GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-17
IRS object ID
201500489349302010
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-17T13:56:48-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041405ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133795391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILDER LEHRMAN INSTITUTEBusinessNameLine1
Business Name Line2OF AMERICAN HISTORYBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% LESLEY S HERRMANNInCareOfNm
Business Name ControlGILDBusinessNameControlTxt
Phone6463669666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 West 45th StreetAddressLine1
Address Line2Suite 6th FlAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10036ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDr James G BaskerPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6463669666PhoneNum
Signature2015-02-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J REILLYPreparerPersonNm
PTINP00183769PTIN
Phone6463669666PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDr James G BaskerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 WEST 45TH STREET 6TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10036ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$10,065,370GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GILDERLEHRMAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionDevoted to the improvement of history education. employs programs & resources for students, teachers, scholars & history enthusiasts (continues on schedule o).ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee43TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,148,395PYContributionsGrantsAmt
CY Contributions Grants$5,323,705CYContributionsGrantsAmt
PY Program Service Revenue$1,668,708PYProgramServiceRevenueAmt
CY Program Service Revenue$750,277CYProgramServiceRevenueAmt
PY Investment Income$483,271PYInvestmentIncomeAmt
CY Investment Income$440,080CYInvestmentIncomeAmt
PY Other Revenue-$12,781PYOtherRevenueAmt
CY Other Revenue-$165,635CYOtherRevenueAmt
PY Total Revenue$5,287,593PYTotalRevenueAmt
CY Total Revenue$6,348,427CYTotalRevenueAmt
PY Grants And Similar Paid$637,887PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$485,945CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,186,528PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,184,405CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$101,406PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$45,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$385,376CYTotalFundraisingExpenseAmt
PY Other Expenses$3,702,348PYOtherExpensesAmt
CY Other Expenses$3,345,873CYOtherExpensesAmt
PY Total Expenses$6,628,169PYTotalExpensesAmt
CY Total Expenses$6,061,223CYTotalExpensesAmt
PY Revenues Less Expenses-$1,340,576PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$287,204CYRevenuesLessExpensesAmt
Total Assets BOY$34,881,042TotalAssetsBOYAmt
Total Assets EOY$35,321,943TotalAssetsEOYAmt
Total Liabilities BOY$756,438TotalLiabilitiesBOYAmt
Total Liabilities EOY$530,003TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,124,604NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$34,791,940NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,672,297ExpenseAmt
Revenue$717,880RevenueAmt
DescTEACHER DEVELOPMENTS IN AMERICAN HISTORY: REACHED TEACHERS IN ALL 50 STATES. (40) WEEK-LONG SUMMER SEMINARS. APPROXIMATELY 75 additional DAYS OF STAFF DEVELOPMENT WORKSHOPS IN OVER 30 SCHOOL DISTRICTS ACROSS THE COUNTRY. OVER 2,500 TEACHERS TRAINED.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,063,523ExpenseAmt
Grant$2,820GrantAmt
Revenue$32,397RevenueAmt
DescMUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES: COLLECTIONS INCLUDEs OVER 60,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. AT LEAST 20% ARE DIGITIZED AND available ON THE GLI WEBSITE. THE WEBSITE, WHICH WAS RELAUNCHED IN 2012, RECEIVES OVER 3,000,000 VISITORS PER YEAR. DOCUMENTS ARE NOW SEARCHABLE NOT ONLY BY KEYWORDS BUT ERA OF HISTORY. GLI HAS 80 PUBLICATIONS IN CIRCULATION, WITH NINE NEW TITLES THIS YEAR. TRAVELING EXHIBITIONS ON NINE TOPICS ARE IN CIRCULATION AND VISITED 150 SITES AROUND THE COUNTRY. THREE PHYSICAL EXHIBITION SPACES ARE AVAILABLE TO THE PUBLIC AT THE N-YHS, MT. VERNON, AND GETTYSBURG.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$637,426ExpenseAmt
Grant$483,125GrantAmt
DescAMERICAN HISTORY SCHOOLS AND PROGRAMS: REACHED STUDENTS IN ALL 50 STATES AND 26 COUNTRIES OUTSIDE OF THE US. TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN GLI SCHOOL PROGRAMS WERE 4,800, REACHING OVER 1,200,000 STUDENTS. GLI HAD 14 SEMESTERS OF "SATURDAY ACADEMIES OF AMERICAN HISTORY" THAT OPERATED IN 11 SCHOOLS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$569,807TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$4,943,053TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document292IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee43EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLESLEY S HERRMANNPersonNm
