AARP FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202013159349304086
Schema version
2019v5.1
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)
Return2020-11-10T14:29:34-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.5.68.67IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm14:29:28IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD7FEE8272A9E6182CABEB46B102F2729B1FBFD7BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$966,873,763GrossReceiptsAmt
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 AND 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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee353TotalEmployeeCnt
Total Volunteers41892TotalVolunteersCnt
Total Gross UBI$101,845TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$13,940NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$248,393,739PYContributionsGrantsAmt
CY Contributions Grants$263,901,185CYContributionsGrantsAmt
PY Program Service Revenue$1,121,191PYProgramServiceRevenueAmt
CY Program Service Revenue$1,387,081CYProgramServiceRevenueAmt
PY Investment Income$32,766,638PYInvestmentIncomeAmt
CY Investment Income$30,703,169CYInvestmentIncomeAmt
PY Other Revenue-$198,827PYOtherRevenueAmt
CY Other Revenue-$189,481CYOtherRevenueAmt
PY Total Revenue$282,082,741PYTotalRevenueAmt
CY Total Revenue$295,801,954CYTotalRevenueAmt
PY Grants And Similar Paid$70,197,948PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,209,169CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,172,276PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,099,911CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,137,486PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,528,682CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,730,179CYTotalFundraisingExpenseAmt
PY Other Expenses$62,415,930PYOtherExpensesAmt
CY Other Expenses$67,588,163CYOtherExpensesAmt
PY Total Expenses$170,923,640PYTotalExpensesAmt
CY Total Expenses$187,425,925CYTotalExpensesAmt
PY Revenues Less Expenses$111,159,101PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$108,376,029CYRevenuesLessExpensesAmt
Total Assets BOY$439,330,745TotalAssetsBOYAmt
Total Assets EOY$598,934,811TotalAssetsEOYAmt
Total Liabilities BOY$52,750,956TotalLiabilitiesBOYAmt
Total Liabilities EOY$64,765,477TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$386,579,789NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$534,169,334NetAssetsOrFundBalancesEOYAmt
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$72,044,853ExpenseAmt
Grant$56,513,567GrantAmt
Revenue$935RevenueAmt
DescTHE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (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. THEIR SCSEP EXPERIENCE MOST OFTEN LEADS TO PERMANENT EMPLOYMENT. SCSEP IS ADMINISTERED BY THE U.S. DEPARTMENT OF LABOR. AARP FOUNDATION OPERATES IN 21 STATES AND PUERTO RICO. IN PROGRAM YEAR 2018/2019 MORE THAN 13,000 PEOPLE WERE SERVED AND MORE THAN 3,600 OBTAINED UNSUBSIDIZED EMPLOYMENT. HTTP://WWW.AARP.ORG/AARP-FOUNDATION/OUR-WORK/INCOME/SCSEP/Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,230,793ExpenseAmt
DescAARP FOUNDATION TAX-AIDE IS THE NATION'S LARGEST, FREE, VOLUNTEER-RUN TAX PREPARATION AND ASSISTANCE SERVICE. IT IS AVAILABLE TO LOW- AND MODERATE-INCOME TAXPAYERS WITH SPECIAL ATTENTION TO THOSE AGED 50 AND OLDER. IN 2019, OVER 35,000 AARP FOUNDATION TRAINED AND IRS-CERTIFIED VOLUNTEERS HELPED OVER 2.5 MILLION PEOPLE FILE THEIR TAXES, RESULTING IN OVER $1.4 BILLION IN INCOME TAX REFUNDS FOR TAXPAYERS AND MORE THAN $200 MILLION IN EARNED INCOME TAX CREDITS. SITES WERE OPEN LATE JANUARY/EARLY FEBRUARY THROUGH MID-APRIL FOR FACE-TO-FACE SERVICE. ONLINE ASSISTANCE WAS AVAILABLE THROUGHOUT THE REST OF THE YEAR. TAX-AIDE PREPARED RETURNS ARE ELECTRONICALLY FILED, WHICH HELPS TO INCREASE BOTH THE ACCURACY OF RETURNS PREPARED AND THE SPEED OF REFUNDS TO TAXPAYERS. HTTP://WWW.AARP.ORG/TAXAIDEDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,857,245ExpenseAmt
Grant$1,728,848GrantAmt
Revenue$945,380RevenueAmt
DescAARP 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 HAS MORE THAN 2,000 HIGHLY TRAINED VOLUNTEERS WORKING IN MORE THAN 22 CITIES AND SERVES OVER 30,000 STUDENTS IN 2019 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). STUDIES SHOW THAT AARP FOUNDATION EXPERIENCE CORPS WORKS. 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$4,588,345$2,611,837FOOD SECURITY-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 GRANTMAKING, AARP FOUNDATION SUPPORTS NONPROFIT COMMUNITY ORGANIZATIONS IN 10 STATES 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 2019, WE FUNDED 16 ORGANIZATIONS IN SEVEN STATES, ENABLING THEM TO RAISE GREATER AWARENESS ABOUT ESAP AND HELP ALMOST 50,000 ELIGIBLE OLDER ADULTS APPLY FOR AND GET SNAP BENEFITS.
$12,544,586$12,544,586AARP SUB-GRANTS-AARP FOUNDATION HAS AWARDED GRANTS TO AARP TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING LOW INCOME OLDER AMERICANS SECURE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON CAREGIVING, NURSING, DEMENTIA RESEARCH AND POLICY, AND DRIVER SAFETY TO COMBAT ISOLATION, AND ASSET PROTECTION TO SAFEGUARD INCOME.
$4,785,770$43,750LITIGATION-AARP FOUNDATION LITIGATION (AFL) IS THE LITIGATING ARM OF AARP FOUNDATION. AFL 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. AFL 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$158,014
$1,663,954$185,114HOUSING-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 AND HERE TO STAY, A PROGRAM THAT HELPS OLDER ADULTS WITH HOME MAINTENANCE.PROPERTY TAX-AIDE USES AN INNOVATIVE ONLINE FINTECH TOOL TO SIMPLIFY THE PROCESS OF APPLYING FOR PROPERTY TAX REFUNDS AND CREDITS. IN 2019, THE 15,000 OLDER HOMEOWNERS AND RENTERS WHO USED PROPERTY TAX-AIDE WERE PROJECTED TO RECEIVE A TOTAL OF $7 MILLION IN TAX REBATES AND CREDITS. AARP FOUNDATION DEVELOPED HERE TO STAY: HOME UPKEEP FOR ALL. THE PROGRAM OFFERS IN-PERSON HOME MAINTENANCE WORKSHOPS. SINCE JUNE 2019, MORE 33,000 USERS HAVE DOWNLOADED THE TOOLKIT.$265,403
$4,349,696$2,366,396ISOLATION-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 TO SEEK OUT SOLUTIONS. 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 (CONNECT2AFFECT.ORG), WE PROVIDE VISITORS WITH RESEARCH AND TIPS ON STAYING CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO EVALUATE THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE ON HOW TO STRENGTHEN THEIR SOCIAL BONDS. NEARLY 100,000 VISITORS TO CONNECT2AFFECT.ORG HAVE TAKEN THE ASSESSMENT TO FIND OUT WHETHER THEY ARE AT RISK OF ISOLATION. IN 2018, AARP FOUNDATION SPONSORED A NATIONAL CONSENSUS STUDY WITH THE NATIONAL ACADEMIES OF SCIENCE. THIS 18-MONTH STUDY, TO BE 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.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.
$5,740,030$1,490,490INCOME 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.
$4,099,493$1,284,581BACK TO WORK 50+ - AARP FOUNDATION LAUNCHED BACK TO WORK 50+ TO INCREASE THE SERVICES AND RESOURCES AVAILABLE TO 50+ JOB CANDIDATES NATIONALLY AND IN COMMUNITIES AND TO FACILITATE THEIR ACCESS TO IN-DEMAND JOBS TO ENABLE THEM TO GENERATE INCOME AND INCREASE THEIR FINANCIAL SECURITY. IN 2019, THE PROGRAM SERVED OVER 14,000 DIRECTLY AND THROUGH PARTNERS AND OVER 1,000 PEOPLE WERE EMPLOYED (WWW.AARP.ORG/BACKTOWORK50PLUS). IN 2014 THE PROGRAM WAS AWARDED A SOCIAL INNOVATION FUND GRANT FROM THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE TO EVALUATE AND SCALE THE MODEL. BACK TO WORK 50+ PROVIDES JOB SEARCH GUIDES, WORKSHOPS, AND COACHING FOR STRUGGLING JOBSEEKERS 50 AND OLDER TO HELP THEM REGAIN THEIR CONFIDENCE, AND REFRESH THEIR SKILLS SO THEY CAN CONTINUE TO WORK FOR AS LONG AS NEEDED.
$10,792,559$1,440,000CONTRIBUTIONS AND OTHER PROGRAMS-THE FOUNDATION ALSO SPONSORED ORGANIZATIONS, EVENTS, AND CONFERENCES THAT HIGHLIGHTED TANGIBLE WAYS TO BUILD ECONOMIC OPPORTUNITY AND SOCIAL CONNECTEDNESS IN AMERICA FOR LOW-INCOME SENIORS, AND SUPPORTED RELIEF FOR OLDER VICTIMS OF CALIFORNIA WILDFIRES AND FLOODING IN NEBRASKA AND SOUTH DAKOTA.$17,349
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$48,564,433TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$21,966,754TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$440,766TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$151,697,324TotalProgramServiceExpensesAmt
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document200IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee353EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryDAForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryMXForeignCountryCd
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 OtherYes (1)CompensationProcessOtherInd
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 (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LLOYD JOHNSON
BOARD CHAIR6.0010.00Yes (X)$0$4,105$0
JAIME GUTIERREZ
BOARD / VICE CHAIR / AUDIT6.00Yes (X)$0$0$0
HARRY E JOHNSON
BOARD MEMBER / FINANCE CHA6.00Yes (X)$0$0$0
DIANE D MILLER
BOARD MEMBER6.00Yes (X)$0$0$0
DAVID ADAME
BOARD MEMBER6.00Yes (X)$0$0$0
PATRICIA BANKS
BOARD MEMBER6.00Yes (X)$0$0$0
SUSAN WERTH
BOARD MEMBER6.00Yes (X)$0$0$0
ANN DAW
BOARD MEMBER6.00Yes (X)$0$0$0
LISA MARSH RYERSON
PRESIDENT40.00$468,741$370$66,255Yes (X)
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDEN40.00$406,669$0$57,755Yes (X)
JAMI L WYATT AS OF 3319
SECRETARY1.0040.00$0$285,499$66,630Yes (X)
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OF40.00$346,314$13,663$66,914Yes (X)
WILLIAM A RIVERA
SVP- LITIGATION40.00$299,497$1,307$46,813Yes (X)
EMILY S ALLEN
SVP - AARP FDN PROGRAMS40.00$323,844$0$54,590Yes (X)
KEANNE C HENRY
VP - EXPERIENCE CORPS40.00$259,176$0$47,945Yes (X)
STEVEN DELVECCHIO
VP - DIRECT RESPONSE40.00$192,399$60,391$41,853Yes (X)
STEPHEN VENUTE
VP - CORP & FOUNDATION REL40.00$258,332$0$48,626Yes (X)
PATRICK LANDERS
VP - STRATEGY & INNOVATION40.00$257,586$0$49,236Yes (X)
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS40.00$257,587$0$60,862Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,070,145TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$365,335TotReportableCompRltdOrgAmt
Total Other Compensation$607,479TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K99IndivRcvdGreaterThan100KCnt
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
HIRSCHFELD MARKETING SOLUTIONS
18540 STARCREEK DRCORNELIUSNC28031MEAL PACK MARKETING & OPERATIONS$1,569,586
DIRECT MAIL SOLUTIONS
4500 SARELLEN RDRICHMONDVA23231COMMERCIAL PRINTING SERVICES$1,515,240
CP DIRECT INC
4600A BOSTON WAYLANHAMMD20706COMMERCIAL PRINTING SERVICES$1,362,410
MEDIACOM WORLDWIDE INC
12180 MILLENNIUM DRIVE SUITE 440PLAYA VISTACA90094MEDIA OUTREACH OPTIMIZATION$1,067,774
BSC ACQUISITION SUB LLC
50 W BROAD ST SUITE 1800COLUMBUSOH43215COMMERCIAL PRINTING SERVICES$1,058,399
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K91CntrctRcvdGreaterThan100KCnt
Federated Campaigns$111,795FederatedCampaignsAmt
Related Organizations$101,862,739RelatedOrganizationsAmt
Government Grants$87,185,832GovernmentGrantsAmt
All Other Contributions$74,740,819AllOtherContributionsAmt
Noncash Contributions$31,840NoncashContributionsAmt
Total Contributions$263,901,185TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEXPERIENCE CORPS PROGRAM FEESDesc
Business900099BusinessCd
Total Revenue Column$945,380TotalRevenueColumnAmt
Related Or Exempt Func Income$945,380RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$441,701TotalRevenueColumnAmt
Related Or Exempt Func Income$441,701RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,387,081TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,687,555TotalRevenueColumnAmt
Unrelated Business Revenue$101,845UnrelatedBusinessRevenueAmt
Exclusion$16,585,710ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$685,087,423SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$671,071,809SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$14,015,614SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,015,614TotalRevenueColumnAmt
Exclusion$14,015,614ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CHARITABLE GIFT ANNUITY SEVERANCE900099$215,914$215,914
MISCELLANEOUS REVENUE900099$86$86
CHANGE IN VALUE- CHARITABLE GIFT900099-$405,481-$405,481
FieldValueIRS element (for citing)
Other Revenue Total-$189,481OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,801,954TotalRevenueColumnAmt
Related Or Exempt Func Income$1,387,081RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$101,845UnrelatedBusinessRevenueAmt
Exclusion$30,411,843ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$23,345,062TotalAmt
Program Services$23,345,062ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$56,864,107TotalAmt
Program Services$56,864,107ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,967,507TotalAmt
Program Services$656,791ProgramServicesAmt
Management And General$931,465ManagementAndGeneralAmt
Fundraising$379,251FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$30,474,168TotalAmt
Program Services$22,760,582ProgramServicesAmt
Management And General$4,326,499ManagementAndGeneralAmt
Fundraising$3,387,087FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$935,140TotalAmt
Program Services$690,813ProgramServicesAmt
Management And General$141,839ManagementAndGeneralAmt
Fundraising$102,488FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,815,990TotalAmt
Program Services$2,024,721ProgramServicesAmt
Management And General$498,627ManagementAndGeneralAmt
Fundraising$292,642FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,907,106TotalAmt
Program Services$1,392,426ProgramServicesAmt
Management And General$304,146ManagementAndGeneralAmt
Fundraising$210,534FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$236,636TotalAmt
Program Services$236,636ProgramServicesAmt

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$1,528,682TotalAmt
Fundraising$1,528,682FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,956,439TotalAmt
Management And General$1,956,439ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,026,762TotalAmt
Program Services$8,920,746ProgramServicesAmt
Management And General$1,285,061ManagementAndGeneralAmt
Fundraising$820,955FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,835,328TotalAmt
Program Services$2,028,534ProgramServicesAmt
Management And General$940,029ManagementAndGeneralAmt
Fundraising$866,765FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,629,257TotalAmt
Program Services$10,585,120ProgramServicesAmt
Management And General$26,102ManagementAndGeneralAmt
Fundraising$18,035FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,383,870TotalAmt
Program Services$1,976,639ProgramServicesAmt
Management And General$348,396ManagementAndGeneralAmt
Fundraising$58,835FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,047,337TotalAmt
Program Services$2,698,145ProgramServicesAmt
Management And General$232,721ManagementAndGeneralAmt
Fundraising$116,471FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,526,688TotalAmt
Program Services$1,272,147ProgramServicesAmt
Management And General$142,774ManagementAndGeneralAmt
Fundraising$111,767FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$672,911TotalAmt
Program Services$646,115ProgramServicesAmt
Management And General$8,356ManagementAndGeneralAmt
Fundraising$18,440FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$375,130TotalAmt
Program Services$209,981ProgramServicesAmt
Management And General$110,026ManagementAndGeneralAmt
Fundraising$55,123FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,424,428TotalAmt
Program Services$763,718ProgramServicesAmt
Management And General$462,066ManagementAndGeneralAmt
Fundraising$198,644FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,381TotalAmt
Management And General$2,381ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING AND POSTAGE$20,791,096$6,403,154$58,398$14,329,544
VOLUNTEER TRAVEL/ACTIVI$6,361,688$6,318,411$43,267$10
MISCELLANEOUS OPERATING$1,909,711$723,784$976,552$209,375
TELECOMMUNICATION EXPEN$1,244,501$1,179,692$39,278$25,531

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$187,425,925TotalAmt
Program Services$151,697,324ProgramServicesAmt
Management And General$12,998,422ManagementAndGeneralAmt
Fundraising$22,730,179FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$14,897,483TotalAmt
Program Services$4,323,365ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$10,574,118FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,220,950BOYAmt
EOY$3,393,270EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,850,314BOYAmt
EOY$19,697,220EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,263,625BOYAmt
EOY$13,583,525EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,044,836BOYAmt
EOY$867,035EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,088,261LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,091,216LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,835,661BOYAmt
EOY$14,997,045EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$389,129,995BOYAmt
EOY$534,768,098EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,814,593BOYAmt
EOY$5,209,704EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,900,364BOYAmt
EOY$6,165,767EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$270,407BOYAmt
EOY$253,147EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$439,330,745BOYAmt
EOY$598,934,811EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,212,537BOYAmt
EOY$28,012,161EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,177,902BOYAmt
EOY$8,532,978EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,305,114BOYAmt
EOY$170,827EOYAmt

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$3,055,403BOYAmt
EOY$3,049,511EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,750,956BOYAmt
EOY$64,765,477EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,487,650BOYAmt
EOY$112,088,429EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$291,092,139BOYAmt
EOY$422,080,905EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$386,579,789BOYAmt
EOY$534,169,334EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$439,330,745BOYAmt
EOY$598,934,811EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$108,376,029ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,213,516NetUnrlzdGainsLossesInvstAmt
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$152,271,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,047,140CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$249,808,214CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,393,740CurrentTaxYearMinus1YearAmt
Current Tax Year$263,901,186CurrentTaxYearAmt
Total$1,195,421,679TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$152,271,399CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,047,140CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$249,808,214CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,393,740CurrentTaxYearMinus1YearAmt
Current Tax Year$263,901,186CurrentTaxYearAmt
Total$1,195,421,679TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$433,768,582SubstantialContributorsTotAmt
Public Support Total170$761,653,097PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,454,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,172,014CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,040,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,340,283CurrentTaxYearMinus1YearAmt
Current Tax Year$16,687,555CurrentTaxYearAmt
Total$46,694,103TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$518,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,708,479CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$640,882CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$922,364CurrentTaxYearMinus1YearAmt
Current Tax Year$1,197,600CurrentTaxYearAmt
Total$4,987,565TotalAmt
FieldValueIRS element (for citing)
Total Support$1,247,103,347TotalSupportAmt
Public Support CY1700.61070PublicSupportCY170Pct
Public Support PY1700.65320PublicSupportPY170Pct
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);2015 OTHER PROGRAM INCOME - $105,873 2015 EXPERIENCE CORPS SCHOOL FEES - $107,065 2015 CGA SEVERANCE - $361,524 2015 CGA CHANGE IN VALUE - $(56,222) TOTAL PROGRAM SERVICES REVENUE - $518,240
PART II, LINE 10(B);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(C);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(D);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(E);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

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,983,362BeginningYearBalanceAmt
Contributions$336,554ContributionsAmt
Investment Earnings Or Losses-$328,393InvestmentEarningsOrLossesAmt
Other Expenditures$852,519OtherExpendituresAmt
End Year Balance$17,139,004EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05410BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.94590PrmnntEndowmentBalanceEOYPct
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$13,372,594DepreciationAmt
Book Value$9,364,314BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,911,353OtherCostOrOtherBasisAmt
Depreciation$1,718,622DepreciationAmt
Book Value$1,192,731BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,997,045TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY LIABILITYDesc
Amt$3,049,511Amt
FieldValueIRS element (for citing)
Total Liability$3,049,511TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$387,981,050TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,213,516NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$55,081,386DonatedServicesAndUseFcltsAmt
Revenue Not Reported$94,294,902RevenueNotReportedAmt
Revenue Subtotal$293,686,148RevenueSubtotalAmt
Other Revenues Not Included$2,115,806OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,115,806RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$295,801,954TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$240,391,505TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$55,081,386DonatedServicesUseFcltsAmt
Expenses Not Reported$55,081,386ExpensesNotReportedAmt
Expenses Subtotal$185,310,119ExpensesSubtotalAmt
Other Expenses Not Included$2,115,806OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,115,806ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$187,425,925TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:PERMANENTLY RESTRICTED ENDOWMENT IN JANUARY 2019, THE FOUNDATION RECEIVED A CONTRIBUTION OF $78,917,500 FROM AARP, INC. FOR ITS PERMANENTLY RESTRICTED ENDOWMENT FUND. IN ACCORDANCE WITH THE TERMS OF THE DONOR AGREEMENT, THE FOUNDATION IS REQUIRED TO ADD ALL INVESTMENT INCOME AND GAINS TO THE BALANCE OF THIS ENDOWMENT FUND UNTIL SUCH TIME AS ESTABLISHED BY THE DONOR. BOARD DESIGNATED QUASI-ENDOWMENT THE FOUNDATION'S UNRESTRICTED NET ASSETS INCLUDE AMOUNTS DESIGNATED BY ITS BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT FUND. IN CONNECTION WITH ITS QUASI-ENDOWMENT FUND, THE BOARD HAS ADOPTED A SPENDING POLICY, WHICH PERMITS AN ANNUAL TRANSFER TO OPERATING FUNDS UP TO 6% OF THE PREVIOUS 12 QUARTERS' AVERAGE QUASI-ENDOWMENT FUND BALANCE. ASSETS OF BOTH THE PERMANENTLY 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 915,417. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 1,200,389.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES TREATED AS CONTRA REVENUE ON FS 915,417. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON FS 1,200,389.

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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CHAPMAN CUBINE AND HUSSEY
2000 15TH STREET NORTH SUITE 550ARLINGTONVA22201DIRECT MAIL PRODUCTION MANAGEMENT SERVICES0$0$780,532$0
GIFT STRATEGIES
1539 FALLS RIVER AVE SUITE 3SEEKONKMA02771CALLING SERVICES TO INDIVIDUALS0$0$537,950$0
BLUE STATE DIGITAL
101 AVENUE OF THE AMERICAS 12TH FLNEW YORKNY10013MARKETING ADVISORY SERVICES0$0$465,567$0
FieldValueIRS element (for citing)
Total Retained By Contractors$1,784,049TotalRetainedByContractorsAmt
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 MISCELLANEOUS OFFICE EXPENSES $562 ADVERTISING & PROMOTION $149,238 TOTAL PAID TO CHAPMAN CUBINE AND HUSSEY $780,532 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $360,000 CONSULTING SERVICES $105,567 TOTAL PAID TO BLUE STATE DIGITAL $465,567 GIFT STRATEGIES PROFESSIONAL FUNDRAISING FEE $537,950 TOTAL PAID TO GIFT STRATEGIES $537,950 TOTAL AMOUNTS PAID TO FUNDRAISERS $1,784,049

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (77 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AARP
601 E STREET NWWASHINGTONDC20049951985500501(C)(4)$12,544,586CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION
AMERICAN BAR ASSOCIATION FUND FOR JUSTICE & EDUCATION
321 N CLARK STREETCHICAGOIL60654366110299501(C)(3)$10,000DONATION TO THE ABA 2019 NATIONAL AGING & LAW CONFERENCE
ACCESS HEARS
14301 COOPER RDPHOENIXMD21131474175242501(C)(3)$150,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT
1 LONG WHARF DR STE 1LNEW HAVENCT06511060915531501(C)(3)$44,651GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM
AUSTIN COMMUNITY COLLEGE DISTRICT
9101 TUSCANY WAY RM 153AUSTINTX78754741742036$132,017GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
BENEFITS DATA TRUST
CENTRE SQUARE WEST 1500 MARKETPHILADEPHIAPA19102203455598501(C)(3)$350,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAMSTREET SUITE 2800
BREVARD WORKFORCE DEVELOPMENT BOARD INC
297 BARNES BLVDROCKLEDGEFL32955593031785501(C)(3)$84,682GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
CARVER COMMUNITY ORGANIZATION INC
400 SE 8TH STEVANSVILLEIN47713350869030501(C)(3)$77,475GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP
CHICAGO COOK WORKFORCE
69 W WASHINGTON SUITE 2860CHICAGOIL60602364122225501(C)(3)$210,000GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
CHICANOS POR LA CAUSA INC
1112 E BUCKEYE RDPHOENIXAZ850344043860227210501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM
CITY OF TEMPE
20 E SIXTH STTEMPEAZ85281866000262$61,636GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM
EAST SIDE LEARNING CENTER
740 YORK AVESAINT PAULMN55106043699678501(C)(3)$66,880GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
FEEDING CHILDREN EVERYWHERE INC
830 S RONALD REAGAN BLVD STE 142LONGWOODFL32750273274349501(C)(3)$25,000DONATION TO THE SNAP GAP PROJECT
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023592097520501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
FEEDING THE GULF COAST
5248 MOBILE SOUTH STREETTHEODOREAL36582630821997501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
FINANCIAL HEALTH NETWORK
135 SOUTH LASALLE STREET SUITE 2125CHICAGOIL60603203006098501(C)(3)$1,210,500GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM
FOOD RESEARCH AND ACTION CENTER
1200 18TH ST NW STE 400WASHINGTONDC20036237200739501(C)(3)$30,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM AND SPONSORSHIP
FOUNDATION FOR ART & HEALING
77 STEARNS ROADBROOKLINEMA02446331125148501(C)(3)$250,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
GENERATIONS INCORPORATED
25 KINGSTON ST 4TH FLBOSTONMA02111043227007501(C)(3)$303,908GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM
GEORGIA LEGAL SERVICES PROGRAM
104 MARIETTA STREET SUITE 250ATLANTAGA30303581111590501(C)(3)$60,000AARP FOUNDATION DISASTER RELIEF GRANT
GREATER CLEVELAND VOLUNTEERS
4415 EUCLID AVE STE 200CLEVELANDOH44103341356768501(C)(3)$62,102GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP
MAINTAINING ACTIVE CITIZENS INC
909 PROGRESS CIRCLESALISBURYMD21804520992005501(C)(3)$40,000GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM
HOUSING ASSISTANCE COUNCIL
1025 VERMONT AVE NW STE 606WASHINGTONDC20005520939288501(C)(3)$55,000SPONSORSHIP OF CONFERENCE AND GENERAL SUPPORT
INFO LINE OF SAN DIEGO COUNTY DBA 2-1-1 SAN DIEGO
3860 CALLE FORTUNADA SUITE 101SAN DIEGOCA92123331029843501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
INTERFAITH WORKS OF CENTRAL NEW YORK
1010 JAMES STREETSYRACUSENY13203161064233501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
JEFFERSON STATE COMMUNITY COLLEGE
2601 CARSON RDBIRMINGHAMAL35215630501357$114,482GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
LA'S BEST
200 N SPRING ST M 120LOS ANGELESCA90012954311058501(C)(3)$32,694GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM
LEGAL SERVICES OF NORTHERN CALIFORNIA
517 12TH STSACRAMENTOCA95814941384659501(C)(3)$100,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058953135649501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
MEDICAL COLLEGE OF VIRGINIA FOUNDATION
1228 W BROAD STREET BOX 980234RICHMONDVA232980234546053660501(C)(3)$518,698GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
MERCY HOUSING MOUNTAIN PLAINS
1600 BROADWAY SUITE 2000DENVERCO80202201583332501(C)(3)$8,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
METROPOLITAN FAMILY SERVICE
230 NE 2ND AVE STE 2HILLSBOROOR97124930397825501(C)(3)$83,985GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
MEXICAN AMERICAN OPPORTUNITY FOUNDATION
401 N GARFIELD AVEMONTEBELLOCA90640952594166501(C)(3)$50,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
MIAMI DADE COLLEGE
11011 SW 104TH ST ROOM 9254MIAMIFL33176591210485$305,716GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
NATIONAL FOUNDATION TO END SENIOR HUNGER
1004 DUKE STREETALEXANDRIAVA22314541780226501(C)(3)$115,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
NATIONAL CONSUMER VOICE FOR QUALITY LONGTERM CARE
1001 CONNECTICUT AVE NW STE 425WASHINGTONDC20036521122531501(C)(3)$360,000GRANT TO SUPPORT AARP FOUNDATION LEGAL PROGRAM AND SPONSORSHIP OF RESIDENT'S RIGHTS LUNCHEON
NATIONAL HEALTH LAW PROGRAM
1444 I ST NW STE 1105WASHINGTONDC20005953080947501(C)(3)$10,000SPONSORSHIP OF THE 2019 NHLP 30TH ANNUAL HEALTH ADVOCATES CONFERENCE
NATIONAL HOUSING CONFERENCE INC
1900 M ST NW STE 200WASHINGTONDC20036530208180501(C)(3)$10,000SPONSORSHIP OF NATIONAL HOUSING CONFERENCE
NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY
1102 E CHEVY CHASE DRIVEGLENDALECA91205952408642501(C)(3)$150,000AARP FOUNDATION DISASTER RELIEF GRANT
NORTH VALLEY COMMUNITY FDN
240 MAIN STREET SUITE 260CHICOCA95928680161455501(C)(3)$356,475AARP FOUNDATION DISASTER RELIEF GRANT
NATIONAL OLDER WORKER CAREER CENTER
3811 N FAIRFAX DRIVE SUITE 900ARLINGTONVA22203522003078501(C)(3)$200,000GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
PARENTIS HEALTH FOUNDATION
24012 CALLE DE LA PLATA 400LAGUNA HILLSCA92653811188544501(C)(3)$27,500GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM AND EVENT SPONORSHIP
PIMA COMMUNITY COLLEGE
4905 EAST BROADWAY STE 113TUCSONAZ857094905860208787$56,000GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
PROJECT BREAD-THE WALK FOR HUNGER INC
145 BORDER STREETBOSTONMA02128042931195501(C)(3)$40,106GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
PROPEL NONPROFITS
1 SE MAINE STREET SUITE 600MINNEAPOLISMN55114411916337501(C)(3)$146,699GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
QUALITY EDUCATION SERVICES OF MN INC
1731 LOUISE AVESAINT PAULMN55106464014810501(C)(3)$28,500CONTRIBUTION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
RHODE ISLAND PUBLIC HEALTH FOUNDATION DBA RHODE ISLAND PUBLIC HEALTH INSTIT
121 SOUTH MAIN STREET BOX G-S121-8PROVIDENCERI02913050474726501(C)(3)$750,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
ROCK HEALTH INC
615 GRANT AVE 3RD FLSAN FRANCISCOCA94108451204321501(C)(3)$40,000SPONSORSHIP OF ROCK HEALTH SUMMIT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM
SACRAMENTO CHINESE COMMUNITY SERVICES CENTER INC
420 I ST STE 5SACRAMENTOCA95814942581434501(C)(3)$20,000GRANT 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 DIEGO HUNGER COALITION
4305 UNIVERSITY AVE SUITE 545SAN DIEGOCA92105300507718501(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
SANTA FE COLLEGE
3000 NW 83 STGAINESVILLEFL32606591207627501(C)(3)$95,621GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
SC THRIVE
2211 ALPINE ROAD EXTENSIONCOLUMBIASC29223901011409501(C)(3)$80,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
SENIOR HOUSING OPTIONS
1510 17TH STREETDENVERCO80202840820084501(C)(3)$14,500GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
SEQUOIA LIVING
1525 POST STSAN FRANCISCOCA94109941437728501(C)(3)$230,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
SERVICES AND ADVOCACY FOR GLBT ELDERS
305 7TH AVE 15TH FLNEW YORKNY10001132947657501(C)(3)$300,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM AND GENERAL SUPPORT
SHEPERDS CENTERS OF AMERICA
5559 NW BARRY RD BOX 333KANSAS CITYMO64154431056482501(C)(3)$212,520GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED
638 THIRD STREETOAKLANDCA94607943251867501(C)(3)$95,000GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM
THE CHILDREN'S INITIATIVE
3625 RUFFIN ROAD SUITE 100SAN DIEGOCA92123770587835501(C)(3)$20,000GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
THE FINANCIAL CLINIC
254 36TH STREET SUITE B321BROOKLYNNY11232760833915501(C)(3)$280,000GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM
THE RESEARCH FOUNDATION OF THE STATE UNIVERSITY AT NEW YORK
907 KIMBALL TOWERBUFFALONY14214141368361501(C)(3)$337,143GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
TRI COUNTY TECH COLLEGE FOUNDATION
PO BOX 587PENDLETONSC29670570734955501(C)(3)$21,000GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
TEXAS HEALTH RESOURCES FOUNDATION
612 E LAMAR BLVD STE 300ARLINGTONTX76011752022128501(C)(3)$660,000GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
UNITED WAY OF GREATER ATLANTA
40 COURTLAND AVE NEATLANTAGA30303580566194501(C)(3)$99,925GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
UNITED WAY OF NEW YORK CITY
205 E 42ND ST 12TH FLOORNEW YORKNY10017132617681501(C)(3)$300,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
UNITED WAY OF NORTHERN CALIFORNIA
PO BOX 990248REDDINGCA96099941251675501(C)(3)$150,000AARP FOUNDATION DISASTER RELIEF GRANT
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024520880375501(C)(3)$199,977GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM AND GENERAL SUPPORT
VENTURA COUNTY COMMUNITY FOUNDATION
4001 MISSION OAKS BLVD SUITE ACAMARILLOCA93012770165029501(C)(3)$150,000AARP FOUNDATION DISASTER RELIEF GRANT
VETERANS RESOURCE CENTERS OF AMERICA
2455 BENNETT VALLEY ROAD C-105SANTA ROSACA95404942699571501(C)(3)$30,000AARP FOUNDATION DISASTER RELIEF GRANT
VIRTU-WEST JERSEY HEALTH SYSTEM INC
303 LIPPINCOTT DRMARLTONNJ08053210634532501(C)(3)$52,833GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
YOUTH CO-OP
3525 NW 7 STREETMIAMIFL33125237320351501(C)(3)$231,000GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DRIVEOAKLANDCA94621942960297501(C)(3)$60,000GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA STREET SUITE 400LOS ANGELESCA90012953510055501(C)(3)$50,000AARP FOUNDATION DISASTER RELIEF GRANT
COMMUNITY ACTION AGENCY OF BUTTE COUNTY INC
181 E SHASTA AVECHICOCA95973941640546501(C)(3)$60,000AARP FOUNDATION DISASTER RELIEF GRANT
UNIVERSITY OF WASHINGTON HEALTH PROMOTION RESEARCH CENTER
1107 NE 45TH STREET SUITE 400SEATTLEWA98105916001537$137,179GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
VOLUNTEERS OF AMERICA NATIONAL SERVICES
7485 OFFICE RIDGE CIRCLEEDEN PRAIRIEMN55344411467162501(C)(3)$12,500GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org70Total501c3OrgCnt
Total Other Org7TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A)13000$56,313,590
EXPERIENCE CORPS MENTORING & TUTORING STIPENDS2000$536,517
EMPLOYEE CRISIS FUND4$14,000

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)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
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$357,715$370$107,462$0$3,564$0$11,200$33,977$21,078$0$501,019$34,347$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDEN$322,910$0$81,441$0$2,318$0$11,200$33,977$12,578$0$430,447$33,977$0$0
JAMI L WYATT AS OF 3319
SECRETARY$0$229,112$0$55,858$0$529$0$45,177$0$21,453$0$352,129$0$0
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OF$275,432$13,663$68,905$0$1,977$0$11,200$33,977$21,737$0$379,251$47,640$0$0
WILLIAM A RIVERA
SVP- LITIGATION$239,923$1,307$58,294$0$1,280$0$11,200$33,977$1,636$0$312,333$35,284$0$0
EMILY S ALLEN
SVP - AARP FDN PROGRAMS$259,712$0$62,760$0$1,372$0$11,200$33,977$9,413$0$344,457$33,977$0$0
KEANNE C HENRY
VP - EXPERIENCE CORPS$208,403$0$50,038$0$735$0$10,338$31,361$6,246$0$275,760$31,361$0$0
STEVEN DELVECCHIO
VP - DIRECT RESPONSE$141,501$60,391$48,788$0$2,110$0$10,027$30,419$1,407$0$203,833$90,810$0$0
STEPHEN VENUTE
VP - CORP & FOUNDATION REL$207,096$0$49,930$0$1,306$0$10,281$31,189$7,156$0$275,769$31,189$0$0
PATRICK LANDERS
VP - STRATEGY & INNOVATION$205,413$0$51,807$0$366$0$10,289$31,213$7,734$0$275,609$31,213$0$0
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS$205,514$0$51,315$0$758$0$10,273$31,165$19,424$0$287,284$31,165$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. IN ADDITION, ALL NON-EMPLOYEE OFFICERS AND DIRECTORS ARE REIMBURSED FOR TRAVEL AND SUBSISTENCE COSTS INCURRED FOR SPOUSES/COMPANIONS ACCOMPANYING THEM TO FOUNDATION FUNCTIONS. ALL SPOUSE/COMPANION TRAVEL REIMBURSEMENTS, INCLUDING TAX GROSS-UP PAYMENTS, ARE TREATED AS TAXABLE INCOME AND FORM 1099-MISC ARE ISSUED AS REQUIRED BY LAW. BOARD MEMBER L. JOHNSON SITS ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THIS BOARD MEMBER AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSS-UP PAYMENT. BOARD MEMBERS GUTIERREZ, H. JOHNSON, ADAME, MILLER, DAW, BANKS, AND WERTH SIT ONLY ON THE AARP FOUNDATION BOARD.
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$12,544,586TransactionAmt
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
Contribution14ContributionCnt
Noncash Contributions Rpt F990$31,840NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH / LOW AVERAGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
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 AND 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 15THROUGH 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. COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DISCUSSED BY 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 (3 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

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)
601 E 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 (11 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP INC - GRANT AWARDS FOR PERFORMANCE OF CHARITABLE ACTIVITIES
B$12,544,586GRANT AGREEMENTS
AARP INC - CASH CONTRIBUTIONS AND ENDOWMENT
C$101,862,739CASH PAID
AARP INC - BOND STANDBY AGREEMENT
E$25,000,000IN THE EVENT OF DEFAULT
AARP INC - IN-KIND ADVERTISING
M$5,484,567PUBLICATION SPACE MARKET VALUE
AARP INC - IN-KIND SHARED SERVICES
M$26,497,650ALLOCABLE COST
AARP INC - IN-KIND RENT
N$907,360ALLOCABLE COST
AARP INC - IN-KIND MAILING LISTS
N$0SEE SUPPLEMENTAL INFORMATION
AARP INC - MAINTENANCE & TELEPHONE
P$860,226COSTS INCURRED
AARP INC - SHARED EMPLOYEE SALARY
Q$254,367ACTUAL SALARY FOR TIME REPORTED
AARP INC - 25K ANNUAL FEE LINE OF CREDIT
R$25,000CASH PAID
ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE
R$2,327,395PREMIUMS 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

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