2017-10-27T08:49:31-05:00 2016-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE STE 501 MCLEAN VA 22102 990 2016-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Lisa Marsh Ryerson President 2024343399 2017-10-25 1 Parvin Van Enger P00955143 5713820020 2017-10-25 207.67.35.106 2017-10-25 16:16:35 ED P 86E3F453F2019865CD1058799E75D8FE40AEDCF8 561C25485440C8F55F6C869261AB5557EB6E58E0 2016 2021-01-29 14:40:06Z Lisa Marsh Ryerson 601 E Street NW Tax Dept Washington DC 20049 474358878 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 9 369 55557 0 0 152271399 281047140 212938 1558064 6506254 14465000 -296558 150415 158694033 297220619 68361974 76058878 0 0 35832564 34545447 1152075 825531 18038503 46168380 51700250 151514993 163130106 7179040 134090513 129157960 266584963 48471186 51858274 80686774 214726689 X A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach. 0 0 75410994 58264415 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 2015/2016 more than 13,000 people were served and more than 3,500 obtained unsubsidized employment. http://www.aarp.org/aarp-foundation/our-work/income/scsep/ 11620091 17480 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 2016, nearly 35,000 AARP Foundation trained and IRS-certified volunteers helped over 2.7 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 2016 highlights include $1.4B in taxpayer refunds and more than $240M 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 9442370 2423809 1185995 Experience Corps-AARP Foundation Experience Corps ("Experience Corps") is a high-impact, community-based, volunteer tutoring 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 a proven intervention with measurable benefits for students, as well as positive mental and physical health benefits for the older volunteers who tutor the children. 6499479 4467232 15000 Hunger-AARP Foundation's Hunger Impact Area is 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) Hunger as a health issue and 2) Maximizing value for the low-income consumer through the food supply chain to ensure we are improving access to safe, affordable, nutritious foods that focus on health promotion and chronic disease prevention. 4297664 4297664 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. 3945851 2211792 Back to Work 50+ -AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. BACK TO WORK 50+ was launched in 2013 in three communities and served 2400 people. In 2016, the program served over 10,000 through the Contact Center, and over 4,000 through local community partners (www.aarp.org/backtowork50plus). In 2014 the program was awarded a Social Innovation Fund grant from the Corporation for National and Community Service to evaluate and scale the model. BACK TO WORK 50+ provides job search guides, workshops, and coaching for struggling jobseekers 50 and older to help them regain their confidence, and refresh their skills so they can continue to work for as long as needed. 3897930 52500 Litigation-AARP Foundation Litigation (AFL) works to protect and preserve the legal rights of individuals aged 50+ by representing them in significant court cases and by writing amicus curiae ("friend of the court") briefs. Legal advocacy focuses on widespread practices or policies of industry, business, or government that affect older Americans' day-to-day lives including age and disability discrimination in employment, pensions, financial fraud including predatory lending, health and long-term care, disability, and government and public benefits. www.aarp.org/aarp-foundation/legal_advocacy/ 1974984 113234 Finances 50+ -AARP Foundation provides low-income older adults with financial education and charitable services about how to manage finances and find work opportunities to become more financially stable. All of our financial inclusion work is underpinned by our evidenced-based financial capability curriculum, Finances 50+, which is designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting your assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals-whatever they may be-and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. AARP Foundation Finances 50+ provided financial capability training to over 5700 participants since 2013. Over 150 iterations of this three workshop series was offered by 15 