THE ASPEN INSTITUTE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: THE ASPEN INSTITUTE INC (EIN 84-0399006)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-10-02
IRS object ID: 201502759349300960
Schema version: 2014v5.0
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	2015-10-02T15:24:14-05:00	ReturnTs
Tax Period End	2014-12-31	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 900	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20036	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	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	DOLORES GORGONE	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2027361074	PhoneNum
Signature	2015-10-02	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	2015-10-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	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	$165,841,721	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	452	TotalEmployeeCnt
Total Volunteers	180	TotalVolunteersCnt
Total Gross UBI	$8,916,214	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$804,400	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$68,204,184	PYContributionsGrantsAmt
CY Contributions Grants	$68,633,372	CYContributionsGrantsAmt
PY Program Service Revenue	$24,769,782	PYProgramServiceRevenueAmt
CY Program Service Revenue	$28,384,520	CYProgramServiceRevenueAmt
PY Investment Income	$310,104	PYInvestmentIncomeAmt
CY Investment Income	-$632,796	CYInvestmentIncomeAmt
PY Other Revenue	-$41,591	PYOtherRevenueAmt
CY Other Revenue	$79,121	CYOtherRevenueAmt
PY Total Revenue	$93,242,479	PYTotalRevenueAmt
CY Total Revenue	$96,464,217	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,834,375	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,053,050	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$32,007,958	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$35,680,382	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,403,438	CYTotalFundraisingExpenseAmt
PY Other Expenses	$44,283,779	PYOtherExpensesAmt
CY Other Expenses	$49,629,398	CYOtherExpensesAmt
PY Total Expenses	$82,126,112	PYTotalExpensesAmt
CY Total Expenses	$91,362,830	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,116,367	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,101,387	CYRevenuesLessExpensesAmt
Total Assets BOY	$220,838,386	TotalAssetsBOYAmt
Total Assets EOY	$232,206,093	TotalAssetsEOYAmt
Total Liabilities BOY	$14,337,183	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$16,794,826	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$206,501,203	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$215,411,267	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE'S MISSION IS TO FOSTER VALUES-BASED LEADERSHIP ENCOURAGING INDIVIDUALS TO REFLECT ON THE IDEALS AND IDEAS THAT DEFINE A GOOD SOCIETY AND TO PROVIDE A NEUTRAL AND BALANCED VENUE FOR DISCUSSING AND ACTING ON CRITICAL ISSUES. [CONTINUED ON SCHED. O] THE INSTITUTE DOES THIS IN FOUR WAYS: SEMINARS, WHICH HELP PARTICIPANTS REFLECT ON WHAT THEY THINK MAKES A GOOD SOCIETY AND ENHANCING THEIR CAPACITY TO SOLVE THE PROBLEMS LEADERS FACE; YOUNG LEADER FELLOWSHIPS AROUND THE GLOBE, WHICH BRING PROVEN LEADERS TOGETHER FOR AN INTENSE MULTI-YEAR PROGRAM AND COMMITMENT; POLICY PROGRAMS, WHICH SERVE AS NONPARTISAN FORUMS FOR ANALYSIS, CONSENSUS-BUILDING AND PROBLEM-SOLVING ON A WIDE VARIETY OF ISSUES; AND PUBLIC PROGRAMS WHICH PROVIDE A COMMONS FOR PEOPLE TO SHARE IDEAS. THE INSTITUTE IS BASED IN WASHINGTON D.C. WITH OPERATIONS IN ASPEN, COLORADO, NEW YORK CITY, AND ON THE WYE RIVER ON MARYLAND'S EASTERN SHORE. IT ALSO HAS AN INTERNATIONAL NETWORK OF PARTNERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$39,274,652	ExpenseAmt
Grant	$6,011,315	GrantAmt
Revenue	$5,486,446	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	$14,593,653	ExpenseAmt
Revenue	$8,454,699	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	$10,992,511	ExpenseAmt
Grant	$41,735	GrantAmt
Revenue	$11,590,796	RevenueAmt
Desc	PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAM OPENS THE DOORS TO THE PUBLIC, OFFERING OPPORTUNITIES TO ENGAGE IN THOUGHTFUL, NONPARTISAN INQUIRY. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, THE MCCLOSKEY SPEAKER SERIES, THE ASPEN SECURITY FORUM, THE ASPEN CHALLENGE PROGRAM, AND THE ALMA AND JOSEPH GILDENHORN BOOK SERIES. THESE PUBLIC FORUMS ENGAGE OVER 8,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$4,870,624	$774,590	ASPEN GLOBAL LEADERSHIP NETWORK
$1,088,828	$1,863,617	SEMINARS
$1,384,086	$214,372	OTHER RESTRICTED PROGRAMS

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$7,343,538	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$2,852,579	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$72,204,354	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	0	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	532	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	452	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 INSTITUTEDOLORES GORGONE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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

Form990 Part VII Section A Form990PartVIISectionAGrp (79 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
MELVA BUCKSBAUM
TRUSTEE - UNTIL 04/2014	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
LEONARD A LAUDER
TRUSTEE - UNTIL 04/2014	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
CHARLES POWELL
TRUSTEE - UNTIL 04/2014	0.30	Yes (X)		$0	$0	$0
MICHAEL K POWELL
TRUSTEE - UNTIL 04/2014	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
RODERICK VON LIPSEY
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)	$808,501	$0	$71,075
ELLIOT GERSON
EXECUTIVE VP	40.00		Yes (X)	$351,358	$0	$71,075
AMY MARGERUM
EXEC. VP/CORPORATE S.	40.00		Yes (X)	$353,222	$0	$61,131
PETER REILING
EXECUTIVE VP	40.00		Yes (X)	$351,313	$0	$71,056
SUSAN SHERWIN
EXECUTIVE VP - UNTIL 01/2014	40.00		Yes (X)	$98,792	$0	$42,072
DOLORES GORGONE
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$297,795	$0	$42,324
DAN GLICKMAN
EXECUTIVE DIRECTOR-CONGRES	40.00			$319,249	$0	$33,360	Yes (X)
CHARLIE FIRESTONE
EXEC. DIR. C&S	40.00			$318,655	$0	$61,131	Yes (X)
MICKEY EDWARDS
DIR. RODEL	40.00			$305,183	$0	$50,776	Yes (X)
STACE LINDSAY
DIRECTOR	40.00			$272,984	$0	$29,392	Yes (X)
MARGARET CLARK
VICE PRES. POLICY PROGRAMS	40.00			$262,506	$0	$61,079	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,739,558	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$594,471	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	87	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
CONDE NAST PUBLIC
4 TIMES SQUARE	NEW YORK	NY	10036	VANITY FAIR SUMMIT	$1,224,210
COLORADO AUDIO VISUAL INC
