THE ASPEN INSTITUTE INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE ASPEN INSTITUTE INC (EIN 84-0399006)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-09-26
IRS object ID: 201432699349300708
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-09-26T09:28:07-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1899 L STREET NW SUITE 900	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	20036	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	840399006	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ASPEN INSTITUTE	BusinessNameLine1

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	200361133	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOLORES GORGONE	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2027361074	PhoneNum
Signature	2014-09-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK H SMITH	PreparerPersonNm
PTIN	P00639053	PTIN
Phone	2028225000	PhoneNum
Preparation	2014-09-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	200361133	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$106,740,444	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ASPENINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	CO	LegalDomicileStateCd
Activity Or Mission	VALUES-BASED LEADERSHIP IN NEUTRAL AND BALANCED VENUE FOR DISCUSSING CRITICAL ISSUES.	ActivityOrMissionDesc
Voting Members Governing Body	64	VotingMembersGoverningBodyCnt
Voting Members Independent	63	VotingMembersIndependentCnt
Total Employee	384	TotalEmployeeCnt
Total Volunteers	180	TotalVolunteersCnt
Total Gross UBI	$9,013,077	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$894,888	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$71,686,768	PYContributionsGrantsAmt
CY Contributions Grants	$68,204,184	CYContributionsGrantsAmt
PY Program Service Revenue	$23,406,105	PYProgramServiceRevenueAmt
CY Program Service Revenue	$24,769,782	CYProgramServiceRevenueAmt
PY Investment Income	$307,436	PYInvestmentIncomeAmt
CY Investment Income	$310,104	CYInvestmentIncomeAmt
PY Other Revenue	$76,977	PYOtherRevenueAmt
CY Other Revenue	-$41,591	CYOtherRevenueAmt
PY Total Revenue	$95,477,286	PYTotalRevenueAmt
CY Total Revenue	$93,242,479	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,282,984	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,834,375	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$29,163,689	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$32,007,958	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,546,368	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,304,932	PYOtherExpensesAmt
CY Other Expenses	$44,283,779	CYOtherExpensesAmt
PY Total Expenses	$72,751,605	PYTotalExpensesAmt
CY Total Expenses	$82,126,112	CYTotalExpensesAmt
PY Revenues Less Expenses	$22,725,681	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,116,367	CYRevenuesLessExpensesAmt
Total Assets BOY	$198,233,363	TotalAssetsBOYAmt
Total Assets EOY	$220,838,386	TotalAssetsEOYAmt
Total Liabilities BOY	$12,229,433	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,337,183	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$186,003,930	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$206,501,203	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE'S MISSION IS TO FOSTER VALUES-BASED LEADERSHIP ENCOURAGING INDIVIDUALS TO REFLECT ON THE IDEALS AND IDEAS THAT DEFINE A GOOD SOCIETY AND TO PROVIDE A NEUTRAL AND BALANCED VENUE FOR DISCUSSING AND ACTING ON CRITICAL ISSUES. [CONTINUED ON SCHED. O] THE INSTITUTE DOES THIS IN FOUR WAYS:SEMINARS, WHICH HELP PARTICIPANTS REFLECT ON WHAT THEY THINK MAKES A GOOD SOCIETY AND ENHANCING THEIR CAPACITY TO SOLVE THE PROBLEMS LEADERS FACE; YOUNG LEADER FELLOWSHIPS AROUND THE GLOBE, WHICH BRING PROVEN LEADERS TOGETHER FOR AN INTENSE MULTI-YEAR PROGRAM AND COMMITMENT; POLICY PROGRAMS, WHICH SERVE AS NONPARTISAN FORUMS FOR ANALYSIS, CONSENSUS-BUILDING AND PROBLEM-SOLVING ON A WIDE VARIETY OF ISSUES; AND PUBLIC PROGRAMS WHICH PROVIDE A COMMONS FOR PEOPLE TO SHARE IDEAS. THE INSTITUTE IS BASED IN WASHINGTON D.C. WITH OPERATIONS IN ASPEN, COLORADO, NEW YORK CITY, AND ON THE WYE RIVER ON MARYLAND'S EASTERN SHORE. IT ALSO HAS AN INTERNATIONAL NETWORK OF PARTNERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$36,745,028	ExpenseAmt
Grant	$5,834,375	GrantAmt
Revenue	$4,004,953	RevenueAmt
Desc	POLICY PROGRAM: THE INSTITUTE'S PROGRAMS ADVANCE PUBLIC AND PRIVATE-SECTOR KNOWLEDGE ON SIGNIFICANT POLICY ISSUES CONFRONTING CONTEMPORARY SOCIETY. THEY CONVENE LEADERS AND EXPERTS TO SEEK CONSTRUCTIVE SOLUTIONS TO CRITICAL PROBLEMS. WHILE EACH PROGRAM IS UNIQUE IN SUBSTANCE AND APPROACH THEY ALL SHARE A COMMITMENT TO ADVANCING BETTER POLICY BY BRINGING DIVERSE PERSPECTIVES TOGETHER IN PURSUIT OF INFORMED DIALOGUE AND EFFECTIVE SOLUTIONS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$14,071,822	ExpenseAmt
Revenue	$8,835,319	RevenueAmt
Desc	CAMPUS ACTIVITIES: THE INSTITUTE CARRIES OUT MUCH OF ITS WORK ON ITS TWO CAMPUSES. IN ASPEN, COLORADO AND ON THE WYE RIVER ON MARYLAND'S EASTERN SHORE WHERE NATURAL BEAUTY AND QUIET SURROUNDINGS ENCOURAGES THOUGHTFUL REFLECTION AND REFRESHES THE MIND, BODY AND SPIRIT.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$7,321,122	ExpenseAmt
Revenue	$8,537,666	RevenueAmt
Desc	PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAM OPENS THE DOORS TO THE PUBLIC, OFFERING OPPORTUNITIES TO ENGAGE IN THOUGHTFUL, NONPARTISAN INQUIRY. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, THE MCCLOSKEY SPEAKER SERIES, THE ASPEN SECURITY FORUM, THE ASPEN CHALLENGE PROGRAM, AND THE ALMA AND JOSEPH GILDENHORN BOOK SERIES. THESE PUBLIC FORUMS ENGAGE OVER 8,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$4,291,145	$969,735	ASPEN GLOBAL LEADERSHIP NETWORK
$1,905,124	$2,214,603	SEMINARS
$844,491	$207,506	OTHER RESTRICTED PROGRAMS

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$7,040,760	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$3,391,844	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$65,178,732	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	521	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	384	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	64	GoverningBodyVotingMembersCnt
Independent Voting Member	63	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ASPEN INSTITUTEDOLORES GORGONE	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	2027361074	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE DUPONT CIRCLE NW NO 700	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	200361133	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT K STEEL