different organizations nationwide, including those in Arizona, California, Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Washington State and Washington, DC. 1509790 298912 243993 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. In 2016, the Foundation provided foreclosure prevention information and supported the preservation or production of over 3,000 homes through counseling, home retrofits/repairs and development, and committed over $300,000 in grants. Building on the 2014 research study "Housing America's Older Adults," in 2016, AARP Foundation completed the Home Today, Home Tomorrow design competition, which culminated in retrofitting a home in Memphis Tennessee and working with a local Memphis nonprofit to transfer the home to a 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. 1315287 962784 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're 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. 794580 588848 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. 615615 280 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 three call centers (Seattle, Denver and Atlanta) 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 2016, the combined AARP Foundation consumer fraud prevention programs reached over 130,000 vulnerable older adults. www.aarpelderwatch.org. 264527 199770 Income Security-AARP Foundation is creating new platforms for ensuring that low income older adults have opportunities to continue to generate income and manage and protect that income more effectively. 13248119 2177636 95596 Various Grants, Contributions and Other Programs-AARP Foundation launched Age Strong the social investment initiative that represents a new way for people and organizations to help the low income, vulnerable 50+ by supporting innovative, effective solutions to the problems so many older adults face in the areas of hunger, housing, income and isolation. The Foundation also sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported relief for older victims of Hurricane Matthew and the 2016 Louisiana floods, and engaged in educational initiatives to help low-income seniors retain and protect assets. 38363826 15370652 354589 134837281 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 0 0 0 0 0 0 1 1 0 1 0 1 X 231 0 1 369 1 0 1 CH GM ID IS MC MT NL KS SW 0 0 0 0 0 0 0 0 X 9 9 0 0 1 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 as of 6316 BOARD CHAIR 6.00 10.40 X X 0 0 0 JAIME GUTIERREZ as of 6316 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 378 0 0 DIANE D MILLER as of 6316 BOARD MEMBER 6.00 0.00 X 0 0 0 DAVID ADAME as of 6316 BOARD MEMBER 6.00 0.00 X 0 0 0 ANN DAW as of 6316 BOARD MEMBER 6.00 0.00 X 0 0 0 RONALD E DALY SR as of 6316 BOARD MEMBER 6.00 10.00 X 0 3591 0 NEAL LANE as of 6316 BOARD MEMBER 6.00 10.00 X 0 3916 0 TIMOTHY M KELLY as of 6316 BOARD MEMBER 6.00 10.00 X 0 2221 0 SANDRA ULSH until 6316 SEC/TREAS & FINANCE CHAIR 6.00 10.00 X X 0 0 0 NEAL CUTLER until 6316 BOARD MEMBER 6.00 0.00 X 1247 0 0 DIANE PRATT until 6316 CHAIRPERSON 6.00 10.40 X X 0 406 0 CATHERINE ALICIA GEORGES BOARD MEMBER until 6/3/16 6.00 10.00 X 0 407 0 KATHLEEN EDMOND until 6316 AUDIT CHAIR 6.00 0.40 X 814 0 0 BARBARA ANN O'CONNOR BOARD MEMBER until 6/3/16 6.00 10.00 X 0 10842 0 LISA MARSH RYERSON PRESIDENT 40.00 1.00 X 395945 0 71954 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 40.00 X 338004 0 63895 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 40.00 X 318795 9098 72631 WILLIAM A RIVERA SENIOR VICE PRESIDENT OF LITIGATION 40.00 X 225518 0 45058 EMILY S ALLEN VP - INCOME PROGRAM 40.00 X 260106 0 63402 COREY HASTINGS VP - SCSEP 40.00 X 220422 0 57367 KEANNE C HENRY VP EXPERIENCE CORPS 40.00 X 218935 0 42935 BARBARA JONES SENIOR ATTORNEY 40.00 X 211818 1016 53037 LAURIE A MCCANN SENIOR ATTORNEY 40.00 X 214623 7123 63427 LESTER F STRONG PRINCIPAL GIFT OFFICER 40.00 X 270871 0 68748 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 40.00 X 233723 2393 49744 2911199 41013 652198 70 0 1 0 Miami Dolphins LTD 7500 SW 30th Street Davie FL 33314 Volunteer Engagement See Schedule O 1335411 HENDRICK MOTORSPORTS 4400 Papa Joe Hendrick Blvd Charlotte NC 28262 Partnership - Drive to End Hunger 1104800 MEDIACOM WORLDWIDE INC 498 Seventh Ave New York NY 10018 Media Outreach Optimization 947333 BSC ACQUISITION SUB LLC 7702 Plantation Road Roanoke VA 24019 Custom Envelope Manufacturer 943462 CP Direct Inc 4600A Boston Way Lanham MD 20706 Commercial Printing Services 759647 99 118007 136665026 88160746 56103361 281047140 Experience Corps Program Fees 900099 1185995 1185995 372069 372069 1558064 6172014 6172014 185431245 177138259 8292986 8292986 8292986 Charitable Gift Annuity Severance 900099 244961 244961 Change in value- Charitable Gift 900099 -94546 -94546 150415 297220619 1558064 0 14615415 16964488 16964488 58839840 58839840 254550 254550 1899504 761035 788780 349689 27019326 20203211 3792576 3023539 890033 660003 124477 105553 3058742 2245116 464045 349581 1677842 1227398 250600 199844 4854 4854 152375 152375 825531 825531 377137 377137 5126119 4312174 740183 73762 4723377 1542048 1899201 1282128 4398174 4356176 26682 15316 2176147 1343152 83974 749021 3025473 2754022 176243 95208 2618180 2329076 147886 141218 2569694 2343707 212459 13528 106319 62881 23037 20401 1474819 954859 355277 164683 2829 78 2751 Printing and postage 15857374 5511472 38711 10307191 Volunteer travel/activi 5106007 5065442 37491 3074 Telecommunication expen 2142059 2053717 60425 27917 Miscellaneous operating 492414 431780 54020 6614 1346899 616202 445992 284705 163130106 134837281 10254322 18038503 X 12606990 4166425 0 8440565 2888226 1405288 4283684 9693155 8290767 2377507 28155 9111364 1778661 2352309 29455565 10937079 19928549 18518486 82238973 213166122 4118108 4137331 5280650 5518474 322187 304927 129157960 266584963 12407102 13966872 5346313 7007231 3171613 3787173 25000000 25000000 2546158 2096998 48471186 51858274 X 79520982 89237268 1165792 2448690 123040731 80686774 214726689 129157960 266584963 X 134090513 -50599 1 X 0 1 X 1 1 1 X 140838496 141215604 142542859 152271399 281047140 857915498 140838496 141215604 142542859 152271399 281047140 857915498 182420689 675494809 1787529 2235669 2351153 2445424 6172014 14991789 1419 212938 1708479 1922836 874830123 0.77210 0.92210 X PART II, LINE 10(A): 2012 Miscellanous Other Income - $1,419 PART II, LINE 10(D); 2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938 PART II, LINE 10(E): 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 Revenue - $1,708,479 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17139004 116229945 9190695 907709 141651935 17983362 336554 -328393 852519 17139004 18101116 476933 190354 785041 17983362 16154308 326685 2338386 718263 18101116 14790123 525743 1484244 645802 16154308 0.13140 0.86860 0 0 4440000 4440000 22736908 9851276 12885632 2278657 1085803 1192854 18518486 Charitable gift annuity liability 2096998 2096998 X 351860671 -50599 55935491 -358000 55526892 296333779 886840 886840 297220619 218699280 55935491 12627 55948118 162751162 378944 378944 163130106 Part V, Line 4: Permanently Restricted Endowment In January 2016, the Foundation received a contribution of approximately $115,090,000 from AARP, Inc. to establish a 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 donor-restricted and quasi-endowment funds are invested in a broadly diversified portfolio spread over multiple asset classes. Part X, Line 2: AARP Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. Part XI, Line 2d - Other Adjustments: INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN F/S -378,944. AARP INSTITUTE (EIN: 52-0788950) 20,944. Part XI, Line 4b - Other Adjustments: EXPERIENCE CORPS DONATION TO AARP FOUNDATION ELIMINATED IN CONSOLIDATED F/S 886,840. Part XII, Line 2d - Other Adjustments: AARP INSTITUTE (EIN: 52-0788950) 12,627. Part XII, Line 4b - Other Adjustments: INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN F/S 378,944. X X X X X X 1 Chapman Cubine Adams Hussey 2000 15TH Street North Suite 550 Arlington VA 22201 Direct mail production management services 0 0 654903 0 Creative Direct Response 16900 Science Drive Ste 210 Bowie MD 20715 Fundraising Counsel 0 0 49289 0 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Gift planning consultant 0 0 59493 0 Infocision 325 Springside Drive Akron OH 44333 Professional solicitor 0 0 1403 0 M&R Strategic Services Inc 1901 L St NW Suite 800 Washington DC 20036 Creative online marketing services 0 0 341487 0 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Outbound Call Center Services 0 0 109605 0 