2026-05-13T18:26:11-05:00 2025-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-07-01 133795391 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY GILD 6463669666 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 KATE R SMITH CFO 6463669666 2026-05-12 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z KATE R SMITH 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 12962905 0 X WWW.GILDERLEHRMAN.ORG X 1994 NY PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES. 39 38 194 38 0 0 6090459 5432685 2625859 2746508 6936662 2745874 161798 786284 15814778 11711351 1128405 194621 0 0 5252750 5755412 82250 60000 893302 4610217 5858086 11073622 11868119 4741156 -156768 73758477 79839580 1219491 1055884 72538986 78783696 X THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY WAS FOUNDED IN 1994 BY RICHARD GILDER AND LEWIS E. LEHRMAN, VISIONARIES AND LIFELONG SUPPORTERS OF AMERICAN HISTORY. THE INSTITUTE IS THE LEADING NONPROFIT AND NONPARTISAN ORGANIZATION DEDICATED TO K-12 HISTORY EDUCATION. 0 0 3686086 12750 2909355 TEACHER PROGRAMS IN AMERICAN HISTORY:IN 2025 OVER 100,000 K-12 TEACHERS UTILIZED THE INSTITUTE'S TEACHING RESOURCES AND PRIMARY SOURCE DOCUMENTS. TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED 25,000 TEACHERS. OVER THE SUMMER, THE INSTITUTE OFFERED DISTINCT PROFESSIONAL DEVELOPMENT OPPORTUNITIES, RANGING FROM INTENSIVE IN-PERSON SEMINARS AT PARTNER INSTITUTIONS TO ACCESSIBLE ONLINE PROFESSIONAL DEVELOPMENT, FOR WHICH WE RECEIVED NEARLY 4,000 REGISTRATIONS AND APPLICATIONS. THE GETTYSBURG COLLEGE GILDER LEHRMAN MA IN AMERICAN HISTORY, AN AFFORDABLE, FULLY ONLINE MASTER'S DEGREE PROGRAM, LED BY RENOWNED, AWARD-WINNING HISTORIANS SERVED 1,150 EDUCATORS. 1610336 24996 0 STUDENT PROGRAMS IN AMERICAN HISTORY: SEE SCHEDULE O. 1050109 500 164151 MUSEUM COLLECTIONS, EXHIBITIONS AND PRIMARY SOURCE DOCUMENT EDUCATIONAL RESOURCES:THE GILDER LEHRMAN COLLECTION IS CENTRAL TO OUR MISSION OF INTEGRATING PRIMARY SOURCES INTO THE EDUCATIONAL PROCESS. IT INCLUDES OVER 87,000 ITEMS RELATING TO AMERICAN HISTORY FROM 1493 TO TWENTIETH CENTURY. THE DIGITAL COLLECTION CURRENTLY HAS OVER 70,000 ITEMS ALLOWING ONLINE ACCESS TO THE DOCUMENTS. POP-UP PANEL EXHIBITIONS ON MAJOR TOPICS IN AMERICAN HISTORY ARE IN CIRCULATION AND VISITED SCHOOLS AND LIBRARIES ACROSS THE COUNTRY. A NEW EXHIBITION WAS RELEASED THIS YEAR TITLED DECLARATION 1776: THE BIG BANG OF MODERN DEMOCRACY AS PART OF THE INSTITUTE'S EFFORTS TO COMMEMORATE THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE. GILDER LEHRMAN COLLECTION'S PRIMARY SOURCES ARE ALSO ON DISPLAY IN PHYSICAL EXHIBITION SPACES SUCH AS GEORGE WASHINGTON'S MOUNT VERNON, GETTYSBURG NATIONAL MILITARY PARK, MUSEUM OF THE CITY OF NEW YORK, NATIONAL CONSTITUTION CENTER, MUSEUM OF THE AMERICAN REVOLUTION, CHARLESTON MUSEUM AND THE MORGAN LIBRARY & MUSEUM. THE LIVE, ONLINE PROGRAM INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, HAS BEEN VIEWED BY NEARLY 50,000 TEACHERS, STUDENTS, SCHOLARS, AND HISTORY ENTHUSIASTS AND A TOTAL OF 83 PAST EPISODES ARE ARCHIVED AND AVAILABLE FOR FREE ON THE GILDER LEHRMAN WEBSITE. 