AARP FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: AARP FOUNDATION (EIN 52-0794300)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-07
IRS object ID: 202403129349304280
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-07T17:39:09-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	520794300	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AARP Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AARP	BusinessNameControlTxt
Phone	2024343399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 E Street NW Tax Dept	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20049	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Claire Casey	PersonNm
Person Title	President	PersonTitleTxt
Phone	2024343399	PhoneNum
Signature	2024-11-07	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Claire Casey	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 E Street NW Tax Dept	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20049	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$519,270,949	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.aarp.org/foundation	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1961	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	Creates and advances effective solutions to reduce poverty for and with older adults.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	375	TotalEmployeeCnt
Total Volunteers	27465	TotalVolunteersCnt
Total Gross UBI	$321,403	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$36,346	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$169,881,942	PYContributionsGrantsAmt
CY Contributions Grants	$159,936,565	CYContributionsGrantsAmt
PY Program Service Revenue	$822,571	PYProgramServiceRevenueAmt
CY Program Service Revenue	$433,652	CYProgramServiceRevenueAmt
PY Investment Income	$26,443,502	PYInvestmentIncomeAmt
CY Investment Income	$14,448,144	CYInvestmentIncomeAmt
PY Other Revenue	$6,068,951	PYOtherRevenueAmt
CY Other Revenue	$431,276	CYOtherRevenueAmt
PY Total Revenue	$203,216,966	PYTotalRevenueAmt
CY Total Revenue	$175,249,637	CYTotalRevenueAmt
PY Grants And Similar Paid	$83,240,788	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$77,156,051	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$42,446,270	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$45,053,229	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,832,265	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,936,330	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$25,335,778	CYTotalFundraisingExpenseAmt
PY Other Expenses	$67,885,886	PYOtherExpensesAmt
CY Other Expenses	$67,779,888	CYOtherExpensesAmt
PY Total Expenses	$195,405,209	PYTotalExpensesAmt
CY Total Expenses	$191,925,498	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,811,757	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$16,675,861	CYRevenuesLessExpensesAmt
Total Assets BOY	$662,653,314	TotalAssetsBOYAmt
Total Assets EOY	$693,172,214	TotalAssetsEOYAmt
Total Liabilities BOY	$60,234,067	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$57,579,121	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$602,419,247	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$635,593,093	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	AARP Foundation creates and advances effective solutions to reduce poverty for and with older adults.See Schedule OAARP Foundation (the "Foundation") works for and with vulnerable people over 50 to end senior poverty and reduce financial hardship by building economic opportunity. As a charitable affiliate of AARP, the Foundation serves AARP members and nonmembers alike. Through vigorous legal advocacy and evidence-based solutions, and by strengthening supportive community connections, the Foundation fosters resilience, advances equity and restores hope.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$95,073,370	ExpenseAmt
Grant	$68,240,564	GrantAmt
Revenue	$0	RevenueAmt
Desc	Workforce Programs provide direct services nationwide to adults seeking training and employment. This includes the AARP Foundation Senior Community Service Employment Program ("SCSEP") which matches unemployed adults over 55 with local non-profits and public agencies (host agencies) so they can increase skills and build self-confidence, while earning a modest training wage.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$18,524,343	ExpenseAmt
Grant	$465,000	GrantAmt
Revenue	$11,998	RevenueAmt
Desc	Tax and Credits programs provide free income tax preparation and property tax assistance to low and moderate income persons throughout the country. This includes AARP Foundation Tax Aide ("Tax-Aide") which delivers in-person and virtual tax preparation assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. Tax-Aide is the largest free, volunteer-based tax assistance and preparation program in the United States, and the fourth largest overall.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,068,053	ExpenseAmt
Grant	$10,000	GrantAmt
Revenue	$240,525	RevenueAmt
Desc	The AARP Foundation Legal Advocacy program ensures that older adults have a voice and proper representation in the legal system. The Foundation's attorneys file and support lawsuits that have a significant impact on senior poverty by reducing barriers to employment; increasing access to public and private benefits; protecting consumers by stopping unlawful business practices and securing refunds for those who have lost money; lowering out-of-pocket costs for key expenses, such as housing, food and health care; and promoting more racially and otherwise equitable outcomes across those areas.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$5,815,734	$1,290,742	$0	The Experience Corps program is a community-based, volunteer program that engages highly-trained volunteers over 50 as tutors and mentors to help K-3 students become better readers by the end of third grade. The program delivers a proven "triple win" - helping students succeed, older adults to thrive, and communities to grow stronger. Experience Corps puts a special emphasis on serving diverse populations in underserved communities, while almost 70% of its volunteers come from a broad variety of non-teaching professions.
$21,987,697	$6,752,223	$181,129	Other programs of the Foundation address its goals through a variety of programs designed to increase income and decrease expenditures by helping older adults with low income secure the essentials, including good jobs, eligible benefits, crucial refunds and sustaining social connections.
$397,522	$397,522		Grants to AARP - AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping older adults with low income secure the essentials through programs that focus on caregiving, nursing, safe driving, and asset protection to safeguard income.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$28,200,953	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$8,440,487	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$181,129	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$147,866,719	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	123	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	375	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	0	Form8899Filedind
Form1098 C Filed	0	Form1098CFiledInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Patricia D Shannon	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2024343399	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 E Street NW	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20049	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Claire Casey
President (as of 1/9/23)	40.00	0.00	Yes (X)	Yes (X)	$428,575	$36,922	$49,122
Libby Sartain
Chair	6.00	5.00	Yes (X)		$0	$0	$0
Diane D Miller
Vice Chair	3.00	0.00	Yes (X)		$0	$0	$0
Patricia Banks
Board Member	3.00	0.00	Yes (X)		$0	$0	$0
Robert Blancato
Board Member	3.00	7.00	Yes (X)		$0	$0	$0
Elaine Boltz
Board Member (as of 6/8/23)	3.00	0.00	Yes (X)		$0	$0	$0
Sailesh Chutani
Board Member (as of 6/8/23)	3.00	0.00	Yes (X)		$0	$0	$0
Margot James Copeland
Board Member (until 8/16/23)	3.00	7.00	Yes (X)		$0	$0	$0
Ann G Daw
Board Member	3.00	0.00	Yes (X)		$0	$0	$0
Gregory J Dyson
Board Member	3.00	0.00	Yes (X)		$0	$0	$0
Noreen Gillen
Board Member (as of 6/8/23)	3.00	0.00	Yes (X)		$0	$0	$0
Betty J Hudson
Board Member	3.00	0.00	Yes (X)		$0	$0	$0
Rosanna Marquez
Board Member (as of 9/20/23)	3.00	5.00	Yes (X)		$0	$692	$0
Susan Werth
Board Member	3.00	0.00	Yes (X)		$0	$0	$0
Patricia D Shannon
CFO & Senior Vice Presiden	40.00	0.00		Yes (X)	$463,762	$0	$56,926
Jami Wyatt
Secretary	1.00	40.00		Yes (X)	$0	$315,604	$65,153
Emily S Allen - SVP Programs
(Interim Pres. until 1/9/23)	40.00	0.00			$390,855	$0	$50,667	Yes (X)
David Whitehead
SVP & Chief Development Of	40.00	0.00			$642,908	$28,733	$55,273	Yes (X)
William A Rivera
SVP - Litigation	40.00	0.00			$335,746	$8,454	$41,965	Yes (X)
Demetrios Antzoulatos
VP - Finance, Grants, & Op	40.00	0.00			$298,511	$0	$63,005		Yes (X)
Patrick Landers
VP - Strategy & Innovation	40.00	0.00			$277,827	$0	$50,721		Yes (X)
Stephen Venute
VP - Corp & Fdn Relations	40.00	0.00			$294,187	$0	$45,129		Yes (X)
Steven Delvecchio
VP - Direct Response	40.00	0.00			$223,035	$63,127	$36,079		Yes (X)
Marc McDonald
VP - Integration	40.00	0.00			$283,978	$0	$52,505		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,639,384	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$453,532	TotReportableCompRltdOrgAmt
Total Other Compensation	$566,545	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	122	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
The Moore Companies Inc
5540 Ketch Road	Prince Frederick	MD	20678	Commercial printing services	$4,344,322
Concord Litho Group Inc
92 Old Turnpike Road	Concord	NH	03301	Strategic & creative marketing services	$2,000,490
BSC Acquistion Sub LLC
7702 Plantation Rd	Roanoke	VA	24019	Direct mail services	$1,610,946
CP Direct Inc
4600 Boston Way	Lanham	MD	20706	Commercial printing services	$1,602,642
The Gnar Company Inc
19 Kingston Street	Boston	MA	02111	Custom software services	$1,409,696

