2021-05-17T11:15:28-05:00 2020-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2019-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY GILD 6463669666 49 WEST 45TH STREET NO 2ND FL NEW YORK NY 10036 DR JAMES G BASKER PRESIDENT 6463669666 2021-05-12 1 JAMES J REILLY P00183769 2126617777 2019 2022-09-23 18:48:47Z DR JAMES G BASKER 49 WEST 45TH STREET NO 2ND FL NEW YORK NY 10036 21064747 0 X WWW.GILDERLEHRMAN.ORG X 1994 NY PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES 32 31 73 36 0 0 12736051 12724493 1955582 1884691 1439755 1099999 -22601 107985 16108787 15817168 549798 408459 0 0 4071451 4052012 51200 40952 617032 9649142 7052716 14321591 11554139 1787196 4263029 52942458 56950802 821073 1061755 52121385 55889047 X SEE SCHEDULE O 1 0 4581326 143399 STUDENT 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. 3719378 1961696 TEACHER 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. 698264 102060 20412 MUSEUM 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. 493436 163000 6201 OTHER 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. 493436 163000 6201 9492404 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 335 0 1 73 1 0 0 0 0 0 1 1 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 2ND FLOOR NEW YORK NY 10036 CHRISTINE KANG CHIEF OPERATING OFFICER 40.00 X 137249 0 40035 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 40.00 X 159953 0 18025 TIMOTHY R BAILEY DIRECTOR OF EDUCATION 40.00 X 159293 0 40435 KATIE DRUCKER DIRECTOR OF EVALUATION 40.00 X 131293 0 23914 DR JAMES G BASKER PRESIDENT 19.00 X X 123500 0 919 SANDRA TRENHOLM CURATOR AND DIRECTOR 40.00 X 105226 0 39819 LEWIS E LEHRMAN CO-CHAIR & EXECUTIVE V.P. 1.00 X X 0 0 0 RICHARD GILDER 1932-2020 CO-CHAIR, E.V.P. & TREASURER 1.00 X X 0 0 0 DANIEL P JORDAN SECRETARY 1.00 X X 0 0 0 ALLEN C GUELZO TRUSTEE 1.00 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 1.00 X 0 0 0 DAVID MCCULLOUGH TRUSTEE 1.00 X 0 0 0 DEBBIE STAPLETON TRUSTEE 1.00 X 0 0 0 EDWARD L AYERS TRUSTEE 1.00 X 0 0 0 GLADSTONE JONES III TRUSTEE 1.00 X 0 0 0 HENRY LOUIS GATES JR TRUSTEE 1.00 X 0 0 0 JOHN BRITTON II TRUSTEE 1.00 X 0 0 0 JOHN L NAU III TRUSTEE 1.00 X 0 0 0 JOSEPH DIMENNA TRUSTEE 1.00 X 0 0 0 JULIAN H ROBERTSON JR TRUSTEE 1.00 X 0 0 0 LUZ A TOWNS-MIRANDA 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 PATRICK DUFF TRUSTEE 1.00 X 0 0 0 REGINA GANNON TRUSTEE 1.00 X 0 0 0 ROBERT DAUM TRUSTEE 1.00 X 0 0 0 ROBERT H NIEHAUS TRUSTEE 1.00 X 0 0 0 RUSSELL P PENNOYER TRUSTEE 1.00 X 0 0 0 S ANDREW BANKS TRUSTEE 1.00 X 0 0 0 SHAIZA RIZAVI TRUSTEE 1.00 X 0 0 0 THOMAS HIRSCHFELD TRUSTEE 1.00 X 0 0 0 THOMAS LEHRMAN TRUSTEE 1.00 X 0 0 0 VALERIE ROCKEFELLER TRUSTEE 1.00 X 0 0 0 VICTORIA PHILLIPS ANDERSON TRUSTEE 1.00 X 0 0 0 ALYSHA BUTLER TRUSTEE 1.00 X 0 0 0 MICHAEL MCCORMICK TRUSTEE 1.00 X 0 0 0 CAROLYN KATZ FORMER TRUSTEE 1.00 X 0 0 0 816514 0 163147 6 0 1 0 0 1269509 171041 11283943 528024 12724493 EDUCATIONAL SERVICES 900099 1884691 1884691 1884691 897629 897629 44150 44150 5402646 5200276 202370 202370 202370 0 1269509 47303 -47303 -47303 103618 0 103618 103618 OTHER INCOME 900099 7520 7520 7520 15817168 1995829 0 1096846 X 227459 227459 131000 131000 50000 50000 192240 134695 34328 23217 2947613 2065275 526355 355983 54999 38536 9821 6642 612668 429274 109410 73984 244492 171306 43659 29527 20411 20411 19539 19539 40952 40952 67689 67689 1346751 1206624 60161 79966 732054 697159 34895 152292 102232 50060 347195 104749 242446 999738 984144 15594 68472 68472 87280 21305 65975 HONORARIUMS 2627819 2626319 1500 EDU. RES./ HIST. DOC 485354 470094 9999 5261 DUES & SUBSCRIPTIONS 52614 32233 20381 EQUIPMENT 45015 45015 493 493 11554139 9492404 1444703 617032 14107362 13976584 14712980 13735058 683690 809792 407985 126831 812899 451435 429936 361464 22517630 27877057 82875 64016 52942458 56950802 581422 282065 239651 675 0 779015 821073 1061755 X 33280239 41372519 18841146 14516528 52121385 55889047 52942458 56950802 4263029 -495367 0 X 0 1 X 1 0 X 4598674 12272591 23003175 12736051 12724493 65334984 4598674 12272591 23003175 12736051 12724493 65334984 14910432 50424552 227975 274870 533397 1009700 941779 2987721 9458 14074 13444 21078 7522 65576 68388281 7406533 0.73730 0.74250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 9,458. 