Phone6463669666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 WEST 45TH STREET 6TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10036ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR JAMES G BASKER
PRESIDENT19.0Yes (X)Yes (X)$120,000$0$1,318
RICHARD GILDER
TREASURER & EXECUTIVE V.P.1.0Yes (X)Yes (X)$0$0
LEWIS E LEHRMAN
EXECUTIVE VICE PRESIDENT1.0Yes (X)Yes (X)$0$0
DANIEL P JORDAN
Secretary1.0Yes (X)Yes (X)$0$0
JOHN L NAU III
BOARD MEMBER1.0Yes (X)$0$0
DAVID MCCULLOUGH
BOARD MEMBER1.0Yes (X)$0$0
ROBERT DAUM
BOARD MEMBER1.0Yes (X)$0$0
Robert Niehaus
Board Member1.0Yes (X)$0$0
SHAIZA RIZAVI
BOARD MEMBER1.0Yes (X)$0$0
RICHARD EDELMAN
BOARD MEMBER1.0Yes (X)$0$0
LESLEY S HERRMANN
EXECUTIVE DIRECTOR40.0Yes (X)$234,784$0$26,556
FieldValueIRS element (for citing)
Total Reportable Comp From Org$354,784TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$27,874TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonTIM BAILEYPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14971 W ASPEN SHADOW COURTAddressLine1
CityWEST JORDANCity
StateUTState
ZIP Code84081ZIPCode
FieldValueIRS element (for citing)
ServicesEXECUTIVE CONSULTANTServicesDesc
Compensation$125,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$1,065,031FundraisingAmt
Government Grants$9,545GovernmentGrantsAmt
All Other Contributions$4,249,129AllOtherContributionsAmt
Noncash Contributions$592,896NoncashContributionsAmt
Total Contributions$5,323,705TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATIONAL SERVICES900099$717,880$717,880
EDUCATIONAL RESOURCES900099$32,397$32,397
FieldValueIRS element (for citing)
Total Program Service Revenue$750,277TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,953TotalRevenueColumnAmt
Exclusion$99,953ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$464TotalRevenueColumnAmt
Exclusion$464ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,755,372SecuritiesAmt
Other$72,956OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,488,201SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$267,171SecuritiesAmt
Other$72,956OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$340,127TotalRevenueColumnAmt
Exclusion$340,127ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$25,800FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,065,031ContriRptFundraisingEventAmt
Fundraising Direct Expenses$220,024FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$194,224TotalRevenueColumnAmt
Exclusion-$194,224ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$29,872GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,718CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,154TotalRevenueColumnAmt
Related Or Exempt Func Income$21,154RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$6,971TotalRevenueColumnAmt
Related Or Exempt Func Income$6,971RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,971OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,348,427TotalRevenueColumnAmt
Related Or Exempt Func Income$778,402RelatedOrExemptFuncIncomeAmt
Exclusion$246,320ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$335,742TotalAmt
Program Services$335,742ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$150,203TotalAmt
Program Services$150,203ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$390,728TotalAmt
Program Services$273,779ProgramServicesAmt
Management And General$56,097ManagementAndGeneralAmt
Fundraising$60,852FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,387,832TotalAmt
Program Services$972,441ProgramServicesAmt
Management And General$199,250ManagementAndGeneralAmt
Fundraising$216,141FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$271,012TotalAmt
Program Services$189,896ProgramServicesAmt
Management And General$38,909ManagementAndGeneralAmt
Fundraising$42,207FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$134,833TotalAmt
Program Services$94,476ProgramServicesAmt
Management And General$19,358ManagementAndGeneralAmt
Fundraising$20,999FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,383TotalAmt
Management And General$2,383ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,833TotalAmt
Management And General$15,833ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$45,000TotalAmt
Fundraising$45,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,410TotalAmt
Program Services$38,410ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$254,342TotalAmt
