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THE ASPEN INSTITUTE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ASPEN INSTITUTE INC (EIN 84-0399006)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-28
IRS object ID
202503019349301850
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-28T11:43:21-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN840399006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASPEN INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASPEBusinessNameControlTxt
Phone2027365800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 N STREET NW 700AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW AXELRODPersonNm
Person TitleEVP FIN. & ENTERPRISE BUS. DEVPersonTitleTxt
Phone2027365800PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON M FOXPreparerPersonNm
PTINP01365820PTIN
Phone2022274000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL R PORTERFIELDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 N STREET NW 700AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$666,645,462GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASPENINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionTHE ASPEN INSTITUTE IGNITES HUMAN POTENTIAL TO BUILD UNDERSTANDING AND CREATE NEW POSSIBILITIES FOR A BETTER WORLD. WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES OF OUR TIME IN SERVICE OF A MORE FREE, JUST, AND EQUITABLE SOCIETY. WE DO THIS BY FACILITATING DIALOGUE AND CURATING CONVENINGS, DEVELOPING LEADERS AND LEADERSHIP, AND ENABLING SOLUTIONS.ActivityOrMissionDesc
Voting Members Governing Body66VotingMembersGoverningBodyCnt
Voting Members Independent65VotingMembersIndependentCnt
Total Employee754TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$12,577,138TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$177,730,506PYContributionsGrantsAmt
CY Contributions Grants$381,262,788CYContributionsGrantsAmt
PY Program Service Revenue$50,424,580PYProgramServiceRevenueAmt
CY Program Service Revenue$48,218,970CYProgramServiceRevenueAmt
PY Investment Income$3,688,283PYInvestmentIncomeAmt
CY Investment Income$10,415,724CYInvestmentIncomeAmt
PY Other Revenue$265,966PYOtherRevenueAmt
CY Other Revenue$3,943,702CYOtherRevenueAmt
PY Total Revenue$232,109,335PYTotalRevenueAmt
CY Total Revenue$443,841,184CYTotalRevenueAmt
PY Grants And Similar Paid$34,469,867PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$36,475,484CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$87,773,418PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$93,571,415CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,021,949CYTotalFundraisingExpenseAmt
PY Other Expenses$103,495,390PYOtherExpensesAmt
CY Other Expenses$104,217,279CYOtherExpensesAmt
PY Total Expenses$225,738,675PYTotalExpensesAmt
CY Total Expenses$234,264,178CYTotalExpensesAmt
PY Revenues Less Expenses$6,370,660PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$209,577,006CYRevenuesLessExpensesAmt
Total Assets BOY$519,114,037TotalAssetsBOYAmt
Total Assets EOY$756,622,679TotalAssetsEOYAmt
Total Liabilities BOY$110,887,866TotalLiabilitiesBOYAmt
Total Liabilities EOY$109,549,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$408,226,171NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$647,073,118NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE SOCIETY'S GREATEST CHALLENGES.THE ASPEN INSTITUTE IGNITES HUMAN POTENTIAL TO BUILD UNDERSTANDING AND CREATE NEW POSSIBILITIES FOR A BETTER WORLD. WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES OF OUR TIME IN SERVICE OF A MORE FREE, JUST, AND EQUITABLE SOCIETY. WE DO SO BY CONVENING A BROAD SPECTRUM OF PEOPLE, WITH A FOCUS ON DIALOGUE, COMMUNITY BUILDING, AND CREATIVE COLLABORATION; CREATING TRANSFORMATIONAL EXPERIENCES THAT ENABLE DIVERSE LEADERS TO DISCOVER AND REFINE THEIR APPROACHES; AND ENABLING POWERFUL, PRACTICAL, AND APPLICABLE SOLUTIONS THAT ACCELERATE PROGRESS, EMPHASIZING CO-CREATION AND PARTNERSHIP. THE ASPEN INSTITUTE IS HEADQUARTERED IN WASHINGTON, DC, AND HAS A CAMPUS IN ASPEN, COLORADO, AS WELL AS AN INTERNATIONAL NETWORK OF PARTNERS.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$128,808,237ExpenseAmt
Grant$33,275,712GrantAmt
Revenue$22,120,144RevenueAmt
DescPOLICY PROGRAMS: THE ASPEN INSTITUTE'S POLICY PROGRAMS EXPLORE AND IDENTIFY SOLUTIONS FOR PROBLEMS RANGING FROM ECONOMIC DISTRESS TO EDUCATIONAL OPPORTUNITY, FROM CLIMATE CHANGE TO RACIAL DISPARITIES, IN AN EFFORT TO INFLUENCE DECISION-MAKERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE THE BEST AND MOST INSPIRED PROPOSALS. OUR POLICY PROGRAMS RANGE IN SIZE FROM $100,000 TO $15 MILLION IN ANNUAL REVENUE AND EXPENSES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,385,541ExpenseAmt
DescCAMPUS ACTIVITIES: IN ADDITION TO ITS HEADQUARTERS IN WASHINGTON, DC, THE ASPEN INSTITUTE ALSO CONDUCTS MUCH OF ITS WORK ON ITS FOUNDING CAMPUS IN ASPEN, COLORADO, WHICH PROVIDES NATURAL BEAUTY AND QUIET SURROUNDINGS THAT ENCOURAGE THOUGHTFUL REFLECTION AND REFRESHES MIND, BODY AND SPIRIT. ONE OF OUR PROGRAMS THAT USE THE CAMPUS IS OUR ASPEN EXECUTIVE SEMINAR WHICH CHALLENGES INDIVIDUALS TO THINK MORE DEEPLY, LISTEN MORE ATTENTIVELY, AND REFINE THEIR ABILITY TO LEAD IN AN INCREASINGLY COMPLEX AND CONFLICTING WORLD. SEMINAR PARTICIPANTS ENGAGE IN CHALLENGING CONVERSATIONS ABOUT ENDURING QUESTIONS OF ETHICAL AND EFFECTIVE LEADERSHIP, GAINING A GREATER CAPACITY TO LEAD WITH COURAGE AND CONVICTION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,485,163ExpenseAmt
Revenue$10,207,348RevenueAmt
DescPUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAMS ARE DESIGNED TO FREELY DISSEMINATE THE ORGANIZATION'S IDEAS AND TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO CONVENE INCLUSIVELY AND ENGAGE IN THOUGHTFUL, NONPARTISAN DIALOGUE. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, ASPEN IDEAS HEALTH, THE ASPEN SECURITY FORUM, CITY LAB AND ASPEN WORDS. THESE AND OUR OTHER PUBLIC FORUMS ENGAGE OVER 15,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$5,172,999$172,098$23,064THE CENTER FOR RISING GENERATIONS IS DEDICATED TO ENSURING THAT CIVIL DIALOGUE, CIVIC ENGAGEMENT, AND LEADERSHIP DEVELOPMENT BECOME A PREDICTABLE PART OF THE JOURNEY TO ADULTHOOD IN OUR SOCIETY AND AROUND THE WORLD. THE CENTER FOR RISING GENERATIONS:- WORKS TO EXPAND OPPORTUNITIES FOR, AND ELEVATE THE VOICES OF, YOUTH & YOUNG ADULTS AT THE ASPEN INSTITUTE,- CREATES OPPORTUNITIES TO CONVENE AND BUILD COMMUNITY BEYOND ASPEN,- ENCOURAGES INNOVATION THAT HELPS EMPHASIZE THE ASSETS THAT YOUNG PEOPLE BRING TO HELP ADDRESS TODAY'S CHALLENGES.
