2024-11-07T17:39:09-06:00 2023-12-31 990 2023-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Claire Casey President 2024343399 2024-11-07 0 2023 2024-10-15 13:58:12Z Claire Casey 601 E Street NW Tax Dept Washington DC 20049 519270949 0 X www.aarp.org/foundation X 1961 DC Creates and advances effective solutions to reduce poverty for and with older adults. 13 12 375 27465 321403 36346 169881942 159936565 822571 433652 26443502 14448144 6068951 431276 203216966 175249637 83240788 77156051 0 0 42446270 45053229 1832265 1936330 25335778 67885886 67779888 195405209 191925498 7811757 -16675861 662653314 693172214 60234067 57579121 602419247 635593093 X 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. 0 0 95073370 68240564 0 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. 18524343 465000 11998 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. 6068053 10000 240525 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. 5815734 1290742 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. 21987697 6752223 181129 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. 397522 397522 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. 28200953 8440487 181129 147866719 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 123 0 1 375 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 X Claire Casey President (as of 1/9/23) 40.00 0.00 X X 428575 36922 49122 Libby Sartain Chair 6.00 5.00 X 0 0 0 Diane D Miller Vice Chair 3.00 0.00 X 0 0 0 Patricia Banks Board Member 3.00 0.00 X 0 0 0 Robert Blancato Board Member 3.00 7.00 X 0 0 0 Elaine Boltz Board Member (as of 6/8/23) 3.00 0.00 X 0 0 0 Sailesh Chutani Board Member (as of 6/8/23) 3.00 0.00 X 0 0 0 Margot James Copeland Board Member (until 8/16/23) 3.00 7.00 X 0 0 0 Ann G Daw Board Member 3.00 0.00 X 0 0 0 Gregory J Dyson Board Member 3.00 0.00 X 0 0 0 Noreen Gillen Board Member (as of 6/8/23) 3.00 0.00 X 0 0 0 Betty J Hudson Board Member 3.00 0.00 X 0 0 0 Rosanna Marquez Board Member (as of 9/20/23) 3.00 5.00 X 0 692 0 Susan Werth Board Member 3.00 0.00 X 0 0 0 Patricia D Shannon CFO & Senior Vice Presiden 40.00 0.00 X 463762 0 56926 Jami Wyatt Secretary 1.00 40.00 X 0 315604 65153 Emily S Allen - SVP Programs (Interim Pres. until 1/9/23) 40.00 0.00 X 390855 0 50667 David Whitehead SVP & Chief Development Of 40.00 0.00 X 642908 28733 55273 William A Rivera SVP - Litigation 40.00 0.00 X 335746 8454 41965 Demetrios Antzoulatos VP - Finance, Grants, & Op 40.00 0.00 X 298511 0 63005 Patrick Landers VP - Strategy & Innovation 40.00 0.00 X 277827 0 50721 Stephen Venute VP - Corp & Fdn Relations 40.00 0.00 X 294187 0 45129 Steven Delvecchio VP - Direct Response 40.00 0.00 X 223035 63127 36079 Marc McDonald VP - Integration 40.00 0.00 X 283978 0 52505 3639384 453532 566545 122 0 1 0 The Moore Companies Inc 5540 Ketch Road Prince Frederick MD 20678 Commercial printing services 4344322 Concord Litho Group Inc 92 Old Turnpike Road Concord NH 03301 Strategic & creative marketing services 2000490 BSC Acquistion Sub LLC 7702 Plantation Rd Roanoke VA 24019 Direct mail services 1610946 CP Direct Inc 4600 Boston Way Lanham MD 20706 Commercial printing services 1602642 The Gnar Company Inc 19 Kingston Street Boston MA 02111 Custom software services 1409696 115 78543 1327259 99683634 58847129 161993 159936565 433652 433652 433652 5197284 161147 5036137 353272172 344021312 9250860 9250860 160256 9090604 Miscellaneous income 900099 407620 407620 CGA severance/change in value 900099 23656 23656 431276 175249637 433652 321403 14558017 11659269 11659269 65496782 65496782 2379018 764520 943673 670825 34907772 24737721 5922379 4247672 1214360 827226 222157 164977 4061226 2871757 825796 363673 2490853 1661423 483462 345968 553317 553317 173000 173000 1936330 1936330 3274215 3274215 14576967 10067043 3580750 929174 3997222 1605355 1557428 834439 1453179 1414588 22981 15610 7021284 6048013 523181 450090 3359123 2959721 212730 186672 2038872 1688801 168082 181989 410013 436303 -26290 837088 456149 202764 178175 1311950 715487 317482 278981 Printing & postage 20830068 6525565 11984 14292519 Volunteer expenses 4150722 4059483 91239 Telecommunication expen 2405716 2337116 34269 34331 Taxes & Licenses 433940 268202 63616 102122 953212 712878 118103 122231 191925498 147866719 18723001 25335778 X 16024201 4891339 0 11132862 2328296 2682897 7234612 7414940 13222990 13386038 193 997938 786877 29753187 20557288 10452344 9195899 287072370 330281615 336318235 325740066 4824969 3499775 201367 184107 662653314 693172214 22010798 21260063 10038045 8422291 25000000 25000000 3185224 2896767 60234067 57579121 X 147112691 159599065 455306556 475994028 602419247 635593093 662653314 693172214 -16675861 49849707 0 X 0 1 X 1 1 1 X 263901186 167121307 161205196 169881942 159936565 922046196 263901186 167121307 161205196 169881942 159936565 922046196 104811613 817234583 16687556 14752606 21025332 12165117 5197284 69827895 1197600 524704 1877205 6613647 864928 11078084 1002952175 0.81480 0.73550 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 476095847 368162 45808821 23018250 499254580 519049792 1945206 -24250476 20648675 476095847 469744289 304187 66463852 17462536 519049792 442770788 377860 40251351 13655710 469744289 307583157 81030355 55109672 952396 442770788 0.05896 0.94105 0 0 4440000 4440000 22736908 18027254 4709654 2576279 2530034 46245 9195899 BNYM investment portfolio 320263816 F Charitable gift annuities 5476250 F 325740066 Charitable Gift Annuity Liability 2896767 2896767 X 284513457 49849707 62688328 112538035 171975422 3274215 3274215 175249637 251339611 62688328 62688328 188651283 3274215 3274215 191925498 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. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 BNYM investment portfolio 107969209 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 BNYM investment portfolio 26809744 North America - Canada and Mexico, but not the United States 0 0 BNYM investment portfolio 5789081 0 0 0 0 0 0 140568034 0 140568034 1 0 1 1 1 0 Schedule F, Part IV, Questions 1 and 3 - 5 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. X X X X X X 1 MissionWired (FKA Chapman Cubine Allen & Hussey Inc) 650 Massachusetts Ave NW Suite 505 Washington DC 20004 Direct mail production management services 0 0 810180 0 Gift Strategies LLC 1539 Fall River Ave Ste 3 Seekonk MA 02771 Outbound calling services 0 0 663650 0 Blue State Digital 406 7th St NW 3rd Floor Washington DC 20004 Direct mail advisory services 0 0 748374 0 Amergent 9 Centennial Drive Peabody MA 01960 Direct mail advisory services 0 0 52975 0 2275179 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 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 1 AARP 601 E Street NW Washington DC 20049 951985500 501(c)(4) 397522 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) 1794692 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) 1000000 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) 20000 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) 305000 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) 49353 0 Grant to support AARP Foundation's Experience Corps program Alameda County Food Bank 7900 Edgewater Drive Oakland CA 94621 942960297 501(c)(3) 200000 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) 65000 0 Sponsorship of Conference Aster Aging Inc 45 W University Drive Ste A Mesa AZ 85201 942596075 501(c)(3) 7000 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) 85000 0 Grant to support AARP Foundation's Workforce program Benefits Data Trust Two Logan Square Ste 550 Philadelphia PA 19102 203455598 501(c)(3) 300000 0 Grant to support AARP Foundation's Benefits program Bread for the City 1525 7th Street NW Washington DC 20001 521138207 501(c)(3) 100000 0 General support Brevard Workforce Development Board Inc 297 Barnes Blvd Rockledge FL 32955 593031785 501(c)(3) 60000 0 Grant to support AARP Foundation's Workforce program Capital Hill Village 1355 E Street SE Washington DC 20003 205150809 501(c)(3) 50000 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) 42416 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) 50000 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) 9000 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) 60000 0 Grant to support AARP Foundation's Workforce program Chicago Housing Authority 60 E Van Buren Chicago IL 60605 366000618 501(c)(3) 8000 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) 7500 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) 13000 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) 150000 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) 6000 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) 25000 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) 578969 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) 10000 0 2023 conference sponsorship Community Action Partnership 1020 19th Street NW Ste 700 Washington DC 20036 521120274 501(c)(3) 5500 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) 10000 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) 25000 0 General support DC Central Kitchen Inc 2121 1st Street SW 140 Washington DC 20024 521584936 501(c)(3) 110000 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) 10000 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) 7500 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) 187812 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) 60000 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 7500 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) 186879 0 Grant to support AARP Foundation's Benefits program Elev8 Baltimore Inc 844 Roundview Rd Baltimore MD 21225 460889783 501(c)(3) 9825 0 Grant to support AARP Foundation's Experience Corps program Fill My Cup 8512 Ballard Hills Court Charlotte NC 28215 680504774 501(c)(3) 15000 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) 100000 0 General support Feeding the Gulf Coast 5248 Mobile South Street Theodore AL 36582 630821997 501(c)(3) 215000 0 Grant to support AARP Foundation's Benefits program FoundersForge 404 S Roan Street Johnson City TN 37601 344430716 501(c)(3) 7500 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) 160000 0 Grant to support AARP Foundation's Benefits program Fox Valley Technical College 1825 N Bluemound Drive Appleton WI 54912 391087276 501(c)(3) 7500 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) 7500 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) 124000 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) 50000 0 2023 Conference sponsorship Grand Street Settlement 80 Pitt Street New York NY 10002 135562230 501(c)(3) 50000 0 Grant to support AARP Foundation's Benefits program Greater Cleveland Volunteers 4415 Euclid Avenue Ste 200 Cleveland OH 44103 341356768 501(c)(3) 29494 0 Grant to support AARP Foundation's Experience Corps program Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 990261283 501(c)(3) 75000 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) 6000 0 Grant to support AARP Foundation's Workforce program Helpage USA Inc 1730 M Street NW Washington DC 20006 271071179 501(c)(3) 25000 0 General support Hunger Free America Inc 50 Broad Street Ste 1103 New York NY 10004 133471350 501(c)(3) 200000 0 Grant to support AARP Foundation's Benefits program Iona Senior Services 4125 Albemarle St NW Washington DC 20016 521039553 501(c)(3) 25000 0 General support Info Line of San Diego County 3860 Calle Fortunada Ste 101 San Diego CA 92123 331029843 501(c)(3) 200000 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) 10000 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 6000 0 Grant to support AARP Foundation's Workforce program Legacy Harvest Foundation 1270 Caroline St Ste D120 Atlanta GA 30307 461210416 501(c)(3) 8500 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) 30000 0 Grant to support AARP Foundation's Benefits program Legal Aid Society of Hawaii 924 Bethel Street Honolulu HI 96813 990076020 501(c)(3) 300000 0 Grant to support disaster relief Literations 25 Kingston Street 4th Fl Boston MA 02111 043227007 501(c)(3) 231071 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) 242000 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) 99147 0 Grant to support AARP Foundation's Experience Corps program MHP Salud 2111 Golfside Drive 2B Ypsilanti MI 48197 383092194 501(c)(3) 75082 0 Grant to support AARP Foundation's Benefits program mRelief 233 N Michigan Avenue Chicago IL 60601 473559589 501(c)(3) 50000 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) 60000 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) 15000 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) 7500 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) 6382 0 Grant to support AARP Foundations social connectivity program NCCNHR 1001 Connecticut Ave NW Ste 425 Washington DC 20036 521122531 501(c)(3) 20000 0 Sponsorship of the Consumer Voice Annual Conference New Economics for Women 303 S Loma Drive Los Angeles CA 90017 953969029 501(c)(3) 7500 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) 120000 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) 311550 0 Grant to support AARP Foundation's Benefits program Open Communities 1740 Ridge Ave Ste 117 Evanston IL 60202 362943709 501(c)(3) 258997 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) 161247 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) 12500 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) 7500 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) 186828 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) 15000 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) 10000 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) 75000 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) 53508 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) 73981 0 Grant to support AARP Foundation's Benefits program Sandhills Cooperation Association 348 N Main Street Troy NC 27371 810754596 501(c)(3) 7500 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) 10000 0 General support SC Thrive 120 Research Drive Columbia SC 29203 901011409 501(c)(3) 204000 0 Grant to support AARP Foundation's Benefits program Scan Health Plan 3800 Kilroy Airport Way Long Beach CA 90806 953858259 501(c)(3) 40000 0 Grant to support AARP Foundation's Benefits program Seabury Resources for Aging 555 Water Street SW Washington DC 20024 530204693 501(c)(3) 10000 0 General support Sequoia Living Inc 1525 Post Street San Francisco CA 94109 941437728 501(c)(3) 79398 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) 7500 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) 100000 0 General support South Alabama Regional Planning 110 Beauregard St Mobile AL 36602 630501382 501(c)(3) 200000 0 Grant to support AARP Foundation's Benefits program St Bernard Parish Government Workforce 317 N Jefferson Avenue Covington LA 70433 720976906 Govt. entity 60000 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) 9500 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) 12500 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) 20000 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) 9000 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) 75057 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) 30269 0 Grant to support AARP Foundation's Experience Corps program United Way of Nashville 250 Venture Circle Nashville TN 32778 620533104 501(c)(3) 600000 