AARP FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AARP FOUNDATION (EIN 52-0794300)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349301124
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T08:15:07-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE STE 501 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Marsh Ryerson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Parvin Van Enger | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 5713820020 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.33.168.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 09:17:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 95DB1D688DE8658E4B5D57A42FA37390B4B06BB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D9F48D552B520B2386016971BC58EBB7C5BCF28 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lisa Marsh Ryerson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW Tax Dept | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $451,124,618 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aarp.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 366 | TotalEmployeeCnt |
| Total Volunteers | 44394 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $281,047,140 | PYContributionsGrantsAmt |
| CY Contributions Grants | $249,808,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,558,064 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $786,189 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,465,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,345,884 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150,415 | PYOtherRevenueAmt |
| CY Other Revenue | -$145,307 | CYOtherRevenueAmt |
| PY Total Revenue | $297,220,619 | PYTotalRevenueAmt |
| CY Total Revenue | $273,794,980 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,058,878 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,304,202 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,545,447 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $37,211,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $825,531 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $816,553 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,520,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,700,250 | PYOtherExpensesAmt |
| CY Other Expenses | $57,247,010 | CYOtherExpensesAmt |
| PY Total Expenses | $163,130,106 | PYTotalExpensesAmt |
| CY Total Expenses | $177,579,018 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $134,090,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $96,215,962 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $266,584,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,917,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,858,274 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,109,293 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $214,726,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $323,808,478 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $81,298,150 | ExpenseAmt |
| Grant | $60,892,351 | GrantAmt |
| Desc | The Senior Community Service Employment Program (SCSEP)- The purpose of SCSEP is to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older and to increase the number of older persons who may enjoy the benefits of unsubsidized employment in both the public and private sectors. In program year 2016/2017 more than 13,000 people were served and more than 3,300 obtained unsubsidized employment. http://www.aarp.org/aarp-foundation/our-work/income/scsep/ | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,837,175 | ExpenseAmt |
| Desc | Tax-Aide-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 2017, nearly 35,000 AARP Foundation trained and IRS-certified volunteers helped over 2.6 million people file their taxes. 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. Other 2017 highlights include $1.3B in taxpayer refunds and more than $222M in Earned Income Tax Credits for lower-income working taxpayers. 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 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,729,287 | ExpenseAmt |
| Grant | $5,911,006 | GrantAmt |
| Revenue | $765,957 | RevenueAmt |
| Desc | Experience Corps-AARP Foundation Experience Corps ("Experience Corps") is an evidence-based, volunteer tutoring and mentoring program that addresses a major contributor to poverty - the inability of children in kindergarten through third grade to read at grade level. The Experience Corps model is research-based with measurable benefits for students' literacy, as well as positive mental and physical health benefits for the older volunteers who tutor the children. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (9 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $4,329,965 | $1,303,329 | 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 two pillars focus on: 1) Showing positive change in food security among low income older adults by ensuring they can afford to purchase healthy foods and 2)Ensuring that low income older adults have the dietary variety that can increase food security and health outcomes. | |
| $4,927,250 | $4,927,250 | Grants to AARP-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation. | |
| $4,256,696 | $65,000 | 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 | |
| $1,839,788 | $943,273 | Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing, focusing in the areas of home affordability, livability (universal design), and healthcare innovation. In 2017, the Foundation provided foreclosure prevention information and supported the preservation/production home retrofits/repairs of over 1,000 homes. The Housing Impact Area also worked with innovative startups through its 2016 Aging-in-Place Challenge competition winner, Care Angel, to provide disaster relief alerts to over 1,000 older adults in Florida, as well as collaborated with leaders in the field to hold the 2017 Aging-in-Place Challenge competition. Building on the 2014 and 2016 research studies with the Harvard Joint Center on Housing 2017, AARP Foundation was a lead funder for the Making Room exhibition at the National Building Museum, which highlighted innovative solutions that can assist older adults to age-in-place, including the Home Today, Home Tomorrow Memphis Home which was transfered to a local Memphis low-income senior veteran. The Foundation also has several innovation projects in development and has assisted a national nonprofit in developing a new financing model that will provide housing to low-income seniors in assisted living as well as their families. The Foundation continues its role as a thought leader by convening industry experts on aging-in-place and health-and-housing matters. | |
| $2,475,871 | $1,269,481 | Isolation-More than 8 million older adults are socially isolated and, therefore, at risk of poor health. The number of vulnerable Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. 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. Strong social connections are central to our physical and mental well-being. But when vulnerable older adults experience setbacks, they may become disconnected and isolated. Because the issue of social isolation is so complex, AARP Foundation spearheaded Connect2Affect to seek out solutions. Through research and innovative efforts, we are 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. Our goal is to create a network of resources that meets the needs of anyone who is isolated or lonely, and that helps build the social connections older adults need to thrive. In addition, we continually develop, test and implement solutions that help reduce isolation including using voice-enabled technology, transportation initiatives and volunteer-based friendship lines. | |
| $372,362 | $135,190 | Work for Yourself@50+ -Many low income older adults are considering self-employment to increase their income but may not know where to start. AARP Foundation's Work for Yourself@50+ program guides individuals through a process to help them decide whether being self-employed is right for them. Our goal is to help them identify the right options, and point them to additional resources to help them get started. We share the first steps they should take and caution them about mistakes to avoid. | |
| $749,219 | $2,000 | Consumer Fraud Prevention-AARP Foundations helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. AARP Foundation has been at the forefront of fighting fraud for years and is one of only a few national organizations providing fraud prevention programs and services designed specifically for older adults. AARP Foundation currently operates two call centers (Seattle, Denver) that enable us to scale our operations nationally. AARP Foundation's consumer fraud peer counseling program using highly trained staff and volunteers work to educate the most vulnerable consumers, increasing resistance among chronic lottery fraud victims. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2017, the combined AARP Foundation consumer fraud prevention programs reached over 140,000 vulnerable older adults.www.aarpelderwatch.org | |
| $2,368,010 | $1,065,095 | 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. | |
| $18,013,420 | $5,790,227 | Various Grants, Contributions and Other Programs-The Foundation sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported relief for older victims of Hurricanes Harvey, Irma, and Maria, and engaged in educational initiatives to help low-income seniors retain and protect assets. | $20,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $39,332,581 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,500,845 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,232 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $146,197,193 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 242 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 366 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | NO | ForeignCountryCd |
| Foreign Country | PO | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | SW | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia D Shannon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LLOYD JOHNSON | |||||||||
| BOARD CHAIR | 6.00 | 10.40 | Yes (X) | Yes (X) | $0 | $2,507 | $0 | ||
| JAIME GUTIERREZ | |||||||||
| BOARD VICE CHAIR / AUDIT CHAIR | 6.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HARRY E JOHNSON | |||||||||
| SECRETARY/TREASURER & FINANCE CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DIANE D MILLER | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ADAME | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN DAW | |||||||||
| BOARD MEMBER | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E DALY SR | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $3,929 | $0 | |||
| NEAL LANE | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $5,768 | $0 | |||
| TIMOTHY M KELLY | |||||||||
| BOARD MEMBER | 6.00 | 10.00 | Yes (X) | $0 | $987 | $0 | |||
| LISA MARSH RYERSON | |||||||||
| PRESIDENT | 40.00 | 1.00 | Yes (X) | $372,309 | $47,556 | $72,280 | |||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $374,554 | $0 | $64,131 | |||
| DAVID WHITEHEAD | |||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $321,221 | $12,641 | $72,916 | Yes (X) | |||
| WILLIAM A RIVERA | |||||||||
| SENIOR VICE PRESIDENT OF LITIGATION | 40.00 | 0.00 | $274,271 | $0 | $53,640 | Yes (X) | |||
| EMILY S ALLEN | |||||||||
| VP - INCOME PROGRAM | 40.00 | 0.00 | $296,686 | $0 | $64,988 | Yes (X) | |||
| COREY HASTINGS | |||||||||
| VP - SCSEP | 40.00 | 0.00 | $241,165 | $0 | $60,961 | Yes (X) | |||
| KEANNE C HENRY | |||||||||
| VP EXPERIENCE CORPS | 40.00 | 0.00 | $243,141 | $0 | $52,686 | Yes (X) | |||
| BARBARA JONES | |||||||||
| SENIOR ATTORNEY | 40.00 | 0.00 | $234,282 | $0 | $53,443 | Yes (X) | |||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FOUNDATION RELATIONS | 40.00 | 0.00 | $239,063 | $1,421 | $52,958 | Yes (X) | |||
| VERONICA COATES | |||||||||
| MANAGER-TECHNOLOGY TAX AIDE PROGRAM | 40.00 | 0.00 | $234,592 | $0 | $16,274 | Yes (X) | |||
| STEVEN DELVECCHIO | |||||||||
| VP - DIRECT RESPONSE | 40.00 | 0.00 | $159,694 | $69,990 | $45,405 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,990,978 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $144,799 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $609,682 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 82 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hirschfeld Marketing Solutions | |||||
| 18540 Starcreek Dr | Cornelius | NC | 28031 | Meal Pack Marketing and Operations | $1,954,958 |
| GraceWorkz LLC | |||||
| 1311 W Badger Rd | Madison | WI | 53713 | IT Printer Service and Imaging Supplies | $1,570,855 |
| Miami Dolphins LTD | |||||
| 7500 SW 30th Street | Davie | FL | 33314 | Volunteer Engagement See Schedule O | $1,425,271 |
| Mediacom Worldwide Inc | |||||
| 498 Seventh Ave | New York | NY | 10018 | Media Outreach Optimization | $1,210,416 |
| CP Direct Inc | |||||
| 4600A Boston Way | Lanham | MD | 20706 | Commercial Printing Services | $1,056,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 101 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $103,026 | FederatedCampaignsAmt |
| Related Organizations | $100,370,867 | RelatedOrganizationsAmt |
| Government Grants | $90,152,206 | GovernmentGrantsAmt |
| All Other Contributions | $59,182,115 | AllOtherContributionsAmt |
| Noncash Contributions | $39,824 | NoncashContributionsAmt |
| Total Contributions | $249,808,214 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Experience Corps Program Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $765,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $765,957 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,232 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $786,189 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,040,083 | TotalRevenueColumnAmt |
| Exclusion | $10,040,083 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,635,439 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,329,638 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,305,801 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,305,801 | TotalRevenueColumnAmt |
| Exclusion | $13,305,801 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Charitable Gift Annuity Severance | 900099 | $134,642 | $134,642 |
| Change in value- Charitable Gift | 900099 | -$279,949 | -$279,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$145,307 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,794,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $786,189 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,200,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,254,493 | TotalAmt |
| Program Services | $23,254,493 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,049,709 | TotalAmt |
| Program Services | $59,049,709 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,025,418 | TotalAmt |
| Program Services | $872,100 | ProgramServicesAmt |
| Management And General | $800,545 | ManagementAndGeneralAmt |
| Fundraising | $352,773 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,354,444 | TotalAmt |
| Program Services | $22,252,612 | ProgramServicesAmt |
| Management And General | $3,774,876 | ManagementAndGeneralAmt |
| Fundraising | $3,326,956 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,932 | TotalAmt |
| Program Services | $674,422 | ProgramServicesAmt |
| Management And General | $115,587 | ManagementAndGeneralAmt |
| Fundraising | $95,923 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,054,053 | TotalAmt |
| Program Services | $2,271,414 | ProgramServicesAmt |
| Management And General | $444,135 | ManagementAndGeneralAmt |
| Fundraising | $338,504 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,891,406 | TotalAmt |
| Program Services | $1,407,465 | ProgramServicesAmt |
| Management And General | $280,115 | ManagementAndGeneralAmt |
| Fundraising | $203,826 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,369 | TotalAmt |
| Program Services | $73,369 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,995 | TotalAmt |
| Program Services | $45 | ProgramServicesAmt |
| Management And General | $156,950 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,553 | TotalAmt |
| Fundraising | $816,553 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,128 | TotalAmt |
| Management And General | $721,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,201,634 | TotalAmt |
| Program Services | $5,119,227 | ProgramServicesAmt |
| Management And General | $1,731,371 | ManagementAndGeneralAmt |
| Fundraising | $351,036 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,784,775 | TotalAmt |
| Program Services | $2,610,780 | ProgramServicesAmt |
| Management And General | $2,061,206 | ManagementAndGeneralAmt |
| Fundraising | $1,112,789 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,792,614 | TotalAmt |
| Program Services | $4,736,957 | ProgramServicesAmt |
| Management And General | $21,608 | ManagementAndGeneralAmt |
| Fundraising | $34,049 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,231,425 | TotalAmt |
| Program Services | $1,297,341 | ProgramServicesAmt |
| Management And General | $302,058 | ManagementAndGeneralAmt |
| Fundraising | $632,026 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,705,480 | TotalAmt |
| Program Services | $2,470,521 | ProgramServicesAmt |
| Management And General | $154,237 | ManagementAndGeneralAmt |
| Fundraising | $80,722 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,207 | TotalAmt |
| Program Services | $1,594,080 | ProgramServicesAmt |
| Management And General | $173,823 | ManagementAndGeneralAmt |
| Fundraising | $105,304 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,197,213 | TotalAmt |
| Program Services | $3,059,822 | ProgramServicesAmt |
| Management And General | $119,823 | ManagementAndGeneralAmt |
| Fundraising | $17,568 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,748 | TotalAmt |
| Program Services | $130,451 | ProgramServicesAmt |
| Management And General | $56,019 | ManagementAndGeneralAmt |
| Fundraising | $28,278 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,425 | TotalAmt |
| Program Services | $822,849 | ProgramServicesAmt |
| Management And General | $389,653 | ManagementAndGeneralAmt |
| Fundraising | $176,923 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and postage | $17,453,579 | $5,754,244 | $38,283 | $11,661,052 |
| Volunteer travel/activi | $6,016,600 | $5,988,739 | $27,839 | $22 |
| Telecommunication expen | $1,967,350 | $1,909,015 | $35,817 | $22,518 |
| Miscellaneous operating | $453,313 | $408,586 | $23,684 | $21,043 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,155 | TotalAmt |
| Program Services | $438,952 | ProgramServicesAmt |
| Management And General | $432,828 | ManagementAndGeneralAmt |
| Fundraising | $142,375 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,579,018 | TotalAmt |
| Program Services | $146,197,193 | ProgramServicesAmt |
| Management And General | $11,861,585 | ManagementAndGeneralAmt |
| Fundraising | $19,520,240 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,859,617 | TotalAmt |
| Program Services | $4,149,338 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,710,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,405,288 | BOYAmt |
| EOY | $2,751,768 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,693,155 | BOYAmt |
| EOY | $6,435,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,507 | BOYAmt |
| EOY | $555,175 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,111,364 | BOYAmt |
| EOY | $10,679,220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,352,309 | BOYAmt |
| EOY | $2,224,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,500,554 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,309,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,518,486 | BOYAmt |
| EOY | $17,191,310 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,166,122 | BOYAmt |
| EOY | $331,745,898 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,137,331 | BOYAmt |
| EOY | $3,318,160 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,518,474 | BOYAmt |
| EOY | $5,728,157 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,927 | BOYAmt |
| EOY | $287,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,584,963 | BOYAmt |
| EOY | $380,917,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,966,872 | BOYAmt |
| EOY | $14,917,969 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,007,231 | BOYAmt |
| EOY | $9,114,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,787,173 | BOYAmt |
| EOY | $6,073,491 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,096,998 | BOYAmt |
| EOY | $2,003,060 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,858,274 | BOYAmt |
| EOY | $57,109,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,237,268 | BOYAmt |
| EOY | $97,074,980 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,690 | BOYAmt |
| EOY | $2,937,498 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,040,731 | BOYAmt |
| EOY | $223,796,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,726,689 | BOYAmt |
| EOY | $323,808,478 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,584,963 | BOYAmt |
| EOY | $380,917,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $96,215,962 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,865,827 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,215,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,542,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,271,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $281,047,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,808,214 | CurrentTaxYearAmt |
| Total | $966,885,216 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,215,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,542,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,271,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $281,047,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,808,214 | CurrentTaxYearAmt |
| Total | $966,885,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $264,533,321 | SubstantialContributorsTotAmt |
| Public Support Total170 | $702,351,895 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,235,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,445,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,172,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,040,083 | CurrentTaxYearAmt |
| Total | $23,244,343 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $212,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,708,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $640,882 | CurrentTaxYearAmt |
| Total | $2,562,299 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $992,691,858 | TotalSupportAmt |
| Public Support CY170 | 0.70750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10(C); | 2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938 |
| PART II, LINE 10(D); | 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(E); | 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 |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,651,935 | BeginningYearBalanceAmt |
| Contributions | $76,682,864 | ContributionsAmt |
| Investment Earnings Or Losses | $26,913,632 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $888,261 | OtherExpendituresAmt |
| End Year Balance | $244,360,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,139,004 | BeginningYearBalanceAmt |
| Contributions | $116,229,945 | ContributionsAmt |
| Investment Earnings Or Losses | $9,190,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $907,709 | OtherExpendituresAmt |
| End Year Balance | $141,651,935 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,983,362 | BeginningYearBalanceAmt |
| Contributions | $336,554 | ContributionsAmt |
| Investment Earnings Or Losses | -$328,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,519 | OtherExpendituresAmt |
| End Year Balance | $17,139,004 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,101,116 | BeginningYearBalanceAmt |
| Contributions | $476,933 | ContributionsAmt |
| Investment Earnings Or Losses | $190,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785,041 | OtherExpendituresAmt |
| End Year Balance | $17,983,362 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,154,308 | BeginningYearBalanceAmt |
| Contributions | $326,685 | ContributionsAmt |
| Investment Earnings Or Losses | $2,338,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $718,263 | OtherExpendituresAmt |
| End Year Balance | $18,101,116 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87020 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,736,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,025,049 | DepreciationAmt |
| Book Value | $11,711,859 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,323,646 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,284,195 | DepreciationAmt |
| Book Value | $1,039,451 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,191,310 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable gift annuity liability | Desc |
| Amt | $2,003,060 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,003,060 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $345,745,365 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,865,827 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $59,791,538 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $165,148 | OtherRevenueAmt |
| Revenue Not Reported | $72,822,513 | RevenueNotReportedAmt |
| Revenue Subtotal | $272,922,852 | RevenueSubtotalAmt |
| Other Revenues Not Included | $872,128 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $872,128 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $273,794,980 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $236,659,500 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $59,791,538 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,072 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $59,801,610 | ExpensesNotReportedAmt |
| Expenses Subtotal | $176,857,890 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $721,128 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $721,128 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $177,579,018 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanently Restricted Endowment In January 2017, the Foundation received a contribution of approximately $76,111,000 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 5% 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 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) 165,148. |
| Part XI, Line 4b - Other Adjustments: | AARP Institute contribution to AARP Foundation 151,000. Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256. |
| Part XII, Line 2d - Other Adjustments: | AARP Institute (EIN: 52-0788950) 10,072. |
| Part XII, Line 4b - Other Adjustments: | Investment expenses treated as contra revenue on FS 432,872. Investment expenses from K-1s included in unrealized gain on FS 288,256. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Chapman Cubine and Hussey | ||||||||
| 2000 15TH Street North Suite 550 | Arlington | VA | 22201 | Direct mail production management services | 0 | $0 | $683,660 | $0 |
| M&R Strategic Services Inc | ||||||||
| 1101 Connecticut Avenue NW 7th Flo | Washington | DC | 20036 | Creative online marketing services | 0 | $0 | $390,505 | $0 |
| Ruffalo Noel Levitz | ||||||||
| 1025 Kirkwood Parkway SW | Cedar Rapids | IA | 52404 | Outbound Call Center Services | 0 | $0 | $163,975 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,238,140 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $509,736 Consulting fees 24,000 Advertising & promotion 149,924 Total paid to Chapman Cubine and Hussey $683,660 M&R Strategic Services Inc. Professional fundraising fee $186,564 Consulting services 203,941 Total paid to M&R Strategic Services Inc. $390,505 Ruffalo Noel Levitz Professional fundraising fee $120,253 Consulting services 43,722 Total paid to Ruffalo Noel Levitz $163,975 Total amounts paid to fundraisers $1,238,140 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (142 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 951985500 | 501(c)(4) | $4,927,250 | AARP charitable work conducted on behalf of the AARP Foundation. | |
| Agency of Aging of South Central Connecticut | ||||||||
| One Long Wharf Drive Suite 1L | New Haven | CT | 06511 | 060915531 | 501(c)(3) | $35,750 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Alliance for Aging Inc | ||||||||
| 760 NW F107th Ave Suite 214 | Miami | FL | 33172 | 650101947 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| American National Red Cross | ||||||||
| 431 18th Street NW | Washington | DC | 200065009 | 530196605 | 501(c)(3) | $65,000 | AARP Foundation Disaster Relief Grant. | |
| American National Red Cross - VI Affiliate (dba Cruz Roja Americana) | ||||||||
| 2025 E St NW | Washington | DC | 200065009 | 530196605 | 501(c)(3) | $75,000 | AARP Foundation Disaster Relief Grant. | |
| Arapahoe Douglas Works | ||||||||
| 6974 S Lima Street | Centennial | CO | 80112 | 846000740 | Government Entity | $66,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Asian American Health Coalition of the Greater Houston Area dba Hope Clinic | ||||||||
| 7001 Corporate Suite 120 | Houston | TX | 77036 | 311756818 | 501(c)(3) | $30,000 | AARP Foundation Disaster Relief Grant. | |
| Aspiranet | ||||||||
| 400 Oyster Point Blvd Suite 501 | South San Francisco | CA | 94080 | 942442955 | 501(c)(3) | $542,858 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Austin Community College District | ||||||||
| 5930 Middle Fiskville Rd | Austin | TX | 78752 | 741742036 | 501(c)(3) | $267,117 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| BakerRipley | ||||||||
| PO Box 271389 | Houston | TX | 77277 | 237062976 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Boat People SOS | ||||||||
| 11360 Bellaire Blvd Ste 910 | Houston | TX | 77072 | 541563619 | 501(c)(3) | $30,000 | AARP Foundation Disaster Relief Grant. | |
| Bread of Life Inc | ||||||||
| 2019 Crawford St | Houston | TX | 77022 | 760386510 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Brenda Adcox | ||||||||
| 110 Fox Briar Drive | Mendenhall | MS | 39114 | 454863509 | $13,008 | Grant to support AARP Foundation's Food Security program. | ||
| Brookway Market Basket | ||||||||
| 835 Brookway Blvd | Brookhaven | MS | 39601 | 043051952 | $8,839 | Grant to support AARP Foundation's Food Security program. | ||
| Career Source Brevard | ||||||||
| 297 Barnes Blvd | Rockledge | FL | 32955 | 593031785 | 501(c)(3) | $131,969 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Carver Community Organization Inc | ||||||||
| 400 SE 8th Street | Evansville | IN | 47713 | 350869030 | 501(c)(3) | $91,135 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Catholic Charities Inc - Archdiocese of Hartford | ||||||||
| 839-841 Asylum Avenue | Hartford | CT | 06105 | 060667607 | 501(c)(3) | $8,000 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Cedars-Sinai Medical Care Foundation | ||||||||
| 8501 Wilshire Blvd Suite 100 | Beverly Hills | CA | 90211 | 954457756 | 501(c)(3) | $609,858 | Grant to support AARP Foundation's Isolation program. | |
| Center for Women and Enterprise | ||||||||
| 24 School Street 7th Floor | Boston | MA | 02108 | 043256236 | 501(c)(3) | $20,000 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Chicago Cook Workforce Partner | ||||||||
| 69 W Washington Ste 2860 | Chicago | IL | 60602 | 364122225 | 501(c)(3) | $256,500 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Children's Initiative | ||||||||
| 4438 Ingraham St | San Diego | CA | 92109 | 770587835 | 501(c)(3) | $306,852 | Grant to support AARP Foundation's Experience Corps program. | |
| Chinese Community Center | ||||||||
| 9800 Town Park Dr | Houston | TX | 77036 | 760067885 | 501(c)(3) | $30,000 | AARP Foundation Disaster Relief Grant. | |
| City of Tempe | ||||||||
| 715 W 5th Street | Tempe | AZ | 85281 | 866000262 | Government Entity | $134,811 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Community Servings | ||||||||
| 18 Marbury Terrace | Jamaica | MA | 02130 | 223154028 | 501(c)(3) | $250,000 | Grant to support AARP Foundation's Food Security program. | |
| Comprehensive Housing Assistance | ||||||||
| 5809 Park Heights Ave | Baltimore | MD | 21215 | 237097000 | 501(c)(3) | $8,484 | Grant to support AARP Foundation's Isolation program. | |
| Concordia University - Chicago | ||||||||
| 7400 Augusta Street | River Forest | IL | 60305 | 362191242 | 501(c)(3) | $20,000 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Consumer Credit Counseling Service of Delaware Valley dba Clarifi | ||||||||
| 1608 Walnut Street 10th Floor | Phildelphia | PA | 19103 | 231671903 | 501(c)(3) | $615,000 | Grant to support AARP Foundation's Income Security program. | |
| Cornerstone Alliance | ||||||||
| 38 W Wall Street | Bentor Harbor | MI | 49022 | 382772476 | 501(c)(3) | $12,500 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Corporation for Supportive Housing | ||||||||
| 61 Broadway Ste 2300 | New York | NY | 10006 | 133600232 | 501(c)(3) | $300,000 | Grant to support AARP Foundation's Housing program. | |
| Council of Independent Colleges | ||||||||
| 1 Dupont Circle NW Suite 320 | Washington | DC | 20036 | 016004776 | 501(c)(3) | $326,364 | Grant to support AARP Foundation's Intergenerational programs. | |
| Council on Aging of Martin County | ||||||||
| 900 SE Salerno Road | Stuart | FL | 34997 | 521007762 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| Dartmouth College | ||||||||
| 7 Lebanon St Ste 302 | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $447,444 | Grant to support AARP Foundation's Isolation program. | |
| Eastern Florida State College | ||||||||
| 1519 Clearlake Road | Cocoa | FL | 32922 | 590920675 | 501(c)(3) | $158,950 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Eastern WV Community and Technical College Foundation | ||||||||
| 316 Eastern Drive | Moorefield | WV | 26836 | 550773642 | 501(c)(3) | $14,400 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Elder Services of Merrimack Valley | ||||||||
| 280 Merrimack Street Ste 400 | Lawrence | MA | 01843 | 042545136 | 501(c)(3) | $370,807 | Grant to support AARP Foundation's Food Security program. | |
| Evelyn Rubenstein Jewish Community Center | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Feeding America Tampa Bay | ||||||||
| 4702 Transport Dr Building 6 | Tampa | FL | 33605 | 592116576 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| Financial Innovations Center Inc dba Center for Financial Services Inform | ||||||||
| 20 N Clark St Ste 1950 | Chicago | IL | 60602 | 203006098 | 501(c)(3) | $300,000 | Grant to support AARP Foundation's Income Security program. | |
| Foundation for Puerto Rico | ||||||||
| 1500 Antonsanti Street Suite K | San Juan | PR | 009123150 | 660776227 | 501(c)(3) | $100,000 | AARP Foundation Disaster Relief Grant. | |
| Friendship Centers of SW Florida dba Senior Friendship Centers | ||||||||
| 1888 Brother Geenen Way | Sarasota | FL | 34236 | 591522614 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| Fundacion Angel Ramos | ||||||||
| PO Box 362408 | San Juan | PR | 009362408 | 660369110 | $100,000 | AARP Foundation Disaster Relief Grant. | ||
| Fundacion Fondo de Acceso a la Justicia | ||||||||
| Edificio Comercial 18 Oficina 201-A | San Juan | PR | 009074830 | 660831102 | $100,000 | AARP Foundation Disaster Relief Grant. | Ave RH Todd 800 | |
| Generations Incorporated | ||||||||
| 25 Kingston St 4th Floor | Boston | MA | 02111 | 043227007 | 501(c)(3) | $1,048,229 | Grant to support AARP Foundation's Experience Corps program. | |
| Generations United | ||||||||
| 25 E Street NW | Washington | DC | 20001 | 311542973 | 501(c)(3) | $37,500 | Grant to support AARP Foundation's Intergenerational programs. | |
| Gerontological Society of America | ||||||||
| 1220 L Street Suite 901 | Washington | DC | 20005 | 521256181 | 501(c)(3) | $50,585 | Support for AARP Foundation's Isolation program. | |
| Good Work Network | ||||||||
| 2028 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | 721499442 | 501(c)(3) | $19,976 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Grantmakers in Aging | ||||||||
| 2001 Jefferson Davis Hwy Ste 504 | Arlington | VA | 22202 | 134014982 | 501(c)(3) | $50,000 | 2017 Contribution for programmatic work and conference. | |
| Greater Cleveland Volunteers | ||||||||
| 4415 Euclid Avenue Suite 200 | Cleveland | OH | 441033758 | 341356768 | 501(c)(3) | $90,933 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Greater Houston Community Foundation | ||||||||
| 5120 Woodway Drive Suite 6000 | Houston | TX | 77056 | 237160400 | 501(c)(3) | $100,000 | AARP Foundation Disaster Relief Donation. | |
| Habitat for Humanity International | ||||||||
| 121 Habitat St | Americus | GA | 317093498 | 911914868 | 501(c)(3) | $70,000 | AARP Foundation Disaster Relief Grant. | |
| Harlem Business Alliance | ||||||||
| 275 Lenox Avenue | New York | NY | 10027 | 133591350 | 501(c)(3) | $23,279 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Harry Chapin Food Bank of Southwest Florida | ||||||||
| 3670 Fowler Street | Fort Myers | FL | 33901 | 592332120 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| Havard University | ||||||||
| 79 John F Kennedy St | Cambridge | MA | 02138 | 042103580 | 501(c)(3) | $100,000 | Grant to support AARP Foundation's Housing program. | |
| Health Research Inc | ||||||||
| 150 Broadway Suite 560 | Menands | NY | 12204 | 141402155 | 501(c)(3) | $75,000 | Grant to support AARP Foundation's Isolation program. | |
| Heart of Florida United Way | ||||||||
| 1940 Traylor Blvd | Orlando | FL | 32804 | 590808854 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| HelpAge USA | ||||||||
| 601 E Street NW | Washington | DC | 20049 | 271071179 | 501(c)(3) | $200,000 | AARP Foundation Disaster Relief Grant. | |
| Hispanic Federation | ||||||||
| 55 Exchange Place 5th Floor | New York | NY | 10005 | 133573852 | 501(c)(3) | $75,000 | AARP Foundation Disaster Relief Grant. | |
| Increase Community Development Corporation | ||||||||
| 3433 Agler Rd Suite 2100 | Columbus | OH | 43219 | 311721455 | 501(c)(3) | $19,994 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Instituto para el Desarrollo Soicioeconomic y d Vivienda de Puerto Rico | ||||||||
| PO Box 7154 | Mayaguez | PR | 00681 | 660658219 | 501(c)(3) | $100,000 | AARP Foundation Disaster Relief Grant. | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main St | Houston | TX | 77002 | 741488102 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Jackson Cash & Carry Inc | ||||||||
| 3520 Terry Road | Jackson | MS | 39212 | 743137545 | $16,311 | Grant to support AARP Foundation's Food Security program. | ||
| Jefferson State Community College | ||||||||
| 2601 Carson Road | Birmingham | AL | 35215 | 630501357 | 501(c)(3) | $257,487 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Jewish Family and Community Services of SW Florida | ||||||||
| 5025 Castello Drive | Naples | FL | 34103 | 453980909 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| Johns Hopkins University | ||||||||
| 525 N Wolfe Street Room 336 | Baltimore | MD | 212052110 | 520595110 | 501(c)(3) | $110,000 | Grant to support AARP Foundation's Housing program. | |
| LA's Best | ||||||||
| 200 N Spring St M 120 | Los Angeles | CA | 90012 | 954311058 | 501(c)(3) | $100,000 | Grant to support AARP Foundation's Experience Corps afterschool program. | |
| Legal Aid of Northwest Texas | ||||||||
| 600 E Weatherford Street | Fort Worth | TX | 76102 | 750856086 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| Legal Aid Society of Palm Beach | ||||||||
| 423 Fern Street Suite 200 | West Palm Beach | FL | 33401 | 596046994 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| Legal Services of Greater Miami | ||||||||
| 300 Biscayne Boulevard Suite 500 | Miami | FL | 33137 | 591227481 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| Legal Services of the Virgin Islands | ||||||||
| 3017 Estate Orange Grove | St Croix | VI | 008204375 | 670254654 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| Lone Star Legal Aid | ||||||||
| PO Box 398 | Houston | TX | 770010398 | 741537787 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| Lutheran Social Services of NE Florida | ||||||||
| 4615 Phillips Highway | Jacksonville | FL | 32207 | 591965600 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| Lutheran Social Services of the Virgin Islands | ||||||||
| 516B Hospital Street | Frederiksted | VI | 008403824 | 670250807 | 501(c)(3) | $75,000 | AARP Foundation Disaster Relief Grant. | |
| Mathis Peaches & Produce | ||||||||
| 1950 CR 450 | Quitman | MS | 39355 | 271869273 | $8,192 | Grant to support AARP Foundation's Food Security program. | ||
| Memphis Tilth | ||||||||
| 575 Suzette Street | Memphis | TN | 38126 | 810733686 | 501(c)(3) | $8,784 | Grant to support AARP Foundation's Food Security program. | |
| Metropolitan Family Service | ||||||||
| 230 NE 2nd Avenue 2 | Hillsboro | OR | 97124 | 930397825 | 501(c)(3) | $156,455 | Grant to support AARP Foundation's Experience Corps program. | |
| Miami Dade College | ||||||||
| 11380 NW 27th Ave | Miami | FL | 33167 | 591210485 | Government Entity | $89,266 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Miami Rescue Mission | ||||||||
| 3553 NW 50 Street | Miami | FL | 33142 | 591743865 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| MicroEnterprise Resources Initiatives and Training (MERIT) | ||||||||
| 626 High St NE Ste 210 | Salem | OR | 97301 | 412247717 | 501(c)(3) | $19,447 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Morristown Farmers Market (managed by Crossroads Downtown Partnership) | ||||||||
| 172 W Main St Skymart | Morristown | TN | 37816 | 272903936 | 501(c)(3) | $6,267 | Grant to support AARP Foundation's Food Security program. | |
| Mountain Bizworks | ||||||||
| 153 South Lexington Ave | Asheville | NC | 28801 | 141864873 | 501(c)(3) | $18,800 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Nassau County Council on Aging | ||||||||
| 1367 S 18th Street | Fernandina | FL | 32034 | 237375273 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| National Academy of Elder Law Attorneys | ||||||||
| 1577 Spring Hill Road Ste 220 | Vienna | VA | 22182 | 860620517 | 501(c)(3) | $10,000 | Sponsorship of the 2017 National Aging and Law Conference. | |
| National Consumer Voice for Quality Long Term Care | ||||||||
| 1001 Connecticut Avenue NW | Washington | DC | 20036 | 521122531 | 501(c)(3) | $10,000 | Sponsorship of the 2017 National Consumer Voice for Quality Long Term Care Conference. | |
| National Health Law Program | ||||||||
| 1444 I Street NW 1105 | Washington | DC | 20005 | 953080947 | 501(c)(3) | $10,000 | Sponsorship of the 2017 NHLP 28th Annual Health Advocates Conference. | |
| National Housing Law Project | ||||||||
| 703 Market Street Ste 2000 | San Francisco | CA | 94103 | 942400196 | 501(c)(3) | $7,500 | Sponsorship of the 2017 National meeting of the National Housing Law Project. | |
| National Older Adult Worker Career Center | ||||||||
| 3811 N Fairfax Drive Suite 900 | Arlington | VA | 22203 | 522003078 | 501(c)(3) | $150,000 | Grant to support AARP Foundation's Workforce program. | |
| New Harvest Park Farmers' Market (co Know County Parks & Recreation) | ||||||||
| 140 Dameron Ave | Knoxville | TN | 37917 | 626007979 | Government Entity | $6,896 | Grant to support AARP Foundation's Food Security program. | |
| Nonprofits Assistance Funds (MAPS) | ||||||||
| 2314 University Avenue W Ste 28 | St Paul | MN | 55114 | 411916337 | 501(c)(3) | $563,806 | Grant to support AARP Foundation's Experience Corps program. | |
| Northeast Florida Area Agency on Aging dba Eldersource | ||||||||
| 10688 Old St Augustine Blvd | Jacksonville | FL | 32257 | 591569867 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| Nourish Knoxville Inc | ||||||||
| PO Box 2422 | Knoxville | TN | 37901 | 462030131 | 501(c)(3) | $11,370 | Grant to support AARP Foundation's Food Security program. | |
| Operation Pathways Inc | ||||||||
| 122 E 42nd St Ste 4900 | New York | NY | 10168 | 472897977 | 501(c)(3) | $11,110 | Grant to support AARP Foundation's Isolation program. | |
| Organization of Chinese Americans Greater Houston | ||||||||
| 9800 Town Park | Houston | TX | 77036 | 521306678 | 501(c)(3) | $30,000 | AARP Foundation Disaster Relief Grant. | |
| Parents Health Foundation | ||||||||
| 24012 Calle De La Plata 400 | Laguna Hills | CA | 92653 | 811188544 | 501(c)(3) | $112,789 | Grant to support AARP Foundation's Experience Corps program. | |
| Peoplefund | ||||||||
| 2921 E 17th Street | Austin | TX | 78702 | 742814572 | 501(c)(3) | $19,500 | Grant to support AARP Foundation's Work for Yourself@50+ and Disaster Relief. | |
| Pima Community College | ||||||||
| 4905 East Broadway Ste 113 | Tucson | AZ | 857094905 | 860208787 | 501(c)(3) | $80,742 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Pinebelt Association for Families | ||||||||
| PO Box 12471 | Petal | MS | 39465 | 640915962 | 501(c)(3) | $6,064 | Grant to support AARP Foundation's Food Security program. | |
| Read to Succeed Buffalo Inc | ||||||||
| 392 Pearl Street Ste 100 | Buffalo | NY | 14202 | 263606661 | 501(c)(3) | $803,917 | Grant to support AARP Foundation's Experience Corps program. | |
| Real School Gardens | ||||||||
| 5520 Connecticut Ave NW Ste 200 | Washington | DC | 20015 | 205946552 | 501(c)(3) | $75,000 | Grant for intergenerational work in Baltimore for multiuse open space. | |
| Rebuilding Together Houston | ||||||||
| 104 N Greenwood Ste 100 | Houston | TX | 77011 | 760027902 | 501(c)(3) | $1,195,000 | AARP Foundation Disaster Relief Grant. | |
| Rosedale Piggly Wiggly | ||||||||
| 600 Highway 8 East | Rosedale | MS | 38769 | 201770628 | $34,769 | Grant to support AARP Foundation's Food Security program. | ||
| Rutherford County Farmers Market | ||||||||
| Rutherford County Trustee Room 102 | Murfreesboro | TN | 37130 | 626017922 | $8,533 | Grant to support AARP Foundation's Food Security program. | Public Square Courthouse | |
| Sacramento Chinese Community Service Center | ||||||||
| 420 I St 5 | Sacramento | CA | 95814 | 942581434 | 501(c)(3) | $539,108 | Grant to support AARP Foundation's Experience Corps program. | |
| Sacramento Employment and Training Agency | ||||||||
| 925 Del Paso Blvd | Sacramento | CA | 95815 | 946000529 | Government Entity | $76,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Santa Fe College | ||||||||
| 3000 NW 83rd St Bldg R Room 211D | Gainesville | FL | 32606 | 591207627 | 501(c)(3) | $180,234 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Santa Fe Community College | ||||||||
| 6401 Richards Ave | Santa Fe | NM | 87508 | 850311615 | 501(c)(3) | $61,883 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| SEIU Healthcare | ||||||||
| 15 S Grady Way Suite 321 | Renton | WA | 98057 | 800377196 | 501(c)(3) | $114,499 | Grant to support AARP Foundation's Workforce program. | |
| Senior Connection Center Polk | ||||||||
| 8928 Brittany Way | Tampa | FL | 33619 | 592074063 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| Small Business Empowerment Center | ||||||||
| 911 Washington Suite 805 | St Louis | MO | 63101 | 800563561 | 501(c)(3) | $23,000 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Social Capital Markets LLC | ||||||||
| 6 Mercer Street Ste 24 | Princeton | NJ | 08540 | 820867484 | Corporation | $30,000 | Sponsorship of the SOCAP17 Annual Conference. | |
| Southeast Texas Regional Planning Commission | ||||||||
| 2210 Eastex Freeway | Beaumont | TX | 77703 | 741675043 | Government Entity | $50,000 | AARP Foundation Disaster Relief Grant. | |
| St Bernard Project | ||||||||
| 8324 Parc Place | Chalmette | LA | 70043 | 262189665 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| St Croix Foundation | ||||||||
| 1023 Market Street | Christiansted | VI | 008204375 | 660480131 | 501(c)(3) | $75,000 | AARP Foundation Disaster Relief Grant. | |
| St John's Council on Aging | ||||||||
| 180 Marine St | St Augustine | FL | 32084 | 591525829 | 501(c)(3) | $40,000 | AARP Foundation Disaster Relief Grant. | |
| State of Mississippi -University of Mississippi Medical Center - Univeristy | ||||||||
| 2500 North State Street | Jackson | MS | 39216 | 646008520 | Government Entity | $322,773 | Grant to support AARP Foundation's Housing program. | |
| Strong Food LA Kitchen | ||||||||
| 230 W Avenue 26 | Los Angeles | CA | 90031 | 461639779 | 501(c)(3) | $450,000 | Grant to support AARP Foundation's Food Security program. | |
| Texas Access to Justice Foundation | ||||||||
| 1601 Rio Grande Ste 351 | Austin | TX | 78701 | 742354575 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| Texas Rio Grande Legal Aid Inc | ||||||||
| 301 S Texas Blvd | Mercedes | TX | 78570 | 741675230 | 501(c)(3) | $50,000 | AARP Foundation Disaster Relief Grant. | |
| The Houston Food Bank | ||||||||
| 535 Portwall Street | Houston | TX | 77029 | 742181456 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| The Market Tree of Life Center | ||||||||
| 30 Crossland Ave Ste 205 | Clarksville | TN | 37040 | 205449098 | $6,181 | Grant to support AARP Foundation's Food Security program. | ||
| The Montose Center | ||||||||
| 401 Branard Street 2nd Floor | Houston | TX | 77006 | 742050245 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Three Rivers Market | ||||||||
| 1100 N Central Street | Knoxville | TN | 37917 | 202281235 | $31,444 | Grant to support AARP Foundation's Food Security program. | ||
| Tri County Technical College Foundation | ||||||||
| PO Box 587 | Pendleton | SC | 29670 | 570734955 | 501(c)(3) | $56,758 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| Trustees of Tufts University | ||||||||
| 711 Washington Street | Boston | MA | 02111 | 042103634 | 501(c)(3) | $24,530 | Grant to support AARP Foundation's Food Security program. | |
| TX Association of Community Action Agency | ||||||||
| 4029 S Capital of Texas Hwy Ste 115 | Austin | TX | 787047920 | 742035880 | 501(c)(3) | $1,325,000 | AARP Foundation Disaster Relief Grant. | 115 |
| United Way California Capital Region | ||||||||
| 10389 Old Placerville Road | Sacramento | CA | 95827 | 941225382 | 501(c)(3) | $372,435 | Grant to support AARP Foundation's Experience Corps program. | |
| United Way of Broward County | ||||||||
| 1300 S Andrews Ave Ansin Building | Fort Lauderdale | FL | 33316 | 590624402 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| United Way of Central Georgia Inc | ||||||||
| 277 Martin Luther King Jr Blvd Ste | Macon | GA | 312021302 | 580639811 | 501(c)(3) | $481,866 | Grant to support AARP Foundation's Experience Corps program. | 301 |
| United Way of Miami-Dade | ||||||||
| 3250 Southwest 3rd Avenue | Miami | FL | 33129 | 590830840 | 501(c)(3) | $45,000 | AARP Foundation Disaster Relief Grant. | |
| University of Cincinnati | ||||||||
| Finance Dept 2925 Campus Green Dr | Cincinnati | OH | 45221 | 316000989 | Government Entity | $100,000 | Grant to support AARP Foundation's Housing program. | |
| University of Hartford | ||||||||
| 200 Bloomfield Avenue | Hartford | CT | 06117 | 060731360 | 501(c)(3) | $19,580 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| West Tennessee Farmers Market Inc | ||||||||
| 91 New Market Street | Jackson | TN | 38301 | 626000316 | $13,600 | Grant to support AARP Foundation's Food Security program. | ||
| Westminster Economic Development Initiative Inc (WEDI) | ||||||||
| 436 Grant Street | Buffalo | NY | 142131141 | 204230463 | 501(c)(3) | $17,090 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| WI Women's Business Initiative | ||||||||
| 1533 N River Center Drive | Milwaukee | WI | 53212 | 391597954 | 501(c)(3) | $10,500 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Winrock International | ||||||||
| 2102 Riverfront Drive | Little Rock | AR | 72202 | 710603560 | 501(c)(3) | $19,692 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| Women's Coalition of St Croix | ||||||||
| 1608 Walnut Street 10th Floor | Philadelphia | PA | 19103 | 660392626 | 501(c)(3) | $75,000 | AARP Foundation Disaster Relief Grant. | |
| Womens Institute for a Secure Retirement | ||||||||
| 1140 19th Street NW Suite 550 | Washington | DC | 20036 | 521997317 | 501(c)(3) | $150,000 | Grant to support AARP Foundation's Income Security program. | |
| Workforce Connections | ||||||||
| 6330 W Charleston Blvd Suite 150 | Las Vegas | NV | 89146 | 880467645 | 501(c)(3) | $80,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| World Central Kitchen | ||||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | 273521132 | 501(c)(3) | $100,000 | AARP Foundation Disaster Relief Grant. | |
| Wyoming Women's Business | ||||||||
| 710 E Garfield Suite 323 | Laramie | WY | 82070 | 205440821 | 501(c)(3) | $18,822 | Grant to support AARP Foundation's Work for Yourself@50+ program. | |
| YMCA of the USA | ||||||||
| 101 N Upper Wacker Drive | Chicago | IL | 60606 | 363258696 | 501(c)(3) | $75,000 | Grant to support AARP Foundation's Isolation program. | |
| Youth Co-Op | ||||||||
| 3525 NW 7 Street | Miami | FL | 33125 | 237320351 | 501(c)(3) | $360,000 | Grant to support AARP Foundation's Back to Work 50+ program. | |
| YWCA Houston | ||||||||
| 6309 Martin Luther King Jr Blvd | Houston | TX | 77021 | 741109658 | 501(c)(3) | $35,000 | AARP Foundation Disaster Relief Grant. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 130 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP Enrollee Wages and Benefits (see Page 2, Part III, Line 4a) | 13000 | $58,500,033 |
| Experience Corps Mentoring & Tutoring Stipends | 1303 | $523,807 |
| Employee Crisis Fund | 7 | $25,868 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA MARSH RYERSON | ||||||||||||||
| PRESIDENT | $288,047 | $47,556 | $81,955 | $0 | $2,307 | $0 | $10,800 | $41,364 | $20,116 | $0 | $403,225 | $88,920 | $0 | $0 |
| PATRICIA D SHANNON | ||||||||||||||
| CFO & SENIOR VICE PRESIDENT | $300,151 | $0 | $64,375 | $0 | $10,028 | $0 | $10,800 | $41,364 | $11,967 | $0 | $397,321 | $41,364 | $0 | $0 |
| DAVID WHITEHEAD | ||||||||||||||
| SVP & CHIEF DEVELOPMENT OFFICER | $263,358 | $12,641 | $55,196 | $0 | $2,667 | $0 | $10,800 | $41,364 | $20,752 | $0 | $352,773 | $54,005 | $0 | $0 |
| WILLIAM A RIVERA | ||||||||||||||
| SENIOR VICE PRESIDENT OF LITIGATION | $228,362 | $0 | $44,902 | $0 | $1,007 | $0 | $10,800 | $41,364 | $1,476 | $0 | $286,547 | $41,364 | $0 | $0 |
| EMILY S ALLEN | ||||||||||||||
| VP - INCOME PROGRAM | $245,331 | $0 | $50,196 | $0 | $1,159 | $0 | $10,800 | $41,364 | $12,824 | $0 | $320,310 | $41,364 | $0 | $0 |
| COREY HASTINGS | ||||||||||||||
| VP - SCSEP | $197,893 | $0 | $42,857 | $0 | $415 | $0 | $9,630 | $36,883 | $14,448 | $0 | $265,243 | $36,883 | $0 | $0 |
| KEANNE C HENRY | ||||||||||||||
| VP EXPERIENCE CORPS | $197,893 | $0 | $44,357 | $0 | $891 | $0 | $9,690 | $37,113 | $5,883 | $0 | $258,714 | $37,113 | $0 | $0 |
| BARBARA JONES | ||||||||||||||
| SENIOR ATTORNEY | $186,931 | $0 | $24,945 | $0 | $22,406 | $0 | $8,475 | $32,459 | $12,509 | $0 | $255,266 | $32,459 | $0 | $0 |
| STEPHEN VENUTE | ||||||||||||||
| VP - CORP & FOUNDATION RELATIONS | $194,823 | $1,421 | $42,836 | $0 | $1,404 | $0 | $9,563 | $36,627 | $6,768 | $0 | $255,394 | $38,048 | $0 | $0 |
| VERONICA COATES | ||||||||||||||
| MANAGER-TECHNOLOGY TAX AIDE PROGRAM | $69,845 | $0 | $11,644 | $0 | $153,103 | $0 | $3,260 | $12,484 | $530 | $0 | $238,382 | $12,484 | $0 | $0 |
| STEVEN DELVECCHIO | ||||||||||||||
| VP - DIRECT RESPONSE | $119,448 | $69,990 | $39,037 | $0 | $1,209 | $0 | $9,139 | $35,002 | $1,264 | $0 | $170,097 | $104,992 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 members L. Johnson, Daly, Lane, and Kelly sat on both the AARP board and the AARP Foundation board. AARP pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. Board members Gutierrez, H. Johnson, Adame, Miller, and Daw sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses. In 2017, AARP Foundation did not pay for any board member spouse/companion travel expenses. |
| Part I, Line 4a | Veronica Coates received a severance payment in the amount of $141,934.34 in 2017. |
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | Purchase of office space | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00400 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00400 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Affiliated entity | RelationshipDescriptionTxt |
| Transaction | $4,927,250 | TransactionAmt |
| Transaction | Grant | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Column (d) | FormAndLineReferenceDesc |
| Explanation | Grants for performance of charitable activities on behalf of AARP Foundation | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,824 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | High / Low Average | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| Part VII, Sec. B, Independent Contractors | AARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to embark on a long term relationship designed to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP | |||||||||||
| 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 | |
| AARP Institute | |||||||||||
| 601 E Street NW | Washington | DC | 20049 | 520788950 | Supporting org of AARP Fdn holding certain charitable gift annuity funds | DC | 501(c)(3) | 509(a)(3) | Yes (1) | AARP Foundation | |
| 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) | 0 | AARP | |
| Experience Corps | |||||||||||
| 2120 L Street NW | Washington | DC | 20049 | 263698436 | Inactive - formally merged with AARP Foundation in 2015 | DC | 501(c)(3) | 509(a)(1) | 0 | AARP Foundation | |
| 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 | 0 | AARP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP Financial Services Corporation | ||||||||||
| 601 E Street NW | Washington | DC | 20049 | 521367607 | Real Estate Holding Company | DE | AARP | C | 0 | |
| AARP Services Inc | ||||||||||
| 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 | T | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP Inc - Grant awards for performance of charitable activities | ||
| B | $4,927,250 | Grant agreements |
| AARP Inc - Cash contributions and endowment | ||
| C | $100,219,867 | Cash paid |
| AARP Inc - Bond standby agreement | ||
| E | $25,000,000 | In the event of default |
| AARP Inc - In-kind advertising | ||
| M | $5,156,172 | Publication space market value |
| AARP Inc - In-kind shared services | ||
| M | $26,185,688 | Allocable cost |
| AARP Inc - Mailing lists | ||
| N | $0 | See supplemental information |
| AARP Inc - Maintenance & telephone | ||
| P | $593,994 | Costs incurred |
| AARP Inc - Shared employee salary | ||
| Q | $288,640 | Actual salary for time reported |
| AARP Inc - 25k Annual fee line of credit | ||
| R | $25,000 | Cash paid |
| AARP Institute | ||
| C | $151,000 | Cash paid |
| AARP Institute - In-kind shared services | ||
| L | $4,609 | Allocable cost |
| Andrus Insurance Fund Inc - Workers' comp & other insurance | ||
| R | $2,188,251 | Premiums paid |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(a)(6) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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