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AARP FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AARP FOUNDATION (EIN 52-0794300)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202503119349302435
Schema version
2024v5.2
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)
Return2025-11-07T11:38:52-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 A9-238AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAIRE CASEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2024343399PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPARVIN VAN ENGERPreparerPersonNm
PTINP00955143PTIN
Phone2135932300PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCLAIRE CASEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E STREET NW A9-238AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$456,152,018GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AARP.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionCREATES AND ADVANCES EFFECTIVE SOLUTIONS TO REDUCE POVERTY FOR AND WITH OLDER ADULTS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee368TotalEmployeeCnt
Total Volunteers29055TotalVolunteersCnt
Total Gross UBI$410,321TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$159,936,565PYContributionsGrantsAmt
CY Contributions Grants$161,702,645CYContributionsGrantsAmt
PY Program Service Revenue$433,652PYProgramServiceRevenueAmt
CY Program Service Revenue$382,911CYProgramServiceRevenueAmt
PY Investment Income$14,448,144PYInvestmentIncomeAmt
CY Investment Income$40,788,745CYInvestmentIncomeAmt
PY Other Revenue$431,276PYOtherRevenueAmt
CY Other Revenue$57,832CYOtherRevenueAmt
PY Total Revenue$175,249,637PYTotalRevenueAmt
CY Total Revenue$202,932,133CYTotalRevenueAmt
PY Grants And Similar Paid$77,156,051PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$78,892,484CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,053,229PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$46,368,884CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,936,330PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,670,972CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,872,543CYTotalFundraisingExpenseAmt
PY Other Expenses$67,779,888PYOtherExpensesAmt
CY Other Expenses$67,449,933CYOtherExpensesAmt
PY Total Expenses$191,925,498PYTotalExpensesAmt
CY Total Expenses$194,382,273CYTotalExpensesAmt
PY Revenues Less Expenses-$16,675,861PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,549,860CYRevenuesLessExpensesAmt
Total Assets BOY$693,172,214TotalAssetsBOYAmt
Total Assets EOY$727,968,863TotalAssetsEOYAmt
Total Liabilities BOY$57,579,121TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,845,063TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$635,593,093NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$673,123,800NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAARP FOUNDATION CREATES AND ADVANCES EFFECTIVE SOLUTIONS TO REDUCE POVERTY FOR AND WITH OLDER ADULTS.SEE SCHEDULE OAARP FOUNDATION (THE "FOUNDATION") WORKS FOR AND WITH VULNERABLE PEOPLE OVER 50 TO END SENIOR POVERTY AND REDUCE FINANCIAL HARDSHIP BY BUILDING ECONOMIC OPPORTUNITY. AS A CHARITABLE AFFILIATE OF AARP, THE FOUNDATION SERVES AARP MEMBERS AND NONMEMBERS ALIKE. THROUGH VIGOROUS LEGAL ADVOCACY AND EVIDENCE-BASED SOLUTIONS, AND BY STRENGTHENING SUPPORTIVE COMMUNITY CONNECTIONS, THE FOUNDATION FOSTERS RESILIENCE AND RESTORES HOPE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$97,059,898ExpenseAmt
Grant$69,215,997GrantAmt
Revenue$0RevenueAmt
DescECONOMIC MOBILITY PROGRAMS PROVIDE DIRECT SERVICES NATIONWIDE TO OLDER ADULTS WITH LOW INCOME WHO ARE SEEKING TRAINING AND EMPLOYMENT. THIS INCLUDES THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP), BACK TO WORK 50+, AND OTHER WORKFORCE DEVELOPMENT INITIATIVES, WHICH CONNECT UNEMPLOYED ADULTS AGE 55 AND OLDER WITH TRAINING OPPORTUNITIES, SKILL-BUILDING EXPERIENCES, AND EMPLOYMENT PATHWAYS THROUGH PARTNERSHIPS WITH LOCAL NON-PROFITS, PUBLIC AGENCIES, AND EMPLOYERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$23,269,613ExpenseAmt
Grant$1,580,922GrantAmt
Revenue$221,971RevenueAmt
DescVOLUNTEER PROGRAMS PROVIDE SUPPORT FOR TEAMS OF VOLUNTEERS THAT HELP OLDER ADULTS WITH LOW INCOME AND BRING A SENSE OF PURPOSE BACK INTO THE LIVES OF OLDER ADULT VOLUNTEERS. THIS INCLUDES AARP FOUNDATION TAX-AIDE, WHICH RELIES ON MORE THAN 28,000 VOLUNTEERS NATIONWIDE TO PROVIDE FREE TAX PREPARATION AND FILING ASSISTANCE, ESPECIALLY TO OLDER ADULTS WITH LOW TO MODERATE INCOME. TAX-AIDE VOLUNTEERS ARE TRAINED AND IRS-CERTIFIED ANNUALLY AND TYPICALLY HELP TAXPAYERS RECEIVE CLOSE TO $1 BILLION IN REFUNDS AND CREDITS EVERY YEAR. ADDITIONAL PROGRAMS INCLUDE EXPERIENCE CORPS, A COMMUNITY-BASED, 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,598,447ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescLITIGATION PROGRAMS ENGAGE IN LITIGATION TO ENSURE THAT OLDER ADULTS HAVE A VOICE AND PROPER REPRESENTATION IN THE LEGAL SYSTEM. THE FOUNDATION'S ATTORNEYS FILE AND SUPPORT LAWSUITS THAT HAVE A SIGNIFICANT IMPACT ON SENIOR POVERTY BY REDUCING BARRIERS TO EMPLOYMENT, INCREASING ACCESS TO PUBLIC AND PRIVATE BENEFITS, AND PROTECTING CONSUMERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$8,791,477$3,698,530$0FINANCIAL WELLBEING PROGRAMS PROVIDE SUPPORT TO HELP OLDER ADULTS WITH LOW INCOME MAXIMIZE THE PUBLIC BENEFITS FOR WHICH THEY ARE ELIGIBLE AND THEREBY IMPROVE THEIR FINANCIAL WELLBEING. THIS INCLUDES SERVICES THAT ENABLE OLDER ADULTS TO ENROLL IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) FOR FOOD ASSISTANCE, AS WELL AS MEDICAID, MEDICARE SAVINGS PROGRAMS, AND THE LOW-INCOME SUBSIDY PROGRAM TO AFFORD HEALTHCARE AND PRESCRIPTION MEDICATIONS.
