2017-05-15T15:17:42-05:00 2016-06-30 CONDON O'MEARA MCGINTY & DONNELLY L ONE BATTERY PARK PLAZA NEW YORK NY 100041405 990 2015-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY % KATE R SMITH GILD 6463669666 49 West 45th Street6TH FLOOR Suite NEW YORK NY 10036 RICHARD GILDER treasurer 6463669666 2017-05-15 true JAMES J REILLY P00183769 2126617777 2015 2021-01-29 14:40:06Z Dr James G Basker 49 WEST 45TH STREET 6TH FLOOR NEW YORK NY 10036 12807969 false X WWW.GILDERLEHRMAN.ORG X 1994 NY American history org. dedicated to k-12 education. Its mission is to promote the knowledge & understanding of American history through educational programs & resources. 19 18 40 29 0 3025512 4598674 835771 1021534 75407 2732502 -119522 -41724 3817168 8310986 443924 1664305 0 0 2448260 2567617 60000 60000 437315 3490856 3577393 6443040 7869315 -2625872 441671 32686401 34212964 472912 1528914 32213489 32684050 X SEE SCHEDULE O. false false 2634464 797469 TEACHER PROGRAMS AND PROFESSIONAL DEVELOPMENTS IN AMERICAN HISTORY. REACHED TEACHERS IN ALL 50 STATES WITH THIRTY WEEK-LONG SUMMER SEMINARS AND EIGHT ONLINE GRADUATE COURSES. APPROXIMATELY SIXTY FIVE DAYS OF STAFF DEVELOPMENT WORKSHOPS WERE CONDUCTED IN OVER 20 SCHOOL DISTRICTS ACROSS THE COUNTRY. OVER 2,500 TEACHERS TRAINED. 1992458 1457452 AMERICAN HISTORY SCHOOL PROGRAMS. REACHED STUDENTS IN ALL FIFTY STATES AND 127 SCHOOLS OUTSIDE OF THE US. TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE INSTITUTE SCHOOL PROGRAMS WAS OVER 8,750, REACHING OVER 1,700,000 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 20,000 TITLE 1, NYC STUDENTS THROUGH 2017. 1067468 224065 MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES. COLLECTION INCLUDES OVER 60,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 20% ARE DIGITIZED AND AVAILABLE ON THE INSTITUTE WEBSITE. THE WEBSITE RECEIVES OVER 7 MILLION UNIQUE VISITORS PER YEAR. DOCUMENTS ARE NOW SEARCHABLE NOT ONLY BY KEYWORDS BUT ERA OF HISTORY. THE INSTITUTE HAS 83 PUBLICATIONS IN CIRCULATION. TRAVELING EXHIBITIONS ON NINE TOPICS ARE IN CIRCULATION AND VISITED 103 VENUES IN 31 STATES. FOUR PHYSICAL EXHIBITION SPACES ARE AVAILABLE TO THE PUBLIC AT THE New York historical society, MT. VERNON, GETTYSBURG AND NATIONAL CONSTITUTION CENTER. 721552 206853 6415942 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 218 0 true 40 true false false false false false true true false false false false X 19 18 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 KATE R SMITH 6463669666 49 WEST 45TH STREET 6TH FLOOR NEW YORK NY 10036 DR JAMES G BASKER PRESIDENT 19.0 X X 118844 0 844 Richard Gilder CO-CHAIR, E.V.P. & TREASURER 1.0 X X 0 0 0 Lewis E Lehrman CO-CHAIR & EXECUTIVE V.P. 1.0 X X 0 0 0 DANIEL P JORDAN Secretary 1.0 X X 0 0 0 Robert Daum trustee 1.0 X 0 0 0 DAVID MCCULLOUGH trustee 1.0 X 0 0 0 John L Nau III trustee 1.0 X 0 0 0 S ANDREW BANKS trustee 1.0 X 0 0 0 Robert H Niehaus trustee 1.0 X 0 0 0 Shaiza Rizavi trustee 1.0 X 0 0 0 John Britton trustee 1.0 X 0 0 0 Joseph DiMenna trustee 1.0 X 0 0 0 Victoria Phillips trustee 1.0 X 0 0 0 Dorothy Stapleton trustee 1.0 X 0 0 0 GLADSTONE JONES trustee 1.0 X 0 0 0 THOMAS LEHRMAN trustee 1.0 X 0 0 0 RUSSELL P PENNOyER trustee 1.0 X 0 0 0 JULIAN H ROBERTSON JR trustee 1.0 X 0 0 0 MARY CASLIN ROSS trustee 1.0 X 0 0 0 christine kang chief operating officer 40.0 X 0 0 0 Lesley S Herrmann senior advisor 20.0 X 247559 0 25509 Timothy R Bailey DIRECTOR OF EDUCATION 40.0 X 145020 0 26904 511423 0 53257 3 false true false none 0 1611779 86605 2900290 57646 4598674 EDUCATIONAL SERVICES 900099 983938 983938 EDUCATIONAL RESOURCES 900099 37596 37596 1021534 119321 119321 0 108654 118572 0 0 0 4680605 2214025 4281449 399156 2214025 2613181 2613181 13940 1611779 215534 -201594 -201594 0 41758 41758 41758 OTHER INCOME 900099 9458 9458 9458 8310986 1072750 2649480 1326215 1326215 288090 288090 50000 50000 0 411899 287418 62484 61997 0 1718231 1197954 260497 259780 0 283620 206565 44916 32139 153867 107253 23215 23399 0 2359 2359 19363 19363 0 60000 60000 50225 50225 345839 235520 110319 0 622337 563510 58827 116743 47879 68864 0 199006 507 198499 1093248 1088712 4536 0 0 0 0 16156 16156 53180 53180 HONORARIUMS 688320 688320 EDUCATIONAL RESOURCES 236974 235668 1306 EQUIPMENT 95801 62078 33723 DUES & SUBSCRIPTION 16776 15238 1538 21066 15015 6051 7869315 6415942 1016058 437315 0 0 5894065 8895917 21209475 18307923 204951 176049 0 0 0 0 0 0 297329 201373 411697 305873 402908 334950 27302 67958 4558707 6174996 0 0 0 0 0 0 82875 82875 32686401 34212964 184020 1275590 0 0 288892 253324 0 0 0 0 0 0 0 0 0 0 0 0 472912 1528914 X 10505683 14470054 21707806 18213996 0 0 32213489 32684050 32686401 34212964 441671 28890 X false true X true false X 29378966 3148395 5323705 3025512 4598674 45475252 0 0 29378966 3148395 5323705 3025512 4598674 45475252 28621986 16853266 15480 37634 100417 160523 227975 542029 0 6147 5608 6971 9798 9458 37982 46055263 6609808 0.36594 0.33599 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 schools false 25307806 2764975 5837234 22235547 27606523 1984826 4283543 25307806 27847624 4925726 5166827 27606523 30304720 2087389 23686 4568171 27847624 6334208 29422220 9206 5460914 30304720 0.18086 0.81914 false false 105116 80951 24165 207964 187089 20875 89828 66910 22918 67958 8502893 28890 215534 244424 8258469 50225 2292 52517 8310986 8032332 215534 215534 7816798 50225 2292 52517 7869315 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 EXPENSES: 215,534. 4B. FOREIGN TAXES PAID: 2,292. PART XII - LINES 2D & 4B 2D. gross up of DIRECT SPECIAL EVENT EXPENSES: 215,534. 4B. FOREIGN TAXES PAID: 2,292. true Europe (Including Iceland and Greenland) Program Services TEACHER DEVELOPMENT 117514 North America Program Services TEACHER DEVELOPMENT 40315 Europe (Including Iceland and Greenland) Grantmaking 50000 207829 207829 GEORGE WASHINGTON book prize Europe (Including Iceland and Greenland) 1 50000 wire false false false false false false PART I - LINE 1 THE GILDER LEhrMAN INSTITUTE Held two teacher development seminars in the summer of 2015. united kingdom: Total expenses: $117,514 Paid to independent contractors and two universities. Canada: Held one teacher development seminar in the summer of 2015. Total expenses: $40,315 Paid to independent contractors and one universities. One (1) individual residing in the UK, was awarded the George Washington Book Prize for $50,000. In addition, there are 127 affiliate schools outside of the US who receive educational materials from GLI (total int'l affiliate cost is under $200). X X X X X X X true Projects Plus Inc 254 west 29th street 5th floor new york NY 10001 FUNDRAISING CONSULTANT false 1625719 60000 1565719 1625719 60000 1565719 CA CO GA IL MD MA MN NJ NY VA WV gala 1625719 1611779 13940 13534 61747 40667 99586 0 1625719 1611779 13940 13534 61747 40667 99586 215534 -201594 true Abraham Lincoln High School 2800 Ocean Pkwy Brooklyn NY 11235 501(C)(3) 15000 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) 40000 Resources for american history programs ALL HALLOWS HIGH SCHOOL 111 EAST 164TH ST BRONX NY 10452 501(C)(3) 27530 Resources for american history programs ANDOVER PUBLIC SCHOOL 1744 N ANDOVER RD ANDOVER KS 67002 501(C)(3) 15000 Resources for american history programs CONSTITUTION HIGH SCHOOL 18 SOUTH 7TH ST PHILADELPHIA PA 19106 501(C)(3) 10498 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) 14990 Resources for american history programs NEW DORP HIGH SCHOOL 465 NEW DORP LN STATEN ISLAND NY 10306 501(C)(3) 18476 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) 9118 Resources for american history programs PATCHOGUE MEDFORD SCHOOLS 181 BUFFALO AVE MEDFORD NY 11763 501(C)(3) 5660 Resources for american history programs SALESIAN HIGH SCHOOL 148 MAIN ST NEW ROCHELLE NY 10801 501(C)(3) 20501 Resources for american history programs WASHINGTON COLLEGE 300 WASHINGTON AVE CHESTERTOWN MD 21620 520591691 501(C)(3) 25000 George Washington Book prize expenses WICHITA PUBLIC SCHOOLS USD 259 201 N WATER WITCHITA KS 67202 501(C)(3) 15000 Resources for american history programs 5000 broadway productions inc 5030 broadway suite 807 new york NY 10034 SEE PART IV 50000 george washington prize 14 1 STUDENT ESSAY PRIZE AWARDS 52 20050 ONLINE COURSE GRANT 10 6000 State History Teacher of Year Awards 41 41000 National HTOY Award 1 11000 fellowships 10 30000 HAMILTON TICKETS 2572 180040 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. THE INSTITUTE AWARDED $50,000 TO AN INDIVIDUAL for the george washington book prize. the individual requested to FUNDS PAID directly TO THE COMPANY IdENTIFIED IN PART II. part iii - line 6 gilder lehrman institute received $1,461,000 IN SUPPORT OF AN INITIATIVE TO PROVIDE SUBSIDIZED TICKETS TO THE BROADWAY SHOW HAMILTON FOR UNDERPRIVILEGED HIGH SCHOOL STUDENTS FROM NEW YORK CITY PUBLIC SCHOOLS AND TO CREATE AND DISTRIBUTE ACCOMPANYING EDUCATIONAL MATERIALS THAT INTEGRATE THEATRICAL PERFORMANCE AND THE STUDY OF AMERICAN HISTORY. of the $1,461,000 provided, gilder lehrman institute subsidized $180,040 in fiscal year 2016 toward hamilton tickets. X X X false false false false false false false false false Lesley S Herrmann senior advisor 247559 25509 273068 Timothy R Bailey DIRECTOR OF EDUCATION 145020 26904 171924 X 6 57646 FMV false false false part I 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 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 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. 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 SENIOR ADVISOR COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES. In addition, 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 SENIOR ADVISOR AND 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 ARE AVAILABLE ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE made AVAILABLE TO THE PUBLIC UPON REQUEST.