Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
AARP Foundation
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
601 E Street NW Tax Dept
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, DC20049
D Employer identification number

52-0794300
E Telephone number

G Gross receipts $ 832,313,431
F Name and address of principal officer:
Lisa Marsh Ryerson
601 E Street NW Tax Dept
Washington,DC20049
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.aarp.org/foundation
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1961
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 348
6 Total number of volunteers (estimate if necessary) ............. 6 52,660
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 64
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 162,972
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 249,808,214 248,393,739
9 Program service revenue (Part VIII, line 2g) ......... 786,189 1,121,191
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 23,345,884 32,766,638
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -145,307 -198,827
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 273,794,980 282,082,741
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 82,304,202 70,197,948
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 37,211,253 37,172,276
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 816,553 1,137,486
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet20,737,034    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 57,247,010 62,415,930
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 177,579,018 170,923,640
19 Revenue less expenses. Subtract line 18 from line 12....... 96,215,962 111,159,101
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 380,917,771 439,330,745
21 Total liabilities (Part X, line 26)............. 57,109,293 52,750,956
22 Net assets or fund balances. Subtract line 21 from line 20..... 323,808,478 386,579,789
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: AARP Foundation addresses senior poverty by sparking bold, innovative solutions that help vulnerable older adults build economic opportunity and social connectedness - fostering resilience, strengthening communities and restoring hope. See Schedule O.We operate at the intersection of collaboration, innovation, legal advocacy and grantmaking, by bringing together industry, government, activists, and volunteers to forge practical approaches that pair brainpower with some serious willpower.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 70,993,773 including grants of $ 54,531,671 ) (Revenue $   )
The Senior Community Service Employment Program (SCSEP) is the nation's oldest program to help low-income, unemployed individuals aged 55+ find work. AARP Foundation matches eligible older job seekers with local nonprofits and public agencies so they can increase skills and build self-confidence, while earning a modest income. Based on their employment interests and goals, participants may also receive supportive services and skills training through an educational institution. Their SCSEP experience most often leads to unsubsidized employment. SCSEP is administered by the U.S. Department of Labor. AARP Foundation operates in 21 states and Puerto Rico. In program year 2017/2018 more than 13,000 people were served and more than 3,600 obtained unsubsidized employment.
4b (Code:   ) (Expenses $ 13,705,674 including grants of $   ) (Revenue $ 500 )
AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service. It is available to low- and moderate-income taxpayers with special attention to those aged 50 and older. In 2018, over 35,000 AARP Foundation trained and IRS-certified volunteers helped over 2.6 million people file their taxes. Sites were open late January/early February through mid-April for face-to-face service. Online assistance was available throughout the rest of the year. Other 2018 highlights include $1.3B in taxpayer refunds and more than $222M in Earned Income Tax Credits for lower-income working taxpayers. Tax-Aide prepared returns are electronically filed, which helps to increase both the accuracy of returns prepared and the speed of refunds to taxpayers.
4c (Code:   ) (Expenses $ 10,143,222 including grants of $ 2,318,040 ) (Revenue $ 907,953 )
AARP Foundation Experience Corps ("Experience Corps") is an evidence-based, volunteer tutoring and mentoring program that addresses a major contributor to poverty - the inability of children in kindergarten through third grade to read at grade level. Experience Corps has nearly 2,000 highly-trained volunteers working in more than 20 cities and serves over 30,000 students every year in high-need elementary schools. Each Experience Corps site operates one of three tutoring models: one to one; small group; and literacy assistance (where volunteers tutor and help teachers with classroom-wide activities). Studies show that AARP Foundation Experience Corps works. After one year, many students who work with Experience Corps volunteer tutors achieve as much as 60% improvement in critical literacy skills compared to their peers. Volunteers provide an average of 6-15 hours of support each week throughout the school year.
(Code:   ) (Expenses $ 5,302,249 including grants of $ 1,595,349 ) (Revenue $   )
Food Security-AARP Foundation's Food Security initiatives are dedicated to ending hunger among older Americans (50+) by focusing on sustainable, long-term public health and market-driven solutions to help meet the dietary needs of older adults, especially those of the nearly ten million food insecure. Our two pillars focus on: 1) Showing positive change in food security among low income older adults by ensuring they can afford to purchase healthy foods and 2) Ensuring that low income older adults have the dietary variety that can increase food security and health outcomes. Fresh Savings is a food security program funded in part by the USDA that focuses on providing incentives to SNAP recipients to choose fresh fruits and vegetables to improve health outcomes. AARP Foundation operates the program in Mississippi and Tennessee and is conducting an impact evaluation that will be finalized in 2019.
(Code:   ) (Expenses $ 5,086,765 including grants of $ 5,086,765 ) (Revenue $   )
AARP Sub-Grants-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation.
(Code:   ) (Expenses $ 4,609,347 including grants of $ 44,000 ) (Revenue $ 194,267 )
Litigation-AARP Foundation Litigation (AFL) is the litigating arm of AARP Foundation. AFL advocates in courts nationwide to advance the legal rights and interests of people 50 and older by representing them in significant cases and by writing amicus curiae ("friend of the court") briefs. AFL focuses on widespread practices or policies of industry, business, or government that affect older Americans' day-to-day lives, including employment, pensions, housing, long-term care, and financial exploitation.
(Code:   ) (Expenses $ 2,100,329 including grants of $ 917,221 ) (Revenue $   )
Housing-The Housing Impact Area is focused on developing new solutions that enable low income older adults to age in their homes and communities by ensuring that their homes are affordable, livable and healthy. New innovations that were developed in 2018 for launch in 2019 include programs focused on helping low income older adults access property tax relief programs and a program that helps older adults with home maintenance.
(Code:   ) (Expenses $ 3,126,314 including grants of $ 580,891 ) (Revenue $   )
Isolation-More than 8 million older adults are socially isolated and, therefore, at risk of poor health. AARP Foundation's Isolation work is focused on developing and delivering solutions that help vulnerable individuals over 50 stay socially connected, prevent isolation, and improve related health outcomes. Through research and innovative efforts, we're working to create a deeper understanding of loneliness and isolation, draw crucial attention to the issue, and catalyze action to end social isolation among older adults. In 2018, AARP Foundation sponsored a national consensus study with the National Academies of Science. This 18-month project will examine how social isolation and loneliness impact health outcomes in older adults aged 50 and older, particularly among low income, underserved, and vulnerable populations. The study will lead to evidence-based recommendations on translating research into practice within the health care system that could facilitate progress in reducing the incidence and adverse health impacts of social isolation and loneliness among the low-income 50+ population.In addition, in 2018, a new solution was developed and tested uses voice-enabled technology to reduce isolation in affordable senior housing facilities.
(Code:   ) (Expenses $ 2,720,287 including grants of $ 267,539 ) (Revenue $   )
Income Security-AARP Foundation is creating new platforms for ensuring that low income older adults have opportunities to continue to generate income and build savings to help them become more financially stable and secure.AARP Foundation's Consumer Fraud Prevention program helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2018, the combined AARP Foundation consumer fraud prevention programs reached over 140,000 vulnerable older adults. New innovations were also developed in 2018 that focus on adapting financial technology platforms to make it easier and more automatic for low income older adults to build emergency savings.Many low income older adults are considering self-employment to increase their income but may not know where to start. AARP Foundation's Work for Yourself@50+ program guides individuals through a process to help them decide whether being self-employed is right for them. Our goal is to help them identify the right options, and point them to additional resources to help them get started. We share the first steps they should take and caution them about mistakes to avoid.
(Code:   ) (Expenses $ 4,040,529 including grants of $ 2,050,326 ) (Revenue $ 3,064 )
Back to Work 50+ - AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs to enable them to generate income and increase their financial security. In 2018, the program served over 14,000 directly and through partners and over 1,000 people were employed.In 2014 the program was awarded a Social Innovation Fund grant from the Corporation for National and Community Service to evaluate and scale the model. BACK TO WORK 50+ provides job search guides, workshops, and coaching for struggling jobseekers 50 and older to help them regain their confidence, and refresh their skills so they can continue to work for as long as needed.
(Code:   ) (Expenses $ 16,221,480 including grants of $ 2,806,145 ) (Revenue $ 15,407 )
Contributions and Other Programs-AARP Foundation expenses in this category consist primarily of the sponsorship of events and conferences that highlighted tangible ways to create opportunity for low-income seniors, and supporting relief for older victims of California wildfires, Hurricane Florence and Hurricane Michael.
4d Other program services (Describe in Schedule O.)
(Expenses $ 43,207,300 including grants of $ 13,348,237 ) (Revenue $ 212,738 )
4e Total program service expensesMediumBullet138,049,969
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
241
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
348
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletDA , ID , IS , NO , PO , KS , SW , UK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , IN , OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPatricia D Shannon601 E Street NW   Washington,DC20049 (202) 434-3399
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LLOYD JOHNSON......................................................................
BOARD CHAIR
 6.00
.................
10.40 		X           0 2,704 0
(2) JAIME GUTIERREZ......................................................................
VICE CHAIR
 6.00
.................
0.40 		X           0 0 0
(3) HARRY E JOHNSON......................................................................
VICE CHAIR
 6.00
.................
  		X           0 0 0
(4) DIANE D MILLER......................................................................
BOARD MEMBER
 6.00
.................
  		X           0 0 0
(5) DAVID ADAME......................................................................
BOARD MEMBER
 6.00
.................
  		X           0 0 0
(6) PATRICIA BANKS......................................................................
BOARD MEMBER
 6.00
.................
  		X           0 0 0
(7) SUSAN WERTH......................................................................
BOARD MEMBER
 6.00
.................
  		X           0 0 0
(8) ANN DAW......................................................................
BOARD MEMBER
 6.00
.................
  		X           0 0 0
(9) RONALD E DALY SR......................................................................
BOARD MEMBER (UNTIL 6/13/18)
 6.00
.................
10.00 		X           0 2,855 0
(10) NEAL LANE......................................................................
BOARD MEMBER (UNTIL 6/13/18)
 6.00
.................
10.00 		X           0 3,428 0
(11) TIMOTHY M KELLY......................................................................
BOARD MEMBER (UNTIL 6/13/18)
 6.00
.................
10.00 		X           0 692 0
(12) LISA MARSH RYERSON......................................................................
PRESIDENT
 40.00
.................
1.00 		    X       442,452 8,079 69,836
(13) PATRICIA D SHANNON......................................................................
CFO & SENIOR VICE PRESIDENT
 40.00
.................
  		    X       390,684 0 61,307
(14) DAVID WHITEHEAD......................................................................
SVP & CHIEF DEVELOPMENT OFFICER
 40.00
.................
  		      X     338,385 13,168 70,480
(15) WILLIAM A RIVERA......................................................................
SVP - LITIGATION
 40.00
.................
  		      X     290,595 0 50,353
(16) EMILY S ALLEN......................................................................
SVP - AARP FDN PROGRAMS
 40.00
.................
  		      X     312,982 0 62,213
(17) COREY HASTINGS......................................................................
VP - SCSEP (UNTIL 6/15/2018)
 40.00
.................
  		      X     160,628 0 33,070
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KEANNE C HENRY........................................................................
VP - EXPERIENCE CORPS
 40.00
.......................   		        X   252,141 0 50,697
(19) STEVEN DELVECCHIO........................................................................
VP - DIRECT RESPONSE
 40.00
.......................   		        X   182,309 62,835 44,612
(20) STEPHEN VENUTE........................................................................
VP - CORP & FOUNDATION REL
 40.00
.......................   		        X   252,207 0 51,632
(21) PATRICK LANDERS........................................................................
VP - STRATEGY & INNOVATION
 40.00
.......................   		        X   247,149 0 51,458
(22) MARC MCDONALD........................................................................
VP - GRANTS AND EXTERNAL INITIATIVES
 40.00
.......................   		        X   239,644 0 57,495
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,109,176 93,761 603,153
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet95
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Mediacom Worldwide Inc