$16,519,970$4,397,035$160,940OTHER PROGRAMS AND SERVICES - THE FOUNDATION ACHIEVES ITS GOALS THROUGH VARIOUS OTHER PROGRAMMATIC ACTIVITIES DESIGNED TO ASSIST OLDER ADULTS, INCLUDING DISASTER RESPONSE, GRANTS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS, AS WELL AS EXPENSES ASSOCIATED WITH MANAGING, DEVELOPING, AND EVALUATING THE SUCCESS AND IMPACT OF PROGRAMS.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$25,311,447TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$8,095,565TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$160,940TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$152,239,405TotalProgramServiceExpensesAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
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 ActivitiesYes (1)ForeignActivitiesInd
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 Document120IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee368EmployeeCnt
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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 FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
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 (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROSANNA MARQUEZ
BOARD MEMBER3.005.00Yes (X)$0$913$0
BETTY J HUDSON
BOARD MEMBER3.000.00Yes (X)$0$0$0
NOREEN GILLEN
BOARD MEMBER3.000.00Yes (X)$0$0$0
GREGORY J DYSON
BOARD MEMBER3.000.00Yes (X)$0$0$0
ELAINE BOLTZ
BOARD MEMBER3.000.00Yes (X)$0$0$0
SAILESH CHUTANI
BOARD MEMBER3.000.00Yes (X)$0$0$0
ROBERT BLANCATO
BOARD MEMBER3.007.00Yes (X)$0$0$0
PATRICIA BANKS
BOARD MEMBER3.000.00Yes (X)$0$0$0
LOFTON HOLDER
BOARD MEMBER (AS OF 9/2024)3.000.00Yes (X)$0$0$0
BETH CHANDLER
BOARD MEMBER (AS OF 9/2024)3.000.00Yes (X)$0$0$0
ANN G DAW
BOARD MEMBER (UNTIL 6/2024)3.000.00Yes (X)$0$0$0
LIBBY SARTAIN
CHAIR6.005.00Yes (X)$0$0$0
CLAIRE CASEY
PRESIDENT40.000.00Yes (X)$490,291$61,041$57,076Yes (X)
SUSAN WERTH
VICE CHAIR (AS OF 6/2024)3.000.00Yes (X)$0$0$0
DIANE D MILLER
VICE CHAIR (UNTIL 6/2024)3.000.00Yes (X)$0$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT40.000.00$492,831$0$64,466Yes (X)
JAMI WYATT
SECRETARY1.0040.00$0$333,112$73,612Yes (X)
ALEXANDER VAN KEMENADE
SVP - IMPACT & ANALYTICS (AS OF 8/19/24)40.000.00$194,327$0$7,575Yes (X)
WILLIAM A RIVERA
SVP - LITIGATION40.000.00$363,132$10,405$48,456Yes (X)
BRITTANY FEINSON
SVP - MARKETING & COMMUNICATIONS40.000.00$338,169$0$76,378Yes (X)
EMILY S ALLEN
SVP - PROGRAMS40.000.00$386,451$0$57,723Yes (X)
SHELLEY GOODE
SVP & CHIEF DEV OFFICER (AS OF 4/1/24)40.000.00$225,856$0$42,669Yes (X)
MINDY FELDBAUM
DIRECTOR - PROGRAMS40.000.00$284,680$0$40,456Yes (X)
STEPHEN VENUTE
VP - CORP & FDN RELS (UNTIL 11/4/24)40.000.00$300,886$0$46,132Yes (X)
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPS40.000.00$320,498$0$71,849Yes (X)
MARC MCDONALD
VP - INTEGRATION (UNTIL 4/12/24)40.000.00$317,264$0$11,422Yes (X)
KELLY BAGBY
VP - LITIGATION40.000.00$296,136$2,358$57,613Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,010,521TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$407,829TotReportableCompRltdOrgAmt
Total Other Compensation$655,427TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K142IndivRcvdGreaterThan100KCnt
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$3,828,179
CONCORD LITHO GROUP
92 OLD TURNPIKE ROADCONCORDNH03301STRATEGIC & CREATIVE MARKETING SERVICES$3,507,994
CP DIRECT INC
4600 BOSTON WAYLANHAMMD20706COMMERCIAL PRINTING SERVICES$1,682,328
SLALOM INC
SLALOM HAWK TOWER 255 S KING ST SSEATTLEWA98104TECHNOLOGY & OTHER SERVICES$1,652,245
BSC ACQUISTION SUB LLC
7702 PLANTATION RDROANOKEVA24019DIRECT MAIL SERVICES$1,461,123
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K111CntrctRcvdGreaterThan100KCnt
Federated Campaigns$95,767FederatedCampaignsAmt
Related Organizations$614,383RelatedOrganizationsAmt
Government Grants$103,834,115GovernmentGrantsAmt
All Other Contributions$57,158,380AllOtherContributionsAmt
Noncash Contributions$473,638NoncashContributionsAmt
Total Contributions$161,702,645TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$382,911TotalRevenueColumnAmt
Related Or Exempt Func Income$382,911RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$382,911TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,724,160TotalRevenueColumnAmt
Unrelated Business Revenue$240,970UnrelatedBusinessRevenueAmt
Exclusion$11,483,190ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$282,284,470SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$253,218,375SecuritiesAmt
Other$1,510OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$29,066,095SecuritiesAmt
Other-$1,510OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,064,585TotalRevenueColumnAmt
Unrelated Business Revenue$169,351UnrelatedBusinessRevenueAmt
Exclusion$28,895,234ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CGA SEVERANCE/CHANGE IN VALUE900099$37,519$37,519
MISCELLANEOUS INCOME900099$20,313$20,313
FieldValueIRS element (for citing)
Other Revenue Total$57,832OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$202,932,133TotalRevenueColumnAmt
Related Or Exempt Func Income$382,911RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$410,321UnrelatedBusinessRevenueAmt
Exclusion$40,436,256ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,895,997TotalAmt
Program Services$10,895,997ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$67,996,487TotalAmt
Program Services$67,996,487ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,658,753TotalAmt
Program Services$991,216ProgramServicesAmt
Management And General$1,420,372ManagementAndGeneralAmt
Fundraising$247,165FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$35,189,480TotalAmt
Program Services$24,979,187ProgramServicesAmt
Management And General$5,039,357ManagementAndGeneralAmt
Fundraising$5,170,936FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,224,245TotalAmt
Program Services$846,619ProgramServicesAmt
Management And General$190,959ManagementAndGeneralAmt
Fundraising$186,667FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,597,345TotalAmt
