ASPEN TR

CAMPBELL, CA 950082066 EIN 847011247

https://N/A
$6.4M Total Assets (2020)
N/A Total Giving (2020)
62 Grants on File (2020–2024)
N/A Avg Grant Size

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 4084121586

Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 N/A $6.4M $6.3M N/A
2022 $1.6M $10.1M $-3.8M 19
2023 N/A $7.9M $1.0M N/A
2024 N/A $7.5M $1.4M N/A

Grant Size Distribution

Based on 62 grants on record

Minimum
$1K
25th Pctl
$4K
Median
$5K
Average
$60K
75th Pctl
$16K
Maximum
$1.4M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
ROLAND WORMS TRUSTEE
PATRICIA TERDJMAN TRUSTEE
IQEQ TRUST COMPANY US TRUST ADMINI
COMMONWEALTH TRUST COMPANY TRUST ADMINI

Grants Awarded (62 total)

RecipientLocationAmountPurposeYear
ARTNOW INTERNATIONAL INC SAN FRANCISCO, CA $1,450,000 GENERAL SUPPORT 2022
ARTNOW INTERNATIONAL INC SAN FRANCISCO, CA $1,350,000 GENERAL SUPPORT 2023
PEF ISRAEL ENDOWMANT FUNDS INC NEW YORK, NY $171,110 CHARITY 2023
PEF ISRAEL ENDOWMANT FUNDS INC NEW YORK, NY $133,000 CHARITY 2024
NEW ISRAEL FUND NEW YORK, NY $57,500 CHARITY 2023
NEW ISRAEL FUND NEW YORK, NY $42,000 CHARITY 2024
PRESIDIO YMCA SAN FRANCISCO, CA $41,000 CHARITY 2022
PRO BONO DOCTORS DELRAY BEACH, FL $37,000 CHARITY 2022
OPEN UNIVERSITY OF ISRAEL NEW YORK, NY $35,000 CHARITY 2023
BETA LOCAL INC SAN JOAN $20,000 CHARITY 2022
SA SA ART ASSOCIATION PHNOM PENH $20,000 CHARITY 2022
BIRCH PROJECT SAN FRANCISCO, CA $19,000 CHARITY 2023
ACTA NON VERBA FARM OAKLAND, CA $18,000 CHARITY 2024
OPEN UNIVERSITY OF ISRAEL NEW YORK, NY $17,000 CHARITY 2024
HEPPA OAKLAND, CA $16,000 CHARITY 2023
ACTA NON VERBA FARM OAKLAND, CA $16,000 CHARITY 2023
18 REASONS SAN FRANCISCO, CA $16,000 CHARITY 2023
KANAF PEF ISRAEL ENDOWMENT FUND NEW YORK, NY $15,000 CHARITY 2022
ONE FAMILY FUND PHILADELPHIA, PA $10,000 CHARITY 2024
FRIENDS OF ECOLE POLYTECHNIQUE SUNNYVALE, CA $10,000 CHARITY 2022
GILEAD HOUSE NOVATO, CA $10,000 CHARITY 2024
LA CASA DE LAS MADRES SAN FRANCISCO, CA $10,000 CHARITY 2024
WEKALET BEHNA FOR ARTS ALEXANDRIA $10,000 CHARITY 2022
FUNDACION TEATRO ODEON BOGOTA $10,000 CHARITY 2022
LOUISIANA BUCKET BRIGADE NEW ORLEANS, LA $10,000 CHARITY 2024