GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201931359349300528
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:13:39-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133795391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILDER LEHRMAN INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | OF AMERICAN HISTORY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILD | BusinessNameControlTxt |
| Phone | 6463669666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET NO 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE KANG | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6463669666 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.74.172.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 14:58:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 55E315FD79D2106347AA38B17E832F09A2DF4E9B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JAMES G BASKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET NO 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,811,834 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GILDERLEHRMAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $20,549 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,272,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,003,175 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,260,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $823,997 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,758 | PYInvestmentIncomeAmt |
| CY Investment Income | $799,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,366 | PYOtherRevenueAmt |
| CY Other Revenue | -$101,015 | CYOtherRevenueAmt |
| PY Total Revenue | $13,686,235 | PYTotalRevenueAmt |
| CY Total Revenue | $24,525,435 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $485,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $417,295 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,928,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,332,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $57,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $59,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $567,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,491,552 | PYOtherExpensesAmt |
| CY Other Expenses | $8,820,488 | CYOtherExpensesAmt |
| PY Total Expenses | $8,962,944 | PYTotalExpensesAmt |
| CY Total Expenses | $12,628,883 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,723,291 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,896,552 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,594,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,071,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $688,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $765,728 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,906,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,305,757 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,039,529 | ExpenseAmt |
| Grant | $53,000 | GrantAmt |
| Revenue | $928,186 | RevenueAmt |
| Desc | TEACHER PROGRAMS AND PROFESSIONAL DEVELOPMENTS IN AMERICAN HISTORY. REACHED TEACHERS IN ALL 50 STATES WITH THIRTY WEEK-LONG SUMMER SEMINARS AND FOUR ONLINE GRADUATE COURSES. APPROXIMATELY SIXTY FIVE DAYS OF STAFF DEVELOPMENT WORKSHOPS WERE CONDUCTED IN OVER 20 SCHOOL DISTRICTS ACROSS THE COUNTRY. OVER 3,000 TEACHERS TRAINED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,943,293 | ExpenseAmt |
| Grant | $298,295 | GrantAmt |
| Desc | STUDENT PROGRAMS. REACHED STUDENTS IN ALL FIFTY STATES AND 216 SCHOOLS OUTSIDE OF THE US. TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE INSTITUTE SCHOOL PROGRAMS WAS OVER 18,081, REACHING OVER 5,080,000 STUDENTS. THE INSTITUTE HAD NINE SEMESTERS OF "SATURDAY ACADEMIES OF AMERICAN HISTORY" THAT OPERATED IN NINE LOCATIONS. THE GILDER LEHRMAN INSTITUTE PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE SHOW. THE PROGRAM WILL SERVE 64,000 STUDENTS AND TEACHERS IN OVER 600 TITLE 1 SCHOOLS IN TEN DIFFERENCET CITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,283,638 | ExpenseAmt |
| Grant | $66,000 | GrantAmt |
| Desc | MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES. COLLECTION INCLUDES OVER 70,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% ARE DIGITIZED AND 20% OF WHICH AVAILABLE ON THE INSTITUTE WEBSITE. THE WEBSITE RECEIVES OVER 3.8 M. UNIQUE VISITORS PER YEAR. DOCUMENTS ARE NOW SEARCHABLE NOT ONLY BY KEYWORDS BUT ERA OF HISTORY. THE INSTITUTE HAS 60 PUBLICATIONS IN CIRCULATION. TRAVELING EXHIBITIONS ON NINE TOPICS ARE IN CIRCULATION AND VISITED 161 VENUES IN 33 STATES. FOUR PHYSICAL EXHIBITION SPACES ARE AVAILABLE TO THE PUBLIC AT THE NEW YORK HISTORICAL SOCIETY, MT. VERNON, GETTYSBURG AND NATIONAL CONSTITUTION CENTER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,585,231 | ExpenseAmt |
| Desc | NATIONAL HISTORY TEACHER OF THE YEAR AWARD PROGRAM, HISTORY SCHOLAR AWARDS, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH AND SCHOLARLY FELLOWSHIP PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,585,231 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $10,851,691 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 299 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE R SMITH | PersonNm |
| Phone | 6463669666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR JAMES G BASKER | |||||||