Program Services$3,420,407ProgramServicesAmt
Management And General$759,131ManagementAndGeneralAmt
Fundraising$417,807FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,699,061TotalAmt
Program Services$1,815,126ProgramServicesAmt
Management And General$479,158ManagementAndGeneralAmt
Fundraising$404,777FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$782,335TotalAmt
Program Services$765,000ProgramServicesAmt
Management And General$17,335ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$176,000TotalAmt
Management And General$176,000ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,670,972TotalAmt
Fundraising$1,670,972FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,553,224TotalAmt
Management And General$3,553,224ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,387,760TotalAmt
Program Services$8,961,877ProgramServicesAmt
Management And General$3,055,344ManagementAndGeneralAmt
Fundraising$1,370,539FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,326,862TotalAmt
Program Services$2,323,682ProgramServicesAmt
Management And General$1,457,038ManagementAndGeneralAmt
Fundraising$546,142FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$718,651TotalAmt
Program Services$675,387ProgramServicesAmt
Management And General$33,144ManagementAndGeneralAmt
Fundraising$10,120FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,773,081TotalAmt
Program Services$8,001,509ProgramServicesAmt
Management And General$732,406ManagementAndGeneralAmt
Fundraising$39,166FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,451,936TotalAmt
Program Services$3,059,705ProgramServicesAmt
Management And General$230,665ManagementAndGeneralAmt
Fundraising$161,566FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,400,260TotalAmt
Program Services$1,162,283ProgramServicesAmt
Management And General$159,486ManagementAndGeneralAmt
Fundraising$78,491FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$314,059TotalAmt
Program Services$238,647ProgramServicesAmt
Management And General$64,912ManagementAndGeneralAmt
Fundraising$10,500FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$860,259TotalAmt
Program Services$480,865ProgramServicesAmt
Management And General$223,116ManagementAndGeneralAmt
Fundraising$156,278FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$771,979TotalAmt
Program Services$432,075ProgramServicesAmt
Management And General$199,892ManagementAndGeneralAmt
Fundraising$140,012FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & POSTAGE$20,512,033$7,457,149$17,160$13,037,724
VOLUNTEER EXPENSES$4,577,772$4,522,202$55,570$0
TELECOMMUNICATION EXPEN$2,700,123$2,634,833$33,453$31,837
MISCELLANEOUS EXPENSE$621,615$295,191$223,455$102,969

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$521,984TotalAmt
Program Services$283,961ProgramServicesAmt
Management And General$149,148ManagementAndGeneralAmt
Fundraising$88,875FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$194,382,273TotalAmt
Program Services$152,239,405ProgramServicesAmt
Management And General$18,270,325ManagementAndGeneralAmt
Fundraising$23,872,543FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$16,494,859TotalAmt
Program Services$6,130,658ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$10,364,201FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,682,897BOYAmt
EOY$2,523,260EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,414,940BOYAmt
EOY$8,740,371EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,386,038BOYAmt
EOY$15,918,842EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$3,393EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$786,877BOYAmt
EOY$788,385EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,037,140LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$21,147,116LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,195,899BOYAmt
EOY$9,890,024EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$330,281,615BOYAmt
EOY$337,328,814EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$325,740,066BOYAmt
EOY$348,948,280EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,499,775BOYAmt
EOY$3,660,647EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$184,107BOYAmt
EOY$166,847EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$693,172,214BOYAmt
EOY$727,968,863EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,260,063BOYAmt
EOY$18,107,992EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,422,291BOYAmt
EOY$9,013,108EOYAmt

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$2,896,767BOYAmt
EOY$2,723,963EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,579,121BOYAmt
EOY$54,845,063EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,599,065BOYAmt
EOY$173,668,141EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$475,994,028BOYAmt
EOY$499,455,659EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$635,593,093BOYAmt
EOY$673,123,800EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$693,172,214BOYAmt
EOY$727,968,863EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,549,860ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$28,980,847NetUnrlzdGainsLossesInvstAmt
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$167,121,307CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,205,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,881,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,936,565CurrentTaxYearMinus1YearAmt
Current Tax Year$161,702,644CurrentTaxYearAmt
Total$819,847,654TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$167,121,307CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,205,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,881,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,936,565CurrentTaxYearMinus1YearAmt
Current Tax Year$161,702,644CurrentTaxYearAmt
Total$819,847,654TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,721,633SubstantialContributorsTotAmt
Public Support Total170$814,126,021PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,752,606CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,025,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,165,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,197,284CurrentTaxYearMinus1YearAmt
