GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY (EIN 13-3795391)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2014-01-21
- IRS object ID
- 201430219349300508
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-21T10:30:26-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY L | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133795391 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILDER LEHRMAN INSTITUTE | BusinessNameLine1 |
| Business Name Line2 | OF AMERICAN HISTORY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LESLEY S HERRMANN | InCareOfName |
| Name Control | GILD | NameControl |
| Phone | 6463669666 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 44TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD GILDER | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126617777 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr James G Basker | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 44TH STREET SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33260393 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GILDERLEHRMAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | Devoted to the improvement of history education. Employs programs & resources for students, teachers, scholars, & history enthusiasts, in the service of closing our nation's civic & historical literacy gap. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6632997 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 29378966 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2264369 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2105417 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3661 | InvestmentIncomePriorYear |
| Investment Income Current Year | 483620 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 246768 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11922 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9140473 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31979925 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1030 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 676539 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2117152 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2146836 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 318428 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 441572 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6252786 | OtherExpensePriorYear |
| Other Expenses Current Year | 4489441 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8370968 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7631244 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 769505 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 24348681 | RevenuesLessExpensesCY |
| Total Assets BOY | 12054125 | TotalAssetsBOY |
| Total Assets EOY | 36235627 | TotalAssetsEOY |
| Total Liabilities BOY | 998354 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 778668 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11055771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35456959 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2696930 | Expense |
| Grants | 0 | Grants |
| Revenue | 1879630 | Revenue |
| Description | TEACHER DEVELOPMENTS IN AMERICAN HISTORY: REACHED TEACHERS IN ALL 50 STATES. (40) WEEK-LONG SUMMER SEMINARS. APPROXIMATELY 180 DAYS OF STAFF DEVELOPMENT WORKSHOPS IN OVER 80 SCHOOL DISTRICTS ACROSS THE COUNTRY. OVER 6,500 TEACHERS TRAINED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 936394 | Expense |
| Grants | 646539 | Grants |
| Revenue | 0 | Revenue |
| Description | AMERICAN HISTORY SCHOOLS AND PROGRAMS: REACHED TEACHERS AND STUDENTS IN ALL 50 STATES AND 10 COUNTRIES OUTSIDE OF THE US. TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN GLI SCHOOL PROGRAMS WERE 2,040, REACHING OVER 600,000 STUDENTS. GLI HAD 24 SEMESTERS OF "SATURDAY ACADEMIES OF AMERICAN HISTORY" THAT OPERATED IN 17 SCHOOLS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 788610 | Expense |
| Grants | 0 | Grants |
| Revenue | 225787 | Revenue |
| Description | MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES: SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1880027 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 30000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6301961 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 313 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LESLEY S HERRMANN | NamePerson |
| Telephone Number | 6463669666 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 WEST 44TH STREET SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR JAMES G BASKER | ||||||
| PRESIDENT | 19.0 | X | X | 120000 | 0 | 0 |
| RICHARD GILDER | ||||||
| TREASURER & EXECUTIVE V.P. | 1.0 | X | X | 0 | 0 | 0 |
| LEWIS E LEHRMAN | ||||||
| EXECUTIVE VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| DANIEL P JORDAN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JOHN L NAU III | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| DAVID MCCULLOUGH | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ROBERT DAUM | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MARY JO CLAUGUS | ||||||
| BOARD MEMBER (RESIGNED 06/12) | 1.0 | X | 0 | 0 | 0 | |
| LESLEY S HERRMANN | ||||||