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	115	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$78,543	FederatedCampaignsAmt
Related Organizations	$1,327,259	RelatedOrganizationsAmt
Government Grants	$99,683,634	GovernmentGrantsAmt
All Other Contributions	$58,847,129	AllOtherContributionsAmt
Noncash Contributions	$161,993	NoncashContributionsAmt
Total Contributions	$159,936,565	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$433,652	TotalRevenueColumnAmt
Related Or Exempt Func Income	$433,652	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$433,652	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,197,284	TotalRevenueColumnAmt
Unrelated Business Revenue	$161,147	UnrelatedBusinessRevenueAmt
Exclusion	$5,036,137	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$353,272,172	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$344,021,312	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,250,860	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,250,860	TotalRevenueColumnAmt
Unrelated Business Revenue	$160,256	UnrelatedBusinessRevenueAmt
Exclusion	$9,090,604	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
Miscellaneous income	900099	$407,620	$407,620
CGA severance/change in value	900099	$23,656	$23,656

Field	Value	IRS element (for citing)
Other Revenue Total	$431,276	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$175,249,637	TotalRevenueColumnAmt
Related Or Exempt Func Income	$433,652	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$321,403	UnrelatedBusinessRevenueAmt
Exclusion	$14,558,017	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,659,269	TotalAmt
Program Services	$11,659,269	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$65,496,782	TotalAmt
Program Services	$65,496,782	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,379,018	TotalAmt
Program Services	$764,520	ProgramServicesAmt
Management And General	$943,673	ManagementAndGeneralAmt
Fundraising	$670,825	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$34,907,772	TotalAmt
Program Services	$24,737,721	ProgramServicesAmt
Management And General	$5,922,379	ManagementAndGeneralAmt
Fundraising	$4,247,672	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,214,360	TotalAmt
Program Services	$827,226	ProgramServicesAmt
Management And General	$222,157	ManagementAndGeneralAmt
Fundraising	$164,977	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,061,226	TotalAmt
Program Services	$2,871,757	ProgramServicesAmt
Management And General	$825,796	ManagementAndGeneralAmt
Fundraising	$363,673	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,490,853	TotalAmt
Program Services	$1,661,423	ProgramServicesAmt
Management And General	$483,462	ManagementAndGeneralAmt
Fundraising	$345,968	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$553,317	TotalAmt
Program Services	$553,317	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$173,000	TotalAmt
Management And General	$173,000	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,936,330	TotalAmt
Fundraising	$1,936,330	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,274,215	TotalAmt
Management And General	$3,274,215	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,576,967	TotalAmt
Program Services	$10,067,043	ProgramServicesAmt
Management And General	$3,580,750	ManagementAndGeneralAmt
Fundraising	$929,174	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,997,222	TotalAmt
Program Services	$1,605,355	ProgramServicesAmt
Management And General	$1,557,428	ManagementAndGeneralAmt
Fundraising	$834,439	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,453,179	TotalAmt
Program Services	$1,414,588	ProgramServicesAmt
Management And General	$22,981	ManagementAndGeneralAmt
Fundraising	$15,610	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,021,284	TotalAmt
Program Services	$6,048,013	ProgramServicesAmt
Management And General	$523,181	ManagementAndGeneralAmt
Fundraising	$450,090	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,359,123	TotalAmt
Program Services	$2,959,721	ProgramServicesAmt
Management And General	$212,730	ManagementAndGeneralAmt
Fundraising	$186,672	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,038,872	TotalAmt
Program Services	$1,688,801	ProgramServicesAmt
Management And General	$168,082	ManagementAndGeneralAmt
Fundraising	$181,989	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$410,013	TotalAmt
Program Services	$436,303	ProgramServicesAmt
Management And General	-$26,290	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$837,088	TotalAmt
Program Services	$456,149	ProgramServicesAmt
Management And General	$202,764	ManagementAndGeneralAmt
Fundraising	$178,175	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,311,950	TotalAmt
Program Services	$715,487	ProgramServicesAmt
Management And General	$317,482	ManagementAndGeneralAmt
Fundraising	$278,981	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Printing & postage	$20,830,068	$6,525,565	$11,984	$14,292,519
Volunteer expenses	$4,150,722	$4,059,483	$91,239
Telecommunication expen	$2,405,716	$2,337,116	$34,269	$34,331
Taxes & Licenses	$433,940	$268,202	$63,616	$102,122

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$953,212	TotalAmt
Program Services	$712,878	ProgramServicesAmt
Management And General	$118,103	ManagementAndGeneralAmt
Fundraising	$122,231	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$191,925,498	TotalAmt
Program Services	$147,866,719	ProgramServicesAmt
Management And General	$18,723,001	ManagementAndGeneralAmt
Fundraising	$25,335,778	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$16,024,201	TotalAmt
Program Services	$4,891,339	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$11,132,862	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,328,296	BOYAmt
EOY	$2,682,897	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,234,612	BOYAmt
EOY	$7,414,940	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,222,990	BOYAmt
EOY	$13,386,038	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$193	BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$997,938	BOYAmt
EOY	$786,877	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$29,753,187	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$20,557,288	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,452,344	BOYAmt
EOY	$9,195,899	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$287,072,370	BOYAmt
EOY	$330,281,615	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$336,318,235	BOYAmt
EOY	$325,740,066	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$4,824,969	BOYAmt
EOY	$3,499,775	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$201,367	BOYAmt
EOY	$184,107	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$662,653,314	BOYAmt
EOY	$693,172,214	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$22,010,798	BOYAmt
EOY	$21,260,063	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$10,038,045	BOYAmt
EOY	$8,422,291	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$25,000,000	BOYAmt
EOY	$25,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,185,224	BOYAmt
EOY	$2,896,767	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$60,234,067	BOYAmt
EOY	$57,579,121	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$147,112,691	BOYAmt
EOY	$159,599,065	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$455,306,556	BOYAmt
EOY	$475,994,028	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$602,419,247	BOYAmt
EOY	$635,593,093	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$662,653,314	BOYAmt
EOY	$693,172,214	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$16,675,861	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$49,849,707	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$263,901,186	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$167,121,307	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$161,205,196	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$169,881,942	CurrentTaxYearMinus1YearAmt
Current Tax Year	$159,936,565	CurrentTaxYearAmt
Total	$922,046,196	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$263,901,186	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$167,121,307	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$161,205,196	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$169,881,942	CurrentTaxYearMinus1YearAmt
Current Tax Year	$159,936,565	CurrentTaxYearAmt
Total	$922,046,196	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$104,811,613	SubstantialContributorsTotAmt
Public Support Total170	$817,234,583	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,687,556	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,752,606	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,025,332	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,165,117	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,197,284	CurrentTaxYearAmt
Total	$69,827,895	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,197,600	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$524,704	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,877,205	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,613,647	CurrentTaxYearMinus1YearAmt
Current Tax Year	$864,928	CurrentTaxYearAmt
Total	$11,078,084	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,002,952,175	TotalSupportAmt
Public Support CY170	0.81480	PublicSupportCY170Pct
Public Support PY170	0.73550	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Line 10 (A):	2019 Experience Corps program fees - $945,380 2019 All other program income - $441,701 2019 CGA severence - $215,914 2019 CGA change in value - ($405,481) 2019 Miscellaneous income - $87 Total 2019 Program Service & Other Income - $1,197,601
Part II, Line 10 (B):	2020 Experience Corps program fees - $268,525 2020 All other program income - $404,715 2020 CGA severence - $117,822 2020 CGA change in value - ($266,358) Total 2020 Program Service & Other Income - $524,704
Part II, Line 10 (C):	2021 Experience Corps program fees - $528,953 2021 All other program income - $1,536,526 2021 CGA severence - $21,402 2021 CGA change in value - ($209,693) 2021 Miscellaneous income - $17 Total 2021 Program Service & Other Income - $1,877,206
Part II, Line 10 (D):	2022 Experience Corps program fees - $339,480 2022 All other program income - $483,091 2022 CGA severence - $102,021 2022 CGA change in value - ($328,095) 2022 Miscellaneous income - $2,103 2022 Settlement payment - $6,015,047 Total 2022 Program Service & Other Income - $6,613,647
Part II, Line 10 (E):	2023 All other program income - $433,652 2023 CGA severence - $368,162 2023 CGA change in value - ($344,506) 2023 Miscellaneous income - $407,620 Total 2023 Program Service & Other Income - $864,928

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$476,095,847	BeginningYearBalanceAmt
Contributions	$368,162	ContributionsAmt
Investment Earnings Or Losses	$45,808,821	InvestmentEarningsOrLossesAmt
Other Expenditures	$23,018,250	OtherExpendituresAmt
End Year Balance	$499,254,580	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$519,049,792	BeginningYearBalanceAmt
Contributions	$1,945,206	ContributionsAmt
Investment Earnings Or Losses	-$24,250,476	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,648,675	OtherExpendituresAmt
End Year Balance	$476,095,847	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$469,744,289	BeginningYearBalanceAmt
Contributions	$304,187	ContributionsAmt
Investment Earnings Or Losses	$66,463,852	InvestmentEarningsOrLossesAmt
Other Expenditures	$17,462,536	OtherExpendituresAmt
End Year Balance	$519,049,792	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$442,770,788	BeginningYearBalanceAmt
Contributions	$377,860	ContributionsAmt
Investment Earnings Or Losses	$40,251,351	InvestmentEarningsOrLossesAmt
Other Expenditures	$13,655,710	OtherExpendituresAmt
End Year Balance	$469,744,289	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$307,583,157	BeginningYearBalanceAmt
Contributions	$81,030,355	ContributionsAmt
Investment Earnings Or Losses	$55,109,672	InvestmentEarningsOrLossesAmt
Other Expenditures	$952,396	OtherExpendituresAmt
End Year Balance	$442,770,788	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05896	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.94105	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,440,000	OtherCostOrOtherBasisAmt
Book Value	$4,440,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,736,908	OtherCostOrOtherBasisAmt
Depreciation	$18,027,254	DepreciationAmt
Book Value	$4,709,654	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,576,279	OtherCostOrOtherBasisAmt
Depreciation	$2,530,034	DepreciationAmt
Book Value	$46,245	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,195,899	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
BNYM investment portfolio	$320,263,816	F
Charitable gift annuities	$5,476,250	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$325,740,066	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Charitable Gift Annuity Liability	Desc
Amt	$2,896,767	Amt