Current Tax Year$11,724,160CurrentTaxYearAmt
Total$64,864,499TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$524,704CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,877,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,613,647CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,928CurrentTaxYearMinus1YearAmt
Current Tax Year$440,743CurrentTaxYearAmt
Total$10,321,227TotalAmt
FieldValueIRS element (for citing)
Total Support$895,033,380TotalSupportAmt
Public Support CY1700.90960PublicSupportCY170Pct
Public Support PY1700.81480PublicSupportPY170Pct
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):2020 EXPERIENCE CORPS PROGRAM FEES - $268,525 2020 ALL OTHER PROGRAM INCOME - $404,715 2020 CGA SEVERENCE - $117,822 2020 CGA CHANGE IN VALUE - ($266,358) TOTAL 2020 PROGRAM SERVICE & OTHER INCOME - $524,704
PART II, LINE 10 (B):2021 EXPERIENCE CORPS PROGRAM FEES - $528,953 2021 ALL OTHER PROGRAM INCOME - $1,536,526 2021 CGA SEVERENCE - $21,402 2021 CGA CHANGE IN VALUE - ($209,693) 2021 MISCELLANEOUS INCOME - $17 TOTAL 2021 PROGRAM SERVICE & OTHER INCOME - $1,877,206
PART II, LINE 10 (C):2022 EXPERIENCE CORPS PROGRAM FEES - $339,480 2022 ALL OTHER PROGRAM INCOME - $483,091 2022 CGA SEVERENCE - $102,021 2022 CGA CHANGE IN VALUE - ($328,095) 2022 MISCELLANEOUS INCOME - $2,103 2022 SETTLEMENT PAYMENT - $6,015,047 TOTAL 2022 PROGRAM SERVICE & OTHER INCOME - $6,613,647
PART II, LINE 10 (D):2023 ALL OTHER PROGRAM INCOME - $433,652 2023 CGA SEVERENCE - $368,162 2023 CGA CHANGE IN VALUE - ($344,506) 2023 MISCELLANEOUS INCOME - $407,620 TOTAL 2023 PROGRAM SERVICE & OTHER INCOME - $864,928
PART II, LINE 10 (E):2024 ALL OTHER PROGRAM INCOME - $382,911 2024 CGA SEVERENCE - $361,655 2024 CGA CHANGE IN VALUE - ($324,136) 2024 MISCELLANEOUS INCOME - $20,313 TOTAL 2024 PROGRAM SERVICE & OTHER INCOME - $440,743

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$499,254,580BeginningYearBalanceAmt
Contributions$361,656ContributionsAmt
Investment Earnings Or Losses$50,189,695InvestmentEarningsOrLossesAmt
Other Expenditures$24,140,333OtherExpendituresAmt
End Year Balance$525,665,598EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05983BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.94017PrmnntEndowmentBalanceEOYPct
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$23,690,391OtherCostOrOtherBasisAmt
Depreciation$18,754,662DepreciationAmt
Book Value$4,935,729BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,906,749OtherCostOrOtherBasisAmt
Depreciation$2,392,454DepreciationAmt
Book Value$514,295BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,890,024TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BNY INVESTMENT PORTFOLIO$344,284,675F
CHARITABLE GIFT ANNUITIES$4,663,605F
FieldValueIRS element (for citing)
Total Book Value Securities$348,948,280TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY LIABILITYDesc
Amt$2,723,963Amt
FieldValueIRS element (for citing)
Total Liability$2,723,963TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$293,730,780TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$28,980,847NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$65,369,514DonatedServicesAndUseFcltsAmt
Revenue Not Reported$94,350,361RevenueNotReportedAmt
Revenue Subtotal$199,380,419RevenueSubtotalAmt
Other Revenues Not Included$3,551,714OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,551,714RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$202,932,133TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$256,200,073TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$65,369,514DonatedServicesUseFcltsAmt
Other Expenses Included$1,510OtherExpensesIncludedAmt
Expenses Not Reported$65,371,024ExpensesNotReportedAmt
Expenses Subtotal$190,829,049ExpensesSubtotalAmt
Other Expenses Not Included$3,553,224OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,553,224ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$194,382,273TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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 IN THE FINANCIAL STATEMENTS 3,553,224. LOSS ON DISPOSAL OF FIXED ASSETS -1,510.
PART XII, LINE 2D - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF FIXED ASSETS 1,510.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES TREATED AS CONTRA-REVENUE IN THE FINANCIAL STATEMENTS 3,553,224.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00BNY INVESTMENT PORTFOLIO$115,339,152
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00BNY INVESTMENT PORTFOLIO$27,883,432
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00BNY INVESTMENT PORTFOLIO$6,108,962
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$149,331,546SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$149,331,546TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART IV, QUESTIONS 1 AND 3 - 5FormAndLineReferenceDesc
ExplanationQUESTION 1: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN CORPORATIONS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 3: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN CORPORATIONS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 4: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, PASSIVE FOREIGN INVESTMENT COMPANIES. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 5: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN PARTNERSHIPS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY.ExplanationTxt

Schedule G IRS990ScheduleG

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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
MISSIONWIRED
650 MASSACHUSETTS AVE NW SUITE 505WASHINGTONDC20004DIRECT MAIL PRODUCTION MANAGEMENT SERVICES0$0$847,408$0
GIFT STRATEGIES LLC
1539 FALL RIVER AVE STE 3SEEKONKMA02771OUTBOUND CALLING SERVICES0$0$177,385$0
BLUE STATE DIGITAL
406 7TH ST NW 3RD FLOORWASHINGTONDC20004DIRECT MAIL ADVISORY SERVICES0$0$732,431$0
AMERGENT
9 CENTENNIAL DRIVEPEABODYMA01960DIRECT MAIL ADVISORY SERVICES0$0$49,560$0
CX MARKETING LLC
