2014-06-30T08:54:16-05:00 2013-12-31 990 2013-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Lisa Marsh Ryerson President 2024343399 2014-06-26 2013 2015-11-30 17:44:51Z Lisa Marsh Ryerson 601 E Street NW Tax Dept Washington DC 20049 191195778 0 X www.aarp.org/foundation X 1961 DC A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation is dedicated to serving vulnerable older people aged 50 and older by creating solutions that help them secure the essentials - food, housing, income and personal connection. 10 10 208 41404 0 0 140838496 141215603 0 0 1146679 2994156 276483 443533 142261658 144653292 73415584 70656367 0 0 27602035 28440765 1139537 973832 17820512 38163461 42673990 140320617 142744954 1941041 1908338 120780906 132599058 49735932 54221480 71044974 78377578 X A country free of poverty and where no older person feels vulnerable. See Schedule O.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach. 0 0 67506650 52096832 The Senior Community Service Employment Program (SCSEP)-SCSEP is administered by the Department of Labor. The purposes of SCSEP are to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older, particularly persons who have poor employment prospects, and to increase the number of older persons who may enjoy the benefits of unsubsidized employment in both the public and private sectors. In program year 2012/2013 more than 13,000 people were served. www.aarpworksearch.org 9474139 Tax Aide-AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service. It is available to low- and moderate-income taxpayers with special attention to those aged 60 and older. In 2013, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.6 million people file their taxes. Sites were open late January/early February-April 15 for face-to-face service and online assistance was available throughout the rest of the year. Other 2013 highlights include putting $245 million in the pockets of those who need it by filing 211,000 EITC returns and achieving a 97% e-filing rate which increase both accuracy of returns prepared and the speed of refunds to taxpayers. www.aarp.org/taxaide 6952455 2802105 Hunger-AARP Foundation's Hunger Impact Area is dedicated to ending hunger among older Americans (50+) by raising national awareness, providing short-term support, increasing enrollment in SNAP (the federally funded Supplemental Nutrition Assistance Program), developing long-term sustainable solutions to address root causes, and commissioning research to address some of the gaps in what we know about older adult hunger. In 2013, the Hunger Impact Area continued its national awareness campaign as part of the Drive to End Hunger Initiative with AARP. This initiative provided over 13.5 million meals through food and funds donated to local hunger relief organizations. The hunger initiative also assisted in processing over 20,000 SNAP application submissions; awarding grants to local, regional and national organizations to support the development of sustainable solutions to hunger among older adults; and convened several experts and advocates through sponsorship of summits such as No Mas Hambre and the Anti-Hunger Policy Conference to explore new ways to impact food insecurity among older adults. www.drivetoendhunger.org; www.aarp.org/hunger. 4584681 Litigation-The 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 AARP's 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 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/ 1952920 1812776 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. AARP Foundation works with key partners and volunteer leaders to integrate local workforce services, public benefits application assistance, and employer engagement efforts to connect 50+ job candidates to specific in-demand jobs in their communities. In 2013, BACK TO WORK 50+ served over 2000 50+ job candidates. (www.aarp.org/backtowork50plus) 4545250 1077549 Financial Capability- AARP Foundation Finances 50+ is a financial capability program designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources that they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting 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. In 2013, 8 volunteers were leveraged by AARP Foundation, in addition to local program volunteers.AARP Foundation Finances 50+ provided financial capability training to over 2400 participants in 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.The AARP Foundation Prepaid MasterCard brought to you by Green Dot continued to provide financially struggling people with a safe and consumer-friendly alternative to more costly banking options. 1301867 180869 Isolation-The number of low-income Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. The AARP Foundation's Isolation initiative seeks to identify, develop, and deploy best practices for preventing and reducing isolation. In 2013, the Foundation managed a range of grants and Foundation-led pilot programs and continued a multi-part research agenda to gain a deep understanding of isolation within the low-to-moderate income 50+ population. 3069371 1407003 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 2013, the Foundation provided information services on foreclosure prevention to over 1 million households, preserved almost 3,000 homes through counseling or home repairs and committed $2.5 million in portfolio investments. The Foundation also commissioned research from Harvard University Joint Center for Housing Studies on the state of housing for older adults which is scheduled to be released in 2014. 905382 4020 Consumer Fraud-The Consumer Fraud Prevention programs utilize the skills and talents of AARP Foundation volunteers to contact consumers across the United States to warn them of fraud and scams. Volunteers call consumers to arm them with the latest information about frauds delivered through wire transfers, telemarketing, direct mail and the internet. Through the Colorado, West Virginia, and Washington, ElderWatch programs, consumers are assisted with navigating the state's official complaint process if they suspect they have been frauded and are referred to other regulatory agencies to assist in their complaints. In 2013, the combined AARP Foundation consumer fraud prevention programs reached over 150,000 vulnerable older adults. www.aarpelderwatch.org; www.aarp.org/states/wv 7407807 7369816 Grants to AARP-AARP Foundation has awarded grants to AARP to further the Foundation's charitable mission of helping low income older Americans meet basic needs through programs that focus on care giving, nursing, community centers, asset protection and driver safety as a tool to combat isolation. 9987964 3905398 Various Grants, Contributions and Other Programs-AARP Foundation supported natural disaster relief efforts through organizations with a focus on disaster relief for seniors in response to Typhoon Haiyan and Oklahoma tornadoes. The Foundation also sponsored events and conferences which highlighted tangible ways to create more opportunity in America for low-income seniors. In addition, the Foundation supported employees in crisis, and engaged in educational initiatives to help low-income seniors retain and protect assets. 33755242 15757431 117688486 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 212 0 1 208 1 0 0 0 0 0 1 1 1 1 0 0 0 X 10 10 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OK X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 J David Nelson Chairperson 6.00 10.00 X X 0 3134 0 Kathleen Edmond Vice-Chair & Audit Chair 6.00 1.00 X X 4087 0 0 Sandra Ulsh Sec/Treas & Finance Chair 6.00 0.00 X X 0 0 0 Neal Cutler Board Member 6.00 0.00 X 824 0 0 Ronald Daly Board Member 6.00 10.00 X 0 1792 0 Allen Douma Board Member 6.00 10.00 X 0 14605 0 Jaime Gutierrez Board Member 6.00 0.00 X 0 0 0 Harry E Johnson Board Member 6.00 0.00 X 1286 0 0 Doris Koo Board Member 6.00 0.00 X 1234 0 0 Barbara Ann O'Connor Board Member 6.00 10.00 X 0 4258 0 Jo Ann Jenkins President (until 10/28/13) 51.00 1.00 X 263270 186396 85870 Patricia D Shannon CFO & SVP 50.00 0.00 X 297055 0 78967 Lisa Marsh Ryerson President (as of 10/28/13) 50.00 1.00 X 46338 0 17281 David Whitehead SVP & Chief Development Of 49.00 1.00 X 306845 5915 86341 Deborah Briceland-Betts SVP - Federal Programs 43.00 0.00 X 241770 0 76302 Deborah Armenti VP - Operations (until 6/23/13) 50.00 0.00 X 131352 98895 62016 Maxine Baker SVP - Impact Areas 43.00 0.00 X 280233 0 69259 Najeeb Uddin Interim VP Operations 40.00 0.00 X 219989 0 76504 Robert Starks VP SCSEP 41.00 0.00 X 173123 0 47145 Bonnie Speedy VP - Tax Aide 46.00 0.00 X 239583 0 74522 Vivian Vasallo VP - Housing Program 44.00 0.00 X 223248 0 65873 Emily Allen VP - Income Program 43.00 0.00 X 224379 0 70877 Barbara Jones Sr Litigation Attorney 42.00 0.00 X 202663 569 64975 Kamili Wilson Dir Strategic Pos & Ext Relations 41.00 0.00 X 201286 0 60547 3058565 315564 936479 60 0 1 0 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Suite 300 Arlington VA 22209 Professional Fundraising Firm 2755804 Direct Mail Solutions 4500 Sarellen Road Richmond VA 23231 Commercial Printing Services 1454398 Lipman Hearne Inc 131 Dartmouth Street 3rd Floor Boston MA 02116 Marketing and Communication Services 1450393 Allsource PPS Agile 1 Corporate 1999 West 190th Torrance CA 90504 Temporary Staffing Agency 694704 Double Envelope 7702 Plantation Road Roanoke VA 24019 Commercial Printing Services 686278 41 14680000 75388172 51147431 141215603 1579895 1579895 655774 655774 57059 57059 0 47899688 46476174 9253 1423514 -9253 1414261 1414261 Change in value-Charitable Gift A 900099 -212241 -212241 -212241 144653292 0 0 3437689 18532535 18532535 52123832 52123832 2110530 1121068 654033 335429 21253390 16359357 2410752 2483281 731211 572660 75421 83130 2878787 2213653 328067 337067 1466847 1121841 172423 172583 373182 373182 128675 128675 973832 973832 5704774 4693807 882550 128417 3777807 1344720 444705 1988382 3229767 2853352 299584 76831 2724229 1035470 77789 1610970 2524495 2300208 157271 67016 1352746 1032379 141587 178780 1033893 291104 545875 196914 50507 13213 34361 2933 777464 421340 271172 84952 159837 159837 Printing and postage 13783956 4872435 54476 8857045 Volunteer travel/activi 4513529 4470830 42699 0 Telecommunication expen 1265478 1205598 36023 23857 Miscellaneous operating 356535 231938 82842 41755 917116 503964 235814 177338 142744954 117688486 7235956 17820512 X 10158989 2832462 0 7326527 72126 10249420 9193076 5296757 11467508 44749 189630 1773464 8970118 22695118 6474385 16915404 16220733 80605384 78235183 5236078 5346751 213557 2619352 373967 356707 120780906 132599058 14818445 17469922 4870284 6576745 1779496 2071797 25000000 25000000 3267707 3103016 49735932 54221480 X 70349268 76357669 695706 2019909 71044974 78377578 120780906 132599058 1908338 5424266 0 X 0 1 X 1 1 1 X 117816589 173005285 138735319 140838496 141215604 711611293 117816589 173005285 138735319 140838496 141215604 711611293 43281970 668329323 2709986 1672972 1809273 1787529 2235669 10215429 90667 62373 7015 1419 161474 721988196 153040 0.92570 0.91210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16154308 326685 2338386 718263 18101116 14790123 525743 1484244 645802 16154308 15217922 546068 -403984 569883 14790123 13418771 301073 1748212 250134 15217922 11115033 496256 2553526 746044 13418771 1.00000 0 0 4440000 4440000 17759493 6295237 11464256 495625 179148 316477 16220733 Charitable gift annuity liability 3103016 3103016 X 194766791 5424266 44458733 164189 50047188 144719603 -66311 -66311 144653292 187287346 44458733 83659 44542392 142744954 0 142744954 Part V, Line 4: The Foundation board has established a board-designated quasi-endowment fund, and has adopted a policy under which certain contributions are designated to the fund. Assets of the quasi-endowment fund are invested in a broadly diversified portfolio spread over multiple asset classes. The board also adopted a spending policy, which permits an annual transfer to operating funds of up to 5% of the previous 12 quarters average quasi-endowment fund balance. Part X, Line 2: The AARP Foundation is required to record a liability for any material position taken which does not meet the minimum thresholds of "more-likely than-not" to be successful under regulatory challenge. No provision for income taxes has been recorded in 2013 and 2012 since management believes there is no material unrelated business income or material uncertain positions requiring the recognition of a liability. Part XI, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement revenues 164,189. Part XI, Line 4b - Other Adjustments: Rental expense netted against gross rents on Form 990, page 9, line 6b -57,059. Loss on disposal of fixed assets -9,252. Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement expenses 17,348. Rental expense netted against gross rents on Form 990, page 9, line 6b 57,059. Loss on disposal of fixed assets 9,252. X X X X X X X 1 Chapman Cubine Adams Hussey & Associates 1600 Wilson Boulevard Suite 300 Arlington VA 22209 Direct mail production management services 0 0 3007937 -3007937 Covenant Calls LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Professional solicitor 0 0 89227 -89227 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Gift planning consultant 0 0 454480 -454480 M&R Strategic Services Inc 2120 L Street NW 6th Fl Washington DC 20037 Creative online marketing services 0 0 253083 -253083 3804727 -3804727 AL AK AZ AR CA CT CO DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Schedule G, Part I, Line 2b, Column (v) These entities (excluding Covenent Calls) 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, postage and travel expenses. Covenant Calls LLC is a professional solicitor for AARP Foundation. While they do raise funds for AARP Foundation, at no time do they have custody of any funds. Schedule G, Part I, Line 2 b(v) Chapman Cubine Adams Hussey & Associates Professional fundraising fee $210,528 Printing & postage 1,714,242 Advertising & promotion 1,074,538 Miscellaneous expense 8,629 Total paid to Chapman Cubine $3,007,937 Adams Hussey & Associates Covenant Calls LLC (contract was terminated on 7/31/2013) Professional fundraising fee $ 89,227 Total paid to Covenant Calls LLC $ 89,227 Gift Strategies LLC Professional fundraising fee $449,558 Travel expenses 4,922 Total paid to Gift Strategies LLC $454,480 M&R Strategic Services Professional fundraising fee $224,518 Advertising & promotion 23,151 Travel expenses 5,414 Total paid to M&R Strategic Svcs $253,083 Total amounts paid to fundraisers $3,804,727 1 AARP Inc 601 E St NW Washington DC 20049 951985500 501(c)(4) 7369816 AARP, Inc. charitable work conducted on behalf of the AARP Foundation. Helpage USA 4750 41st Street NW Washington DC 20016 431750256 501(c)(3) 725000 Typhoon Haiyan Relief and emergency preparedness for vulnerable older adults. American Red Cross 22025 E St Washington DC 20006 530196605 501(c)(3) 60000 Oklahoma tornado relief ABS CBN Foundation 150 Shoreline Drive Redwood City CA 94065 943292281 501(c)(3) 60000 Typhoon Haiyan Relief in Philippines Action for Boston Community Development 178 Tremont Street Boston MA 02111 042304133 501(c)(3) 279000 Grant to support AARP Foundation's hunger initiative. Aging Services Inc 1179 E Main Street Norman OK 73071 731326994 501(c)(3) 20000 Oklahoma tornado relief Areawide Aging Agency Inc 4101 Perimeter Center Drive Ste 310 310 Oklahoma City OK 73112 730960311 501(c)(3) 35000 Oklahoma tornado relief Association for Enterprise Opportunity 1111 16th St NW Ste 410 Washington DC 20036 363834357 501(c)(3) 80000 Grant to support AARP Foundation's income initiative. Atlanta Community Food Bank 732 Joseph E Lowery Blvd NW Atlanta GA 30318 581376648 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. Baptist General Convention of the State of Oklahoma 3800 North May Avenue Oklahoma City OK 73112 730621888 501(c)(3) 125000 Oklahoma tornado relief Bevill State Community College Foundation Inc PO Box 862 Fayette AL 35555 630578660 501(c)(3) 163700 Grant to promote AARP Foundation's back to work program. The Campus Kitchens Project 19 Eye Street NW Washington DC 20001 550825492 501(c)(3) 625000 Grant to provide support to 50+ adults in need of food assistance. Cooperative for Assistance and Relief Everywhere (CARE USA) Inc 151 Ellis St NE Atlanta GA 30303 131685039 501(c)(3) 200000 Typhoon Haiyan Relief in Philippines City Harvest Inc 6 E 32nd Street 5th Fl New York NY 10016 133170676 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assistance. Council of Senior Centers and Services of New York City Inc 49 W 45th Street 7th Fl New York NY 10036 132967277 501(c)(3) 75000 Grant to increase SNAP enrollments for the 50+. Council on Aging of Volusia County Inc 160 N Beach Street Daytona Beach FL 32114 591160221 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. DC Central Kitchen Inc 425 2nd St NW Washington DC 20001 521584936 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. DC Public Library Foundation Inc 901 G St NW Ste 400 Washington DC 20001 521481008 501(c)(3) 23169 Grant to support AARP Foundation's income initiative. Delta Sigma Theta Sorority Inc 1707 New Hampshire Ave NW Washington DC 20009 530215218 501(c)(7) 7500 Donation to support 50+ multigenerational and multicultural outreach. Do Something Inc 19 W 21st St 8th Fl New York NY 10010 133720473 501(c)(3) 810000 Grant to support AARP Foundation's intergenerational initiative. Elgin Community College Foundation 1700 Spartan Dr Elgin IL 60123 363358690 501(c)(3) 165142 Grant to promote AARP Foundation's back to work program. Family Matters of Greater Washington Inc 1509 16th St NW Washington DC 20036 530208258 501(c)(3) 36000 Donation to promote AARP Foundation's isolation initiative. Feeding America 35 East Wacker Drive Ste 2000 Chicago IL 60601 363673599 501(c)(3) 500000 Grant to develop sustainable solutions to older adult hunger. Feed More Inc 1415 Rhoadmiller St Richmond VA 23220 541150923 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Feed the Hungry Inc 6419 Floridon Ct Springfield VA 22150 541796436 501(c)(3) 30000 Typhoon Haiyan Relief in Philippines Daily Bread Food Bank (aka Feeding South Florida) 2501 SW 32nd Terrace Pembroke Park FL 33023 592097520 501(c)(3) 150000 Donation to provide support to 50+ adults in need of food assistance. First Nations Development Institute 2432 Main Street Longmont CO 80501 541254491 501(c)(3) 250000 Grant to promote AARP Foundation's hunger initiative. Florida State College Foundation Inc 501 West State St Jacksonville FL 32202 237168438 501(c)(3) 163316 Grant to promote AARP Foundation's back to work program. Food Bank for New York City 39 Broadway New York NY 10006 133179546 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assistance. Generations United 1333 H St NW Ste 500W Washington DC 20005 311542973 501(c)(3) 217464 Grant to support AARP Foundation's intergenerational initiative. GK1 World Foundation 13860 Stowe Drive Poway CA 92064 352361640 501(c)(3) 60000 Typhoon Haiyan Relief in Philippines Gleaners Community Food Bank Inc 2131 Beaufait St Detroit MI 48207 382156255 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Greater Chicago Food Depository 4100 W Ann Lurie Place Chicago IL 60632 362971864 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assistance. Harvard University 1033 Massachusetts Ave 5th Fl Cambridge MA 02138 042103580 501(c)(3) 150000 Grant to support the State of Housing for Older Americans research project. Harvesters - The Community Food Network 3801 Topping Ave Kansas City MO 64129 431208665 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Houston Food Bank 535 Portwall Houston TX 77029 742181456 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. Greater Kanawha Valley Foundation PO Box 3041 Charleston WV 25331 556024430 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. Lane Workforce Partnership 1500 Valley River Dr Ste 150 Eugene OR 97401 930886373 501(c)(3) 200000 Grant to promote AARP Foundation's financial capability program. LeadingAge Inc 2519 Connecticut Ave NW Washington DC 20008 136213525 501(c)(3) 120797 Grant to promote AARP Foundation's housing initiative. Legal Aid Services of Oklahoma Inc 2915 N Classen Blvd Ste 500 Oklahoma City OK 73106 731022203 501(c)(3) 20000 Oklahoma tornado relief Lifelong Aids Alliance 1002 E Seneca Seattle WA 98122 911215715 501(c)(3) 271655 Grant to provide support to the 50+ adults in need of food assistance. Los Angeles Regional Foodbank 1734 East 41st St Los Angeles CA 90058 953135649 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assist.ance. Magic Johnson Foundation 9100 Wilshire Blvd Ste 700 E Tower Beverly Hills CA 90212 954349860 501(c)(3) 167128 Grant to support AARP Foundation's intergenerational initiative Maricopa County Community Colleges Foundation 2419 W 14th St Tempe AZ 85281 860327449 501(c)(3) 165186 Grant to promote AARP Foundation's back to work program. Massachusetts Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(c)(3) 13000 Donation to support business plan competition. Mayors Fund to Advance New York City 253 Broadway 8th Fl New York NY 10007 133783906 501(c)(3) 100000 Hurricane Sandy relief National 4H Council 7100 Connecticut Ave Chevy Chase MD 20815 362862206 501(c)(3) 206661 Grant to support AARP Foundation's intergenerational initiative. Moraine Valley Community College Foundation 9000 W College Pkwy Palos Hills IL 60465 363191202 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. Meals on Wheels Association of America 413 North Lee Street Alexandria VA 22314 237447812 501(c)(3) 350000 Grant to provide support to 50+ adults in need of food assistance. National Housing Conference Inc 1900 M St NW Ste 200 Washington DC 20036 530208180 501(c)(3) 17000 Grant to promote AARP Foundation's housing initiative. New Hampshire Catholic Charities (New Hampshire Food Bank) 215 Myrtle St Manchester NH 03104 020222163 501(c)(3) 20000 Donation to provide support to 50+ adults in need of food assistance. New York Coalition Against Hunger Inc 50 Broad Street Ste 1520 New York NY 10004 133471350 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assistance. North Texas Food Bank 4500 S Cockrell Hill Rd Dallas TX 75236 751785357 501(c)(3) 65000 Donation to provide support to 50+ adults in need of food assistance. Northern Illinois Food Bank 273 Dearborn Ct Geneva IL 60134 363203648 501(c)(3) 50000 Donation to provide support to 50+ adults in need of food assistance. Oklahoma City Community Foundation PO Bo 1146 Oklahoma City OK 73101 237024262 501(c)(3) 100000 Oklahoma tornado relief Oklahoma Indian Missionary Conference 3020 S Harvey Ave Oklahoma City OK 73109 730754463 501(c)(3) 29000 Oklahoma tornado relief Older Adults Technology Services 168 7th Street Broklyn NY 11215 550882599 501(c)(3) 10000 Donation to promote AARP Foundation's isolation initiative. Pima Community College Foundation Inc 4905C E Broadway Blvd 252 Tucson AZ 85709 860345089 501(c)(3) 164232 Grant to promote AARP Foundation's back to work program. Rebuilding Together OKC Inc 730 West Wilshire Blvd 108 Oklahoma City OK 73116 731450790 501(c)(3) 80000 Oklahoma tornado relief Redwood Empire Food Bank 3990 Brickway Blvd Santa Rosa CA 95403 680121855 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Regional Food Bank of Oklahoma Inc 3355 S Purdue Ave Oklahoma City OK 73137 731100380 501(c)(3) 80000 Oklahoma tornado relief Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc 305 7th Ave 15 F New York NY 10001 132947657 501(c)(3) 150000 Grant to promote AARP Foundation's isolation initiative. Santa Fe College Foundation Inc 300 Nw 83rd St Gainesville FL 32606 510240884 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. Santa Fe Community College 6401 S Richards Ave Santa Fe NM 87508 850311615 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. Second Harvest Food Bank 2950-B Jefferson St Riverside CA 92504 330072922 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Second Harvest Food Bank of Central Florida 411 Mercy Drive Orlando FL 32805 592142315 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. Second Harvest Food Bank of Metrolina 500B Spratt St Charolette NC 28206 561352593 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Second Harvest Food Bank of Northeast Tennessee Inc 1020 Jericho Drive Kingsport TN 37663 621303822 501(c)(3) 15000 Donation to provide support to 50+ adults in need of food assistance. Senior Service America Inc 8430 Colesville Rd Ste 1200 Silver Spring MD 20910 526048236 501(c)(3) 200000 Grant to support AARP Foundation's income initiative. Tarrant Area Food Bank 2600 Cullen Street Fort Worth TX 76107 751822473 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Tarrant County College Foundation 1500 Houston St Fort Worth TX 76102 752277475 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. Temple University 2450 W Hunting Park Ave Philadelphia PA 19122 231365971 501(c)(3) 200000 Grant to support AARP Foundation's intergenerational initiative. The Salvation Army 440 West Nyack Road West Nyack NY 10994 135562351 501(c)(3) 60000 Oklahoma tornado relief Three Square Food Bank 4190 N Pecos Road Las Vegas NV 89115 300396918 501(c)(3) 35000 Donation to provide support to 50+ adults in need of food assistance. Tri-County Technical College Foundation Inc PO Box 587 Pendleton SC 29670 570734955 501(c)(3) 165200 Grant to promote AARP Foundation's back to work program. United Way of Pottawatomie County Inc 23 E 9th Ste 335 Shawnee OK 74802 730732745 501(c)(3) 70000 Oklahoma tornado relief Washington Animal Rescue League 71 Oglethorpe St NW Washington DC 20011 530162440 501(c)(3) 12200 Donation to support AARP Foundation's isolation initiative. Workplace Inc 350 Fairfield Ave Ste 302 Bridgeport CT 06604 222484517 501(c)(3) 600000 Grant to support the Platform to Employment initiative. World Food Prize Foundation 666 Grand Ave Ste 1700 Des Moines IA 50309 421356715 501(c)(3) private 10000 Donation to provide support to 50+ adults in need of food assistance. 78 2 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 13000 52096832 AARP Employee Crisis Fund 7 27000 Part I, Line 2: AARP Foundation has written grant agreements in place with financial and programmatic reporting requirements. The reports are reviewed and final payments are not made until all work has been completed. X X 1 1 X X 0 0 0 1 1 0 0 0 0 Jo Ann Jenkins President (until 10/28/13) 173462 185000 88505 0 1303 1396 6938 61019 8951 8962 279159 256377 0 0 Patricia D Shannon CFO & SVP 230236 0 66004 0 815 0 10200 57758 11009 0 318264 57758 0 0 David Whitehead SVP & Chief Development Of 248877 5915 56535 0 1433 0 10200 57758 18383 0 335428 63673 0 0 Deborah Briceland-Betts SVP - Federal Programs 193262 0 46097 0 2411 0 9574 54215 12513 0 263857 54215 0 0 Deborah Armenti VP - Operations (until 6/23/13) 90173 92851 38642 3500 2537 2544 2576 52927 3250 3263 137178 155085 0 0 Maxine Baker SVP - Impact Areas 229327 0 48578 0 2328 0 10200 57758 1301 0 291734 57758 0 0 Najeeb Uddin Interim VP Operations 177658 0 41773 0 558 0 8777 49701 18026 0 246792 49701 0 0 Robert Starks VP SCSEP 145298 0 25840 0 1985 0 6846 38763 1536 0 181505 38763 0 0 Bonnie Speedy VP - Tax Aide 197284 0 41620 0 679 0 9556 54112 10854 0 259993 54112 0 0 Vivian Vasallo VP - Housing Program 184665 0 38045 0 538 0 8908 50444 6521 0 238677 50444 0 0 Emily Allen VP - Income Program 182575 0 41402 0 402 0 8959 50731 11187 0 244525 50731 0 0 Barbara Jones Sr Litigation Attorney 173663 569 27747 0 1253 0 8079 45748 11148 0 221890 46317 0 0 Kamili Wilson Dir Strategic Pos & Ext Relations 167551 0 32975 0 760 0 4011 45419 11117 0 216414 45419 0 0 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 Nelson, Daly, Douma, and O'Connor sit on both the AARP, Inc. board and the AARP Foundation board. AARP, Inc. pays all spouse/companion travel expenses for these board members and issues the required 1099-MISC with the applicable income tax gross-up payment. Board members Cutler, Edmond, Gutierrez, Johnson, Koo, and Ulsh, sit only on the AARP Foundation board and AARP Foundation pays all spouse/companion travel expenses for these board members and issues the required Form 1099-MISC with the applicable income tax gross-up payment. Part I, Line 5 Through its shared services agreement with AARP, 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. A District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of office space 0 0 0 A 25000000 23688767 1311233 2004 0 0 1 1 A 0 0 0 0 0.01500 0.00000 0.01500 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 Form 990, Part VI, Section A, line 4 AARP Foundation made the following bylaw changes September 10, 2013: Article V.B - Number and Term of Office. Will allow the number of AARP Board Members sitting on the AARP Foundation to change, if AARP would desire. Allows for up to four affiliated members. Deleted Article Xlll, effective date of bylaws for an additional non-affiliated member added in 2012. 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. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor. 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. An AARP Foundation director may be removed, with or without cause, by formal action of the 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 11 As part of the shared services agreement with AARP, the Form 990 for AARP Foundation ("Foundation") is prepared and reviewed in AARP's internal tax department 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 Chief Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15 Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. For AARP Foundation's president, officers, and key employees, based on the process described above, the officers of the AARP Foundation Board approves adjustments to the president's, officers, and key employees 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. AARP Inc 601 E Street NW Washington DC 20049 951985500 Social welfare organization dedicated to persons over age 50 DC 501(c)(4) N/A N/A 0 AARP Institute 601 E Street NW Washington DC 20049 520788950 Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501(c)(3) 509(a)(3) AARP Foundation 1 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(a)(1) AARP Inc 0 AARP Experience Corps 2120 L Street NW Washington DC 20049 263698436 Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501(c)(3) 509(a)(1) AARP Inc 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP Inc 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real Estate Holding Company DE AARP Inc C 0 AARP Services Inc 601 E Street NW Washington DC 20004 522141065 Quality Control and Research DE AARP Inc C 0 The H Wayne and Anne D Barbetti Charitable Remainder Unitrust 5011 Haven Avenue Ocean City NJ 08226 206379297 Charitable Remainder Trust NJ T 0 0 1 1 0 1 0 0 0 0 1 0 1 1 1 0 1 1 1 0 AARP Inc - Grant award to AARP for performance of charitable activities B 7369816 grant agreement AARP Inc - Cash contributions C 14680000 cash paid AARP Inc - Bond standby agreement E 25000000 in the event of default AARP Inc - In-kind shared services M 16043906 allocable cost AARP Inc - In-kind advertising M 3854675 publication space market value AARP Inc - Mailing lists N 0 see supplemental information AARP Inc - Postage printing telephone expenses P 441131 costs incurred AARP Inc - Building maintanence P 582751 costs incurred AARP Inc - Salaries for dual employees Q 371759 actual salaries for time reported AARP Inc - 25k Annual fee for line of credit and 10k for national event R 35000 cash paid AARP Inc - In-kind office space N 239554 cost AARP Institute - In-kind shared services L 28530 allocable cost AARP Services Inc - Consulting services M 489678 costs incurred AARP Services Inc - In-kind rent N 15827 cost AARP Andrus Insurance Fund (workers' comp insurance) R 955496 premiums paid Legal Counsel for the Elderly - Intercompany rent J 57059 cost 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.