409 AABC SUITE B	ASPEN	CO	81611	AV CONSULTANTS	$846,128
CLUNE CONSTRUCTION
10 SOUTH RIVERSIDE PLAZA SUITE 220	CHICAGO	IL	60606	OFFICE CONSTRUCTION	$650,631
HOTEL JEROME
330 E MAIN STREET	ASPEN	CO	81611	CONFERENCE SERVICES	$348,887
SITE SELECTION
6404 RUBY WAY	CARLSBAD	CA	92011	CONFERENCE SERVICES	$286,814

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	72	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,226,990	FundraisingAmt
Government Grants	$1,135,746	GovernmentGrantsAmt
All Other Contributions	$65,270,636	AllOtherContributionsAmt
Noncash Contributions	$3,951,922	NoncashContributionsAmt
Total Contributions	$68,633,372	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SEMINAR AND EVENT FEES	900099	$10,790,876	$10,790,876
CONTRACT REVENUE	900099	$9,122,265	$9,122,265
CONF./FACILITY FEES	531390	$8,453,809		$8,453,809
BOOK SALES	900099	$17,570	$17,570

Field	Value	IRS element (for citing)
Total Program Service Revenue	$28,384,520	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$205,403	TotalRevenueColumnAmt
Unrelated Business Revenue	$173,312	UnrelatedBusinessRevenueAmt
Exclusion	$32,091	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$97,665	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$62,877	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$34,788	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,788	TotalRevenueColumnAmt
Exclusion	$34,788	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$67,801,202	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$68,639,401	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$838,199	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$838,199	TotalRevenueColumnAmt
Exclusion	-$838,199	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$236,350	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,226,990	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$675,226	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$438,876	TotalRevenueColumnAmt
Exclusion	-$438,876	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
ADVERTISING INCOME	541800	$289,093	$289,093
OTHER INCOME	900099	$190,216		$190,216
SUBLEASE INCOME	900099	$3,900		$3,900

Field	Value	IRS element (for citing)
Other Revenue Total	$483,209	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$96,464,217	TotalRevenueColumnAmt
Related Or Exempt Func Income	$19,930,711	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,916,214	UnrelatedBusinessRevenueAmt
Exclusion	-$1,016,080	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,586,357	TotalAmt
Program Services	$5,586,357	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$230,953	TotalAmt
Program Services	$230,953	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$235,740	TotalAmt
Program Services	$235,740	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,619,714	TotalAmt
Program Services	$561,786	ProgramServicesAmt
Management And General	$1,792,758	ManagementAndGeneralAmt
Fundraising	$265,170	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$25,967,301	TotalAmt
Program Services	$19,175,320	ProgramServicesAmt
Management And General	$5,709,396	ManagementAndGeneralAmt
Fundraising	$1,082,585	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,368,634	TotalAmt
Program Services	$1,913,716	ProgramServicesAmt
Management And General	$340,721	ManagementAndGeneralAmt
Fundraising	$114,197	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,897,675	TotalAmt
Program Services	$2,297,577	ProgramServicesAmt
Management And General	$489,766	ManagementAndGeneralAmt
Fundraising	$110,332	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,827,058	TotalAmt
Program Services	$1,387,807	ProgramServicesAmt
Management And General	$333,363	ManagementAndGeneralAmt
Fundraising	$105,888	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$12,990,823	TotalAmt
Program Services	$12,990,823	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$172,764	TotalAmt
Program Services	$28,477	ProgramServicesAmt
Management And General	$144,287	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$127,138	TotalAmt
Program Services	$208	ProgramServicesAmt
Management And General	$126,930	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$31,064	TotalAmt
Management And General	$31,064	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,418,049	TotalAmt
Program Services	$5,023,220	ProgramServicesAmt
Management And General	$394,829	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$185,834	TotalAmt
Program Services	$174,925	ProgramServicesAmt
Management And General	$9,010	ManagementAndGeneralAmt
Fundraising	$1,899	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,566,637	TotalAmt
Program Services	$2,172,805	ProgramServicesAmt
Management And General	$2,200,391	ManagementAndGeneralAmt
Fundraising	$193,441	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,141,203	TotalAmt
Program Services	$673,108	ProgramServicesAmt
Management And General	$465,012	ManagementAndGeneralAmt
Fundraising	$3,083	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,723,410	TotalAmt
Program Services	$1,801,748	ProgramServicesAmt
Management And General	$847,507	ManagementAndGeneralAmt
Fundraising	$74,155	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$10,133,886	TotalAmt
Program Services	$9,587,768	ProgramServicesAmt
Management And General	$357,476	ManagementAndGeneralAmt
Fundraising	$188,642	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$483,602	TotalAmt
Program Services	$483,602	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,181,650	TotalAmt
Program Services	$2,027,423	ProgramServicesAmt
Management And General	$154,227	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,742,316	TotalAmt
Management And General	$2,742,316	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$284,167	TotalAmt
Program Services	$4,967	ProgramServicesAmt
Management And General	$279,200	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM COSTS	$2,176,065	$2,176,065
PUBLICATIONS	$1,913,419	$1,739,699	$146,111	$27,609
AUDIO/VISUAL	$1,326,818	$1,126,169	$176,322	$24,327
BAD DEBT	$807,796	$609,347	$2,929	$195,520

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$222,757	TotalAmt
Program Services	$194,744	ProgramServicesAmt
Management And General	$11,423	ManagementAndGeneralAmt
Fundraising	$16,590	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$91,362,830	TotalAmt
Program Services	$72,204,354	ProgramServicesAmt
Management And General	$16,755,038	ManagementAndGeneralAmt
Fundraising	$2,403,438	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,476	BOYAmt
EOY	$2,523	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,250,292	BOYAmt
EOY	$15,933,981	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,854,378	BOYAmt
