2018-05-15T15:05:08-05:00 2017-06-30 CONDON O'MEARA MCGINTY & DONNELLY L ONE BATTERY PARK PLAZA NEW YORK NY 100041405 990 2016-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY % KATE R SMITH GILD 6463669666 49 West 45th Street 2nd FLOOR NEW YORK NY 10036 RICHARD GILDER treasurer 2126617777 2018-05-11 true JAMES J REILLY P00183769 2126617777 184.74.172.82 13601820181355000029 2018-05-15 P AB85DB94BBD57161AED1E4F4CC74FA222F53904F 684B21B78A3EF3FA5211644A21F6BEB975D0637B 2016 2021-01-29 14:40:06Z dr James G Basker 49 WEST 45TH STREET 2nd FLOOR NEW YORK NY 10036 18668735 false X WWW.GILDERLEHRMAN.ORG X 1994 NY THE INSTITUTE'S mission is to promote THE knowledge & understanding of American history through educational programs & resources. 21 20 33 35 0 4598674 12272591 1021534 1260520 2732502 148758 -41724 4366 8310986 13686235 1664305 485587 0 0 2567617 2928814 60000 57000 546584 3577393 5491552 7869315 8962953 441671 4723282 34212964 38594910 1528914 688782 32684050 37906128 X SEE SCHEDULE O. false false 2594099 1218128 TEACHER PROGRAMS AND PROFESSIONAL DEVELOPMENTS IN AMERICAN HISTORY. REACHED TEACHERS IN ALL 50 STATES WITH THIRTY WEEK-LONG SUMMER SEMINARS AND TWELVE ONLINE GRADUATE COURSES. APPROXIMATELY 75 ADDITIONAL DAYS OF STAFF DEVELOPMENT WORKSHOPS WERE CONDUCTED IN SCHOOL DISTRICTS ACROSS THE COUNTRY. OVER 2,750 TEACHERS TRAINED. 2011051 270787 STUDENT PROGRAMS. REACHED STUDENTS IN ALL FIFTY STATES AND 160 SCHOOLS OUTSIDE OF THE US. TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE INSTITUTE SCHOOL PROGRAMS WAS OVER 13,000, REACHING OVER 2,800,000 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 REACH OVER 35,000 TITLE 1 STUDENTS IN NYC, CHICAGO AND LOS ANGELES IN 2017. 933207 800 129091 MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES. COLLECTION INCLUDES OVER 60,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% ARE DIGITIZED AND 20% OF WHICH ARE AVAILABLE ON THE INSTITUTE WEBSITE. 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 143 VENUES IN 38 STATES. FOUR PHYSICAL EXHIBITION SPACES ARE AVAILABLE TO THE PUBLIC AT THE N-YHS, MT. VERNON, GETTYSBURG AND NATIONAL CONSTITUTION CENTER. 1838568 214000 7376925 true true false false false false false true false true true false false false false false true false false false true false true true true false false true true true false false false false false false false false true false false false false false false false false true 224 0 true 33 true false false false false false true true false false false false X 21 20 true false false false false false false true true false false true true true true true true true true false CA CO GA IL MD MA MN NJ VA WI X X KATE R SMITH 6463669666 49 WEST 45TH STREET 2ND FLOOR NEW YORK NY 10036 dr JAMES G BASKER PRESIDENT 19.0 0.0 X X 118925 0 854 Richard Gilder CO-CHAIR, E.V.P. & TREASURER 1.0 0.0 X X 0 0 0 Lewis E Lehrman CO-CHAIR & EXECUTIVE V.P. 1.0 0.0 X X 0 0 0 DANIEL P JORDAN Secretary 1.0 0.0 X X 0 0 0 Robert Daum trustee 1.0 0.0 X 0 0 0 DAVID MCCULLOUGH trustee 1.0 0.0 X 0 0 0 John L Nau III trustee 1.0 0.0 X 0 0 0 S ANDREW BANKS trustee 1.0 0.0 X 0 0 0 Robert H Niehaus trustee 1.0 0.0 X 0 0 0 Shaiza Rizavi trustee 1.0 0.0 X 0 0 0 John D Britton II trustee 1.0 0.0 X 0 0 0 Joseph DiMenna trustee 1.0 0.0 X 0 0 0 Victoria Phillips ANDERSON trustee 1.0 0.0 X 0 0 0 Dorothy Stapleton trustee 1.0 0.0 X 0 0 0 GLADSTONE JONES trustee 1.0 0.0 X 0 0 0 THOMAS LEHRMAN trustee 1.0 0.0 X 0 0 0 RUSSELL P PENNOyER trustee 1.0 0.0 X 0 0 0 JULIAN H ROBERTSON JR trustee 1.0 0.0 X 0 0 0 MARY CASLIN ROSS trustee 1.0 0.0 X 0 0 0 PATRICK DUFF TRUSTEE 1.0 0.0 X 0 0 0 LUIS A MIRANDA JR TRUSTEE 1.0 0.0 X 0 0 0 VALERIE ROCKEFELLER WAYNE TRUSTEE 1.0 0.0 X 0 0 0 christine kang chief operating officer 40.0 0.0 X 168696 0 34655 Timothy R Bailey DIRECTOR OF EDUCATION 40.0 0.0 X 150274 0 33341 SUSAN ZUCKERMAN DIRECTOR OF DEVELOPMENT 40.0 0.0 X 142788 0 3267 580683 0 72117 4 false true false none 0 1078827 11193764 