1216180 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 Adams Hussey Professional fundraising fee $509,736 Consulting fees 4,638 Advertising & promotion 140,529 Total paid to Chapman Cubine $654,903 Adams Hussey & Associates Creative Direct Response Consulting fees $49,289 Total paid to Creative Direct $49,289 Response Gift Strategies LLC Professional fundraising fee $59,493 Total paid to Gift Strategies LLC $59,493 Infocision Data Processing $1,403 Total paid to Infocision $1,403 M&R Strategic Services Professional fundraising fee $186,564 Consulting services $154,923 Total paid to M&R Strategic Svcs $341,487 Ruffalo Noel Levitz LLC Professional fundraising fee $69,738 Consulting services $39,867 Total paid to Ruffalo Noel Levitz LLC $109,605 Total amounts paid to fundraisers $1,216,180 1 AARP 601 E St NW Washington DC 20049 951985500 501(c)(4) 4297664 AARP charitable work conducted on behalf of the AARP Foundation. Action Pathways Inc 316 Green Street Fayetteville NC 28301 560845795 501(c)(3) 15000 Grant for Hurricane Matthew Relief. Alliance to End Hunger 425 3rd St SW Suite 1200 Washington DC 20024 202803848 501(c)(3) 15000 Membership in alliance to provide support to 50+ adults in need of food assistance. American Heart Association 7272 Greenville Avenue Dallas TX 75231 135613797 501(c)(3) 750000 Grant to support AARP Foundation's Hunger program. Anne Arundel Workforce Development Corporation 401 Headquarters Drive Suite 208 Millersville MD 21108 522359350 501(c)(3) 100000 Grant to support AARP Foundation's Back to Work 50+ program. ArapahoeDouglas Works 6974 S Lima Street Centennial CO 80112 846000740 Government Entity 140000 Grant to support AARP Foundation's Back to Work 50+ program. Acension Council On Aging Inc PO Box 412 Donaldsville LA 70346 720736386 501(c)(3) 40000 Grant for flood relief. Aspiranet 400 Oyster Point Blvd Suite 501 San Francisco CA 94080 942442955 501(c)(3) 207183 Grant to support AARP Foundation's Experience Corps program. Atlanta Technical College Foundation 1560 Metropolitan Parkway SW Atlanta GA 30310 582582973 501(c)(3) 50000 Grant to support AARP Foundation's Back to Work 50+ program. Austin Community College 901 Tuscany Way Austin TX 78754 741742036 501(c)(3) 90578 Grant to support AARP Foundation's Back to Work 50+ program. Bevill Community College 1411 Indiana Avenue Jasper AL 35501 631102108 501(c)(3) 21747 Grant to support AARP Foundation's Back to Work 50+ program. Capital Impact Partners 2011 Crystal Drive Suite 750 Arlington VA 22202 521290127 501(c)(3) 200000 Grant to support AARP Foundation's Income Security program. Carver Community Organization Inc 400 S E 8th Street Evansville IN 47713 350869030 501(c)(3) 116804 Grant to support AARP Foundation's Experience Corps program. Catholic Chatities Archdiocese of Stockton 2351 Tenaya Dr Suite D Modesto CA 95454 641629114 501(c)(3) 20000 Grant to support AARP Foundation's Work For Yourself @50+ program. Catholic Charities Inc - Archdiocese of Hartford 839-841 Asylum Avenue Harford CT 06105 060667607 501(c)(3) 18000 Grant to support AARP Foundation's Work For Yourself @50+ program. Catholic Charities Diocese of Baton PO Box 1668 Baton Rouge LA 70821 720590685 501(c)(3) 25000 Grant for flood relief. Central New Mexico Community College Foundation 525 Buena Vista SE Albuquerque NM 87106 850172915 501(c)(3) 77787 Grant to support AARP Foundation's Back to Work 50+ program. Chicago Cook Workforce 69 W Washington Suite 2860 Chicago IL 60602 364122225 501(c)(3) 350000 Grant to support AARP Foundation's Back to Work 50+ program. Chicanos Por La Causa 1112 E Buckeye Road Phoenix AZ 85034 860227210 501(c)(3) 35000 Grant to support AARP Foundation's Housing program. Children's Initiative 4438 Ingraham Street San Diego CA 92109 770587835 501(c)(3) 44600 Grant to support AARP Foundation's Experience Corps program. Chinatown Manpower Project Inc 70 Mulberry Street New York NY 10013 132755214 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. ChopChop Kids 695-697 Belmont St Belmont MA 02478 043505334 501(c)(3) 10000 Grant to support AARP Foundation's Hunger program. City of Tempe 715 W 5th Street Tempe AZ 85281 866000262 501(c)(3) 54526 Grant to support AARP Foundation's Experience Corps program. Community Loan Fund of the Capital Region Inc 255 