EOY	$43,373,779	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,922,553	BOYAmt
EOY	$3,062,934	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$115,860	BOYAmt
EOY	$100,074	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$709,031	BOYAmt
EOY	$1,255,976	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$93,595,842	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$41,969,985	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$52,883,750	BOYAmt
EOY	$51,625,857	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,882,527	BOYAmt
EOY	$9,845,055	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$85,115,047	BOYAmt
EOY	$106,896,418	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$101,472	BOYAmt
EOY	$109,496	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$220,838,386	BOYAmt
EOY	$232,206,093	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,716,997	BOYAmt
EOY	$6,445,740	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,072,246	BOYAmt
EOY	$725,376	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,722,579	BOYAmt
EOY	$5,571,367	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,825,361	BOYAmt
EOY	$4,052,343	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,337,183	BOYAmt
EOY	$16,794,826	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,941,397	BOYAmt
EOY	$83,804,671	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$75,756,841	BOYAmt
EOY	$81,654,997	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,802,965	BOYAmt
EOY	$49,951,599	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$206,501,203	BOYAmt
EOY	$215,411,267	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$220,838,386	BOYAmt
EOY	$232,206,093	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,101,387	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,808,677	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,000,000	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	$49,443,174	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$49,664,114	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$71,686,768	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,204,184	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,633,372	CurrentTaxYearAmt
Total	$307,631,612	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$49,443,174	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$49,664,114	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$71,686,768	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,204,184	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,633,372	CurrentTaxYearAmt
Total	$307,631,612	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$29,813,414	SubstantialContributorsTotAmt
Public Support Total170	$277,818,198	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$769,891	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$479,603	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$347,151	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$334,358	CurrentTaxYearMinus1YearAmt
Current Tax Year	$133,656	CurrentTaxYearAmt
Total	$2,064,659	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$235,057	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$402,809	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$485,061	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$398,612	CurrentTaxYearMinus1YearAmt
Current Tax Year	$190,216	CurrentTaxYearAmt
Total	$1,711,755	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$311,408,026	TotalSupportAmt
Gross Receipts Rltd Activities	$74,150,036	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.89210	PublicSupportCY170Pct
Public Support PY170	0.88900	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 - 2010 AMOUNT: $ 235,057. 2011 AMOUNT: $ 402,809. 2012 AMOUNT: $ 485,061. 2013 AMOUNT: $ 398,612. 2014 AMOUNT: $ 190,216.	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	$150,004	RevenuesIncludedAmt
Assets Included	$775,706	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$37,422,020	BeginningYearBalanceAmt
Contributions	$4,218,614	ContributionsAmt
Investment Earnings Or Losses	$3,375,615	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,533,038	OtherExpendituresAmt
End Year Balance	$43,483,211	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.26040	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.62280	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.11680	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	$66,978,566	OtherCostOrOtherBasisAmt
Depreciation	$29,365,248	DepreciationAmt
Book Value	$37,613,318	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$915,556	OtherCostOrOtherBasisAmt
Depreciation	$252,447	DepreciationAmt
Book Value	$663,109	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,339,283	OtherCostOrOtherBasisAmt
Depreciation	$4,658,379	DepreciationAmt
Book Value	-$319,096	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,734,773	OtherCostOrOtherBasisAmt
Depreciation	$7,693,911	DepreciationAmt
Book Value	$3,040,862	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$51,625,857	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT CONTRACT	$526,768	F
LIMITED PARTNERSHIPS	$106,369,650	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$106,896,418	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
CAPITAL LEASE OBLIGATIONS	$92,616
DEFERRED COMPENSATION	$3,268,310
DEFERRED RENT AND LEASE INCENTIVE	$691,417

Field	Value	IRS element (for citing)
Total Liability	$4,052,343	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$102,094,242	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,808,677	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$114,309	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$4,922,986	RevenueNotReportedAmt
Revenue Subtotal	$97,171,256	RevenueSubtotalAmt
Investment Expenses Not Incld	$31,064	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$738,103	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$707,039	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$96,464,217	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$92,184,178	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$114,309	DonatedServicesUseFcltsAmt
Expenses Not Reported	$114,309	ExpensesNotReportedAmt
Expenses Subtotal	$92,069,869	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$31,064	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$738,103	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$707,039	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$91,362,830	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 5:	ASPEN CONTINUES TO COMPLY WITH TERMS OF CONTRACT GOVERNING THE CONSERVATION EASEMENT HELD, WHICH INCLUDES PROTECTION OF NATURAL HABITAT.
