AARP FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202103149349306350
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T15:19:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 SOUTH HOPE STREET SUITE 1000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAARPBusinessNameControlTxt
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NW TAX DEPTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA MARSH RYERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2024343399PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastMARSH RYERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPARVIN VAN ENGERPreparerPersonNm
PTINP00955143PTIN
Phone2135932300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA MARSH RYERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NW TAX DEPTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$924,118,567GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AARP.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionA COUNTRY FREE OF POVERTY WHERE NO OLDER PERSON FEELS VULNERABLE. SEE SCHEDULE O.AARP FOUNDATION SERVES VULNERABLE PEOPLE 50+ BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee345TotalEmployeeCnt
Total Volunteers38598TotalVolunteersCnt
Total Gross UBI$96,516TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$42,723NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$263,901,185PYContributionsGrantsAmt
CY Contributions Grants$167,121,308CYContributionsGrantsAmt
PY Program Service Revenue$1,387,081PYProgramServiceRevenueAmt
CY Program Service Revenue$673,239CYProgramServiceRevenueAmt
PY Investment Income$30,703,169PYInvestmentIncomeAmt
CY Investment Income$19,272,863CYInvestmentIncomeAmt
PY Other Revenue-$189,481PYOtherRevenueAmt
CY Other Revenue-$520,867CYOtherRevenueAmt
PY Total Revenue$295,801,954PYTotalRevenueAmt
CY Total Revenue$186,546,543CYTotalRevenueAmt
PY Grants And Similar Paid$80,209,169PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$69,721,631CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$38,099,911PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$41,959,162CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,528,682PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,652,307CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$21,950,712CYTotalFundraisingExpenseAmt
PY Other Expenses$67,588,163PYOtherExpensesAmt
CY Other Expenses$59,928,874CYOtherExpensesAmt
PY Total Expenses$187,425,925PYTotalExpensesAmt
CY Total Expenses$173,261,974CYTotalExpensesAmt
PY Revenues Less Expenses$108,376,029PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,284,569CYRevenuesLessExpensesAmt
Total Assets BOY$598,934,811TotalAssetsBOYAmt
Total Assets EOY$636,519,309TotalAssetsEOYAmt
Total Liabilities BOY$64,765,477TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,627,484TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$534,169,334NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$581,891,825NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAARP FOUNDATION ADDRESSES SENIOR POVERTY BY SPARKING BOLD, INNOVATIVE SOLUTIONS THAT HELP VULNERABLE OLDER ADULTS BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS - FOSTERING RESILIENCE, STRENGTHENING COMMUNITIES AND RESTORING HOPE. SEE SCHEDULE O.WE OPERATE AT THE INTERSECTION OF COLLABORATION, INNOVATION, LEGAL ADVOCACY AND GRANTMAKING, BY BRINGING TOGETHER INDUSTRY, GOVERNMENT, ACTIVISTS, AND VOLUNTEERS TO FORGE PRACTICAL APPROACHES THAT PAIR BRAINPOWER WITH SOME SERIOUS WILLPOWER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$74,096,938ExpenseAmt
Grant$57,504,270GrantAmt
Revenue$0RevenueAmt
DescTHE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP)- SCSEP IS THE NATION'S OLDEST PROGRAM TO HELP LOW-INCOME, UNEMPLOYED INDIVIDUALS AGED 55+ FIND WORK. AARP FOUNDATION FIRST MATCHES ELIGIBLE OLDER JOB SEEKERS WITH LOCAL NONPROFITS AND PUBLIC AGENCIES SO THEY CAN INCREASE SKILLS AND BUILD SELF-CONFIDENCE WHILE EARNING A MODEST INCOME. BASED ON THEIR EMPLOYMENT INTERESTS AND GOALS, PARTICIPANTS MAY ALSO RECEIVE SUPPORTIVE SERVICES AND SKILLS TRAINING THROUGH AN EDUCATIONAL INSTITUTION. SCSEP IS PRIMARILY FUNDED BY THE U.S. DEPARTMENT OF LABOR. AARP FOUNDATION SCSEP OPERATES IN 19 STATES AND PUERTO RICO. IN PROGRAM YEAR 2019/2020 MORE THAN 12,000 PEOPLE WERE SERVED AND MORE THAN 3,000 OBTAINED UNSUBSIDIZED EMPLOYMENT. AARPFOUNDATION.ORG/SCSEPDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,468,913ExpenseAmt
DescAARP FOUNDATION TAX-AIDE IS THE NATION'S LARGEST, FREE, VOLUNTEER-BASED TAX PREPARATION AND ASSISTANCE SERVICE. IT IS AVAILABLE TO LOW- AND MODERATE-INCOME TAXPAYERS WITH SPECIAL EMPHASIS ON TAXPAYERS OVER 60. IN 2020, 1.5 MILLION TAXPAYERS WHO USED AARP FOUNDATION TAX-AIDE RECEIVED MORE THAN $1 BILLION IN INCOME TAX REFUNDS. THE PROGRAM PROVIDED TAX ASSISTANCE USING A VARIETY OF VIRTUAL AND IN-PERSON METHODS (WHERE SAFE DURING THE PANDEMIC). WWW.AARPFOUNDATION.ORG/TAXAIDEDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,368,671ExpenseAmt
Grant$1,904,408GrantAmt
Revenue$268,525RevenueAmt