498 Seventh Ave
New York,NY10018 		Media Outreach Optimization 1,972,845
Hirschfeld Marketing Solutions

10231 Bailey Road
Cornelius,NC28031 		Meal Pack Marketing and Operations 1,776,694
Miami Dolphins LTD

7500 SW 30th Street
Davie,FL33314 		Volunteer Engagement See Schedule O 1,470,284
Kroger Limited Partnership

1014 Vine St
Cincinnati,OH45202 		Program Services See Schedule O 1,465,418
GraceWorkz LLC

1311 W Badger Rd
Madison,WI53713 		IT Printer Service and Imaging Supplies 1,271,185
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet102
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 98,923
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 102,617,269
e Government grants (contributions)1e 85,312,525
f All other contributions, gifts, grants, and similar amounts not included above1f 60,365,022
g Noncash contributions included in lines 1a - 1f:$ 72,536
h Total. Add lines 1a-1f.......MediumBullet 248,393,739
Program Service RevenueAmt Business Code
2a Experience Corps Program Fees 900099 907,953 907,953    
b
c
d
e
f All other program service revenue. 213,238 213,238    
g Total. Add lines 2a–2f ....MediumBullet 1,121,191
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 11,340,283   64 11,340,219
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   571,657,045
b Less: cost or other basis and sales expenses   550,230,690
c Gain or (loss)   21,426,355
d Net gain or (loss).....MediumBullet 21,426,355     21,426,355
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 10,150
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 10,150   10,150
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Charitable Gift Annuity Severance 900099 226,859     226,859
b Miscellaneous Revnue 900099 441     441
c Change in value- Charitable Gift 900099 -436,277     -436,277
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -208,977
12 Total revenue. See Instructions......MediumBullet 282,082,741 1,121,191 64 32,567,747
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 15,324,686 15,324,686
2 Grants and other assistance to domestic individuals. See Part IV, line 22 54,873,262 54,873,262
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,074,475 814,605 888,763 371,107
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 29,821,390 22,651,092 3,687,759 3,482,539
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 940,967 706,163 122,878 111,926
9 Other employee benefits ....... 2,483,133 1,877,706 322,102 283,325
10 Payroll taxes ........... 1,852,311 1,373,851 258,841 219,619
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 177,203 177,203    
c Accounting ........... 159,900   159,900  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 1,137,486 1,137,486
f Investment management fees ...... 1,198,582   1,198,582  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 10,348,715 8,439,907 1,138,792 770,016
12 Advertising and promotion .... 6,379,820 3,064,737 2,583,453 731,630
13 Office expenses ....... 1,749,608 1,721,434 21,262 6,912
14 Information technology ...... 4,707,928 4,241,503 159,464 306,961
15 Royalties ..        
16 Occupancy ........... 2,786,046 2,474,340 207,666 104,040
17 Travel ............ 1,984,154 1,683,883 175,310 124,961
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,940,517 2,710,120 209,785 20,612
20 Interest ........... 363,445 203,440 106,599 53,406
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,392,067 759,056 435,426 197,585
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Printing and postage 18,695,558 6,032,610 53,128 12,609,820
b Volunteer travel/activi 6,439,491 6,406,073 33,413 5
c Telecommunication expen 1,823,026 1,750,555 46,071 26,400
d Miscellaneous operating 1,269,870 763,743 327,443 178,684
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 170,923,640 138,049,969 12,136,637 20,737,034
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 13,720,325 4,135,585 0 9,584,740
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,751,768 1 2,220,950
2 Savings and temporary cash investments ......... 6,435,695 2 9,850,314
3 Pledges and grants receivable, net ...... 555,175 3 684,209
4 Accounts receivable, net ............. 10,679,220 4 8,579,416
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 2,224,721 9 2,044,836
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 29,519,711
b Less: accumulated depreciation 10b 13,684,050 17,191,310 10c 15,835,661
11 Investments—publicly traded securities . 331,745,898 11 389,129,995
12 Investments—other securities. See Part IV, line 11 ..... 3,318,160 12 4,814,593
13 Investments—program-related. See Part IV, line 11 .. 5,728,157 13 5,900,364
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 287,667 15 270,407
16 Total assets. Add lines 1 through 15 (must equal line 34)... 380,917,771 16 439,330,745
Liabilities 17 Accounts payable and accrued expenses ..... 14,917,969 17 15,212,537
18 Grants payable ... 9,114,773 18 6,177,902
19 Deferred revenue ......... 6,073,491 19 3,305,114
20 Tax-exempt bond liabilities ......... 25,000,000 20 25,000,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 2,003,060 25 3,055,403
26 Total liabilities. Add lines 17 through 25.. 57,109,293 26 52,750,956
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 97,074,980 27 95,487,650
28 Temporarily restricted net assets ........... 2,937,498 28 3,497,523
29 Permanently restricted net assets 223,796,000 29 287,594,616
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 323,808,478 33 386,579,789
34 Total liabilities and net assets/fund balances ........ 380,917,771 34 439,330,745
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
282,082,741
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
170,923,640
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
111,159,101
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
323,808,478
5
Net unrealized gains (losses) on investments ...............
5
-48,387,790
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
386,579,789
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 142,542,859 152,271,399 281,047,140 249,808,214 248,393,740 1,074,063,352
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 142,542,859 152,271,399 281,047,140 249,808,214 248,393,740 1,074,063,352
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 349,109,574
6 Public support. Subtract line 5 from line 4. 724,953,778
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 142,542,859 152,271,399 281,047,140 249,808,214 248,393,740 1,074,063,352
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,351,153 2,445,424 6,172,014 10,040,083 11,340,283 32,348,957
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..   212,938 1,708,479 640,882 922,364 3,484,663
11 Total support. Add lines 7 through 10 1,109,896,972
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
65.320 %
15
15
70.750 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART II, LINE 10(B); 2015 Other Program Income - $105,873 2015 Experience Corps School Fees - $107,065 Total Program Services Revenue - $212,938
PART II, LINE 10(C); 2016 Experience Corps Program Fees - $1,185,995 2016 All Other Program Income - $372,069 2016 CGA Severance - $244,961 2016 CGA Change in Value - $(94,546) Total Program Service & Other Income - $1,708,479
PART II, LINE 10(D); 2017 Experience Corps Program Fees - $765,957 2017 All Other Program Income - $20,232 2017 CGA Severance - $134,642 2017 CGA Change in Value - $(279,949) Total Program Service & Other Income - $640,882
PART II, LINE 10(E); 2018 Experience Corps Program Fees - $907,953 2018 All Other Program Income - $213,238 2018 CGA Severance - $226,859 2018 CGA Change in Value - $(436,277) 2018 Gross Income from Fundraising - $10,150 2018 Miscellaneous Revenue - $441 Total Program Service & Other Income - $922,364
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
AARP Foundation
  		Employer identification number
52-0794300
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
AARP Foundation
  		Employer identification number

52-0794300
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
AARP Foundation
  		Employer identification number

52-0794300
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 244,360,170 141,651,935 17,139,004 17,983,362 18,101,116
b Contributions ... 78,113,983 76,682,864 116,229,945 336,554 476,933
c Net investment earnings, gains, and losses -13,990,060 26,913,632 9,190,695 -328,393 190,354
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		-900,936 888,261 907,709 852,519 785,041
f Administrative expenses ....          
g End of year balance ...... 307,583,157 244,360,170 141,651,935 17,139,004 17,983,362
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet6.500 %
b
Permanent endowment SchDMd Bullet93.500 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   4,440,000 4,440,000
b Buildings ....   22,736,908 12,198,822 10,538,086
c Leasehold improvements        
d Equipment ....        
e Other .....   2,342,803 1,485,228 857,575
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 15,835,661
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Charitable gift annuity liability 3,055,403
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,055,403
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 284,737,877
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -48,387,790
b Donated services and use of facilities ......... 2b 53,087,820
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 171,764
e Add lines 2a through 2d ..................... 2e 4,871,794
3 Subtract line 2e from line 1.................. 3 279,866,083
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 2,216,658
c Add lines 4a and 4b.................... 4c 2,216,658
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 282,082,741
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 222,820,217
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 53,087,820
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 8,501
e Add lines 2a through 2d.................... 2e 53,096,321
3 Subtract line 2e from line 1................... 3 169,723,896
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 1,199,744
c Add lines 4a and 4b..................... 4c 1,199,744
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 170,923,640
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: Permanently Restricted Endowment In January 2018, the Foundation received a contribution of $76,976,250 from AARP, Inc. for its permanently restricted endowment fund. In accordance with the terms of the donor agreement, the Foundation is required to add all investment income and gains to the balance of this endowment fund until such time as established by the donor. Board Designated Quasi-Endowment The Foundation's unrestricted net assets include amounts designated by its Board of Directors to function as a quasi-endowment fund. In connection with its quasi-endowment fund, the Board has adopted a spending policy, which permits an annual transfer to operating funds up to 5% of the previous 12 quarters' average quasi-endowment fund balance. Assets of both the permanently 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 consolidated financial statements.
Part XI, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) 171,764.
Part XI, Line 4b - Other Adjustments: AARP Institute contribution to AARP Foundation 1,016,914. Investment expenses treated as contra revenue on FS 604,751. Investment expenses from K-1s included in unrealized gain on FS 594,993.
Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) 8,501.
Part XII, Line 4b - Other Adjustments: Investment expenses treated as contra revenue on FS 604,751. Investment expenses from K-1s included in unrealized gain on FS 594,993.
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Chapman Cubine and Hussey
2000 15TH Street North Suite 550
 
Arlington, VA22201 		Direct mail production management services   No 0 745,589 0
 
M&R Strategic Services Inc
1101 Connecticut Avenue NW 7th Flo
 
Washington, DC20036 		Creative online marketing services   No 0 116,478 0
 
Ruffalo Noel Levitz
1025 Kirkwood Parkway SW
 
Cedar Rapids, IA52404 		Outbound Call Center Services   No 0 492,225 0
 
Gift Strategies
1539 Falls River Ave Suite 3
 
Seekonk, MA02771 		Outbound Call Center Services   No 0 25,320 0
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   1,379,612  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AR, CA, CT, CO, DC, FL, GA, HI, IL, KS, KY, ME, MD, MA, MI, MN, MO, MS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b, Column (v) These entities do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional and travel expenses.
Schedule G, Part I, Line 2 b(v) Chapman Cubine and Hussey Professional fundraising fee $582,732 Consulting fees 101,740 Advertising & promotion 61,117 Total paid to Chapman Cubine and Hussey $745,589 M&R Strategic Services Inc. Professional fundraising fee $412,956 Consulting services 79,269 Total paid to M&R Strategic Services Inc. $492,225 Ruffalo Noel Levitz Professional fundraising fee $25,320 Total paid to Ruffalo Noel Levitz $25,320 Gift Strategies Professional fundraising fee $116,478 Total paid to Gift Strategies $116,478 Total amounts paid to fundraisers $1,379,612
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number
52-0794300
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) AARP
601 E Street NW
Washington,DC20049 		95-1985500 501(c)(4) 5,086,765       AARP charitable work conducted on behalf of the AARP Foundation.
(2) Able South Carolina
720 Gracern Road Suite 106
Columbia,SC29016 		58-2336332 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(3) Action for Boston Community Development Inc
178 Tremont St
Boston,MA021111006 		04-2304133 501(c)(3) 25,000       Grant to support AARP Foundation's Food Security program
(4) Agency on Aging of South Central Connecticut Inc
1 Long Wharf Dr Ste 1L
New Haven,CT06511 		06-0915531 501(c)(3) 26,000       Grant to support AARP Foundation's Experience Corps afterschool program
(5) All Hands and Hearts
6 County Road Suite 6
Mattapoisett,MA02739 		20-3414952 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(6) Alliance to End Hunger
425 3rd St SW Ste 1200
Washington,DC20024 		20-2803848 501(c)(3) 15,000       Membership contribution in support of AARP Foundation's Food Security program
(7) Area Agency on Aging of North Florida
2414 Mahan Drive
Tallahassee,FL32308 		59-1844633 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(8) Aspiranet
400 Oyster Point Blvd Ste 501
South San Francisco,CA94080 		94-2442955 501(c)(3) 28,114       Grant to support AARP Foundation's Experience Corps program
(9) Association for Enterprise Opportunity
1310 L Street NW Ste 830
Washington,DC20005 		36-3834357 501(c)(3) 25,000       Sponsorship of the AEO Moving Main Street Forward Conference to support Income Security
(10) Austin Community College District
9101 Tuscany Way Rm 153
Austin,TX78754 		74-1742036 501(c)(3) 347,405       Grant to support AARP Foundation's Back to Work 50+ program
(11) Bay County Council on Aging
1116 Frankfurt Avenue
Panama City,FL32401 		59-1352672 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(12) Benefits Data Trust
Centre Square West 1500 Market
Street Suite 2800
Philadelphia,PA19102 		20-3455598 501(c)(3) 100,000       Grant to support AARP Foundation's Food Security program
(13) Boston VA Research Institute Inc
150 S Huntington Ave 151-B Room
11B-60
Boston,MA02130 		04-3081524 501(c)(3) 184,495       Grant to support AARP Foundation's Housing program
(14) Adcox Watermelons & Produce
110 Fox Briar Dr
Mendenhall,MS39114 		45-4863509   25,802       Grant to support AARP Foundation's Food Security program
(15) Brevard Workforce Development Board Inc
297 Barnes Blvd
Rockledge,FL32955 		59-3031785 501(c)(3) 181,137       Grant to support AARP Foundation's Back to Work 50+ program
(16) Brunswick County Habitat for Humanity
4170 Long Beach Road SE
Southport,NC28461 		56-1869247 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(17) Calhoun County Senior Citizens Association Inc
16859 NE Cayson Street
Blountstown,FL32424 		59-1945679 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(18) California Vocations Inc
702 Mangrove Ave PMB 19
Chico,CA95926 		68-0062031 501(c)(3) 40,000       AARP Foundation Disaster Relief Grant
(19) DC Central Kitchen Inc
425 2nd Street NW
Washington,DC20001 		52-1584936 501(c)(3) 9,000       Grant to support AARP Foundation's Food Security program
(20) Cape Fear Habitat for Humanity Inc
20 North 4th Street Suite 200
Wilmington,NC28401 		56-1555858 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(21) Carver Community Organization Inc
400 SE 8TH St
Evansville,IN47713 		35-0869030 501(c)(3) 49,531       Grant to support AARP Foundation's Experience Corps afterschool program
(22) Catholic Charities of the Virgin Islands
PO Box 9438
St Thomas,VI00801 		66-0521475   75,000       AARP Foundation Disaster Relief Grant
(23) Center for Social Gerontology
2307 Shelby Ave
Ann Arbor,MI48103 		38-2875533 501(c)(3) 10,000       Sponsorship of the AFL National Aging and Law Conference
(24) Central Mississippi Civic Improvement Association Inc DBA Jackson-Hinds Co
3502 West Northside Drive
Jackson,MS392134454 		64-0506107 501(c)(3) 10,000       Grant to support AARP Foundation's Food Security program
(25) Chicago Cook Workforce Partnership
69 W Washington Suite 2860
Chicago,IL60602 		36-4122225 501(c)(3) 300,000       Grant to support AARP Foundation's Back to Work 50+ program
(26) Chinatown Manpower Project Inc
70 Mulberry Street
New York,NY10013 		13-2755214 501(c)(3) 10,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(27) Chipola Habitat for Humanity
PO Box 6114 4736 Hwy 90
Marianna,FL324476114 		59-2900901 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(28) Church Health Center of Memphis Inc
1350 Concourse Ave Ste 142
Memphis,TN38104 		10-0125277   7,497       Grant to support AARP Foundation's Food Security program
(29) City of Jackson dba West Tennessee Farmers Market Inc
PO Box 2508
Jackson,TN38302 		62-6000316 Government 12,510       Grant to support AARP Foundation's Food Security program
(30) City of Phoenix Youth & Education Office
100 N 3rd St
Phoenix,AZ850042231 		86-6000256 Government 46,488       Grant to support AARP Foundation's Experience Corps afterschool program
(31) City of Tempe
20 E Sixth St
Tempe,AZ85281 		86-6000262 Government 66,655       Grant to support AARP Foundation's Experience Corps afterschool program
(32) Community Loan Fund of the Capital Region Inc
255 Orange Street
Albany,NY12210 		22-2706505 501(c)(3) 14,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(33) Comprehensive Housing Asst
5809 Park Heights Ave
Baltimore,MD21215 		23-7097000 501(c)(3) 50,000       Grant to support AARP Foundation's Isolation program
(34) Council of Independent Colleges
1 Dupont Circle NW Suite 320
Washington,DC20036 		01-6004776 501(c)(3) 125,000       Grant to support AARP Foundation's Isolation program
(35) Morrison's Farmer's Market (managed by Crossroads Downtown Partnership)
172 W Main St Skymart
Morristown,TN37816 		27-2903936 501(c)(3) 6,189       Grant to support AARP Foundation's Food Security program
(36) American National Red Cross - VI Affiliate (dba Cruz Roja Americana)
2025 E St NW
Washington,DC200065009 		53-0196605 501(c)(3) 38,500       AARP Foundation Disaster Relief Grant
(37) Center for Women and Enterprise
24 School Street 7th Floor
Boston,MA02108 		04-3256236 501(c)(3) 12,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(38) Duquesne University
600 Forbes Avenue
Pittsburgh,PA15282 		25-1035663 501(c)(3) 9,990       Grant to support AARP Foundation's Work for Yourself 50+ program
(39) Eastern Florida State University
1519 Clearlake Rd Building 2 Rm 138
138
Cocoa,FL32922 		59-0920675 501(c)(3) 49,539       Grant to support AARP Foundation's Back to Work 50+ program
(40) El Camino Comm Coll
16007 Crenshaw Blvd
Torrance,CA90506 		95-6001060 Government Entity 12,010       Grant to support AARP Foundation's Work for Yourself 50+ program
(41) Fayetteville Area Habitat for Humanity Inc
PO Box 3166
Fayetteville,NC28302 		56-1610250 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(42) Foundation for Puerto Rico
1500 Antonsanti St Ste K
San Juan,PR009123150 		66-0776227 501(c)(3) 101,000       AARP Foundation Disaster Relief Grant
(43) Feeding Tampa Bay
4702 Transport Drive Building 6
Tampa,FL33605 		59-2116576 501(c)(3) 45,500       Grants to support AARP Foundation's Food Security program and Disaster Relief
(44) Feeding the Gulf Coast
5248 Mobile South Street
Theodore,AL36582 		63-0821997 501(c)(3) 100,000       Grant to support AARP Foundation's Food Security program
(45) Foundation for Art and Healing
77 Stearns Road
Brookline,MA02446 		33-1125148 501(c)(3) 158,771       Grant to support AARP Foundation's Isolation program
(46) Georgia Farm Bureau Foundation for Agriculture
1620 Bass Road
Macon,GA31210 		47-2035360 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(47) Generations Incorporated
25 Kingston St 4th Fl
Boston,MA02111 		04-3227007 501(c)(3) 395,797       Grant to support AARP Foundation's Experience Corps program
(48) Generations United
25 E Street NW
Washington,DC20001 		31-1542973 501(c)(3) 35,000       Grant to support AARP Foundation's Income Security program
(49) Georgia Legal Services Program
104 Marietta Street Suite 250
Atlanta,GA30303 		58-1111590 501(c)(3) 60,000       AARP Foundation Disaster Relief Grant
(50) Grantmakers in Aging
2001 Jefferson David Highway Suite
504
Arlington,VA22202 		13-4014982 501(c)(3) 57,500       General Support
(51) Greater Cleveland Volunteers
4415 Euclid Ave Ste 200
Cleveland,OH44103 		34-1356768 501(c)(3) 80,322       Grant to support AARP Foundation's Experience Corps afterschool program
(52) Gulf County Senior Citizens Association
120 Library Drive
Port St Joe,FL32456 		59-1777183 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(53) Habitat for Humanity of Bay County Florida
PO Box 408
Panama City,FL32402 		59-3007298 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(54) Habitat for Humanity International
121 Habitat St
Americus,GA317093498 		91-1914868 501(c)(3) 735,655       Grant to support AARP Foundation's Housing program
(55) Habitat for Humanity of Craven County NC
930 Pollock Street
New Bern,NC28562 		56-1658230 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(56) Harlem Business Alliance
275 Lenox Avenue
New York,NY10027 		13-3591350 501(c)(3) 12,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(57) Home Works of America
3823 W Beltline Blvd
Columbia,SC29204 		56-2027026 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(58) Iowa Center for Economic Success
8345 University Blvd Suite F
Clive,IA50325 		20-1037604 501(c)(3) 12,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(59) Jackson Cash & Carry Inc
3520 Terry Rd
Jackson,MS39212 		74-3137545   58,511       Grant to support AARP Foundation's Food Security program
(60) Jackson County Senior Citizens Organization Inc
5400 Cliff Street
Graceville,FL32440 		59-1613298 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(61) Jefferson State Community College
2601 Carson Rd
Birmingham,AL35215 		63-0501357 Government Entity 328,799       Grant to support AARP Foundation's Back to Work 50+ program
(62) Johnson City Farmers Market
190 Dewey Dugger Rd
Johnson City,TN37601 		27-2062503 501(c)(3) 8,729       Grant to support AARP Foundation's Food Security program
(63) LA's Best
200 N Spring St M 120
Los Angeles,CA90012 		95-4311058 501(c)(3) 55,000       Grant to support AARP Foundation's Experience Corps afterschool program
(64) Legal Aid of North Carolina
224 S Dawson St
Raleigh,NC27601 		31-1784161 501(c)(3) 95,000       AARP Foundation Disaster Relief Grant
(65) Legal Services of Northern California
517 12th St
Sacramento,CA95814 		94-1384659 501(c)(3) 245,000       AARP Foundation Disaster Relief Grant
(66) Legal Services of North Florida Inc
2119 Delta Blvd
Tallahassee,FL32303 		51-0197090 501(c)(3) 155,000       AARP Foundation Disaster Relief Grant
(67) Liberty County Senior Citizens Association
15629 NW CR 12 PO Box 730
Bristol,FL32321 		59-1769552 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(68) Mathis Peaches and Produce
1950 CR 450
Quitman,MS39355 		27-1869273   11,014       Grant to support AARP Foundation's Food Security program
(69) Lutheran Social Services of the Virgin Islands Inc
516B Hospital Street
Frederiksted,VI008403824 		67-0250807 501(c)(3) 38,823       AARP Foundation Disaster Relief Grant
(70) Massachusetts Law Reform Institute Inc
40 Court St Ste 800
Boston,MA02108 		04-6004303 501(c)(3) 16,000       General Support
(71) Food Research and Action Center on behalf of Maryland Hunger Solutions
711 W 40th Street Suite 360
Baltimore,MD21211 		23-7200739 501(c)(3) 50,000       Grant to support AARP Foundation's Food Security program
(72) Memphis Tilth
575 Suzette Street
Memphis,TN38126 		81-0733686 501(c)(3) 10,939       Grant to support AARP Foundation's Food Security program
(73) Metropolitan Family Service
230 NE 2nd Ave St 2
Hillsboro,OR97124 		93-0397825 501(c)(3) 102,497       Grant to support AARP Foundation's Experience Corps program
(74) Miami Dade College
11011 SW 104th Room 9254
Miami,FL33176 		59-1210485 Government Entity 172,350       Grant to support AARP Foundation's Back to Work 50+ program
(75) Mississippi Dept of Agriculture
121 N Jefferson St
Jackson,MS39201 		64-6000734 Government 6,564       Grant to support AARP Foundation's Food Security program
(76) Motion Picture & Television Fund
23388 Mulholland Drive 220
Woodland Hills,CA91364 		95-1652916 501(c)(3) 223,000       Grant to support AARP Foundation's Isolation program
(77) My Brothers Workshop
26A Charlotte Amalie PO Box 503205
St Thomas,VI00805 		66-0718884 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(78) National Consumer Voice for Quality Long Term Care
1001 Connecticut Ave NW Ste 425
Washington,DC20036 		52-1122531 501(c)(3) 10,000       Sponsorship of the 2018 National Consumer Voice for Quality Long Term Care Conference
(79) National Health Law Program
1444 I St NW Ste 105
Washington,DC20005 		95-3080947 501(c)(3) 10,000       Sponsorship of the 2018 NHLP 29th Annual Health Advocates Conference
(80) National Older Worker Career Center
3811 N Fairfax Drive Suite 900
Arlington,VA22203 		52-2003078 501(c)(3) 175,000       Grant to support AARP Foundation's Income Security program
(81) North Carolina Housing Finance Agency
3508 Bush Street
Raleigh,NC27609 		56-1700536   90,000       AARP Foundation Disaster Relief Grant
(82) Northeastern Illinois University Foundation
5500 N St Louis Avenue
Chicago,IL60625 		23-7034689 501(c)(3) 13,225       Grant to support AARP Foundation's Work for Yourself 50+ program
(83) University of Maine System
5703 Alumni Hall Ste 101
Orono,ME04469 		01-6000769 Government Entity 12,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(84) Northern California Presbyterian Homes and Services
1525 POST ST
San Francisco,CA94109 		94-1437728 501(c)(3) 77,000       Grant to support AARP Foundation's Experience Corps program
(85) Nourish Knoxville Inc
PO Box 422
Knoxville,TN37901 		46-2030131 501(c)(3) 12,086       Grant to support AARP Foundation's Food Security program
(86) Operation Pathways
1090 Vermont Ave NW Ste 400
Washington,DC20005 		47-2897977 501(c)(3) 9,120       Grant to support AARP Foundation's Isolation program
(87) Parentis Health Foundation
24012 Calle de la Plata 400
Laguna Hills,CA92653 		81-1188544 501(c)(3) 58,500       Grant to support AARP Foundation's Experience Corps afterschool program
(88) Pima Community College
4905 East Broadway Ste 113
Tucson,AZ857094905 		86-0208787 Government Entity 80,000       Grant to support AARP Foundation's Back to Work 50+ program
(89) Propel Nonprofits
1 SE Maine Street Suite 600
Minneapolis,MN55114 		41-1916337 501(c)(3) 227,848       Grant to support AARP Foundation's Experience Corps program
(90) Quality Education Services of MN Inc
1731 Louise Ave
Saint Paul,MN55106 		46-4014810 501(c)(3) 34,200       Contribution to support AARP Foundation's Experience Corps program
(91) Read to Succeed Buffalo Inc
392 Pearl St Ste 100
Buffalo,NY14202 		26-3606661 501(c)(3) 171,177       Grant to support AARP Foundation's Experience Corps program
(92) Rutherford County Trustee
Rm 102 Public Square Courthouse
Murfreesboro,TN37130 		62-6017922   8,571       Grant to support AARP Foundation's Food Security program
(93) Sacramento Chinese Community Services Center Inc
420 I St Ste 5
Sacramento,CA95814 		94-2581434 501(c)(3) 125,087       Grant to support AARP Foundation's Experience Corps program
(94) San Francisco Gen Hospital FDN
2789 25th St 2028
San Francisco,CA94110 		94-3189424 501(c)(3) 500,000       Grant to support AARP Foundation's Food Security program
(95) San Juan Comm Coll
4601 College Boulevard
Farmington,NM87402 		85-0295969 Government Entity 9,910       Grant to support AARP Foundation's Work for Yourself 50+ program
(96) Santa Fe College
3000 NW 83 ST
Gainesville,FL32606 		59-1207627 501(c)(3) 234,146       Grant to support AARP Foundation's Back to Work 50+ program
(97) St Bernard Project
2645 Toulouse Street
New Orleans,LA70119 		26-2189665 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(98) SC Thrive
2211 Alpine Road Extension
Columbia,SC29223 		90-1011409 501(c)(3) 50,000       Grant to support AARP Foundation's Food Security program
(99) Southeastern Association of Area Agencies on Aging
9815 David Taylor Drive Suite 100
Charlotte,NC28262 		58-1458880 501(c)(3) 90,000       AARP Foundation Disaster Relief Grant
(100) Shelby County Healthcare Corporation
877 Jefferson Ave
Memphis,TN38103 		62-1113169 501(c)(3) 10,833       Grant to support AARP Foundation's Food Security program
(101) Small Business Empowerment Center
911 Washington Ste 805
Saint Lotus,MO63101 		80-0563561 501(c)(3) 10,500       Grant to support AARP Foundation's Work for Yourself 50+ program
(102) South Carolina Legal Services
2109 Bull Street
Columbia,SC29201 		57-0485205 501(c)(3) 95,000       AARP Foundation Disaster Relief Grant
(103) State of Mississippi- University of Mississippi Medical Center - University
2500 N State St
Jackson,MS39216 		64-6008520 Government 16,000       Grant to support AARP Foundation's Food Security program
(104) Step Up Savannah
428 Bull Street Ste 208
Savannah,GA31401 		30-0526014 501(c)(3) 50,000       Grant to support AARP Foundation's Food Security program
(105) Brookway Market Basket
835 Brookway Blvd
Brookhaven,MS39601 		64-0694110   13,639       Grant to support AARP Foundation's Food Security program
(106) The Childrens Initiative
4438 Ingraham St
San Diego,CA92109 		77-0587835 501(c)(3) 104,708       Grant to support AARP Foundation's Experience Corps program
(107) Three Rivers Market
1100 N Central St
Knoxville,TN37917 		20-2281235   66,875       Grant to support AARP Foundation's Food Security program
(108) Top Box Foods
202A Merchandise Mart Plaza
Chicago,IL60654 		45-3930886 501(c)(3) 250,000       Grant to support AARP Foundation's Food Security program
(109) Tri County Tech College FDN
PO Box 587
Pendleton,SC29670 		57-0734955 501(c)(3) 30,000       Grant to support AARP Foundation's Back to Work 50+ program
(110) Trustees of Tufts College
711 Washington Street
Boston,MA02111 		04-2103634 501(c)(3) 75,000       Grant to support AARP Foundation's Food Security program
(111) United Way California Capital Region
10389 Old Placerville Road
Sacramento,CA95827 		94-1225382 501(c)(3) 121,557       Grant to support AARP Foundation's Experience Corps program
(112) United Way of Central Georgia Inc
277 Martin Luther King Jr Blvd Ste
301
Macon,GA312021302 		58-0639811 501(c)(3) 89,164       Grant to support AARP Foundation's Experience Corps program
(113) United Way of the Big Bend
307 E Seventh Ave
Tallahassee,FL32303 		59-6011150 501(c)(3) 75,000       AARP Foundation Disaster Relief Grant
(114) University of Hartford
200 Bloomfield Ave
West Hartford,CT06117 		06-0731360 501(c)(3) 12,512       Grant to support AARP Foundation's Work for Yourself 50+ program
(115) Westminster Economic Development Initiative Inc (WEDI)
436 Grant Street
Buffalo,NY142131141 		20-4230463 501(c)(3) 10,511       Grant to support AARP Foundation's Work for Yourself 50+ program
(116) WI Women's Business Initiative
1533 N River Center Drive
Milwaukee,WI53212 		39-1597954 501(c)(3) 9,500       Grant to support AARP Foundation's Work for Yourself 50+ program
(117) Winrock International
2102 Riverfront Drive
Little Rock,AR72202 		71-0603560 501(c)(3) 10,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(118) Womens Opportunity Resource Center
2010 Chestnut Street
Philadelphia,PA19103 		23-2741508 501(c)(3) 12,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(119) WV INC
600 Hwy 8 E
Rosedale,MS38769 		20-1770628   35,479       Grant to support AARP Foundation's Food Security program
(120) YWCA of San Francisco and Marin
4380 Redwood Hwy Ste A-1
San Rafael,CA94903 		94-0997420 501(c)(3) 15,000       Grant to support AARP Foundation's Work for Yourself 50+ program
(121) Youth Co-Op
3525 NW 7 Street
Miami,FL33125 		23-7320351 501(c)(3) 330,000       Grant to support AARP Foundation's Back to Work 50+ program
(122) The Market Tree of Life Center
30 Crossland Ave Ste 205
Clarksville,TN37040 		20-5449098   12,748       Grant to support AARP Foundation's Food Security program
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
113
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
11
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) SCSEP Enrollee Wages and Benefits (see Page 2, Part III, Line 4a) 13000 54,368,882      
(2) Experience Corps Mentoring & Tutoring Stipends 2000 470,565      
(3) Employee Crisis Fund 9 33,815      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
Yes
 
b
Any related organization? .......................
5b
Yes
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1LISA MARSH RYERSON
PRESIDENT 		(i)

(ii)		 337,586
-------------
8,079 		102,544
-------------
0 		2,322
-------------
0 		11,000
-------------
37,758 		21,078
-------------
0 		474,530
-------------
45,837 		0
-------------
0
2PATRICIA D SHANNON
CFO & SENIOR VICE PRESIDENT 		(i)

(ii)		 311,144
-------------
0 		77,039
-------------
0 		2,501
-------------
0 		11,000
-------------
37,758 		12,549
-------------
0 		414,233
-------------
37,758 		0
-------------
0
3DAVID WHITEHEAD
SVP & CHIEF DEVELOPMENT OFFICER 		(i)

(ii)		 269,672
-------------
13,168 		66,784
-------------
0 		1,929
-------------
0 		11,000
-------------
37,758 		21,722
-------------
0 		371,107
-------------
50,926 		0
-------------
0
4WILLIAM A RIVERA
SVP - LITIGATION 		(i)

(ii)		 234,345
-------------
0 		55,228
-------------
0 		1,022
-------------
0 		11,000
-------------
37,758 		1,595
-------------
0 		303,190
-------------
37,758 		0
-------------
0
5EMILY S ALLEN
SVP - AARP FDN PROGRAMS 		(i)

(ii)		 252,277
-------------
0 		59,800
-------------
0 		905
-------------
0 		11,000
-------------
37,758 		13,455
-------------
0 		337,437
-------------
37,758 		0
-------------
0
6COREY HASTINGS
VP - SCSEP (UNTIL 6/15/2018) 		(i)

(ii)		 93,802
-------------
0 		49,824
-------------
0 		17,002
-------------
0 		5,745
-------------
19,720 		7,605
-------------
0 		173,978
-------------
19,720 		0
-------------
0
7KEANNE C HENRY
VP - EXPERIENCE CORPS 		(i)

(ii)		 202,877
-------------
0 		48,005
-------------
0 		1,259
-------------
0 		10,035
-------------
34,446 		6,216
-------------
0 		268,392
-------------
34,446 		0
-------------
0
8STEVEN DELVECCHIO
VP - DIRECT RESPONSE 		(i)

(ii)		 133,045
-------------
62,835 		48,005
-------------
0 		1,259
-------------
0 		9,755
-------------
33,485 		1,372
-------------
0 		193,436
-------------
96,320 		0
-------------
0
9STEPHEN VENUTE
VP - CORP & FOUNDATION REL 		(i)

(ii)		 201,535
-------------
0 		49,496
-------------
0 		1,176
-------------
0 		10,041
-------------
34,467 		7,124
-------------
0 		269,372
-------------
34,467 		0
-------------
0
10PATRICK LANDERS
VP - STRATEGY & INNOVATION 		(i)

(ii)		 197,893
-------------
0 		48,960
-------------
0 		296
-------------
0 		9,874
-------------
33,893 		7,691
-------------
0 		264,714
-------------
33,893 		0
-------------
0
11MARC MCDONALD
VP - GRANTS AND EXTERNAL INITIATIVES 		(i)

(ii)		 190,387
-------------
0 		48,539
-------------
0 		718
-------------
0 		9,557
-------------
32,805 		15,133
-------------
0 		264,334
-------------
32,805 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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. In addition, all non-employee officers and directors are reimbursed for travel and subsistence costs incurred for spouses/companions accompanying them to Foundation functions. All spouse/companion travel reimbursements, including tax gross-up payments, are treated as taxable income and Form 1099-MISC are issued as required by law. Board members L. Johnson, Daly, Lane, and Kelly sit/sat 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. Board members Gutierrez, H. Johnson, Adame, Miller, Daw, Banks, and Werth sit/sat only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel.
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, of which gross revenues is one.
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number
52-0794300
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A District of Columbia
  		53-6001131 254839H48 10-21-2004 25,000,000 Purchase of office space   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 25,000,000      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 23,688,767      
11 Other spent proceeds ............. 1,311,233      
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X            
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.400 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0.400 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		  X            
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X            
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) AARP Inc
  		Affiliated entity 5,086,765 Grants   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Part IV, Column (d) Grants for performance of charitable activities on behalf of AARP Foundation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 13 72,536 High / Low Average
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Column (b): AARP Foundation reports the number of items received. Per the IRS issued instructions to Schedule M, each separate contribution of publicly traded stock was treated as an item.
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Return Reference Explanation
Form 990, Part VI, Section A, line 4 (1) Revisions to AARP Foundation's bylaws were approved by the AARP Foundation board on February 22, 2018, and subsequently approved by the AARP Board of Directors on March 7, 2018 with the following changes: i. Changing the Board Officer positions of Chair, Vice Chair, Treasurer and Secretary to Board leadership positions of Chair and one or more Vice Chairs; ii. Clearly differentiating the Board Committees from advisory committees; iii. Designating the President, CFO and Secretary as corporate officers, with the President serving at the pleasure of the Board and the CFO and Secretary serving at the pleasure of the President; and iv. Removing the list of standing committees and their descriptions to give the Foundation Board flexibility to add and remove committees without amending the Bylaws.
Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP.
Form 990, Part VI, Section A, line 7b The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. Up to four of the AARP Foundation Board members may be current AARP Board members. The remaining board members shall be unaffiliated with AARP. An AARP Foundation Board member may be removed, with or without cause, by formal action of the AARP Foundation Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors.
Form 990, Part VI, Section B, line 11b The Form 990 for AARP Foundation ("Foundation") is prepared by an outside consultant and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Ethics & Compliance Office. The appropriate resolution 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 15 Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. Based on the process described above, the AARP Foundation Board Chair approves adjustments to the President's compensation package. Compensation packages for other officers and key employees are discussed by the Strategy and Governance Committee.
Form 990, Part VI, Section C, line 18 AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
Form 990, Part VI, Section C, line 19 AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees AARP Foundation has a standard 40 hour work week and the average hours are disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount.
Part VII, Sec. B, Independent Contractors AARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation.
Part VII, Sec. B, Independent Contractors AARP Foundation collaborates with Kroger to deliver 'Fresh Savings', a program designed to benefit low-income people affected by food insecurity. Eligible individuals are provided with a voucher which allows them to purchase low-cost fresh fruit and vegetables. AARP Foundation then reimburses Kroger for the cost of the vouchers.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)AARP
601 E Street NW

Washington,DC20049
95-1985500 		Social welfare organization dedicated to persons over age 50 DC 501(c)(4) N/A N/A
 
No
(2)AARP Institute
601 E Street NW

Washington,DC20049
52-0788950 		Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501(c)(3) 509(a)(3) AARP Foundation
 
Yes
 
(3)Legal Counsel for the Elderly
601 E Street NW

Washington,DC20049
52-1194741 		Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(a)(1) AARP
 
 
No
(4)AARP Insurance Plan
601 E Street NW

Washington,DC20049
52-6069387 		Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP
 
 
No
(5)AARP Foundation Trust co BlackRock Institutional Trust Co NA TTE
400 Howard St

San Francisco,CA94105
30-6645384 		Grantor Trust holding certain exchange traded funds in investment portfolio CA 501(c)(3) N/A AARP Foundation
 
 
No
(6)AARP Trust co BlackRock Institutional Trust Company NA TTE
400 Howard St

San Francisco,CA94105
30-6645385 		Grantor Trust holding certain exchange traded funds in investment portfolio CA 501(c)(4) N/A AARP
 
 
No


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AARP Financial Services Corporation

601 E Street NW
Washington,DC20049
52-1367607 		Real Estate Holding Company DE AARP
  		C         No
(2) AARP Services Inc

601 E Street NW
Washington,DC20004
52-2141065 		Quality Control and Research DE AARP
  		C         No
(3) The H Wayne and Anne D Barbetti Charitable Remainder Unitrust

5011 Haven Avenue
Ocean City,NJ08226
20-6379297 		Charitable Remainder Trust NJ N/A
 T         No








Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AARP Inc - Grant awards for performance of charitable activities

 B 5,086,765 Grant agreements
(2) AARP Inc - Cash contributions and endowment

 C 101,600,355 Cash paid
(3) AARP Inc - Bond standby agreement

 E 25,000,000 In the event of default
(4) AARP Inc - In-kind advertising

 M 5,135,395 Publication space market value
(5) AARP Inc - In-kind shared services

 M 27,165,867 Allocable cost
(6) AARP Inc - In-kind rent

 N 101,211 Allocable cost
(7) AARP Inc - In-kind mailing lists

 N 0 See supplemental information
(8) AARP Inc - Maintenance & telephone

 P 643,170 Costs incurred
(9) AARP Inc - Shared employee salary

 Q 295,711 Actual salary for time reported
(10) AARP Inc - 25k Annual fee line of credit

 R 25,000 Cash paid
(11) AARP Institute

 S 1,516,897 Transfer of CGA assets
(12) AARP Institute

 S -899,982 Transfer of CGA liability
(13) AARP Institute

 S 400,000 Cash paid
(14) Andrus Insurance Fund Inc - Workers' comp & other insurance

 R 2,257,580 Premiums paid
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part V, Line 2(a)(7) AARP Foundation and AARP, its parent organization, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members.
Schedule R, Part V, Lines 2(a)(11 and 12) On November 7, 2018, the AARP Institute Board of Trustees approved the merger of AARP Institute into AARP Foundation. When the merger was completed, the assets and liabilities formerly owned by AARP Institute became assets and liabilities of AARP Foundation.
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: