SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
AARP
 
Employer identification number

95-1985500
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) AARP Properties LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE     AARP
 
(2) AARP 650 F 2-3 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE     AARP
 
(3) AARP 650 F 4-5 LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE     AARP
 
(4) AARP Carson Place LLC
601 E Street NW
Washington,DC20049
95-1985500
Real estate holding company DE     AARP
 
(5) AARP Watson Plaza LLC
601 E Street NW
Washington,DC20049
95-1985500
inactive DE     AARP
 
(6) AARP Andrus Insurance Fund LLC
601 E Street NW
Washington,DC20049
95-1985500
Insurance captive DC     AARP
 
(7) AARP Brain Health Fund LLC
601 E Street NW
Washington,DC20049
82-4300076
Investment fund to support dementia and other brain health research DE     AARP
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

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

Washington,DC20049
52-0794300
Foundation dedicated to persons over 50 at social and economic risk DC 501(c)(3) 509(a)(1) AARP
 
Yes
 
(2)Legal Counsel for the Elderly
601 E Street NW

Washington,DC20049
52-1194741
Provides free or low cost legal assistance and education to DC elderly DC 501(c)(3) 509(a)(1) AARP
 
Yes
 
(3)Wish of a Lifetime
303 East 17th Ave Ste 850

Denver,CO80203
26-2123649
Shift how society values seniors by granting/sharing lifelong wishes CO 501(c)(3) 509(a)(1) AARP
 
Yes
 
(4)Older Adults Technology Services
168 7th Street Suite 3A

Brooklyn,NY11215
55-0882599
Harness the power of technology to change the way we age. NY 501(c)(3) 509(a)(1) AARP
 
Yes
 
(5)AARP Insurance Plan
601 E Street NW

Washington,DC20049
52-6069387
Grantor Trust holding certain AARP group health insurance policies DC 501(c)(4)   AARP
 
Yes
 
(6)AARP Foundation Trust co BlackRock Instl Trust Company
400 Howard Street

San Francisco,CA94105
30-6645384
Grantor Trust holding certain exchange traded funds in investment portfolio CA 501(c)(3) 509(a)(1) AARP Foundation
 
 
No
(7)AARP Trust co BlackRock Institutional Trust Company NA TTE
400 Howard Street

San Francisco,CA94105
30-6645385
Grantor Trust holding certain exchange traded funds in investment portfolio CA 501(c)(4)   AARP
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












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

601 E Street NW
Washington,DC20049
52-1367607
Real estate holding company DE AARP
 
C 360,724 6,943,364 100.000 % Yes  
(2) AARP Services Inc (consolidated)

620 F Street NW
Washington,DC20004
52-2141065
Quality control and research DE AARP
 
C 158,291,055 102,744,796 100.000 % Yes  










Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AARP Foundation (cash contributions)

B 7,766,838 cash paid
(2) AARP Foundation (subgrants for charitable activities)

C 1,063,696 grant agreements
(3) AARP Foundation (bond standby agreement)

D 25,000,000 in the event of default
(4) AARP Foundation (in-kind shared services)

L 26,333,619 allocable costs incurred
(5) AARP Foundation (in-kind advertising)

L 5,028,026 publication space FMV
(6) AARP Foundation (web advertising space)

L 100,000 FMV
(7) AARP Foundation (in-kind rent)

N 34,228 cost
(8) AARP Foundation (mailing list)

N 0 see supplemental information
(9) AARP Foundation (maintenance)

Q 823,142 costs incurred
(10) AARP Foundation (shared employee reimbursement)

P 438,623 actual salaries for time reported
(11) AARP Foundation (annual fee line of credit)

S 25,000 cash paid
(12) AARP Foundation (worker's compensation insurance)

S 2,446,704 premiums paid
(13) Legal Counsel for the Elderly (cash contributions)

B 3,586,321 cash paid
(14) Legal Counsel for the Elderly (in-kind shared services)

L 3,881,095 allocable costs incurred
(15) Legal Counsel for the Elderly (insurance)

S 17,419 premiums paid
(16) Wish of a Lifetime (cash contributions)

B 2,000,001 cash paid
(17) Wish of a Lifetime (in-kind shared services)

L 898,193 allocable costs incurred
(18) Wish of a Lifetime (in-kind rent)

L 136,304 cost
(19) Wish of a Lifetime (insurance)

S 5,888 premiums paid
(20) Older Adults Technology Services (cash contributions)

B 5,136,152 cash paid
(21) Older Adults Technology Services (in-kind shared service)

L 3,345,003 allocable costs incurred
(22) AARP Services Inc (advertising)

L 1,326,837 FMV
(23) AARP Services Inc (consulting services)

M 99,364,370 FMV
(24) AARP Services Inc (shared services)

Q 18,109,041 allocable costs incurred
(25) AARP Services Inc (insurance)

Q 92,248 premiums paid
(26) AARP Services Inc (leasehold improvements)

S 3,848,781 cost of property
(27) AARP Services Inc (benefit plans)

R 3,371,727 portion of plan funding
(28) Older Adults Technology Services (insurance)

S 13,616 premiums paid
(29) AARP Services Inc

F 35,000,000 dividend paid
(30) AARP Services Inc (software licensing)

J 9,861,722 FMV
(31) AARP Insurance Plan

S 648,064,097 see Schedule O
(32) Legal Counsel for the Elderly (in-kind rent)

N 2,054,848 cost
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Part V: Transactions with related organizations, line 2(a)-(d), row (10) AARP and AARP Foundation, its affiliated charity, share mailing lists. AARP does not rent its mailing list to other organizations, so a fair market value of the benefit to the Foundation has not been established. The AARP list is much larger and thus presumably more valuable than the Foundation list. Moreover, the vast majority of names on the AARP Foundation list are already on the AARP list, as they are also AARP members.
Schedule R (Form 990) 2021

Additional Data


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