Join & Explore the Benefits - ...(Rev. January 2017) OMB No. 1545-1709 You can electronically file...

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

print

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 Foundation 52-0794300

601 E Street, NW, Tax Dept.

Washington, DC 200490 1

Patricia D. Shannon601 E Street, NW - Washington, DC 20049

(202)434-3399

November 15, 2017

X 2016

0.

0.

0.

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


X

A country free of poverty and where no older person feels vulnerable.See Schedule O.

X

X

75,410,994. 58,264,415.The Senior Community Service Employment Program (SCSEP)-The purpose of SCSEP is to foster individual economic self-sufficiencyand promote useful part-time opportunities in community serviceassignments for unemployed low-income persons who are 55 years of ageor older and to increase the number of older persons who may enjoy thebenefits of unsubsidized employment in both the public and privatesectors. In program year 2015/2016 more than 13,000 people were servedand more than 3,500 obtained unsubsidized employment.http://www.aarp.org/aarp-foundation/our-work/income/scsep/

11,620,091. 17,480.AARP Foundation Tax-Aide is the nation's largest, free, volunteer-runtax preparation and assistance service. It is available to low- andmoderate-income taxpayers with special attention to those aged 50 andolder. In 2016, nearly 35,000 AARP Foundation trained and IRS-certifiedvolunteers helped over 2.7 million people file their taxes. Sites wereopen late January/early February through mid-April for face-to-faceservice. Online assistance was available throughout the rest of theyear. Other 2016 highlights include $1.4B in taxpayer refunds and morethan $240M in Earned Income Tax Credits for lower-income workingtaxpayers. Tax-Aide prepared returns are electronically filed, whichhelps to increase both the accuracy of returns prepared and the speedof refunds to taxpayers. http://www.aarp.org/taxaide

9,442,370. 2,423,809. 1,185,995.Experience Corps-AARP Foundation Experience Corps ("Experience Corps") is a high-impact,community-based, volunteer tutoring program that addresses a majorcontributor to poverty - the inability of children in kindergartenthrough third grade to read at grade level. The Experience Corps modelis a proven intervention with measurable benefits for students, as wellas positive mental and physical health benefits for the oldervolunteers who tutor the children.

38,363,826. 15,370,652. 354,589.134,837,281.

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


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


XX

X

X

X

X

X

X

X

X

X

X

X

XX

X

X

XXX

X

X

X

X

X

X

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


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


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


X

X

X

X

XX

XX

X

X

X

X

XX

XX

X

X

X

X

XX

X

X

X

X

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


a

b

10a

10b


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)


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


X

2310

X

369X

X

XSee Schedule O

XX

X

X

X

XX

X

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)


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


X

9

9

X

XX

XX

X

X

XX

X

X

X

XX

XXX

XX

X

CA,OK

X X

Patricia D. Shannon - (202)434-3399601 E Street, NW, Washington, DC 20049

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)


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


X

(1) LLOYD JOHNSON as of 6/3/16 6.00BOARD CHAIR 10.40 X X 0. 0. 0.(2) JAIME GUTIERREZ as of 6/3/16 6.00BOARD VICE CHAIR / AUDIT CHAIR 0.40 X X 0. 0. 0.(3) HARRY E. JOHNSON 6.00SECRETARY/TREASURER & FINANCE CHAIR 0.00 X X 378. 0. 0.(4) DIANE D. MILLER as of 6/3/16 6.00BOARD MEMBER 0.00 X 0. 0. 0.(5) DAVID ADAME as of 6/3/16 6.00BOARD MEMBER 0.00 X 0. 0. 0.(6) ANN DAW as of 6/3/16 6.00BOARD MEMBER 0.00 X 0. 0. 0.(7) RONALD E. DALY SR. as of 6/3/16 6.00BOARD MEMBER 10.00 X 0. 3,591. 0.(8) NEAL LANE as of 6/3/16 6.00BOARD MEMBER 10.00 X 0. 3,916. 0.(9) TIMOTHY M. KELLY as of 6/3/16 6.00BOARD MEMBER 10.00 X 0. 2,221. 0.(10) SANDRA ULSH until 6/3/16 6.00SEC/TREAS & FINANCE CHAIR 10.00 X X 0. 0. 0.(11) NEAL CUTLER until 6/3/16 6.00BOARD MEMBER 0.00 X 1,247. 0. 0.(12) DIANE PRATT until 6/3/16 6.00CHAIRPERSON 10.40 X X 0. 406. 0.(13) CATHERINE ALICIA GEORGES 6.00BOARD MEMBER until 6/3/16 10.00 X 0. 407. 0.(14) KATHLEEN EDMOND until 6/3/16 6.00AUDIT CHAIR 0.40 X 814. 0. 0.(15) BARBARA ANN O'CONNOR 6.00BOARD MEMBER until 6/3/16 10.00 X 0. 10,842. 0.(16) LISA MARSH RYERSON 40.00PRESIDENT 1.00 X 395,945. 0. 71,954.(17) PATRICIA D. SHANNON 40.00CFO & SENIOR VICE PRESIDENT X 338,004. 0. 63,895.

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


(18) DAVID WHITEHEAD 40.00SVP & CHIEF DEVELOPMENT OFFICER X 318,795. 9,098. 72,631.(19) WILLIAM A. RIVERA 40.00SENIOR VICE PRESIDENT OF LITIGATION X 225,518. 0. 45,058.(20) EMILY S. ALLEN 40.00VP - INCOME PROGRAM X 260,106. 0. 63,402.(21) COREY HASTINGS 40.00VP - SCSEP X 220,422. 0. 57,367.(22) KEANNE C. HENRY 40.00VP EXPERIENCE CORPS X 218,935. 0. 42,935.(23) BARBARA JONES 40.00SENIOR ATTORNEY X 211,818. 1,016. 53,037.(24) LAURIE A. MCCANN 40.00SENIOR ATTORNEY X 214,623. 7,123. 63,427.(25) LESTER F. STRONG 40.00PRINCIPAL GIFT OFFICER X 270,871. 0. 68,748.(26) STEPHEN VENUTE 40.00VP - CORP & FOUNDATION RELATIONS X 233,723. 2,393. 49,744.

2,911,199. 41,013. 652,198.0. 0. 0.

2,911,199. 41,013. 652,198.

70

X

X

X

Miami Dolphins LTD7500 SW 30th Street, Davie, FL 33314

Volunteer EngagementSee Schedule O 1,335,411.

HENDRICK MOTORSPORTS, 4400 Papa JoeHendrick Blvd, Charlotte, NC 28262

Partnership - Driveto End Hunger 1,104,800.

MEDIACOM WORLDWIDE INC498 Seventh Ave, New York, NY 10018

Media OutreachOptimization 947,333.

BSC ACQUISITION SUB LLC7702 Plantation Road, Roanoke, VA 24019

Custom EnvelopeManufacturer 943,462.

CP Direct, Inc.4600A Boston Way, Lanham, MD 20706

Commercial PrintingServices 759,647.

99

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


118,007.

136,665,026.88,160,746.

56,103,361.

281,047,140.

Experience Corps Program Fees 900099 1,185,995. 1,185,995.

900099 372,069. 372,069.1,558,064.

6,172,014. 6,172,014.

185,431,245.

177,138,259.8,292,986.

8,292,986. 8,292,986.

Charitable Gift Annuity Severance 900099 244,961. 244,961.Change in value- Charitable Gift 900099 -94,546. -94,546.

150,415.297,220,619. 1,558,064. 0. 14,615,415.

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.


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


16,964,488. 16,964,488.

58,839,840. 58,839,840.

254,550. 254,550.

1,899,504. 761,035. 788,780. 349,689.

27,019,326. 20,203,211. 3,792,576. 3,023,539.

890,033. 660,003. 124,477. 105,553.3,058,742. 2,245,116. 464,045. 349,581.1,677,842. 1,227,398. 250,600. 199,844.

4,854. 4,854.152,375. 152,375.

825,531. 825,531.377,137. 377,137.

5,126,119. 4,312,174. 740,183. 73,762.4,723,377. 1,542,048. 1,899,201. 1,282,128.4,398,174. 4,356,176. 26,682. 15,316.2,176,147. 1,343,152. 83,974. 749,021.

3,025,473. 2,754,022. 176,243. 95,208.2,618,180. 2,329,076. 147,886. 141,218.

2,569,694. 2,343,707. 212,459. 13,528.106,319. 62,881. 23,037. 20,401.

1,474,819. 954,859. 355,277. 164,683.2,829. 78. 2,751.

Printing and postage 15,857,374. 5,511,472. 38,711. 10,307,191.Volunteer travel/activi 5,106,007. 5,065,442. 37,491. 3,074.Telecommunication expen 2,142,059. 2,053,717. 60,425. 27,917.Miscellaneous operating 492,414. 431,780. 54,020. 6,614.

1,346,899. 616,202. 445,992. 284,705.163,130,106.134,837,281. 10,254,322. 18,038,503.

X 12,606,990. 4,166,425. 0. 8,440,565.

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


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


2,888,226. 1,405,288.4,283,684. 9,693,155.8,290,767. 2,377,507.

28,155. 9,111,364.

1,778,661. 2,352,309.

29,455,565.10,937,079. 19,928,549. 18,518,486.

82,238,973. 213,166,122.4,118,108. 4,137,331.5,280,650. 5,518,474.

322,187. 304,927.129,157,960. 266,584,963.12,407,102. 13,966,872.5,346,313. 7,007,231.3,171,613. 3,787,173.25,000,000. 25,000,000.

2,546,158. 2,096,998.48,471,186. 51,858,274.

X

79,520,982. 89,237,268.1,165,792. 2,448,690.

123,040,731.

80,686,774. 214,726,689.129,157,960. 266,584,963.

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


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


X

297,220,619.163,130,106.134,090,513.80,686,774.

-50,599.

1.

214,726,689.

X

X

X

X

X

X

X

(iv) Is the organization listedin your governing document?

