Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
THE ASPEN INSTITUTE INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2300 N STREET NW 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20037
D Employer identification number

84-0399006
E Telephone number

G Gross receipts $ 666,645,462
F Name and address of principal officer:
DANIEL R PORTERFIELD
2300 N STREET NW 700
WASHINGTON,DC20037
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.ASPENINSTITUTE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1949
M State of legal domicile: CO
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ASPEN INSTITUTE IGNITES HUMAN POTENTIAL TO BUILD UNDERSTANDING AND CREATE NEW POSSIBILITIES FOR A BETTER WORLD. WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES OF OUR TIME IN SERVICE OF A MORE FREE, JUST, AND EQUITABLE SOCIETY. WE DO THIS BY FACILITATING DIALOGUE AND CURATING CONVENINGS, DEVELOPING LEADERS AND LEADERSHIP, AND ENABLING SOLUTIONS.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 66
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 65
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 754
6 Total number of volunteers (estimate if necessary) ............. 6 250
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,577,138
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 177,730,506 381,262,788
9 Program service revenue (Part VIII, line 2g) ......... 50,424,580 48,218,970
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,688,283 10,415,724
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 265,966 3,943,702
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 232,109,335 443,841,184
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 34,469,867 36,475,484
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 87,773,418 93,571,415
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 5,021,949    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 103,495,390 104,217,279
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 225,738,675 234,264,178
19 Revenue less expenses. Subtract line 18 from line 12....... 6,370,660 209,577,006
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 519,114,037 756,622,679
21 Total liabilities (Part X, line 26)............. 110,887,866 109,549,561
22 Net assets or fund balances. Subtract line 21 from line 20..... 408,226,171 647,073,118
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE SOCIETY'S GREATEST CHALLENGES.THE ASPEN INSTITUTE IGNITES HUMAN POTENTIAL TO BUILD UNDERSTANDING AND CREATE NEW POSSIBILITIES FOR A BETTER WORLD. WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES OF OUR TIME IN SERVICE OF A MORE FREE, JUST, AND EQUITABLE SOCIETY. WE DO SO BY CONVENING A BROAD SPECTRUM OF PEOPLE, WITH A FOCUS ON DIALOGUE, COMMUNITY BUILDING, AND CREATIVE COLLABORATION; CREATING TRANSFORMATIONAL EXPERIENCES THAT ENABLE DIVERSE LEADERS TO DISCOVER AND REFINE THEIR APPROACHES; AND ENABLING POWERFUL, PRACTICAL, AND APPLICABLE SOLUTIONS THAT ACCELERATE PROGRESS, EMPHASIZING CO-CREATION AND PARTNERSHIP. THE ASPEN INSTITUTE IS HEADQUARTERED IN WASHINGTON, DC, AND HAS A CAMPUS IN ASPEN, COLORADO, AS WELL AS AN INTERNATIONAL NETWORK OF PARTNERS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 128,808,237 including grants of $ 33,275,712 ) (Revenue $ 22,120,144 )
POLICY PROGRAMS: THE ASPEN INSTITUTE'S POLICY PROGRAMS EXPLORE AND IDENTIFY SOLUTIONS FOR PROBLEMS RANGING FROM ECONOMIC DISTRESS TO EDUCATIONAL OPPORTUNITY, FROM CLIMATE CHANGE TO RACIAL DISPARITIES, IN AN EFFORT TO INFLUENCE DECISION-MAKERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE THE BEST AND MOST INSPIRED PROPOSALS. OUR POLICY PROGRAMS RANGE IN SIZE FROM $100,000 TO $15 MILLION IN ANNUAL REVENUE AND EXPENSES.
4b (Code:   ) (Expenses $ 18,385,541 including grants of $   ) (Revenue $   )
CAMPUS ACTIVITIES: IN ADDITION TO ITS HEADQUARTERS IN WASHINGTON, DC, THE ASPEN INSTITUTE ALSO CONDUCTS MUCH OF ITS WORK ON ITS FOUNDING CAMPUS IN ASPEN, COLORADO, WHICH PROVIDES NATURAL BEAUTY AND QUIET SURROUNDINGS THAT ENCOURAGE THOUGHTFUL REFLECTION AND REFRESHES MIND, BODY AND SPIRIT. ONE OF OUR PROGRAMS THAT USE THE CAMPUS IS OUR ASPEN EXECUTIVE SEMINAR WHICH CHALLENGES INDIVIDUALS TO THINK MORE DEEPLY, LISTEN MORE ATTENTIVELY, AND REFINE THEIR ABILITY TO LEAD IN AN INCREASINGLY COMPLEX AND CONFLICTING WORLD. SEMINAR PARTICIPANTS ENGAGE IN CHALLENGING CONVERSATIONS ABOUT ENDURING QUESTIONS OF ETHICAL AND EFFECTIVE LEADERSHIP, GAINING A GREATER CAPACITY TO LEAD WITH COURAGE AND CONVICTION.
4c (Code:   ) (Expenses $ 11,485,163 including grants of $   ) (Revenue $ 10,207,348 )
PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAMS ARE DESIGNED TO FREELY DISSEMINATE THE ORGANIZATION'S IDEAS AND TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO CONVENE INCLUSIVELY AND ENGAGE IN THOUGHTFUL, NONPARTISAN DIALOGUE. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, ASPEN IDEAS HEALTH, THE ASPEN SECURITY FORUM, CITY LAB AND ASPEN WORDS. THESE AND OUR OTHER PUBLIC FORUMS ENGAGE OVER 15,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.
(Code:   ) (Expenses $ 5,172,999 including grants of $ 172,098 ) (Revenue $ 23,064 )
THE CENTER FOR RISING GENERATIONS IS DEDICATED TO ENSURING THAT CIVIL DIALOGUE, CIVIC ENGAGEMENT, AND LEADERSHIP DEVELOPMENT BECOME A PREDICTABLE PART OF THE JOURNEY TO ADULTHOOD IN OUR SOCIETY AND AROUND THE WORLD. THE CENTER FOR RISING GENERATIONS:- WORKS TO EXPAND OPPORTUNITIES FOR, AND ELEVATE THE VOICES OF, YOUTH & YOUNG ADULTS AT THE ASPEN INSTITUTE,- CREATES OPPORTUNITIES TO CONVENE AND BUILD COMMUNITY BEYOND ASPEN,- ENCOURAGES INNOVATION THAT HELPS EMPHASIZE THE ASSETS THAT YOUNG PEOPLE BRING TO HELP ADDRESS TODAY'S CHALLENGES.
(Code:   ) (Expenses $ 21,647,174 including grants of $ 3,027,674 ) (Revenue $ 3,854,546 )
OTHER RESTRICTED PROGRAMS, ASPEN GLOBAL LEADERSHIP NETWORK AND INNOVATION FUNDS, AND SEMINARS
4d Other program services (Describe in Schedule O.)
(Expenses $ 26,820,173 including grants of $ 3,199,772 ) (Revenue $ 3,877,610 )
4e Total program service expenses185,499,114
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,064
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
754
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
66
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
65
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
AL , AK , AZ , AR , CA , CO , CT , FL , GA , IL , KS , KY , ME , MD , MA , MI , MN , MS , MO , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
ASPEN INSTITUTEJENNIFER JONES2300 N STREET NW 700   WASHINGTON,DC20037 (202) 736-5800
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DANIEL R PORTERFIELD......................................................................
PRESIDENT & CEO
 40.00
.................
  		X   X       802,875 0 108,695
(2) MARGOT L PRITZKER......................................................................
CHAIR
 10.00
.................
  		X   X       0 0 0
(3) KATHARINE ALBRIGHT......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(4) JEFFREY S ARONIN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(5) ALEX M AZAR II......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(6) DONNA BARKSDALE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(7) MERCEDES BASS......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(8) MIGUEL MIKE BEZOS......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(9) LAWRENCE D BOBO......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(10) BETH BROOKE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(11) WILLIAM D BUDINGER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(12) WILLIAM BYNUM......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(13) TROY CARTER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(14) CESAR R CONDE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(15) PHYLLIS COULTER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(16) KATIE COURIC......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(17) LESTER CROWN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PAULA CROWN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(19) ANDREA CUNNINGHAM........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(20) KENNETH L DAVIS MD........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(21) L JOHN DOERR........................................................................
TRUSTEE - UNTIL 04/24
 1.00
.......................   		X           0 0 0
(22) THELMA DUGGIN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(23) ARNE DUNCAN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(24) MICHAEL D EISNER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(25) L BROOKS ENTWISTLE........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(26) ROGER W FERGUSON JR........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(27) ELIZABETH A FLEMING........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(28) HENRY LOUIS GATES JR........................................................................
TRUSTEE - UNTIL 04/24
 1.00
.......................   		X           0 0 0
(29) RUSSELL GOLDSMITH........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(30) ANTONIO GRACIAS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(31) PATRICK W GROSS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(32) ARJUN GUPTA........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(33) JANE HARMAN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(34) KAYA HENDERSON........................................................................
TRUSTEE - UNTIL 08/24
 1.00
.......................   		X           0 0 0
(35) MARK S HOPLAMAZIAN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(36) GERALD D HOSIER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(37) ROBERT J HURST........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(38) SONIA KAPADIA........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(39) MICHAEL KLEIN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(40) LAURA HELLER LAUDER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(41) LEONARD LAUDER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(42) KELI LEE........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(43) MELONY LEWIS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(44) J MICHAEL LUTTIG........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(45) JAMES M MANYIKA........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(46) CRAIG C MARTIN........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(47) WILLIAM E MAYER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(48) BONNIE PALMER MCCLOSKEY........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(49) ANNE WELSH MCNULTY........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(50) DIANE L MORRIS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(51) KARLHEINZ MUHR........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(52) CLARE MUNANA........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(53) JERRY MURDOCK........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(54) HER MAJESTY QUEEN NOOR........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(55) OLARA A OTUNNU........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(56) ASUTOSH PADHI........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(57) ELAINE PAGELS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(58) PERRI PELTZ........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(59) CARRIE WALTON PENNER........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(60) CARLA PINEYRO-SUBLETT........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(61) LYNDA R RESNICK........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(62) WILLIAM RESNICK........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(63) ANNA DEAVERE SMITH........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(64) ROBERT K STEEL........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(65) LAURIE M TISCH........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(66) CHRISTOPHER VARELAS........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(67) RODERICK K VON LIPSEY........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(68) VIN WEBER........................................................................
TRUSTEE - UNTIL 08/24
 1.00
.......................   		X           0 0 0
(69) JESSIE WOOLLEY-WILSON........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(70) ALICE YOUNG........................................................................
TRUSTEE
 1.00
.......................   		X           0 0 0
(71) ELLIOT GERSON........................................................................
EXECUTIVE VICE PRESIDENT
 40.00
.......................   		    X       498,051 0 87,302
(72) DAVID LANGSTAFF EVP........................................................................
UNTIL 11/24, SEN. ADV. TO PRES/CEO
 40.00
.......................   		    X       460,588 0 98,606
(73) ANDREW AXELROD........................................................................
EVP FINANCE & EBD, TREASURER
 40.00
.......................   		    X       463,970 0 65,249
(74) MARIA ACEBAL........................................................................
EVP STRATEGY & CORP SECRETARY
 40.00
.......................   		    X       352,833 0 58,847
(75) JAMES PICKUP........................................................................
GENERAL COUNSEL
 40.00
.......................   		    X       281,239 0 92,025
(76) KAYATANYA HENDERSON........................................................................
EVP, ED CENTER FOR RISING GENERATIONS
 40.00
.......................   		    X       145,011 0 6,670
(77) JAMES SPIEGELMAN........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................   		        X   378,027 0 104,283
(78) STEPHEN PATRICK........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................   		        X   372,292 0 109,247
(79) ANNE MOSLE........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................   		        X   375,269 0 106,037
(80) VIVIAN SCHILLER........................................................................
VP, EXECUTIVE DIRECTOR
 40.00
.......................   		        X   391,180 0 87,343
(81) SUZANNE BERGER........................................................................
VP, EXECUTIVE DIRECTOR
 40.00
.......................   		        X   414,422 0 26,560
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 4,935,757 0 950,864
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 254
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CLOUD FOR GOOD HOLDINGS INC

1854 A HENDERSONVILLE RD
ASHEVILLE,NC28803 		IT SERVICES 1,728,101
INMOBILIARIA HOTELERA EL PRESIDENTE SAN

AVENIDA EJERCITO NACIONAL MEXICANO
GRANADA    
MX 		CONFERENCE SERVICES 1,602,396
ITHAKA HARBORS

ONE LIBERTY PLAZA 165 BROADWAY
NEW YORK,NY10006 		ASPEN LEADERSHIP PROGRAM EVALUATION 1,444,394
MOUNTAIN VIEW STAGING SERVICES

545 WEST 1300 NORTH
SPRINGVILLE,UT84663 		AUDIO VISUAL SERVICES 1,285,981
SALESFORCE

PO BOX 203141
DALLAS,TX75320 		IT SERVICES 1,144,758
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 166
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 2,127,888
d Related organizations1d  
e Government grants (contributions)1e 7,168,895
f All other contributions, gifts, grants, and similar amounts not included above1f 371,966,005
g Noncash contributions included in lines 1a - 1f:$ 1g 192,330,215
h Total. Add lines 1a-1f....... 381,262,788
Program Service RevenueAmt Business Code
2a CONTRACT REVENUE 900099 24,623,298 24,623,298    
b CONF./FACILITY FEES 531390 11,921,760   11,921,760  
c SEMINAR AND EVENT FEES 900099 11,581,804 11,581,804    
d ART TOUR & BOOK SALES 900099 92,108   92,108  
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 48,218,970
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 7,983,184   546,755 7,436,429
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 224,476,257  
b Less: cost or other basis and sales expenses 7b 222,043,717  
c Gain or (loss) 7c 2,432,540  
d Net gain or (loss)......... 2,432,540     2,432,540
8a Gross income from fundraising events (not including $ 2,127,888of contributions reported on line 1c). See Part IV, line 18 ....
8a 163,350
b Less: direct expenses ... 8b 760,561
c Net income or (loss) from fundraising events.. -597,211   -597,211
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a SUBLEASE INCOME 900099 3,846,987     3,846,987
b OTHER INCOME 900099 677,411     677,411
c ADVERTISING INCOME 541800 16,515   16,515  
d All other revenue ....        
e Total. Add lines 11a–11d ...... 4,540,913
12 Total revenue. See instructions..... 443,841,184 36,205,102 12,577,138 13,796,156
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 25,717,101 25,717,101
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 892,241 892,241
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 9,866,142 9,866,142
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 3,521,961 1,296,228 2,225,733  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 72,074,871 53,005,545 16,134,293 2,935,033
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,769,038 6,062,533 377,565 328,940
9 Other employee benefits ....... 5,624,051 5,027,628 310,157 286,266
10 Payroll taxes ........... 5,581,494 4,885,501 434,924 261,069
11 Fees for services (non-employees):        
a Management ...... 16,911,245 16,911,245    
b Legal ......... 751,070 43,930 707,140  
c Accounting ........... 383,282   383,282  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,042,058   1,042,058  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 35,991,494 25,179,269 10,627,844 184,381
12 Advertising and promotion .... 206,549 205,168 1,381  
13 Office expenses ....... 4,593,977 2,072,550 2,379,416 142,011
14 Information technology ...... 1,198,877 1,145,157 49,989 3,731
15 Royalties ..        
16 Occupancy ........... 6,026,774 3,575,676 2,451,098  
17 Travel ............ 19,016,348 17,446,453 1,078,145 491,750
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 171,618 171,618    
19 Conferences, conventions, and meetings .... 6,860,187 6,456,456 334,901 68,830
20 Interest ........... 781,720 200,891 580,829  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 3,922,836   3,922,836  
23 Insurance ... 502,712 49,367 453,345  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PARTNER REIMBURSEMENTS 2,873,726 2,870,456 3,270  
b PUBLICATIONS 1,408,674 1,395,200 13,474  
c BAD DEBT 1,058,101 738,163   319,938
d REPAIRS AND MAINTENANCE 516,031 284,596 231,435  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 234,264,178 185,499,114 43,743,115 5,021,949
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 11,119,375 1 20,236,382
2 Savings and temporary cash investments ......... 40,570,734 2 48,812,189
3 Pledges and grants receivable, net ...... 73,328,617 3 90,086,970
4 Accounts receivable, net ............. 4,483,957 4 3,781,228
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 332,405 8 334,505
9 Prepaid expenses and deferred charges ...... 4,059,323 9 6,004,106
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 128,218,054
b Less: accumulated depreciation 10b 53,122,177 77,764,657 10c 75,095,877
11 Investments—publicly traded securities . 81,148,136 11 283,247,031
12 Investments—other securities. See Part IV, line 11 ..... 174,410,016 12 180,219,252
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 51,896,817 15 48,805,139
16 Total assets. Add lines 1 through 15 (must equal line 33)... 519,114,037 16 756,622,679
Liabilities 17 Accounts payable and accrued expenses ..... 18,384,226 17 18,078,688
18 Grants payable ... 2,653,325 18 3,374,844
19 Deferred revenue ......... 17,813,064 19 17,328,866
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 7,700,840 23 9,860,377
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 64,336,411 25 60,906,786
26 Total liabilities. Add lines 17 through 25.. 110,887,866 26 109,549,561
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 123,295,839 27 125,147,312
28 Net assets with donor restrictions ........... 284,930,332 28 521,925,806
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 408,226,171 32 647,073,118
33 Total liabilities and net assets/fund balances ........ 519,114,037 33 756,622,679
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
443,841,184
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
234,264,178
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
209,577,006
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
408,226,171
5
Net unrealized gains (losses) on investments ...............
5
29,207,724
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
62,217
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
647,073,118
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 131,254,703 140,723,732 141,560,565 177,730,506 381,262,788 972,532,294
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 131,254,703 140,723,732 141,560,565 177,730,506 381,262,788 972,532,294
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 240,298,471
6 Public support. Subtract line 5 from line 4. 732,233,823
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 131,254,703 140,723,732 141,560,565 177,730,506 381,262,788 972,532,294
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 535,540 1,343,162 2,450,146 4,394,752 11,283,416 20,007,016
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 156,060 394,530 561,074 843,116 677,411 2,632,191
11 Total support. Add lines 7 through 10 995,171,501
12
12
150,448,282
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
73.580 %
15
15
89.120 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 156,060. 2021 AMOUNT: $ 394,530. 2022 AMOUNT: $ 561,074. 2023 AMOUNT: $ 843,116. 2024 AMOUNT: $ 677,411.
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ASPEN INSTITUTE INC
  		Employer identification number
84-0399006
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ASPEN INSTITUTE INC
  		Employer identification number

84-0399006
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ASPEN INSTITUTE INC
  		Employer identification number

84-0399006
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
1,768
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
1,888
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
3,533
j
Total. Add lines 1c through 1i ....................................................................................................
7,189
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: ALLOCATED SALARY EXPENSE FROM COMMUNICATION WITH LEGISLATORS REGARDING PENDING LEGISLATION.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a 1
b Total acreage restricted by conservation easements .................... 2b 13.50
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $ 1,096,267
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 152,859,279 145,168,006 178,705,742 140,520,233 126,362,776
b Contributions ... 18,772,825 12,003,961 12,335,244 17,309,092 10,938,289
c Net investment earnings, gains, and losses 22,810,866 17,171,830 -23,548,893 30,072,140 10,092,783
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		9,421,047 21,484,518 22,324,087 9,195,723 6,873,615
f Administrative expenses ....          
g End of year balance ...... 185,021,923 152,859,279 145,168,006 178,705,742 140,520,233
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow14.754 %
b
Permanent endowment right arrow71.391 %
c
Term endowment right arrow13.855 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   3,904,138 3,904,138
b Buildings ....   85,878,642 37,865,513 48,013,129
c Leasehold improvements   9,881,710 3,146,822 6,734,888
d Equipment ....   6,988,586 6,245,391 743,195
e Other .....   21,564,978 5,864,451 15,700,527
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 75,095,877
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) LIMITED PARTNERSHIPS		 178,855,399 F

(B) INVESTMENT CONTRACT		 1,363,853 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 180,219,252
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)RIGHT OF USE ASSET - OPERATING 39,697,027
(2)INVESTMENT RELATED RECEIVABLES 6,454,000
(3)DEFERRED TAX ASSET 1,841,267
(4)SECURITY DEPOSITS 812,845
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 48,805,139
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
LEASE LIABILITY - OPERATING 51,729,202
DEFERRED COMPENSATION 9,177,584







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 60,906,786
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 472,991,394
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 29,207,724
b Donated services and use of facilities ......... 2b 223,983
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 29,431,707
3 Subtract line 2e from line 1.................. 3 443,559,687
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 1,042,058
b Other (Describe in Part XIII.) ........... 4b -760,561
c Add lines 4a and 4b.................... 4c 281,497
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 443,841,184
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 234,144,447
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 223,983
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 698,344
e Add lines 2a through 2d.................... 2e 922,327
3 Subtract line 2e from line 1................... 3 233,222,120
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 1,042,058
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c 1,042,058
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 234,264,178
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 5: THE INSTITUTE CONTINUES TO COMPLY WITH TERMS OF CONTRACT GOVERNING THE CONSERVATION EASEMENT HELD, WHICH INCLUDES PROTECTION OF NATURAL HABITAT.
PART II, LINE 9: THE INSTITUTE HOLDS A CONSERVATION EASEMENT ON THE BALANCE SHEET AND THE CONTRIBUTED PARCEL OF LAND WAS BOOKED AS REVENUE FOR THE YEAR IT WAS GIFTED.
PART III, LINE 4: AT OUR ASPEN MEADOWS CAMPUS, ASPEN, COLORADO, WE HAVE A LARGE COLLECTION OF ART THAT IS ON DISPLAY BOTH IN GALLERIES AND PUBLIC SPACES. IT IS ENJOYED BY GUESTS WHO VISIT AND STAY AT OUR RESORT. THIS ART COLLECTION IS MADE UP OF PHOTOS FROM FRANZ BERKO, OFFICIAL PHOTOGRAPHER FOR THE INSTITUTE, AS WELL AS ART IN VARIOUS MEDIUMS BY HERBERT BAYER. BAYER WAS THE ARCHITECT FOR OUR CAMPUS, AND ALSO DESIGNED SEVERAL OF THE LAND FORMS THROUGHOUT OUR PROPERTY. ONE GALLERY ON PROPERTY IS DEDICATED SOLELY TO THE WORK OF BAYER. ALTHOUGH THE ARTWORK IS HELD ON THE BOOKS AT COST, IT HAS AN INSURED FAIR VALUE OF $3.1 MILLION.
PART V, LINE 4: 4.5% OF A 12 QUARTER ROLLING AVERAGE OF THE FUNDS ARE USED TO FUND PROGRAMMATIC WORK OF THE INSTITUTE.
PART X, LINE 2: MANAGEMENT OF THE INSTITUTE BELIEVES THAT IT HAS NO MATERIAL UNCERTAINTY IN INCOME TAXES AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAXES IN ITS FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -760,561.
PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 760,561. REFUNDED GRANTS -62,217.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 1,961,048
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 876,353
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 3,064,385
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 958,334
NORTH AMERICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 3,364,949
RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 100,428
SOUTH AMERICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 721,473
SOUTH ASIA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 1,731,795
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. GRANTS, MEETINGS, AND PROGRAMMATIC ACTIVITIES 3,869,046
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 12,778,765
b Total from continuation sheets to Part I ... 0 0 3,869,046
c Totals (add lines 3a and 3b) 0 0 16,647,811
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
SUB-SAHARAN AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 1,209,763 WIRE TRANSFER 0    
SOUTH ASIA ASPEN FORUM FOR COMMUNITY SOLUTIONS 1,050,123 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 985,922 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 850,092 WIRE TRANSFER 0    
SOUTH ASIA ASPEN FORUM FOR COMMUNITY SOLUTIONS 383,070 WIRE TRANSFER 0    
MIDDLE EAST AND NORTH AFRICA VIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES 315,200 WIRE TRANSFER 0    
MIDDLE EAST AND NORTH AFRICA VIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES 312,102 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 293,461 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN FORUM FOR COMMUNITY SOLUTIONS 246,940 WIRE TRANSFER 0    
NORTH AMERICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 227,520 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 220,160 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 208,183 WIRE TRANSFER 0    
EUROPE (INCLUDING ICELAND & GREENLAND) ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 191,904 WIRE TRANSFER 0    
NORTH AMERICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 190,900 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 181,052 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 180,549 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 178,271 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 176,985 WIRE TRANSFER 0    
MIDDLE EAST AND NORTH AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 175,000 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 168,128 WIRE TRANSFER 0    
MIDDLE EAST AND NORTH AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 153,032 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 151,745 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 145,943 WIRE TRANSFER 0    
EAST ASIA AND THE PACIFIC ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 139,505 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 116,315 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 107,530 WIRE TRANSFER 0    
NORTH AMERICA VIRTUAL YOUTH EXCHANGE PROGRAMMING INITIATIVES 100,742 WIRE TRANSFER 0    
SOUTH ASIA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 97,348 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 91,047 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 90,000 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 78,656 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 73,707 WIRE TRANSFER 0    
CENTRAL AMERICA AND THE CARIBBEAN ASPEN FORUM FOR COMMUNITY SOLUTIONS 69,770 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 50,000 WIRE TRANSFER 0    
SOUTH ASIA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 49,800 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL LEADERSHIP SUPPORT 40,000 WIRE TRANSFER 0    
SOUTH AMERICA ASPEN GLOBAL LEADERSHIP SUPPORT 35,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA RELIGION & SOCIETY 30,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GLOBAL IMPACT FUND AWARD 25,000 WIRE TRANSFER 0    
SOUTH ASIA GLOBAL IMPACT FUND AWARD 25,000 WIRE TRANSFER 0    
SOUTH ASIA GLOBAL FUND IMPACT 25,000 WIRE TRANSFER 0    
SOUTH ASIA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 25,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 24,994 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 24,820 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 24,250 WIRE TRANSFER 0    
SOUTH ASIA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 22,250 WIRE TRANSFER 0    
NORTH AMERICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 20,000 WIRE TRANSFER 0    
EUROPE (INCLUDING ICELAND & GREENLAND) ASPEN GLOBAL INNOVATORS GROUP 20,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL INNOVATORS GROUP 20,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL INNOVATORS GROUP 20,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL INNOVATORS GROUP 20,000 WIRE TRANSFER 0    
EAST ASIA AND THE PACIFIC MCNULTY FOUNDATION CATALYST FUND AWARD 20,000 WIRE TRANSFER 0    
SOUTH ASIA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 18,074 WIRE TRANSFER 0    
EAST ASIA AND THE PACIFIC ASPEN FORUM FOR COMMUNITY SOLUTIONS 15,927 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL LEADERSHIP SUPPORT 15,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN GLOBAL LEADERSHIP SUPPORT 15,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS 15,000 WIRE TRANSFER 0    
SOUTH ASIA ASPEN GLOBAL LEADERSHIP SUPPORT 15,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 10,560 WIRE TRANSFER 0    
NORTH AMERICA ASPEN FORUM FOR COMMUNITY SOLUTIONS 5,112 WIRE TRANSFER 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
44
3 Enter total number of other organizations or entities .......................MediumBullet
16
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
HONORARIA EUROPE (INCLUDING ICELAND & GREENLAND) 2 750 WIRE     N/A
PARTICIPATION STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 13 6,300 WIRE     N/A
AWARD WINNER EUROPE (INCLUDING ICELAND & GREENLAND) 1 35,000 WIRE     N/A
HONORARIA MIDDLE EAST AND NORTH AFRICA 3 1,500 WIRE     N/A
PARTICIPATION STIPEND MIDDLE EAST AND NORTH AFRICA 1 1,500 WIRE     N/A
AWARD WINNER NORTH AMERICA 1 1,600 WIRE     N/A
PARTICIPATION STIPEND SOUTH AMERICA 1 2,270 WIRE     N/A
HONORARIA SOUTH ASIA 1 700 WIRE     N/A
PARTICIPATION STIPEND SOUTH ASIA 1 400 WIRE     N/A
AWARD WINNER SOUTH ASIA 1 20,000 WIRE     N/A
HONORARIA SUB-SAHARAN AFRICA 1 1,400 WIRE     N/A
PARTICIPATION STIPEND SUB-SAHARAN AFRICA 9 2,690 WIRE     N/A
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: THE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT THEY DO NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS, ENTITIES, OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY. ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF THE RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS, DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS. PARTICIPANTS ARE EXPECTED TO COMPLY WITH ALL RELEVANT U.S. LAWS. PRIOR TO ISSUING AWARDS TO FOREIGN ENTITIES, THE PROGRAMS ARE BEING ASKED TO COMPLETE A DUE DILIGENCE CHECKLIST, WHICH INCLUDES ADDITIONAL INFORMATION ABOUT THE SUB RECIPIENT INCLUDING: ANY REASONABLY AVAILABLE HISTORICAL INFORMATION ABOUT THE GRANTEE THAT ASSURES THE INSTITUTE OF THE GRANTEE'S IDENTITY AND INTEGRITY SUCH AS THE JURISDICTION IN WHICH A GRANTEE ORGANIZATION IS INCORPORATED OR FORMED; COPIES OF INCORPORATING OR OTHER GOVERNING INSTRUMENTS; INFORMATION ON THE INDIVIDUALS WHO FORMED AND OPERATE THE ORGANIZATION; AND INFORMATION RELATING TO THE GRANTEE'S OPERATING HISTORY; THE GRANTEE OR SERVICE PROVIDER'S NAME IN ENGLISH, AND THE LANGUAGE OF ORIGIN, AND ANY ACRONYM OR OTHER NAMES USED TO IDENTIFY THE GRANTEE; THE JURISDICTIONS IN WHICH A GRANTEE OR SERVICE PROVIDER MAINTAINS A PHYSICAL PRESENCE; THE GRANTEE OR SERVICE PROVIDER'S POSTAL, EMAIL AND WEBSITE ADDRESSES AND PHONE NUMBERS FOR EACH PLACE OF BUSINESS. THE INSTITUTE ALSO CONDUCTS A REASONABLE SEARCH OF PUBLICLY AVAILABLE INFORMATION TO DETERMINE WHETHER THE GRANTEE OR SERVICE PROVIDER IS SUSPECTED OF ACTIVITY RELATING TO TERRORISM, INCLUDING TERRORIST FINANCING OR OTHER SUPPORT.
PART I, LINE 3: THE CASH METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR FOREIGN EXPENDITURES.
PART III, COL (C): THIS COLUMN REPRESENTS THE ACTUAL NUMBER OF GRANT RECIPIENTS.
FORM 5713 THE ASPEN INSTITUTE MADE PROGRAM RELATED PAYMENTS THAT ARE REQUIRED TO BE REPORTED FOR FORM 5713. THAT DETAIL IS AS FOLLOWS: PAYMENTS TO IRAQ: $1,717 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT $500 TRAVEL REIMBURSEMENT FOR 2024 GLOBAL CHANGEMAKERS WORKSHOP PAYMENTS TO YEMEN: $6,400 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT PAYMENTS TO LIBYA: $1,561 STEVENS INITIATIVE ALUMNI FELLOWSHIP WORKSHOP TRAVEL REIMBURSEMENT
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


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SCHEDULE G (Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

ANNUAL AWARDS DINNER
(event type) 		(b) Event #2

ASPEN WORDS SUMMER BENEFIT
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
1,979,664
311,574
 
2,291,238

2
Less: Contributions . . . .
1,876,764
251,124
 
2,127,888
3 Gross income (line 1 minus
line 2) . . . . . .
102,900
60,450
 
163,350



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .   38,575   38,575
6 Rent/facility costs . . . . 131,448 76,124   207,572
7 Food and beverages . . . 171,394 6,953   178,347
8 Entertainment . . . . 61,639 21,309   82,948
9 Other direct expenses . . . 237,589 15,530   253,119
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 760,561
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -597,211
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) (Rev. 1-2025)
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number
84-0399006
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ZERO EMISSION MARITIME BUYERS ALLIANCE
1015 15TH STREET NW SUITE 1000
WASHINGTON,DC20005 		92-2453446 501(C)(3) 2,461,282 0     SUPPORT OPERATING ACTIVITIES
(2) ITHAKA HARBORS INC
165 BROADWAY
NEW YORK,NY10006 		13-3857105 501(C)(3) 1,444,394 0     COLLEGE EXCELLENCE PROGRAM
(3) SOLIYA INC
261 MADISON AVENUE 9TH FLOOR
NEW YORK,NY10016 		32-0060209 501(C)(3) 945,362 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(4) WORLD LEARNING INC
1 KIPLING ROAD PO BOX 676
BRATTLEBORO,VT05302 		03-0179592 501(C)(3) 857,439 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(5) NEW YORK UNIVERSITY
105 E 17TH STREET 4TH FLOOR SUITE
411
NEW YORK,NY10003 		13-5562308 501(C)(3) 675,000 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(6) COLORADO YOUTH FOR A CHANGE
1390 LAWRENCE STREET SUITE 200
DENVER,CO80204 		20-2501002 501(C)(3) 644,670 0     PURPOSEFUL ECOSYSTEMS
(7) ALLIANCE FOR CHILDREN'S RIGHTS
3333 WILSHIRE BOULEVARD SUITE 550
LOS ANGELES,CA90010 		95-4358213 501(C)(3) 637,110 0     SCALING YOUTH OUTCOMES COHORT
(8) BOSTON PRIVATE INDUSTRY COUNCIL INC
2 OLIVER STREET 3RD FLOOR
BOSTON,MA02109 		04-2676661 501(C)(3) 501,000 0     SCALING YOUTH OUTCOMES COHORT
(9) ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC
710 N POST OAK ROAD SUITE 210
HOUSTON,TX77024 		27-5410988 501(C)(3) 500,000 0     SCALING YOUTH OUTCOMES COHORT
(10) SPECIAL OLYMPICS INC
2600 VIRGINIA AVENUE NW 11TH FLOOR
WASHINGTON,DC20037 		52-0889518 501(C)(3) 500,000 0     STEVENS INITIATIVE CULTURAL EXCHANGE
(11) INTERNATIONAL RESEARCH & EXCHANGES BOARD INC
1275 K STREET NW SUITE 600
WASHINGTON,DC20005 		22-3087809 501(C)(3) 453,192 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(12) EQUAL MEASURE
520 WALNUT STREET SUITE 1450
PHILADELPHIA,PA19106 		23-2694572 501(C)(3) 393,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(13) GLOBAL NOMADS GROUP INC
132 NASSAU STREET SUITE 822
NEW YORK,NY10038 		75-2750127 501(C)(3) 392,535 0     STEVENS INITIATIVE CULTURAL EXCHANGE
(14) INSTITUTE OF INTERNATIONAL EDUCATION
ONE WORLD TRADE CENTER 36TH FLOOR
NEW YORK,NY10007 		13-1624046 501(C)(3) 391,958 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(15) GLOBAL DEVELOPMENT INCUBATOR INC
1634 I STREET NW SUITE 300
WASHINGTON,DC20006 		14-1945286 501(C)(3) 372,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(16) JOBS FOR THE FUTURE INC
50 MILK STREET 17TH FLOOR
BOSTON,MA02109 		06-1164568 501(C)(3) 353,000 0     COLLEGE EXCELLENCE PROGRAM
(17) NORTHERN GREAT LAKES INITIATIVES
101 W WASHINGTON STREET SUITE 9
MARQUETTE,MI49855 		47-3130767 501(C)(3) 345,767 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(18) POMONA IMPACT FOUNDATION
2678 NW 23RD WAY
BOCA RATON,FL33431 		81-2867074 501(C)(3) 335,300 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(19) TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 30
NEW YORK,NY10027 		13-1624202 501(C)(3) 315,250 0     COLLEGE EXCELLENCE PROGRAM
(20) THE BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY
NEW YORK,NY10010 		23-7039817 501(C)(3) 304,500 0     COLLEGE EXCELLENCE PROGRAM
(21) COLORADO STATE UNIVERSITY FOUNDATION
PO BOX 1870
FORT COLLINS,CO80522 		23-7098397 501(C)(3) 300,000 0     COLLEGE EXCELLENCE PROGRAM
(22) STONY BROOK FOUNDATION INC
230 ADMINISTRATION BUILDING
STONY BROOK,NY11794 		11-6077945 501(C)(3) 300,000 0     COLLEGE EXCELLENCE PROGRAM
(23) PEACEPLAYERS INTERNATIONAL
1100 15TH STREET 4TH FLOOR
WASHINGTON,DC20005 		52-2272092 501(C)(3) 299,859 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(24) JUNIATA COLLEGE
1700 MOORE STREET
HUNTINGDON,PA16652 		23-1352652 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(25) LEBANON VALLEY COLLEGE
101 NORTH COLLEGE AVENUE
ANNVILLE,PA17003 		23-1352354 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(26) MUHLENBERG COLLEGE
2400 CHEW STREET
ALLENTOWN,PA18104 		23-1352664 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(27) PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4120 MAYFLOWER HILL
WATERVILLE,ME04901 		01-0211497 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(28) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET SUITE 209
URBANA,IL61801 		37-6000511 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(29) THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY12201 		14-1368361 501(C)(3) 250,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(30) THE TRUSTEES OF THE STEVENS INSTITUTE OF TECHNOLOGY
1 CASTLE POINT ON HUDSON
HOBOKEN,NJ07030 		22-1487354 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(31) TOWSON UNIVERSITY
8000 YORK ROAD
TOWSON,MD21252 		52-6002033 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(32) TRUSTEES OF INDIANA UNIVERSITY
509 E 3RD STREET
BLOOMINGTON,IN47401 		35-6001673 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(33) UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON,OH45469 		31-0536715 501(C)(3) 250,000 0     COLLEGE EXCELLENCE PROGRAM
(34) IEARN INC
475 RIVERSIDE DRIVE SUITE 450
NEW YORK,NY10115 		13-3782233 501(C)(3) 235,984 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(35) AFRICAN DEVELOPMENT CENTER
1931 5TH STREET SOUTH
MINNEAPOLIS,MN55454 		20-0553370 501(C)(3) 235,912 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(36) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
1111 FRANKLIN STREET 10TH FLOOR
OAKLAND,CA94607 		94-3067788 501(C)(3) 230,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(37) LONE STAR JUSTICE ALLIANCE
3809 SOUTH 1ST
AUSTIN,TX78704 		82-2345921 501(C)(3) 220,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(38) EDUCATION NORTHWEST
1417 NW EVERETT STREET SUITE 310
PORTLAND,OR97209 		93-0553346 501(C)(3) 208,835 0     SCALING YOUTH OUTCOMES COHORT
(39) COMMUNITIES FOUNDATION OF TEXAS INC
5500 CARUTH HAVEN LANE
DALLAS,TX75225 		75-0964565 501(C)(3) 206,000 0     BACKBONE SUPPORT SERVICES IN DFW
(40) SHENANDOAH UNIVERSITY
1460 UNIVERSITY DRIVE
WINCHESTER,VA22601 		54-0525605 501(C)(3) 203,302 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(41) GLOBAL IMPACT INVESTING NETWORK INC
1 BATTERY PARK SUITE 202
NEW YORK,NY10004 		27-3166994 501(C)(3) 200,000 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(42) NEW ORLEANS YOUTH ALLIANCE
1705 A SOUTH WHITE STREET
NEW ORLEANS,LA70125 		82-4252541 501(C)(3) 195,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(43) TEXAS INTERNATIONAL EDUCATION CONSORTIUM
1103 W 24TH STREET
AUSTIN,TX78705 		74-2383582 501(C)(3) 188,687 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(44) CALIFORNIA FARMLINK
335 SPRECKELS DRIVE SUITE F
APTOS,CA95003 		94-3332630 501(C)(3) 184,000 0     SCALE JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(45) JUSTINE PETERSEN HOUSING AND REINVESTMENT CORPORATION
1023 N GRAND BOULEVARD
SAINT LOUIS,MO63106 		43-1769074 501(C)(3) 175,000 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(46) COASTAL ENTERPRISES INC
30 FEDERAL STREET SUITE 100
BRUNSWICK,ME04011 		01-0347504 501(C)(3) 172,477 0     SHARED SUCCESS JOB QUALITY DEMONSTRATION
(47) EDUCATION FOR EMPLOYMENT
1660 L STREET NW SUITE 460
WASHINGTON,DC20036 		82-0578781 501(C)(3) 170,000 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(48) ICAFUND
1714 FRANKLIN STREET SUITE 100-174
OAKLAND,CA94612 		47-0898054 501(C)(3) 166,394 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(49) PARTNERS IN DEVELOPMENT FOUNDATION
2040 BACHELOT STREET
HONOLULU,HI96817 		94-3271325 501(C)(3) 160,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(50) FOUR BANDS COMMUNITY FUND INC
101 SOUTH MAIN STREET BOX 932
EAGLE BUTTE,SD57625 		46-0456528 501(C)(3) 157,000 0     COMMUNITY STRATEGY GROUP
(51) TEXAS NETWORK OF YOUTH SERVICES INC
PO BOX 26855
AUSTIN,TX78755 		75-1791374 501(C)(3) 155,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(52) UNITED WAY OF GREATER ATLANTA INC
40 COURTLAND STREET
ATLANTA,GA30303 		58-0566194 501(C)(3) 150,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(53) ARIZONA STATE UNIVERSITY
PO BOX 876011
TEMPE,AZ85287 		86-0196696 501(C)(3) 143,871 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(54) GLOBAL TIES KC INC
30 W PERSHING ROAD SUITE 405
KANSAS CITY,MO64108 		43-1727811 501(C)(3) 142,232 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(55) MERCY CORPS
45 SW ANKENY STREET
PORTLAND,OR97204 		91-1148123 501(C)(3) 127,835 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(56) INSTITUTE CAPITAL INC
114 W PARRISH STREET
DURHAM,NC27702 		56-2142717 501(C)(3) 126,300 0     COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS
(57) TAKE ACTION GLOBAL INC
430 DRUID ROAD W
CLEARWATER,FL33756 		83-4628057 501(C)(3) 121,816 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(58) CITY OF EL PASO
300 N CAMPBELL STREET
EL PASO,TX79901 		74-6000749 GOV'T 120,000 0     INNOVATION FUND PILOT AWARD
(59) PUEBLO OF JEMEZ
4471 HIGHWAY 4
JEMEZ PUEBLO,NM87024 		85-0213473 GOV'T 120,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(60) RESTORE EDUCATION INC
PO BOX 692338
SAN ANTONIO,TX78269 		26-2966263 501(C)(3) 120,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(61) PLUGGED IN BAND PROGRAM INC
40 FREEMAN PLACE
NEEDHAM,MA02492 		65-1195693 501(C)(3) 116,989 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(62) MISSOURI STATE UNIVERSITY
901 S NATIONAL AVENUE
SPRINGFIELD,MO65897 		44-6000308 501(C)(3) 115,729 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(63) PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA
800 LAKESHORE DRIVE SUITE 219
BIRMINGHAM,AL35229 		63-0972435 501(C)(3) 115,000 0     JUSTICE AND GOVERNANCE PARTNERSHIP IN BIRMINGHAM
(64) AMERICA-MIDEAST EDUCATIONAL & TRAINING SERVICES INC
2025 M STREET NW SUITE 600
WASHINGTON,DC20036 		53-0243270 501(C)(3) 112,943 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(65) SMITHSONIAN INSTITUTION
PO BOX 37012 MRC 1205
WASHINGTON,DC20013 		53-0206027 501(C)(3) 111,213 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(66) UPAYA SOCIAL VENTURES
508 YALE AVENUE N SUITE 214
SEATTLE,WA98109 		80-0713334 501(C)(3) 109,262 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(67) AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES
1717 RHODE ISLAND AVENUE NW SUITE
70
WASHINGTON,DC20036 		52-0747578 501(C)(3) 100,000 0     COLLEGE EXCELLENCE PROGRAM
(68) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVE MAIL STOP 2E1
FAIRFAX,VA22030 		54-0836354 501(C)(3) 100,000 0     COLLEGE EXCELLENCE PROGRAM
(69) JANIE'S ANGELS
1349 EMPIRE CENTRAL DRIVE SUITE 400
DALLAS,TX75247 		99-0909466 501(C)(3) 100,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(70) MICRO ENTERPRISE SERVICES OF OREGON
4008 NE MLK JR BOULEVARD
PORTLAND,OR97212 		20-4379510 501(C)(3) 100,000 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(71) PRECIOUS BLOOD MINISTRY OF RECONCILIATION NFP
PO BOX 09379
CHICAGO,IL60609 		37-1447869 501(C)(3) 100,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(72) UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PARKWAY SUITE 140
ORLANDO,FL32826 		59-6211832 501(C)(3) 100,000 0     COLLEGE EXCELLENCE PROGRAM
(73) YUROK TRIBE
190 KLAMATH BOULEVARD
KLAMATH,CA95548 		68-0178020 GOV'T 100,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(74) CRITERION INSTITUTE
81 CHURCH HILL ROAD
HADDAM,CT06438 		27-3458737 501(C)(3) 94,597 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(75) FSG INC
179 LINCOLN STREET
BOSTON,MA02111 		20-2776974 501(C)(3) 85,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(76) LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY STREET 34TH FLOOR
NEW YORK,NY10005 		13-3030229 501(C)(3) 85,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(77) HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 S TRACY AVENUE
BOZEMAN,MT59715 		81-0350886 501(C)(3) 80,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(78) WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN
724 E UNIVERSITY AVENUE WYLY HALL
FLOOR 1
ANN ARBOR,MI48109 		38-3048086 501(C)(3) 77,180 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(79) DIGITAL PROMISE GLOBAL
1001 CONNECTICUT AVENUE NW SUITE
935
WASHINGTON,DC20036 		46-5460594 501(C)(3) 76,282 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(80) JASPER INDEPENDENT SCHOOL DISTRICT
128 PARK STREET
JASPER,TX75951 		74-6001456 GOV'T 76,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(81) RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
33 KNIGHTSBRIDGE ROAD
PISCATAWAY,NJ08854 		22-6001086 501(C)(3) 75,000 0     EMPLOYEE OWNERSHIP ON THE GROUND
(82) UNIVERSITY OF MAINE SYSTEM INC
96 FALMOUTH STREET PO BOX 9300
PORTLAND,ME04104 		01-6000769 501(C)(3) 75,000 0     CRIMINAL JUSTICE REFORM
(83) INSTITUTE FOR PUBLIC PHILOSOPHY
1420 N STREET NW APARTMENT 601
WASHINGTON,DC20005 		33-1485510   73,710 0     WISDOM OF CROWDS PUBLIC PHILOSOPHY PUBLICATION
(84) UNIVERSITY OF FLORIDA
29 TIGERT HALL
GAINESVILLE,FL32611 		59-6002052 501(C)(3) 70,408 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(85) JUSTICE MAPPING CENTER INC
49 BAYVIEW AVENUE
PORT WASHINGTON,NY11050 		20-5537766 501(C)(3) 68,000 0     CRIMINAL JUSTICE REFORM
(86) UNITED PLANET CORPORATION
361 NEWBURY STREET
BOSTON,MA02115 		04-3582778 501(C)(3) 67,264 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(87) THE FUND FOR PUBLIC SCHOOLS INC
52 CHAMBERS STREET ROOM 305
NEW YORK,NY10007 		11-2656137 501(C)(3) 65,327 0     ASPEN CHALLENGE PROGRAM
(88) FLORIDA INTERNATIONAL UNIVERSITY BOARD OF TRUSTEES
11200 SW 8TH STREET CSC314
MIAMI,FL33199 		65-0177616 501(C)(3) 64,283 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(89) SAN DIEGO UNIFIED SCHOOL DISTRICT
4100 NORMAL STREET ROOM 3244