Program Services$242,839ProgramServicesAmt
Management And General$11,326ManagementAndGeneralAmt
Fundraising$177FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$550,792TotalAmt
Program Services$498,694ProgramServicesAmt
Management And General$52,098ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$152,091TotalAmt
Program Services$4,165ProgramServicesAmt
Management And General$147,926ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,048,292TotalAmt
Program Services$1,045,700ProgramServicesAmt
Management And General$2,592ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$97,716TotalAmt
Program Services$44,697ProgramServicesAmt
Management And General$53,019ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,289TotalAmt
Management And General$20,289ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,898TotalAmt
Management And General$53,898ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
HONORARIUMS$672,072$672,072
EDUCATIONAL RESOURCES$163,194$163,194
DUES & SUBSCRIPTION$17,794$15,106$2,688
EQUIPMENT$175,646$135,149$40,497

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$83,121TotalAmt
Program Services$66,490ProgramServicesAmt
Management And General$16,631ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,061,223TotalAmt
Program Services$4,943,053ProgramServicesAmt
Management And General$732,794ManagementAndGeneralAmt
Fundraising$385,376FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,796,009BOYAmt
EOY$4,332,834EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,085,475BOYAmt
EOY$25,072,322EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$717,529BOYAmt
EOY$107,394EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$353,800BOYAmt
EOY$361,757EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$389,513BOYAmt
EOY$385,522EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$342,460LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$306,860LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$51,739BOYAmt
EOY$35,600EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,348,791BOYAmt
EOY$4,943,639EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$138,186BOYAmt
EOY$82,875EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,881,042BOYAmt
EOY$35,321,943EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$458,492BOYAmt
EOY$253,374EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$297,946BOYAmt
EOY$276,629EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$756,438BOYAmt
EOY$530,003EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,076,980BOYAmt
EOY$10,185,417EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,047,624BOYAmt
EOY$24,606,523EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,124,604BOYAmt
EOY$34,791,940EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,881,042BOYAmt
EOY$35,321,943EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$287,204ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$380,132NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,808,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,632,997CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,378,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,148,395CurrentTaxYearMinus1YearAmt
Current Tax Year$5,323,705CurrentTaxYearAmt
Total$51,292,664TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,808,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,632,997CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,378,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,148,395CurrentTaxYearMinus1YearAmt
Current Tax Year$5,323,705CurrentTaxYearAmt
Total$51,292,664TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$35,678,458SubstantialContributorsTotAmt
Public Support Total170$15,614,206PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,634CurrentTaxYearMinus1YearAmt
Current Tax Year$100,417CurrentTaxYearAmt
Total$236,134TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,391CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,147CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,608CurrentTaxYearMinus1YearAmt
Current Tax Year$6,971CurrentTaxYearAmt
Total$24,747TotalAmt
FieldValueIRS element (for citing)
Total Support$51,553,545TotalSupportAmt
Gross Receipts Rltd Activities$6,895,577GrossReceiptsRltdActivitiesAmt
Public Support CY1700.30287PublicSupportCY170Pct
Public Support PY1700.28688PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SECTION C. - LINE 17AFormAndLineReferenceDesc
ExplanationTHE GILDER LEHRAM INSTITUTE OF AMERICAN HISTORY (THE "INSTITUTE"), QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE 10 percent PLUS FACTS-AND-CIRCUMSTANCES TEST UNDER TREAS. REG 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS: 10 percent OF SUPPORT LIMITATION - THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2013 DID EXCEED 10 percent. ATTRACTION OF PUBLIC SUPPORT - FOUNDED IN 1994, BY RICHARD GILDER AND LEWIS LEHRMAN, THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY IS A NONPROFIT ORGANIZATION DEVOTED TO THE IMPROVEMENT OF HISTORY EDUCATION. THE INSTITUTE EMPLOYS A WIDE RANGE OF PROGRAMS AND RESOURCES FOR STUDENTS, TEACHERS, SCHOLARS, AND HISTORY ENTHUSIASTS THROUGHOUT THE NATION, IN THE SERVICE FOR CLOSING OUR NATION'S CIVIC AND HISTORICAL LITERACY GAP. THE GILDER LEHRMAN INSTITUTE'S WEBSITE, WWW.GILDERLEHRMAN.ORG, SERVES AS A GATEWAY TO AMERICAN HISTORY ONLINE WITH RICH RESOURCES FOR EDUCATORS, DESIGNED SPECIFICALLY FOR K-12 TEACHERS AND STUDENTS. SCHOLARS TO WORK IN THE GILDER LEHRMAN COLLECTION. SOURCES OF SUPPORT - THE INSTITUTE'S FUNDING COMES FROM DIVERSE SOURCES OF SUPPORT, INCLUDING A NUMBER OF PRIVATE FOUNDATIONS AND OTHER ORGANIZATIONS AND INDIVIDUALS THAT SUPPORT ITS PURPOSE. REPRESENTATIVE GOVERNING BODY - THE INSTITUTE'S ACTIVITIES ARE GOVERNED BY A BOARD OF DIRECTORS, REFLECTING A BROAD RANGE OF INDIVIDUALS WITH SPECIAL BACKGROUND AND EXPERTISE IN MANAGING AND OPERATING A NONPROFIT EDUCATIONAL ORGANIZATION. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES - THE INSTITUTE ENGAGES IN A VARIETY OF CHARITABLE AND EDUCATIONAL ACTIVITIES THAT ARE CONDUCTED DIRECTLY FOR THE BENEFIT OF THE PUBLIC ON A CONTINUING BASIS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,847,624BeginningYearBalanceAmt
Contributions$4,925,726ContributionsAmt
Other Expenditures$5,166,827OtherExpendituresAmt
End Year Balance$27,606,523EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,304,720BeginningYearBalanceAmt
Contributions$2,087,389ContributionsAmt
Investment Earnings Or Losses$23,686InvestmentEarningsOrLossesAmt
Other Expenditures$4,568,171OtherExpendituresAmt
End Year Balance$27,847,624EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,334,208BeginningYearBalanceAmt
Contributions$29,422,220ContributionsAmt
Investment Earnings Or Losses$9,206InvestmentEarningsOrLossesAmt
Other Expenditures$5,460,914OtherExpendituresAmt
End Year Balance$30,304,720EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,147,166BeginningYearBalanceAmt
Contributions$6,652,751ContributionsAmt
Investment Earnings Or Losses$1,155InvestmentEarningsOrLossesAmt
Other Expenditures$5,466,864OtherExpendituresAmt
End Year Balance$6,334,208EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,815,915BeginningYearBalanceAmt
Contributions$5,040,494ContributionsAmt
Other Expenditures$4,709,243OtherExpendituresAmt
End Year Balance$5,147,166EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10867BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.89133TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,420OtherCostOrOtherBasisAmt
Depreciation$76,500DepreciationAmt
Book Value$3,920BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$192,577OtherCostOrOtherBasisAmt
Depreciation$171,606DepreciationAmt
Book Value$20,971BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,463OtherCostOrOtherBasisAmt
Depreciation$58,754DepreciationAmt
Book Value$10,709BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,600TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,918,891TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$380,132NetUnrealizedGainsInvstAmt
Other Revenue$228,742OtherRevenueAmt
Revenue Not Reported$608,874RevenueNotReportedAmt
Revenue Subtotal$6,310,017RevenueSubtotalAmt
Investment Expenses Not Incld$38,410InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$38,410RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,348,427TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,251,555TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$228,742OtherExpensesIncludedAmt
Expenses Not Reported$228,742ExpensesNotReportedAmt
Expenses Subtotal$6,022,813ExpensesSubtotalAmt
Investment Expenses Not Incld2$38,410InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$38,410ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,061,223TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 4the 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.
PART V - LINE 4THE TEMPORARILY RESTRICTED FUNDS ARE TO BE USED FOR AMERICAN HISTORY EDUCATION PROGRAMS THAT ARE TO OCCUR IN FUTURE FISCAL YEARS.
PART X - LINE 2As of June 30, 2014, no amounts have been recognized for benefits resulting from uncertain income tax positions. The Institute's tax returns for the 2011 fiscal year and forward are subject to the usual review by the appropriate authorities.
PART XI - LINE 2D2D. COST OF GOODS SOLD: 8,718. 2D. DIRECT SPECIAL EVENT EXPENSES: 220,024. 4B. INVESTMENT MANAGEMENT FEES, NET: 38,410.
PART XII - LINE 2D2D. COST OF GOODS SOLD: 8,718. 2D. DIRECT SPECIAL EVENT EXPENSES: 220,024. 4B. INVESTMENT MANAGEMENT FEES, NET: 38,410.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Program ServicesTEACHER DEVELOPMENT$140,668
North AmericaProgram ServicesTEACHER DEVELOPMENT$16,978
FieldValueIRS element (for citing)
Subtotal Spent$157,646SubtotalSpentAmt
Total Spent$157,646TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonASTIC PRODUCTIONS LLCPersonNm
ActivityFUNDRAISING CONSULTANTActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$1,090,831GrossReceiptsAmt
Retained By Contractor$45,000RetainedByContractorAmt
Net To Organization$1,045,831NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$1,090,831TotalGrossReceiptsAmt
Total Retained By Contractors$45,000TotalRetainedByContractorsAmt
Total Net To Organization$1,045,831TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1Amt
Gross Receipts Event1$1,090,831GrossReceiptsEvent1Amt
Charitable Contri Event1$1,065,031CharitableContriEvent1Amt
Gross Revenue Event1$25,800GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,562NonCashPrizesEvent1Amt
Rent Facility Costs Event1$4,425RentFacilityCostsEvent1Amt
Food And Beverage Event1$74,734FoodAndBeverageEvent1Amt
Entertainment Event1$1,500EntertainmentEvent1Amt
Other Direct Expenses Event1$137,803OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,090,831GrossReceiptsTotalAmt
Charitable Contributions Tot$1,065,031CharitableContributionsTotAmt
Gross Revenue Total Events$25,800GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,562NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$4,425RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$74,734FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$137,803OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$220,024DirectExpenseSummaryEventsAmt
Net Income Summary-$194,224NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeCash GrantCashGrantAmtRecipient EINRecipientEINIRC SectionIRCSectionDesc
Abraham Lincoln High School
2800 Ocean PkwyBrooklynNY11235$21,387
Academy of American Studies
41st AvenueLong Island CityNY11101$46,270
ALL HALLOWS HIGH SCHOOL
111 EAST 164TH STBRONXNY10452$38,222
ANDOVER PUBLIC SCHOOLS
1744 N ANDOVER RDANDOVERKS67002$16,307
CONSTITUTION HIGH SCHOOL
18 SOUTH 7TH STPHILADELPHIAPA19106$11,978
HIGH SCHOOL OF AMERICAN STUDIES
2925 GOULDEN AVEBRONXNY10468$18,480
MUSEUM OF THE CITY OF NEW YORK
1220 fifth aveNEW YORKNY10029$28,095131624098501(C)(3)
NEW DORP HIGH SCHOOL
465 NEW DORP LNSTATEN ISLANDNY10306$18,611
NEW YORK HISTORICAL SOCIETY
2 WEST 77TH STNEW YORKNY10024$15,000131624124501(C)(3)
NOTRE DAME SCHOOL
327 WEST 13TH STNEW YORKNY10014$26,437
PATCHOGUE MEDFORD SCHOOLS
181 BUFFALO AVEMEDFORDNY11763$6,030
SALESIAN HIGH SCHOOL
148 MAIN STNEW ROCHELLENY10801$21,410
WASHINGTON COLLEGE
300 WASHINGTON AVECHESTERTOWNMD21620$25,000520591691501(C)(3)
ST FRANCIS PREPARTORY
6100 FRANCIS LEWIS BLVDFRESH MEADOWSNY11365$12,733
HEIGHTS HIGH SCHOOL
201 NORTH WATERWICHITAKS67202$16,143
SCHOOL WITHOUT WALLS
PO BOX 7247-0244PHILADELPHIAPA191700001$6,121
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FELLOWSHIPS10$30,000
NATIONAL BOOK PRIZE1$50,000
NATIONAL HISTORY TEACHER OF THE YEAR AWARD54$63,000
STUDENT ESSAY AWARDS19$5,401
AMERICAN HISTORY GRANT1$1,802

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I - LINE 2FormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLESLEY S HERRMANNPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$234,784BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org$26,556NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$261,340TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$592,896NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 1Founded in 1994 by Richard Gilder and Lewis E. Lehrman, the Gilder Lehrman Institute of American History 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 4DOTHER PROGRAMS: - HISTORY TEACHER OF THE YEAR AWARD PROGRAM - GL SCHOLARS AWARD PROGRAM - NATIONAL BOOK PRIZES - CONFERENCES OUTREACH - SCHOLARLY FELLOWSHIPS AWARDS PROGRAM
PART VI, SECTION A. - QUESTION 2DR. 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.
PART VI, SECTION B. - QUESTION 11BDR. JAMES G. BASKER (PRESIDENT & trustee), AND LESLEY S. HERRMANN (EXECUTIVE DIRECTOR) 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 12cthe CONFLICT OF INTEREST POLICy is supplied to all trustees and completed on an annual basis.
PART VI, SECTION B. - QUESTIONS 15A & 15BEXECUTIVE DIRECTOR COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES.
PART VI, SECTION C. - QUESTION 19THE 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.

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