OMB No. 1545-0047


632021 09-21-16

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at

(i) (iii) (v) (vi)(ii) Name of supported

organization

Type of organization (described on lines 1-10 above (see instructions))

Amount of monetary

support (see instructions)

Amount of other

support (see instructions)

EIN

(Form 990 or 990-EZ)Complete if the organization is a section 501(c)(3) organization or a section

4947(a)(1) nonexempt charitable trust.| Attach to Form 990 or Form 990-EZ.

|

Open to PublicInspection

Name of the organization Employer identification number

1

2

3

4

5

6

7

8

9

10

11

12

section 170(b)(1)(A)(i).

section 170(b)(1)(A)(ii).

section 170(b)(1)(A)(iii).

section 170(b)(1)(A)(iii).

section 170(b)(1)(A)(iv).

section 170(b)(1)(A)(v).

section 170(b)(1)(A)(vi).

section 170(b)(1)(A)(vi).

section 170(b)(1)(A)(ix)

section 509(a)(2).

section 509(a)(4).

section 509(a)(1) section 509(a)(2) section 509(a)(3).

a

b

c

d

e

f

g

Type I.

You must complete Part IV, Sections A and B.

Type II.

You must complete Part IV, Sections A and C.

Type III functionally integrated.

You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated.

You must complete Part IV, Sections A and D, and Part V.

Yes No

Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2016

(All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in

A school described in (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in

A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,

city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

(Complete Part II.)

A federal, state, or local government or governmental unit described in

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

(Complete Part II.)

A community trust described in (Complete Part II.)

An agricultural research organization described in operated in conjunction with a land-grant college

or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or

university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from

activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment

income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.

See (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or

more publicly supported organizations described in or . See Check the box in

lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving

the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting

organization.

A supporting organization supervised or controlled in connection with its supported organization(s), by having

control or management of the supporting organization vested in the same persons that control or manage the supported

organization(s).

A supporting organization operated in connection with, and functionally integrated with,

its supported organization(s) (see instructions).

A supporting organization operated in connection with its supported organization(s)

that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness

requirement (see instructions).

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III

functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Provide the following information about the supported organization(s).

LHA

www.irs.gov/form990.

SCHEDULE A

Part I Reason for Public Charity Status

Public Charity Status and Public Support 2016


X

Subtract line 5 from line 4.

632022 09-21-16

Calendar year (or fiscal year beginning in)

Calendar year (or fiscal year beginning in) |

2

(a) (b) (c) (d) (e) (f)

1

2

3

4

5

Total.

6 Public support.

(a) (b) (c) (d) (e) (f)

7

8

9

10

11

12

13

Total support.

12

First five years.

stop here

14

15

14

15

16

17

18

a

b

a

b

33 1/3% support test - 2016.

stop here.

33 1/3% support test - 2015.

stop here.

10% -facts-and-circumstances test - 2016.

stop here.

10% -facts-and-circumstances test - 2015.

stop here.

Private foundation.

Schedule A (Form 990 or 990-EZ) 2016

|

Add lines 7 through 10

Schedule A (Form 990 or 990-EZ) 2016 Page

(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization

fails to qualify under the tests listed below, please complete Part III.)

2012 2013 2014 2015 2016 Total

Gifts, grants, contributions, and

membership fees received. (Do not

include any "unusual grants.") ~~

Tax revenues levied for the organ-

ization's benefit and either paid to

or expended on its behalf ~~~~

The value of services or facilities

furnished by a governmental unit to

the organization without charge ~

Add lines 1 through 3 ~~~

The portion of total contributions

by each person (other than a

governmental unit or publicly

supported organization) included

on line 1 that exceeds 2% of the

amount shown on line 11,

column (f) ~~~~~~~~~~~~

2012 2013 2014 2015 2016 Total

Amounts from line 4 ~~~~~~~

Gross income from interest,

dividends, payments received on

securities loans, rents, royalties

and income from similar sources ~

Net income from unrelated business

activities, whether or not the

business is regularly carried on ~

Other income. Do not include gain

or loss from the sale of capital

assets (Explain in Part VI.) ~~~~

Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~

If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)

organization, check this box and �� |

~~~~~~~~~~~~Public support percentage for 2016 (line 6, column (f) divided by line 11, column (f))

Public support percentage from 2015 Schedule A, Part II, line 14

%

%~~~~~~~~~~~~~~~~~~~~~

If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and

The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |

If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box

and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |

If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,

and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization

meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ |

If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or

more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the

organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ |

If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions �� |

Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

Section A. Public Support

Section B. Total Support

Section C. Computation of Public Support Percentage


140,838,496. 141,215,604. 142,542,859. 152,271,399. 281,047,140. 857,915,498.

140,838,496. 141,215,604. 142,542,859. 152,271,399. 281,047,140. 857,915,498.

182,420,689.675,494,809.

140,838,496. 141,215,604. 142,542,859. 152,271,399. 281,047,140. 857,915,498.

1,787,529. 2,235,669. 2,351,153. 2,445,424. 6,172,014. 14,991,789.

1,419. 212,938. 1,708,479. 1,922,836.874,830,123.

77.2192.21

X

(Subtract line 7c from line 6.)

Amounts included on lines 2 and 3 received

from other than disqualified persons that

exceed the greater of $5,000 or 1% of the

amount on line 13 for the year

(Add lines 9, 10c, 11, and 12.)

632023 09-21-16



Total support.

3

(a) (b) (c) (d) (e) (f)

1

2

3

4

5

6

7

Total.

a

b

c

8 Public support.

(a) (b) (c) (d) (e) (f)

9

10a

b

c11

12

13

14 First five years.

stop here

15

16

15

16

17

18

19

20

2016

2015

17

18

a

b

33 1/3% support tests - 2016.

stop here.

33 1/3% support tests - 2015.

stop here.

Private foundation.


Unrelated business taxable income

(less section 511 taxes) from businesses

acquired after June 30, 1975


(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to

qualify under the tests listed below, please complete Part II.)

2012 2013 2014 2015 2016 Total

Gifts, grants, contributions, and

membership fees received. (Do not

include any "unusual grants.") ~~

Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization's tax-exempt purpose

Gross receipts from activities that

are not an unrelated trade or bus-

iness under section 513 ~~~~~

Tax revenues levied for the organ-

ization's benefit and either paid to

or expended on its behalf ~~~~

The value of services or facilities

furnished by a governmental unit to

the organization without charge ~

~~~ Add lines 1 through 5

Amounts included on lines 1, 2, and

3 received from disqualified persons

~~~~~~

Add lines 7a and 7b ~~~~~~~

2012 2013 2014 2015 2016 Total

Amounts from line 6 ~~~~~~~Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ~

~~~~

Add lines 10a and 10b ~~~~~~Net income from unrelated businessactivities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part VI.) ~~~~

If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,

check this box and �� |

Public support percentage for 2016 (line 8, column (f) divided by line 13, column (f))

Public support percentage from 2015 Schedule A, Part III, line 15

~~~~~~~~~~~~ %

%��

Investment income percentage for (line 10c, column (f) divided by line 13, column (f))

Investment income percentage from Schedule A, Part III, line 17

~~~~~~~~ %

%~~~~~~~~~~~~~~~~~~

If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not

more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~ |

If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and

line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization~~~~ |

If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions �� |

Part III Support Schedule for Organizations Described in Section 509(a)(2)

Section A. Public Support

Section B. Total Support

Section C. Computation of Public Support Percentage

Section D. Computation of Investment Income Percentage


632024 09-21-16

4

Yes No

1

2

3

4

5

6

7

8

9

10

1

2

3a

3b

3c

4a

4b

4c

5a

5b

5c

6

7

8

9a

9b

9c

10a

10b

a

b

c

a

b

c

a

b

c

a

b

c

a

b

Type I or Type II only.

Substitutions only.


If "No," describe in how the supported organizations are designated. If designated byclass or purpose, describe the designation. If historic and continuing relationship, explain.

If "Yes," explain in how the organization determined that the supportedorganization was described in section 509(a)(1) or (2).

If "Yes," answer(b) and (c) below.

If "Yes," describe in when and how theorganization made the determination.

If "Yes," explain in what controls the organization put in place to ensure such use.If

"Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.

If "Yes," describe in how the organization had such control and discretiondespite being controlled or supervised by or in connection with its supported organizations.

If "Yes," explain in what controls the organization usedto ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)purposes.

If "Yes,"answer (b) and (c) below (if applicable). Also, provide detail in including (i) the names and EINnumbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action;(iii) the authority under the organization's organizing document authorizing such action; and (iv) how the actionwas accomplished (such as by amendment to the organizing document).

If "Yes," provide detail in

If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).

If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).




If "Yes," answer 10b below.(Use Schedule C, Form 4720, to

determine whether the organization had excess business holdings.)


(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A

and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete

Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Are all of the organization's supported organizations listed by name in the organization's governing

documents?

Did the organization have any supported organization that does not have an IRS determination of status

under section 509(a)(1) or (2)?

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and

satisfied the public support tests under section 509(a)(2)?

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)

purposes?

Was any supported organization not organized in the United States ("foreign supported organization")?

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign

supported organization?

Did the organization support any foreign supported organization that does not have an IRS determination

under sections 501(c)(3) and 509(a)(1) or (2)?

Did the organization add, substitute, or remove any supported organizations during the tax year?

Was any added or substituted supported organization part of a class already

designated in the organization's organizing document?

Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to

anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class

benefited by one or more of its supported organizations, or (iii) other supporting organizations that also

support or benefit one or more of the filing organization's supported organizations?

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor

(defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with

regard to a substantial contributor?

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?

Was the organization controlled directly or indirectly at any time during the tax year by one or more

disqualified persons as defined in section 4946 (other than foundation managers and organizations described

in section 509(a)(1) or (2))?

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which

the supporting organization had an interest?

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit

from, assets in which the supporting organization also had an interest?

Was the organization subject to the excess business holdings rules of section 4943 because of section

4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated

supporting organizations)?

Did the organization have any excess business holdings in the tax year?

Part VI

Part VI

Part VI

Part VI

Part VI

Part VI

Part VI,

Part VI.

Part VI.

Part VI.

Part VI.

Part IV Supporting Organizations

Section A. All Supporting Organizations


632025 09-21-16

5

Yes No

11

a

b

c

11a

11b

11c

Yes No

1

2

1

2

Yes No

1

1

Yes No

1

2

3

1

2

3

1

2

3

a

b

c

Yes No

a

b

a

b

2a

2b

3a

3b


If "Yes" to a, b, or c, provide detail in

If "No," describe in how the supported organization(s) effectively operated, supervised, orcontrolled the organization's activities. If the organization had more than one supported organization,describe how the powers to appoint and/or remove directors or trustees were allocated among the supportedorganizations and what conditions or restrictions, if any, applied to such powers during the tax year.

If "Yes," explain in how providing such benefit carried out the purposes of the supported organization(s) that operated,

supervised, or controlled the supporting organization.