3098602 156375 11184 OTHER PROGRAMS INCLUDE NATIONAL HISTORY TEACHER OF THE YEAR AWARD, FOUR NATIONAL BOOK PRIZE AWARDS, SCHOLARLY & COLLEGE FELLOWSHIP AWARDS, AND BOOK BREAKS LIVE, WEEKLY ONLINE PROGRAM. 3098602 156375 11184 9445133 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 301 0 1 194 1 0 0 0 0 0 0 0 0 0 0 X 39 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA CO CT DC DE FL GA IA IL KS LA MA MD ME MI MN MS NC NJ NM NY OK OH OR PA RI SC TN TX UT VA WA WI X X X THE INSTITUTE CO KATE R SMITH 6463669666 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 LEHRMAN LEWIS E CHAIRMAN 1.00 X X 0 0 0 NIEHAUS ROBERT H VICE CHAIR 1.00 X X 0 0 0 RIZAVI SHAIZA VICE CHAIR 1.00 X X 0 0 0 DIMENNA JOSEPH TREASURER 1.00 X X 0 0 0 PENNOYER RUSSELL P SECRETARY 1.00 X X 0 0 0 AYERS EDWARD L TRUSTEE 1.00 X 0 0 0 BANKS S ANDREW TRUSTEE 1.00 X 0 0 0 BATMANGHELIDJ NAZEE TRUSTEE 1.00 X 0 0 0 BRITTON JOHN D TRUSTEE 1.00 X 0 0 0 BUTLER ALYSHA TRUSTEE 1.00 X 0 0 0 CHENAULT KENNETH TRUSTEE 1.00 X 0 0 0 DAUM ROBERT C TRUSTEE 1.00 X 0 0 0 DE LUCA DIXIE TRUSTEE 1.00 X 0 0 0 DUFF PATRICK TRUSTEE 1.00 X 0 0 0 GANNON REGINA TRUSTEE 1.00 X 0 0 0 GATES HENRY LOUIS JR TRUSTEE 1.00 X 0 0 0 GORDON-REED ANNETTE TRUSTEE 1.00 X 0 0 0 GORDON BRUCE TRUSTEE 1.00 X 0 0 0 DURHAM GRADY TRUSTEE 1.00 X 0 0 0 GUELZO ALLEN C TRUSTEE 1.00 X 0 0 0 HERBST-BRADY ELIZABETH TRUSTEE 1.00 X 0 0 0 HIRSCHFELD THOMAS P TRUSTEE 1.00 X 0 0 0 JACKSON PHILIP A TRUSTEE 1.00 X 0 0 0 JONES ALAN TRUSTEE 1.00 X 0 0 0 JONES GLADSTONE N III TRUSTEE 1.00 X 0 0 0 LEHRMAN THOMAS D TRUSTEE 1.00 X 0 0 0 MCCORMICK MICHAEL TRUSTEE 1.00 X 0 0 0 NAU JOHN L III TRUSTEE 1.00 X 0 0 0 PACE LINDA TRUSTEE 1.00 X 0 0 0 POORVU WILLIAM J TRUSTEE 1.00 X 0 0 0 ROCKEFELLER VALERIE TRUSTEE 1.00 X 0 0 0 ROSS MARY CASLIN TRUSTEE 1.00 X 0 0 0 SHAFIR MARK TRUSTEE 1.00 X 0 0 0 SIMPKINS NANCY TRUSTEE 1.00 X 0 0 0 STAPLETON DOROTHY DEBBIE TRUSTEE 1.00 X 0 0 0 MANDEL JR STEPHEN F TRUSTEE 1.00 X 0 0 0 TOWNS-MIRANDA LUZ TRUSTEE 1.00 X 0 0 0 WEBSTER RICHARD TRUSTEE 1.00 X 0 0 0 BASKER JAMES G PRESIDENT & CEO 40.00 X X 259944 0 9802 MOTT KATHRINE COO 40.00 X 237733 0 17891 SMITH KATE CFO 40.00 X 135465 0 15003 CANNER BRYN DIRECTOR OF DEVELOPMENT 40.00 X 198790 0 16789 BAILEY TIM DIRECTOR OF CURRICULUM DEVELOPMENT AND INSTRUCTION 40.00 X 153030 0 22878 TRENHOLM SANDRA CURATOR AND DIRECTOR, GILDER LEHRMAN COLLECTION 40.00 X 126749 0 28665 ANDERSEN LISA DIRECTOR OF ACADEMIC STRATEGY 40.00 X 117598 0 4978 PEREIRA SASHA ROLON DIRECTOR OF EDUCATIONAL PROGRAMS AND THE HAMILTON 40.00 X 111354 0 28098 1340663 0 144104 11 0 1 0 KANOPI STUDIOS 5922 INDUS DRIVE RENO NY 89502 COMPUTER SUPPORT 351705 1 1783165 3649520 174070 5432685 EDUCATIONAL SERVICES 611710 2746508 2746508 2746508 2008860 2008860 22288 22288 1601087 864073 737014 737014 737014 21960 1783165 330515 -308555 -308555 358841 56966 301875 301875 EMPLOYEE RET. CREDITS 900099 734369 734369 OTHER INCOME 900099 36307 36307 770676 11711351 3084690 0 3193976 X 43496 43496 151125 151125 700390 528599 80740 91051 3956983 3029652 462758 464573 111948 84490 12905 14553 539225 406965 62161 70099 446866 337259 51514 58093 5905 4633 502 770 22900 17965 1947 2988 60000 60000 1644225 1454130 157583 32512 362550 292512 44435 25603 290312 290312 726422 719872 2113 4437 146252 146252 102016 45598 56418 COMMUNICATIONS 889826 720667 125124 44035 MATINEE TICKETS EXP 691915 691915 EDUCATIONAL RESOURCES 394045 374439 5149 14457 MEALS AND ENTERTAINMENT 248313 225204 15645 7464 333405 316612 14126 2667 11868119 9445133 1529684 893302 1467441 1862924 10966661 6416442 3015484 2111556 713888 759331 402511 210988 1305527 1106854 344925 198673 55921214 67615703 926353 663963 73758477 79839580 337469 329476 111697 882022 614711 1219491 1055884 X 63648201 70462867 8890785 8320829 72538986 78783696 73758477 79839580 -156768 6401478 0 X 0 1 X 1 0 X 5539014 6702184 7431388 6090459 5432685 31195730 5539014 6702184 7431388 6090459 5432685 31195730 2677803 28517927 862883 1535001 2236239 2636620 2031148 9301891 102542 25774 14959 33140 770676 947091 41444712 12839385 0.68810 0.69660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 102,542. 2021 AMOUNT: $ 25,774. 2022 AMOUNT: $ 14,959. 2023 AMOUNT: $ 33,140. 2024 AMOUNT: $ 36,307. EMPLOYEE RETERNTION CREDITS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 734,369. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X FOR TEACHERS & STUDENTS. 1 61196050 5757108 5061421 61891737 56361011 10544148 5709109 61196050 52887252 7806925 4333166 56361011 47806444 12286245 7205437 52887252 43789822 6783419 2766797 47806444 0.86556 0.13444 0 0 413278 309954 103324 716772 621423 95349 175477 175477 0 198673 OPERATING LEASE PAYABLE 614711 614711 18452344 6401478 9000 330515 6740993 11711351 0 11711351 12207634 9000 330515 339515 11868119 0 11868119 PART III, LINE 1A: THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THE HISTORICAL DOCUMENTS HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF HISTORICAL DOCUMENTS ARE EXCLUDED FROM REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF HISTORICAL DOCUMENTS ARE RECORDED AS DECREASES IN THE STATEMENT OF ACTIVITIES AND PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR SOLD. PART III, LINE 4: GILDER LEHRMAN COLLECTION SERVES AS A REPOSITORY FOR MANUSCRIPTS AND SELECTED MATERIALS THAT DOCUMENT THE HISTORY OF UNITED STATES. THROUGH ITS SERVICES, THE COLLECTION SUPPORTS THE EDUCATIONAL MISSION OF THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY AND, SECONDARILY, ACADEMIC RESEARCH AND PUBLICATION. COLLECTION INCLUDES OVER 87,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 