$21,647,174$3,027,674$3,854,546OTHER RESTRICTED PROGRAMS, ASPEN GLOBAL LEADERSHIP NETWORK AND INNOVATION FUNDS, AND SEMINARS
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$26,820,173TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,199,772TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$3,877,610TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$185,499,114TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1064IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee754EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members66GoverningBodyVotingMembersCnt
Independent Voting Member65IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASPEN INSTITUTEJENNIFER JONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2027365800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 N STREET NW 700AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DANIEL R PORTERFIELD
PRESIDENT & CEO40.00Yes (X)Yes (X)$802,875$0$108,695
MARGOT L PRITZKER
CHAIR10.00Yes (X)Yes (X)$0$0$0
KATHARINE ALBRIGHT
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY S ARONIN
TRUSTEE1.00Yes (X)$0$0$0
ALEX M AZAR II
TRUSTEE1.00Yes (X)$0$0$0
DONNA BARKSDALE
TRUSTEE1.00Yes (X)$0$0$0
MERCEDES BASS
TRUSTEE1.00Yes (X)$0$0$0
MIGUEL MIKE BEZOS
TRUSTEE1.00Yes (X)$0$0$0
LAWRENCE D BOBO
TRUSTEE1.00Yes (X)$0$0$0
BETH BROOKE
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM D BUDINGER
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM BYNUM
TRUSTEE1.00Yes (X)$0$0$0
TROY CARTER
TRUSTEE1.00Yes (X)$0$0$0
CESAR R CONDE
TRUSTEE1.00Yes (X)$0$0$0
PHYLLIS COULTER
TRUSTEE1.00Yes (X)$0$0$0
KATIE COURIC
TRUSTEE1.00Yes (X)$0$0$0
LESTER CROWN
TRUSTEE1.00Yes (X)$0$0$0
PAULA CROWN
TRUSTEE1.00Yes (X)$0$0$0
ANDREA CUNNINGHAM
TRUSTEE1.00Yes (X)$0$0$0
KENNETH L DAVIS MD
TRUSTEE1.00Yes (X)$0$0$0
L JOHN DOERR
TRUSTEE - UNTIL 04/241.00Yes (X)$0$0$0
THELMA DUGGIN
TRUSTEE1.00Yes (X)$0$0$0
ARNE DUNCAN
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL D EISNER
TRUSTEE1.00Yes (X)$0$0$0
L BROOKS ENTWISTLE
TRUSTEE1.00Yes (X)$0$0$0
ROGER W FERGUSON JR
TRUSTEE1.00Yes (X)$0$0$0
ELIZABETH A FLEMING
TRUSTEE1.00Yes (X)$0$0$0
HENRY LOUIS GATES JR
TRUSTEE - UNTIL 04/241.00Yes (X)$0$0$0
RUSSELL GOLDSMITH
TRUSTEE1.00Yes (X)$0$0$0
ANTONIO GRACIAS
TRUSTEE1.00Yes (X)$0$0$0
PATRICK W GROSS
TRUSTEE1.00Yes (X)$0$0$0
ARJUN GUPTA
TRUSTEE1.00Yes (X)$0$0$0
JANE HARMAN
TRUSTEE1.00Yes (X)$0$0$0
KAYA HENDERSON
TRUSTEE - UNTIL 08/241.00Yes (X)$0$0$0
MARK S HOPLAMAZIAN
TRUSTEE1.00Yes (X)$0$0$0
GERALD D HOSIER
TRUSTEE1.00Yes (X)$0$0$0
ROBERT J HURST
TRUSTEE1.00Yes (X)$0$0$0
SONIA KAPADIA
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL KLEIN
TRUSTEE1.00Yes (X)$0$0$0
LAURA HELLER LAUDER
TRUSTEE1.00Yes (X)$0$0$0
LEONARD LAUDER
TRUSTEE1.00Yes (X)$0$0$0
KELI LEE
TRUSTEE1.00Yes (X)$0$0$0
MELONY LEWIS
TRUSTEE1.00Yes (X)$0$0$0
J MICHAEL LUTTIG
TRUSTEE1.00Yes (X)$0$0$0
JAMES M MANYIKA
TRUSTEE1.00Yes (X)$0$0$0
CRAIG C MARTIN
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM E MAYER
TRUSTEE1.00Yes (X)$0$0$0
BONNIE PALMER MCCLOSKEY
TRUSTEE1.00Yes (X)$0$0$0
ANNE WELSH MCNULTY
TRUSTEE1.00Yes (X)$0$0$0
DIANE L MORRIS
TRUSTEE1.00Yes (X)$0$0$0
KARLHEINZ MUHR
TRUSTEE1.00Yes (X)$0$0$0
CLARE MUNANA
TRUSTEE1.00Yes (X)$0$0$0
JERRY MURDOCK
TRUSTEE1.00Yes (X)$0$0$0
HER MAJESTY QUEEN NOOR
TRUSTEE1.00Yes (X)$0$0$0
OLARA A OTUNNU
TRUSTEE1.00Yes (X)$0$0$0
ASUTOSH PADHI
TRUSTEE1.00Yes (X)$0$0$0
ELAINE PAGELS
TRUSTEE1.00Yes (X)$0$0$0
PERRI PELTZ
TRUSTEE1.00Yes (X)$0$0$0
CARRIE WALTON PENNER
TRUSTEE1.00Yes (X)$0$0$0
CARLA PINEYRO-SUBLETT
TRUSTEE1.00Yes (X)$0$0$0
LYNDA R RESNICK
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM RESNICK
TRUSTEE1.00Yes (X)$0$0$0
ANNA DEAVERE SMITH
TRUSTEE1.00Yes (X)$0$0$0
ROBERT K STEEL
TRUSTEE1.00Yes (X)$0$0$0
LAURIE M TISCH
TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER VARELAS
TRUSTEE1.00Yes (X)$0$0$0
RODERICK K VON LIPSEY
TRUSTEE1.00Yes (X)$0$0$0
VIN WEBER
TRUSTEE - UNTIL 08/241.00Yes (X)$0$0$0
JESSIE WOOLLEY-WILSON
TRUSTEE1.00Yes (X)$0$0$0
ALICE YOUNG
TRUSTEE1.00Yes (X)$0$0$0
ELLIOT GERSON
EXECUTIVE VICE PRESIDENT40.00Yes (X)$498,051$0$87,302
DAVID LANGSTAFF EVP
UNTIL 11/24, SEN. ADV. TO PRES/CEO40.00Yes (X)$460,588$0$98,606
ANDREW AXELROD
EVP FINANCE & EBD, TREASURER40.00Yes (X)$463,970$0$65,249
MARIA ACEBAL
EVP STRATEGY & CORP SECRETARY40.00Yes (X)$352,833$0$58,847
JAMES PICKUP
GENERAL COUNSEL40.00Yes (X)$281,239$0$92,025
KAYATANYA HENDERSON
EVP, ED CENTER FOR RISING GENERATIONS40.00Yes (X)$145,011$0$6,670
JAMES SPIEGELMAN
EXECUTIVE DIRECTOR40.00$378,027$0$104,283Yes (X)
STEPHEN PATRICK
EXECUTIVE DIRECTOR40.00$372,292$0$109,247Yes (X)
ANNE MOSLE
EXECUTIVE DIRECTOR40.00$375,269$0$106,037Yes (X)
VIVIAN SCHILLER
VP, EXECUTIVE DIRECTOR40.00$391,180$0$87,343Yes (X)
SUZANNE BERGER
VP, EXECUTIVE DIRECTOR40.00$414,422$0$26,560Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,935,757TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$950,864TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K254IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCd
CLOUD FOR GOOD HOLDINGS INC
1854 A HENDERSONVILLE RDASHEVILLENC28803IT SERVICES$1,728,101
INMOBILIARIA HOTELERA EL PRESIDENTE SAN
CONFERENCE SERVICES$1,602,396AVENIDA EJERCITO NACIONAL MEXICANOGRANADAMX
ITHAKA HARBORS
ONE LIBERTY PLAZA 165 BROADWAYNEW YORKNY10006ASPEN LEADERSHIP PROGRAM EVALUATION$1,444,394
MOUNTAIN VIEW STAGING SERVICES
545 WEST 1300 NORTHSPRINGVILLEUT84663AUDIO VISUAL SERVICES$1,285,981
SALESFORCE
PO BOX 203141DALLASTX75320IT SERVICES$1,144,758
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K166CntrctRcvdGreaterThan100KCnt
Fundraising$2,127,888FundraisingAmt
Government Grants$7,168,895GovernmentGrantsAmt
All Other Contributions$371,966,005AllOtherContributionsAmt
Noncash Contributions$192,330,215NoncashContributionsAmt
Total Contributions$381,262,788TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONTRACT REVENUE900099$24,623,298$24,623,298
CONF./FACILITY FEES531390$11,921,760$11,921,760
SEMINAR AND EVENT FEES900099$11,581,804$11,581,804
ART TOUR & BOOK SALES900099$92,108$92,108
FieldValueIRS element (for citing)
Total Program Service Revenue$48,218,970TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,983,184TotalRevenueColumnAmt
Unrelated Business Revenue$546,755UnrelatedBusinessRevenueAmt
Exclusion$7,436,429ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$224,476,257SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$222,043,717SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,432,540SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,432,540TotalRevenueColumnAmt
Exclusion$2,432,540ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$163,350FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,127,888ContriRptFundraisingEventAmt
Fundraising Direct Expenses$760,561FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$597,211TotalRevenueColumnAmt
Exclusion-$597,211ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SUBLEASE INCOME900099$3,846,987$3,846,987
OTHER INCOME900099$677,411$677,411
ADVERTISING INCOME541800$16,515$16,515
FieldValueIRS element (for citing)
Other Revenue Total$4,540,913OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$443,841,184TotalRevenueColumnAmt
Related Or Exempt Func Income$36,205,102RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,577,138UnrelatedBusinessRevenueAmt
Exclusion$13,796,156ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,717,101TotalAmt
Program Services$25,717,101ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$892,241TotalAmt
Program Services$892,241ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,866,142TotalAmt
Program Services$9,866,142ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,521,961TotalAmt
Program Services$1,296,228ProgramServicesAmt
Management And General$2,225,733ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$72,074,871TotalAmt
Program Services$53,005,545ProgramServicesAmt
Management And General$16,134,293ManagementAndGeneralAmt
Fundraising$2,935,033FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,769,038TotalAmt
Program Services$6,062,533ProgramServicesAmt
Management And General$377,565ManagementAndGeneralAmt
Fundraising$328,940FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,624,051TotalAmt
Program Services$5,027,628ProgramServicesAmt
Management And General$310,157ManagementAndGeneralAmt
Fundraising$286,266FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,581,494TotalAmt
Program Services$4,885,501ProgramServicesAmt
Management And General$434,924ManagementAndGeneralAmt
Fundraising$261,069FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$16,911,245TotalAmt
Program Services$16,911,245ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$751,070TotalAmt
Program Services$43,930ProgramServicesAmt
Management And General$707,140ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$383,282TotalAmt
Management And General$383,282ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,042,058TotalAmt
Management And General$1,042,058ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,991,494TotalAmt
Program Services$25,179,269ProgramServicesAmt
Management And General$10,627,844ManagementAndGeneralAmt
Fundraising$184,381FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$206,549TotalAmt
Program Services$205,168ProgramServicesAmt
Management And General$1,381ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,593,977TotalAmt
Program Services$2,072,550ProgramServicesAmt
Management And General$2,379,416ManagementAndGeneralAmt
Fundraising$142,011FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,198,877TotalAmt
Program Services$1,145,157ProgramServicesAmt
Management And General$49,989ManagementAndGeneralAmt
Fundraising$3,731FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,026,774TotalAmt
Program Services$3,575,676ProgramServicesAmt
Management And General$2,451,098ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,016,348TotalAmt
Program Services$17,446,453ProgramServicesAmt
Management And General$1,078,145ManagementAndGeneralAmt
Fundraising$491,750FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$171,618TotalAmt
Program Services$171,618ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,860,187TotalAmt
Program Services$6,456,456ProgramServicesAmt
Management And General$334,901ManagementAndGeneralAmt
Fundraising$68,830FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$781,720TotalAmt
Program Services$200,891ProgramServicesAmt
Management And General$580,829ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,922,836TotalAmt
Management And General$3,922,836ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$502,712TotalAmt
Program Services$49,367ProgramServicesAmt
Management And General$453,345ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PARTNER REIMBURSEMENTS$2,873,726$2,870,456$3,270
PUBLICATIONS$1,408,674$1,395,200$13,474
BAD DEBT$1,058,101$738,163$319,938
REPAIRS AND MAINTENANCE$516,031$284,596$231,435

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$234,264,178TotalAmt
Program Services$185,499,114ProgramServicesAmt
Management And General$43,743,115ManagementAndGeneralAmt
Fundraising$5,021,949FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,119,375BOYAmt
EOY$20,236,382EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,570,734BOYAmt
EOY$48,812,189EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,328,617BOYAmt
EOY$90,086,970EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,483,957BOYAmt
EOY$3,781,228EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$332,405BOYAmt
EOY$334,505EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,059,323BOYAmt
EOY$6,004,106EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$128,218,054LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,122,177LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$77,764,657BOYAmt
EOY$75,095,877EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$81,148,136BOYAmt
EOY$283,247,031EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$174,410,016BOYAmt
EOY$180,219,252EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$51,896,817BOYAmt
EOY$48,805,139EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$519,114,037BOYAmt
EOY$756,622,679EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,384,226BOYAmt
EOY$18,078,688EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,653,325BOYAmt
EOY$3,374,844EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,813,064BOYAmt
EOY$17,328,866EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$7,700,840BOYAmt
EOY$9,860,377EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$64,336,411BOYAmt
EOY$60,906,786EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$110,887,866BOYAmt
EOY$109,549,561EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$123,295,839BOYAmt
EOY$125,147,312EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$284,930,332BOYAmt
EOY$521,925,806EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$408,226,171BOYAmt
EOY$647,073,118EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$519,114,037BOYAmt
EOY$756,622,679EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$209,577,006ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$29,207,724NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$62,217OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,254,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,723,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,560,565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,730,506CurrentTaxYearMinus1YearAmt
Current Tax Year$381,262,788CurrentTaxYearAmt
Total$972,532,294TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,254,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,723,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$141,560,565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,730,506CurrentTaxYearMinus1YearAmt
