2022-11-09T14:13:40-06:00 2021-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990 2021-01-01 520794300 AARP FOUNDATION AARP 2024343399 601 E STREET NW TAX DEPT WASHINGTON DC 20049 EMILY S ALLEN INTERIM PRESIDENT 2024343399 2022-11-09 1 EMILY ALLEN 999009999 PARVIN VAN ENGER P00955143 2135932300 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z EMILY S ALLEN 601 E STREET NW TAX DEPT WASHINGTON DC 20049 780071090 0 X WWW.AARP.ORG/FOUNDATION X 1961 DC SERVES VULNERABLE PEOPLE OVER 50 BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS. 10 10 356 27077 272847 175849 167121308 161205196 673239 2065479 19272863 90351797 -520867 540627 186546543 254163099 69721631 73303697 0 0 41959162 43610564 1652307 1841697 23831466 59928874 62828201 173261974 181584159 13284569 72578940 636519309 703184035 54627484 55117407 581891825 648066628 X AARP 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. 0 0 82623092 59161444 WORKFORCE 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.ORG 7905298 6339532 987233 BENEFITS 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. 15553799 TAX 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. 12278990 2204096 528953 SOCIAL 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/. 5506180 17500 255461 LITIGATION:AARP FOUNDATION LITIGATION (AFL) IS THE LITIGATING ARM OF AARP FOUNDATION. AFL ADVOCATES IN COURTS NATIONWIDE TO ADVANCE THE LEGAL RIGHTS AND INTERESTS OF PEOPLE 50 AND OLDER BY REPRESENTING THEM IN SIGNIFICANT CASES AND BY WRITING AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS. AFL FOCUSES ON WIDESPREAD PRACTICES OR POLICIES OF INDUSTRY, BUSINESS, OR GOVERNMENT THAT AFFECT OLDER AMERICANS' DAY-TO-DAY LIVES, INCLUDING EMPLOYMENT, PENSIONS, HOUSING, LONGTERM CARE, AND FINANCIAL EXPLOITATION. WWW.AARPFOUNDATION.ORG/LITIGATION 15936116 5581125 293832 CONTRIBUTIONS 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. 33721286 7802721 1078246 139803475 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 1 134 0 1 356 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA IN OK X X PATRICIA D SHANNON 2024343399 601 E STREET NW WASHINGTON DC 20049 X MARC MCDONALD VICE CHAIR 6.00 X 0 0 0 DAVID ADAME BOARD MEMBER 6.00 X 0 0 0 PATRICIA BANKS BOARD MEMBER 6.00 X 0 0 0 SUSAN WERTH BOARD MEMBER 6.00 X 0 0 0 ANN G DAW BOARD MEMBER 6.00 X 0 0 0 LIBBY SARTAIN BOARD CHAIR 6.00 10.00 X 0 0 0 ROBERT BLANCATO BOARD MEMBER 6.00 10.00 X 0 0 0 MARGOT JAMES COPELAND BOARD MEMBER 6.00 10.00 X 0 0 0 GREGORY J DYSON BOARD MEMEBER 6.00 X 0 0 0 BETTY J HUDSON BOARD MEMBER 6.00 X 0 0 0 LISA MARSH RYERSON PRESIDENT (UNTIL 6/10/22) 40.00 X 508822 4431 80756 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 40.00 X 439532 0 72894 JAMI L WYATT SECRETARY 1.00 40.00 X 0 302896 81219 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 40.00 X 371194 12465 73984 WILLIAM A RIVERA SVP - LITIGATION 40.00 X 315472 7579 60178 EMILY S ALLEN SVP - PROGRAMS 40.00 X 358542 0 67597 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 40.00 X 279134 0 78544 PATRICK LANDERS VP - STRATEGY & INNOVATION 40.00 X 272971 0 69942 STEPHEN VENUTE VP - CORP & FDN RELATIONS 40.00 X 276670 0 63613 MARC MCDONALD VP - INTEGRATION 40.00 X 261067 0 69724 STEVEN DELVECCHIO VP - DIRECT RESPONSE 40.00 X 210251 68734 57018 3293655 396105 775469 119 0 1 0 THE MOORE COMPANIES INC 5540 KETCH ROAD PRINCE FREDERICK MD 20678 COMMERCIAL PRINTING SERVICES 4410391 CONCORD LITHO GROUP INC 92 OLD TURNPIKE RD CONCORD NH 03301 PRINTING & DIRECT MARKETING SERVICES 1741144 SLALOM LLC 7900 TYSONS ONE PLACE SUITE 450 MCLEAN VA 22102 DEVELOPMENT SOFTWARE CONSULTING 1711554 CP DIRECT INC 4600 BOSTON WAY LANHAM MD 20706 COMMERCIAL PRINTING SERVICES 1610821 GRACEWORKZ LLC 1311 W BADGER RD MADISON WI 53713 IT PRINTER SERVICE AND IMAGING SUPPLIES 1394602 107 115371 7769588 91724688 61595549 408624 161205196 EXPERIENCE CORPS PROGRAM FEES 900099 528953 528953 1536526 1536526 2065479 20296431 106794 20189637 595963357 525907991 70055366 70055366 160809 69894557 K-1 PARTNERSHIP INCOME 900099 728901 5244 723657 CHARITABLE GIFT ANNUITY SEVERANCE 900099 21402 21402 CHANGE IN VALUE- CHARITABLE GIFT 900099 -209693 -209693 17 17 540627 254163099 2065479 272847 90619577 14472967 14472967 58830730 58830730 2114507 708005 1008217 398285 33481771 24217600 5596408 3667763 1166308 824173 209848 132287 4380816 3118274 761469 501073 2467162 1723569 460430 283163 369702 375334 -5632 167000 167000 1841697 1841697 4774948 4774948 11504562 9343066 1380467 781029 3756630 1821760 897047 1037823 2564029 2538233 14745 11051 7346038 6431954 626485 287599 3272404 2910020 241429 120955 211682 202805 4111 4766 15664 11940 -4951 8675 148675 8446 138012 2217 1562297 780736 578450 203111 PRINTING AND POSTAGE 21411321 7176433 23264 14211624 VOLUNTEER TRAVEL/ACTIVI 1979928 1976132 3796 TELECOMMUNICATION EXPEN 1653638 1594320 30424 28894 TAXES & LICENSES 1071586 253984 752711 64891 1018097 482994 290540 244563 181584159 139803475 17949218 23831466 X 16517099 5244975 0 11272124 1893064 3971589 4701759 8146436 14997156 10682402 1439048 797565 30173648 18164870 13553814 12008778 587702333 656318221 6071530 5927813 5924718 5112604 0 0 235887 218627 636519309 703184035 17792852 18707583 8330839 8091301 240000 25000000 25000000 3263793 3318523 54627484 55117407 X 130846601 151046647 451045224 497019981 581891825 648066628 636519309 703184035 72578940 -6404137 0 X 0 1 X 1 1 1 X 249808214 248393740 263901186 167121307 161205196 1090429643 249808214 248393740 263901186 167121307 161205196 1090429643 298691549 791738094 10040083 11340283 16687555 4941346 20296431 63305698 640882 922364 1197600 524704 1877206 5162756 1158898097 0.68320 0.62140 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 469744289 304187 66463852 17462536 519049792 442770788 377860 40251351 13655710 469744289 307583157 81030355 55109672 952396 442770788 244360170 78113983 -13990060 -900936 307583157 141651935 76682864 26913632 888261 244360170 0.05410 0.94590 0 0 4440000 4440000 22736908 15720139 7016769 2996740 2444731 552009 12008778 CHARITABLE GIFT ANNUITY LIABILITY 3318523 3318523 X 291327411 -6404137 49081012 42676875 248650536 5512563 5512563 254163099 225152608 49081012 49081012 176071596 5512563 5512563 181584159 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. X X X X X X 1 CHAPMAN CUBINE ALLEN AND HUSSEY INC 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 DIRECT MAIL PRODUCTION MANAGEMENT SERVICES 0 0 791595 0 GIFT STRATEGIES LLC 1539 FALLS RIVER AVE SUITE 3 SEEKONK MA 02771 OUTBOUND CALLING SERVICES TO DONORS 0 0 662365 0 BLUE STATE DIGITAL 41 FLATBUSH AVENUE 8TH FL BROOKLYN NY 11217 MARKETING ADVISORY SERVICES 0 0 607867 0 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 MARKETING ADVISORY SERVICES 0 0 73900 0 2135727 AL AK AR CA CT CO DC FL GA HI IL KS KY ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 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 1 AARP 601 E STREET NW WASHINGTON DC 20049 951985500 501(C)(4) 1063696 0 CHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION ACCOUNTING AID SOCIETY 3031 W GRAND BLVD SUITE 470 DETROIT MI 482022411 237310753 501(C)(3) 250000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT 1 LONG WHARF DR STE 1L NEW HAVEN CT 06511 060915531 501(C)(3) 54335 0 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ALAMEDA COUNTY COMMUNITY FOOD BANK 7900 EDGEWATER DR OAKLAND CA 94621 942960297 501(C)(3) 156000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM ALLIANCE TO END HUNGER 425 3RD ST SW STE 1200 WASHINGTON DC 20024 202803848 501(C)(3) 15000 0 MEMBER DUES TO SUPPORT THE ALLIANCE AMANI WOMEN CENTER 3777 CHURCH STREET CLARKSTON GA 30021 208795120 501(C)(3) 50000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM AMERICAN SOCIETY ON AGING 575 MARKET ST STE 2100 SAN FRANCISCO CA 941052869 942292868 501(C)(3) 85000 0 SPONSORSHIP OF THE AGING CONFERENCE AND RISE CURRICULUM COLLABORATION ATLANTA COMMUNITY FOOD BANK 3400 NORTH DESERT DRIVE ATLANTA GA 30344 581376648 501(C)(3) 68995 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM BARREN RIVER AREA DEVELOPMENT DISTRICT 177 GRAHAM AVENUE BOWLING GREEN KY 42101 610674874 GOVT. ENTITY 50000 0 DONATION TO SUPPORT DISASTER RELIEF BAYLOR UNIVERSITY ONE BEAR PLACE 97360 WACO TX 76798 741159753 501(C)(3) 299999 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM BENEFITS DATA TRUST TWO LOGAN SQUARE SUITE 550 PHILADELPHIA PA 19102 203455598 501(C)(3) 540000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM 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 CARE 151 ELLIS STREET NE ATLANTA GA 30303 131685039 501(C)(3) 250000 0 AARP FOUNDATION DISASTER RELIEF GRANT PINAL ALLIANCE FOR ECONOMIC GROWTH 17235 N 75TH AVENUE GLENDALE AZ 85038 860482868 501(C)(3) 62000 0 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CARVER COMMUNITY ORGANIZATION INC 400 SE 8TH ST EVANSVILLE IN 47713 350869030 501(C)(3) 79685 0 GRANTS TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 100000 0 AARP FOUNDATION DISASTER RELIEF GRANT CENTER FOR PAN ASIAN COMMUNITY SERVICES 3510 SHALLOWFORD ROAD NW ATLANTA GA 30341 581437980 501(C)(3) 100981 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM CHICAGO COOK WORKFORCE PARTNERSHIP 69 W WASHINGTON SUITE 2860 CHICAGO IL 60602 364122225 501(C)(3) 5575 0 GRANT TO SUPPORT AARP FOUNDATION'S BACK TO WORK 50+ PROGRAM CHINATOWN SERVICE CENTER 767 N HILL STREET SUITE 400 LOS ANGELES CA 90012 952918844 501(C)(3) 150000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM CITY OF PHOENIX 100 N 3RD ST PHOENIX AZ 850042231 866000256 GOVT. ENTITY 22287 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CITY OF TEMPE 20 E 6TH