80% ARE DIGITIZED AND 20% AVAILABLE ON THE GLI WEBSITE. PART V, LINE 4: GLI CURRENTLY HAS TWO ENDOWMENTS. THE FIRST IS A GENERAL ENDOWMENT, WITH SEVERAL RESTRICTED FUNDS AND THE SECOND CONSISTS OF FUNDS HELD FROM SALE OF DOCUMENTS THAT IS RESTRUCTED IN ITS USE FOR THE PURCHASE OF HISTORICAL DOCUMENTS AND DIRECT CARE OF THE COLLECTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF DIRECT SPECIAL EVENT 330,515. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF DIRECT SPECIAL EVENT 330,515. X X X X X X X 1 ASTIC PRODUCTIONS LLC 135 W 50TH ST NO 200 NEW YORK NY 10020 FUNDRAISING CONSULTANT 0 1805125 60000 1745125 1805125 60000 1745125 AK AZ CA CO CT DC DE FL GA IA IL KS LA MA MD MI MN MS NC NJ NM NY OH OK OR PA RI SC TX UT VA WI GALA 1805125 1783165 21960 12512 93509 75078 149416 1805125 1783165 21960 12512 93509 75078 149416 330515 -308555 1 MOUNT VERNON LADIES' ASSOCIATION OF THE UNION PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 43496 0 FMV GEORGE WASHINGTON BOOK PRIZE 1 GILDER LEHRMAN LINCOLN BOOK PRIZE 1 50000 FMV GRANTS AND PRIZES GILDER LEHRMAN MILITARY HISTORY BOOK PRIZE 1 50000 FMV GRANTS AND PRIZES GILDER LEHRMAN FREDERICK DOUGLASS BOOK PRIZE 1 12500 FMV GRANTS AND PRIZES NATIONAL HISTORY TEACHER OF YEAR AWARD 1 10000 FMV GRANTS AND PRIZES MCCULLOUGH ESSAY PRIZE WINNER 1 5000 FMV GRANTS AND PRIZES MCCULLOUGH ESSAY PRIZE WINNER 1 3500 FMV GRANTS AND PRIZES COLLEGE FELLOWSHIPS 10 3000 FMV GRANTS AND PRIZES SCHOLARLY FELLOWSHIPS 10 3000 FMV GRANTS AND PRIZES NEH PACIFIC CROSSINGS HOUSING/TRAVEL STIPENDS 9 2200 FMV GRANTS AND PRIZES NEH PACIFIC CROSSINGS HOUSING/TRAVEL STIPENDS 4 2030 FMV GRANTS AND PRIZES MCCULLOUGH ESSAY PRIZE WINNER 1 2000 FMV GRANTS AND PRIZES MCCULLOUGH ESSAY PRIZE WINNER 2 1500 FMV GRANTS AND PRIZES STATE HISTORY TEACHER OF YEAR AWARDS 53 1000 FMV GRANTS AND PRIZES EXCEL SUMMER SEMINAR IN VA/TRAVEL STIPEND 39 900 FMV GRANTS AND PRIZES NEH PACIFIC CROSSINGS HOUSING/TRAVEL STIPENDS 16 830 FMV GRANTS AND PRIZES MA PROGRAM SCHOLARSHIPS 17 750 FMV GRANTS AND PRIZES MCCULLOUGH ESSAY PRIZE WINNER 13 500 FMV GRANTS AND PRIZES VETERANS LEGACY CONTEST ESSAY WINNERS 10 500 FMV GRANTS AND PRIZES IN THEIR OWN WORDS: USE OF COLLECTION PRIZE 1 500 FMV GRANTS AND PRIZES TEACHER SYMPOSIUM/TRAVEL ASSISTANCE 19 500 FMV GRANTS AND PRIZES LINCOLN SEMINAR/TRAVEL ASSISTANCE 9 350 FMV GRANTS AND PRIZES TRAILS SUMMER SEMINAR IN KY/TRAVEL STIPENDS 34 300 FMV GRANTS AND PRIZES NEH PACIFIC CROSSINGS HOUSING/TRAVEL STIPENDS 7 115 FMV GRANTS AND PRIZES VETERANS LEGACY PROFESSIONAL DEVELOPMENT ATTENDANCE STIPENDS 18 100 FMV GRANTS AND PRIZES WICHITA, KS PROFESSIONAL DEVELOPMENT ATTENDANCE STIPENDS 43 50 FMV GRANTS AND PRIZES PART I, LINE 2: GRANT FUNDS ARE MONITORED BY A DEDICATED PROGRAM STAFF MEMBER AND BY THE FINANCE TEAM. THE PROGRAM MANAGER IS RESPONSIBLE FOR MONITORING THE SCOPE OF GRANT ACTIVITIES, THE