Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
AARP Foundation
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
601 E Street NW Tax Dept
 
Room/suite
City or town, state or country, and ZIP + 4
Washington, DC20049
D Employer identification number

52-0794300
E Telephone number

G Gross receipts $ 169,178,912
F Name and address of principal officer:
Patricia D Shannon
601 E Street NW Tax Dept
Washington,DC20049
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.aarp.org/foundation
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1961
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 10
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 250
6 Total number of volunteers (estimate if necessary) ............. 6 43,492
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 138,735,319 140,838,496
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,765,586 1,146,679
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,704 276,483
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 140,499,201 142,261,658
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 78,631,613 73,415,584
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 26,871,700 27,602,035
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 984,851 1,139,537
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet14,759,599    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 32,313,352 38,163,461
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 138,801,516 140,320,617
19 Revenue less expenses. Subtract line 18 from line 12....... 1,697,685 1,941,041
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 108,083,041 120,780,906
21 Total liabilities (Part X, line 26)............. 45,602,825 49,735,932
22 Net assets or fund balances. Subtract line 21 from line 20..... 62,480,216 71,044,974
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: A country free of poverty and where no older person feels vulnerable. See Schedule O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 72,781,200 including grants of $ 57,394,982 ) (Revenue $   )
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
4b (Code:   ) (Expenses $ 9,099,914 including grants of $ 0 ) (Revenue $   )
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
4c (Code:   ) (Expenses $ 5,983,627 including grants of $ 2,488,834 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 4,280,535 including grants of $ 8,333 ) (Revenue $   )
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/
(Code:   ) (Expenses $ 4,020,740 including grants of $ 4,958 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 2,690,999 including grants of $ 1,733,500 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 1,650,756 including grants of $ 717,225 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 1,221,918 including grants of $ 6,030 ) (Revenue $   )
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
(Code:   ) (Expenses $ 198,003 including grants of $ 100,637 ) (Revenue $   )
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
(Code:   ) (Expenses $ 9,349,155 including grants of $ 9,298,586 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 5,110,997 including grants of $ 1,662,500 ) (Revenue $   )
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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 28,523,103 including grants of $ 13,531,769 ) (Revenue $   )
4e Total program service expensesMediumBullet116,387,844
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
218
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
250
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
10
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletPatricia D Shannon601 E Street NWWashingtonDC20049 (202) 434-3399
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) J David Nelson........................................................................
Chairperson
 1.00
.......................6.00 		X   X       0 6,235 0
(2) Kathleen Edmond........................................................................
Vice-Chair & Audit Chair
 1.00
.......................1.00 		X   X       2,562 0 0
(3) Sandra Ulsh........................................................................
Sec/Treas & Finance Chair
 1.00
.......................0.00 		X   X       0 0 0
(4) Neal Cutler........................................................................
Board Member
 1.00
.......................0.00 		X           1,202 0 0
(5) Ronald Daly........................................................................
Board Member
 1.00
.......................6.00 		X           0 898 0
(6) Allen Douma........................................................................
Board Member
 1.00
.......................6.00 		X           0 8,252 0
(7) Jaime Gutierrez........................................................................
Board Member
 1.00
.......................0.00 		X           0 0 0
(8) Harry E Johnson........................................................................
Board Member
 1.00
.......................0.00 		X           0 0 0
(9) Doris Koo........................................................................
Board Member
 1.00
.......................0.00 		X           0 0 0
(10) Barbara Ann O'Connor........................................................................
Board Member
 1.00
.......................6.00 		X           0 605 0
(11) Jo Ann Jenkins........................................................................
Pres/Exec Director
 43.00
.......................12.00 		    X       332,846 66,056 66,191
(12) Patricia D Shannon........................................................................
CFO & SVP Strategic Planning
 47.00
.......................0.00 		    X       262,201 0 63,490
(13) David Whitehead........................................................................
SVP & Chief Development Officer
 48.00
.......................5.00 		      X     278,557 23,320 70,791
(14) Deborah Briceland-Betts........................................................................
SVP - Federal Programs
 45.00
.......................0.00 		      X     219,451 0 56,396
(15) Deborah Armenti........................................................................
VP - Operations
 49.00
.......................0.00 		      X     217,242 0 50,460
(16) Phyllis Kim........................................................................
SVP - Grants Administration
 48.00
.......................0.00 		      X     231,374 0 58,620
(17) Maxine Baker........................................................................
SVP - Impact Areas
 42.00
.......................0.00 		      X     200,764 0 43,273
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Anisa Tootla........................................................................
VP - Hunger Impact Program
 45.00
.......................0.00 		        X   307,467 0 45,152
(19) Bonnie Speedy........................................................................
VP - Tax Aide
 50.00
.......................0.00 		        X   236,965 0 60,492
(20) Vivian Vasallo........................................................................
VP - Housing Impact Program