ST TEMPE AZ 85281 866000262 GOVT. ENTITY 119433 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM CIUDAD NUEVA COMMUNITY OUTREACH 810 N CAMPBELL EL PASO TX 79902 200806957 501(C)(3) 150000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM WEST KENTUCKY ALLIED SERVICES INC PO BOX 736 MAYFIELD KY 42066 610911872 501(C)(3) 50000 0 DONATION TO SUPPORT DISASTER RELIEF COMMUNITY ACTION OF SOUTHERN KENTUCKY 921 BEAUTY AVE BOWLING GREEN KY 42101 610660969 501(C)(3) 50000 0 DONATION TO SUPPORT DISASTER RELIEF THE CONNECTICUT VETERANS LEGAL CENTER 114 BOSTON POST ROAD GROUND FLOOR WEST HAVEN CT 06516 270963659 501(C)(3) 300000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM AREAWIDE COUNCIL ON AGING OF BROWARD COUNTY 5300 HIATUS ROAD SUNRISE FL 33351 591529419 501(C)(3) 149973 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM CUMBERLAND TRACE LEGAL SERVICES (DBA KENTUCKY LEGAL AID) 1700 DESTINY LANE BOWLING GREEN KY 42104 610916523 501(C)(3) 100000 0 DONATION TO SUPPORT DISASTER RELIEF DC CENTRAL KITCHEN 19 I ST NW WASHINGTON DC 20001 521584936 501(C)(3) 60000 0 GENERAL SUPPORT AND SPONSORSHIP OF THE 2021 CAPITAL FOOD FIGHT EAST SIDE LEARNING CENTER 740 YORK AVE SAINT PAUL MN 55106 043699678 501(C)(3) 310193 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ECUMENICAL SOCIAL ACTION COMMITTEE 434 JAMAICAWAY JAMAICA PLAIN MA 02130 042455301 501(C)(3) 450000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM FAST FORWARD 3223 DEVINE ST STE 3 COLUMBIA SC 29205 542158648 501(C)(3) 50000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM FEEDING AMERICA KENTUCKY'S HEARTLAND INC 313 PETERSON DR ELIZABETHTOWN KY 42702 611043635 501(C)(3) 100000 0 DONATION TO SUPPORT DISASTER RELIEF FEEDING TEXAS 1524 S IH 35 SUITE 342 AUSTIN TX 78704 742762542 501(C)(3) 200000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM FEEDING THE GULF COAST 5248 MOBILE SOUTH STREET THEODORE AL 36582 630821997 501(C)(3) 385000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM FOOD RESEARCH AND ACTION CENTER TOTAL 1200 18TH ST NW STE 400 WASHINGTON DC 20036 237200739 501(C)(3) 10000 0 SPONSORSHIP OF THE ANTI-HUNGER POLICY CONFERENCE FOUNDATION FOR SOCIAL CONNECTION 900 16TH STREET SUITE 400 WASHINGTON DC 20006 861322969 501(C)(3) 169245 0 GRANT TO SUPPORT AARP FOUNDATION'S SOCIAL CONNECTION PROGRAM GENERATIONS INCORPORATED 25 KINGSTON ST 4TH FL BOSTON MA 02111 043227007 501(C)(3) 395770 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVE STE 200 CLEVELAND OH 44103 341356768 501(C)(3) 133305 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM HELPAGE USA 1730 M STREET NW NO 1000 WASHINGTON DC 20036 271071179 501(C)(3) 250000 0 AARP FOUNDATION DISASTER RELIEF GRANT HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 760311190 501(C)(3) 205639 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM HUNGER FREE AMERICA 50 BROAD STREET STE 1103 NEW YORK NY 10004 133471350 501(C)(3) 149999 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM INFO LINE OF SAN DIEGO COUNTY 3860 CALLE FORTUNADA STE 101 SAN DIEGO CA 92123 331029843 501(C)(3) 259990 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM JASA (JEWISH ASSOCIATION FOR SERVICES FOR THE AGED) 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 132620896 501(C)(3) 100000 0 AARP FOUNDATION DISASTER RELIEF GRANT JEFFERSON STATE COMMUNITY COLLEGE 2601 CARSON RD BIRMINGHAM AL 35215 630501357 GOVT. ENTITY 10000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM JEWISH VOCATIONAL SERVICE INC 75 FEDERAL STREET BOSTON MA 02110 042104357 501(C)(3) 50000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM JOBS FOR THE FUTURE INC 88 BROAD ST FL 8 BOSTON MA 02110 061164568 501(C)(3) 100000 0 SPONSORSHIP OF THE HORIZONS NATIONAL SUMMIT KANSAS DEPARTMENT FOR CHILDREN AND FAMILIES 555 S KANSAS AVENUE TOPEKA KS 66603 481124839 GOVT. ENTITY 50000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 953135649 501(C)(3) 25000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 501(C)(3) 300000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM LEGAL SERVICES OF NORTH WEST JERSEY 90 EAST MAIN STREET THIRD FL SOMERVILLE NJ 08876 222092489 501(C)(3) 100000 0 AARP FOUNDATION DISASTER RELIEF GRANT LOUISIANA CHAMBER OF COMMERCE FOUNDATION 3541 RUE MICHELLE NEW ORLEANS LA 70131 832128501 501(C)(3) 300000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM MEALS ON WHEELS AMERICA 413 N LEE ST ALEXANDRIA VA 22314 237447812 501(C)(3) 50000 0 GENERAL SUPPORT METROPOLITAN FAMILY SERVICE 230 NE 2ND AVE STE 2 HILLSBORO OR 97124 930397825 501(C)(3) 162989 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM MIDWEST ASIAN HEALTH ASSOCIATION 230 W CERMAK ROAD 2ND FL CHICAGO IL 60616 364526722 501(C)(3) 200000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM MRELIEF 233 N MICHIGAN AVENUE CHICAGO IL 60601 473559589 501(C)(3) 260000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM NATIONAL HISPANIC COUNCIL ON AGING 734 15TH ST NW STE 1050 WASHINGTON DC 20005 521306347 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL WOMENS HISTORY MUSEUM 205 S WHITING ST STE 254 ALEXANDRIA VA 22304 541801426 501(C)(3) 250000 0 DONATION 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 425 WASHINGTON DC 20036 521122531 501(C)(3) 15000 0 SPONSORSHIP OF THE NATIONAL CONSUMER VOICE CONFERENCE NEW MEXICO CENTER LAWPOVERTY 924 PARK AVENUE SW STE C ALBUQUERQUE NM 87102 850437960 501(C)(3) 300000 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM NORC AT THE UNIVERSITY OF CHICAGO 1155 E 60TH ST CHICAGO IL 60637 362177139 501(C)(3) 14891 0 GRANT TO SUPPORT AARP FOUNDATIONS SOCIAL CONNECTIVITY PROGRAM NEW SOLUTIONS 3811 N FAIRFAX DRIVE STE 900 ARLINGTON VA 22203 522003078 501(C)(3) 225000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM PENNYRILE ALLIED COMMUNITY SERVICES INC 1100 S LIBERTY STREET HOPKINSVILLE KY 42241 610862133 501(C)(3) 50000 0 DONATION TO SUPPORT DISASTER RELIEF PENNYRILE AREA DEVELOPMENT DISTRICT 300 HAMMOND DRIVE HOPKINSVILLE KY 42240 610702271 GOVT. ENTITY 50000 0 DONATION TO SUPPORT DISASTER RELIEF PHILADELPHIA CHINATOWN DEVELOPMENT CORP 301 N 9TH STREET PHILADELPHIA PA 19107 237439723 501(C)(3) 372738 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM PURCHASE AREA DEVELOPMENT DISTRICT INC 1002 MEDICAL DRIVE MAYFIELD KY 42066 610703486 501(C)(3) 50000 0 DONATION TO SUPPORT DISASTER RELIEF READ TO SUCCEED BUFFALO INC 392 PEARL ST STE 100 BUFFALO NY 14202 263606661 