PART II, LINE 9:	ASPEN 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, 2014, 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:	SPECIAL EVENT EXPENSES -675,226. RENTAL EXPENSES -62,877.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES -675,226. RENTAL EXPENSES -62,877.

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.	$16,397
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$88,799
EUROPE (INCLUDING ICELAND & GREENLAND) -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$396,521
MIDDLE EAST AND NORTH AFRICA -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$317,724
NORTH AMERICA - CANADA AND MEXICO, BUT	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$254,593
SOUTH AMERICA - ARGENTINA, BOLIVIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$163,124
SOUTH ASIA - AFGHANISTAN, BANGLADESH,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$552,321
SUB-SAHARAN AFRICA - ANGOLA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$357,245

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	$2,146,724	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$2,146,724	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SUB-SAHARAN AFRICA	NON PROFIT - EMPOWER AFRICAN WOMEN ENTREPRENEURS THROUGH PRACTICAL AND ACCESSIBLE LEARNING AND DEVELOPMENT	$50,000	WIRE TRANSFER
SOUTH AMERICA	SUPPORT CHAPTER OPERATIONS	$5,000	WIRE TRANSFER
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	MCNULTY PRIZE AWARD	$50,000	WIRE TRANSFER
SOUTH ASIA	SUPPORT THE CONVENING OF THE PLANNED IN PERSON DIALOGUE MEETING IN WASHINGTON DC.	$62,740	WIRE TRANSFER
SUB-SAHARAN AFRICA	SUPPORT CHAPTER OPERATIONS	$7,500	WIRE TRANSFER
SOUTH ASIA	SUPPORT CHAPTER OPERATIONS	$7,500	WIRE TRANSFER
SOUTH ASIA	WEB BASED TOOL TO ENABLE WOMEN BASED SGBS IMPROVE LOAN APPROVAL RATES	$50,000	WIRE TRANSFER

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	6	TotalOtherOrgCnt
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

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 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.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL DINNER	Event1Nm
Gross Receipts Event1	$1,433,212	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,326,512	CharitableContriEvent1Amt
Gross Revenue Event1	$106,700	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$6,120	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$149,670	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$246,631	OtherDirectExpensesEvent1Amt
Event2	SUMMER BENEFIT DINNER	Event2Nm
Gross Receipts Event2	$502,939	GrossReceiptsEvent2Amt
Charitable Contri Event2	$438,939	CharitableContriEvent2Amt
Gross Revenue Event2	$64,000	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$1,453	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$2,578	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$96,819	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$527,189	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$461,539	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$65,650	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$4,632	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$6,318	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$161,005	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,463,340	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,226,990	CharitableContributionsTotAmt
Gross Revenue Total Events	$236,350	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$12,205	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$158,566	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$504,455	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$675,226	DirectExpenseSummaryEventsAmt
Net Income Summary	-$438,876	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ABRIENDO PUERTASTIDES CENTER
1014 TORNEY AVENUE	SAN FRANCISCO	CA	94129	943213100	501(C)(3)	$50,000	DEVELOP AND LAUNCH A FREE BILINGUAL MOBILE APP TO SCALE CURRICULUM TO REACH MORE FAMILIES AND STRENGTHENING EDUCATIONAL OUTCOMES
ACUMEN FUND
76 NINETH AVENUE SUITE 315	NEW YORK	NY	10011	134166228	501(C)(3)	$225,720	TESTING MOBILE PHONES AND SHORT FORM SURVEYING IN ORDER TO PROVE AND IMPROVE IMPACT
ALLIANCE FOR CHILDREN'S RIGHTS
3333 WILSHIRE BOULEVARD SUITE 550	LOS ANGELES	CA	90010	954358213	501(C)(3)	$150,000	BUILD A CROSS SECTOR COLLABORATIVE BASED ON A THREE TIER GOVERNANCE MODEL
AVANCE INC
118 N MEDINA	SAN ANTONIO	TX	78207	741769114	501(C)(3)	$50,000	CONVENE A TASK FORCE TO MAKE RECOMMENDATIONS FOR STANDARDIZING THE PROCESS FOR SERVICE DELIVERY PROGRAMS
BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREET	BOSTON	MA	02109	042676661	501(C)(3)	$150,000	INFORM GUBERNATORIAL DEBATES AND SUBMIT POLICY PROPOSALS TO THE NEW GOVERNOR'S TRANSITION TEAM ON OPPORTUNITY YOUTH
CAPITAL WORKFORCE PARTNERS
ONE UNION PLACE	HARTFORD	CT	06103	061013293	501(C)(3)	$150,000	DEVELOP CURRICULUM FOR YOUTH LEADERSHIP WITH A FOCUS ON ADVOCACY
CASA DE MARYLAND
8151 15TH AVENUE	LANGLEY PARK	MD	20783	521372972	501(C)(3)	$50,000	TO IMPLEMENT LEARNING TOGETHER, A TWO-GENERATION, PLACE BASED PARENT ENGAGEMENT INITIATIVE TO FOSTER CHILDREN'S LITERACY
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOOR	WASHINGTON	DC	20016	300126510	501(C)(3)	$25,000	SERVE AS CO-CHAIR AND WORK IN PREPARATION FOR AN IN PERSON MEETING IN NEW DEHLI
CENTER FOR HEALTH POLICY DEVELOPMENT
10 FREE STREET	PORTLAND	ME	04101	521576801	501(C)(3)	$24,940	EXPLORE THE HEALTH AND WELL-BEING COMPONENT OF THE TWO-GENERATION FRAMEWORK AND OPPORTUNITIES WITHIN THE FEDERAL HEALTH POLICY THAT TARGET FAMILIES IN POVERTY
CENTER FOR RURAL ENTREPRENEURSHIP
421 SOUTH 9TH STREET SUITE 245	LINCOLN	NE	68508	263114011	501(C)(3)	$78,973	STRATEGIC PLANNING
NATIONAL CENTER FOR SCIENCE EDUCATION
420 40TH STREET SUITE 2	OAKLAND	CA	94609	112656357	501(C)(3)	$10,000	CO-SPONSORSHIP OF SOCAP WELCOME RECEPTIONSW
CHILDREN'S UNITY DEFENSE FUND OF SRO
25 E STREET NW	WASHINGTON	DC	20001	520895622	501(C)(3)	$50,000	DEVELOP A TWO GENERATION PILOT PROJECT TO SUPPORT 25 AFRICAN AMERICAN SINGLE MOTHERS AND THEIR CHILDREN THROUGH ACCESS TO EDUCATION
CIVIC CONSULTING ALLIANCE
21 S CLARK STREET SUITE 4301	CHICAGO	IL	60603	450467524	501(C)(3)	$150,000	DEVELOP THE HIGH SCHOOL GRADUATION CHANGE NETWORK
COMMUNITY ACTION PROJECT OF TULSA
4606 S GARNETT SUITE 100	TULSA	OK	74146	731019247	501(C)(3)	$50,000	DEVELOP NEW PROGRAMMING FOR PARENTS
COUNCIL OF LA RAZA
1126 16TH STREET NW SUITE 600	WASHINGTON	DC	20036	806212873	501(C)(3)	$50,000	IDENTIFY QUALITY STANDARDS FOR TWO-GENERATION PROGRAMS SERVING IMMIGRANT LATINO PARENTS AND THEIR CHILDREN
CRITTENTON WOMEN'S UNION INC
ONE WASHINGTON MALL FLOOR 3	BOSTON	MA	02108	042104046	501(C)(3)	$50,000	DEVELOP AN INTERGENERATIONAL ECONOMIC MOBILITY DEMONSTRATION PROJECT
DENVER PUBLIC SCHOOLS
900 GRANT STREET SUITE 503	DENVER	CO	80203	841224325	501(C)(3)	$65,540	IMPLEMENTING THE ASPEN CHALLENGE
DETROIT EMPLOYMENT SOLUTIONS CORPORATION
707 W MILWAUKEE	DETROIT	MI	48202	383353746	501(C)(3)	$100,000	EXPAND MEMBERSHIP AND INCLUDE MORE EMPLOYERS IN THE TARGET INDUSTRY SECTORS
EMPLOYINDY
115 W WASHINGTON STREET SUITE 240	INDIANAPOLIS	IN	46204	351569069	501(C)(3)	$30,000	PROMOTE EMPLOYINDY'S NEW "DEMAND DRIVEN" BUSINESS PRACTICES WITH AREA EMPLOYERS
ENDICOTT COLLEGE
19 TEMPLE PLACE 5TH FLOOR	BOSTON	MA	02111	042103567	501(C)(3)	$50,000	IMPLEMENT A PILOT PROGRAM WITH A COHORT OF 12-15 STUDENTS TO PROVIDE POSTSECONDARY COURSEWORK FOR FAMILIES SERVED BY HEAD START
EUGENIO MARIA DE HOSTOS COMMUNITY COLLEGE FOUNDATION
HOSTOS COMMUNITY COLLEGE 500 GRAND	BRONX	NY	10451	133116643	501(C)(3)	$50,000	IMPLEMENT A PILOT TWO GENERATION PROGRAM TARGETING LOW INCOME STUDENT-PARENTS TO ACCELERATE POSTSECONDARY DEGREE COMPLETION	CONCOURSE
FOCUS HOPE
1355 OAKMAN BOULEVARD	DETRIOT	MI	48238	381948285	501(C)(3)	$35,145	LAUNCH A PARENT LEARNING EXCHANGE
THE FORUM FOR YOUTH INVESTMENT
7064 EASTERN AVENUE	WASHINGTON	DC	20012	522242472	501(C)(3)	$10,000	COORDINATING EFFORTS TO SUPPORT THE OYN'S WORK RELATED TO FIELD BUILDING FOR OPPORTUNITY YOUTH
FSG INC
500 BOYLSTON STREET SUITE 600	BOSTON	MA	02116	202776974	501(C)(3)	$50,000	EVALUATE OYIF COMMUNITIES
FUSION PARTNERSHIPS INC
1601 GUILFORD AVENUE 2 SOUTH	BALTIMORE	MD	21202	522148413	501(C)(3)	$158,547	ESTABLISH RELATIONSHIPS WITH AT LEAST 15 SKILLS TRAINING INDUSTRIES
GARRETT COUNTY COMMUNITY ACTION COMMITTEE INC
104 EAST CENTER STREET	OAKLAND	CA	21550	520820662	501(C)(3)	$16,650	COORDINATING A SITE VISIT
GREATER NEW ORLEANS AFTERSCHOOL PARTNERSHIP
1618 ST CHARLES AVENUE	NEW ORLEANS	LA	70130	261272143	501(C)(3)	$150,000	CREATE A YOUTH ADVISORY COUNCIL
HUMBOLDT AREA FOUNDATION
363 INDIANOLA ROAD	BAYSIDE	CA	95524	237310660	501(C)(3)	$112,500	ENCOURAGE TRIBES TO PARTICIPATE IN WORKING GROUPS ALONG WITH SCHOOL LEADERSHIP
IDEOORG
444 SPEAR STREET SUITE 213	SAN FRANCISCO	CA	94105	273755556	501(C)(3)	$50,000	DEVELOP AN ADVANCED TOOL FOR SCIENCE AND TECH INVENTION SGBS TO BECOME MORE CUSTOMER CENTERED
JOBS FOR THE FUTURE
88 BROAD STREET 8TH FLOOR	BOSTON	MA	02110	061164568	501(C)(3)	$367,300	ORGANIZE AND CO-LEAD CONVENINGS
JOBS FIRST NYC
11 PARK PLACE SUITE 1602	NEW YORK	NY	10007	412242653	501(C)(3)	$150,000	IDENTIFY AND MAKE PROGRESS TOWARDS CRITICAL POLICY WINS TO COLLECTIVE IMPACT YOUTH
LA VALLEY COLLEGE
5800 FULTON AVENUE	GLEN VALLEY	CA	91401	237349231	501(C)(3)	$50,000	REPLICATING A FAMILY RESOURCE CENTER ON A MINIMUM OF TWO OTHER COMMUNITY COLLEGES
LOCAL INITIATIVES SUPPORT CORPORATION
501 SEVENTH AVENUE 7TH FLOOR	NEW YORK	NY	10018	133030229	501(C)(3)	$50,000	FUNCTIONING COMMITTEE STRUCTURE WILL BE WORKING ACROSS THE COLLABORATIVE PRIORITIES, PATHWAYS, DATA/IMPACT ASSESSMENT, POLICY FUNDING AND YOUTH LEADERSHIP
MISSION EDGE SAN DIEGO INC
PO BOX 12319	SAN DIEGO	CA	92112	272938491	501(C)(3)	$150,000	MAINTAIN INVOLVEMENT OF KEY SYSTEMS COLLABORATIVE PARTNERS
NATIONAL HEAD START
PO BOX 7594000	BALTIMORE	MD	21275	521282065	501(C)(3)	$25,000	CONVENE A TASK FORCE TO MAKE RECOMMENDATIONS FOR STANDARDIZING THE PROCESS FOR SERVICE DELIVERY PROGRAMS
NATIONAL HUMAN SERVICES ASSEMBLY
1101 14TH STREET SUITE 600	WASHINGTON	DC	20005	131624112	501(C)(3)	$50,000	INCREASE THE USE OF TWO GENERATION APPROACHES BY INDIVIDUAL PROGRAMS AND POLICY RECOMMENDATIONS THAT COULD INCREASE SUPPORT
NATIONAL STUDENT CLEARINGHOUSE
2300 DULLES STATION BOULEVARD SUITE	HERNDON	VA	20171	521836384	501(C)(3)	$127,908	FOSTER WITHIN HIGHER EDUCATION INSTITUTIONS AND SYSTEMS NATIONALLY THE ADOPTION OF TRANSFER PATHWAYS	300
NON PROFIT & SELF-SUSTAINABILITY TEAM
5917 JORDAN AVENUE	EL CERRITO	CA	94530	522018791	501(C)(3)	$50,000	DEVELOP A TALENT ASSESSMENT TOOL FOR INVENTION-BASED SMALL AND GROWING BUSINESSES SERVING POOR COMMUNITIES
OMG CENTER FOR COLLABERATIVE LEARNING
1528 WALNUT STREET SUITE 805	PHILADELPHIA	PA	19102	232694572	501(C)(3)	$109,797	EVALUATE OYIF COMMUNITIES
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA	SAN JOSE	CA	95126	941583439	501(C)(3)	$150,000	ESTABLISGH A JOB DEVELOPMENT MESSAGE THAT ALL OPPORTUNITY YOUTH WORKFORCE PROVIDERS USE WITH EMPLOIYERS
PRESIDENT & FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 2ND FLOOR	CAMBRIDGE	MA	02138	042103580	501(C)(3)	$50,000	LAUNCH A PARENT LEARNING EXCHANGE	FLOOR
ROSE COMMUNITY FOUNDATION
600 SOUTH CHERRY STREET SUITE 1200	DENVER	CO	80246	840920862	501(C)(3)	$150,000	ESTABLISH A STRATEGIC PLAN FOR PARTNERING WITH EMPLOYERS
SKILLS FOR CHICAGOLAND
191 NORTH WACKER DRIVE SUITE 1150	CHICAGO	IL	60606	451287418	501(C)(3)	$29,000	DEVELOP AN ONLINE "PLAYBOOK" OF KEY COLLATERAL, AGREEMENTS AND DOCUMENTS THAT CAPTURE CORE PRINCIPLES AND THEORY OF CHANGE BEHIND SCF'S EMPLOYER DRIVEN INTERMEDIARY MODEL
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH STREET BOX 151	NEW YORK	NY	10027	131624202	501(C)(3)	$380,315	FOSTER WITHIN HIGHER EDUCATION INSTITUTIONS AND SYSTEMS NATIONALLY THE ADOPTION OF TRANSFER PATHWAYS
THE BELL POLICY CENTER
1905 SHERMAN STREET SUITE 900	DENVER	CO	80203	841550841	501(C)(3)	$25,000	ADVANCE TWO GENERATION POLICY SOLUTIONS IN COLORADO IN SEVERAL KEY AREAS
THE HOPI FOUNDATION
PO BOX 301	KYKOTSMOVI	AZ	86039	742488628	501(C)(3)	$115,000	DEVELOPMENT A STRATEGIC OUTCOME BASED PATHWAY DEVELOPMENT PLAN FOR OPPORTUNITY YOUTH
THE MANAUS FUND
PO BOX 2026	CARBONDALE	CO	81623	207210588	501(C)(3)	$50,000	EVALUATE, COORDINATE, AND IMPROVE THE REPORTING OF RESULTS OF THE PARENT MENTOR PROGRAM
THE NATIONAL FLORENCE CRITTENTON MISSION
1750 SW HARBOR WAY SUITE 450	PORTLAND	OR	97201	540505932	501(C)(3)	$15,000	DEVELOP AND DISSEMINATE A TOOLKIT FOR SERVICE PROVIDERS, ADVOCATES, AND POLICYMAKERS
THE TRUSTEES OF COLUMBIA UNIVERSITY
615 WEST 131ST STREET 3RD FLOOR	NEW YORK	NY	10027	135598093	501(C)(3)	$50,000	CREATE A RESEARCH BASED PROGRAM MODEL, TOOL SET AND KNOWLEDGE BASE THAT WILL ENABLE THE PILOT OF A COLLECTIVE IMPACT, TWO GENERATION STRATEGY BY A NETWORK OF ORGS FOCUSED ON EDUCATIONAL ACCESS FOR FORMERLY INCARCERATED ADULTS
THE UNIVERSITY OF CHICAGO
6045 KENWOOD 3RD FLOOR	CHICAGO	IL	60637	362177139	501(C)(3)	$50,000	TO PILOT A CURRICULUM FOR PARENTS
UNITED WAY OF GREATER AUSTIN
2000 E MARTIN LUTHER KING JR	AUSTIN	TX	78702	741193439	501(C)(3)	$25,000	TRAINING PROGRAMS FOR PARENTS WITH COMMUNITY BASED EARLY EDUCATION SERVICES FOR CHILDREN	BOULEVARD
UNITED WAY OF GREATER CINCINNATI
2400 READING ROAD	CINCINNATI	OH	45202	310537502	501(C)(3)	$25,000	DEVELOP A TWO GENERATION PROGRAM FOR THE TRI-STATE PARTNERS FOR COMPETITIVE WORKFORCE PROGRAM
UNITED WAY OF METROPOLITAN ATLANTA
PO BOX 2692	ATLANTA	GA	30301	580566194	501(C)(3)	$150,000	ESTABLISH THE YOUTH SERVICE COLLABORATIVE
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA
330 N COMMERCE PARK LOOP SUITE 200	TUCSON	AZ	85745	860098932	501(C)(3)	$150,000	CREATE MARKETING MATERIAL TO USE IN SOLICITAITON OF EMPLOYERS
UNIVERSITY OF SOUTHERN MAINE
96 FALMOUTH STREET	PORTLAND	ME	04104	016000769	501(C)(3)	$150,000	DEVELOP A COLLABORATIVE THAT INCLUDES REPRESENTATION FROM EMPLOYER SECTORS AND POST SECONDARY EDUCATION
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159	AUSTIN	TX	78713	746000203	501(C)(3)	$90,000	TRAINING PROGRAMS FOR PARENTS WITH COMMUNITY BASED EARLY EDUCATION SERVICES FOR CHILDREN
URBAN STRATEGIES COUNCIL
1720 BROADWAY AVENUE FLOOR 2	OAKLAND	CA	94612	943044453	501(C)(3)	$150,000	DATA MATCHING AND ANALYSIS FOR TARGET POPULATIONS AND DEVELOP PROCEDURES FOR UPDATING DATA ANNUALLY
UTAH CHILDREN
747 E SOUTH TEMPLE SUITE 100	SALT LAKE CITY	UT	84102	870428873	501(C)(3)	$50,000	DOCUMENT THE RESULTS AND PROCESS OF UTAH'S INTERGENERATIONAL POVERTY INITIATIVE
WASHINGTON STATE BUDGET & POLICY CENTER
1402 THIRD AVENUE SUITE 1215	SEATTLE	WA	98101	721612983	501(C)(3)	$75,000	REFORM THE STATE'S TEMPORARY ASSISTANCE FOR NEEDY FAMILIES PROGRAM
WOMENS FOUNDATION OF MISSISSIPPI
120 NORTH CONGRESS STREET SUITE 903	JACKSON	MS	39201	264419982	501(C)(3)	$25,000	DEVELOP AND IMPLEMENT A TWO GENERATION APPROACH AT TWO MISSISSIPPI COMMUNITY COLLEGES	903
WOMENS FUND OF GREAT BIRMINGHAM
2201 5TH AVENUE SOUTH SUITE 110	BIRMINGHAM	AL	35233	450952468	501(C)(3)	$50,000	IMPLEMENT A PILOT PROGRAM CALLED "TECH SUPPORT: PRESCRIPTION FOR SUCCESS"
WORKFORCE SOLUTIONS CAPITAL AREA WORKFORCE BOARD
6505 AIRPORT BLVD SUITE 101E	AUSTIN	TX	78752	742327454	501(C)(3)	$150,000	SUPPPORT AND DEVELOPMENT THE YOUTH ENPOWERMENT PROJECT
WORLD AFFAIRS COUNTIL OF NORTHERN CALIFORNIA
213 SUTTER STREET SUITE 200	SAN FRANCISCO	CA	94108	941156356	501(C)(3)	$60,000	DESIGN, PLAN AND EXECUTE THE 2014 ANNUAL MEETING AND SUPPORTING MEETINGS TAKING PLACE IN 2014 AND 2015

Field	Value	IRS element (for citing)
Total501c3 Org	63	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
STIPENDS	52	$60,750
SCHOLARSHIPS & AWARDS	38	$85,404
HONORARIUM	24	$84,798

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	$804,640	$0	$0	$0	$3,861	$0	$39,000	$0	$32,075	$0	$879,576	$0	$0	$0
ELLIOT GERSON
EXECUTIVE VP	$347,497	$0	$0	$0	$3,861	$0	$39,000	$0	$32,075	$0	$422,433	$0	$0	$0
AMY MARGERUM
EXEC. VP/CORPORATE S.	$349,849	$0	$0	$0	$3,373	$0	$39,000	$0	$22,131	$0	$414,353	$0	$0	$0
PETER REILING
EXECUTIVE VP	$348,797	$0	$0	$0	$2,516	$0	$39,000	$0	$32,056	$0	$422,369	$0	$0	$0
DOLORES GORGONE
CHIEF FINANCIAL OFFICER	$293,934	$0	$0	$0	$3,861	$0	$39,000	$0	$3,324	$0	$340,119	$0	$0	$0
DAN GLICKMAN
EXECUTIVE DIRECTOR-CONGRES	$309,000	$0	$0	$0	$10,249	$0	$29,800	$0	$3,560	$0	$352,609	$0	$0	$0
CHARLIE FIRESTONE
EXEC. DIR. C&S	$310,337	$0	$0	$0	$8,318	$0	$39,000	$0	$22,131	$0	$379,786	$0	$0	$0
MICKEY EDWARDS
DIR. RODEL	$293,132	$0	$0	$0	$12,051	$0	$39,000	$0	$11,776	$0	$355,959	$0	$0	$0
STACE LINDSAY
DIRECTOR	$272,208	$0	$0	$0	$776	$0	$0	$0	$29,392	$0	$302,376	$0	$0	$0
MARGARET CLARK
VICE PRES. POLICY PROGRAMS	$259,990	$0	$0	$0	$2,516	$0	$39,000	$0	$22,079	$0	$323,585	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	OCCASIONALLY, THE INSTITUTE COVERS PREMIUM CLASS TRAVEL FOR STAFF. THE INSTITUTE FOLLOWS THE FOLLOWING FEDERAL TRAVEL REGULATIONS WHEN PROVIDING PREMIUM CLASS TRAVEL. EXCEPTIONS FOR PREMIUM CLASS TRAVEL: 1) TRAVEL BY AN EMPLOYEE WITH A DISABILITY OR SPECIAL NEED. A. THE EMPLOYEE'S CONDITION MUST BE SUBSTANTIATED IN WRITING BY A COMPETENT MEDICAL AUTHORITY. 2) REASONABLY AVAILABLE. A. REGULARLY SCHEDULED FLIGHTS BETWEEN THE AUTHORIZED ORIGIN AND DESTINATION POINTS DURING THE PERIOD REQUIRED TO TRAVEL ONLY INCLUDE PREMIUM CLASS FLIGHTS OR THERE IS NO SPACE AVAILABLE IN COACH CLASS. 3) MISSION RELATED. A. IF THERE IS A VALID MISSION RELATED REASON THEN PREMIUM CLASS IS ALLOWABLE. 4) INADEQUATE SANITATION. A. PREMIUM CLASS MAY BE AUTHORIZED WHEN COACH CLASS ON A FOREIGN CARRIER DOES NOT PROVIDE ADEQUATE SANITATION OR HEALTH STANDARDS. 5) OVERALL COST SAVINGS. A. IF THERE IS AN OVERALL SAVINGS TO THE ORGANIZATION BY AVOIDING ADDITIONAL SUBSISTENCE COSTS, OVERTIME, LOSS OF PRODUCTIVITY THAT WOULD BE INCURRED WAITING FOR COACH CLASS AVAILABILITY. 6) TRAVEL IN EXCESS OF 14 HOURS. A. SCHEDULED FLIGHT TIME BETWEEN AUTHORIZED ORIGIN AND DESTINATION AND ONE OF THESE POINTS IS OUTSIDE THE CONTINENTAL US IS IN EXCESS OF 14 HOURS.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$150,004	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,856	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	27	ContributionCnt
Noncash Contributions Rpt F990	$3,766,216	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$27,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$5,381	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	FLOWERS	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$465	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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 IN WHICH INFORMATION IS OBTAINED FROM INSTITUTE'S STAFF. ONCE THE INITIAL DRAFT IS PREPARED IT IS REVIEWED BY SR. FINANCE/ACCOUNTING AND COMMUNICATIONS 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 CFO AND DIRECTOR OF ACCOUNTING. 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	THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE INSTITUTE'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OF THE INSTITUTE, DIRECTOR, OR TRUSTEE. THE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN A DISCLOSURE WHEN THEY BECOME TRUSTEES AND ANNUALLY WHILE THEY SERVE. THEY ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST; AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE INSTITUTE UTILIZES AN EXTERNAL CONSULTANT TO REVIEW ALL SALARIES OF THE INSTITUTE INCLUDING TOP MANAGEMENT OFFICIALS. THE CONSULTANT PERFORMS MARKET COMPARISONS WITHIN OUR PEER ORGANIZATIONS AND MAKES RECOMMENDATIONS ON SALARY LEVELS FOR POSITIONS. THE SALARY LEVELS ARE BASED ON PERCENTAGES OF THE PEER ORGANIZATIONS. THE INSTITUTE STRIVES TO STAY AT THE 50% LEVEL OF OUR COMPARATIVE ORGANIZATIONS. THE CEO AND OTHER OFFICERS SALARIES ARE REVIEWED BY THIS CONSULTANT AND THEN PRESENTED TO THE COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE. THE SALARIES ARE VETTED IN THIS SUB-COMMITTEE AND A RECOMMENDATION IS MADE TO THE FULL BOARD FOR APPROVAL IN THE EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FEDERAL FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC ON THE INSTITUTE'S WEBSITE.
FORM 990, PART XI, LINE 9:	LOSS ON UNCOLLECTIBLE PLEDGE -1,000,000.