aarp 990 public disclosure 2016...601 e street, nw c/o tax dept. washington, dc 20049 0 1 scott m....
TRANSCRIPT
Department of the TreasuryInternal Revenue Service
File by thedue date forfiling yourreturn. Seeinstructions.
623841 01-11-17
| File a separate application for each return.
| Information about Form 8868 and its instructions is at .
Electronic filing
Enter filer's identifying number
Type or
Application
Is For
Return
Code
Application
Is For
Return
Code
1
2
3a
b
c
3a
3b
3c
$
$
$
Balance due.
Caution:
For Privacy Act and Paperwork Reduction Act Notice, see instructions. 8868
www.irs.gov/efile e-file Charities and Non-Profits.
Form
(Rev. January 2017)OMB No. 1545-1709
You can electronically file Form 8868 to request a 6-month automatic extension of time to file any of the
forms listed below with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit
Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more details on the electronic
filing of this form, visit , click on Charities & Non-Profits, and click on for
All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts
must use Form 7004 to request an extension of time to file income tax returns.
Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or
Number, street, and room or suite no. If a P.O. box, see instructions.
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Social security number (SSN)
Enter the Return Code for the return that this application is for (file a separate application for each return) �����������������
Form 990 or Form 990-EZ
Form 990-BL
Form 4720 (individual)
Form 990-PF
01
02
03
04
05
06
Form 990-T (corporation) 07
08
09
10
11
12
Form 1041-A
Form 4720 (other than individual)
Form 5227
Form 6069
Form 8870
Form 990-T (sec. 401(a) or 408(a) trust)
Form 990-T (trust other than above)
¥ The books are in the care of |
Telephone No. | Fax No. |
¥ If the organization does not have an office or place of business in the United States, check this box~~~~~~~~~~~~~~~~~ |
¥ If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this
box . If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for.| |
I request an automatic 6-month extension of time until , to file the exempt organization return
for the organization named above. The extension is for the organization's return for:
|
|
calendar year or
tax year beginning , and ending .
If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return
Change in accounting period
If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions.
If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit.
Subtract line 3b from line 3a. Include your payment with this form, if required,
by using EFTPS (Electronic Federal Tax Payment System). See instructions.
If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for paymentinstructions.
LHA Form (Rev. 1-2017)
www.irs.gov/form8868
(e-file).
Automatic 6-Month Extension of Time. Only submit original (no copies needed).
8868 Application for Automatic Extension of Time To File anExempt Organization Return
AARP 95-1985500
601 E Street, NW c/o Tax Dept.
Washington, DC 200490 1
Scott M. Frisch601 E Street, NW - Washington, DC 20049
202-434-7578
November 15, 2017
X 2016
0.
0.
0.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 98.132
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Code: Expenses $ including grants of $ Revenue $
Expenses $ including grants of $ Revenue $
632002 11-11-16
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part III ����������������������������
Briefly describe the organization's mission:
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.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
~~~~~~
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.
( ) ( ) ( )
( ) ( ) ( )
( ) ( ) ( )
Other program services (Describe in Schedule O.)
( ) ( )
Total program service expenses |
Form (2016)
2Statement of Program Service AccomplishmentsPart III
990
AARP 95-1985500
X
AARP is a nonprofit, nonpartisan organization dedicated to empoweringpeople to choose how they live as they age. AARP champions positivesocial change and delivers value through advocacy, information, andservice. AARP's vision is a society in which everyone lives with
X
X
424,735,389. 10,919,563. 19,451,502.Community Engagement, Education, and Outreach provides programs,services, tools, information, and advocacy that advance the mission ofAARP by helping to fulfill the wants and needs of people age 50+ andtheir families.
AARP's 53 state and territorial offices offer needed assistance,information, and support to Americans 50+ at the state and locallevels. This includes a wide range of community-based activities thatengage the diverse 50+ population and their families, such aseducational programs, health fairs, career expos, and volunteeropportunities. An important element of our state and local work isgrassroots advocacy on state and local legislative and regulatory
389,855,816. 158,450. 241,805.Publications and Communications
AARP is a unique source of information through multiple communicationchannels on topics of interest to people 50+ and their families. AARPpublishes "AARP The Magazine," the world's largest circulationmagazine, every other month. "AARP The Magazine" includes the keyareas of health, personal finance, work/life transitions, and personalenrichment. AARP also publishes 10 issues of "AARP Bulletin," whichreports on such issues as Social Security, Medicare, and topics relatedto work, saving money, retirement, pensions, health, and quality oflife. "AARP The Magazine" and "AARP Bulletin," provided to all AARPmember households, are also available online to the public.
198,627,103. 30,000. 557,075.Member Engagement is dedicated to ensuring that AARP provides avaluable member experience to members and that a relevant portfolio ofinformation, programs, benefits, and services is readily available toall members. Members have the opportunity to receive customizedinformation in the manner most useful to them. Assistance for membersis available through a contact center reachable by phone or online,which also provides assistance to non-members who contact us.
314,487,378. 138,221,584.1,327,705,686.
See Schedule O for Continuation(s)
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 2
632003 11-11-16
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
a
b
If "Yes," complete Schedule ASchedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part IIIf "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IXIf "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part XIf "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optionalIf "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I
If "Yes," complete Schedule G, Part IIIf "Yes,"
complete Schedule G, Part III
Form 990 (2016) Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization required to complete ?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
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?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasi-endowments?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
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.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Did the organization report an amount for other liabilities in Part X, line 25?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~
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)?
Did the organization obtain separate, independent audited financial statements for the tax year?
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Was the organization included in consolidated, independent audited financial statements for the tax year?
~~~~~
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
�����������������������������������������������
Form (2016)
3Part IV Checklist of Required Schedules
990
AARP 95-1985500
XX
X
X
X
X
X
X
X
X
X
X
XX
X
X
XXX
X
X
X
X
X
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 3
632004 11-11-16
Yes No
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
a
b
20a
20b
21
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note.
(continued)
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
If "Yes," complete Schedule I, Parts I and III
If "Yes," completeSchedule J
If "Yes," answer lines 24b through 24d and completeSchedule K. If "No", go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," completeSchedule L, Part I
If "Yes,"complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IVIf "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part IIf "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part IIf "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2016) Page
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ~~~~~~~~~~
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? ~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
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?
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 current or former officer, director, trustee, or key employee? ~~~~~~~~~~~
A family member of a current or former officer, director, trustee, or key employee?
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?
~~
~~~~~~~~~~~~~~~~~~~~~
Did the organization receive more than $25,000 in non-cash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
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)?
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
Did the organization make any transfers to an exempt non-charitable related organization?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O �������������������������������
Form (2016)
4Part IV Checklist of Required Schedules
990
AARP 95-1985500
X
X
X
X
X
X
X
X
X
XX
XX
X
X
X
X
XX
X
X
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 4
632005 11-11-16
Yes No
1
2
3
4
5
6
7
a
b
c
1a
1b
1c
a
b
2a
Note.
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note.
a
b
c
a
b
13a
13b
13c
14a
14b
e-file
If "No," to line 3b, provide an explanation in Schedule O
If "No," provide an explanation in Schedule O
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?
Form (2016)
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part V ���������������������������
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? �������������������������������������������
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 ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
If the sum of lines 1a and 2a is greater than 250, you may be required to (see instructions)
~~~~~~~~~~
~~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
~~~~~~~~~~~~~~
~~~~~~~~~~
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)?~~~~~~~
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
~~~~~~~~~~~~
~~~~~~~~~
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
~~~~~~~~~~~~~~~
����������������������������������������������������
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
~
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year? ~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
~~~~~~~~~~~~~~~
~~~~~~
Enter:
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year ������
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
~~~~~~~~~~~~~~~~~~~~~
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
Enter the amount of reserves on hand
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
~~~~~~~~~~~~~~~~
����������
5Part V Statements Regarding Other IRS Filings and Tax Compliance
990
J
AARP 95-1985500
X
17490
X
2250X
XX
XSee Schedule O
XX
X
X
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 5
632006 11-11-16
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" responseto line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
If "Yes," provide the names and addresses in Schedule O(This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describein Schedule O how this was done
(explain in Schedule O)
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.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2016)
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part VI ���������������������������
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included in line 1a, above, who are independent
~~~~~~
~~~~~~
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
~~~~~
~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The governing body?
Each committee with authority to act on behalf of the governing body?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
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? �����������������
Did the organization have local chapters, branches, or affiliates?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~
~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
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?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ������������������������������������
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own website Another's website Upon request Other
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.
State the name, address, and telephone number of the person who possesses the organization's books and records: |
6Part VI Governance, Management, and Disclosure
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
J
AARP 95-1985500
X
18
18
X
XXXX
X
X
XX
X
X
XX
XX
XXX
XX
X
AZ,CA
X X
Scott M. Frisch - 202-434-7578601 E Street, NW, Washington, DC 20049
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 6
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
empl
oyee
Form
er
(do not check more than onebox, unless person is both anofficer and a director/trustee)
632007 11-11-16
current
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
(A) (B) (C) (D) (E) (F)
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part VII ���������������������������
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.
¥ List all of the organization's 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.
¥ List all of the organization's key employees, if any. See instructions for definition of "key employee."¥ List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee) who received report-
able 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.
¥ List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations.
¥ List all of the organization's 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.
PositionName and Title Average hours per
week (list any
hours forrelated
organizationsbelowline)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Form (2016)
7Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
AARP 95-1985500
X
(1) Eric J. Schneidewind 25.00President -as of 6/3/16 0.00 X 3,474. 0. 0.(2) Joan R. Ruff 25.00Board Chair -as of 6/3/16 0.00 X 6,327. 0. 0.(3) Libby Sartain 15.00Vice Chair -as of 6/3/16 0.00 X 2,497. 0. 0.(4) Jewell D. Hoover 15.00Sec/Treasurer - as of 6/3/16 0.00 X 0. 0. 0.(5) Catherine Alicia Georges 18.00President-Elect - as of 6/3/16 6.00 X 407. 0. 0.(6) Gretchen Dahlen 10.00Director 0.00 X 9,734. 0. 0.(7) Ronald E. Daly, Sr. 10.00Director 6.00 X 3,591. 0. 0.(8) Timothy M. Kelly 10.00Director 6.00 X 2,221. 0. 0.(9) Edward A. Watson 10.00Director 0.00 X 14,459. 0. 0.(10) Beth Ellard 10.00Director 0.00 X 0. 0. 0.(11) Annette Franqui 10.00Director 0.00 X 311. 0. 0.(12) Lloyd Johnson 10.00Director 6.40 X 0. 0. 0.(13) Neal Lane 10.00Director - as of 6/3/16 6.00 X 3,916. 0. 0.(14) Janet E. Porter 10.00Director - as of 6/3/16 0.00 X 183. 0. 0.(15) Robert Blancato 10.00Director - as of 6/3/16 0.00 X 0. 0. 0.(16) Joseph F. Coughlin 10.00Director - as of 6/3/16 0.00 X 0. 0. 0.(17) Martha Dally Hayes 10.00Director - as of 6/3/16 0.00 X 1,011. 0. 0.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 7
Form
er
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Hig
hest
com
pens
ated
empl
oyee
Key
empl
oyee
(do not check more than onebox, unless person is both anofficer and a director/trustee)
632008 11-11-16
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(B) (C)(A) (D) (E) (F)
1b
c
d
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
(A) (B) (C)
2
(continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
Page Form 990 (2016)
PositionAverage hours per
week(list any
hours forrelated
organizationsbelowline)
Name and title Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
~~~~~~~~~~ |
������������������������ |
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization |
Did the organization list any officer, director, or trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization? ������������������������
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.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization |
Form (2016)
8Part VII
990
AARP 95-1985500
(18) David M. Walker 10.00Director - as of 6/3/16 0.00 X 0. 0. 0.(19) Jeannine English 25.00President -until 6/3/16 0.00 X 35,640. 0. 0.(20) Carol Raphael 25.00Board Chair -until 6/3/16 0.00 X 5,816. 0. 0.(21) Doris Koo 10.00Member -until 6/3/16 0.00 X 0. 0. 0.(22) Barbara O'Connor 10.00Member -until 6/3/16 6.00 X 10,842. 0. 0.(23) John Penn 10.00Member -until 6/3/16 0.00 X 5,345. 0. 0.(24) Diane Pratt 10.00Member -until 6/3/16 6.40 X 406. 0. 0.(25) Fernando Torres-Gil 10.00Member -until 6/3/16 0.00 X 0. 0. 0.(26) Jo Ann Jenkins 40.00Chief Executive Officer 0.00 X 1,006,267. 0. 130,413.
1,112,447. 0. 130,413.6,759,190. 0. 932,869.7,871,637. 0. 1063282.
984
X
X
X
Mediacom Worldwide, Inc.498 7th Avenue, New York, NY 10018 Media Agency 97,288,669.RR Donnelley111 South Wacker Drive, Chicago, IL 60606 Printing Services 58,257,828.GMMB, Inc., 3050 K Street., NW, Ste. 100,Washington, DC 20007 Advertising Firm 36,321,292.Google, Inc., 1600 Amphitheatre Parkway,Mountain View, CA 94043 Technology Company 21,584,230.LSC Communications, Inc.191 North Wacker Drive, Chicago, IL 60606
Digital PrintServices 19,570,344.
575See Part VII, Section A Continuation sheets
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 8
Indi
vidu
al tr
uste
e or
dire
ctor
Inst
itutio
nal t
rust
ee
Offi
cer
Key
empl
oyee
Hig
hest
com
pens
ated
em
ploy
ee
Form
er
63220104-01-16
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(A) (B) (C) (D) (E) (F)
(continued)Form 990
Name and title Average hours per
week(list any
hours forrelated
organizationsbelowline)
Position (check all that apply)
Reportablecompensation
from the
organization(W-2/1099-MISC)
Reportablecompensationfrom related
organizations(W-2/1099-MISC)
Estimatedamount of
othercompensation
from theorganizationand related
organizations
Total to Part VII, Section A, line 1c �������������������������
Part VII
AARP 95-1985500
(27) Scott Frisch 40.00EVP & COO 0.00 X 557,222. 0. 70,953.(28) Nancy A. LeaMond 40.00EVP State and National 0.00 X 628,990. 0. 53,436.(29) Martha Boudreau 40.00EVP & Chief Comm & Mktg 0.00 X 539,633. 0. 73,289.(30) Kevin Donnellan 40.00EVP & Chief of Staff 0.00 X 449,688. 0. 64,034.(31) Terry Bradwell 40.00EVP & Chief Information Officer 1.00 X 445,642. 0. 60,228.(32) Cynthia Lewin 40.00EVP & General Counsel 0.00 X 444,966. 0. 72,787.(33) Nancy Smith 40.00EVP & Corporate Secretary 0.00 X 421,714. 0. 54,301.(34) Myrna Blyth 40.00SVP & Editorial Director 0.00 X 418,313. 0. 54,319.(35) Debra Whitman 40.00EVP Policy & International 0.00 X 411,504. 0. 70,941.(36) Emilio Pardo 40.00President LRI - until 5/7/16 0.00 X 295,592. 0. 49,098.(37) Katharyn Marks 40.00AARP VP until 08/01/16 0.00 X 516,115. 0. 44,462.(38) Judy Diaz 40.00LRI employee until 11/30/16 0.00 X 455,552. 0. 58,364.(39) Kristin Dillon 40.00SVP States & Comm Engagement 1.00 X 400,494. 0. 66,809.(40) Wade Osborne 40.00LRI employee until 11/30/16 0.00 X 388,417. 0. 68,978.(41) Cyrus Bamji 40.00LRI employee until 11/30/16 0.00 X 385,348. 0. 70,870.
6,759,190. 932,869.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 9
Noncash contributions included in lines 1a-1f: $
632009 11-11-16
Total revenue.
(A) (B) (C) (D)
1 a
b
c
d
e
f
g
h
1
1
1
1
1
1
a
b
c
d
e
f
Co
ntr
ibu
tio
ns
, G
ifts
, G
ran
tsa
nd
Oth
er
Sim
ila
r A
mo
un
ts
Total.
Business Code
a
b
c
d
e
f
g
2
Pro
gra
m S
erv
ice
Re
ven
ue
Total.
3
4
5
6 a
b
c
d
a
b
c
d
7
a
b
c
8
a
b
9 a
b
c
a
b
10 a
b
c
a
b
Business Code
11 a
b
c
d
e Total.
Oth
er
Re
ven
ue
12
Revenue excludedfrom tax under
sections512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
See instructions.
Form (2016)
Page Form 990 (2016)
Check if Schedule O contains a response or note to any line in this Part VIII �������������������������
Total revenue Related orexempt function
revenue
Unrelatedbusinessrevenue
Federated campaigns
Membership dues
~~~~~~
~~~~~~~~
Fundraising events
Related organizations
~~~~~~~~
~~~~~~
Government grants (contributions)
~~
Add lines 1a-1f ����������������� |
All other program service revenue ~~~~~
Add lines 2a-2f ����������������� |
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
~~~~~~~~~~~~~~~~~ |
|
Royalties ����������������������� |
(i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
~~~~~~~
~~~
~~
�������������� |
Gross amount from sales of
assets other than inventory
(i) Securities (ii) Other
Less: cost or other basis
and sales expenses
Gain or (loss)
~~~
~~~~~~~
Net gain or (loss) ������������������� |
Gross income from fundraising events (not
including $ of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~~
Less: direct expenses~~~~~~~~~~
Net income or (loss) from fundraising events ����� |
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
~~~~~~~~~
������ |
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
~~~~~~~~
������ |
Miscellaneous Revenue
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d ~~~~~~~~~~~~~~~ |
|�������������
9Part VIII Statement of Revenue
990
AARP 95-1985500
299,476,065.
4,297,664.20,000.
22,584,758.
326,378,487.
