2021-11-10T15:19:57-06:00 2020-12-31 331197384 ANDERSEN TAX LLC 400 SOUTH HOPE STREET SUITE 1000 LOS ANGELES CA 90071 990 2020-01-01 520794300 AARP FOUNDATION AARP 2024343399 601 E STREET NW TAX DEPT WASHINGTON DC 20049 LISA MARSH RYERSON PRESIDENT 2024343399 2021-11-09 1 LISA MARSH RYERSON 999009999 PARVIN VAN ENGER P00955143 2135932300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LISA MARSH RYERSON 601 E STREET NW TAX DEPT WASHINGTON DC 20049 924118567 0 X WWW.AARP.ORG/FOUNDATION X 1961 DC A 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. 10 10 345 38598 96516 42723 263901185 167121308 1387081 673239 30703169 19272863 -189481 -520867 295801954 186546543 80209169 69721631 0 0 38099911 41959162 1528682 1652307 21950712 67588163 59928874 187425925 173261974 108376029 13284569 598934811 636519309 64765477 54627484 534169334 581891825 X AARP 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. 0 0 74096938 57504270 0 THE 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/SCSEP 13468913 AARP 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/TAXAIDE 9368671 1904408 268525 AARP 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/ 7098043 3235611 19925 AARP 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/ 5278270 6500 125718 LITIGATION-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 1398932 85323 257196 HOUSING-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. 6609091 2119070 1875 ISOLATION-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. 4635761 1812305 INCOME 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. 4485772 903639 BACK 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/ 10692854 2150505 CONTRIBUTIONS 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. 40198723 10312953 404714 137133245 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 1 0 1 167 0 1 345 1 1 1 1 KS 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA OK IN X X PATRICIA D SHANNON 2024343399 601 E STREET NW WASHINGTON DC 20049 X DIANE D MILLER BOARD / VICE CHAIR (AS OF 8/12/20) 6.00 X 0 0 0 HARRY E JOHNSON BOARD / FINANCE CHA (UNTIL 6/10/20) 6.00 X 0 0 0 GREGORY J DYSON BOARD MEMBER (AS OF 10/14/20) 6.00 X 0 0 0 MARGOT JAMES COPELAND BOARD MEMBER (AS OF 6/10/20) 6.00 10.00 X 0 0 0 ANN G DAW BOARD / FINANCE COMMITTEE CHAIR 6.00 X 0 0 0 PATRICIA BANKS BOARD MEMBER 6.00 X 0 0 0 SUSAN WERTH BOARD MEMBER 6.00 X 0 0 0 DAVID ADAME BOARD MEMBER 6.00 X 0 0 0 LLOYD JOHNSON BOARD CHAIR (UNTIL 6/10/20) 6.00 10.00 X 0 2473 0 LIBBY SARTAIN BOARD CHAIR (AS OF 6/10/20) 6.00 10.00 X 0 1666 0 ROBERT BLANCATO BOARD MEMBER (AS OF 6/10/20) 6.00 10.00 X 0 0 0 JAIME GUTIERREZ BOARD / VICE CHAIR (UNTIL 6/10/20) 6.00 X 0 0 0 BETTY J HUDSON BOARD MEMBER (AS OF 10/14/20) 6.00 X 0 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 40.00 X 420568 0 66507 LISA MARSH RYERSON PRESIDENT 40.00 X 483801 6349 75617 JAMI L WYATT SECRETARY 1.00 40.00 X 0 293915 71948 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 40.00 X 354425 15249 71948 WILLIAM A RIVERA SVP - LITIGATION 40.00 X 296907 12120 54663 EMILY S ALLEN SVP - AARP FDN PROGRAMS 40.00 X 336388 0 61598 MARC MCDONALD VP - FD INTEGRATION 40.00 X 252468 0 63094 STEVEN DELVECCHIO VP - DIRECT RESPONSE 40.00 X 193227 69806 49669 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 40.00 X 268527 0 57530 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 40.00 X 267919 0 70356 PATRICK LANDERS VP - STRATEGY & INNOVATION 40.00 X 264825 0 61290 3139055 401578 704220 111 0 1 0 CP DIRECT INC 4600 BOSTON WAY LANHAM MD 20706 COMMERCIAL PRINTING SERVICES 1611593 CONCORD LITHO GROUP INC 92 OLD TURNPIKE RD CONCORD NH 033017309 PRINTING & DIRECT MARKETING SERVICES 1595448 GRACEWORKZ LLC 1311 W BADGER RD MADISON WI 53713 IT PRINTER SERVICE AND IMAGING SUPPLIES 1490084 DIRECT MAIL SOLUTIONS 5540 KETCH ROAD PRINCE FREDERICK MD 20678 COMMERCIAL PRINTING SERVICES 1209673 HIRSCHFELD MARKETING SOLUTIONS 10231 BAILEY RD CORNELIUS NC 28031 MEAL PACK MARKETING & OPERATIONS 1048048 122 122097 10416962 87516620 69065629 273248 167121308 EXPERIENCE CORPS PROGRAM FEES 900099 268525 268525 404714 404714 673239 15124937 20373 15104564 741719950 737572024 4147926 4147926 80657 4067269 CHARITABLE GIFT ANNUITY SEVERANCE 900099 117822 117822 CHANGE IN VALUE- CHARITABLE GIFT 900099 -266358 -266358 K-1 PARTNERSHIP INCOME 900099 -372331 -4514 -367817 -520867 186546543 673239 96516 18655480 11811762 11811762 57909869 57909869 2014497 666385 963324 384788 32166781 23466954 5219519 3480308 1104680 785789 194069 124822 4345716 3047594 811870 486252 2327488 1616467 448930 262091 301496 301496 164000 164000 1652307 1652307 1801014 1801014 12431706 10102698 1294414 1034594 3519038 1431836 1228018 859184 3088710 3060881 4311 23518 5932249 5403797 289016 239436 3070967 2703915 244539 122513 370960 303418 28293 39249 29467 27614 -7188 9041 252399 89656 139207 23536 1555392 766668 589306 199418 PRINTING AND POSTAGE 20603210 7763526 37696 12801988 VOLUNTEER TRAVEL/ACTIVI 3666993 3655753 11240 TELECOMMUNICATION EXPEN 1810066 1685402 99954 24710 MISCELLANEOUS OPERATING 1331207 531765 616485 182957 173261974 137133245 14178017 21950712 X 15183286 5305458 0 9877828 3393270 1893064 19697220 4701759 13583525 14997156 867035 1439048 30183162 16629348 14997045 13553814 534768098 587702333 5209704 6071530 6165767 5924718 253147 235887 598934811 636519309 28012161 17792852 8532978 8330839 170827 240000 25000000 25000000 3049511 3263793 64765477 54627484 X 112088429 130846601 422080905 451045224 534169334 581891825 598934811 636519309 13284569 34440602 -2680 0 X 0 1 X 1 1 1 X 281047140 249808214 248393740 263901186 167121307 1210271587 281047140 249808214 248393740 263901186 167121307 1210271587 424568672 785702915 6172014 10040083 11340283 16687555 4941346 49181281 1708479 640882 922364 1197600 524704 4994029 1264446897 0.62140 0.61070 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 442770788 377860 40251351 13655710 469744289 307583157 81030355 55109672 952396 442770788 244360170 78113983 -13990060 -900936 307583157 141651935 76682864 26913632 888261 244360170 17139004 116229945 9190695 907709 141651935 0.05430 0.94570 0 0 4440000 4440000 22736908 14546367 8190541 3006254 2082981 923273 13553814 CHARITABLE GIFT ANNUITY LIABILITY 3263793 3263793 X 256488324 34440602 37661048 72101650 184386674 2159869 2159869 186546543 208765833 37663728 37663728 171102105 2159869 2159869 173261974 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. X X X X X X 1 CHAPMAN CUBINE ALLEN AND HUSSEY INC 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 DIRECT MAIL PRODUCTION MANAGEMENT SERVICES 0 0 777126 0 GIFT STRATEGIES 1539 FALLS RIVER AVE SUITE 3 SEEKONK MA 02771 OUTBOUND CALLING SERVICES TO DONORS 0 0 585575 0 BLUE STATE DIGITAL 41 FLATBUSH AVENUE 8TH FL BROOKLYN NY 11217 MARKETING ADVISORY SERVICES 0 0 549705 0 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 MARKETING ADVISORY SERVICES 0 0 50950 0 1963356 AL AK CA CT CO DC FL GA HI IL KS KY MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR ME 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 1 AARP 601 E STREET NW WASHINGTON DC 20049 951985500 501(C)(4) 143028 CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION ACADIANA LEGAL SERVICES 1020 SURREY STREET LAFAYETTE LA 70501 720832432 501(C)(3) 150000 AARP FOUNDATION DISASTER RELIEF GRANT AGENCY ON AGING OF SOUTH CENTRAL CT 117 WASHINGTON AVENUE STE 17 NEW HAVEN CT 06473 060915531 501(C)(3) 61155 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ALAMEDA COUNTY FOOD BANK PO BOX 2599 OAKLAND CA 94614 942960297 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM ALL HANDS AND HEARTS SMART RESPONSE INC 6 COUNTY ROAD SUITE 6 MATTAPOISETT MA 02739 203414952 501(C)(3) 100000 AARP FOUNDATION DISASTER RELIEF GRANT AMERICAN ASSOCIATION OF COMMUNITY COLLEGES ONE DUPONT CIRCLE NW STE 410 WASHINGTON DC 20036 530196569 501(C)(3) 10000 SPONSORSHIP FOR THE WORKFORCE DEVELOPMENT INSTITUTE ASIAN AMERICAN FEDERATION 120 WALL STREET 9TH FLOOR NEW YORK NY 10005 133572287 501(C)(3) 300000 GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM ASSOCIATION OF COMMUNITY ACTION PARTNERSHIPS OF LOUISIANA 5668 MCCOY BYRNES RAOD ETHEL LA 70730 463956278 501(C)(3) 500000 AARP FOUNDATION DISASTER RELIEF GRANT BENEFITS DATA TRUST CENTRE SQUARE WEST 1500 MARKET STREET SUITE 2800 PHILADEPHIA PA 19102 203455598 501(C)(3) 420000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM CALIFORNIA ASSOCIATION OF FOODBANKS 1624 FRANKLIN STREET SUITE 722 LOS ANGELES CA 94612 680392816 501(C)(3) 300000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM CALIFORNIA COMMUNITY FDN 221 SOUTH FIGUEROA STREET SUITE 400 400 LOS ANGELES CA 94612 953510055 501(C)(3) 30000 AARP FOUNDATION DISASTER RELIEF GRANT CARVER COMMUNITY ORGANIZATION INC 400 SE 8TH ST EVANSVILLE IN 47713 350869030 501(C)(3) 92206 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CENTRAL VALLEY COM FDN 5260 N PALM AVE STE 122 FRESNO CA 93704 770478025 501(C)(3) 20000 AARP FOUNDATION DISASTER RELIEF GRANT CHICANOS POR LA CAUSA 1112 E BUCKEYE ROAD PHOENIX AZ 85034 860227210 501(C)(3) 20000 GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM CITY OF CASA GRANDE 449 N DRYLAKE ST CASA GRANDE AZ 85122 866000237 GOVT 75000 DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CITY OF PHOENIX 200 W WASHINGTON STREET PHOENIX AZ 85003 866000256 GOVT 12643 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CITY OF TEMPE 20 E SIXTH ST TEMPE AZ 85281 866000262 GOVT 92359 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM COUNCIL ON AGING OF WEST FLORIDA INC 875 ROYCE STREET PENSACOLA FL 32503 591373939 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT DC CENTRAL KITCHEN 19 I ST NW WASHINGTON DC 20001 521584936 501(C)(3) 50000 GENERAL SUPPORT AND SPONSORSHIP OF THE DC CENTRAL KITCHEN FOOD FIGHT DEFY VENTURES 3550 WILSHIRE BLVD SUITE 1550 LOS ANGELES CA 90010 273611908 501(C)(3) 144000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM DIOCESAN HOUSING SERVICES CORPORATION 1845 HADDON AVENUE CAMDEN NJ 08103 010592402 501(C)(3) 53100 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM EAST SIDE LEARNING CENTER 740 YORK AVE SAINT PAUL MN 55106 043699678 501(C)(3) 228186 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM EQUALITY FEDERATION INSTITUTE 818 SW 3RD AVE 141 PORTLAND OR 97204 810670151 501(C)(3) 300000 GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM FEEDING THE GULF COAST 5248 MOBILE SOUTH STREET THEODORE AL 36582 630821997 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM FRONT PORCH COMMUNITIES & SERVICES 800 NORTH BRAND BLVD FLOOR 19 GLENDALE CA 91203 954538269 501(C)(3) 172095 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM GENERATIONS INCORPORATED 25 KINGSTON ST 4TH FL BOSTON MA 02111 043227007 501(C)(3) 313105 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM GEORGE WASHINGTON UNIVERSITY 1918 F STREET NW WASHINGTON DC 20052 530196584 501(C)(3) 220000 GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM GRANTMAKERS IN AGING 2001 JEFFERSON DAVIS HWY STE 504 ARLINGTON VA 22202 134014982 501(C)(3) 50000 GENERAL SUPPORT GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE STE 200 CLEVELAND OH 44103 341356768 501(C)(3) 128026 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM GREATER NEW ORLEANS DEVELOPMENT FOUNDATION 1100 POYDRAS ST STE 3475 NEW ORLEANS LA 70163 721177207 501(C)(3) 295315 GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM HUNGER SOLUTIONS NEW YORK 14 COMPUTER DRIVE EAST 2ND FLOOR ALBANY NY 12205 222954760 501(C)(3) 264520 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM INFO LINE OF SAN DIEGO COUNTY DBA 2-1-1 SAN DIEGO 3860 CALLE FORTUNADA SUITE 101 SAN DIEGO CA 92123 331029843 501(C)(3) 160000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM INNOVATIVE BUSINESS SOLUTIONS LLC 1000 EAGLE RIDGE DR STE F SCHERERVILLE IN 46375 822752776 PRIVATE LLC 13050 GRANT TO SUPPORT AARP FOUNDATIONS' WORK FOR YOURSELF 50+ PROGRAM JEFFERSON STATE COMMUNITY COLLEGE 2601 CARSON RD BIRMINGHAM AL 35215 630501357 GOVT ENTITY 25000 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM JERSEY CITY HOUSING AUTHORITY 400 US HIGHWAY 1 MARION GARDENS BLDG 7 JERSEY CITY NJ 07306 226002501 GOVT ENTITY 35000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM JEWISH COMMUNITY HOUSING CORP 760 NORTHFIELD AVE ORANGE NJ 07052 222540505 501(C)(3) 37100 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM JOBS FOR THE FUTURE INC 88 BROAD ST FL 8 BOSTON MA 02110 061164568 501(C)(3) 155000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD BALTIMORE MD 21211 520595110 501(C)(3) 240587 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM LAS BEST 200 N SPRING ST M 120 LOS ANGELES CA 90012 954311058 501(C)(3) 40000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM LATINO COMMUNITY FOUNDATION 235 MONTGOMERY ST STE 1160 SAN FRANCISCO CA 94104 810564400 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT LEGAL AID OF SONOMA COUNTY 144 SOUTH E STREET STE 100 SANTA ROSA CA 95404 680008581 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT LEGAL SERVICES OF NORTH FLORIDA 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 510197090 501(C)(3) 100000 AARP FOUNDATION DISASTER RELIEF GRANT LEGAL SERVICES OF NORTHERN CALIFORNIA 517 12TH STREET SACRAMENTO CA 95814 941384659 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT LONE STAR LEGAL AID P O BOX 398 HOUSTON TX 770010398 741537787 501(C)(3) 150000 AARP FOUNDATION DISASTER RELIEF GRANT LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STREET LOS ANGELES CA 90017 953135649 501(C)(3) 50000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM LUTHERAN SOCIAL MINISTRIES NJ 3 MANHATTAN DRIVE BURLINGTON NJ 08016 221487237 501(C)(3) 20500 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM MEALS ON WHEELS AMERICA 413 N LEE ST ALEXANDRIA VA 22314 237447812 501(C)(3) 750000 DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM MERCY HOUSING 1600 BROADWAY SUITE 2000 DENVER CO 80202 470646706 501(C)(3) 579250 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION AND HOUSING PROGRAMS METROPOLITAN FAMILY SERVICE 230 NE 2ND AVE STE 2 HILLSBORO OR 97124 930397825 501(C)(3) 127146 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DR SW OFFICE OF SPONSORED RESEARCH ADMIN ATLANTA GA 30310 581438873 501(C)(3) 142600 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM MRELIEF 233 N MICHIGAN AVENUE CHICAGO IL 60601 473559589 501(C)(3) 193395 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM NATIONAL CHURCH RESIDENCES FOUNDATION 2335 NORTH BANK DRIVE COLUMBUS OH 43220 202308665 501(C)(3) 248500 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM NATIONAL OLDER WORKER CAREER CENTER 3811 N FAIRFAX DRIVE SUITE 900 ARLINGTON VA 22203 522003078 501(C)(3) 200000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM NATIONAL OPINION RESEARCH CENTER 1155 E 60TH ST CHICAGO IL 60637 362167808 501(C)(3) 139373 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM NORTHWEST JUSTICE PROJECT 401 2ND AVE S STE 407 SEATTLE WA 98104 911687791 501(C)(3) 90000 AARP FOUNDATION DISASTER RELIEF GRANT OCHIN INC 1881 SW NAITO PKWY PORTLAND OR 97201 200195556 501(C)(3) 633420 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM PACIFIC COMMUNITY VENTURES 1700 BROADWAY 300 OAKLAND CA 94612 770485877 501(C)(3) 150000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM PARENTIS HEALTH FOUNDATION 24012 CALLE DE LA PLATA 400 LAGUNA HILLS CA 92653 811188544 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM READ TO SUCCEED BUFFALO INC 392 PEARL ST STE 100 BUFFALO NY 14202 263606661 501(C)(3) 69440 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ROOT CAUSE COALITION 1801 RICHARDS RD TOLEDO OH 43607 475126498 501(C)(3) 30000 GENERAL SUPPORT SACRAMENTO CHINESE COMMUNITY SERVICES 420 I ST STE 5 SACRAMENTO CA 95814 942581434 501(C)(3) 59177 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM SACRAMENTO FOOD BANK & FAMILY SERVICES 3333 3RD AVENUE SACRAMENTO CA 95817 943315566 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM SAN FRANCISCO-MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 943041517 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM SC THRIVE 2211 ALPINE ROAD EXTENSION COLUMBIA SC 29223 901011409 501(C)(3) 80000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM SEATTLE JOBS INITIATIVE 1200-12TH AVENUE SOUTH 106 SEATTLE WA 98144 470900181 501(C)(3) 119000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM SEQUOIA LIVING INC 1525 POST ST SAN FRANCISCO CA 94109 941437728 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM SHRIVER CENTER ON POVERTY LAW 50 E WASHINGTON ST STE 500 CHICAGO IL 60602 363151279 501(C)(3) 150000 DONATION TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM SOUND GENERATIONS 2208 SECOND AVENUE STE 100 SEATTLE WA 98121 910823767 501(C)(3) 299674 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM SOUTH AL REGIONAL PLANNING COMMISSION 110 BEAUREGARD ST SUITE 207 MOBILE AL 36602 630501382 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT SOUTH ALABAMA VOLUNTEER LAWYERS PROGRAM 118 N ROYAL STREET SUITE 402 MOBILE AL 36602 680550595 501(C)(3) 100000 AARP FOUNDATION DISASTER RELIEF GRANT ST BERNARD PROJECT 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 501(C)(3) 100000 AARP FOUNDATION DISASTER RELIEF GRANT SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED 638 THIRD STREET OAKLAND CA 94607 943251867 501(C)(3) 30600 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM THE CHILDRENS INITIATIVE 4438 INGRAHAM ST SAN DIEGO CA 92109 770587835 501(C)(3) 49313 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM THE COMMUNITY FOUNDATION OF MIDDLE TN 3833 CLEGHORN AVE 400 NASHVILLE TN 37215 621471789 501(C)(3) 10000 AARP FOUNDATION DISASTER RELIEF DONATION THE NONPROFIT ALLIANCE FOUNDATION 1319 F ST NW WASHINGTON DC 20004 833751224 501(C)(3) 100000 DONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM UNITED METHODIST COMMUNITIES 3311 RT 33 NEPTUNE NJ 07753 222720958 501(C)(3) 6500 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM UNITED WAY OF BALDWIN COUNTY 700 N MCKENZIE STREET FOLEY AL 36535 631050217 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT UNITED WAY OF CENTRAL GEORGIA INC 277 MARTIN LUTHER KING JR BLVD STE 301 MACON GA 312021302 580639811 501(C)(3) 19994 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM UNITED WAY OF GREATER ATLANTA INC 40 COURTLAND ST ATLANTA GA 30303 580566194 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 930576632 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT UNITED WAY OF LANE COUNTY 3171 GATEWAY LOOP SPRINGFIELD OR 97477 930394142 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT UNITED WAY OF WEST FLORIDA 1301 W GOVERNMENT STREET PENSACOLA FL 32502 590651076 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT UNIVERSITY OF MAINE SYSTEM 5703 ALUMNI HALL STE 101 ORONO ME 04469 016000769 501(C)(3) 15000 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 GOV'T ENTITY 287572 GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET STE 102 LOS ANGELES CA 90089 951642394 501(C)(3) 449418 GRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(C)(3) 193796 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM VOLUNTEERS OF AMERICA NATIONAL SERVICES 7485 OFFICE RIDGE CIRCLE EDEN PRAIRIE MN 55344 411467162 501(C)(3) 9300 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM WA STATE COM ACTION PSHIP PO BOX 7130 OLYMPIA WA 98507 911947862 501(C)(3) 100000 AARP FOUNDATION DISASTER RELIEF GRANT 86 2 SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A) 12000 57500142 EXPERIENCE CORPS MENTORING & TUTORING STIPENDS 2000 359176 EMPLOYEE CRISIS FUND 6 20551 SAVE YOUR REFUND PROMOTION 4 30000 PART I, LINE 2: AARP 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. 1 X X X 0 0 0 1 1 0 0 0 0 LISA MARSH RYERSON PRESIDENT 365343 6349 113394 0 5064 0 11400 41585 22632 0 517833 47934 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 334786 0 81804 0 3978 0 11400 41585 13522 0 445490 41585 0 0 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 281503 15249 69386 0 3536 0 11400 41585 18963 0 384788 56834 0 0 EMILY S ALLEN SVP - AARP FDN PROGRAMS 268312 0 64389 0 3687 0 11400 41585 8613 0 356401 41585 0 0 JAMI L WYATT SECRETARY 0 235735 0 55063 0 3117 0 52985 0 18963 0 365863 0 0 WILLIAM A RIVERA SVP - LITIGATION 236275 12120 57988 0 2644 0 11400 41585 1678 0 309985 53705 0 0 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 213247 0 52045 0 2627 0 10612 38710 21034 0 299565 38710 0 0 PATRICK LANDERS VP - STRATEGY & INNOVATION 212216 0 50486 0 2123 0 10508 38332 12450 0 287783 38332 0 0 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 214220 0 51740 0 2567 0 10638 38807 8085 0 287250 38807 0 0 MARC MCDONALD VP - FD INTEGRATION 202882 0 47396 0 2190 0 10011 36519 16564 0 279043 36519 0 0 STEVEN DELVECCHIO VP - DIRECT RESPONSE 139114 69806 50460 0 3653 0 10375 37847 1447 0 205049 107653 0 0 PART I, LINE 1A ALL 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 5 AARP 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. A DISTRICT OF COLUMBIA 536001131 254839H48 2004-10-21 25000000 PURCHASE OF OFFICE SPACE 0 0 0 A 25000000 23688767 1311233 2004 0 0 1 1 A 0 0 0 0 0.00700 0.00700 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 DAVID ADAME PRESIDENT OF CHICANOS POR LA CAUSA INC AND BOARD MEMBER OF AARP FOUNDATION RESTRICTED GRANT SUPPORT FOR THE PROPERTY TAX-AIDE ARIZONA PILOT PROGRAM AARP INC AFFILIATED ENTITY 143028 GRANT 0 PART IV, COLUMN (D) GRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATION X 12 24738 HIGH / LOW AVERAGE X TABLETS 220 168000 MARKET VALUE X PHONES 481 80510 MARKET VALUE 0 1 0 PART I, COLUMN (B): AARP 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. FORM 990, PART VI, SECTION A, LINE 7A THE 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 7B THE 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 11B THE 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 12C ANNUALLY, 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 15A THROUGH 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 18 AARP 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 19 AARP 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 EMPLOYEES AARP 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. AARP (CONSOLIDATED) 601 E STREET NW WASHINGTON DC 20049 951985500 SOCIAL WELFARE ORGANIZATION DEDICATED TO PERSONS OVER AGE 50 DC 501(C)(4) N/A N/A 0 LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 PUBLIC CHARITY PROVIDING LEGAL ASSISTANCE/EDUCATION TO DC ELDERLY RESIDENTS DC 501(C)(3) 509(A)(1) AARP 0 AARP INSURANCE PLAN 601 E STREET NW WASHINGTON DC 20049 526069387 GRANTOR TRUST HOLDING CERTAIN AARP GROUP HEALTH INSURANCE POLICIES DC 501(C)(4) N/A AARP 0 WISH OF A LIFETIME 303 EAST 17TH AVE STE 850 DENVER CO 80203 262123649 SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/SHARING LIFELONG WISHES CO 501(C)(3) 509(A)(1) AARP 0 AARP FINANCIAL SERVICES CORPORATION 601 E STREET NW WASHINGTON DC 20049 521367607 REAL ESTATE HOLDING COMPANY DE AARP C 0 AARP SERVICES INC (CONSOLIDATED) 620 F STREET NW WASHINGTON DC 20004 522141065 QUALITY CONTROL AND RESEARCH DE AARP C 0 THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST 5011 HAVEN AVENUE OCEAN CITY NJ 08226 206379297 CHARITABLE REMAINDER TRUST NJ N/A T 0 AARP FOUNDATION TRUST 400 HOWARD STREET SAN FRANCISCO CA 94105 306645384 GRANTOR TRUST CA AARP FOUNDATION T 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 AARP INC - GRANT AWARDS TO AARP FOR PERFROMANCE OF CHARITABLE ACTIVITIES B 143028 GRANT AGREEMENTS AARP INC - CASH CONTRIBUTIONS C 10414962 CASH PAID AARP INC - BOND STANDBY AGREEMENT E 25000000 IN THE EVENT OF DEFAULT AARP INC - IN-KIND SHARED SERVICES M 25391350 ALLOCABLE COST AARP INC - IN-KIND ADVERTISING M 5255443 PUBLICATION SPACE MARKET VALUE AARP INC - MAILING LISTS N SEE SUPPLEMENTAL INFORMATION AARP INC - IN-KIND RENT N 67660 ALLOCABLE COST AARP INC - MAINTENANCE & TELEPHONE P 832856 COSTS INCURRED AARP INC - SHARED EMPLOYEE SALARY Q 455481 ACTUAL SALARY FOR TIME REPORTED AARP INC - 25K ANNUAL FEE LINE OF CREDIT R 25000 CASH PAID AARP SERVICES INC C 2000 CASH PAID ANDRUS INSURANCE FUND INC - WORKERS COMP & OTHER INSURANCE R 2408296 PREMIUMS PAID SCHEDULE R, PART V, LINE 2(A)(7) AARP 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.