Aspen Trust

990PF • Fiscal year 2021 • EIN 84-7011247

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

29 Bancroft Mills RoadWilmington, DE 19806

(408) 412-1586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

149%

Faster asset growth than 97% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

53%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$15,632,917

Up $9,365,875 (+149%) from 2020

Net Assets

$15,479,090

Up $9,237,048 (+148%) from 2020

Liabilities

$153,827

Up $128,827 (+515%) from 2020

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin98th percentile

Revenue

$9,619,640

Up $3,347,609 (+53%) from 2020

Expenses

$382,592

Up $352,603 (+1176%) from 2020

Net Income

$9,237,048

Up $2,995,006 (+48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$15,632,917

Liabilities$153,827

Net Assets$15,479,090

Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$9,619,640

Expenses$382,592

Net Income$9,237,048

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 14, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROLAND WORMS	Trustee	-	$0	-	-
PATRICIA TERDJMAN	Trustee	-	$0	-	-
-	Trust Admini	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Aspen Tr
EIN: 84-7011247
Address: 29 BANCROFT MILLS ROAD, WILMINGTON, DE 19806

Signing Officer

Name: Commonwealth Trust Company
Title: Trust Administrator
Signed: 2022-11-14

Preparer

Firm: John G Campbell CPA
Address: 155 E CAMPBELL AVE STE 112, CAMPBELL, CA 95008-2066
Preparer: John G Campbell
Phone: 4084121586

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	6016231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	2580757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	TEKTON VENTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	UNDISTRIBUTED/UNREALIZED GAINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	COUPANG SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	CRYPTOCURRENCY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	2580757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	3
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	382592
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	17592
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	608360
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	608360
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	608360
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IRS990PF/FMVAssetsEOYAmt	0	15632917
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	24500
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	6017066
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IRS990PF/MethodOfAccountingAccrualInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	20000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	185287
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	12332490
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	12167203
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	12352490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt	0	COMMONWEALTH TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ROLAND WORMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PATRICIA TERDJMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUST ADMINI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	C/O COMMONWEALTH TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	C/O COMMONWEALTH TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	29 BANCROFT MILLS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	0	29 BANCROFT MILLS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	1	29 BANCROFT MILLS ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	DE
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	378800
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	COMMONWEALTH TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PHILANTHROPY - ASPEN TRUST MAKES GRANTS TO ORGANIZATIONS THAT PROVIDE DIRECT BENEFITS TO DISADVANTAGED COMMNITIES WORLDWIDE, WHOSE PROGRAMS FOCUS ON HUMAN RIGHTS, SUSTAINABLE AND ECONOMIC DEVELOPMENT, AS WELL AS SUPPORT OF JEWISH CULTURE AND A PLURALISTIC SOCIETY IN ISRAEL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	ARTS - RECOGNIZING THAT CONTEMPORARY ARTISTS MAKE AN IMPORTANT CONTRIBUTION TO A PROGRESSIVE SOCIETY, THEIR WORK OFTEN ADDRESSING KEY ISSUES OF OUR TIME, ASPEN TRUST MAKES GRANTS TO SUPPORT THE EXHIBITION OF CONTEMPORARY ARTS AND COLLABORATIONS AMONG CONTEMPORARY ARTISTS, CURATORS AND ART ORGANIZATIONS AROUND THE WORLD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	378800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	7	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	8	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	9	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	AWARD ARTISTS, CURATORS, WRITERS, FI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	9	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ARTNOW INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	PARASITE ART SPACE LIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SYNGAP RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	RIDGE TO REEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	EARTH ISLAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	THE KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	GLIDE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	SAN FRANCISCO FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	SAN FRANCISCO CITY IMPACT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	9	HUCKLEBERRY YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt	0	22/F WING WAH INDUSTRIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine2Txt	0	677 KINGS RD QUARRY BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	0	HONG KONG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	0	HK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm	0	HONG KONG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	FOREIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	8	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	9	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	9	DONEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	200 CALIFORNIA ST 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1270 LINCOLN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	6618 STIRRUP COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2150 ALLSTON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2443 FILLMORE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	333 MARKET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	900 PENNSLYVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	136 TAYLOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	3450 GEARY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	2	SUITE 107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ELDERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BERKELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	21784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	94704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	94115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	94105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	94017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	94102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	94118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	365000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	117895
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	260905
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	608360
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	378800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	490465
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	260905
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER DEDUCTIONS FROM PASSTHR
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3786
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	1008588
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	-79398
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	-612287
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	3	6622579
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	UNREALIZED/UNDISTRIBUTED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	UNREALIZED LOSS CRYPTO
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	UNREALIZED LOSS COUPANG
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	DEEMED GAIN COUPANG
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1008588
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-79398
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	-612287
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	3	6622579
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	FIDELITY MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	129327
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	11000
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COMMONWEALTH TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ASPEN TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	COMMONWEALTH TRUST COMPANY TTEE
ReturnHeader/Filer/BusinessNameControlTxt	0	ASPE
ReturnHeader/Filer/EIN	0	847011247
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	29 BANCROFT MILLS ROAD
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	19806
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	811327047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JOHN G CAMPBELL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 E CAMPBELL AVE STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	950082066
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4084121586
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN G CAMPBELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-11-15T17:05:03-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	COMMONWEALTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $15,632,917
Liabilities: $153,827
Net assets: $15,479,090
Revenue: $9,619,640
Expenses: $382,592
Net income: $9,237,048

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.49	$0.00	$7.49	$1.37	$0.46	$0.91
2023Detailed filing. Detailed filing data is available for this year.	$7.99	$0.02	$7.97	$1.03	$1.82	$0.79
2022Detailed filing. Detailed filing data is available for this year.	$10.1	$0.02	$10.0	$3.77	$1.67	$5.44
2021Detailed filing. Detailed filing data is available for this year.	$15.6	$0.15	$15.5	$9.62	$0.38	$9.24
2020Detailed filing. Detailed filing data is available for this year.	$6.27	$0.03	$6.24	$6.27	$0.03	$6.24