Publication Advertising Revenue 541800 142,014,848. 142,014,848.Digital Revenue 900099 32,277,520. 4,445. 32,273,075.Driver's Safety Program 900099 8,548,012. 8,528,337. 19,675.Membership Kit Provider Fee 900099 5,267,818. 5,267,818.Broadcast Studio Revenue 900099 356,547. 356,547.
900099 11,721,111. 11,717,600. 3,511.200,185,856.
69,378,846. 2,541. 69,376,305.
880,148,099. 880,148,099.
2,698,998.2,698,998.
0.
2709802522. 40,000.
2617953051. 9,228,486.91,849,471. -9,188,486.
82,660,985. 40,000. 82,620,985.
Pship K-1 Income 900099 40,397,968. 1,024,532. 39,373,436.Miscellaneous Income 900099 2,867,343. 2,867,343.Captive Insurance Premiums 900099 2,201,376. 2,201,376.
45,466,687.1604218960. 20,250,382. 181,002,547. 1076587544.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 10
Check here if following SOP 98-2 (ASC 958-720)
632010 11-11-16
Total functional expenses.
Joint costs.
(A) (B) (C) (D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
(If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part IX ��������������������������
Total expenses Program serviceexpenses
Management andgeneral expenses
Fundraisingexpenses
~
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Investment management fees
Other.
~~~~~~~~
Advertising and promotion
Office expenses
Information technology
Royalties
~~~~~~~~~
~~~~~~~~~~~~~~~
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Occupancy ~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~
Depreciation, depletion, and amortization
Insurance
~~
~~~~~~~~~~~~~~~~~
All other expenses
|
Form (2016)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10Part IX Statement of Functional Expenses
990
AARP 95-1985500
X
149,215,959.149,215,959.
113,638. 113,638.
6,479,508. 2,595,112. 3,884,396.
208,649,276.149,904,148. 58,432,237. 312,891.
68,131,202. 29,462,546. 38,608,179. 60,477.47,204,552. 18,901,171. 28,265,550. 37,831.12,606,667. 8,867,885. 3,720,291. 18,491.
2,367,754. 2,367,754.918,267. 86,758. 831,509.
1,119,399. 23,400. 1,095,999.540,000. 540,000.541,572. 541,572.
7,649,123. 7,649,123.
222,306,738.202,706,372. 19,597,302. 3,064.307,498,729.303,606,046. 3,779,305. 113,378.
2,927,437. 1,432,371. 1,492,842. 2,224.82,593,889. 35,189,904. 46,864,263. 539,722.
22,738,182. 22,582,207. 155,975.12,965,537. 11,096,769. 1,867,363. 1,405.
10,681,385. 9,890,933. 790,452.9,202,327. 9,202,327.
52,808,883. 18,709,924. 34,098,959.3,517,832. 3,517,832.
Printing & Postage 253,917,072.249,413,549. 805,331. 3,698,192.Research, Surveys, & Te 16,247,023. 15,515,396. 731,627.Temporary Labor 15,486,386. 9,771,614. 5,714,772.Taxes & Licenses 14,255,088. 1,163,685. 13,091,403.
30,083,515. 86,916,299.-57,472,374. 639,590.1562766940. 1327705686.229,092,417. 5,968,837.
X 10,172,606. 6,685,691. 0. 3,486,915.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 11
632011 11-11-16
(A) (B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
As
se
ts
Total assets.
Lia
bil
itie
s
Total liabilities.
Organizations that follow SFAS 117 (ASC 958), check here and
complete lines 27 through 29, and lines 33 and 34.
27
28
29
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
31
32
33
34
Ne
t A
ss
ets
or
Fu
nd
Ba
lan
ce
s
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part X �����������������������������
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. Complete
Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 instr). Complete Part II of Sch L ~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
~~~
~~~~~~
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 34) ����������
Accounts payable and accrued expenses
Grants payable
Deferred revenue
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
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 ~~~~~~~~~~~~~~~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25 ������������������
|
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
|
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
~~~~~~~~~~~~~~~
~~~~~~~~
~~~~
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances ����������������
Form (2016)
11Balance SheetPart X
990
AARP 95-1985500
132,745,957. 18,328,432.9,890,942. 79,984,254.
79,818,735. 106,064,941.
46,107,513. 43,475,000.
576,338,852.313,262,021. 267,829,402. 263,076,831.
1801829146. 1845945281.3,000,000. 3,000,000.
810,086. 757,254.12,548,802. 11,316,529.2354580583. 2371948522.
122,067,690. 140,480,891.
257,859,494. 258,881,450.
174,222,039. 174,251,201.
653,494,629. 644,215,002.1207643852. 1217828544.
X
1146936731. 1154119978.
1146936731. 1154119978.2354580583. 2371948522.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 12
632012 11-11-16
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2016) Page
Check if Schedule O contains a response or note to any line in this Part XI ���������������������������
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (B))
~~~~~~~~~~~~~~~~~~~
�����������������������������������������������
Check if Schedule O contains a response or note to any line in this Part XII ���������������������������
Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~
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:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~
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:
Separate basis Consolidated basis Both consolidated and separate basis
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?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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 ����������������
Form (2016)
12Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
AARP 95-1985500
X
1,604,218,960.1,562,766,940.
41,452,020.1,146,936,731.-34,268,399.
-374.
1,154,119,978.
X
X
X
X
X
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 13
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
623451 10-18-16
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
(Form 990, 990-EZ,or 990-PF)
| Attach to Form 990, Form 990-EZ, or Form 990-PF.| Information about Schedule B (Form 990, 990-EZ, or 990-PF) and
its instructions is at .
Name of the organization Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
(1) (2)
General Rule
Caution:
must
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
exclusively
exclusively exclusively
nonexclusively
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from
any one contributor, during the year, total contributions of the greater of $5,000 or 2% of the amount on (i) Form 990, Part VIII, line 1h,
or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, total contributions of more than $1,000 for religious, charitable, scientific, literary, or educational purposes, or for
the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box
is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Don't complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~ | $
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 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 990-PF, Part I, line 2, to
certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
www.irs.gov/form990
Schedule B Schedule of Contributors
2016
AARP 95-1985500
X 4
X
623453 10-18-16
Name of organization Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate)
(See instructions)
(b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Page
(See instructions). Use duplicate copies of Part II if additional space is needed.
$
$
$
$
$
$
3
Part II Noncash Property
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 16
(Enter this info. once.)
For organizations
completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year.
623454 10-18-16
Name of organization Employer identification number
religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 forthe year from any one contributor. (a) (e) and
Schedule B (Form 990, 990-EZ, or 990-PF) (2016)
(a) No.fromPart 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.fromPart 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.fromPart 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.fromPart 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
Complete columns through the following line entry.
Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Page
| $
Use duplicate copies of Part III if additional space is needed.
Exclusively
4
Part III
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 17
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
632041 11-10-16
Information about Schedule C (Form 990 or 990-EZ) and its instructions is at
(Form 990 or 990-EZ)For Organizations Exempt From Income Tax Under section 501(c) and section 527
Open to PublicInspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ.
|
If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (ProxyTax) (see separate instructions), then
Employer identification number
1
2
3
1
2
3
4
Yes No
a
b
Yes No
1
2
3
4
5
Form 1120-POL Yes No
(a) (b) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2016
¥ Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
¥ Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
¥ Section 527 organizations: Complete Part I-A only.
¥ Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
¥ Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
¥ Section 501(c)(4), (5), or (6) organizations: Complete Part III.Name of organization
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
Political campaign activity expenditures
Volunteer hours for political campaign activities
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~[[[~
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~ $
~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~
Was a correction made?
If "Yes," describe in Part IV.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount directly expended by the filing organization for section 527 exempt function activities
Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt function activities
~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
Did the filing organization file for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ $
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization
made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). If additional space is needed, provide information in Part IV.
Name Address EIN Amount paid fromfiling organization's
funds. If none, enter -0-.
Amount of politicalcontributions received and
promptly and directlydelivered to a separatepolitical organization.
If none, enter -0-.
LHA
www.irs.gov/form990.
SCHEDULE C
Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-B Complete if the organization is exempt under section 501(c)(3).
Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).
Political Campaign and Lobbying Activities2016
J J
J
JJ
J
J
J
AARP 95-1985500
78,851.0.
78,851.
0.
78,851.X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 18
632042 11-10-16
If the amount on line 1e, column (a) or (b) is:
2
A
B
Limits on Lobbying Expenditures(The term "expenditures" means amounts paid or incurred.)
(a) (b)
1a
b
c
d
e
f
The lobbying nontaxable amount is:
g
h
i
j
Yes No
4-Year Averaging Period Under section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
(a) (b) (c) (d) (e)
2a
b
c
d
e
f
Schedule C (Form 990 or 990-EZ) 2016
Schedule C (Form 990 or 990-EZ) 2016 Page
Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
Check if the filing organization checked box A and "limited control" provisions apply.
Filingorganization's
totals
Affiliated grouptotals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
~~~~~~~~~~
~~~~~~~~~~~
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both columns.
~~~~~~~~~~~~~~~~~~~~
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000
20% of the amount on line 1e.
$100,000 plus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000.
$225,000 plus 5% of the excess over $1,500,000.
$1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f)
Subtract line 1g from line 1a. If zero or less, enter -0-
Subtract line 1f from line 1c. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
reporting section 4911 tax for this year? ��������������������������������������
Calendar year (or fiscal year beginning in)
2013 2014 2015 2016 Total
Lobbying nontaxable amount
Lobbying ceiling amount
(150% of line 2a, column(e))
Total lobbying expenditures
Grassroots nontaxable amount
Grassroots ceiling amount
(150% of line 2d, column (e))
Grassroots lobbying expenditures
Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election undersection 501(h)).
J
J
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 19
632043 11-10-16
3
(a) (b)
Yes No Amount
1
a
b
c
d
e
f
g
h
i
j
a
b
c
d
2
Yes No
1
2
3
1
2
3
1
2
3
4
5
(do not include amounts of political
expenses for which the section 527(f) tax was paid).
1
2a
2b
2c
3
4
5
a
b
c
Schedule C (Form 990 or 990-EZ) 2016
For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed descriptionof the lobbying activity.
Schedule C (Form 990 or 990-EZ) 2016 Page
During the year, did the filing organization attempt to influence foreign, national, state or
local legislation, including any attempt to influence public opinion on a legislative matter
or referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
~~~~~~
~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~
~~~~~~~~~~~~~~~~
~~~
������
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political campaign activity expenditures from the prior year?
~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Current year
Carryover from last year
Total
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political
expenditure next year?
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxable amount of lobbying and political expenditures (see instructions) ���������������������
Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see
instructions); and Part II-B, line 1. Also, complete this part for any additional information.
Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768(election under section 501(h)).
Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, isanswered "Yes."
Part IV Supplemental Information
AARP 95-1985500
XXX
Part I-A, Line 1:
AARP obtains responses from candidates running for political office at
the state and local levels on issues that impact voters 50+. AARP then
publishes (voter guides mailed to members or distributed at AARP events
or on AARP.org) the responses provided by the candidate's campaign
alongside AARP's position on the issues. In 2016 AARP created
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 20
632044 11-10-16
4
Schedule C (Form 990 or 990-EZ) 2016
(continued)Schedule C (Form 990 or 990-EZ) 2016 Page
Part IV Supplemental Information
AARP 95-1985500
non-partisan voter guides for 15 state elections. AARP is non-partisan
and does not contribute any monies directly to candidates or political
parties.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 21
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Department of the TreasuryInternal Revenue Service
632051 08-29-16
Held at the End of the Tax Year
(Form 990) | 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.
| Attach to Form 990.| Information about Schedule D (Form 990) and its instructions is at
Open to PublicInspection
Name of the organization Employer identification number
(a) (b)
1
2
3
4
5
6
Yes No
Yes No
1
2
3
4
5
6
7
8
9
a
b
c
d
2a
2b
2c
2d
Yes No
Yes No
1
2
a
b
(i)
(ii)
a
b
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2016
Complete if the
organization answered "Yes" on Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
~~~~~~~~~~~~~~~
~~~~
~~~~~~
~~~~~~~~~~~~~
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?~~~~~~~~~~~~~~~~~~
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? ��������������������������������������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
Preservation of open space
Preservation of a historically important land area
Preservation of a certified historic structure
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.
Total number of conservation easements
Total acreage restricted by conservation easements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements on a certified historic structure included in (a)
Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure
listed in the National Register
~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year |
Number of states where property subject to conservation easement is located |
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
|
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
| $
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)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
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.
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:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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:
Revenue included on Form 990, Part VIII, line 1
Assets included in Form 990, Part X
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $
$����������������������������������� |
LHA
www.irs.gov/form990.
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part II Conservation Easements.
Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
SCHEDULE D Supplemental Financial Statements 2016
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 22
632052 08-29-16
3
4
5
a
b
c
d
e
Yes No
1
2
a
b
c
d
e
f
a
b
Yes No
1c
1d
1e
1f
Yes No
(a) (b) (c) (d) (e)
1
2
3
4
a
b
c
d
e
f
g
a
b
c
a
b
Yes No
(i)
(ii)
3a(i)
3a(ii)
3b
(a) (b) (c) (d)
1a
b
c
d
e
Total.
Schedule D (Form 990) 2016
(continued)
(Column (d) must equal Form 990, Part X, column (B), line 10c.)
Two years back Three years back Four years back
Schedule D (Form 990) 2016 Page
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):
Public exhibition
Scholarly research
Preservation for future generations
Loan or exchange programs
Other
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
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? ������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, orreported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIII and complete the following table:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amount
Beginning balance
Additions during the year
Distributions during the year
Ending balance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
~~~~~
�������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
Current year Prior year
Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~
Other expenditures for facilities
and programs
Administrative expenses
End of year balance
~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
Board designated or quasi-endowment
Permanent endowment
Temporarily restricted endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
| %
| %
| %
Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations
related organizations
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
~~~~~~~~~~~~~~~~~~~~
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property Cost or otherbasis (investment)
Cost or otherbasis (other)
Accumulateddepreciation
Book value
Land
Buildings
Leasehold improvements
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~
Equipment
Other
~~~~~~~~~~~~~~~~~
��������������������
Add lines 1a through 1e. |�������������
2Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Part IV Escrow and Custodial Arrangements.
Part V Endowment Funds.
Part VI Land, Buildings, and Equipment.
AARP 95-1985500
46,486,264. 46,486,264.182,780,050. 90,614,893. 92,165,157.44,538,993. 25,809,657. 18,729,336.
302,533,545.196,837,471.105,696,074.263,076,831.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 23
(including name of security)
632053 08-29-16
Total.
Total.
(a) (b) (c)
(1)
(2)
(3)
(a) (b) (c)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(a) (b)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total.
(a) (b) 1.
Total.
2.
Schedule D (Form 990) 2016
(Column (b) must equal Form 990, Part X, col. (B) line 15.)
(Column (b) must equal Form 990, Part X, col. (B) line 25.)
Description of security or category
(Col. (b) must equal Form 990, Part X, col. (B) line 12.) |
(Col. (b) must equal Form 990, Part X, col. (B) line 13.) |
Schedule D (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Book value Method of valuation: Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
~~~~~~~~~~~~~~~
~~~~~~~~~~~
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.Description of investment Book value Method of valuation: Cost or end-of-year market value
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
Description Book value
���������������������������� |
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Description of liability Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Federal income taxes
����� |
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
3Part VII Investments - Other Securities.
Part VIII Investments - Program Related.
Part IX Other Assets.
Part X Other Liabilities.
AARP 95-1985500
Post retirement benefits 114,831,042.Deferred membership dues 289,224,952.IBNR reserve 4,839,565.Pension liability 235,319,443.
644,215,002.
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 24
632054 08-29-16
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d 2e
32e 1
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
1
2
3
4
5
1
a
b
c
d
e
2a
2b
2c
2d
2a 2d
2e 1
2e
3
a
b
c
4a
4b
4a 4b
3 4c.
4c
5
Schedule D (Form 990) 2016
(This must equal Form 990, Part I, line 12.)
(This must equal Form 990, Part I, line 18.)
Schedule D (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
~~~~~~~~~~~~~~~~~~~
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subtract line from line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total revenue. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�����������������
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
~~~~~~~~~~~~~~~~~~~~~~~~~~
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines through
Subtract line from line
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines and
Total expenses. Add lines and
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
����������������
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, 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.
4Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Part XIII Supplemental Information.
AARP 95-1985500
Part X, Line 2:
AARP does not believe that there are any unrecognized tax
benefits/liabilities that should be recorded.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 25
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
632071 09-21-16
| Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16.
| Attach to Form 990.
| Information about Schedule F (Form 990) and its instructions is at Open to Public Inspection
Employer identification number
1
2
3
For grantmakers.
Yes No
For grantmakers.
(a) (b) (c) (d) (e) (f)
3 a
b
c Totals
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2016
Name of the organization
Complete if the organization answered "Yes" on
Form 990, Part IV, line 14b.
Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~
Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
Region Number ofoffices
in the region
Number ofemployees,agents, andindependentcontractorsin the region
Activities conducted in the region(by type) (such as, fundraising, pro-
gram services, investments, grants torecipients located in the region)
If activity listed in (d)is a program service,
describe specific typeof service(s) in the region
Totalexpenditures
for andinvestmentsin the region
Sub-total ~~~~~~
Total from continuation
sheets to Part I ~~~
(add lines 3a
and 3b) ������
LHA
www.irs.gov/form990.
(Form 990)
Part I General Information on Activities Outside the United States.
SCHEDULE F Statement of Activities Outside the United States 2016
AARP 95-1985500
X
East Asia and the Sponsorship of Aging Program services -Pacific 0 0 Innovation Week sponsorship of event 15,000.
Europe (Including Sponsorship of the 2016 Program services -Iceland & Greenland) 0 0 OECD Forum in Paris sponsorship of event 78,638.