38434 12272591 EDUCATIONAL SERVICES 900099 1260520 1260520 1260520 217052 217052 0 57818 57818 0 0 0 4670539 48500 4787333 -116794 48500 -68294 -68294 27645 1078827 167796 -140151 -140151 0 0 0 99996 27371 72625 72625 OTHER INCOME 900099 14074 14074 14074 13686235 1347219 66425 263087 263087 216500 216500 6000 6000 0 312019 212702 51485 47832 0 2155450 1480541 358367 316542 33729 22993 5565 5171 248650 158328 38323 51999 178966 122001 29530 27435 0 5000 5000 20350 20350 0 57000 57000 58598 58598 749953 656813 54035 39105 0 894852 832467 62385 280771 229257 51514 0 203491 3050 200441 1065442 1063969 1473 0 0 0 0 20685 20685 56340 14724 41616 HONORARIUMS 1657222 1655722 1500 EDU. RES./HIST. DOC. 307409 307149 260 EQUIPMENT 100839 64927 35912 DUES & SUBSCRIPTIONS 21870 20682 1188 48730 46013 2717 8962953 7376925 1039444 546584 0 0 8895917 8011140 18307923 17553230 176049 377265 0 0 0 0 0 0 201373 183554 305873 292256 416078 355635 67958 60443 6174996 12034147 0 0 0 0 0 0 82875 82875 34212964 38594910 1275590 477357 0 0 253324 211425 0 0 0 0 0 0 0 0 0 0 0 0 1528914 688782 X 14470054 20095571 18213996 17810557 0 0 32684050 37906128 34212964 38594910 4723282 498796 X false true X true false X 3148395 5323705 3025512 4598674 12272591 28368877 0 0 3148395 5323705 3025512 4598674 12272591 28368877 8185774 20183103 37634 100417 160523 227975 274870 801419 0 5608 6971 9798 9458 14074 45909 29216205 4459370 0.69082 0.36594 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 schools false 22235547 11300374 7046020 26489901 25307806 2764975 5837234 22235547 27606523 1984826 4283543 25307806 27847624 4925726 5166827 27606523 30304720 2087389 23686 4568171 27847624 0.32765 0.67235 false false 105116 84940 20176 221134 196653 24481 89828 74042 15786 60443 14320858 498796 195167 693963 13626895 58598 742 59340 13686235 9098780 195167 195167 8903613 58598 742 59340 8962953 PART III - LINE 4 The Gilder Lehrman Collection serves as a repository for manuscripts and other 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 60,000 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 - LINES 2D & 4B 2D. gross up of DIRECT SPECIAL EVENT: 167,796. 2d. cost of goods sold: 27,371. 4B. FOREIGN TAXES PAID: 742. PART XII - LINES 2D & 4B 2D. gross up of DIRECT SPECIAL EVENT EXPENSES: 167,796. 2d. cost of goods sold: 27,371. 4B. FOREIGN TAXES PAID: 742. true Europe (Including Iceland and Greenland) Program Services TEACHER DEVELOPMENT 152978 East Asia and the Pacific Grantmaking 3000 Europe (Including Iceland and Greenland) Grantmaking 3000 158978 158978 FELLOWSHIP Europe (Including Iceland and Greenland) 1 3000 FELLOWSHIP East Asia and the Pacific 1 3000 false false false false false false PART I - LINE 1 THE GILDER LEHRMAN INSTITUTE UK: Held two teacher development seminars in the summer of 2016. Total expenses: $152,978. Paid to independent contractors and two universities. In addition, there were approximately 160 affiliate schools outside of the US who receive educational materials from THE INSTITUTE (total int'l affiliate cost is under $200). Two (2) of ten (10) $3,000 fellowships to study at archives in New York City were given to international winners (UK and Australia). A fellow must submit pre and post reports on all activities. The fellow is also required to visit the INSTITUTE'S office at least one time while conducting their work in NY. X X X X X X X true STETWIN CONSULTING STETWIN CONSULTING LLC 708 THIRD AVENUE 6TH FLOOR NEW YORK NY 10017 FUNDRAISING CONSULTANT false 1106472 57000 1049472 1106472 57000 1049472 AL CA CO DE DC GA IL IA KS LA MD MA MI MN MO NE NJ PA SC TX VT VA WI GALA 1106472 1078827 27645 1860 85352 59808 20776 0 1106472 1078827 27645 1860 85352 59808 20776 167796 -140151 true Abraham Lincoln High School 2800 Ocean Pkwy Brooklyn NY 11235 501(C)(3) 16500 Resources for american history programs Academy of American Studies 28-01 41st Ave Long Island City ny 11101 Long Island City NY 11101 501(C)(3) 33467 Resources for american history programs ALL HALLOWS HIGH SCHOOL 111 EAST 164TH ST BRONX NY 10452 501(C)(3) 28000 Resources for american history programs ANDOVER HIGH SCHOOL 1744 N ANDOVER RD ANDOVER KS 67002 501(C)(3) 14728 Resources for american history programs CONSTITUTION HIGH SCHOOL 18 SOUTH 7TH ST PHILADELPHIA PA 19106 501(C)(3) 8000 Resources for american history programs HIGH SCHOOL OF AMERICAN STUDIES 2925 GOULDEN AVE BRONX NY 10468 501(C)(3) 18000 Resources for american history programs MUSEUM OF THE CITY OF NEW YORK 1220 fifth ave NEW YORK NY 10029 131624098 501(C)(3) 18500 Resources for american history programs NEW DORP HIGH SCHOOL 465 NEW DORP LN STATEN ISLAND NY 10306 501(C)(3) 20450 Resources for american history programs NEW YORK HISTORICAL SOCIETY 2 WEST 77TH ST NEW YORK NY 10024 131624124 501(C)(3) 15000 Resources for american history programs NOTRE DAME SCHOOL 327 WEST 13TH ST NEW YORK NY 10014 501(C)(3) 24001 Resources for american history programs PATCHOGUE MEDFORD SCHOOLS 181 BUFFALO AVE MEDFORD NY 11763 501(C)(3) 5453 Resources for american history programs SALESIAN HIGH SCHOOL 148 MAIN ST NEW ROCHELLE NY 10801 501(C)(3) 20188 Resources for american history programs WASHINGTON COLLEGE 101 S WATER ST CHESTERTOWN MD 21620 520591691 501(C)(3) 25000 George Washington Book prize expenses HEIGHTS HIGH SCHOOL 5301 N HILLSIDE WICHITA KS 67219 501(C)(3) 15000 RESOURCES FOR SATURDAY ACADEMY PROGRAMS 14 STUDENT ESSAY PRIZE AWARDS 50 20300 ONLINE COURSE GRANT 22 13200 State History Teacher of Year Awards 49 49000 National HTOY Award 1 10000 fellowships 8 24000 MILITARY BOOK PRIZE 1 50000 GEORGE WASHINGTON BOOK PRIZE AWARD WINNER 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 false false false false false false false false false Timothy R Bailey DIRECTOR OF EDUCATION 150274 0 1249 32092 183615 0 christine kang chief operating officer 168696 0 0 0 1526 33129 203351 0 0 X 7 38434 FMV false false false part I The GILDER LEHRMAN 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 net assets in the statement of activities. PART III - LINE 1 Founded in 1994 by philanthropists Richard Gilder and Lewis E. Lehrman, the Gilder Lehrman Institute of American History (the institute") is the nations leading American history organization dedicated to K-12 education. The Institutes mission is to promote the knowledge and understanding of American history through educational programs and resources. At the Institutes core is the Gilder Lehrman Collection, one of the great archives in American history. Drawing the 65,000 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. PART III - LINE 4D OTHER PROGRAMS: NATIONAL HISTORY TEACHER OF THE YEAR AWARD, HISTORY SCHOLAR AWARDS, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH AND SCHOLARLY FELLOWSHIP. PART VI, SECTION A. - QUESTION 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 INSTITUTE. RICHARD GILDER ENGAGED IN A BUSINESS TRANSACTION WITH LEWIS LEHRMAN (CO-CHAIR & EXECUTIVE V.P.). Richard Gilder and Shaiza Rizavi (TRUSTEE) 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. PART VI, SECTION B. - QUESTION 11B dr. JAMES G. BASKER (PRESIDENT and trustee), AND CHRISTINE KANG (CHIEF OPERATING OFFICER) REVIEWED THE FORM 990 BEFORE IT WAS FILED. A COPY WAS FURNISHED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. PART VI, SECTION B. - QUESTION 12c the CONFLICT OF INTEREST POLICy is supplied to all trustees and completed on an annual basis. PART VI, SECTION B. - QUESTION 15A when hiring THE CHIEF OPERATING OFFICER, THE Institute used a recruiting firm, who provided competitive salary research to like-organizations prior to determination of CHIEF OPERATING OFFICER'S salary. PART VI, SECTION B. - QUESTION 15B THE CHIEF OPERATING OFFICER'S COMPENSATION IS REVIEWeD USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES. PART VI, SECTION C. - QUESTION 19 THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY WILL BE made AVAILABLE TO THE PUBLIC UPON REQUEST.