2013-06-27T15:51:33-05:00 2012-12-31 990 2012-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Patricia D Shannon 2024343399 2013-06-26 2012 2016-02-25 16:41:14Z Patricia D Shannon 601 E Street NW Tax Dept Washington DC 20049 169178912 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 10 250 43492 0 0 138735319 140838496 0 0 1765586 1146679 -1704 276483 140499201 142261658 78631613 73415584 0 0 26871700 27602035 984851 1139537 14759599 32313352 38163461 138801516 140320617 1697685 1941041 108083041 120780906 45602825 49735932 62480216 71044974 X A country free of poverty and where no older person feels vulnerable. See Schedule O. 0 0 72781200 57394982 The Senior Community Service Employment Program (SCSEP)-SCSEP connects job seekers to viable community job opportunities to improve their economic self-sufficiency. SCSEP provides career information, job training, and related employment services to individuals with limited resources. If a job-seeker is 55 or older and income eligible, he or she may enroll in SCSEP, which places older adults at local "host agencies" for on-the-job training and skill development, with the goal of securing permanent employment. Wages and benefits earned by the enrollees are reported above as grants. In 2012 SCSEP helped more than 14,000 people connect to local job opportunities. www.aarpworksearch.org 9099914 0 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 2012, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.5 million people file their taxes. Sites are open late January/early February-April 15 for face-to-face service and online assistance is available throughout the rest of the year. Other 2012 highlights include putting $233 million in the pockets of those who need it by filing 208,000 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 5983627 2488834 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 2012, the Hunger Impact Area continued its national awareness campaign which provided over 10 million meals in 2012 through food and funds donated to local hunger relief organizations; processed 15,000 SNAP application submissions; awarded 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 Food Research Action Center (FRAC) to explore new ways to impact food insecurity among older adults. www.drivetoendhunger.org; www.aarp.org/hunger. 4280535 8333 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/ 4020740 4958 Money Management and Other Income Programs-The Money Management Program helps low income, older individuals remain independent by providing daily money management services to those who have difficulty budgeting, paying routine bills, and keeping track of financial matters. The program also offers financial education resources and tools to older adults and their caregivers. AARP Foundation works with 121 local sites in 22 states and the District of Columbia including Senior Services, In-Home and Community Services, Agencies on Aging, Elder and Adult Services that help clients with a variety of services including shopping, companionship, transportation, and chores. In 2012 alone, over 6000 clients were served by this program through the generous support of over 4200 volunteers. In an effort to address the distinct needs of low-income workers and jobseekers age 50 and older, in 2012 AARP Foundation launched a new financial capability program, designed to enable participants to holistically assess their finances and create a tangible, actionable plan to make immediate positive changes in the areas of reducing debt, repairing credit and building savings. Millions of older adults are unbanked and may not have access to a safe and affordable way to manage their money. To support its educational initiatives, in 2012 the AARP Foundation Prepaid MasterCard brought to you by Green Dot was launched, to provide financially struggling people with a safe and consumer friendly alternative to most costly banking options. Also in 2012, AARP Foundation launched a new intervention: Back to Work 50+. Back to Work 50+ is a project that creates a local, coordinated ecosystem of workforce services, public benefits application assistance, and employer engagement to stabilize lower income, 50+ workers and connect them to specific in-demand jobs in their communities. 2690999 1733500 Housing-The Housing Impact Area is focused on providing solutions to the at least 13 million low-income, 50+ households living in unaffordable and/or inadequate housing. In 2012, the Foundation provided information services and counseling delivery on foreclosure prevention to over 250,000 people, completed and documented a new model of multigenerational green affordable housing in partnership with Habitat for Humanity of Charlottesville, VA, and launched a new Home Repair grant program, funding the pilot of new sustainable models for providing affordable home repair services to the struggling 50+. Also in 2012, the Housing Solutions Center was launched, providing free HUD-certified housing counseling in both English and Spanish to the low-income 50+ through a national toll-free number and web portal. 1650756 717225 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 2012, the Foundation awarded evaluation grants to six organizations, launched three 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. 1221918 6030 Consumer Fraud Prevention-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 and West Virginia Elderwatch programs, consumers are assisted with navigating the state's official complaint process if they suspect they have been defrauded. In 2012, the combined AARP Foundation consumer fraud prevention programs reached over 300,000 vulnerable older adults and returned almost $2 million in product replacements, refunds and debt cancellations to consumers who had been defrauded. www.aarpelderwatch.org; www.aarp.org/states/wv 198003 100637 Women's Scholarship Program-The AARP Foundation Women's Scholarship Program is helping win back opportunity for low-income 50+ women by funding education, training, and skills upgrades that can lead to better employment and increased financial security for women and their families. Since 2008, AARP Foundation has awarded over 800 scholarships to older adult women - facilitating their entry into programs they may otherwise be unable to afford, and ultimately helping them recover from the recent recession. www.aarp.org/womensscholarship 9349155 9298586 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. 5110997 1662500 Various Grants, Contributions and Other Programs-AARP Foundation supported Hurricane Sandy disaster relief efforts through organizations with a focus on disaster relief for seniors and sponsored events and conferences which highlighted tangible ways to create more opportunity in America for low-income seniors. The Foundation also supported employees in crisis, and engaged in educational initiatives to help low-income seniors retain and protect assets. 28523103 13531769 116387844 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 0 1 0 1 218 0 1 250 1 0 0 0 0 0 1 1 0 0 0 0 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 X X Patricia D Shannon 2024343399 601 E Street NW Washington DC 20049 J David Nelson 1.00 6.00 X X 0 6235 0 Kathleen Edmond 1.00 1.00 X X 2562 0 0 Sandra Ulsh 1.00 0.00 X X 0 0 0 Neal Cutler 1.00 0.00 X 1202 0 0 Ronald Daly 1.00 6.00 X 0 898 0 Allen Douma 1.00 6.00 X 0 8252 0 Jaime Gutierrez 1.00 0.00 X 0 0 0 Harry E Johnson 1.00 0.00 X 0 0 0 Doris Koo 1.00 0.00 X 0 0 0 Barbara Ann O'Connor 1.00 6.00 X 0 605 0 Jo Ann Jenkins 43.00 12.00 X 332846 66056 66191 Patricia D Shannon 47.00 0.00 X 262201 0 63490 David Whitehead 48.00 5.00 X 278557 23320 70791 Deborah Briceland-Betts 45.00 0.00 X 219451 0 56396 Deborah Armenti 49.00 0.00 X 217242 0 50460 Phyllis Kim 48.00 0.00 X 231374 0 58620 Maxine Baker 42.00 0.00 X 200764 0 43273 Anisa Tootla 45.00 0.00 X 307467 0 45152 Bonnie Speedy 50.00 0.00 X 236965 0 60492 Vivian Vasallo 44.00 0.00 X 217985 0 52487 Emily Allen 45.00 0.00 X 217285 0 56820 Stacy Canan 53.00 0.00 X 208817 407 59351 2934718 105773 683523 57 0 1 0 Lipman Hearne Inc 131 Dartmouth Street 3rd Floor Boston MA 02116 Marketing and Communication Services 2297615 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Suite 300 Arlington VA 22209 Professional Fundraising Services 876826 Double Envelope 7702 Plantation Road Roanoke VA 24019 Commercial Printing Services 790164 Direct Impressions 2100 Tomlynn Street Richmond VA 23230 Commercial Printing Services 690693 MWW Group 901 New York Avenue NW Washington DC 20001 Business Advisory Services 668030 27 15790000 79238284 45810212 140838496 1284299 1284299 503230 503230 353432 353432 0 26426202 26563822 -137620 -137620 -137620 Miscellaneous income 900099 1418 1418 Change in value-Charitable Gift A 900099 -228165 -228165 -226747 142261658 0 0 1423162 16004102 16004102 57411482 57411482 1878507 929740 642445 306322 20886606 16526371 2534724 1825511 300606 134816 98161 67629 3854642 3235477 338244 280921 681674 318098 218920 144656 75334 75334 123075 123075 1139537 1139537 3600880 2559816 743342 297722 6241177 1802133 2926161 1512883 2254937 2233042 6955 14940 3073265 2084423 418115 570727 2277090 2165062 52271 59757 1356747 1085645 126617 144485 639622 431882 51045 156695 50540 26180 18548 5812 787134 411944 285674 89516 110774 110774 Printing and postage 10537435 2563043 34083 7940309 Volunteer travel/activi 4975257 4926317 48940 Telecommunication expen 880412 825808 34451 20153 Tax and licenses 351848 184286 128461 39101 827934 452843 232168 142923 140320617 116387844 9173174 14759599 X 7866355 1465180 0 6401175 3849556 72126 10696553 10249420 5841121 5296757 481908 44749 1912657 1773464 23148804 6233400 17569705 16915404 61918562 80605384 5208195 5236078 213557 213557 391227 373967 108083041 120780906 9809796 14818445 4443252 4870284 2771422 1779496 25000000 25000000 3578355 3267707 45602825 49735932 X 60012685 70349268 2467531 695706 62480216 71044974 108083041 120780906 1941041 6623717 0 X 0 1 X 1 1 1 X 125132376 117816589 173005285 138735319 140838496 695528065 125132376 117816589 173005285 138735319 140838496 695528065 50522952 645005113 3101236 2709986 1672972 1809273 1787529 11080996 399520 90667 62373 7015 1419 560994 707170055 552560 0.91210 0.89830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14790123 525743 1484244 645802 16154308 15217922 546068 -403984 569883 14790123 13418771 301073 1748212 250134 15217922 11115033 496256 2553526 746044 13418771 15148259 962976 -4286792 709410 11115033 1.00000 0 0 4440000 4440000 18264993 5908970 12356023 443811 324430 119381 16915404 Charitable gift annuity liability 3267707 3267707 X 207198278 6623717 57675500 283971 64583188 142615090 -353432 -353432 142261658 198369143 57675500 373026 58048526 140320617 0 140320617 Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: 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 2012 and 2011 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 283,971. Part XI, Line 4b - Other Adjustments: Rental expense netted against gross rents on Form 990, page 9, line 6b -353,432. Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement expenses 19,594. Rental expense netted against gross rents on Form 990, page 9, line 6b 353,432. 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 1041487 -1041487 Covenant Calls LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Professional solicitor 0 0 355575 -355575 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Gift planning consultant 0 0 418589 -418589 Impact Communications 906 Pennsylvania Avenue SE Ste 20 Washington DC 20003 Creative and copy development services 0 0 72002 -72002 M&R Strategic Services Inc 2120 L Street NW 6th Fl Washington DC 20037 Creative online marketing services 0 0 176225 -176225 2063878 -2063878 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 Explanation of Fundraising Payments 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. Details of amounts paid to professional fundraisers Schedule G, Part I, Line 2 b(v) Chapman Cubine Adams Hussey & Associates Professional fundraising fee $210,528 Advertising & promotion 822,769 Miscellaneous expense 8,190 Total paid to Chapman Cubine $1,041,487 Adams Hussey & Associates Covenant Calls LLC Professional fundraising fee $355,575 Total paid to Covenant Calls LLC $355,575 Gift Strategies LLC Professional fundraising fee $409,434 Travel expenses 9,155 Total paid to Gift Strategies LLC $418,589 Impact Communications Professional fundraising fee $8,000 Consulting services 64,002 Total paid to Impact Communications $72,002 M&R Strategic Services Professional fundraising fee $156,000 Advertising & promotion 19,036 Travel expenses 1,189 Total paid to M&R Strategic Svcs $176,225 Total amounts paid to fundraisers $2,063,878 1 AARP Inc 601 E St NW Washington DC 20049 951985500 501(c)(4) 9298586 AARP, Inc. charitable work conducted on behalf of the AARP Foundation Helpage USA 4750 41st Street NW Washington DC 20016 431750256 501(c)(3) 150000 Collaboration for emergency preparedness in global health provision American Red Cross 22025 E St Washington DC 20006 530196605 501(c)(3) 505000 Hurricane Sandy disaster relief ACT Inc 301 Act Drive Iowa City IA 52243 420841485 501(c)(3) 100000 Scholarships to retrain women for the workforce Benefits Data Trust Two Logan Square Ste 550 Philadelphia PA 19103 203455598 501(c)(3) 313779 Grant to increase SNAP enrollment for the 50+. DC Central Kitchen 425 2nd St NW Washington DC 20001 521584936 501(c)(3) 208500 Grant to promote food security in the 50+ population. Habitat for Humanity 121 Habitat Street Americus GA 31709 911914868 501(c)(3) 950000 Grant to revitalize a mobile home park into a multi-generational community. Habitat for Humanity 501 Grove Avenue Charlottesville VA 22902 541574925 501(c)(3) 335000 To create a national model for urban redevelopment in Charlottesville, VA. Feeding America 35 E Wacker Drive Ste 2000 Chicago IL 60601 363673599 501(c)(3) 256612 Grant to develop sustainable solutions to older adult hunger. Asian American Federation Inc 120 Wall Street New York NY 10005 133572287 501(c)(3) 10000 Hurricane Sandy disaster relief Capital Area Food Bank 4900 Puerto Rico Avenue NE Washington DC 20017 521167581 501(c)(3) 20000 Donation to provide support to 50+ adults in need of food assistance. Catholic Charities of Brooklyn and Queens 191 Joralemon Street Brooklyn NY 11201 111633548 501(c)(3) 50000 Hurricane Sandy disaster relief Catholic Charities Diocese of Trenton 383 W State Street Trenton NJ 08618 210634494 501(c)(3) 50000 Hurricane Sandy disaster relief Catholic Charities of Fairfield County 43 Madison Avenue Bridgeport CT 06606 060653053 501(c)(3) 12000 Hurricane Sandy disaster relief City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 20000 Donation to support the National Day of Service CityMeals-on-Wheels 355 Lexington Ave 3rd Fl New York NY 10017 133634381 501(c)(3) 25000 Hurricane Sandy disaster relief Connecticut Food Bank 150 Bradley Street East Haven CT 06512 061063025 501(c)(3) 30000 Hurricane Sandy disaster relief Council of Senior Centers and Services of New York City 49 W 45th St 7th Fl New York NY 10036 132967277 501(c)(3) 20000 Hurricane Sandy disaster relief Food Bank for New York City 39 Broadway New York NY 10006 133179546 501(c)(3) 25000 Hurricane Sandy disaster relief Food Bank of Lower Fairfield County 461 Glenbrook Road Stamford CT 06906 020684220 501(c)(3) 10000 Hurricane Sandy disaster relief Action for Boston Community Development 178 Tremont Street Boston MA 02111 042304133 501(c)(3) 145000 Grant to support AARP Foundation's hunger initiative Food Research and Action Center 1875 Connecticut Ave NW Ste 540 Washington DC 20009 237200739 501(c)(3) 50000 Hurricane Sandy disaster relief Greater Lansing Non-Profit Housing Corporation 600 W Maple Street Lansing MI 48906 237135627 501(c)(3) 80000 Grant to support AARP Foundation's housing initiative Health and Welfare Council of Long Island 150 Broadhollow Road Ste 118 Melville NY 11747 111858098 501(c)(3) 20000 Hurricane Sandy disaster relief Huntington Area Food Bank 1327 7th Avenue Huntington WV 25701 550625915 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Legal Services for New York City 40 Worth St Ste 606 New York NY 10013 132600199 501(c)(3) 10000 Hurricane Sandy disaster relief Lifetime Arts 81 Centre Ave Ste 307 New Rochelle NY 10801 262206214 501(c)(3) 170000 Grant to support AARP Foundation's isolation initiative Mountaineer Food Bank Inc 484 Enterprise Drive Gassaway WV 26624 550611100 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. City Harvest Inc 575 8th Avenue 4th Fl New York NY 10018 133170676 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Community Food Bank of New Jersey 31 Evans Terminal Road Hillside NJ 07205 222423882 501(c)(3) 95000 Donation to provide food assistance to 50+ adults in hurricane affected regions. Houston Food Bank 535 Portwall Street Houston TX 77029 742181456 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Interfaith Ministries for Greater Houston 3217 Montrose Blvd Houston TX 77006 741488102 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Island Harvest 199 Second Street Mineola NY 11501 113136350 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Jewish Community Center of Houston 5601 South Braeswood Houston TX 77096 741198298 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Long Island Cares Inc 10 Davids Drive Hauppauge NY 11788 112524512 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Los Angeles Regional Food Bank 1734 East 41st Street Los Angeles CA 90058 953135649 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Second Harvest Food Bank of Orange County 8014 Marine Way Irvine CA 92618 953033494 501(c)(3) 30593 Donation to provide support to 50+ adults in need of food assistance. Southeast Texas Food Bank 3845 S MLK Jr Parkway Beaumont TX 77705 760338721 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Steelworkers Oldtimers Foundation 3355 East Gage Avenue Huntington Park CA 90255 956126109 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Young Mens and Womens Hebrew Association 54 Nagle Avenue New York NY 10040 131635308 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. NassauSuffolk Law Services Committee One Helen Keller Way 5th Fl Hempstead NY 11550 112125411 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Sargent Shriver National Center on Poverty Law 50 E Washington St Ste 500 Chicago IL 60602 363151279 501(c)(3) 15000 Donation to advance the legal rights of the 50+ population Neighborhood of Affordable Housing 143 Border Street E Boston MA 02128 042964630 501(c)(3) 200000 Grant to develop sustainable home repair solutions for the 50+. National Academy of Elder Law Attorneys 1577 Spring Hill Rd Ste 220 Vienna VA 22182 860620517 501(c)(6) 10000 Grant to select 10 AARP Foundation Litigation Jerry Florence Scholarships New York City Police Foundation Inc 555 5th Ave 15th Fl New York NY 10017 132711338 501(c)(3) 50000 Hurricane Sandy disaster relief Northeast New Jersey Legal Services Corporation 574 Summit Avenue Jersey City NJ 07306 221898061 501(c)(3) 10000 Hurricane Sandy disaster relief Ocean Monmouth Legal Services Inc 303 W Main Street 3rd Fl Freehold NJ 07728 221830297 501(c)(3) 10000 Hurricane Sandy disaster relief Outreach Inc 301 Center St PO Box 361 Union IA 50258 200636360 501(c)(3) 250000 Grant to fund a food drive providing 1 million meals to seniors in need of food assistance. Meals on Wheels West 1823-A Michigan Avenue Santa Monica CA 90404 954613280 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Meals on Wheels of West Los Angeles 900 Hilgard Avenue Los Angeles CA 90024 954847907 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Meals on Wheels of Staten Island 304 Port Richmond Avenue Staten Island NY 10302 132894978 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Meals on Wheels Association of America 203 S Union Street Alexandria VA 22314 237447812 501(c)(3) 50000 Grant to provide food assistance to 50+ adults in hurricane affected regions. Strong Food LA Kitchen 1822 Park Road NW Washington DC 20010 461639779 501(c)(3) 1000000 Grant to support aging adults through the provision of fresh, healthy food. Metropolitan NY Coordinating Council on Jewish Poverty 80 Maiden Lane 21st Fl New York NY 10038 132738818 501(c)(3) 10000 Hurricane Sandy disaster relief Preston County Senior Citizens Inc PO Box 10 Kingwood WV 26537 550546659 501(c)(3) 6030 Donation to provide support for 50+ adults in need of consumer protection. Rebuilding Together 1899 L Street NW Ste 1000 Washington DC 20036 521585880 501(c)(3) 250000 Grant to develop sustainable home repair solutions for the 50+. SelfHelp Community Services Inc 520 8th Ave 5th Fl New York NY 10018 131624178 501(c)(3) 217225 Grant to develop sustainable home repair solutions for the 50+. South Jersey Legal Services Inc 745 Market Street Camden NJ 08102 221843254 501(c)(3) 10000 Hurricane Sandy disaster relief Statewide Legal Services of Connecticut 425 Main Street Middleton CT 06457 061445097 501(c)(3) 10000 Hurricane Sandy disaster relief The Food Bank of Lower Fairfield County Inc 461 Glenbrook Road Stamford CT 06906 020684220 501(c)(3) 10000 Hurricane Sandy disaster relief The New Jersey Police Chiefs Foundation 10000 Lincoln Drive Ste 201 Marlton NJ 08053 510447500 501(c)(3) 50000 Grant to aid in Hurricane Sandy disaster relief The New York City Firefighter Disaster Relief Fund Inc 204 E 23rd Street New York NY 10010 461378378 501(c)(3) 50000 Grant to aid in Hurricane Sandy disaster relief The Oasis Institute 7710 Carondelet Ste 125 Saint Louis MO 63105 431830354 501(c)(3) 225000 Grant to develop innovative solutions to alleviate isolation for the 50+. The Salvation Army 615 Slaters Lane Alexandria VA 22313 135562351 501(c)(3) 80000 Grant to support Hurricane Sandy disaster relief Toms River Police Foundation 255 Oak Avenue Toms River NJ 08754 300278975 501(c)(3) 50000 Grant to support Hurricane Sandy disaster relief United Way of New York City 2 Park Avenue 2nd Fl New York NY 10016 132617681 501(c)(3) 20000 Hurricane Sandy disaster relief University of Kentucky Research Foundation 301 Peterson Service Building Lexington KY 40506 616033693 501(c)(3) 35000 Grant to develop innovative solutions to alleviate isolation for the 50+. Volunteers of Legal Service Inc 281 Park Avenue New York NY 10010 133234630 501(c)(3) 10000 Hurricane Sandy disaster relief Wisconsin Sustainable Futures Network Inc co Little Free Library 2616 Mason Street Madison WI 53705 391995815 501(c)(3) 70000 Grant to develop innovative solutions to alleviate isolation for the 50+. 67 2 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 14000 57394982 AARP Employee Crisis Fund 5 16500 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 X 1 0 0 1 1 0 0 0 0 Jo Ann Jenkins 243944 66056 87375 0 1527 0 10000 43025 13166 0 356012 109081 0 0 Patricia D Shannon 214034 0 47405 0 762 0 10000 43025 10465 0 282666 43025 0 0 David Whitehead 225158 23320 52348 0 1051 0 10000 43025 17766 0 306323 66345 0 0 Deborah Briceland-Betts 179016 0 38307 0 2128 0 8693 37401 10302 0 238446 37401 0 0 Deborah Armenti 174931 0 37432 0 4879 0 7433 36548 6479 0 231154 36548 0 0 Phyllis Kim 200012 0 30299 0 1063 0 8061 39636 10923 0 250358 39636 0 0 Maxine Baker 199038 0 0 0 1726 0 7962 34255 1056 0 209782 34255 0 0 Anisa Tootla 151412 0 37662 0 118393 0 7563 32539 5050 0 320080 32539 0 0 Bonnie Speedy 195034 0 41247 0 684 0 9451 40664 10377 0 256793 40664 0 0 Vivian Vasallo 182559 0 34957 0 469 0 8701 37435 6351 0 233037 37435 0 0 Emily Allen 177600 0 39289 0 396 0 8675 37327 10818 0 236778 37327 0 0 Stacy Canan 172118 407 35378 0 1321 0 8316 35780 15255 0 232388 36187 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 4a Anisa Tootla received a separation payment in the amount of $117,883 in 2012. 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 1 0 0 0 0 A 1 Organization Mission Statement Form 990, Part III, Line 1, Description of Organization's 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. The Foundation helps struggling seniors by being a force for change on the most serious issues they face today. We provide: Direct Assistance Working with local groups, government and national organizations, and corporations, the Foundation creates and supports solutions that help older people meet life's essentials: food, housing, income and personal connection. Legal Advocacy We stand up for mature individuals in the courts. AARP Foundation Litigation advocates on behalf of older Americans, protecting their legal rights in critical retirement, health, long-term care and consumer issues. Raising Awareness We work to increase awareness among individuals and thought leaders about the critical issues low-income older Americans face today, including research into causes and longtime solutions for these problems. Form 990, Part VI, Section A, line 4 AARP Foundation's bylaws were amended to conform to the new DC Nonprofit Corporation Act. Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints 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 AARP Board of Directors, designating a successor. Form 990, Part VI, Section A, line 7b The AARP Board of Directors appoints 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 AARP Board of Directors, designating a successor. 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 Officer. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Officer 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 for performance of charitable program activities B 9298586 grant agreement AARP Inc - Cash contributions C 15750000 cash paid AARP Inc - Bond standby agreement E 25000000 in the event of default AARP Inc - In-kind shared services M 12520673 allocable cost AARP Inc - In-kind advertising M 2987521 publication space market value AARP Inc - Mailing lists N 0 see supplemental information AARP Inc - Postage printing telephone expenses P 135947 costs incurred AARP Inc - Building maintanence P 519627 costs incurred AARP Inc - Salaries for dual employees P 196373 actual salaries for time reported AARP Inc - Salaries for dual employees Q 501100 actual salaries for time reported AARP Inc - 25k Annual fee for line of credit and 15k for national event R 40000 cash paid Legal Counsel for the Elderly - Intercompany rent J 353432 cost AARP Institute - In-kind shared services L 246280 allocable cost AARP Services Inc B 40000 cash paid AARP Services Inc M 541021 costs incurred AARP Andrus Insurance Fund (workers' comp insurance) R 2073765 premiums paid Mailing list explanation: 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.