Program services -South America 0 0 General support general support donation 20,000.
0 0 113,638.
0 0 0.
0 0 113,638.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 26
632072 09-21-16
2
Part II Grants and Other Assistance to Organizations or Entities Outside the United States.
(a) (b)
(c) (d) (e) (f) (g) (h) (i) 1
2
3
Schedule F (Form 990) 2016
IRS code section
and EIN (if applicable)
Schedule F (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any
recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Name of organization RegionPurpose of
grant
Amount
of cash grant
Manner of
cash disbursement
Amount ofnoncash
assistance
Descriptionof noncashassistance
Method ofvaluation (book, FMV,
appraisal, other)
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ~~~~~~~~~~~~~~~~~~~~~~~ |
Enter total number of other organizations or entities ��������������������������������������������� |
AARP 95-1985500
Europe (Including Sponsorship of theIceland & 2016 OECD Forum inGreenland) Paris 78,638. 0.South America -Argentina,Bolivia, Brazil, General supportChile, Columbia, donation 20,000. 0.East Asia and thePacific -Australia, Sponsorship of AgingBrunei, Burma, Innovation Week 15,000. 0.
3
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
27
632073 09-21-16
3
Part III Grants and Other Assistance to Individuals Outside the United States.
(c) (d) (e) (f) (g) (h) (a) (b)
Schedule F (Form 990) 2016
Schedule F (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
Number ofrecipients
Amount ofcash grant
Manner ofcash disbursement
Amount ofnoncash
assistance
Description ofnoncash assistance
Method ofvaluation
(book, FMV,appraisal, other)
Type of grant or assistance Region
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
28
632074 09-21-16
4
1
2
3
4
5
6
Schedule F (Form 990) 2016
If "Yes," theorganization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926)
If "Yes," the organizationmay be required to separately file Form 3520, Annual Return To Report Transactions With ForeignTrusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of ForeignTrust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)
If "Yes,"the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect ToCertain Foreign Corporations (see Instructions for Form 5471)
If "Yes," the organization may be required to file Form 8621,Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund(see Instructions for Form 8621)
If "Yes,"the organization may be required to file Form 8865, Return of U.S. Persons With Respect to CertainForeign Partnerships (see Instructions for Form 8865)
If"Yes," the organization may be required to separately file Form 5713, International Boycott Report (seeInstructions for Form 5713; do not file with Form 990)
Schedule F (Form 990) 2016 Page
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an interest in a foreign trust during the tax year?
~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign corporation during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have an ownership interest in a foreign partnership during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Did the organization have any operations in or related to any boycotting countries during the tax year?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No
Part IV Foreign Forms
AARP 95-1985500
X
X
X
X
X
X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 29
632075 09-21-16
5
Schedule F (Form 990) 2016
Schedule F (Form 990) 2016 Page
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of
investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c)
(estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
Part V Supplemental Information
AARP 95-1985500
Part I, Line 2:
AARP's Office of the Chief of Staff reviews and approves all requests for
contributions, taking into consideration the mission of the donee
organization and how the contribution will support AARP's goals and
advance our mission.
Schedule F, Part IV, Questions 1 and 3 - 5
Question 1: AARP invests in several alternative investment funds, some
of which are, or may invest (directly or indirectly) in, foreign
corporations. AARP will file other IRS forms in connection with such
investments as necessary.
Question 3: AARP invests in several alternative investment funds, some
of which are, or may invest (directly or indirectly) in, foreign
corporations. AARP will file other IRS forms in connection with such
investments as necessary.
Question 4: AARP invests in several alternative investment funds, some
of which are, or may invest (directly or indirectly) in, passive
foreign investment companies. AARP will file other IRS forms in
connection with such investments as necessary.
Question 5: AARP invests in several alternative investment funds, some
of which are, or may invest (directly or indirectly) in, foreign
partnerships. AARP will file other IRS forms in connection with such
investments as necessary.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 30
OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Didfundraiser
have custodyor control of
contributions?
632081 09-12-16
Information about Schedule G (Form 990 or 990-EZ) and its instructions is at
(Form 990 or 990-EZ)Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.| Attach to Form 990 or Form 990-EZ. Open to Public
Inspection| Employer identification number
1
a
b
c
d
a
b
e
f
g
2
Yes No
(i) (ii)
(iii) (iv)
(v)
(i)
(vi)
Yes No
Total
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2016
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are notrequired to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
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?
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
Name and address of individualor entity (fundraiser)
ActivityGross receipts
from activity
Amount paidto (or retained by)
fundraiserlisted in col.
Amount paidto (or retained by)
organization
�������������������������������������� |
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registrationor licensing.
LHA
www.irs.gov/form990.
SCHEDULE GSupplemental Information Regarding Fundraising or Gaming Activities
Fundraising Activities. Part I
2016
AARP 95-1985500
X XX XX
X
Chapman Cubine & Hussey - Direct mail and1600 Wilson Blvd., Ste 300, communications X 0. 575,001. -575,001.M&R Strategic Services - 2120 Creative on-line marketingL Street, NW, Washington, DC services X 0. 66,754. -66,754.
641,755. -641,755.
AK,AL,AR,CA,CO,CT,DC,FL,GA,IL,KS,KY,MA,MD,ME,MI,MN,MO,MS,NC,ND,NH,NJ,NM,NYOH,OK,OR,PA,RI,SC,TN,UT,VA,WA,WI,WV
See Part IV for continuations
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 31
632082 09-12-16
2
(d)
(a)
(c)
(a) (b) (c)
1
2
3
4
5
6
7
8
9
10
11
(a) (b)
(c) (d)
(a) (c)
1
2
3
4
5
6
7
8
Yes Yes Yes
No No No
9
10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2016
Pull tabs/instantbingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2016 Page 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.
Total events
(add col. through
col. )
Re
ven
ue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Dir
ec
t E
xpe
nse
s
����
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d)
Net income summary. Subtract line 10 from line 3, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
������������������������ |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.
Re
ven
ue Bingo Other gaming
Total gaming (addcol. through col. )
Dir
ec
t E
xpe
nse
s
Gross revenue ��������������
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
����������
% % %
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d)
Net gaming income summary. Subtract line 7 from line 1, column (d)
~~~~~~~~~~~~~~~~~~~~~~~~ |
��������������������� |
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states?
If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year?
If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 32
632083 09-12-16
3
11
12
13
14
15
Yes No
Yes No
a
b
13a
13b
Yes Noa
b
c
16
17
a
b
Yes No
Supplemental Information.
Schedule G (Form 990 or 990-EZ) 2016
Schedule G (Form 990 or 990-EZ) 2016 Page
Does the organization conduct gaming activities with nonmembers?
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?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
%~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue?
If "Yes," enter the amount of gaming revenue received by the organization |
~~~~~~
$ and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the
organization's own exempt activities during the tax year | $
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
Part IV
AARP 95-1985500
Schedule G, Part I, Line 2b, List of Ten Highest Paid Fundraisers:
(i) Name of Fundraiser: Chapman Cubine & Hussey
(i) Address of Fundraiser: 1600 Wilson Blvd., Ste 300, Arlington, VA 22209
(i) Name of Fundraiser: M&R Strategic Services
(i) Address of Fundraiser: 2120 L Street, NW, Washington, DC 20037
Part I, Line 2b, Column (v):
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 33
63208404-01-16
4
Schedule G (Form 990 or 990-EZ)
(continued)Schedule G (Form 990 or 990-EZ) Page
Part IV Supplemental Information
AARP 95-1985500
All fundraisers listed above do not raise funds directly for AARP, but
provide counsel, services, and support to AARP's internal development
office.
Schedule G, Part I, Line 2b, column IV
Chapman Cubine Adams Hussey & Associates:
Professional fees $ 475,812
Advertising costs 95,750
Miscellaneous costs 3,439
Total payments reported
on Schedule G $575,001
M&R Strategic Services, Inc.:
Professional fees $ 65,760
Miscellaneous costs 994
Total payments reported
on Schedule G $ 66,754
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 34
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
632101 11-01-16
SCHEDULE I(Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
| Attach to Form 990.
| Information about Schedule I (Form 990) and its instructions is at
Open to PublicInspection
Employer identification number
General Information on Grants and AssistancePart I
1
2
Yes No
Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments.
(f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2016)
Name of the organization
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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
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.Method of
valuation (book,FMV, appraisal,
other)
Name and address of organizationor government
EIN IRC section(if applicable)
Amount ofcash grant
Amount ofnon-cash
assistance
Description ofnoncash assistance
Purpose of grantor assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
�������������������������������������������������� |
LHA
www.irs.gov/form990.
Grants and Other Assistance to Organizations,Governments, and Individuals in the United States 2016
AARP 95-1985500
X
AARP Foundation Endowment of $115,089,760601 E Street, NW and general support ofWashington, DC 20049 52-0794300 501(c)(3) 135757687. 0. $20,667,927
Legal Counsel for the Elderly601 E Street, NWWashington, DC 20049 52-1194741 501(c)(3) 2,461,896. 0. General support
Affinity Community Services1424-28 E. 53rd Street, #306 Donation for caregivingChicago, IL 60615 36-4157571 501(c)(3) 7,500. 0. event
Aging 2.0 LLC44 Tehama Street Sponsorship of Aging 2.0San Francisco, CA 94105 46-3815604 35,000. 0. Optimize Event
Alaska Federation of Natives1577 C Street, No. 300 Sponsorship of the 50thAnchorage, AK 99501 92-0034863 501(c)(4) 10,000. 0. Annual AFN Convention
Alaska State Association for Sponsorship for the 2016Guardianship & Advocacy - PO Box Guardianship Video220429 - Anchorage, AK 99522 92-0144477 Government 14,000. 0. Project Alaska
221.57.
See Part IV for Column (h) descriptions
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
35
63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Alliance for Strong Families and Sponsorship of the 2016Communities - 11700 West Lake Park Alliance NationalDrive - Milwaukee, WI 53224 39-1709925 501(c)(3) 10,000. 0. Conference
Alpha Kappa Alpha Sorority, Inc. Sponsorship of 67thPO Box 5815 Annual Boule Alpha KappaSpringfield, IL 62705 36-3201899 501(c)(7) 25,000. 0. Sorority
Alvin Ailey Dance Foundation, Inc. Contribution to the 2016405 W 55th Street Alvin Ailey Dance TheaterNew York, NY 10019 13-2584273 501(c)(3) 10,000. 0. Opening Night GalaAlzheimers Disease & Related Support for the caregiverDisorders Association - 7900 West module in the 201678th St., Suite 100 - Minneapolis, Behavioral Risk FactorMN 55439 41-1361624 501(c)(3) 6,000. 0. Surveillance SystemBoard of Incorporators of the Sponsorship of 50thAfrican Methodist Episcopal Church Quadrennial Session of- 102 Penn Street, SE - AMEC Conference and otherBlacksburg, VA 24060 53-0204696 Church 61,000. 0. events
American Cancer Society, Inc.250 Williams Street Sponsorship of the ACSAtlanta, GA 30303 13-1788491 501(c)(3) 100,000. 0. Caregiver Resource Guide
American Legion Post 2PO Box 52668 Donation for the MountainKnoxille, TN 37950 62-0113955 501(c)(8) 6,000. 0. Man Memorial March
American Public Health Association800 I Sreet, NW Sponsorship of theWashington, DC 20001 13-1628688 501(c)(3) 10,000. 0. Wellness Center
Sponsorship of the 2016American Red Cross Salute to Service Event431 18th Street, NW and donations to southernWashington, DC 20006 53-0196605 501(c)(3) 20,000. 0. storm victims
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Sponsorship for the QuestAmerican Society on Aging, Inc. 2016 Examiner Recognition575 Market St., Ste. 2100 Ceremony and 28th AnnualSan Francisco, CA 94105 94-2292868 501(c)(3) 65,000. 0. Quest for Excellence
Payment to be distributedAmerica's Charities to numerous charities14150 Newbrook Drive, Ste. 110 through AARP's matchingChantilly, VA 20151 54-1517707 501(c)(3) 618,845. 0. gift program
Americans Health Insurance Plans Support for the601 Pennsylvania Ave, NW, Frnt 5 Sustainable Rx DrugWashington, DC 20004 36-2087641 501(c)(6) 40,000. 0. Pricing Campaign
Ample Table for Everyone, Inc.174 East 74th StreetNew York, NY 10021 80-0852373 501(c)(3) 7,500. 0. General support
Asian American Federation General support donation120 Wall Street, 9th Floor and Asian Small BusinessNew York, NY 10005 13-3572287 501(c)(3) 17,000. 0. Conference sponsorship
Sponsorship of the 2016Asian and Pacific Islander Reasearch 50+ Survey,American Vote - 831 N. Greenbrier Presidential Town HallStreet - Arlington, VA 22205 03-0575412 501(c)(3) 105,000. 0. event, APIA Vote Dinner,
Asian American JournalistsAssociation - 53rd St., Ste. 1108 Sponsorship for the 2016- San Francisco, CA 94103 95-3755203 501(c)(3) 20,000. 0. AAJA National Convention
Asian Art Museum Foundation of San Sponsorship ofFrancisco - 200 Larkin St. - San Filipino-American MonthFrancisco, CA 94102 94-1704765 501(c)(3) 7,500. 0. events
Asian Counseling and ReferralService - 3639 Martin Luther KingJr. Way S - Seattle, WA 98144 91-0916176 501(c)(3) 15,000. 0. General support
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Asian Pacific Policy & PlanningCouncil - 905 E 8th Street - LosAngeles, CA 90021 71-0879827 501(c)(3) 15,000. 0. General support
Sponsorship of the AspenAspen Institute Institute Financial1 Dupont Circle, NW, Suite 700 Security Program'sWashington, DC 20036 84-0399006 501(c)(3) 100,000. 0. Leadership Forum onAssociation of University ofPuerto Rico Alumni & Friends Sponsorship of the DCAbroad - PO Box 2600 - Merrifield, Hispanic Charity GolfVA 22116 55-0845982 501(c)(3) 15,000. 0. ClassicAssociation for Gerontology in Sponsorship of the IAGGHigher Education - 1220 L Street, World Congress andNW, Ste. 901 - Washington, DC donation to support20005 52-1256181 501(c)(3) 25,000. 0. Journalists in Aging
Assocation of American Indian Sponsorship of the 2016Physicians - 1225 Sovereign Row, Annual Meeting & HealthSte. 103 - Oklahoma City, OK 73108 23-7296826 501(c)(3) 10,000. 0. Conference
Association of Young Americans LLC11480 Commerce Park Drive, Ste. 600 Sponsorship of AYA'sReston, VA 20191 47-5190311 501(c)(3) 25,000. 0. Everyday Politics Program
Autism Delaware Sponsorship of the 15th924 Old Harmony Rd, Suite 201 Annual Drive for AutismNewark, DE 19713 20-2110190 501(c)(3) 7,500. 0. event
Sponsor of the NationalAxela Government Relations LLC Center for Complex Care1455 Pennsylvania Ave., NW, Ste. 40 and establishment of theWashington, DC 20004 05-0622326 56,250. 0. "AARP Scholar in
Balm in Gilead, Inc. Sponsorship of the620 Moorefield Park Drive, Ste. 150 Healthy Churches 2020N. Chesterfield, VA 23236 13-3696064 501(c)(3) 20,000. 0. Conference
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Bay Area Community Resources171 Carlos Drive Sponsorship of the CANALSan Rafael, CA 94903 94-2346815 501(c)(3) 6,000. 0. event
Berklee College of Music, Inc.1140 Boylston St., MS-899 Sponsorship of theBoston, MA 02215 04-2300472 501(c)(3) 10,000. 0. Beantown Jazz Festival
Bicycle Alliance of Minnesota Sponsorship of the St.214 Park Avenue Paul Classic Bike TourMahtomedi, MN 55115 41-1719332 501(c)(3) 14,000. 0. and other events
Bike Pittsburgh, Inc.188 43rd Street, #1 Sponsorship of the OpenPittsburgh, PA 15201 36-4491002 501(c)(3) 10,000. 0. Streets event
Black Women's Agenda, Inc.5335 Wisconsin Ave, NW Sponsorship for RegionalWashington, DC 20015 52-1139558 501(c)(3) 110,000. 0. WorkshopsBoard of Trustees of the LelandStanford University DevelopmentServices 326 Galvez Street - Membership support forStanford, CA 94 94-1156365 501(c)(3) 50,000. 0. the Center of Longevity
Bronzville NeighborhoodCollaborative - Bronzville Sponsorship ofNeighborhood - Chicago, IL 60653 90-1008894 8,200. 0. neighborhood events
C Luxe Axiom LLc1453 N. 4th Street Sponsorship of thePhiladelphia, PA 19122 46-1968084 6,000. 0. Hispanic Choice Awards
Donation to SouthernCalifornia Computer Research, Inc. California Voluntary28200 Highway 189, #F290 Organizations Active inLake Arrowhead, CA 92352 33-0277048 20,000. 0. Disaster
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Casa 0101, Inc. Sponsorship for the Rock2102 E. 1st Street 'n' Roll Tribute to EastLos Angeles, CA 90033 53-0200565 501(c)(3) 15,000. 0. Los Angeles
Catalyst Group Design120 Wall Street, 15th Floor Sponsorship of theNew York, NY 10005 87-0787898 501(c)(3) 5,100. 0. Catalyst Awards Dinner
Center for Asian American Media145 Ninth Street, Ste. 350 Sponsorship of 2016San Francisco, CA 94103 94-2801493 501(c)(3) 15,000. 0. CAAMFestCenter for Excellence in AssistedLiving - 5225 Wisconsin Avenue,NW, Suite 502 - Washington, DC20005 43-2080306 501(c)(3) 10,000. 0. General support
Sponsorship of ReelingChicago Filmmakers 2016 - The 34th Chicago5243 N. Clark Street LGBTQ International FilmChicago, IL 60640 36-2885210 501(c)(3) 7,500. 0. Festival
Chicago International Film Sponsorship of the 52ndFestival Inc. - 30 E. Adams Street Chicago International- Chicago, IL 60603 36-2545170 501(c)(3) 35,000. 0. Film Festival
Childrens Defense Fund25 E Street, NW Sponsorship of the 2016Washington, DC 20001 52-0895622 501(c)(3) 10,000. 0. Beat the Odds Celebration
Chinese Overseas Marketing ServiceCorps - 3940 Rosemead Blvd. - Sponsorship of the 2016Rosemead, CA 91770 95-3787039 8,500. 0. Asian American Expo
Christian Methodist EpiscopalChurch - 1101 Davis Street, Unit Sponsorship of the 5th5224 - Evanston, IL 60204 95-4019870 Church 15,000. 0. Annual CME Unity Summit
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Christina Cultural Arts Center705 N. Market StreetWilmington, DE 19801 51-0064300 501(c)(3) 8,000. 0. Sponsorship of event
Church of God in Christ, Inc.930 Mason Street Sponsorship of the 2016Memphis , TN 38126 23-7002419 Church 30,000. 0. Holy Convocation
Ciclavia, Inc. Sponsorship of the3780 Wilshire Blvd, Ste. 1020 Pedicab Pilot & Play ZoneLos Angeles, CA 90010 27-3428380 501(c)(3) 27,500. 0. Activation / Heart of LA
Cincinnati Shakespeare Company Sponsorship of the717 Race Street, #719 Mainstage Production ofCincinnati, OH 45202 31-1413229 501(c)(3) 9,406. 0. "As You Like It"
Cincinnati Symphony Orchestra1241 Elm Street Sponsorship of variousCincinnati, OH 45202 31-0537080 501(c)(3) 7,500. 0. performances
Sponsorship of theCitizens for Modern Transit Placemaking and the Ten911 Washington, Ste. 200 Toes Express Spring/FallSt. Louis, MO 63101 43-1412738 501(c)(3) 20,000. 0. Program
City Club Sponsorship of the 2016240 2nd Avenue S., Ste. 208 Gubernatoral Debates inSeattle, WA 98104 91-1148262 501(c)(3) 25,000. 0. Washington State
City of Atlanta180 Peachtree Street, NW Sponsorship of the 2016Atlanta, GA 30303 58-6000511 Government 10,000. 0. "Forever Young" Ball
City of Augusta16 Cony Street Age-Friendly CommunityAugusta, ME 04330 01-6000019 Government 8,000. 0. Grant Award
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
City of Bangor73 Harber Street Age-Friendly CommunityBangor , ME 04401 01-6000020 Government 8,000. 0. Grant Award
Clarksville Transit System430 Boillin Lane General support donationClarksville, TN 37040 62-1346109 501(c)(3) 15,000. 0. and event sponsorship
Club 20 Sponsorship of 2016 Club131 N 6th St., Ste. 305 20 Fall ConferenceGrand Jct, CO 81501 84-0577512 501(c)(6) 10,000. 0. Candidate Debates
Sponsor of "A Roadmap forCoalition to Transform Advanced Success: TransformingCare - 1299 Pennsylvania Ave., NW, Advanced Illness Care inSte. 1175 - Washington, DC 20004 45-2604332 501(c)(3) 25,000. 0. America" 2nd edition
Commission on Affairs of theElderly - 1 City Hall Avenue, Room Sponsorship of various271 - Boston, MA 02108 04-6001380 Government 5,500. 0. events
Sponsor of 2016Commission on Presidential Debates Presidential/Vice1200 New Hampshire Ave., NW, Ste. 4 Presidential DebateWashington, DC 20036 52-1500977 501(c)(3) 150,000. 0. Series
Community Cafe1611 Spandril Lane General support donationFort Mill, SC 29708 27-3858073 501(c)(3) 10,000. 0. and event sponsorship
Community Foundation of Tampa Sponsorship of the550 North Reo Street, Suite 301 Florida CaregiverTampa, FL 33609 59-3001853 501(c)(3) 10,000. 0. Conference
Community Hospice of NE FloridaInc. - 4266 Sunbeam Road - Sponsorship of theJacksonville, FL 32257 59-1940256 501(c)(3) 20,000. 0. Caregiver Expo
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Community Market of PottawatomieCounty - PO Box 1694 - Shawnee, OK74802 47-3737905 501(c)(3) 15,000. 0. General support
Sponsorship of the 46thCongressional Black Caucus Annual LegislativeFoundation - 1720 Massachusetts Conference and 2017 CBCFAvenue, NW - Washington, DC 20036 52-1160561 501(c)(3) 62,400. 0. Swearing-In Ceremony
Sponsorship of the CHCICongressional Hispanic Caucus 2016 Public PolicyInstitute - 1128 16th Street, NW - Conference, Swearing-inWashington, DC 20036 52-1114225 501(c)(3) 50,000. 0. Ceremony, and other
Congressional Hispanic Leadership Sponsorship of AnnualInstitute - 734 15th Street, NW, Gala & Leadership AwardsSuite 620 - Washington, DC 20005 20-0392012 501(c)(3) 15,000. 0. and various receptions
Congressional Hunger Center Sponsorship of CHC400 N. Capitol St., NW, Ste. G100 Congressional AwardsWashington, DC 20001 52-1842738 501(c)(3) 15,000. 0. Ceremony
Congressional ManagementFoundation - 710 E Street, SE - Sponsorship of New MemberWashington, DC 20003 52-1076614 501(c)(3) 10,000. 0. Training Program
Support of the DOLConsumer Federation of America fiduciary rule,1620 I Street, NW, Ste. 200 coordination of theWashington, DC 20006 52-0880625 501(c)(3) 40,000. 0. "SaveOurRetirement"
Council of State Governments2760 Research Park Dr., P.O. Box 11Lexington, KY 40578 36-6000818 501(c)(3) 25,000. 0. Sponsor of CSG Conference
Denver Center for the PerformingArts - 1101 13th Street - Denver, Sponsorship of variousCO 80204 84-0407760 501(c)(3) 10,000. 0. events
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Denver Film Society1510 York Street, 3rd FloorDenver, CO 80206 84-0771070 501(c)(3) 11,000. 0. Sponsorship of event
Design Concepts DMC LLC Sponsorship of the273 Closter Dock Rd, Ste #1 Digital Health SummerCloster, NJ 07624 26-1479773 7,500. 0. Summit
Donation to provideDollywood Foundation assistance to families111 Dollywood Lane who lost their homes inPigeon Forge, TN 37863 62-1348105 501(c)(3) 10,000. 0. the Tennessee wildfires
Donda's House, Inc.8037 S, Saint Lawrence Ave. Sponsorship of theChicago, IL 60619 45-5524316 501(c)(3) 50,000. 0. Donda's House Museum
Dosomething.org19 West 21st Street, 8th FloorNew York, NY 10010 13-3720473 501(c)(3) 100,000. 0. General support
Black Professional News Sponsorship of the BlackPO Box 44303 Professional NetworkPhiladelphia, PA 19144 27-5481308 7,000. 0. Awards
Ellington Fund2001 10th Street, NW Sponsorship of "EveningWashington, DC 20001 52-1152273 501(c)(3) 25,000. 0. at Duke's Place" Gala
Employee Benefit ResearchInstitute - 1100 13th Street, NW,Suite 878 - Washington, DC 20005 52-1134631 501(c)(6) 28,500. 0. General support
Executive Leadership Council1001 N Fairfax St., Suite 300 Sponsorship of the AnnualAlexandria, VA 22314 52-1631358 501(c)(3) 100,000. 0. Recognition Gala
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Festiv All Charleston WestVirginia, Inc. - PO Box 11287 - Sponsorship of Mayor'sCharleston, WV 25339 27-0112863 501(c)(3) 8,000. 0. Concert
Sponsorship of FloridaFlorida Council on Aging Counsel on Aging1018 Thomasville Road, Ste. 110 Innovations Summit andTallahassee, FL 32303 59-6194436 501(c)(3) 20,000. 0. the 2016 Florida
Sponsorship of theFlorida TaxWatch Research Florida Tax Watch CenterInstitute, Inc. - 106 N. Bronough for Florida CitizenshipStreet - Tallahassee, FL 32302 59-1918055 501(c)(3) 10,000. 0. class
Flourish Leadership LLC Sponsorship of the 20163634 W Market St., Ste. 104 Flourish Conference forAkron, OH 44333 47-1315051 35,000. 0. Women in LeadershipFoundation for the MalcolmBaldridge National Quality Award - Sponsorship of the1717 Pennsylvania Ave., NW, Ste. Examiner Recognition1025 - Washington, DC 20006 59-2891462 501(c)(3) 10,000. 0. Reception
Friends in ActionPO Box 1446 Age-Friendly CommunityEllsworth, ME 04605 71-0957829 501(c)(3) 7,126. 0. Grant Award
Gay & Lesbian Victory Institute Sponsorship of the 20161133 15th St., NW, Ste. 350 International LGBT LeaderWashington, DC 20005 52-1835268 501(c)(3) 25,000. 0. Conference
Support for the CenterGeorgetown Uiversity for Retirement37th and O Sts., NW Initiatives of GeorgetownWashington, DC 20007 53-0196603 501(c)(3) 15,000. 0. University
Girls Who Code, Inc.28 W 23rd Street, 7th FloorNew York, NY 10010 30-0728021 501(c)(3) 10,000. 0. General support
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Goodwill Industries of NorthernNew England - 75 Washington Avenue- Portland, ME 04101 01-0284340 501(c)(3) 6,200. 0. General support
Grand Boule of Sigma Pi Phi Sponsorship of GrandFraternity - 260 Peachtree Street, Boule of Sigma Pi PhiSte. 1604 - Atlanta, GA 30303 59-1314521 501(c)(10) 25,000. 0. Fraternity Convention
Grand Performances350 S Grand Ave., Ste. A-4 Sponsorship of 2016Los Angeles, CA 90071 95-4576761 501(c)(3) 15,000. 0. Season
Great Neck Arts Center Sponsorship of the 2016113 Middle Neck Road Gold Coast InternationalGreat Neck, NY 11021 11-3138443 501(c)(3) 7,500. 0. Film Festival
Greater Des Moines Habitat forHumanity - 2341 2nd Avenue - DesMoines, IA 50313 42-1275330 501(c)(3) 10,000. 0. General support
Sponsorship of the 2016Greater Fairfield County Ruby & EmeraldFoundation, Inc. - 65 High Ridge Celebration and 2016Rd., Ste. 147 - Stamford, CT 06905 27-3151846 501(c)(3) 10,000. 0. Crystal Ball
Greater Indianapolis MetropolitanCrimestoppers - 7549 W. Morris Sponsorship of "Shred-it"Street - Indianapolis, IN 46231 31-1125710 501(c)(3) 15,000. 0. Event
Health 2.0 LLC10 Parker Point Road Age-Friendly CommunityBlue Hill, ME 04614 81-2799943 501(c)(3) 20,000. 0. Grant AwardHealth Evolution Services LLCOne Letterman Drive, Building D,Ste. 3700 - San Francisco, DC Sponsorship of the 201694129 90-0869370 50,000. 0. Health Evolution Summit
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63224104-01-16
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Healthy Peninsula57 Water Street Age-Friendly CommunityBlue Hill, ME 04614 81-2799943 501(c)(3) 6,000. 0. Grant Award
Henry J Kaiser Family Foundation Support for the2400 Sand Hill Road Foundation's Program onMenlo Park, CA 94025 94-6064808 501(c)(3) 85,000. 0. Medicare Policy
Heritage of Pride, Inc.154 Christopher St. #1D Support for NYC PrideNew York, NY 10014 13-3299634 501(c)(3) 8,000. 0. 2016
Hispanic Federation55 Exchange Place, 5th Floor Sponshorship of HF 2016New York, NY 10005 13-3573852 501(c)(3) 5,150. 0. Gala
Hispanic Heritage Foundation Sponsorship of the 29th9675 Main St., Ste. D Annual Hispanic HeritageFairfax, VA 22031 52-1818255 501(c)(3) 35,000. 0. Awards
Sponsorship of AARP'sHistory Makers Atlanta Salute and1900 South Michigan Avenue Houston Salute toChicago, IL 60616 36-4328170 501(c)(3) 60,000. 0. HistoryMakers
Hodges University, Inc.2655 Northbrooke Drive Sponsorship of identifyNaples, FL 34119 59-6605703 501(c)(3) 6,000. 0. fraud events
Sponsorship of the 2016Hofstra University Presidential Debate and205 Hofstra University, HRC Room 11 Celebration of SuburbanHempstead, NY 11549 11-1630906 501(c)(3) 17,000. 0. Diversity Event
Hollyrod Foundation2934 1/2 North Beverly Glen Circle Sponsorship of DesignCareLos Angeles, CA 90077 95-4642588 501(c)(3) 50,000. 0. 2016
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Home Works of America, Inc.3823 W. Beltline Blvd.Columbia, SC 29204 56-2027026 501(c)(3) 12,000. 0. General support
Hong Kong Dragon Boat Festival inNY, Inc. - 141-07 20th Ave., Suite406 - Whitestone, NY 11357 13-3716785 501(c)(3) 6,500. 0. Sponsorship of 2016 event
Housing Authority of the City ofWestbrook - 30 Liza Harmon Drive - Age-Friendly CommunityWestbrook, ME 04092 01-0315027 Government 6,000. 0. Grant Award
Houston Civic Events, Inc. Sponsorship of the 2016901 Bagby St., 1st Flr Mezzanine "Freedom Over Texas" andHouston, TX 77002 47-3703677 27,500. 0. Veteran's Day Parade
Sponsorship of 2016Houston Hispanic Chamber of Elected Officials'sCommerce - 1801 Main St., Suite Reception and Annual890 - Houston, TX 77002 74-1935123 501(c)(6) 35,000. 0. Awards Gala
Human Rights Campaign, Inc. Sponsorship of the 20th1640 Rhode Island Ave., NW Annual HRC NationalWashington, DC 20036 52-1243457 501(c)(4) 30,000. 0. Dinner
Huntsman World Senior Games Sponsorship of the 20161070 West 1600 South A-103 Huntsman World SeniorSt. George, UT 84770 87-0447330 501(c)(3) 15,000. 0. Games
Huron Clinton Metropolitan Sponsorship of theAuthority - 5140 Main Park Drive - Michigan PhilharmonicUtica, MI 48316 38-6005602 Government 10,000. 0. Concert
Idaho State University Support of adult921 S 8th Ave., #8219 continuing educationPocatello, ID 83209 82-6000924 501(c)(3) 7,500. 0. classes
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Sponsorship of the HealthImara Communications Group, Inc. Empowerment Tour,PO Box 11321, Capital Station Leadership Summit, andColumbia, SC 29211 28,500. 0. scholarship program
Sponsorship of the 2016Impact Latino LLC Delaware Valley's Most544 Unruh Avenue Influential LatinosPhiladelphia, PA 19111 45-2560841 10,000. 0. Awards
Indiana Debate Commission, Inc.3309 N. Meridian StreetIndianapolis, IN 46208 26-2282892 501(c)(3) 10,000. 0. General support
Support for theIndiana State University "Evaluating The Job200 N. 7th Street Market forTerre Haute, IN 47809 35-6006170 501(c)(3) 25,000. 0. Gerontologists" project
Institute for InternationalResearch - 708 3rd Avenue - New Sponsorship of the 2016York, NY 10017 13-3179256 25,000. 0. Fall Finovate
Institute of Church Administration Sponsorship of the 2016& Management - 676 Beckwith St., Conference of NationalSW - Atlanta, GA 30314 20-0759212 501(c)(3) 10,000. 0. Black Churches
Jack & Jill of America Foundation,Inc. - 1930 17th St., NW - Sponsorship of the 42ndWashington, DC 20009 51-0224656 501(c)(3) 25,000. 0. National Convention
Japanese American Citizens League1765 Sutter St. Sponsorship of the 2016San Francisco, CA 94115 94-1245885 501(c)(3) 15,000. 0. JACL National Convention
John F Kennedy Center for thePerforming Arts - 2700 F Street,NW - Washington, DC 20566 53-0245017 501(c)(3) 450,000. 0. General support
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
JWD Enterprises, Inc.11 West Prospect Avenue Sponsorship of the 2016Mount Vernon, NY 10550 20-1216492 10,000. 0. Harlem Fine Arts Show
Kappa Alpha Psi Fraternity, Inc. Sponsorship of 20162322-24 N Broad Street Kappas on Kapitol HillPhiladelphia, PA 19132 23-1431779 501(c)(7) 10,000. 0. event
Keiro Services325 S Boyle AvenueLos Angeles, CA 90033 95-4022185 501(c)(3) 10,000. 0. General support
Kimochi, Inc.1715 Buchan St.San Francisco, CA 94115 23-7117402 501(c)(3) 5,500. 0. General support
Labor Council for Latin American Sponsorship of the 2016Advancement - 815 16th St., NW, LCLAA Membership4th Fl. - Washington, DC 20006 52-1002207 501(c)(3) 50,000. 0. Convention
Landmark Partners USA, Inc. Sponsorship of the 201610 Mill Pond Lane Social Innovation SummitSimsbury, CT 06070 47-4535636 25,000. 0. West
Las Vegas Convention & VisitorsAuthority - 3150 Paradise Road - Sponsorship of the 2016Las Vegas, NV 89109 88-0072258 Government 10,000. 0. Presidential Debate
Latin American Community Center Sponsorship of the LACC403 N. Van Buren St. Grand Balland LatinoWilmington, DE 19805 23-7047048 501(c)(3) 8,000. 0. Summit
Leadership Conference on Civil and Pledge for 2016 Hubert H.Human Rights - 1620 L St., NW, Humphrey Civil and HumanSte. 1100 - Washington, DC 22036 52-0789800 501(c)(4) 30,000. 0. Rights Award Dinner
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Leadership Florida201 E. Park Ave. Sponsorship of SenateTallahassee, FL 32301 59-3201445 501(c)(3) 25,000. 0. Debate
Sponsorship of the 40thLinks Foundation National Assembly, 70th1200 Massachusetts Avenue, NW Anniverdary TributeWashington, DC 20005 52-1170830 501(c)(3) 160,500. 0. Weekend, and other
Local Government Commission Sponsorship of the 2016980 9th Street, #1700 New Partners for SmartSacramento, CA 95814 94-2791699 501(c)(3) 20,000. 0. Growth Conference
2016 dues to partner withLong Term Quality Alliance other groups committed to1233 20th St., NW, Ste. 303 improving the quality &washington, DC 20036 46-3140288 501(c)(3) 10,000. 0. delivery of long-term
Los Angeles County BicycleCoalition - 634 South SpringStreet - Los Angeles, CA 90014 95-4845170 501(c)(3) 15,000. 0. General SupportLittle Toyko Service CenterCommunity Development Corporation- 231 E. Third Street, No G106 -Los Angeles, CA 90013 95-4444102 501(c)(3) 10,000. 0. General Support
Sponsorships of the 2016Lulac Institute National Convention &1133 19th St., NW, Ste. 1000 Expo and Townhall &Washington, DC 20036 52-2072106 501(c)(3) 40,000. 0. other meeting events
March of Dimes Foundation1275 Mamaroneck Ave Sponsorship of 2016White Plains, NY 10605 13-1846366 501(c)(3) 15,000. 0. Gourmet Gala
Massachusetts General Hospital125 Nashua Street, Suite 540 Sponsorship of "the oneBoston, MA 02114 04-1564655 501(c)(3) 25,000. 0. hundred 2016" event
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Massachusetts Institute ofTechnology - 77 MassachusettsAvenue, NE 49-3142 - Cambridge, MA02139 04-2103594 501(c)(3) 250,000. 0. Grant to support AgeLab
Masschallenge, Inc.21 Drydock Avenue, 6th Fl Sponsorship of the 2016Boston, MA 02210 27-0382989 501(c)(3) 20,833. 0. PULSE@MassChallege
Mayors Healthy City Initiative222 Saint Louis Street, Rm. 301 Sponsorship of theBaton Rouge, LA 70802 27-2515190 501(c)(3) 7,000. 0. Healthy BR Family Fit DayMassachusetts Association ofCouncil on Aging & Senior CenterDirectors Inc - 116 Pleasant Sponsorship of the AnnualStreet, No. 306 - East Hampton, MA 04-2793624 501(c)(3) 5,360. 0. Fall Conference
Meals on Wheels America1550 Crystal Drive, Ste. 1004 Sponsorship of the AnnualArlington, VA 22202 23-7447812 501(c)(3) 25,000. 0. Conference and Expo
Sponsorship of the 2016Medical Networking, Inc. Partners Connected Health10 Plaza Drive, Ste. 203 Symposium - The Fit MindScarborough, ME 04074 46-3541088 50,000. 0. Challenge
Medicare Rights Center, Inc. Contribution for the266 W 37th Street, 3rd Floor Strategic Alliance andMiami, FL 33128 13-3050357 501(c)(3) 43,600. 0. General support donation
Miami Foundation, Inc.40 NW 3rd Street, Suite 305 Sponsorship of the GayChicago, IL 60609 65-0350357 501(c)(3) 5,500. 0. Pride festival and parade
Midwest Asian Health Association230 W. Cermak Road, 2nd Floor Sponsorship of the MAHA'sSanta Monica, CA 90401 36-4526722 501(c)(3) 10,000. 0. 2016 Annual Gala
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Sponsorship of the GlobalMilken Institute Conference & Center for900 6th Avenue, SE the Future of AgingMinneapolis, MN 55414 95-4240775 501(c)(3) 225,000. 0. Membership
Minnpost.com Sponsorship of financial900 6th Avenue, SE security after retirementMinneapolis, MN 55414 26-0573427 501(c)(3) 10,000. 0. forum
Missouri Main Street Connection3044 Shepard of Hills Expwy Ste 214 Sponsorship of the 2016Branson, MO 65615 71-0988757 501(c)(3) 10,000. 0. conference
Monumental Scholars Fund, Inc. Sponsorship of the 20161115 30th St., NW Ryan Feinstein WilliamsWashington, DC 20007 47-3018272 501(c)(3) 10,000. 0. Dinner
Motown Historical Museum2648 West Grand BoulevardDetroit, MI 48208 38-2614561 501(c)(3) 200,000. 0. General support
Mountain Mission, Inc.1620 7th Avenue General support donationCharleston, WV 25312 81-1960230 501(c)(3) 26,500. 0. for disaster relief
Sponsorship of the 2016NALEO Educational Fund NALEO 11th Biennial1122 W Washington Blvd., 3rd Floor National Institute forLos Angeles, CA 90015 52-1212849 501(c)(3) 30,000. 0. Newly Elected OfficialsNational Association of StateUtility Consumer Advocates, Inc. -160 East 300 South - Salt Lake Sponsorship of variousCity, UT 84111 59-1986067 501(c)(4) 7,500. 0. meetings
Sponsorship of theNational Academy of Sciences National Academies of2101 Constitution Avenue, NW Sciences, Engineering,Washington, DC 20418 53-0196932 501(c)(3) 100,000. 0. and Medicine Forum on
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
National Academy of SocialInsurance - 1200 New HampshireAve, NW, No 830 - Washington, DC Sponsorship of the 201620036 52-1451753 501(c)(3) 10,000. 0. Robert M. Ball Award
Sponsorship of the 2016National Adult Protective Services World Elder AbuseAssociation - 920 S. Spring Street Awareness Day 2nd Global- Springfield, IL 62704 30-0044497 501(c)(3) 15,000. 0. SummitNational Association for theAdvancement of Colored People - Sponsorship of the 20164805 Mount Hope Drive - Baltimore, NAACP Convention andMD 21215 13-1084135 501(c)(3) 30,000. 0. Awards GalaNational Association of Black Sponsorship of the 40thOwned Broadcasters - 1201 Annual Fall BroadcastConnecticut Avenue - Washington, Management Conference andDC 20036 52-2212557 501(c)(3) 30,000. 0. The Power of Urban Radio
National Bar Association Sponsorship of NBA1225 Eleventh Street Conference and AwardsWashington, DC 20001 48-0793589 501(c)(6) 10,000. 0. Dinner
National Black Women's HealthProject - 1726 M Street, NW, No.3000 - Washington, DC 20036 58-1557556 501(c)(3) 14,500. 0. General support
General support donationNational Cares Mentoring Movement, and sponsorship of theInc. - 5 Penn Plaza - New York, NY "For the Love of Our10001 58-1557556 501(c)(3) 70,000. 0. Children: A National Call
Sponsorship of the NCCANational Center for Creative 2016 Leadership ExchangeAging, Inc. - 4225 Albemarle & Conference PolicyStreet, NW - Washington, DC 20016 32-0207585 501(c)(3) 15,000. 0. SummitNational Coalition on Black Civic Sponsorship of the 2016Participation - 1050 Connecticut Black Women's RoundtableAve., NW, 5th Fl - Washington, DC Strategic Initiative20036 87-0805049 501(c)(3) 110,000. 0. Empowerment Projects
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
National Coalition on Health Care1825 K Street, NW, No. 411 Strategic AllianceWashington, DC 20036 52-1253112 501(c)(3) 45,000. 0. Contribution
National College of Probate Judges Sponsorship of Annual300 Newport Avenue Banquet Dinner andWilliamsburg, VA 23185 52-1687849 501(c)(3) 15,000. 0. Reception
National Committee to Preserve Sponsorhip of "Take ASocial Security & Medicare - 10 G Stand" events and GeneralStreet, NW - Washington, DC 20002 52-1312579 501(c)(4) 150,000. 0. support donation donationNational Consumer Voice forQuality Long-term Care - 1001Connecticut Avenue, NW, No. 632 - Sponsorship of AnnualWashington, DC 20036 52-1122531 501(c)(3) 10,000. 0. Meeting
Sponsorship of AnnualNational Council of LA Raza/NCLR Conference and National1126 16th Street, NW Latino Family Expo, 2016Washington, DC 20036 86-0212873 501(c)(3) 105,000. 0. NCLR Capital Awards and
Sponsorship of theNational Federation of Filipino NAFFAA Summit andAmericans - 1322 18th Street, NW - Regional EmpowermentWashington, DC 20036 52-2063531 501(c)(3) 24,000. 0. Conference
Sponsorship of theNational Forum of Nursing National Forum of StateWorkforce Centers - 3520 Okemos Nursing WorkforceRoad - Okemos, MI 48864 46-1452701 501(c)(3) 10,000. 0. Centers' AnnualNational LGBTQ Task ForceFoundation - 1325 Massachusetts Sponsorship of the 2016Ave, NW, Ste. 600 - Washington, DC Creating Change20005 52-1624852 501(c)(3) 15,000. 0. Conference
National Hispanic Council on Aging Sponsorship of the 2016734 15th Street, NW, Ste. 1050 Caregiving AugmentationWashington, DC 20005 52-1306347 501(c)(3) 65,000. 0. and Regional Meeting
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
National Hispanic LeadershipAgenda, Inc. - 6800 Versar Center Sponsorship of the NHLA'sDrive, No. 450 - Springfield, VA 25th Anniversary22151 52-1729201 501(c)(3) 50,000. 0. CelebrationNational Indian Council on Aging,Inc. - 10501 Montgomery Blvd.,NE, Ste 210 - Albuguerque, NM Sponsorship of the 201687111 86-0321646 501(c)(3) 10,000. 0. NICOA Conference
National Institute on Retirement Sponsorship of theSecurity - 1612 K Street, NW, No. Educational Sustainer500 - Washington, DC 20006 20-8705822 501(c)(4) 25,000. 0. event
National League of Cities1301 Pennsylvania Ave., NW, No 550Washington, DC 20004 53-0226780 501(c)(4) 20,000. 0. Sponsorship of NLC SummitNational Minority Supplier Sponsorship of the 2016Development - 1359 Broadway, 10th NMSD Conference andFloor, Ste. 10000 - New York, NY Business Opportunity10018 52-7348220 501(c)(3) 30,000. 0. Exchange
Sponsorship of the NNPANational Newspaper Publishers National LeadershipAssociation - 1816 12th Street, NW Awards Reception and- Washington, DC 20009 52-0982972 501(c)(6) 40,000. 0. Annual Convention
Sponsorship of the 2016National Partnership for Women & 45th Anniversary GalaFamilies - 1875 Connecticut Ave., Dinner and generalNW - Washington, DC 20009 23-7124915 501(c)(3) 35,000. 0. support donation
National Urban League Sponsorship of the 2016120 Wall Street National Urban LeagueNew York, NY 10005 13-1840489 501(c)(3) 25,000. 0. Conference
NationSwell LLC394 Broadway, 5th Floor Sponsorship of the 2016New York, NY 10013 46-1774676 25,000. 0. NationSwell Summit
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
NCSL Foundation for StateLegislatures - 7700 East FirstPlace - Denver, CO 80230 74-2232576 501(c)(3) 12,500. 0. General support
New Orleans Advocates for LGBTElders - 3502 S Carrollton Avenue, Sponsorship of the "NOAGESte. C - New Orleans, LA 70118 47-1598708 501(c)(3) 5,350. 0. Goes to Vegas" Gala
Grant of $25,000 toThe New School support research and66 West 12th Street development in fashionNew York, NY 10011 13-3297197 501(c)(3) 27,000. 0. program that engage
Sponsorship of the NYUNew York University CSAAH 8th Biennial Asian101 Independence Avenue, SE American, NativeNew York, NY 10003 13-5562308 501(c)(3) 30,000. 0. Hawaiian, and Pacific
National Association of Theatre Sponsorship of "MoviesOwners - 1705 N Street, NW - for Grownups" seminar atWashington, DC 20036 13-1580907 501(c)(6) 42,500. 0. CinemaCon 2016
National Republican Club ofCapitol Hill - 300 1st Street, SE Sponsorship of Gala and- Washington, DC 20003 53-0200565 501(c)(7) 8,500. 0. other fundraising event
Newseum, Inc. General support and555 Pennsylvania Avenue, NW Sponsorship of the 2016Washington, DC 20001 20-3985447 501(c)(3) 97,950. 0. Expression Awards
Contribution to supportNNA Fund the Home Matters and1819 L Street, NW Wells Fargo Re-definingWashington, DC 20036 26-0866502 501(c)(3) 150,000. 0. Home: Home Today, Home
Northalsted Area MerchantsAssociation - 3656 N Halsted Sponsorship of the 2016Street - Chicago, IL 60613 36-3506573 501(c)(6) 5,500. 0. Chicago Pride Fest
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Office for Regional Conference Sponsorship of the 2016Ministry - 7000 Adventist Blvd, NW Pastoral Evangelism and- Huntsville, AL 35896 63-1214143 Church 10,000. 0. Leadership Council
Ohio Association of Area Agencieson Aging - 88 E. Broad Street, Sponsorship of the 2016#870 - Columbus, OH 43215 31-1242326 501(c)(4) 6,000. 0. o4a Annual Conference
Omega Psi Phi Fraternity, Inc. Sponsorship of the 80th3951 Snapfinger Parkway Grand Conclave Omega PsiDecatur, GA 30035 53-0209696 501(c)(7) 35,000. 0. Phi Meeting
Opportunity Finance Network620 Chestnut Street, No. 572 Sponsorship of the 2015 &Philadelphia, PA 19106 20-5189202 501(c)(3) 105,000. 0. 2016 OFN Conference
Sponsorship of the 2016Organization of Chinese Americans OCA National Convention,National Center - 1322 18th Achievement Awards, andStreet, NW - Washington, DC 20036 23-7250499 501(c)(3) 17,000. 0. OCA Fast Forward 2060
Oyster Bay Charitable Fund, Inc.PO Box 132 Sponsorship of the OysterOyster Bay, NY 11771 20-1026956 501(c)(3) 6,500. 0. Bay Festival
Pacific Arts Movement Sponsorship of the 17th2508 Historic Decatur Road Ste 140 San Diego Asian FilmSan Diego, CA 92106 33-1001523 501(c)(3) 11,500. 0. Festival
Paley Center for Media25 West 52nd Street Sponsorship of the 2016New York, NY 10019 13-2805582 501(c)(3) 20,000. 0. NY Gala
Pennsylvania Conference for WomanPO Box 37635Philadelphia, PA 19101 20-0447019 501(c)(3) 12,000. 0. Sponsorship of event
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Contribution to supportPension Rights Center retirees' pension in1350 Connecticut Ave., NW multi-employer pensionWashington, DC 20036 52-1059121 501(c)(3) 60,000. 0. plans and pension
Sponsorship of the PCDCPhiladelphia Chinatown Development 50th Anniversary Gala andCorp. - 301 North 9th Street - Chinatown Night MarketPhiladelphia, PA 19107 23-7439723 501(c)(3) 17,000. 0. event
Philippine Fiesta USA, Inc. Sponsorship of the 2016124 E. 40th Street Philippine Fiesta inNew York, NY 10016 30-0114970 501(c)(3) 7,500. 0. America event
Phoenix Film Foundation7000 East Mayo Blvd. Sponsorship of the 2016Phoenix, AZ 85054 86-1012666 501(c)(3) 15,000. 0. Phoenix Film Festival
Pinal Gila Council for SeniorCitizens - 8969 W McCartney Rd. - Sponsorship of the 2016Casa Grande, AZ 85194 86-0289725 501(c)(3) 10,000. 0. Aging Summit
Planting Fields Foundation Sponsorship of the 2016PO Box 660 Jazz/Music at the MansionOyster Bay, NY 11771 11-1770097 501(c)(3) 6,000. 0. series
Professional Women in Advocacy Sponsorship of the 2016Conference - 9919 Meriden Road - Professional Women inPotomac, MD 20854 26-2955038 501(c)(3) 7,000. 0. Advocacy Conference
Sponsorship of the AnnualProud to be Latina LLC Latina Empowerment1831 Madison Avenue, Ste. 2b Conference and EmpoweredNew York, NY 10035 27-3725951 8,000. 0. Latinas Connect Event
Pueble of San FelipePO Box 4339 Support for the ElderSan Felipe Pueblo, NM 87001 85-0210848 10,000. 0. Services Program
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Raise the Bar Protect OurConstitution - 5910 SouthUniversity, Ste. C18-254 -Greenwood, CO 80121 81-1641312 15,000. 0. General support
Rebuilding Together Baton Rouge,Inc. - 3535 Riley Street - Baton Grant to support postRouge, LA 70805 20-1459780 501(c)(3) 25,000. 0. flood rebuilding effortsRegents University of CaliforniaLos Angeles - 10920 WilshireBlvd., Ste. 620 - Los Angeles, CA Contribution to support90024 95-6006143 501(c)(3) 56,123. 0. geriatrics research
Rhode Island Builders Association450 Veterans Memorial Pkwy, #301 Sponsorship of the RhodeEast Providence, RI 02914 05-0254618 501(c)(6) 9,000. 0. Island Home Show
Risen Sword, Inc.10314 SW 141 Court Sponsorship of variousMiami, FL 33186 46-3156274 38,000. 0. events
Rock Health455 Mission Bay Blvd., Ste. 124 Support for Rock HealthSan Francisco, CA 94158 45-1204321 501(c)(3) 162,500. 0. Partnership
Sponsorship of the NewSaint Anselm College Hampshire Institue of100 Saint Anselm Drive Politics for nonpartisanManchester , NH 03102 02-0222182 501(c)(3) 37,333. 0. programming
Salisbury District of African Support for the SalisburyMethodist Church - 809 W. Thomas District faith-basedStreet - Salisbury, NC 28144 20-1712901 Church 9,150. 0. strategy
Support the SenatorSC Appleseed Legal Justice Center Clements PinckneyPO Box 7187 Advocate of the YearColumbia, SC 29202 57-1035023 501(c)(3) 10,000. 0. event
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Self Help for Elderly731 Sansome Street, Ste. 100 Support for the 2016San Francisco, CA 94111 94-1750717 501(c)(3) 10,000. 0. Self-Help for the Elderly
Services and Advocacy for GLBTElders - 305 7th Ave., 6th Floor - Sponsorship for supportNew York, NY 10001 13-2947657 501(c)(3) 140,000. 0. of the SAGE event
Seven Episcopal District of theAME Church - 110 Pisgah ChurchRoad - Columbia, SC 29203 57-0976622 Church 8,000. 0. General support
Share our Strength, Inc.1030 15th Street, NW, Suite 1100W Support for the DC NoWashington, DC 20005 52-1367538 501(c)(3) 10,000. 0. Kids Hungry Dinner
Shriver Center50 E. Washington St., Suite 500 Sponsorship of variousChicago, IL 60602 36-3151279 501(c)(3) 13,000. 0. events
Sponsorship of the StepSHRM Foundation Challenge at the SHRM1800 Duke Street Annual Conference &Alexandria, VA 22314 34-6610067 501(c)(3) 27,500. 0. Exposition and Executive
Seattle International Film Sponsorship of the 42ndFestival - 305 Harrison Street - Annual SeattleSeattle, WA 98109 91-1489660 501(c)(3) 10,000. 0. International Film
Sponsorship of the QuestSilver Crescent Foundation 2016 Examiner Recognition35A Cessna Ct. Ceremony and Annual QuestGreenville, SC 29601 57-1039538 501(c)(3) 7,500. 0. for Excellence Conference
Sponsorship of the 2016Small Business Majority Summit and WashingtonFoundation, Inc. - 4000 Bridgeway, Small BusinessSte. 305 - Sausalito, CA 94965 03-0576666 501(c)(3) 50,000. 0. Retirements Savings
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Smart Growth America1707 L Street, NW, Ste. 250 Sponsorship of the 2016Washington, DC 20036 27-0038938 501(c)(3) 15,000. 0. Dangerous by Design event
Somos El Futuro, Inc. Sponsorship of the 201690 S Swan St., Ste. 300 Spring Albany SOMOSAlbany, NY 12210 22-3128393 501(c)(3) 10,000. 0. Conference
South Carolina Chamber of Commerce1301 Gervais Street Sponsorship of the 37thColumbia, SC 29201 57-0219655 501(c)(6) 5,500. 0. Annual Summit
South Dakota State Sponsorship of the890 3 St, SW Centennial Stage at theHuron, SD 57350 46-6000364 Government 5,750. 0. SD State Fair
Southwestern Association forIndian Arts - 141 East Palace Sponsorship of the 2016Avenue - Santa Fe, NM 87504 85-0212504 501(c)(3) 10,000. 0. Santa Fe Indian Market
Spectrum Knowledge, Inc.13337 South Street, #700 Sponsorship of the 2017Cerritos, CA 90703 20-2559747 7,500. 0. ERG Academy
Springboard 2000 Enterprises Sponsorship of the Health2100 Foxhall Road, NW Innovation HubWashington, DC 20007 52-2266068 501(c)(3) 41,667. 0. Accelerator Program
St. Petersburg Arts Alliance, Inc.100 2nd Ave. N., Suite 150St. Petersburg, FL 33701 46-1335413 501(c)(3) 25,000. 0. General support
Startup Health LLC2000 Broadway, 18th FloorNew York, NY 10023 45-4362441 79,167. 0. General support
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Sponsorship of theState of Arkansas - Minority "Debates and ElectionHealth Commission - 523 Louisiana, 2016: Ballot Initiatives"Suite 425 - Little Rock, AR 72201 71-0847443 Government 8,000. 0. debateStony Brook Foundation, Inc.230 Administration Stony Brook Sponsorship of the "2016University - Stony Brook, NY Aging in Place in11790 11-6077945 501(c)(3) 10,000. 0. Suburbia" Summit
TedxMidatlantic, Inc. Support for the 201611654 Plaza America Drive, #350 Sustaining EventReston, VA 20190 47-4722282 30,000. 0. Partnership
The Advertising Council, Inc.815 Second Avenue, 9th FloorNew York, NY 10017 13-0417693 501(c)(6) 30,000. 0. Sponsorship of Event
The New England Council Sponsorship of the 201698 N Washington St., Ste. 201 Politics and Eggs SeriesBoston, MA 02114 04-1661090 501(c)(3) 11,000. 0. and Annual Dinner
Tri Scottsdale Foundation9985 N 78th Place Sponsorship of the 2016Scottsdale, AZ 85258 20-5761457 501(c)(3) 10,000. 0. Tri for the Cure Event
Trice Edney Commountications LLC Sponsorship of the6817 Georgia Avenue, Ste. 218 Stateswomen for JusticeWashington, DC 20012 90-0616095 10,000. 0. Luncheon & Issues Forum
Trinity United Church of Christ400 W 95th Street Sponsorship of the BlueChicago, IL 60628 501(c)(3) 8,500. 0. Note Gospal PlayTrustees of Amherst College dba Sponsorship of the 2016Folger Shakespeare Library - 201 Folgers ShakepeareEast Capitol Street, SE - Library's Annual BenefitWashington, DC 20003 04-2103542 501(c)(3) 7,500. 0. Gala
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Trustees of Boston CollegeCadigan Alumni Center 140 General support for theCommonwealth Ave. - Chestnut Hill, Center for RetirementMA 02467 04-2103545 501(c)(3) 55,000. 0. Research
Grant in support of theTrustees of the University of Policy InnovationPennsylvania - 3451 Walnut Street, Challenge: SocialSuite 305 - Philadelphia, PA 19104 23-1352685 501(c)(3) 30,000. 0. Security Adequacy &
US Hispanic Leadership Institute431 S Dearborn AvenueChicago, IL 60605 36-3191740 501(c)(3) 15,000. 0. General support
University of ConnecticutFoundation - 2390 Alumni Dr., Unit Sponsorship of the Encore3206 - Storrs, CT 06269 06-6070722 501(c)(3) 10,000. 0. Fairfield ProgramUniversity of North CarolinaHospitals - MacNider Building, Sponsorhip of the agingSuite 306C, CB#7160, 333 South related Digital HealthColumbia Street - Chapel Hill, NC 56-1118388 Government 15,000. 0. Innovation Sprint
University of Arizona Alumni Sponsorship of theAssociation - PO Box 210109 - Arizona Hispanic AlumniTucson, AZ 85721 86-6052716 501(c)(3) 6,000. 0. Club event
University of Delaware83 E. Main Street, 3rd Floor Sponsorship of politicalNewark, DE 19716 51-6000297 501(c)(3) 10,000. 0. debates
University of North Carolina Grant to support researchWilmington - 601 S College Rd. - for the Work & SaveWilmington, NC 28403 56-1258660 501(c)(3) 8,000. 0. Initiative
University of Southern California Grant for the Family837 W. Downey Way, Room 315 Caregiver Support CenterLos Angeles, CA 90089 95-1642394 501(c)(3) 35,000. 0. Connect Project
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Sponsorship of the 20thUS Association of Former Members Annual Statesmanshipof Congress - 1401 K Street, NW, Awards Dinner "STEM:Ste. 501 - Washington, DC 20005 54-0883744 501(c)(3) 6,000. 0. Empowering Tomorrow's
US Business Leadership Network1310 Braddock Place Sponsorship of the 2016Alexandria, VA 22314 26-0482057 501(c)(3) 10,000. 0. USBLN National Conference
US Hispanic Chamber of Commerce1424 K St., NW, Ste. 401 Sponsorship of the 2016Washington, DC 20005 43-1249249 501(c)(6) 15,000. 0. National Convention
US Library of Congress Support for the 2016 Book101 Independence Avenue, SE Festival and GershwinWashington, DC 20540 53-6002532 Government 250,000. 0. Prize
US Travel Association Support for the 20161100 New York Ave., NW project: Time OffWashington, DC 20005 53-0231139 501(c)(6) 25,000. 0. Coalition Advisory Board
USAGAINSTALZHEIMERS Network Sponsorship of the 20161101 K Street, NW, Ste. 400 National Alzheimer'sWashington, DC 20005 45-0672514 501(c)(3) 10,000. 0. Summit
Utah Food Bank3150 South 900 West Support for the 2016 UFBSalt Lake City, UT 84119 87-0212453 501(c)(3) 8,000. 0. Fund Drive
Venture Scout50 Pier B Sponsorship of the 2016San Francisco, CA 94158 32-0449553 8,000. 0. Startup Bootcamp
Veterans Equity Center1010 Mission Street, Ste. C Sponsorship of the "DanceSan Francisco, CA 94103 94-3333879 501(c)(3) 7,000. 0. for Health" event
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Waldo County General Hospital Grant for the Aging Well118 Northport Ave., #287 in Waldo CountyBelfast, ME 04915 01-0177170 501(c)(3) 6,000. 0. Initiative
Whitman Walker Health Sponsorship of the 20161701 14th St., NW Mautner ProjectWashington, DC 20009 52-1122122 501(c)(3) 10,000. 0. Celebration
Sponsorship of the 2016Women in World Media LLC Global Conference and620 Eight Avenue, 17th Fl. 2017 Woment in the WorldNew York, NY 10018 46-3471567 175,000. 0. New York SummitWomens Business EnterpriseNational Council, Inc. - 1120Connecticut Ave., NW, Ste. 1000 - Sponsorship of the NCBFWashington, DC 20036 52-2023392 501(c)(3) 20,000. 0. event
Women's Institute for a SecureRetirement - 1140 19th Street, NW,Ste. 550 - Washington, DC 20036 52-1997317 501(c)(3) 35,000. 0. General support
Women's Policy, Inc.409 12th St, SW, Ste. 600 Sponsorship of variousWashington, DC 20024 52-1914894 501(c)(3) 20,000. 0. events
Wyoming Congressional Award Sponsorship of the WYCouncil - 314 East 21st Street - Congressional Award GoldCheyenne, WY 82001 83-0264665 501(c)(3) 7,500. 0. Tournament
Youngstown State UniversityFoundation - 655 Wick Avenue -Youngstown, OH 44502 34-6576610 501(c)(3) 10,000. 0. Scholarship Endowment
Zen Hospice Project273 Page StreetSan Francisco, CA 94102 94-3155375 501(c)(3) 10,000. 0. General support
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Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States
(a) (b) (c) (d) (e) (f) (g) (h)
Schedule I (Form 990)
Schedule I (Form 990) Page 1
(Schedule I (Form 990), Part II.)
Name and address of organization or government
EIN IRC sectionif applicable
Amount of cash grant
Amount of non-cash
assistance
Method of valuation
(book, FMV, appraisal, other)
Description ofnon-cash assistance
Purpose of grantor assistance
AARP 95-1985500
Zeta Phi Beta Sorority, Inc. Sponsorship of the 20161734 New Hampshire Avenue, NW Grand Boule Zeta WayWashington, DC 20009 53-0261012 501(c)(7) 25,000. 0. Conference
TEDMED 20162 High Ridge Park Support for the 2016Stamford, CT 06905 45-1057753 75,000. 0. TEDMED event
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632102 11-01-16
2Part III Grants and Other Assistance to Domestic Individuals.
(e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) (2016)
Schedule I (Form 990) (2016) Page Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(book, FMV, appraisal, other)
Type of grant or assistance Number ofrecipients
Amount ofcash grant
Amount of non-cash assistance
Description of noncash assistance
Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
AARP 95-1985500
Part II, line 1, Column (h):
Name of Organization or Government: American Society on Aging, Inc.
(h) Purpose of Grant or Assistance: Sponsorship for the Quest 2016
Examiner Recognition Ceremony and 28th Annual Quest for Excellence
Conference
Name of Organization or Government:
Asian and Pacific Islander American Vote
(h) Purpose of Grant or Assistance: Sponsorship of the 2016 Reasearch
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Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
50+ Survey, Presidential Town Hall event, APIA Vote Dinner, and community
outreach efforts
Name of Organization or Government: Aspen Institute
(h) Purpose of Grant or Assistance: Sponsorship of the Aspen Institute
Financial Security Program's Leadership Forum on Retirement Savings
Name of Organization or Government:
Association for Gerontology in Higher Education
(h) Purpose of Grant or Assistance: Sponsorship of the IAGG World
Congress and donation to support Journalists in Aging Fellows Progam
Name of Organization or Government: Axela Government Relations LLC
(h) Purpose of Grant or Assistance: Sponsor of the National Center for
Complex Care and establishment of the "AARP Scholar in Residence"
Name of Organization or Government:
Congressional Hispanic Caucus Institute
(h) Purpose of Grant or Assistance: Sponsorship of the CHCI 2016 Public
Policy Conference, Swearing-in Ceremony, and other events
Name of Organization or Government: Consumer Federation of America
(h) Purpose of Grant or Assistance: Support of the DOL fiduciary rule,
coordination of the "SaveOurRetirement" Coalition and other research &
writing
Name of Organization or Government: Florida Council on Aging
(h) Purpose of Grant or Assistance: Sponsorship of Florida Counsel on
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Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
Aging Innovations Summit and the 2016 Florida Conference on Aging
Name of Organization or Government: Links Foundation
(h) Purpose of Grant or Assistance: Sponsorship of the 40th National
Assembly, 70th Anniverdary Tribute Weekend, and other General support
donation
Name of Organization or Government: Long Term Quality Alliance
(h) Purpose of Grant or Assistance: 2016 dues to partner with other
groups committed to improving the quality & delivery of long-term
services and support.
Name of Organization or Government: National Academy of Sciences
(h) Purpose of Grant or Assistance: Sponsorship of the National
Academies of Sciences, Engineering, and Medicine Forum on Aging,
Disability, and Independence
Name of Organization or Government:
National Association of Black Owned Broadcasters
(h) Purpose of Grant or Assistance: Sponsorship of the 40th Annual Fall
Broadcast Management Conference and The Power of Urban Radio Forum
Name of Organization or Government:
National Cares Mentoring Movement, Inc.
(h) Purpose of Grant or Assistance: General support donation and
sponsorship of the "For the Love of Our Children: A National Call to
Commitment Gala
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Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
Name of Organization or Government: National Council of LA Raza/NCLR
(h) Purpose of Grant or Assistance: Sponsorship of Annual Conference and
National Latino Family Expo, 2016 NCLR Capital Awards and support for the
Financial Capabilities Program
Name of Organization or Government:
National Forum of Nursing Workforce Centers
(h) Purpose of Grant or Assistance: Sponsorship of the National Forum of
State Nursing Workforce Centers' Annual Conference
Name of Organization or Government: The New School
(h) Purpose of Grant or Assistance: Grant of $25,000 to support research
and development in fashion program that engage important social issues
related to aging and stereotypes and $2,000 grant for student degisn
competition
Name of Organization or Government: New York University
(h) Purpose of Grant or Assistance: Sponsorship of the NYU CSAAH 8th
Biennial Asian American, Native Hawaiian, and Pacific Islander Health
Conference
Name of Organization or Government: NNA Fund
(h) Purpose of Grant or Assistance: Contribution to support the Home
Matters and Wells Fargo Re-defining Home: Home Today, Home Tomorrow
Design Challenge and related activities
Name of Organization or Government:
Organization of Chinese Americans National Center
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Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
(h) Purpose of Grant or Assistance: Sponsorship of the 2016 OCA National
Convention, Achievement Awards, and OCA Fast Forward 2060 Event
Name of Organization or Government: Pension Rights Center
(h) Purpose of Grant or Assistance: Contribution to support retirees'
pension in multi-employer pension plans and pension counseling &
information program
Name of Organization or Government: Planting Fields Foundation
(h) Purpose of Grant or Assistance: Sponsorship of the 2016 Jazz/Music
at the Mansion series
Sponsorship of the 2016 Jazz/Music at the Mansion series
Name of Organization or Government: SHRM Foundation
(h) Purpose of Grant or Assistance: Sponsorship of the Step Challenge at
the SHRM Annual Conference & Exposition and Executive Briefing
Name of Organization or Government:
Small Business Majority Foundation, Inc.
(h) Purpose of Grant or Assistance: Sponsorship of the 2016 Summit and
Washington Small Business Retirements Savings Forums
Name of Organization or Government:
Trustees of the University of Pennsylvania
(h) Purpose of Grant or Assistance: Grant in support of the Policy
Innovation Challenge: Social Security Adequacy & Solvency and membership
in the Penson Research Council
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Schedule I (Form 990)
Schedule I (Form 990) Page
Part IV Supplemental Information
AARP 95-1985500
Name of Organization or Government:
US Association of Former Members of Congress
(h) Purpose of Grant or Assistance: Sponsorship of the 20th Annual
Statesmanship Awards Dinner "STEM: Empowering Tomorrow's Technology
Leaders
Schedule I, Part II
AARP's Office of the Chief of Staff reviews and approves all requests
for contributions, taking into consideration the mission of the donee
organization and how the contribution will support AARP's goals and
advance our mission.
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OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
632111 09-09-16
For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.Open to Public
InspectionAttach to Form 990.
| Information about Schedule J (Form 990) and its instructions is at Employer identification number
Yes No
1a
b
1b
2
2
3
4
a
b
c
4a
4b
4c
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
5a
5b
6a
6b
7
8
9
a
b
6
a
b
7
8
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2016
||
Name of the organization
Check the appropriate 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.
First-class or charter travel
Travel for companions
Housing allowance or residence for personal use
Payments for business use of personal residence
Tax indemnification and gross-up payments
Discretionary spending account
Health or social club dues or initiation fees
Personal services (such as, maid, chauffeur, chef)
If any of the boxes on 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~~~~~~~~~~~
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? ~~~~~~~~~~~~
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.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
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:
Receive a severance payment or change-of-control payment?
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
Participate in, or receive payment from, an equity-based compensation arrangement?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
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:
The organization?
Any related organization?
If "Yes" on line 5a or 5b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments
not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued 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
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? ���������������������������������������������
LHA
www.irs.gov/form990.
SCHEDULE J(Form 990)
Part I Questions Regarding Compensation
Compensation Information
2016
AARP 95-1985500
XXX
X
X
X XX X
X
XXX
XX
XX
X
X
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Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Note:
(B) (C) (D) (E) (F)
(i) (ii) (iii) (A)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
Schedule J (Form 990) 2016
Schedule J (Form 990) 2016 Page
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 aren't listed on Form 990, Part VII.
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.
Breakdown of W-2 and/or 1099-MISC compensation Retirement andother deferredcompensation
Nontaxablebenefits
Total of columns(B)(i)-(D)
Compensationin column (B)
reported as deferredon prior Form 990
Basecompensation
Bonus &incentive
compensation
Otherreportable
compensation
Name and Title
AARP 95-1985500
(1) Jo Ann Jenkins 703,442. 289,872. 12,953. 115,257. 15,156. 1,136,680. 0.Chief Executive Officer 0. 0. 0. 0. 0. 0. 0.(2) Scott Frisch 442,163. 114,245. 814. 52,338. 18,615. 628,175. 0.EVP & COO 0. 0. 0. 0. 0. 0. 0.(3) Nancy A. LeaMond 496,227. 125,341. 7,422. 51,452. 1,984. 682,426. 0.EVP State and National 0. 0. 0. 0. 0. 0. 0.(4) Martha Boudreau 426,558. 110,213. 2,862. 52,839. 20,450. 612,922. 0.EVP & Chief Comm & Mktg 0. 0. 0. 0. 0. 0. 0.(5) Kevin Donnellan 356,520. 90,306. 2,862. 52,338. 11,696. 513,722. 0.EVP & Chief of Staff 0. 0. 0. 0. 0. 0. 0.(6) Terry Bradwell 355,027. 89,197. 1,418. 48,531. 11,697. 505,870. 0.EVP & Chief Information Officer 0. 0. 0. 0. 0. 0. 0.(7) Cynthia Lewin 354,130. 88,236. 2,600. 52,338. 20,449. 517,753. 0.EVP & General Counsel 0. 0. 0. 0. 0. 0. 0.(8) Nancy Smith 334,363. 83,205. 4,146. 52,338. 1,963. 476,015. 0.EVP & Corporate Secretary 0. 0. 0. 0. 0. 0. 0.(9) Myrna Blyth 335,169. 72,066. 11,078. 52,338. 1,981. 472,632. 0.SVP & Editorial Director 0. 0. 0. 0. 0. 0. 0.(10) Debra Whitman 327,373. 81,841. 2,290. 52,338. 18,603. 482,445. 0.EVP Policy & International 0. 0. 0. 0. 0. 0. 0.(11) Emilio Pardo 156,712. 101,775. 37,105. 44,274. 4,824. 344,690. 0.President LRI - until 5/7/16 0. 0. 0. 0. 0. 0. 0.(12) Katharyn Marks 156,136. 52,305. 307,674. 37,792. 6,670. 560,577. 0.AARP VP until 08/01/16 0. 0. 0. 0. 0. 0. 0.(13) Judy Diaz 242,638. 58,211. 154,703. 52,301. 6,063. 513,916. 0.LRI employee until 11/30/16 0. 0. 0. 0. 0. 0. 0.(14) Kristin Dillon 329,054. 70,418. 1,022. 52,338. 14,471. 467,303. 0.SVP States & Comm Engagement 0. 0. 0. 0. 0. 0. 0.(15) Wade Osborne 227,554. 51,025. 109,838. 50,442. 18,536. 457,395. 0.LRI employee until 11/30/16 0. 0. 0. 0. 0. 0. 0.(16) Cyrus Bamji 226,609. 55,076. 103,663. 52,338. 18,532. 456,218. 0.LRI employee until 11/30/16 0. 0. 0. 0. 0. 0. 0.
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Part III Supplemental Information
Schedule J (Form 990) 2016
Schedule J (Form 990) 2016 Page
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.
AARP 95-1985500
Part I, Line 1a:
AARP board members, officers, and key employees are provided the benefit of
first-class travel on flights exeeding 5 hours when business class
accommodations are not available. Directors may also use first-class travel
if prior approval is obtained from the Corporate Secretary's Office due to
medical reasons or for especially late-night arrival, or if approved by the
Board Chair. The AARP Chief Executive Officer is provided the benefit of
first-class travel on flights exceeding 90 minutes due to the extensive
travel requirements of the position.
In 2016, 6 board members used first-class travel. All directors for AARP
serve on a volunteer basis and are not compensated for their generous
commitment to AARP. The officers, directors, and key employees are,
however, reimbursed by AARP for travel and subsistence costs incurred in
carrying out their duties. In addition, directors are reimbursed for travel
and subsistence costs incurred for spouses/companions accompanying them to
Association functions. The board members receive a gross-up payment to
ensure there are no out-of-pocket expenses related to the income taxes for
the spouse/companion travel. All spouse/companion travel reimbursements and
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3
Part III Supplemental Information
Schedule J (Form 990) 2016
Schedule J (Form 990) 2016 Page
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.
AARP 95-1985500
tax gross-up payments are treated as taxable income to the directors.
The Chief Executive Officer of AARP was given the following benefits in
2016:
Jo Ann Jenkins:
1) group-term life and supplemental life insurance policy, premiums paid by
AARP in 2016 were $7,247.00;
2) spousal travel of $5,156.44; and
3) parking and other benefits of $549.46
All items were treated as taxable compensation to Ms. Jenkins in 2016.
Part I, Line 4a:
Katharyn Marks received a separation package in the amount of $278,022.08
in 2016.
Judy Diaz received a separation package in the amount of $136,994.44 in
2016.
Wade Osborne received a separation package in the amount of $88,407.30 in
2016.
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3
Part III Supplemental Information
Schedule J (Form 990) 2016
Schedule J (Form 990) 2016 Page
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.
AARP 95-1985500
Cyrus Bamji received a separation package in the amount of $88,407.30 in
2016.
Part I, Line 5:
Under AARP's enterprise-wide compensation plan numerous organizational
factors are considered in employee compensation, of which gross revenues is
one factor.
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OMB No. 1545-0047
Department of the TreasuryInternal Revenue Service
Loan to orfrom the
organization?
632131 10-24-16
Information about Schedule L (Form 990 or 990-EZ) and its instructions is at
(Form 990 or 990-EZ) | Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a,28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Open To PublicInspection
| Attach to Form 990 or Form 990-EZ.|
Employer identification number
1 (b) (d) (a) (c)
Yes No
2
3
(a) (c) (e) (g) (h) (i) (d) (b) (f)
Yes No Yes No Yes No
Total
(b) (a) (c) (d) (e)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule L (Form 990 or 990-EZ) 2016
Approvedby board orcommittee?
Writtenagreement?
Relationshipwith organization
Name of the organization
(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.
Relationship between disqualifiedperson and organization
Corrected?Name of disqualified person Description of transaction
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under
section 4958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
$
$Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ~~~~~~~~~~~~~~~~
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.
Name ofinterested person
Purposeof loan
Originalprincipal amount
Indefault?
Balance due
To From
���������������������������������������� | $
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
Relationship betweeninterested person and
the organization
Name of interested person Amount ofassistance
Type ofassistance
Purpose ofassistance
LHA
www.irs.gov/form990.
SCHEDULE L
Part I Excess Benefit Transactions
Part II Loans to and/or From Interested Persons.
Part III Grants or Assistance Benefiting Interested Persons.
Transactions With Interested Persons2016
AARP 95-1985500
Joseph F. Coughlin Founder and Dire 250,000.Unrestricted Support resea
See Part V for Continuations
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2
(e) (a) (b) (c) (d)
Yes No
Schedule L (Form 990 or 990-EZ) 2016
Schedule L (Form 990 or 990-EZ) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.Sharing of
organization'srevenues?
Name of interested person Relationship between interestedperson and the organization
Amount oftransaction
Description oftransaction
Provide additional information for responses to questions on Schedule L (see instructions).
Part IV Business Transactions Involving Interested Persons.
Part V Supplemental Information
AARP 95-1985500
Sch L, Part III, Grants or Assistance Benefitting Interested Persons:
(a) Name of Person: Joseph F. Coughlin
(b) Relationship Between Interested Person and Organization:
Founder and Director of MIT's AgeLab and AARP Board Member as of 6/3/2016
(c) Amount of Grant $ 250,000.
(d) Type of Assistance: Unrestricted grant to MIT's AgeLab
(e) Purpose of Assistance: Support research and education
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Department of the TreasuryInternal Revenue Service
632211 08-25-16
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
Complete to provide information for responses to specific questions onForm 990 or 990-EZ or to provide any additional information.
| Attach to Form 990 or 990-EZ.|
(Form 990 or 990-EZ)
Open to PublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2016)
Name of the organization
LHA
www.irs.gov/form990.
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2016
AARP 95-1985500
Form 990, Part I, Line 1, Description of Organization Mission:
live as they age. AARP champions positive social change and delivers
value through advocacy, information, and service. AARP's vision is a
society in which everyone lives with dignity and purpose, and fulfills
their goals and dreams.
Form 990, Part III, Line 1, Description of Organization Mission:
dignity and purpose, and fulfills their goals and dreams.
Form 990, Part III, Line 4a, Program Service Accomplishments:
issues, including utility rates, caregiving, and work and save
programs.
AARP also advances our policy agenda at the national level through
advocacy that proactively addresses issues important to people 50+,
including caregiving, health, saving and planning, Social Security, and
age-based discrimination. Underlying our policy agenda is the in-depth
research conducted by AARP, which also provides a foundation for our
program development and for the information we provide on key issues
affecting 50+ Americans, including, in addition to those listed above,
livable communities, work and careers, and more.
To help people live purposeful and fulfilling lives, AARP offers Life
Reimagined, a digital and live service that helps people reflect,
evaluate priorities, and define next steps in work, relationships, and
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Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
well-being. AARP offers training and education programs that help
people 50+ improve their lives, such as AARP Driver Safety courses,
technology education through the AARP TEK program, and local workshops
and activities on matters such as preventing fraud.
AARP also facilitates the participation of 50+ Americans in bringing
about positive social change in America. Initiatives include Create
the Good, which connects individuals to a network of people, tools, and
time-flexible volunteer opportunities; Andrus Awards for Community
Service, which recognize people who have made a difference in their
communities in ways that support AARP's mission, vision, and direction;
and the work of AARP Chapters, which engage members in community
service and fellowship.
Form 990, Part III, Line 4b, Program Service Accomplishments:
AARP also communicates with members and non-members through its
award-winning website, mobile apps, broadcast studio productions,
social media, and various other platforms to provide information that
is engaging, informative, and useful and to ensure that positive images
of aging are reflected in society.
Form 990, Part III, Line 4d, Other Program Services:
Member Acquisition's work is based on the recognition that members are
an essential part of AARP's ability to achieve its mission. Speaking
on behalf of its tens of millions of members gives AARP significant
power and reach in advocating for social change at the local, state,
and national levels. Members also provide grassroots activism,
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Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
volunteer work, and input into the problems faced by Americans as they
age, which helps shape AARP's social change agenda. Member Acquisition
seeks to retain current members and provides outreach to potential
members, including the many different segments of America's diverse 50+
population.
Expenses $ 176,267,794. including grants of $ 2,000. Revenue $ 0.
Cash Contributions to Affiliated Charitable Organizations: AARP
provides significant support for its charitable affiliates. AARP
Foundation provides services for the most vulnerable part of the 50+
population, working to win back opportunity for low-income Americans
50+ with a particular focus on hunger, housing, income, and isolation.
Experience Corps, which is part of the AARP Foundation, connects highly
trained volunteers age 50 and above with disadvantaged students to
tutor literacy. Legal Counsel for the Elderly provides free legal
representation for low-income residents of the District of Columbia.
In addition to the cash support noted below, AARP provides significant
in-kind contributions and services to its charitable affiliates.
AARP Foundation - $135,757,687 (includes a $115,089,760 endowment)
Legal Counsel for the Elderly - $2,461,897
Expenses $ 138,219,584. including grants of $ 138,219,584. Revenue $ 0.
Form 990, Part V, Line 4b, List of Foreign Countries:
Austria, China, Czech Republic, Germany,
Indonesia, Israel, Italy, Macau,
Malaysia, Malta, Netherlands, Poland,
South Korea, Sweden, Turkey
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
Form 990, Part VI, Section B, line 11b:
The Form 990 is prepared and reviewed in AARP's internal tax department.
The return is then put through a secondary review which includes the AARP
Controller and AARP General Counsel. After this thorough review process,
the Form 990 is distributed to the Board of Directors for their review.
After all issues are addressed the return is reviewed by the Chief
Operating Officer prior to electronically filing 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 Governance Committee),
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:
AARP considers relevant for-profit and not-for-profit data since this is
the landscape in which AARP competes 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
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
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 awards programs.
For the CEO, information from all three areas (external data, internal
data, individual performance and contribution) is submitted to the Board of
Directors for review and approval. In some cases, the Board may deal
directly with the independent, third party compensation consulting firm on
external market pricing. The individual in this position may have legal
representation and may insist on an employment contract with terms that are
mutually agreed upon by the individual and the Board.
For the Executive Vice Presidents (listed in Part VII), the compensation
recommendations of the CEO are provided to the Compensation Committee
together with external comparability data provided by an independent third
party compensation consulting firm. The Compensation Committee reviewed
and approved the 2016 recommendations and their deliberations were recorded
in the Committee's minutes.
Form 990, Part VI, Section C, Line 19:
AARP makes its Form 990 available on its website at www.aarp.org or upon
request to the General Counsel's Office. AARP's audited financial
statements and conflict of interest policy are also available on its
website at www.aarp.org. AARP's Form 1024 will be made public upon request
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
to AARP's Office of General Counsel. All other governing documents will be
made available to the public in the event those documents are included in a
filing with the Internal Revenue Service.
Part VII, Sec. A, Officers, Key Employees, and Highest Compensated Employee
AARP has a standard 40 hour work week and are the average hours
disclosed on Form 990. Officers, key employees, and highest compensated
employees often work in excess of that amount.
Form 990, Part IX, Line 11g, Other Fees:
Consulting and Professional Services:
Program service expenses 182,302,361.
Management and general expenses 19,597,302.
Fundraising expenses 3,064.
Total expenses 201,902,727.
Member Call Centers:
Program service expenses 20,404,011.
Management and general expenses 0.
Fundraising expenses 0.
Total expenses 20,404,011.
Total Other Fees on Form 990, Part IX, line 11g, Col A 222,306,738.
Form 990, Part XI, line 9, Changes in Net Assets:
Income from Terrell Place Condo Association K-1s -374.
Schedule R, Part V, Question 2, Transactions with Related Organizations
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2
Employer identification number
Schedule O (Form 990 or 990-EZ) (2016)
Schedule O (Form 990 or 990-EZ) (2016) Page
Name of the organizationAARP 95-1985500
The AARP Insurance Plan is a grantor trust established by an Agreement
and Declaration of Trust for the purpose of making group health
insurance and other health-related products and services available to
AARP, Inc. members. Agreements between AARP, Inc., AARP Services,
Inc., and several insurance companies enable AARP-branded insurance
products to be made available to AARP members.
At the direction of the third party insurance carriers, the Plan pays
AARP, Inc. a portion of the total premiums collected for the use of its
intellectual property, which is reported as royalties in the
consolidated statements of activities.
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Department of the TreasuryInternal Revenue Service
Section 512(b)(13)
controlled
entity?
632161 09-06-16
SCHEDULE R(Form 990) Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. Open to PublicInspection| Information about Schedule R (Form 990) and its instructions is at
Employer identification number
Part I Identification of Disregarded Entities.
(a) (b) (c) (d) (e) (f)
Identification of Related Tax-Exempt Organizations. Part II
(a) (b) (c) (d) (e) (f) (g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2016
|
|
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exemptorganizations during the tax year.
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
LHA
www.irs.gov/form990.
Related Organizations and Unrelated Partnerships
2016
AARP 95-1985500
AARP Properties LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 128,938,640.AARPAARP 650 F 2-3 LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 12,167,274.AARPAARP 650 F 4-5 LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 11,411,395.AARPAARP Carson Place LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 22,272,657.AARP
AARP Foundation - 52-0794300 Foundation dedicated to601 E Street, NW persons over 50 at socialWashington, DC 20049 and economic risk District of Columbia 501 (c)(3) 509(a)(1) AARP XAARP Institute - 52-0788950 Supporting org of AARP Fdn601 E Street, NW holding certain charitableWashington, DC 20049 gift annuity funds District of Columbia 501 (c)(3) 509(a)(3) AARP Foundation XLegal Counsel for the Elderly - 52-1194741 Provides free or low cost601 E Street, NW legal assistance andWashington, DC 20049 education to DC elderly District of Columbia 501 (c)(3) 509(a)(1) AARP XExperience Corps - 26-3698436 Engages adults aged 50+ as601 E Street, NW tutors & mentors forWashington, DC 20049 school children nationwide District of Columbia 501 (c)(3) 509(a)(1) AARP Foundation X
See Part VII for Continuations
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Part I Continuation of Identification of Disregarded Entities
(a) (b) (c) (d) (e) (f)
Schedule R (Form 990)
Name, address, and EINof disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controllingentity
AARP 95-1985500
AARP Watson Plaza LLC - 95-1985500601 E Street, NWWashington, DC 20049 Real estate holding company Delaware 0. 0.AARPAARP Andrus Insurance Fund LLC - 95-1985500601 E Street, NWWashington, DC 20049 Insurance captive District of Columbia 2,276,975. 8,819,318.AARPLife Reimagined LLC - 46-2850578 Assist people in601 E Street, NW transitioning their livesWashington, DC 20049 to reach their personal District of Columbia 9,420,393. 2,770,895.AARP
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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Section 512(b)(13)
controlled
organization?
63222204-01-16
Part II Continuation of Identification of Related Tax-Exempt Organizations
(a) (b) (c) (d) (e) (f) (g)
Yes No
Schedule R (Form 990)
Name, address, and EINof related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Codesection
Public charitystatus (if section
501(c)(3))
Direct controllingentity
AARP 95-1985500
AARP Insurance Plan - 52-6069387 Grantor Trust holding601 E Street, NW certain AARP group healthWashington, DC 20049 insurance policies District of Columbia 501 (c)(4) AARP X
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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Disproportionate
allocations?
Legaldomicile(state orforeigncountry)
General ormanagingpartner?
Section512(b)(13)controlled
entity?
Legal domicile(state orforeigncountry)
632162 09-06-16
2
Identification of Related Organizations Taxable as a Partnership. Part III
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust. Part IV
(a) (b) (c) (d) (e) (f) (g) (h) (i)
Yes No
Schedule R (Form 990) 2016
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Schedule R (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a partnership during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Share of totalincome
Share ofend-of-year
assets
Code V-UBIamount in box20 of ScheduleK-1 (Form 1065)
Percentageownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a corporation or trust during the tax year.
Name, address, and EINof related organization
Primary activity Direct controllingentity
Type of entity(C corp, S corp,
or trust)
Share of totalincome
Share ofend-of-year
assets
Percentageownership
AARP 95-1985500
AARP Financial Services Corporation -52-1367607, 601 E Street, NW, Washington, DC Real estate holding20049 company DE AARP C CORP 1,276,713. 8,208,693. 100% XAARP Services, Inc. (consolidated) -52-2141065, 650 F Street, NW, Washington, DC Quality control and20004 research DE AARP C CORP 159,165,024. 94,324,486. 100% X
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3
Part V Transactions With Related Organizations.
Note: Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
(i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
(a) (b) (c) (d)
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest, annuities, royalties, or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
��������������������������������������������������������
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.
Name of related organization Transactiontype (a-s)
Amount involved Method of determining amount involved
AARP 95-1985500
XXXX
X
XXXXX
XXXX
X
XX
XX
AARP Foundation (cash contributions) B 135,757,687.cash paidAARP Foundation (subgrants for charitableactivities) C 4,297,664.grant agreements
AARP Foundation (bond standby agreement) D 25,000,000.in the event of default
AARP Foundation (in-kind shared services) L 23,530,623.allocable costs incurred
AARP Foundation (in-kind advertising) L 6,339,130.publication space FMV
AARP Foundation (in-kind rent) L 4,551.costs incurred
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Part V Continuation of Transactions With Related Organizations
(d)(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determiningamount involved
Transactiontype (a-r)
Amount involvedName of other organization
AARP 95-1985500
AARP Foundation (maintenance & telephone) Q 752,565.costs incurredAARP Foundation (shared employeereimbursement) P 272,704.actual salaries for time reportedAARP Foundation (shared employeereimbursement) Q 712.actual salaries for time reported
AARP Foundation (mailing list) N 0.see supplemental informationAARP Foundation (worker's compensationinsurance) S 2,088,680.cash paidAARP Foundation (annual fee line ofcredit) S 25,000.cash paidLegal Counsel for the Elderly (cashcontributions) B 2,461,897.cash paidLegal Counsel for the Elderly (in-kindcontributions) L 3,191,368.allocable costs incurredLegal Counsel for the Elderly (in-kindrent) N 761,847.costs incurredAARP Services, Inc. (advertising &sponsorship) L 4,203,435.FMV
AARP Services, Inc. (shared services) Q 19,572,042.costs incurred
AARP Services, Inc. M 104,985,622.FMV
AARP Services, Inc. (rent) A 2,698,998.costs incurredAARP Services, Inc. (telephone,insurance) Q 107,552.costs incurredAARP Services, Inc. (reimburse forpension plan contribution) S 5,571,750.portion of plan fundingAARP Services, Inc. (reimburse for postretirement health benefit) S 570,651.portion of plan funding
AARP Insurance Plan S 497,407,928.see Schedule O
Legal Counsel for the Elderly (insurance) S 13,350.cash paid
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Part V Continuation of Transactions With Related Organizations
(d)(a) (b) (c)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
Schedule R (Form 990)
(Schedule R (Form 990), Part V, line 2)
Method of determiningamount involved
Transactiontype (a-r)
Amount involvedName of other organization
AARP 95-1985500
Legal Counsel for the Elderly (telephone) Q 3,368.costs incurred
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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Are allpartners sec.
501(c)(3)orgs.?
Dispropor-tionate
allocations?
General ormanagingpartner?
632164 09-06-16
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership.
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k)
o
Schedule R (Form 990) 2016
Predominant income(related, unrelated,
excluded from tax undersections 512-514)
Code V-UBIamount in box 20of Schedule K-1
(Form 1065)
Schedule R (Form 990) 2016 Page
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.
Name, address, and EINof entity
Primary activity Legal domicile(state or foreign
country)
Share oftotal
income
Share ofend-of-year
assets
Percentageownership
AARP 95-1985500
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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632165 09-06-16
5
Schedule R (Form 990) 2016
Schedule R (Form 990) 2016 Page
Provide additional information for responses to questions on Schedule R. See instructions.
Part VII Supplemental Information.
AARP 95-1985500
Part I, Identification of Disregarded Entities:
Name of Disregarded Entity:
Life Reimagined LLC
Primary Activity: Assist people in transitioning their lives to reach
their personal goals
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 96
Conv
AssetNo.
LineNo.
628111 04-01-16
2016 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus%
Excl
Section 179Expense
Reduction In Basis
Basis ForDepreciation
BeginningAccumulatedDepreciation
CurrentSec 179Expense
Current YearDeduction
EndingAccumulatedDepreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
Form 990 Page 10 990
Buildings
6Terrell Place 650 F 2-3Building 01/03/05 SL 39.00 MM16 13209343. 13209343.4,843,426. 440,311.5,283,737.
11Terrell Place 650 F 4-5Building 01/03/05 SL 39.00 MM16 13379427. 13379427.4,905,790. 445,981.5,351,771.
15 AARP Properties Building 12/20/00 SL 39.00 MM16 138329964. 138329964. 69350875. 4,624,296. 73975171.
17 Carson Place Building 12/05/06 SL 39.00 MM16 17861316. 17861316.5,408,878. 595,336.6,004,214.* 990 Page 10 TotalBuildings 182780050. 182780050. 84508969. 6,105,924. 90614893.
Furniture & Fixtures
1 Furniture and Equipment 01/01/06 SL 7.00 16 83246240. 83246240. 67698255. 6,609,649. 74307904.
3 Building Improvements 01/01/06 SL 10.00 16 2,067,342. 2,067,342.2,067,342. 0.2,067,342.
8Terrell Place 650 F 2-3Building Improvements 01/01/06 SL 39.00 MM16 4,994,769. 4,994,769.3,758,040. 435,365.4,193,405.
9Terrell Place 650 F 2-3Furniture & Equipment 01/01/06 SL 7.00 16 31,691. 31,691. 31,691. 0. 31,691.
12Terrell Place 650 F 4-5Building Improvements 01/01/06 SL 10.00 16 4,860,841. 4,860,841.4,739,504. 121,336.4,860,841.
13AARP Properties Furniture &Equipment 01/01/05 SL 7.00 16 10349162. 10349162.2,178,125. 532,058.2,710,183.
16AARP Properties BuildingImprovements 01/01/06 SL 10.00 16 32454878. 32454878. 16623336. 2,896,900. 19520236.
20Carson Place BuildingImprovements 12/01/08 SL 10.00 16 7,223,274. 7,223,274. 699,161. 729,420.1,428,581.
21Carson Place Furniture &Equipment 12/01/08 SL 7.00 16 253,821. 253,821. 197,025. 9,348. 206,373.* 990 Page 10 TotalFurniture & Fixtures 145482018. 145482018. 97992479. 11334076.109326556.
Land
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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Conv
AssetNo.
LineNo.
628111 04-01-16
2016 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus%
Excl
Section 179Expense
Reduction In Basis
Basis ForDepreciation
BeginningAccumulatedDepreciation
CurrentSec 179Expense
Current YearDeduction
EndingAccumulatedDepreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
Form 990 Page 10 990
7 Terrell Place 650 F 2-3 Land 01/03/05 L 39.00 MM 3,302,336. 3,302,336. 0.
10 Terrell Place 650 F 4-5 Land 01/03/05 L 39.00 MM 3,344,857. 3,344,857. 0.
14 AARP Properties Land 12/20/00 L 39.00 MM 35405471. 35405471. 0.
19 Carson Place Land 12/05/06 L 39.00 MM 4,433,600. 4,433,600. 0.
* 990 Page 10 Total Land 46486264. 46486264. 0. 0. 0.
Management and General
2 Leasehold Improvements 01/01/06 SL 10.00 16 9,542,127. 9,542,127.5,663,688. 624,043.6,287,731.
4 Vehicles 01/01/06 SL 5.00 16 41,834. 41,834. 41,834. 0. 41,834.
5 Software Development Costs 01/01/06 SL 3.00 16 190684488. 190684488. 80022586. 26772851.106795437.
26 Debt Issuance Costs 12/20/00 360M HY43 1,585,368. 1,585,368. 775,267. 52,832. 828,099.
27AARP PROPERTIES LEASEHOLDIMPROVEMENTS 12/01/12 SL 10.00 16 1,219,568. 1,219,568. 62,114. 130,040. 192,154.
28(D)AARP LRI ComputerSoftware 03/01/14 SL 3.00 16 24926656. 24926656.8,722,371. 7,495,666. 16218037.
29(D)AARP LRI LeaseholdImprovements 01/01/15 SL 10.00 16 2,621,000. 2,621,000. 59,940. 290,034. 349,974.
30Terrell Place 650 F 2-3Leasehold Improvements 12/01/16 SL 10.00 16 102,503. 102,503. 3,417. 3,417.* 990 Page 10 TotalManagement and General 230723544. 230723544. 95347800. 35368883.130716683.* Grand Total 990 Page 10Depr & Amort 605471876. 605471876.277849248. 52808883.330658132.
Current Year Activity
Beginning balance 605369373. 0. 605369373.277849248. 330654715.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
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Conv
AssetNo.
LineNo.
628111 04-01-16
2016 DEPRECIATION AND AMORTIZATION REPORT
DateAcquired
UnadjustedCost Or Basis
Bus%
Excl
Section 179Expense
Reduction In Basis
Basis ForDepreciation
BeginningAccumulatedDepreciation
CurrentSec 179Expense
Current YearDeduction
EndingAccumulatedDepreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
Form 990 Page 10 990
Acquisitions 102,503. 0. 102,503. 0. 3,417.
Dispositions 27547656. 0. 27547656.8,782,311. 16568011.
Ending balance 577924220. 0. 577924220.269066937. 314090121.Ending accum depr less
dispositions 314090121.
Ending book value 263834099.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1
96.3
OMB No. 1545-0172
Form
AttachmentSequence No.
Department of the TreasuryInternal Revenue Service (99)
Name(s) shown on return Business or activity to which this form relates Identifying number
Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions
(a) Description of property (b) Cost (business use only) (c) Elected cost
If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here
(c) Basis for depreciation(business/investment use
only - see instructions)
(b) Month andyear placedin service
(d) Recoveryperiod
(a) Classification of property (e) Convention (f) Method (g) Depreciation deduction
616251 12-21-16
Election To Expense Certain Property Under Section 179 Note:
| Attach to your tax return.
179| Information about Form 4562 and its separate instructions is at
1
2
3
4
5
1
2
3
4
5
6
7
8
9
10
11
12
13
smaller
7
8
9
10
11
12
13
Note:
Special Depreciation Allowance and Other Depreciation (Don't )
14
15
16
14
15
16
MACRS Depreciation (Don't )
Section A
1717
18
Section B - Assets Placed in Service During 2016 Tax Year Using the General Depreciation System
19a
b
c
d
e
f
g
h
i
Section C - Assets Placed in Service During 2016 Tax Year Using the Alternative Depreciation System
20a
b
c
Summary
21 21
22
23
Total.
22
23
4562 For Paperwork Reduction Act Notice, see separate instructions.
If you have any listed property, complete Part V before you complete Part I.
Maximum amount (see instructions)
Total cost of section 179 property placed in service (see instructions)
Threshold cost of section 179 property before reduction in limitation
Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~
����������
Listed property. Enter the amount from line 29
Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7
Tentative deduction. Enter the of line 5 or line 8
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Carryover of disallowed deduction from line 13 of your 2015 Form 4562
Business income limitation. Enter the smaller of business income (not less than zero) or line 5
Section 179 expense deduction. Add lines 9 and 10, but don't enter more than line 11
Carryover of disallowed deduction to 2017. Add lines 9 and 10, less line 12
~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~
�������������
����Don't use Part II or Part III below for listed property. Instead, use Part V.
include listed property.
Special depreciation allowance for qualified property (other than listed property) placed in service during
the tax year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Property subject to section 168(f)(1) election
Other depreciation (including ACRS)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
�������������������������������������
include listed property. (See instructions.)
MACRS deductions for assets placed in service in tax years beginning before 2016 ~~~~~~~~~~~~~~
���
3-year property
5-year property
7-year property
10-year property
15-year property
20-year property
25-year property 25 yrs. S/L
S/L
S/L
S/L
S/L
27.5 yrs.
27.5 yrs.
MM
MM
MM
MM
/
/
/
/
Residential rental property
39 yrs.Nonresidential real property
Class life
12-year
40-year
S/L
S/L
S/L
12 yrs.
40 yrs. MM/
(See instructions.)
Listed property. Enter amount from line 28 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21.
Enter here and on the appropriate lines of your return. Partnerships and S corporations - see instr. �������
For assets shown above and placed in service during the current year, enter the
portion of the basis attributable to section 263A costs����������������
Form (2016)LHA
www.irs.gov/form4562.
(Including Information on Listed Property)
Part I
Part II
Part III
Part IV
Depreciation and Amortization4562 2016
J
9
990
AARP Form 990 Page 10 95-1985500
500,000.
2,010,000.
52,756,051.
52,756,051.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 97
Date amortizationbegins
Amortizationperiod or percentage
Basis for depreciation(business/investment
use only)
Description of costs Amortizableamount
Codesection
Amortizationfor this year
616252 12-21-16
don't
2Listed Property
Note: only
Section A - Depreciation and Other Information (Caution:
24a Yes No 24b Yes No
25
(b) (c) (i)(e) (f) (g) (h)(a) (d)
25
26
27
2828
29 29
Section B - Information on Use of Vehicles
(a) (b) (c) (d) (e) (f)
30
31
32
33
34
35
36
Yes No Yes No Yes No Yes No Yes No Yes No
Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees
aren't
37
38
39
40
41
Yes No
Note:
Amortization
(a) (b) (c) (d) (e) (f)
42
43
44
43
44 Total.
4562
Do you have evidence to support the business/investment use claimed?
Dateplaced inservice
Business/investment
use percentage
Electedsection 179
cost
Recoveryperiod
Depreciationdeduction
Type of property(list vehicles first)
Method/Convention
Cost orother basis
Total business/investment miles driven during the
year ( include commuting miles)
Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle
Form (2016)
Form 4562 (2016) Page (Include automobiles, certain other vehicles, certain aircraft, certain computers, and property used for entertainment,
recreation, or amusement.)For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete 24a, 24b, columns
(a) through (c) of Section A, all of Section B, and Section C if applicable.
See the instructions for limits for passenger automobiles.)
If "Yes," is the evidence written?
Special depreciation allowance for qualified listed property placed in service during the tax year and
used more than 50% in a qualified business use�����������������������������
Property used more than 50% in a qualified business use:
%
%
%
Property used 50% or less in a qualified business use:
%
%
S/L -
S/L -
S/L -%
Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 ~~~~~~~~~~~~
Add amounts in column (i), line 26. Enter here and on line 7, page 1 ���������������������������
Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person. If you provided vehicles
to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.
~~~~~~~
Total commuting miles driven during the year ~
Total other personal (noncommuting) miles
driven~~~~~~~~~~~~~~~~~~~~~
Total miles driven during the year.
Add lines 30 through 32~~~~~~~~~~~~
Was the vehicle available for personal use
during off-duty hours? ~~~~~~~~~~~~
Was the vehicle used primarily by a more
than 5% owner or related person? ~~~~~~
Is another vehicle available for personal
use? ���������������������
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who more than 5%
owners or related persons.
Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners ~~~~~~~~~~~~
Do you treat all use of vehicles by employees as personal use? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Do you meet the requirements concerning qualified automobile demonstration use? ~~~~~~~~~~~~~~~~~~~~~~~
If your answer to 37, 38, 39, 40, or 41 is "Yes," don't complete Section B for the covered vehicles.
Amortization of costs that begins during your 2016 tax year:
Amortization of costs that began before your 2016 tax year ~~~~~~~~~~~~~~~~~~~~~~~~~~
Add amounts in column (f). See the instructions for where to report �������������������
Part V
Part VI
! !! !! !! !! !! !!
! !! !
AARP 95-1985500
52,832.52,832.
06431026 135671 AARPFINAL 2016.03020 AARP AARPFIN1 98