2024-04-23T18:41:43-05:00 2023-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-07-01 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 2024-04-18 1 KATE SMITH 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATE R SMITH 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 16690282 0 X WWW.GILDERLEHRMAN.ORG X 1994 NY PROMOTE KNOWLEDGE/UNDERSTANDING OF AMERICAN HISTORY THROUGH EDUCATIONAL PROGRAMS/RESOURCES. 39 38 111 38 0 0 6702184 7431388 1972848 2103310 1823413 2339742 69922 145744 10568367 12020184 1016052 1116729 0 0 4283177 4902434 51000 53000 743049 3741981 4260744 9092210 10332907 1476157 1687277 60727223 66115842 1138190 1499999 59589033 64615843 X SEE SCHEDULE O 0 0 3035415 75850 2103310 TEACHER PROGRAMS IN AMERICAN HISTORY:TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED 21,000 TEACHERS. IN THE SUMMER, TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS SERVED MORE THAN 1,500 TEACHERS ONLINE AND 500 TEACHERS IN PERSON, WITH SEVERAL HUNDRED ADDITIONAL EDUCATORS JOINING FOR LIVESTREAMED LECTURES. THE GETTYSBURG COLLEGEGILDER LEHRMAN MA IN AMERICAN HISTORY, AN AFFORDABLE, FULLY ONLINE MASTER'S DEGREE PROGRAM, LED BY RENOWNED, AWARD-WINNING HISTORIANS, ADMITTED 1,300 STUDENTS THIS YEAR. 2650087 848379 STUDENT PROGRAMS IN AMERICAN HISTORY: STUDENT PROGRAMS SERVED ALL FIFTY STATES AND 99 COUNTRIES OUTSIDE OF THE US. THE TOTAL NUMBER OF SCHOOLS THAT PARTICIPATED IN THE AFFILIATE SCHOOL PROGRAM WAS OVER 34,750, REACHING 12 MILLION STUDENTS. THE GILDER LEHRMAN INSTITUTE HAS PARTNERED WITH THE ROCKEFELLER FOUNDATION AND THE MUSICAL "HAMILTON" TO CREATE AN EDUCATION PROGRAM FOR THE MUSICAL, WHICH HAD PARTICIPATION FROM 195,000 STUDENTS. THE INSTITUTE'S AP US HISTORY STUDY GUIDE HAD 1.6 MILLION UNIQUE VISITORS. THE INSTITUTE'S ONLINE AMERICAN HISTORY COURSES CALLED HISTORY SCHOOL SERVED 8,700 STUDENTS. HISTORY U, AN OFFERING IN WHICH STUDENTS CAN TAKE AMERICAN HISTORY SELF-PACED ONLINE COURSES, HAS SERVED 3,500 STUDENTS. 812016 85975 MUSEUM COLLECTIONS THROUGH EXHIBITIONS AND EDUCATIONAL RESOURCES:THE GILDER LEHRMAN COLLECTION INCLUDES OVER 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY. THE DIGITAL COLLECTION ALLOWS ONLINE ACCESS TO OUR DOCUMENTS. IN 2020, THE INSTITUTE LAUNCHED ITS TRANSCRIPTION PROJECT, WHICH ENLISTS MIDDLE AND HIGH SCHOOL STUDENTS TO TRANSCRIBE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. MORE THAN 430 VOLUNTEERS HAVE TRANSCRIBED MORE THAN 4,250 PAGES OF RARE DOCUMENTS FROM THE GILDER LEHRMAN COLLECTION. TRAVELING EXHIBITION PANELS ON MAJOR TOPICS IN AMERICAN HISTORY ARE IN CIRCULATION AND VISITED 98 SITES ACROSS THE COUNTRY. GILDER LEHRMAN COLLECTION'S PRIMARY SOURCES ARE ALSO ON DISPLAY IN PHYSICAL EXHIBITION SPACES AT THE GEORGE WASHINGTON'S MOUNT VERNON, GETTYSBURG NATIONAL MILITARY PARK, THE MORGAN LIBRARY & MUSEUM, THE MUSEUM OF THE AMERICAN REVOLUTION, THE MUSEUM OF MODERN ART AND UNITED STATES CAPITOL VISITOR CENTER. ONLINE PROGRAM, INSIDE THE VAULT: HIGHLIGHTS FROM THE GILDER LEHRMAN COLLECTION, HAS BEEN VIEWED BY NEARLY 50,000 TEACHERS, STUDENTS, SCHOLARS, AND HISTORY ENTHUSIASTS. 1724772 192500 105134 OTHER PROGRAMS. NATIONAL HISTORY TEACHER OF THE YEAR AWARD PROGRAM, NATIONAL BOOK PRIZES, CONFERENCES OUTREACH, SCHOLARLY & COLLEGE FELLOWSHIP PROGRAM AND BOOK BREAKS WEEKLY ONLINE PROGRAM. 1724772 192500 105134 8222290 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 1 259 0 1 111 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 39 38 1 0 0 0 0 0 0 1 1 0 0 0 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 SMITH 6463669666 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 JAMES G BASKER PRESIDENT & CEO 40.00 X X 258584 0 11653 RUSSELL P PENNOYER SECRETARY 1.00 X 0 0 0 JOSEPH DIMENNA TREASURER 1.00 X 0 0 0 SHAHNAZ BATMANGHELIDJ TRUSTEE 1.00 X 0 0 0 JOHN D BRITTON II TRUSTEE 1.00 X 0 0 0 ALYSHA BUTLER TRUSTEE 1.00 X 0 0 0 ROBERT C DAUM TRUSTEE 1.00 X 0 0 0 DIXIE DE LUCA TRUSTEE 1.00 X 0 0 0 PATRICK DUFF TRUSTEE 1.00 X 0 0 0 REGINA GANNON TRUSTEE 1.00 X 0 0 0 HENRY LEWIS GATES TRUSTEE 1.00 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 1.00 X 0 0 0 BRUCE GORDON TRUSTEE 1.00 X 0 0 0 ALLEN C GUEZLO TRUSTEE 1.00 X 0 0 0 ELIZABETH HERBST-BRADY TRUSTEE 1.00 X 0 0 0 THOMAS P HIRSCHFELD TRUSTEE 1.00 X 0 0 0 PHILLIP A JACKSON TRUSTEE 1.00 X 0 0 0 ALAN JONES TRUSTEE 1.00 X 0 0 0 GLADSTONE N JONES III TRUSTEE 1.00 X 0 0 0 LEWIS E LEHRMAN TRUSTEE 1.00 X 0 0 0 THOMAS D LEHRMAN TRUSTEE 1.00 X 0 0 0 MICHAEL MCCORMICK TRUSTEE 1.00 X 0 0 0 S ANDREW BANKS TRUSTEE 1.00 X 0 0 0 JOHN L NAU III TRUSTEE 1.00 X 0 0 0 ROBERT H NIEHAUS TRUSTEE 1.00 X 0 0 0 LINDA PACE TRUSTEE 1.00 X 0 0 0 VICTORIA PHILLIPS TRUSTEE 1.00 X 0 0 0 WILLIAM J POORVU TRUSTEE 1.00 X 0 0 0 SHAIZA RIZAVI TRUSTEE 1.00 X 0 0 0 VALERIE ROCKEFELLER TRUSTEE 1.00 X 0 0 0 MARY CASLIN ROSS TRUSTEE 1.00 X 0 0 0 MARK SHAFIR TRUSTEE 1.00 X 0 0 0 NANCY SIMPKINS TRUSTEE 1.00 X 0 0 0 DOROTHY DEBBIE STAPLETON TRUSTEE 1.00 X 0 0 0 LUZ TOWNS-MIRANDA TRUSTEE 1.00 X 0 0 0 JANICE UGAKI TRUSTEE 1.00 X 0 0 0 CURT VIEBRANZ TRUSTEE 1.00 X 0 0 0 RICHARD WEBSTER TRUSTEE 1.00 X 0 0 0 EDWARD L AYERS TRUSTEE 1.00 X 0 0 0 KATHRINE MOTT COO 40.00 X 211281 0 23668 TIM BAILEY DIR. OF CURRICULUM DEV. & INSTRUCTIONAL DESIGN 40.00 X 145917 0 33379 KATE R SMITH CFO 40.00 X 128038 0 21049 SANDRA TRENHOLM DIR. & CURATOR OF GILDER LEHRMAN COLLECTION 40.00 X 111275 0 42387 SASHA R PEREIRA DIR. OF EDUCATIONAL PROGRAMS AND HAMILTON EDUC. 40.00 X 106704 0 38535 961799 0 170671 6 0 1 0 KANOPI STUDIOS 5922 INDUS DRIVE RENO NY 89502 COMPUTER SUPPORT 312670 1 1691061 1696788 4043539 413107 7431388 EDUCATIONAL SERVICES 611710 2103310 2103310 2103310 2175683 2175683 60556 60556 4677902 4513843 164059 164059 164059 30846 1691061 151726 -120880 -120880 195638 4529 191109 191109 OTHER INCOME 900099 14959 14959 14959 12020184 2294419 0 2294377 X 834029 834029 282700 282700 497541 383319 57391 56831 3436393 2647493 396384 392516 102577 79028 11832 11717 591829 455961 68267 67601 274094 211170 31616 31308 12580 10761 280 1539 20100 17194 447 2459 53000 53000 88296 88296 1268572 1191154 30992 46426 607005 545925 33927 27153 293601 293601 278192 264520 5445 8227 143431 143431 81472 19978 61494 COMMUNICATIONS 743683 623192 109106 11385 EDU. RES./ HIST. DOC 423352 392496 3405 27451 PURCHASE OF HISTORICAL 236882 236882 EQUIPMENT 48508 17902 25180 5426 15070 8586 6474 10 10332907 8222290 1367568 743049 2216376 666382 9133093 6751865 3101728 4549953 955804 877761 215041 212473 1159262 779442 389946 379820 44651219 51487640 64016 1189948 60727223 66115842 395267 349461 2706 740217 1150538 1138190 1499999 X 50741003 54875025 8848030 9740818 59589033 64615843 60727223 66115842 1687277 3339533 0 X 0 1 X 1 0 X 12736051 12724493 5539014 6702184 7431388 45133130 12736051 12724493 5539014 6702184 7431388 45133130 7152757 37980373 1009700 941779 862883 1535001 2236239 6585602 21078 7522 102542 25774 14959 171875 51890607 10884293 0.73190 0.75640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 21,078. 