2023-11-03T13:01:00-05:00 2022-12-31 990 2022-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Claire Casey President 2024343399 2023-11-02 Claire Casey 999009999 0 X 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Claire Casey 601 E Street NW Tax Dept Washington DC 20049 662915038 0 X www.aarp.org/foundation X 1961 DC AARP Foundation is tackling senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connection. 9 9 389 27047 317726 37784 161205196 169881942 2065479 822571 90351797 26443502 540627 6068951 254163099 203216966 73303697 83240788 0 0 43610564 42446270 1841697 1832265 23248196 62828201 67885886 181584159 195405209 72578940 7811757 703184035 662653314 55117407 60234067 648066628 602419247 X AARP Foundation is tackling senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connection.AARP Foundation works to end senior poverty and reduce financial hardship. AARP Foundation is creating and advancing the most effective solutions to help older adults living with low income secure the essentials. AARP Foundation develops, implements, and supports programs both directly and in collaboration with key partners nationwide. The focus of the Foundation's work is addressing poverty among older adults by increasing income through earnings and access to critical benefits and services; and decreasing expenditures for major cost-of-living expenses such as housing, food, and health care. 0 0 94283856 69132365 0 Workforce ProgramsSenior Community Service Employment Program:Funded by a grant from the U.S. Department of Labor, the AARP Foundation Senior Community Service Employment Program (SCSEP) has operated for over 50 years and is the oldest and largest older worker program in the country. SCSEP organizes training assignments that help participants build job skills while giving back to their community. The training assignments are with nonprofit and public facilities like day care centers, senior centers, schools, and hospitals, where SCSEP participants train an average of 20 hours a week in a variety of community service positions. With on-the-job training experience and updated skills, participants improve their ability to find permanent employment. In order to be eligible for SCSEP, participants must be 55 or older, unemployed, and have an income not more than 125% of the established federal poverty guidelines. AARP Foundation SCSEP serves more than 12,000 people annually in 90 municipalities, 19 states, and Puerto Rico. At least 75% of SCSEP participants retain employment nine months after taking part in the program and has placed participants with more than 9,000 employers in the last three years. www.aarpfoundation.org/scsepBack to Work 50+: Since 2013, BACK TO WORK 50+ (BTW50+) has served unemployed jobseekers 50 and older with a suite of tools and coaching resources to help them compete with confidence for today's in-demand jobs. Foundational to its success is a nationwide network of community partners who implement program components in their local communities. Trained career transition coaches host in-person and online coaching programs that provide a job search guide and workbook, group and individual sessions, connections to skills training, and access to employers. The program is available nationally through webinars hosted by AARP Foundation coaches, and in eight states through 14 nonprofit organizations and community colleges. www.aarpfoundation.org/backtoworkWork for Yourself@50+: Through nationwide partners, the Work for Yourself@50+ (WFY@50+) program makes it easy for people over 50 to explore self-employment options, with free tools and resources that can help them increase their financial stability. A series of workshops and a toolkit guide participants through five simple steps while providing coaching and peer support. An online Freelancing Resource Center provides additional support and advice. The Work for Yourself@50+ Incubator Program, powered by Bridge for Billions, helps older adults with low-income launch and develop successful businesses through an online platform, virtual mentorship, and coaching sessions. WFY@50+ has served more than 52,000 older adults since it launched in 2016, and AARP Foundation collaborates with more than 21 organizations across 16 states and Washington, D.C., to implement the program. www.workforyourself.aarpfoundation.orgDigital Skills Ready@50+The Digital Skills Ready@50+ initiative, made possible through a $10 million grant from Google.org through the TIDES Foundation, was created to meet a pressing need: digital skills training for people over 50 who are living with low income, with a particular focus on women and people of color. The trainings help to increase older adults' economic security and social connections through a curriculum focused on basic digital skills to help them find and secure jobs, change careers, or explore entrepreneurship. The program is currently rolling out across eight states. 19129684 735000 17590 Tax and Credit ProgramsTax-Aide:AARP Foundation Tax-Aide provides in-person and virtual tax preparation help to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. Tax-Aide is the largest free, volunteer-based tax assistance and preparation program in the U.S. with over 25,000 volunteers nationwide. Tax-Aide volunteers are trained and IRS-certified every year to make sure they know about and understand the latest changes and additions to the tax code. www.aarpfoundation.org/taxaideProperty Tax-Aide:AARP Foundation Property Tax-Aide helps older adults with low income take advantage of property tax refund and credit programs, saving them money and helping them stay in their homes longer. Property Tax-Aide uses an innovative online fintech tool to simplify the process of applying for property tax refunds and credits. Trained program volunteers use an eligibility screener to determine eligibility for a property tax refund or credit. The volunteers then use an application wizard to help eligible older adults complete the appropriate forms and prepare them for filing. Assistance is available both in person and online. We currently serve 12 states and the District of Columbia and plan to expand nationwide to all states offering property tax relief. 8746698 6426399 0 Benefits ProgramsSupplemental Nutrition Assistance Program (SNAP) Application Assistance:AARP Foundation is helping to increase enrollment in the SNAP for eligible older adults so they can receive and use SNAP benefits to buy healthy food - affordably. This includes support of ESAP, the Elderly Simplified Application Process. Through grantmaking, AARP Foundation supports nonprofit community organizations in 10 states that received waivers from the USDA to enact the Elderly Simplified Application Project (ESAP). ESAP streamlines the application process, making it easier for people who are over 60 and have no earned income to receive SNAP benefits. The community organizations use these grants to field more calls and sign up more seniors for SNAP. AARP Foundation also helps additional states apply for ESAP waivers so the program can reach more older adults across the country and support program implementation once the waiver is granted.Earned Income Tax Credit:AARP Foundation is helping eligible older adults take advantage of the Earned Income Tax Credit (EITC), a refundable credit that supplements incomes for workers earning low wages. Through the Tax-Aide program, AARP Foundation is providing taxpayers in over 3,000 communities with free tax preparation and filing services, ensuring that eligible older adults claim the Earned Income Tax Credit when they file. AARP Foundation is also focused on efforts to raise awareness of the EITC among eligible older adults, launching grants and marketing in 2022 to raise awareness and support temporary EITC eligibility expansion. Medicare Savings Program:State Medicare Savings Programs (MSP) can help pay premiums, deductibles, coinsurance, copayments, and prescription drug coverage costs but many older adults don't know they exist, and the process can be confusing. AARP Foundation is focused on reaching older adults with low income who are eligible for MSP but are not enrolled to help them apply for this valuable assistance.Student Loan Repayment Tool:Older adults are the fastest growing group of student loan borrowers, carrying this debt into middle age and beyond. Of the 45 million adults who hold student loan debt, 1 in 5 are 50 or older. These 9 million older adults owe more than $387 billion in student loans. The Department of Education offers critical, yet under-utilized safety net programs that contribute to the financial security of older adult student loan borrowers.The goal of our student loan debt program is to increase enrollment in the federal student loan programs such as Income Driven Repayment, Public Service Loan Forgiveness, Fresh Start, and others. AARP Foundation is raising awareness of these federal programs and supporting borrowers through the enrollment process. AARP Foundation is partnering with Savi to support older student loan borrowers in navigating complicated eligibility criteria and processing paperwork with their loan servicers. 8128894 1580170 339480 Social Connection and Intergenerational ProgramsConnect2affect:Research shows that being connected to one's community may help alleviate poverty and improve overall health. A strong social network can become a lifeline to the kind of support and financial resources that make a difference during times of need. Through Connect2Affect, AARP Foundation calls attention to the issue and helps people build the social connections they need to thrive. Connect2affect.org provides visitors with tips on staying connected to their communities and helpful resources. In addition, through its grants program, AARP Foundation sponsors new research by national and local partners to explore how health systems, nonprofits, and community organizations can connect older adults to services that address their needs. https://connect2affect.org/Experience Corps:AARP Foundation Experience Corps is a community-based volunteer program that engages highly trained adults over 50 as tutors and mentors to help K-3 students become better readers by the end of third grade. It is a proven "triple win," helping students succeed, older adults thrive, and communities grow stronger. Experience Corps puts a special emphasis on serving diverse populations in underserved communities, while almost 70% of its volunteers come from a broad variety of non-teaching professions. https://www.aarp.org/experience-corps/ 5276040 5000 236681 Legal Advocacy:AARP Foundation conducts legal advocacy through its litigating arm, AARP Foundation Litigation - a public interest law firm at the intersection of aging and social justice. AARP Foundation Litigation's primary mission is to ensure that older adults have a voice and proper representation in the legal system.AARP Foundation attorneys advocate for systemic change in federal and state courts nationwide to advance the legal rights and interests of people 50 and older, particularly those who are vulnerable and have low income.The Litigation team files and supports lawsuits that will have a significant impact on senior poverty by reducing barriers to employment, including self-employment; increasing access to public and private benefits; protecting consumers by stopping unlawful business practices and securing refunds for those who have lost money; lowering out-of-pocket costs for key expenses, such as housing, food and health care; and promoting more racially and otherwise equitable outcomes across these areas. www.aarpfoundation.org/litigation 16914237 5361854 228820 Contributions and Other Programs:AARP Foundation sponsors organizations, events, and virtual conferences that highlight tangible ways to increase income and equitable outcomes for older adults living with low income. The Foundation also supported relief for older victims of Hurricane Fiona and Hurricane Ian.AARP Foundation has also awarded grants to AARP in the amount of $4,248,912 to further the Foundation's charitable mission of helping older adults with low income secure the essentials through programs that focus on caregiving, nursing, safe driving, and asset protection to safeguard income. 30319171 6947024 804981 152479409 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 132 0 1 389 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VI WA WI WV X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 X Lisa Marsh Ryerson President (until 6/10/22) 40.00 0.00 X X 334750 2933 72297 Emily S Allen - SVP Programs & Interim Pres. (as of 6/10/22) 40.00 0.00 X X 362139 0 74353 Diane D Miller Vice Chair 6.00 0.00 X 0 0 0 David Adame Board Member (until 7/11/22) 6.00 0.00 X 0 0 0 Patricia Banks Board Member 6.00 0.00 X 0 0 0 Susan Werth Board Member 6.00 0.00 X 0 0 0 Ann G Daw Board Member 6.00 0.00 X 0 0 0 Libby Sartain Board Chair 6.00 10.00 X 0 0 0 Robert Blancato Board Member 6.00 10.00 X 0 0 0 Margot James Copeland Board Member 6.00 10.00 X 0 0 0 Gregory J Dyson Board Member 6.00 0.00 X 0 0 0 Betty J Hudson Board Member 6.00 0.00 X 0 0 0 Patricia D Shannon CFO & Senior Vice President 40.00 0.00 X 450062 0 79924 Jami Wyatt Secretary 1.00 40.00 X 0 307631 88453 David Whitehead SVP & Chief Development Officer 40.00 0.00 X 380743 11695 81126 William A Rivera SVP - Litigation 40.00 0.00 X 317573 14289 66523 Demerios Antzoulatos VP - Finance, Grants, & Operations 40.00 0.00 X 291067 0 84799 Patrick Landers VP - Strategy & Innovation 40.00 0.00 X 276198 0 73675 Stephen Venute VP - Corp & Fdn Relations 40.00 0.00 X 282960 0 67465 Steven Delvecchio VP - Direct Response 40.00 0.00 X 278038 0 59208 Marc McDonald VP - Integration 40.00 0.00 X 268875 0 74016 3242405 336548 821839 111 0 1 0 The Moore Companies Inc 5540 Ketch Road Prince Frederick MD 20678 Commercial printing services 4143804 Concord Litho Group Inc 92 Old Turnpike Road Concord NH 03301 Strategic & creative marketing services 3680152 Bartlit Beck LLP 54 West Hubbard Street Chicago IL 60654 Legal services 1896685 The Gnar Company Inc 19 Kingston Street Boston MA 02111 Custom software services 1799370 CP Direct Inc 4600 Boston Way Lanham MD 20706 Commercial printing services 1553139 112 120718 3494109 97204256 69062859 10714 169881942 Experience Corps Program Fees 900099 339480 339480 483091 483091 822571 11887242 55265 11831977 474254332 459640593 57479 14613739 -57479 14556260 264701 14291559 Legal settlement 900099 6015047 6015047 Partnership K-1 Income 900099 277875 -2240 280115 CGA severance/change in value 900099 -226074 -226074 2103 2103 6068951 203216966 822571 317726 32194727 17702224 17702224 65538564 65538564 1956059 552176 994962 408921 33637330 24135345 5550159 3951826 1140908 796077 204489 140342 3499403 2495155 587078 417170 2212570 1456599 455842 300129 316715 316715 170000 170000 1832265 1832265 4157333 2508 4153959 866 12380895 9963949 1855626 561320 3854527 1346393 1799064 709070 2309926 2282423 9445 18058 9073798 8336507 611365 125926 3387524 2962822 266955 157747 739985 592505 80373 67107 84123 10123 73875 125 582627 158157 369847 54623 1516213 715940 554603 245670 Printing & postage 21622171 7551249 80309 13990613 Volunteer expenses 3177586 3157780 19806 Telecommunication expen 1644199 1576507 35230 32462 Taxes & Licenses 1159056 253219 821455 84382 1709208 576472 983162 149574 195405209 152479409 19677604 23248196 X 16351191 5596538 0 10754653 3971589 2328296 8146436 7234612 10682402 13222990 193 797565 997938 29963546 19511202 12008778 10452344 251635091 287072370 410610943 336318235 5112604 4824969 218627 201367 703184035 662653314 18707583 22010798 8091301 10038045 25000000 25000000 3318523 3185224 55117407 60234067 X 151046647 147112691 497019981 455306556 648066628 602419247 703184035 662653314 7811757 -53459138 0 X 0 1 X 1 1 1 X 248393740 263901186 167121307 161205196 169881942 1010503371 248393740 263901186 167121307 161205196 169881942 1010503371 203191557 807311814 11340283 16687556 14752606 21025332 12165117 75970894 922364 1197600 524704 1877205 6613647 11135520 1097609785 0.73550 0.68320 X Part II, Line 10 (A): 2018 Experience Corps program fees - $907,953 2018 All other program income - $213,238 2018 CGA severence - $226,859 2018 CGA change in value - ($436,277) 2018 Fundraising income - $10,150 2018 Miscellaenous income - $441 Total 2018 Program Service & Other Income - $922,364 Part II, Line 10 (B): 2019 Experience Corps program fees - $945,380 2019 All other program income - $441,701 2019 CGA severence - $215,914 2019 CGA change in value - ($405,481) 2019 Miscellaenous income - $87 Total 2019 Program Service & Other Income - $1,197,601 Part II, Line 10 (C): 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 (D): 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 (E): 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 Legal settlement - $6,015,047 Total 2022 Program Service & Other Income - $6,613,647 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 519049792 1945206 -24250476 20648675 476095847 469744289 304187 66463852 17462536 519049792 442770788 377860 40251351 13655710 469744289 307583157 81030355 55109672 952396 442770788 244360170 78113983 -13990060 -900936 307583157 0.05791 0.94209 0 0 4440000 4440000 22736908 16893913 5842995 2786638 2617289 169349 10452344 BNYM investment portfolio 331512844 F Charitable gift annuities 4805391 F 336318235 Charitable Gift Annuity Liability 3185224 3185224 X 198412697 -53459138 54346246 887108 197525589 5691377 5691377 203216966 244060078 54346246 57479 54403725 189656353 5748856 5748856 195405209 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: statements Loss on disposal of fixed assets treated as expense in the financial -57,479. Investment expenses treated as contra-revenue in the financial statements 4,157,333. Investment expenses from K-1s included in unrealized gain on financial 1,591,523. statements Part XII, Line 2d - Other Adjustments: Loss on disposal of fixed assets treated as expense in the financial statements 57,479. Part XII, Line 4b - Other Adjustments: Investment expenses treated as contra-revenue in the financial statements 4,157,333. Investment expenses from K-1s included in unrealized gain on financial 1,591,523. statements Central America and the Caribbean 0 0 BNYM investment portfolio 103331922 Europe (Including Iceland & Greenland) 0 0 BNYM investment portfolio 20194541 North America 0 0 BNYM investment portfolio 5403151 0 0 0 0 0 0 128929614 0 128929614 1 0 1 1 1 0 Part III Accounting Method: Schedule F, Part IV, Questions 1 and 3 - 5 Question 1: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 3: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign corporations. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 4: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, passive foreign investment companies. AARP Foundation will file other IRS forms in connection with such investments as necessary. Question 5: AARP Foundation invests in several alternative investment funds, some of which are, or may invest (directly or indirectly) in, foreign partnerships. AARP Foundation will file other IRS forms in connection with such investments as necessary. X X X X X X 1 Chapman Cubine Allen and Hussey Inc 2000 15th Street North Ste 550 Arlington VA 22201 Direct mail production management services 0 0 628732 0 Gift Strategies LLC 1539 Fall River Ave Ste 3 Seekonk MA 02771 Outbound calling services to donors 0 0 611153 0 Blue State Digital 41 Flatbush Avenue 8th Fl Brooklyn NY 11217 Marketing advisory services 0 0 544380 0 Amergent 9 Centennial Drive Peabody MA 01960 Marketing advisory services 0 0 48000 0 1832265 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Schedule G, Part I, Line 2b, Column (v): These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses. Schedule G, Part I, Line 2b, Column (v): Chapman Cubine Allen and Hussey, Inc. Professional fundraising fee $628,732 Consulting fee $14,406 Advertising & promotion $158,818 Total paid to Chapman Cubine Allen and Hussey, Inc. $801,956 Gift Strategies LLC Professional fundraising fee $611,153 Total paid to Gift Strategies LLC $611,153 Blue State Digital Professional fundraising fee $544,380 Consulting fee $118,984 Total paid to Blue State Digital $663,364 Amergent Professional fundraising fee $48,000 Advertising & promotion $16,900 Technology fee $68,900 Total paid to Amergent $133,800 1 AARP 601 E Street NW Washington DC 20049 951985500 501(c)(4) 4248912 0 Charitable work conducted on behalf of AARP Foundation Older Adults Technology Services 168 7th Street Suite 3A Brooklyn NY 11215 550882599 501(c)(3) 1800000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program 3 Leaf Literacy Leadership and Learning Institute 5209 Clubview Drive Dallas TX 75232 522416615 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Abington Township Public Library 1030 Old York Road Abington PA 19001 236000025 Govt. entity 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Accounting Aid Society 3031 W Grand Blvd Suite 470 Detroit MI 48202 237310753 501(c)(3) 200000 0 Grant to support AARP Foundation's Tax and Credit program Adelante Development Center 3900 Osuna Road NE Albuquerque NM 87109 850262072 501(c)(3) 60000 0 Grant to support AARP Foundation's Benefits program AES Literacy Institute Incorporated 8204 Elmbrook Drive Ste 213 Dallas TX 75247 833899952 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Agency on Aging of South Central Connecticut 117 Washington Avenue Suite 17 New Haven CT 06473 060915531 501(c)(3) 5051 0 Grant to support AARP Foundation's Experience Corps program Aging People in Prison Human Rights Campaign 4306 Belvieu Avenue Baltimore MD 21215 832771682 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Alameda County Food Bank 7900 Edgewater Drive Oakland CA 94621 942960297 501(c)(3) 90000 0 Grant to support AARP Foundation's SNAP benefits program Arapahoe County Government 1690 W Littleton Blvd Littleton CO 80120 846000740 Government 7000 0 Grant to support AARP Foundation's Back to Work 50+ program Ashville-Buncombe Technical Community College 340 Victoria Rd Ashville NC 28801 561993458 501(c)(3) 28900 0 Grant to support AARP Foundation's Workforce program Atlanta Community Food Bank 732 Joseph E Lowery Blvd NW Atlanta GA 30318 581376648 501(c)(3) 68995 0 Grant to support AARP Foundation's SNAP benefits program Atlanta Center Self-Sufficiency 460 Edgewood Ave SE Atlanta GA 30312 581479816 501(c)(3) 30000 0 Grant to support AARP Foundation's Back to Work 50+ program Austin Area Urban League 8011 Cameron Road Ste A100 Austin TX 78754 741890518 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Benefits Data Trust Two Logan Square Ste 550 Philadelphia PA 19102 203455598 501(c)(3) 450000 0 Grant to support AARP Foundation's SNAP benefits program Benefits in Action PO Box 140598 Edgewater CO 80214 873774775 501(c)(3) 638973 0 Grant to support AARP Foundation's Benefits program Boys-Girls Club Washington 4103 Benning Road NE Washington DC 20019 530236759 501(c)(3) 300000 0 Grant to support AARP Foundation's Experience Corps program Brevard Workforce Development Board Inc 297 Barnes Blvd Rockledge FL 32955 593031785 501(c)(3) 65000 0 Grant to support AARP Foundation's Workforce program Career Gear Houston 7500 Bellaire Blvd Ste BB20 Houston TX 77036 202383035 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Chicago Cook Workforce Partnership 69 W Washington Suite 2860 Chicago IL 60602 364122225 501(c)(3) 105000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ & Back to Work 50+ programs Chicago Housing Authority 60 E Van Buren Chicago IL 60605 366000618 Government 8000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Chinatown Services Center 767 N Hill Street Suite 400 Los Angeles CA 90012 952918844 501(c)(3) 205000 0 Grant to support AARP Foundation's SNAP benefits program Chinese Community Center Inc 9800 Town Park Drive Houston TX 77036 760067885 501(c)(3) 450000 0 Grant to support AARP Foundation's Benefits program City of Edwardsville 112 S Kansas Street Edwardsville IL 62025 376001409 Government 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program City of Pottsboro PO Box 477 Pottsboro TX 75076 756003903 Government 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program City of Refuge Incorporated 1300 Joseph E Boone Blvd NW Atlanta GA 30314 582194642 501(c)(3) 85000 0 Grant to support AARP Foundation's Back to Work 50+ program City of Tempe 20 E 6th Street Tempe AZ 85281 866000262 Government 37493 0 Grant to support AARP Foundation's Experience Corps program Coalition Latinoamericana 4938 Central Avenue Charlotte NC 28205 581945776 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Coalition on Adult Basic Education PO Box 14400 Bradenton FL 34280 593164580 501(c)(3) 150000 0 Grant to support AARP Foundation's Workforce program Dress for Success Charity New Orleans 1700 Josephine St Ste 101 New Orleans LA 70113 721444242 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Dress for Success Pittsburgh 305 34th Street Pittsburgh PA 15201 202388089 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Dress for Success Triangle NC 1812 Tillery Place Ste 105 Raleigh NC 27604 262229898 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Dress for Success Winston Salem 375 Buxton Street Winston Salem NC 27101 263973444 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program East Harris County Empowerment Council 11821 E Freeway Ste 500 Houston TX 77029 270377576 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program East Side Learning Center 740 York Avenue Saint Paul MN 55106 043699678 501(c)(3) 191957 0 Grant to support AARP Foundation's Experience Corps program Economic Opportunity for Savannah Chatham County Area Inc 618 W Anderson Street Savannah GA 31415 580952632 501(c)(3) 60000 0 Grant to support AARP Foundation's Back to Work 50+ program El Camino Community College 16007 Crenshaw Blvd Torrance CA 90506 956001060 Govt. entity 30000 0 Grant to support AARP Foundation's Back to Work 50+ program Elder Law of Michigan Inc 3815 W St Joseph Street No C200 Lansin MI 48917 382960530 501(c)(3) 148868 0 Grant to support AARP Foundation's Benefits program Elev8 Baltimore Inc 800 N Charles Street Ste 400 Baltimore MD 21201 460889783 501(c)(3) 300000 0 Grant to support AARP Foundation's Experience Corps program Enterprise Community Partners 70 Corporate Center 11000 Broken Land Pkwy Ste 700 Columbia MD 21044 521231931 501(c)(3) 95000 0 Grant to support AARP Foundation's Benefits program Evelyn Rubenstein Jewish Community Center 5601 S Braeswood Blvd Houston TX 77096 741198298 501(c)(3) 12000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Family Service Center of Houston and Harris County PO Box 70068 Houston TX 77270 741152613 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Father Matters Inc PO Box 13575 Tempe AZ 85284 911846806 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Fundacion Fondo Acceso a la Justicia 800 Edificio Comercial 18 Ofic 201-A San Juan PR 00907 660831102 150000 0 Donation for disaster recovery Feeding Texas 1524 S IH 35 Suite 342 Austin TX 78704 742762542 501(c)(3) 125000 0 Grant to support AARP Foundation's SNAP benefits program Feeding the Gulf Coast 5248 Mobile South Street Theodore AL 36582 630821997 501(c)(3) 150000 0 Grant to support AARP Foundation's SNAP benefits program Fisher Titus Medical Center 272 Benedict Avenue Norwalk OH 44857 344430716 501(c)(3) 146625 0 Grant to support AARP Foundation's Benefits program FRAC (Food Research & Action Center) 1200 18th Street NW Suite 400 Washington DC 20036 237200739 501(c)(3) 50000 0 Grant to support AARP Foundation's SNAP benefits program Foundation Communities 3036 S 1st Street Suite 200 Austin TX 78704 742563260 501(c)(3) 113928 0 Grant to support AARP Foundation's Benefits program Friends of the New Orleans Public Library 219 Loyola Avenue New Orleans LA 70112 726028003 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Friends of the Tomball Community Library 30555 State Highway 249 Tomball TX 77375 474487756 501(c)(3) 8000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Full Circle Communities 310 S Peoria Street Ste 500 Chicago IL 60607 364382850 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Gervonni Cares Inc 10332 W Crown King Road Tolleson AZ 85353 852229689 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Goodwill Industries of the Coastal Empire Inc 7220 Sallie Mood Drive Savannah GA 31406 461548302 501(c)(3) 30000 0 Grant to support AARP Foundation's Back to Work 50+ program Greater Cleveland Volunteers 4415 Euclid Avenue Ste 200 Cleveland OH 44103 341356768 501(c)(3) 12508 0 Grant to support AARP Foundation's Experience Corps program Harris County Friends of the Library 5749 South Loop E Houston TX 77033 760240145 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Hispanic Chamber of Commerce of LA Foundation 1515 Poydras St Ste 1010 New Orleans LA 70112 223939922 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Housing Authority City of Pittsburgh 200 Ross Street 8th Fl Pittsburgh PA 15219 256001768 Govt. entity 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Housing Authority of the City of Brownsville 2606 Boca Chica Blvd Brownsville TX 78521 746000426 Govt. entity 12000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Housing Authority of the City of Goldsboro 700 N Jefferson Avenue Goldsboro NC 27530 566003260 Govt. entity 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Houston Food Bank 535 Portwall Street Houston TX 77029 760311190 501(c)(3) 120850 0 Grant to support AARP Foundation's SNAP benefits program Hunger Free America Inc 50 Broad Street Ste 1103 New York NY 10004 133471350 501(c)(3) 150000 0 Grant to support AARP Foundation's SNAP benefits program Info Line of San Diego County 3860 Calle Fortunada Ste 101 San Diego CA 92123 331029843 501(c)(3) 525000 0 Grant to support AARP Foundation's SNAP benefits program Iowa Center of Economic Success 8345 University Blvd Ste F Clive IA 50325 201037604 501(c)(3) 10000 0 Grant to support AARP Foundation's Work for Yourself 50+ program Jefferson State Community College 2601 Carson Road Birmingham AL 35215 630501357 Govt. entity 25000 0 Grant to support AARP Foundation's Back to Work 50+ program Jewish Family Services of San Antonio Texas Inc 12500 N W Military Hwy 250 San Antonio TX 78231 741759254 501(c)(3) 8000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Jewish Family Services of Greater Dallas Inc 5402 Arapaho Road Dallas TX 75248 751992728 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program LA Family Housing Corp 7843 Lankershim Blvd North Hollywood CA 91605 953920560 501(c)(3) 450000 0 Grant to Improved Financial Stability for Older Adults Experiencing Homelessness in Los Angeles Lee County Legal Aid Society 2400 First St Unit 214 Fort Myers FL 33901 591163686 501(c)(3) 150000 0 Grant to support disaster relief Legal Aid at Work 180 Montgomery Street Ste 600 San Francisco CA 94104 942783401 501(c)(3) 75000 0 Grant to support AARP Foundation's Benefits program Legal Aid Services of Broward County 491 North State Road 7 Plantation FL 33317 591547191 501(c)(3) 150000 0 Grant to support disaster relief Legal Society of Cleveland 1223 W 6th Street Cleveland OH 44113 340866026 501(c)(3) 100000 0 Grant to Relieve Debt Burdens for Older Consumers through Legal Aid L-H Transitional Center Inc 2410 Caplin St Houston TX 77026 760654765 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Literacy Action Inc 231 Peachtree St NE Ste M100 Atlanta GA 30303 581053728 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Literations 25 Kingston Street 4th Fl Boston MA 02111 043227007 501(c)(3) 194105 0 Grant to support AARP Foundation's Experience Corps program Medicare Rights Center Inc 1444 I Street NW Ste 1105 Washington DC 20005 133505372 501(c)(3) 150000 0 Grant to support AARP Foundation's Benefits program Mesa Community Action Network Inc 868 E University Drive Mesa AZ 85203 860558407 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Metropolitan Family Service 230 NE 2nd Avenue Ste 2 Hillsboro OR 97124 930397825 501(c)(3) 94501 0 Grant to support AARP Foundation's Experience Corps program MHP Salud 2111 Golfside Drive 2B Ypsilanti MI 48197 383092194 501(c)(3) 445104 0 Grant to support AARP Foundation's Benefits program mRelief 233 N Michigan Avenue Chicago IL 60601 473559589 501(c)(3) 352665 0 Grant to support AARP Foundation's SNAP benefits program National Experienced Workforce Solutions 3811 North Fairfax Drive Suite 900 Arlington VA 22203 522003078 501(c)(3) 250000 0 Grant to support AARP Foundation's Workforce program National Foundation for Credit Counseling 2033 K Street NW Suite 425 Washington DC 20006 530132493 501(c)(3) 150000 0 Grant to support AARP Foundation's SNAP benefits program New Hanover County 230 Government Center Dr Ste 165 Wilmington NC 28403 566000324 Government 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Northampton Community College 3835 Green Pond Road Bethlehem PA 18020 236417444 Govt. entity 30000 0 Grant to support AARP Foundation's Back to Work 50+ program Northwest Georgia Housing Authority PO Box 1428 Rome GA 30162 753115354 Government 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Opportunities for Success Education Center Inc 13405 Floyd Circle Ste 106 Dallas TX 75243 814875958 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Orange County's United Way 18012 Mitchell South Irvine CA 92614 330047994 501(c)(3) 120000 0 Grant to support AARP Foundation's Tax and Credit program Pennsylvania Association for the Blind 71 S 1st Avenue Coatesville PA 19320 231403149 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Ponce Neighborhood Housing Services Inc 57 Calle Mendez Vigo Ponce PR 00730 660501718 501(c)(3) 125000 0 Grant to support disaster relief Region One Education Service Center 1900 W Schunior Edinburg TX 78541 741588186 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Richland County Public Library 1431 Assembly Street Columbia SC 29201 576000396 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Sacramento Food Bank 3333 3rd Avenue Sacramento CA 95817 943315566 501(c)(3) 60000 0 Grant to support AARP Foundation's SNAP benefits program San Antonio Food Bank 5200 Old Highway 90 West San Antonio TX 78227 742122979 501(c)(3) 155000 0 Grant to support AARP Foundation's SNAP benefits program San Francisco Marin Food Bank 900 Pennsylvania Avenue San Francisco CA 94107 943041517 501(c)(3) 110000 0 Grant to support AARP Foundation's SNAP benefits program St Bernard Project Total 2645 Toulouse Street New Orleans LA 70119 262189665 501(c)(3) 225000 0 Grant to support disaster relief South Carolina Association of Community Action 2700 Middleburg Dr Columbia SC 29204 550861643 501(c)(3) 190000 0 Grant to support AARP Foundation's Workforce program SC Thrive 2211 Alpine Road Extension Columbia SC 29223 901011409 501(c)(3) 427902 0 Grant to support AARP Foundation's SNAP benefits program Seattle Jobs Initiative 1200 12th Ave S Unit 160 Seattle WA 98144 470900181 501(c)(3) 17615 0 Grant to support AARP Foundation's Workforce program Senior Community Services Inc 600 Swarthmore Avenue Folsom PA 19033 232036247 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Senior Friendship Centers 1888 Brother Geenen Way Sarasota FL 34236 591522614 501(c)(3) 300000 0 Grant to support disaster relief Single Stop USA Inc 123 William St 901 New York NY 10038 208837690 501(c)(3) 200000 0 Grant to support AARP Foundation's Tax and Credit program South AL Regional Planning Commission 110 Beauregard St Suite 207 Mobile AL 36602 630501382 501(c)(3) 148000 0 Grant to support AARP Foundation's Benefits program South Central Workforce Investment Board 4201 Crums Mill Road Ste 200 Harrisburg PA 17112 510475788 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program St Bernard Parish Government Workforce 8201 West Judge Perez Drive Chalmette LA 70043 720976906 Government 85000 0 Grant to support AARP Foundation's Back to Work 50+ program Stem Atlanta Women Inc 191 Peachtree St NW Ste 3975 Atlanta GA 30303 812581796 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program System for Education Empowerment and Success 7037 Capitol Street Ste E221 Houston TX 77011 262955047 501(c)(3) 8000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program The Business Center for Entrepreneurship 7500 Germantown Avenue Elders Hall Suite 113 Philadelphia PA 19119 232972070 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program The Edge Connection 975 Cobb Place Boulevard NW Kennesaw GA 30144 582634871 501(c)(3) 6000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program The LGBTQ Center of Durham Inc 112 W Main Street Durham NC 27701 271277498 501(c)(3) 100000 0 Grant to support AARP Foundation's Back to Work 50+ program The Salvation Army 1250 W 119th Street Chicago IL 60643 362167909 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program The Women's Resource of Greater Houston 730 N Post Oak Rd Houston TX 77024 760318261 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program YMCA of Central Maryland Inc dba The Y in Central Maryland 303 W Chesapeake Avenue Baltimore MD 21204 520591699 501(c)(3) 300000 0 Grant to support AARP Foundation's Experience Corps program Tri-County Urban League Inc 317 S Macarthur Hwy Peoria IL 61605 370888235 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program University of Southern California 3500 South Figueroa St Ste 102 Los Angeles CA 90089 951642394 501(c)(3) 110000 0 Grant to support AARP Foundation's Benefits program United Way of the Bay Area 550 Kearny Street San Francisco CA 94108 941312348 501(c)(3) 200000 0 Grant to support AARP Foundation's Tax and Credit program United Way Tucson and Southern Arizona 330 North Commerce Park Loop Tucson AZ 85745 860098932 501(c)(3) 100289 0 Grant to support AARP Foundation's Benefits program University of Washington 1107 NE 45th Street Suite 400 Seattle WA 98105 916001537 Govt. entity 19323 0 Grant to support AARP Foundation's Social Connection program Urban League of Greater Atlanta 229 Peachtree St NE Ste 300 Atlanta GA 30303 580593386 501(c)(3) 9000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ & Work for Yourself 50+ programs Women Are Dreamers Too PO Box 1371 Alpharetta GA 30009 522288027 501(c)(3) 10000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Worklife Ministries Inc 1900 Saint James Place Ste 880 Houston TX 77056 760312087 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program YMCA of El Paso 810 Wyoming Avenue El Paso TX 79902 741109880 501(c)(3) 20000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program Youth Co-Op Inc 3525 NW 7th Street Miami FL 33125 237320351 501(c)(3) 70000 0 Grant to support AARP Foundation's Back to Work 50+ program YWCA Metropolitan Chicago 1 N Lasalle Street Ste 1150 Chicago IL 60602 362179765 501(c)(3) 8000 0 Grant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program 122 2 SCSEP Enrollee wages and benefits 10625 65236850 Experience Corps mentoring & tutoring stipends 85 272739 Employee and Enrollee disaster recovery 3 13975 Save Your Refund promotion 3 15000 Part I, Line 2: AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. X X X 0 0 0 1 1 0 0 0 0 Patricia D Shannon CFO & Senior Vice President 359986 0 82422 0 7654 0 12200 52948 14776 0 477038 52948 0 0 David Whitehead SVP & Chief Development Officer 303377 11695 69663 0 7703 0 12200 52948 15978 0 408921 64643 0 0 Emily S Allen - SVP Programs & Interim Pres. (as of 6/10/22) 288599 0 66025 0 7515 0 12200 52948 9205 0 383544 52948 0 0 Lisa Marsh Ryerson President (until 6/10/22) 179783 2933 114746 0 40221 0 11899 51640 8758 0 355407 54573 0 0 William A Rivera SVP - Litigation 252008 14289 60242 0 5323 0 12200 52948 1375 0 331148 67237 0 0 Jami Wyatt Secretary 0 249113 0 53852 0 4666 0 64713 0 23740 0 396084 0 0 Demerios Antzoulatos VP - Finance, Grants, & Operations 229762 0 56564 0 4741 0 11453 49706 23640 0 326160 49706 0 0 Stephen Venute VP - Corp & Fdn Relations 227394 0 49587 0 5979 0 11079 48084 8302 0 302341 48084 0 0 Patrick Landers VP - Strategy & Innovation 223612 0 47989 0 4597 0 10864 47150 15661 0 302723 47150 0 0 Marc McDonald VP - Integration 216490 0 47590 0 4795 0 10563 45844 17609 0 297047 45844 0 0 Steven Delvecchio VP - Direct Response 223125 0 48657 0 6256 0 10871 47181 1156 0 290065 47181 0 0 Part I, Line 1A: All non-employee officers and directors for AARP Foundation serve on a volunteer basis and are not compensated for their generous commitment to AARP Foundation. The officers, directors, and key employees are reimbursed by AARP Foundation for travel and subsistence costs incurred in carrying out their duties. Board members Libby Sartain, Robert Blancato, and Margo James Copeland sit on both The AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. Part I, Line 5: AARP Foundation participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue. A District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of Office Space 0 0 0 A 25000000 23688767 1311233 0 0 1 1 A 0 0 0 0 0.00600 0.00600 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 AARP Inc Affiliated entity 4248912 Grants for performance of charitable activities on behalf of AARP Foundation 0 Form 990, Part VI, Section A, line 4 AARP Foundation made the following changes to it Bylaws or other governing documents in 2022: 1. The AARP Foundation Bylaws were amended to allow the Foundation President to be eligible for election to the AARP Foundation Board as an "Unaffiliated" (non-AARP Board Member) Director. 2. The maximum numbers of directors was increased to 11 to accommodate the addition of the President to the Board. 3. The President is not subject to a limitation on number of terms; however, the President's membership on the Board ends when the President no longer serves as President of AARP Foundation. 4. The Foundation Board also adopted a policy to govern conflicts of interest, real or perceived, governing the Foundation President's service on the Board and excludes the President from votin on the election of directors and board leaders; and matters concerning the President, including the President's compensation. 5. When the President is prohibited from voting, the determination of a quorum, the outcome of any votes, and the unanimous consents will not count the President's position in making such determinations. 6. The President is prohibited from serving as a board leader. 7. The President is prohibited from serving on a committee unless the committee's charter allows for such service. Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints up to eleven 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 eleven 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 possbile) from an independent, third party compensation consulting firm, internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. The AARP Foundation Board Governance Committee provides input to the CEO of AARP on the President's performance and compensation based on the AARP Foundation Board Goverance Committee's evaluation of the President's performance, and the AARP CEO then recommends adjustments to the President's compensation package to the AARP Foundation Board. The AARP Foundation Board provides final approval over any adjustments to the President's compensation package. Form 990, Part VI, Section C, line 19 AARP Foundation makes its Form 990 and audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO. Form 990, Part VII, Section A Officers, Key Employees, and Highest Compensated Employees: AARP Foundation has a standard 40 hour work week and the average hours are disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. AARP (consolidated) 601 E Street NW Washington DC 20049 951985500 Social welfare organization dedicated to persons over age 50 DC 501(c)(4) N/A N/A 0 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(A)(1) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP 0 Wish of a Lifetime 303 East 17th Avenue Ste 850 Denver CO 80203 262123649 Shift how society values seniors by granting/sharing lifelong wishes CO 501(c)(3) 509(A)(1) AARP 0 Older Adults Technology Services 168 7th Street Ste 3A Brooklyn NY 11215 550882599 Harness the power of technology to change the way we age NY 501(c)(3) 509(A)(1) AARP 0 AARP Foundation Trust co BlackRock Institutional Trust Company NA TTE 400 Howard Street San Francisco CA 94105 306645385 Grantor trust holding certain exchange traded funds in investment CA 501(c)(3) 509(A)(1) AARP Foundation 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real estate holding company DE AARP C 0 AARP Services Inc (consolidated) 620 F Street NW Washington DC 20004 522141065 Qualtiy control and research DE AARP C 0 The H Wayne and Anne D Barbetti Charitable Remainder Unitrust 5011 Haven Avenue Ocean City NJ 08226 206379297 Charitable remainder trust NJ N/A T 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 AARP Inc - grant awards for performance of charitable activities B 4248912 Grant agreements AARP Inc C 3491859 Cash contributions AARP Inc - bond standby agreement E 25000000 In the event of default AARP Inc - in-kind advertising M 5647022 Publication space market value AARP Inc - in-kind shared services M 25855489 Allocable cost AARP Inc - in-kind rent N 60496 See supplemental information AARP Inc - mailing lists N 0 See supplemental information AARP Inc - maintenance P 881448 Costs incurred AARP Inc - employee salary Q 417211 Actual salary for time reported AARP Inc - 25k annual fee line of credit R 25000 Cash paid Andrus Insurance Fund Inc - workers' comp & other insurance R 2516079 Premiums paid AARP Services Inc C 2250 Cash contributions Older Adults Technology Services B 1800000 Grant agreement Schedule R, Part V, Line 2(A)(7) AARP Foundation and AARP, its parent organziation, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members.