THE ASPEN INSTITUTE INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: THE ASPEN INSTITUTE INC (EIN 84-0399006)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-10-03
IRS object ID: 201612779349300511
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-10-03T10:05:12-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521511275	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RAFFA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L STREET NW SUITE 850	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	840399006	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ASPEN INSTITUTE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ASPE	BusinessNameControlTxt
Phone	2027361074	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200361133	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NAMITA KHASAT	PersonNm
Person Title	EVP FIN.& ADMIN./CFO/TREASURER	PersonTitleTxt
Phone	2027361074	PhoneNum
Signature	2016-10-03	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK H SMITH	PreparerPersonNm
PTIN	P00639053	PTIN
Phone	2028225000	PhoneNum
Preparation	2016-10-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WALTER ISAACSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200361133	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$322,809,953	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ASPENINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	CO	LegalDomicileStateCd
Activity Or Mission	VALUES-BASED LEADERSHIP IN NEUTRAL AND BALANCED VENUE FOR DISCUSSING CRITICAL ISSUES.	ActivityOrMissionDesc
Voting Members Governing Body	65	VotingMembersGoverningBodyCnt
Voting Members Independent	64	VotingMembersIndependentCnt
Total Employee	472	TotalEmployeeCnt
Total Volunteers	292	TotalVolunteersCnt
Total Gross UBI	$9,941,123	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$2,295,871	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$68,633,372	PYContributionsGrantsAmt
CY Contributions Grants	$111,928,714	CYContributionsGrantsAmt
PY Program Service Revenue	$28,384,520	PYProgramServiceRevenueAmt
CY Program Service Revenue	$30,455,451	CYProgramServiceRevenueAmt
PY Investment Income	-$632,796	PYInvestmentIncomeAmt
CY Investment Income	$239,875	CYInvestmentIncomeAmt
PY Other Revenue	$79,121	PYOtherRevenueAmt
CY Other Revenue	$230,486	CYOtherRevenueAmt
PY Total Revenue	$96,464,217	PYTotalRevenueAmt
CY Total Revenue	$142,854,526	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,053,050	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$8,484,499	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$35,680,382	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$41,445,856	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,823,236	CYTotalFundraisingExpenseAmt
PY Other Expenses	$49,629,398	PYOtherExpensesAmt
CY Other Expenses	$51,448,762	CYOtherExpensesAmt
PY Total Expenses	$91,362,830	PYTotalExpensesAmt
CY Total Expenses	$101,379,117	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,101,387	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$41,475,409	CYRevenuesLessExpensesAmt
Total Assets BOY	$232,206,093	TotalAssetsBOYAmt
Total Assets EOY	$278,242,256	TotalAssetsEOYAmt
Total Liabilities BOY	$16,794,826	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,264,679	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$215,411,267	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$258,977,577	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE'S MISSION IS TO FOSTER LEADERSHIP BASED ON ENDURING VALUES AND TO PROVIDE A NONPARTISAN VENUE FOR DEALING WITH CRITICAL ISSUES THROUGH: (SEE SCHEDULE O)1. IDEAS - SPARK INTELLECTUAL INQUIRY AND EXCHANGE, CONNECTING NEW CONCEPTS TO TIMELESS VALUES. 2. LEADERSHIP - CREATE A DIVERSE WORLDWIDE COMMUNITY OF LEADERS COMMITTED TO THE GREATER GOOD.3. ACTION - PROVIDE A NONPARTISAN FORUM FOR REACHING SOLUTIONS ON VITAL PUBLIC POLICY ISSUES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$43,593,545	ExpenseAmt
Grant	$8,241,495	GrantAmt
Revenue	$5,746,942	RevenueAmt
Desc	POLICY PROGRAM: THE INSTITUTE'S PROGRAMS ADVANCE PUBLIC AND PRIVATE-SECTOR KNOWLEDGE ON SIGNIFICANT POLICY ISSUES CONFRONTING CONTEMPORARY SOCIETY. THEY CONVENE LEADERS AND EXPERTS TO SEEK CONSTRUCTIVE SOLUTIONS TO CRITICAL PROBLEMS. WHILE EACH PROGRAM IS UNIQUE IN SUBSTANCE AND APPROACH THEY ALL SHARE A COMMITMENT TO ADVANCING BETTER POLICY BY BRINGING DIVERSE PERSPECTIVES TOGETHER IN PURSUIT OF INFORMED DIALOGUE AND EFFECTIVE SOLUTIONS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,963,005	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$10,184,467	RevenueAmt
Desc	CAMPUS ACTIVITIES: THE INSTITUTE CARRIES OUT MUCH OF ITS WORK ON ITS TWO CAMPUSES. IN ASPEN, COLORADO AND ON THE WYE RIVER, ON MARYLAND'S EASTERN SHORE WHERE NATURAL BEAUTY AND QUIET SURROUNDINGS ENCOURAGES THOUGHTFUL REFLECTION AND REFRESHES THE MIND, BODY AND SPIRIT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$11,249,145	ExpenseAmt
Grant	$207,504	GrantAmt
Revenue	$11,112,238	RevenueAmt
Desc	PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAMS OPEN THE INSTITUTE UP TO THE PUBLIC, OFFERING OPPORTUNITIES TO ENGAGE IN THOUGHTFUL, NONPARTISAN INQUIRY. OUR MAJOR EVENTS INCLUDE THE ASPEN, DC AND NEW YORK IDEAS FESTIVALS, SPOTLIGHT HEALTH AND THE ASPEN SECURITY FORUM AND THE ASPEN WORDS PROGRAM. THESE AND OUR OTHER PUBLIC FORUMS ENGAGE OVER 15,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$5,455,206	$35,000	$1,426,068	ASPEN GLOBAL LEADERSHIP NETWORK
$2,233,644	$500	$340,949	OTHER RESTRICTED PROGRAMS
$974,521	$0	$1,644,787	SEMINARS