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
LEONARD A LAUDER
CHAIRMAN EMERITUS	0.30	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM E MAYER
CHAIRMAN EMERITUS	0.30	Yes (X)	Yes (X)	$0	$0	$0
MADELEINE K ALBRIGHT
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PAUL F ANDERSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MERCEDES BASS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RICHARD BRADDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BETH BROOKE-MARCINIAK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MELVA BUCKSBAUM
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM D BUDINGER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
STEPHEN L CARTER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CESAR CONDE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES SCHINE CROWN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANDREA CUNNINGHAM
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JOHN DOERR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
THELMA DUGGIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SYLVIA A EARLE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL EISNER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
L BROOKS ENTWISTLE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LEONHARD FISCHER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ALAN FLETCHER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CORINNE MICHAELA FLICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HENRIETTA HOLSMAN FORE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANN B FRIEDMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HENRY LOUIS GATES JR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MIRCEA D GEOANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID GERGEN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GERALD GREENWALD
TRUSTEE	0.30	Yes (X)		$0	$0	$0
PATRICK W GROSS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ARJUN GUPTA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JANE HARMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HAYNE HIPP
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GERALD D HOSIER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANN FRASHER HUDSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ROBERT J HURST
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL R KLEIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
YOTARO KOBAYASHI
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID H KOCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
TIMOTHY K KRAUSKOPF
TRUSTEE	0.30	Yes (X)		$0	$0	$0
FREDERIC V MALEK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES MANYIKA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
BONNIE PALMER MCCLOSKEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID MCCORMICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNE WELSH MCNULTY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DIANE L MORRIS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
KARLHEINZ MUHR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CLARE MUNANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JERRY MURDOCK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARC B NATHANSON
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WILLIAM A NITZE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
HER MAJESTY QUEEN NOOR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JACQUELINE NOVOGRATZ
TRUSTEE	0.30	Yes (X)		$0	$0	$0
OLARA A OTUNNU
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ELAINE PAGELS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CHARLES POWELL
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL K POWELL
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MARGOT PRITZKER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LYNDA RESNICK
TRUSTEE	0.30	Yes (X)		$0	$0	$0
CONDOLEEZZA RICE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAMES E ROGERS
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ISAAC O SHONGWE
TRUSTEE	0.30	Yes (X)		$0	$0	$0
ANNA DEAVERE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHELLE SMITH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
JAVIER SOLANA
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GAUTAM THAPAR
TRUSTEE	0.30	Yes (X)		$0	$0	$0
LAURIE TISCH
TRUSTEE	0.30	Yes (X)		$0	$0	$0
GIULIO TREMONTI
TRUSTEE	0.30	Yes (X)		$0	$0	$0
RODERICK VON LIPSEY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
VIN WEBER
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MICHAEL ZANTOVSKY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
WALTER ISAACSON
PRESIDENT/CEO	40.00	Yes (X)	Yes (X)	$785,510	$0	$67,826
ELLIOT GERSON
EXECUTIVE VP	40.00		Yes (X)	$340,008	$0	$67,830
AMY MARGERUM
EXEC. VP/CORPORATE S.	40.00		Yes (X)	$342,034	$0	$58,844
PETER REILING
EXECUTIVE VP	40.00		Yes (X)	$339,809	$0	$67,806
SUSAN SHERWIN
EXECUTIVE VP	40.00		Yes (X)	$290,600	$0	$58,878
DOLORES GORGONE
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$281,972	$0	$41,571
DAN GLICKMAN
EXECUTIVE DIRECTOR-CONGRESS	40.00			$316,763	$0	$29,060	Yes (X)
CHARLIE FIRESTONE
EXEC. DIR. C&S	40.00			$302,087	$0	$58,875	Yes (X)
MICKEY EDWARDS
DIR. RODEL	40.00			$285,117	$0	$49,333	Yes (X)
CHARLES BAILEY
DIRECTOR AGENT ORANGE	40.00			$250,132	$0	$54,908	Yes (X)
MARGARET CLARK
VICE PRES. POLICY PROGRAMS	40.00			$251,712	$0	$58,528	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,785,744	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$613,459	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	71	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
CIVIC ENTERPRISES
1101 14TH STREET NW	WASHINGTON	DC	20005	RESEARCH & SURVEY	$655,420
COLORADO AUDIO VISUAL INC
409 AABC SUITE B	ASPEN	CO	81611	AV CONSULTANTS	$604,189
THE PARTHENON GROUP LLC
50 ROWES WHARF	BOSTON	MA	02110	STRATEGIC PLANNING	$451,925
RAFFA PC
1899 L STREET NW SUITE 900	WASHINGTON	DC	20036	AUDIT, TAX, RISK ASSESSMENT	$235,769
I THREE GRAPHICSMNM DESIGN LLC
23400 TWO RIVER ROAD	BASALT	CO	81621	PROGRAM MATERIALS PRODUCTION	$214,170

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	47	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,668,117	FundraisingAmt
Government Grants	$911,299	GovernmentGrantsAmt
All Other Contributions	$65,624,768	AllOtherContributionsAmt
Noncash Contributions	$427,342	NoncashContributionsAmt
Total Contributions	$68,204,184	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONF./FACILITY FEES	531390	$8,835,319	$8,835,319
CONTRACT REVENUE	900099	$8,067,884		$8,067,884
SEMINAR FEES	900099	$7,846,885		$7,846,885
BOOK SALES	900099	$19,694		$19,694

Field	Value	IRS element (for citing)
Total Program Service Revenue	$24,769,782	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$220,858	TotalRevenueColumnAmt
Unrelated Business Revenue	$22,445	UnrelatedBusinessRevenueAmt
Exclusion	$198,413	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$128,757	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$75,194	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$53,563	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,563	TotalRevenueColumnAmt
Exclusion	$53,563	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$12,641,725	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,550,970	SecuritiesAmt
Other	$1,509	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$90,755	SecuritiesAmt
Other	-$1,509	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$89,246	TotalRevenueColumnAmt
Exclusion	$89,246	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$214,025	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,668,117	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$870,292	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$656,267	TotalRevenueColumnAmt
Exclusion	-$656,267	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME	900099	$398,612	$398,612
ADVERTISING INCOME	541800	$155,313		$155,313
SUBLEASE INCOME	900099	$7,188	$7,188

Field	Value	IRS element (for citing)
Other Revenue Total	$561,113	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,242,479	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,934,463	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,013,077	UnrelatedBusinessRevenueAmt
Exclusion	$90,755	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,442,337	TotalAmt
Program Services	$5,442,337	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$83,038	TotalAmt
Program Services	$83,038	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$309,000	TotalAmt
Program Services	$309,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,742,688	TotalAmt
Program Services	$322,106	ProgramServicesAmt
Management And General	$2,071,104	ManagementAndGeneralAmt
Fundraising	$349,478	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$22,767,072	TotalAmt
Program Services	$17,363,933	ProgramServicesAmt
Management And General	$4,448,916	ManagementAndGeneralAmt
Fundraising	$954,223	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,383,966	TotalAmt
Program Services	$1,865,487	ProgramServicesAmt
Management And General	$364,163	ManagementAndGeneralAmt
Fundraising	$154,316	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,456,496	TotalAmt
Program Services	$1,965,012	ProgramServicesAmt
Management And General	$383,592	ManagementAndGeneralAmt
Fundraising	$107,892	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,657,736	TotalAmt
Program Services	$1,297,202	ProgramServicesAmt
Management And General	$253,228	ManagementAndGeneralAmt
Fundraising	$107,306	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$65,551	TotalAmt
Program Services	$21,253	ProgramServicesAmt
Management And General	$44,298	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$176,162	TotalAmt
Program Services	$3,230	ProgramServicesAmt
Management And General	$172,932	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$41,131	TotalAmt
Management And General	$41,131	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$18,312,850	TotalAmt
Program Services	$18,078,027	ProgramServicesAmt
Management And General	$119,621	ManagementAndGeneralAmt
Fundraising	$115,202	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$64,665	TotalAmt
Program Services	$60,084	ProgramServicesAmt
Management And General	$3,081	ManagementAndGeneralAmt
Fundraising	$1,500	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,858,675	TotalAmt
Program Services	$2,001,931	ProgramServicesAmt
Management And General	$1,651,774	ManagementAndGeneralAmt
Fundraising	$204,970	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,221,621	TotalAmt
Program Services	$1,311,548	ProgramServicesAmt
Management And General	$849,076	ManagementAndGeneralAmt
Fundraising	$60,997	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,175,160	TotalAmt
Program Services	$1,761,025	ProgramServicesAmt
Management And General	$345,752	ManagementAndGeneralAmt
Fundraising	$68,383	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,980,118	TotalAmt
Program Services	$8,585,070	ProgramServicesAmt
Management And General	$195,186	ManagementAndGeneralAmt
Fundraising	$199,862	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$746,411	TotalAmt
Program Services	$746,411	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,392,464	TotalAmt
Program Services	$1,271,348	ProgramServicesAmt
Management And General	$96,343	ManagementAndGeneralAmt
Fundraising	$24,773	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,505	TotalAmt
Management And General	$5,505	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,937,889	TotalAmt
Management And General	$2,937,889	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$252,014	TotalAmt
Program Services	$35	ProgramServicesAmt
Management And General	$251,979	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PUBLICATIONS	$1,467,119	$1,279,347	$162,673	$25,099
PARTNER REIMBURSEMENTS	$1,094,756	$1,094,756
SCHOLARSHIPS & AWARDS	$177,410	$177,410
BAD DEBT	$170,900	$4,330		$166,570

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$143,378	TotalAmt
Program Services	$134,812	ProgramServicesAmt
Management And General	$2,769	ManagementAndGeneralAmt
Fundraising	$5,797	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$82,126,112	TotalAmt
Program Services	$65,178,732	ProgramServicesAmt
Management And General	$14,401,012	ManagementAndGeneralAmt
Fundraising	$2,546,368	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$45,245	BOYAmt
EOY	$3,476	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,568,842	BOYAmt
EOY	$7,250,292	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$40,208,764	BOYAmt
EOY	$43,854,378	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,807,680	BOYAmt
EOY	$1,922,553	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$109,995	BOYAmt
EOY	$115,860	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$467,228	BOYAmt
EOY	$709,031	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$92,075,470	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$39,191,720	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$54,972,179	BOYAmt
EOY	$52,883,750	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$24,493,103	BOYAmt
EOY	$28,882,527	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$70,422,373	BOYAmt
EOY	$85,115,047	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$137,954	BOYAmt
EOY	$101,472	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$198,233,363	BOYAmt
EOY	$220,838,386	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,902,256	BOYAmt
EOY	$5,716,997	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$401,600	BOYAmt
EOY	$1,072,246	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,721,804	BOYAmt
EOY	$4,722,579	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,203,773	BOYAmt
EOY	$2,825,361	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,229,433	BOYAmt
EOY	$14,337,183	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$79,246,212	BOYAmt
EOY	$83,941,397	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$63,305,712	BOYAmt
EOY	$75,756,841	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$43,452,006	BOYAmt
EOY	$46,802,965	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$186,003,930	BOYAmt
EOY	$206,501,203	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$198,233,363	BOYAmt
EOY	$220,838,386	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$11,116,367	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,380,906	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$46,041,356	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$49,443,174	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$49,664,114	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,686,768	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,204,184	CurrentTaxYearAmt
Total	$285,039,596	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$46,041,356	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$49,443,174	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$49,664,114	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$71,686,768	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,204,184	CurrentTaxYearAmt
Total	$285,039,596	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$27,755,449	SubstantialContributorsTotAmt
Public Support Total170	$257,284,147	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$574,674	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$769,891	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$479,603	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$347,151	CurrentTaxYearMinus1YearAmt
Current Tax Year	$356,792	CurrentTaxYearAmt
Total	$2,528,111	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$324,107	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$235,057	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$402,809	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$485,061	CurrentTaxYearMinus1YearAmt
Current Tax Year	$398,612	CurrentTaxYearAmt
Total	$1,845,646	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$289,413,353	TotalSupportAmt
Gross Receipts Rltd Activities	$65,244,451	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.88900	PublicSupportCY170Pct
Public Support PY170	0.88320	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2009 AMOUNT: $ 324,107. 2010 AMOUNT: $ 235,057. 2011 AMOUNT: $ 402,809. 2012 AMOUNT: $ 485,061. 2013 AMOUNT: $ 398,612.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	1	TotalEasementsCnt
Total Acreage	250.38	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	5.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$0	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$40,000	RevenuesIncludedAmt
Assets Included	$624,265	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$28,840,212	BeginningYearBalanceAmt
Contributions	$5,059,542	ContributionsAmt
Investment Earnings Or Losses	$5,032,286	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,510,020	OtherExpendituresAmt
End Year Balance	$37,422,020	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.26160	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.62110	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.11730	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$69,135,351	OtherCostOrOtherBasisAmt
Depreciation	$28,544,748	DepreciationAmt
Book Value	$40,590,603	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,003,188	OtherCostOrOtherBasisAmt
Depreciation	$4,301,247	DepreciationAmt
Book Value	$701,941	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,309,267	OtherCostOrOtherBasisAmt
Depreciation	$6,345,725	DepreciationAmt
Book Value	$963,542	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$52,883,750	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENT CONTRACT	$416,416	F
LIMITED PARTNERSHIPS	$84,698,631	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$85,115,047	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
CAPITAL LEASE OBLIGATIONS	$138,677
DEFERRED COMPENSATION	$2,686,684

Field	Value	IRS element (for citing)
Total Liability	$2,825,361	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$103,664,060	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,380,906	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$136,320	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$9,517,226	RevenueNotReportedAmt
Revenue Subtotal	$94,146,834	RevenueSubtotalAmt
Investment Expenses Not Incld	$41,131	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$945,486	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$904,355	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$93,242,479	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$83,166,787	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$136,320	DonatedServicesUseFcltsAmt
Expenses Not Reported	$136,320	ExpensesNotReportedAmt
Expenses Subtotal	$83,030,467	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$41,131	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$945,486	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$904,355	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$82,126,112	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 5:	ASPEN CONTINUES TO COMPLY WITH TERMS OF CONTRACT GOVERNING THE CONSERVATION EASEMENT HELD, WHICH INCLUDES PROTECTION OF NATURAL HABITAT.
PART II, LINE 9:	ASPEN HOLDS A CONSERVATION EASEMENT ON THE BALANCE SHEET AND THE CONTRIBUTED PARCEL OF LAND WAS BOOKED AS REVENUE FOR THE YEAR IT WAS GIFTED.
PART III, LINE 4:	AT OUR ASPEN MEADOWS CAMPUS, ASPEN, COLORADO, WE HAVE A LARGE COLLECTION OF ART THAT IS ON DISPLAY BOTH IN GALLERIES AND PUBLIC SPACES. IT IS ENJOYED BY GUESTS WHO VISIT AND STAY AT OUR RESORT. THIS ART COLLECTION IS MADE UP OF PHOTOS FROM FRANZ BERKO, OFFICIAL PHOTOGRAPHER FOR THE INSTITUTE, AS WELL AS ART IN VARIOUS MEDIUMS BY HERBERT BAYER. BAYER WAS THE ARCHITECT FOR OUR CAMPUS, AND ALSO DESIGNED SEVERAL OF THE LAND FORMS THROUGHOUT OUR PROPERTY. ONE GALLERY ON PROPERTY IS DEDICATED SOLELY TO THE WORK OF BAYER
PART V, LINE 4:	4.5% OF A 12 QUARTER ROLLING AVERAGE OF THE FUNDS ARE USED TO FUND PROGRAMMATIC WORK OF THE INSTITUTE.
PART X, LINE 2:	THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES -870,292. RENTAL EXPENSES -75,194.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SPECIAL EVENT EXPENSES -870,292. RENTAL EXPENSES -75,194.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$18,137
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITES	$98,888
EUROPE (INCLUDING ICELAND & GREENLAND) -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$391,217
MIDDLE EAST AND NORTH AFRICA -	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$172,126
NORTH AMERICA - CANADA AND MEXICO, BUT	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$152,340
SOUTH AMERICA - ARGENTINA, BOLIVIA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$106,204
SOUTH ASIA - AFGHANISTAN, BANGLADESH,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$1,031,284
SUB-SAHARAN AFRICA - ANGOLA,	PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION.	GRANTS, MEETINGS AND PROGRAMMATIC ACTIVITIES.	$556,760

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$2,526,956	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$2,526,956	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	SUPPORT ACTIVTIES OF ANDE BRAZILIAN CHAPTER.	$32,000	WIRE TRANSFER
SOUTH ASIA	TO SUPPORT THE CONVENING OF THE PLANNED IN-PERSON DIALOGUE MEETING IN NEW DEHLI ON APRIL 18, 2013, AND ADDITIONAL TRACK II DIALOGUE MEETING(S) AND OTHER PROGRAMMATIC ACTIVITIES RELATED TO DIALOGUES.	$127,000	WIRE TRANSFER
SUB-SAHARAN AFRICA	TO DEVELOP THE CAPACITY OF WOMEN ENTREPRENEURS ON ASSEMBLING TENDER DOCUMENTS AND RAISING FINANCES TO WIN GOVERNMENT CONTRACTS.	$50,000	WIRE TRANSFER
SOUTH ASIA	TO SUPPORT SKILL BUILDING, MENTOR SUPPORT AND ACCESS TO RESOURCES FOR WOMEN ENTREPRENEURSHIP.	$50,000	WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)	TO SUPPORT THE ADOPTION OF BEST PRATICES AND NEW MODELS FOR SUPPORTING WOMEN-LED SMALL AND GROWING BUSINESSES.	$50,000	WIRE TRANSFER
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	LEADERSHIP PROJECT FOR INDIA LEADERSHIP INITIATIVE	$195,000	WIRE TRANSFER

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	6	TotalOtherOrgCnt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	ANNUAL DINNER	NameOfEvent1Amt
Gross Receipts Event1	$1,189,400	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,084,625	CharitableContriEvent1Amt
Gross Revenue Event1	$104,775	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$9,052	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$104,932	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$282,328	OtherDirectExpensesEvent1Amt
Name Of Event2	SUMMER BENEFIT DINNER	NameOfEvent2Amt
Gross Receipts Event2	$439,292	GrossReceiptsEvent2Amt
Charitable Contri Event2	$395,542	CharitableContriEvent2Amt
Gross Revenue Event2	$43,750	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$174	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$764	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$266,862	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$253,450	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$187,950	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$65,500	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$4,493	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$1,827	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$199,860	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,882,142	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,668,117	CharitableContributionsTotAmt
Gross Revenue Total Events	$214,025	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$13,719	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$107,523	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$749,050	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$870,292	DirectExpenseSummaryEventsAmt
Net Income Summary	-$656,267	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ACTION EAST INC
80 MAIDEN LANE	NEW YORK	NY	10038	113317234	501(C)(3)	$5,250	ASSIST FIELD WITH THE QUALITATIVE INTERVIEWS BY SELECTING BUSINESSES AND EMPLOYEES TO BE INTERVIEWED AND RECRUTING AND ORGANIZING THE INTERVIEWS.
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20016	530196549	501(C)(3)	$9,100	PARTIAL INTERNSHIP FOR NATIVE STUDENTS.
ARTHA NETWORKS INC
72 PARTRIDGE LANE	BELMONT	MA	02748	460992972	501(C)(3)	$50,000	TO HELP LAUNCH AN APP STORE FOR SGBS.
BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREET	BOSTON	MA	02109	042676661	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
CAPITAL WORKFORCE PARTNERS
ONE UNION PLACE	HARTFORD	CT	06103	061013293	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
CIVIC CONSULTING ALLIANCE
21 S CLARK STREET	CHICAGO	IL	60603	450467524	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
COLLEGE AND COMMUNITY FELLOWSHIP INC
457 RIVERSIDE DRIVE	NEW YORK	NY	10115	311720017	501(C)(3)	$35,000	PILOTING, SCALING, OR REPLICATION OF TWO GENERATION MODELS.
