2012-05-14T15:23:28-05:00 2011-12-31 990 2011-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Jo Ann Jenkins 2024343399 2012-05-11 2011 2016-02-24 21:20:13Z Jo Ann Jenkins 601 E Street NW Tax Dept Washington DC 20049 164082839 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 - and achieve their best lives. 9 9 293 39609 0 0 172999635 138735319 54498 0 3110312 1765586 -100774 -1704 176063671 140499201 115528682 78631613 0 0 25683678 26871700 775116 984851 11451815 29678066 32313352 171665542 138801516 4398129 1697685 110185168 108083041 47514560 45602825 62670608 62480216 X A country free of poverty and where no older person feels vulnerable. See Schedule OToday, more than 33 million older Americans - one in four - are struggling to meet one or more of their most basic needs. In 2011, AARP Foundation helped more than 2.8 million vulnerable, low-income older Americans who struggled to meet their basic needs for adequate and/or nutritious food, safe and affordable housing, adequate income and much-needed personal connections in addition to providing over 5.8 million meals. In addition, AARP Foundation Litigation acted as an advocate in courts nationwide for the rights of people 50+, assuring they had a voice in the judicial system.AARP Foundation is working side by side with trusted organizations nationwide to reach more people and make resources go further, so those in need can take control and move forward. 0 0 86635103 70079907 SCSEP/Worksearch connects job seekers to viable community job opportunities to improve their economic self-sufficiency. WorkSearch 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 the AARP Foundation Senior Community Service Employment Program (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 2011, more than 65,000 people were connected to local job opportunities. www.aarpworksearch.org 9224522 AARP Foundation Tax-Aide is the nation's largest, free, volunteer-run tax preparation and assistance service available to low- and moderate-income taxpayers-with special attention to those aged 60 and older. In 2011, over 35,000 AARP 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 2011 highlights include putting $228 million in the pockets of those who need it most by filing 204,000 EITC returns and achieving a 95% e-filing rate. www.aarp.org/taxaide 5108941 2449872 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, conducting research and identifying long-term sustainable solutions to address the root causes of hunger among older adults. In 2011, the program provided over 5.8 million meals through food and funds raised and donated to local hunger relief organizations as part of our Drive to End Hunger initiative; processed 6,000 SNAP eligibility pre-screenings and 800 application submissions; awarded more than $1.9 million in grants; and released a report entitled "Food Insecurity Among Older Adults," which documented national and state rates of food insecurity among adults 50 and older. www.drivetoendhunger.org; www.aarp.org/hunger. 4323530 18750 Litigation: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/ 1752214 1752214 Income Grants:AARP Foundation's Income Impact Area awarded over $1.7 million in grants to 10 organizations to deliver programs and services to older adults in 11 states over the next two years. The purpose of these grants was to identify and fund innovative and strategic business models that address the specific and unique needs of low income workers age 50+ as they recover from the recession. While helping people obtain jobs offering good wages and benefits is the most critical element of recovery, obtaining a job is not enough. In dealing with long-term unemployment and with the potential reduction of unemployment benefits, older workers also need access to income supports and social services necessary to meet their basic needs and protect their families' financial security. 1719076 12100 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 frauded. In 2011, 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 1077315 245000 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 2011, the Foundation provided information services and counseling delivery on foreclosure prevention to over 200,000 people; began a pilot in Charlottesville, VA creating a "21st century senior center" that provides a continuum of services with affordable housing in collaboration with Habitat for Humanity of Charlottesville, VA; provided a grant to Habitat to build affordable housing for low-income seniors; and built a strategic framework for its future interventions. Also in 2011, the grant-funded Neighborworks program educated more than 85,000 homeowners over the age of 50 on how to recognize the signs or "red flags" of loan modification and other homeownership related scams, as well as who to turn to for help. The program especially targeted women and minority homeowners living in geographic areas at a disproportionately higher risk of foreclosure and foreclosure scams. 661397 502382 Women's Scholarship Program:The AARP Foundation Women's Scholarship Program is helping win back opportunity for low-income women by funding education, training, and skills upgrades that can lead to better employment and increased financial security for women and their families. In 2011, The AARP Foundation Women's Scholarship Program awarded scholarships to 372 eligible 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 574498 0 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 individuals who are isolated or are at risk for isolation as well as understand the environmental factors that may put individuals at risk. In 2011, the Foundation developed an isolation strategic framework, business plans for potential interventions, and a multi-part research agenda to gain a deep understanding of isolation within the low-to-moderate income 50+ population. 1891579 0 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 2011 alone, over 5900 clients were served by this program through the generous support of over 4200 volunteers. Also in 2011, AARP Foundation prepared for the 2012 launch of a pre-paid debit card product targeted to low-income consumers. 265877 0 Benefits Outreach:The Benefits Outreach program and technology platform, Benefit QuickLink, offers assistance to low income older adults in determining eligibility for a number of public and private benefit programs that help pay for prescription drugs, doctor's bills, property taxes, groceries, heating bills, and more. In 2011, over 20,000 individuals were assisted with screenings and benefits enrollment assistance with a value of identified benefits of over $36 million. 3599884 3599884 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 focused on care giving, nursing, community centers, food insecurity, asset protection and driver safety. 3013712 602354 Various Grants, Contributions, and Other Programs:AARP Foundation supported Japan and Haiti natural 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. 18879082 6732684 119847648 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 0 0 1 0 1 217 0 1 293 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 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 Mae Mendelson 1.00 X X 0 19994 0 George Rowan 1.00 X X 0 1122 0 Joan Ruff 1.00 X X 1159 0 0 Kathleen Edmond 1.00 X X 0 0 0 J David Nelson 1.00 X 0 7647 0 Fernando Torres-Gil 1.00 X 0 0 0 Neal Cutler 1.00 X 0 0 0 Marc Ginsberg 1.00 X 0 0 0 Sandra Ulsh 1.00 X 0 0 0 Jo Ann Jenkins 58.00 X 351002 50431 58104 Patricia D Shannon 49.00 X 245785 0 55750 David Whitehead 54.00 X 268662 15235 62774 Deborah Briceland-Betts 47.00 X 205597 0 47764 Vivian Vasallo 48.00 X 198196 0 43049 Deborah Armenti 48.00 X 178310 0 39048 Phyllis Kim 46.00 X 154359 0 33628 Julia Stephens 45.00 X 225596 0 34956 Bonnie Speedy 52.00 X 224420 0 51586 Stacy Canan 45.00 X 207482 2697 55467 Anisa Tootla 55.00 X 190360 0 41529 Carol Rewers 52.00 X 101616 102040 18146 2552544 199166 541801 46 0 1 0 Sapient Government Services 131 Dartmouth Street 3rd Floor Boston MA 02116 Business Advisory 2523587 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Suite 300 Arlington VA 22209 Professional Fundraising Services 849811 Production Solutions Inc 1953 Gallows Road Suite 600 Vienna VA 22182 Commercial Printing Services 653356 Bridgeline Digital Inc 80 Blanchard Road Boston MA 01803 IT Services 597861 Tri-State Envelope Corporation 20 Market Street Ashland PA 17921 Commercial Printing Services 534510 25 15401169 93560561 29773589 2393 138735319 1809273 1809273 354270 354270 0 0 23185681 23229368 -43687 -43687 -43687 Miscellaneous income 900099 7015 7015 Change in value-Charit 900099 -8719 -8719 -1704 140499201 0 0 1763882 9259556 9259556 69372057 69372057 1726624 791875 639475 295274 20051446 16093086 2234001 1724359 691510 559129 72995 59386 2870512 2218449 379628 272435 1531608 1196578 192585 142445 154542 154542 165462 462 165000 984851 984851 4862622 2790034 1999394 73194 2868354 1095651 475620 1297083 2326921 2269139 41867 15915 1684408 1178853 55595 449960 2072742 1937403 65874 69465 1188966 996561 102020 90385 226497 172587 53910 49795 37023 6100 6672 782765 580925 96750 105090 115492 115492 Printing and postage 7660931 1741176 238830 5680925 Volunteer travel/activi 5938774 5873814 64433 527 Telecommunication expen 850204 797593 32945 19666 Miscellaneous operating 498114 225685 240501 31928 866763 505470 229038 132255 138801516 119847648 7502053 11451815 X 6237916 1378531 0 4859385 3849556 21247153 10696553 7876378 5841121 481908 1040438 1912657 23033231 5463526 18335211 17569705 54550088 61918562 5977414 5208195 750000 213557 408486 391227 110185168 108083041 12742196 9809796 836439 4443252 5016462 2771422 25000000 25000000 3919463 3578355 47514560 45602825 X 54537754 60012685 8132854 2467531 62670608 62480216 110185168 108083041 X 1697685 -1888077 X 0 1 1 X 1 1 X 122761059 125132376 117816589 173005285 138735319 677450628 122761059 125132376 117816589 173005285 138735319 677450628 56616367 620834261 3029198 3101236 2709986 1672972 1809273 12322665 796167 399520 90667 62373 7015 1355742 691129035 1348727 0.89830 0.88730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 17759493 4939749 12819744 833738 523777 309961 17569705 Charitable gift annuity liability 3578355 3578355 140499201 138801516 1697685 -1888547 470 -1888077 -190392 191694886 -1888547 53050952 -320990 50841415 140853471 -354270 -354270 140499201 192224552 53050482 372554 53423036 138801516 0 138801516 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: The AARP Foundation recognizes income tax positions based on a "more-likely than-not" threshold. The Foundation has no material uncertain income tax positions in 2011 or 2010. Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) -320,990. Part XII, Line 4b - Other Adjustments: Rental expense netted against gross rents on Form 990, page 9, line 6b -354,270. Part XIII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) 18,284. Rental expense netted against gross rents on Form 990, page 9, line 6b 354,270. . 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 848485 -848485 Covenant Calls LLC 1539 Fall River Avenue Ste 3 Seekonk WA 02771 Gift planning consultation 0 0 294819 -294819 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk WA 02771 Professional Solicitor 0 0 315967 -315967 M&R Strategic Services Inc 2120 L Street NW 6th Fl Washington DC 20037 Creative online marketing services 0 0 157345 -157345 Mindset Direct LLC 1700 N Jefferson Street Suite 200 Arlington VA 22205 Direct mail production management services 0 0 104678 -104678 1721294 -1721294 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 postage and travel expenses. Beginning in June 2011, Covenant Calls LLC was hired as 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 $195,528 Printing & postage 49,705 Advertising & promotion 589,050 Miscellaneous expense 14,202 Total paid to Chapman Cubine $848,485 Adams Hussey & Associates Covenant Calls LLC Professional fundraising fee $269,661 Printing & postage 1,118 Advertising & promotion 22,000 Travel expenses 2,040 Total paid to Covenant Calls LLC $294,819 Gift Strategies LLC Professional fundraising fee $292,413 Printing & postage 4,386 Advertising & promotion 15,000 Travel expenses 4,168 Total paid to Gift Strategies LLC $315,967 M&R Strategic Services Professional fundraising fee $144,900 Printing & postage 81 Advertising & promotion 10,775 Travel expenses 1,543 Telecommunication expense 46 Total paid to M&R Strategic Svcs $157,345 MINDset Direct Professional fundraising fee $ 82,350 Advertising & promotion 20,000 Travel expenses 2,328 Total paid to MINDset Direct $104,678 Total amounts paid to fundraisers $1,721,294 1 AARP Inc 601 E St NW Washington DC 20049 951985500 501(c)(4) 3599884 AARP, Inc. charitable work conducted on behalf of the AARP Foundation Helpage USA 4750 41st Street NW Washington DC 20016 431750256 501(c)(3) 242630 Collaboration for emergency preparedness in global health provision Be The Change Inc 2 Canal Park Cambridge MA 02141 260402451 501(c)(3) 250000 Support the "Opportunity Nation" platform devoted to help promote mobility amoung Americans 50+ ACT Inc 301 Act Drive Iowa City IA 52243 420841485 501(c)(3) 502382 Scholarships to retrain women for the workforce Centro de Salud Familiar La Fe Inc 1314 E Yandell Drive El Paso TX 79902 741842169 501(c)(3) 292492 Grant to support AARP Foundation's hunger initiative Lifelong AIDS Alliance 1002 E Seneca Seattle WA 98122 911215715 501(c)(3) 279646 Grant to support AARP Foundation's hunger initiative Texas A&M University System Health Science Center Research Foundation 400 Harvey Mitchell Parkway South Ste 300 College Station TX 80501 741238434 501(c)(3) 268974 Grant to support AARP Foundation's hunger initiative Habitat for Humanity 501 Grove Avenue Charlottesville VA 22902 541574925 501(c)(3) 235000 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) 223000 Grant to support AARP Foundation's hunger initiative Boston Medical Center 85 E Concord Street Boston MA 02118 043314093 501(c)(3) 224873 Grant to support AARP Foundation's hunger initiative Operation ABLE of Michigan 4750 Woodward Avenue Ste 201 Detroit MI 48201 382861705 501(c)(3) 200000 Grant to support AARP Foundation's income initiative YWCA of San Gabriel Valley 943 N Grand Avenue Covina CA 91724 951641967 501(c)(3) 200000 Grant to support AARP Foundation's income initiative The Workplace 350 Fairfield Ave Bridgeport CT 06604 222484517 501(c)(3) 199872 Grant to support AARP Foundation's income initiative Lane Workforce Partnership 1500 Valley River Dr Ste 150 Eugene OR 97401 930886373 501(c)(3) 199320 Grant to support AARP Foundation's income initiative Human Resource Dvlpmt Council of District Inc dba Gallatin Valley Food Bank 32 South Tracy Avenue Bozeman MT 59750 810350886 501(c)(3) 199239 Grant to support AARP Foundation's hunger initiative Senior Service America Inc 8403 Colesville Road Ste 1200 Silver Spring MD 20910 526048236 501(c)(3) 198876 Grant to support AARP Foundation's income initiative Florida Institute for Workforce PO Box 13522 Gainesville FL 32604 592596359 501(c)(3) 190880 Grant to support AARP Foundation's income initiative Urban League of Greater Dallas 4315 S Lancaster Road Dallas TX 75216 741590488 501(c)(3) 188266 Grant to support AARP Foundation's income initiative Byte Back Inc 815 Monroe Street NE Washington DC 20017 522061398 501(c)(3) 160000 Grant to support AARP Foundation's income initiative First Nations Development Institute 351 Coffman Street Ste 200 Longmont CO 80501 541254491 501(c)(3) 187660 Grant to support AARP Foundation's hunger initiative Western Mountains Alliance 165 Front Street Ste 1 Farmington ME 04938 010432056 501(c)(3) 153429 Grant to support AARP Foundation's hunger initiative Action for Boston Community Development 178 Tremont Street Boston MA 02111 042304133 501(c)(3) 144935 Grant to support AARP Foundation's hunger initiative Hidalgo Medical Services 530 E Demoss Street Lordsburg NM 88045 850292834 501(c)(3) 123124 Grant to support AARP Foundation's hunger initiative Community Action Program Corporation of Washington 218 Putnam Street Marietta OH 45750 310738285 501(c)(3) 100000 Grant to support AARP Foundation's income initiative RESOURCE 1900 Chicago Avenue S Minneapolis MN 55404 410828779 501(c)(3) 100000 Grant to support AARP Foundation's income initiative Collective Roots Garden Project Inc 1785 Woodland Avenue East Palo Alto CA 94303 710901459 501(c)(3) 90000 Grant to support AARP Foundation's hunger initiative Business and Professional Womens's Foundation 1718 M Street NW Washington DC 20036 530237067 501(c)(3) 90000 Grant to assist mature women veterans re-enter the workplace. International Mental Health Research PO Box 680 Rutherford CA 94573 680359707 501(c)(3) 50000 Contribution to develop a comprehensive roadmap for brain research Library of Congress 101 Independence Avenue SE Washington DC 20540 government 32000 Contribution to support aging research symposium Living Cities 55 West 125th Street New York NY 10027 260003950 501(c)(3) 16894 Develop economic assistance model for low income seniors in urban areas City Harvest Inc 575 8th Avenue 4th Fl New York NY 10018 133170676 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Community Food Bank of New Jersey 31 Evans Terminal Road Hillside NJ 07205 222423882 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Houston Food Bank 535 Portwall Street Houston TX 77029 742181456 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Interfaith Ministries for Greater Houston 3217 Montrose Blvd Houston TX 77006 741488102 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Island Harvest 199 Second Street Mineola NY 11501 113136350 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Jewish Community Center of Houston 5601 South Braeswood Houston TX 77096 741198298 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Long Island Cares Inc 10 Davids Drive Hauppauge NY 11788 112524512 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Los Angeles Regional Foodbank 1734 East 41st Street Los Angeles CA 90058 953135649 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Second Harvest Food Bank of Orange County 8014 Marine Way Irvine CA 92618 953033494 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Southeast Texas Food Bank 3845 S MLK Jr Parkway Beaumont TX 77705 760338721 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Steelworkers Oldtimers Foundation 3355 East Gage Avenue Huntington Park CA 90255 956126109 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Young Mens and Womens Hebrew Association 54 Nagle Avenue New York NY 10040 131635308 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Food Bank of Iowa 222 East 17th Street Des Moines IA 50316 421177880 501(c)(3) 10000 Donation to help provide short-term support to older Americans in need of food assistance Greater Chicago Food Depository 4100 W Ann Lurie Place Chicago IL 60632 362971884 501(c)(3) 10000 Donation to help provide support to American families in need of food assistance Hosea Feed the Hungry 1035 Donnelly Avenue Atlanta GA 30310 581340903 501(c)(3) 10000 Donation to help provide short-term support to older Americans in need of food assistance National Academy of Elder Law 1577 Spring Hill Rd Ste 220 Vienna VA 22182 860620517 501(c)(3) 10000 Grant to select 10 AARP Foundation Litigation Jerry Florence Scholarships San Antonio Food Bank 5200 Old Highway 90 West San Antonio TX 78227 742122979 501(c)(3) 10000 Donation to support American families in need of food assistance, especially seniors Legal Aid of West Virginia 922 Quarrier St 4th Fl Charleston WV 25301 311789739 501(c)(3) 7100 Donation to ensure low-income West Virginians have access to justice Hawkeye Valley Area Agency on Aging 2101 Kimball Ave Ste 320 Waterloo IA 50702 521621262 501(c)(3) 6250 State coordinating agency for the AARP Foundation Money Management Program Southeast Louisiana Legal Services 1200 Derek Drive Ste 100 Hammond LA 70403 720877422 501(c)(3) 6250 Grant to provide legal services and assistance to Louisiana residents Meals on Wheels West 1823-A Michigan Avenue Santa Monica CA 90404 954613280 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Meals on Wheels West Los Angeles 900 Hilgard Avenue Los Angeles CA 90024 954847907 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. Meals on Wheels Stanton Island 304 Port Richmond Avenue Stanton Island CA 10302 132894878 501(c)(3) 14000 Donation to provide support for 50+ adults in need of food assistance. 51 2 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 21380 69349057 AARP Employee Crisis Fund 9 23000 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 251883 50431 95289 0 3830 0 9800 36162 12142 0 372944 86593 0 0 Patricia D Shannon 212356 0 32653 0 776 0 9800 36162 9788 0 265373 36162 0 0 David Whitehead 230665 15235 36950 0 1047 0 9800 36162 16812 0 295274 51397 0 0 Deborah Briceland-Betts 180334 0 23102 0 2161 0 8137 30027 9600 0 223334 30027 0 0 Vivian Vasallo 179014 0 18344 0 838 0 7894 29130 6025 0 212115 29130 0 0 Deborah Armenti 162529 0 15057 0 724 0 2664 26212 10172 0 191146 26212 0 0 Phyllis Kim 153855 0 0 0 504 0 3384 22709 7535 0 165278 22709 0 0 Julia Stephens 127264 0 24994 0 73338 0 6090 22473 6393 0 238079 22473 0 0 Bonnie Speedy 194005 0 29257 0 1158 0 8930 32953 9703 0 243053 32953 0 0 Stacy Canan 184007 2697 20814 0 2661 0 8301 30630 16536 0 232319 33327 0 0 Anisa Tootla 171310 0 18167 0 883 0 7579 27967 5983 0 203922 27967 0 0 Carol Rewers 70381 0 13617 0 17618 102040 3360 12398 2388 0 107364 114438 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 Mendelson, Rowan, Torres-Gil, and J. David Nelson 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 Ruff, Edmond, Cutler, Ginsberg, 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 Julia Stephens received a separation payment in the amount of $72,178.27 in 2011. Carol Rewers received a separation payment in the amount of $118,151.53 in 2011. Of that amount AARP Foundation paid $16,111.57 and AARP paid $102,039.96. 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. District of Columbia 536001131 254839H48 2004-10-21 25000000 Purchase of office space 0 0 0 25000000 23688767 1311233 2004 0 0 1 1 0 1 0 0 0 0 Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints the 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's Controller's Office and Office of General Counsel. The Form 990 is reviewed by Foundation's CFO and President. 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 All board members and employees (including officers) are required to review the ethics policy, formally acknowledge their understanding of the policy annually, 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -1,888,547. Donated services and use of facilities: 470. Total to Form 990, Part XI, Line 5: -1,888,077. AARP Inc 601 E St 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 St 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 0 Legal Counsel for the Elderly 601 E St 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 Insurance Plan 601 E St 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 AARP Services Inc 601 E Street NW Washington DC 20004 522141065 Quality Control and Research DE AARP Inc C 0 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 AARP Inc - Grant award for performance of charitable program activities B 3599884 grant agreement AARP Inc - Cash contributions C 15401169 cash paid AARP Inc - Bond standby agreement E 25000000 in the event of default AARP Inc - In-kind shared services L 10899745 allocable cost AARP Inc - In-kind advertising L 2773534 publication space market value AARP Inc - Mailing lists M 0 see supplemental information AARP Inc - Postage printing telephone expenses O 155057 costs incurred AARP Inc - Building maintanence O 518399 costs incurred AARP Inc - Salaries for dual employees O 274878 actual salaries for time reported AARP Inc - Salaries for dual employees P 365986 actual salaries for time reported AARP Inc - 25k Annual fee for line of credit and 15k for national event Q 40000 cash paid Legal Counsel for the Elderly - Intercompany rent I 354270 cost AARP Institute - In-kind shared services K 75913 allocable cost AARP Services Inc L 550922 costs incurred 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. While the AARP Foundation currently exchanges a small subset of its mailing list with other charities, 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.