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AARP FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349304457
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-09T14:13:40-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 SOUTH GRAND AVENUE STE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAARPBusinessNameControlTxt
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NW TAX DEPTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY S ALLENPersonNm
Person TitleINTERIM PRESIDENTPersonTitleTxt
Phone2024343399PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastALLENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPARVIN VAN ENGERPreparerPersonNm
PTINP00955143PTIN
Phone2135932300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEMILY S ALLENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NW TAX DEPTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$780,071,090GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AARP.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSERVES VULNERABLE PEOPLE OVER 50 BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee356TotalEmployeeCnt
Total Volunteers27077TotalVolunteersCnt
Total Gross UBI$272,847TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$175,849NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$167,121,308PYContributionsGrantsAmt
CY Contributions Grants$161,205,196CYContributionsGrantsAmt
PY Program Service Revenue$673,239PYProgramServiceRevenueAmt
CY Program Service Revenue$2,065,479CYProgramServiceRevenueAmt
PY Investment Income$19,272,863PYInvestmentIncomeAmt
CY Investment Income$90,351,797CYInvestmentIncomeAmt
PY Other Revenue-$520,867PYOtherRevenueAmt
CY Other Revenue$540,627CYOtherRevenueAmt
PY Total Revenue$186,546,543PYTotalRevenueAmt
CY Total Revenue$254,163,099CYTotalRevenueAmt
PY Grants And Similar Paid$69,721,631PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$73,303,697CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$41,959,162PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$43,610,564CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,652,307PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,841,697CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,831,466CYTotalFundraisingExpenseAmt
PY Other Expenses$59,928,874PYOtherExpensesAmt
CY Other Expenses$62,828,201CYOtherExpensesAmt
PY Total Expenses$173,261,974PYTotalExpensesAmt
CY Total Expenses$181,584,159CYTotalExpensesAmt
PY Revenues Less Expenses$13,284,569PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$72,578,940CYRevenuesLessExpensesAmt
Total Assets BOY$636,519,309TotalAssetsBOYAmt
Total Assets EOY$703,184,035TotalAssetsEOYAmt
Total Liabilities BOY$54,627,484TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,117,407TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$581,891,825NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$648,066,628NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAARP FOUNDATION SERVES VULNERABLE PEOPLE OVER 50 BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS.OUR APPROACH EMPHASIZES EQUITABLE OUTCOMES FOR POPULATIONS THAT HAVE FACED SYSTEMIC DISCRIMINATION. THROUGH VIGOROUS LEGAL ADVOCACY AND EVIDENCE-BASED SOLUTIONS. WE FOSTER RESILIENCE, ADVANCE EQUITY, AND RESTORE HOPE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$82,623,092ExpenseAmt
Grant$59,161,444GrantAmt
DescWORKFORCE PROGRAMSSENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM:FUNDED BY THE U.S. DEPARTMENT OF LABOR, THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) HAS OPERATED FOR 56 YEARS, MAKING IT THE OLDEST AND LARGEST PROGRAM IN THE COUNTRY TO SERVE OLDER WORKERS. SCSEP IS A COMPREHENSIVE JOB TRAINING PROGRAM FOR ADULTS OVER 55 WHO ARE LIVING WITH LOW INCOME. IT FOCUSES ON DEVELOPING SKILLS AND COMPETENCIES THROUGH PAID WORK-BASED TRAINING IN A VARIETY OF COMMUNITY SERVICE ORGANIZATIONS (KNOWN AS HOST AGENCIES), WITH THE GOAL OF ENABLING PARTICIPANTS TO OBTAIN IN-DEMAND, HIGH-QUALITY JOBS. AARP FOUNDATION SCSEP HAS WORKED WITH OVER 3,000 HOST AGENCIES THAT INCLUDE NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES IN 473 COMMUNITIES IN 19 STATES AND PUERTO RICO. BASED ON THEIR EMPLOYMENT GOALS AND INTERESTS, SCSEP PARTICIPANTS ALSO RECEIVE OCCUPATIONAL, DIGITAL, AND EMPLOYABILITY SKILLS TRAINING AND A RANGE OF CRITICAL SUPPORT SERVICES. AARPFOUNDATION.ORG/SCSEP. BACK TO WORK 50+: SINCE 2013, BACK TO WORK 50+ (BTW50+) HAS SERVED UNEMPLOYED JOBSEEKERS 50 AND OLDER THROUGH JOB SEARCH RESOURCES, WORKSHOPS, AND COACHING. IN 2021 THERE WERE TWO SERVICE DELIVERY MODELS: A DIRECT-TO-CONSUMER MODEL, KNOWN AS THE NATIONAL ONLINE PROGRAM; AND A PROVIDER NETWORK. THE NATIONAL ONLINE PROGRAM IS HOSTED BY A SMALL TEAM OF AARP FOUNDATION NATIONAL COACHES WHO FACILITATE A VIRTUAL PROGRAM USING ZOOM AND OUR LEARNING MANAGEMENT SYSTEM. THE BTW50+ PROVIDER NETWORK OPERATES IN 12 COMMUNITIES, PROVIDING VIRTUAL AND IN-PERSON WORKSHOPS AND COACHING. THE PROGRAM IS ALSO TESTING THE INTEGRATION OF SKILL DEVELOPMENT OPPORTUNITIES FOR PARTICIPANTS, AND THREE PROGRAM PROVIDERS ARE IMPLEMENTING A SKILLS-BUILDING BRIDGE PROJECT. AARPFOUNDATION.ORG/BACKTOWORK.WORK FOR YOURSELF@50+: THROUGH NATIONWIDE PARTNERS, THE WORK FOR YOURSELF@50+ (WFY@50+) PROGRAM MAKES IT EASY FOR PEOPLE OVER 50 TO EXPLORE SELF-EMPLOYMENT AND MICROENTERPRISE OPTIONS (SUCH AS GIG WORK OR INDEPENDENT CONTRACTOR EMPLOYMENT) SO THEY CAN INCREASE THEIR FINANCIAL STABILITY. A SERIES OF WORKSHOPS AND A TOOLKIT GUIDE PARTICIPANTS THROUGH FIVE SIMPLE STEPS, WITH PLENTY OF COACHING AND PEER SUPPORT ALONG THE WAY. AN ONLINE FREELANCING RESOURCE CENTER PROVIDES ADDITIONAL SUPPORT AND ADVICE. AS THE ONLY NATIONAL PROGRAM THAT HELPS OLDER ADULTS WITH LOW INCOME ASSESS AND PURSUE SELF-EMPLOYMENT VENTURES, WFY@50+ HAS SERVED MORE THAN 40,000 OLDER ADULTS - HALF OF WHOM IDENTIFY AS WOMEN AND NEARLY 60% OF WHOM ARE PEOPLE OF COLOR - ACROSS 39 STATES AND THE DISTRICT OF COLUMBIA SINCE ITS INCEPTION IN 2016. HTTPS://WORKFORYOURSELF.AARPFOUNDATION.ORG/SUCCESS-STORIES/ANDREW-IM-DETERMINED-AND-I-KEEP-MOVING-ON/" WORKFORYOURSELF.AARPFOUNDATION.ORGDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,905,298ExpenseAmt
Grant$6,339,532GrantAmt
Revenue$987,233RevenueAmt
DescBENEFITS PROGRAMSSUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP)/ESAP APPLICATION ASSISTANCE: AARP FOUNDATION IS HELPING TO INCREASE ENROLLMENT IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP, FORMERLY KNOWN AS FOOD STAMPS) FOR ELIGIBLE OLDER ADULTS SO THEY CAN RECEIVE AND USE SNAP BENEFITS TO BUY HEALTHY FOOD AFFORDABLY. THIS INCLUDES SUPPORT OF ESAP, THE ELDERLY SIMPLIFIED APPLICATION PROJECT. THROUGH GRANTMAKING, WE SUPPORT COMMUNITY-BASED ORGANIZATIONS IN STATES THAT RECEIVED WAIVERS FROM THE USDA TO ENACT ESAP. ESAP STREAMLINES THE APPLICATION PROCESS, MAKING IT EASIER FOR PEOPLE WHO ARE OVER 60 AND HAVE NO EARNED INCOME TO RECEIVE SNAP BENEFITS. THE COMMUNITY ORGANIZATIONS USE THESE GRANTS TO FIELD MORE CALLS AND SIGN UP MORE SENIORS FOR SNAP. AARP FOUNDATION ALSO HELPS ADDITIONAL STATES APPLY FOR ESAP WAIVERS BY PROVIDING TECHNICAL ASSISTANCE TO DRAFT THE WAIVER THAT ALLOWS A STATE TO ENACT THE SIMPLER ESAP APPLICATION PROCESS, THUS ENABLING THE PROGRAM TO REACH MORE OLDER ADULTS ACROSS THE COUNTRY. WE FURTHER SUPPORT PROGRAM IMPLEMENTATION ONCE THE WAIVER IS GRANTED.EARNED INCOME TAX CREDIT:AARP FOUNDATION IS RAISING AWARENESS OF THE EARNED INCOME TAX CREDIT (EITC) AMONG OLDER ADULTS WITH LOW INCOME, MANY OF WHOM MAY BE ELIGIBLE FOR THIS TAX CREDIT. THE GOAL IS TO INCREASE THE NUMBER OF ELIGIBLE OLDER WORKERS FILING FOR THE EITC AND TO ENCOURAGE CURRENT NON-FILERS TO FILE IN ORDER TO GET THE CREDIT.MEDICARE SAVINGS PROGRAM:STATE MEDICARE SAVINGS PROGRAMS (MSP) CAN HELP PAY PREMIUMS, DEDUCTIBLES, COINSURANCE, COPAYMENTS, AND PRESCRIPTION DRUG COVERAGE COSTS. AARP FOUNDATION IS FOCUSED ON REACHING OLDER ADULTS WITH LOW INCOME WHO ARE ELIGIBLE FOR THIS VALUABLE ASSISTANCE BUT ARE NOT ENROLLED IN A STATE MSP.STUDENT LOAN REPAYMENT TOOL:THE STUDENT LOAN REPAYMENT TOOL HELPS OLDER ADULTS WITH LOW INCOME ENROLL IN INCOME-DRIVEN REPAYMENT PLANS, EMPOWERING THEM TO TAKE CONTROL OF THEIR STUDENT LOAN DEBT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,553,799ExpenseAmt
DescTAX AND CREDIT PROGRAMSTAX-AIDE:AARP FOUNDATION TAX-AIDE PROVIDES IN-PERSON AND VIRTUAL TAX PREPARATION HELP 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 U.S., WITH OVER 26,000 VOLUNTEERS NATIONWIDE. TAX-AIDE VOLUNTEERS ARE TRAINED AND IRS-CERTIFIED EVERY YEAR TO MAKE SURE THEY KNOW ABOUT AND UNDERSTAND THE LATEST CHANGES AND ADDITIONS TO THE TAX CODE. AARPFOUNDATION.ORG/TAXAIDE.PROPERTY TAX-AIDE:AARP FOUNDATION PROPERTY TAX-AIDE HELPS OLDER ADULTS WITH LOW INCOME TAKE ADVANTAGE OF PROPERTY TAX REFUND AND CREDIT PROGRAMS, SAVING THEM MONEY AND HELPING THEM STAY IN THEIR HOMES LONGER. PROPERTY TAX-AIDE USES AN INNOVATIVE ONLINE FINTECH TOOL TO SIMPLIFY THE PROCESS OF APPLYING FOR PROPERTY TAX REFUNDS AND CREDITS. TRAINED PROGRAM VOLUNTEERS USE AN ELIGIBILITY SCREENER TO DETERMINE ELIGIBILITY FOR A PROPERTY TAX REFUND OR CREDIT. THE VOLUNTEERS THEN USE AN APPLICATION WIZARD TO HELP ELIGIBLE OLDER ADULTS COMPLETE THE APPROPRIATE FORMS AND PREPARE THEM FOR FILING. ASSISTANCE IS AVAILABLE BOTH IN PERSON AND ONLINE. WE CURRENTLY SERVE 12 STATES AND THE DISTRICT OF COLUMBIA AND PLAN TO EXPAND NATIONWIDE TO ALL STATES OFFERING PROPERTY TAX RELIEF.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$12,278,990$2,204,096$528,953SOCIAL CONNECTION AND INTERGENERATIONAL PROGRAMSCONNECT2AFFECTTHROUGH CONNECT2AFFECT (CONNECT2AFFECT.ORG), WE PROVIDE VISITORS WITH RESEARCH AND TIPS ON STAYING CONNECTED, ALONG WITH AN ASSESSMENT THAT ALLOWS USERS TO EVALUATE THEIR ISOLATION RISK (OR THAT OF A LOVED ONE) AND GET GUIDANCE ON HOW TO STRENGTHEN THEIR SOCIAL BONDS. CONNECT2AFFECT.ORGCOMMIT TO CONNECT AARP FOUNDATION IS COLLABORATING IN A PUBLIC-PRIVATE PARTNERSHIP WITH THE ADMINISTRATION FOR COMMUNITY LIVING (ACL) TO LAUNCH A NATIONAL CLEARINGHOUSE AND NATIONWIDE NETWORK OF CHAMPIONS FOCUSED ON HELPING THOSE MOST ISOLATED AND DISCONNECTED FROM NEEDED SERVICES AND SUPPORTS. EXPERIENCE CORPSAARP FOUNDATION EXPERIENCE CORPS 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. IT IS A PROVEN "TRIPLE WIN," HELPING STUDENTS TO SUCCEED, OLDER ADULTS TO THRIVE, AND COMMUNITIES TO GROW STRONGER. EXPERIENCE CORPS PUTS A SPECIAL EMPHASIS ON SERVING DIVERSE POPULATIONS IN HIGH-NEED COMMUNITIES. AARP.ORG/EXPERIENCE-CORPS/.
$5,506,180$17,500$255,461LITIGATION:AARP FOUNDATION LITIGATION (AFL) IS THE LITIGATING ARM OF AARP FOUNDATION. AFL ADVOCATES IN COURTS NATIONWIDE TO ADVANCE THE LEGAL RIGHTS AND INTERESTS OF PEOPLE 50 AND OLDER BY REPRESENTING THEM IN SIGNIFICANT CASES AND BY WRITING AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS. AFL FOCUSES ON WIDESPREAD PRACTICES OR POLICIES OF INDUSTRY, BUSINESS, OR GOVERNMENT THAT AFFECT OLDER AMERICANS' DAY-TO-DAY LIVES, INCLUDING EMPLOYMENT, PENSIONS, HOUSING, LONGTERM CARE, AND FINANCIAL EXPLOITATION. WWW.AARPFOUNDATION.ORG/LITIGATION
$15,936,116$5,581,125$293,832CONTRIBUTIONS AND OTHER PROGRAMS:AARP FOUNDATION SPONSORS ORGANIZATIONS, EVENTS, AND CONFERENCES THAT HIGHLIGHT TANGIBLE WAYS TO INCREASE INCOME AND EQUITABLE OUTCOMES FOR OLDER ADULTS LIVING WITH LOW INCOME. THE FOUNDATION PROVIDED GRANTS AND DONATIONS TO PROVIDE RELIEF FOR OLDER VICTIMS OF HURRICANE IDA AND EARTHQUAKE DEVASTATION IN HAITI.AARP FOUNDATION HAS ALSO AWARDED SUB-GRANTS TO AARP IN THE AMOUNT OF $1,063,696 TO FURTHER THE FOUNDATION'S CHARITABLE MISSION OF HELPING OLDER ADULTS WITH LOW INCOME SECURE THE ESSENTIALS THROUGH PROGRAMS THAT FOCUS ON CAREGIVING, NURSING, AND ASSET PROTECTION TO SAFEGUARD INCOME.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$33,721,286TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$7,802,721TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,078,246TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$139,803,475TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document134IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee356EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA D SHANNONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024343399PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARC MCDONALD
VICE CHAIR6.00Yes (X)$0$0$0
DAVID ADAME
BOARD MEMBER6.00Yes (X)$0$0$0
PATRICIA BANKS
BOARD MEMBER6.00Yes (X)$0$0$0
SUSAN WERTH
BOARD MEMBER6.00Yes (X)$0$0$0
ANN G DAW
BOARD MEMBER6.00Yes (X)$0$0$0
LIBBY SARTAIN
BOARD CHAIR6.00Yes (X)$0$0$010.00
ROBERT BLANCATO
BOARD MEMBER6.00Yes (X)$0$0$010.00
MARGOT JAMES COPELAND
BOARD MEMBER6.00Yes (X)$0$0$010.00
GREGORY J DYSON
BOARD MEMEBER6.00Yes (X)$0$0$0
BETTY J HUDSON
BOARD MEMBER6.00Yes (X)$0$0$0
LISA MARSH RYERSON
PRESIDENT (UNTIL 6/10/22)40.00$508,822$4,431$80,756Yes (X)
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT40.00$439,532$0$72,894Yes (X)
JAMI L WYATT
SECRETARY1.00$0$302,896$81,21940.00Yes (X)
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER40.00$371,194$12,465$73,984Yes (X)
WILLIAM A RIVERA
SVP - LITIGATION40.00$315,472$7,579$60,178Yes (X)
EMILY S ALLEN
SVP - PROGRAMS40.00$358,542$0$67,597Yes (X)
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS40.00$279,134$0$78,544Yes (X)
PATRICK LANDERS
VP - STRATEGY & INNOVATION40.00$272,971$0$69,942Yes (X)
STEPHEN VENUTE
VP - CORP & FDN RELATIONS40.00$276,670$0$63,613Yes (X)
MARC MCDONALD
VP - INTEGRATION40.00$261,067$0$69,724Yes (X)
STEVEN DELVECCHIO
VP - DIRECT RESPONSE40.00$210,251$68,734$57,018Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,293,655TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$396,105TotReportableCompRltdOrgAmt
Total Other Compensation$775,469TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K119IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE MOORE COMPANIES INC
5540 KETCH ROADPRINCE FREDERICKMD20678COMMERCIAL PRINTING SERVICES$4,410,391
CONCORD LITHO GROUP INC
92 OLD TURNPIKE RDCONCORDNH03301PRINTING & DIRECT MARKETING SERVICES$1,741,144
SLALOM LLC
7900 TYSONS ONE PLACE SUITE 450MCLEANVA22102DEVELOPMENT SOFTWARE CONSULTING$1,711,554
CP DIRECT INC
4600 BOSTON WAYLANHAMMD20706COMMERCIAL PRINTING SERVICES$1,610,821
GRACEWORKZ LLC
1311 W BADGER RDMADISONWI53713IT PRINTER SERVICE AND IMAGING SUPPLIES$1,394,602
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K107CntrctRcvdGreaterThan100KCnt
Federated Campaigns$115,371FederatedCampaignsAmt
Related Organizations$7,769,588RelatedOrganizationsAmt
Government Grants$91,724,688GovernmentGrantsAmt
All Other Contributions$61,595,549AllOtherContributionsAmt
Noncash Contributions$408,624NoncashContributionsAmt
Total Contributions$161,205,196TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEXPERIENCE CORPS PROGRAM FEESDesc
Business900099BusinessCd
Total Revenue Column$528,953TotalRevenueColumnAmt
Related Or Exempt Func Income$528,953RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,536,526TotalRevenueColumnAmt
Related Or Exempt Func Income$1,536,526RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,065,479TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,296,431TotalRevenueColumnAmt
Unrelated Business Revenue$106,794UnrelatedBusinessRevenueAmt
Exclusion$20,189,637ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$595,963,357SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$525,907,991SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$70,055,366SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,055,366TotalRevenueColumnAmt
Unrelated Business Revenue$160,809UnrelatedBusinessRevenueAmt
Exclusion$69,894,557ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
K-1 PARTNERSHIP INCOME900099$728,901$5,244$723,657
CHARITABLE GIFT ANNUITY SEVERANCE900099$21,402$21,402
CHANGE IN VALUE- CHARITABLE GIFT900099-$209,693-$209,693

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17TotalRevenueColumnAmt
Exclusion$17ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$540,627OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$254,163,099TotalRevenueColumnAmt
Related Or Exempt Func Income$2,065,479RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$272,847UnrelatedBusinessRevenueAmt
Exclusion$90,619,577ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,472,967TotalAmt
Program Services$14,472,967ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$58,830,730TotalAmt
Program Services$58,830,730ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,114,507TotalAmt
Program Services$708,005ProgramServicesAmt
Management And General$1,008,217ManagementAndGeneralAmt
Fundraising$398,285FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,481,771TotalAmt
Program Services$24,217,600ProgramServicesAmt
Management And General$5,596,408ManagementAndGeneralAmt
Fundraising$3,667,763FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,166,308TotalAmt
Program Services$824,173ProgramServicesAmt
Management And General$209,848ManagementAndGeneralAmt
Fundraising$132,287FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,380,816TotalAmt
Program Services$3,118,274ProgramServicesAmt
Management And General$761,469ManagementAndGeneralAmt
Fundraising$501,073FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,467,162TotalAmt
Program Services$1,723,569ProgramServicesAmt
Management And General$460,430ManagementAndGeneralAmt
Fundraising$283,163FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$369,702TotalAmt
Program Services$375,334ProgramServicesAmt
Management And General-$5,632ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$167,000TotalAmt
Management And General$167,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,841,697TotalAmt
Fundraising$1,841,697FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,774,948TotalAmt
Management And General$4,774,948ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,504,562TotalAmt
Program Services$9,343,066ProgramServicesAmt
Management And General$1,380,467ManagementAndGeneralAmt
Fundraising$781,029FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,756,630TotalAmt
Program Services$1,821,760ProgramServicesAmt
Management And General$897,047ManagementAndGeneralAmt
Fundraising$1,037,823FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,564,029TotalAmt
Program Services$2,538,233ProgramServicesAmt
Management And General$14,745ManagementAndGeneralAmt
Fundraising$11,051FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,346,038TotalAmt
Program Services$6,431,954ProgramServicesAmt
Management And General$626,485ManagementAndGeneralAmt
Fundraising$287,599FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,272,404TotalAmt
Program Services$2,910,020ProgramServicesAmt
Management And General$241,429ManagementAndGeneralAmt
Fundraising$120,955FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$211,682TotalAmt
Program Services$202,805ProgramServicesAmt
Management And General$4,111ManagementAndGeneralAmt
Fundraising$4,766FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,664TotalAmt
Program Services$11,940ProgramServicesAmt
Management And General-$4,951ManagementAndGeneralAmt
Fundraising$8,675FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$148,675TotalAmt
Program Services$8,446ProgramServicesAmt
Management And General$138,012ManagementAndGeneralAmt
Fundraising$2,217FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,562,297TotalAmt
Program Services$780,736ProgramServicesAmt
Management And General$578,450ManagementAndGeneralAmt
Fundraising$203,111FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING AND POSTAGE$21,411,321$7,176,433$23,264$14,211,624
VOLUNTEER TRAVEL/ACTIVI$1,979,928$1,976,132$3,796
TELECOMMUNICATION EXPEN$1,653,638$1,594,320$30,424$28,894
TAXES & LICENSES$1,071,586$253,984$752,711$64,891

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,018,097TotalAmt
Program Services$482,994ProgramServicesAmt
Management And General$290,540ManagementAndGeneralAmt
Fundraising$244,563FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$181,584,159TotalAmt
Program Services$139,803,475ProgramServicesAmt
Management And General$17,949,218ManagementAndGeneralAmt
Fundraising$23,831,466FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$16,517,099TotalAmt
Program Services$5,244,975ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$11,272,124FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,893,064BOYAmt
EOY$3,971,589EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,701,759BOYAmt
EOY$8,146,436EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,997,156BOYAmt
EOY$10,682,402EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,439,048BOYAmt
EOY$797,565EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,173,648LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,164,870LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,553,814BOYAmt
EOY$12,008,778EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$587,702,333BOYAmt
EOY$656,318,221EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,071,530BOYAmt
EOY$5,927,813EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$5,924,718BOYAmt
EOY$5,112,604EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$235,887BOYAmt
EOY$218,627EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$636,519,309BOYAmt
EOY$703,184,035EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,792,852BOYAmt
EOY$18,707,583EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,330,839BOYAmt
EOY$8,091,301EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$240,000BOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,000,000BOYAmt
EOY$25,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,263,793BOYAmt
EOY$3,318,523EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,627,484BOYAmt
EOY$55,117,407EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$130,846,601BOYAmt
EOY$151,046,647EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$451,045,224BOYAmt
EOY$497,019,981EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$581,891,825BOYAmt
EOY$648,066,628EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$636,519,309BOYAmt
EOY$703,184,035EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$72,578,940ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,404,137NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$249,808,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$248,393,740CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$263,901,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,121,307CurrentTaxYearMinus1YearAmt
Current Tax Year$161,205,196CurrentTaxYearAmt
Total$1,090,429,643TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$249,808,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$248,393,740CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$263,901,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,121,307CurrentTaxYearMinus1YearAmt
Current Tax Year$161,205,196CurrentTaxYearAmt
Total$1,090,429,643TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$298,691,549SubstantialContributorsTotAmt
Public Support Total170$791,738,094PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,040,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,340,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,687,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,941,346CurrentTaxYearMinus1YearAmt
Current Tax Year$20,296,431CurrentTaxYearAmt
Total$63,305,698TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$640,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$922,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,197,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$524,704CurrentTaxYearMinus1YearAmt
Current Tax Year$1,877,206CurrentTaxYearAmt
Total$5,162,756TotalAmt
FieldValueIRS element (for citing)
Total Support$1,158,898,097TotalSupportAmt
Public Support CY1700.68320PublicSupportCY170Pct
Public Support PY1700.62140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 10(A);2017 EXPERIENCE CORPS PROGRAM FEES - $765,957 2017 ALL OTHER PROGRAM INCOME - $20,232 2017 CGA SEVERANCE - $134,642 2017 CGA CHANGE IN VALUE - $(279,949) TOTAL PROGRAM SERVICE & OTHER INCOME - $640,882
PART II, LINE 10(B);2018 EXPERIENCE CORPS PROGRAM FEES - $907,953 2018 ALL OTHER PROGRAM INCOME - $213,238 2018 CGA SEVERANCE - $226,859 2018 CGA CHANGE IN VALUE - $(436,277) 2018 FUNDRAISING & MISCELLANEOUS INCOME - $10,591 TOTAL PROGRAM SERVICE & OTHER INCOME - $922,364
PART II, LINE 10(C);2019 EXPERIENCE CORPS PROGRAM FEES - $945,380 2019 ALL OTHER PROGRAM INCOME - $441,701 2019 CGA SEVERANCE - $215,914 2019 CGA CHANGE IN VALUE - $(405,481) 2019 MISCELLANEOUS - $87 TOTAL PROGRAM SERVICE & OTHER INCOME - $ 1,197,601
PART II, LINE 10(D);2020 EXPERIENCE CORPS PROGRAM FEES - $268,525 2020 ALL OTHER PROGRAM INCOME - $404,715 2020 CGA SEVERANCE - $117,822 2020 CGA CHANGE IN VALUE - $(266,358) TOTAL PROGRAM SERVICE & OTHER INCOME - $524,704
PART II, LINE 10(E);2021 EXPERIENCE CORPS PROGRAM FEES - $528,953 2021 ALL OTHER PROGRAM INCOME - $1,536,526 2021 CGA SEVERANCE - $21,402 2021 CGA CHANGE IN VALUE - $(209,693) 2021 MISCELLANEOUS - $17 TOTAL PROGRAM SERVICE & OTHER INCOME - $1,877,206

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$244,360,170BeginningYearBalanceAmt
Contributions$78,113,983ContributionsAmt
Investment Earnings Or Losses-$13,990,060InvestmentEarningsOrLossesAmt
Other Expenditures-$900,936OtherExpendituresAmt
End Year Balance$307,583,157EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,651,935BeginningYearBalanceAmt
Contributions$76,682,864ContributionsAmt
Investment Earnings Or Losses$26,913,632InvestmentEarningsOrLossesAmt
Other Expenditures$888,261OtherExpendituresAmt
End Year Balance$244,360,170EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05410BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.94590PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,736,908OtherCostOrOtherBasisAmt
Depreciation$15,720,139DepreciationAmt
Book Value$7,016,769BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,996,740OtherCostOrOtherBasisAmt
Depreciation$2,444,731DepreciationAmt
Book Value$552,009BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,008,778TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY LIABILITYDesc
Amt$3,318,523Amt
FieldValueIRS element (for citing)
Total Liability$3,318,523TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$291,327,411TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,404,137NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$49,081,012DonatedServicesAndUseFcltsAmt
Revenue Not Reported$42,676,875RevenueNotReportedAmt
Revenue Subtotal$248,650,536RevenueSubtotalAmt
Other Revenues Not Included$5,512,563OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,512,563RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$254,163,099TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$225,152,608TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$49,081,012DonatedServicesUseFcltsAmt
Expenses Not Reported$49,081,012ExpensesNotReportedAmt
Expenses Subtotal$176,071,596ExpensesSubtotalAmt
Other Expenses Not Included$5,512,563OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,512,563ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$181,584,159TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ON THE FINANCIAL STATEMENTS 3,589,045. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON THE FINANCIAL S 1,923,518.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES TREATED AS CONTRA-REVENUE ON THE FINANCIAL STATEMENTS 3,589,045. INVESTMENT EXPENSES FROM K-1S INCLUDED IN UNREALIZED GAIN ON THE FINANCIAL S 1,923,518.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CHAPMAN CUBINE ALLEN AND HUSSEY INC
2000 15TH STREET NORTH SUITE 550ARLINGTONVA22201DIRECT MAIL PRODUCTION MANAGEMENT SERVICES0$0$791,595$0
GIFT STRATEGIES LLC
1539 FALLS RIVER AVE SUITE 3SEEKONKMA02771OUTBOUND CALLING SERVICES TO DONORS0$0$662,365$0
BLUE STATE DIGITAL
41 FLATBUSH AVENUE 8TH FLBROOKLYNNY11217MARKETING ADVISORY SERVICES0$0$607,867$0
AMERGENT
9 CENTENNIAL DRIVEPEABODYMA01960MARKETING ADVISORY SERVICES0$0$73,900$0
FieldValueIRS element (for citing)
Total Retained By Contractors$2,135,727TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE G, PART I, LINE 2B, COLUMN (V)THESE ENTITIES DO NOT RAISE FUNDS DIRECTLY FOR AARP FOUNDATION, BUT PROVIDE COUNSEL, SERVICES, AND SUPPORT TO AARP FOUNDATION'S INTERNAL DEVELOPMENT OFFICE. THE AMOUNTS REFLECTED IN SCHEDULE G ARE FOR THE PROFESSIONAL SERVICES AND REIMBURSEMENTS PAID BY AARP FOUNDATION FOR PROMOTIONAL AND TRAVEL EXPENSES.
SCHEDULE G, PART I, LINE 2 B(V)CHAPMAN CUBINE ALLEN AND HUSSEY INC PROFESSIONAL FUNDRAISING FEE $630,732 CONSULTING FEES $56,785 ADVERTISING & PROMOTION $104,078 TOTAL PAID TO CHAPMAN CUBINE ALLEN AND HUSSEY INC $791,595 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $500,600 CONSULTING SERVICES $107,267 TOTAL PAID TO BLUE STATE DIGITAL $607,867 AMERGENT PROFESSIONAL FUNDRAISING FEE $48,000 ADVERTISING & PROMOTION $11,500 TECHNOLOGY FEES $14,400 TOTAL PAID TO AMERGENT $73,900 GIFT STRATEGIES LLC PROFESSIONAL FUNDRAISING FEE $662,365 TOTAL PAID TO GIFT STRATEGIES LLC $662,365 TOTAL AMOUNTS PAID TO FUNDRAISERS $2,135,727

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (93 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AARP
601 E STREET NWWASHINGTONDC20049951985500501(C)(4)$1,063,696$0CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION
ACCOUNTING AID SOCIETY
3031 W GRAND BLVD SUITE 470DETROITMI482022411237310753501(C)(3)$250,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT
1 LONG WHARF DR STE 1LNEW HAVENCT06511060915531501(C)(3)$54,335$0GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DROAKLANDCA94621942960297501(C)(3)$156,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
ALLIANCE TO END HUNGER
425 3RD ST SW STE 1200WASHINGTONDC20024202803848501(C)(3)$15,000$0MEMBER DUES TO SUPPORT THE ALLIANCE
AMANI WOMEN CENTER
3777 CHURCH STREETCLARKSTONGA30021208795120501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
AMERICAN SOCIETY ON AGING
575 MARKET ST STE 2100SAN FRANCISCOCA941052869942292868501(C)(3)$85,000$0SPONSORSHIP OF THE AGING CONFERENCE AND RISE CURRICULUM COLLABORATION
ATLANTA COMMUNITY FOOD BANK
3400 NORTH DESERT DRIVEATLANTAGA30344581376648501(C)(3)$68,995$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
BARREN RIVER AREA DEVELOPMENT DISTRICT
177 GRAHAM AVENUEBOWLING GREENKY42101610674874GOVT. ENTITY$50,000$0DONATION TO SUPPORT DISASTER RELIEF
BAYLOR UNIVERSITY
ONE BEAR PLACE 97360WACOTX76798741159753501(C)(3)$299,999$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
BENEFITS DATA TRUST
TWO LOGAN SQUARE SUITE 550PHILADELPHIAPA19102203455598501(C)(3)$540,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
BREVARD WORKFORCE DEVELOPMENT BOARD INC
297 BARNES BLVDROCKLEDGEFL32955593031785501(C)(3)$60,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
CARE
151 ELLIS STREET NEATLANTAGA30303131685039501(C)(3)$250,000$0AARP FOUNDATION DISASTER RELIEF GRANT
PINAL ALLIANCE FOR ECONOMIC GROWTH
17235 N 75TH AVENUEGLENDALEAZ85038860482868501(C)(3)$62,000$0GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CARVER COMMUNITY ORGANIZATION INC
400 SE 8TH STEVANSVILLEIN47713350869030501(C)(3)$79,685$0GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CENTER FOR NONPROFIT LEGAL SERVICES
PO BOX 1586MEDFORDOR97501237227761501(C)(3)$100,000$0AARP FOUNDATION DISASTER RELIEF GRANT
CENTER FOR PAN ASIAN COMMUNITY SERVICES
3510 SHALLOWFORD ROAD NWATLANTAGA30341581437980501(C)(3)$100,981$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
CHICAGO COOK WORKFORCE PARTNERSHIP
69 W WASHINGTON SUITE 2860CHICAGOIL60602364122225501(C)(3)$5,575$0GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM
CHINATOWN SERVICE CENTER
767 N HILL STREET SUITE 400LOS ANGELESCA90012952918844501(C)(3)$150,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
CITY OF PHOENIX
100 N 3RD STPHOENIXAZ850042231866000256GOVT. ENTITY$22,287$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CITY OF TEMPE
20 E 6TH STTEMPEAZ85281866000262GOVT. ENTITY$119,433$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CIUDAD NUEVA COMMUNITY OUTREACH
810 N CAMPBELLEL PASOTX79902200806957501(C)(3)$150,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
WEST KENTUCKY ALLIED SERVICES INC
PO BOX 736MAYFIELDKY42066610911872501(C)(3)$50,000$0DONATION TO SUPPORT DISASTER RELIEF
COMMUNITY ACTION OF SOUTHERN KENTUCKY
921 BEAUTY AVEBOWLING GREENKY42101610660969501(C)(3)$50,000$0DONATION TO SUPPORT DISASTER RELIEF
THE CONNECTICUT VETERANS LEGAL CENTER
114 BOSTON POST ROAD GROUND FLOORWEST HAVENCT06516270963659501(C)(3)$300,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
AREAWIDE COUNCIL ON AGING OF BROWARD COUNTY
5300 HIATUS ROADSUNRISEFL33351591529419501(C)(3)$149,973$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
CUMBERLAND TRACE LEGAL SERVICES (DBA KENTUCKY LEGAL AID)
1700 DESTINY LANEBOWLING GREENKY42104610916523501(C)(3)$100,000$0DONATION TO SUPPORT DISASTER RELIEF
DC CENTRAL KITCHEN
19 I ST NWWASHINGTONDC20001521584936501(C)(3)$60,000$0GENERAL SUPPORT AND SPONSORSHIP OF THE 2021 CAPITAL FOOD FIGHT
EAST SIDE LEARNING CENTER
740 YORK AVESAINT PAULMN55106043699678501(C)(3)$310,193$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ECUMENICAL SOCIAL ACTION COMMITTEE
434 JAMAICAWAYJAMAICA PLAINMA02130042455301501(C)(3)$450,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
FAST FORWARD
3223 DEVINE ST STE 3COLUMBIASC29205542158648501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
FEEDING AMERICA KENTUCKY'S HEARTLAND INC
313 PETERSON DRELIZABETHTOWNKY42702611043635501(C)(3)$100,000$0DONATION TO SUPPORT DISASTER RELIEF
FEEDING TEXAS
1524 S IH 35 SUITE 342AUSTINTX78704742762542501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
FEEDING THE GULF COAST
5248 MOBILE SOUTH STREETTHEODOREAL36582630821997501(C)(3)$385,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
FOOD RESEARCH AND ACTION CENTER TOTAL
1200 18TH ST NW STE 400WASHINGTONDC20036237200739501(C)(3)$10,000$0SPONSORSHIP OF THE ANTI-HUNGER POLICY CONFERENCE
FOUNDATION FOR SOCIAL CONNECTION
900 16TH STREET SUITE 400WASHINGTONDC20006861322969501(C)(3)$169,245$0GRANT TO SUPPORT AARP FOUNDATION'S SOCIAL CONNECTION PROGRAM
GENERATIONS INCORPORATED
25 KINGSTON ST 4TH FLBOSTONMA02111043227007501(C)(3)$395,770$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
GREATER CLEVELAND VOLUNTEERS
4415 EUCLID AVE STE 200CLEVELANDOH44103341356768501(C)(3)$133,305$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
HELPAGE USA
1730 M STREET NW NO 1000WASHINGTONDC20036271071179501(C)(3)$250,000$0AARP FOUNDATION DISASTER RELIEF GRANT
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029760311190501(C)(3)$205,639$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
HUNGER FREE AMERICA
50 BROAD STREET STE 1103NEW YORKNY10004133471350501(C)(3)$149,999$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
INFO LINE OF SAN DIEGO COUNTY
3860 CALLE FORTUNADA STE 101SAN DIEGOCA92123331029843501(C)(3)$259,990$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
JASA (JEWISH ASSOCIATION FOR SERVICES FOR THE AGED)
247 WEST 37TH STREET 9TH FLOORNEW YORKNY10018132620896501(C)(3)$100,000$0AARP FOUNDATION DISASTER RELIEF GRANT
JEFFERSON STATE COMMUNITY COLLEGE
2601 CARSON RDBIRMINGHAMAL35215630501357GOVT. ENTITY$10,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
JEWISH VOCATIONAL SERVICE INC
75 FEDERAL STREETBOSTONMA02110042104357501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
JOBS FOR THE FUTURE INC
88 BROAD ST FL 8BOSTONMA02110061164568501(C)(3)$100,000$0SPONSORSHIP OF THE HORIZONS NATIONAL SUMMIT
KANSAS DEPARTMENT FOR CHILDREN AND FAMILIES
555 S KANSAS AVENUETOPEKAKS66603481124839GOVT. ENTITY$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058953135649501(C)(3)$25,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NWWASHINGTONDC20049521194741501(C)(3)$300,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
LEGAL SERVICES OF NORTH WEST JERSEY
90 EAST MAIN STREET THIRD FLSOMERVILLENJ08876222092489501(C)(3)$100,000$0AARP FOUNDATION DISASTER RELIEF GRANT
LOUISIANA CHAMBER OF COMMERCE FOUNDATION
3541 RUE MICHELLENEW ORLEANSLA70131832128501501(C)(3)$300,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
MEALS ON WHEELS AMERICA
413 N LEE STALEXANDRIAVA22314237447812501(C)(3)$50,000$0GENERAL SUPPORT
METROPOLITAN FAMILY SERVICE
230 NE 2ND AVE STE 2HILLSBOROOR97124930397825501(C)(3)$162,989$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
MIDWEST ASIAN HEALTH ASSOCIATION
230 W CERMAK ROAD 2ND FLCHICAGOIL60616364526722501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
MRELIEF
233 N MICHIGAN AVENUECHICAGOIL60601473559589501(C)(3)$260,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
NATIONAL HISPANIC COUNCIL ON AGING
734 15TH ST NW STE 1050WASHINGTONDC20005521306347501(C)(3)$25,000$0GENERAL SUPPORT
NATIONAL WOMENS HISTORY MUSEUM
205 S WHITING ST STE 254ALEXANDRIAVA22304541801426501(C)(3)$250,000$0DONATION TO SUPPORT FOCUS ON OLDER ADULT LOW-INCOME WOMEN ISSUES AND SOLUTIONS
NATIONAL CONSUMER VOICE FOR QUALITY LONG-TERM CARE
1001 CONNECTICUT AVE NW STE 425WASHINGTONDC20036521122531501(C)(3)$15,000$0SPONSORSHIP OF THE NATIONAL CONSUMER VOICE CONFERENCE
NEW MEXICO CENTER LAWPOVERTY
924 PARK AVENUE SW STE CALBUQUERQUENM87102850437960501(C)(3)$300,000$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
NORC AT THE UNIVERSITY OF CHICAGO
1155 E 60TH STCHICAGOIL60637362177139501(C)(3)$14,891$0GRANT TO SUPPORT AARP FOUNDATIONS SOCIAL CONNECTIVITY PROGRAM
NEW SOLUTIONS
3811 N FAIRFAX DRIVE STE 900ARLINGTONVA22203522003078501(C)(3)$225,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
PENNYRILE ALLIED COMMUNITY SERVICES INC
1100 S LIBERTY STREETHOPKINSVILLEKY42241610862133501(C)(3)$50,000$0DONATION TO SUPPORT DISASTER RELIEF
PENNYRILE AREA DEVELOPMENT DISTRICT
300 HAMMOND DRIVEHOPKINSVILLEKY42240610702271GOVT. ENTITY$50,000$0DONATION TO SUPPORT DISASTER RELIEF
PHILADELPHIA CHINATOWN DEVELOPMENT CORP
301 N 9TH STREETPHILADELPHIAPA19107237439723501(C)(3)$372,738$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
PURCHASE AREA DEVELOPMENT DISTRICT INC
1002 MEDICAL DRIVEMAYFIELDKY42066610703486501(C)(3)$50,000$0DONATION TO SUPPORT DISASTER RELIEF
READ TO SUCCEED BUFFALO INC
392 PEARL ST STE 100BUFFALONY14202263606661501(C)(3)$90,000$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ROOT CAUSE COALITION
1801 RICHARDS RDTOLEDOOH43607475126498501(C)(3)$60,000$0GENERAL SUPPORT AND SPONSORSHIP OF SUMMIT
SACRAMENTO FOOD BANK AND FAMILY SERVICES
3333 3RD AVENUESACRAMENTOCA95817943315566501(C)(3)$114,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX78227742122979501(C)(3)$70,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
SAN FRANCISCO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107943041517501(C)(3)$184,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
SC THRIVE
2211 ALPINE ROAD EXTENSIONCOLUMBIASC29223901011409501(C)(3)$356,845$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA
700 EDWARDS AVENUENEW ORLEANSLA70123720956468501(C)(3)$300,000$0AARP FOUNDATION DISASTER RELIEF GRANT
SELFHELP COMMUNITY SERVICES
520 EIGHTH AVENUE 5TH FLOORNEW YORKNY10018135654450501(C)(3)$100,000$0AARP FOUNDATION DISASTER RELIEF GRANT
SENIORLAW CENTER
100 SOUTH BROAD ST STE 1810PHILADELPHIAPA19110232169936501(C)(3)$200,000$0AARP FOUNDATION DISASTER RELIEF GRANT
SEQUOIA LIVING INC
1525 POST STSAN FRANCISCOCA94109941437728501(C)(3)$122,000$0DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
SERVICES AND ADVOCACY FOR GLBT ELDERS
305 7TH AVE 15TH FLNEW YORKNY10001132947657501(C)(3)$25,000$0GENERAL SUPPORT
SMITHSONIAN INSTITUTION
1000 JEFFERSON DR SWWASHINGTONDC20560530206027501(C)(3)$10,000$0GENERAL SUPPORT
SOUTHEAST LOUISIANA LEGAL SERVICES CORP
1340 POYDRAS STREET NO 600NEW ORLEANSLA70112720877422501(C)(3)$470,000$0AARP FOUNDATION DISASTER RELIEF GRANT
ST BERNARD PROJECT INC
8324 PARC PLACENEW ORLEANSLA70119262189665501(C)(3)$400,000$0AARP FOUNDATION DISASTER RELIEF GRANT AND GENERAL SUPPORT
TEXAS IMPACT FOUNDATION
200 EAST 30TH STREETAUSTINTX78705742989021501(C)(3)$25,000$0GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L ST NW STE 901WASHINGTONDC20005521256181501(C)(3)$50,000$0SPONSORSHIP OF THE ANNUAL SCIENTIFIC MEETING
THE MEMORIAL FOUNDATION INC
633 PENNSYLVANIA AVE NW FLR 3WASHINGTONDC20004460758941501(C)(3)$25,000$0SPONSORSHIP OF THE FEED THE HUNGRY EVENT
UNITEDHEALTHCARE CHILDRENS FOUNDATION
9700 HEALTHCARE LN MN017-W400MINNETONKAMN55343522177891501(C)(3)$15,000$0SPONSORSHIP OF THE UHCCF MINNESOTA GOLF CLASSIC
UNITED WAY OF GREATER ATLANTA INC
40 COURTLAND STATLANTAGA30303580566194501(C)(3)$67,000$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
UNITED WAY OF GREENVILLE COUNTY INC
105 EDINBURGH COURTGREENVILLESC29607570362066501(C)(3)$222,065$0GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
UNITED WAY OF KENTUCKY INC
334 E BROADWAY STE 325LOUISVILLEKY40202311106795501(C)(3)$300,000$0DONATION TO SUPPORT DISASTER RELIEF
UNITED WAY OF SOUTHEAST LOUISIANA
2515 CANAL STREETNEW ORLEANSLA70119720471369501(C)(3)$400,000$0AARP FOUNDATION DISASTER RELIEF GRANT
UNITED WAY NORTHERN NEW JERSEY
222 RIDGEDALE AVENUECEDAR KNOLLSNJ07927221487247501(C)(3)$100,000$0AARP FOUNDATION DISASTER RELIEF GRANT
UNITED WAY OF SOUTHWEST ALABAMA
PO DRAWER 89MOBILEAL36601630351568501(C)(3)$150,000$0AARP FOUNDATION DISASTER RELIEF GRANT
WISH OF A LIFETIME
303 EAST 17TH AVENUE STE 850DENVERCO80203262123649501(C)(3)$13,061$0GENERAL SUPPORT
WOMENS OPPORTUNITIES RESOURCE CENTER
2010 CHESTNUT STPHILADELPHIAPA19103232741508501(C)(3)$10,000$0GENERAL SUPPORT
WORKFORCE MID-SOUTH INC
155 ANGELUS STREETMEMPHISTN38104850869795GOVT. ENTITY$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM
YWCA USA
1020 19TH ST NW STE 750WASHINGTONDC20036131624103501(C)(3)$25,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org92Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP ENROLLEE WAGES AND BENEFITS9460$58,432,660
EXPERIENCE CORPS MENTORING & TUTORING STIPENDS346$383,070
EMPLOYEE DISASTER RECOVERY3$15,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAARP 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

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA MARSH RYERSON
PRESIDENT (UNTIL 6/10/22)$381,308$4,431$123,739$0$3,775$0$11,600$46,893$22,263$0$542,685$51,324$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT$346,496$0$89,138$0$3,898$0$11,600$46,893$14,401$0$465,533$46,893$0$0
DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER$292,648$12,465$75,156$0$3,390$0$11,600$46,893$15,491$0$398,285$59,358$0$0
EMILY S ALLEN
SVP - PROGRAMS$276,890$0$77,905$0$3,747$0$11,600$46,893$9,104$0$379,246$46,893$0$0
JAMI L WYATT
SECRETARY$0$241,998$0$59,717$0$1,181$0$58,493$0$22,726$0$384,115$0$0
WILLIAM A RIVERA
SVP - LITIGATION$249,118$7,579$65,430$0$924$0$11,600$46,893$1,685$0$328,757$54,472$0$0
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPERATIONS$220,549$0$56,793$0$1,792$0$11,094$44,846$22,604$0$312,832$44,846$0$0
PATRICK LANDERS
VP - STRATEGY & INNOVATION$218,050$0$53,789$0$1,132$0$10,874$43,956$15,112$0$298,957$43,956$0$0
STEPHEN VENUTE
VP - CORP & FDN RELATIONS$220,451$0$54,336$0$1,883$0$10,991$44,433$8,189$0$295,850$44,433$0$0
STEVEN DELVECCHIO
VP - DIRECT RESPONSE$146,741$68,734$59,990$0$3,520$0$11,019$44,543$1,456$0$222,726$113,277$0$0
MARC MCDONALD
VP - INTEGRATION$208,374$0$52,093$0$600$0$10,419$42,118$17,187$0$288,673$42,118$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL 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 AND MARGOT JAMES COPELAND 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.
PART I, LINE 5AARP 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DISTRICT OF COLUMBIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839H48CUSIPNum
Bond Issued2004-10-21BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposePURCHASE OF OFFICE SPACEPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Capital Expenditures$23,688,767CapitalExpendituresAmt
Other Spent Proceeds$1,311,233OtherSpentProceedsAmt
Substantial Completion2004SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00700PrivateBusUseByOthersPct
Total Private Business Use0.00700TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionAFFILIATED ENTITYRelationshipDescriptionTxt
Transaction$1,063,696TransactionAmt
TransactionGRANTSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, COLUMN (D)FormAndLineReferenceDesc
ExplanationGRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATIONExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$331,764NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH / LOW AVERAGEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPHONESDesc
Contribution427ContributionCnt
Noncash Contributions Rpt F990$76,860NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationAARP FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED. PER THE IRS ISSUED INSTRUCTIONS TO SCHEDULE M, EACH SEPARATE CONTRIBUTION OF PUBLICLY TRADED STOCK WAS TREATED AS AN ITEM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP.
FORM 990, PART VI, SECTION A, LINE 7BTHE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OF DIRECTORS, DESIGNATING A SUCCESSOR. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 FOR AARP FOUNDATION ("FOUNDATION") IS PREPARED BY AN OUTSIDE CONSULTANT AND REVIEWED BY AARP FOUNDATION'S CFO AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE AARP FOUNDATION BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, 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 15ATHROUGH ITS SHARED SERVICES AGREEMENT WITH AARP, AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION REVIEWS. AARP HAS A COMPETITIVE POSITION IN THE MARKETPLACE THAT CONSIDERS RELEVANT FOR-PROFIT AND NOT-FOR-PROFIT DATA SINCE THIS IS THE LANDSCAPE IN WHICH AARP AND ITS AFFILIATES COMPETE FOR TALENT. ESTABLISHING THE APPROPRIATE COMPENSATION FOR POSITIONS AND JOBS CONSIDERS EXTERNAL MARKET PRICING (WHERE POSSIBLE) FROM AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. INTERNAL CRITERIA IS BASED ON A STANDARD APPROACH THAT MEASURES THE INTERNAL VALUE OF POSITIONS, INCLUDING: COMPLEXITY AND SCOPE OF RESPONSIBILITY, SKILL SET AND COMPETENCIES, EDUCATION AND EXPERIENCE, AND THE REPORTING RELATIONSHIP OF THE POSITION. AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION IS MEASURED THROUGH AARP'S PERFORMANCE MANAGEMENT APPROACH AND THEN REWARDED THROUGH AARP'S ANNUAL BASE PAY MERIT AND INCENTIVE AWARD PROGRAMS. THIS PROCESS APPLIES TO ALL EMPLOYEES OF THE FOUNDATION INCLUDING THE PRESIDENT, CFO, AND KEY EMPLOYEES. 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 18AARP FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO.
FORM 990, PART VI, SECTION C, LINE 19AARP FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO.
PART VII, SEC. A, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEESAARP 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP (CONSOLIDATED)
601 E STREET NWWASHINGTONDC20049951985500SOCIAL WELFARE ORGANIZATION DEDICATED TO PERSONS OVER AGE 50DC501(C)(4)N/AN/A0
(no name)
Yes (1)
LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NWWASHINGTONDC20049521194741PUBLIC CHARITY PROVIDING LEGAL ASSISTANCE/EDUCATION TO DC ELDERLY RESIDENTSDC501(C)(3)509(A)(1)0AARP
AARP INSURANCE PLAN
601 E STREET NWWASHINGTONDC20049526069387GRANTOR TRUST HOLDING CERTAIN AARP GROUP HEALTH INSURANCE POLICIESDC501(C)(4)N/A0AARP
WISH OF A LIFETIME
303 EAST 17TH AVE STE 850DENVERCO80203262123649SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/ SHARING LIFELONG WISHESCO501(C)(3)509(A)(1)0AARP
OLDER ADULTS TECHNOLOGY SERVICES
168 7TH STREET SUITE 3ABROOKLYNNY11215550882599HARNESS THE POWER OF TECHNOLOGY TO CHANGE THE WAY WE AGE.NY501(C)(3)509(A)(1)0AARP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AARP FINANCIAL SERVICES CORPORATION
601 E STREET NWWASHINGTONDC20049521367607REAL ESTATE HOLDING COMPANYDEAARPC0
AARP SERVICES INC (CONSOLIDATED)
620 F STREET NWWASHINGTONDC20004522141065QUALITY CONTROL AND RESEARCHDEAARPC0
THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST
5011 HAVEN AVENUEOCEAN CITYNJ08226206379297CHARITABLE REMAINDER TRUSTNJT0N/A
AARP FOUNDATION TRUST
400 HOWARD STREETSAN FRANCISCOCA94105306645384GRANTOR TRUSTCAAARP FOUNDATIONT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP INC - GRANT AWARDS FOR PERFORMANCE OF CHARITABLE ACTIVITIES
B$1,063,696GRANT AGREEMENTS
LEGAL COUNSEL FOR THE ELDERLY - GRANT AWARD FOR PERFORMANCE OF CHARITABLE A
B$300,000GRANT AGREEMENT
WISH OF A LIFETIME
B$13,061CASH CONTRIBUTIONS PAID
AARP INC
C$7,766,838CASH CONTRIBUTIONS RECEIVED
AARP SERVICES INC
C$2,750CASH CONTRIBUTIONS RECEIVED
AARP INC - BOND STANDBY AGREEMENT
E$25,000,000IN THE EVENT OF DEFAULT
AARP INC - IN-KIND ADVERTISING
M$5,028,026PUBLICATION SPACE MARKET VALUE
AARP INC - IN-KIND SHARED SERVICES
M$26,333,619ALLOCABLE COST
AARP INC - WEB AD SPACE
M$100,000WEB SPACE MARKET VALUE
AARP INC - IN-KIND RENT
N$34,228COST
AARP INC - MAINTENANCE
P$823,142COSTS INCURRED
AARP INC - EMPLOYEE SALARY
Q$438,623ACTUAL SALARY FOR TIME REPORTED
AARP INC - 25K ANNUAL FEE LINE OF CREDIT
R$25,000CASH PAID
ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE
R$2,446,704PREMIUMS PAID

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 2(A)(7)FormAndLineReferenceDesc
ExplanationAARP FOUNDATION AND AARP, ITS PARENT ORGANIZATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS.ExplanationTxt