 44.00
.......................0.00 		        X   217,985 0 52,487
(21) Emily Allen........................................................................
VP - Income Impact Program
 45.00
.......................0.00 		        X   217,285 0 56,820
(22) Stacy Canan........................................................................
Sr. Atty / Mgr Litigation
 53.00
.......................0.00 		        X   208,817 407 59,351
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,934,718 105,773 683,523
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet57
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Lipman Hearne Inc131 Dartmouth Street 3rd FloorBostonMA02116 Marketing and Communication Services 2,297,615
Chapman Cubine Adams Hussey & Associates1600 Wilson Blvd Suite 300ArlingtonVA22209 Professional Fundraising Services 876,826
Double Envelope7702 Plantation RoadRoanokeVA24019 Commercial Printing Services 790,164
Direct Impressions2100 Tomlynn StreetRichmondVA23230 Commercial Printing Services 690,693
MWW Group901 New York Avenue NWWashingtonDC20001 Business Advisory Services 668,030
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet27
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 15,790,000
e Government grants (contributions)1e 79,238,284
f All other contributions, gifts, grants, and
similar amounts not included above1f 		45,810,212
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 140,838,496
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,284,299     1,284,299
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 503,230     503,230
(i) Real (ii) Personal
6a Gross rents 353,432  
b Less: rental expenses 353,432  
c Rental income or (loss) 0  
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 26,426,202  
b Less: cost or other basis and sales expenses 26,563,822  
c Gain or (loss) -137,620  
d Net gain or (loss)..........MediumBullet -137,620     -137,620
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Miscellaneous income 900099 1,418     1,418
b Change in value-Charitable Gift A 900099 -228,165     -228,165
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -226,747
12 Total revenue. See Instructions......MediumBullet 142,261,658 0 0 1,423,162
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 16,004,102 16,004,102
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 57,411,482 57,411,482
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,878,507 929,740 642,445 306,322
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 20,886,606 16,526,371 2,534,724 1,825,511
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 300,606 134,816 98,161 67,629
9 Other employee benefits ....... 3,854,642 3,235,477 338,244 280,921
10 Payroll taxes ........... 681,674 318,098 218,920 144,656
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 75,334 75,334    
c Accounting ........... 123,075   123,075  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 1,139,537 1,139,537
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 3,600,880 2,559,816 743,342 297,722
12 Advertising and promotion .... 6,241,177 1,802,133 2,926,161 1,512,883
13 Office expenses ....... 2,254,937 2,233,042 6,955 14,940
14 Information technology ...... 3,073,265 2,084,423 418,115 570,727
15 Royalties ..        
16 Occupancy ........... 2,277,090 2,165,062 52,271 59,757
17 Travel ............ 1,356,747 1,085,645 126,617 144,485
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 639,622 431,882 51,045 156,695
20 Interest ........... 50,540 26,180 18,548 5,812
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 787,134 411,944 285,674 89,516
23 Insurance .............. 110,774   110,774  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Printing and postage 10,537,435 2,563,043 34,083 7,940,309
b Volunteer travel/activi 4,975,257 4,926,317 48,940  
c Telecommunication expen 880,412 825,808 34,451 20,153
d Tax and licenses 351,848 184,286 128,461 39,101
e All other expenses 827,934 452,843 232,168 142,923
25 Total functional expenses. Add lines 1 through 24e 140,320,617 116,387,844 9,173,174 14,759,599
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 7,866,355 1,465,180 0 6,401,175
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 3,849,556 1 72,126
2 Savings and temporary cash investments ......... 10,696,553 2 10,249,420
3 Pledges and grants receivable, net ........... 5,841,121 3 5,296,757
4 Accounts receivable, net ............. 481,908 4 44,749
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 1,912,657 9 1,773,464
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 23,148,804
b Less: accumulated depreciation ..... 10b 6,233,400 17,569,705 10c 16,915,404
11 Investments—publicly traded securities .......... 61,918,562 11 80,605,384
12 Investments—other securities. See Part IV, line 11 ..... 5,208,195 12 5,236,078
13 Investments—program-related. See Part IV, line 11 ..... 213,557 13 213,557
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 391,227 15 373,967
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 108,083,041 16 120,780,906
Liabilities 17 Accounts payable and accrued expenses ......... 9,809,796 17 14,818,445
18 Grants payable ................. 4,443,252 18 4,870,284
19 Deferred revenue ................ 2,771,422 19 1,779,496
20 Tax-exempt bond liabilities ............. 25,000,000 20 25,000,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 3,578,355 25 3,267,707
26 Total liabilities. Add lines 17 through 25......... 45,602,825 26 49,735,932
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 60,012,685 27 70,349,268
28 Temporarily restricted net assets ........... 2,467,531 28 695,706
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 62,480,216 33 71,044,974
34 Total liabilities and net assets/fund balances ........ 108,083,041 34 120,780,906
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
142,261,658
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
140,320,617
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,941,041
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
62,480,216
5
Net unrealized gains (losses) on investments ...............
5
6,623,717
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
71,044,974
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 125,132,376 117,816,589 173,005,285 138,735,319 140,838,496 695,528,065
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 125,132,376 117,816,589 173,005,285 138,735,319 140,838,496 695,528,065
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           50,522,952
6 Public support. Subtract line 5 from line 4.           645,005,113
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 125,132,376 117,816,589 173,005,285 138,735,319 140,838,496 695,528,065
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3,101,236 2,709,986 1,672,972 1,809,273 1,787,529 11,080,996
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 399,520 90,667 62,373 7,015 1,419 560,994
11 Total support (Add lines 7 through 10).           707,170,055
12
12
552,560
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
91.210 %
15
15
89.830 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
AARP Foundation
  		Employer identification number