| EXECUTIVE DIRECTOR | 40.0 | X | 223290 | 0 | 32001 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 343290 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 32001 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY CASLIN ROSS | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 VISTA DEL CERRO | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | EXECUTIVE CONSULTANT | DescriptionOfServices |
| Compensation | 290529 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 214500 | FundraisingEvents |
| Government Grants | 530120 | GovernmentGrants |
| All Other Contributions | 28634346 | AllOtherContributions |
| Noncash Contributions | 430445 | NoncashContributions |
| Total Contributions | 29378966 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL SERVICES | 900099 | 2072294 | 2072294 |
| EDUCATIONAL RESOURCES | 900099 | 33123 | 33123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2105417 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15121 | TotalRevenueColumn |
| Exclusion | $15,121 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 359 | TotalRevenueColumn |
| Exclusion | $359 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1171890 | Securities |
| Other | 520000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1223391 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -51501 | Securities |
| Other | 520000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 468499 | TotalRevenueColumn |
| Exclusion | $468,499 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 214500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37458 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -33458 | TotalRevenueColumn |
| Exclusion | -$33,458 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 58493 | GrossSalesOfInventory |
| Cost Of Goods Sold | 19619 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38874 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6147 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6147 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6147 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31979925 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2150438 | RelatedOrExemptFunctionIncome |
| Exclusion | $450,521 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646539 | Total |
| Program Services | 646539 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27000 | Total |
| Program Services | 27000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Program Services | 3000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375291 | Total |
| Program Services | 298281 | ProgramServices |
| Management And General | 61449 | ManagementAndGeneral |
| Fundraising | 15561 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1375160 | Total |
| Program Services | 1094701 | ProgramServices |
| Management And General | 225518 | ManagementAndGeneral |
| Fundraising | 54941 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256016 | Total |
| Program Services | 201758 | ProgramServices |
| Management And General | 41564 | ManagementAndGeneral |
| Fundraising | 12694 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140369 | Total |
| Program Services | 111565 | ProgramServices |
| Management And General | 22983 | ManagementAndGeneral |
| Fundraising | 5821 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36477 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 33057 | ManagementAndGeneral |
| Fundraising | 2420 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20639 | Total |
| Management And General | 20639 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318428 | Total |
| Fundraising | 318428 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13286 | Total |
| Program Services | 1863 | ProgramServices |
| Management And General | 11423 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147362 | Total |
| Program Services | 133697 | ProgramServices |
| Management And General | 11422 | ManagementAndGeneral |
| Fundraising | 2243 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26193 | Total |
| Program Services | 25226 | ProgramServices |
| Management And General | 967 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687009 | Total |
| Program Services | 622237 | ProgramServices |
| Management And General | 55919 | ManagementAndGeneral |
| Fundraising | 8853 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256688 | Total |
| Program Services | 209173 | ProgramServices |
| Management And General | 46747 | ManagementAndGeneral |
| Fundraising | 768 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341164 | Total |
| Program Services | 72306 | ProgramServices |
| Management And General | 268673 | ManagementAndGeneral |
| Fundraising | 185 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1241784 | Total |
| Program Services | 1225122 | ProgramServices |
| Management And General | 2182 | ManagementAndGeneral |
| Fundraising | 14480 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76371 | Total |
| Program Services | 76371 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20489 | Total |
| Management And General | 20489 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47415 | Total |
| Management And General | 47415 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| HONORARIUMS | 1003747 | 1002909 | 838 | |
| EDUCATIONAL RESOURCES | 174739 | 173404 | 1335 | |
| AWARDS | 134689 | 134689 | ||
| DUES & ADMISSIONS | 65131 | 61398 | 1295 | 2438 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196258 | Total |
| Program Services | 179722 | ProgramServices |
| Management And General | 13491 | ManagementAndGeneral |
| Fundraising | 3045 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7631244 | Total |
| Program Services | 6301961 | ProgramServices |
| Management And General | 887711 | ManagementAndGeneral |
| Fundraising | 441572 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2557223 | BOY |
| EOY | 2915032 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6345653 | BOY |
| EOY | 30413748 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1439722 | BOY |
| EOY | 745376 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 781221 | BOY |
| EOY | 674990 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393757 | BOY |
| EOY | 362849 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 297168 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 263522 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54134 | BOY |
| EOY | 33646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427104 | BOY |
| EOY | 1034675 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55311 | BOY |
| EOY | 55311 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12054125 | BOY |
| EOY | 36235627 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657937 | BOY |
| EOY | 433670 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340417 | BOY |
| EOY | 344998 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 998354 | BOY |
| EOY | 778668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5321563 | BOY |
| EOY | 6352239 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5734208 | BOY |
| EOY | 29104720 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11055771 | BOY |
| EOY | 35456959 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12054125 | BOY |
| EOY | 36235627 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 24348681 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 52507 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9664969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10424866 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6808601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6632997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29378966 | CurrentTaxYear |
| Total | 62910399 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9664969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10424866 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6808601 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6632997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29378966 | CurrentTaxYear |
| Total | 62910399 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 44161312 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18749087 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148380 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9403 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15480 | CurrentTaxYear |
| Total | 290105 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5391 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6147 | CurrentTaxYear |
| Total | 12217 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 63212721 | TotalSupport |
| Gross Receipts From Admissions Etc | 9349868 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.29660 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.00000 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| General Explanation | THE GILDER LEHRAM INSTITUTE OF AMERICAN HISTORY (THE "INSTITUTE"), QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE 10% PLUS FACTS-AND-CIRCUMSTANCES TEST UNDER TREAS. REG 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS: 10% OF SUPPORT LIMITATION - THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR 2011 DID EXCEED 10%. 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. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5734208 | BeginningOfYearBalance |
| Contributions | 28822220 | Contributions |
| Investment Earnings Or Losses | 9206 | InvestmentEarningsOrLosses |
| Other Expenditures | 5460914 | OtherExpenditures |
| End Of Year Balance | 29104720 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5147166 | BeginningOfYearBalance |
| Contributions | 6052751 | Contributions |
| Investment Earnings Or Losses | 1155 | InvestmentEarningsOrLosses |
| Other Expenditures | 5466864 | OtherExpenditures |
| End Of Year Balance | 5734208 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4815915 | BeginningOfYearBalance |
| Contributions | 5040494 | Contributions |
| Other Expenditures | 4709243 | OtherExpenditures |
| End Of Year Balance | 5147166 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1970423 | BeginningOfYearBalance |
| Contributions | 4064519 | Contributions |
| Investment Earnings Or Losses | 141 | InvestmentEarningsOrLosses |
| Other Expenditures | 1219168 | OtherExpenditures |
| End Of Year Balance | 4815915 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76270 | OtherCostOrOtherBasis |
| Depreciation | 58581 | Depreciation |
| Book Value | 17689 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 166734 | OtherCostOrOtherBasis |
| Depreciation | 152331 | Depreciation |
| Book Value | 14403 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54164 | OtherCostOrOtherBasis |
| Depreciation | 52610 | Depreciation |
| Book Value | 1554 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33646 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 31979925 | TotalRevenue |
| Total Expenses | 7631244 | TotalExpenses |
| Excess Or Deficit For Year | 24348681 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 52507 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 52507 | TotalAdjustments |
| Excess Or Deficit Per FS | 24401188 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32141010 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 52507 | NetUnrealizedGainsInvestments |
| Other Revenues | 108578 | OtherRevenues |
| Revenue Not Rptd F990 | 161085 | RevenueNotRptdF990 |
| Revenue Subtotal | 31979925 | RevenueSubtotal |
| Total Revenue Per Form990 | 31979925 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7739822 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 108578 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 108578 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7631244 | ExpensesSubtotal |
| Total Expenses Per Form990 | 7631244 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATIONS MAINTAINING COLLECTIONS OF ART, OR OTHER SIMILAR ASSETS | 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. |
| ENDOWMENT FUNDS | PART V - LINE 4 | THE TEMPORARILY RESTRICTED FUNDS ARE TO BE USED FOR AMERICAN HISTORY EDUCATION PROGRAMS THAT ARE TO OCCUR IN FUTURE FISCAL YEARS. |
| OTHER LIABILITIES | PART X - LINE 2 | As of June 30, 2012, no amounts have been recognized for uncertain income tax positions. The Institute's tax returns for the 2009 fiscal year and forward are subject to the usual review by the appropriate authorities. |
| RECONCILIATION OF REVENUE | PART XII - LINE 2D | 2D. COST OF GOODS SOLD: 19,619. 2D. REALIZED LOSS ON SALE OF INVESTMENTS: 51,501. 2D. DIRECT SPECIAL EVENT EXPENSES: 37,458. |
| RECONCILIATION OF EXPENSES | PART XIII - LINE 2D | 2D. COST OF GOODS SOLD: 19,619. 2D. REALIZED LOSS ON SALE OF INVESTMENTS: 51,501. 2D. DIRECT SPECIAL EVENT EXPENSES: 37,458. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | TEACHER DEVELOPMENT | 94800 |
| Europe (Including Iceland and Greenland) | Grantmaking | 3000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 97800 | SubtotalAmountSpent |
| Total Amount Spent | 97800 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIPS | TypeOfAssistance |
| Region | Europe/Iceland/Greenland | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 3000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE/CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS TO INDIVIDUALS OUTSIDE OF THE U.S. | Identifier |
| Return Reference | PART I - LINE 2 | ReturnReference |
| Explanation | The Institute awarded (1) $3,000 fellowship for an American history scholar to study at the Gilder Lehrman Collection. A fellow applies through a rigorous application process, including submittal of a written statement, scope of research work, references and credentials. An in-person meeting is required between Institute staff and the fellow, and the fellow is supervised by staff during their research trip. A written report is required post-research. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| MARY CASLIN ROSS | 6 VISTA DEL CERRO | SANTA FE | NM | 87508 | EXECUTIVE CONSULTANT | false | 0 | 154990 | 0 |
| REVERE ADVISORS | 106 BRAMACH ROAD | SCARSDALE | NY | 10583 | FUNDRAISER CONSULTANT | false | 0 | 163438 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 318428 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 218500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 214500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4825 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 18989 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13644 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 218500 | GrossReceiptsTotal |
| Charitable Contributions Total | 214500 | CharitableContributionsTotal |
| Gross Revenue Total Events | 4000 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4825 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18989 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 13644 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37458 | DirectExpenseSummaryEvents |
| Net Income Summary | -33458 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection |
|---|---|---|---|---|---|---|
| Abraham Lincoln High School | ||||||
| 2800 Ocean Pkwy | Brooklyn | NY | 11235 | 22420 | ||
| Academy of American Studies | ||||||
| 41st Avenue | Long Island City | NY | 11101 | 57551 | ||
| ALGIERS CHARTER SCHOOL ASSOCIATION | ||||||
| 3172 MacArthur Ste 100A | NO | LA | 70114 | 18000 | ||
| ALL HALLOWS HIGH SCHOOL | ||||||
| 111 EAST 164TH ST | BRONX | NY | 10452 | 59148 | ||
| ANDOVER PUBLIC SCHOOLS | ||||||
| 1744 N ANDOVER RD | ANDOVER | KS | 67002 | 15000 | ||
| BISHOP KEARNEY HIGH SCHOOL | ||||||
| 2202 60th St | Brooklyn | NY | 11204 | 13641 | ||
| BROOKLYN HISTORICAL SOCIETY | ||||||
| 128 PIERREPONT ST | BROOKLYN | NY | 11201 | 17439 | 111630813 | 501(C)(3) |
| CONSTITUTION HIGH SCHOOL | ||||||
| 18 SOUTH 7TH ST | PHILADELPHIA | PA | 19106 | 12991 | ||
| FREDERICK DOUGLASS ACADEMY | ||||||
| 2581 A C POWELL BLVD | NEW YORK | NY | 10039 | 6505 | ||
| GEORGE WASHINGTON UNIVERSITY | ||||||
| 2108 NW G ST | WASHINGTON DC | DC | 20052 | 25012 | 530196584 | 501(C)(3) |
| GLEN ESTE HIGH SCHOOL | ||||||
| 4342 WITHAMSVILLE RD | CINCINNATI | OH | 45245 | 9956 | ||
| HIGH SCHOOL OF AMERICAN STUDIES | ||||||
| 2925 GOULDEN AVE | BRONX | NY | 10468 | 16554 | ||
| IS 123 GENERAL FUND | ||||||
| 1025 MORRISON AVE | BRONX | NY | 10472 | 12911 | ||
| MADISON COUNTY BOARD OF EDUCATION | ||||||
| 1275 G FORDAN RD | HUNTSVILLE | AL | 35811 | 6245 | ||
| MILWAUKEE PUBLIC SCHOOLS | ||||||
| 5225 WEST VILET | MILWAUKEE | WI | 53201 | 45367 | ||
| MINNEAPOLIS PUBLIC SCHOOLS | ||||||
| 807 NE BROADWAY | MIMNNEAPOLIS | MN | 55413 | 5153 | ||
| MONSIGNOR FARRELL HIGH SCHOOL | ||||||
| 2900 AMBOY RD | STATEN ISLAND | NY | 10306 | 36000 | ||
| MUSEUM OF THE CITY OF NEW YORK | ||||||
| 1220 fifth ave | NEW YORK | NY | 10029 | 17315 | 131624098 | 501(C)(3) |
| NEW DORP HIGH SCHOOL | ||||||
| 465 NEW DORP LN | STATEN ISLAND | NY | 10306 | 41543 | ||
| NEW YORK HISTORICAL SOCIETY | ||||||
| 2 WEST 77TH ST | NEW YORK | NY | 10024 | 36000 | 131624124 | 501(C)(3) |
| NOTRE DAME SCHOOL | ||||||
| 327 WEST 13TH ST | NEW YORK | NY | 10014 | 50660 | ||
| PATCHOGUE MEDFORD SCHOOLS | ||||||
| 181 BUFFALO AVE | MEDFORD | NY | 11763 | 10328 | ||
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 49 BLEEKER ST | NEWARK | NJ | 07102 | 9070 | 237318742 | 501(C)(3) |
| SALESIAN HIGH SCHOOL | ||||||
| 148 MAIN ST | NEW ROCHELLE | NY | 10801 | 48359 | ||
| SPANISH RIVER COMMUNITY HIGH SCHOOL | ||||||
| 5100 JOB RD | BOCA RATON | FL | 33496 | 7425 | ||
| WASHINGTON COLLEGE | ||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | 25000 | 520591691 | 501(C)(3) |
| WICHITA PUBLIC SCHOOLS USD 259 | ||||||
| 201 N WATER | WITCHITA | KS | 67202 | 16976 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 33 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 9 | NumberOfRecipients |
| Amount Of Cash Grant | 27000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GRANTS TO GOVERNMENTS AND ORGANIZATIONS IN THE U.S. | 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. |
| GRANTS TO INDIVIDUALS IN THE U.S. | PART I - LINE 2 | The Institute awarded (9) $3,000 fellowships for American history scholars to study at the Gilder Lehrman Collection. Each fellow applies through a rigorous application process, including submittal of a written statement, scope of research work, references and credentials. An in-person meeting is required between Institute staff and the fellow, and the fellow is supervised by staff during their research trip. A written report is required post-research. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LESLEY S HERRMANN | NamePerson |
| Base Compensation Filing Org | 223290 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 32001 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 255291 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 430445 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | PART III - LINE 1 | 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. |
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | PART III - LINE 4C | MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES: COLLECTIONS INCLUDE OVER 60,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. AT LEAST 20% ARE DIGITIZED AND AVAILBALE ON THE GLI WEBSITE. THE WEBSITE, WHICH WAS RELAUNCHED IN 2012, RECIEVES OVER 345,000 VISITORS PER YEAR. DOCUMENTS ARE NOT SEARCHABLE NOT ONLY BY KEYWORDS BUT ERA OF HISTORY. GLI HAS 72 PUBLICATIONS IN CIRCULATION, WITH THREE NEW TITLES THIS YEAR. TRAVELING EXHIBITIONS ON NINE TOPICS ARE IN CIRCULATION AND VISITED 89 SITES AROUND THE COUNTRY. THREE PHYSICAL EXHIBITION SPACES ARE AVAILABLE TO THE PUBLIC AT THE NYHS, MT. VERNON, AND GETTYSBURG. |
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | PART III - LINE 4D | OTHER PROGRAMS: - HISTORY TEACHER OF THE YEAR AWARD PROGRAM. - GL SCHOLARS AWARD PROGRAM. - NATIONAL BOOK PRIZES. - CONFERENCES OUTREACH - SCHOLARLY FELLOWSHIPS AWARDS PROGRAM. |
| GOVERNANCE, MANAGEMENT, AND DISCOSURE | PART VI, SECTION A. - QUESTION 2 | DR. JAMES G. BASKER (PRESIDENT), IS A PAID CONSULTANT TO THE GILDER FOUNDATION, WHICH IS DIRECTED BY RICHARD GILDER (TREASURER), AND WHICH DONATED APPROXIMATELY 3 MILLION PER YEAR (THIS YEAR 27 MILLION) TO THE GILDER LEHRMAN INSTITUTE. |
| GOVERNANCE, MANAGEMENT, AND DISCOSURE | PART VI, SECTION B. - QUESTION 11B | DR. JAMES G. BASKER (PRESIDENT), AND LESLEY S. HERRMANN (EXECUTIVE DIRECTOR) REVIEWED THE FORM 990 BEFORE IT WAS FILED. AFTER FILING, A COPY WAS FURNISHED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. |
| GOVERNANCE, MANAGEMENT, AND DISCOSURE | PART VI, SECTION B. - QUESTION 12C | CONFLICT OF INTEREST POLICIES ARE REVIEWED BY THE BOARD OF TRUSTEES AT LEAST ANNUALLY. |
| GOVERNANCE, MANAGEMENT, AND DISCOSURE | PART VI, SECTION B. - QUESTIONS 15A & 15B | EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES. |
| GOVERNANCE, MANAGEMENT, AND DISCOSURE | 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 MAKE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | PART XI - LINE 5 | 5. UNREALIZED GAIN ON INVESTMENTS: 52,507. |
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