2016 AMOUNT: $ 14,074. 2017 AMOUNT: $ 13,444. 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 SCHOOLS 0 41059669 10398196 11817001 39640864 37651237 14243684 10835252 41059669 26489901 21460368 10299032 37651237 22235547 11300374 7046020 26489901 25307806 2764975 5837234 22235547 0.63380 0.36620 0 0 413278 103306 309972 224145 217513 6632 175476 130616 44860 361464 PAYCHECK PROTECTION PROGRAM LOAN PAYABLE 779015 779015 15300922 -495367 47303 -448064 15748986 67689 493 68182 15817168 11533260 47303 47303 11485957 67689 493 68182 11554139 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. 0 UNITED KINGDOM 0 0 PROGRAM SERVICES TEACHER DEVELOPMENT 58413 EUROPE 0 0 GRANTMAKING 50000 0 0 0 0 0 0 108413 0 108413 FELLOWSHIP EUROPE 1 50000 0 0 0 0 0 0 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: 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 1269510 40952 1228558 1269510 40952 1228558 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 1269509 1269509 3750 43553 1269509 1269509 3750 43553 47303 -47303 1 AMERICAN LIBRARY ASSOCIATION 50 EAST HURON STREET CHICAGO IL 60611 362166947 501(C)(3) 80060 NEH REVISITING THE FOUNDING ERA WORK FUND FOR PUBLIC SCHOOLS 52 CHAMBERS STREET ROOM 305 NEW YORK NY 10007 PUBLIC SCHOOL - GOV 26500 RESOURCES FOR AMERICAN HISTORY PROGRAMS MUSEUM OF THE CITY OF NEW YORK 1220 FIFTH AVE NEW YORK NY 10029 131624098 501(C)(3) 18500 SATURDAY ACADEMY GRANT HEIGHTS HIGH SCHOOL 5301 N HILLSIDE ST WICHITA KS 67219 PUBLIC SCHOOL - GOV 15000 SATURDAY ACADEMY GRANT ANDOVER PUBLIC SCHOOL 1744 N ANDOVER RD ANDOVER KS 67002 PUBLIC SCHOOL - GOV 15000 SATURDAY ACADEMY GRANT ALL HALLOWS HIGH SCHOOL 111 EAST 164TH ST BRONX NY 10452 PUBLIC SCHOOL - GOV 14000 HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT NOTRE DAME SCHOOL 327 WEST 13TH ST NEW YORK NY 10014 PUBLIC SCHOOL - GOV 12401 HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT SALESIAN HIGH SCHOOL 148 MAIN ST NEW ROCHELLE NY 10801 PUBLIC SCHOOL - GOV 11484 HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT NEW YORK HISTORICAL SOCIETY 2 WEST 77TH ST NEW YORK NY 10024 131624124 501(C)(3) 7500 SATURDAY ACADEMY GRANT ACADEMY OF AMERICAN STUDIES 28-01 41ST AVE LONG ISLAND CITY NY 11101 LONG ISLAND CITY NY 11101 PUBLIC SCHOOL - GOV 5014 HISTORY SCHOOL GRANT AND SATURDAY ACADEMY GRANT 10 NATIONAL HTOY AWARD 1 10000 STATE HISTORY TEACHER OF YEAR AWARD 53 53000 ONLINE COURSE GRANTS 24 18000 GEORGE WASHINGTON BOOK PRIZE 1 50000 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 CHRISTINE KANG CHIEF OPERATING OFFICER 137249 0 0 0 0 0 2313 0 37722 0 177284 0 0 0 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 159953 0 0 0 0 0 3200 0 14825 0 177978 0 0 0 TIMOTHY R BAILEY DIRECTOR OF EDUCATION 159293 0 0 0 0 0 3197 0 37238 0 199728 0 0 0 KATIE DRUCKER DIRECTOR OF EVALUATION 131293 0 0 0 0 0 2671 0 21243 0 155207 0 0 0 X 13 528024 FMV 0 0 0 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 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 2 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. FORM 990, PART VI, SECTION A, LINE 2 JAMES 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 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, 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 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 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.