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$8,663,371	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$35,500	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$3,411,804	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$79,469,066	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	562	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	472	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	65	GoverningBodyVotingMembersCnt
Independent Voting Member	64	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASPEN INSTITUTENAMITA KHASAT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2027362520	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200361133	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT K STEEL
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
JAMES SCHINE CROWN
VICE CHAIR	0.30	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM E MAYER
CHAIRMAN EMERITUS	0.30	Yes (X)	Yes (X)	$0	$0	$0
MADELEINE K ALBRIGHT
CHAIR	0.30	Yes (X)		$0	$0	$0
PAUL F ANDERSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MERCEDES BASS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MIGUEL MIKE BEZOS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RICHARD BRADDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BETH BROOKE-MARCINIAK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM D BUDINGER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
STEPHEN L CARTER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CESAR R CONDE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANDREA CUNNINGHAM
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KENNETH L DAVIS MD
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JOHN DOERR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
THELMA DUGGIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SYLVIA A EARLE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL D EISNER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
L BROOKS ENTWISTLE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HENRIETTA HOLSMAN FORE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANN B FRIEDMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HENRY LOUIS GATES JR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID GERGEN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GERALD GREENWALD
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PATRICK W GROSS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ARJUN GUPTA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JANE HARMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HAYNE HIPP
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARK S HOPLAMAZIAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GERALD D HOSIER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANN FRASHER HUDSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ROBERT HURST
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SALMAN KHAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL KLEIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID KOCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
TIMOTHY K KRAUSKOPF
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LAURA LAUDER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RODERICK VON LIPSEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
YO-YO MA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
FREDERIC V MALEK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES M MANYIKA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BONNIE PALMER MCCLOSKEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID MCCORMICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNE WELSH MCNULTY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DIANE L MORRIS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KARLHEINZ MUHR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CLARE MUNANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JERRY MURDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARC B NATHANSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM A NITZE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HER MAJESTY QUEEN NOOR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JACQUELINE NOVOGRATZ
TRUSTEE	0.30	Yes (X)		$0	$0	$0
OLARA A OTUNNU
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ELAINE PAGELS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARGOT L PRITZKER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LYNDA RESNICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CONDOLEEZZA RICE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES E ROGERS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RICARDO SALINAS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ISAAC SHONGWE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNA DEAVERE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHELLE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LAURIE M TISCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
VIN WEBER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WALTER ISAACSON
PRESIDENT/CEO	40.00	Yes (X)	Yes (X)	$864,658	$0	$74,709
AMY MARGERUM
EXEC. VP/CORPORATE SECRETARY	40.00		Yes (X)	$378,794	$0	$63,804
ELLIOT GERSON
EXECUTIVE VP	40.00		Yes (X)	$375,814	$0	$74,714
PETER REILING
EXECUTIVE VP	40.00		Yes (X)	$375,566	$0	$74,687
DOLORES GORGONE
CFO - UNTIL 11/2015	40.00		Yes (X)	$319,580	$0	$43,086
RAJIV VINNAKOTA
EXECUTIVE VP	40.00		Yes (X)	$87,383	$0	$8,726
NAMITA KHASAT
EVP FIN. & ADMN./CFO/TREASURER	40.00		Yes (X)	$85,579	$0	$295
CHARLIE FIRESTONE
EXEC. DIR. C&S	40.00			$348,993	$0	$63,838	Yes (X)
DAN GLICKMAN
ED CONGRESSIONAL PROGRAM	40.00			$339,072	$0	$35,393	Yes (X)
MICKEY EDWARDS
DIRECTOR RODEL FELLOWSHIPS	40.00			$326,654	$0	$52,382	Yes (X)
STACE LINDSAY
DIRECTOR	40.00			$315,184	$0	$58,902	Yes (X)
ANNE MOSLE
VICE PRES. EXEC. DIRECTOR	40.00			$281,730	$0	$69,184	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,099,007	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$619,720	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	117	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
FIRSTBORN MULTIMEDIA CORP
32 AVE OF THE AMER 5TH FLOOR	NEW YORK	NY	10013	WEBSITE DEVELOPMENT	$527,942
SITE SELECTION SERVICES
6404 RUBY WAY	CARLSBAD	CA	92011	CONFERENCE SERVICES / LODGING	$418,979
BURNESS COMMUNICATIONS
7910 WOODMONT AVENUE	BETHESDA	MD	20814	COMMUNICATIONS CONSULTING	$351,905
HOTEL JEROME
330 E MAIN STREET	ASPEN	CO	81611	CONFERENCE SERVICES / LODGING	$297,581
STAY ASPEN SNOWMASS
425 RIO GRANDE PLACE	ASPEN	CO	81611	CONFERENCE SERVICES / LODGING	$296,678

