2015-06-28T05:54:47-05:00 2014-12-31 990 2014-01-01 520794300 AARP Foundation AARP 2024343399 601 E Street NW Tax Dept Washington DC 20049 Patricia D Shannon CFO & SVP 2024343399 2015-06-26 2014 2016-03-07 17:11:31Z Lisa Marsh Ryerson 601 E Street NW Tax Dept Washington DC 20049 198166885 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 serves vulnerable people 50+ by creating and advancing effective solutions that help them secure the essentials. 9 9 264 41393 0 0 141215603 142542859 0 0 2994156 3385064 443533 682357 144653292 146610280 70656367 66272427 0 0 28440765 30839253 973832 1357766 18018915 42673990 46073592 142744954 144543038 1908338 2067242 132599058 136012640 54221480 55433947 78377578 80578693 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 70350441 52878990 The Senior Community Service Employment Program (SCSEP)-The purpose of SCSEP is 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 2013/2014 more than 13,000 people were served. www.aarpworksearch.org 12368471 945000 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 2014, 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 2014 highlights include putting $258 million in the pockets of those who need it by filing 218,925 EITC returns and achieving a 98% e-filing rate which increase both accuracy of returns prepared and the speed of refunds to taxpayers. www.aarp.org/taxaide 5598122 1573832 Hunger-AARP Foundation's Hunger Impact Area is dedicated to ending hunger among older Americans (50+) by focusing on sustainable, long-term public health and market-driven solutions to help meet the dietary needs of older adults, especially those of the nearly ten million food insecure. Our two pillars focus on: 1) Hunger as a health issue and 2) Maximizing value for the low-income consumer through the food supply chain to ensure we are improving access to safe, affordable, nutritious foods that focus on health promotion and chronic disease prevention. Through a robust research agenda, increased SNAP outreach and application assistance program, grants to local, regional, and national organizations and the continued national awareness campaign as part of the Drive to End Hunger Initiative with AARP the Hunger Impact Area is helping to fill the evidence gap as well as provide long-term solutions to ending hunger for older Americans.For additional information about our work, visit www.aarpfoundation.org/foodsecurity. 4572078 0 Litigation-AARP Foundation Litigation (AFL) works to protect and preserve the legal rights of individuals aged 50+ by representing them in significant court cases and by writing 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/ 1878967 225161 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 2014, the Foundation reached over 150 thousand households with housing information, supported the preservation or production of over 20,000 homes through counseling, home retrofits/repairs and development, and committed over $200,000 in grants. The Foundation commissioned and released research from Harvard University Joint Center for Housing Studies entitled "Housing America's Older Adults," a report on the state of housing for older adults. The Foundation continues its role as a thought leader by convening industry experts on aging-in-place and health-and-housing matters. 665955 4100 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 your assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals-whatever they may be-and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. AARP Foundation Finances 50+ provided financial capability training to over 2400 participants in 2014. 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. 5822895 5822895 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. 8968717 2760386 Various Grants, Contributions and Other Programs-AARP Foundation provided a grant to support the launch of a program-related investment fund that will address the issues of food security, affordable housing, lack of income, and isolation among vulnerable older adults. The Foundation also sponsored events and conferences that highlighted tangible ways to create more opportunity in America for low-income seniors, supported employees in crisis, engaged in educational initiatives to help low-income seniors retain and protect assets, and provided contributions to organizations throughout mid-west and northeast to support winter cold relief. 3625201 1304813 Isolation-More than 8 million older adults are socially isolated and, therefore, at risk of poor health. The number of vulnerable Americans age 50+ who are experiencing isolation has been on the rise and is expected to increase in the coming years. AARP Foundation's Isolation work is focused on developing and delivering solutions that help vulnerable individuals over 50 stay socially connected, prevent isolation, and improve related health outcomes. In 2014, the Foundation managed a range of grants and Foundation-led pilot programs, including Mentor Up, an intergenerational service initiative that encourages young people to volunteer with older adults at risk of social isolation. In support of its Isolation work, AARP Foundation also continued to advance a multi-pronged research agenda designed to gain a deep understanding of isolation within the low-to-moderate income 50+ population. 2886680 207636 Consumer Fraud-AARP Foundations helps low income older adults maintain their income by learning how to recognize, refuse and report financial fraud, scams and abuse. AARP Foundation has been at the forefront of fighting fraud for years and is one of only a few national organizations providing fraud prevention programs and services designed specifically for older adults. AARP Foundation currently operates three call centers (Seattle, Denver and Atlanta) that enable us to scale our operations nationally. AARP Foundation's consumer fraud peer counseling program using highly trained staff and volunteers work to educate the most vulnerable consumers, increasing resistance among chronic lottery fraud victims. In addition, AARP Foundation provides customized consumer education and training through multiple channels including in person, online and through publications. In 2014, the combined AARP Foundation consumer fraud prevention programs reached over 150,000 vulnerable older adults. www.aarpelderwatch.org. 2093140 549614 Back to Work 50+AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. BACK TO WORK 50+ was launched in 2013 in three communities and served 2400 people. Beginning in 2014, through a collaboration with the American Association of Community Colleges (AACC) and the National Association of Workforce Boards (NAWB) series of expansion Grants, AARP Foundation works with 15 community colleges (CCs) and 5 workforce investment boards (WIBs) in 20 locations to support sector-focused, employer-driven collaboration. These collaborations will help us more than double the number of people who receive services and are able to enroll in coaching and short-term training support. Since 2013, BACK TO WORK 50+ has served over 7000 50+ job candidates. (www.aarp.org/backtowork50plus) and in 2014 was awarded a Social Innovation Fund grant from the Corporation for National and Community Service to evaluate and scale the model. 30513633 10874605 118830667 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 1 211 0 1 264 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 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 X Diane Pratt Chairperson (as of 6/5/14) 6.00 10.00 X X 0 227 0 Jaime Gutierrez Vice Chair (as of 6/5/14) 6.00 0.00 X X 780 0 0 Sandra Ulsh Sec/Treas & Finance Chair 6.00 0.00 X X 0 0 0 Kathleen Edmond Audit Chair (as of 6/5/14) 6.00 0.00 X 2564 0 0 Neal Cutler Board Member 6.00 0.00 X 1844 0 0 Catherine Alicia Georges Board Member 6.00 10.00 X 0 834 0 Harry E Johnson Board Member 6.00 0.00 X 1801 0 0 Lloyd Johnson Board Member 6.00 10.00 X 0 0 0 Barbara Ann O'Connor Board Member 6.00 10.00 X 0 2762 0 J David Nelson Chairperson (until 6/5/14) 6.00 10.00 X 0 4971 0 Ronald Daly Director (until 6/5/14) 6.00 10.00 X 0 6526 0 Allen Douma Director (until 6/5/14) 6.00 10.00 X 0 15864 0 Doris Koo Director (until 6/5/14) 6.00 10.00 X 0 1216 0 Lisa Marsh Ryerson President 40.00 1.00 X 297927 4137 69868 Patricia D Shannon CFO & SVP 40.00 0.00 X 321313 0 63188 David Whitehead SVP & Chief Development Of 40.00 1.00 X 318898 2883 70651 Deborah Briceland-Betts SVP - Federal Programs 40.00 0.00 X 249522 0 67189 Maxine Baker SVP - Impact Areas 40.00 0.00 X 259544 0 28103 Najeeb Uddin VP - Technology & Operations 40.00 0.00 X 228836 0 63990 Robert Starks VP - SCSEP 40.00 0.00 X 206316 0 42341 Bonnie Speedy VP - Tax Aide 40.00 0.00 X 248577 0 60513 Emily Allen VP - Income Program 40.00 0.00 X 236802 0 58550 Vivian Vasallo VP - Housing Program 40.00 0.00 X 230380 0 52509 Walter Woods VP - Isolation Program 40.00 0.00 X 241467 0 35613 Stephen Peter Venute VP - Corp & Foundation Relations 40.00 1.00 X 218275 3404 46066 3064846 42824 658581 67 0 1 0 Chapman Cubine Adams Hussey & Associates 1600 Wilson Blvd Suite 300 Arlington VA 22209 Professional Fundraising Firm 2040910 Hager Sharp Inc 1030 15th Street NW Ste 600E Washington DC 20005 Communications Firm 1275089 Miami Dolphins LTD 7500 SW 30th Street Davie FL 33314 Volunteer Engagement See Schedule O 982849 Double Envelope 7702 Plantation Road Roanoke VA 24019 Commercial Printing Services 810876 G&G Outfitters Inc 4901 Forbes Blvd Lanham MD 20706 Branded Merchandise Agency 749075 56 14459597 85245614 42837648 142542859 1668796 1668796 466664 466664 53272873 51556605 1716268 1716268 1716268 Charitable Gift Annuity Severance 900099 341141 341141 Change in value- Charitable Gift 900099 -125448 -125448 215693 146610280 0 0 4067421 13387437 13387437 52884990 52884990 2039467 1015200 676241 348026 23357274 17842479 2974089 2540706 826951 622370 111737 92844 2923396 2269772 346540 307084 1692165 1257424 251067 183674 15460 15460 137825 137825 1357766 1357766 5604302 4232882 1198128 173292 3476997 1827734 476787 1172476 3813741 3709918 55937 47886 2183019 1399175 157161 626683 2386997 2232879 102515 51603 1641487 1363790 132136 145561 994112 800535 178935 14642 15952 9958 3987 2007 1513789 984096 352711 176982 113658 113658 Printing and postage 15875080 5302370 7419 10565291 Volunteer travel/activi 4704231 4674519 29712 0 Telecommunication expen 2144635 2066717 53581 24337 Miscellaneous operating 462369 342292 90567 29510 989938 588670 242723 158545 144543038 118830667 7693456 18018915 X 11379459 3351305 0 8028154 6072134 9193076 2163143 11467508 6431092 189630 232347 8970118 3492478 29049714 7970914 16220733 21078800 78235183 86519797 5346751 4634943 2619352 5048459 356707 339447 132599058 136012640 17469922 19457601 6576745 7028486 2071797 1381555 25000000 25000000 3103016 2566305 54221480 55433947 X 76357669 79038267 2019909 1540426 78377578 80578693 132599058 136012640 2067242 133873 0 X 0 1 X 1 1 1 X 173005285 138735319 140838496 141215604 142542859 736337563 173005285 138735319 140838496 141215604 142542859 736337563 56669089 679668474 1672972 1809273 1787529 2235669 2351153 9856596 62373 7015 1419 70807 746264966 62373 0.91080 0.92570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18101116 476933 190345 785041 17983353 16154308 326685 2338386 718263 18101116 14790123 525743 1484244 645802 16154308 15217922 546068 -403984 569883 14790123 13418771 301073 1748212 250134 15217922 1.00000 0 0 4440000 4440000 22621084 7502813 15118271 1988630 468101 1520529 21078800 Charitable gift annuity liability 2566305 2566305 X 193413204 133873 46558137 110914 46802924 146610280 0 146610280 191115008 46558137 13833 46571970 144543038 0 144543038 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 2014 and 2013 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 110,914. Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement expenses 13,833. 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 1967412 0 Gift Strategies LLC 1539 Fall River Avenue Ste 3 Seekonk MA 02771 Gift planning consultant 0 0 490634 0 M&R Strategic Services Inc 2120 L Street NW 6th Fl Washington DC 20037 Creative online marketing services 0 0 249410 0 2707456 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 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. Schedule G, Part I, Line 2 b(v) Chapman Cubine Adams Hussey & Associates Professional fundraising fee $655,230 Printing & postage 1,108,854 Advertising & promotion 196,511 Miscellaneous expense 6,817 Total paid to Chapman Cubine $1,967,412 Adams Hussey & Associates Gift Strategies LLC Professional fundraising fee $489,802 Travel expenses 832 Total paid to Gift Strategies LLC $490,634 M&R Strategic Services Professional fundraising fee $212,734 Advertising & promotion 32,688 Miscellaneous expense 3,988 Total paid to M&R Strategic Svcs $249,410 Total amounts paid to fundraisers $2,707,456 1 AARP Inc 601 E St NW Washington DC 20049 951985500 501(c)(4) 5822895 AARP, Inc. charitable work conducted on behalf of the AARP Foundation. Aging Solutions for Central Ohio Inc 174 E Long Street Columbus OH 43215 020595200 501(c)(3) 7500 Winter relief program Alamo Community College District Foundation Inc Westside Education Training Center 563 SW 40th St San Antonio TX 78237 742422589 501(c)(3) 123900 Grant to support AARP Foundation's Back to Work 50+ program. American Library Association 50 E Huron Street Chicago IL 60611 362166947 501(c)(3) 120000 Grant to support AARP Foundation's fraud protection program. ArapahoeDouglas Works 6964 S Lima Street Centennial CO 80112 846000740 government entity 89000 Grant to support AARP Foundation's fraud protection program. Ascend Inc 120 Wall Street 9th Floor New York NY 10005 510527847 501(c)(6) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. Atlanta Technical College Foundation Inc 1560 Metropolitan Parkway SW Atlanta GA 30310 582582973 501(c)(3) 123900 Grant to support AARP Foundation's Back to Work 50+ program. Borough of Manhattan Community College 199 Chambers Street Manhattan NY 10007 510187969 501(c)(3) 123900 Grant to support AARP Foundation's Back to Work 50+ program. Centro Comunitario Jaun Diego 8812 S Commercial Avenue Chicago IL 60617 363942008 501(c)(3) 7500 Winter relief program CNC (Cuban American National Council) 1223 SW 4th Street Miami FL 33135 237269955 501(c)(3) 65000 Grant to support outreach of the Tax-Aide program to multicultural markets. Connecticut Food Bank Inc 150 Bradley Street East Haven CT 06512 061063025 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. Dallas County Local Workforce Development Board Inc 1201 Main Street Ste 2700 Dallas TX 75202 751924974 501(c)(3) 50000 Grant to support AARP Foundation's Back to Work 50+ program. Fair Food Network 205 E Washington St Ste B Ann Arbor MI 48104 264143394 501(c)(3) 245000 Grant to support outreach and education to older SNAP eligible individuals on healthy food choices. DC Central Kitchen Inc 425 2nd St NW Washington DC 20001 521584936 501(c)(3) 10000 Donation Matching gift for 2013 year end holiday fundraising. Do Something Inc 19 W 21st St 8th Fl New York NY 10010 133720473 501(c)(3) 730000 Grant to support AARP Foundation's isolation initiative. Education & Assistance Corporation Inc 930 Sheridan Avenue Bronx NY 10451 237175609 501(c)(3) 12500 Winter relief program Embarras River Basin Agency Inc 400 W Pleasant Street Greenup IL 62448 370890281 501(c)(3) 7500 Winter relief program Foundation for Grossmont & Cuyamaca Colleges 8800 Grossmont College Drive El Cajon CA 92020 452692818 501(c)(3) 106700 Grant to support AARP Foundation's Back to Work 50+ program. Feeding America 35 East Wacker Drive Ste 2000 Chicago IL 60601 363673599 501(c)(3) 85000 Grant for the "Senior Analysis of Hunger in America 2014." Florida International University Foundation Inc 1120 SW 8th Street FIU Advancement MARC 5th Fl Miami FL 33199 237047106 501(c)(3) 75000 Grant to support outreach of the Tax-Aide program to multicultural markets. Florida Introduces Physical Activity and Nutrition to Youth Inc 819 NE 26th Street Bld K Fort Lauderdale FL 33305 870743538 501(c)(3) 7000 Grant to assist 200 older adults in South Florida to shop for healthy food on a budget. Gods Pantry Food Bank 1685 Jaggie Fox Way Lexington KY 40511 310979404 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Greater Boston Food Bank Inc 70 South Bay Avenue Boston MA 02118 042717782 501(c)(3) 25000 Donation to provide support to 50+ adults in need of food assistance. Habitat for Humanity International 270 Peachtree Street NW Ste 1300 Atlanta GA 30303 911914868 501(c)(3) 122161 Grant to support AARP Foundation's housing initiative. Hispanic Alliance for Career Enhancement 330 S Wells Suite 1104 Chicago IL 60606 363193236 501(c)(3) 50000 Grant to support outreach of the Tax-Aide program to multicultural markets. Jacobs and Cushman San Diego Food Bank 9850 Distribution Avenue San Diego CA 92121 204374795 501(c)(3) 62500 Donation to provide support to 50+ adults in need of food assistance. Jefferson State Community College 2601 Carson Road Birmingham AL 35215 237230697 501(c)(3) 123900 Grant to support AARP Foundation's Back to Work 50+ program. Korean Community Service Center of Greater Washington 7700 Little River Turnpike Ste 406 Annandale VA 22003 521005984 501(c)(3) 45000 Grant to support outreach of the Tax-Aide program to multicultural markets. Lifespan of Greater Rochester 1900 Clinton Avenue Rochester NY 14618 160986298 501(c)(3) 12250 Winter relief program LULAC Institute 1133 19th Street Ste 1000 Washington DC 20036 522072106 501(c)(3) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. Martha's Table 2114 - 14 Street NW Washington DC 20009 521186071 501(c)(3) 75000 Grant to establish a healthy grocery market for low-income seniors and others in need. Massachusetts Association for Community Action Inc 105 Chauncey Street 3rd Fl Boston MA 02111 222777630 501(c)(3) 10000 Winter relief program Mazon A Jewish Response to Hunger 10495 Santa Monica Blvd Ste 100 Los Angeles CA 90025 222624532 501(c)(3) 42000 Grant to support AARP Foundation's hunger initiative. National Academy of Elder Law Attorneys 1577 Spring Hill Road Ste 220 Vienna VA 22182 860620517 501(c)(6) 10000 Grant to support the National Law and Aging Institute National Academy of Sciences 500 Fifth Street NW Room 740 Washington DC 20001 530196932 501(c)(3) 350000 Grant for "Meeting the Dietary Needs of Lower Income Older Adults: Workshop." National Association of Black Accountants 7474 Greenway Center Drive Ste 1120 1120 Greenbelt MD 20770 237097490 501(c)(3) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. National Association for Equal Opportunity in Higher Education 209 Third Street SE Washington DC 20003 237439804 501(c)(3) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. Capital Impact Partners 2011 Crystal Crive Suite 750 Arlington VA 22202 521290127 501(c)(3) 996400 Grant to establish "Fifty Plus Impact Fund" for organizations serving vulnerable older adults. New Jersey Shares Inc 1901 North Olden Avenue Extension Ste 1A Ewing NJ 08618 223564398 501(c)(3) 10000 Winter relief programWinter Relief Fund Nikkei Concerns 1601 East Yesler Way Seattle WA 98122 510172382 501(c)(3) 150000 Grant to support AARP Foundation's isolation initiative. Northwest Arkansas Food Bank 1378 June Self Drive Bethel Heights AR 72764 710680830 501(c)(3) 10000 Donation to provide support to 50+ adults in need of food assistance. Outreach Inc PO Box 361 Union IA 50258 200636360 501(c)(3) 250000 Donation to provide support to 50+ adults in need of food assistance. Organization of Chinese Americans 1322 18th Street NW Washington DC 20036 912154637 501(c)(3) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. National 4H Council 7100 Connecticut Avenue Chevy Chase MD 20815 362862206 501(c)(3) 283959 Grant to support AARP Foundation's isolation initiative. Meals on Wheels Association of America 413 N Lee Street Alexandria VA 22314 237447812 501(c)(3) 306584 Grant to increase SNAP enrollment and support to 50+ adults in need of food assistance. Rebuilding Together San Diego 2013 Franklin Avenue San Diego CA 92113 330676518 501(c)(3) 50000 Grant to support AARP Foundation's housing initiative. Rebuilding Together Solano County Inc PO Box 5996 Vallejo CA 94591 800473076 501(c)(3) 10000 2014 South Napa earthquake relief ROC USA Community Center 7 Wall Street Concord NH 03301 352319441 501(c)(3) 50000 Grant to support AARP Foundation's affordable housing initiative. Sacramento Employment and Training Agency 925 Del Paso Blvd Sacramento CA 95815 946000529 government entity 50000 Grant to support AARP Foundation's Back to Work 50+ program. Strong Food LA Kitchen PO Box 31345 Los Angeles CA 90031 461639779 501(c)(3) 23000 Donation to provide support to 50+ adults in need of food assistance. Tougaloo College 500 W County Line Road Tougaloo MS 39174 640303093 501(c)(3) 75000 Grant for intergenerational digital literacy to support isolation initiative. University of Minnesota Foundation 200 Oak Street SE Ste 500 Minneapolis MN 55455 416042488 501(c)(3) 5500 Donation to support outreach for nutrion programs in Native American communities. Westchester Library System 540 White Plains Road Ste 200 White Plains NY 10591 131882114 501(c)(3) 25000 Grant to support integrated services for older adults. National Hispanic Christian Leadership Conference 9355 E Stockton Blvd 170 Elk Grove CA 95624 760745631 501(c)(3) 100000 Grant to support outreach of the Tax-Aide program to multicultural markets. 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 Northeast Tennessee Inc 1020 Jericho Drive Kingsport TN 37663 621303822 501(c)(3) 30000 Donation to provide support to 50+ adults in need of food assistance. SER-Jobs for Progress National Inc 100 E Royal Lane Ste 130 Irving TX 75039 850197752 501(c)(3) 110000 Grant to support outreach of the Tax-Aide program to multicultural markets. Southern Nevada Workforce Investment Board - DBA Workforce Connections 6330 West Charleston Blvd Ste 150 Las Vegas NV 89146 880467645 501(c)(3) 50000 Donation to support AARP Foundation's Back to Work 50+ program. 57 5 SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 13000 52878990 AARP Employee Crisis Fund 2 6000 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 1 0 0 1 1 0 0 0 0 Lisa Marsh Ryerson President 295863 4137 0 0 2064 0 10400 41522 17946 0 326273 45659 0 0 Patricia D Shannon CFO & SVP 257355 0 62909 0 1049 0 10400 41522 11266 0 342979 41522 0 0 David Whitehead SVP & Chief Development Of 258350 2883 59615 0 933 0 10400 41522 18729 0 348027 44405 0 0 Deborah Briceland-Betts SVP - Federal Programs 200705 0 46404 0 2413 0 9884 39463 17842 0 277248 39463 0 0 Maxine Baker SVP - Impact Areas 89234 0 49158 0 121152 0 5536 22101 466 0 265546 22101 0 0 Najeeb Uddin VP - Technology & Operations 184530 0 43728 0 578 0 9130 36453 18407 0 256373 36453 0 0 Robert Starks VP - SCSEP 166804 0 37491 0 2021 0 8172 32626 1543 0 216031 32626 0 0 Bonnie Speedy VP - Tax Aide 200701 0 47159 0 717 0 9914 39583 11016 0 269507 39583 0 0 Emily Allen VP - Income Program 189229 0 47152 0 421 0 9455 37750 11345 0 257602 37750 0 0 Vivian Vasallo VP - Housing Program 188148 0 41812 0 420 0 9198 36725 6586 0 246164 36725 0 0 Walter Woods VP - Isolation Program 118144 0 39184 0 84139 0 6293 25125 4195 0 251955 25125 0 0 Stephen Peter Venute VP - Corp & Foundation Relations 176514 3404 41125 0 636 0 4421 35301 6344 0 229040 38705 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 Pratt, Georges, L. Johnson, Nelson, Daly, Douma, Koo, 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, H. Johnson, 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 Maxine Baker received a separation payment in the amount of $108,038.99 in 2014. Walter Woods received a separation payment in the amount of $81,975.86 in 2014. 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 0.00800 0.00800 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members. Form 990, Part VI, Section A, line 7b The AARP Board of Directors appoints up to ten (10) voting members of the AARP Foundation Board of Directors. Six (6) of the AARP Foundation Board members shall be unaffiliated to AARP and up to four (4) of the AARP Foundation Board members may be current AARP Board members. An AARP Foundation Board member may be removed, with or without cause, by formal action of the AARP Foundation Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors. Form 990, Part VI, Section B, line 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 AARP Foundation Board Chair approves adjustments to the president's compensation package; compensation packages for other officers and key employees are approved by the Strategy & Governance Committee. 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. Form 990, Part VII, Section B, Independent Contractors AARP Foundation entered into a Community Program Agreement with the Miami Dolphins, Ltd., a Florida limited partnership, and South Florida Stadium LLC, a Florida limited liability company, (collectively the "Dolphins Parties") on May 1, 2014. As AARP Foundation and the Dolphins Parties have a mutual interest in the well-being of the 50+ year old community in the South Florida area, and particularly in engaging volunteers to serve the lower income 50+ community through charitable programs, the Agreement represents the parties intent to embark on a long term relationship designed to impact the 50+ community in the South Florida area through four (4) key areas: Hunger, Housing, Income and Isolation. Part VII, Sec. A, Officers, Key Employees and Highest Compensated Employees AARP Foundation has a standard 40 hour work week and are the average hours disclosed on Form 990. Officers, key employees, and highest compensated employees often work in excess of that amount. 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 Foundation 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 N/A T 0 0 1 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 AARP Inc - Grant awards to AARP for performance of charitable activities B 5822895 grant agreements AARP Inc - Cash contributions C 14459597 cash paid AARP Inc - Bond standby agreement E 25000000 in the event of default AARP Inc - In-kind shared services M 18091058 allocable cost AARP Inc - In-kind advertising M 4599780 publication space market value AARP Inc - Mailing lists N 0 see supplemental information AARP Inc - telephone expenses P 5544 costs incurred AARP Inc - Building maintanence P 673183 costs incurred AARP Inc - Salaries for dual employees Q 306420 actual salaries for time reported AARP Inc - 25k Annual fee line of credit and 16k for national event R 41250 cash paid AARP Institute - In-kind shared services L 193442 allocable cost AARP Services Inc - Consulting services M 158109 costs incurred Experience Corps - Office space R 263016 cost Experience Corps - Salaries for dual employees Q 11215 actual salaries for time reported AARP Andrus Insurance Fund (workers' comp insurance) R 425503 premiums paid 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.