DescAARP FOUNDATION EXPERIENCE CORPS- AARP FOUNDATION EXPERIENCE CORPS ("EXPERIENCE CORPS") IS AN EVIDENCE-BASED, VOLUNTEER TUTORING AND MENTORING PROGRAM THAT ADDRESSES A MAJOR CONTRIBUTOR TO POVERTY - THE INABILITY OF CHILDREN IN KINDERGARTEN THROUGH THIRD GRADE TO READ AT GRADE LEVEL. EXPERIENCE CORPS HAD MORE 2,000 HIGHLY TRAINED VOLUNTEERS WORKING IN MORE THAN 22 CITIES AND SERVED OVER 9,000 STUDENTS IN 2020 IN HIGH-NEED ELEMENTARY SCHOOLS. EACH EXPERIENCE CORPS SITE OPERATES ONE OF THREE TUTORING MODELS: ONE TO ONE; SMALL GROUP; AND LITERACY ASSISTANCE (WHERE VOLUNTEERS TUTOR AND HELP TEACHERS WITH CLASSROOM-WIDE ACTIVITIES). AFTER ONE YEAR, MANY STUDENTS WHO WORK WITH EXPERIENCE CORPS VOLUNTEER TUTORS ACHIEVE AS MUCH AS 60% IMPROVEMENT IN CRITICAL LITERACY SKILLS COMPARED TO THEIR PEERS. VOLUNTEERS PROVIDE AN AVERAGE OF 6-15 HOURS OF SUPPORT EACH WEEK THROUGHOUT THE SCHOOL YEAR. HTTPS://WWW.AARP.ORG/EXPERIENCE-CORPS/Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$7,098,043$3,235,611$19,925AARP FOUNDATION'S FOOD SECURITY INITIATIVES ARE DEDICATED TO ENDING HUNGER AMONG OLDER AMERICANS (50+) BY FOCUSING ON SUSTAINABLE, LONG-TERM PUBLIC HEALTH AND MARKET-DRIVEN SOLUTIONS TO HELP MEET THE DIETARY NEEDS OF OLDER ADULTS, ESPECIALLY THOSE OF THE NEARLY TEN MILLION FOOD INSECURE. OUR FOCUS IS ON SHOWING POSITIVE CHANGE IN FOOD SECURITY AMONG LOW INCOME OLDER ADULTS BY ENSURING THEY CAN AFFORD TO PURCHASE HEALTHY FOODS. THROUGH GRANT MAKING, AARP FOUNDATION SUPPORTS NONPROFIT COMMUNITY ORGANIZATIONS THAT RECEIVED WAIVERS FROM THE USDA TO ENACT THE ELDERLY SIMPLIFIED APPLICATION PROJECT (ESAP). ESAP STREAMLINES THE APPLICATION PROCESS, MAKING IT EASIER FOR PEOPLE WHO ARE OVER 60 AND HAVE NO EARNED INCOME TO RECEIVE SNAP BENEFITS SO THEY CAN AFFORD TO BUY HEALTHY FOOD. IN 2020, WORKING WITH NINE GRANTEES IN FIVE STATES, WE WERE ABLE TO RAISE GREATER AWARENESS ABOUT ESAP AND HELP NEARLY 40,000 ELIGIBLE OLDER ADULTS APPLY FOR AND GET SNAP BENEFITS. HTTPS://WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/FOOD-SECURITY/
$5,278,270$6,500$125,718LITIGATION-AARP FOUNDATION LITIGATION ADVOCATES IN COURTS NATIONWIDE TO ADVANCE THE LEGAL RIGHTS AND INTERESTS OF PEOPLE 50 AND OLDER BY REPRESENTING THEM IN SIGNIFICANT CASES AND BY WRITING AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS. AARP FOUNDATION LITIGATION FOCUSES ON WIDESPREAD PRACTICES OR POLICIES OF INDUSTRY, BUSINESS, OR GOVERNMENT THAT AFFECT OLDER AMERICANS' DAY-TO-DAY LIVES, INCLUDING EMPLOYMENT, PENSIONS, HOUSING, LONG-TERM CARE, AND FINANCIAL EXPLOITATION. WWW.AARPFOUNDATION.ORG/LITIGATION
$1,398,932$85,323$257,196HOUSING-THE HOUSING IMPACT AREA IS FOCUSED ON DEVELOPING NEW SOLUTIONS THAT ENABLE LOW-INCOME OLDER ADULTS TO AGE IN THEIR HOMES AND COMMUNITIES BY ENSURING THAT THEIR HOMES ARE AFFORDABLE, LIVABLE AND HEALTHY. PROPERTY TAX-AIDE WAS LAUNCHED IN 2019 TO HELP LOW-INCOME OLDER ADULTS ACCESS PROPERTY TAX RELIEF PROGRAMS. HERE TO STAY, A PROGRAM THAT HELPS OLDER ADULTS WITH HOME MAINTENANCE ALSO LAUNCHED IN 2019.PROPERTY TAX-AIDE USES AN INNOVATIVE ONLINE TOOL TO SIMPLIFY THE PROCESS OF APPLYING FOR PROPERTY TAX REFUNDS AND CREDITS. SINCE 2019, THE PROGRAM HAS ASSISTED OVER 23,000 OLDER HOMEOWNERS AND RENTERS IN SECURING PROJECTED BENEFITS TOTALING OVER $10.5 MILLION IN TAX REBATES AND CREDITS. AARP FOUNDATION DEVELOPED HERE TO STAY: HOME UPKEEP FOR ALL. THE PROGRAM OFFERS IN-PERSON HOME MAINTENANCE WORKSHOPS AND AN ONLINE TOOLKIT. SINCE JUNE 2019, MORE THAN 50,000 USERS HAVE DOWNLOADED THE TOOLKIT, COMPLETED THE HOME ANALYSIS, AND SOUGHT HOME MAINTENANCE SERVICES.
$6,609,091$2,119,070$1,875ISOLATION-MORE THAN 8 MILLION OLDER ADULTS ARE SOCIALLY ISOLATED AND, THEREFORE, AT RISK OF POOR HEALTH. AARP FOUNDATION'S ISOLATION WORK IS FOCUSED ON DEVELOPING AND DELIVERING SOLUTIONS THAT HELP VULNERABLE INDIVIDUALS OVER 50 STAY SOCIALLY CONNECTED, PREVENT ISOLATION, AND IMPROVE RELATED HEALTH OUTCOMES. BECAUSE THE ISSUE OF SOCIAL ISOLATION IS SO COMPLEX, AARP FOUNDATION SPEARHEADED CONNECT2AFFECT.ORG TO SEEK OUT SOLUTIONS. SINCE THE BEGINNING OF THE PANDEMIC TWO-THIRDS OF ADULTS REPORTED EXPERIENCING SOCIAL ISOLATION AND HIGH LEVELS OF ANXIETY. IN 2020 AARP FOUNDATION, WITH FUNDING SUPPORT FROM UNITED HEALTH FOUNDATION, LAUNCHED A NATIONWIDE PUBLIC AWARENESS CAMPAIGN TO HELP OLDER ADULTS OVERCOME SOCIAL ISOLATION THROUGH CONNECT2AFFECT.ORG. THE GOAL IS TO ENSURE THAT SOCIALLY ISOLATED OLDER ADULTS KNOW ABOUT THE ISSUE AND WHERE TO LOOK FOR INFORMATION AND RESOURCES TO STRENGTHEN THEIR SOCIAL BONDS AND TO GAIN ACCESS TO CRITICAL RESOURCES IN THEIR COMMUNITIES. THROUGH RESEARCH AND INNOVATIVE EFFORTS, THE FOUNDATION IS WORKING TO CREATE A DEEPER UNDERSTANDING OF LONELINESS AND ISOLATION, DRAW CRUCIAL ATTENTION TO THE ISSUE, AND CATALYZE ACTION TO END SOCIAL ISOLATION AMONG OLDER ADULTS. THROUGH CONNECT2AFFECT, WE PROVIDE VISITORS WITH INFORMATION AND TIPS ABOUT HOW TO STAY CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO IDENTIFY THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE. OVER 23,000 VISITORS HAVE TAKEN THE RISK ASSESSMENT IN 2020 (BETWEEN SEPTEMBER 1ST 2020 AND DECEMBER 31ST 2020).IN 2018, AARP FOUNDATION SPONSORED A NATIONAL CONSENSUS STUDY WITH THE NATIONAL ACADEMIES OF SCIENCE (NAS), SOCIAL ISOLATION AND LONELINESS IN OLDER ADULTS: OPPORTUNITIES FOR THE HEALTH CARE SYSTEM. THIS 18-MONTH STUDY, PUBLISHED IN 2020, EXAMINED HOW SOCIAL ISOLATION AND LONELINESS IMPACT HEALTH OUTCOMES IN OLDER ADULTS AGED 50 AND OLDER, PARTICULARLY AMONG LOW INCOME, UNDERSERVED, AND VULNERABLE POPULATIONS. THE STUDY PROVIDED EVIDENCE-BASED RECOMMENDATIONS ON TRANSLATING RESEARCH INTO PRACTICE WITHIN THE HEALTH CARE SYSTEM THAT COULD FACILITATE PROGRESS IN REDUCING THE INCIDENCE AND ADVERSE HEALTH IMPACTS OF SOCIAL ISOLATION AND LONELINESS AMONG THE LOW-INCOME 50+ POPULATION. AS OF JUNE 2020, THE REPORT WAS DOWNLOADED 8,200 TIMES, THERE WERE AN ESTIMATED 639 MILLION UNIQUE VIEWERS FOR ONLINE ARTICLES AND AROUND 55% OF ARTICLES COVER THE REPORT IN THE CONTEXT OF THE COVID-19 PANDEMIC. HTTPS://WWW.NAP.EDU/CATALOG/25663/SOCIAL-ISOLATION-AND-LONELINESS-IN-OLDER-ADULTS-OPPORTUNITIES-FOR-THE CONNECTED COMMUNITIES USES VOICE-ENABLED TECHNOLOGY TO REDUCE ISOLATION IN AFFORDABLE SENIOR HOUSING FACILITIES. WE WORK WITH AFFORDABLE SENIOR HOUSING PROVIDERS TO EQUIP THEIR COMMUNITIES WITH DEVICES, TOOLS AND TRAINING THAT HELP RESIDENTS MAINTAIN THE SOCIAL CONNECTIONS THEY NEED TO REMAIN INDEPENDENT AND AGE IN PLACE LONGER. MORE THAN 50% OF THE PARTICIPANTS IN THE CONNECTED COMMUNITIES SITES SAY THEY HAVE INCREASED OR MAINTAINED THEIR LEVEL OF SOCIAL PARTICIPATION SINCE THE PROGRAM WAS INTRODUCED TO THEIR COMMUNITY.
$4,635,761$1,812,305INCOME SECURITY-AARP FOUNDATION IS CREATING NEW PLATFORMS FOR ENSURING THAT LOW-INCOME OLDER ADULTS HAVE OPPORTUNITIES TO CONTINUE TO GENERATE INCOME AND BUILD SAVINGS TO HELP THEM BECOME MORE FINANCIALLY STABLE AND SECURE.NEW INNOVATIONS WERE ALSO DEVELOPED IN 2019 THAT FOCUS ON ADAPTING FINANCIAL TECHNOLOGY PLATFORMS TO MAKE IT EASIER AND MORE AUTOMATIC FOR LOW INCOME OLDER ADULTS TO BUILD EMERGENCY SAVINGS. IN 2019, WE LAUNCHED THE AARP FOUNDATION SELF-SAVER, WHICH AIMS TO CREATE A FUTURE OF SELF-EMPLOYED OLDER ADULTS WHO ARE FINANCIALLY RESILIENT. SELF-SAVER PROVIDES BOOKKEEPING AND TAX PREPARATION SUPPORT THAT MAKES IT EASY FOR SELF-EMPLOYED PEOPLE TO WITHHOLD AND SUBMIT QUARTERLY TAXES.AARP FOUNDATION MYSAVINGSJAR IS A FREE COMMUNITY PLATFORM OF OVER 20,000 MEMBERS WHO ARE COMMITTED TO STARTING A MONTHLY SAVINGS HABIT SO THEY CAN SET ASIDE CASH FOR LIFE'S UPS AND DOWNS.
$4,485,772$903,639BACK TO WORK 50+ - AARP FOUNDATION'S BACK TO WORK 50+ HELPS UNEMPLOYED OLDER WORKERS BUILD THE SKILLS AND CONFIDENCE THEY NEED TO COMPETE FOR IN-DEMAND JOBS. JOB CANDIDATES RECEIVE FREE JOB-SEEKING TOOLS AND CONNECT WITH EXPERIENCED COACHES WHO SUPPORT THEM THROUGH ONLINE AND IN-PERSON WORKSHOPS AND COACHING SESSIONS. SINCE 2020, AARP FOUNDATION HAS OFFERED TWO MODELS OF BACK TO WORK 50+. BACK TO WORK 50+ COACHING-NATIONAL ONLINE IS THE DIRECT-TO-CONSUMER MODEL THAT OFFERS ONLINE COACHING, TOOLS AND RESOURCES TO UNEMPLOYED JOBSEEKERS ACROSS THE COUNTRY. SIMULTANEOUSLY, BACK TO WORK 50+ COACHING PROVIDERS IN 12 COMMUNITIES HOST IN-PERSON AND ONLINE WORKSHOPS AND COACHING FOR JOBSEEKERS IN THEIR COMMUNITIES. SINCE 2017, OVER 40,000 OLDER WORKERS HAVE USED BACK TO WORK 50+ TOOLS IN THEIR JOB SEARCHES AND OVER 4,000 HAVE REPORTED EMPLOYMENT AFTER PARTICIPATING IN THE PROGRAM. WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/INCOME/BACK-TO-WORK-50-PLUS/
$10,692,854$2,150,505CONTRIBUTIONS AND OTHER PROGRAMS-THE FOUNDATION SPONSORED ORGANIZATIONS, EVENTS, AND VIRTUAL CONFERENCES THAT HIGHLIGHTED TANGIBLE WAYS TO BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS IN AMERICA FOR LOW-INCOME SENIORS. THE FOUNDATION ALSO SUPPORTED RELIEF FOR OLDER VICTIMS OF HURRICANE SALLY, HURRICANE LAURA AND THE DEVASTATING U.S. WILDFIRES IN 2020.AARP SUB-GRANTS-AARP FOUNDATION HAS AWARDED GRANTS TO AARP IN THE AMOUNT OF $143,028 TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING LOW INCOME OLDER AMERICANS SECURE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON HEALTH ACCESS AND NURSING.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$40,198,723TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$10,312,953TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$404,714TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$137,133,245TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document167IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee345EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryKSForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA D SHANNONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DIANE D MILLER
BOARD / VICE CHAIR (AS OF 8/12/20)6.00Yes (X)$0$0$0
HARRY E JOHNSON
BOARD / FINANCE CHA (UNTIL 6/10/20)6.00Yes (X)$0$0$0
GREGORY J DYSON
BOARD MEMBER (AS OF 10/14/20)6.00Yes (X)$0$0$0
MARGOT JAMES COPELAND
BOARD MEMBER (AS OF 6/10/20)6.00Yes (X)$0$0$010.00
ANN G DAW
BOARD / FINANCE COMMITTEE CHAIR6.00Yes (X)$0$0$0
PATRICIA BANKS
BOARD MEMBER6.00Yes (X)$0$0$0
SUSAN WERTH
BOARD MEMBER6.00Yes (X)$0$0$0
DAVID ADAME
BOARD MEMBER6.00Yes (X)$0$0$0
LLOYD JOHNSON
BOARD CHAIR (UNTIL 6/10/20)6.00Yes (X)$0$2,473$010.00
LIBBY SARTAIN
BOARD CHAIR (AS OF 6/10/20)6.00Yes (X)$0$1,666$010.00
ROBERT BLANCATO
BOARD MEMBER (AS OF 6/10/20)6.00Yes (X)$0$0$010.00
JAIME GUTIERREZ
BOARD / VICE CHAIR (UNTIL 6/10/20)6.00Yes (X)$0$0$0
BETTY J HUDSON
BOARD MEMBER (AS OF 10/14/20)6.00Yes (X)$0$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT40.00$420,568$0$66,507Yes (X)
LISA MARSH RYERSON
PRESIDENT40.00$483,801$6,349$75,617Yes (X)
JAMI L WYATT
SECRETARY1.00$0$293,915$71,94840.00Yes (X)
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER40.00$354,425$15,249$71,948Yes (X)
WILLIAM A RIVERA
SVP - LITIGATION40.00$296,907$12,120$54,663Yes (X)
EMILY S ALLEN
SVP - AARP FDN PROGRAMS40.00$336,388$0$61,598Yes (X)
MARC MCDONALD
VP - FD INTEGRATION40.00$252,468$0$63,094Yes (X)
STEVEN DELVECCHIO
VP - DIRECT RESPONSE40.00$193,227$69,806$49,669Yes (X)
STEPHEN VENUTE
VP - CORP & FOUNDATION RELATIONS40.00$268,527$0$57,530Yes (X)
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS40.00$267,919$0$70,356Yes (X)
PATRICK LANDERS
VP - STRATEGY & INNOVATION40.00$264,825$0$61,290Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,139,055TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$401,578TotReportableCompRltdOrgAmt
Total Other Compensation$704,220TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K111IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CP DIRECT INC
4600 BOSTON WAYLANHAMMD20706COMMERCIAL PRINTING SERVICES$1,611,593
CONCORD LITHO GROUP INC
92 OLD TURNPIKE RDCONCORDNH033017309PRINTING & DIRECT MARKETING SERVICES$1,595,448
GRACEWORKZ LLC
1311 W BADGER RDMADISONWI53713IT PRINTER SERVICE AND IMAGING SUPPLIES$1,490,084
DIRECT MAIL SOLUTIONS
5540 KETCH ROADPRINCE FREDERICKMD20678COMMERCIAL PRINTING SERVICES$1,209,673
HIRSCHFELD MARKETING SOLUTIONS
10231 BAILEY RDCORNELIUSNC28031MEAL PACK MARKETING & OPERATIONS$1,048,048
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K122CntrctRcvdGreaterThan100KCnt
Federated Campaigns$122,097FederatedCampaignsAmt
Related Organizations$10,416,962RelatedOrganizationsAmt
Government Grants$87,516,620GovernmentGrantsAmt
All Other Contributions$69,065,629AllOtherContributionsAmt
Noncash Contributions$273,248NoncashContributionsAmt
Total Contributions$167,121,308TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEXPERIENCE CORPS PROGRAM FEESDesc
Business900099BusinessCd
Total Revenue Column$268,525TotalRevenueColumnAmt
Related Or Exempt Func Income$268,525RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$404,714TotalRevenueColumnAmt
Related Or Exempt Func Income$404,714RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$673,239TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,124,937TotalRevenueColumnAmt
Unrelated Business Revenue$20,373UnrelatedBusinessRevenueAmt
Exclusion$15,104,564ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$741,719,950SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$737,572,024SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,147,926SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,147,926TotalRevenueColumnAmt
Unrelated Business Revenue$80,657UnrelatedBusinessRevenueAmt
Exclusion$4,067,269ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CHARITABLE GIFT ANNUITY SEVERANCE900099$117,822$117,822
CHANGE IN VALUE- CHARITABLE GIFT900099-$266,358-$266,358
K-1 PARTNERSHIP INCOME900099-$372,331-$367,817-$4,514
FieldValueIRS element (for citing)
Other Revenue Total-$520,867OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$186,546,543TotalRevenueColumnAmt
Related Or Exempt Func Income$673,239RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$96,516UnrelatedBusinessRevenueAmt
Exclusion$18,655,480ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,811,762TotalAmt
Program Services$11,811,762ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,909,869TotalAmt
Program Services$57,909,869ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,014,497TotalAmt
Program Services$666,385ProgramServicesAmt
Management And General$963,324ManagementAndGeneralAmt
Fundraising$384,788FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$32,166,781TotalAmt
Program Services$23,466,954ProgramServicesAmt
Management And General$5,219,519ManagementAndGeneralAmt
Fundraising$3,480,308FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,104,680TotalAmt
Program Services$785,789ProgramServicesAmt
Management And General$194,069ManagementAndGeneralAmt
Fundraising$124,822FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,345,716TotalAmt
Program Services$3,047,594ProgramServicesAmt
Management And General$811,870ManagementAndGeneralAmt
Fundraising$486,252FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,327,488TotalAmt
Program Services$1,616,467ProgramServicesAmt
Management And General$448,930ManagementAndGeneralAmt
Fundraising$262,091FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$301,496TotalAmt
Program Services$301,496ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$164,000TotalAmt
Management And General$164,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,652,307TotalAmt
Fundraising$1,652,307FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,801,014TotalAmt
Management And General$1,801,014ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,431,706TotalAmt
Program Services$10,102,698ProgramServicesAmt
Management And General$1,294,414ManagementAndGeneralAmt
Fundraising$1,034,594FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,519,038TotalAmt
Program Services$1,431,836ProgramServicesAmt
Management And General$1,228,018ManagementAndGeneralAmt
Fundraising$859,184FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,088,710TotalAmt
Program Services$3,060,881ProgramServicesAmt
Management And General$4,311ManagementAndGeneralAmt
Fundraising$23,518FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,932,249TotalAmt
Program Services$5,403,797ProgramServicesAmt
Management And General$289,016ManagementAndGeneralAmt
Fundraising$239,436FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,070,967TotalAmt
Program Services$2,703,915ProgramServicesAmt
Management And General$244,539ManagementAndGeneralAmt
Fundraising$122,513FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$370,960TotalAmt
Program Services$303,418ProgramServicesAmt
Management And General$28,293ManagementAndGeneralAmt
Fundraising$39,249FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,467TotalAmt
Program Services$27,614ProgramServicesAmt
Management And General-$7,188ManagementAndGeneralAmt
Fundraising$9,041FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$252,399TotalAmt
Program Services$89,656ProgramServicesAmt
Management And General$139,207ManagementAndGeneralAmt
Fundraising$23,536FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,555,392TotalAmt
Program Services$766,668ProgramServicesAmt
Management And General$589,306ManagementAndGeneralAmt
Fundraising$199,418FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING AND POSTAGE$20,603,210$7,763,526$37,696$12,801,988
VOLUNTEER TRAVEL/ACTIVI$3,666,993$3,655,753$11,240
TELECOMMUNICATION EXPEN$1,810,066$1,685,402$99,954$24,710
MISCELLANEOUS OPERATING$1,331,207$531,765$616,485$182,957

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$173,261,974TotalAmt
Program Services$137,133,245ProgramServicesAmt
Management And General$14,178,017ManagementAndGeneralAmt
Fundraising$21,950,712FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$15,183,286TotalAmt
Program Services$5,305,458ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$9,877,828FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,393,270BOYAmt
EOY$1,893,064EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,697,220BOYAmt
EOY$4,701,759EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,583,525BOYAmt
EOY$14,997,156EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$867,035BOYAmt
EOY$1,439,048EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,183,162LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,629,348LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,997,045BOYAmt
EOY$13,553,814EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$534,768,098BOYAmt
EOY$587,702,333EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,209,704BOYAmt
EOY$6,071,530EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$6,165,767BOYAmt
EOY$5,924,718EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$253,147BOYAmt
EOY$235,887EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$598,934,811BOYAmt
EOY$636,519,309EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,012,161BOYAmt
EOY$17,792,852EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,532,978BOYAmt
EOY$8,330,839EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$170,827BOYAmt
EOY$240,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,000,000BOYAmt
EOY$25,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,049,511BOYAmt
EOY$3,263,793EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$64,765,477BOYAmt
EOY$54,627,484EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,088,429BOYAmt
EOY$130,846,601EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$422,080,905BOYAmt
EOY$451,045,224EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$534,169,334BOYAmt
EOY$581,891,825EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$598,934,811BOYAmt
EOY$636,519,309EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,284,569ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$34,440,602NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts-$2,680DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$281,047,140CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$249,808,214CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248,393,740CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$263,901,186CurrentTaxYearMinus1YearAmt
Current Tax Year$167,121,307CurrentTaxYearAmt
Total$1,210,271,587TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$281,047,140CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$249,808,214CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248,393,740CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$263,901,186CurrentTaxYearMinus1YearAmt
Current Tax Year$167,121,307CurrentTaxYearAmt
Total$1,210,271,587TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$424,568,672SubstantialContributorsTotAmt
Public Support Total170$785,702,915PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,172,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,040,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,340,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,687,555CurrentTaxYearMinus1YearAmt
Current Tax Year$4,941,346CurrentTaxYearAmt
Total$49,181,281TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,708,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$640,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$922,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,197,600CurrentTaxYearMinus1YearAmt
Current Tax Year$524,704CurrentTaxYearAmt
Total$4,994,029TotalAmt
FieldValueIRS element (for citing)
Total Support$1,264,446,897TotalSupportAmt
Public Support CY1700.62140PublicSupportCY170Pct
Public Support PY1700.61070PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 10(A);2016 EXPERIENCE CORPS PROGRAM FEES - $1,185,995 2016 ALL OTHER PROGRAM INCOME - $372,069 2016 CGA SEVERANCE - $244,961 2016 CGA CHANGE IN VALUE - $(94,546) TOTAL PROGRAM SERVICE & OTHER INCOME - $1,708,479
PART II, LINE 10(B);2017 EXPERIENCE CORPS PROGRAM FEES - $765,957 2017 ALL OTHER PROGRAM INCOME - $20,232 2017 CGA SEVERANCE - $134,642 2017 CGA CHANGE IN VALUE - $(279,949) TOTAL PROGRAM SERVICE & OTHER INCOME - $640,882
PART II, LINE 10(C);2018 EXPERIENCE CORPS PROGRAM FEES - $907,953 2018 ALL OTHER PROGRAM INCOME - $213,238 2018 CGA SEVERANCE - $226,859 2018 CGA CHANGE IN VALUE - $(436,277) 2018 FUNDRAISING & MISCELLANEOUS INCOME - 10,591 TOTAL PROGRAM SERVICE & OTHER INCOME - $922, 364
PART II, LINE 10(D);2019 EXPERIENCE CORPS PROGRAM FEES - $945,380 2019 ALL OTHER PROGRAM INCOME - $441,701 2019 CGA SEVERANCE - $215,914 2019 CGA CHANGE IN VALUE - $(405,481) 2019 MISCELLANEOUS INCOME - $86 TOTAL PROGRAM SERVICE & OTHER INCOME - $1,197,601
PART II, LINE 10(E);2020 EXPERIENCE CORPS PROGRAM FEES - $ 268,525 2020 ALL OTHER PROGRAM INCOME - $ 404,715 2020 CGA SEVERANCE - $ 117,822 2020 CGA CHANGE IN VALUE - $ (266,358) 2020 MISCELLANEOUS INCOME - $0 TOTAL PROGRAM SERVICE & OTHER INCOME - $ 524,704

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$442,770,788BeginningYearBalanceAmt
Contributions$377,860ContributionsAmt
Investment Earnings Or Losses$40,251,351InvestmentEarningsOrLossesAmt
Other Expenditures$13,655,710OtherExpendituresAmt
End Year Balance$469,744,289EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$307,583,157BeginningYearBalanceAmt
Contributions$81,030,355ContributionsAmt
Investment Earnings Or Losses$55,109,672InvestmentEarningsOrLossesAmt
Other Expenditures$952,396OtherExpendituresAmt
End Year Balance$442,770,788EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$244,360,170BeginningYearBalanceAmt
Contributions$78,113,983ContributionsAmt
Investment Earnings Or Losses-$13,990,060InvestmentEarningsOrLossesAmt
Other Expenditures-$900,936OtherExpendituresAmt
End Year Balance$307,583,157EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,651,935BeginningYearBalanceAmt
Contributions$76,682,864ContributionsAmt
Investment Earnings Or Losses$26,913,632InvestmentEarningsOrLossesAmt
Other Expenditures$888,261OtherExpendituresAmt
End Year Balance$244,360,170EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,139,004BeginningYearBalanceAmt
Contributions$116,229,945ContributionsAmt
Investment Earnings Or Losses$9,190,695InvestmentEarningsOrLossesAmt
Other Expenditures$907,709OtherExpendituresAmt
End Year Balance$141,651,935EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05430BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.94570PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,440,000OtherCostOrOtherBasisAmt
Book Value$4,440,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,736,908OtherCostOrOtherBasisAmt
Depreciation$14,546,367DepreciationAmt
Book Value$8,190,541BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,006,254OtherCostOrOtherBasisAmt
Depreciation$2,082,981DepreciationAmt
Book Value$923,273BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,553,814TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY LIABILITYDesc
Amt$3,263,793Amt
FieldValueIRS element (for citing)
Total Liability$3,263,793TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$256,488,324TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$34,440,602NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$37,661,048DonatedServicesAndUseFcltsAmt
Revenue Not Reported$72,101,650RevenueNotReportedAmt
Revenue Subtotal$184,386,674RevenueSubtotalAmt
Other Revenues Not Included$2,159,869OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,159,869RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$186,546,543TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$208,765,833TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$37,663,728DonatedServicesUseFcltsAmt
Expenses Not Reported$37,663,728ExpensesNotReportedAmt
Expenses Subtotal$171,102,105ExpensesSubtotalAmt
Other Expenses Not Included$2,159,869OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,159,869ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$173,261,974TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:BOARD DESIGNATED QUASI-ENDOWMENT THE FOUNDATION'S NET ASSETS WITHOUT DONOR RESTRICTIONS INCLUDE AMOUNTS DESIGNATED BY ITS BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT FUND. THE FOUNDATION MAY SPEND THE BOARD-DESIGNATED QUASI-ENDOWMENT IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD. ASSETS OF BOTH THE DONOR-RESTRICTED AND QUASI-ENDOWMENT FUNDS ARE INVESTED IN A BROADLY DIVERSIFIED PORTFOLIO SPREAD OVER MULTIPLE ASSET CLASSES.
PART X, LINE 2:AARP FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 1,406,173. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 753,696.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 1,406,173. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 753,696.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CHAPMAN CUBINE ALLEN AND HUSSEY INC
2000 15TH STREET NORTH SUITE 550ARLINGTONVA22201DIRECT MAIL PRODUCTION MANAGEMENT SERVICES0$0$777,126$0
GIFT STRATEGIES
1539 FALLS RIVER AVE SUITE 3SEEKONKMA02771OUTBOUND CALLING SERVICES TO DONORS0$0$585,575$0
BLUE STATE DIGITAL
41 FLATBUSH AVENUE 8TH FLBROOKLYNNY11217MARKETING ADVISORY SERVICES0$0$549,705$0
AMERGENT
9 CENTENNIAL DRIVEPEABODYMA01960MARKETING ADVISORY SERVICES0$0$50,950$0
FieldValueIRS element (for citing)
Total Retained By Contractors$1,963,356TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesMELicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, COLUMN (V)THESE ENTITIES DO NOT RAISE FUNDS DIRECTLY FOR AARP FOUNDATION, BUT PROVIDE COUNSEL, SERVICES, AND SUPPORT TO AARP FOUNDATION'S INTERNAL DEVELOPMENT OFFICE. THE AMOUNTS REFLECTED IN SCHEDULE G ARE FOR THE PROFESSIONAL SERVICES AND REIMBURSEMENTS PAID BY AARP FOUNDATION FOR PROMOTIONAL AND TRAVEL EXPENSES.
SCHEDULE G, PART I, LINE 2 B(V)CHAPMAN CUBINE AND HUSSEY PROFESSIONAL FUNDRAISING FEE $630,732 CONSULTING SERVICES $29,737 ADVERTISING & PROMOTION $116,657 TOTAL PAID TO CHAPMAN CUBINE AND HUSSEY $ 777,126 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $396,000 CONSULTING SERVICES $153,705 TOTAL PAID TO BLUE STATE DIGITAL $549,705 GIFT STRATEGIES PROFESSIONAL FUNDRAISING FEE $585,575 TOTAL PAID TO GIFT STRATEGIES $585,575 AMERGENT PROFESSIONAL FUNDRAISING FEE $40,000 ADVERTISING & PROMOTION ($85) TECHNOLOGY FEE $11,035 TOTAL PAID TO AMERGENT $50,950 TOTAL AMOUNTS PAID TO FUNDRAISERS $1,963,356

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (88 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARP
601 E STREET NWWASHINGTONDC20049951985500501(C)(4)$143,028CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION
ACADIANA LEGAL SERVICES
1020 SURREY STREETLAFAYETTELA70501720832432501(C)(3)$150,000AARP FOUNDATION DISASTER RELIEF GRANT
AGENCY ON AGING OF SOUTH CENTRAL CT
117 WASHINGTON AVENUE STE 17NEW HAVENCT06473060915531501(C)(3)$61,155GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ALAMEDA COUNTY FOOD BANK
PO BOX 2599OAKLANDCA94614942960297501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
ALL HANDS AND HEARTS SMART RESPONSE INC
6 COUNTY ROAD SUITE 6MATTAPOISETTMA02739203414952501(C)(3)$100,000AARP FOUNDATION DISASTER RELIEF GRANT
AMERICAN ASSOCIATION OF COMMUNITY COLLEGES
ONE DUPONT CIRCLE NW STE 410WASHINGTONDC20036530196569501(C)(3)$10,000SPONSORSHIP FOR THE WORKFORCE DEVELOPMENT INSTITUTE
ASIAN AMERICAN FEDERATION
120 WALL STREET 9TH FLOORNEW YORKNY10005133572287501(C)(3)$300,000GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
ASSOCIATION OF COMMUNITY ACTION PARTNERSHIPS OF LOUISIANA
5668 MCCOY BYRNES RAODETHELLA70730463956278501(C)(3)$500,000AARP FOUNDATION DISASTER RELIEF GRANT
BENEFITS DATA TRUST
CENTRE SQUARE WEST 1500 MARKETPHILADEPHIAPA19102203455598501(C)(3)$420,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAMSTREET SUITE 2800
CALIFORNIA ASSOCIATION OF FOODBANKS
1624 FRANKLIN STREET SUITE 722LOS ANGELESCA94612680392816501(C)(3)$300,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
CALIFORNIA COMMUNITY FDN
221 SOUTH FIGUEROA STREET SUITE 400LOS ANGELESCA94612953510055501(C)(3)$30,000AARP FOUNDATION DISASTER RELIEF GRANT400
CARVER COMMUNITY ORGANIZATION INC
400 SE 8TH STEVANSVILLEIN47713350869030501(C)(3)$92,206GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CENTRAL VALLEY COM FDN
5260 N PALM AVE STE 122FRESNOCA93704770478025501(C)(3)$20,000AARP FOUNDATION DISASTER RELIEF GRANT
CHICANOS POR LA CAUSA
1112 E BUCKEYE ROADPHOENIXAZ85034860227210501(C)(3)$20,000GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM
CITY OF CASA GRANDE
449 N DRYLAKE STCASA GRANDEAZ85122866000237GOVT$75,000DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CITY OF PHOENIX
200 W WASHINGTON STREETPHOENIXAZ85003866000256GOVT$12,643GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CITY OF TEMPE
20 E SIXTH STTEMPEAZ85281866000262GOVT$92,359GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
COUNCIL ON AGING OF WEST FLORIDA INC
875 ROYCE STREETPENSACOLAFL32503591373939501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
DC CENTRAL KITCHEN
19 I ST NWWASHINGTONDC20001521584936501(C)(3)$50,000GENERAL SUPPORT AND SPONSORSHIP OF THE DC CENTRAL KITCHEN FOOD FIGHT
DEFY VENTURES
3550 WILSHIRE BLVD SUITE 1550LOS ANGELESCA90010273611908501(C)(3)$144,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
DIOCESAN HOUSING SERVICES CORPORATION
1845 HADDON AVENUECAMDENNJ08103010592402501(C)(3)$53,100GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
EAST SIDE LEARNING CENTER
740 YORK AVESAINT PAULMN55106043699678501(C)(3)$228,186GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
EQUALITY FEDERATION INSTITUTE
818 SW 3RD AVE 141PORTLANDOR97204810670151501(C)(3)$300,000GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
FEEDING THE GULF COAST
5248 MOBILE SOUTH STREETTHEODOREAL36582630821997501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
FRONT PORCH COMMUNITIES & SERVICES
800 NORTH BRAND BLVD FLOOR 19GLENDALECA91203954538269501(C)(3)$172,095GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
GENERATIONS INCORPORATED
25 KINGSTON ST 4TH FLBOSTONMA02111043227007501(C)(3)$313,105GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052530196584501(C)(3)$220,000GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM
GRANTMAKERS IN AGING
2001 JEFFERSON DAVIS HWY STE 504ARLINGTONVA22202134014982501(C)(3)$50,000GENERAL SUPPORT
GREATER CLEVELAND VOLUNTEERS
4415 EUCLID AVE STE 200CLEVELANDOH44103341356768501(C)(3)$128,026GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
GREATER NEW ORLEANS DEVELOPMENT FOUNDATION
1100 POYDRAS ST STE 3475NEW ORLEANSLA70163721177207501(C)(3)$295,315GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
HUNGER SOLUTIONS NEW YORK
14 COMPUTER DRIVE EAST 2ND FLOORALBANYNY12205222954760501(C)(3)$264,520GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
INFO LINE OF SAN DIEGO COUNTY DBA 2-1-1 SAN DIEGO
3860 CALLE FORTUNADA SUITE 101SAN DIEGOCA92123331029843501(C)(3)$160,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
INNOVATIVE BUSINESS SOLUTIONS LLC
1000 EAGLE RIDGE DR STE FSCHERERVILLEIN46375822752776PRIVATE LLC$13,050GRANT TO SUPPORT AARP FOUNDATIONS' WORK FOR YOURSELF 50+ PROGRAM
JEFFERSON STATE COMMUNITY COLLEGE
2601 CARSON RDBIRMINGHAMAL35215630501357GOVT ENTITY$25,000GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
JERSEY CITY HOUSING AUTHORITY
400 US HIGHWAY 1 MARION GARDENSJERSEY CITYNJ07306226002501GOVT ENTITY$35,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAMBLDG 7
JEWISH COMMUNITY HOUSING CORP
760 NORTHFIELD AVEORANGENJ07052222540505501(C)(3)$37,100GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
JOBS FOR THE FUTURE INC
88 BROAD ST FL 8BOSTONMA02110061164568501(C)(3)$155,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(C)(3)$240,587GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
LAS BEST
200 N SPRING ST M 120LOS ANGELESCA90012954311058501(C)(3)$40,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY ST STE 1160SAN FRANCISCOCA94104810564400501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
LEGAL AID OF SONOMA COUNTY
144 SOUTH E STREET STE 100SANTA ROSACA95404680008581501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
LEGAL SERVICES OF NORTH FLORIDA
2119 DELTA BOULEVARDTALLAHASSEEFL32303510197090501(C)(3)$100,000AARP FOUNDATION DISASTER RELIEF GRANT
LEGAL SERVICES OF NORTHERN CALIFORNIA
517 12TH STREETSACRAMENTOCA95814941384659501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
LONE STAR LEGAL AID
P O BOX 398HOUSTONTX770010398741537787501(C)(3)$150,000AARP FOUNDATION DISASTER RELIEF GRANT
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90017953135649501(C)(3)$50,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
LUTHERAN SOCIAL MINISTRIES NJ
3 MANHATTAN DRIVEBURLINGTONNJ08016221487237501(C)(3)$20,500GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
MEALS ON WHEELS AMERICA
413 N LEE STALEXANDRIAVA22314237447812501(C)(3)$750,000DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
MERCY HOUSING
1600 BROADWAY SUITE 2000DENVERCO80202470646706501(C)(3)$579,250GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION AND HOUSING PROGRAMS
METROPOLITAN FAMILY SERVICE
230 NE 2ND AVE STE 2HILLSBOROOR97124930397825501(C)(3)$127,146GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SW OFFICE OFATLANTAGA30310581438873501(C)(3)$142,600GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAMSPONSORED RESEARCH ADMIN
MRELIEF
233 N MICHIGAN AVENUECHICAGOIL60601473559589501(C)(3)$193,395GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
NATIONAL CHURCH RESIDENCES FOUNDATION
2335 NORTH BANK DRIVECOLUMBUSOH43220202308665501(C)(3)$248,500GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
NATIONAL OLDER WORKER CAREER CENTER
3811 N FAIRFAX DRIVE SUITE 900ARLINGTONVA22203522003078501(C)(3)$200,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
NATIONAL OPINION RESEARCH CENTER
1155 E 60TH STCHICAGOIL60637362167808501(C)(3)$139,373GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
NORTHWEST JUSTICE PROJECT
401 2ND AVE S STE 407SEATTLEWA98104911687791501(C)(3)$90,000AARP FOUNDATION DISASTER RELIEF GRANT
OCHIN INC
1881 SW NAITO PKWYPORTLANDOR97201200195556501(C)(3)$633,420GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
PACIFIC COMMUNITY VENTURES
1700 BROADWAY 300OAKLANDCA94612770485877501(C)(3)$150,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
PARENTIS HEALTH FOUNDATION
24012 CALLE DE LA PLATA 400LAGUNA HILLSCA92653811188544501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
READ TO SUCCEED BUFFALO INC
392 PEARL ST STE 100BUFFALONY14202263606661501(C)(3)$69,440GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ROOT CAUSE COALITION
1801 RICHARDS RDTOLEDOOH43607475126498501(C)(3)$30,000GENERAL SUPPORT
SACRAMENTO CHINESE COMMUNITY SERVICES
420 I ST STE 5SACRAMENTOCA95814942581434501(C)(3)$59,177GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
SACRAMENTO FOOD BANK & FAMILY SERVICES
3333 3RD AVENUESACRAMENTOCA95817943315566501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
SAN FRANCISCO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107943041517501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
SC THRIVE
2211 ALPINE ROAD EXTENSIONCOLUMBIASC29223901011409501(C)(3)$80,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
SEATTLE JOBS INITIATIVE
1200-12TH AVENUE SOUTH 106SEATTLEWA98144470900181501(C)(3)$119,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
SEQUOIA LIVING INC
1525 POST STSAN FRANCISCOCA94109941437728501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
SHRIVER CENTER ON POVERTY LAW
50 E WASHINGTON ST STE 500CHICAGOIL60602363151279501(C)(3)$150,000DONATION TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
SOUND GENERATIONS
2208 SECOND AVENUE STE 100SEATTLEWA98121910823767501(C)(3)$299,674GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
SOUTH AL REGIONAL PLANNING COMMISSION
110 BEAUREGARD ST SUITE 207MOBILEAL36602630501382501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
SOUTH ALABAMA VOLUNTEER LAWYERS PROGRAM
118 N ROYAL STREET SUITE 402MOBILEAL36602680550595501(C)(3)$100,000AARP FOUNDATION DISASTER RELIEF GRANT
ST BERNARD PROJECT
2645 TOULOUSE STREETNEW ORLEANSLA70119262189665501(C)(3)$100,000AARP FOUNDATION DISASTER RELIEF GRANT
SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED
638 THIRD STREETOAKLANDCA94607943251867501(C)(3)$30,600GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
THE CHILDRENS INITIATIVE
4438 INGRAHAM STSAN DIEGOCA92109770587835501(C)(3)$49,313GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
THE COMMUNITY FOUNDATION OF MIDDLE TN
3833 CLEGHORN AVE 400NASHVILLETN37215621471789501(C)(3)$10,000AARP FOUNDATION DISASTER RELIEF DONATION
THE NONPROFIT ALLIANCE FOUNDATION
1319 F ST NWWASHINGTONDC20004833751224501(C)(3)$100,000DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
UNITED METHODIST COMMUNITIES
3311 RT 33NEPTUNENJ07753222720958501(C)(3)$6,500GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
UNITED WAY OF BALDWIN COUNTY
700 N MCKENZIE STREETFOLEYAL36535631050217501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
UNITED WAY OF CENTRAL GEORGIA INC
277 MARTIN LUTHER KING JR BLVD STEMACONGA312021302580639811501(C)(3)$19,994GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM301
UNITED WAY OF GREATER ATLANTA INC
40 COURTLAND STATLANTAGA30303580566194501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
UNITED WAY OF JACKSON COUNTY
60 HAWTHORNE STREETMEDFORDOR97504930576632501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
UNITED WAY OF LANE COUNTY
3171 GATEWAY LOOPSPRINGFIELDOR97477930394142501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
UNITED WAY OF WEST FLORIDA
1301 W GOVERNMENT STREETPENSACOLAFL32502590651076501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
UNIVERSITY OF MAINE SYSTEM
5703 ALUMNI HALL STE 101ORONOME04469016000769501(C)(3)$15,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BLVDBOSTONMA02125043167352GOV'T ENTITY$287,572GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA STREET STE 102LOS ANGELESCA90089951642394501(C)(3)$449,418GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024520880375501(C)(3)$193,796GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
VOLUNTEERS OF AMERICA NATIONAL SERVICES
7485 OFFICE RIDGE CIRCLEEDEN PRAIRIEMN55344411467162501(C)(3)$9,300GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
WA STATE COM ACTION PSHIP
PO BOX 7130OLYMPIAWA98507911947862501(C)(3)$100,000AARP FOUNDATION DISASTER RELIEF GRANT
FieldValueIRS element (for citing)
Total501c3 Org86Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A)12000$57,500,142
EXPERIENCE CORPS MENTORING & TUTORING STIPENDS2000$359,176
EMPLOYEE CRISIS FUND6$20,551
SAVE YOUR REFUND PROMOTION4$30,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAARP FOUNDATION HAS WRITTEN GRANT AGREEMENTS IN PLACE WITH FINANCIAL AND PROGRAMMATIC REPORTING REQUIREMENTS. THE REPORTS ARE REVIEWED AND FINAL PAYMENTS ARE NOT MADE UNTIL ALL WORK HAS BEEN COMPLETED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA MARSH RYERSON
PRESIDENT$365,343$6,349$113,394$0$5,064$0$11,400$41,585$22,632$0$517,833$47,934$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT$334,786$0$81,804$0$3,978$0$11,400$41,585$13,522$0$445,490$41,585$0$0
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER$281,503$15,249$69,386$0$3,536$0$11,400$41,585$18,963$0$384,788$56,834$0$0
EMILY S ALLEN
SVP - AARP FDN PROGRAMS$268,312$0$64,389$0$3,687$0$11,400$41,585$8,613$0$356,401$41,585$0$0
JAMI L WYATT
SECRETARY$0$235,735$0$55,063$0$3,117$0$52,985$0$18,963$0$365,863$0$0
WILLIAM A RIVERA
SVP - LITIGATION$236,275$12,120$57,988$0$2,644$0$11,400$41,585$1,678$0$309,985$53,705$0$0
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS$213,247$0$52,045$0$2,627$0$10,612$38,710$21,034$0$299,565$38,710$0$0
PATRICK LANDERS
VP - STRATEGY & INNOVATION$212,216$0$50,486$0$2,123$0$10,508$38,332$12,450$0$287,783$38,332$0$0
STEPHEN VENUTE
VP - CORP & FOUNDATION RELATIONS$214,220$0$51,740$0$2,567$0$10,638$38,807$8,085$0$287,250$38,807$0$0
MARC MCDONALD
VP - FD INTEGRATION$202,882$0$47,396$0$2,190$0$10,011$36,519$16,564$0$279,043$36,519$0$0
STEVEN DELVECCHIO
VP - DIRECT RESPONSE$139,114$69,806$50,460$0$3,653$0$10,375$37,847$1,447$0$205,049$107,653$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL NON-EMPLOYEE OFFICERS AND DIRECTORS FOR AARP FOUNDATION SERVE ON A VOLUNTEER BASIS AND ARE NOT COMPENSATED FOR THEIR GENEROUS COMMITMENT TO AARP FOUNDATION. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REIMBURSED BY AARP FOUNDATION FOR TRAVEL AND SUBSISTENCE COSTS INCURRED IN CARRYING OUT THEIR DUTIES. BOARD MEMBERS LLOYD JOHNSON, LIBBY SARTAIN, ROBERT BLANCATO AND MARGOT JAMES COPELAND SIT ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THESE BOARD MEMBERS AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSSUP PAYMENT.
PART I, LINE 5AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION PLAN. UNDER THAT COMPENSATION PLAN, NUMEROUS ORGANIZATIONAL FACTORS ARE CONSIDERED IN EMPLOYEE COMPENSATION, OF WHICH GROSS REVENUES IS ONE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DISTRICT OF COLUMBIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839H48CUSIPNum
Bond Issued2004-10-21BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposePURCHASE OF OFFICE SPACEPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Capital Expenditures$23,688,767CapitalExpendituresAmt
Other Spent Proceeds$1,311,233OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00700PrivateBusUseByOthersPct
Total Private Business Use0.00700TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDAVID ADAMEPersonNm
Relationship With OrgPRESIDENT OF CHICANOS POR LA CAUSA INC AND BOARD MEMBER OF AARP FOUNDATIONRelationshipWithOrgTxt
Type Of AssistanceRESTRICTED GRANTTypeOfAssistanceTxt
Assistance PurposeSUPPORT FOR THE PROPERTY TAX-AIDE ARIZONA PILOT PROGRAMAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionAFFILIATED ENTITYRelationshipDescriptionTxt
Transaction$143,028TransactionAmt
TransactionGRANTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, COLUMN (D)FormAndLineReferenceDesc
ExplanationGRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATIONExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$24,738NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH / LOW AVERAGEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)TABLETS220$168,000MARKET VALUE
Yes (X)PHONES481$80,510MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationAARP FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED. PER THE IRS ISSUED INSTRUCTIONS TO SCHEDULE M, EACH SEPARATE CONTRIBUTION OF PUBLICLY TRADED STOCK WAS TREATED AS AN ITEM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP.
FORM 990, PART VI, SECTION A, LINE 7BTHE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OF DIRECTORS, DESIGNATING A SUCCESSOR. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 FOR AARP FOUNDATION ("FOUNDATION") IS PREPARED BY AN OUTSIDE CONSULTANT AND REVIEWED BY AARP FOUNDATION'S CFO, PRESIDENT, AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE AARP FOUNDATION BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, ALL BOARD MEMBERS AND EMPLOYEES (INCLUDING OFFICERS) ARE REQUIRED TO REVIEW THE CODE OF CONDUCT, FORMALLY ACKNOWLEDGE THEIR UNDERSTANDING OF THE CODE, AND DISCLOSE ANY REAL OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURES ARE REVIEWED BY APPROPRIATE MANAGEMENT (OR IN THE CASE OF A BOARD MEMBER, THE BOARD CHAIR, AND IF NECESSARY, THE BOARD OF DIRECTORS), AND THE ETHICS & COMPLIANCE OFFICE. THE APPROPRIATE RESOLUTION PLAN IS IMPLEMENTED (FOR EXAMPLE, RECUSAL FROM PARTICIPATING IN ANY DELIBERATIONS AND DECISIONS RELEVANT TO THE DISCLOSURE). THE ETHICS & COMPLIANCE OFFICE MONITORS COMPLIANCE WITH THESE REQUIREMENTS AND ENSURES PROPER FOLLOW-UP AS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15ATHROUGH ITS SHARED SERVICES AGREEMENT WITH AARP, AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION REVIEWS. AARP HAS A COMPETITIVE POSITION IN THE MARKETPLACE THAT CONSIDERS RELEVANT FOR-PROFIT AND NOT-FOR-PROFIT DATA SINCE THIS IS THE LANDSCAPE IN WHICH AARP AND ITS AFFILIATES COMPETE FOR TALENT. ESTABLISHING THE APPROPRIATE COMPENSATION FOR POSITIONS AND JOBS CONSIDERS EXTERNAL MARKET PRICING (WHERE POSSIBLE) FROM AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. INTERNAL CRITERIA IS BASED ON A STANDARD APPROACH THAT MEASURES THE INTERNAL VALUE OF POSITIONS, INCLUDING: COMPLEXITY AND SCOPE OF RESPONSIBILITY, SKILL SET AND COMPETENCIES, EDUCATION AND EXPERIENCE, AND THE REPORTING RELATIONSHIP OF THE POSITION. AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION IS MEASURED THROUGH AARP'S PERFORMANCE MANAGEMENT APPROACH AND THEN REWARDED THROUGH AARP'S ANNUAL BASE PAY MERIT AND INCENTIVE AWARD PROGRAMS. THIS PROCESS APPLIES TO ALL EMPLOYEES OF THE FOUNDATION INCLUDING THE PRESIDENT, CFO, AND KEY EMPLOYEES. BASED ON THE PROCESS DESCRIBED ABOVE, THE AARP FOUNDATION BOARD CHAIR APPROVES ADJUSTMENTS TO THE PRESIDENT'S COMPENSATION PACKAGE. THE JOB PERFORMANCE OF THE CFO AND OTHER KEY EMPLOYEES ARE DISCUSSED ANNUALLY WITH THE STRATEGY AND GOVERNANCE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18AARP FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO.
FORM 990, PART VI, SECTION C, LINE 19AARP FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO.
PART VII, SEC. A, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEESAARP FOUNDATION HAS A STANDARD 40 HOUR WORK WEEK AND THE AVERAGE HOURS ARE DISCLOSED ON FORM 990. OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OFTEN WORK IN EXCESS OF THAT AMOUNT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP (CONSOLIDATED)
601 E STREET NWWASHINGTONDC20049951985500SOCIAL WELFARE ORGANIZATION DEDICATED TO PERSONS OVER AGE 50DC501(C)(4)N/AN/A0
LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NWWASHINGTONDC20049521194741PUBLIC CHARITY PROVIDING LEGAL ASSISTANCE/EDUCATION TO DC ELDERLY RESIDENTSDC501(C)(3)509(A)(1)0AARP
AARP INSURANCE PLAN
601 E STREET NWWASHINGTONDC20049526069387GRANTOR TRUST HOLDING CERTAIN AARP GROUP HEALTH INSURANCE POLICIESDC501(C)(4)N/A0AARP
WISH OF A LIFETIME
303 EAST 17TH AVE STE 850DENVERCO80203262123649SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/SHARING LIFELONG WISHESCO501(C)(3)509(A)(1)0AARP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AARP FINANCIAL SERVICES CORPORATION
601 E STREET NWWASHINGTONDC20049521367607REAL ESTATE HOLDING COMPANYDEAARPC0
AARP SERVICES INC (CONSOLIDATED)
620 F STREET NWWASHINGTONDC20004522141065QUALITY CONTROL AND RESEARCHDEAARPC0
THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST
5011 HAVEN AVENUEOCEAN CITYNJ08226206379297CHARITABLE REMAINDER TRUSTNJT0N/A
AARP FOUNDATION TRUST
400 HOWARD STREETSAN FRANCISCOCA94105306645384GRANTOR TRUSTCAAARP FOUNDATIONT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP INC - GRANT AWARDS TO AARP FOR PERFROMANCE OF CHARITABLE ACTIVITIES
B$143,028GRANT AGREEMENTS
AARP INC - CASH CONTRIBUTIONS
C$10,414,962CASH PAID
AARP INC - BOND STANDBY AGREEMENT
E$25,000,000IN THE EVENT OF DEFAULT
AARP INC - IN-KIND SHARED SERVICES
M$25,391,350ALLOCABLE COST
AARP INC - IN-KIND ADVERTISING
M$5,255,443PUBLICATION SPACE MARKET VALUE
AARP INC - MAILING LISTS
NSEE SUPPLEMENTAL INFORMATION
AARP INC - IN-KIND RENT
N$67,660ALLOCABLE COST
AARP INC - MAINTENANCE & TELEPHONE
P$832,856COSTS INCURRED
AARP INC - SHARED EMPLOYEE SALARY
Q$455,481ACTUAL SALARY FOR TIME REPORTED
AARP INC - 25K ANNUAL FEE LINE OF CREDIT
R$25,000CASH PAID
AARP SERVICES INC
C$2,000CASH PAID
ANDRUS INSURANCE FUND INC - WORKERS COMP & OTHER INSURANCE
R$2,408,296PREMIUMS PAID

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 2(A)(7)FormAndLineReferenceDesc
ExplanationAARP FOUNDATION AND AARP, ITS PARENT ORGANIZATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS.ExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.