Field	Value	IRS element (for citing)
Total Liability	$2,896,767	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$284,513,457	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$49,849,707	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$62,688,328	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$112,538,035	RevenueNotReportedAmt
Revenue Subtotal	$171,975,422	RevenueSubtotalAmt
Other Revenues Not Included	$3,274,215	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,274,215	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$175,249,637	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$251,339,611	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$62,688,328	DonatedServicesUseFcltsAmt
Expenses Not Reported	$62,688,328	ExpensesNotReportedAmt
Expenses Subtotal	$188,651,283	ExpensesSubtotalAmt
Other Expenses Not Included	$3,274,215	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$3,274,215	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$191,925,498	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4:	Board Designated Quasi-Endowment The Foundation's net assets without donor restrictions include amounts designated by its board of directors to function as a quasi-endowment fund. The Foundation may spend the board-designated quasi-endowment in accordance with the spending policy. 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 financial statements.
Part XI, Line 4b - Other Adjustments:	Investment expenses treated as contra-revenue in the financial statements 3,274,215.
Part XII, Line 4b - Other Adjustments:	Investment expenses treated as contra-revenue in the financial statements 3,274,215.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,	BNYM investment portfolio	$107,969,209
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	BNYM investment portfolio	$26,809,744
North America - Canada and Mexico, but not the United States	BNYM investment portfolio	$5,789,081

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$140,568,034	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$140,568,034	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part IV, Questions 1 and 3 - 5	FormAndLineReferenceDesc
Explanation	Question 1: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 3: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 4: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, passive foreign investment companies. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 5: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign partnerships. AARP Foundation will file other IRS forms in connection with such investments as necessary.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
MissionWired (FKA Chapman Cubine Allen & Hussey Inc)
650 Massachusetts Ave NW Suite 505	Washington	DC	20004	Direct mail production management services	0	$0	$810,180	$0
Gift Strategies LLC
1539 Fall River Ave Ste 3	Seekonk	MA	02771	Outbound calling services	0	$0	$663,650	$0
Blue State Digital
406 7th St NW 3rd Floor	Washington	DC	20004	Direct mail advisory services	0	$0	$748,374	$0
Amergent
9 Centennial Drive	Peabody	MA	01960	Direct mail advisory services	0	$0	$52,975	$0

Field	Value	IRS element (for citing)
Total Retained By Contractors	$2,275,179	TotalRetainedByContractorsAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule G, Part I, Line 2b, Column (v):

These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses.

Schedule G, Part I, Line 2b, Column (v):

MissionWired (FKA Chapman Cubine Allen and Hussey, Inc.) Professional fundraising fee $654,384 Consulting fee $62,640 Advertising & promotion $93,156 Total paid to MissionWired $810,180 Gift Strategies LLC Professional fundraising fee $663,650 Total paid to Gift Strategies LLC $663,650 Blue State Digital Professional fundraising fee $592,296 Consulting fee $156,078 Total paid to Blue State Digital $748,374 Amergent Professional fundraising fee $26,000 Advertising & promotion $11,225 Technology fee $15,750 Total paid to Amergent $52,975

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (114 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
AARP
601 E Street NW	Washington	DC	20049	951985500	501(c)(4)	$397,522	$0	Charitable work conducted on behalf of AARP Foundation
Older Adults Technology Services
236 West 30th Street 8th Floor	New York	NY	10001	550882599	501(c)(3)	$1,794,692	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Wish of a Lifetime
303 East 17th Ave Ste 850	Denver	CO	80203	262123649	501(c)(3)	$1,000,000	$0	Grant to support AARP Foundation's Social Connectivity program
Legal Counsel for the Elderly
601 E Street NW	Washington	DC	20049	521194741	501(c)(3)	$20,000	$0	Grant to support AARP Foundation's Benefits program
Accounting Aid Society
3031 W Grand Blvd Suite 470	Detroit	MI	48202	237310753	501(c)(3)	$305,000	$0	Grant to support AARP Foundation's Tax and Credit program
Agency on Aging of South Central Connecticut
117 Washington Avenue Suite 17	New Haven	CT	06473	060915531	501(c)(3)	$49,353	$0	Grant to support AARP Foundation's Experience Corps program
Alameda County Food Bank
7900 Edgewater Drive	Oakland	CA	94621	942960297	501(c)(3)	$200,000	$0	Grant to support AARP Foundation's Benefits program
American Society on Aging
575 Market St Ste 2100	San Francisco	CA	94105	942292868	501(c)(3)	$65,000	$0	Sponsorship of Conference
Aster Aging Inc
45 W University Drive Ste A	Mesa	AZ	85201	942596075	501(c)(3)	$7,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Atlanta Center Self-Sufficiency
18 William Holmes Borders Dr NE	Atlanta	GA	30312	581479816	501(c)(3)	$85,000	$0	Grant to support AARP Foundation's Workforce program
Benefits Data Trust
Two Logan Square Ste 550	Philadelphia	PA	19102	203455598	501(c)(3)	$300,000	$0	Grant to support AARP Foundation's Benefits program
Bread for the City
1525 7th Street NW	Washington	DC	20001	521138207	501(c)(3)	$100,000	$0	General support
Brevard Workforce Development Board Inc
297 Barnes Blvd	Rockledge	FL	32955	593031785	501(c)(3)	$60,000	$0	Grant to support AARP Foundation's Workforce program
Capital Hill Village
1355 E Street SE	Washington	DC	20003	205150809	501(c)(3)	$50,000	$0	Grant to support AARP Foundation's Benefits program
Central Arizona Regional Economic Development Foundation
17235 N 75th Ave Ste D145	Glendale	AZ	85308	301022450	501(c)(3)	$42,416	$0	Grant to support AARP Foundation's Experience Corps program
Central Texas Food Bank Inc
500 Metropolis Drive	Austin	TX	78744	742217350	501(c)(3)	$50,000	$0	Grant to support AARP Foundation's Benefits program
Centralina Council of Governments
525 N Tryon St Fl 12	Charlotte	NC	28202	560930373	501(c)(4)	$9,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Chicago Cook Workforce Partnership
69 W Washington Suite 2860	Chicago	IL	60602	364122225	501(c)(3)	$60,000	$0	Grant to support AARP Foundation's Workforce program
Chicago Housing Authority
60 E Van Buren	Chicago	IL	60605	366000618	501(c)(3)	$8,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Chinatown Manpower Project Inc
70 Mulberry St Fl 3	New York	NY	10013	132755214	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Chinese Community Center Inc
9800 Town Park Drive	Houston	TX	77036	760067885	501(c)(3)	$13,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Ciudad Nueva
810 N Campbell	El Paso	TX	79902	200806957	501(c)(3)	$150,000	$0	Grant to support AARP Foundation's Benefits program
Clean Slate E3 Inc
200 Ross Street 9th Fl	Pittsburgh	PA	15219	264311368	501(c)(3)	$6,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
City of Refuge Incorporated
1300 Joseph E Boone Blvd NW	Atlanta	GA	30314	582194642	501(c)(3)	$25,000	$0	Grant to support AARP Foundation's Workforce program
Code for America Labs Inc
972 Mission Street	San Francisco	CA	94103	271067272	501(c)(3)	$578,969	$0	Grant to support AARP Foundation's Benefits program
Commission on Adult Basic Education Inc
115 75th Street W 14400	Bradenton	FL	34209	593164580	501(c)(3)	$10,000	$0	2023 conference sponsorship
Community Action Partnership
1020 19th Street NW Ste 700	Washington	DC	20036	521120274	501(c)(3)	$5,500	$0	Sponsorship of the 2023 Management and Leadership Training Conference
Community Loan Fund of the Capital Region Inc
255 Orange Street Ste 103	Albany	NY	12210	222706505	501(c)(3)	$10,000	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Congressional Hunger Center
200 Massachusetts Ave NW	Washington	DC	20001	521842738	501(c)(3)	$25,000	$0	General support
DC Central Kitchen Inc
2121 1st Street SW 140	Washington	DC	20024	521584936	501(c)(3)	$110,000	$0	General support and sponsorship of the 2023 Capital Food Fight
Dress for Success Charity New Orleans
1700 Josephine St Ste 101	New Orleans	LA	70113	721444242	501(c)(3)	$10,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
El Paso Hispanic Chamber of Commerce
2401 E Missouri Ave	El Paso	TX	79912	742555602	501(c)(6)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
East Side Learning Center
740 York Avenue	Saint Paul	MN	55106	043699678	501(c)(3)	$187,812	$0	Grant to support AARP Foundation's Experience Corps program
El Camino Community College District Foundation
16007 Crenshaw Blvd	Torrance	CA	90506	953874302	501(c)(3)	$60,000	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
El Camino Community College District
16007 Crenshaw Blvd	Torrance	CA	90506	956001060	Govt. entity	$7,500	$0	Grant to support AARP Foundation's Workforce program
Elder Law of Michigan Inc
3815 W Saint Joseph St No C200	Lansing	MI	48917	382960530	501(c)(3)	$186,879	$0	Grant to support AARP Foundation's Benefits program
Elev8 Baltimore Inc
844 Roundview Rd	Baltimore	MD	21225	460889783	501(c)(3)	$9,825	$0	Grant to support AARP Foundation's Experience Corps program
Fill My Cup
8512 Ballard Hills Court	Charlotte	NC	28215	680504774	501(c)(3)	$15,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Food & Friends Inc
219 Riggs Road NE	Washington	DC	20011	521648941	501(c)(3)	$100,000	$0	General support
Feeding the Gulf Coast
5248 Mobile South Street	Theodore	AL	36582	630821997	501(c)(3)	$215,000	$0	Grant to support AARP Foundation's Benefits program
FoundersForge
404 S Roan Street	Johnson City	TN	37601	344430716	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
FRAC (Food Research & Action Center)
1200 18th Street NW Suite 400	Washington	DC	20036	237200739	501(c)(3)	$160,000	$0	Grant to support AARP Foundation's Benefits program
Fox Valley Technical College
1825 N Bluemound Drive	Appleton	WI	54912	391087276	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Friends of Puerto Rico
1077 30th Street NW Ste 211	Washington	DC	20007	811143995	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Georgia Community Action Association Inc
4256 Clausell Court	Decatur	GA	30035	581215746	501(c)(3)	$124,000	$0	Grant to support AARP Foundation's Workforce program
Gerontological Society of America
1220 L Street NW Ste 901	Washington	DC	20005	521256181	501(c)(3)	$50,000	$0	2023 Conference sponsorship
Grand Street Settlement
80 Pitt Street	New York	NY	10002	135562230	501(c)(3)	$50,000	$0	Grant to support AARP Foundation's Benefits program
Greater Cleveland Volunteers
4415 Euclid Avenue Ste 200	Cleveland	OH	44103	341356768	501(c)(3)	$29,494	$0	Grant to support AARP Foundation's Experience Corps program
Hawaii Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	990261283	501(c)(3)	$75,000	$0	Grant to support disaster relief
Heartland Workforce Investment Board Inc
5901 US Hwy 27 S Ste 1	Sebring	FL	33870	593397632	501(c)(3)	$6,000	$0	Grant to support AARP Foundation's Workforce program
Helpage USA Inc
1730 M Street NW	Washington	DC	20006	271071179	501(c)(3)	$25,000	$0	General support
Hunger Free America Inc
50 Broad Street Ste 1103	New York	NY	10004	133471350	501(c)(3)	$200,000	$0	Grant to support AARP Foundation's Benefits program
Iona Senior Services
4125 Albemarle St NW	Washington	DC	20016	521039553	501(c)(3)	$25,000	$0	General support
Info Line of San Diego County
3860 Calle Fortunada Ste 101	San Diego	CA	92123	331029843	501(c)(3)	$200,000	$0	Grant to support AARP Foundation's Benefits program
Iowa Center of Economic Success
8345 University Blvd Ste F	Clive	IA	50325	201037604	501(c)(3)	$10,000	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Jefferson State Community College
2601 Carson Road	Birmingham	AL	35215	630501357	Govt. entity	$6,000	$0	Grant to support AARP Foundation's Workforce program
Legacy Harvest Foundation
