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Aspen Tr Iq Eq Trust Company US at a glance

· Private foundation

Aspen Tr Iq Eq Trust Company US

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.8M
Granted FY2023
23
Grants FY2023
8
States reached
$1.4M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

57% of Aspen Tr Iq Eq Trust Company US’s FY2024 grant dollars went to Pef Israel Endowment Funds Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Aspen Tr Iq Eq Trust Company US named its own grantees at scale: 11 organizations, $2M. It is dated, not current.

Organizations named directly on the return

8
’21
10
’22
11
’23
10
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Arts & Culture$3.2MInternational$429kEducation$72kFood & Nutrition$66kHuman Services$61kReligion$33kYouth Development$32kEnvironment$26kOther$0
02FY2023 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k15 grants · $72k
  • $10k–50k5 grants · $102k
  • $50k–250k2 grants · $229k
  • $250k+1 grant · $1.4M
$5,000
Median grant
8
States reached
$7.5M
Total assets
Largest grants
RecipientAmount
ARTNOW INTERNATIONAL INC$1,350,000
PEF ISRAEL ENDOWMANT FUNDS INC$171,110
NEW ISRAEL FUND$57,500
OPEN UNIVERSITY OF ISRAEL$35,000
BIRCH PROJECT$19,000
ACTA NON VERBA FARM$16,000
18 REASONS$16,000
HEPPA$16,000
Individual grant recipient$8,000
CURYJ$8,000
INSTITUTE FOR JEWISH SPIRITUALITY$6,000
GLOBAL IMPACT$5,000
ALLIANCE FOR MIDDLE EAST PEACE$5,000
HOMELESS PRENATAL PROGRAM$4,000
SOCIAL GOOD FUND$4,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY22–23, $53k) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 92% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%CURYJ: $8k → 10%CAMPBELL SCOUTING FOUNDATION: $4k → 8%PRESIDIO YMCA: $41k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
NH
WA
NY
PA
CA
VA
MD
DC
LA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 10% of Aspen Tr Iq Eq Trust Company US’s grant dollars are earmarked for a different county than the recipient’s own address.

Aspen Tr Iq Eq Trust Company USlessmore of its giving
Placed by recipient address · 3.8% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$3.3M · 12 repeat orgs$382k to everyone else

Grantees it renews have grown median revenue +49% since the first grant, against +4% for those funded once.

12 repeat relationships: 10 still active in FY2023, 2 since wound down; 18 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
20

Total granted

$3.3M
$254k

Median revenue growth · since first grant

+49%
+4%

Still filing today

42%
50%

New vs renewed · share of each year

In FY2024, 54% of grant dollars renewed an existing relationship; $60k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
Arts & CultureInternationalHuman ServicesHealthEnvironmentReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • 1R
    18 Reasons
    2× · 2023–2024 · $24k · revenue +56%
  • IF
    INSTITUTE FOR JEWISH SPIRITUALITY INC
    3× · 2022–2024 · $14k · revenue +49%
  • SR
    SynGAP Research Fund Incorporated
    2× · 2021–2022 · $8k · revenue +47%

Funded once

  • PA
    PARASITE ART SPACE LIMITED
    one grant, 2021 · $95k
  • YM
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCOgraduated
    one grant, 2022 · $41k · revenue +33%
  • SS
    SA SA ART ASSOCIATION
    one grant, 2022 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Us Middle East Project Inc

The organization's mission is to engage in non partisan analysis of u.s. foreign policy in the middle east, with special emphasis on the middle east peace process, and to present policymakers in the united states, in the region and in the…

International
2
Sf Partnership

SF Partnership is an organization comprised of SF's leading employers dedicated to supporting an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco. Through education, advocacy, and research,…

—
3
Artis Contemporary Israeli Art Fundinc

Artis is an independent nonprofit organization that supports contemporary artists from israel whose work addresses aesthetic, social and political questions to inspire reflection and debate. www.artis.art

Arts & Culture
4
International Peace Institute Inc

The international peace institute (ipi) bridges policy and real-world diplomacy, advising global leaders and shaping innovative policy solutions across the multilateral system, governments, and beyond through independent research and…

International
5
Jobs with Justice San Francisco

A long-term, strategic alliance of labor, community, faith-based, and student organizations working together to build greater economic power for workers and community members through employee rights at work and access to good jobs,…

Employment
6
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
7
We Are Family Foundation

The we are family foundation celebrates the vision of a global family by creating and supporting programs that inspire and educate people about mutual respect, understanding and appreciation of cultural diversity.

Civil Rights
8
MRIGlobal

To improve the lives of people through innovative scientific and engineering research.

Science & Tech
9
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
10
Work on Climate

Supporting industry transformation towards climate-positive and make green careers transitions and driving the adoption of green workforce development practices broadly.

Environment
11
Justice Funders

Serve as a partner, educator, and guide for philanthropy in reimagining practices that advance a thriving and just world.

—
12
Advance Sf

Advance SF is an organization comprised of SF's leading employers dedicated to supporting an equitable, resilient, and vibrant economy shared by all people working and living in San Francisco through education, advocacy, and research. The…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Young Men's Christian Association of San Francisco; the most unlike its peers is Artnow International Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

33 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 33 of the 54 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
33/33
Grantees still filing
15/33
Grew since first funded

Where the money sits, by cause and then by grantee

ARTNOW INTERNATIONAL INC: $3,048,000 · Arts & CultureARTNOW INTERNATIONAL INC+4 more: $17,000 · Arts & CulturePARASITE ART SPACE LIMITED: $95,000 · OtherPARASITE ART …OPEN UNIVERSITY OF ISRAEL: $52,000 · OtherOPEN UNIVERSI…Individual grant recipient: $49,000 · OtherIndividual gr…ACTA NON VERBA FARM: $34,000 · OtherACTA NON VERB…SA SA ART ASSOCIATION: $20,000 · OtherBETA LOCAL INC: $20,000 · OtherBIRCH PROJECT: $19,000 · OtherHEPPA: $16,000 · Other+28 more: $171,500 · Other+28 morePEF ISRAEL ENDOWMENT FUNDS INC: $304,110 · Philanthropy+1 more: $8,000 · PhilanthropyNEW ISRAEL FUND: $99,500 · InternationalONE FAMILY FUND: $10,000 · InternationalGlobal Impact: $5,000 · International+2 more: $8,000 · InternationalYOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCO: $41,000 · Human ServicesCOMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE DBA CURYJ: $8,000 · Human ServicesCAMPBELL SCOUTING FOUNDATION: $4,000 · Human Services18 Reasons: $24,000 · Food & NutritionLOUISIANA BUCKET BRIGADE: $10,000 · EnvironmentEarth Island Institute Inc: $8,000 · Environment
Arts & Culture$3,065,000Other$476,500Philanthropy$312,110International$122,500Human Services$53,000Food & Nutrition$24,000Environment$18,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetARTNOW INTERNATIONAL INC: $3,048,000 over 3y, 75% of budgetPEF ISRAEL ENDOWMENT FUNDS INC: $304,110 over 2y, 0.1% of budgetNEW ISRAEL FUND: $99,500 over 2y, 0.1% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCO: $41,000 over 1y, 0.0% of budget18 Reasons: $24,000 over 2y, 0.6% of budgetINSTITUTE FOR JEWISH SPIRITUALITY INC: $14,000 over 3y, 0.2% of budgetGilead House: $10,000 over 1y, 0.7% of budgetONE FAMILY FUND: $10,000 over 1y, 0.2% of budgetLOUISIANA BUCKET BRIGADE: $10,000 over 1y, 0.2% of budgetLa Casa de las Madres: $10,000 over 1y, 0.2% of budgetFRIENDS OF ECOLE POLYTECHNIQUE INC: $10,000 over 1y, 5.0% of budgetSynGAP Research Fund Incorporated: $8,000 over 2y, 0.3% of budgetCOMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE DBA CURYJ: $8,000 over 1y, 0.1% of budgetEarth Island Institute Inc: $8,000 over 2y, 0.0% of budgetGlobal Impact: $5,000 over 1y, 0.0% of budgetALLIANCE FOR MIDDLE EAST PEACE INC: $5,000 over 1y, 0.3% of budgetNational Court Appointed Special Advocate Association: $4,000 over 1y, 0.0% of budgetArts Council of Mendocino County: $4,000 over 1y, 2.2% of budgetCAMPBELL SCOUTING FOUNDATION: $4,000 over 1y, 2.3% of budgetRHIZOME COMMUNICATIONS INC co NEW MUSEUM OF CONTEMPORARY ART: $4,000 over 1y, 0.5% of budgetNEW YORK LIVE ARTS INC: $4,000 over 1y, 0.0% of budgetTHE MARINE MAMMAL CENTER: $4,000 over 1y, 0.0% of budgetWE CARE SOLAR: $4,000 over 1y, 0.0% of budgetRIDGE TO REEFS INC: $4,000 over 1y, 0.6% of budgetSOCIAL GOOD FUND INC: $4,000 over 1y, 0.0% of budgetAMERICAN FRIENDS OF MITZPE YERIHO INC: $4,000 over 1y, 7.2% of budgetHomeless Prenatal Program Inc: $4,000 over 1y, 0.0% of budgetCarnegie Mellon University: $4,000 over 1y, 0.0% of budgetMEALS ON WHEELS OF SAN FRANCISCO INC: $4,000 over 1y, 0.0% of budgetSAN FRANCISCO FOOD BANK: $2,000 over 1y, 0.0% of budgetSan Francisco City Impact: $2,000 over 1y, 0.0% of budgetITP International: $1,000 over 1y, 0.4% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Community Fede…Silicon Valley Commun…Marin Community Found…Clif Family FoundationMcNabb FoundationImpactassetsincTides FoundationThe San Francisco Fou…American Endowment Fo…Vanguard Charitable E…Morgan Stanley Global…Charities Aid Foundat…
Jewish Community Federation of San Francisco the Peninsula Marin & SonomaCA18.6× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Silicon Valley Community Foundation · Marin Community Foundation · Clif Family Foundation · McNabb Foundation · Impactassetsinc · Tides Foundation · The San Francisco Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · Morgan Stanley Global Impact Funding Trust Inc · Charities Aid Foundation America

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Aspen Tr Iq Eq Trust Company US funds: left to right is the share of its income from government, bottom to top the share from Aspen Tr Iq Eq Trust Company US. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%5%19%42%75%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 33%
  • Ridge to Reefs Inc: 33% of income from government
no gov moneyreceives it· size = income
1get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 54 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Aspen Tr Iq Eq Trust Company US’ filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home