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	24	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,794,724	FundraisingAmt
Government Grants	$1,374,672	GovernmentGrantsAmt
All Other Contributions	$108,759,318	AllOtherContributionsAmt
Noncash Contributions	$3,988,155	NoncashContributionsAmt
Total Contributions	$111,928,714	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CONTRACT REVENUE	900099	$10,411,357	$10,411,357
CONF./FACILITY FEES	531390	$10,182,338		$10,182,338
SEMINAR AND EVENT FEES	900099	$9,835,735	$9,835,735
BOOK SALES	900099	$26,021	$26,021

Field	Value	IRS element (for citing)
Total Program Service Revenue	$30,455,451	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$268,197	TotalRevenueColumnAmt
Unrelated Business Revenue	-$512,268	UnrelatedBusinessRevenueAmt
Exclusion	$780,465	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$98,306	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$49,712	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$48,594	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,594	TotalRevenueColumnAmt
Exclusion	$48,594	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$179,297,074	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$179,325,396	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$28,322	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$28,322	TotalRevenueColumnAmt
Exclusion	-$28,322	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$80,386	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,794,724	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$580,319	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$499,933	TotalRevenueColumnAmt
Exclusion	-$499,933	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME	900099	$395,329	$395,329
ADVERTISING INCOME	541800	$271,053		$271,053
SUBLEASE INCOME	900099	$15,443	$15,443

Field	Value	IRS element (for citing)
Other Revenue Total	$681,825	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$142,854,526	TotalRevenueColumnAmt
Related Or Exempt Func Income	$20,273,113	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,941,123	UnrelatedBusinessRevenueAmt
Exclusion	$711,576	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$8,088,424	TotalAmt
Program Services	$8,088,424	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$142,751	TotalAmt
Program Services	$142,751	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$253,324	TotalAmt
Program Services	$253,324	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,827,404	TotalAmt
Program Services	$598,990	ProgramServicesAmt
Management And General	$2,095,635	ManagementAndGeneralAmt
Fundraising	$132,779	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$29,807,887	TotalAmt
Program Services	$22,184,639	ProgramServicesAmt
Management And General	$6,245,871	ManagementAndGeneralAmt
Fundraising	$1,377,377	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,776,102	TotalAmt
Program Services	$2,069,579	ProgramServicesAmt
Management And General	$556,826	ManagementAndGeneralAmt
Fundraising	$149,697	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,882,070	TotalAmt
Program Services	$2,856,846	ProgramServicesAmt
Management And General	$857,352	ManagementAndGeneralAmt
Fundraising	$167,872	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,152,393	TotalAmt
Program Services	$1,535,652	ProgramServicesAmt
Management And General	$499,803	ManagementAndGeneralAmt
Fundraising	$116,938	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$14,376,991	TotalAmt
Program Services	$14,376,991	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$81,056	TotalAmt
Program Services	$36,390	ProgramServicesAmt
Management And General	$44,666	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$167,465	TotalAmt
Management And General	$167,465	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$32,011	TotalAmt
Management And General	$32,011	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,818,181	TotalAmt
Program Services	$5,135,281	ProgramServicesAmt
Management And General	$682,900	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$98,704	TotalAmt
Program Services	$88,046	ProgramServicesAmt
Management And General	$4,615	ManagementAndGeneralAmt
Fundraising	$6,043	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,478,277	TotalAmt
Program Services	$1,935,230	ProgramServicesAmt
Management And General	$2,261,037	ManagementAndGeneralAmt
Fundraising	$282,010	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,376,114	TotalAmt
Program Services	$462,706	ProgramServicesAmt
Management And General	$903,825	ManagementAndGeneralAmt
Fundraising	$9,583	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,309,108	TotalAmt
Program Services	$2,355,035	ProgramServicesAmt
Management And General	$844,139	ManagementAndGeneralAmt
Fundraising	$109,934	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$11,541,100	TotalAmt
Program Services	$10,707,292	ProgramServicesAmt
Management And General	$621,050	ManagementAndGeneralAmt
Fundraising	$212,758	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$750,163	TotalAmt
Program Services	$750,163	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,065,177	TotalAmt
Program Services	$2,065,177	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,000	TotalAmt
Management And General	$4,000	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,761,455	TotalAmt
Management And General	$2,761,455	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$294,434	TotalAmt
Management And General	$294,434	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PUBLICATIONS	$1,495,670	$1,344,329	$147,278	$4,063
AUDIO/VISUAL	$1,202,921	$1,131,666	$37,009	$34,246
PROGRAM COSTS	$1,076,094	$1,076,094
PHOTOGRAPHY	$311,776	$274,434	$20,312	$17,030