501(C)(3) 90000 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ROOT CAUSE COALITION 1801 RICHARDS RD TOLEDO OH 43607 475126498 501(C)(3) 60000 0 GENERAL SUPPORT AND SPONSORSHIP OF SUMMIT SACRAMENTO FOOD BANK AND FAMILY SERVICES 3333 3RD AVENUE SACRAMENTO CA 95817 943315566 501(C)(3) 114000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA PKWY SAN ANTONIO TX 78227 742122979 501(C)(3) 70000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM SAN FRANCISCO-MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 943041517 501(C)(3) 184000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM SC THRIVE 2211 ALPINE ROAD EXTENSION COLUMBIA SC 29223 901011409 501(C)(3) 356845 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA 700 EDWARDS AVENUE NEW ORLEANS LA 70123 720956468 501(C)(3) 300000 0 AARP FOUNDATION DISASTER RELIEF GRANT SELFHELP COMMUNITY SERVICES 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 135654450 501(C)(3) 100000 0 AARP FOUNDATION DISASTER RELIEF GRANT SENIORLAW CENTER 100 SOUTH BROAD ST STE 1810 PHILADELPHIA PA 19110 232169936 501(C)(3) 200000 0 AARP FOUNDATION DISASTER RELIEF GRANT SEQUOIA LIVING INC 1525 POST ST SAN FRANCISCO CA 94109 941437728 501(C)(3) 122000 0 DONATION TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM SERVICES AND ADVOCACY FOR GLBT ELDERS 305 7TH AVE 15TH FL NEW YORK NY 10001 132947657 501(C)(3) 25000 0 GENERAL SUPPORT SMITHSONIAN INSTITUTION 1000 JEFFERSON DR SW WASHINGTON DC 20560 530206027 501(C)(3) 10000 0 GENERAL SUPPORT SOUTHEAST LOUISIANA LEGAL SERVICES CORP 1340 POYDRAS STREET NO 600 NEW ORLEANS LA 70112 720877422 501(C)(3) 470000 0 AARP FOUNDATION DISASTER RELIEF GRANT ST BERNARD PROJECT INC 8324 PARC PLACE NEW ORLEANS LA 70119 262189665 501(C)(3) 400000 0 AARP FOUNDATION DISASTER RELIEF GRANT AND GENERAL SUPPORT TEXAS IMPACT FOUNDATION 200 EAST 30TH STREET AUSTIN TX 78705 742989021 501(C)(3) 25000 0 GRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L ST NW STE 901 WASHINGTON DC 20005 521256181 501(C)(3) 50000 0 SPONSORSHIP OF THE ANNUAL SCIENTIFIC MEETING THE MEMORIAL FOUNDATION INC 633 PENNSYLVANIA AVE NW FLR 3 WASHINGTON DC 20004 460758941 501(C)(3) 25000 0 SPONSORSHIP OF THE FEED THE HUNGRY EVENT UNITEDHEALTHCARE CHILDRENS FOUNDATION 9700 HEALTHCARE LN MN017-W400 MINNETONKA MN 55343 522177891 501(C)(3) 15000 0 SPONSORSHIP OF THE UHCCF MINNESOTA GOLF CLASSIC UNITED WAY OF GREATER ATLANTA INC 40 COURTLAND ST ATLANTA GA 30303 580566194 501(C)(3) 67000 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM UNITED WAY OF GREENVILLE COUNTY INC 105 EDINBURGH COURT GREENVILLE SC 29607 570362066 501(C)(3) 222065 0 GRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM UNITED WAY OF KENTUCKY INC 334 E BROADWAY STE 325 LOUISVILLE KY 40202 311106795 501(C)(3) 300000 0 DONATION TO SUPPORT DISASTER RELIEF UNITED WAY OF SOUTHEAST LOUISIANA 2515 CANAL STREET NEW ORLEANS LA 70119 720471369 501(C)(3) 400000 0 AARP FOUNDATION DISASTER RELIEF GRANT UNITED WAY NORTHERN NEW JERSEY 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 221487247 501(C)(3) 100000 0 AARP FOUNDATION DISASTER RELIEF GRANT UNITED WAY OF SOUTHWEST ALABAMA PO DRAWER 89 MOBILE AL 36601 630351568 501(C)(3) 150000 0 AARP FOUNDATION DISASTER