2014-01-21T10:30:26-05:00 2012-06-30 CONDON O'MEARA MCGINTY & DONNELLY L ONE BATTERY PARK PLAZA NEW YORK NY 100041405 990 2011-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY % LESLEY S HERRMANN GILD 6463669666 19 WEST 44TH STREET NEW YORK NY 10036 RICHARD GILDER 2012-11-14 true 2126617777 2011 2016-02-25 16:41:14Z Dr James G Basker 19 WEST 44TH STREET SUITE 500 NEW YORK NY 10036 33260393 false X WWW.GILDERLEHRMAN.ORG X 1994 NY 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. 7 6 46 0 0 0 6632997 29378966 2264369 2105417 -3661 483620 246768 11922 9140473 31979925 1030 676539 0 0 2117152 2146836 0 318428 441572 6252786 4489441 8370968 7631244 769505 24348681 12054125 36235627 998354 778668 11055771 35456959 X SEE SCHEDULE O false false 2696930 0 1879630 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. 936394 646539 0 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. 788610 0 225787 MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES: SEE SCHEDULE O 1880027 30000 0 6301961 true true false false false false false true false true true false false false false true true false false false true false false true true false false true true true false false false false false false false false true false false false false false false false false false true 313 0 true 46 true false false false false false true true false false false false X 7 6 true false false false false false false true true false false true true true true true true true true false CA CO GA IL MD MA MN NJ VA WI X LESLEY S HERRMANN 6463669666 19 WEST 44TH STREET SUITE 500 NEW YORK NY 10036 DR JAMES G BASKER 19.0 X X 120000 0 0 RICHARD GILDER 1.0 X X 0 0 0 LEWIS E LEHRMAN 1.0 X X 0 0 0 DANIEL P JORDAN 1.0 X 0 0 0 JOHN L NAU III 1.0 X 0 0 0 DAVID MCCULLOUGH 1.0 X 0 0 0 ROBERT DAUM 1.0 X 0 0 0 MARY JO CLAUGUS 1.0 X 0 0 0 LESLEY S HERRMANN 40.0 X 223290 0 32001 343290 0 32001 2 false true false MARY CASLIN ROSS 6 VISTA DEL CERRO SANTA FE NM 87508 EXECUTIVE CONSULTANT 290529 1 214500 530120 28634346 430445 29378966 EDUCATIONAL SERVICES 900099 2072294 2072294 EDUCATIONAL RESOURCES 900099 33123 33123 2105417 15121 15121 0 359 359 1171890 520000 1223391 -51501 520000 468499 468499 4000 214500 37458 -33458 -33458 0 58493 19619 38874 38874 OTHER INCOME 900099 6147 6147 6147 31979925 2150438 450521 646539 646539 27000 27000 3000 3000 0 375291 298281 61449 15561 0 1375160 1094701 225518 54941 0 256016 201758 41564 12694 140369 111565 22983 5821 0 36477 1000 33057 2420 20639 20639 0 318428 318428 13286 1863 11423 147362 133697 11422 2243 26193 25226 967 687009 622237 55919 8853 256688 209173 46747 768 0 341164 72306 268673 185 1241784 1225122 2182 14480 0 76371 76371 0 0 20489 20489 47415 47415 HONORARIUMS 1003747 1002909 838 EDUCATIONAL RESOURCES 174739 173404 1335 AWARDS 134689 134689 DUES & ADMISSIONS 65131 61398 2438 1295 196258 179722 13491 3045 7631244 6301961 887711 441572 0 0 2557223 2915032 6345653 30413748 1439722 745376 0 0 0 0 0 0 781221 674990 393757 362849 297168 263522 54134 33646 427104 1034675 0 0 0 0 0 0 55311 55311 12054125 36235627 657937 433670 0 0 340417 344998 0 0 0 0 0 0 0 0 0 0 0 0 998354 778668 X 5321563 6352239 5734208 29104720 0 0 11055771 35456959 12054125 36235627 X 24348681 52507 X false true true X false X 9664969 10424866 6808601 6632997 29378966 62910399 9664969 10424866 6808601 6632997 29378966 62910399 44161312 18749087 43642 148380 73200 9403 15480 290105 0 49 630 5391 6147 12217 63212721 9349868 0.29660 0.00000 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 5734208 28822220 9206 5460914 29104720 5147166 6052751 1155 5466864 5734208 4815915 5040494 4709243 5147166 1970423 4064519 141 1219168 4815915 1.00000 false false 76270 58581 17689 166734 152331 14403 54164 52610 1554 33646 0 0 31979925 7631244 24348681 52507 52507 24401188 32141010 52507 108578 161085 31979925 31979925 7739822 108578 108578 7631244 7631244 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. true Europe (Including Iceland and Greenland) Program Services TEACHER DEVELOPMENT 94800 Europe (Including Iceland and Greenland) Grantmaking 3000 97800 97800 FELLOWSHIPS Europe/Iceland/Greenland 1 3000 WIRE/CHECK false false false false false false GRANTS TO INDIVIDUALS OUTSIDE OF THE U.S. PART I - LINE 2 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. X X X X X X X true 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 0 318428 0 CA CO CT FL GA IL MD MA MN MS NJ NY NC VA WI CHARITY EVENT 218500 214500 4000 4825 18989 13644 0 0 0 218500 214500 4000 4825 18989 13644 37458 -33458 true 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 111630813 501(C)(3) 17439 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 530196584 501(C)(3) 25012 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 131624098 501(C)(3) 17315 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 131624124 501(C)(3) 36000 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 237318742 501(C)(3) 9070 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 520591691 501(C)(3) 25000 WICHITA PUBLIC SCHOOLS USD 259 201 N WATER WITCHITA KS 67202 16976 33 FELLOWSHIPS 9 27000 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. X X X false false false false false false false false false LESLEY S HERRMANN 223290 0 0 0 0 0 0 0 32001 0 255291 0 0 0 X 8 430445 fmv false false false 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.