2020-11-10T14:29:34-06:00 2019-12-31 331197384 ANDERSEN TAX LLC 400 SOUTH HOPE STREET SUITE 1000 LOS ANGELES CA 90071 990 2019-01-01 520794300 AARP FOUNDATION AARP 2024343399 601 E STREET NW TAX DEPT WASHINGTON DC 20049 LISA MARSH RYERSON PRESIDENT 2024343399 2020-11-10 1 PARVIN VAN ENGER P00955143 2135932300 68.5.68.67 2020-11-10 14:29:28 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D7FEE8272A9E6182CABEB46B102F2729B1FBFD7B 2019 2021-01-29 14:40:06Z LISA MARSH RYERSON 601 E STREET NW TAX DEPT WASHINGTON DC 20049 966873763 0 X WWW.AARP.ORG/FOUNDATION X 1961 DC A 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. 8 8 353 41892 101845 13940 248393739 263901185 1121191 1387081 32766638 30703169 -198827 -189481 282082741 295801954 70197948 80209169 0 0 37172276 38099911 1137486 1528682 22730179 62415930 67588163 170923640 187425925 111159101 108376029 439330745 598934811 52750956 64765477 386579789 534169334 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 72044853 56513567 935 THE 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/ 21230793 AARP 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/TAXAIDE 9857245 1728848 945380 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 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. 4588345 2611837 FOOD 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. 12544586 12544586 AARP 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. 4785770 43750 158014 LITIGATION-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 1663954 185114 265403 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 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. 4349696 2366396 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 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. 5740030 1490490 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. 4099493 1284581 BACK 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. 10792559 1440000 17349 CONTRIBUTIONS 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. 48564433 21966754 440766 151697324 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 X 200 0 1 353 1 1 1 1 DA ID IS NO PO KS SW UK TU MX 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OK IN X X PATRICIA D SHANNON 2024343399 601 E STREET NW WASHINGTON DC 20049 X LLOYD JOHNSON BOARD CHAIR 6.00 10.00 X 0 4105 0 JAIME GUTIERREZ BOARD / VICE CHAIR / AUDIT 6.00 X 0 0 0 HARRY E JOHNSON BOARD MEMBER / FINANCE CHA 6.00 X 0 0 0 DIANE D MILLER BOARD MEMBER 6.00 X 0 0 0 DAVID ADAME BOARD MEMBER 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 ANN DAW BOARD MEMBER 6.00 X 0 0 0 LISA MARSH RYERSON PRESIDENT 40.00 X 468741 370 66255 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDEN 40.00 X 406669 0 57755 JAMI L WYATT AS OF 3319 SECRETARY 1.00 40.00 X 0 285499 66630 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OF 40.00 X 346314 13663 66914 WILLIAM A RIVERA SVP- LITIGATION 40.00 X 299497 1307 46813 EMILY S ALLEN SVP - AARP FDN PROGRAMS 40.00 X 323844 0 54590 KEANNE C HENRY VP - EXPERIENCE CORPS 40.00 X 259176 0 47945 STEVEN DELVECCHIO VP - DIRECT RESPONSE 40.00 X 192399 60391 41853 STEPHEN VENUTE VP - CORP & FOUNDATION REL 40.00 X 258332 0 48626 PATRICK LANDERS VP - STRATEGY & INNOVATION 40.00 X 257586 0 49236 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 40.00 X 257587 0 60862 3070145 365335 607479 99 0 1 0 HIRSCHFELD MARKETING SOLUTIONS 18540 STARCREEK DR CORNELIUS NC 28031 MEAL PACK MARKETING & OPERATIONS 1569586 DIRECT MAIL SOLUTIONS 4500 SARELLEN RD RICHMOND VA 23231 COMMERCIAL PRINTING SERVICES 1515240 CP DIRECT INC 4600A BOSTON WAY LANHAM MD 20706 COMMERCIAL PRINTING SERVICES 1362410 MEDIACOM WORLDWIDE INC 12180 MILLENNIUM DRIVE SUITE 440 PLAYA VISTA CA 90094 MEDIA OUTREACH OPTIMIZATION 1067774 BSC ACQUISITION SUB LLC 50 W BROAD ST SUITE 1800 COLUMBUS OH 43215 COMMERCIAL PRINTING SERVICES 1058399 91 111795 101862739 87185832 74740819 31840 263901185 EXPERIENCE CORPS PROGRAM FEES 900099 945380 945380 441701 441701 1387081 16687555 101845 16585710 685087423 671071809 14015614 14015614 14015614 CHARITABLE GIFT ANNUITY SEVERANCE 900099 215914 215914 MISCELLANEOUS REVENUE 900099 86 86 CHANGE IN VALUE- CHARITABLE GIFT 900099 -405481 -405481 -189481 295801954 1387081 101845 30411843 23345062 23345062 56864107 56864107 1967507 656791 931465 379251 30474168 22760582 4326499 3387087 935140 690813 141839 102488 2815990 2024721 498627 292642 1907106 1392426 304146 210534 236636 236636 164000 164000 1528682 1528682 1956439 1956439 11026762 8920746 1285061 820955 3835328 2028534 940029 866765 10629257 10585120 26102 18035 2383870 1976639 348396 58835 3047337 2698145 232721 116471 1526688 1272147 142774 111767 672911 646115 8356 18440 375130 209981 110026 55123 1424428 763718 462066 198644 2381 2381 PRINTING AND POSTAGE 20791096 6403154 58398 14329544 VOLUNTEER TRAVEL/ACTIVI 6361688 6318411 43267 10 MISCELLANEOUS OPERATING 1909711 723784 976552 209375 TELECOMMUNICATION EXPEN 1244501 1179692 39278 25531 187425925 151697324 12998422 22730179 X 14897483 4323365 0 10574118 2220950 3393270 9850314 19697220 9263625 13583525 2044836 867035 30088261 15091216 15835661 14997045 389129995 534768098 4814593 5209704 5900364 6165767 270407 253147 439330745 598934811 15212537 28012161 6177902 8532978 3305114 170827 25000000 25000000 3055403 3049511 52750956 64765477 X 95487650 112088429 291092139 422080905 386579789 534169334 439330745 598934811 108376029 39213516 0 X 0 1 X 1 1 1 X 152271399 281047140 249808214 248393740 263901186 1195421679 152271399 281047140 249808214 248393740 263901186 1195421679 433768582 761653097 2454168 6172014 10040083 11340283 16687555 46694103 518240 1708479 640882 922364 1197600 4987565 1247103347 0.61070 0.65320 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307583157 81030355 55109672 952396 442770788 244360170 78113983 -13990060 -900936 307583157 141651935 76682864 26913632 888261 244360170 17139004 116229945 9190695 907709 141651935 17983362 336554 -328393 852519 17139004 0.05410 0.94590 0 0 4440000 4440000 22736908 13372594 9364314 2911353 1718622 1192731 14997045 CHARITABLE GIFT ANNUITY LIABILITY 3049511 3049511 X 387981050 39213516 55081386 94294902 293686148 2115806 2115806 295801954 240391505 55081386 55081386 185310119 2115806 2115806 187425925 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. X X X X X X 1 CHAPMAN CUBINE AND HUSSEY 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 DIRECT MAIL PRODUCTION MANAGEMENT SERVICES 0 0 780532 0 GIFT STRATEGIES 1539 FALLS RIVER AVE SUITE 3 SEEKONK MA 02771 CALLING SERVICES TO INDIVIDUALS 0 0 537950 0 BLUE STATE DIGITAL 101 AVENUE OF THE AMERICAS 12TH FL NEW YORK NY 10013 MARKETING ADVISORY SERVICES 0 0 465567 0 1784049 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 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 1 AARP 601 E STREET NW WASHINGTON DC 20049 951985500 501(C)(4) 12544586 CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION AMERICAN BAR ASSOCIATION FUND FOR JUSTICE & EDUCATION 321 N CLARK STREET CHICAGO IL 60654 366110299 501(C)(3) 10000 DONATION TO THE ABA 2019 NATIONAL AGING & LAW CONFERENCE ACCESS HEARS 14301 COOPER RD PHOENIX MD 21131 474175242 501(C)(3) 150000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT 1 LONG WHARF DR STE 1L NEW HAVEN CT 06511 060915531 501(C)(3) 44651 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM AUSTIN COMMUNITY COLLEGE DISTRICT 9101 TUSCANY WAY RM 153 AUSTIN TX 78754 741742036 132017 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM BENEFITS DATA TRUST CENTRE SQUARE WEST 1500 MARKET STREET SUITE 2800 PHILADEPHIA PA 19102 203455598 501(C)(3) 350000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM BREVARD WORKFORCE DEVELOPMENT BOARD INC 297 BARNES BLVD ROCKLEDGE FL 32955 593031785 501(C)(3) 84682 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM CARVER COMMUNITY ORGANIZATION INC 400 SE 8TH ST EVANSVILLE IN 47713 350869030 501(C)(3) 77475 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP CHICAGO COOK WORKFORCE 69 W WASHINGTON SUITE 2860 CHICAGO IL 60602 364122225 501(C)(3) 210000 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM CHICANOS POR LA CAUSA INC 1112 E BUCKEYE RD PHOENIX AZ 850344043 860227210 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM CITY OF TEMPE 20 E SIXTH ST TEMPE AZ 85281 866000262 61636 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM EAST SIDE LEARNING CENTER 740 YORK AVE SAINT PAUL MN 55106 043699678 501(C)(3) 66880 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM FEEDING CHILDREN EVERYWHERE INC 830 S RONALD REAGAN BLVD STE 142 LONGWOOD FL 32750 273274349 501(C)(3) 25000 DONATION TO THE SNAP GAP PROJECT FEEDING SOUTH FLORIDA 2501 SW 32 TERRACE PEMBROKE PARK FL 33023 592097520 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY 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 FINANCIAL HEALTH NETWORK 135 SOUTH LASALLE STREET SUITE 2125 CHICAGO IL 60603 203006098 501(C)(3) 1210500 GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM FOOD RESEARCH AND ACTION CENTER 1200 18TH ST NW STE 400 WASHINGTON DC 20036 237200739 501(C)(3) 30000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM AND SPONSORSHIP FOUNDATION FOR ART & HEALING 77 STEARNS ROAD BROOKLINE MA 02446 331125148 501(C)(3) 250000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM GENERATIONS INCORPORATED 25 KINGSTON ST 4TH FL BOSTON MA 02111 043227007 501(C)(3) 303908 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM GEORGIA LEGAL SERVICES PROGRAM 104 MARIETTA STREET SUITE 250 ATLANTA GA 30303 581111590 501(C)(3) 60000 AARP FOUNDATION DISASTER RELIEF GRANT GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE STE 200 CLEVELAND OH 44103 341356768 501(C)(3) 62102 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM AND SPONSORSHIP MAINTAINING ACTIVE CITIZENS INC 909 PROGRESS CIRCLE SALISBURY MD 21804 520992005 501(C)(3) 40000 GRANT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM HOUSING ASSISTANCE COUNCIL 1025 VERMONT AVE NW STE 606 WASHINGTON DC 20005 520939288 501(C)(3) 55000 SPONSORSHIP OF CONFERENCE AND GENERAL SUPPORT 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) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM INTERFAITH WORKS OF CENTRAL NEW YORK 1010 JAMES STREET SYRACUSE NY 13203 161064233 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM JEFFERSON STATE COMMUNITY COLLEGE 2601 CARSON RD BIRMINGHAM AL 35215 630501357 114482 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM LA'S BEST 200 N SPRING ST M 120 LOS ANGELES CA 90012 954311058 501(C)(3) 32694 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM LEGAL SERVICES OF NORTHERN CALIFORNIA 517 12TH ST SACRAMENTO CA 95814 941384659 501(C)(3) 100000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STREET LOS ANGELES CA 90058 953135649 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM MEDICAL COLLEGE OF VIRGINIA FOUNDATION 1228 W BROAD STREET BOX 980234 RICHMOND VA 232980234 546053660 501(C)(3) 518698 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM MERCY HOUSING MOUNTAIN PLAINS 1600 BROADWAY SUITE 2000 DENVER CO 80202 201583332 501(C)(3) 8000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM METROPOLITAN FAMILY SERVICE 230 NE 2ND AVE STE 2 HILLSBORO OR 97124 930397825 501(C)(3) 83985 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM MEXICAN AMERICAN OPPORTUNITY FOUNDATION 401 N GARFIELD AVE MONTEBELLO CA 90640 952594166 501(C)(3) 50000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM MIAMI DADE COLLEGE 11011 SW 104TH ST ROOM 9254 MIAMI FL 33176 591210485 305716 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM NATIONAL FOUNDATION TO END SENIOR HUNGER 1004 DUKE STREET ALEXANDRIA VA 22314 541780226 501(C)(3) 115000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM NATIONAL CONSUMER VOICE FOR QUALITY LONGTERM CARE 1001 CONNECTICUT AVE NW STE 425 WASHINGTON DC 20036 521122531 501(C)(3) 360000 GRANT TO SUPPORT AARP FOUNDATION LEGAL PROGRAM AND SPONSORSHIP OF RESIDENT'S RIGHTS LUNCHEON NATIONAL HEALTH LAW PROGRAM 1444 I ST NW STE 1105 WASHINGTON DC 20005 953080947 501(C)(3) 10000 SPONSORSHIP OF THE 2019 NHLP 30TH ANNUAL HEALTH ADVOCATES CONFERENCE NATIONAL HOUSING CONFERENCE INC 1900 M ST NW STE 200 WASHINGTON DC 20036 530208180 501(C)(3) 10000 SPONSORSHIP OF NATIONAL HOUSING CONFERENCE NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 1102 E CHEVY CHASE DRIVE GLENDALE CA 91205 952408642 501(C)(3) 150000 AARP FOUNDATION DISASTER RELIEF GRANT NORTH VALLEY COMMUNITY FDN 240 MAIN STREET SUITE 260 CHICO CA 95928 680161455 501(C)(3) 356475 AARP FOUNDATION DISASTER RELIEF GRANT 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 PARENTIS HEALTH FOUNDATION 24012 CALLE DE LA PLATA 400 LAGUNA HILLS CA 92653 811188544 501(C)(3) 27500 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS AFTERSCHOOL PROGRAM AND EVENT SPONORSHIP PIMA COMMUNITY COLLEGE 4905 EAST BROADWAY STE 113 TUCSON AZ 857094905 860208787 56000 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM PROJECT BREAD-THE WALK FOR HUNGER INC 145 BORDER STREET BOSTON MA 02128 042931195 501(C)(3) 40106 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM PROPEL NONPROFITS 1 SE MAINE STREET SUITE 600 MINNEAPOLIS MN 55114 411916337 501(C)(3) 146699 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM QUALITY EDUCATION SERVICES OF MN INC 1731 LOUISE AVE SAINT PAUL MN 55106 464014810 501(C)(3) 28500 CONTRIBUTION 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-S121-8 PROVIDENCE RI 02913 050474726 501(C)(3) 750000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM ROCK HEALTH INC 615 GRANT AVE 3RD FL SAN FRANCISCO CA 94108 451204321 501(C)(3) 40000 SPONSORSHIP OF ROCK HEALTH SUMMIT TO SUPPORT AARP FOUNDATION'S HOUSING PROGRAM SACRAMENTO CHINESE COMMUNITY SERVICES CENTER