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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T11:38:52-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARP | BusinessNameControlTxt |
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E STREET NW A9-238 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024343399 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PARVIN VAN ENGER | PreparerPersonNm |
| PTIN | P00955143 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAIRE CASEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E STREET NW A9-238 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $456,152,018 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AARP.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CREATES AND ADVANCES EFFECTIVE SOLUTIONS TO REDUCE POVERTY FOR AND WITH OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 368 | TotalEmployeeCnt |
| Total Volunteers | 29055 | TotalVolunteersCnt |
| Total Gross UBI | $410,321 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $159,936,565 | PYContributionsGrantsAmt |
| CY Contributions Grants | $161,702,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $433,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $382,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,448,144 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,788,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $431,276 | PYOtherRevenueAmt |
| CY Other Revenue | $57,832 | CYOtherRevenueAmt |
| PY Total Revenue | $175,249,637 | PYTotalRevenueAmt |
| CY Total Revenue | $202,932,133 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $77,156,051 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,892,484 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,053,229 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,368,884 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,936,330 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,670,972 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,872,543 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,779,888 | PYOtherExpensesAmt |
| CY Other Expenses | $67,449,933 | CYOtherExpensesAmt |
| PY Total Expenses | $191,925,498 | PYTotalExpensesAmt |
| CY Total Expenses | $194,382,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,675,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,549,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $693,172,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $727,968,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,579,121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,845,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $635,593,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $673,123,800 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AARP FOUNDATION CREATES AND ADVANCES EFFECTIVE SOLUTIONS TO REDUCE POVERTY FOR AND WITH OLDER ADULTS.SEE SCHEDULE OAARP FOUNDATION (THE "FOUNDATION") WORKS FOR AND WITH VULNERABLE PEOPLE OVER 50 TO END SENIOR POVERTY AND REDUCE FINANCIAL HARDSHIP BY BUILDING ECONOMIC OPPORTUNITY. AS A CHARITABLE AFFILIATE OF AARP, THE FOUNDATION SERVES AARP MEMBERS AND NONMEMBERS ALIKE. THROUGH VIGOROUS LEGAL ADVOCACY AND EVIDENCE-BASED SOLUTIONS, AND BY STRENGTHENING SUPPORTIVE COMMUNITY CONNECTIONS, THE FOUNDATION FOSTERS RESILIENCE AND RESTORES HOPE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $97,059,898 | ExpenseAmt |
| Grant | $69,215,997 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ECONOMIC 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,269,613 | ExpenseAmt |
| Grant | $1,580,922 | GrantAmt |
| Revenue | $221,971 | RevenueAmt |
| Desc | VOLUNTEER 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,598,447 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LITIGATION 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)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,791,477 | $3,698,530 | $0 | FINANCIAL 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 | $160,940 | OTHER 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $25,311,447 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,095,565 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $160,940 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $152,239,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 368 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA D SHANNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024343399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROSANNA MARQUEZ | |||||||||
| BOARD MEMBER | 3.00 | 5.00 | Yes (X) | $0 | $913 | $0 | |||
| BETTY J HUDSON | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NOREEN GILLEN | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY J DYSON | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE BOLTZ | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAILESH CHUTANI | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BLANCATO | |||||||||
| BOARD MEMBER | 3.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA BANKS | |||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOFTON HOLDER | |||||||||
| BOARD MEMBER (AS OF 9/2024) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH CHANDLER | |||||||||
| BOARD MEMBER (AS OF 9/2024) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN G DAW | |||||||||
| BOARD MEMBER (UNTIL 6/2024) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIBBY SARTAIN | |||||||||
| CHAIR | 6.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE CASEY | |||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $490,291 | $61,041 | $57,076 | Yes (X) | ||
| SUSAN WERTH | |||||||||
| VICE CHAIR (AS OF 6/2024) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE D MILLER | |||||||||
| VICE CHAIR (UNTIL 6/2024) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA D SHANNON | |||||||||
| CFO & SENIOR VICE PRESIDENT | 40.00 | 0.00 | $492,831 | $0 | $64,466 | Yes (X) | |||
| JAMI WYATT | |||||||||
| SECRETARY | 1.00 | 40.00 | $0 | $333,112 | $73,612 | Yes (X) | |||
| ALEXANDER VAN KEMENADE | |||||||||
| SVP - IMPACT & ANALYTICS (AS OF 8/19/24) | 40.00 | 0.00 | $194,327 | $0 | $7,575 | Yes (X) | |||
| WILLIAM A RIVERA | |||||||||
| SVP - LITIGATION | 40.00 | 0.00 | $363,132 | $10,405 | $48,456 | Yes (X) | |||
| BRITTANY FEINSON | |||||||||
| SVP - MARKETING & COMMUNICATIONS | 40.00 | 0.00 | $338,169 | $0 | $76,378 | Yes (X) | |||
| EMILY S ALLEN | |||||||||
| SVP - PROGRAMS | 40.00 | 0.00 | $386,451 | $0 | $57,723 | Yes (X) | |||
| SHELLEY GOODE | |||||||||
| SVP & CHIEF DEV OFFICER (AS OF 4/1/24) | 40.00 | 0.00 | $225,856 | $0 | $42,669 | Yes (X) | |||
| MINDY FELDBAUM | |||||||||
| DIRECTOR - PROGRAMS | 40.00 | 0.00 | $284,680 | $0 | $40,456 | Yes (X) | |||
| STEPHEN VENUTE | |||||||||
| VP - CORP & FDN RELS (UNTIL 11/4/24) | 40.00 | 0.00 | $300,886 | $0 | $46,132 | Yes (X) | |||
| DEMETRIOS ANTZOULATOS | |||||||||
| VP - FINANCE, GRANTS, & OPS | 40.00 | 0.00 | $320,498 | $0 | $71,849 | Yes (X) | |||
| MARC MCDONALD | |||||||||
| VP - INTEGRATION (UNTIL 4/12/24) | 40.00 | 0.00 | $317,264 | $0 | $11,422 | Yes (X) | |||
| KELLY BAGBY | |||||||||
| VP - LITIGATION | 40.00 | 0.00 | $296,136 | $2,358 | $57,613 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,010,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $407,829 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $655,427 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 142 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MOORE COMPANIES INC | |||||
| 5540 KETCH ROAD | PRINCE FREDERICK | MD | 20678 | COMMERCIAL PRINTING SERVICES | $3,828,179 |
| CONCORD LITHO GROUP | |||||
| 92 OLD TURNPIKE ROAD | CONCORD | NH | 03301 | STRATEGIC & CREATIVE MARKETING SERVICES | $3,507,994 |
| CP DIRECT INC | |||||
| 4600 BOSTON WAY | LANHAM | MD | 20706 | COMMERCIAL PRINTING SERVICES | $1,682,328 |
| SLALOM INC | |||||
| SLALOM HAWK TOWER 255 S KING ST S | SEATTLE | WA | 98104 | TECHNOLOGY & OTHER SERVICES | $1,652,245 |
| BSC ACQUISTION SUB LLC | |||||
| 7702 PLANTATION RD | ROANOKE | VA | 24019 | DIRECT MAIL SERVICES | $1,461,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 111 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $95,767 | FederatedCampaignsAmt |
| Related Organizations | $614,383 | RelatedOrganizationsAmt |
| Government Grants | $103,834,115 | GovernmentGrantsAmt |
| All Other Contributions | $57,158,380 | AllOtherContributionsAmt |
| Noncash Contributions | $473,638 | NoncashContributionsAmt |
| Total Contributions | $161,702,645 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,911 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $382,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,724,160 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $240,970 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,483,190 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $282,284,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,218,375 | SecuritiesAmt |
| Other | $1,510 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,066,095 | SecuritiesAmt |
| Other | -$1,510 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,064,585 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $169,351 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,895,234 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CGA SEVERANCE/CHANGE IN VALUE | 900099 | $37,519 | $37,519 |
| MISCELLANEOUS INCOME | 900099 | $20,313 | $20,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,832 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,932,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $382,911 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $410,321 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,436,256 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,895,997 | TotalAmt |
| Program Services | $10,895,997 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,996,487 | TotalAmt |
| Program Services | $67,996,487 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,658,753 | TotalAmt |
| Program Services | $991,216 | ProgramServicesAmt |
| Management And General | $1,420,372 | ManagementAndGeneralAmt |
| Fundraising | $247,165 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,189,480 | TotalAmt |
| Program Services | $24,979,187 | ProgramServicesAmt |
| Management And General | $5,039,357 | ManagementAndGeneralAmt |
| Fundraising | $5,170,936 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,245 | TotalAmt |
| Program Services | $846,619 | ProgramServicesAmt |
| Management And General | $190,959 | ManagementAndGeneralAmt |
| Fundraising | $186,667 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597,345 | TotalAmt |
| Program Services | $3,420,407 | ProgramServicesAmt |
| Management And General | $759,131 | ManagementAndGeneralAmt |
| Fundraising | $417,807 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,699,061 | TotalAmt |
| Program Services | $1,815,126 | ProgramServicesAmt |
| Management And General | $479,158 | ManagementAndGeneralAmt |
| Fundraising | $404,777 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,335 | TotalAmt |
| Program Services | $765,000 | ProgramServicesAmt |
| Management And General | $17,335 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,000 | TotalAmt |
| Management And General | $176,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,972 | TotalAmt |
| Fundraising | $1,670,972 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,224 | TotalAmt |
| Management And General | $3,553,224 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,387,760 | TotalAmt |
| Program Services | $8,961,877 | ProgramServicesAmt |
| Management And General | $3,055,344 | ManagementAndGeneralAmt |
| Fundraising | $1,370,539 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,326,862 | TotalAmt |
| Program Services | $2,323,682 | ProgramServicesAmt |
| Management And General | $1,457,038 | ManagementAndGeneralAmt |
| Fundraising | $546,142 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,651 | TotalAmt |
| Program Services | $675,387 | ProgramServicesAmt |
| Management And General | $33,144 | ManagementAndGeneralAmt |
| Fundraising | $10,120 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,773,081 | TotalAmt |
| Program Services | $8,001,509 | ProgramServicesAmt |
| Management And General | $732,406 | ManagementAndGeneralAmt |
| Fundraising | $39,166 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,451,936 | TotalAmt |
| Program Services | $3,059,705 | ProgramServicesAmt |
| Management And General | $230,665 | ManagementAndGeneralAmt |
| Fundraising | $161,566 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,260 | TotalAmt |
| Program Services | $1,162,283 | ProgramServicesAmt |
| Management And General | $159,486 | ManagementAndGeneralAmt |
| Fundraising | $78,491 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,059 | TotalAmt |
| Program Services | $238,647 | ProgramServicesAmt |
| Management And General | $64,912 | ManagementAndGeneralAmt |
| Fundraising | $10,500 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,259 | TotalAmt |
| Program Services | $480,865 | ProgramServicesAmt |
| Management And General | $223,116 | ManagementAndGeneralAmt |
| Fundraising | $156,278 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,979 | TotalAmt |
| Program Services | $432,075 | ProgramServicesAmt |
| Management And General | $199,892 | ManagementAndGeneralAmt |
| Fundraising | $140,012 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,984 | TotalAmt |
| Program Services | $283,961 | ProgramServicesAmt |
| Management And General | $149,148 | ManagementAndGeneralAmt |
| Fundraising | $88,875 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,382,273 | TotalAmt |
| Program Services | $152,239,405 | ProgramServicesAmt |
| Management And General | $18,270,325 | ManagementAndGeneralAmt |
| Fundraising | $23,872,543 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,494,859 | TotalAmt |
| Program Services | $6,130,658 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $10,364,201 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,682,897 | BOYAmt |
| EOY | $2,523,260 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,414,940 | BOYAmt |
| EOY | $8,740,371 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,386,038 | BOYAmt |
| EOY | $15,918,842 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,393 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,877 | BOYAmt |
| EOY | $788,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,037,140 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,147,116 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,195,899 | BOYAmt |
| EOY | $9,890,024 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,281,615 | BOYAmt |
| EOY | $337,328,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,740,066 | BOYAmt |
| EOY | $348,948,280 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499,775 | BOYAmt |
| EOY | $3,660,647 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,107 | BOYAmt |
| EOY | $166,847 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,172,214 | BOYAmt |
| EOY | $727,968,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,260,063 | BOYAmt |
| EOY | $18,107,992 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,422,291 | BOYAmt |
| EOY | $9,013,108 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000,000 | BOYAmt |
| EOY | $25,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,896,767 | BOYAmt |
| EOY | $2,723,963 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,579,121 | BOYAmt |
| EOY | $54,845,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,599,065 | BOYAmt |
| EOY | $173,668,141 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,994,028 | BOYAmt |
| EOY | $499,455,659 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,593,093 | BOYAmt |
| EOY | $673,123,800 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,172,214 | BOYAmt |
| EOY | $727,968,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,549,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,980,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,121,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,205,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,881,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,936,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,702,644 | CurrentTaxYearAmt |
| Total | $819,847,654 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,121,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,205,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,881,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,936,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,702,644 | CurrentTaxYearAmt |
| Total | $819,847,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,721,633 | SubstantialContributorsTotAmt |
| Public Support Total170 | $814,126,021 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,752,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,025,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,165,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,197,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,724,160 | CurrentTaxYearAmt |
| Total | $64,864,499 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $524,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,877,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,613,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,743 | CurrentTaxYearAmt |
| Total | $10,321,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $895,033,380 | TotalSupportAmt |
| Public Support CY170 | 0.90960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 (A): | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $499,254,580 | BeginningYearBalanceAmt |
| Contributions | $361,656 | ContributionsAmt |
| Investment Earnings Or Losses | $50,189,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,140,333 | OtherExpendituresAmt |
| End Year Balance | $525,665,598 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $476,095,847 | BeginningYearBalanceAmt |
| Contributions | $368,162 | ContributionsAmt |
| Investment Earnings Or Losses | $45,808,821 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,018,250 | OtherExpendituresAmt |
| End Year Balance | $499,254,580 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $519,049,792 | BeginningYearBalanceAmt |
| Contributions | $1,945,206 | ContributionsAmt |
| Investment Earnings Or Losses | -$24,250,476 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,648,675 | OtherExpendituresAmt |
| End Year Balance | $476,095,847 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $469,744,289 | BeginningYearBalanceAmt |
| Contributions | $304,187 | ContributionsAmt |
| Investment Earnings Or Losses | $66,463,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,462,536 | OtherExpendituresAmt |
| End Year Balance | $519,049,792 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,770,788 | BeginningYearBalanceAmt |
| Contributions | $377,860 | ContributionsAmt |
| Investment Earnings Or Losses | $40,251,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,655,710 | OtherExpendituresAmt |
| End Year Balance | $469,744,289 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05983 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94017 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,440,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,440,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,690,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,754,662 | DepreciationAmt |
| Book Value | $4,935,729 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,906,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,392,454 | DepreciationAmt |
| Book Value | $514,295 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,890,024 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BNY INVESTMENT PORTFOLIO | $344,284,675 | F |
| CHARITABLE GIFT ANNUITIES | $4,663,605 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $348,948,280 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $2,723,963 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,723,963 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $293,730,780 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,980,847 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $65,369,514 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $94,350,361 | RevenueNotReportedAmt |
| Revenue Subtotal | $199,380,419 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,551,714 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,551,714 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $202,932,133 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $256,200,073 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $65,369,514 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,510 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $65,371,024 | ExpensesNotReportedAmt |
| Expenses Subtotal | $190,829,049 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,553,224 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,553,224 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $194,382,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED QUASI-ENDOWMENT THE FOUNDATION'S NET ASSETS WITHOUT DONOR RESTRICTIONS INCLUDE AMOUNTS DESIGNATED BY ITS BOARD OF DIRECTORS TO FUNCTION AS A QUASI-ENDOWMENT FUND. THE FOUNDATION MAY SPEND THE BOARD-DESIGNATED QUASI-ENDOWMENT IN ACCORDANCE WITH THE SPENDING POLICY. ASSETS OF BOTH THE DONOR-RESTRICTED AND QUASI-ENDOWMENT FUNDS ARE INVESTED IN A BROADLY DIVERSIFIED PORTFOLIO SPREAD OVER MULTIPLE ASSET CLASSES. |
| PART X, LINE 2: | AARP FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES TREATED AS CONTRA-REVENUE IN THE FINANCIAL STATEMENTS 3,553,224. 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)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | BNY INVESTMENT PORTFOLIO | $115,339,152 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | BNY INVESTMENT PORTFOLIO | $27,883,432 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | BNY INVESTMENT PORTFOLIO | $6,108,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $149,331,546 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $149,331,546 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART IV, QUESTIONS 1 AND 3 - 5 | FormAndLineReferenceDesc |
| Explanation | QUESTION 1: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN CORPORATIONS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 3: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN CORPORATIONS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 4: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, PASSIVE FOREIGN INVESTMENT COMPANIES. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. QUESTION 5: AARP FOUNDATION INVESTS IN SEVERAL ALTERNATIVE INVESTMENT FUNDS, SOME OF WHICH ARE, OR MAY INVEST (DIRECTLY OR INDIRECTLY) IN, FOREIGN PARTNERSHIPS. AARP FOUNDATION WILL FILE OTHER IRS FORMS IN CONNECTION WITH SUCH INVESTMENTS AS NECESSARY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MISSIONWIRED | ||||||||
| 650 MASSACHUSETTS AVE NW SUITE 505 | WASHINGTON | DC | 20004 | DIRECT MAIL PRODUCTION MANAGEMENT SERVICES | 0 | $0 | $847,408 | $0 |
| GIFT STRATEGIES LLC | ||||||||
| 1539 FALL RIVER AVE STE 3 | SEEKONK | MA | 02771 | OUTBOUND CALLING SERVICES | 0 | $0 | $177,385 | $0 |
| BLUE STATE DIGITAL | ||||||||
| 406 7TH ST NW 3RD FLOOR | WASHINGTON | DC | 20004 | DIRECT MAIL ADVISORY SERVICES | 0 | $0 | $732,431 | $0 |
| AMERGENT | ||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | DIRECT MAIL ADVISORY SERVICES | 0 | $0 | $49,560 | $0 |
| CX MARKETING LLC | ||||||||
| 4200 PARLIAMENT PLACE STE 300 | LANHAM | MD | 20706 | DIGITAL PRODUCTION MANAGEMENT SERVICES | 0 | $0 | $218,831 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $2,025,615 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V): | THESE ENTITIES DO NOT RAISE FUNDS DIRECTLY FOR AARP FOUNDATION, BUT PROVIDE COUNSEL, SERVICES, AND SUPPORT TO AARP FOUNDATION'S INTERNAL DEVELOPMENT OFFICE. THE AMOUNTS REFLECTED IN SCHEDULE G ARE FOR THE PROFESSIONAL SERVICES AND REIMBURSEMENTS PAID BY AARP FOUNDATION FOR PROMOTIONAL AND TRAVEL EXPENSES. |
| SCHEDULE G, PART I, LINE 2B, COLUMN (V): | MISSIONWIRED 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AARP | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 951985500 | 501(C)(4) | $209,413 | $0 | GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS |
| OLDER ADULTS TECHNOLOGY SERVICES | ||||||||
| 236 WEST 30TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | 550882599 | 501(C)(3) | $788,322 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| LEGAL COUNSEL FOR THE ELDERLY | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 521194741 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT INC | ||||||||
| 1 LONG WHARF DRIVE STE 1L | NEW HAVEN | CT | 06511 | 060915531 | 501(C)(3) | $30,940 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| ALAMEDA COUNTY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | 942960297 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| THE AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION | ||||||||
| PO BOX 221542 | CHANTILLY | VA | 22209 | 362166948 | 501(C)(3) | $126,973 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| ASHEVILLE AREA HABITAT FOR HUMANITY INC | ||||||||
| 33 MEADOW RD | ASHEVILLE | NC | 28803 | 561363464 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| ASPEN INSTITUTE | ||||||||
| ONE DUPORT CIRCLE STE 700 | WASHINGTON | DC | 20036 | 840399006 | 501(C)(3) | $25,000 | $0 | SPONSORSHIP OF THE BENEFITS21 LEADERSHIP FORUM |
| ASTER AGING INC | ||||||||
| 45 W UNIVERSITY DRIVE STE A | MESA | AZ | 85201 | 942596075 | 501(C)(3) | $306,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM |
| ATHENS COMMUNITY COUNCIL ON AGING INC | ||||||||
| 135 HOYT STREET | ATHENS | GA | 30601 | 580977680 | 501(C)(3) | $49,908 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| ATLANTA CENTER FOR SELF-SUFFICIENCY INC | ||||||||
| 18 WILLIAM HOLMES BORDERS DR NE | ATLANTA | GA | 30312 | 581479816 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | 581376648 | 501(C)(3) | $183,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| BEACON COMMUNITY CONNECTIONS | ||||||||
| 319 AUDUBON BLVD | LAFAYETTE | LA | 70503 | 831455134 | 501(C)(3) | $46,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| BELOVED ASHEVILLE | ||||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | 843381632 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| BEST PRACTICES CONSULTING SERVICES | ||||||||
| 2727 2ND AVENUE STE 266 | DETROIT | MI | 48201 | 262596323 | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM | |
| BREAD FOR THE CITY | ||||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20001 | 521138207 | 501(C)(3) | $125,000 | $0 | GENERAL SUPPORT |
| BREVARD WORKFORCE DEVELOPMENT BOARD INC | ||||||||
| 297 BARNES BLVD | ROCKLEDGE | FL | 32955 | 593031785 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| BROOKLAND CENTER FOR COMMUNITY ECONOMIC CHANGE | ||||||||
| PO BOX 3292 | WEST COLUMBIA | SC | 29171 | 571183699 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | 521167581 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| CAPITAL HILL VILLAGE | ||||||||
| 1355 E ST SE | WASHINGTON | DC | 20003 | 205150809 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 1275 FIRST STREET NE SUITE 1200 | WASHINGTON | DC | 20002 | 521234565 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| CENTRAL ARIZONA REGIONAL ECONOMIC DEVELOPMENT FOUNDATION | ||||||||
| 17235 N 75TH AVE STE D145 | GLENDALE | AZ | 85308 | 301022450 | 501(C)(3) | $93,308 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| CHICAGO COOK WORKFORCE | ||||||||
| 69 W WASHINGTON SUITE 2860 | CHICAGO | IL | 60602 | 364122225 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| CHINESE COMMUNITY CENTER INC | ||||||||
| 9800 TOWN PARK DRIVE | HOUSTON | TX | 77036 | 760067885 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| CIUDAD NUEVA COMMUNITY OUTREACH | ||||||||
| 810 N CAMPBELL | EL PASO | TX | 79902 | 200806957 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| CODE FOR AMERICA LABS INC | ||||||||
| 972 MISSION STREET FL 5 | SAN FRANCISCO | CA | 94103 | 271067272 | 501(C)(3) | $531,542 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| DC CENTRAL KITCHEN INC | ||||||||
| 19 I ST NW | WASHINGTON | DC | 20001 | 521584936 | 501(C)(3) | $125,000 | $0 | GENERAL SUPPORT |
| DIGINITY HEALTH FOUNDATION - EAST VALLEY | ||||||||
| 1727 W FRYE ROAD STE 230 | CHANDLER | AZ | 85224 | 742418514 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT SCALING SOLUTIONS FOR OLDER ADULTS |
| DRESS FOR SUCCESS CHARLOTTE | ||||||||
| 500 CLANTON ROAD STE A | CHARLOTTE | NC | 28217 | 562170625 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| DRESS FOR SUCCESS WINSTON SALEM | ||||||||
| 375 BUXTON STREET | WINSTON SALEM | NC | 27101 | 263973444 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| DURHAM CENTER FOR SENIOR LIFE | ||||||||
| 406 RIGSBEE AVENUE STE 202 | DURHAM | NC | 27701 | 560886647 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| EAST SIDE LEARNING CENTER | ||||||||
| 740 YORK AVENUE | SAINT PAUL | MN | 55106 | 043699678 | 501(C)(3) | $91,540 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| EL CAMINO COMMUNITY COLLEGE DISTRICT | ||||||||
| 16007 CRENSHAW BLVD | TORRANCE | CA | 90506 | 956001060 | GOVT. ENTITY | $30,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| ELDER LAW OF MICHIGAN INC | ||||||||
| 3815 W SAINT JOSEPH STE C-200 | LANSING | MI | 48917 | 382960530 | 501(C)(3) | $150,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| ELEV8 BALTIMORE INC | ||||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 21201 | 460889783 | 501(C)(3) | $43,127 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| FACING HUNGER FOOD BANK INC | ||||||||
| 1327 7TH AVENUE | HUNTINGTON | WV | 25701 | 550625915 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| FEEDING THE GULF COAST | ||||||||
| 5248 MOBILE SOUTH STREET | THEODORE | AL | 36582 | 630821997 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| FOOD AND FRIENDS INC | ||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | 521648941 | 501(C)(3) | $125,000 | $0 | GENERAL SUPPORT |
| FOOD RESEARCH & ACTION CENTER | ||||||||
| 1200 18TH STREET NW STW 400 | WASHINGTON | DC | 20036 | 237200739 | 501(C)(3) | $15,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| FOR THE STRUGGLE INC | ||||||||
| 1420 BEATTIES FORD ROAD | CHARLOTTE | NC | 28216 | 834652690 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| FOUNDERSFORGE | ||||||||
| 404 S ROAN STREET | JOHNSON CITY | TN | 37601 | 824430682 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| FOX VALLEY TECHNICAL COLLEGE | ||||||||
| 1825 N BLUEMOUND DRIVE | APPLETON | WI | 54912 | 391087276 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| FRESHFARM MARKETS INC | ||||||||
| 1380 MONROE STREET NW 605 | WASHINGTON | DC | 20010 | 352169859 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| FRIENDS OF THE TOMBALL COMMUNITY LIBRARY | ||||||||
| 30555 STATE HWY 249 | TOMBALL | TX | 77375 | 474487756 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| FUNDERS TOGETHER TO END HOMELESSNESS INC | ||||||||
| 89 SOUTH STREET STE 603 | BOSTON | MA | 02111 | 273033048 | 501(C)(3) | $7,500 | $0 | SPONSORSHIP OF THE FURTHER TOGETHER CONFERENCE AND SUPPORTING MEMBER CONTRIBUTION |
| GOLDEN HARVEST FOOD BANK INC | ||||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | 581466516 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| GREATER CLEVELAND VOLUNTEERS | ||||||||
| 4415 EUCLID AVENUE STE 200 | CLEVELAND | OH | 44103 | 341356768 | 501(C)(3) | $46,279 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| HELPAGE USA INC | ||||||||
| 1730 M STREET NW | WASHINGTON | DC | 20006 | 271071179 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| HORIZONS A FAMILY SERVICE ALLIANCE | ||||||||
| 819 5TH STREET SE | CEDAR RAPIDS | IA | 52401 | 421135083 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| HOUSING ASSISTANCE COUNCIL | ||||||||
| 1828 L STREET NW STE 505 | WASHINGTON | DC | 20036 | 520939288 | 501(C)(3) | $250,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM |
| HOUSING AUTHORITY OF THE CITY OF BROWNSVILLE | ||||||||
| 2606 BOCA CHICA BLVD | BROWNSVILLE | TX | 78521 | 746000426 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| HUNGER FREE AMERICA INC | ||||||||
| 50 BROAD STREET STE 1103 | NEW YORK | NY | 10004 | 133471350 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| INFO LINE OF SAN DIEGO | ||||||||
| PO BOX 420039 | SAN DIEGO | CA | 92142 | 331029843 | 501(C)(3) | $350,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| INNOVATIVE BUSINESS SOLUTIONS LLC | ||||||||
| 1000 EAGLE RIDGE DRIVE STE F | SCHEREVILLE | IN | 46375 | 832752776 | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM | |
| IONA SENIOR SERVICES | ||||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | 521039553 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| IOWA CENTER OF ECONOMIC SUCCESS | ||||||||
| 8345 UNIVERSITY BLVD STE F | CLIVE | IA | 50325 | 201037604 | 501(C)(3) | $8,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| JUSTA CENTER INC | ||||||||
| 1001 W JEFFERSON STREET | PHOENIX | AZ | 85007 | 472389424 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| LITERATIONS | ||||||||
| 70 FRANKLIN STREET | BOSTON | MA | 02110 | 043227007 | 501(C)(3) | $339,195 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| MEALS ON WHEELS AMERICA | ||||||||
| 413 N LEE STREET | ALEXANDRIA | VA | 22314 | 237447812 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| MEDICARE RIGHTS CENTER | ||||||||
| 266 WEST 37TH STREET 3RD FL | NEW YORK | NY | 10018 | 133505372 | 501(C)(3) | $196,990 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| METROPOLITAN FAMILY SERVICE | ||||||||
| 1700 NW CIVIC DRIVE STE 200 | GRESHAM | OR | 97030 | 930397825 | 501(C)(3) | $76,600 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| MIRIAM'S KITCHEN | ||||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | 521331552 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| MISSION ECONOMIC DEVELOPMENT AGENCY | ||||||||
| 2301 MISSION STREET STE 301 | SAN FRANCISCO | CA | 94110 | 510187791 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| MRELIEF | ||||||||
| 233 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 473559589 | 501(C)(3) | $150,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| NATIONAL CONSUMER LAW CENTER | ||||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 02110 | 042488502 | 501(C)(3) | $121,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| NATIONAL EMPLOYMENT LAWYERS ASSOCIATION | ||||||||
| 417 MONTGOMERY STREET 4TH FL | SAN FRANCISCO | CA | 94104 | 311175826 | 501(C)(6) | $10,000 | $0 | SPONSORSHIP OF THE 2024 NELA CONFERENCE |
| NETWORK OF JEWISH HUMAN SERVICE AGENCIES INC | ||||||||
| 50 EISENHOWER DRIVE STE 100 | PARAMUS | NJ | 07652 | 132752418 | 501(C)(3) | $450,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM |
| NEW ECONOMICS FOR WOMEN | ||||||||
| 303 S LOMA DRIVE | LOS ANGELES | CA | 90017 | 953969029 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| NEW ORLEANS REGION BLACK CHAMBER OF COMMERCE | ||||||||
| 2021 LAKESHORE DRIVE STE 303 | NEW ORLEANS | LA | 70122 | 455108367 | 501(C)(6) | $7,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| NORTH CAROLINA COMMUNITY CARE HUB | ||||||||
| 121 NASH STREET W | WILSON | NC | 27893 | 991291752 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| PARENTIS HEALTH FOUNDATION | ||||||||
| 24012 CALLE DE LA PLATA 400 | LAGUNA HILLS | CA | 92653 | 811188544 | 501(C)(3) | $178,521 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| PINELLAS COMMUNITY FOUNDATION | ||||||||
| 17755 US HIGHWAY 19 N STE 150 | CLEARWATER | FL | 33764 | 237113194 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| PISGAH LEGAL SERVICES | ||||||||
| 62 CHARLOTTE STREET ASHEVILLE | ASHEVILLE | NC | 28802 | 561191115 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| POINTS OF LIGHT FOUNDATION | ||||||||
| 101 MARIETTA STREET STE 3100 | ATLANTA | GA | 30303 | 650206641 | 501(C)(3) | $50,000 | $0 | SPONSORSHIP OF THE POINTS OF LIGHT CONFERENCE |
| READ TO SUCCEED BUFFALO INC | ||||||||
| 392 PEARL ST STE 100 | BUFFALO | NY | 14202 | 263606661 | 501(C)(3) | $245,796 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 724 E UNIV RM 3700 | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| REGION ONE EDUCATION SERVICE CENTER | ||||||||
| 1900 W SCHUNIOR | EDINBURG | TX | 78541 | 741588186 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| RURAL ENTERPRISES OF OKLAHOMA INC | ||||||||
| 2912 ENTERPRISE DRIVE | DURANT | OK | 74701 | 731129417 | 501(C)(3) | $8,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| SACRAMENTO CHINESE COMMUNITY SERVICE CENTER | ||||||||
| 420 I STREET UNIT 5 | SACRAMENTO | CA | 95814 | 942581434 | 501(C)(3) | $67,292 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS ROGRAM |
| SACRAMENTO FOOD BANK | ||||||||
| 1951 BELL AVE | SACRAMENTO | CA | 95838 | 943315566 | 501(C)(3) | $60,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | 742122979 | 501(C)(3) | $144,331 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SAN FRANCISO-MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(C)(3) | $176,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SARAH'S CIRCLE | ||||||||
| 2551 17TH STREET NW | WASHINGTON | DC | 20009 | 521338101 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| SBP | ||||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | 262189665 | 501(C)(3) | $350,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| SC THRIVE | ||||||||
| 120 RESEARCH DRIVE | COLUMBIA | SC | 29203 | 901011409 | 501(C)(3) | $336,108 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SEABURY RESOURCES FOR AGING | ||||||||
| 6031 KANSAS AVE NW | WASHINGTON | DC | 20011 | 530204693 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| SENIOR CITIZENS OF GREATER DALLAS INC | ||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | 751085555 | 501(C)(3) | $56,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SEQUOIA LIVING INC | ||||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | 941437728 | 501(C)(3) | $97,553 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| SMALL BUSINESS EMPOWERMENT CENTER | ||||||||
| 911 WASHINGTON STE 805 | SAINT LOUIS | MO | 63101 | 800563561 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| SOME INC | ||||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | 237098123 | 501(C)(3) | $125,000 | $0 | GENERAL SUPPORT |
| SOUTH ALABAMA REGIONAL PLANNING | ||||||||
| 110 BEAUREGARD ST STE 207 | MOBILE | AL | 36602 | 630501382 | 501(C)(3) | $200,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| SPARTANBURG COUNTY FOUNDATION | ||||||||
| 424 E KENNEDY STREET | SPARTANBURG | SC | 29302 | 570351398 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| SYSTEM FOR EDUCATION EMPOWERMENT AND SUCCESS | ||||||||
| 7037 CAPITOL STREET STE E221 | HOUSTON | TX | 77011 | 262955047 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| TAYLOR COUNTY SENIOR CITIZENS CENTER | ||||||||
| 800 W ASH STREET | PERRY | FL | 32347 | 203093915 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| TERRIFIC INC | ||||||||
| 1222 T STREET NW | WASHINGTON | DC | 20009 | 521177254 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| THE BUSINESS CENTER FOR ENTREPRENEURSHIP AND SOCIAL ENTERPRISE | ||||||||
| 7500 GERMANTOWN AVENUE ELDERS HALL | PHILADELPHIA | PA | 19119 | 232972070 | 501(C)(3) | $10,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| THE EDGE CONNECTION | ||||||||
| 3070 N MAIN STREET | KENNESAW | GA | 30144 | 582634871 | 501(C)(3) | $10,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| THE SALVATION ARMY | ||||||||
| 1250 W 119TH STREET | CHICAGO | IL | 60643 | 362167909 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| UNIVERSITY OF CALIFORNIA COLLEGE OF THE LAW SAN FRANCISCO | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | 942581680 | GOVT. ENTITY | $677,147 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM |
| UNITED WAY OF CENTRAL GEORGIA INC | ||||||||
| 277 MARTIN LUTHER KING JR BLVD | MACON | GA | 31202 | 580639811 | 501(C)(3) | $83,732 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| UNITED WAY OF GREATER ATLANTA INC | ||||||||
| 40 COURTLAND STREET | ATLANTA | GA | 30303 | 580566194 | 501(C)(3) | $56,285 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| UNITED WAY OF NORTH CAROLINA | ||||||||
| 1130 KILDAIRE FARM RD | CARY | NC | 27511 | 560564547 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| UNITED WAY OF ORANGE COUNTY | ||||||||
| 18012 MITCHELL SOUTH | IRVINE | CA | 92614 | 330047994 | 501(C)(3) | $60,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S TAX-AIDE PROGRAM |
| URBAN LEAGUE OF GREATER ATLANTA | ||||||||
| 229 PEACHTREE ST NE STE 300 | ATLANTA | GA | 30303 | 580593386 | 501(C)(3) | $8,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| VIDA SENIOR CENTERS | ||||||||
| 1842 CALVERT STREET NW | WASHINGTON | DC | 20009 | 237161537 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WE ARE FAMILY SENIOR OUTREACH NETWORK INC | ||||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | 262902518 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WESTERN PIEDMONT COUNCIL OF GOVERNMENTS | ||||||||
| 1800 2ND AVENUE NW | HICKORY | NC | 28603 | 560955853 | 501(C)(3) | $100,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| WHITMAN WALKER FOUNDATION | ||||||||
| 1201 SYCAMORE DRIVE SE | WASHINGTON | DC | 20032 | 823889980 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | ||||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 232741508 | 501(C)(3) | $7,500 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| YMCA OF CENTRAL MARYLAND | ||||||||
| 303 CHESAPEAKE AVENUE | BALTIMORE | MD | 21201 | 520591699 | 501(C)(3) | $45,454 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF PEKIN | ||||||||
| 315 BUENA VISTA AVENUE | PEKIN | IL | 61554 | 370692352 | 501(C)(3) | $6,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| YOUTH CO-OP INC | ||||||||
| 5040 NW 7TH STREET STE 300 | MIAMI | FL | 33126 | 237320351 | 501(C)(3) | $60,000 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM |
| SENIOR FRIENDSHIP CENTERS INC | ||||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501(C)(3) | $125,000 | $0 | GRANT TO SUPPORT DISASTER RELIEF |
| COLORADO GERONTOLOGICAL SOCIETY | ||||||||
| 1129 N PENNSYLVANIA ST | DENVER | CO | 80203 | 742139782 | 501(C)(3) | $49,989 | $0 | GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 109 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCSEP ENROLLEE WAGES AND BENEFITS | 10992 | $67,994,487 |
| EMPLOYEE CRISIS FUND | 1 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION HAS WRITTEN GRANT AGREEMENTS IN PLACE WITH FINANCIAL AND PROGRAMMATIC REPORTING REQUIREMENTS. THE REPORTS ARE REVIEWED AND FINAL PAYMENTS ARE NOT MADE UNTIL ALL WORK HAS BEEN COMPLETED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | IN 2024, MARC MCDONALD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $167,188.60 |
| PART I, LINE 5 | AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION PLAN. UNDER THAT COMPENSATION PLAN, NUMEROUS ORGANIZATIONAL FACTORS ARE CONSIDERED IN EMPLOYEE COMPENSATION, ONE OF WHICH IS GROSS REVENUE OF AARP AND ITS AFFILIATES. |
| PART I, LINE 1A: | ALL NON-EMPLOYEE OFFICERS AND DIRECTORS FOR AARP FOUNDATION SERVE ON A VOLUNTEER BASIS AND ARE NOT COMPENSATED FOR THEIR GENEROUS COMMITMENT TO AARP FOUNDATION. THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REIMBURSED BY AARP FOUNDATION FOR TRAVEL AND SUBSISTENCE COSTS INCURRED IN CARRYING OUT THEIR DUTIES. BOARD MEMBERS LIBBY SARTAIN, ROBERT BLANCATO, AND ROSANNA MARQUEZ SIT ON BOTH THE AARP, INC. BOARD AND THE AARP FOUNDATION BOARD. AARP, INC. PAYS ALL SPOUSE/COMPANION TRAVEL EXPENSES FOR THESE BOARD MEMBERS AND ISSUES THE REQUIRED 1099-MISC WITH THE APPLICABLE INCOME TAX GROSS-UP PAYMENT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839H48 | CUSIPNum |
| Bond Issued | 2004-10-21 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | PURCHASE OF OFFICE SPACE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| Capital Expenditures | $23,688,767 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,311,233 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00670 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00670 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | AFFILIATED ENTITY | RelationshipDescriptionTxt |
| Transaction | $209,413 | TransactionAmt |
| Transaction | SEE BELOW GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $473,638 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH / LOW AVERAGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE AARP BOARD OF DIRECTORS APPOINTS UP TO THIRTEEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT MEMBERS OF THE AARP BOARD. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AARP BOARD OF DIRECTORS APPOINTS UP TO THIRTEEN VOTING MEMBERS OF THE AARP FOUNDATION BOARD OF DIRECTORS. UP TO FOUR OF THE AARP FOUNDATION BOARD MEMBERS MAY BE CURRENT AARP BOARD MEMBERS. THE REMAINING BOARD MEMBERS SHALL BE UNAFFILIATED WITH AARP. AN AARP FOUNDATION BOARD MEMBER MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY FORMAL ACTION OF THE AARP FOUNDATION BOARD OR THE AARP BOARD, AND A SUCCESSOR SHALL BE APPOINTED IN ACCORDANCE TO THE PROCESS DESCRIBED IN THE BYLAWS. THE AARP FOUNDATION BYLAWS PROVIDE THAT NO AMENDMENTS TO THE BYLAWS ADOPTED BY THE FOUNDATION MAY TAKE EFFECT UNTIL APPROVED BY THE AARP BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AARP FOUNDATION FORM 990 IS PREPARED BY AARP'S INTERNAL TAX DEPARTMENT AND REVIEWED BY THE FOUNDATION'S CFO AND OTHER INTERNAL REVIEWERS. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS. ONCE ALL REVIEWS ARE COMPLETE, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS AND EMPLOYEES (INCLUDING OFFICERS) ARE REQUIRED TO REVIEW THE CODE OF CONDUCT, FORMALLY ACKNOWLEDGE THEIR UNDERSTANDING OF THE CODE, AND DISCLOSE ANY REAL OR POTENTIAL CONFLICTS OF INTEREST. DISCLOSURES ARE REVIEWED BY APPROPRIATE MANAGEMENT (OR IN THE CASE OF A BOARD MEMBER, THE BOARD CHAIR, AND IF NECESSARY, THE BOARD OF DIRECTORS), AND THE ETHICS & COMPLIANCE OFFICE. THE APPROPRIATE MITIGATION PLAN IS IMPLEMENTED (FOR EXAMPLE, RECUSAL FROM PARTICIPATING IN ANY DELIBERATIONS AND DECISIONS RELEVANT TO THE DISCLOSURE). THE ETHICS & COMPLIANCE OFFICE MONITORS COMPLIANCE WITH THESE REQUIREMENTS AND ENSURES PROPER FOLLOW-UP AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THROUGH ITS SHARED SERVICES AGREEMENT WITH AARP, AARP FOUNDATION PARTICIPATES IN AARP'S ENTERPRISE-WIDE COMPENSATION REVIEWS. AARP HAS A COMPETITIVE POSITION IN THE MARKETPLACE THAT CONSIDERS RELEVANT FOR-PROFIT AND NOT-FOR-PROFIT DATA SINCE THIS IS THE LANDSCAPE IN WHICH AARP AND ITS AFFILIATES COMPETE FOR TALENT. ESTABLISHING THE APPROPRIATE COMPENSATION FOR POSITIONS AND JOBS CONSIDERS EXTERNAL MARKET PRICING (WHERE POSSIBLE) FROM AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTING FIRM, INTERNAL CRITERIA, AND AN INDIVIDUAL'S ACTUAL PERFORMANCE AND CONTRIBUTION. THE AARP FOUNDATION BOARD GOVERNANCE COMMITTEE PROVIDES INPUT TO THE CEO OF AARP ON THE 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 19 | AARP FOUNDATION MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION ON ITS WEBSITE AND UPON REQUEST TO THE AARP FOUNDATION'S OFFICE OF THE CFO. |
| FORM 990, PART VII, SECTION A | OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: AARP FOUNDATION HAS A STANDARD 40 HOUR WORK WEEK AND THE AVERAGE HOURS ARE DISCLOSED ON FORM 990. OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OFTEN WORK IN EXCESS OF THAT AMOUNT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP (CONSOLIDATED) | |||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 951985500 | SOCIAL WELFARE ORGANIZATION DEDICATED TO PERSONS OVER AGE 50 | DC | 501(C)(4) | N/A | N/A | 0 | |
| LEGAL COUNSEL FOR THE ELDERLY | |||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 521194741 | PUBLIC CHARITY PROVIDING LEGAL ASSISTANCE/EDUCATION TO DC ELDERLY RESIDENTS | DC | 501(C)(3) | 509(A)(1) | 0 | AARP | |
| AARP INSURANCE PLAN | |||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 526069387 | GRANTOR TRUST HOLDING CERTAIN AARP GROUP HEALTH INSURANCE POLICIES | DC | 501(C)(4) | N/A | 0 | AARP | |
| WISH OF A LIFETIME | |||||||||||
| 303 EAST 17TH AVENUE STE 850 | DENVER | CO | 80203 | 262123649 | SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING/ SHARING LIFELONG WISHES | CO | 501(C)(3) | 509(A)(1) | 0 | AARP | |
| OLDER ADULTS TECHNOLOGY SERVICES | |||||||||||
| 236 WEST 30TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | 550882599 | HARNESS THE POWER OF TECHNOLOGY TO CHANGE THE WAY WE AGE | NY | 501(C)(3) | 509(A)(1) | 0 | AARP | |
| AARP FOUNDATION TRUST CO BLACKROCK INSTITUTIONAL TRUST COMPANY NA TTE | |||||||||||
| 400 HOWARD STREET | SAN FRANCISCO | CA | 94105 | 306645385 | GRANTOR TRUST HOLDING CERTAIN EXCHANGE TRADED INVESTMENT FUNDS | CA | 501(C)(3) | 509(A)(1) | 0 | AARP FOUNDATION | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| AARP FINANCIAL SERVICES CORPORATION | ||||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | 521367607 | REAL ESTATE HOLDING COMPANY | DE | AARP | C | 0 | |
| AARP SERVICES INC (CONSOLIDATED) | ||||||||||
| 620 F STREET NW | WASHINGTON | DC | 20004 | 522141065 | QUALTIY CONTROL AND RESEARCH | DE | AARP | C | 0 | |
| THE H WAYNE AND ANNE D BARBETTI CHARITABLE REMAINDER UNITRUST | ||||||||||
| 5011 HAVEN AVENUE | OCEAN CITY | NJ | 08226 | 206379297 | CHARITABLE REMAINDER TRUST | NJ | T | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AARP INC - GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS | ||
| B | $209,413 | GRANT AGREEMENT |
| AARP INC | ||
| C | $514,383 | CASH CONTRIBUTIONS |
| AARP INC - BOND STANDBY AGREEMENT | ||
| E | $25,000,000 | IN THE EVENT OF DEFAULT |
| AARP INC - IN-KIND ADVERTISING | ||
| M | $7,227,400 | PUBLICATION SPACE MARKET VALUE |
| AARP INC - IN-KIND SHARED SERVICES | ||
| M | $25,749,994 | ALLOCABLE COST |
| AARP INC - MAILING LISTS | ||
| N | $0 | SEE SUPPLEMENTAL INFORMATION |
| AARP INC - MAINTENANCE | ||
| P | $880,447 | COSTS INCURRED |
| AARP INC - SERVICES PROVIDED BY AARP FDN EMPLOYEES | ||
| Q | $564,528 | SALARY/BENEFITS - TIME REPORTED |
| AARP INC - 25K ANNUAL FEE LINE OF CREDIT | ||
| R | $25,000 | CASH PAID |
| OLDER ADULTS TECHNOLOGY SERVICES | ||
| B | $788,322 | GRANT AGREEMENT |
| LEGAL COUNSEL FOR THE ELDERLY | ||
| B | $50,000 | CASH CONTRIBUTIONS |
| ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE | ||
| R | $2,111,216 | PREMIUMS PAID |
| AARP SERVICES INC | ||
| C | $100,000 | CASH CONTRIBUTIONS |
| OLDER ADULTS TECHNOLOGY SERVICES - SERVICES PROVIDED BY AARP FDN EMPLOYEES | ||
| Q | $152,311 | SALARY/BENEFITS - TIME REPORTED |
| WISH OF A LIFETIME - SERVICES PROVIDED BY AARP FDN EMPLOYEES | ||
| Q | $159,449 | SALARY/BENEFITS - TIME REPORTED |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2(A)(7) | FormAndLineReferenceDesc |
| Explanation | AARP FOUNDATION AND AARP, ITS PARENT ORGANZIATION, SHARE MAILING LISTS. AARP DOES NOT RENT ITS MAILING LIST TO OTHER ORGANIZATIONS, SO A FAIR MARKET VALUE OF THE BENEFIT TO THE FOUNDATION HAS NOT BEEN ESTABLISHED. THE AARP LIST IS MUCH LARGER AND THUS PRESUMABLY MORE VALUABLE THAN THE FOUNDATION LIST. MOREOVER, THE VAST MAJORITY OF NAMES ON THE AARP FOUNDATION LIST ARE ALREADY ON THE AARP LIST, AS THEY ARE ALSO AARP MEMBERS. | ExplanationTxt |