BUDGET, DELIVERABLES, AND PROGRESS THROUGHOUT THE GRANT PERIOD. THE FINANCE TEAM REVIEWS THE GRANT BUDGET AND THE GRANT'S ACTUAL EXPENDITURES AT PERIODIC INTERVALS. A PROPOSAL, PERIODIC AND FINAL REPORTING, INCLUDING BOTH NARRATIVE AND FINANCIAL INFORMATION, IS ALSO REQUIRED. X X 0 0 0 0 0 0 0 0 0 BASKER JAMES G PRESIDENT & CEO 259944 0 0 0 0 0 7650 0 2152 0 269746 0 0 0 MOTT KATHRINE COO 237733 0 0 0 0 0 7132 0 10759 0 255624 0 0 0 CANNER BRYN DIRECTOR OF DEVELOPMENT 198790 0 0 0 0 0 5964 0 10825 0 215579 0 0 0 BAILEY TIM DIRECTOR OF CURRICULUM DEVELOPMENT A 153030 0 0 0 0 0 4591 0 18287 0 175908 0 0 0 TRENHOLM SANDRA CURATOR AND DIRECTOR, GILDER LEHRMAN 126749 0 0 0 0 0 3802 0 24863 0 155414 0 0 0 SMITH KATE CFO 135465 0 0 0 0 0 4064 0 10939 0 150468 0 0 0 X 10 NO REV. RECOGNIZED X 6 174070 FMV 0 1 0 PART I, LINE 33: THE INSTITUTE CAN ALSO OWN, HOLD OR ACCEPT CONTRIBUTIONS OR DONATIONS OF ARTIFACTS, DOCUMENTS AND OTHER CULTURAL OBJECTS, AS WOULD A MUSEUM OR LIBRARY. THE INSTITUTE HAS PURCHASED AND HAS RECEIVED DONATIONS OF DOCUMENTS OF NATIONAL HISTORICAL SIGNIFICANCE. THE DOCUMENTS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THE HISTORICAL DOCUMENTS HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF HISTORICAL DOCUMENTS ARE EXCLUDED FROM REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF HISTORICAL DOCUMENTS ARE RECORDED AS DECREASES IN THE STATEMENT OF ACTIVITIES AND PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR SOLD. FORM 990, PART III, LINE 1 THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY WAS FOUNDED IN 1994 BY RICHARD GILDER AND LEWIS E. LEHRMAN, VISIONARIES AND LIFELONG SUPPORTERS OF AMERICAN HISTORY EDUCATION. THE INSTITUTE IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO K-12 HISTORY EDUCATION WHILE ALSO SERVING THE GENERAL PUBLIC. ITS MISSION IS TO PROMOTE THE KNOWLEDGE AND UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS AND RESOURCES. AT THE INSTITUTE'S CORE IS THE GILDER LEHRMAN COLLECTION, ONE OF THE GREAT ARCHIVES IN AMERICAN HISTORY. DRAWING ON THE 87,000 DOCUMENTS IN THE GILDER LEHRMAN COLLECTION AND AN EXTENSIVE NETWORK OF EMINENT HISTORIANS, THE INSTITUTE PROVIDES TEACHERS, STUDENTS, AND THE GENERAL PUBLIC WITH DIRECT ACCESS TO UNIQUE PRIMARY SOURCE MATERIALS. AS A 501(C)(3) NONPROFIT PUBLIC CHARITY, THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY IS SUPPORTED THROUGH THE GENEROSITY OF INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS. THE INSTITUTE'S PROGRAMS HAVE BEEN RECOGNIZED BY AWARDS FROM THE WHITE HOUSE, THE NATIONAL ENDOWMENT FOR THE HUMANITIES, THE ORGANIZATION OF AMERICAN HISTORIANS, THE COUNCIL OF INDEPENDENT COLLEGES, AND THE DAUGHTERS OF THE AMERICAN REVOLUTION. FORM 990, PART III, LINE 4B STUDENT PROGRAMS IN AMERICAN HISTORY: PROGRAMS IN 2025 SERVED STUDENTS IN ALL FIFTY STATES. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE AFFILIATE SCHOOL PROGRAM WAS OVER 37,000, REACHING 100,000 K-12 TEACHERS AND 15 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE HAS PARTNERED WITH THE ROCKEFELLER FOUNDATION AND "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE MUSICAL, WHICH HAD PARTICIPATION BY 210,000 STUDENTS ATTENDING HAMILTON THROUGH EDUHAM AND MORE THAN 1 MILLION STUDENTS NATIONWIDE PARTICIPATING IN EDUHAM ONLINE. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD 1.2 MILLION UNIQUE VISITORS. THE CITIZENSHIP TEST: CIVICS AND AMERICAN HISTORY PROGRAM ENABLED 450,000 VIEWERS TO TAKE THE EXAM IN THEIR CLASSROOMS AND FOSTER DISCUSSION ON THE MEANING OF CITIZENSHIP AND HOW THEY CAN SHARE A HEALTHY CIVIC LIFE TOGETHER. HISTORY SCHOOL BOOK CLUB WAS EXPANDED TO FEATURE A GROWING LIBRARY OF UNITS DRAWN FROM BOOK BREAKS SERIES, FOCUSING ON THEMES THAT CONNECT DIRECTLY TO HIGH SCHOOL HISTORY EDUCATION. THE INSTITUTE'S STUDENT ADVISORY COUNCIL BRINGS TOGETHER MORE THAN 250 STUDENTS FROM ALL 50 STATES TO CREATE A DISTINCTIVE PLATFORM TO EXPLORE AMERICAN HISTORY WHILE DEVELOPING THEIR LEADERSHIP, COMMUNICATION AND CRITICAL THINKING SKILLS. FORM 990, PART VI, SECTION A, LINE 2 GILDER LEHRMAN INSTITUTE MAINTAINS AN ACCOUNT AT GILDER GAGNON HOWE & CO LLC (GGH). SHAIZA RIZAVI AND MICHAEL MCCORMICK, TRUSTEES OF GLI, ARE MEMBERS OF GGH, WHO ALSO WORK ALONGSIDE PAT DUFF. THOMAS LEHRMAN AND LEWIS LEHRMAN ARE FATHER AND SON, BOTH OF WHOM SERVE IN VARIOUS CAPACITIES FOR FAMILY ENTITIES, NON OF WHICH DO BUSINESS WITH GLIAH. MICHAEL MCCORMICK HAS SEVERAL CLIENTS WHO ARE BOARD MEMBERS. JOHN BRITTON AND THOMAS LEHRMAN ENGAGED IN A BUSINESS TRANSACTION. ALYSHA BUTLER DOES EDUCATIONAL CONSULTING FOR GLI FOR WHICH SHE RECEIVES A MODEST HONORARIUM. BOB DAUM AND JOHN NAU SERVE TOGETHER ON ANOTHER BOARD RELATED TO AMERICAN HISTORY. ANDREW BANKS HAS A BUSINESS RELATIONSHIP WITH COMPANY ON WHICH JAMES BASKER SITS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY COO, THEN A FINAL DRAFT IS SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE RETURN BEFORE SUBMISSION TO THE IRS. THE 990 IS AVAILABLE ON THE INSTITUTE'S WEBSITE FOR ALL BOARD MEMBERS TO ACCESS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED BY TRUSTEES ON AN ANNUAL BASIS AND REVIEWED BY THE EXECUTIVE MANAGEMENT OF THE INSTITUTE. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT & CEO COMPENSATION IS APPROVED BY BOARD OF TRUSTEES. TOP MANAGEMENT SALARIES ARE APPROVED BY PRESIDENT & CEO USING COMPARISON DATA OF SIMILAR-SIZED NONPROFIT ORGANIZATIONS. COMPARABILITY DATA IS COLLECTED FROM INDEPENDENT SOURCES PRIOR TO APPROVAL BY PRESIDENT & CEO. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S AUDITED FINANCIALS AND FORM 990S ARE AVAILABLE ON ITS WEBSITE. OTHER DOCUMENTS WOULD BE FURNISHED UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,454,130. MANAGEMENT AND GENERAL EXPENSES 157,583. FUNDRAISING EXPENSES 32,512. TOTAL EXPENSES 1,644,225.