4200 PARLIAMENT PLACE STE 300LANHAMMD20706DIGITAL PRODUCTION MANAGEMENT SERVICES0$0$218,831$0
FieldValueIRS element (for citing)
Total Retained By Contractors$2,025,615TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
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 StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

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 2B, COLUMN (V):MISSIONWIRED PROFESSIONAL FUNDRAISING FEE $668,460 CONSULTING FEE $88,309 ADVERTISING & PROMOTION $80,139 MEETINGS & CONVENTIONS $10,500 TOTAL PAID TO MISSIONWIRED $847,408 GIFT STRATEGIES LLC PROFESSIONAL FUNDRAISING FEE $177,385 TOTAL PAID TO GIFT STRATEGIES LLC $177,385 BLUE STATE DIGITAL PROFESSIONAL FUNDRAISING FEE $592,296 CONSULTING FEE $140,135 TOTAL PAID TO BLUE STATE DIGITAL $732,431 AMERGENT PROFESSIONAL FUNDRAISING FEE $14,000 CONSULTING FEE $23,310 TECHNOLOGY FEE $12,250 TOTAL PAID TO AMERGENT $49,560 CX MARKETING LLC PROFESSIONAL FUNDRAISING FEE $218,831 TOTAL PAID TO CX MARKETING LLC $218,831

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (114 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AARP
601 E STREET NWWASHINGTONDC20049951985500501(C)(4)$209,413$0GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS
OLDER ADULTS TECHNOLOGY SERVICES
236 WEST 30TH STREET 8TH FLOORNEW YORKNY10001550882599501(C)(3)$788,322$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
LEGAL COUNSEL FOR THE ELDERLY
601 E STREET NWWASHINGTONDC20049521194741501(C)(3)$50,000$0GENERAL SUPPORT
AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT INC
1 LONG WHARF DRIVE STE 1LNEW HAVENCT06511060915531501(C)(3)$30,940$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
ALAMEDA COUNTY FOOD BANK
PO BOX 2599OAKLANDCA94614942960297501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION
PO BOX 221542CHANTILLYVA22209362166948501(C)(3)$126,973$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
ASHEVILLE AREA HABITAT FOR HUMANITY INC
33 MEADOW RDASHEVILLENC28803561363464501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
ASPEN INSTITUTE
ONE DUPORT CIRCLE STE 700WASHINGTONDC20036840399006501(C)(3)$25,000$0SPONSORSHIP OF THE BENEFITS21 LEADERSHIP FORUM
ASTER AGING INC
45 W UNIVERSITY DRIVE STE AMESAAZ85201942596075501(C)(3)$306,000$0GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
ATHENS COMMUNITY COUNCIL ON AGING INC
135 HOYT STREETATHENSGA30601580977680501(C)(3)$49,908$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
ATLANTA CENTER FOR SELF-SUFFICIENCY INC
18 WILLIAM HOLMES BORDERS DR NEATLANTAGA30312581479816501(C)(3)$30,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
ATLANTA COMMUNITY FOOD BANK
3400 NORTH DESERT DRIVEATLANTAGA30344581376648501(C)(3)$183,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
BEACON COMMUNITY CONNECTIONS
319 AUDUBON BLVDLAFAYETTELA70503831455134501(C)(3)$46,500$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
BELOVED ASHEVILLE
PO BOX 6386ASHEVILLENC28816843381632501(C)(3)$200,000$0GRANT TO SUPPORT DISASTER RELIEF
BEST PRACTICES CONSULTING SERVICES
2727 2ND AVENUE STE 266DETROITMI48201262596323$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
BREAD FOR THE CITY
1525 7TH STREET NWWASHINGTONDC20001521138207501(C)(3)$125,000$0GENERAL SUPPORT
BREVARD WORKFORCE DEVELOPMENT BOARD INC
297 BARNES BLVDROCKLEDGEFL32955593031785501(C)(3)$30,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
BROOKLAND CENTER FOR COMMUNITY ECONOMIC CHANGE
PO BOX 3292WEST COLUMBIASC29171571183699501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017521167581501(C)(3)$50,000$0GENERAL SUPPORT
CAPITAL HILL VILLAGE
1355 E ST SEWASHINGTONDC20003205150809501(C)(3)$10,000$0GENERAL SUPPORT
CENTER ON BUDGET AND POLICY PRIORITIES
1275 FIRST STREET NE SUITE 1200WASHINGTONDC20002521234565501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
CENTRAL ARIZONA REGIONAL ECONOMIC DEVELOPMENT FOUNDATION
17235 N 75TH AVE STE D145GLENDALEAZ85308301022450501(C)(3)$93,308$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
CHICAGO COOK WORKFORCE
69 W WASHINGTON SUITE 2860CHICAGOIL60602364122225501(C)(3)$30,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
CHINESE COMMUNITY CENTER INC
9800 TOWN PARK DRIVEHOUSTONTX77036760067885501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
CIUDAD NUEVA COMMUNITY OUTREACH
810 N CAMPBELLEL PASOTX79902200806957501(C)(3)$30,000$0GENERAL SUPPORT
CODE FOR AMERICA LABS INC
972 MISSION STREET FL 5SAN FRANCISCOCA94103271067272501(C)(3)$531,542$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
DC CENTRAL KITCHEN INC
19 I ST NWWASHINGTONDC20001521584936501(C)(3)$125,000$0GENERAL SUPPORT
DIGINITY HEALTH FOUNDATION - EAST VALLEY
1727 W FRYE ROAD STE 230CHANDLERAZ85224742418514501(C)(3)$30,000$0GRANT TO SUPPORT SCALING SOLUTIONS FOR OLDER ADULTS
DRESS FOR SUCCESS CHARLOTTE
500 CLANTON ROAD STE ACHARLOTTENC28217562170625501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
DRESS FOR SUCCESS WINSTON SALEM
375 BUXTON STREETWINSTON SALEMNC27101263973444501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
DURHAM CENTER FOR SENIOR LIFE
406 RIGSBEE AVENUE STE 202DURHAMNC27701560886647501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
EAST SIDE LEARNING CENTER
740 YORK AVENUESAINT PAULMN55106043699678501(C)(3)$91,540$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
EL CAMINO COMMUNITY COLLEGE DISTRICT
16007 CRENSHAW BLVDTORRANCECA90506956001060GOVT. ENTITY$30,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
ELDER LAW OF MICHIGAN INC
3815 W SAINT JOSEPH STE C-200LANSINGMI48917382960530501(C)(3)$150,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
ELEV8 BALTIMORE INC
800 N CHARLES ST STE 400BALTIMOREMD21201460889783501(C)(3)$43,127$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
FACING HUNGER FOOD BANK INC
1327 7TH AVENUEHUNTINGTONWV25701550625915501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
FEEDING THE GULF COAST
5248 MOBILE SOUTH STREETTHEODOREAL36582630821997501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
FOOD AND FRIENDS INC
219 RIGGS ROAD NEWASHINGTONDC20011521648941501(C)(3)$125,000$0GENERAL SUPPORT
FOOD RESEARCH & ACTION CENTER
1200 18TH STREET NW STW 400WASHINGTONDC20036237200739501(C)(3)$15,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
FOR THE STRUGGLE INC
1420 BEATTIES FORD ROADCHARLOTTENC28216834652690501(C)(3)$30,000$0GENERAL SUPPORT
FOUNDERSFORGE
404 S ROAN STREETJOHNSON CITYTN37601824430682501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
FOX VALLEY TECHNICAL COLLEGE
1825 N BLUEMOUND DRIVEAPPLETONWI54912391087276501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
FRESHFARM MARKETS INC
1380 MONROE STREET NW 605WASHINGTONDC20010352169859501(C)(3)$50,000$0GENERAL SUPPORT
FRIENDS OF THE TOMBALL COMMUNITY LIBRARY
30555 STATE HWY 249TOMBALLTX77375474487756501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
FUNDERS TOGETHER TO END HOMELESSNESS INC
89 SOUTH STREET STE 603BOSTONMA02111273033048501(C)(3)$7,500$0SPONSORSHIP OF THE FURTHER TOGETHER CONFERENCE AND SUPPORTING MEMBER CONTRIBUTION
GOLDEN HARVEST FOOD BANK INC
3310 COMMERCE DRIVEAUGUSTAGA30909581466516501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
GREATER CLEVELAND VOLUNTEERS
4415 EUCLID AVENUE STE 200CLEVELANDOH44103341356768501(C)(3)$46,279$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
HELPAGE USA INC
1730 M STREET NWWASHINGTONDC20006271071179501(C)(3)$25,000$0GENERAL SUPPORT
HORIZONS A FAMILY SERVICE ALLIANCE
819 5TH STREET SECEDAR RAPIDSIA52401421135083501(C)(3)$30,000$0GENERAL SUPPORT
HOUSING ASSISTANCE COUNCIL
1828 L STREET NW STE 505WASHINGTONDC20036520939288501(C)(3)$250,000$0GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
HOUSING AUTHORITY OF THE CITY OF BROWNSVILLE
2606 BOCA CHICA BLVDBROWNSVILLETX78521746000426501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
HUNGER FREE AMERICA INC
50 BROAD STREET STE 1103NEW YORKNY10004133471350501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
INFO LINE OF SAN DIEGO
PO BOX 420039SAN DIEGOCA92142331029843501(C)(3)$350,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
INNOVATIVE BUSINESS SOLUTIONS LLC
1000 EAGLE RIDGE DRIVE STE FSCHEREVILLEIN46375832752776$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
IONA SENIOR SERVICES
4125 ALBEMARLE ST NWWASHINGTONDC20016521039553501(C)(3)$50,000$0GENERAL SUPPORT
IOWA CENTER OF ECONOMIC SUCCESS
8345 UNIVERSITY BLVD STE FCLIVEIA50325201037604501(C)(3)$8,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
JUSTA CENTER INC
1001 W JEFFERSON STREETPHOENIXAZ85007472389424501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
LITERATIONS
70 FRANKLIN STREETBOSTONMA02110043227007501(C)(3)$339,195$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
MEALS ON WHEELS AMERICA
413 N LEE STREETALEXANDRIAVA22314237447812501(C)(3)$100,000$0GENERAL SUPPORT
MEDICARE RIGHTS CENTER
266 WEST 37TH STREET 3RD FLNEW YORKNY10018133505372501(C)(3)$196,990$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
METROPOLITAN FAMILY SERVICE
1700 NW CIVIC DRIVE STE 200GRESHAMOR97030930397825501(C)(3)$76,600$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
MIRIAM'S KITCHEN
2401 VIRGINIA AVENUE NWWASHINGTONDC20037521331552501(C)(3)$30,000$0GENERAL SUPPORT
MISSION ECONOMIC DEVELOPMENT AGENCY
2301 MISSION STREET STE 301SAN FRANCISCOCA94110510187791501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
MRELIEF
233 N MICHIGAN AVENUECHICAGOIL60601473559589501(C)(3)$150,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
NATIONAL CONSUMER LAW CENTER
7 WINTHROP SQUAREBOSTONMA02110042488502501(C)(3)$121,500$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
NATIONAL EMPLOYMENT LAWYERS ASSOCIATION
417 MONTGOMERY STREET 4TH FLSAN FRANCISCOCA94104311175826501(C)(6)$10,000$0SPONSORSHIP OF THE 2024 NELA CONFERENCE
NETWORK OF JEWISH HUMAN SERVICE AGENCIES INC
50 EISENHOWER DRIVE STE 100PARAMUSNJ07652132752418501(C)(3)$450,000$0GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
NEW ECONOMICS FOR WOMEN
303 S LOMA DRIVELOS ANGELESCA90017953969029501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
NEW ORLEANS REGION BLACK CHAMBER OF COMMERCE
2021 LAKESHORE DRIVE STE 303NEW ORLEANSLA70122455108367501(C)(6)$7,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
NORTH CAROLINA COMMUNITY CARE HUB
121 NASH STREET WWILSONNC27893991291752501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
PARENTIS HEALTH FOUNDATION
24012 CALLE DE LA PLATA 400LAGUNA HILLSCA92653811188544501(C)(3)$178,521$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
PINELLAS COMMUNITY FOUNDATION
17755 US HIGHWAY 19 N STE 150CLEARWATERFL33764237113194501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
PISGAH LEGAL SERVICES
62 CHARLOTTE STREET ASHEVILLEASHEVILLENC28802561191115501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
POINTS OF LIGHT FOUNDATION
101 MARIETTA STREET STE 3100ATLANTAGA30303650206641501(C)(3)$50,000$0SPONSORSHIP OF THE POINTS OF LIGHT CONFERENCE
READ TO SUCCEED BUFFALO INC
392 PEARL ST STE 100BUFFALONY14202263606661501(C)(3)$245,796$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
REGENTS OF THE UNIVERSITY OF MICHIGAN
724 E UNIV RM 3700ANN ARBORMI48109386006309501(C)(3)$20,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
REGION ONE EDUCATION SERVICE CENTER
1900 W SCHUNIOREDINBURGTX78541741588186501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
RURAL ENTERPRISES OF OKLAHOMA INC
2912 ENTERPRISE DRIVEDURANTOK74701731129417501(C)(3)$8,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
SACRAMENTO CHINESE COMMUNITY SERVICE CENTER
420 I STREET UNIT 5SACRAMENTOCA95814942581434501(C)(3)$67,292$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS ROGRAM
SACRAMENTO FOOD BANK
1951 BELL AVESACRAMENTOCA95838943315566501(C)(3)$60,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX78227742122979501(C)(3)$144,331$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SAN FRANCISO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107943041517501(C)(3)$176,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SARAH'S CIRCLE
2551 17TH STREET NWWASHINGTONDC20009521338101501(C)(3)$15,000$0GENERAL SUPPORT
SBP
2645 TOULOUSE STREETNEW ORLEANSLA70119262189665501(C)(3)$350,000$0GRANT TO SUPPORT DISASTER RELIEF
SC THRIVE
120 RESEARCH DRIVECOLUMBIASC29203901011409501(C)(3)$336,108$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SEABURY RESOURCES FOR AGING
6031 KANSAS AVE NWWASHINGTONDC20011530204693501(C)(3)$15,000$0GENERAL SUPPORT
SENIOR CITIZENS OF GREATER DALLAS INC
3910 HARRY HINES BLVDDALLASTX75219751085555501(C)(3)$56,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SEQUOIA LIVING INC
1525 POST STREETSAN FRANCISCOCA94109941437728501(C)(3)$97,553$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
SMALL BUSINESS EMPOWERMENT CENTER
911 WASHINGTON STE 805SAINT LOUISMO63101800563561501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
SOME INC
71 O STREET NWWASHINGTONDC20001237098123501(C)(3)$125,000$0GENERAL SUPPORT
SOUTH ALABAMA REGIONAL PLANNING
110 BEAUREGARD ST STE 207MOBILEAL36602630501382501(C)(3)$200,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
SPARTANBURG COUNTY FOUNDATION
424 E KENNEDY STREETSPARTANBURGSC29302570351398501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
SYSTEM FOR EDUCATION EMPOWERMENT AND SUCCESS
7037 CAPITOL STREET STE E221HOUSTONTX77011262955047501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
TAYLOR COUNTY SENIOR CITIZENS CENTER
800 W ASH STREETPERRYFL32347203093915501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
TERRIFIC INC
1222 T STREET NWWASHINGTONDC20009521177254501(C)(3)$10,000$0GENERAL SUPPORT
THE BUSINESS CENTER FOR ENTREPRENEURSHIP AND SOCIAL ENTERPRISE
7500 GERMANTOWN AVENUE ELDERS HALLPHILADELPHIAPA19119232972070501(C)(3)$10,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
THE EDGE CONNECTION
3070 N MAIN STREETKENNESAWGA30144582634871501(C)(3)$10,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
THE SALVATION ARMY
1250 W 119TH STREETCHICAGOIL60643362167909501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
UNIVERSITY OF CALIFORNIA COLLEGE OF THE LAW SAN FRANCISCO
200 MCALLISTER STREETSAN FRANCISCOCA94102942581680GOVT. ENTITY$677,147$0GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
UNITED WAY OF CENTRAL GEORGIA INC
277 MARTIN LUTHER KING JR BLVDMACONGA31202580639811501(C)(3)$83,732$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
UNITED WAY OF GREATER ATLANTA INC
40 COURTLAND STREETATLANTAGA30303580566194501(C)(3)$56,285$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
UNITED WAY OF NORTH CAROLINA
1130 KILDAIRE FARM RDCARYNC27511560564547501(C)(3)$50,000$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
UNITED WAY OF ORANGE COUNTY
18012 MITCHELL SOUTHIRVINECA92614330047994501(C)(3)$60,000$0GRANT TO SUPPORT AARP FOUNDATION'S TAX-AIDE PROGRAM
URBAN LEAGUE OF GREATER ATLANTA
229 PEACHTREE ST NE STE 300ATLANTAGA30303580593386501(C)(3)$8,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
VIDA SENIOR CENTERS
1842 CALVERT STREET NWWASHINGTONDC20009237161537501(C)(3)$10,000$0GENERAL SUPPORT
WE ARE FAMILY SENIOR OUTREACH NETWORK INC
1525 NEWTON STREET NWWASHINGTONDC20010262902518501(C)(3)$10,000$0GENERAL SUPPORT
WESTERN PIEDMONT COUNCIL OF GOVERNMENTS
1800 2ND AVENUE NWHICKORYNC28603560955853501(C)(3)$100,000$0GRANT TO SUPPORT DISASTER RELIEF
WHITMAN WALKER FOUNDATION
1201 SYCAMORE DRIVE SEWASHINGTONDC20032823889980501(C)(3)$25,000$0GENERAL SUPPORT
WOMEN'S OPPORTUNITIES RESOURCE CENTER
2010 CHESTNUT STREETPHILADELPHIAPA19103232741508501(C)(3)$7,500$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
YMCA OF CENTRAL MARYLAND
303 CHESAPEAKE AVENUEBALTIMOREMD21201520591699501(C)(3)$45,454$0GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF PEKIN
315 BUENA VISTA AVENUEPEKINIL61554370692352501(C)(3)$6,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
YOUTH CO-OP INC
5040 NW 7TH STREET STE 300MIAMIFL33126237320351501(C)(3)$60,000$0GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
SENIOR FRIENDSHIP CENTERS INC
1888 BROTHER GEENEN WAYSARASOTAFL34236591522614501(C)(3)$125,000$0GRANT TO SUPPORT DISASTER RELIEF
COLORADO GERONTOLOGICAL SOCIETY
1129 N PENNSYLVANIA STDENVERCO80203742139782501(C)(3)$49,989$0GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org109Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCSEP ENROLLEE WAGES AND BENEFITS10992$67,994,487
EMPLOYEE CRISIS FUND1$2,000

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 PaymentYes (1)SeverancePaymentInd
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 (13 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
CLAIRE CASEY
PRESIDENT$348,651$61,041$140,825$0$815$0$13,800$33,224$10,052$0$514,143$94,265$0$0
PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT$385,455$0$103,535$0$3,841$0$13,800$33,224$17,442$0$524,073$33,224$0$0
EMILY S ALLEN
SVP - PROGRAMS$306,910$0$77,376$0$2,165$0$13,800$33,224$10,699$0$410,950$33,224$0$0
WILLIAM A RIVERA
SVP - LITIGATION$280,536$10,405$80,498$0$2,098$0$13,800$33,224$1,432$0$378,364$43,629$0$0
BRITTANY FEINSON
SVP - MARKETING & COMMUNICATIONS$261,575$0$74,782$0$1,812$0$13,454$32,391$30,533$0$382,156$32,391$0$0
JAMI WYATT
SECRETARY$0$264,396$0$67,864$0$852$0$45,287$0$28,325$0$406,724$0$0
DEMETRIOS ANTZOULATOS
VP - FINANCE, GRANTS, & OPS$250,108$0$69,777$0$613$0$12,795$30,805$28,249$0$361,542$30,805$0$0
KELLY BAGBY
VP - LITIGATION$230,762$2,358$63,827$0$1,547$0$11,878$28,596$17,139$0$325,153$30,954$0$0
STEPHEN VENUTE
VP - CORP & FDN RELS (UNTIL 11/4/24)$211,444$0$64,108$0$25,334$0$11,022$26,536$8,574$0$320,482$26,536$0$0
MARC MCDONALD
VP - INTEGRATION (UNTIL 4/12/24)$71,635$0$58,949$0$186,680$0$5,223$0$6,199$0$328,686$0$0$0
MINDY FELDBAUM
DIRECTOR - PROGRAMS$220,302$0$62,029$0$2,349$0$11,293$27,188$1,975$0$297,948$27,188$0$0
SHELLEY GOODE
SVP & CHIEF DEV OFFICER (AS OF 4/1/2$206,808$0$15,000$0$4,048$0$8,872$21,360$12,437$0$247,165$21,360$0$0
ALEXANDER VAN KEMENADE
SVP - IMPACT & ANALYTICS (AS OF 8/19$97,962$0$10,000$0$86,365$0$4,318$0$3,257$0$201,902$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AIN 2024, MARC MCDONALD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $167,188.60
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 OF AARP AND ITS AFFILIATES.
PART I, LINE 1A:ALL NON-EMPLOYEE OFFICERS AND DIRECTORS FOR AARP FOUNDATION SERVE ON A VOLUNTEER BASIS AND ARE NOT COMPENSATED FOR THEIR GENEROUS COMMITMENT TO AARP FOUNDATION. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REIMBURSED BY AARP FOUNDATION FOR TRAVEL AND SUBSISTENCE COSTS INCURRED IN CARRYING OUT THEIR DUTIES. BOARD MEMBERS LIBBY SARTAIN, ROBERT BLANCATO, AND ROSANNA MARQUEZ SIT ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THESE BOARD MEMBERS AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSS-UP PAYMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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
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 Others0.00670PrivateBusUseByOthersPct
Total Private Business Use0.00670TotalPrivateBusinessUsePct
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$209,413TransactionAmt
TransactionSEE BELOW GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$473,638NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH / LOW AVERAGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE AARP BOARD OF DIRECTORS APPOINTS UP TO THIRTEEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT MEMBERS OF THE AARP BOARD. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP.
FORM 990, PART VI, SECTION A, LINE 7BTHE AARP BOARD OF DIRECTORS APPOINTS UP TO THIRTEEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OR THE AARP BOARD, AND A SUCCESSOR SHALL BE APPOINTED IN ACCORDANCE TO THE PROCESS DESCRIBED IN THE BYLAWS. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE AARP FOUNDATION FORM 990 IS PREPARED BY AARP'S INTERNAL TAX DEPARTMENT AND REVIEWED BY THE FOUNDATION'S CFO AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 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. THE AARP FOUNDATION BOARD GOVERNANCE COMMITTEE PROVIDES INPUT TO THE CEO OF AARP ON THE AARP FOUNDATION 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 AARP FOUNDATION 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 19AARP FOUNDATION MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO.
FORM 990, PART VII, SECTION AOFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: AARP FOUNDATION HAS A STANDARD 40 HOUR WORK WEEK AND THE AVERAGE HOURS ARE DISCLOSED ON FORM 990. OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OFTEN WORK IN EXCESS OF THAT AMOUNT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/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
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 AVENUE STE 850DENVERCO80203262123649SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/ SHARING LIFELONG WISHESCO501(C)(3)509(A)(1)0AARP
OLDER ADULTS TECHNOLOGY SERVICES
236 WEST 30TH STREET 8TH FLOORNEW YORKNY10001550882599HARNESS THE POWER OF TECHNOLOGY TO CHANGE THE WAY WE AGENY501(C)(3)509(A)(1)0AARP
AARP FOUNDATION TRUST CO BLACKROCK INSTITUTIONAL TRUST COMPANY NA TTE
400 HOWARD STREETSAN FRANCISCOCA94105306645385GRANTOR TRUST HOLDING CERTAIN EXCHANGE TRADED INVESTMENT FUNDSCA501(C)(3)509(A)(1)0AARP FOUNDATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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 NWWASHINGTONDC20004522141065QUALTIY CONTROL AND RESEARCHDEAARPC0
THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST
5011 HAVEN AVENUEOCEAN CITYNJ08226206379297CHARITABLE REMAINDER TRUSTNJT0N/A
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 ExchangeYes (1)AssetExchangeInd
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 (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP INC - GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS
B$209,413GRANT AGREEMENT
AARP INC
C$514,383CASH CONTRIBUTIONS
AARP INC - BOND STANDBY AGREEMENT
E$25,000,000IN THE EVENT OF DEFAULT
AARP INC - IN-KIND ADVERTISING
M$7,227,400PUBLICATION SPACE MARKET VALUE
AARP INC - IN-KIND SHARED SERVICES
M$25,749,994ALLOCABLE COST
AARP INC - MAILING LISTS
N$0SEE SUPPLEMENTAL INFORMATION
AARP INC - MAINTENANCE
P$880,447COSTS INCURRED
AARP INC - SERVICES PROVIDED BY AARP FDN EMPLOYEES
Q$564,528SALARY/BENEFITS - TIME REPORTED
AARP INC - 25K ANNUAL FEE LINE OF CREDIT
R$25,000CASH PAID
OLDER ADULTS TECHNOLOGY SERVICES
B$788,322GRANT AGREEMENT
LEGAL COUNSEL FOR THE ELDERLY
B$50,000CASH CONTRIBUTIONS
ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE
R$2,111,216PREMIUMS PAID
AARP SERVICES INC
C$100,000CASH CONTRIBUTIONS
OLDER ADULTS TECHNOLOGY SERVICES - SERVICES PROVIDED BY AARP FDN EMPLOYEES
Q$152,311SALARY/BENEFITS - TIME REPORTED
WISH OF A LIFETIME - SERVICES PROVIDED BY AARP FDN EMPLOYEES
Q$159,449SALARY/BENEFITS - TIME REPORTED

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 ORGANZIATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS.ExplanationTxt