RELIEF GRANT WISH OF A LIFETIME 303 EAST 17TH AVENUE STE 850 DENVER CO 80203 262123649 501(C)(3) 13061 0 GENERAL SUPPORT WOMENS OPPORTUNITIES RESOURCE CENTER 2010 CHESTNUT ST PHILADELPHIA PA 19103 232741508 501(C)(3) 10000 0 GENERAL SUPPORT WORKFORCE MID-SOUTH INC 155 ANGELUS STREET MEMPHIS TN 38104 850869795 GOVT. ENTITY 50000 0 GRANT TO SUPPORT AARP FOUNDATION'S WORKFORCE PROGRAM YWCA USA 1020 19TH ST NW STE 750 WASHINGTON DC 20036 131624103 501(C)(3) 25000 0 GENERAL SUPPORT 92 1 SCSEP ENROLLEE WAGES AND BENEFITS 9460 58432660 EXPERIENCE CORPS MENTORING & TUTORING STIPENDS 346 383070 EMPLOYEE DISASTER RECOVERY 3 15000 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 0 0 0 1 1 0 0 0 0 LISA MARSH RYERSON PRESIDENT (UNTIL 6/10/22) 381308 4431 123739 0 3775 0 11600 46893 22263 0 542685 51324 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 346496 0 89138 0 3898 0 11600 46893 14401 0 465533 46893 0 0 DAVID WHITEHEAD SVP & CHIEF DEVELOPMENT OFFICER 292648 12465 75156 0 3390 0 11600 46893 15491 0 398285 59358 0 0 EMILY S ALLEN SVP - PROGRAMS 276890 0 77905 0 3747 0 11600 46893 9104 0 379246 46893 0 0 JAMI L WYATT SECRETARY 0 241998 0 59717 0 1181 0 58493 0 22726 0 384115 0 0 WILLIAM A RIVERA SVP - LITIGATION 249118 7579 65430 0 924 0 11600 46893 1685 0 328757 54472 0 0 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPERATIONS 220549 0 56793 0 1792 0 11094 44846 22604 0 312832 44846 0 0 PATRICK LANDERS VP - STRATEGY & INNOVATION 218050 0 53789 0 1132 0 10874 43956 15112 0 298957 43956 0 0 STEPHEN VENUTE VP - CORP & FDN RELATIONS 220451 0 54336 0 1883 0 10991 44433 8189 0 295850 44433 0 0 STEVEN DELVECCHIO VP - DIRECT RESPONSE 146741 68734 59990 0 3520 0 11019 44543 1456 0 222726 113277 0 0 MARC MCDONALD VP - INTEGRATION 208374 0 52093 0 600 0 10419 42118 17187 0 288673 42118 0 0 PART I, LINE 1A ALL NON-EMPLOYEE OFFICERS AND DIRECTORS FOR AARP FOUNDATION SERVE ON A VOLUNTEER BASIS AND ARE NOT COMPENSATED FOR THEIR GENEROUS COMMITMENT TO AARP FOUNDATION. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REIMBURSED BY AARP FOUNDATION FOR TRAVEL AND SUBSISTENCE COSTS INCURRED IN CARRYING OUT THEIR DUTIES. 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 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. A DISTRICT OF COLUMBIA 536001131 254839H48 2004-10-21 25000000 PURCHASE OF OFFICE SPACE 0 0 0 A 25000000 23688767 1311233 2004 0 0 1 1 A 0 0 0 0 0.00700 0.00700 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 AARP INC AFFILIATED ENTITY 1063696 GRANTS 0 PART IV, COLUMN (D) GRANTS FOR PERFORMANCE OF CHARITABLE ACTIVITIES ON BEHALF OF AARP FOUNDATION X 16 331764 HIGH / LOW AVERAGE X PHONES 427 76860 MARKET VALUE 0 1 0 PART I, COLUMN (B): AARP FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED. PER THE IRS ISSUED INSTRUCTIONS TO SCHEDULE M, EACH SEPARATE CONTRIBUTION OF PUBLICLY TRADED STOCK WAS TREATED AS AN ITEM. FORM 990, PART VI, SECTION A, LINE 7A THE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. FORM 990, PART VI, SECTION A, LINE 7B THE AARP BOARD OF DIRECTORS APPOINTS UP TO TEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OF DIRECTORS, DESIGNATING A SUCCESSOR. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 FOR AARP FOUNDATION ("FOUNDATION") IS PREPARED BY AN OUTSIDE CONSULTANT AND REVIEWED BY AARP FOUNDATION'S CFO AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE AARP FOUNDATION BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS AND EMPLOYEES (INCLUDING OFFICERS) ARE REQUIRED TO REVIEW THE CODE OF CONDUCT, FORMALLY ACKNOWLEDGE THEIR UNDERSTANDING OF THE CODE, AND DISCLOSE ANY REAL OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURES ARE REVIEWED BY APPROPRIATE MANAGEMENT (OR IN THE CASE OF A BOARD MEMBER, THE BOARD CHAIR, AND IF NECESSARY, THE BOARD OF DIRECTORS), AND THE ETHICS & COMPLIANCE OFFICE. THE APPROPRIATE 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. 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 18 AARP FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. FORM 990, PART VI, SECTION C, LINE 19 AARP FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. PART VII, SEC. A, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES AARP FOUNDATION HAS A STANDARD 40 HOUR WORK WEEK AND THE AVERAGE HOURS ARE DISCLOSED ON FORM 990. OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OFTEN WORK IN EXCESS OF THAT AMOUNT. 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 1 LEGAL COUNSEL FOR THE ELDERLY 601 E STREET NW WASHINGTON DC 20049 521194741 PUBLIC CHARITY PROVIDING LEGAL ASSISTANCE/EDUCATION TO DC ELDERLY RESIDENTS DC 501(C)(3) 509(A)(1) AARP 0 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 AVE 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 168 7TH STREET SUITE 3A BROOKLYN NY 11215 550882599 HARNESS THE POWER OF TECHNOLOGY TO CHANGE THE WAY WE AGE. NY 501(C)(3) 509(A)(1) AARP 0 AARP FINANCIAL SERVICES CORPORATION 601 E STREET NW WASHINGTON DC 20049 521367607 REAL ESTATE HOLDING COMPANY DE AARP C 0 AARP SERVICES INC (CONSOLIDATED) 620 F STREET NW WASHINGTON DC 20004 522141065 QUALITY CONTROL AND RESEARCH DE AARP C 0 THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST 5011 HAVEN AVENUE OCEAN CITY NJ 08226 206379297 CHARITABLE REMAINDER TRUST NJ N/A T 0 AARP FOUNDATION TRUST 400 HOWARD STREET SAN FRANCISCO CA 94105 306645384 GRANTOR TRUST CA AARP FOUNDATION T 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 AARP INC - GRANT AWARDS FOR PERFORMANCE OF CHARITABLE ACTIVITIES B 1063696 GRANT AGREEMENTS LEGAL COUNSEL FOR THE ELDERLY - GRANT AWARD FOR PERFORMANCE OF CHARITABLE A B 300000 GRANT AGREEMENT WISH OF A LIFETIME B 13061 CASH CONTRIBUTIONS PAID AARP INC C 7766838 CASH CONTRIBUTIONS RECEIVED AARP SERVICES INC C 2750 CASH CONTRIBUTIONS RECEIVED AARP INC - BOND STANDBY AGREEMENT E 25000000 IN THE EVENT OF DEFAULT AARP INC - IN-KIND ADVERTISING M 5028026 PUBLICATION SPACE MARKET VALUE AARP INC - IN-KIND SHARED SERVICES M 26333619 ALLOCABLE COST AARP INC - WEB AD SPACE M 100000 WEB SPACE MARKET VALUE AARP INC - IN-KIND RENT N 34228 COST AARP INC - MAINTENANCE P 823142 COSTS INCURRED AARP INC - EMPLOYEE SALARY Q 438623 ACTUAL SALARY FOR TIME REPORTED AARP INC - 25K ANNUAL FEE LINE OF CREDIT R 25000 CASH PAID ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE R 2446704 PREMIUMS PAID SCHEDULE R, PART V, LINE 2(A)(7) AARP FOUNDATION AND AARP, ITS PARENT ORGANIZATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS.