2016-05-20T15:00:51-05:00 2015-06-30 CONDON O'MEARA MCGINTY & DONNELLY L ONE BATTERY PARK PLAZA NEW YORK NY 100041405 990 2014-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY % KATE R SMITH GILD 6463669666 49 West 45th Street6TH FLOOR NEW YORK NY 10036 james j reilly accountant authorized 2126617777 2015-11-08 true JAMES J REILLY P00183769 2126617777 2016-05-12 2014 2016-08-17 19:52:53Z Dr James G Basker 49 WEST 45TH STREET 6TH FLOOR NEW YORK NY 10036 8616691 false X WWW.GILDERLEHRMAN.ORG X 1994 NY Devoted to the improvement of history education. employs programs & resources for students, teachers, scholars & history enthusiasts (continues on schedule o). 14 13 48 23 0 5323705 3025512 750277 835771 440080 75407 -165635 -119522 6348427 3817168 485945 443924 0 0 2184405 2448260 45000 60000 480883 3345873 3490856 6061223 6443040 287204 -2625872 35321943 32686401 530003 472912 34791940 32213489 X SEE SCHEDULE O. false false 3029300 3000 804975 Teacher Programs and Professional Developments in American history. Reached teachers in all 50 states with forty week-long summer seminars and five online graduate courses. Approximately sixty additional days of staff development workshops in over 20 school districts across the country. Over 2,000 teachers trained. 1164630 2000 30796 Museum Collections through exhibitions and educational resources. Collection includes over 60,000 primary source documents relating to American history, of which 100% are digitized and 20% available on the GLI website. The website receives over 1,500,000 visitors per year. Documents are searchable not only by keywords but era of history. GLI has 80 publications in circulation, with 9 new titles this year. Traveling exhibitions on nine topics are in circulation and visited 150 sites around the country. Four physical exhibition spaces are available to the public at the N-YHS, Mt. Vernon, Gettysburg and National Constitution Center. 397778 291050 American History School Programs. Reached students in all fifty states and twenty-six countries outside of the US. Total number of schools that participated in GLI school programs was over 6,750, reaching over 1,200,000 students. GLI had fourteen semesters of "Saturday Academies of American History" that operated in 11 locations. 446280 147874 5037988 true true false false false false false true false true true false false false false true 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 231 0 true 48 true false false false false false true true false false false false X 14 13 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 NY VA WI X KATE R SMITH 6463669666 49 WEST 45TH STREET 6TH FLOOR NEW YORK NY 10036 DR JAMES G BASKER PRESIDENT 19.0 0.0 X X 118844 0 1926 Richard Gilder TREASURER 1.0 0.0 X X 0 0 0 Lewis E Lehrman EXECUTIVE VICE PRESIDENT 1.0 0.0 X X 0 0 0 DANIEL P JORDAN Secretary 1.0 0.0 X X 0 0 0 Robert Daum BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID MCCULLOUGH BOARD MEMBER 1.0 0.0 X 0 0 0 John L Nau III BOARD MEMBER 1.0 0.0 X 0 0 0 Richard Edelman Board Member 1.0 0.0 X 0 0 0 Robert Niehaus BOARD MEMBER 1.0 0.0 X 0 0 0 Shaiza Rizavi BOARD MEMBER 1.0 0.0 X 0 0 0 John Britton BOARD MEMBER 1.0 0.0 X 0 0 0 Joseph DiMenna BOARD MEMBER 1.0 0.0 X 0 0 0 Victoria Phillips BOARD MEMBER 1.0 0.0 X 0 0 0 Dorothy Stapleton BOARD MEMBER 1.0 0.0 X 0 0 0 Lesley S Herrmann EXECUTIVE DIRECTOR 40.0 0.0 X 247559 0 21156 Timothy R Bailey DIRECTOR OF EDUCATION 40.0 0.0 X 145020 0 22077 511423 0 45159 3 false true false none 0 1117557 166577 1741378 26707 3025512 EDUCATIONAL SERVICES 900099 804975 804975 EDUCATIONAL RESOURCES 900099 30796 30796 835771 106398 106398 0 26608 26608 0 0 0 4538066 15548 4584605 -46539 15548 -30991 -30991 14800 1117557 203972 -189172 -189172 0 44190 10946 33244 33244 OTHER INCOME 900099 9798 9798 9798 3817168 878813 -87157 277524 277524 116400 116400 50000 50000 0 398152 159260 39816 199076 0 1631101 1270211 255550 105340 0 264194 186257 38308 39629 154813 109143 22448 23222 0 4358 4358 52110 52110 0 60000 60000 44413 44413 238868 131977 53275 53616 0 489025 443134 45891 93106 32818 60288 0 193718 193718 1229474 1227509 1965 0 0 0 0 11934 11934 53371 53371 HONORARIUMS 695640 695640 EDUCATIONAL RESOURCES 186663 185595 1068 EQUIPMENT 154435 113801 40634 DUES & SUBSCRIPTION 20820 17054 3766 22921 21665 1256 6443040 5037988 924169 480883 0 0 4332834 5894065 25072322 21209475 107394 204951 0 0 0 0 0 0 361757 297329 385522 411697 346096 318794 35600 27302 4943639 4558707 0 0 0 0 0 0 82875 82875 35321943 32686401 253374 184020 0 0 276629 288892 0 0 0 0 0 0 0 0 0 0 0 0 530003 472912 X 10185417 10505683 24606523 21707806 0 0 34791940 32213489 35321943 32686401 -2625872 47421 X false true X true false X 6632997 29378966 3148395 5323705 3025512 47509575 0 0 6632997 29378966 3148395 5323705 3025512 47509575 31426922 16082653 9403 15480 37634 100417 160523 323457 0 5391 6147 5608 6971 9798 33915 47866947 4673656 0.33599 0.30287 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 27606523 1984826 4283543 25307806 27847624 4925726 5166827 27606523 30304720 2087389 23686 4568171 27847624 6334208 29422220 9206 5460914 30304720 5147166 6652751 1155 5466864 6334208 0.14225 0.85775 false false 80420 76962 3458 196213 180019 16194 69463 61813 7650 27302 0 0 X 4033838 47421 203972 251393 3782445 44413 -9690 34723 3817168 6612289 214918 214918 6397371 44413 1256 45669 6443040 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 100% 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 X - LINE 2 As of June 30, 2015, no amounts have been recognized for tax benefits resulting from uncertain income tax positions. The Institute's tax returns for the 2012 fiscal year and forward are subject to the usual review by the appropriate authorities. PART XI - LINES 2D & 4B 2D. DIRECT SPECIAL EVENT EXPENSES: 203,972. 2D. COST OF GOODS SOLD: <10,946> 4B. FOREIGN TAXES PAID: 1,256. PART XII - LINES 2D & 4B 2D. DIRECT SPECIAL EVENT EXPENSES: 203,972. 2D. COST OF GOOD SOLD: 10,946 4B. FOREIGN TAXES PAID: 1,256. true Europe (Including Iceland and Greenland) Grantmaking 50000 Europe (Including Iceland and Greenland) Program Services TEACHER DEVELOPMENT 196769 246769 246769 GEORGE WASHINGTON UNIVERSITY Europe (Including Iceland and Greenland) 1 50000 wire false false false false false false PART I - LINE 3 THE GILDER LERHMAN INSTITUTE HELD three teacher development seminars IN THE U.K. DURING the summer of 2015. Total expenses: $196,769 WERE Paid to independent contractors and two universities TO ADMINISTER THE PROGRAM. In addition, THE GILDER LERHMAN INSTITUTE PROVIDEDS affiliate schools outside of the US WITH educational materials (cost under $1,000 each). X X X X X X X true Projects Plus Inc 254 West 29th Street 5th Fl NEW YORK NY 10001 FUNDRAISING CONSULTANT false 1132357 60000 1072357 1132357 60000 1072357 CA CO GA IL MD MA MN NJ VA WV GALA 1132357 1117557 14800 4116 19665 56758 35565 87868 0 1132357 1117557 14800 4116 19665 56758 35565 87868 203972 -189172 true Abraham Lincoln High School 2800 Ocean Pkwy Brooklyn NY 11235 501(C)(3) 10803 Resources for american history programs Academy of American Studies 28-01 41st Avenue Long Island City NY 11101 501(C)(3) 47343 Resources for american history programs ALL HALLOWS HIGH SCHOOL 111 EAST 164TH ST BRONX NY 10452 501(C)(3) 26800 Resources for american history programs ANDOVER PUBLIC SCHOOLS 1744 N ANDOVER RD ANDOVER KS 67002 501(C)(3) 18000 Resources for american history programs CONSTITUTION HIGH SCHOOL 18 SOUTH 7TH ST PHILADELPHIA PA 19106 501(C)(3) 10161 Resources for american history programs HIGH SCHOOL OF AMERICAN STUDIES 2925 GOULDEN AVE BRONX NY 10468 501(C)(3) 9000 Resources for american history programs MUSEUM OF THE CITY OF NEW YORK 1220 fifth ave NEW YORK NY 10029 131624098 501(C)(3) 30000 Resources for american history programs NEW DORP HIGH SCHOOL 465 NEW DORP LN STATEN ISLAND NY 10306 501(C)(3) 20592 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) 25494 Resources for american history programs PATCHOGUE MEDFORD SCHOOLS 181 BUFFALO AVE MEDFORD NY 11763 501(C)(3) 5428 Resources for american history programs SALESIAN HIGH SCHOOL 148 MAIN ST NEW ROCHELLE NY 10801 501(C)(3) 18903 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 14 STUDENT ESSAY PRIZE AWARDS 45 17400 ONLINE COURSE GRANT 5 3000 State History Teacher of Year Awards 46 46000 2015 National HTOY Award 1 11000 fellowships 10 30000 PART I - LINE 2 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 Lesley S Herrmann EXECUTIVE DIRECTOR 247559 0 0 0 0 0 0 0 21156 0 268715 0 0 0 Timothy R Bailey DIRECTOR OF EDUCATION 145020 0 0 0 0 0 0 0 22077 0 167097 0 0 0 X 4 26707 FMV false false false part 1 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 Richard Gilder and Lewis E. Lehrman, the Gilder Lehrman Institute of American History (THE "INSTITUTE") is a nonprofit organization devoted to the improvement of history education. The Institute has developed an array of programs for schools, teachers, and students that now operate in all fifty states, including a website that features more than 60,000 unique historical documents in the Gilder Lehrman Collection. Each year the Institute offers support and resources to tens of thousands of teachers, and through them enhances the education of more than a million students. 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. PART III - LINE 4D OTHER PROGRAMS: -National History Teacher of the Year Award program -History Scholar Awards -National Book Prizes -Conferences Outreach and Scholarly Fellowship Program 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 (TREASURER & executive v.p.), 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 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. PART VI, SECTION B. - QUESTION 11B DR. JAMES G. BASKER (PRESIDENT & trustee), AND CHRISTINE KANG (CHIEF OPERATIING 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. - QUESTIONS 15A EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES. In addition, when hiring COO Christine Kang, THE Institute used a recruiting firm, who provided competitive salary research to like-organizations prior to determination of COO's salary. PART VI, SECTION B. - QUESTIONS 15B THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER'S COMPENSATION IS REVIEWD 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.