1270 Caroline St Ste D120	Atlanta	GA	30307	461210416	501(c)(3)	$8,500	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Legal Aid at Work
180 Montgomery Street Suite 600	San Francisco	CA	94104	942783401	501(c)(3)	$30,000	$0	Grant to support AARP Foundation's Benefits program
Legal Aid Society of Hawaii
924 Bethel Street	Honolulu	HI	96813	990076020	501(c)(3)	$300,000	$0	Grant to support disaster relief
Literations
25 Kingston Street 4th Fl	Boston	MA	02111	043227007	501(c)(3)	$231,071	$0	Grant to support AARP Foundation's Experience Corps program
Medicare Rights Center Inc
266 West 37th Street	New York	NY	10018	133505372	501(c)(3)	$242,000	$0	Grant to support AARP Foundation's Benefits program
Metropolitan Family Service
230 NE 2nd Avenue Ste 2	Hillsboro	OR	97124	930397825	501(c)(3)	$99,147	$0	Grant to support AARP Foundation's Experience Corps program
MHP Salud
2111 Golfside Drive 2B	Ypsilanti	MI	48197	383092194	501(c)(3)	$75,082	$0	Grant to support AARP Foundation's Benefits program
mRelief
233 N Michigan Avenue	Chicago	IL	60601	473559589	501(c)(3)	$50,000	$0	Grant to support AARP Foundation's Benefits program
National Experienced Workforce Solutions
3811 North Fairfax Drive Suite 900	Arlington	VA	22203	522003078	501(c)(3)	$60,000	$0	Grant to support AARP Foundation's Workforce program
Mission Economic Development Agency
2301 Mission Street Ste 301	San Francisco	CA	94110	510187791	501(c)(3)	$15,000	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
National Institute of Minority Economic Development
114 W Parrish Street 6th Fl	Durham	NC	27701	561579041	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
National Opinion Research Center
55 E Monroe Street 20th Fl	Chicago	IL	60603	362167808	501(c)(3)	$6,382	$0	Grant to support AARP Foundations social connectivity program
NCCNHR
1001 Connecticut Ave NW Ste 425	Washington	DC	20036	521122531	501(c)(3)	$20,000	$0	Sponsorship of the Consumer Voice Annual Conference
New Economics for Women
303 S Loma Drive	Los Angeles	CA	90017	953969029	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Orange County's United Way
18012 Mitchell South	Irvine	CA	92614	330047994	501(c)(3)	$120,000	$0	Grant to support AARP Foundation's Tax and Credit program
New Mexico Center on Law and Poverty Inc
301 Edith Blvd NE	Albuquerque	NM	87102	850437960	501(c)(3)	$311,550	$0	Grant to support AARP Foundation's Benefits program
Open Communities
1740 Ridge Ave Ste 117	Evanston	IL	60202	362943709	501(c)(3)	$258,997	$0	Grant to support AARP Foundation's Benefits program
Parentis Health Foundation
24012 Calle De La Plata 400	Laguna Hills	CA	92653	811188544	501(c)(3)	$161,247	$0	Grant to support AARP Foundation's Experience Corps program
Partner Community Capital Inc (fka Natural Capital Investment Fund)
106 W Washington St Fl 2	Charlestown	WV	25414	542058754	501(c)(3)	$12,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
PWNC Foundation Inc
30 Hunters Drive	Gilbertsville	PA	19525	843530767	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Read to Succeed Buffalo Inc
392 Pearl Street Ste 100	Buffalo	NY	14202	263606661	501(c)(3)	$186,828	$0	Grant to support AARP Foundation's Experience Corps program
Region One Education Service Center
1900 W Schunior	Edinburg	TX	78541	741588186	501(c)(3)	$15,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Rural Enterprises of Oklahoma Inc
2912 Enterprise Drive	Durant	OK	74701	731129417	501(c)(3)	$10,000	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Sacramento Food Bank
3333 3rd Avenue	Sacramento	CA	95817	943315566	501(c)(3)	$75,000	$0	Grant to support AARP Foundation's Benefits program
Sacramento Chinese Community Service Center
420 I Street 5	Sacramento	CA	95817	942581434	501(c)(3)	$53,508	$0	Grant to support AARP Foundation's Experience Corps program
San Antonio Food Bank
5200 Enrique M Barrera Pkwy	San Antonio	TX	78227	742122979	501(c)(3)	$73,981	$0	Grant to support AARP Foundation's Benefits program
Sandhills Cooperation Association
348 N Main Street	Troy	NC	27371	810754596	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Sarah's Circle
2551 17th Street NW	Washington	DC	20009	363043662	501(c)(3)	$10,000	$0	General support
SC Thrive
120 Research Drive	Columbia	SC	29203	901011409	501(c)(3)	$204,000	$0	Grant to support AARP Foundation's Benefits program
Scan Health Plan
3800 Kilroy Airport Way	Long Beach	CA	90806	953858259	501(c)(3)	$40,000	$0	Grant to support AARP Foundation's Benefits program
Seabury Resources for Aging
555 Water Street SW	Washington	DC	20024	530204693	501(c)(3)	$10,000	$0	General support
Sequoia Living Inc
1525 Post Street	San Francisco	CA	94109	941437728	501(c)(3)	$79,398	$0	Grant to support AARP Foundation's Experience Corps program
Small Business Empowerment Center
911 Washington Ste 805	Saint Louis	MO	63101	800563561	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Some Inc
71 O Street NW	Washington	DC	20001	237098123	501(c)(3)	$100,000	$0	General support
South Alabama Regional Planning
110 Beauregard St	Mobile	AL	36602	630501382	501(c)(3)	$200,000	$0	Grant to support AARP Foundation's Benefits program
St Bernard Parish Government Workforce
317 N Jefferson Avenue	Covington	LA	70433	720976906	Govt. entity	$60,000	$0	Grant to support AARP Foundation's Workforce program
The Business Center for Entrepreneurship and Social Enterprise
7500 Germantown Avenue Elders Hall	Philadelphia	PA	19119	232972070	501(c)(3)	$9,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
The Edge Connection
3070 N Main Street	Kennesaw	GA	30144	582634871	501(c)(3)	$12,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
UnitedHealthcare Children's Foundation
9700 Healthcare Lane	Minnetonka	MN	55343	522177891	501(c)(3)	$20,000	$0	Sponsorship of annual golf classic
United State Veteran's Initiative
800 W 6th Street Ste 1505	Los Angeles	CA	90017	954382752	501(c)(3)	$9,000	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
United Way of Central Georgia Inc
277 Martin Luther King Jr Blvd	Macon	GA	31202	580639811	501(c)(3)	$75,057	$0	Grant to support AARP Foundation's Experience Corps program
United Way of Greater Atlanta Inc
40 Courtland Street	Atlanta	GA	30303	580566194	501(c)(3)	$30,269	$0	Grant to support AARP Foundation's Experience Corps program
United Way of Nashville
250 Venture Circle	Nashville	TN	32778	620533104	501(c)(3)	$600,000	$0	Grant to support AARP Foundation's Benefits program
University of Michigan (Housing Bureau for Seniors)
3621 S Street	Ann Arbor	MI	48108	386006309	501(c)(3)	$20,000	$0	Grant to support AARP Foundation Benefits program
Urban League of Greater Atlanta
229 Peachtree St NE Ste 300	Atlanta	GA	30303	580593386	501(c)(3)	$19,724	$0	Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
Vida Senior Centers
1842 Calvert Street NW	Washington	DC	20009	237161537	501(c)(3)	$10,000	$0	General support
Volunteers of America National Services
1660 Duke Street	Alexandria	VA	22314	411467162	501(c)(3)	$15,000	$0	Sponsorship of annual symposium
We Are Family Senior Outreach Network
1525 Newton Street NW	Washington	DC	20010	262902518	501(c)(3)	$10,000	$0	General support
Women's Opportunities Resource Center
2010 Chestnut Street	Philadelphia	PA	19103	232741508	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
YMCA of Central Maryland
303 W Chesapeake Avenue	Baltimore	MD	21201	520591699	501(c)(3)	$11,424	$0	Grant to support AARP Foundation's Experience Corps program
Atlanta Community Food Bank
3400 North Desert Drive	Atlanta	GA	30344	581376648	501(c)(3)	$180,000	$0	Grant to support AARP Foundation's Benefits program
Maui United Way
95 Mahalani Street	Wailuku	HI	96793	990086524	501(c)(3)	$275,000	$0	Grant to support disaster relief
Meals on Wheels America
413 N Lee Street	Alexandria	VA	22314	237447812	501(c)(3)	$62,500	$0	Sponsorship of annual conference
Miriam's Kitchen
2401 Virginia Avenue NW	Washington	DC	20037	521331552	501(c)(3)	$25,000	$0	General support
Terrific Inc
1222 T Street NW	Washington	DC	20009	521177254	501(c)(3)	$10,000	$0	General support
YouEmpower
2591 CR 3405	Jacksonville	TX	75766	832798012	501(c)(3)	$7,500	$0	Grant to support AARP Foundation's Work for Yourself 50+ workshops
Youth Co-Op Inc
5040 NW 7th Street Ste 300	Miami	FL	33126	237320351	501(c)(3)	$60,000	$0	Grant to support AARP Foundation's Workforce program
AmeriCorps
250 E Street SW	Washington	DC	20024	520971471	Government	$31,069	$0	To fund AARP Foundation's share of payments to volunteers

Field	Value	IRS element (for citing)
Total501c3 Org	111	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCSEP Enrollee wages and benefits	10617	$65,484,282
Employee and Enrollee disaster recovery	3	$12,500

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	Yes (1)	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
David Whitehead
SVP & Chief Development Of	$238,379	$28,733	$72,139	$0	$332,390	$0	$13,200	$27,357	$14,716	$0	$670,824	$56,090	$0	$0
Patricia D Shannon
CFO & Senior Vice Presiden	$374,184	$0	$85,217	$0	$4,361	$0	$13,200	$27,357	$16,369	$0	$493,331	$27,357	$0	$0
Claire Casey
President (as of 1/9/23)	$347,694	$36,922	$80,000	$0	$881	$0	$13,200	$27,357	$8,565	$0	$450,340	$64,279	$0	$0
Emily S Allen - SVP Programs
(Interim Pres. until 1/9/23)	$301,796	$0	$84,284	$0	$4,775	$0	$13,200	$27,357	$10,110	$0	$414,165	$27,357	$0	$0
William A Rivera
SVP - Litigation	$269,920	$8,454	$64,368	$0	$1,458	$0	$13,200	$27,357	$1,408	$0	$350,354	$35,811	$0	$0
Jami Wyatt
Secretary	$0	$257,636	$0	$56,981	$0	$987	$0	$38,666	$0	$26,487	$0	$380,757	$0	$0
Demetrios Antzoulatos
VP - Finance, Grants, & Op	$241,109	$0	$56,714	$0	$688	$0	$11,913	$24,690	$26,402	$0	$336,826	$24,690	$0	$0
Stephen Venute
VP - Corp & Fdn Relations	$237,435	$0	$54,902	$0	$1,850	$0	$11,693	$24,235	$9,201	$0	$315,081	$24,235	$0	$0
Marc McDonald
VP - Integration	$230,229	$0	$52,433	$0	$1,316	$0	$11,306	$23,433	$17,766	$0	$313,050	$23,433	$0	$0
Patrick Landers
VP - Strategy & Innovation	$224,531	$0	$52,783	$0	$513	$0	$11,093	$22,989	$16,639	$0	$305,559	$22,989	$0	$0
Steven Delvecchio
VP - Direct Response	$168,492	$63,127	$52,188	$0	$2,355	$0	$11,352	$23,528	$1,199	$0	$235,586	$86,655	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 4a	In 2023, David Whitehead received a severance payment in the amount of $303,546.44.
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, one of which is gross revenue of AARP and its affiliates.
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. Board members Libby Sartain, Robert Blancato, Margo James Copeland, and Rosanna Marquez sit on both the AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	District of Columbia	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	536001131	BondIssuerEIN
CUSIP	254839H48	CUSIPNum
Bond Issued	2004-10-21	BondIssuedDt
Issue Price	$25,000,000	IssuePriceAmt
Purpose	Purchase of Office Space	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	$25,000,000	TotalProceedsAmt
Capital Expenditures	$23,688,767	CapitalExpendituresAmt
Other Spent Proceeds	$1,311,233	OtherSpentProceedsAmt
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00670	PrivateBusUseByOthersPct
Total Private Business Use	0.00670	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	Yes (1)	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	0	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AARP Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Affiliated entity	RelationshipDescriptionTxt
Transaction	$397,522	TransactionAmt
Transaction	See belowGrants for performance of charitable activities on behalf of AARP Foundation	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	13	ContributionCnt
Noncash Contributions Rpt F990	$161,993	NoncashContributionsRptF990Amt
Method Of Determining Revenues	High / Low Average	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 4	Article V(B) of the AARP Foundation Bylaws was amended to increase the maximum size of the Board to thirteen directors.
Form 990, Part VI, Section A, line 7a	The AARP Board of Directors appoints up to thirteen voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation board members may be current members of the AARP Board. 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 thirteen 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 or the AARP Board, and a successor shall be appointed in accordance to the process described in the bylaws. 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 AARP Foundation Form 990 is prepared by AARP's internal tax department and reviewed by the Foundation's CFO and other internal reviewers. The Form 990 is then provided to the 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 mitigation 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 15a	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. The AARP Foundation Board Governance Committee provides input to the CEO of AARP on the President's performance and compensation based on the AARP Foundation Board Governance Committee's evaluation of the President's performance, and the AARP CEO then recommends adjustments to the President's compensation package to the AARP Foundation Board. The AARP Foundation Board provides final approval over any adjustments to the President's compensation package.
Form 990, Part VI, Section C, line 19	AARP Foundation makes its Form 990 and audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
Form 990, Part VII, Section 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP (consolidated)
601 E Street NW	Washington	DC	20049	951985500	Social welfare organization dedicated to persons over age 50	DC	501(c)(4)	N/A	N/A	0
Legal Counsel for the Elderly
601 E Street NW	Washington	DC	20049	521194741	Public charity providing legal assistance/education to DC elderly residents	DC	501(c)(3)	509(A)(1)		0	AARP
AARP Insurance Plan
601 E Street NW	Washington	DC	20049	526069387	Grantor trust holding certain AARP group health insurance policies	DC	501(c)(4)	N/A		0	AARP
Wish of a Lifetime
303 East 17th Avenue Ste 850	Denver	CO	80203	262123649	Shift how society values seniors by granting/ sharing lifelong wishes	CO	501(c)(3)	509(A)(1)		0	AARP
Older Adults Technology Services
236 West 30th Street 8th Floor	New York	NY	10001	550882599	Harness the power of technology to change the way we age	NY	501(c)(3)	509(A)(1)		0	AARP
AARP Foundation Trust co BlackRock Institutional Trust Company NA TTE
400 Howard Street	San Francisco	CA	94105	306645385	Grantor trust holding certain exchange traded investment funds	CA	501(c)(3)	509(A)(1)		0	AARP Foundation

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
AARP Financial Services Corporation
601 E Street NW	Washington	DC	20049	521367607	Real estate holding company	DE	AARP	C	0
AARP Services Inc (consolidated)
620 F Street NW	Washington	DC	20004	522141065	Qualtiy control and research	DE	AARP	C	0
The H Wayne and Anne D Barbetti Charitable Remainder Unitrust
5011 Haven Avenue	Ocean City	NJ	08226	206379297	Charitable remainder trust	NJ		T	0	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (1)	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP Inc - grant awards for performance of charitable activities
B	$397,522	Grant agreement
AARP Inc
C	$1,327,259	Cash contributions
AARP Inc - bond standby agreement
E	$25,000,000	In the event of default
AARP Inc - asset exchange
I	$406,251	Cash received for book value
AARP Inc - in-kind shared services
M	$27,192,504	Allocable cost
AARP Inc - mailing lists
N	$0	See supplemental information
AARP Inc - maintenance
P	$877,010	Costs incurred
AARP Inc - services provided by AARP FDN employees
Q	$418,125	Actual salaries for time reported
AARP Inc - 25k annual fee line of credit
R	$25,000	Cash paid
Older Adults Technology Services
B	$1,794,692	Grant agreement
Older Adults Technology Services - services provided by AARP FDN employees
Q	$170,334	Actual salaries for time reported
Wish of a Lifetime
B	$1,000,000	Grant agreement
Wish of a Lifetime - services provided by AARP FDN employees
Q	$199,385	Actual salaries for time reported
Legal Counsel for the Elderly
B	$20,000	Cash contributions
Andrus Insurance Fund Inc - workers' comp & other insurance
R	$2,326,585	Premiums paid
AARP Inc - in-kind advertising
M	$6,927,000	Publication space market value

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part V, Line 2(A)(7)	FormAndLineReferenceDesc
Explanation	AARP Foundation and AARP, its parent organziation, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members.	ExplanationTxt