If "No," describe in how controlor management of the supporting organization was vested in the same persons that controlled or managedthe supported organization(s).

If "No," explain in howthe organization maintained a close and continuous working relationship with the supported organization(s).

If "Yes," describe in the role the organization'ssupported organizations played in this regard.

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year Complete below.

Complete below.Describe in Part VI how you supported a government entity (see instructions).

If "Yes," then in how these activities directly furthered their exempt purposes,

how the organization was responsive to those supported organizations, and how the organization determinedthat these activities constituted substantially all of its activities.

If "Yes," explain in thereasons for the organization's position that its supported organization(s) would have engaged in theseactivities but for the organization's involvement.

Provide details in

If "Yes," describe in the role played by the organization in this regard.


Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)

below, the governing body of a supported organization?

A family member of a person described in (a) above?

A 35% controlled entity of a person described in (a) or (b) above?

Did the directors, trustees, or membership of one or more supported organizations have the power to

regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the

tax year?

Did the organization operate for the benefit of any supported organization other than the supported

organization(s) that operated, supervised, or controlled the supporting organization?

Were a majority of the organization's directors or trustees during the tax year also a majority of the directors

or trustees of each of the organization's supported organization(s)?

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the

organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax

year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the

organization's governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported

organization(s) or (ii) serving on the governing body of a supported organization?

By reason of the relationship described in (2), did the organization's supported organizations have a

significant voice in the organization's investment policies and in directing the use of the organization's

income or assets at all times during the tax year?

The organization satisfied the Activities Test.

The organization is the parent of each of its supported organizations.

The organization supported a governmental entity.

Activities Test.

Did substantially all of the organization's activities during the tax year directly further the exempt purposes of

the supported organization(s) to which the organization was responsive?

Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more

of the organization's supported organization(s) would have been engaged in?

Parent of Supported Organizations.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or

trustees of each of the supported organizations?

Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each

of its supported organizations?

Part VI.

Part VI

Part VI

Part VI

Part VI

Part VI

(see instructions).

line 2

line 3

Answer (a) and (b) below.

Part VI identify

those supported organizations and explain

Part VI

Answer (a) and (b) below.

Part VI.

Part VI

(continued)Part IV Supporting Organizations

Section B. Type I Supporting Organizations

Section C. Type II Supporting Organizations

Section D. All Type III Supporting Organizations

Section E. Type III Functionally Integrated Supporting Organizations


632026 09-21-16

6

1 See instructions.

Section A - Adjusted Net Income

1

2

3

4

5

6

7

8

1

2

3

4

5

6

7

8Adjusted Net Income

Section B - Minimum Asset Amount

1

2

3

4

5

6

7

8

a

b

c

d

e

1a

1b

1c

1d

2

3

4

5

6

7

8

Total

Discount

Part VI

Minimum Asset Amount

Section C - Distributable Amount

1

2

3

4

5

6

7

1

2

3

4

5

6

Distributable Amount.



Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI.) All

other Type III non-functionally integrated supporting organizations must complete Sections A through E.

(B) Current Year(optional)(A) Prior Year

Net short-term capital gain

Recoveries of prior-year distributions

Other gross income (see instructions)


Depreciation and depletion

Portion of operating expenses paid or incurred for production or

collection of gross income or for management, conservation, or

maintenance of property held for production of income (see instructions)

Other expenses (see instructions)

(subtract lines 5, 6, and 7 from line 4)

(B) Current Year(optional)(A) Prior Year

Aggregate fair market value of all non-exempt-use assets (see

instructions for short tax year or assets held for part of year):

Average monthly value of securities

Average monthly cash balances

Fair market value of other non-exempt-use assets

(add lines 1a, 1b, and 1c)

claimed for blockage or other

factors (explain in detail in ):

Acquisition indebtedness applicable to non-exempt-use assets

Subtract line 2 from line 1d

Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,

see instructions)

Net value of non-exempt-use assets (subtract line 4 from line 3)

Multiply line 5 by .035

Recoveries of prior-year distributions

(add line 7 to line 6)

Current Year

Adjusted net income for prior year (from Section A, line 8, Column A)

Enter 85% of line 1

Minimum asset amount for prior year (from Section B, line 8, Column A)

Enter greater of line 2 or line 3

Income tax imposed in prior year

Subtract line 5 from line 4, unless subject to

emergency temporary reduction (see instructions)

Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see

instructions).

Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations


632027 09-21-16

7

Section D - Distributions Current Year

1

2

3

4

5

6

7

8

9

10

Part VI

Total annual distributions.

Part VI

(i)

Excess Distributions

(ii)Underdistributions

Pre-2016

(iii)Distributable

Amount for 2016Section E - Distribution Allocations (see instructions)

1

2

3

4

5

6

7

8

a

b

c

d

e

f

g

h

i

j

Total

a

b

c

Excess distributions carryover to 2017.

a

b

c

d

e



Amounts paid to supported organizations to accomplish exempt purposes

Amounts paid to perform activity that directly furthers exempt purposes of supported

organizations, in excess of income from activity

Administrative expenses paid to accomplish exempt purposes of supported organizations

Amounts paid to acquire exempt-use assets

Qualified set-aside amounts (prior IRS approval required)

Other distributions (describe in ). See instructions


Distributions to attentive supported organizations to which the organization is responsive

(provide details in ). See instructions

Distributable amount for 2016 from Section C, line 6

Line 8 amount divided by Line 9 amount

Distributable amount for 2016 from Section C, line 6

Underdistributions, if any, for years prior to 2016 (reason-

able cause required- explain in Part VI). See instructions

Excess distributions carryover, if any, to 2016:

From 2013

From 2014

From 2015

of lines 3a through e

Applied to underdistributions of prior years

Applied to 2016 distributable amount

Carryover from 2011 not applied (see instructions)

Remainder. Subtract lines 3g, 3h, and 3i from 3f.

Distributions for 2016 from Section D,

line 7: $

Applied to underdistributions of prior years

Applied to 2016 distributable amount

Remainder. Subtract lines 4a and 4b from 4

Remaining underdistributions for years prior to 2016, if

any. Subtract lines 3g and 4a from line 2. For result greater

than zero, explain in Part VI. See instructions

Remaining underdistributions for 2016. Subtract lines 3h

and 4b from line 1. For result greater than zero, explain in

Part VI. See instructions

Add lines 3j

and 4c

Breakdown of line 7:

Excess from 2013

Excess from 2014

Excess from 2015

Excess from 2016

(continued) Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations


632028 09-21-16

8



Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C,line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.(See instructions.)

Part VI Supplemental Information.


PART II, LINE 10(A):

2012 Miscellanous Other Income - $1,419

PART II, LINE 10(D);

2015 Other Program Income - $105,873

2015 Experience Corps School Fees - $107,065

Total Program Services Revenue - $212,938

PART II, LINE 10(E):

2016 Experience Corps Program Fees - $1,185,995

2016 All Other Program Income - $372,069

2016 CGA Severance - $244,961

2016 CGA Change in Value - $(94,546)

Total Program Service Revenue - $1,708,479

OMB No. 1545-0047


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 .


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


X 3

X

623453 10-18-16

Name of organization Employer identification number


(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)


(d)

Date received

(a)

No.

from

Part I

(c)

FMV (or estimate)

(See instructions)

(b)


(d)

Date received

(a)

No.

from

Part I

(c)

FMV (or estimate)

(See instructions)

(b)


(d)

Date received

(a)

No.

from

Part I

(c)

FMV (or estimate)

(See instructions)

(b)


(d)

Date received

(a)

No.

from

Part I

(c)

FMV (or estimate)

(See instructions)

(b)


(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


(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


(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




(a) No.fromPart I




(a) No.fromPart I




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


OMB No. 1545-0047


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



(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.


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


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


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

~~~~~

��


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.


17,139,004. 17,983,362. 18,101,116. 16,154,308. 14,790,123.116,229,945. 336,554. 476,933. 326,685. 525,743.

9,190,695. -328,393. 190,354. 2,338,386. 1,484,244.

907,709. 852,519. 785,041. 718,263. 645,802.

141,651,935. 17,139,004. 17,983,362. 18,101,116. 16,154,308.

13.1486.86

XX

4,440,000. 4,440,000.22,736,908. 9,851,276. 12,885,632.

2,278,657. 1,085,803. 1,192,854.18,518,486.

(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.


(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.) |


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.


Charitable gift annuity liability 2,096,998.

2,096,998.

X

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


(This must equal Form 990, Part I, line 12.)

(This must equal Form 990, Part I, line 18.)


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


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


~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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:

~~~~~~~~~~~~~~~~~~~~~~~~~~


Prior year adjustments

Other losses


~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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


~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~

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.


351,860,671.

-50,599.55,935,491.

-358,000.55,526,892.296,333,779.

886,840.886,840.

297,220,619.

218,699,280.

55,935,491.

12,627.55,948,118.162,751,162.

378,944.378,944.

163,130,106.

Part V, line 4:

Permanently Restricted Endowment

In January 2016, the Foundation received a contribution of approximately

$115,090,000 from AARP, Inc. to establish a permanently restricted

endowment fund. In accordance with the terms of the donor agreement, the

Foundation is required to add all investment income and gains to the

balance of this endowment fund until such time as established by the

donor.

Board Designated Quasi-Endowment

The Foundation's unrestricted net assets include amounts designated by its

Board of Directors to function as a quasi-endowment fund.

632055 08-29-16

5


(continued)Schedule D (Form 990) 2016 Page Part XIII Supplemental Information


In connection with its quasi-endowment fund, the Board has adopted a

spending policy, which permits an annual transfer to operating funds up to

5% of the previous 12 quarters' average quasi-endowment fund balance.

Assets of both the donor-restricted and quasi-endowment funds are invested

in a broadly diversified portfolio spread over multiple asset classes.

Part X, Line 2:

AARP Foundation has determined that there are no material uncertain tax

positions that require recognition or disclosure in the consolidated

financial statements.

Part XI, Line 2d - Other Adjustments:

INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN

F/S -378,944.

AARP INSTITUTE (EIN: 52-0788950) 20,944.

Total to Schedule D, Part XI, Line 2d -358,000.

Part XI, Line 4b - Other Adjustments:

EXPERIENCE CORPS DONATION TO AARP FOUNDATION ELIMINATED IN

CONSOLIDATED F/S 886,840.

Part XII, Line 2d - Other Adjustments:

AARP INSTITUTE (EIN: 52-0788950) 12,627.

Part XII, Line 4b - Other Adjustments:

INVESTMENT AND K-1 EXPENSES REPORTED AS CONTRA REVENUE IN

632055 08-29-16

5


(continued)Schedule D (Form 990) 2016 Page Part XIII Supplemental Information


F/S 378,944.

OMB No. 1545-0047


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


SCHEDULE GSupplemental Information Regarding Fundraising or Gaming Activities

Fundraising Activities. Part I

2016


X XX XXX

X

Chapman Cubine Adams Hussey - Direct mail production2000 15TH Street North Suite management services X 0. 654,903. 0.Creative Direct Response -16900 Science Drive, Ste. Fundraising Counsel X 0. 49,289. 0.Gift Strategies LLC - 1539Fall River Avenue, Ste 3, Gift planning consultant X 0. 59,493. 0.Infocision - 325 SpringsideDrive, Akron, OH 44333 Professional solicitor X 0. 1,403. 0.M&R Strategic Services Inc. - Creative online marketing1901 L St. NW, Suite 800, services X 0. 341,487. 0.Ruffalo Noel Levitz - 1025 Outbound Call CenterKirkwood Parkway SW, Cedar Services X 0. 109,605. 0.

1,216,180.

AL,AK,CA,CT,CO,DC,FL,GA,HI,IL,KS,KY,MD,MA,MI,MN,MO,MS,NH,NJ,NM,NY,NC,ND,OHOK,OR,PA,RI,SC,TN,UT,VA,WA,WV,WI,AR,ME

See Part IV for continuations

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.


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


Schedule G, Part I, Line 2b, List of Ten Highest Paid Fundraisers:

(i) Name of Fundraiser: Chapman Cubine Adams Hussey

(i) Address of Fundraiser:

2000 15TH Street North Suite 550, Arlington, VA 22201

(i) Name of Fundraiser: Creative Direct Response

(i) Address of Fundraiser: 16900 Science Drive, Ste. 210, Bowie, MD 20715

63208404-01-16

4

Schedule G (Form 990 or 990-EZ)

(continued)Schedule G (Form 990 or 990-EZ) Page

Part IV Supplemental Information


(i) Name of Fundraiser: Gift Strategies LLC


1539 Fall River Avenue, Ste 3, Seekonk, MA 02771

(i) Name of Fundraiser: Infocision

(i) Address of Fundraiser: 325 Springside Drive, Akron, OH 44333

(i) Name of Fundraiser: M&R Strategic Services Inc.

(i) Address of Fundraiser: 1901 L St. NW, Suite 800, Washington, DC 20036

(i) Name of Fundraiser: Ruffalo Noel Levitz


1025 Kirkwood Parkway SW, Cedar Rapids, IA 52404

Part I, Line 2b, Column (v):

These entities do not raise funds directly for AARP Foundation, but

provide counsel, services, and support to AARP Foundation's internal

development office. The amounts reflected in Schedule G are for the

professional services and reimbursements paid by AARP Foundation for

promotional and travel expenses.

Schedule G, Part I, Line 2 b(v)

Chapman Cubine Adams Hussey

Professional fundraising fee $509,736

Consulting fees 4,638

Advertising & promotion 140,529

Total paid to Chapman Cubine $654,903

63208404-01-16

4





Adams Hussey & Associates

Creative Direct Response

Consulting fees $49,289

Total paid to Creative Direct $49,289

Response

Gift Strategies LLC


Total paid to Gift Strategies LLC $59,493

Infocision

Data Processing $1,403

Total paid to Infocision $1,403

M&R Strategic Services


Consulting services $154,923

Total paid to M&R Strategic Svcs $341,487

Ruffalo Noel Levitz LLC


Consulting services $39,867

63208404-01-16

4





Total paid to Ruffalo Noel Levitz LLC $109,605

Total amounts paid to fundraisers $1,216,180

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


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)


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


Grants and Other Assistance to Organizations,Governments, and Individuals in the United States 2016


X

AARP AARP charitable work601 E St., NW conducted on behalf ofWashington, DC 20049 95-1985500 501(c)(4) 4,297,664. 0. the AARP Foundation.

Action Pathways, Inc.316 Green Street Grant for HurricaneFayetteville, NC 28301 56-0845795 501(c)(3) 15,000. 0. Matthew Relief.

Membership in alliance toAlliance to End Hunger provide support to 50+425 3rd St SW Suite 1200 adults in need of foodWashington, DC 20024 20-2803848 501(c)(3) 15,000. 0. assistance.

American Heart Association Grant to support AARP7272 Greenville Avenue Foundation's HungerDallas, TX 75231 13-5613797 501(c)(3) 750,000. 0. program.Anne Arundel Workforce DevelopmentCorporation - 401 Headquarters Grant to support AARPDrive Suite 208 - Millersville, MD Foundation's Back to Work21108 52-2359350 501(c)(3) 100,000. 0. 50+ program.

Arapahoe/Douglas Works Grant to support AARP6974 S. Lima Street Foundation's Back to WorkCentennial, CO 80112 84-6000740 Government Entity 140,000. 0. 50+ program.

110.4.

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



Acension Council On Aging, Inc.PO Box 412Donaldsville, LA 70346 72-0736386 501(c)(3) 40,000. 0. Grant for flood relief.

Aspiranet Grant to support AARP400 Oyster Point Blvd., Suite 501 Foundation's ExperienceSan Francisco, CA 94080 94-2442955 501(c)(3) 207,183. 0. Corps program.

Atlanta Technical College Grant to support AARPFoundation - 1560 Metropolitan Foundation's Back to WorkParkway, SW - Atlanta, GA 30310 58-2582973 501(c)(3) 50,000. 0. 50+ program.

Austin Community College Grant to support AARP901 Tuscany Way Foundation's Back to WorkAustin, TX 78754 74-1742036 501(c)(3) 90,578. 0. 50+ program.

Bevill Community College Grant to support AARP1411 Indiana Avenue Foundation's Back to WorkJasper , AL 35501 63-1102108 501(c)(3) 21,747. 0. 50+ program.

Capital Impact Partners Grant to support AARP2011 Crystal Drive, Suite 750 Foundation's IncomeArlington, VA 22202 52-1290127 501(c)(3) 200,000. 0. Security program.

Carver Community Organization, Grant to support AARPInc. - 400 S. E. 8th Street - Foundation's ExperienceEvansville, IN 47713 35-0869030 501(c)(3) 116,804. 0. Corps program.

Catholic Chatities Archdiocese of Grant to support AARPStockton - 2351 Tenaya Dr. Suite D Foundation's Work For- Modesto, CA 95454 64-1629114 501(c)(3) 20,000. 0. Yourself @50+ program.

Catholic Charities, Inc. - Grant to support AARPArchdiocese of Hartford - 839-841 Foundation's Work ForAsylum Avenue - Harford, CT 06105 06-0667607 501(c)(3) 18,000. 0. Yourself @50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Catholic Charities Diocese ofBaton - PO Box 1668 - Baton Rouge,LA 70821 72-0590685 501(c)(3) 25,000. 0. Grant for flood relief.

Central New Mexico Community Grant to support AARPCollege Foundation - 525 Buena Foundation's Back to WorkVista SE - Albuquerque, NM 87106 85-0172915 501(c)(3) 77,787. 0. 50+ program.

Chicago Cook Workforce Grant to support AARP69 W. Washington, Suite 2860 Foundation's Back to WorkChicago, IL 60602 36-4122225 501(c)(3) 350,000. 0. 50+ program.

Chicanos Por La Causa Grant to support AARP1112 E Buckeye Road Foundation's HousingPhoenix, AZ 85034 86-0227210 501(c)(3) 35,000. 0. program.

Children's Initiative Grant to support AARP4438 Ingraham Street Foundation's ExperienceSan Diego, CA 92109 77-0587835 501(c)(3) 44,600. 0. Corps program.

Chinatown Manpower Project, Inc, Grant to support AARP70 Mulberry Street Foundation's Work ForNew York, NY 10013 13-2755214 501(c)(3) 38,000. 0. Yourself @50+ program.

ChopChop Kids Grant to support AARP695-697 Belmont St. Foundation's HungerBelmont, MA 02478 04-3505334 501(c)(3) 10,000. 0. program.

City of Tempe Grant to support AARP715 W. 5th Street Foundation's ExperienceTempe, AZ 85281 86-6000262 501(c)(3) 54,526. 0. Corps program.

Community Loan Fund of the Capital Grant to support AARPRegion, Inc. - 255 Orange Street - Foundation's Work ForAlbany, NY 12210 22-2706505 501(c)(3) 38,000. 0. Yourself @50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Community Service Society of New Grant to support AARPYork - 105 East 22nd Street - New Foundation's ExperienceYork, NY 10010 13-5562202 501(c)(3) 64,218. 0. Corps program.

Grant to support AARPCouncil of Independent Colleges Foundation's1 Dupont Circle NW, Suite 320 intergenerationalWashington, DC 20036 01-6004776 501(c)(3) 477,636. 0. volunteer programs.

Dallas City Workforce Grant to support AARP1201 Main Street, Suite 2700 Foundation's Back to WorkDallas, TX 75202 75-1924974 501(c)(3) 50,000. 0. 50+ program.Dallas County Local WorkforceDevelopment Board, Inc. - 1201 Grant to support AARPMain Street, Suite 2700 - Dallas, Foundation's Back to WorkTX 75202 75-1924974 501(c)(3) 12,000. 0. 50+ program.

Direct Relief27 S. La Patera LaneGoleta, CA 93117 95-1831116 501(c)(3) 50,000. 0. Grant for flood relief.

Duquesne University of the Holy Grant to support AARPSpirit - 600 Forbes Avenue - Foundation's Work ForPittsburgh, PA 15282 25-1035663 501(c)(3) 36,028. 0. Yourself @50+ program.

East Baton Rouge Council of Aging5790 Florida BlvdBaton Rouge, LA 70806 72-0637496 Government Entity 40,000. 0. Grant for flood relief.

Eastern Florida State College Grant to support AARP1519 Clearlake Road Foundation's Back to WorkCocoa, FL 32922 59-0920675 501(c)(3) 248,765. 0. 50+ program.El Camino CollegeCommunity Education Department, Grant to support AARP16007 Crenshaw Blvd - Torrance, CA Foundation's Work For90506 95-6001060 501(c)(3) 37,898. 0. Yourself @50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Elgin Community College Grant to support AARP1700 Spartan Drive Foundation's Back to WorkElgin, IL 60123 36-2600170 501(c)(3) 32,354. 0. 50+ program.

FDN Community Servings Grant to support AARP18 Marbury Terrace Foundation's HungerJamaica Plain, MA 02130 22-3154028 501(c)(3) 99,592. 0. program.Feeding Children Everywhere, Inc.DBA U.S. Hunger - 830 South Ronald Support for AARPReagan Blvd, Unit 142 - Longwood, Foundation's HungerFL 32750 27-3274349 501(c)(3) 250,000. 0. program.

Donation to support AARPFilm Collaborative Foundation's3405 Cazador Street intergenerationalLos Angeles, CA 90065 32-0295081 501(c)(3) 75,000. 0. volunteer programs.

Florida Institute of Technology Grant to support AARP150 W. University Blvd Foundation's Work ForMelbourne, FL 32901 59-6046500 501(c)(3) 38,000. 0. Yourself @50+ program.

Food Bank of Central and EasternNorth Caorlina - 1924 Capital Blvd Grant for Hurricane- Raleigh, NC 27604 56-1283426 501(c)(3) 15,000. 0. Matthew relief.

Albemarle Food Bank Food Pantry,Inc. - 109 Tidewater Way - Grant for HurricaneElizabeth City, NC 27909 56-1341658 501(c)(3) 15,000. 0. Matthew relief.

Generations Incorporated Grant to support AARP25 Kingston St. 4th Floor Foundation's ExperienceBoston, MA 02111 04-3227007 501(c)(3) 563,681. 0. Corps program.

Generations United Grant to support AARP25 E Street, NW Foundation's ExperienceWashington, DC 20001 31-1542973 501(c)(3) 35,000. 0. Corps program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Greater Baton Rouge Food Bank106000 South Choctaw DriveBaton Rouge, LA 70815 72-1065318 501(c)(3) 50,000. 0. Grant for flood relief.

Greater Cleveland Volunteers Grant to support AARP400 Oyster Point Blvd., Suite 501 Foundation's ExperienceSan Francisco, CA 94080 34-1356768 501(c)(3) 81,432. 0. Corps program.Habitat for Humanity of LouisianaState Support Organization, Inc. -5800 One Perkins Place, Suite 7B -Baton Rouge, LA 70808 20-3420425 501(c)(3) 150,000. 0. Grant for flood relief.

Harvard University Grant to support AARP79 John F Kennedy Street Foundation's HousingCambridge, MA 02138 04-2103580 501(c)(3) 10,000. 0. program.

Home Works of America, Inc.3823 W. Beltline Blvd Grant for HurricaneColumbia, SC 29204 56-2027026 501(c)(3) 25,000. 0. Matthew Relief.

Hope Ministries of Baton Rouge4643 Winbourne AvenueBaton Rouge, LA 70805 72-1245521 501(c)(3) 25,000. 0. Grant for flood relief.

Horry Council on Aging2214 North Main Street Grant for HurricaneConway, SC 29526 57-0620852 501(c)(3) 25,000. 0. Matthew Relief.

Iowa Center for Economic Success Grant to support AARP8345 University Blvd, Suite F Foundation's Work ForClive, IA 50325 20-1037604 501(c)(3) 38,000. 0. Yourself @50+ program.

Jefferson State Community College Grant to support AARP2601 Carson Road Foundation's Back to WorkBirmingham, AL 35215 63-0501357 501(c)(3) 110,443. 0. 50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Jewish Family and Career Servicesof Louisville, Inc. - 2821 Grant to support AARPKlempner Way - Louisville, KY Foundation's Work For40205 61-0444704 501(c)(3) 25,920. 0. Yourself @50+ program.

Johns Hopkins University Grant to support AARP525 N Wolfe Street Foundation's HousingBaltimore, MD 21205 52-0595110 501(c)(3) 60,000. 0. program.

Strong Food LA Kitchen Grant to support AARP230 W Avenue 26 Foundation's HungerLos Angeles, CA 90031 46-1639779 501(c)(3) 88,179. 0. program.

Lee Memorial Health System FDN Grant to support AARP16451 Health Park Commons #200 Foundation's HungerFort Myers, FL 33908 65-0645343 501(c)(3) 509,550. 0. program.

Legal Aid of North Carolina, Inc.224 S. Dawson St. Grant for HurricaneRaleigh, NC 27601-1306 31-1784161 501(c)(3) 30,000. 0. Matthew Relief.

Livingston Council on Aging949 Government St.Denham Springs, LA 70726 72-0737827 Government Entity 40,000. 0. Grant for Flood Relief.

Louisiana Association of UnitedWays - PO Box 3416 - Baton Rouge,LA 70821 20-4586416 501(c)(3) 150,000. 0. Grant for Flood Relief.

MAP for Nonprofits Grant to support AARP2314 University Avenue W., Suite 28 Foundation's ExperienceSt. Paul, MN 55114 41-1479097 501(c)(3) 251,250. 0. Corps program.

Meals on Wheels Association of Sponsorship of AnnualAmerica - 1550 Crystal Drive, Conference and Expo SNAPSuite 1004 - Arlington, VA 22202 23-7447812 501(c)(3) 40,402. 0. enrollment grant.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Memphis Tilth Grant to support AARP575 Suzette Foundation's HungerMemphis, TN 38126 81-0733686 6,891. 0. program.

Metropolitan Family Service Grant to support AARP230 NE 2nd Avenue #2 Foundation's ExperienceHillsboro, OR 97124 93-0397825 501(c)(3) 116,450. 0. Corps program.

Motion Picture & Television Fund Grant to support AARP23388 Mulholland Drive #220 Foundation's IsolationWoodland Hills, CA 91364 95-1652916 501(c)(3) 200,000. 0. program.

National Able Networks Grant to support AARP567 W. Lake Street, Suite 1150 Foundation's Back to WorkChicago, IL 60661 23-7339397 501(c)(3) 95,000. 0. 50+ program.

National Academy of Elder LawAttorneys - 1577 Spring Hill Road, Jerry FlorenceSuite 310 - Vienna, VA 22182 86-0620517 501(c)(3) 10,000. 0. Scholarship.

National Academy of Sciences Grant to support AARP500 5th St NW, Room 740 Foundation's HungerWashington, DC 20036 53-0196932 501(c)(3) 25,000. 0. program.National Consumer Voice forQuality Long Term Care - 1001 Sponsorship of QualityConnecticut Ave NW - Washington, Long Term Care's annualDC 20036 52-1122531 501(c)(3) 10,000. 0. conference.

National Health Law Program Sponsorship of the3701 Wilshire Blvd, #750 National Health & LawLos Angeles, CA 90010 95-3080947 501(c)(3) 20,000. 0. Program's conferences.

Northeast Florida Area Agency onAging - 10688 Old St Augustine Rd Grant for Hurricane- Jacksonville, FL 32257 59-1569867 501(c)(3) 25,000. 0. Matthew Relief.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Nourish Knoxsville, Inc. Grant to support AARPPO Box 2422 Foundation's HungerKnoxville, TN 37901 46-2030131 501(c)(3) 5,077. 0. program.

Outreach, Inc.301 Center Street Support for adults 50+ inUnion, IA 50258 20-0636360 501(c)(3) 396,792. 0. need of food assistance.

PIMA Community College Grant to support AARP4905 East Broadway, Suite 113 Foundation's Back to WorkTucson, AZ 85709-4905 86-0208787 501(c)(3) 167,000. 0. 50+ program

Read to Succeed Buffalo, Inc. Grant to support AARP392 Pearl Street Foundation's ExperienceBuffalo, NY 14202 26-3606661 501(c)(3) 46,897. 0. Corps program.

Rebuilding Together Baton Rouge,Inc. - PO Box 1109 - Baton Rouge,LA 70892 20-1459780 501(c)(3) 25,000. 0. Grant for Flood Relief.Rhode Island Public HealthInsititute - 1212 South Main Grant to support AARPStreet, Box G-S121-8 - Providence, Foundation's HungerRI 02912 05-0474726 501(c)(3) 750,000. 0. program.

Root Cause Coalition Grant to support AARP1120 G Street NW, Suite 1000 Foundation's HungerWashington, DC 20005 47-5126498 501(c)(3) 125,000. 0. program.Rutherford County Farmer's MarketRutherford Cty. Ttee, Rm. 102, Donation to support AARPPublic Square CH - Murfreesboro, Foundation's HungerTN 37130 62-6017922 6,091. 0. program.

Sacramento Chinese Community Grant to support AARPServices - 420 I ST. #5 - Foundation's ExperienceSacramento, CA 95814 94-2581434 501(c)(3) 53,950. 0. Corps program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Sacramento Employment & Training Grant to support AARPAgency - 925 Del Paso Blvd - Foundation's Back to WorkSacramento, CA 95815 94-6000529 Government Agency 120,000. 0. 50+ program.

Salvation Army1424 Northeast ExpresswayBrookhaven, GA 30329 58-0660607 501(c)(3) 250,000. 0. Grant for flood relief.

San Francisco Gen Hospital Grant to support AARP2789 25th St. #2028 Foundation's HungerSan Francisco, CA 94110 94-3189424 501(c)(3) 400,000. 0. program.

San Juan College Retiree Health Grant to support AARPTrust - 4601 College Blvd - Foundation's Work ForFarmington, NM 87402 85-0295969 501(c)(9) 27,605. 0. Yourself @50+ program.

Santa Fe College Grant to support AARP3000 NW 83rd St, Bldg. R, Rm. 211D Foundation's Back to WorkGainesville, FL 32606 59-1207627 501(c)(3) 155,026. 0. 50+ program.

Santa Fe Community College Grant to support AARP6401 Richards Ave Foundation's Back to WorkSanta Fe, NM 87508 85-0311615 501(c)(3) 61,355. 0. 50+ program.Second Harvest Food Bank ofGreater New Orleans and Acadiana -700 Edwards Avenue - New Orleans,LA 70123 72-0956468 501(c)(3) 50,000. 0. Grant for flood relief.

South Arkansas Community College Grant to support AARPPO Box 7010, 300 SW Ave Foundation's Work ForEl Dorado, AR 71721-7010 71-0718948 501(c)(3) 31,273. 0. Yourself @50+ program.

Southeast Community Capital Grant to support AARPCorporation - 201 Venture Circle - Foundation's Work ForNashville, TN 37228 62-1823596 501(c)(3) 19,000. 0. Yourself @50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Southeast Louisiana Legal ServicesCorporation - 1010 Common St.,Suite 1400A - New Orleans, LA70119 72-0877422 501(c)(3) 50,000. 0. Grant for flood relief.

St. Bernard Project, Inc.2645 Toulouse StreetNew Orleans, LA 70119 26-2189665 501(c)(3) 25,000. 0. Grant for Flood Relief.State of Tennessee Dept HHSCitizens Plaza Building, 400 Grant to support AARPDeaderick Street - Nashville, TN Foundation's Hunger37243-1403 62-6001445 Government Entity 8,170. 0. program.

Store to Door Grant to support AARP1935 County Road B2 W Suite 250 Foundation's HungerRoseville, MN 55113 41-1433859 501(c)(3) 130,000. 0. program.

Tarrant Community College Grant to support AARP1500 Houston Street Foundation's Back to WorkFort Worth, TX 76102 75-1217163 501(c)(3) 19,188. 0. 50+ program.

Top Box Grant Grant to support AARP202A Merchandise Mart Plaza Foundation's HungerChicago, IL 60654 45-3930886 501(c)(3) 225,000. 0. program.

Tri County Tech College Grant to support AARPPO Box 587 Foundation's Back to WorkPendleton, SC 29670 57-0734955 501(c)(3) 88,000. 0. 50+ program.

United Way California Capital Grant to support AARPRegion - 10389 Old Placerville Rd Foundation's Experience- Sacramento, CA 95827 94-1225382 501(c)(3) 75,658. 0. Corps program.United Way of Central Georgia,Inc. - 277 Martin Luther King Jr. Grant to support AARPBlvd., Suite 301 - Macon, GA Foundation's Experience31202-1302 58-0639811 501(c)(3) 40,703. 0. Corps program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





United Way of North Carolina875 Walnut Street, Suite 150 Grant for HurricaneCary, NC 27511 56-0564547 501(c)(3) 125,000. 0. Matthew Relief.

University of Washington Grant to support AARP1144 Communications Building Foundation's IsolationSeattle, WA 98195 91-6001537 501(c)(3) 750,000. 0. program.

University of Maine System Grant to support AARP331 Water Street Foundation's Work ForAugusta, ME 04330 01-6000769 Government Entity 38,000. 0. Yourself @50+ program.University of Miami1320 S. Dixie Highway, Gables One Donation to support AARPTower Suite 150 - Coral Gables, FL Foundation's Housing33146 59-0624458 501(c)(3) 14,362. 0. program.

Uplift Solutions, Inc. Grant to support AARP700 Delsea Drive Foundation's HungerWestville, NJ 08093 94-3471934 501(c)(3) 75,000. 0. program.

Volunteers of America Minnesota Grant to support AARP7625 Metro Blvd Foundation's ExperienceMinneapolis, MN 55439 41-1554078 501(c)(3) 96,032. 0. Corps program.

Washington Area Community Grant to support AARPInvestment - 2012 Rhode Island Foundation's Work ForAve. NE - Washington, DC 20018 54-1442466 501(c)(3) 36,624. 0. Yourself @50+ program.Wisconsin Womens BusinessInitiative Corporation - 1553 N. Grant to support AARPRiver Center Drive - Milwaukee, WI Foundation's Work For53212 39-1597954 501(c)(3) 38,000. 0. Yourself @50+ program.

Womens Opportunities Resource Grant to support AARPCenter - 2010 Chestnut Street - Foundation's Work ForPhiladelphia, PA 19103 23-2741508 501(c)(3) 38,000. 0. Yourself @50+ program.

63224104-01-16


(a) (b) (c) (d) (e) (f) (g) (h)







Amount of non-cash

assistance

Method of valuation





Workforce Connections Grant to support AARP6330 W. Charleston Blvd., Suite 150 Foundation Back to WorkLas Vegas, NV 89146 88-0467645 501(c)(3) 120,000. 0. 50+ program.

Youth Co-op Amend Grant to support AARP3525 NW 7 Street Foundation Back to WorkMiami, FL 33125 23-7320351 501(c)(3) 400,000. 0. 50+ program.

YMCA of San Francisco and Marin Grant to support AARP940 Powell Street Foundation's Work ForSan Francisco, CA 94108 94-0997420 501(c)(3) 38,000. 0. Yourself @50+ program.Area Agency on Aging of CentralFlorida dba Senior ResourceAlliance - 988 Woodcock Rd., Suite Grant for Hurricane200 - Orlando, FL 32803 59-3144723 501(c)(3) 25,000. 0. Matthew Relief.

Together Baton Rouge2019 Government StreetBaton Rouge, LA 70806 80-0581861 501(c)(3) 30,000. 0. Grant for flood relief.

DC Central Kitchen - The Campus Grant to support AARPKitchens Project, Inc. - 19 I Foundation's HungerStreet NW - Washington, DC 20001 52-1584936 501(c)(3) 563,436. 0. Program.

Central Plains Foundation, Inc. Grant to support AARP33560 Hwy 183 Foundation's Work ForMiller, NE 68858 47-0764457 501(c)(3) 32,500. 0. Yourself @50+ program.

Helpage USA1730 M Street NW, Suite 1000 Grant for HurricaneWashington, DC 20036 43-1750256 501(c)(3) 225,000. 0. Matthew Relief.

Grant for HurricaneHabitat for Humanity Matthew Relief & TheInternational, Inc. - 121 Habitat Aging in PlaceStreet - Americus, GA 31709 91-1914868 501(c)(3) 254,550. 0. Initiative.

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.


SCSEP Enrollee Wages and Benefits (see Page 3,Part III, Line 4a) 13000 58,264,415. 0.

Experience Corps Mentoring & Tutoring Stipends 1303 575,425. 0.

Part I, Line 2:

AARP Foundation has written grant agreements in place with financial and

programmatic reporting requirements. The reports are reviewed and final

payments are not made until all work has been completed.

OMB No. 1545-0047


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

||


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


SCHEDULE J(Form 990)

Part I Questions Regarding Compensation

Compensation Information

2016


XX

X

X

X XX

XXX

XX

XX

X

X

632112 09-09-16

2

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


(1) BARBARA ANN O'CONNOR 0. 0. 0. 0. 0. 0. 0.BOARD MEMBER until 6/3/16 10,842. 0. 0. 0. 0. 10,842. 0.(2) LISA MARSH RYERSON 314,951. 78,816. 2,178. 10,577. 19,639. 426,161. 0.PRESIDENT 0. 0. 0. 41,738. 0. 41,738. 0.(3) PATRICIA D. SHANNON 277,111. 58,934. 1,959. 10,600. 11,557. 360,161. 0.CFO & SENIOR VICE PRESIDENT 0. 0. 0. 41,738. 0. 41,738. 0.(4) DAVID WHITEHEAD 261,905. 54,834. 2,056. 10,600. 20,293. 349,688. 0.SVP & CHIEF DEVELOPMENT OFFICER 9,098. 0. 0. 41,738. 0. 50,836. 0.(5) WILLIAM A. RIVERA 225,000. 0. 518. 8,308. 1,312. 235,138. 0.SENIOR VICE PRESIDENT OF LITIGATION 0. 0. 0. 35,438. 0. 35,438. 0.(6) EMILY S. ALLEN 206,077. 52,582. 1,447. 10,346. 12,317. 282,769. 0.VP - INCOME PROGRAM 0. 0. 0. 40,739. 0. 40,739. 0.(7) COREY HASTINGS 181,565. 38,509. 348. 8,803. 13,902. 243,127. 0.VP - SCSEP 0. 0. 0. 34,662. 0. 34,662. 0.(8) KEANNE C. HENRY 181,832. 36,028. 1,075. 3,051. 5,571. 227,557. 0.VP EXPERIENCE CORPS 0. 0. 0. 34,313. 0. 34,313. 0.(9) BARBARA JONES 183,790. 26,206. 1,822. 7,585. 12,218. 231,621. 0.SENIOR ATTORNEY 1,016. 0. 0. 33,234. 0. 34,250. 0.(10) LAURIE A. MCCANN 182,422. 30,795. 1,406. 8,814. 19,909. 243,346. 0.SENIOR ATTORNEY 7,123. 0. 0. 34,704. 0. 41,827. 0.(11) LESTER F. STRONG 222,249. 44,301. 4,321. 10,219. 16,791. 297,881. 0.PRINCIPAL GIFT OFFICER 0. 0. 0. 41,738. 0. 41,738. 0.(12) STEPHEN VENUTE 189,061. 43,439. 1,223. 6,217. 6,531. 246,471. 0.VP - CORP & FOUNDATION RELATIONS 2,393. 0. 0. 36,996. 0. 39,389. 0.

632113 09-09-16

3

Part III Supplemental Information



Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.


Part I, Line 1a:

All non-employee officers and directors for AARP Foundation serve on a

volunteer basis and are not compensated for their generous commitment to

AARP Foundation. The officers, directors, and key employees are reimbursed

by AARP Foundation for travel and subsistence costs incurred in carrying

out their duties. In addition, all non-employee officers and directors are

reimbursed for travel and subsistence costs incurred for spouses/companions

accompanying them to Foundation functions. All spouse/companion travel

reimbursements, including tax gross-up payments, are treated as taxable

income and Form 1099-MISC are issued as required by law.

Board members L. Johnson, Daly, Lane, Georges, Pratt, O'Connor and Kelly

sat on both the AARP board and the AARP Foundation board. AARP pays all

spouse/companion travel expenses for these board members and issues the

required 1099-MISC with the applicable income tax gross-up payment. Board

members Gutierrez, H. Johnson, Adame, Miller, Cutler, Ulsh, Edmond and Daw

sat only on the AARP Foundation board and AARP Foundation pays all

spouse/companion travel expenses.

632113 09-09-16

3

Part III Supplemental Information



Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.


Part I, Line 5:

AARP Foundation participates in AARP's enterprise-wide compensation plan.

Under that compensation plan, numerous organizational factors are

considered in employee compensation, of which gross revenues is one.

OMB No. 1545-0047


Does the organization maintain adequate books and records to support the final allocation of proceeds?

632121 10-19-16

SCHEDULE K(Form 990) | Complete if the organization answered "Yes" on Form 990, Part IV, line 24a. Provide descriptions,

explanations, and any additional information in Part VI. Open to PublicInspection| Attach to Form 990. | Information about Schedule K (Form 990) and its instructions is at


Part I Bond Issues

(a) (b) (c) (d) (e) (f) (g) (h) (i)

Yes No Yes No Yes No

A

B

C

D

Part II Proceeds

A B C D

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

Yes No Yes No Yes No Yes No

Part III Private Business Use

A B C D

1

2


For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule K (Form 990) 2016

Defeased On behalfof issuer


Issuer name Issuer EIN CUSIP # Date issued Issue price Description of purpose Pooledfinancing

Amount of bonds retired

Amount of bonds legally defeased

��

��

Total proceeds of issue

Gross proceeds in reserve funds

��

��

Capitalized interest from proceeds ��

Proceeds in refunding escrows ��

Issuance costs from proceeds

Credit enhancement from proceeds

Working capital expenditures from proceeds

��

��

��

Capital expenditures from proceeds

Other spent proceeds

Other unspent proceeds

Year of substantial completion

��

��

��

��

Were the bonds issued as part of a current refunding issue? ��

Were the bonds issued as part of an advance refunding issue?

Has the final allocation of proceeds been made?

��

��

��

Was the organization a partner in a partnership, or a member of an LLC,

which owned property financed by tax-exempt bonds? ��

Are there any lease arrangements that may result in private business use of

bond-financed property? ��

LHA


Supplemental Information on Tax-Exempt Bonds2016


District of Columbia 53-6001131254839H48 10/21/04 25,000,000.Purchase ofoffice space X X X

25,000,000.

23,688,767.1,311,233.

2004

XX

XX

X

X

632122 10-19-16

2

Part III Private Business Use

A B C D

3a

b

c

d


4

5

6

7

8

9

a

b

c

Part IV Arbitrage

A B C D

1

2

3

4


a

b

c

a

b

c

d

e

Schedule K (Form 990) 2016

(Continued)

Are there any research agreements that may result in private business use of bond-financed property?

Schedule K (Form 990) 2016 Page

Are there any management or service contracts that may result in private

business use of bond-financed property? ��

If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside

counsel to review any management or service contracts relating to the financed property?

If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside

counsel to review any research agreements relating to the financed property? ��

Enter the percentage of financed property used in a private business use by

entities other than a section 501(c)(3) organization or a state or local government �� | % % % %

Enter the percentage of financed property used in a private business use as a result of

unrelated trade or business activity carried on by your organization, another

section 501(c)(3) organization, or a state or local government �� | % % % %

Total of lines 4 and 5 �� % % % %

Does the bond issue meet the private security or payment test? ��

Has there been a sale or disposition of any of the bond-financed property to a non-

governmental person other than a 501(c)(3) organization since the bonds were issued?

If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed

of �� % % % %

If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections

1.141-12 and 1.145-2? ��

Has the organization established written procedures to ensure that all nonqualified

bonds of the issue are remediated in accordance with the requirements under

Regulations sections 1.141-12 and 1.145-2? ��

Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and

Penalty in Lieu of Arbitrage Rebate? ��

If "No" to line 1, did the following apply? ��

Rebate not due yet?

Exception to rebate?

��

��

No rebate due? ��

If "Yes" to line 2c, provide in Part VI the date the rebate computation was

performed ��

Is the bond issue a variable rate issue? ��

Has the organization or the governmental issuer entered into a qualified

hedge with respect to the bond issue? ��

Name of provider ��

Term of hedge

Was the hedge superintegrated?

Was the hedge terminated?

��

��

��


X

X

.40

.40X

X

X

X

XXX

X

X

632123 10-19-16

3

Part IV Arbitrage

A B C D


a

b

c

d

5

6

7

Part V Procedures To Undertake Corrective Action

A B C D


Part VI Supplemental Information.

Schedule K (Form 990) 2016

(Continued)Schedule K (Form 990) 2016 Page

Were gross proceeds invested in a guaranteed investment contract (GIC)? ��

Name of provider

Term of GIC

��

��

Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied?

Were any gross proceeds invested beyond an available temporary period? ��

Has the organization established written procedures to monitor the requirements of

section 148? ��

Has the organization established written procedures to ensure that violations of

federal tax requirements are timely identified and corrected through the voluntary

closing agreement program if self-remediation isn't available under applicable

regulations? ��

Provide additional information for responses to questions on Schedule K. See instructions


X

X

X

X

OMB No. 1545-0047


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)



For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2016)


LHA


SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2016


Form 990, Part I, Line 1, Description of Organization Mission:

AARP Foundation serves vulnerable people 50+ by creating and advancing

effective solutions that help them secure the essentials.

Form 990, Part III, Line 1, Description of Organization Mission:

AARP Foundation wants to win back opportunity for those now in crisis,

so thousands of vulnerable low-income Americans 50+ can regain their

foothold, continue to serve as anchors for their families and

communities and ensure that their best life is still within reach.

Form 990, Part III, Line 4d, Other Program Services:

Hunger-

AARP Foundation's Hunger Impact Area is dedicated to ending hunger

among older Americans (50+) by focusing on sustainable, long-term

public health and market-driven solutions to help meet the dietary

needs of older adults, especially those of the nearly ten million food

insecure. Our two pillars focus on: 1) Hunger as a health issue and 2)

Maximizing value for the low-income consumer through the food supply

chain to ensure we are improving access to safe, affordable, nutritious

foods that focus on health promotion and chronic disease prevention.

Expenses $ 6,499,479. including grants of $ 4,467,232. Revenue $ 15,000

Grants to AARP-

AARP Foundation has awarded grants to AARP to further the Foundation's

632212 08-25-16

2


Schedule O (Form 990 or 990-EZ) (2016)

Schedule O (Form 990 or 990-EZ) (2016) Page

Name of the organizationAARP Foundation 52-0794300

charitable mission of helping low income older Americans meet basic

needs through programs that focus on care giving, nursing, community

centers, asset protection and driver safety as a tool to combat

isolation.

Expenses $ 4,297,664. including grants of $ 4,297,664. Revenue $ 0.

Back to Work 50+ -

AARP Foundation launched BACK TO WORK 50+ to increase the services and

resources available to 50+ job candidates nationally and in communities

and to facilitate their access to in-demand jobs. BACK TO WORK 50+ was

launched in 2013 in three communities and served 2400 people. In 2016,

the program served over 10,000 through the Contact Center, and over

4,000 through local community partners (www.aarp.org/backtowork50plus).

In 2014 the program was awarded a Social Innovation Fund grant from

the Corporation for National and Community Service to evaluate and

scale the model. BACK TO WORK 50+ provides job search guides,

workshops, and coaching for struggling jobseekers 50 and older to help

them regain their confidence, and refresh their skills so they can

continue to work for as long as needed.

Expenses $ 3,945,851. including grants of $ 2,211,792. Revenue $ 0.

Litigation-

AARP Foundation Litigation (AFL) works to protect and preserve the

legal rights of individuals aged 50+ by representing them in

significant court cases and by writing amicus curiae ("friend of the

court") briefs. Legal advocacy focuses on widespread practices or

policies of industry, business, or government that affect older

Americans' day-to-day lives including age and disability discrimination

632212 08-25-16

2





in employment, pensions, financial fraud including predatory lending,

health and long-term care, disability, and government and public

benefits. www.aarp.org/aarp-foundation/legal_advocacy/

Expenses $ 3,897,930. including grants of $ 52,500. Revenue $ 0.

Finances 50+ -

AARP Foundation provides low-income older adults with financial

education and charitable services about how to manage finances and find

work opportunities to become more financially stable. All of our

financial inclusion work is underpinned by our evidenced-based

financial capability curriculum, Finances 50+, which is designed to

motivate and empower participants to take charge of their financial

future and make the most of the financial resources they have. Finances

50+ materials cover budgeting and goal setting, taking charge of credit

and debt, and developing a savings plan and protecting your assets.

Exercises and resources are designed to provide motivation, education,

and support for positive action to help participants reach their

self-defined goals-whatever they may be-and build financial habits that

will help them thrive. Small group workshops are led by trained

volunteer facilitators and hosted by local nonprofits and other

organizations. AARP Foundation Finances 50+ provided financial

capability training to over 5700 participants since 2013. Over 150

iterations of this three workshop series was offered by 15 different

organizations nationwide, including those in Arizona, California,

Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire,

New York, Washington State and Washington, DC.


632212 08-25-16

2





Housing-

The Housing Impact Area is focused on providing solutions to the at

least 19 million low-income 50+ households living in unaffordable

and/or inadequate housing. In 2016, the Foundation provided foreclosure

prevention information and supported the preservation or production of

over 3,000 homes through counseling, home retrofits/repairs and

development, and committed over $300,000 in grants. Building on the

2014 research study "Housing America's Older Adults," in 2016, AARP

Foundation completed the Home Today, Home Tomorrow design competition,

which culminated in retrofitting a home in Memphis Tennessee and

working with a local Memphis nonprofit to transfer the home to a

low-income senior veteran. The Foundation also has several innovation

projects in development and has assisted a national nonprofit in

developing a new financing model that will provide housing to

low-income seniors in assisted living as well as their families. The

Foundation continues its role as a thought leader by convening industry

experts on aging-in-place and health-and-housing matters.

Expenses $ 1,509,790. including grants of $ 298,912. Revenue $ 243,993.

Isolation-

More than 8 million older adults are socially isolated and, therefore,

at risk of poor health. The number of vulnerable Americans age 50+ who

are experiencing isolation has been on the rise and is expected to

increase in the coming years. AARP Foundation's Isolation work is

focused on developing and delivering solutions that help vulnerable

individuals over 50 stay socially connected, prevent isolation, and

improve related health outcomes.

Strong social connections are central to our physical and mental

632212 08-25-16

2





well-being. But when vulnerable older adults experience setbacks, they

may become disconnected and isolated.

Because the issue of social isolation is so complex, AARP Foundation

spearheaded Connect2Affect to seek out solutions. Through research and

innovative efforts, we're working to create a deeper understanding of

loneliness and isolation, draw crucial attention to the issue, and

catalyze action to end social isolation among older adults.

Our goal is to create a network of resources that meets the needs of

anyone who is isolated or lonely, and that helps build the social

connections older adults need to thrive.


Work for Yourself@50+ -

Many low income older adults are considering self-employment to

increase their income but may not know where to start. AARP

Foundation's Work for Yourself@50+ program guides individuals through a

process to help them decide whether being self-employed is right for

them. Our goal is to help them identify the right options, and point

them to additional resources to help them get started. We share the

first steps they should take and caution them about mistakes to avoid.

Expenses $ 794,580. including grants of $ 588,848. Revenue $ 0.

Consumer Fraud Prevention-

AARP Foundations helps low income older adults maintain their income by

learning how to recognize, refuse and report financial fraud, scams and

abuse. AARP Foundation has been at the forefront of fighting fraud for

years and is one of only a few national organizations providing fraud

prevention programs and services designed specifically for older

632212 08-25-16

2





adults. AARP Foundation currently operates three call centers (Seattle,

Denver and Atlanta) that enable us to scale our operations nationally.

AARP Foundation's consumer fraud peer counseling program using highly

trained staff and volunteers work to educate the most vulnerable

consumers, increasing resistance among chronic lottery fraud victims.

In addition, AARP Foundation provides customized consumer education and

training through multiple channels including in person, online and

through publications. In 2016, the combined AARP Foundation consumer

fraud prevention programs reached over 130,000 vulnerable older adults.

www.aarpelderwatch.org.

Expenses $ 615,615. including grants of $ 280. Revenue $ 0.

Income Security-

AARP Foundation is creating new platforms for ensuring that low income

older adults have opportunities to continue to generate income and

manage and protect that income more effectively.

Expenses $ 264,527. including grants of $ 199,770. Revenue $ 0.

Various Grants, Contributions and Other Programs-

AARP Foundation launched Age Strong the social investment initiative

that represents a new way for people and organizations to help the low

income, vulnerable 50+ by supporting innovative, effective solutions to

the problems so many older adults face in the areas of hunger, housing,

income and isolation. The Foundation also sponsored events and

conferences that highlighted tangible ways to create more opportunity

in America for low-income seniors, supported relief for older victims

of Hurricane Matthew and the 2016 Louisiana floods, and engaged in

educational initiatives to help low-income seniors retain and protect

632212 08-25-16

2





assets.

Expenses $ 13,248,119. incl grants of $ 2,177,636. Revenue $ 95,596.

Form 990, Part V, Line 4b, List of Foreign Countries:

China, Germany, Indonesia, Israel,

Macau, Malta, Netherlands, South Korea,

Sweden

Form 990, Part VI, Section A, line 4:

Amendments to the Foundation Bylaws were approved at AARP Foundation's

board meeting on August 10, 2016. The amendments clarify how many directors

may serve on the Foundation Board, both affiliated with AARP and

unaffiliated, and ensure that the unaffiliated directors shall constitute a

simple majority, except in circumstances when a temporary vacancy exists.

These were then approved by the AARP Board of Directors on September 29,

2016.

Form 990, Part VI, Section A, line 7a:

The AARP Board of Directors appoints up to ten voting members of the AARP

Foundation Board of Directors. Up to four of the AARP Foundation Board

members may be current AARP Board members. The remaining board members

shall be unaffiliated with AARP.

Form 990, Part VI, Section A, line 7b:

The AARP Board of Directors appoints up to ten voting members of the AARP

Foundation Board of Directors. Up to four of the AARP Foundation Board

members may be current AARP Board members. The remaining board members

shall be unaffiliated with AARP. An AARP Foundation Board member may be

632212 08-25-16

2





removed, with or without cause, by formal action of the AARP Foundation

Board of Directors, designating a successor. The AARP Foundation Bylaws

provide that no amendments to the Bylaws adopted by the Foundation may take

effect until approved by the AARP Board of Directors.

Form 990, Part VI, Section B, line 11b:

The Form 990 for AARP Foundation ("Foundation") is prepared by an outside

consultant and reviewed by AARP Foundation's CFO and President and other

internal reviewers. The Form 990 is then provided to the AARP Foundation

Board of Directors. Once all reviews are complete, the return is

electronically filed with the Internal Revenue Service.

Form 990, Part VI, Section B, Line 12c:

Annually, all board members and employees (including officers) are required

to review the Code of Conduct, formally acknowledge their understanding of

the Code, and disclose any real or potential conflicts of interest.

Disclosures are reviewed by appropriate management (or in the case of a

board member, the Board Chair, and if necessary, the Board of Directors),

and the Ethics & Compliance Office. The appropriate resolution plan is

implemented (for example, recusal from participating in any deliberations

and decisions relevant to the disclosure). The Ethics & Compliance Office

monitors compliance with these requirements and ensures proper follow-up as

needed.

Form 990, Part VI, Section B, Line 15:

Through its shared services agreement with AARP, AARP Foundation

participates in AARP's enterprise-wide compensation reviews. AARP has a

competitive position in the marketplace that considers relevant for-profit

632212 08-25-16

2





and not-for-profit data since this is the landscape in which AARP and its

affiliates compete for talent. Establishing the appropriate compensation

for positions and jobs considers external market pricing (where possible)

from an independent, third party compensation consulting firm, internal

criteria, and an individual's actual performance and contribution.

Internal criteria is based on a standard approach that measures the

internal value of positions, including: complexity and scope of

responsibility, skill set and competencies, education and experience, and

the reporting relationship of the position. An individual's actual

performance and contribution is measured through AARP's performance

management approach and then rewarded through AARP's annual base pay merit

and incentive award programs. This process applies to all employees of the

Foundation including the President, CFO, and key employees.

Based on the process described above, the AARP Foundation Board Chair

approves adjustments to the President's compensation package.

Form 990, Part VI, Section C, Line 18:

AARP Foundation makes its Form 990 available for public inspection on its

website and upon request to the AARP Foundation's Office of the CFO.

Form 990, Part VI, Section C, Line 19:

AARP Foundation makes its audited financial statements available for public

inspection on its website and upon request to the AARP Foundation's Office

of the CFO.

Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees

AARP Foundation has a standard 40 hour work week and are the average

632212 08-25-16

2





hours disclosed on Form 990. Officers, key employees, and highest

compensated employees often work in excess of that amount.

Part VII, Sec. B, Independent Contractors

AARP Foundation entered into a Community Program Agreement with the

Miami Dolphins, Ltd., a Florida limited partnership, and South Florida

Stadium LLC, a Florida limited liability company, (collectively the

"Dolphins Parties") on May 1, 2014.

As AARP Foundation and the Dolphins Parties have a mutual interest in

the well-being of the 50+ year old community in the South Florida area,

and particularly in engaging volunteers to serve the lower income 50+

community through charitable programs, the Agreement represents the

parties intent to embark on a long term relationship designed to impact

the 50+ community in the South Florida area through four (4) key areas:

Hunger, Housing, Income and Isolation.

Form 990, Part XI, line 9, Changes in Net Assets:

Rounding adjustment 1.

OMB No. 1545-0047


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


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, 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


foreign country)

Exempt Codesection

Public charitystatus (if section

501(c)(3))

Direct controllingentity

LHA


Related Organizations and Unrelated Partnerships

2016


AARP - 95-1985500 Social welfare601 E Street, NW organization dedicated toWashington, DC 20049 persons over age 50 District of Columbia 501(c)(4) N/A N/A 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 Public charity providing601 E Street, NW legal assistance/educationWashington, DC 20049 to DC elderly residents District of Columbia 501(c)(3) 509(a)(1) AARP XExperience Corps - 26-3698436 Engages adults aged 50+ as2120 L Street, NW tutors & mentors forWashington, DC 20049 school children nationwide District of Columbia 501(c)(3) 509(a)(1) AARP Foundation X

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)



foreign country)

Exempt Codesection

Public charitystatus (if section

501(c)(3))

Direct controllingentity


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) N/A AARP X

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.


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.


Primary activity Direct controllingentity

Type of entity(C corp, S corp,

or trust)

Share of totalincome

Share ofend-of-year

assets

Percentageownership


AARP Financial Services Corporation -52-1367607, 601 E Street, NW, Washington, DC Real Estate Holding20049 Company DE AARP C CORP 0. 0. .00% XAARP Services, Inc. - 52-2141065601 E Street, NW Quality Control andWashington, DC 20004 Research DE AARP C CORP 0. 0. .00% XThe H Wayne and Anne D Barbetti CharitableRemainder Unitrust - 20-6379297, 5011 Haven Charitable RemainderAvenue, Ocean City, NJ 08226 Trust NJ N/A TRUST 0. 0. .00% X

632163 09-06-16

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)



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


XXX

XX

XXXXX

XXXX

X

XX

XX

AARP, Inc. - Bond standby agreement E 25,000,000.In the event of defaultAARP, Inc. - Cash contributions andendowment C 135,757,687.Cash paidAARP, Inc. - Grant awards to AARP forperformance of charitable activities B 4,297,664.Grant agreements

AARP, Inc. - In-kind advertising M 6,339,130.Publication space market value

AARP, Inc. - In-kind rent M 4,551.Costs incurred

AARP, Inc. - In-kind shared services M 23,530,623.Allocable cost

63222504-01-16

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, Inc. - Mailing lists N 0.See supplemental information

AARP, Inc. - Maintenance & telephone P 752,565.Costs incurred

AARP, Inc. - Shared employee salary P 712.Actual salary for time reported

AARP, Inc. - Shared employee salary Q 272,704.Actual salary for time reportedAARP, Inc. - $25k Annual fee line ofcredit R 25,000.Cash paid

AARP Institute - In-kind shared services L 22,824.Allocable cost

AARP Services, Inc. - Cash contributions C 20,500.Cash paid

AARP Services, Inc. - Sponsorship M 15,000.Cash paidAndrus Insurance Fund, Inc. - Workers'comp & other insurance R 2,088,680.Premiums paid

Experience Corps C 886,840.Cash paid

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


Predominant income(related, unrelated,

excluded from tax undersections 512-514)

Code V-UBIamount in box 20of Schedule K-1

(Form 1065)



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


632165 09-06-16

5



Provide additional information for responses to questions on Schedule R. See instructions.

Part VII Supplemental Information.


Schedule R, Part V, Line 2(a)(6)

AARP Foundation and AARP, its parent organization, share mailing lists.

AARP does not rent its mailing list to other organizations, so a fair

market value of the benefit to the Foundation has not been established.

The AARP list is much larger and thus presumably more valuable than the

Foundation list. Moreover, the vast majority of names on the AARP

Foundation list are already on the AARP list, as they are also AARP

members.

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


(Including Information on Listed Property)

Part I

Part II

Part III

Part IV

Depreciation and Amortization4562 2016

J

9

990

AARP Foundation Form 990 Page 10 52-0794300

500,000.

2,010,000.

1,457,560.

1,457,560.

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

! !! !! !! !! !! !!

! !! !


17,260.17,260.

Join & Explore the Benefits - ...(Rev. January 2017) OMB No. 1545-1709 You can electronically file...

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