COMMUNICATIONS CONSORTIUM MEDIA CENTER
401 9TH STREET NW	WASHINGTON	DC	20004	521524972	501(C)(3)	$118,335	TO CAPTURE THE VOICES AND PERSPECTIVES OF PARENTS AND CHILDREN ON ASPIRATIONS, EDUCATION, ECONOMIC SUPPORTS AND SOCIAL CAPITAL.
COMMUNITY CENTER FOR EDUCATION RESULTS
2100 24TH AVENUE SOUTH	SEATTLE	WA	98144	271667560	501(C)(3)	$500,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
ERM LOW CARBON ENTERPRISE FUND FOUNDATION
75 VALLEY STREAM PARKWAY	MALVERN	PA	19355	451668955	501(C)(3)	$50,000	ADDRESS THE KNOWLEDGE GAP INHIBITING CAPITAL FLOWS TO INVENTIVE, TECHNOLOGY-BASED VENTURES.
EVANSTON COMMUNITY FOUNDATION
1007 CHURCH STREET	EVANSTON	IL	60201	363466802	501(C)(3)	$100,000	THE DEVELOPMENT OF A PILOT TWO-GENERATION PROGRAM THAT PROVIDES HIGH QUALITY EARLY CHILDHOOD EDUCATION FOR LOW-INCOME CHILDREN AND EDUCATION SUPPORTS AND EMPLOYMENT OPPORTUNITIES WITH FAMILY-SUPPORTING WAGES FOR THEIR PARENTS IN EVANSTON, ILLINOIS.
EXCELLENT SCHOOLS DETROIT
11938 FRANKLIN STREET	DETROIT	MI	48207	274616034	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
FAMILY LEAGUE OF BALTIMORE CITY INC
2305 N CHARLES STREET	BALTIMORE	MD	21218	521734848	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
FUNDWELL INC
233 SOUTH WAKER DRIVE	CHICAGO	IL	60606	900858061		$10,000	MCNULTY PRIZE - RECOGNIZING EXCEPTIONAL LEADERSHIP PROJECTS.
GREATER NEW ORLEANS AFTERSCHOOL PARTNERSHIP
1618 ST CHARLES AVENUE	NEW ORLEANS	LA	70130	261272143	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
HUMBOLDT AREA FOUNDATION
373 INDIANOLA ROAD	BAYSIDE	CA	95524	237310660	501(C)(3)	$50,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
I-DEV INTERNATIONAL
78 EAST 3RD STREET SUITE 2R	NEW YORK	NY	10003	270726804	501(C)(3)	$130,000	EVALUATING HOUSEHOLD LEVEL IMPACTS OF SMALL AND GROWING BUSINESSES AND IMPACT INVESTING IN PERU.
INTERSECT FUND CORPORATION
PO BOX 5653	NEW BRUNSWICK	NJ	08903	364636828	501(C)(3)	$5,000	TO SUPPORT PARTICIPATION IN THE UNIVERSITY BASED MICROENTERPRISE PROGRAMS PROJECT.
JOBS FOR THE FUTURE INC
88 BROAD STREET 8TH FLOOR	BOSTON	MA	02110	061164568	501(C)(3)	$200,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
JOBSFIRSTNYC
11 PARK PLACE	NEW YORK	NY	10007	412242653	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
JUSTINE PETERSEN HOUSING & REINVESTMENT
1023 N GRAND BOULEVARD	ST LOUIS	MO	63106	431769074	501(C)(3)	$30,000	TO SUPPORT PARTICIPATION IN THE ASSET BUILDING THROUGH CREDIT PILOT PROJECT.
KINGSBOROUGH COMMUNITY COLLEGE FOUNDATION
2001 ORIENTAL BOULEVARD	BROOKLYN	NY	11235	112620778	501(C)(3)	$100,000	COMPETITION PRIZE THAT HONORS COMMUNITY COLLEGES THAT STRIVE FOR AND ACHIEVE EXCEPTIONAL LEVELS OF SUCCESS FOR ALL STUDENTS.
LAKE AREA TECHNICAL INSTITUTE
PO BOX 730	WATERTOWN	SD	57201	466001273	501(C)(3)	$100,000	COMPETITION PRIZE THAT HONORS COMMUNITY COLLEGES THAT STRIVE FOR AND ACHIEVE EXCEPTIONAL LEVELS OF SUCCESS FOR ALL STUDENTS.
LOCAL INITIATIVES SUPPORT CORPORATION
501 SEVENTH AVENUE	NEW YORK	NY	10018	133030229	501(C)(3)	$50,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
MCINTOSH SUSTAINABLE ENVIRONMENT AND ECONOMIC DEVELOPMENT
210 MUNRO STREET	DARIEN	GA	31305	582556194	501(C)(3)	$6,000	TO PARTICIPATE IN ROOTING WEALTH THAT STICKS FORUM.
METHOD PRODUCTS PBC
637 COMMERCIAL STREET	SAN FRANCISCO	CA	94111	943369550		$10,000	MCNULTY PRIZE - RECOGNIZING EXCEPTIONAL LEADERSHIP PROJECTS.
MIAMI DADE COLLEGE
11011 SW 104TH STREET	MIAMI	FL	33176	591210485	501(C)(3)	$35,000	DEVELOP AN EXPANDED PARTNERSHIP WITH THE FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES.
MISSION ECONOMIC DEVELOPMENT AGENCY
2031 MISSION STREET	SAN FRANCISCO	CA	94110	510187791	501(C)(3)	$34,125	TO PARTICIPATE IN EVALUATION AND PEER LEARNING PROCESS MANGAGED BY FIELD.