INC 420 I ST STE 5 SACRAMENTO CA 95814 942581434 501(C)(3) 20000 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 DIEGO HUNGER COALITION 4305 UNIVERSITY AVE SUITE 545 SAN DIEGO CA 92105 300507718 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 SANTA FE COLLEGE 3000 NW 83 ST GAINESVILLE FL 32606 591207627 501(C)(3) 95621 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM SC THRIVE 2211 ALPINE ROAD EXTENSION COLUMBIA SC 29223 901011409 501(C)(3) 80000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM SENIOR HOUSING OPTIONS 1510 17TH STREET DENVER CO 80202 840820084 501(C)(3) 14500 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM SEQUOIA LIVING 1525 POST ST SAN FRANCISCO CA 94109 941437728 501(C)(3) 230000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM SERVICES AND ADVOCACY FOR GLBT ELDERS 305 7TH AVE 15TH FL NEW YORK NY 10001 132947657 501(C)(3) 300000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM AND GENERAL SUPPORT SHEPERDS CENTERS OF AMERICA 5559 NW BARRY RD BOX 333 KANSAS CITY MO 64154 431056482 501(C)(3) 212520 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM SUBSTANTIAL CLASSROOMS CO PLAYWORKS EDUCATION ENERGIZED 638 THIRD STREET OAKLAND CA 94607 943251867 501(C)(3) 95000 GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM THE CHILDREN'S INITIATIVE 3625 RUFFIN ROAD SUITE 100 SAN DIEGO CA 92123 770587835 501(C)(3) 20000 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM THE FINANCIAL CLINIC 254 36TH STREET SUITE B321 BROOKLYN NY 11232 760833915 501(C)(3) 280000 GRANT TO SUPPORT AARP FOUNDATION'S INCOME SECURITY PROGRAM THE RESEARCH FOUNDATION OF THE STATE UNIVERSITY AT NEW YORK 907 KIMBALL TOWER BUFFALO NY 14214 141368361 501(C)(3) 337143 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM TRI COUNTY TECH COLLEGE FOUNDATION PO BOX 587 PENDLETON SC 29670 570734955 501(C)(3) 21000 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM TEXAS HEALTH RESOURCES FOUNDATION 612 E LAMAR BLVD STE 300 ARLINGTON TX 76011 752022128 501(C)(3) 660000 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM UNITED WAY OF GREATER ATLANTA 40 COURTLAND AVE NE ATLANTA GA 30303 580566194 501(C)(3) 99925 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM UNITED WAY OF NEW YORK CITY 205 E 42ND ST 12TH FLOOR NEW YORK NY 10017 132617681 501(C)(3) 300000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM UNITED WAY OF NORTHERN CALIFORNIA PO BOX 990248 REDDING CA 96099 941251675 501(C)(3) 150000 AARP FOUNDATION DISASTER RELIEF GRANT URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(C)(3) 199977 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM AND GENERAL SUPPORT VENTURA COUNTY COMMUNITY FOUNDATION 4001 MISSION OAKS BLVD SUITE A CAMARILLO CA 93012 770165029 501(C)(3) 150000 AARP FOUNDATION DISASTER RELIEF GRANT VETERANS RESOURCE CENTERS OF AMERICA 2455 BENNETT VALLEY ROAD C-105 SANTA ROSA CA 95404 942699571 501(C)(3) 30000 AARP FOUNDATION DISASTER RELIEF GRANT VIRTU-WEST JERSEY HEALTH SYSTEM INC 303 LIPPINCOTT DR MARLTON NJ 08053 210634532 501(C)(3) 52833 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM YOUTH CO-OP 3525 NW 7 STREET MIAMI FL 33125 237320351 501(C)(3) 231000 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DRIVE OAKLAND CA 94621 942960297 501(C)(3) 60000 GRANT TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 953510055 501(C)(3) 50000 AARP FOUNDATION DISASTER RELIEF GRANT COMMUNITY ACTION AGENCY OF BUTTE COUNTY INC 181 E SHASTA AVE CHICO CA 95973 941640546 501(C)(3) 60000 AARP FOUNDATION DISASTER RELIEF GRANT UNIVERSITY OF WASHINGTON HEALTH PROMOTION RESEARCH CENTER 1107 NE 45TH STREET SUITE 400 SEATTLE WA 98105 916001537 137179 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM VOLUNTEERS OF AMERICA NATIONAL SERVICES 7485 OFFICE RIDGE CIRCLE EDEN PRAIRIE MN 55344 411467162 501(C)(3) 12500 GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM 70 7 SCSEP ENROLLEE WAGES AND BENEFITS (SEE PAGE 2, PART III, LINE 4A) 13000 56313590 EXPERIENCE CORPS MENTORING & TUTORING STIPENDS 2000 536517 EMPLOYEE CRISIS FUND 4 14000 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. X X 1 1 X X X 0 0 0 1 1 0 0 0 0 LISA MARSH RYERSON PRESIDENT 357715 370 107462 0 3564 0 11200 33977 21078 0 501019 34347 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDEN 322910 0 81441 0 2318 0 11200 33977 12578 0 430447 33977 0 0 JAMI L WYATT AS OF 3319 SECRETARY 0 229112 0 55858 0 529 0 45177 0 21453 0 352129 0 0 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OF 275432 13663 68905 0 1977 0 11200 33977 21737 0 379251 47640 0 0 WILLIAM A RIVERA SVP- LITIGATION 239923 1307 58294 0 1280 0 11200 33977 1636 0 312333 35284 0 0 EMILY S ALLEN SVP - AARP FDN PROGRAMS 259712 0 62760 0 1372 0 11200 33977 9413 0 344457 33977 0 0 KEANNE C HENRY VP - EXPERIENCE CORPS 208403 0 50038 0 735 0 10338 31361 6246 0 275760 31361 0 0 STEVEN DELVECCHIO VP - DIRECT RESPONSE 141501 60391 48788 0 2110 0 10027 30419 1407 0 203833 90810 0 0 STEPHEN VENUTE VP - CORP & FOUNDATION REL 207096 0 49930 0 1306 0 10281 31189 7156 0 275769 31189 0 0 PATRICK LANDERS VP - STRATEGY & INNOVATION 205413 0 51807 0 366 0 10289 31213 7734 0 275609 31213 0 0 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 205514 0 51315 0 758 0 10273 31165 19424 0 287284 31165 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. 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 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 12544586 GRANT 0 PART IV, COLUMN (D) GRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATION X 14 31840 HIGH / LOW AVERAGE 0 0 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 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 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 15 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. COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DISCUSSED BY 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 AARP FINANCIAL SERVICES CORPORATION 601 E STREET NW WASHINGTON DC 20049 521367607 REAL ESTATE HOLDING COMPANY DE AARP C 0 AARP SERVICES INC (CONSOLIDATED) 601 E 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 FOR PERFORMANCE OF CHARITABLE ACTIVITIES B 12544586 GRANT AGREEMENTS AARP INC - CASH CONTRIBUTIONS AND ENDOWMENT C 101862739 CASH PAID AARP INC - BOND STANDBY AGREEMENT E 25000000 IN THE EVENT OF DEFAULT AARP INC - IN-KIND ADVERTISING M 5484567 PUBLICATION SPACE MARKET VALUE AARP INC - IN-KIND SHARED SERVICES M 26497650 ALLOCABLE COST AARP INC - IN-KIND RENT N 907360 ALLOCABLE COST AARP INC - IN-KIND MAILING LISTS N 0 SEE SUPPLEMENTAL INFORMATION AARP INC - MAINTENANCE & TELEPHONE P 860226 COSTS INCURRED AARP INC - SHARED EMPLOYEE SALARY Q 254367 ACTUAL SALARY FOR TIME REPORTED AARP INC - 25K ANNUAL FEE LINE OF CREDIT R 25000 CASH PAID ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE R 2327395 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.