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$208,065	TotalAmt
Program Services	$27	ProgramServicesAmt
Management And General	$5,132	ManagementAndGeneralAmt
Fundraising	$202,906	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$101,379,117	TotalAmt
Program Services	$79,469,066	ProgramServicesAmt
Management And General	$19,086,815	ManagementAndGeneralAmt
Fundraising	$2,823,236	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,523	BOYAmt
EOY	$20,706	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$15,933,981	BOYAmt
EOY	$15,314,831	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,373,779	BOYAmt
EOY	$70,701,619	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,062,934	BOYAmt
EOY	$1,885,671	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$100,074	BOYAmt
EOY	$131,455	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,255,976	BOYAmt
EOY	$1,125,418	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$93,687,725	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$43,036,052	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$51,625,857	BOYAmt
EOY	$50,651,673	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,845,055	BOYAmt
EOY	$19,602,145	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$106,896,418	BOYAmt
EOY	$118,715,385	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$109,496	BOYAmt
EOY	$93,353	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$232,206,093	BOYAmt
EOY	$278,242,256	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,445,740	BOYAmt
EOY	$6,781,875	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$725,376	BOYAmt
EOY	$2,323,397	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,571,367	BOYAmt
EOY	$6,015,991	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,052,343	BOYAmt
EOY	$4,143,416	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,794,826	BOYAmt
EOY	$19,264,679	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,804,671	BOYAmt
EOY	$80,698,001	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$81,654,997	BOYAmt
EOY	$123,871,918	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$49,951,599	BOYAmt
EOY	$54,407,658	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$215,411,267	BOYAmt
EOY	$258,977,577	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$232,206,093	BOYAmt
EOY	$278,242,256	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$41,475,409	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,090,901	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$49,664,114	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$71,686,768	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,204,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,633,372	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,928,714	CurrentTaxYearAmt
Total	$370,117,152	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$49,664,114	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$71,686,768	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,204,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,633,372	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,928,714	CurrentTaxYearAmt
Total	$370,117,152	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$39,314,897	SubstantialContributorsTotAmt
Public Support Total170	$330,802,255	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$479,603	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$347,151	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$334,358	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$133,656	CurrentTaxYearMinus1YearAmt
Current Tax Year	$894,214	CurrentTaxYearAmt
Total	$2,188,982	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$402,809	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$485,061	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$398,612	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$190,216	CurrentTaxYearMinus1YearAmt
Current Tax Year	$395,329	CurrentTaxYearAmt
Total	$1,872,027	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$374,178,161	TotalSupportAmt
Gross Receipts Rltd Activities	$84,095,098	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.88410	PublicSupportCY170Pct
Public Support PY170	0.89210	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2011 AMOUNT: $ 402,809. 2012 AMOUNT: $ 485,061. 2013 AMOUNT: $ 398,612. 2014 AMOUNT: $ 190,216. 2015 AMOUNT: $ 395,329.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	1	TotalEasementsCnt
Total Acreage	250.38	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$100,000	RevenuesIncludedAmt
Assets Included	$959,345	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,203,349	BeginningYearBalanceAmt
Contributions	$16,298,057	ContributionsAmt
Investment Earnings Or Losses	$1,451,696	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,720,562	OtherExpendituresAmt
End Year Balance	$95,232,540	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$75,351,962	BeginningYearBalanceAmt
Contributions	$4,417,778	ContributionsAmt
Investment Earnings Or Losses	$2,668,734	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,235,125	OtherExpendituresAmt
End Year Balance	$80,203,349	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,703,811	BeginningYearBalanceAmt
Contributions	$12,128,542	ContributionsAmt
Investment Earnings Or Losses	$5,470,942	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,951,333	OtherExpendituresAmt
End Year Balance	$75,351,962	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$44,873,360	BeginningYearBalanceAmt
Contributions	$12,703,802	ContributionsAmt
Investment Earnings Or Losses	$3,285,463	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,299,326	OtherExpendituresAmt
End Year Balance	$58,563,299	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$43,483,211	BeginningYearBalanceAmt
Contributions	$4,713,266	ContributionsAmt
Investment Earnings Or Losses	-$393,566	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,929,551	OtherExpendituresAmt
End Year Balance	$44,873,360	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22490	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.57150	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.20360	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,627,664	OtherCostOrOtherBasisAmt
Book Value	$10,627,664	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$67,089,103	OtherCostOrOtherBasisAmt
Depreciation	$31,081,056	DepreciationAmt
Book Value	$36,008,047	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$976,700	OtherCostOrOtherBasisAmt
Depreciation	$454,662	DepreciationAmt
Book Value	$522,038	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,291,066	OtherCostOrOtherBasisAmt
Depreciation	$4,509,406	DepreciationAmt
Book Value	$781,660	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,703,192	OtherCostOrOtherBasisAmt
Depreciation	$6,990,928	DepreciationAmt
Book Value	$2,712,264	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$50,651,673	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT CONTRACT	$635,083	F
LIMITED PARTNERSHIPS	$118,080,302	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$118,715,385	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
CAPITAL LEASE OBLIGATIONS	$158,544
DEFERRED COMPENSATION	$3,402,311
DEFERRED RENT AND LEASE INCENTIVE	$582,561

