2025-11-07T11:38:52-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 350 SOUTH GRAND AVENUE STE 2000 LOS ANGELES CA 90071 990 2024-01-01 520794300 AARP FOUNDATION AARP 2024343399 601 E STREET NW A9-238 WASHINGTON DC 20049 CLAIRE CASEY PRESIDENT 2024343399 2025-11-07 1 0 PARVIN VAN ENGER P00955143 2135932300 2024 2025-03-06 01:10:19Z CLAIRE CASEY 601 E STREET NW A9-238 WASHINGTON DC 20049 456152018 0 X WWW.AARP.ORG/FOUNDATION X 1961 DC CREATES AND ADVANCES EFFECTIVE SOLUTIONS TO REDUCE POVERTY FOR AND WITH OLDER ADULTS. 13 12 368 29055 410321 0 159936565 161702645 433652 382911 14448144 40788745 431276 57832 175249637 202932133 77156051 78892484 0 0 45053229 46368884 1936330 1670972 23872543 67779888 67449933 191925498 194382273 -16675861 8549860 693172214 727968863 57579121 54845063 635593093 673123800 X 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. 0 0 97059898 69215997 0 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. 23269613 1580922 221971 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. 6598447 0 0 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. 8791477 3698530 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. 16519970 4397035 160940 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. 25311447 8095565 160940 152239405 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 1 0 0 0 0 1 0 1 0 1 120 0 1 368 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT DC 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 VA WA WI WV X X PATRICIA D SHANNON 2024343399 601 E STREET NW WASHINGTON DC 20049 X ROSANNA MARQUEZ BOARD MEMBER 3.00 5.00 X 0 913 0 BETTY J HUDSON BOARD MEMBER 3.00 0.00 X 0 0 0 NOREEN GILLEN BOARD MEMBER 3.00 0.00 X 0 0 0 GREGORY J DYSON BOARD MEMBER 3.00 0.00 X 0 0 0 ELAINE BOLTZ BOARD MEMBER 3.00 0.00 X 0 0 0 SAILESH CHUTANI BOARD MEMBER 3.00 0.00 X 0 0 0 ROBERT BLANCATO BOARD MEMBER 3.00 7.00 X 0 0 0 PATRICIA BANKS BOARD MEMBER 3.00 0.00 X 0 0 0 LOFTON HOLDER BOARD MEMBER (AS OF 9/2024) 3.00 0.00 X 0 0 0 BETH CHANDLER BOARD MEMBER (AS OF 9/2024) 3.00 0.00 X 0 0 0 ANN G DAW BOARD MEMBER (UNTIL 6/2024) 3.00 0.00 X 0 0 0 LIBBY SARTAIN CHAIR 6.00 5.00 X 0 0 0 CLAIRE CASEY PRESIDENT 40.00 0.00 X X 490291 61041 57076 SUSAN WERTH VICE CHAIR (AS OF 6/2024) 3.00 0.00 X 0 0 0 DIANE D MILLER VICE CHAIR (UNTIL 6/2024) 3.00 0.00 X 0 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 40.00 0.00 X 492831 0 64466 JAMI WYATT SECRETARY 1.00 40.00 X 0 333112 73612 ALEXANDER VAN KEMENADE SVP - IMPACT & ANALYTICS (AS OF 8/19/24) 40.00 0.00 X 194327 0 7575 WILLIAM A RIVERA SVP - LITIGATION 40.00 0.00 X 363132 10405 48456 BRITTANY FEINSON SVP - MARKETING & COMMUNICATIONS 40.00 0.00 X 338169 0 76378 EMILY S ALLEN SVP - PROGRAMS 40.00 0.00 X 386451 0 57723 SHELLEY GOODE SVP & CHIEF DEV OFFICER (AS OF 4/1/24) 40.00 0.00 X 225856 0 42669 MINDY FELDBAUM DIRECTOR - PROGRAMS 40.00 0.00 X 284680 0 40456 STEPHEN VENUTE VP - CORP & FDN RELS (UNTIL 11/4/24) 40.00 0.00 X 300886 0 46132 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPS 40.00 0.00 X 320498 0 71849 MARC MCDONALD VP - INTEGRATION (UNTIL 4/12/24) 40.00 0.00 X 317264 0 11422 KELLY BAGBY VP - LITIGATION 40.00 0.00 X 296136 2358 57613 4010521 407829 655427 142 0 1 0 THE MOORE COMPANIES INC 5540 KETCH ROAD PRINCE FREDERICK MD 20678 COMMERCIAL PRINTING SERVICES 3828179 CONCORD LITHO GROUP 92 OLD TURNPIKE ROAD CONCORD NH 03301 STRATEGIC & CREATIVE MARKETING SERVICES 3507994 CP DIRECT INC 4600 BOSTON WAY LANHAM MD 20706 COMMERCIAL PRINTING SERVICES 1682328 SLALOM INC SLALOM HAWK TOWER 255 S KING ST S SEATTLE WA 98104 TECHNOLOGY & OTHER SERVICES 1652245 BSC ACQUISTION SUB LLC 7702 PLANTATION RD ROANOKE VA 24019 DIRECT MAIL SERVICES 1461123 111 95767 614383 103834115 57158380 473638 161702645 382911 382911 382911 11724160 240970 11483190 282284470 253218375 1510 29066095 -1510 29064585 169351 28895234 CGA SEVERANCE/CHANGE IN VALUE 900099 37519 37519 MISCELLANEOUS INCOME 900099 20313 20313 57832 202932133 382911 410321 40436256 10895997 10895997 67996487 67996487 2658753 991216 1420372 247165 35189480 24979187 5039357 5170936 1224245 846619 190959 186667 4597345 3420407 759131 417807 2699061 1815126 479158 404777 782335 765000 17335 176000 176000 1670972 1670972 3553224 3553224 13387760 8961877 3055344 1370539 4326862 2323682 1457038 546142 718651 675387 33144 10120 8773081 8001509 732406 39166 3451936 3059705 230665 161566 1400260 1162283 159486 78491 314059 238647 64912 10500 860259 480865 223116 156278 771979 432075 199892 140012 PRINTING & POSTAGE 20512033 7457149 17160 13037724 VOLUNTEER EXPENSES 4577772 4522202 55570 0 TELECOMMUNICATION EXPEN 2700123 2634833 33453 31837 MISCELLANEOUS EXPENSE 621615 295191 223455 102969 521984 283961 149148 88875 194382273 152239405 18270325 23872543 X 16494859 6130658 0 10364201 2682897 2523260 7414940 8740371 13386038 15918842 3393 786877 788385 31037140 21147116 9195899 9890024 330281615 337328814 325740066 348948280 3499775 3660647 184107 166847 693172214 727968863 21260063 18107992 8422291 9013108 25000000 25000000 2896767 2723963 57579121 54845063 X 159599065 173668141 475994028 499455659 635593093 673123800 693172214 727968863 8549860 28980847 0 X 0 1 X 1 1 1 X 167121307 161205196 169881942 159936565 161702644 819847654 167121307 161205196 169881942 159936565 161702644 819847654 5721633 814126021 14752606 21025332 12165117 5197284 11724160 64864499 524704 1877205 6613647 864928 440743 10321227 895033380 0.90960 0.81480 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 499254580 361656 50189695 24140333 525665598 476095847 368162 45808821 23018250 499254580 519049792 1945206 -24250476 20648675 476095847 469744289 304187 66463852 17462536 519049792 442770788 377860 40251351 13655710 469744289 0.05983 0.94017 0 0 4440000 4440000 23690391 18754662 4935729 2906749 2392454 514295 9890024 BNY INVESTMENT PORTFOLIO 344284675 F CHARITABLE GIFT ANNUITIES 4663605 F 348948280 CHARITABLE GIFT ANNUITY LIABILITY 2723963 2723963 X 293730780 28980847 65369514 94350361 199380419 3551714 3551714 202932133 256200073 65369514 1510 65371024 190829049 3553224 3553224 194382273 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 BNY INVESTMENT PORTFOLIO 115339152 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 BNY INVESTMENT PORTFOLIO 27883432 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 BNY INVESTMENT PORTFOLIO 6108962 0 0 0 0 0 0 149331546 0 149331546 1 0 1 1 1 0 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 MISSIONWIRED 650 MASSACHUSETTS AVE NW SUITE 505 WASHINGTON DC 20004 DIRECT MAIL PRODUCTION MANAGEMENT SERVICES 0 0 847408 0 GIFT STRATEGIES LLC 1539 FALL RIVER AVE STE 3 SEEKONK MA 02771 OUTBOUND CALLING SERVICES 0 0 177385 0 BLUE STATE DIGITAL 406 7TH ST NW 3RD FLOOR WASHINGTON DC 20004 DIRECT MAIL ADVISORY SERVICES 0 0 732431 0 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 DIRECT MAIL ADVISORY SERVICES 0 0 49560 0 CX MARKETING LLC 4200 PARLIAMENT PLACE STE 300 LANHAM MD 20706 DIGITAL PRODUCTION MANAGEMENT SERVICES 0 0 218831 0 2025615 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): 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 1 AARP 601 E STREET NW WASHINGTON DC 20049 951985500 501(C)(4) 209413 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) 788322 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) 50000 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) 30940 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM ALAMEDA COUNTY FOOD BANK PO BOX 2599 OAKLAND CA 94614 942960297 501(C)(3) 200000 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) 126973 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) 100000 0 GRANT TO SUPPORT DISASTER RELIEF ASPEN INSTITUTE ONE DUPORT CIRCLE STE 700 WASHINGTON DC 20036 840399006 501(C)(3) 25000 0 SPONSORSHIP OF THE BENEFITS21 LEADERSHIP FORUM ASTER AGING INC 45 W UNIVERSITY DRIVE STE A MESA AZ 85201 942596075 501(C)(3) 306000 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) 49908 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) 30000 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) 183000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM BEACON COMMUNITY CONNECTIONS 319 AUDUBON BLVD LAFAYETTE LA 70503 831455134 501(C)(3) 46500 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM BELOVED ASHEVILLE PO BOX 6386 ASHEVILLE NC 28816 843381632 501(C)(3) 200000 0 GRANT TO SUPPORT DISASTER RELIEF BEST PRACTICES CONSULTING SERVICES 2727 2ND AVENUE STE 266 DETROIT MI 48201 262596323 7500 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) 125000 0 GENERAL SUPPORT BREVARD WORKFORCE DEVELOPMENT BOARD INC 297 BARNES BLVD ROCKLEDGE FL 32955 593031785 501(C)(3) 30000 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) 6000 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) 50000 0 GENERAL SUPPORT CAPITAL HILL VILLAGE 1355 E ST SE WASHINGTON DC 20003 205150809 501(C)(3) 10000 0 GENERAL SUPPORT CENTER ON BUDGET AND POLICY PRIORITIES 1275 FIRST STREET NE SUITE 1200 WASHINGTON DC 20002 521234565 501(C)(3) 200000 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) 93308 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) 30000 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) 6000 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) 30000 0 GENERAL SUPPORT CODE FOR AMERICA LABS INC 972 MISSION STREET FL 5 SAN FRANCISCO CA 94103 271067272 501(C)(3) 531542 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) 125000 0 GENERAL SUPPORT DIGINITY HEALTH FOUNDATION - EAST VALLEY 1727 W FRYE ROAD STE 230 CHANDLER AZ 85224 742418514 501(C)(3) 30000 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) 6000 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) 6000 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) 6000 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) 91540 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM EL CAMINO COMMUNITY COLLEGE DISTRICT 16007 CRENSHAW BLVD TORRANCE CA 90506 956001060 GOVT. ENTITY 30000 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) 150000 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) 43127 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) 50000 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) 200000 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) 125000 0 GENERAL SUPPORT FOOD RESEARCH & ACTION CENTER 1200 18TH STREET NW STW 400 WASHINGTON DC 20036 237200739 501(C)(3) 15000 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) 30000 0 GENERAL SUPPORT FOUNDERSFORGE 404 S ROAN STREET JOHNSON CITY TN 37601 824430682 501(C)(3) 7500 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) 7500 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) 50000 0 GENERAL SUPPORT FRIENDS OF THE TOMBALL COMMUNITY LIBRARY 30555 STATE HWY 249 TOMBALL TX 77375 474487756 501(C)(3) 6000 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) 7500 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) 100000 0 GRANT TO SUPPORT DISASTER RELIEF GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVENUE STE 200 CLEVELAND OH 44103 341356768 501(C)(3) 46279 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM HELPAGE USA INC 1730 M STREET NW WASHINGTON DC 20006 271071179 501(C)(3) 25000 0 GENERAL SUPPORT HORIZONS A FAMILY SERVICE ALLIANCE 819 5TH STREET SE CEDAR RAPIDS IA 52401 421135083 501(C)(3) 30000 0 GENERAL SUPPORT HOUSING ASSISTANCE COUNCIL 1828 L STREET NW STE 505 WASHINGTON DC 20036 520939288 501(C)(3) 250000 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) 6000 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) 200000 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) 350000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM INNOVATIVE BUSINESS SOLUTIONS LLC 1000 EAGLE RIDGE DRIVE STE F SCHEREVILLE IN 46375 832752776 7500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM IONA SENIOR SERVICES 4125 ALBEMARLE ST NW WASHINGTON DC 20016 521039553 501(C)(3) 50000 0 GENERAL SUPPORT IOWA CENTER OF ECONOMIC SUCCESS 8345 UNIVERSITY BLVD STE F CLIVE IA 50325 201037604 501(C)(3) 8000 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM JUSTA CENTER INC 1001 W JEFFERSON STREET PHOENIX AZ 85007 472389424 501(C)(3) 6000 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM LITERATIONS 70 FRANKLIN STREET BOSTON MA 02110 043227007 501(C)(3) 339195 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) 100000 0 GENERAL SUPPORT MEDICARE RIGHTS CENTER 266 WEST 37TH STREET 3RD FL NEW YORK NY 10018 133505372 501(C)(3) 196990 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) 76600 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS PROGRAM MIRIAM'S KITCHEN 2401 VIRGINIA AVENUE NW WASHINGTON DC 20037 521331552 501(C)(3) 30000 0 GENERAL SUPPORT MISSION ECONOMIC DEVELOPMENT AGENCY 2301 MISSION STREET STE 301 SAN FRANCISCO CA 94110 510187791 501(C)(3) 7500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM MRELIEF 233 N MICHIGAN AVENUE CHICAGO IL 60601 473559589 501(C)(3) 150000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM NATIONAL CONSUMER LAW CENTER 7 WINTHROP SQUARE BOSTON MA 02110 042488502 501(C)(3) 121500 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) 10000 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) 450000 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) 7500 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) 7000 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) 50000 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) 178521 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) 100000 0 GRANT TO SUPPORT DISASTER RELIEF PISGAH LEGAL SERVICES 62 CHARLOTTE STREET ASHEVILLE ASHEVILLE NC 28802 561191115 501(C)(3) 100000 0 GRANT TO SUPPORT DISASTER RELIEF POINTS OF LIGHT FOUNDATION 101 MARIETTA STREET STE 3100 ATLANTA GA 30303 650206641 501(C)(3) 50000 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) 245796 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) 20000 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) 6000 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) 8000 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) 67292 0 GRANT TO SUPPORT AARP FOUNDATION'S EXPERIENCE CORPS ROGRAM SACRAMENTO FOOD BANK 1951 BELL AVE SACRAMENTO CA 95838 943315566 501(C)(3) 60000 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) 144331 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) 176000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM SARAH'S CIRCLE 2551 17TH STREET NW WASHINGTON DC 20009 521338101 501(C)(3) 15000 0 GENERAL SUPPORT SBP 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 501(C)(3) 350000 0 GRANT TO SUPPORT DISASTER RELIEF SC THRIVE 120 RESEARCH DRIVE COLUMBIA SC 29203 901011409 501(C)(3) 336108 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) 15000 0 GENERAL SUPPORT SENIOR CITIZENS OF GREATER DALLAS INC 3910 HARRY HINES BLVD DALLAS TX 75219 751085555 501(C)(3) 56000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM SEQUOIA LIVING INC 1525 POST STREET SAN FRANCISCO CA 94109 941437728 501(C)(3) 97553 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) 7500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM SOME INC 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 125000 0 GENERAL SUPPORT SOUTH ALABAMA REGIONAL PLANNING 110 BEAUREGARD ST STE 207 MOBILE AL 36602 630501382 501(C)(3) 200000 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM SPARTANBURG COUNTY FOUNDATION 424 E KENNEDY STREET SPARTANBURG SC 29302 570351398 501(C)(3) 100000 0 GRANT TO SUPPORT DISASTER RELIEF SYSTEM FOR EDUCATION EMPOWERMENT AND SUCCESS 7037 CAPITOL STREET STE E221 HOUSTON TX 77011 262955047 501(C)(3) 6000 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) 100000 0 GRANT TO SUPPORT DISASTER RELIEF TERRIFIC INC 1222 T STREET NW WASHINGTON DC 20009 521177254 501(C)(3) 10000 0 GENERAL SUPPORT THE BUSINESS CENTER FOR ENTREPRENEURSHIP AND SOCIAL ENTERPRISE 7500 GERMANTOWN AVENUE ELDERS HALL PHILADELPHIA PA 19119 232972070 501(C)(3) 10500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM THE EDGE CONNECTION 3070 N MAIN STREET KENNESAW GA 30144 582634871 501(C)(3) 10500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM THE SALVATION ARMY 1250 W 119TH STREET CHICAGO IL 60643 362167909 501(C)(3) 6000 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 677147 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) 83732 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) 56285 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) 50000 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) 60000 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) 8000 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM VIDA SENIOR CENTERS 1842 CALVERT STREET NW WASHINGTON DC 20009 237161537 501(C)(3) 10000 0 GENERAL SUPPORT WE ARE FAMILY SENIOR OUTREACH NETWORK INC 1525 NEWTON STREET NW WASHINGTON DC 20010 262902518 501(C)(3) 10000 0 GENERAL SUPPORT WESTERN PIEDMONT COUNCIL OF GOVERNMENTS 1800 2ND AVENUE NW HICKORY NC 28603 560955853 501(C)(3) 100000 0 GRANT TO SUPPORT DISASTER RELIEF WHITMAN WALKER FOUNDATION 1201 SYCAMORE DRIVE SE WASHINGTON DC 20032 823889980 501(C)(3) 25000 0 GENERAL SUPPORT WOMEN'S OPPORTUNITIES RESOURCE CENTER 2010 CHESTNUT STREET PHILADELPHIA PA 19103 232741508 501(C)(3) 7500 0 GRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM YMCA OF CENTRAL MARYLAND 303 CHESAPEAKE AVENUE BALTIMORE MD 21201 520591699 501(C)(3) 45454 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) 6000 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) 60000 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) 125000 0 GRANT TO SUPPORT DISASTER RELIEF COLORADO GERONTOLOGICAL SOCIETY 1129 N PENNSYLVANIA ST DENVER CO 80203 742139782 501(C)(3) 49989 0 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM 109 5 SCSEP ENROLLEE WAGES AND BENEFITS 10992 67994487 EMPLOYEE CRISIS FUND 1 2000 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 1 0 0 1 1 0 0 0 0 CLAIRE CASEY PRESIDENT 348651 61041 140825 0 815 0 13800 33224 10052 0 514143 94265 0 0 PATRICIA D SHANNON CFO & SENIOR VICE PRESIDENT 385455 0 103535 0 3841 0 13800 33224 17442 0 524073 33224 0 0 EMILY S ALLEN SVP - PROGRAMS 306910 0 77376 0 2165 0 13800 33224 10699 0 410950 33224 0 0 WILLIAM A RIVERA SVP - LITIGATION 280536 10405 80498 0 2098 0 13800 33224 1432 0 378364 43629 0 0 BRITTANY FEINSON SVP - MARKETING & COMMUNICATIONS 261575 0 74782 0 1812 0 13454 32391 30533 0 382156 32391 0 0 JAMI WYATT SECRETARY 0 264396 0 67864 0 852 0 45287 0 28325 0 406724 0 0 DEMETRIOS ANTZOULATOS VP - FINANCE, GRANTS, & OPS 250108 0 69777 0 613 0 12795 30805 28249 0 361542 30805 0 0 KELLY BAGBY VP - LITIGATION 230762 2358 63827 0 1547 0 11878 28596 17139 0 325153 30954 0 0 STEPHEN VENUTE VP - CORP & FDN RELS (UNTIL 11/4/24) 211444 0 64108 0 25334 0 11022 26536 8574 0 320482 26536 0 0 MARC MCDONALD VP - INTEGRATION (UNTIL 4/12/24) 71635 0 58949 0 186680 0 5223 0 6199 0 328686 0 0 0 MINDY FELDBAUM DIRECTOR - PROGRAMS 220302 0 62029 0 2349 0 11293 27188 1975 0 297948 27188 0 0 SHELLEY GOODE SVP & CHIEF DEV OFFICER (AS OF 4/1/2 206808 0 15000 0 4048 0 8872 21360 12437 0 247165 21360 0 0 ALEXANDER VAN KEMENADE SVP - IMPACT & ANALYTICS (AS OF 8/19 97962 0 10000 0 86365 0 4318 0 3257 0 201902 0 0 0 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. 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 0.00670 0.00670 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 AARP INC AFFILIATED ENTITY 209413 SEE BELOW GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS 0 X 7 473638 HIGH / LOW AVERAGE 0 1 0 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. 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 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) 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 INVESTMENT FUNDS 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 1 0 0 0 1 1 0 1 1 1 0 AARP INC - GRANTS TO SUPPORT CHARITABLE SAFETY AND HEALTH PROGRAMS B 209413 GRANT AGREEMENT AARP INC C 514383 CASH CONTRIBUTIONS AARP INC - BOND STANDBY AGREEMENT E 25000000 IN THE EVENT OF DEFAULT AARP INC - IN-KIND ADVERTISING M 7227400 PUBLICATION SPACE MARKET VALUE AARP INC - IN-KIND SHARED SERVICES M 25749994 ALLOCABLE COST AARP INC - MAILING LISTS N 0 SEE SUPPLEMENTAL INFORMATION AARP INC - MAINTENANCE P 880447 COSTS INCURRED AARP INC - SERVICES PROVIDED BY AARP FDN EMPLOYEES Q 564528 SALARY/BENEFITS - TIME REPORTED AARP INC - 25K ANNUAL FEE LINE OF CREDIT R 25000 CASH PAID OLDER ADULTS TECHNOLOGY SERVICES B 788322 GRANT AGREEMENT LEGAL COUNSEL FOR THE ELDERLY B 50000 CASH CONTRIBUTIONS ANDRUS INSURANCE FUND INC - WORKERS' COMP & OTHER INSURANCE R 2111216 PREMIUMS PAID AARP SERVICES INC C 100000 CASH CONTRIBUTIONS OLDER ADULTS TECHNOLOGY SERVICES - SERVICES PROVIDED BY AARP FDN EMPLOYEES Q 152311 SALARY/BENEFITS - TIME REPORTED WISH OF A LIFETIME - SERVICES PROVIDED BY AARP FDN EMPLOYEES Q 159449 SALARY/BENEFITS - TIME REPORTED 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.