$0$0$0Yes (X)
ALYSHA BUTLER
TRUSTEE1.00$0$0$0Yes (X)
MICHAEL MCCORMICK
TRUSTEE1.00$0$0$0Yes (X)
CAROLYN KATZ
FORMER TRUSTEE1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$816,514TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$163,147TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$1,269,509FundraisingAmt
Government Grants$171,041GovernmentGrantsAmt
All Other Contributions$11,283,943AllOtherContributionsAmt
Noncash Contributions$528,024NoncashContributionsAmt
Total Contributions$12,724,493TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEDUCATIONAL SERVICESDesc
Business900099BusinessCd
Total Revenue Column$1,884,691TotalRevenueColumnAmt
Related Or Exempt Func Income$1,884,691RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,884,691TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$897,629TotalRevenueColumnAmt
Exclusion$897,629ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,150TotalRevenueColumnAmt
Exclusion$44,150ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,402,646SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,200,276SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$202,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$202,370TotalRevenueColumnAmt
Exclusion$202,370ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,269,509ContriRptFundraisingEventAmt
Fundraising Direct Expenses$47,303FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$47,303TotalRevenueColumnAmt
Exclusion-$47,303ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$103,618GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,618TotalRevenueColumnAmt
Related Or Exempt Func Income$103,618RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$7,520TotalRevenueColumnAmt
Related Or Exempt Func Income$7,520RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,520OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,817,168TotalRevenueColumnAmt
Related Or Exempt Func Income$1,995,829RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,096,846ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$227,459TotalAmt
Program Services$227,459ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$131,000TotalAmt
Program Services$131,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Program Services$50,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$192,240TotalAmt
Program Services$134,695ProgramServicesAmt
Management And General$34,328ManagementAndGeneralAmt
Fundraising$23,217FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,947,613TotalAmt
Program Services$2,065,275ProgramServicesAmt
Management And General$526,355ManagementAndGeneralAmt
Fundraising$355,983FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$54,999TotalAmt
Program Services$38,536ProgramServicesAmt
Management And General$9,821ManagementAndGeneralAmt
Fundraising$6,642FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$612,668TotalAmt
Program Services$429,274ProgramServicesAmt
Management And General$109,410ManagementAndGeneralAmt
Fundraising$73,984FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$244,492TotalAmt
Program Services$171,306ProgramServicesAmt
Management And General$43,659ManagementAndGeneralAmt
Fundraising$29,527FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,411TotalAmt
Management And General$20,411ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,539TotalAmt
Management And General$19,539ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$40,952TotalAmt
Fundraising$40,952FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$67,689TotalAmt
Management And General$67,689ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,346,751TotalAmt
Program Services$1,206,624ProgramServicesAmt
Management And General$60,161ManagementAndGeneralAmt
Fundraising$79,966FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$732,054TotalAmt
Program Services$697,159ProgramServicesAmt
Management And General$34,895ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$152,292TotalAmt
Program Services$102,232ProgramServicesAmt
Management And General$50,060ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$347,195TotalAmt
Program Services$104,749ProgramServicesAmt
Management And General$242,446ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$999,738TotalAmt
Program Services$984,144ProgramServicesAmt
Management And General$15,594ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$68,472TotalAmt
Management And General$68,472ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$87,280TotalAmt
Program Services$21,305ProgramServicesAmt
Management And General$65,975ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
HONORARIUMS$2,627,819$2,626,319$1,500
EDU. RES./ HIST. DOC$485,354$470,094$5,261$9,999
DUES & SUBSCRIPTIONS$52,614$32,233$20,381
EQUIPMENT$45,015$45,015

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$493TotalAmt
Management And General$493ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,554,139TotalAmt
Program Services$9,492,404ProgramServicesAmt
Management And General$1,444,703ManagementAndGeneralAmt
Fundraising$617,032FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,107,362BOYAmt
EOY$13,976,584EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,712,980BOYAmt
EOY$13,735,058EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$683,690BOYAmt
EOY$809,792EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$407,985BOYAmt
EOY$126,831EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$812,899LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$451,435LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$429,936BOYAmt
EOY$361,464EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,517,630BOYAmt
EOY$27,877,057EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,875BOYAmt
EOY$64,016EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,942,458BOYAmt
EOY$56,950,802EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$581,422BOYAmt
EOY$282,065EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$239,651BOYAmt
EOY$675EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$779,015EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$821,073BOYAmt
EOY$1,061,755EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,280,239BOYAmt
EOY$41,372,519EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,841,146BOYAmt
EOY$14,516,528EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,121,385BOYAmt
EOY$55,889,047EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,942,458BOYAmt
EOY$56,950,802EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,263,029ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$495,367NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,598,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,272,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,003,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,736,051CurrentTaxYearMinus1YearAmt
Current Tax Year$12,724,493CurrentTaxYearAmt
Total$65,334,984TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,598,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,272,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,003,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,736,051CurrentTaxYearMinus1YearAmt
Current Tax Year$12,724,493CurrentTaxYearAmt
Total$65,334,984TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,910,432SubstantialContributorsTotAmt
Public Support Total170$50,424,552PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$227,975CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$274,870CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$533,397CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,009,700CurrentTaxYearMinus1YearAmt
Current Tax Year$941,779CurrentTaxYearAmt
Total$2,987,721TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,458CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,078CurrentTaxYearMinus1YearAmt
Current Tax Year$7,522CurrentTaxYearAmt
Total$65,576TotalAmt
FieldValueIRS element (for citing)
Total Support$68,388,281TotalSupportAmt
Gross Receipts Rltd Activities$7,406,533GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73730PublicSupportCY170Pct
Public Support PY1700.74250PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2015 AMOUNT: $ 9,458. 2016 AMOUNT: $ 14,074. 2017 AMOUNT: $ 13,444. 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesK-12 SCHOOLSOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,059,669BeginningYearBalanceAmt
Contributions$10,398,196ContributionsAmt
Other Expenditures$11,817,001OtherExpendituresAmt
End Year Balance$39,640,864EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,651,237BeginningYearBalanceAmt
Contributions$14,243,684ContributionsAmt
Other Expenditures$10,835,252OtherExpendituresAmt
End Year Balance$41,059,669EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,489,901BeginningYearBalanceAmt
Contributions$21,460,368ContributionsAmt
Other Expenditures$10,299,032OtherExpendituresAmt
End Year Balance$37,651,237EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,235,547BeginningYearBalanceAmt
Contributions$11,300,374ContributionsAmt
Other Expenditures$7,046,020OtherExpendituresAmt
End Year Balance$26,489,901EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,307,806BeginningYearBalanceAmt
Contributions$2,764,975ContributionsAmt
Other Expenditures$5,837,234OtherExpendituresAmt
End Year Balance$22,235,547EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.63380BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.36620TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$413,278OtherCostOrOtherBasisAmt
Depreciation$103,306DepreciationAmt
Book Value$309,972BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$224,145OtherCostOrOtherBasisAmt
Depreciation$217,513DepreciationAmt
Book Value$6,632BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$175,476OtherCostOrOtherBasisAmt
Depreciation$130,616DepreciationAmt
Book Value$44,860BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$361,464TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYCHECK PROTECTION PROGRAM LOAN PAYABLEDesc
Amt$779,015Amt
FieldValueIRS element (for citing)
Total Liability$779,015TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$15,300,922TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$495,367NetUnrealizedGainsInvstAmt
Other Revenue$47,303OtherRevenueAmt
Revenue Not Reported-$448,064RevenueNotReportedAmt
Revenue Subtotal$15,748,986RevenueSubtotalAmt
Investment Expenses Not Incld$67,689InvestmentExpensesNotIncldAmt
Other Revenues Not Included$493OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$68,182RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,817,168TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,533,260TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$47,303OtherExpensesIncludedAmt
Expenses Not Reported$47,303ExpensesNotReportedAmt
Expenses Subtotal$11,485,957ExpensesSubtotalAmt
Investment Expenses Not Incld2$67,689InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$493OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$68,182ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,554,139TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE PRIMARILY 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 75,000 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 47,303.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FOREIGN TAXES PAID 493.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GROSS UP OF DIRECT SPECIAL EVENT 47,303.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FOREIGN TAXES PAID 493.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
UNITED KINGDOM00PROGRAM SERVICESTEACHER DEVELOPMENT$58,413
EUROPE00GRANTMAKING$50,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$108,413SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$108,413TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceFELLOWSHIPTypeOfAssistanceTxt
RegionEUROPERegionTxt
Recipient1RecipientCnt
Cash Grant$50,000CashGrantAmt
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE GILDER LEHRMAN INSTITUTE UK: HELD ONE TEACHER DEVELOPMENT SEMINAR IN THE SUMMER OF 2019. TOTAL EXPENSES: $58,412.92. PAID TO INDEPENDENT CONTRACTORS AND A UNIVERSITY. THE RECIPIENT OF THE GILDER LEHRMAN MILITARY BOOK PRIZE WAS A RESIDENT OF UK. THE PRIZE WAS FOR $50,000. NO FELLOWSHIPS WERE AWARDED IN FY 2020 DUE TO COVID.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLB CONSULTING AND EVENTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1576 FIFTH AVENUE SUITE 903AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTANTActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$1,269,510GrossReceiptsAmt
Retained By Contractor$40,952RetainedByContractorAmt
Net To Organization$1,228,558NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,269,510TotalGrossReceiptsAmt
Total Retained By Contractors$40,952TotalRetainedByContractorsAmt
Total Net To Organization$1,228,558TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesTNLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$1,269,509GrossReceiptsEvent1Amt
Charitable Contri Event1$1,269,509CharitableContriEvent1Amt
Entertainment Event1$3,750EntertainmentEvent1Amt
Other Direct Expenses Event1$43,553OtherDirectExpensesEvent1Amt
Gross Receipts Total$1,269,509GrossReceiptsTotalAmt
Charitable Contributions Tot$1,269,509CharitableContributionsTotAmt
Entertainment Total Events$3,750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$43,553OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$47,303DirectExpenseSummaryEventsAmt
Net Income Summary-$47,303NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN LIBRARY ASSOCIATION
50 EAST HURON STREETCHICAGOIL60611362166947501(C)(3)$80,060NEH REVISITING THE FOUNDING ERA WORK
FUND FOR PUBLIC SCHOOLS
52 CHAMBERS STREET ROOM 305NEW YORKNY10007PUBLIC SCHOOL - GOV$26,500RESOURCES FOR AMERICAN HISTORY PROGRAMS
MUSEUM OF THE CITY OF NEW YORK
1220 FIFTH AVENEW YORKNY10029131624098501(C)(3)$18,500SATURDAY ACADEMY GRANT
HEIGHTS HIGH SCHOOL
5301 N HILLSIDE STWICHITAKS67219PUBLIC SCHOOL - GOV$15,000SATURDAY ACADEMY GRANT
ANDOVER PUBLIC SCHOOL
1744 N ANDOVER RDANDOVERKS67002PUBLIC SCHOOL - GOV$15,000SATURDAY ACADEMY GRANT
ALL HALLOWS HIGH SCHOOL
111 EAST 164TH STBRONXNY10452PUBLIC SCHOOL - GOV$14,000HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT
NOTRE DAME SCHOOL
327 WEST 13TH STNEW YORKNY10014PUBLIC SCHOOL - GOV$12,401HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT
SALESIAN HIGH SCHOOL
148 MAIN STNEW ROCHELLENY10801PUBLIC SCHOOL - GOV$11,484HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT
NEW YORK HISTORICAL SOCIETY
2 WEST 77TH STNEW YORKNY10024131624124501(C)(3)$7,500SATURDAY ACADEMY GRANT
ACADEMY OF AMERICAN STUDIES
28-01 41ST AVE LONG ISLAND CITY NYLONG ISLAND CITYNY11101PUBLIC SCHOOL - GOV$5,014HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT11101
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
NATIONAL HTOY AWARD1$10,000
STATE HISTORY TEACHER OF YEAR AWARD53$53,000
ONLINE COURSE GRANTS24$18,000
GEORGE WASHINGTON BOOK PRIZE1$50,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationON 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

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRISTINE KANG
CHIEF OPERATING OFFICER$137,249$0$0$0$0$0$2,313$0$37,722$0$177,284$0$0$0
SUSAN ZUCKERMAN
DIRECTOR OF DEVELOPMENT$159,953$0$0$0$0$0$3,200$0$14,825$0$177,978$0$0$0
TIMOTHY R BAILEY
DIRECTOR OF EDUCATION$159,293$0$0$0$0$0$3,197$0$37,238$0$199,728$0$0$0
KATIE DRUCKER
DIRECTOR OF EVALUATION$131,293$0$0$0$0$0$2,671$0$21,243$0$155,207$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$528,024NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1THE 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 75,000 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, AND THE COUNCIL OF INDEPENDENT COLLEGES.
FORM 990, PART III, LINE 2IN SPRING 2020, IN RESPONSE TO THE COVID-19 HEALTH CRISIS, GILDER LEHRMAN LAUNCHED A NUMBER OF NEW DIGITAL PROGRAMS FOR TEACHERS, STUDENTS, AND THE GENERAL PUBLIC.
FORM 990, PART VI, SECTION A, LINE 2JAMES BASKER (PRESIDENT AND TRUSTEE) IS A PAID CONSULTANT TO THE GILDER FOUNDATION, WHICH IS DIRECTED BY RICHARD GILDER (TREASURER AND EXECUTIVE VP), AND WHICH DONATED $1.6M TO THE GILDER LEHRMAN INSTITUTE IN FISCAL YEAR 20. THIS RELATIONSHIP ENDED IN MAY 2020. RICHARD GILDER ENGAGED IN A BUSINESS TRANSACTION WITH LEWIS LEHRMAN. RICHARD GILDER AND SHAIZA RIZAVI ENGAGED IN A BUSINESS TRANSACTION. GILDER LEHRMAN INSTITUTE MAINTAINS AN ACCOUNT AT GILDER GAGNON HOWE & CO LLC (GGH). RICHARD GILDER AND SHAIZA RIZAVI, TRUSTEES OF GL, ARE MEMBERS OF GGH. 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. JULIAN ROBERTSON AND THOMAS LEHRMAN ARE ENGAGED IN A BUSINESS TRANSACTION. MARY ROSS AND RUSSELL PENNOYER ARE ENGAGED IN A BUSINESS TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 11BDR. 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 12CTHE 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 15WHEN HIRING THE CHIEF OPERATING OFFICER, THE INSTITUTE USED A RECRUITING FIRM, WHO 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 19THE 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 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 722,928. MANAGEMENT AND GENERAL EXPENSES 20,031. FUNDRAISING EXPENSES 47,909. TOTAL EXPENSES 790,868. WRITERS, ARCHIVISTS AND EDITORS: PROGRAM SERVICE EXPENSES 147,530. MANAGEMENT AND GENERAL EXPENSES 12,240. FUNDRAISING EXPENSES 9,778. TOTAL EXPENSES 169,548. CONSULTANTS: PROGRAM SERVICE EXPENSES 120,168. MANAGEMENT AND GENERAL EXPENSES 9,970. FUNDRAISING EXPENSES 7,964. TOTAL EXPENSES 138,102. STAFFING: PROGRAM SERVICE EXPENSES 112,200. MANAGEMENT AND GENERAL EXPENSES 9,309. FUNDRAISING EXPENSES 7,436. TOTAL EXPENSES 128,945. MULTIMEDIA TECHNICAL WORK: PROGRAM SERVICE EXPENSES 103,798. MANAGEMENT AND GENERAL EXPENSES 8,611. FUNDRAISING EXPENSES 6,879. TOTAL EXPENSES 119,288.

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