2019 AMOUNT: $ 7,522. 2020 AMOUNT: $ 102,542. 2021 AMOUNT: $ 25,774. 2022 AMOUNT: $ 14,959. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X K-12 SCHOOLS 1 52887252 7806925 4333166 56361011 47806444 12286245 7205437 52887252 43789822 6783419 2766797 47806444 41059669 14690581 11960428 43789822 37651237 14243684 10835252 41059669 0.82717 0.17283 0 0 413278 227298 185980 570507 376667 193840 175477 175477 0 379820 OPERATING LEASE PAYABLE 1150538 1150538 15428647 3339533 5500 151726 3496759 11931888 88296 88296 12020184 10401837 5500 151726 157226 10244611 88296 88296 10332907 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 86,000 PRIMARY SOURCE DOCUMENTS RELATING TO AMERICAN HISTORY, OF WHICH 90-95% 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 151,726. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF DIRECT SPECIAL EVENT 151,726. X X X X X X X 1 BLB CONSULTING AND EVENTS LLC 576 FIFTH AVENUE SUITE 903 NEW YORK NY 10036 FUNDRAISING CONSULTANT 0 1721907 53000 1721907 1721907 53000 1721907 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 1721907 1691061 30846 80808 43299 27619 1721907 1691061 30846 80808 43299 27619 151726 -120880 1 MEREWETHER LLC 4411 HERBERT PLACE NASHVILLE TN 37215 261467675 25000 0 FMV LINCOLN PRIZE AWARD WINNER 1 MILITARY BOOK PRIZE WINNER 1 50000 FMV GRANTS AND PRIZES 2022 NATIONAL HISTORY TEACHER OF THE YEAR WINNER 1 10000 FMV GRANTS AND PRIZES LINCOLN BOOK PRIZE WINNER 1 25000 FMV GRANTS AND PRIZES 2022 DAVID MCCULLOUGH ESSAY CONTEST 1ST PRIZE 1 10000 FMV GRANTS AND PRIZES 2022 DAVID MCCULLOUGH ESSAY CONTEST 2ND PRIZE 1 5000 FMV GRANTS AND PRIZES 2021 HAM4PROGRESS ESSAY CONTEST WINNERS 10 35000 FMV GRANTS AND PRIZES 2021 GLI SCHOLAR FELLOWSHIPS 10 30000 FMV GRANTS AND PRIZES 2022 DAVID MCCULLOUGH ESSAY CONTEST 3RD PRIZE 9 9000 FMV GRANTS AND PRIZES FALL 2022, SPRING 2023 & SUMMER 2023 COURSES 103 50500 FMV GRANTS AND PRIZES SUMMER 2023 AWARDS 5 3750 FMV GRANTS AND PRIZES STIPENDS FOR PARTICIPANTS ATTENDING LINCOLN SPEAKS SEMINAR 7 2450 FMV GRANTS AND PRIZES HISTORY TEACHER OF THE YEAR STATE AWARDS 52 52000 FMV GRANTS AND PRIZES X X X 0 0 0 0 0 0 0 0 0 JAMES G BASKER PRESIDENT & CEO 258584 0 0 0 0 0 7650 0 4003 0 270237 0 0 0 KATHRINE MOTT COO 211281 0 0 0 0 0 6365 0 17303 0 234949 0 0 0 TIM BAILEY DIR. OF CURRICULUM DEV. & INSTRUCTIO 145917 0 0 0 0 0 4611 0 28768 0 179296 0 0 0 SANDRA TRENHOLM DIR. & CURATOR OF GILDER LEHRMAN COL 111275 0 0 0 0 0 3853 0 38534 0 153662 0 0 0 X 7 0 NO REV. RECOGNIZED X 8 413107 FMV 0 0 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. 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 K12 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 86,000 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 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, NONE 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 A 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 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 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 1,191,154. MANAGEMENT AND GENERAL EXPENSES 30,992. FUNDRAISING EXPENSES 46,426. TOTAL EXPENSES 1,268,572.