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) 20000 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) 19724 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) 10000 0 General support Volunteers of America National Services 1660 Duke Street Alexandria VA 22314 411467162 501(c)(3) 15000 0 Sponsorship of annual symposium We Are Family Senior Outreach Network 1525 Newton Street NW Washington DC 20010 262902518 501(c)(3) 10000 0 General support Women's Opportunities Resource Center 2010 Chestnut Street Philadelphia PA 19103 232741508 501(c)(3) 7500 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) 11424 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) 180000 0 Grant to support AARP Foundation's Benefits program Maui United Way 95 Mahalani Street Wailuku HI 96793 990086524 501(c)(3) 275000 0 Grant to support disaster relief Meals on Wheels America 413 N Lee Street Alexandria VA 22314 237447812 501(c)(3) 62500 0 Sponsorship of annual conference Miriam's Kitchen 2401 Virginia Avenue NW Washington DC 20037 521331552 501(c)(3) 25000 0 General support Terrific Inc 1222 T Street NW Washington DC 20009 521177254 501(c)(3) 10000 0 General support YouEmpower 2591 CR 3405 Jacksonville TX 75766 832798012 501(c)(3) 7500 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) 60000 0 Grant to support AARP Foundation's Workforce program AmeriCorps 250 E Street SW Washington DC 20024 520971471 Government 31069 0 To fund AARP Foundation's share of payments to volunteers 111 3 SCSEP Enrollee wages and benefits 10617 65484282 Employee and Enrollee disaster recovery 3 12500 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 X 1 0 0 1 1 0 0 0 0 David Whitehead SVP & Chief Development Of 238379 28733 72139 0 332390 0 13200 27357 14716 0 670824 56090 0 0 Patricia D Shannon CFO & Senior Vice Presiden 374184 0 85217 0 4361 0 13200 27357 16369 0 493331 27357 0 0 Claire Casey President (as of 1/9/23) 347694 36922 80000 0 881 0 13200 27357 8565 0 450340 64279 0 0 Emily S Allen - SVP Programs (Interim Pres. until 1/9/23) 301796 0 84284 0 4775 0 13200 27357 10110 0 414165 27357 0 0 William A Rivera SVP - Litigation 269920 8454 64368 0 1458 0 13200 27357 1408 0 350354 35811 0 0 Jami Wyatt Secretary 0 257636 0 56981 0 987 0 38666 0 26487 0 380757 0 0 Demetrios Antzoulatos VP - Finance, Grants, & Op 241109 0 56714 0 688 0 11913 24690 26402 0 336826 24690 0 0 Stephen Venute VP - Corp & Fdn Relations 237435 0 54902 0 1850 0 11693 24235 9201 0 315081 24235 0 0 Marc McDonald VP - Integration 230229 0 52433 0 1316 0 11306 23433 17766 0 313050 23433 0 0 Patrick Landers VP - Strategy & Innovation 224531 0 52783 0 513 0 11093 22989 16639 0 305559 22989 0 0 Steven Delvecchio VP - Direct Response 168492 63127 52188 0 2355 0 11352 23528 1199 0 235586 86655 0 0 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. A District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of Office Space 0 0 0 A 25000000 23688767 1311233 0 0 1 1 A 0 0 0 0 0.00670 0.00670 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 AARP Inc Affiliated entity 397522 See belowGrants for performance of charitable activities on behalf of AARP Foundation 0 X 13 161993 High / Low Average 0 1 0 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. AARP (consolidated) 601 E Street NW Washington DC 20049 951985500 Social welfare organization dedicated to persons over age 50 DC 501(c)(4) N/A N/A 0 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(A)(1) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP 0 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) AARP 0 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) AARP 0 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) AARP Foundation 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real estate holding company DE AARP C 0 AARP Services Inc (consolidated) 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 N/A T 0 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 1 1 1 0 AARP Inc - grant awards for performance of charitable activities B 397522 Grant agreement AARP Inc C 1327259 Cash contributions AARP Inc - bond standby agreement E 25000000 In the event of default AARP Inc - asset exchange I 406251 Cash received for book value AARP Inc - in-kind shared services M 27192504 Allocable cost AARP Inc - mailing lists N 0 See supplemental information AARP Inc - maintenance P 877010 Costs incurred AARP Inc - services provided by AARP FDN employees Q 418125 Actual salaries for time reported AARP Inc - 25k annual fee line of credit R 25000 Cash paid Older Adults Technology Services B 1794692 Grant agreement Older Adults Technology Services - services provided by AARP FDN employees Q 170334 Actual salaries for time reported Wish of a Lifetime B 1000000 Grant agreement Wish of a Lifetime - services provided by AARP FDN employees Q 199385 Actual salaries for time reported Legal Counsel for the Elderly B 20000 Cash contributions Andrus Insurance Fund Inc - workers' comp & other insurance R 2326585 Premiums paid AARP Inc - in-kind advertising M 6927000 Publication space market value Schedule R, Part V, Line 2(A)(7) 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.