Orange Street Albany NY 12210 222706505 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Community Service Society of New York 105 East 22nd Street New York NY 10010 135562202 501(c)(3) 64218 Grant to support AARP Foundation's Experience Corps program. Council of Independent Colleges 1 Dupont Circle NW Suite 320 Washington DC 20036 016004776 501(c)(3) 477636 Grant to support AARP Foundation's intergenerational volunteer programs. Dallas City Workforce 1201 Main Street Suite 2700 Dallas TX 75202 751924974 501(c)(3) 50000 Grant to support AARP Foundation's Back to Work 50+ program. Dallas County Local Workforce Development Board Inc 1201 Main Street Suite 2700 Dallas TX 75202 751924974 501(c)(3) 12000 Grant to support AARP Foundation's Back to Work 50+ program. Direct Relief 27 S La Patera Lane Goleta CA 93117 951831116 501(c)(3) 50000 Grant for flood relief. Duquesne University of the Holy Spirit 600 Forbes Avenue Pittsburgh PA 15282 251035663 501(c)(3) 36028 Grant to support AARP Foundation's Work For Yourself @50+ program. East Baton Rouge Council of Aging 5790 Florida Blvd Baton Rouge LA 70806 720637496 Government Entity 40000 Grant for flood relief. Eastern Florida State College 1519 Clearlake Road Cocoa FL 32922 590920675 501(c)(3) 248765 Grant to support AARP Foundation's Back to Work 50+ program. El Camino College Community Education Department 16007 Crenshaw Blvd Torrance CA 90506 956001060 501(c)(3) 37898 Grant to support AARP Foundation's Work For Yourself @50+ program. Elgin Community College 1700 Spartan Drive Elgin IL 60123 362600170 501(c)(3) 32354 Grant to support AARP Foundation's Back to Work 50+ program. FDN Community Servings 18 Marbury Terrace Jamaica Plain MA 02130 223154028 501(c)(3) 99592 Grant to support AARP Foundation's Hunger program. Feeding Children Everywhere Inc DBA US Hunger 830 South Ronald Reagan Blvd Unit 142 Longwood FL 32750 273274349 501(c)(3) 250000 Support for AARP Foundation's Hunger program. Film Collaborative 3405 Cazador Street Los Angeles CA 90065 320295081 501(c)(3) 75000 Donation to support AARP Foundation's intergenerational volunteer programs. Florida Institute of Technology 150 W University Blvd Melbourne FL 32901 596046500 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Food Bank of Central and Eastern North Caorlina 1924 Capital Blvd Raleigh NC 27604 561283426 501(c)(3) 15000 Grant for Hurricane Matthew relief. Albemarle Food Bank Food Pantry Inc 109 Tidewater Way Elizabeth City NC 27909 561341658 501(c)(3) 15000 Grant for Hurricane Matthew relief. Generations Incorporated 25 Kingston St 4th Floor Boston MA 02111 043227007 501(c)(3) 563681 Grant to support AARP Foundation's Experience Corps program. Generations United 25 E Street NW Washington DC 20001 311542973 501(c)(3) 35000 Grant to support AARP Foundation's Experience Corps program. Greater Baton Rouge Food Bank 106000 South Choctaw Drive Baton Rouge LA 70815 721065318 501(c)(3) 50000 Grant for flood relief. Greater Cleveland Volunteers 400 Oyster Point Blvd Suite 501 San Francisco CA 94080 341356768 501(c)(3) 81432 Grant to support AARP Foundation's Experience Corps program. Habitat for Humanity of Louisiana State Support Organization Inc 5800 One Perkins Place Suite 7B Baton Rouge LA 70808 203420425 501(c)(3) 150000 Grant for flood relief. Harvard University 79 John F Kennedy Street Cambridge MA 02138 042103580 501(c)(3) 10000 Grant to support AARP Foundation's Housing program. Home Works of America Inc 3823 W Beltline Blvd Columbia SC 29204 562027026 501(c)(3) 25000 Grant for Hurricane Matthew Relief. Hope Ministries of Baton Rouge 4643 Winbourne Avenue Baton Rouge LA 70805 721245521 501(c)(3) 25000 Grant for flood relief. Horry Council on Aging 2214 North Main Street Conway SC 29526 570620852 501(c)(3) 25000 Grant for Hurricane Matthew Relief. Iowa Center for Economic Success 8345 University Blvd Suite F Clive IA 50325 201037604 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Jefferson State Community College 2601 Carson Road Birmingham AL 35215 630501357 501(c)(3) 110443 Grant to support AARP Foundation's Back to Work 50+ program. Jewish Family and Career Services of Louisville Inc 2821 Klempner Way Louisville KY 40205 610444704 501(c)(3) 25920 Grant to support AARP Foundation's Work For Yourself @50+ program. Johns Hopkins University 525 N Wolfe Street Baltimore MD 21205 520595110 501(c)(3) 60000 Grant to support AARP Foundation's Housing program. Strong Food LA Kitchen 230 W Avenue 26 Los Angeles CA 90031 461639779 501(c)(3) 88179 Grant to support AARP Foundation's Hunger program. Lee Memorial Health System FDN 16451 Health Park Commons 200 Fort Myers FL 33908 650645343 501(c)(3) 509550 Grant to support AARP Foundation's Hunger program. Legal Aid of North Carolina Inc 224 S Dawson St Raleigh NC 276011306 311784161 501(c)(3) 30000 Grant for Hurricane Matthew Relief. Livingston Council on Aging 949 Government St Denham Springs LA 70726 720737827 Government Entity 40000 Grant for Flood Relief. Louisiana Association of United Ways PO Box 3416 Baton Rouge LA 70821 204586416 501(c)(3) 150000 Grant for Flood Relief. MAP for Nonprofits 2314 University Avenue W Suite 28 St Paul MN 55114 411479097 501(c)(3) 251250 Grant to support AARP Foundation's Experience Corps program. Meals on Wheels Association of America 1550 Crystal Drive Suite 1004 Arlington VA 22202 237447812 501(c)(3) 40402 Sponsorship of Annual Conference and Expo SNAP enrollment grant. Memphis Tilth 575 Suzette Memphis TN 38126 810733686 6891 Grant to support AARP Foundation's Hunger program. Metropolitan Family Service 230 NE 2nd Avenue 2 Hillsboro OR 97124 930397825 501(c)(3) 116450 Grant to support AARP Foundation's Experience Corps program. Motion Picture & Television Fund 23388 Mulholland Drive 220 Woodland Hills CA 91364 951652916 501(c)(3) 200000 Grant to support AARP Foundation's Isolation program. National Able Networks 567 W Lake Street Suite 1150 Chicago IL 60661 237339397 501(c)(3) 95000 Grant to support AARP Foundation's Back to Work 50+ program. National Academy of Elder Law Attorneys 1577 Spring Hill Road Suite 310 Vienna VA 22182 860620517 501(c)(3) 10000 Jerry Florence Scholarship. National Academy of Sciences 500 5th St NW Room 740 Washington DC 20036 530196932 501(c)(3) 25000 Grant to support AARP Foundation's Hunger program. National Consumer Voice for Quality Long Term Care 1001 Connecticut Ave NW Washington DC 20036 521122531 501(c)(3) 10000 Sponsorship of Quality Long Term Care's annual conference. National Health Law Program 3701 Wilshire Blvd 750 Los Angeles CA 90010 953080947 501(c)(3) 20000 Sponsorship of the National Health & Law Program's conferences. Northeast Florida Area Agency on Aging 10688 Old St Augustine Rd Jacksonville FL 32257 591569867 501(c)(3) 25000 Grant for Hurricane Matthew Relief. Nourish Knoxsville Inc PO Box 2422 Knoxville TN 37901 462030131 501(c)(3) 5077 Grant to support AARP Foundation's Hunger program. Outreach Inc 301 Center Street Union IA 50258 200636360 501(c)(3) 396792 Support for adults 50+ in need of food assistance. PIMA Community College 4905 East Broadway Suite 113 Tucson AZ 857094905 860208787 501(c)(3) 167000 Grant to support AARP Foundation's Back to Work 50+ program Read to Succeed Buffalo Inc 392 Pearl Street Buffalo NY 14202 263606661 501(c)(3) 46897 Grant to support AARP Foundation's Experience Corps program. Rebuilding Together Baton Rouge Inc PO Box 1109 Baton Rouge LA 70892 201459780 501(c)(3) 25000 Grant for Flood Relief. Rhode Island Public Health Insititute 1212 South Main Street Box G-S121-8 G-S121-8 Providence RI 02912 050474726 501(c)(3) 750000 Grant to support AARP Foundation's Hunger program. Root Cause Coalition 1120 G Street NW Suite 1000 Washington DC 20005 475126498 501(c)(3) 125000 Grant to support AARP Foundation's Hunger program. Rutherford County Farmer's Market Rutherford Cty Ttee Rm 102 Public Square CH Murfreesboro TN 37130 626017922 6091 Donation to support AARP Foundation's Hunger program. Sacramento Chinese Community Services 420 I ST 5 Sacramento CA 95814 942581434 501(c)(3) 53950 Grant to support AARP Foundation's Experience Corps program. Sacramento Employment & Training Agency 925 Del Paso Blvd Sacramento CA 95815 946000529 Government Agency 120000 Grant to support AARP Foundation's Back to Work 50+ program. Salvation Army 1424 Northeast Expressway Brookhaven GA 30329 580660607 501(c)(3) 250000 Grant for flood relief. San Francisco Gen Hospital 2789 25th St 2028 San Francisco CA 94110 943189424 501(c)(3) 400000 Grant to support AARP Foundation's Hunger program. San Juan College Retiree Health Trust 4601 College Blvd Farmington NM 87402 850295969 501(c)(9) 27605 Grant to support AARP Foundation's Work For Yourself @50+ program. Santa Fe College 3000 NW 83rd St Bldg R Rm 211D Gainesville FL 32606 591207627 501(c)(3) 155026 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) 61355 Grant to support AARP Foundation's Back to Work 50+ program. Second Harvest Food Bank of Greater New Orleans and Acadiana 700 Edwards Avenue New Orleans LA 70123 720956468 501(c)(3) 50000 Grant for flood relief. South Arkansas Community College PO Box 7010 300 SW Ave El Dorado AR 717217010 710718948 501(c)(3) 31273 Grant to support AARP Foundation's Work For Yourself @50+ program. Southeast Community Capital Corporation 201 Venture Circle Nashville TN 37228 621823596 501(c)(3) 19000 Grant to support AARP Foundation's Work For Yourself @50+ program. Southeast Louisiana Legal Services Corporation 1010 Common St Suite 1400A New Orleans LA 70119 720877422 501(c)(3) 50000 Grant for flood relief. St Bernard Project Inc 2645 Toulouse Street New Orleans LA 70119 262189665 501(c)(3) 25000 Grant for Flood Relief. State of Tennessee Dept HHS Citizens Plaza Building 400 Deaderick Street Nashville TN 372431403 626001445 Government Entity 8170 Grant to support AARP Foundation's Hunger program. Store to Door 1935 County Road B2 W Suite 250 Roseville MN 55113 411433859 501(c)(3) 130000 Grant to support AARP Foundation's Hunger program. Tarrant Community College 1500 Houston Street Fort Worth TX 76102 751217163 501(c)(3) 19188 Grant to support AARP Foundation's Back to Work 50+ program. Top Box Grant 202A Merchandise Mart Plaza Chicago IL 60654 453930886 501(c)(3) 225000 Grant to support AARP Foundation's Hunger program. Tri County Tech College PO Box 587 Pendleton SC 29670 570734955 501(c)(3) 88000 Grant to support AARP Foundation's Back to Work 50+ program. United Way California Capital Region 10389 Old Placerville Rd Sacramento CA 95827 941225382 501(c)(3) 75658 Grant to support AARP Foundation's Experience Corps program. United Way of Central Georgia Inc 277 Martin Luther King Jr Blvd Suite 301 Macon GA 312021302 580639811 501(c)(3) 40703 Grant to support AARP Foundation's Experience Corps program. United Way of North Carolina 875 Walnut Street Suite 150 Cary NC 27511 560564547 501(c)(3) 125000 Grant for Hurricane Matthew Relief. University of Washington 1144 Communications Building Seattle WA 98195 916001537 501(c)(3) 750000 Grant to support AARP Foundation's Isolation program. University of Maine System 331 Water Street Augusta ME 04330 016000769 Government Entity 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. University of Miami 1320 S Dixie Highway Gables One Tower Suite 150 Coral Gables FL 33146 590624458 501(c)(3) 14362 Donation to support AARP Foundation's Housing program. Uplift Solutions Inc 700 Delsea Drive Westville NJ 08093 943471934 501(c)(3) 75000 Grant to support AARP Foundation's Hunger program. Volunteers of America Minnesota 7625 Metro Blvd Minneapolis MN 55439 411554078 501(c)(3) 96032 Grant to support AARP Foundation's Experience Corps program. Washington Area Community Investment 2012 Rhode Island Ave NE Washington DC 20018 541442466 501(c)(3) 36624 Grant to support AARP Foundation's Work For Yourself @50+ program. Wisconsin Womens Business Initiative Corporation 1553 N River Center Drive Milwaukee WI 53212 391597954 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Womens Opportunities Resource Center 2010 Chestnut Street Philadelphia PA 19103 232741508 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Workforce Connections 6330 W Charleston Blvd Suite 150 Las Vegas NV 89146 880467645 501(c)(3) 120000 Grant to support AARP Foundation Back to Work 50+ program. Youth Co-op Amend 3525 NW 7 Street Miami FL 33125 237320351 501(c)(3) 400000 Grant to support AARP Foundation Back to Work 50+ program. YMCA of San Francisco and Marin 940 Powell Street San Francisco CA 94108 940997420 501(c)(3) 38000 Grant to support AARP Foundation's Work For Yourself @50+ program. Area Agency on Aging of Central Florida dba Senior Resource Alliance 988 Woodcock Rd Suite 200 Orlando FL 32803 593144723 501(c)(3) 25000 Grant for Hurricane Matthew Relief. Together Baton Rouge 2019 Government Street Baton Rouge LA 70806 800581861 