Field	Value	IRS element (for citing)
Total Liability	$4,143,416	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$145,633,371	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,090,901	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$89,924	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$2,180,825	RevenueNotReportedAmt
Revenue Subtotal	$143,452,546	RevenueSubtotalAmt
Investment Expenses Not Incld	$32,011	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$630,031	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$598,020	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$142,854,526	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$102,067,061	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$89,924	DonatedServicesUseFcltsAmt
Expenses Not Reported	$89,924	ExpensesNotReportedAmt
Expenses Subtotal	$101,977,137	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$32,011	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$630,031	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$598,020	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$101,379,117	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
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:	THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -49,712. SPECIAL EVENT EXPENSES -580,319.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -49,712. SPECIAL EVENT EXPENSES -580,319.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$41,939
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$765
EUROPE (INCLUDING ICELAND & GREENLAND) -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$544,713
MIDDLE EAST AND NORTH AFRICA -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$15,224
NORTH AMERICA - CANADA AND MEXICO, BUT	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$189,099
SOUTH AMERICA - ARGENTINA, BOLIVIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$206,863
SOUTH ASIA - AFGHANISTAN, BANGLADESH,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$215,930
SUB-SAHARAN AFRICA - ANGOLA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$257,353

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$1,471,886	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$1,471,886	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
EUROPE (INCLUDING ICELAND & GREENLAND)	TO SUPPORT ONLINE SALES, DIGITIZATION, CULTURAL PROMOTION, AND WAREHOUSING	$20,000	WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)	SMALL BUSINESS DEVELOPMENT TO COMMISSION ARTISANS AND LOCAL ARTISANAL COPPERATIVES TO CREATE PRODUCTS FOR TRIA, ETC.	$20,000	WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICA	SUPPORT CHAPTER OPERATIONS	$54,000	WIRE TRANSFER
NORTH AMERICA	SUPPORT CHAPTER OPERATIONS	$20,000	WIRE TRANSFER
SOUTH AMERICA	SUPPORT CHAPTER OPERATIONS	$60,500	WIRE TRANSFER
SOUTH AMERICA	TO FINISH THE BUILDING AND INSTALLATION OF A TRADITIONAL HOME WEAVERS EXHIBITION	$20,000	WIRE TRANSFER
SOUTH ASIA	SUPPORT CHAPTER OPERATIONS	$27,000	WIRE TRANSFER
SUB-SAHARAN AFRICA	SUPPORT CHAPTER OPERATIONS	$10,000	WIRE TRANSFER

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	8	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
AWARDS	SOUTH AMERICA	5	$18,700	WIRE TRANSFER
AWARDS	NORTH AMERICA	1	$1,536	WIRE TRANSFER
AWARDS	MIDDLE EAST AND NORTH AFRICA	1	$5,000	WIRE TRANSFER
AWARDS	SUB-SAHARAN AFRICA	1	$10,000	WIRE TRANSFER

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

FROM TIME TO TIME THE INSTITUTE 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 SHOULD BE 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 DECREE 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.

SCHEDULE F, PART IV, NO. 6

THE STEVENS INITIATIVE IS A $6M COLLABORATION BETWEEN THE GOVERNMENTS OF THE UNITED STATES, UNITED ARAB EMIRATES, QATAR, ALGERIA AND MOROCCO, AND MICROSOFT, MOZILLA AND GOPRO. THE PARTNERSHIP IS DESIGNED TO INCREASE PEOPLE-TO-PEOPLE EXCHANGE BETWEEN YOUTH IN THE UNITED STATES AND THE MIDDLE EAST AND NORTH AFRICA. THE STEVENS INITIATIVE WILL SUPPORT ORGANIZATIONS THAT RUN VIRTUAL AND PHYSICAL EXCHANGE PROGRAMS TO DEEPEN THE IMPACT AND SCALE UP THE REACH OF THEIR PROGRAMS IN THE UNITED STATES AND IN THE MIDDLE EAST AND NORTH AFRICA. MIDDLE EAST LEADERSHIP INITIATIVE IS A FELLOWSHIP FOR LEADERS ACROSS THE MIDDLE EAST TO TACKLE IMPORTANT SOCIETAL CHALLENGES FACING THEIR COUNTRIES AND REGIONS. CASH DISBURSEMENTS TO AFFECTED COUNTRIES WERE MINIMAL AND INCLUDED REIMBURSEMENT FOR TRAVEL FOR A MODERATOR FOR THE ASPEN ACTION FORUM AND AN INDIVIDUAL CONSULTANT SUPPORTING THE GLOBAL HEALTH & DEVELOPMENT'S PROGRAM THE ALLIANCE FOR ARTISAN ENTERPRISES.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL DINNER	Event1Nm
Gross Receipts Event1	$1,097,895	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,059,345	CharitableContriEvent1Amt
Gross Revenue Event1	$38,550	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$5,356	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$98,291	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$184,854	OtherDirectExpensesEvent1Amt
Event2	SUMMER CELEBRATION	Event2Nm
Gross Receipts Event2	$461,760	GrossReceiptsEvent2Amt
Charitable Contri Event2	$436,180	CharitableContriEvent2Amt
Gross Revenue Event2	$25,580	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$3,804	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$1,507	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$155,953	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$315,455	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$299,199	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$16,256	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$1,692	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$2,656	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$126,206	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,875,110	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,794,724	CharitableContributionsTotAmt
Gross Revenue Total Events	$80,386	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$10,852	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$102,454	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$467,013	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$580,319	DirectExpenseSummaryEventsAmt
Net Income Summary	-$499,933	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (48 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
EMORY UNIVERSITY
1300 CLIFTON ROAD NE	ATLANTA	GA	30322	580566256	501(C)(3)	$1,011,452	TO SUPPORT GALI GLOBAL ACCELERATOR LEARNING INITIATIVE
THE DISTRICT BOARD OF TRUSTEES OF SANTA FE COLLEGE
3000 NW 83RD STREET	GAINESVILLE	FL	32606	591207627	501(C)(3)	$820,500	2015 ASPEN PRIZE AWARD FUNDS
EMPLOYINDY
115 W WASHINGTON STREET SUITE 450	INDIANAPOLIS	IN	46204	351569069	501(C)(3)	$649,092	TO LEAD THE DESIGN AND IMPLEMENTATION OF THE URBAN MATHEMATICS LEADERSHIP NEWTORK AND THE URBAN DISTRICTS LEADERSHIP NETWORK	SOUTH
CORPORATION FOR A SKILLED WORKFORCE
1100 VICTORS WAY SUITE 10	ANN ARBOR	MI	48108	382991143	501(C)(3)	$590,331	TO SUPPORT "REIMAGINING RETAIL JOBS AND WORKER ADVANCEMENT"
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
3145 PORTER DRIVE	PALO ALTO	CA	94304	941156365	501(C)(3)	$482,653	ASPEN FELLOWSHIP - STANFORD COLLABORATION
EQUAL MEASURE
1528 WALNUT STREET SUITE 805	PHILADELPHIA	PA	19102	232694572	501(C)(3)	$350,585	EVALUATION OF OPPORTUNITY YOUTH INCENTIVE FUND SITES
THRIVE CHICAGO
205 N MICHIGAN AVENUE	CHICAGO	IL	60601	472478889	501(C)(3)	$350,000	OPPORTUNITY YOUTH AWARD AND OPPORTUNITIES CHICAGO
MISSION EDGE SAN DIEGO INC
PO BOX 12319	SAN DIEGO	CA	92112	272938491	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
ALLIANCE FOR CHILDRENS RIGHTS
3333 WILSHIRE BOULEVARD	LOS ANGELES	CA	90010	954358213	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
JOBSFIRSTNYC
11 PARK PLACE	NEW YORK	NY	10007	412242653	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREET	BOSTON	MA	02109	042676661	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
WORKFORCE SOLUTIONS CAPITAL AREA WORKFORCE
6505 AIRPORT BOULEVARD	AUSTIN	TX	78752	742327454	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
URBAN STRATEGIES COUNCIL
1720 BROADWAY AVENUE	OAKLAND	CA	94612	943044453	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA
330 N COMMERCE PARK LOOP	TUCSON	AZ	85745	860098932	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
ADMINISTRATORS OF THE TULANE EDUCATION FUND
6823 ST CHARLES AVENUE	NEW ORLEANS	LA	70118	720423889	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA	SAN JOSE	CA	95126	941583439	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
FUSION PARTNERSHIPS
1601 GUILFORD AVENUE	BALTIMORE	MD	21202	522148413	501(C)(3)	$200,000	OPPORTUNITY YOUTH AWARD
ROSE COMMUNITY FOUNDATION
600 S CHERRY STREET	DENVER	CO	80246	840920862	501(C)(3)	$199,850	OPPORTUNITY YOUTH AWARD
MARICOPA COUNTY
301 W JEFFERSON AVENUE	PHOENIX	AZ	85003	866000472	501(C)(3)	$150,000	MARICOPA COUNTY EDUCATION SERVICE AGENCY OYIF
UNITED WAY OF METROPOLITAN ATLANTA
PO BOX 692	ATLANTA	GA	30301	580566194	501(C)(3)	$150,000	OPPORTUNITY YOUTH AWARD
HUMBOLDT AREA FOUNDATION
363 INDIANOLA AVENUE	BAYSIDE	CA	95524	237310660	501(C)(3)	$115,000	OPPORTUNITY YOUTH AWARD
WATERTOWN SCHOOL DISTRICT 14-4
PO BOX 730	WATERTOWN	SD	57201	466001273	501(C)(3)	$110,500	2015 ASPEN PRIZE AWARD FUNDS
PADUCAH JUNIOR COLLEGE INC
4810 ALBEN BARKLEY DRIVE	PADUCAH	KY	42002	616001156	501(C)(3)	$100,000	2015 ASPEN PRIZE AWARD FUNDS
BOARD OF TRUSTEES OF COMMUNITY COLLEGE DISTRICT NO 508
6301 S HALSTED STREET	CHICAGO	IL	60621	362606236	501(C)(3)	$100,000	2015 ASPEN PRIZE AWARD FUNDS
THE HOPI FOUNDATION
PO BOX 301	KYKOTSMOVI	AZ	86039	742488628	501(C)(3)	$100,000	OPPORTUNITY YOUTH AWARD
UNIVERSITY OF SOUTHERN MAINE
PO BOX 9300	PORTLAND	ME	04104	016000769	501(C)(3)	$100,000	OPPORTUNITY YOUTH AWARD
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
104 AIRPORT DRIVE SUTE 2200	CHAPEL HILL	NC	27599	566001393	501(C)(3)	$87,709	TO SUPPORT "REIMAGINING RETAIL JOBS AND WORKER ADVANCEMENT"
PORTLAND STATE UNIVERSITY
PO BOX 751-SPA	PORTLAND	OR	97207	364776757	501(C)(3)	$77,801	TO SUPPORT THE CWFA REGIONAL MANUFACTURING INITIATIVE
WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
213 SUTTER STREET SUITE 200	SAN FRANCISCO	CA	94108	941156356	501(C)(3)	$60,000	TO COMPENSATE FOR THE DESIGN, PLANNING AND EXECUTION OF THE ANNUAL MEETING AND SUPPORT RESEARCH
DETROIT EMPLOLYMENT SOLUTIONS CORPORATION
707 W MILWAUKEE	DETROIT	MI	48202	383353746	501(C)(3)	$50,000	OPPORTUNITY YOUTH AWARD
LOCAL INITIATIVE SUPPORT CORPORATION
501 SEVENTH AVENUE	NEW YORK	NY	10018	133030229	501(C)(3)	$50,000	OPPORTUNITY YOUTH AWARD
HIGHER HEIGHTS CONSULTING & TRAINING INC
11436 ENCORE DRIVE	SILVER SPRING	MD	20901	522336787	501(C)(3)	$39,874	2G HEIGHTS/MURRELL PARTNERSHIP/FEES & EXPENSES
RENTON TECHNICAL COLLEGE
3000 NE FOURTH STREET	RENTON	WA	98056	911522175	501(C)(3)	$31,500	2015 ASPEN PRIZE AWARD FUNDS
DC PUBLIC EDUCATION FUND
3407 14TH STREET NW	WASHINGTON	DC	20010	261607955	501(C)(3)	$30,240	CHALLENGE TEAM/TEACHER AWARDS
SKILLS FOR CHICAGOLAND
191 N WACKER DRIVE SUITE 1150	CHICAGO	IL	60606	451287418	501(C)(3)	$27,000	TO SUPPORT EFFORTS THAT PRODUCE DEMONSTRABLE RESULTS TOWARDS SKILLS FOR AMERICA'S FUTURE
HUMAN NEEDS PROJECT
36 PROFESSIONAL CENTRE PARKWAY	SAN RAFAEL	CA	94903	274583288	501(C)(3)	$25,000	ASPEN IDEAS AWARD
US GREEN BUILDING COUNCIL
2101 L STREET NW	WASHINGTON	DC	20037	521822816	501(C)(3)	$25,000	ASPEN IDEAS AWARD
LOS ANGELES FUND FOR PUBLIC EDUCATION
10250 CONSTELLATION BOULEVARD	LOS ANGELES	CA	90067	452443162	501(C)(3)	$18,764	CHALLENGE TEAM/TEACHER AWARDS
VALENCIA COLLEGE
PO BOX 3028	ORLANDO	FL	32802	591216316	501(C)(3)	$17,500	2015 ASPEN PRIZE AWARD FUNDS
BRAZOSPORT COLLEGE
500 COLLEGE DRIVE	LAKE JACKSON	TX	77566	741587881	501(C)(3)	$17,000	2015 ASPEN PRIZE AWARD FUNDS
THE CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVENUE SUITE 2200	CHICAGO	IL	60601	363432023	501(C)(3)	$15,000	APPRENTICESHIP RESEARCH EFFORTS AND OUTREACH EFFORTS OF WORKFORCE MATTERS
INSTITUTE FOR WORK
70 E LAKE STREET SUITE 1700	CHICAGO	IL	60601	364389954	501(C)(3)	$14,000	TO SUPPORT SKILLS FOR AMERICAS FUTURE INCLUDING IDENTIFYING A TEAM OF INNOVATORS IN "EARN AND LEARN" POLICIES
LH TARRYTOWN OPERATING LLC
49 E SUNNYSIDE LANE	TARRYTOWN	NY	10591	202373966	501(C)(3)	$14,000	ANDE ANNUAL CONFERENCE SCHOLARSHIP
GARRETT COUNTY COMMUNITY ACTION COMMITTEE INC
104 E CENTER STREET	OAKLAND	MD	21550	520820662	501(C)(3)	$10,750	TA MENTAL WELLNESS
MISSISSIPPI GULF COAST COMMUNITY COLLEGE
PO BOX 609	PERKINSTON	MS	39573	646000964	501(C)(3)	$10,000	2015 ASPEN PRIZE AWARD FUNDS
BAKER COMMUNICATIONS INC
7623 E BATES DRIVE	DENVER	CO	80231	841251243	501(C)(3)	$9,000	HONORARIUM CHANGE MANAGEMENT
INDIAN RIVER STATE COLLEGE FOUNDATION INC
3209 VIRGINIA AVENUE	FORT PIERCE	FL	34981	591105591	501(C)(3)	$7,000	2015 ASPEN PRIZE AWARD FUNDS
MIAMI DADE COLLEGE
11011 SW 104TH STREET	MIAMI	FL	33176	591210485	501(C)(3)	$7,000	2015 ASPEN PRIZE AWARD FUNDS

Field	Value	IRS element (for citing)
Total501c3 Org	48	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
HONORARIA	13	$67,001
AWARDS	6	$65,000
SCHOLARSHIPS	3	$10,750

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	FROM TIME TO TIME THE INSTITUTE 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 SHOULD BE 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 DECREE 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

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WALTER ISAACSON
PRESIDENT/CEO	$860,648	$0	$0	$0	$4,010	$0	$39,750	$0	$34,959	$0	$939,367	$0	$0	$0
AMY MARGERUM
EXEC. VP/CORPORATE SECRETARY	$375,074	$0	$0	$0	$3,720	$0	$39,750	$0	$24,054	$0	$442,598	$0	$0	$0
ELLIOT GERSON
EXECUTIVE VP	$371,804	$0	$0	$0	$4,010	$0	$39,750	$0	$34,964	$0	$450,528	$0	$0	$0
PETER REILING
EXECUTIVE VP	$372,954	$0	$0	$0	$2,612	$0	$39,750	$0	$34,937	$0	$450,253	$0	$0	$0
DOLORES GORGONE
CFO - UNTIL 11/2015	$315,570	$0	$0	$0	$4,010	$0	$39,750	$0	$3,336	$0	$362,666	$0	$0	$0
CHARLIE FIRESTONE
EXEC. DIR. C&S	$336,478	$0	$0	$0	$12,515	$0	$39,750	$0	$24,088	$0	$412,831	$0	$0	$0
DAN GLICKMAN
ED CONGRESSIONAL PROGRAM	$324,093	$0	$0	$0	$14,979	$0	$31,800	$0	$3,593	$0	$374,465	$0	$0	$0
MICKEY EDWARDS
DIRECTOR RODEL FELLOWSHIPS	$314,139	$0	$0	$0	$12,515	$0	$39,750	$0	$12,632	$0	$379,036	$0	$0	$0
STACE LINDSAY
DIRECTOR	$313,985	$0	$0	$0	$1,199	$0	$23,952	$0	$34,950	$0	$374,086	$0	$0	$0
ANNE MOSLE
VICE PRES. EXEC. DIRECTOR	$280,369	$0	$0	$0	$1,361	$0	$34,246	$0	$34,938	$0	$350,914	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE ASPEN INSTITUTE FOLLOWS A POLICY GOVERNING EXPENSE REIMBURSEMENT AND COMPLIES WITH TRAVEL GUIDELINES APPLICABLE TO ALL EMPLOYEES.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$100,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	42	ContributionCnt
Noncash Contributions Rpt F990	$3,879,556	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	FOOD/BEVERAGES	2	$4,303	FMV
Yes (X)	USER LICENSES	1	$3,600	FMV
Yes (X)	ELECTRONICS	2	$696	FMV

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE 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 & ADMINISTRATION AND VP OF FINANCE. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE FINAL DRAFT FORM 990 IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE. 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 12C	ALL 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 15	THE 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 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FEDERAL FORM 1023 ARE MADE AVAILABLE UPON REQUEST. THE FEDERAL FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC ON THE INSTITUTE'S WEBSITE.
FORM 990, PART I, LINE 19:	A LARGE PORTION OF ASPEN'S REVENUE COMES IN THE FORM OF MULTI-YEAR GIFTS AND GRANTS. THIS REVENUE IS ALL RECOGNIZED IN THE YEAR AWARDED ACCORDING TO GAAP STANDARDS. HOWEVER, THE PLANNED RECEIPT AND SPENDING OF THE FUNDS IS OVER FUTURE YEARS. THIS MULTI-YEAR FUNDING STRUCTURE CAN CREATE LARGE INCREASES AND DECREASES IN THE INSTITUTE'S ANNUAL CHANGE IN NET ASSETS.