| PRESIDENT | 19.00 | Yes (X) | Yes (X) | $118,925 | $0 | $1,454 | |
| LEWIS E LEHRMAN | |||||||
| CO-CHAIR & EXECUTIVE V.P. | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD GILDER | |||||||
| CO-CHAIR, E.V.P. & TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL P JORDAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALLEN GUEZLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNETTE GORDON-REED | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DUFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUIS A MIRANDA JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CASLIN ROSS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIAN H ROBERTSON JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL P PENNOYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LEHRMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLADSTONE JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE ROCKEFELLER WAYNE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE STAPLETON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAIZA RIZAVI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HIRSCHFELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BRITTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H NIEHAUS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S ANDREW BANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L NAU III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MCCULLOUGH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DAUM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DIMENNA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA PHILLIPS ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE KANG | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $168,696 | $0 | $33,065 | ||
| TIMOTHY R BAILEY | |||||||
| DIRECTOR OF EDUCATION | 40.00 | $150,274 | $0 | $31,931 | Yes (X) | ||
| SUSAN ZUCKERMAN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $142,788 | $0 | $8,915 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $580,683 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,365 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,280,812 | FundraisingAmt |
| Government Grants | $2,192,226 | GovernmentGrantsAmt |
| All Other Contributions | $19,530,137 | AllOtherContributionsAmt |
| Noncash Contributions | $3,831,450 | NoncashContributionsAmt |
| Total Contributions | $23,003,175 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $823,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $823,997 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $823,997 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,784 | TotalRevenueColumnAmt |
| Exclusion | $508,784 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,613 | TotalRevenueColumnAmt |
| Exclusion | $24,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,323,136 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,032,642 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $290,494 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,494 | TotalRevenueColumnAmt |
| Exclusion | $290,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,940 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,280,812 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $253,757 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$229,817 | TotalRevenueColumnAmt |
| Exclusion | -$229,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $90,745 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,745 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,444 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,444 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,525,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $928,186 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $594,074 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,695 | TotalAmt |
| Program Services | $309,695 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,600 | TotalAmt |
| Program Services | $104,600 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,653 | TotalAmt |
| Program Services | $309,882 | ProgramServicesAmt |
| Management And General | $74,472 | ManagementAndGeneralAmt |
| Fundraising | $68,299 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,241,533 | TotalAmt |
| Program Services | $1,534,534 | ProgramServicesAmt |
| Management And General | $368,785 | ManagementAndGeneralAmt |
| Fundraising | $338,214 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,365 | TotalAmt |
| Program Services | $24,895 | ProgramServicesAmt |
| Management And General | $5,983 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,263 | TotalAmt |
| Program Services | $278,123 | ProgramServicesAmt |
| Management And General | $66,840 | ManagementAndGeneralAmt |
| Fundraising | $61,300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,286 | TotalAmt |
| Program Services | $133,691 | ProgramServicesAmt |
| Management And General | $32,129 | ManagementAndGeneralAmt |
| Fundraising | $29,466 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,334 | TotalAmt |
| Management And General | $10,334 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,775 | TotalAmt |
| Management And General | $20,775 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,000 | TotalAmt |
| Fundraising | $59,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,658 | TotalAmt |
| Management And General | $63,658 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,158 | TotalAmt |
| Program Services | $333,331 | ProgramServicesAmt |
| Management And General | $81,827 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,826 | TotalAmt |
| Program Services | $1,052,768 | ProgramServicesAmt |
| Management And General | $68,058 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,206 | TotalAmt |
| Program Services | $188,220 | ProgramServicesAmt |
| Management And General | $38,986 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,766 | TotalAmt |
| Program Services | $96,402 | ProgramServicesAmt |
| Management And General | $175,364 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362,870 | TotalAmt |
| Program Services | $1,362,457 | ProgramServicesAmt |
| Management And General | $413 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,606 | TotalAmt |
| Management And General | $63,606 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,164 | TotalAmt |
| Program Services | $13,529 | ProgramServicesAmt |
| Management And General | $46,635 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| HONORARIUMS | $4,731,424 | $4,729,924 | $1,500 | |
| EDU. RES./ HIST. DOC | $235,088 | $233,199 | $1,889 | |
| EQUIPMENT | $177,334 | $91,537 | $3,927 | $81,870 |
| MISCELLANEOUS | $38,178 | $32,240 | $5,938 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,101 | TotalAmt |
| Program Services | $19,664 | ProgramServicesAmt |
| Management And General | $2,437 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,628,883 | TotalAmt |
| Program Services | $10,851,691 | ProgramServicesAmt |
| Management And General | $1,209,999 | ManagementAndGeneralAmt |
| Fundraising | $567,193 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,011,140 | BOYAmt |
| EOY | $12,463,666 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,553,230 | BOYAmt |
| EOY | $17,580,789 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,265 | BOYAmt |
| EOY | $240,819 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,554 | BOYAmt |
| EOY | $72,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,256 | BOYAmt |
| EOY | $305,208 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $812,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,126 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,443 | BOYAmt |
| EOY | $498,774 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,034,147 | BOYAmt |
| EOY | $19,826,746 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,875 | BOYAmt |
| EOY | $82,875 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,594,910 | BOYAmt |
| EOY | $51,071,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,357 | BOYAmt |
| EOY | $545,753 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,425 | BOYAmt |
| EOY | $219,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,782 | BOYAmt |
| EOY | $765,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,095,571 | BOYAmt |
| EOY | $27,270,301 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,810,557 | BOYAmt |
| EOY | $23,035,456 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,906,128 | BOYAmt |
| EOY | $50,305,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,594,910 | BOYAmt |
| EOY | $51,071,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,896,552 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $503,077 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,323,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,025,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,598,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,272,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,003,175 | CurrentTaxYearAmt |
| Total | $48,223,657 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,323,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,025,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,598,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,272,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,003,175 | CurrentTaxYearAmt |
| Total | $48,223,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,081,628 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,142,029 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $533,397 | CurrentTaxYearAmt |
| Total | $1,297,182 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,444 | CurrentTaxYearAmt |
| Total | $53,745 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,574,584 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,189,335 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2013 AMOUNT: $ 6,971. 2014 AMOUNT: $ 9,798. 2015 AMOUNT: $ 9,458. 2016 AMOUNT: $ 14,074. 2017 AMOUNT: $ 13,444. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | K-12 SCHOOLS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,489,901 | BeginningYearBalanceAmt |
| Contributions | $21,460,368 | ContributionsAmt |
| Other Expenditures | $10,299,032 | OtherExpendituresAmt |
| End Year Balance | $37,651,237 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,235,547 | BeginningYearBalanceAmt |
| Contributions | $11,300,374 | ContributionsAmt |
| Other Expenditures | $7,046,020 | OtherExpendituresAmt |
| End Year Balance | $26,489,901 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,307,806 | BeginningYearBalanceAmt |
| Contributions | $2,764,975 | ContributionsAmt |
| Other Expenditures | $5,837,234 | OtherExpendituresAmt |
| End Year Balance | $22,235,547 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,606,523 | BeginningYearBalanceAmt |
| Contributions | $1,984,826 | ContributionsAmt |
| Other Expenditures | $4,283,543 | OtherExpendituresAmt |
| End Year Balance | $25,307,806 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,847,624 | BeginningYearBalanceAmt |
| Contributions | $4,925,726 | ContributionsAmt |
| Other Expenditures | $5,166,827 | OtherExpendituresAmt |
| End Year Balance | $27,606,523 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38820 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.61180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,665 | DepreciationAmt |
| Book Value | $392,613 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $224,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $205,250 | DepreciationAmt |
| Book Value | $18,895 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,211 | DepreciationAmt |
| Book Value | $87,266 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $498,774 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $25,218,175 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $503,077 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $253,758 | OtherRevenueAmt |
| Revenue Not Reported | $756,835 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,461,340 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,658 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $437 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $64,095 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,525,435 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,818,546 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $253,758 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $253,758 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,564,788 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,658 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $437 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $64,095 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,628,883 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE 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 ANDHER 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 70, 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 253,758. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES PAID 437. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF DIRECT SPECIAL EVENT 253,758. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES PAID 437. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| UNITED KINGDOM | 0 | 0 | PROGRAM SERVICES | TEACHER DEVELOPMENT | $59,535 |
| EUROPE | 0 | 0 | GRANTMAKING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $62,535 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $62,535 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIP | TypeOfAssistanceTxt |
| Region | EUROPE | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $3,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GILDER LEHRMAN INSTITUE UK: HELD ONE TEACHER DEVELOPMENT SEMINAR IN THE SUMMER OF 2017. TOTAL EXPENSES: $59,534.50. PAID TO INDEPENDENT CONTRACTORS AND ONE UNIVERSITY. IN ADDITION, THERE WERE APPROXIMATELY 216 AFFILIATE SCHOOLS OUTSIDE OF THE US WHO RECEIVE EDUCATIONAL MATERIALS FROM GLI (TOTAL INT'L AFFILIATE COST IS UNDER $500). ONE (1) OF TEN (10) $3,000 FELLOWSHIPS TO STUDY AT ARCHIVES IN NEW YORK CITY WERE GIVEN TO INTERNATIONAL WINNERS (FRANCE). A FELLOW MUST SUBMIT PRE AND POST REPORTS ON ALL ACTIVITIES. THE FELLOW IS ALSO REQUIRED TO VISIT THE GL OFFICE AT LEAST ONE TIME WHILE CONDUCTING THEIR WORK IN NY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STETWIN CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,304,752 | GrossReceiptsAmt |
| Retained By Contractor | $59,000 | RetainedByContractorAmt |
| Net To Organization | $1,245,752 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,304,752 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $59,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,245,752 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,304,752 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,280,812 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,940 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $104,228 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $61,720 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $87,810 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,304,752 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,280,812 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,940 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $104,228 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $61,720 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $87,810 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $253,758 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$229,818 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN STUDIES | |||||||||
| 28-01 41ST AVE LONG ISLAND CITY NY | 11101 | LONG ISLAND CITY | NY | 11101 | PUBLIC SCHOOL - GOV | $29,491 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | ||
| ALL HALLOWS HIGH SCHOOL | |||||||||
| 111 EAST 164TH ST | BRONX | NY | 10452 | PUBLIC SCHOOL - GOV | $27,500 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| ANDOVER PUBLIC SCHOOL | |||||||||
| 1744 N ANDOVER RD | ANDOVER | KS | 67002 | PUBLIC SCHOOL - GOV | $15,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| HIGH SCHOOL OF AMERICAN STUDIES | |||||||||
| 2925 GOULDEN AVE | BRONX | NY | 10468 | PUBLIC SCHOOL - GOV | $18,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| NEW DORP HIGH SCHOOL | |||||||||
| 465 NEW DORP LN | STATEN ISLAND | NY | 10306 | PUBLIC SCHOOL - GOV | $7,977 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| NOTRE DAME SCHOOL | |||||||||
| 327 WEST 13TH ST | NEW YORK | NY | 10014 | PUBLIC SCHOOL - GOV | $23,824 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| PATCHOGUE MEDFORD SCHOOLS | |||||||||
| 181 BUFFALO AVE | MEDFORD | NY | 11763 | PUBLIC SCHOOL - GOV | $5,380 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| SALESIAN HIGH SCHOOL | |||||||||
| 148 MAIN ST | NEW ROCHELLE | NY | 10801 | PUBLIC SCHOOL - GOV | $19,447 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| HEIGHTS HIGH SCHOOL | |||||||||
| 201 NORTH WATER | WICHITA | KS | 67202 | PUBLIC SCHOOL - GOV | $15,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| FUND FOR PUBLIC SCHOOLS (NEW DORP HIGH SCHOOL) | |||||||||
| 465 NEW DORP LN | STATEN ISLAND | NY | 83226 | PUBLIC SCHOOL - GOV | $15,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| FUND FOR PUBLIC SCHOOLS (ABRAHAM LINCOLN HIGH SCHOOL) | |||||||||
| 2800 OCEAN PKWY | BROOKLYN | NY | 11235 | PUBLIC SCHOOL - GOV | $15,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | |||
| MUSEUM OF THE CITY OF NEW YORK | |||||||||
| 1220 FIFTH AVE | NEW YORK | NY | 10029 | 501(C)(3) | $37,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | 131624098 | ||
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 2 WEST 77TH ST | NEW YORK | NY | 10024 | 501(C)(3) | $15,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | 131624124 | ||
| AMERICAN LIBRARY ASSOCIATION | |||||||||
| 50 EAST HURON STREET | CHICAGO | IL | 60611 | 501(C)(3) | $41,000 | RESOURCES FOR AMERICAN HISTORY PROGRAMS | 362166947 | IMPLEMATION OF NEH REVISITING THE FOUNDING ERA GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NATIONAL HTOY AWARD | 1 | $10,000 |
| FELLOWSHIPS | 10 | $30,000 |
| STATE HISTORY TEACHER OF YEAR AWARD | 53 | $53,000 |
| STUDEMT ESSAY PRIZE AWARDS | 32 | $6,800 |
| ONLINE COURSE GRANTS | 8 | $4,800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I - LINE 2 | FormAndLineReferenceDesc |
| Explanation | ON SCHEDULE I, PART II, THE INSTITUTE GIVES GRANTS TO SCHOOLS AND ORGANIZATIONS TO RUN AMERICAN HISTORY PROGRAMS AND SATURDAY ACADEMIES OF AMERICAN HISTORY. STRONG OVERSIGHT IS EXERCISED BY PROVIDING WRITTEN GRANT LETTERS OUTLINING STANDARDIZED PROCEDURES, POLICIES AND OUTCOMES REQUIRED. OTHER MEASURES INCLUDE SITE VISITS, PROGRESS AND FINAL REPORTS FROM ORGANIZATION ON PERFORMANCE, STATISTICS AND FINANCE, AND IN SOME CASES, DOCUMENTATION VIA ACTUAL RECEIPTS OF FUNDS SPENT. A PROGRAM OFFICER IS ASSIGNED TO EACH ORGANIZATION AND COMMUNICATION IS MADE THROUGHOUT THE GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE KANG | ||||||||||||||
| CHIEF OPERATING OFFICER | $168,696 | $0 | $0 | $0 | $0 | $0 | $3,305 | $0 | $29,760 | $0 | $201,761 | $0 | $0 | $0 |
| TIMOTHY R BAILEY | ||||||||||||||
| DIRECTOR OF EDUCATION | $150,274 | $0 | $0 | $0 | $0 | $0 | $3,101 | $0 | $28,830 | $0 | $182,205 | $0 | $0 | $0 |
| SUSAN ZUCKERMAN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $142,788 | $0 | $0 | $0 | $0 | $0 | $3,084 | $0 | $5,831 | $0 | $151,703 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,831,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III - LINE 1 | "FOUNDED IN 1994 BY BUSINESSMEN AND CIVIC LEADERS RICHARD GILDER AND LEWIS E. LEHRMAN, THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY IS THE NATION'S LEADING NONPROFIT AMERICAN HISTORY ORGANIZATION DEDICATED TO K-12 HISTORY EDUCATION. THE INSTITUTE'S 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, WIDELY CONSIDERED ONE OF THE GREAT ARCHIVES OF AMERICAN HISTORY. DRAWING ON THE 70,000 DOCUMENTS IN THE GILDER LEHRMAN COLLECTION AND ITS VAST 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, AND THE ORGANIZATION OF AMERICAN HISTORIANS, AND THE COUNCIL OF INDEPENDENT COLLEGES." |
| FORM 990, PART VI, SECTION A, LINE 2 | DR. JAMES G. BASKER (PRESIDENT AND TRUSTEE), IS A PAID CONSULTANT TO THE GILDER FOUNDATION, WHICH IS DIRECTED BY RICHARD GILDER (CO-CHAIR, E.V.P. & TREASURER), AND WHICH DONATES ANNUALLY TO THE GILDER LEHRMAN INSTITUTE. RICHARD GILDER ENGAGED IN A BUSINESS TRANSACTION WITH LEWIS LEHRMAN. RICHARD GILDER AND SHAIZA RIZAVI ENGAGED IN A BUSINESS TRANSACTION. THE INSTITUTE MAINTAINS AN ACCOUNT AT GILDER GAGNON HOWE & CO LLC (GGH). RICHARD GILDER AND SHAIZA RIZAVI, TRUSTEES OF THE INSTITUTE, ARE MEMBERS OF GGH. |
| FORM 990, PART VI, SECTION B, LINE 11B | DR. JAMES G. BASKER (PRESIDENT AND TRUSTEE), AND CHRISTINE KANG (CHEIF OPERATING OFFICER) REVIEW THE FORM 990 BEFORE IT WAS FILED. A COPY WAS FURNISHED TO ALL MEMBERS 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 CHEIF 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. |
Comments