501(c)(3) 30000 Grant for flood relief. DC Central Kitchen - The Campus Kitchens Project Inc 19 I Street NW Washington DC 20001 521584936 501(c)(3) 563436 Grant to support AARP Foundation's Hunger Program. Central Plains Foundation Inc 33560 Hwy 183 Miller NE 68858 470764457 501(c)(3) 32500 Grant to support AARP Foundation's Work For Yourself @50+ program. Helpage USA 1730 M Street NW Suite 1000 Washington DC 20036 431750256 501(c)(3) 225000 Grant for Hurricane Matthew Relief. Habitat for Humanity International Inc 121 Habitat Street Americus GA 31709 911914868 501(c)(3) 254550 Grant for Hurricane Matthew Relief & The Aging in Place Initiative. 110 4 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 13000 58264415 Experience Corps Mentoring & Tutoring Stipends 1303 575425 Part I, Line 2: AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. X X 1 1 X X X 0 0 0 1 1 0 0 0 0 BARBARA ANN O'CONNOR BOARD MEMBER until 6/3/16 0 10842 0 0 0 0 0 0 0 0 0 10842 0 0 LISA MARSH RYERSON PRESIDENT 314951 0 78816 0 2178 0 10577 41738 19639 0 426161 41738 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 277111 0 58934 0 1959 0 10600 41738 11557 0 360161 41738 0 0 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 261905 9098 54834 0 2056 0 10600 41738 20293 0 349688 50836 0 0 WILLIAM A RIVERA SENIOR VICE PRESIDENT OF LITIGATION 225000 0 0 0 518 0 8308 35438 1312 0 235138 35438 0 0 EMILY S ALLEN VP - INCOME PROGRAM 206077 0 52582 0 1447 0 10346 40739 12317 0 282769 40739 0 0 COREY HASTINGS VP - SCSEP 181565 0 38509 0 348 0 8803 34662 13902 0 243127 34662 0 0 KEANNE C HENRY VP EXPERIENCE CORPS 181832 0 36028 0 1075 0 3051 34313 5571 0 227557 34313 0 0 BARBARA JONES SENIOR ATTORNEY 183790 1016 26206 0 1822 0 7585 33234 12218 0 231621 34250 0 0 LAURIE A MCCANN SENIOR ATTORNEY 182422 7123 30795 0 1406 0 8814 34704 19909 0 243346 41827 0 0 LESTER F STRONG PRINCIPAL GIFT OFFICER 222249 0 44301 0 4321 0 10219 41738 16791 0 297881 41738 0 0 STEPHEN VENUTE VP - CORP & FOUNDATION RELATIONS 189061 2393 43439 0 1223 0 6217 36996 6531 0 246471 39389 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, Georges, Pratt, O'Connor 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, Cutler, Ulsh, Edmond and Daw sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses. 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 Form 990, Part VI, Section A, line 4 Amendments to the Foundation Bylaws were approved at AARP Foundation's board meeting on August 10, 2016. The amendments clarify how many directors may serve on the Foundation Board, both affiliated with AARP and unaffiliated, and ensure that the unaffiliated directors shall constitute a simple majority, except in circumstances when a temporary vacancy exists. These were then approved by the AARP Board of Directors on September 29, 2016. 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. 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 are the average hours 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. Form 990, Part XI, line 9: Rounding adjustment 1. 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 Engages adults aged 50+ as tutors & mentors for school children nationwide 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 - Bond standby agreement E 25000000 In the event of default AARP Inc - Cash contributions and endowment C 135757687 Cash paid AARP Inc - Grant awards to AARP for performance of charitable activities B 4297664 Grant agreements AARP Inc - In-kind advertising M 6339130 Publication space market value AARP Inc - In-kind rent M 4551 Costs incurred AARP Inc - In-kind shared services M 23530623 Allocable cost AARP Inc - Mailing lists N 0 See supplemental information AARP Inc - Maintenance & telephone P 752565 Costs incurred AARP Inc - Shared employee salary P 712 Actual salary for time reported AARP Inc - Shared employee salary Q 272704 Actual salary for time reported AARP Inc - 25k Annual fee line of credit R 25000 Cash paid AARP Institute - In-kind shared services L 22824 Allocable cost AARP Services Inc - Cash contributions C 20500 Cash paid AARP Services Inc - Sponsorship M 15000 Cash paid Andrus Insurance Fund Inc - Workers' comp & other insurance R 2088680 Premiums paid Experience Corps C 886840 Cash 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.