Current Tax Year$381,262,788CurrentTaxYearAmt
Total$972,532,294TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$240,298,471SubstantialContributorsTotAmt
Public Support Total170$732,233,823PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$535,540CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,343,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,450,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,394,752CurrentTaxYearMinus1YearAmt
Current Tax Year$11,283,416CurrentTaxYearAmt
Total$20,007,016TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$156,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$394,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$561,074CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$843,116CurrentTaxYearMinus1YearAmt
Current Tax Year$677,411CurrentTaxYearAmt
Total$2,632,191TotalAmt
FieldValueIRS element (for citing)
Total Support$995,171,501TotalSupportAmt
Gross Receipts Rltd Activities$150,448,282GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73580PublicSupportCY170Pct
Public Support PY1700.89120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 156,060. 2021 AMOUNT: $ 394,530. 2022 AMOUNT: $ 561,074. 2023 AMOUNT: $ 843,116. 2024 AMOUNT: $ 677,411.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$1,768MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$1,888DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$3,533OtherActivitiesAmt
Total Lobbying Expenditures$7,189TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationALLOCATED SALARY EXPENSE FROM COMMUNICATION WITH LEGISLATORS REGARDING PENDING LEGISLATION.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Total Easements1TotalEasementsCnt
Total Acreage13.50TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$1,096,267AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$152,859,279BeginningYearBalanceAmt
Contributions$18,772,825ContributionsAmt
Investment Earnings Or Losses$22,810,866InvestmentEarningsOrLossesAmt
Other Expenditures$9,421,047OtherExpendituresAmt
End Year Balance$185,021,923EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$145,168,006BeginningYearBalanceAmt
Contributions$12,003,961ContributionsAmt
Investment Earnings Or Losses$17,171,830InvestmentEarningsOrLossesAmt
Other Expenditures$21,484,518OtherExpendituresAmt
End Year Balance$152,859,279EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$178,705,742BeginningYearBalanceAmt
Contributions$12,335,244ContributionsAmt
Investment Earnings Or Losses-$23,548,893InvestmentEarningsOrLossesAmt
Other Expenditures$22,324,087OtherExpendituresAmt
End Year Balance$145,168,006EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,520,233BeginningYearBalanceAmt
Contributions$17,309,092ContributionsAmt
Investment Earnings Or Losses$30,072,140InvestmentEarningsOrLossesAmt
Other Expenditures$9,195,723OtherExpendituresAmt
End Year Balance$178,705,742EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$126,362,776BeginningYearBalanceAmt
Contributions$10,938,289ContributionsAmt
Investment Earnings Or Losses$10,092,783InvestmentEarningsOrLossesAmt
Other Expenditures$6,873,615OtherExpendituresAmt
End Year Balance$140,520,233EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.14754BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.71391PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13855TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,904,138OtherCostOrOtherBasisAmt
Book Value$3,904,138BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,878,642OtherCostOrOtherBasisAmt
Depreciation$37,865,513DepreciationAmt
Book Value$48,013,129BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,881,710OtherCostOrOtherBasisAmt
Depreciation$3,146,822DepreciationAmt
Book Value$6,734,888BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,988,586OtherCostOrOtherBasisAmt
Depreciation$6,245,391DepreciationAmt
Book Value$743,195BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,564,978OtherCostOrOtherBasisAmt
Depreciation$5,864,451DepreciationAmt
Book Value$15,700,527BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$75,095,877TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$178,855,399F
INVESTMENT CONTRACT$1,363,853F
FieldValueIRS element (for citing)
Total Book Value Securities$180,219,252TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
RIGHT OF USE ASSET - OPERATING$39,697,027
INVESTMENT RELATED RECEIVABLES$6,454,000
DEFERRED TAX ASSET$1,841,267
SECURITY DEPOSITS$812,845
FieldValueIRS element (for citing)
Total Book Value Other Assets$48,805,139TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LEASE LIABILITY - OPERATING$51,729,202
DEFERRED COMPENSATION$9,177,584
FieldValueIRS element (for citing)
Total Liability$60,906,786TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$472,991,394TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$29,207,724NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$223,983DonatedServicesAndUseFcltsAmt
Revenue Not Reported$29,431,707RevenueNotReportedAmt
Revenue Subtotal$443,559,687RevenueSubtotalAmt
Investment Expenses Not Incld$1,042,058InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$760,561OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$281,497RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$443,841,184TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$234,144,447TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$223,983DonatedServicesUseFcltsAmt
Other Expenses Included$698,344OtherExpensesIncludedAmt
Expenses Not Reported$922,327ExpensesNotReportedAmt
Expenses Subtotal$233,222,120ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,042,058InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,042,058ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$234,264,178TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE INSTITUTE CONTINUES TO COMPLY WITH TERMS OF CONTRACT GOVERNING THE CONSERVATION EASEMENT HELD, WHICH INCLUDES PROTECTION OF NATURAL HABITAT.
PART II, LINE 9:THE INSTITUTE HOLDS A CONSERVATION EASEMENT ON THE BALANCE SHEET AND THE CONTRIBUTED PARCEL OF LAND WAS BOOKED AS REVENUE FOR THE YEAR IT WAS GIFTED.
PART III, LINE 4:AT OUR ASPEN MEADOWS CAMPUS, ASPEN, COLORADO, WE HAVE A LARGE COLLECTION OF ART THAT IS ON DISPLAY BOTH IN GALLERIES AND PUBLIC SPACES. IT IS ENJOYED BY GUESTS WHO VISIT AND STAY AT OUR RESORT. THIS ART COLLECTION IS MADE UP OF PHOTOS FROM FRANZ BERKO, OFFICIAL PHOTOGRAPHER FOR THE INSTITUTE, AS WELL AS ART IN VARIOUS MEDIUMS BY HERBERT BAYER. BAYER WAS THE ARCHITECT FOR OUR CAMPUS, AND ALSO DESIGNED SEVERAL OF THE LAND FORMS THROUGHOUT OUR PROPERTY. ONE GALLERY ON PROPERTY IS DEDICATED SOLELY TO THE WORK OF BAYER. ALTHOUGH THE ARTWORK IS HELD ON THE BOOKS AT COST, IT HAS AN INSURED FAIR VALUE OF $3.1 MILLION.
PART V, LINE 4:4.5% OF A 12 QUARTER ROLLING AVERAGE OF THE FUNDS ARE USED TO FUND PROGRAMMATIC WORK OF THE INSTITUTE.
PART X, LINE 2:MANAGEMENT OF THE INSTITUTE BELIEVES THAT IT HAS NO MATERIAL UNCERTAINTY IN INCOME TAXES AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES -760,561.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 760,561. REFUNDED GRANTS -62,217.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$1,961,048
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$876,353
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$3,064,385
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$958,334
NORTH AMERICA00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$3,364,949
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$100,428
SOUTH AMERICA00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$721,473
SOUTH ASIA00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$1,731,795
SUB-SAHARAN AFRICA00PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES$3,869,046
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$12,778,765SubtotalSpentAmt
Continuation Spent$3,869,046ContinuationSpentAmt
Total Spent$16,647,811TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (60 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$1,209,763WIRE TRANSFER$0
SOUTH ASIAASPEN FORUM FOR COMMUNITY SOLUTIONS$1,050,123WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$985,922WIRE TRANSFER$0
SOUTH AMERICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$850,092WIRE TRANSFER$0
SOUTH ASIAASPEN FORUM FOR COMMUNITY SOLUTIONS$383,070WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAVIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES$315,200WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAVIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES$312,102WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$293,461WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN FORUM FOR COMMUNITY SOLUTIONS$246,940WIRE TRANSFER$0
NORTH AMERICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$227,520WIRE TRANSFER$0
SOUTH AMERICAASPEN FORUM FOR COMMUNITY SOLUTIONS$220,160WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$208,183WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$191,904WIRE TRANSFER$0
NORTH AMERICAASPEN FORUM FOR COMMUNITY SOLUTIONS$190,900WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$181,052WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$180,549WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$178,271WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$176,985WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$175,000WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$168,128WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$153,032WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$151,745WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$145,943WIRE TRANSFER$0
EAST ASIA AND THE PACIFICASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$139,505WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$116,315WIRE TRANSFER$0
SOUTH AMERICAASPEN FORUM FOR COMMUNITY SOLUTIONS$107,530WIRE TRANSFER$0
NORTH AMERICAVIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES$100,742WIRE TRANSFER$0
SOUTH ASIAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$97,348WIRE TRANSFER$0
SOUTH AMERICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$91,047WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$90,000WIRE TRANSFER$0
SOUTH AMERICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$78,656WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$73,707WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANASPEN FORUM FOR COMMUNITY SOLUTIONS$69,770WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$50,000WIRE TRANSFER$0
SOUTH ASIAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$49,800WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL LEADERSHIP SUPPORT$40,000WIRE TRANSFER$0
SOUTH AMERICAASPEN GLOBAL LEADERSHIP SUPPORT$35,000WIRE TRANSFER$0
SUB-SAHARAN AFRICARELIGION & SOCIETY$30,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAGLOBAL IMPACT FUND AWARD$25,000WIRE TRANSFER$0
SOUTH ASIAGLOBAL IMPACT FUND AWARD$25,000WIRE TRANSFER$0
SOUTH ASIAGLOBAL FUND IMPACT$25,000WIRE TRANSFER$0
SOUTH ASIAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$25,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$24,994WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$24,820WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$24,250WIRE TRANSFER$0
SOUTH ASIAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$22,250WIRE TRANSFER$0
NORTH AMERICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$20,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)ASPEN GLOBAL INNOVATORS GROUP$20,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL INNOVATORS GROUP$20,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL INNOVATORS GROUP$20,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL INNOVATORS GROUP$20,000WIRE TRANSFER$0
EAST ASIA AND THE PACIFICMCNULTY FOUNDATION CATALYST FUND AWARD$20,000WIRE TRANSFER$0
SOUTH ASIAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$18,074WIRE TRANSFER$0
EAST ASIA AND THE PACIFICASPEN FORUM FOR COMMUNITY SOLUTIONS$15,927WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL LEADERSHIP SUPPORT$15,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN GLOBAL LEADERSHIP SUPPORT$15,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS$15,000WIRE TRANSFER$0
SOUTH ASIAASPEN GLOBAL LEADERSHIP SUPPORT$15,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAASPEN FORUM FOR COMMUNITY SOLUTIONS$10,560WIRE TRANSFER$0
NORTH AMERICAASPEN FORUM FOR COMMUNITY SOLUTIONS$5,112WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org44Total501c3OrgCnt
Total Other Org16TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (12 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
HONORARIAEUROPE (INCLUDING ICELAND & GREENLAND)2$750WIREN/A
PARTICIPATION STIPENDEUROPE (INCLUDING ICELAND & GREENLAND)13$6,300WIREN/A
AWARD WINNEREUROPE (INCLUDING ICELAND & GREENLAND)1$35,000WIREN/A
HONORARIAMIDDLE EAST AND NORTH AFRICA3$1,500WIREN/A
PARTICIPATION STIPENDMIDDLE EAST AND NORTH AFRICA1$1,500WIREN/A
AWARD WINNERNORTH AMERICA1$1,600WIREN/A
PARTICIPATION STIPENDSOUTH AMERICA1$2,270WIREN/A
HONORARIASOUTH ASIA1$700WIREN/A
PARTICIPATION STIPENDSOUTH ASIA1$400WIREN/A
AWARD WINNERSOUTH ASIA1$20,000WIREN/A
HONORARIASUB-SAHARAN AFRICA1$1,400WIREN/A
PARTICIPATION STIPENDSUB-SAHARAN AFRICA9$2,690WIREN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT THEY DO NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS, ENTITIES, OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY. ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF THE RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS, DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS. PARTICIPANTS ARE EXPECTED TO COMPLY WITH ALL RELEVANT U.S. LAWS. PRIOR TO ISSUING AWARDS TO FOREIGN ENTITIES, THE PROGRAMS ARE BEING ASKED TO COMPLETE A DUE DILIGENCE CHECKLIST, WHICH INCLUDES ADDITIONAL INFORMATION ABOUT THE SUB RECIPIENT INCLUDING: ANY REASONABLY AVAILABLE HISTORICAL INFORMATION ABOUT THE GRANTEE THAT ASSURES THE INSTITUTE OF THE GRANTEE'S IDENTITY AND INTEGRITY SUCH AS THE JURISDICTION IN WHICH A GRANTEE ORGANIZATION IS INCORPORATED OR FORMED; COPIES OF INCORPORATING OR OTHER GOVERNING INSTRUMENTS; INFORMATION ON THE INDIVIDUALS WHO FORMED AND OPERATE THE ORGANIZATION; AND INFORMATION RELATING TO THE GRANTEE'S OPERATING HISTORY; THE GRANTEE OR SERVICE PROVIDER'S NAME IN ENGLISH, AND THE LANGUAGE OF ORIGIN, AND ANY ACRONYM OR OTHER NAMES USED TO IDENTIFY THE GRANTEE; THE JURISDICTIONS IN WHICH A GRANTEE OR SERVICE PROVIDER MAINTAINS A PHYSICAL PRESENCE; THE GRANTEE OR SERVICE PROVIDER'S POSTAL, EMAIL AND WEBSITE ADDRESSES AND PHONE NUMBERS FOR EACH PLACE OF BUSINESS. THE INSTITUTE ALSO CONDUCTS A REASONABLE SEARCH OF PUBLICLY AVAILABLE INFORMATION TO DETERMINE WHETHER THE GRANTEE OR SERVICE PROVIDER IS SUSPECTED OF ACTIVITY RELATING TO TERRORISM, INCLUDING TERRORIST FINANCING OR OTHER SUPPORT.
PART I, LINE 3:THE CASH METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN EXPENDITURES.
PART III, COL (C):THIS COLUMN REPRESENTS THE ACTUAL NUMBER OF GRANT RECIPIENTS.
FORM 5713THE ASPEN INSTITUTE MADE PROGRAM RELATED PAYMENTS THAT ARE REQUIRED TO BE REPORTED FOR FORM 5713. THAT DETAIL IS AS FOLLOWS: PAYMENTS TO IRAQ: $1,717 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT $500 TRAVEL REIMBURSEMENT FOR 2024 GLOBAL CHANGEMAKERS WORKSHOP PAYMENTS TO YEMEN: $6,400 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT PAYMENTS TO LIBYA: $1,561 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL AWARDS DINNEREvent1Nm
Gross Receipts Event1$1,979,664GrossReceiptsEvent1Amt
Charitable Contri Event1$1,876,764CharitableContriEvent1Amt
Gross Revenue Event1$102,900GrossRevenueEvent1Amt
Rent Facility Costs Event1$131,448RentFacilityCostsEvent1Amt
Food And Beverage Event1$171,394FoodAndBeverageEvent1Amt
Entertainment Event1$61,639EntertainmentEvent1Amt
Other Direct Expenses Event1$237,589OtherDirectExpensesEvent1Amt
Event2ASPEN WORDS SUMMER BENEFITEvent2Nm
Gross Receipts Event2$311,574GrossReceiptsEvent2Amt
Charitable Contri Event2$251,124CharitableContriEvent2Amt
Gross Revenue Event2$60,450GrossRevenueEvent2Amt
Non Cash Prizes Event2$38,575NonCashPrizesEvent2Amt
Rent Facility Costs Event2$76,124RentFacilityCostsEvent2Amt
Food And Beverage Event2$6,953FoodAndBeverageEvent2Amt
Entertainment Event2$21,309EntertainmentEvent2Amt
Other Direct Expenses Event2$15,530OtherDirectExpensesEvent2Amt
Gross Receipts Total$2,291,238GrossReceiptsTotalAmt
Charitable Contributions Tot$2,127,888CharitableContributionsTotAmt
Gross Revenue Total Events$163,350GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$38,575NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$207,572RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$178,347FoodAndBeverageTotalEventsAmt
Entertainment Total Events$82,948EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$253,119OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$760,561DirectExpenseSummaryEventsAmt
Net Income Summary-$597,211NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (173 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ZERO EMISSION MARITIME BUYERS ALLIANCE
1015 15TH STREET NW SUITE 1000WASHINGTONDC20005922453446501(C)(3)$2,461,282$0SUPPORT OPERATING ACTIVITIES
ITHAKA HARBORS INC
165 BROADWAYNEW YORKNY10006133857105501(C)(3)$1,444,394$0COLLEGE EXCELLENCE PROGRAM
SOLIYA INC
261 MADISON AVENUE 9TH FLOORNEW YORKNY10016320060209501(C)(3)$945,362$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
WORLD LEARNING INC
1 KIPLING ROAD PO BOX 676BRATTLEBOROVT05302030179592501(C)(3)$857,439$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
NEW YORK UNIVERSITY
105 E 17TH STREET 4TH FLOOR SUITENEW YORKNY10003135562308501(C)(3)$675,000$0JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES411
COLORADO YOUTH FOR A CHANGE
1390 LAWRENCE STREET SUITE 200DENVERCO80204202501002501(C)(3)$644,670$0PURPOSEFUL ECOSYSTEMS
ALLIANCE FOR CHILDREN'S RIGHTS
3333 WILSHIRE BOULEVARD SUITE 550LOS ANGELESCA90010954358213501(C)(3)$637,110$0SCALING YOUTH OUTCOMES COHORT
BOSTON PRIVATE INDUSTRY COUNCIL INC
2 OLIVER STREET 3RD FLOORBOSTONMA02109042676661501(C)(3)$501,000$0SCALING YOUTH OUTCOMES COHORT
ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC
710 N POST OAK ROAD SUITE 210HOUSTONTX77024275410988501(C)(3)$500,000$0SCALING YOUTH OUTCOMES COHORT
SPECIAL OLYMPICS INC
2600 VIRGINIA AVENUE NW 11TH FLOORWASHINGTONDC20037520889518501(C)(3)$500,000$0STEVENS INITIATIVE CULTURAL EXCHANGE
INTERNATIONAL RESEARCH & EXCHANGES BOARD INC
1275 K STREET NW SUITE 600WASHINGTONDC20005223087809501(C)(3)$453,192$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
EQUAL MEASURE
520 WALNUT STREET SUITE 1450PHILADELPHIAPA19106232694572501(C)(3)$393,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
GLOBAL NOMADS GROUP INC
132 NASSAU STREET SUITE 822NEW YORKNY10038752750127501(C)(3)$392,535$0STEVENS INITIATIVE CULTURAL EXCHANGE
INSTITUTE OF INTERNATIONAL EDUCATION
ONE WORLD TRADE CENTER 36TH FLOORNEW YORKNY10007131624046501(C)(3)$391,958$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
GLOBAL DEVELOPMENT INCUBATOR INC
1634 I STREET NW SUITE 300WASHINGTONDC20006141945286501(C)(3)$372,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
JOBS FOR THE FUTURE INC
50 MILK STREET 17TH FLOORBOSTONMA02109061164568501(C)(3)$353,000$0COLLEGE EXCELLENCE PROGRAM
NORTHERN GREAT LAKES INITIATIVES
101 W WASHINGTON STREET SUITE 9MARQUETTEMI49855473130767501(C)(3)$345,767$0JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
POMONA IMPACT FOUNDATION
2678 NW 23RD WAYBOCA RATONFL33431812867074501(C)(3)$335,300$0ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 30NEW YORKNY10027131624202501(C)(3)$315,250$0COLLEGE EXCELLENCE PROGRAM
THE BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAYNEW YORKNY10010237039817501(C)(3)$304,500$0COLLEGE EXCELLENCE PROGRAM
COLORADO STATE UNIVERSITY FOUNDATION
PO BOX 1870FORT COLLINSCO80522237098397501(C)(3)$300,000$0COLLEGE EXCELLENCE PROGRAM
STONY BROOK FOUNDATION INC
230 ADMINISTRATION BUILDINGSTONY BROOKNY11794116077945501(C)(3)$300,000$0COLLEGE EXCELLENCE PROGRAM
PEACEPLAYERS INTERNATIONAL
1100 15TH STREET 4TH FLOORWASHINGTONDC20005522272092501(C)(3)$299,859$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
JUNIATA COLLEGE
1700 MOORE STREETHUNTINGDONPA16652231352652501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
LEBANON VALLEY COLLEGE
101 NORTH COLLEGE AVENUEANNVILLEPA17003231352354501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
MUHLENBERG COLLEGE
2400 CHEW STREETALLENTOWNPA18104231352664501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4120 MAYFLOWER HILLWATERVILLEME04901010211497501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET SUITE 209URBANAIL61801376000511501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9ALBANYNY12201141368361501(C)(3)$250,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY
1 CASTLE POINT ON HUDSONHOBOKENNJ07030221487354501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
TOWSON UNIVERSITY
8000 YORK ROADTOWSONMD21252526002033501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
TRUSTEES OF INDIANA UNIVERSITY
509 E 3RD STREETBLOOMINGTONIN47401356001673501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469310536715501(C)(3)$250,000$0COLLEGE EXCELLENCE PROGRAM
IEARN INC
475 RIVERSIDE DRIVE SUITE 450NEW YORKNY10115133782233501(C)(3)$235,984$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
AFRICAN DEVELOPMENT CENTER
1931 5TH STREET SOUTHMINNEAPOLISMN55454200553370501(C)(3)$235,912$0JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1111 FRANKLIN STREET 10TH FLOOROAKLANDCA94607943067788501(C)(3)$230,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
LONE STAR JUSTICE ALLIANCE
3809 SOUTH 1STAUSTINTX78704822345921501(C)(3)$220,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
EDUCATION NORTHWEST
1417 NW EVERETT STREET SUITE 310PORTLANDOR97209930553346501(C)(3)$208,835$0SCALING YOUTH OUTCOMES COHORT
COMMUNITIES FOUNDATION OF TEXAS INC
5500 CARUTH HAVEN LANEDALLASTX75225750964565501(C)(3)$206,000$0BACKBONE SUPPORT SERVICES IN DFW
SHENANDOAH UNIVERSITY
1460 UNIVERSITY DRIVEWINCHESTERVA22601540525605501(C)(3)$203,302$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
GLOBAL IMPACT INVESTING NETWORK INC
1 BATTERY PARK SUITE 202NEW YORKNY10004273166994501(C)(3)$200,000$0ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
NEW ORLEANS YOUTH ALLIANCE
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TEXAS INTERNATIONAL EDUCATION CONSORTIUM
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CALIFORNIA FARMLINK
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ICAFUND
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PARTNERS IN DEVELOPMENT FOUNDATION
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ARIZONA STATE UNIVERSITY
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GLOBAL TIES KC INC
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INSTITUTE CAPITAL INC
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CITY OF EL PASO
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RESTORE EDUCATION INC
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MISSOURI STATE UNIVERSITY
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PRECIOUS BLOOD MINISTRY OF RECONCILIATION NFP
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FSG INC
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LOCAL INITIATIVES SUPPORT CORPORATION
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DIGITAL PROMISE GLOBAL
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JASPER INDEPENDENT SCHOOL DISTRICT
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EMPOWER MT
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CULTURINGUA
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CHIEF DULL KNIFE COLLEGE
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JARDIN DE LOS NINOS INC
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LONG BEACH CITY COLLEGE
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METROPOLITAN STATE UNIVERSITY OF DENVER
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MORRIS BROWN COLLEGE
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NATIONAL COLLABORATIVE FOR TRANSFORMATIVE YOUTH POLICY
609 H STREET NEWASHINGTONDC20001991467438501(C)(3)$50,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
OPERATION RESTORATION
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THE URBAN INSTITUTE
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UC SANTA CRUZ FOUNDATION
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UNIVERSITY OF PITTSBURGH
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YEAR ONE INC
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YOUNG AFRICAN AMERICANS FOR SOCIAL AND POLITICAL ACTIVISM
PO BOX 202092DENVERCO80220271970080501(C)(3)$50,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
YOUTHBUILD NEWARK INC
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COLORADO ENTERPRISE FUND
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MILLENNIUM CAMPUS NETWORK INC
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THE DISTRICT BOARD OF TRUSTEES OF MIAMI DADE COLLEGE FLORIDA
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INDIA DEVELOPMENT AND RELIEF FUND INC
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MARSHALL LEGACY INSTITUTE
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ROSE WOMEN'S FOUNDATION
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MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION
PO BOX 5209HELENAMT59604810393527501(C)(3)$25,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
PASO DEL NORTE COMMUNITY FOUNDATION
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REINVENT STOCKTON FOUNDATION
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RENAISSANCE ENTERTAINMENT LLC
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SPEETAR INC
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THE PENNSYLVANIA STATE UNIVERSITY
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TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104231352685501(C)(3)$25,000$0RENEE FLEMING BASIC RESEARCH AWARD
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER STREET NWBLACKSBURGVA24061546001805501(C)(3)$25,000$0RENEE FLEMING BASIC RESEARCH AWARD
BLACK OUTSIDE INC
305 EAST RAMSEY ROADSAN ANTONIOTX78216833447384501(C)(3)$20,000$0MCNULTY FOUNDATION CATALYST FUND AWARD
FUND FOR CONSTITUTIONAL GOVERNMENT
1100 13TH STREET NW SUITE 800WASHINGTONDC20005237391766501(C)(3)$20,000$02024 MCNULTY CATALYST FUND AWARD
LAGUANA COMMUNITY FOUNDATION
PO BOX 62LAGUANANM87026460990639501(C)(3)$20,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
MOONSHOTPLATFORMINC
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MOSAIC GENIUS
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MOVE UP GLOBAL INC
1325 WASHINGTON STREETCANTONMA02021844023422501(C)(3)$20,000$0MCNULTY FOUNDATION CATALYST FUND AWARD
PRISMA HEALTH-UPSTATE
300 EAST MCBEE AVENUE SUITE 500GREENVILLESC29601811723202501(C)(3)$20,000$0MCNULTY FOUNDATION CATALYST FUND AWARD
SOCIAL ART AND CULTURE
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TAOS PUEBLO CENTRAL MANAGEMENT SYSTEM (CMS) ADMINISTRATION
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UNDAUNTEDK12
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NEW YORK ACADEMY OF SCIENCES
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MONTANA COMMUNITY FOUNDATION INC
PO BOX 1145HELENAMT59624810450150501(C)(3)$16,250$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
FOODMENT INC
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KFUG COMMUNITY RADIO INC
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LOS ALAMOS NATIONAL LABORATORY FOUNDATION
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ACHIEVING THE DREAM INC
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NEW WAYS TO WORK
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UNIVERSITY OF HAWAII FOUNDATION
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TEENS OF COLOR ABROAD INC
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BAY AREA COMMUNITY RESOURCES INC
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BOYZ N THE WOOD INC
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CAPITAL WORKFORCE PARTNERS INC
ONE UNION PLACEHARTFORDCT06103061013293501(C)(3)$10,000$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
COLLEGE OF THE REDWOODS
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COMMUNITY FOUNDATION FOR GREATER BUFFALO INC
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DETROIT EMPLOYMENT SOLUTIONS CORPORATION
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JOBSFIRSTNYC
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PHILADELPHIA YOUTH NETWORK INC
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TIDES CENTER
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UNITED NATIONAL INDIAN TRIBAL YOUTH INC
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WOODSTOCK INSTITUTE
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YOUTH WILL
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YOUTHPRISE
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MELLIS LLC
10600 JOLLYVILLE RDAUSTINTX78759824512041N/A$9,000$0COLLEGE EXCELLENCE PROGRAM
GREEN RIVER COLLEGE
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JEANETTE JORDAN CONSULTING LLC
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ROANOKE COLLEGE
221 COLLEGE LANESALEMVA24153540505945501(C)(3)$7,500$0ASPEN FORUM FOR COMMUNITY SOLUTIONS
CONSTRUCTIVE DIALOGUE INSTITUTE INC
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22 GLASGOW COURTLITTLE ROCKAR72211570173910N/A$7,000$0ASPEN EDUCATION PROGRAM
NATIVE AMERICAN REALTORS ASSOCIATION
5501 MERCHANTS VIEW SQUARE SUITEHAYMARKETVA20169923970044N/A$6,973$0DEMOCRACY IS INDIGENOUS256
SEATTLE UNIVERSITY
901 12TH AVENUESEATTLEWA98122910565006501(C)(3)$6,736$0SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
CHILDREN OF THE SETTING SUN PRODUCTIONS
PO BOX 1571BELLINGHAMWA98227475005550501(C)(3)$6,087$0DEMOCRACY IS INDIGENOUS
FieldValueIRS element (for citing)
Total501c3 Org163Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
HONORARIA276$469,791
EVENT PARTICIPATION STIPEND78$105,400
AWARDS86$317,050

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT IT DOES NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS ENTITIES OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY, ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL R PORTERFIELD
PRESIDENT & CEO$797,994$0$0$0$4,881$0$52,213$0$56,482$0$911,570$0$0$0
ELLIOT GERSON
EXECUTIVE VICE PRESIDENT$486,000$0$0$0$12,051$0$40,879$0$46,423$0$585,353$0$0$0
DAVID LANGSTAFF EVP
UNTIL 11/24, SEN. ADV. TO PRES/CEO$447,517$0$0$0$13,071$0$52,183$0$46,423$0$559,194$0$0$0
ANDREW AXELROD
EVP FINANCE & EBD, TREASURER$462,072$0$0$0$1,898$0$34,953$0$30,296$0$529,219$0$0$0
JAMES SPIEGELMAN
EXECUTIVE DIRECTOR$349,830$0$0$0$28,197$0$51,143$0$53,140$0$482,310$0$0$0
STEPHEN PATRICK
EXECUTIVE DIRECTOR$369,776$0$0$0$2,516$0$51,896$0$57,351$0$481,539$0$0$0
ANNE MOSLE
EXECUTIVE DIRECTOR$372,753$0$0$0$2,516$0$51,896$0$54,141$0$481,306$0$0$0
VIVIAN SCHILLER
VP, EXECUTIVE DIRECTOR$386,299$0$0$0$4,881$0$41,633$0$45,710$0$478,523$0$0$0
SUZANNE BERGER
VP, EXECUTIVE DIRECTOR$387,874$0$22,859$0$3,689$0$0$0$26,560$0$440,982$0$0$0
MARIA ACEBAL
EVP STRATEGY & CORP SECRETARY$350,317$0$0$0$2,516$0$39,837$0$19,010$0$411,680$0$0$0
JAMES PICKUP
GENERAL COUNSEL$278,183$0$0$0$3,056$0$43,423$0$48,602$0$373,264$0$0$0
KAYATANYA HENDERSON
EVP, ED CENTER FOR RISING GENERATION$144,007$0$0$0$1,004$0$0$0$6,670$0$151,681$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationDURING THE YEAR ENDING DECEMBER 31, 2024, NON-FIXED, DISCRETIONARY BONUS WAD PAID TO THE BELOW INDIVIDUALS: SUZANNE BERGER, VP, EXECUTIVE DIRECTOR: $22,858ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution28ContributionCnt
Noncash Contributions Rpt F990$192,330,215NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THIS COLUMN REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED.
PART I, LINE 32B:THE INSTITUTE HAS A WRITTEN GIFT ACCEPTANCE POLICY. IF A DONOR WANTS TO GIVE A GIFT OUTSIDE OF THAT POLICY, IT WILL BE REVIEWED BY SENIOR MANAGEMENT AND, IF NECESSARY, REFERRED TO THE BOARD OF TRUSTEES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2CENTER FOR RISING GENERATIONS IS A NEW PROGRAM EFFORT IN 2024.
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS LESTER CROWN & PAULA CROWN, LAURA HELLER LAUDER & LEONARD LAUDER, AND LYNDA R. RESNICK & WILLIAM RESNICK HAVE FAMILY RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL FORM 990 OF THE INSTITUTE IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM USING INFORMATION OBTAINED FROM INSTITUTE'S STAFF. ONCE THE INITIAL DRAFT IS PREPARED, IT IS REVIEWED BY SR. FINANCE/ACCOUNTING STAFF. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE SECOND DRAFT FORM 990 IS REVIEWED BY AN APPOINTED MEMBER OF THE AUDIT COMMITTEE ALONG WITH THE EVP FINANCE & ENTERPRISE BUSINESS DEVELOPMENT. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE FINAL DRAFT FORM 990 IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE, WHICH INCLUDES THE CHAIR OF THE BOARD OF TRUSTEES. ONCE APPROVED, COPIES ARE THEN DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CALL ASPEN INSTITUTE TRUSTEES AND EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE AND SIGN A DISCLOSURE AND ACKNOWLEDGEMENT FORM RELATED TO THE INSTITUTE'S CONFLICT OF INTEREST POLICY. SPECIFICALLY, ALL TRUSTEES AND EMPLOYEES ARE REQUIRED TO ACKNOWLEDGE THAT THEY HAVE READ, UNDERSTOOD, AND ARE COMMITTED TO ABIDING BY THE INSTITUTE'S CONFLICT OF INTEREST POLICY, AND TO MAKE CERTAIN DISCLOSURES ABOUT THEIR ACTIVITIES OUTSIDE OF WORK AND FINANCES TO HELP IDENTIFY POSSIBLE CONFLICTS OF INTEREST. ALL EMPLOYEE FORMS ARE SUBMITTED TO THE HUMAN RESOURCES DEPARTMENT, WHICH REVIEWS THEM AND HAS DISCRETION, IN COORDINATION WITH THE GENERAL COUNSEL AND SENIOR MANAGEMENT, TO MAKE RECOMMENDATIONS OR RAISE CONCERNS WITH AFFECTED INDIVIDUALS AS APPROPRIATE. ALL TRUSTEE FORMS ARE SUBMITTED TO THE OFFICE OF THE CORPORATE SECRETARY, WHICH REVIEWS THEM ALONG WITH THE GENERAL COUNSEL. MAJOR CONFLICT OF INTEREST ISSUES INVOLVING TRUSTEES AND/OR SENIOR MANAGEMENT ARE REFERRED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR RESOLUTION. THE CORPORATE SECRETARY, GENERAL COUNSEL AND SENIOR MANAGEMENT REGULARLY CONFER WITH THE CHAIR OF THE AUDIT COMMITTEE REGARDING THE INSTITUTE'S CONFLICT OF INTEREST POLICY AND ANY CONFLICT OF INTEREST ISSUES.
FORM 990, PART VI, SECTION B, LINE 15THE INSTITUTE CONTRACTS WITH AN EXTERNAL COMPENSATION FIRM TO PERFORM A MARKET ANALYSIS TO SET THE SALARY RANGES FOR ALL OF OUR POSITIONS ANNUALLY. THE COMPENSATION FIRM ANALYZES SALARIES FROM LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY RANGE FOR EACH POSITION IN THE INSTITUTE. THE INSTITUTE'S COMPENSATION PHILOSOPHY IS THAT WE GENERALLY TARGET THE 50TH PERCENTILE OF THE MARKET FOR OUR POSITIONS. IN ADDITION TO THE ANNUAL MARKET ANALYSIS FOR ALL POSITIONS, WE CONTRACT WITH AN EXTERNAL COMPENSATION CONSULTANT BI-ANNUALLY TO CONDUCT AN IN-DEPTH ANALYSIS FOR OUR PRESIDENT/CEO AND EACH OF OUR EXECUTIVE OFFICERS. EACH EXECUTIVE'S TOTAL COMPENSATION IS BENCHMARKED AGAINST SIMILAR POSITIONS IN COMPARABLE ORGANIZATIONS IN LABOR MARKETS IN WHICH THE INSTITUTE COMPETES FOR EXECUTIVE TALENT. THE RECOMMENDATIONS OF THE CONSULTANT ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND ENDORSEMENT. THE PRESIDENT/CEO'S SALARY IS THEN PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE ALL PUBLISHED ON OUR WEBSITE AND MADE AVAILABLE BY REQUEST.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 16,729,156. MANAGEMENT AND GENERAL EXPENSES 4,603,969. FUNDRAISING EXPENSES 111,268. TOTAL EXPENSES 21,444,393. CONTRACTUAL INTERNATIONAL STAFF: PROGRAM SERVICE EXPENSES 590,894. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 590,894. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 292,221. MANAGEMENT AND GENERAL EXPENSES 3,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,256. SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 333,969. MANAGEMENT AND GENERAL EXPENSES 3,666,696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000,665. EQUIPMENT/VEHICLE RENTAL: PROGRAM SERVICE EXPENSES 24,003. MANAGEMENT AND GENERAL EXPENSES 396,472. FUNDRAISING EXPENSES 8,456. TOTAL EXPENSES 428,931. TRANSPORTATION & SECURITY SERVICES: PROGRAM SERVICE EXPENSES 800,179. MANAGEMENT AND GENERAL EXPENSES 5,206. FUNDRAISING EXPENSES 320. TOTAL EXPENSES 805,705. MODERATOR EXPENSES: PROGRAM SERVICE EXPENSES 886,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 886,920. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 5,521,927. MANAGEMENT AND GENERAL EXPENSES 1,952,466. FUNDRAISING EXPENSES 64,337. TOTAL EXPENSES 7,538,730.
FORM 990, PART XI, LINE 9:REFUNDED GRANTS 62,217.