SAN DIEGO,CA92103 		95-6002781 GOV'T 58,148 0     ASPEN CHALLENGE PROGRAM
(90) EMPOWER MT
2300 REGENT STREET SUITE 101
MISSOULA,MT59801 		81-0526099 501(C)(3) 55,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(91) CULTURINGUA
8920 JOHN BARRETT DRIVE
SAN ANTONIO,TX78240 		84-1940407 501(C)(3) 54,264 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(92) AUSTIN COMMUNITY COLLEGE
6101 HIGHLAND CAMPUS DRIVE BUILDING
3000
AUSTIN,TX78752 		74-1742036 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(93) BIRMINGHAM PROMISE INC
1500 1ST AVENUE NORTH SUITE R145
BIRMINGHAM,AL35203 		84-2830568 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(94) BLACK BUSINESS COMMUNITY DEVELOPMENT CORPORATION
301 EAST PINE STREET SUITE 174-A
ORLANDO,FL32801 		59-3179911 501(C)(3) 50,000 0     SCALE JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(95) CHIEF DULL KNIFE COLLEGE
PO BOX 98
LAME DEER,MT59043 		81-0351900 501(C)(3) 50,000 0     COLLEGE EXCELLENCE PROGRAM
(96) COMMUNITY PARTNERS
100 NORTH ALAMEDA STREET SUITE 240
LOS ANGELES,CA90012 		95-4302067 501(C)(3) 50,000 0     CALIFORNIA NATIVE VOTE PROJECT
(97) GEORGIA TECH FOUNDATION INC
760 SPRING STREET NW SUITE 400
ATLANTA,GA30308 		58-6043294 501(C)(3) 50,000 0     COLLEGE EXCELLENCE PROGRAM
(98) HUDSON COUNTY COMMUNITY COLLEGE
161 NEWKIRK STREET 5TH FLOOR ROOM
E504
JERSEY CITY,NJ07306 		22-2045990 501(C)(3) 50,000 0     BUILDING INTEGENERATIONAL FAMILY PROSPERITY
(99) JARDIN DE LOS NINOS INC
999 W AMADOR AVENUE E
LAS CRUCES,NM88005 		85-0431095 501(C)(3) 50,000 0     FLOURISHING FAMILIES PARENT MENTORING PROGRAM
(100) LONG BEACH CITY COLLEGE
4901 EAST CARSON STREET Y-14
LONG BEACH,CA90808 		95-2654140 501(C)(3) 50,000 0     BUILDING INTERGENERATIONAL FAMILY PROSPERITY
(101) METROPOLITAN STATE UNIVERSITY OF DENVER
PO BOX 173362 CAMPUS BOX 98
DENVER,CO80217 		84-0559160 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(102) MORRIS BROWN COLLEGE
643 MARTIN LUTHER KING JR DRIVE
ATLANTA,GA30314 		58-0607083 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(103) NATIONAL COLLABORATIVE FOR TRANSFORMATIVE YOUTH POLICY
609 H STREET NE
WASHINGTON,DC20001 		99-1467438 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(104) OPERATION RESTORATION
1450 POYDRAS STREET SUITE 2260
NEW ORLEANS,LA70113 		61-1791941 501(C)(3) 50,000 0     BUILDING INTERGENERATIONAL FAMILY PROSPERITY
(105) SAN AUGUSTINE INDEPENDENT SCHOOL DISTRICT
1002 BARRETT STREET
SAN AUGUSTINE,TX75972 		75-6002410 GOV'T 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(106) THE URBAN INSTITUTE
500 LENFANT PLAZA SW
WASHINGTON,DC20024 		52-0880375 501(C)(3) 50,000 0     BUILDING INTERGENERATIONAL FAMILY PROSPERITY
(107) UC SANTA CRUZ FOUNDATION
1156 HIGH STREET
SANTA CRUZ,CA95064 		23-7394590 501(C)(3) 50,000 0     COLLEGE EXCELLENCE PROGRAM
(108) UNIVERSITY OF PITTSBURGH
116 ATWOOD STREET SUITE 201
PITTSBURG,PA15260 		25-0965591 501(C)(3) 50,000 0     COLLEGE EXCELLENCE PROGRAM
(109) YEAR ONE INC
1801 FEDERAL BOULEVARD
DENVER,CO80204 		84-1182631 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(110) YOUNG AFRICAN AMERICANS FOR SOCIAL AND POLITICAL ACTIVISM
PO BOX 202092
DENVER,CO80220 		27-1970080 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(111) YOUTHBUILD NEWARK INC
571 CENTRAL AVENUE 2ND FLOOR
NEWARK,NJ07107 		75-3187358 501(C)(3) 50,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(112) COLORADO ENTERPRISE FUND
1888 SHERMAN STREET SUITE 530
DENVER,CO80203 		84-0837398 501(C)(3) 43,632 0     JOB QUALITY IMPROVEMENT AMONG US SMALL BUSINESSES
(113) MILLENNIUM CAMPUS NETWORK INC
501 CONGRESS STREET
BOSTON,MA02210 		26-2842331 501(C)(3) 39,867 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(114) THE DISTRICT BOARD OF TRUSTEES OF MIAMI DADE COLLEGE FLORIDA
11011 SW 104 STREET SUITE 9853
MIAMI,FL33176 		59-1210485 501(C)(3) 34,047 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(115) INDIA DEVELOPMENT AND RELIEF FUND INC
5821 MOSSROCK DRIVE
NORTH BETHESDA,MD20852 		52-1555563 501(C)(3) 30,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(116) MARSHALL LEGACY INSTITUTE
2524 WILSON BOULEVARD SUITE 240
ARLINGTON,VA22201 		54-1853093 501(C)(3) 29,152 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(117) ROSE WOMEN'S FOUNDATION
22 SANDALFOOT COURT
POTOMAC,MD20854 		82-4390107 501(C)(3) 27,225 0     ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS
(118) MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION
PO BOX 5209
HELENA,MT59604 		81-0393527 501(C)(3) 25,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(119) PASO DEL NORTE COMMUNITY FOUNDATION
221 N KANSAS STREET SUITE 1900
EL PASO,TX79901 		46-1997449 501(C)(3) 25,000 0     SUPPORTING EL PASOS BOSS PROGRAM
(120) REINVENT STOCKTON FOUNDATION
110 N SAN JOAQUIN STREET
STOCKTON,CA95202 		82-1005719 501(C)(3) 25,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(121) RENAISSANCE ENTERTAINMENT LLC
9011 VILLAGE SPRINGS DRIVE
UPPER MARLBORO,MD20772 		30-1175078 N/A 25,000 0     NEUROARTS INVESTIGATOR AWARD FOR BASIC RESEARCH
(122) SPEETAR INC
33 POND AVENUE
BROOKLINE,MA02445 		000000000 N/A 25,000 0     GLOBAL IMPACT FUND AWARD
(123) THE PENNSYLVANIA STATE UNIVERSITY
308 OLD MAIN
UNIVERSITY PARK,PA16802 		24-6000376 501(C)(3) 25,000 0     RENEE FLEMING BASIC SCIENCE RESEARCH AWARD
(124) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET ROOM 305
PHILADELPHIA,PA19104 		23-1352685 501(C)(3) 25,000 0     RENEE FLEMING BASIC RESEARCH AWARD
(125) VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER STREET NW
BLACKSBURG,VA24061 		54-6001805 501(C)(3) 25,000 0     RENEE FLEMING BASIC RESEARCH AWARD
(126) BLACK OUTSIDE INC
305 EAST RAMSEY ROAD
SAN ANTONIO,TX78216 		83-3447384 501(C)(3) 20,000 0     MCNULTY FOUNDATION CATALYST FUND AWARD
(127) FUND FOR CONSTITUTIONAL GOVERNMENT
1100 13TH STREET NW SUITE 800
WASHINGTON,DC20005 		23-7391766 501(C)(3) 20,000 0     2024 MCNULTY CATALYST FUND AWARD
(128) LAGUANA COMMUNITY FOUNDATION
PO BOX 62
LAGUANA,NM87026 		46-0990639 501(C)(3) 20,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(129) MOONSHOTPLATFORMINC
201 N UNION STREET SUITE 110
ALEXANDRIA,VA22314 		87-2598278 501(C)(3) 20,000 0     MCNULTY FOUNDATION CATALYST FUND AWARD
(130) MOSAIC GENIUS
5680 HIGHWAY 6 SUITE 191
MISSOURI CITY,TX77459 		85-1459861 N/A 20,000 0     ASPEN GLOBAL INNOVATORS
(131) MOVE UP GLOBAL INC
1325 WASHINGTON STREET
CANTON,MA02021 		84-4023422 501(C)(3) 20,000 0     MCNULTY FOUNDATION CATALYST FUND AWARD
(132) PRISMA HEALTH-UPSTATE
300 EAST MCBEE AVENUE SUITE 500
GREENVILLE,SC29601 		81-1723202 501(C)(3) 20,000 0     MCNULTY FOUNDATION CATALYST FUND AWARD
(133) SOCIAL ART AND CULTURE
1918 MARTIN LUTHER KING JR AVENUE
SE
WASHINGTON,DC20020 		27-1071883 501(C)(3) 20,000 0     ENVIRON. JUSTICE ARTIVIST FELLOWSHIP 2024
(134) TAOS PUEBLO CENTRAL MANAGEMENT SYSTEM (CMS) ADMINISTRATION
1075 VETERANS HIGHWAY
TAOS,NM87571 		85-0222954 GOV'T 20,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(135) UNDAUNTEDK12
548 MARKET STREET
SAN FRANCISCO,CA94104 		92-3242587 501(C)(3) 20,000 0     MCNULTY FOUNDATION CATALYST FUND AWARD
(136) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 3RD FLOOR
CAMBRIDGE,MA02138 		04-2103580 501(C)(3) 18,817 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(137) NEW YORK ACADEMY OF SCIENCES
1617 THIRD AVENUE PO BOX 287146
NEW YORK,NY10128 		13-1773640 501(C)(3) 17,153 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(138) MONTANA COMMUNITY FOUNDATION INC
PO BOX 1145
HELENA,MT59624 		81-0450150 501(C)(3) 16,250 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(139) FOODMENT INC
251 LITTLE FALLS DRIVE
WILMINGTON,DE19808 		92-2456982 N/A 15,000 0     2024 GLOBAL INCLUSIVE GROWTH SPARK GRANT
(140) KFUG COMMUNITY RADIO INC
573 ELK VALLEY ROAD
CRESCENT CITY,CA95531 		46-3769318 501(C)(3) 15,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(141) LOS ALAMOS NATIONAL LABORATORY FOUNDATION
1112 PLAZA DEL NORTE
ESPANOLA,NM87532 		74-2853972 501(C)(3) 15,000 0     SUPPORT NORTHERN NEW MEXICO COLLABORATIVE
(142) THE GIVING BACK FUND INC
500 COMMERCIAL STREET SUITE 4R
BOSTON,MA02109 		04-3367888 501(C)(3) 15,000 0     2024 GLOBAL INCLUSIVE GROWTH SPARK GRANT
(143) ACHIEVING THE DREAM INC
8483 GEORGIA AVENUE SUITE 500
SILVER SPRING,MD20910 		27-1635830 501(C)(3) 13,500 0     HONORARIA - ASPEN PRESIDENTS FELLOWSHIP
(144) NEW WAYS TO WORK
1012 W BEVERLY BOULEVARD SUITE 377
MONTEBELLO,CA90640 		94-2463980 501(C)(3) 13,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(145) UNIVERSITY OF HAWAII FOUNDATION
1810 UNIVERSITY AVENUE SUITE 300
HONOLULU,HI96822 		99-0085260 501(C)(3) 12,500 0     BUILDING INTERGENERATIONAL FAMILY PROSPERITY
(146) TEENS OF COLOR ABROAD INC
213 HANCOCK STREET
BROOKLYN,NY11216 		84-3058902 501(C)(3) 11,880 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(147) BAY AREA COMMUNITY RESOURCES INC
171 CARLOS DRIVE
SAN RAFAEL,CA94903 		94-2346815 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(148) BOYZ N THE WOOD INC
185 IRVINGTON ROAD
TEANECK,NJ07666 		88-0868447 501(C)(3) 10,000 0     FRESH TRACKS
(149) CAPITAL WORKFORCE PARTNERS INC
ONE UNION PLACE
HARTFORD,CT06103 		06-1013293 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(150) COLLEGE OF THE REDWOODS
7351 TOMPKINS HILL ROAD
EUREKA,CA95501 		94-2022980 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(151) COMMUNITY FOUNDATION FOR GREATER BUFFALO INC
726 EXCHANGE STREET SUITE 525
BUFFALO,NY14210 		22-2743917 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(152) DETROIT EMPLOYMENT SOLUTIONS CORPORATION
115 ERSKINE 2ND FLOOR
DETROIT,MI48201 		38-3353746 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(153) FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1102 Q STREET SUITE 4800
SACRAMENTO,CA95811 		68-0412350 501(C)(3) 10,000 0     STRATEGIC TRANSFER SUMMIT
(154) JOBSFIRSTNYC
11 PARK PLACE 1106
NEW YORK,NY10007 		41-2242653 501(C)(3) 10,000 0     EVERYONE COUNTS INITIATIVE
(155) NORTHERN NEW MEXICO COLLEGE
921 N PASEO DE ONATE
ESPANOLA,NM87532 		85-6000545 501(C)(3) 10,000 0     COLLEGE EXCELLENCE PROGRAM
(156) NORTHWEST EDUCATION ACCESS
6920 ROOSEVELT WAY NE SUITE 355
SEATTLE,WA98115 		04-3602577 501(C)(3) 10,000 0     EVERYONE COUNTS INITIATIVE
(157) PHILADELPHIA YOUTH NETWORK INC
400 MARKET STREET SUITE 200
PHILADELPHIA,PA19106 		23-2993155 501(C)(3) 10,000 0     EVERYONE COUNTS INITIATIVE
(158) TIDES CENTER
1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		94-3213100 501(C)(3) 10,000 0     EVERYONE COUNTS INITIATIVE
(159) UNITED NATIONAL INDIAN TRIBAL YOUTH INC
953 E JUANITA AVENUE SUITE C
MESA,AZ85204 		73-1010390 501(C)(3) 10,000 0     DEMOCRACY IS INDIGENOUS PROJECT SUPPORT
(160) UNITED WAY OF TUSCSON AND SOUTHERN ARIZONA INC
330 N COMMERCE PARK LOOP SUITE 200
TUCSON,AZ85745 		86-0098932 501(C)(3) 10,000 0     EVERYONE COUNTS INITIATIVE
(161) URBAN STRATEGIES COUNCIL
2323 BROADWAY SUITE 103
OAKLAND,CA94612 		94-3044453 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(162) WOODSTOCK INSTITUTE
67 EAST MADISON STREET SUITE 2108
CHICAGO,IL60603 		36-2907408 501(C)(3) 10,000 0     ROUNDTABLE DISCUSSIONS
(163) YOUTH WILL
4343 MORENA BOULEVARD SUITE 1B
SAN DIEGO,CA92117 		99-1547983 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(164) YOUTHPRISE
3001 BROADWAY STREET NE SUITE 330
MINNEAPOLIS,MN55413 		27-4126970 501(C)(3) 10,000 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(165) MELLIS LLC
10600 JOLLYVILLE RD
AUSTIN,TX78759 		82-4512041 N/A 9,000 0     COLLEGE EXCELLENCE PROGRAM
(166) GREEN RIVER COLLEGE
12401 SE 320TH STREET
AUBURN,WA98092 		91-0814013 501(C)(3) 8,987 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(167) JEANETTE JORDAN CONSULTING LLC
4100 REDWOOD ROAD SUITE 20A-505
OAKLAND,CA94619 		88-1602185 N/A 8,000 0     2024 ASPEN SCIENCE AND TECHNOLOGY POLICY FELLOWSHIP
(168) ROANOKE COLLEGE
221 COLLEGE LANE
SALEM,VA24153 		54-0505945 501(C)(3) 7,500 0     ASPEN FORUM FOR COMMUNITY SOLUTIONS
(169) CONSTRUCTIVE DIALOGUE INSTITUTE INC
244 MADISON AVENUE SUITE 1098
NEW YORK,NY10016 		83-3388563 501(C)(3) 7,440 0     STIPEND TO CAMPUS CONFLICT PARTICIPANTS
(170) TRANSFORMATIVE LEARNING SOLUTIONS
22 GLASGOW COURT
LITTLE ROCK,AR72211 		57-0173910 N/A 7,000 0     ASPEN EDUCATION PROGRAM
(171) NATIVE AMERICAN REALTORS ASSOCIATION
5501 MERCHANTS VIEW SQUARE SUITE
256
HAYMARKET,VA20169 		92-3970044 N/A 6,973 0     DEMOCRACY IS INDIGENOUS
(172) SEATTLE UNIVERSITY
901 12TH AVENUE
SEATTLE,WA98122 		91-0565006 501(C)(3) 6,736 0     SUPPORT FOR VIRTUAL CULTURAL EXCHANGE WITH STUDENTS
(173) CHILDREN OF THE SETTING SUN PRODUCTIONS
PO BOX 1571
BELLINGHAM,WA98227 		47-5005550 501(C)(3) 6,087 0     DEMOCRACY IS INDIGENOUS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
163
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) HONORARIA 276 469,791      
(2) EVENT PARTICIPATION STIPEND 78 105,400      
(3) AWARDS 86 317,050      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE INSTITUTE PERIODICALLY ENGAGES OTHER ENTITIES TO FURTHER THE OBJECTIVES SET FORTH IN OUR GRANT AGREEMENTS. THIS IS TYPICALLY DONE VIA SUB-AWARDS OR RE-GRANTS THAT RUN CONCURRENTLY WITH THE PRIME AWARD IN WHICH THE SUB RECIPIENTS ARE ADVISED OF ALL APPLICABLE LAWS AND REGULATIONS, AND ALL APPROPRIATE FLOW-DOWN PROVISIONS FROM THE PRIME AGREEMENT. ALL SUB GRANTEES OR SERVICE PROVIDERS MUST ALSO CERTIFY THAT IT DOES NOT AND WILL NOT KNOWINGLY PROVIDE MATERIAL SUPPORT OR RESOURCES TO ANY INDIVIDUAL OR ENTITY INVOLVED WITH TERRORISM (INCLUDING ANY INDIVIDUALS ENTITIES OR GROUPS SUBJECT TO OFAC SANCTIONS) OR TO ANYONE WHO ACTS AS AN AGENT FOR SUCH AN INDIVIDUAL OR ENTITY, ANY VIOLATION OF THIS CERTIFICATION MUST BE GROUNDS FOR IMMEDIATE TERMINATION OF THE LETTER OF AGREEMENT AND RETURN OF ALL GRANT FUNDS. THE FREQUENCY AND SCOPE OF RESEARCH PROGRAM'S MONITORING PROCEDURES ARE DETERMINED JOINTLY BY THE RESPONSIBLE PROGRAM MANAGER AND RESPECTIVE GRANT ADMINISTRATOR/FINANCIAL ANALYST. THIS INCLUDES THE ROUTINE RECEIPT AND REVIEW OF THE NARRATIVE AND FINANCIAL REPORTS, A REVIEW OF EXPENSES TO BUDGET, THE OPTION TO PERFORM AUDITS, AND ALLOWS FOR THE PERFORMANCE OF SITE VISITS IF NECESSARY. THE INSTITUTE IS NOTIFIED WHENEVER PROBLEMS DELAYS OR OTHER CONDITIONS DEVELOP WHICH WOULD HAVE SIGNIFICANT IMPACT UPON THE PROJECT. BUDGET REVISIONS ARE ALLOWED WITHIN THE PARAMETERS SET FORTH IN EACH SUB AWARD. THE PAYMENT SCHEDULE AND THE DEGREE OF FLEXIBILITY OFFERED MAY DEPEND ON PREVIOUS EXPERIENCE WITH THE RECIPIENT, THE DEGREE OF EXTERNAL OVERSIGHT BY OTHER PARTIES, AND THE SOPHISTICATION OF THE RECIPIENT'S ADMINISTRATIVE SYSTEMS.
Schedule I (Form 990) Rev. 1-2025



Additional Data


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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1DANIEL R PORTERFIELD
PRESIDENT & CEO 		(i)

(ii)		 797,994
-------------
0 		0
-------------
0 		4,881
-------------
0 		52,213
-------------
0 		56,482
-------------
0 		911,570
-------------
0 		0
-------------
0
2ELLIOT GERSON
EXECUTIVE VICE PRESIDENT 		(i)

(ii)		 486,000
-------------
0 		0
-------------
0 		12,051
-------------
0 		40,879
-------------
0 		46,423
-------------
0 		585,353
-------------
0 		0
-------------
0
3DAVID LANGSTAFF EVP
UNTIL 11/24, SEN. ADV. TO PRES/CEO 		(i)

(ii)		 447,517
-------------
0 		0
-------------
0 		13,071
-------------
0 		52,183
-------------
0 		46,423
-------------
0 		559,194
-------------
0 		0
-------------
0
4ANDREW AXELROD
EVP FINANCE & EBD, TREASURER 		(i)

(ii)		 462,072
-------------
0 		0
-------------
0 		1,898
-------------
0 		34,953
-------------
0 		30,296
-------------
0 		529,219
-------------
0 		0
-------------
0
5JAMES SPIEGELMAN
EXECUTIVE DIRECTOR 		(i)

(ii)		 349,830
-------------
0 		0
-------------
0 		28,197
-------------
0 		51,143
-------------
0 		53,140
-------------
0 		482,310
-------------
0 		0
-------------
0
6STEPHEN PATRICK
EXECUTIVE DIRECTOR 		(i)

(ii)		 369,776
-------------
0 		0
-------------
0 		2,516
-------------
0 		51,896
-------------
0 		57,351
-------------
0 		481,539
-------------
0 		0
-------------
0
7ANNE MOSLE
EXECUTIVE DIRECTOR 		(i)

(ii)		 372,753
-------------
0 		0
-------------
0 		2,516
-------------
0 		51,896
-------------
0 		54,141
-------------
0 		481,306
-------------
0 		0
-------------
0
8VIVIAN SCHILLER
VP, EXECUTIVE DIRECTOR 		(i)

(ii)		 386,299
-------------
0 		0
-------------
0 		4,881
-------------
0 		41,633
-------------
0 		45,710
-------------
0 		478,523
-------------
0 		0
-------------
0
9SUZANNE BERGER
VP, EXECUTIVE DIRECTOR 		(i)

(ii)		 387,874
-------------
0 		22,859
-------------
0 		3,689
-------------
0 		0
-------------
0 		26,560
-------------
0 		440,982
-------------
0 		0
-------------
0
10MARIA ACEBAL
EVP STRATEGY & CORP SECRETARY 		(i)

(ii)		 350,317
-------------
0 		0
-------------
0 		2,516
-------------
0 		39,837
-------------
0 		19,010
-------------
0 		411,680
-------------
0 		0
-------------
0
11JAMES PICKUP
GENERAL COUNSEL 		(i)

(ii)		 278,183
-------------
0 		0
-------------
0 		3,056
-------------
0 		43,423
-------------
0 		48,602
-------------
0 		373,264
-------------
0 		0
-------------
0
12KAYATANYA HENDERSON
EVP, ED CENTER FOR RISING GENERATION 		(i)

(ii)		 144,007
-------------
0 		0
-------------
0 		1,004
-------------
0 		0
-------------
0 		6,670
-------------
0 		151,681
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 DURING THE YEAR ENDING DECEMBER 31, 2024, NON-FIXED, DISCRETIONARY BONUS WAD PAID TO THE BELOW INDIVIDUALS: SUZANNE BERGER, VP, EXECUTIVE DIRECTOR: $22,858
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 28 192,330,215 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED.
PART I, LINE 32B: THE INSTITUTE HAS A WRITTEN GIFT ACCEPTANCE POLICY. IF A DONOR WANTS TO GIVE A GIFT OUTSIDE OF THAT POLICY, IT WILL BE REVIEWED BY SENIOR MANAGEMENT AND, IF NECESSARY, REFERRED TO THE BOARD OF TRUSTEES.
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
THE ASPEN INSTITUTE INC
 
Employer identification number

84-0399006
Return Reference Explanation
FORM 990, PART III, LINE 2 CENTER FOR RISING GENERATIONS IS A NEW PROGRAM EFFORT IN 2024.
FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LESTER CROWN & PAULA CROWN, LAURA HELLER LAUDER & LEONARD LAUDER, AND LYNDA R. RESNICK & WILLIAM RESNICK HAVE FAMILY RELATIONSHIPS.
FORM 990, PART VI, SECTION B, LINE 11B 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 & ENTERPRISE BUSINESS DEVELOPMENT. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE FINAL DRAFT FORM 990 IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE, WHICH INCLUDES THE CHAIR OF THE BOARD OF TRUSTEES. ONCE APPROVED, COPIES ARE THEN DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 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 DOCUMENTS ARE ALL PUBLISHED ON OUR WEBSITE AND MADE AVAILABLE BY REQUEST.
FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 16,729,156. MANAGEMENT AND GENERAL EXPENSES 4,603,969. FUNDRAISING EXPENSES 111,268. TOTAL EXPENSES 21,444,393. CONTRACTUAL INTERNATIONAL STAFF: PROGRAM SERVICE EXPENSES 590,894. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 590,894. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 292,221. MANAGEMENT AND GENERAL EXPENSES 3,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,256. SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 333,969. MANAGEMENT AND GENERAL EXPENSES 3,666,696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000,665. EQUIPMENT/VEHICLE RENTAL: PROGRAM SERVICE EXPENSES 24,003. MANAGEMENT AND GENERAL EXPENSES 396,472. FUNDRAISING EXPENSES 8,456. TOTAL EXPENSES 428,931. TRANSPORTATION & SECURITY SERVICES: PROGRAM SERVICE EXPENSES 800,179. MANAGEMENT AND GENERAL EXPENSES 5,206. FUNDRAISING EXPENSES 320. TOTAL EXPENSES 805,705. MODERATOR EXPENSES: PROGRAM SERVICE EXPENSES 886,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 886,920. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 5,521,927. MANAGEMENT AND GENERAL EXPENSES 1,952,466. FUNDRAISING EXPENSES 64,337. TOTAL EXPENSES 7,538,730.
FORM 990, PART XI, LINE 9: REFUNDED GRANTS 62,217.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version: