2018-11-13T08:15:07-06:00 2017-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE STE 501 MCLEAN VA 22102 990 2017-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Lisa Marsh Ryerson President 2024343399 2018-11-12 1 Parvin Van Enger P00955143 5713820020 2018-11-12 70.33.168.67 2018-11-12 09:17:11 ES P 95DB1D688DE8658E4B5D57A42FA37390B4B06BB9 5D9F48D552B520B2386016971BC58EBB7C5BCF28 2017 2019-02-21 02:37:17Z Lisa Marsh Ryerson 601 E Street NW Tax Dept Washington DC 20049 451124618 0 X www.aarp.org/foundation X 1961 DC A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials. 9 9 366 44394 0 0 281047140 249808214 1558064 786189 14465000 23345884 150415 -145307 297220619 273794980 76058878 82304202 0 0 34545447 37211253 825531 816553 19520240 51700250 57247010 163130106 177579018 134090513 96215962 266584963 380917771 51858274 57109293 214726689 323808478 X AARP Foundation addresses senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connectedness - fostering resilience, strengthening communities and restoring hope. See Schedule O.We operate at the intersection of collaboration, innovation, legal advocacy and grantmaking, by bringing together industry, government, activists, and volunteers to forge practical approaches that pair brainpower with some serious willpower. 0 0 81298150 60892351 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/ 12837175 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 12729287 5911006 765957 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. 4329965 1303329 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. 4927250 4927250 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. 4256696 65000 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 1839788 943273 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. 2475871 1269481 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. 372362 135190 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. 749219 2000 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 2368010 1065095 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. 18013420 5790227 20232 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. 39332581 15500845 20232 146197193 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 X 242 0 1 366 1 0 1 DA ID IS NO PO KS SW UK 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OK X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 X LLOYD JOHNSON BOARD CHAIR 6.00 10.40 X X 0 2507 0 JAIME GUTIERREZ BOARD VICE CHAIR / AUDIT CHAIR 6.00 0.40 X X 0 0 0 HARRY E JOHNSON SECRETARY/TREASURER & FINANCE CHAIR 6.00 0.00 X X 0 0 0 DIANE D MILLER BOARD MEMBER 6.00 0.00 X 0 0 0 DAVID ADAME BOARD MEMBER 6.00 0.00 X 0 0 0 ANN DAW BOARD MEMBER 6.00 0.00 X 0 0 0 RONALD E DALY SR BOARD MEMBER 6.00 10.00 X 0 3929 0 NEAL LANE BOARD MEMBER 6.00 10.00 X 0 5768 0 TIMOTHY M KELLY BOARD MEMBER 6.00 10.00 X 0 987 0 LISA MARSH RYERSON PRESIDENT 40.00 1.00 X 372309 47556 72280 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 40.00 0.00 X 374554 0 64131 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 321221 12641 72916 WILLIAM A RIVERA SENIOR VICE PRESIDENT OF LITIGATION 40.00 0.00 X 274271 0 53640 EMILY S ALLEN VP - INCOME PROGRAM 40.00 0.00 X 296686 0 64988 COREY HASTINGS VP - SCSEP 40.00 0.00 X 241165 0 60961 KEANNE C HENRY VP EXPERIENCE CORPS 40.00 0.00 X 243141 0 52686 BARBARA JONES SENIOR ATTORNEY 40.00 0.00 X 234282 0 53443 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 40.00 0.00 X 239063 1421 52958 VERONICA COATES MANAGER-TECHNOLOGY TAX AIDE PROGRAM 40.00 0.00 X 234592 0 16274 STEVEN DELVECCHIO VP - DIRECT RESPONSE 40.00 0.00 X 159694 69990 45405 2990978 144799 609682 82 0 1 0 Hirschfeld Marketing Solutions 18540 Starcreek Dr Cornelius NC 28031 Meal Pack Marketing and Operations 1954958 GraceWorkz LLC 1311 W Badger Rd Madison WI 53713 IT Printer Service and Imaging Supplies 1570855 Miami Dolphins LTD 7500 SW 30th Street Davie FL 33314 Volunteer Engagement See Schedule O 1425271 Mediacom Worldwide Inc 498 Seventh Ave New York NY 10018 Media Outreach Optimization 1210416 CP Direct Inc 4600A Boston Way Lanham MD 20706 Commercial Printing Services 1056870 101 103026 100370867 90152206 59182115 39824 249808214 Experience Corps Program Fees 900099 765957 765957 20232 20232 786189 10040083 10040083 190635439 177329638 13305801 13305801 13305801 Charitable Gift Annuity Severance 900099 134642 134642 Change in value- Charitable Gift 900099 -279949 -279949 -145307 273794980 786189 0 23200577 23254493 23254493 59049709 59049709 2025418 872100 800545 352773 29354444 22252612 3774876 3326956 885932 674422 115587 95923 3054053 2271414 444135 338504 1891406 1407465 280115 203826 73369 73369 156995 45 156950 816553 816553 721128 721128 7201634 5119227 1731371 351036 5784775 2610780 2061206 1112789 4792614 4736957 21608 34049 2231425 1297341 302058 632026 2705480 2470521 154237 80722 1873207 1594080 173823 105304 3197213 3059822 119823 17568 214748 130451 56019 28278 1389425 822849 389653 176923 Printing and postage 17453579 5754244 38283 11661052 Volunteer travel/activi 6016600 5988739 27839 22 Telecommunication expen 1967350 1909015 35817 22518 Miscellaneous operating 453313 408586 23684 21043 1014155 438952 432828 142375 177579018 146197193 11861585 19520240 X 12859617 4149338 0 8710279 1405288 2751768 9693155 6435695 2377507 555175 9111364 10679220 2352309 2224721 29500554 12309244 18518486 17191310 213166122 331745898 4137331 3318160 5518474 5728157 304927 287667 266584963 380917771 13966872 14917969 7007231 9114773 3787173 6073491 25000000 25000000 2096998 2003060 51858274 57109293 X 89237268 97074980 2448690 2937498 123040731 223796000 214726689 323808478 266584963 380917771 96215962 12865827 0 X 0 1 X 1 1 1 X 141215604 142542859 152271399 281047140 249808214 966885216 141215604 142542859 152271399 281047140 249808214 966885216 264533321 702351895 2235669 2351153 2445424 6172014 10040083 23244343 212938 1708479 640882 2562299 992691858 0.70750 0.77210 X 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 141651935 76682864 26913632 888261 244360170 17139004 116229945 9190695 907709 141651935 17983362 336554 -328393 852519 17139004 18101116 476933 190354 785041 17983362 16154308 326685 2338386 718263 18101116 0.12980 0.87020 0 0 4440000 4440000 22736908 11025049 11711859 2323646 1284195 1039451 17191310 Charitable gift annuity liability 2003060 2003060 X 345745365 12865827 59791538 165148 72822513 272922852 872128 872128 273794980 236659500 59791538 10072 59801610 176857890 721128 721128 177579018 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. X X X X X X 1 Chapman Cubine and Hussey 2000 15TH Street North Suite 550 Arlington VA 22201 Direct mail production management services 0 0 683660 0 M&R Strategic Services Inc 1101 Connecticut Avenue NW 7th Flo Washington DC 20036 Creative online marketing services 0 0 390505 0 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Outbound Call Center Services 0 0 163975 0 1238140 AL AK CA CT CO DC FL GA HI IL KS KY MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AR ME Schedule G, Part I, Line 2b, Column (v) These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses. Schedule G, Part I, Line 2 b(v) Chapman Cubine and Hussey Professional fundraising fee $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 1 AARP 601 E Street NW Washington DC 20049 951985500 501(c)(4) 4927250 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) 35750 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) 45000 AARP Foundation Disaster Relief Grant. American National Red Cross 431 18th Street NW Washington DC 200065009 530196605 501(c)(3) 65000 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) 75000 AARP Foundation Disaster Relief Grant. Arapahoe Douglas Works 6974 S Lima Street Centennial CO 80112 846000740 Government Entity 66000 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) 30000 AARP Foundation Disaster Relief Grant. Aspiranet 400 Oyster Point Blvd Suite 501 South San Francisco CA 94080 942442955 501(c)(3) 542858 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) 267117 Grant to support AARP Foundation's Back to Work 50+ program. BakerRipley PO Box 271389 Houston TX 77277 237062976 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. Boat People SOS 11360 Bellaire Blvd Ste 910 Houston TX 77072 541563619 501(c)(3) 30000 AARP Foundation Disaster Relief Grant. Bread of Life Inc 2019 Crawford St Houston TX 77022 760386510 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. Brenda Adcox 110 Fox Briar Drive Mendenhall MS 39114 454863509 13008 Grant to support AARP Foundation's Food Security program. Brookway Market Basket 835 Brookway Blvd Brookhaven MS 39601 043051952 8839 Grant to support AARP Foundation's Food Security program. Career Source Brevard 297 Barnes Blvd Rockledge FL 32955 593031785 501(c)(3) 131969 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) 91135 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) 8000 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) 609858 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) 20000 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) 256500 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) 306852 Grant to support AARP Foundation's Experience Corps program. Chinese Community Center 9800 Town Park Dr Houston TX 77036 760067885 501(c)(3) 30000 AARP Foundation Disaster Relief Grant. City of Tempe 715 W 5th Street Tempe AZ 85281 866000262 Government Entity 134811 Grant to support AARP Foundation's Experience Corps afterschool program. Community Servings 18 Marbury Terrace Jamaica MA 02130 223154028 501(c)(3) 250000 Grant to support AARP Foundation's Food Security program. Comprehensive Housing Assistance 5809 Park Heights Ave Baltimore MD 21215 237097000 501(c)(3) 8484 Grant to support AARP Foundation's Isolation program. Concordia University - Chicago 7400 Augusta Street River Forest IL 60305 362191242 501(c)(3) 20000 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) 615000 Grant to support AARP Foundation's Income Security program. Cornerstone Alliance 38 W Wall Street Bentor Harbor MI 49022 382772476 501(c)(3) 12500 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) 300000 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) 326364 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) 45000 AARP Foundation Disaster Relief Grant. Dartmouth College 7 Lebanon St Ste 302 Hanover NH 03755 020222111 501(c)(3) 447444 Grant to support AARP Foundation's Isolation program. Eastern Florida State College 1519 Clearlake Road Cocoa FL 32922 590920675 501(c)(3) 158950 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) 14400 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) 370807 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) 35000 AARP Foundation Disaster Relief Grant. Feeding America Tampa Bay 4702 Transport Dr Building 6 Tampa FL 33605 592116576 501(c)(3) 40000 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) 300000 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) 100000 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) 45000 AARP Foundation Disaster Relief Grant. Fundacion Angel Ramos PO Box 362408 San Juan PR 009362408 660369110 100000 AARP Foundation Disaster Relief Grant. Fundacion Fondo de Acceso a la Justicia Edificio Comercial 18 Oficina 201-A Ave RH Todd 800 San Juan PR 009074830 660831102 100000 AARP Foundation Disaster Relief Grant. Generations Incorporated 25 Kingston St 4th Floor Boston MA 02111 043227007 501(c)(3) 1048229 Grant to support AARP Foundation's Experience Corps program. Generations United 25 E Street NW Washington DC 20001 311542973 501(c)(3) 37500 Grant to support AARP Foundation's Intergenerational programs. Gerontological Society of America 1220 L Street Suite 901 Washington DC 20005 521256181 501(c)(3) 50585 Support for AARP Foundation's Isolation program. Good Work Network 2028 Oretha Castle Haley Blvd New Orleans LA 70113 721499442 501(c)(3) 19976 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) 50000 2017 Contribution for programmatic work and conference. Greater Cleveland Volunteers 4415 Euclid Avenue Suite 200 Cleveland OH 441033758 341356768 501(c)(3) 90933 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) 100000 AARP Foundation Disaster Relief Donation. Habitat for Humanity International 121 Habitat St Americus GA 317093498 911914868 501(c)(3) 70000 AARP Foundation Disaster Relief Grant. Harlem Business Alliance 275 Lenox Avenue New York NY 10027 133591350 501(c)(3) 23279 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) 45000 AARP Foundation Disaster Relief Grant. Havard University 79 John F Kennedy St Cambridge MA 02138 042103580 501(c)(3) 100000 Grant to support AARP Foundation's Housing program. Health Research Inc 150 Broadway Suite 560 Menands NY 12204 141402155 501(c)(3) 75000 Grant to support AARP Foundation's Isolation program. Heart of Florida United Way 1940 Traylor Blvd Orlando FL 32804 590808854 501(c)(3) 45000 AARP Foundation Disaster Relief Grant. HelpAge USA 601 E Street NW Washington DC 20049 271071179 501(c)(3) 200000 AARP Foundation Disaster Relief Grant. Hispanic Federation 55 Exchange Place 5th Floor New York NY 10005 133573852 501(c)(3) 75000 AARP Foundation Disaster Relief Grant. Increase Community Development Corporation 3433 Agler Rd Suite 2100 Columbus OH 43219 311721455 501(c)(3) 19994 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) 100000 AARP Foundation Disaster Relief Grant. Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. Jackson Cash & Carry Inc 3520 Terry Road Jackson MS 39212 743137545 16311 Grant to support AARP Foundation's Food Security program. Jefferson State Community College 2601 Carson Road Birmingham AL 35215 630501357 501(c)(3) 257487 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) 50000 AARP Foundation Disaster Relief Grant. Johns Hopkins University 525 N Wolfe Street Room 336 Baltimore MD 212052110 520595110 501(c)(3) 110000 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) 100000 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) 50000 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) 45000 AARP Foundation Disaster Relief Grant. Legal Services of Greater Miami 300 Biscayne Boulevard Suite 500 Miami FL 33137 591227481 501(c)(3) 45000 AARP Foundation Disaster Relief Grant. Legal Services of the Virgin Islands 3017 Estate Orange Grove St Croix VI 008204375 670254654 501(c)(3) 50000 AARP Foundation Disaster Relief Grant. Lone Star Legal Aid PO Box 398 Houston TX 770010398 741537787 501(c)(3) 50000 AARP Foundation Disaster Relief Grant. Lutheran Social Services of NE Florida 4615 Phillips Highway Jacksonville FL 32207 591965600 501(c)(3) 40000 AARP Foundation Disaster Relief Grant. Lutheran Social Services of the Virgin Islands 516B Hospital Street Frederiksted VI 008403824 670250807 501(c)(3) 75000 AARP Foundation Disaster Relief Grant. Mathis Peaches & Produce 1950 CR 450 Quitman MS 39355 271869273 8192 Grant to support AARP Foundation's Food Security program. Memphis Tilth 575 Suzette Street Memphis TN 38126 810733686 501(c)(3) 8784 Grant to support AARP Foundation's Food Security program. Metropolitan Family Service 230 NE 2nd Avenue 2 Hillsboro OR 97124 930397825 501(c)(3) 156455 Grant to support AARP Foundation's Experience Corps program. Miami Dade College 11380 NW 27th Ave Miami FL 33167 591210485 Government Entity 89266 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) 45000 AARP Foundation Disaster Relief Grant. MicroEnterprise Resources Initiatives and Training (MERIT) 626 High St NE Ste 210 Salem OR 97301 412247717 501(c)(3) 19447 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) 6267 Grant to support AARP Foundation's Food Security program. Mountain Bizworks 153 South Lexington Ave Asheville NC 28801 141864873 501(c)(3) 18800 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) 40000 AARP Foundation Disaster Relief Grant. National Academy of Elder Law Attorneys 1577 Spring Hill Road Ste 220 Vienna VA 22182 860620517 501(c)(3) 10000 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) 10000 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) 10000 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) 7500 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) 150000 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 6896 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) 563806 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) 40000 AARP Foundation Disaster Relief Grant. Nourish Knoxville Inc PO Box 2422 Knoxville TN 37901 462030131 501(c)(3) 11370 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) 11110 Grant to support AARP Foundation's Isolation program. Organization of Chinese Americans Greater Houston 9800 Town Park Houston TX 77036 521306678 501(c)(3) 30000 AARP Foundation Disaster Relief Grant. Parents Health Foundation 24012 Calle De La Plata 400 Laguna Hills CA 92653 811188544 501(c)(3) 112789 Grant to support AARP Foundation's Experience Corps program. Peoplefund 2921 E 17th Street Austin TX 78702 742814572 501(c)(3) 19500 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) 80742 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) 6064 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) 803917 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) 75000 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) 1195000 AARP Foundation Disaster Relief Grant. Rosedale Piggly Wiggly 600 Highway 8 East Rosedale MS 38769 201770628 34769 Grant to support AARP Foundation's Food Security program. Rutherford County Farmers Market Rutherford County Trustee Room 102 Public Square Courthouse Murfreesboro TN 37130 626017922 8533 Grant to support AARP Foundation's Food Security program. Sacramento Chinese Community Service Center 420 I St 5 Sacramento CA 95814 942581434 501(c)(3) 539108 Grant to support AARP Foundation's Experience Corps program. Sacramento Employment and Training Agency 925 Del Paso Blvd Sacramento CA 95815 946000529 Government Entity 76000 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) 180234 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) 61883 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) 114499 Grant to support AARP Foundation's Workforce program. Senior Connection Center Polk 8928 Brittany Way Tampa FL 33619 592074063 501(c)(3) 40000 AARP Foundation Disaster Relief Grant. Small Business Empowerment Center 911 Washington Suite 805 St Louis MO 63101 800563561 501(c)(3) 23000 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 30000 Sponsorship of the SOCAP17 Annual Conference. Southeast Texas Regional Planning Commission 2210 Eastex Freeway Beaumont TX 77703 741675043 Government Entity 50000 AARP Foundation Disaster Relief Grant. St Bernard Project 8324 Parc Place Chalmette LA 70043 262189665 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. St Croix Foundation 1023 Market Street Christiansted VI 008204375 660480131 501(c)(3) 75000 AARP Foundation Disaster Relief Grant. St John's Council on Aging 180 Marine St St Augustine FL 32084 591525829 501(c)(3) 40000 AARP Foundation Disaster Relief Grant. State of Mississippi -University of Mississippi Medical Center - Univeristy 2500 North State Street Jackson MS 39216 646008520 Government Entity 322773 Grant to support AARP Foundation's Housing program. Strong Food LA Kitchen 230 W Avenue 26 Los Angeles CA 90031 461639779 501(c)(3) 450000 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) 50000 AARP Foundation Disaster Relief Grant. Texas Rio Grande Legal Aid Inc 301 S Texas Blvd Mercedes TX 78570 741675230 501(c)(3) 50000 AARP Foundation Disaster Relief Grant. The Houston Food Bank 535 Portwall Street Houston TX 77029 742181456 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. The Market Tree of Life Center 30 Crossland Ave Ste 205 Clarksville TN 37040 205449098 6181 Grant to support AARP Foundation's Food Security program. The Montose Center 401 Branard Street 2nd Floor Houston TX 77006 742050245 501(c)(3) 35000 AARP Foundation Disaster Relief Grant. Three Rivers Market 1100 N Central Street Knoxville TN 37917 202281235 31444 Grant to support AARP Foundation's Food Security program. Tri County Technical College Foundation PO Box 587 Pendleton SC 29670 570734955 501(c)(3) 56758 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) 24530 Grant to support AARP Foundation's Food Security program. TX Association of Community Action Agency 4029 S Capital of Texas Hwy Ste 115 115 Austin TX 787047920 742035880 501(c)(3) 1325000 AARP Foundation Disaster Relief Grant. United Way California Capital Region 10389 Old Placerville Road Sacramento CA 95827 941225382 501(c)(3) 372435 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) 45000 AARP Foundation Disaster Relief Grant. United Way of Central Georgia Inc 277 Martin Luther King Jr Blvd Ste 301 Macon GA 312021302 580639811 501(c)(3) 481866 Grant to support AARP Foundation's Experience Corps program. United Way of Miami-Dade 3250 Southwest 3rd Avenue Miami FL 33129 590830840 501(c)(3) 45000 AARP Foundation Disaster Relief Grant. University of Cincinnati Finance Dept 2925 Campus Green Dr Cincinnati OH 45221 316000989 Government Entity 100000 Grant to support AARP Foundation's Housing program. University of Hartford 200 Bloomfield Avenue Hartford CT 06117 060731360 501(c)(3) 19580 Grant to support AARP Foundation's Work for Yourself@50+ program. West Tennessee Farmers Market Inc 91 New Market Street Jackson TN 38301 626000316 13600 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) 17090 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) 10500 Grant to support AARP Foundation's Work for Yourself@50+ program. Winrock International 2102 Riverfront Drive Little Rock AR 72202 710603560 501(c)(3) 19692 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) 75000 AARP Foundation Disaster Relief Grant. Womens Institute for a Secure Retirement 1140 19th Street NW Suite 550 Washington DC 20036 521997317 501(c)(3) 150000 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) 80000 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) 100000 AARP Foundation Disaster Relief Grant. Wyoming Women's Business 710 E Garfield Suite 323 Laramie WY 82070 205440821 501(c)(3) 18822 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) 75000 Grant to support AARP Foundation's Isolation program. Youth Co-Op 3525 NW 7 Street Miami FL 33125 237320351 501(c)(3) 360000 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) 35000 AARP Foundation Disaster Relief Grant. 130 13 SCSEP Enrollee Wages and Benefits (see Page 2, Part III, Line 4a) 13000 58500033 Experience Corps Mentoring & Tutoring Stipends 1303 523807 Employee Crisis Fund 7 25868 Part I, Line 2: AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. X X 1 1 X X X 1 0 0 1 1 0 0 0 0 LISA MARSH RYERSON PRESIDENT 288047 47556 81955 0 2307 0 10800 41364 20116 0 403225 88920 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 300151 0 64375 0 10028 0 10800 41364 11967 0 397321 41364 0 0 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 263358 12641 55196 0 2667 0 10800 41364 20752 0 352773 54005 0 0 WILLIAM A RIVERA SENIOR VICE PRESIDENT OF LITIGATION 228362 0 44902 0 1007 0 10800 41364 1476 0 286547 41364 0 0 EMILY S ALLEN VP - INCOME PROGRAM 245331 0 50196 0 1159 0 10800 41364 12824 0 320310 41364 0 0 COREY HASTINGS VP - SCSEP 197893 0 42857 0 415 0 9630 36883 14448 0 265243 36883 0 0 KEANNE C HENRY VP EXPERIENCE CORPS 197893 0 44357 0 891 0 9690 37113 5883 0 258714 37113 0 0 BARBARA JONES SENIOR ATTORNEY 186931 0 24945 0 22406 0 8475 32459 12509 0 255266 32459 0 0 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 194823 1421 42836 0 1404 0 9563 36627 6768 0 255394 38048 0 0 VERONICA COATES MANAGER-TECHNOLOGY TAX AIDE PROGRAM 69845 0 11644 0 153103 0 3260 12484 530 0 238382 12484 0 0 STEVEN DELVECCHIO VP - DIRECT RESPONSE 119448 69990 39037 0 1209 0 9139 35002 1264 0 170097 104992 0 0 Part I, Line 1a All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board 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. A District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of office space 0 0 0 A 25000000 23688767 1311233 2004 0 0 1 1 A 0 0 0 0 0.00400 0.00400 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 AARP Inc Affiliated entity 4927250 Grant 0 Part IV, Column (d) Grants for performance of charitable activities on behalf of AARP Foundation X 5 39824 High / Low Average 0 0 0 Part I, Column (b): AARP Foundation reports the number of items received. Per the IRS issued instructions to Schedule M, each separate contribution of publicly traded stock was treated as an item. Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. Form 990, Part VI, Section A, line 7b The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. An AARP Foundation Board member may be removed, with or without cause, by formal action of the AARP Foundation Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors. Form 990, Part VI, Section B, line 11b The Form 990 for AARP Foundation ("Foundation") is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15 Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. Based on the process described above, the AARP Foundation Board Chair approves adjustments to the President's compensation package. Compensation packages for other officers and key employees are discussed by the Strategy and Governance Committee. Form 990, Part VI, Section C, line 18 AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. Form 990, Part VI, Section C, line 19 AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees AARP Foundation has a standard 40 hour work week and the average hours are disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. 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. 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) AARP Foundation 1 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(a)(1) AARP 0 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) AARP Foundation 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real Estate Holding Company DE AARP C 0 AARP Services Inc 601 E Street NW Washington DC 20004 522141065 Quality Control and Research DE AARP C 0 The H Wayne and Anne D Barbetti Charitable Remainder Unitrust 5011 Haven Avenue Ocean City NJ 08226 206379297 Charitable Remainder Trust NJ N/A T 0 0 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 AARP Inc - Grant awards for performance of charitable activities B 4927250 Grant agreements AARP Inc - Cash contributions and endowment C 100219867 Cash paid AARP Inc - Bond standby agreement E 25000000 In the event of default AARP Inc - In-kind advertising M 5156172 Publication space market value AARP Inc - In-kind shared services M 26185688 Allocable cost AARP Inc - Mailing lists N 0 See supplemental information AARP Inc - Maintenance & telephone P 593994 Costs incurred AARP Inc - Shared employee salary Q 288640 Actual salary for time reported AARP Inc - 25k Annual fee line of credit R 25000 Cash paid AARP Institute C 151000 Cash paid AARP Institute - In-kind shared services L 4609 Allocable cost Andrus Insurance Fund Inc - Workers' comp & other insurance R 2188251 Premiums paid Schedule R, Part V, Line 2(a)(6) 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.