NEW MARKETS LAB
1100 17TH STREET	WASHINGTON	DC	20036	273977364	501(C)(3)	$50,000	TO SUPPORT DEVELOPING LEGAL TOOLS TAILORED TO WOMEN ENTREPRENEURS IN EAST AFRICA.
NORTHWESTERN UNIVERSITY
633 CLARK STREET	EVANSTON	IL	60208	362167817	501(C)(3)	$100,000	TO DESIGN AND TEST THE IMPACT OF PROACTIVE CREATION OF PARENTAL NETWORKS ON CHILD AND FAMILY OUTCOMES, DETERMINING IF LEVERAGING PARENTAL NETWORKS WILL SUPPORT IMPROVED OUTCOMES IN HEAD START PROGRAMS.
PACIFIC ASIAN CONSORTIUM IN EMPLOYMENT
1055 WILSHIRE BLVD	LOS ANGELES	CA	90017	510192025	501(C)(3)	$35,875	TO PARTICIPATE IN EVALUATION AND PEER LEARNING PROCESS MANGAGED BY FIELD.
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA	SAN JOSE	CA	95106	941583439	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
ROSE COMMUNITY FOUNDATION
600 SOUTH CHERRY STREET	DENVER	CO	80246	840920862	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
SAN DIEGO WORKFORCE PARTNERSHIP
3910 UNIVERSITY AVENUE	SAN DIEGO	CA	92105	330660504	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
SAN FRANCISCO CHILD ABUSE PREVENTION CENTER
1757 WALLER STREET	SAN FRANCISCO	CA	94117	942455072	501(C)(3)	$50,000	TO DEVELOP A PARENT-CHILD PROTECTIVE FRAMEWORK TO IMPROVE FAMILIAL SOCIAL CAPITAL AND MENTAL HEALTH FOR LONG-TERM ECONOMIC SUCCESS.
SANTA BARBARA COMMUNITY COLLEGE DISTRICT
721 CLIFF DRIVE	SANTA BARBARA	CA	93109	770070782	501(C)(3)	$400,000	COMPETITION PRIZE THAT HONORS COMMUNITY COLLEGES THAT STRIVE FOR AND ACHIEVE EXCEPTIONAL LEVELS OF SUCCESS FOR ALL STUDENTS.
SKILLS FOR CHICAGOLANDS FUTURE
191 NORTH WACKER DRIVE	CHICAGO	IL	60606	451287418	501(C)(3)	$30,000	BEGIN ASESSEING DEMAND DRIVEN CONSULTING SERVICES IN OTHER COMMUNITIES.
THE HOPI FOUNDATION
PO BOX 301	KYKOTSMOVI	AZ	86039	742488628	501(C)(3)	$50,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
THE PHILADELPHIA YOUTH NETWORK
714 MARKET STREET	PHILADELPHIA	PA	19106	232993155	501(C)(3)	$499,397	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
UNITE LA INC
350 SOUTH BIXEL STREET	LOS ANGELES	CA	90017	820576380	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
UNITED WAY OF METROPOLITAN ATLANTA
PO BOX 2692	ATLANTA	GA	30301	580566194	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA
330 N COMMERCE PARK LOOP	TUCSON	AZ	85745	860098932	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
UNIVERSITY OF SOUTHERN MAINE
96 FALMOUTH STREET	PORTLAND	ME	04104	016000769	501(C)(3)	$75,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
UNIVERSITY OF TEXAS AT AUSTIN
1616 GUADALUPE STREET SUITE 3206	AUSTIN	TX	78701	746000203	501(C)(3)	$41,800	TO PRODUCE A SINGLE VOLUME ENTITLED THE ASPEN INSTITUTE TWO GENERATION ANTHOLOGY.
UNIVERSITY OF TEXAS AT AUSTIN-CHARLES A DANA CENTER
1616 GUADALUPE STREET SUITE 3206	AUSTIN	TX	78701	746000203	501(C)(3)	$220,883	SUPPORT DISTRICT TEAMS IN THE IMPLEMENTATION OF THE CCSS IN MATHEMATICS, ENGLISH LANGUAGE ARTS AND LITERACY IN HISTORY, SOCIAL STUDIES, SCIENCE AND TECHNICAL STUDIES.
URBAN STRATEGIES COUNCIL
1720 BROADWAY AVENUE	OAKLAND	CA	94612	943044453	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
VILCAP INC
2200 CENTRY PARKWAY	ATLANTA	GA	30345	274059343	501(C)(3)	$31,250	ENGAGE GRANTEE IN MAPPING INCUBATION AND ACCELERATION MODELS IN EMERGING MARKETS.
WALLA WALLA COMMUNITY COLLEGE
500 TAUSICK WAY	WALLA WALLA	WA	99362	910821964	501(C)(3)	$400,000	COMPETITION PRIZE THAT HONORS COMMUNITY COLLEGES THAT STRIVE FOR AND ACHIEVE EXCEPTIONAL LEVELS OF SUCCESS FOR ALL STUDENTS.
WORKFORCE SOLUTIONS CAPITAL AREA WORKFORCE BOARD
6505 AIRPORT BOULEVARD	AUSTIN	TX	78752	742327454	501(C)(3)	$100,000	DEVELOP IMPROVED EDUCATION AND EMPLOYMENT OUTCOMES FOR OPPORTUNITY YOUTH.
WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
312 SUTTER STREET	SAN FRANCISCO	CA	94108	941156356	501(C)(3)	$60,000	DESIGN, PLANNING AND EXECUTION OF THE 2013 ANNUAL MEETING AND SUPPORTING MEETINGS TAKING PLACE IN 2013 ND 2014.

Field	Value	IRS element (for citing)
Total501c3 Org	48	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
HONORARIUM	20	$31,722
SCHOLARSHIP AWARDS	26	$26,700
TRAVEL ASSISTANCE	6	$24,416

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WALTER ISAACSON
PRESIDENT/CEO	$781,187	$0	$0	$0	$4,323	$0	$38,250	$0	$29,576	$0	$853,336	$0	$0	$0
ELLIOT GERSON
EXECUTIVE VP	$337,285	$0	$0	$0	$2,723	$0	$38,250	$0	$29,580	$0	$407,838	$0	$0	$0
AMY MARGERUM
EXEC. VP/CORPORATE S.	$340,076	$0	$0	$0	$1,958	$0	$38,250	$0	$20,594	$0	$400,878	$0	$0	$0
PETER REILING
EXECUTIVE VP	$338,035	$0	$0	$0	$1,774	$0	$38,250	$0	$29,556	$0	$407,615	$0	$0	$0
SUSAN SHERWIN
EXECUTIVE VP	$282,102	$0	$0	$0	$8,498	$0	$38,250	$0	$20,628	$0	$349,478	$0	$0	$0
DOLORES GORGONE
CHIEF FINANCIAL OFFICER	$280,146	$0	$0	$0	$1,826	$0	$38,250	$0	$3,321	$0	$323,543	$0	$0	$0
DAN GLICKMAN
EXECUTIVE DIRECTOR-CONGRESS	$309,000	$0	$0	$0	$7,763	$0	$25,500	$0	$3,560	$0	$345,823	$0	$0	$0
CHARLIE FIRESTONE
EXEC. DIR. C&S	$296,848	$0	$0	$0	$5,239	$0	$38,250	$0	$20,625	$0	$360,962	$0	$0	$0
MICKEY EDWARDS
DIR. RODEL	$276,619	$0	$0	$0	$8,498	$0	$38,250	$0	$11,083	$0	$334,450	$0	$0	$0
CHARLES BAILEY
DIRECTOR AGENT ORANGE	$244,893	$0	$0	$0	$5,239	$0	$25,245	$0	$29,663	$0	$305,040	$0	$0	$0
MARGARET CLARK
VICE PRES. POLICY PROGRAMS	$249,938	$0	$0	$0	$1,774	$0	$38,162	$0	$20,366	$0	$310,240	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$40,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	16	ContributionCnt
Noncash Contributions Rpt F990	$374,529	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	SOFTWARE LIC.	1	$6,700	FMV
Yes (X)	DINNER WINE	1	$6,113	FMV

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	THE INSTITUTE HAS A WRITTEN GIFT ACCEPTANCE POLICY THAT IF A DONOR WANTS TO GIVE A GIFT OUTSIDE OF THAT POLICY, IT WOULD BE REVIEWED BY SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS IF NECESSARY.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE FEDERAL FORM 990 OF THE INSTITUTE IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM IN WHICH INFORMATION IS OBTAINED FROM INSTITUTE'S STAFF. ONCE THE INITIAL DRAFT IS PREPARED IT IS REVIEWED BY SR. FINANCE/ACCOUNTING AND COMMUNICATIONS STAFF. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE SECOND DRAFT FORM 990 IS REVIEWED BY AN APPOINTED MEMBER OF THE AUDIT COMMITTEE ALONG WITH THE CFO AND DIRECTOR OF ACCOUNTING. IF NECESSARY, CHANGES ARE MADE AND ANOTHER DRAFT IS ISSUED. THE FINAL DRAFT FORM 990 IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE. ONCE APPROVED, COPIES ARE THEN DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE INSTITUTE'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OF THE INSTITUTE, DIRECTOR, OR TRUSTEE. THE MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN A DISCLOSURE WHEN THEY BECOME TRUSTEES AND ANNUALLY WHILE THEY SERVE. THEY ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST; AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE INSTITUTE UTILIZES AN EXTERNAL CONSULTANT TO REVIEW ALL SALARIES OF THE INSTITUTE INCLUDING TOP MANAGEMENT OFFICIALS. THE CONSULTANT PERFORMS MARKET COMPARISONS WITHIN OUR PEER ORGANIZATIONS AND MAKES RECOMMENDATIONS ON SALARY LEVELS FOR POSITIONS. THE SALARY LEVELS ARE BASED ON PERCENTAGES OF THE PEER ORGANIZATIONS. THE INSTITUTE STRIVES TO STAY AT THE 50% LEVEL OF OUR COMPARATIVE ORGANIZATIONS. THE CEO AND OTHER OFFICERS SALARIES ARE REVIEWED BY THIS CONSULTANT AND THEN PRESENTED TO THE COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE. THE SALARIES ARE VETTED IN THIS SUB-COMMITTEE AND A RECOMMENDATION IS MADE TO THE FULL BOARD FOR APPROVAL IN THE EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 990, AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTANTS: PROGRAM SERVICE EXPENSES 5,360,129. MANAGEMENT AND GENERAL EXPENSES 119,621. FUNDRAISING EXPENSES 115,202. TOTAL EXPENSES 5,594,952. CONFERENCE CENTER MANAGEMENT - DOLCE & MARRIOTT: PROGRAM SERVICE EXPENSES 12,717,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,717,898.