52-0794300
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
AARP Foundation
  		Employer identification number

52-0794300
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
AARP Foundation
  		Employer identification number

52-0794300
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 14,790,123 15,217,922 13,418,771 11,115,033 15,148,259
b Contributions ........ 525,743 546,068 301,073 496,256 962,976
c Net investment earnings, gains, and losses 1,484,244 -403,984 1,748,212 2,553,526 -4,286,792
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		645,802 569,883 250,134 746,044 709,410
f Administrative expenses ....          
g End of year balance ...... 16,154,308 14,790,123 15,217,922 13,418,771 11,115,033
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   4,440,000 4,440,000
b Buildings ................   18,264,993 5,908,970 12,356,023
c Leasehold improvements ............        
d Equipment ................        
e Other .................   443,811 324,430 119,381
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 16,915,404
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Charitable gift annuity liability 3,267,707








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,267,707
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 207,198,278
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 6,623,717
b Donated services and use of facilities ......... 2b 57,675,500
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 283,971
e Add lines 2a through 2d ..................... 2e 64,583,188
3 Subtract line 2e from line 1..................... 3 142,615,090
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -353,432
c Add lines 4a and 4b....................... 4c -353,432
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 142,261,658
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 198,369,143
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 57,675,500
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 373,026
e Add lines 2a through 2d...................... 2e 58,048,526
3 Subtract line 2e from line 1..................... 3 140,320,617
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 140,320,617
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
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.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Chapman Cubine Adams Hussey & Associates
1600 Wilson Boulevard Suite 300
 
Arlington, VA22209 		Direct mail production management services   No 0 1,041,487 -1,041,487
 
Covenant Calls LLC
1539 Fall River Avenue Ste 3
 
Seekonk, MA02771 		Professional solicitor   No 0 355,575 -355,575
 
Gift Strategies LLC
1539 Fall River Avenue Ste 3
 
Seekonk, MA02771 		Gift planning consultant   No 0 418,589 -418,589
 
Impact Communications
906 Pennsylvania Avenue SE Ste 20
 
Washington, DC20003 		Creative and copy development services   No 0 72,002 -72,002
 
M&R Strategic Services Inc
2120 L Street NW 6th Fl
 
Washington, DC20037 		Creative online marketing services   No 0 176,225 -176,225
             
             
             
             
             
Total .................right arrow   2,063,878 -2,063,878
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
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
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number
52-0794300
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AARP Inc
601 E St NW
Washington,DC20049 		95-1985500 501(c)(4) 9,298,586       AARP, Inc. charitable work conducted on behalf of the AARP Foundation
(2) Helpage USA
4750 41st Street NW
Washington,DC20016 		43-1750256 501(c)(3) 150,000       Collaboration for emergency preparedness in global health provision
(3) American Red Cross
22025 E St
Washington,DC20006 		53-0196605 501(c)(3) 505,000       Hurricane Sandy disaster relief
(4) ACT Inc
301 Act Drive
Iowa City,IA52243 		42-0841485 501(c)(3) 100,000       Scholarships to retrain women for the workforce
(5) Benefits Data Trust
Two Logan Square Ste 550
Philadelphia,PA19103 		20-3455598 501(c)(3) 313,779       Grant to increase SNAP enrollment for the 50+.
(6) DC Central Kitchen
425 2nd St NW
Washington,DC20001 		52-1584936 501(c)(3) 208,500       Grant to promote food security in the 50+ population.
(7) Habitat for Humanity
121 Habitat Street
Americus,GA31709 		91-1914868 501(c)(3) 950,000       Grant to revitalize a mobile home park into a multi-generational community.
(8) Habitat for Humanity
501 Grove Avenue
Charlottesville,VA22902 		54-1574925 501(c)(3) 335,000       To create a national model for urban redevelopment in Charlottesville, VA.
(9) Feeding America
35 E Wacker Drive Ste 2000
Chicago,IL60601 		36-3673599 501(c)(3) 256,612       Grant to develop sustainable solutions to older adult hunger.
(10) Asian American Federation Inc
120 Wall Street
New York,NY10005 		13-3572287 501(c)(3) 10,000       Hurricane Sandy disaster relief
(11) Capital Area Food Bank
4900 Puerto Rico Avenue NE
Washington,DC20017 		52-1167581 501(c)(3) 20,000       Donation to provide support to 50+ adults in need of food assistance.
(12) Catholic Charities of Brooklyn and Queens
191 Joralemon Street
Brooklyn,NY11201 		11-1633548 501(c)(3) 50,000       Hurricane Sandy disaster relief
(13) Catholic Charities Diocese of Trenton
383 W State Street
Trenton,NJ08618 		21-0634494 501(c)(3) 50,000       Hurricane Sandy disaster relief
(14) Catholic Charities of Fairfield County
43 Madison Avenue
Bridgeport,CT06606 		06-0653053 501(c)(3) 12,000       Hurricane Sandy disaster relief
(15) City Year Inc
287 Columbus Avenue
Boston,MA02116 		22-2882549 501(c)(3) 20,000       Donation to support the National Day of Service
(16) CityMeals-on-Wheels
355 Lexington Ave 3rd Fl
New York,NY10017 		13-3634381 501(c)(3) 25,000       Hurricane Sandy disaster relief
(17) Connecticut Food Bank
150 Bradley Street
East Haven,CT06512 		06-1063025 501(c)(3) 30,000       Hurricane Sandy disaster relief
(18) Council of Senior Centers and Services of New York City
49 W 45th St 7th Fl
New York,NY10036 		13-2967277 501(c)(3) 20,000       Hurricane Sandy disaster relief
(19) Food Bank for New York City
39 Broadway
New York,NY10006 		13-3179546 501(c)(3) 25,000       Hurricane Sandy disaster relief
(20) Food Bank of Lower Fairfield County
461 Glenbrook Road
Stamford,CT06906 		02-0684220 501(c)(3) 10,000       Hurricane Sandy disaster relief
(21) Action for Boston Community Development
178 Tremont Street
Boston,MA02111 		04-2304133 501(c)(3) 145,000       Grant to support AARP Foundation's hunger initiative
(22) Food Research and Action Center
1875 Connecticut Ave NW Ste 540
Washington,DC20009 		23-7200739 501(c)(3) 50,000       Hurricane Sandy disaster relief
(23) Greater Lansing Non-Profit Housing Corporation
600 W Maple Street
Lansing,MI48906 		23-7135627 501(c)(3) 80,000       Grant to support AARP Foundation's housing initiative
(24) Health and Welfare Council of Long Island
150 Broadhollow Road Ste 118
Melville,NY11747 		11-1858098 501(c)(3) 20,000       Hurricane Sandy disaster relief
(25) Huntington Area Food Bank
1327 7th Avenue
Huntington,WV25701 		55-0625915 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(26) Legal Services for New York City
40 Worth St Ste 606
New York,NY10013 		13-2600199 501(c)(3) 10,000       Hurricane Sandy disaster relief
(27) Lifetime Arts
81 Centre Ave Ste 307
New Rochelle,NY10801 		26-2206214 501(c)(3) 170,000       Grant to support AARP Foundation's isolation initiative
(28) Mountaineer Food Bank Inc
484 Enterprise Drive
Gassaway,WV26624 		55-0611100 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(29) City Harvest Inc
575 8th Avenue 4th Fl
New York,NY10018 		13-3170676 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(30) Community Food Bank of New Jersey
31 Evans Terminal Road
Hillside,NJ07205 		22-2423882 501(c)(3) 95,000       Donation to provide food assistance to 50+ adults in hurricane affected regions.
(31) Houston Food Bank
535 Portwall Street
Houston,TX77029 		74-2181456 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(32) Interfaith Ministries for Greater Houston
3217 Montrose Blvd
Houston,TX77006 		74-1488102 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(33) Island Harvest
199 Second Street
Mineola,NY11501 		11-3136350 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(34) Jewish Community Center of Houston
5601 South Braeswood
Houston,TX77096 		74-1198298 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(35) Long Island Cares Inc
10 Davids Drive
Hauppauge,NY11788 		11-2524512 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(36) Los Angeles Regional Food Bank
1734 East 41st Street
Los Angeles,CA90058 		95-3135649 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(37) Second Harvest Food Bank of Orange County
8014 Marine Way
Irvine,CA92618 		95-3033494 501(c)(3) 30,593       Donation to provide support to 50+ adults in need of food assistance.
(38) Southeast Texas Food Bank
3845 S MLK Jr Parkway
Beaumont,TX77705 		76-0338721 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(39) Steelworkers Oldtimers Foundation
3355 East Gage Avenue
Huntington Park,CA90255 		95-6126109 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(40) Young Mens and Womens Hebrew Association
54 Nagle Avenue
New York,NY10040 		13-1635308 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(41) NassauSuffolk Law Services Committee
One Helen Keller Way 5th Fl
Hempstead,NY11550 		11-2125411 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(42) Sargent Shriver National Center on Poverty Law
50 E Washington St Ste 500
Chicago,IL60602 		36-3151279 501(c)(3) 15,000       Donation to advance the legal rights of the 50+ population
(43) Neighborhood of Affordable Housing
143 Border Street
E Boston,MA02128 		04-2964630 501(c)(3) 200,000       Grant to develop sustainable home repair solutions for the 50+.
(44) National Academy of Elder Law Attorneys
1577 Spring Hill Rd Ste 220
Vienna,VA22182 		86-0620517 501(c)(6) 10,000       Grant to select 10 AARP Foundation Litigation Jerry Florence Scholarships
(45) New York City Police Foundation Inc
555 5th Ave 15th Fl
New York,NY10017 		13-2711338 501(c)(3) 50,000       Hurricane Sandy disaster relief
(46) Northeast New Jersey Legal Services Corporation
574 Summit Avenue
Jersey City,NJ07306 		22-1898061 501(c)(3) 10,000       Hurricane Sandy disaster relief
(47) Ocean Monmouth Legal Services Inc
303 W Main Street 3rd Fl
Freehold,NJ07728 		22-1830297 501(c)(3) 10,000       Hurricane Sandy disaster relief
(48) Outreach Inc
301 Center St PO Box 361
Union,IA50258 		20-0636360 501(c)(3) 250,000       Grant to fund a food drive providing 1 million meals to seniors in need of food assistance.
(49) Meals on Wheels West
1823-A Michigan Avenue
Santa Monica,CA90404 		95-4613280 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(50) Meals on Wheels of West Los Angeles
900 Hilgard Avenue
Los Angeles,CA90024 		95-4847907 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(51) Meals on Wheels of Staten Island
304 Port Richmond Avenue
Staten Island,NY10302 		13-2894978 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(52) Meals on Wheels Association of America
203 S Union Street
Alexandria,VA22314 		23-7447812 501(c)(3) 50,000       Grant to provide food assistance to 50+ adults in hurricane affected regions.
(53) Strong Food LA Kitchen
1822 Park Road NW
Washington,DC20010 		46-1639779 501(c)(3) 1,000,000       Grant to support aging adults through the provision of fresh, healthy food.
(54) Metropolitan NY Coordinating Council on Jewish Poverty
80 Maiden Lane 21st Fl
New York,NY10038 		13-2738818 501(c)(3) 10,000       Hurricane Sandy disaster relief
(55) Preston County Senior Citizens Inc
PO Box 10
Kingwood,WV26537 		55-0546659 501(c)(3) 6,030       Donation to provide support for 50+ adults in need of consumer protection.
(56) Rebuilding Together
1899 L Street NW Ste 1000
Washington,DC20036 		52-1585880 501(c)(3) 250,000       Grant to develop sustainable home repair solutions for the 50+.
(57) SelfHelp Community Services Inc
520 8th Ave 5th Fl
New York,NY10018 		13-1624178 501(c)(3) 217,225       Grant to develop sustainable home repair solutions for the 50+.
(58) South Jersey Legal Services Inc
745 Market Street
Camden,NJ08102 		22-1843254 501(c)(3) 10,000       Hurricane Sandy disaster relief
(59) Statewide Legal Services of Connecticut
425 Main Street
Middleton,CT06457 		06-1445097 501(c)(3) 10,000       Hurricane Sandy disaster relief
(60) The Food Bank of Lower Fairfield County Inc
461 Glenbrook Road
Stamford,CT06906 		02-0684220 501(c)(3) 10,000       Hurricane Sandy disaster relief
(61) The New Jersey Police Chiefs Foundation
10000 Lincoln Drive Ste 201
Marlton,NJ08053 		51-0447500 501(c)(3) 50,000       Grant to aid in Hurricane Sandy disaster relief
(62) The New York City Firefighter Disaster Relief Fund Inc
204 E 23rd Street
New York,NY10010 		46-1378378 501(c)(3) 50,000       Grant to aid in Hurricane Sandy disaster relief
(63) The Oasis Institute
7710 Carondelet Ste 125
Saint Louis,MO63105 		43-1830354 501(c)(3) 225,000       Grant to develop innovative solutions to alleviate isolation for the 50+.
(64) The Salvation Army
615 Slaters Lane
Alexandria,VA22313 		13-5562351 501(c)(3) 80,000       Grant to support Hurricane Sandy disaster relief
(65) Toms River Police Foundation
255 Oak Avenue
Toms River,NJ08754 		30-0278975 501(c)(3) 50,000       Grant to support Hurricane Sandy disaster relief
(66) United Way of New York City
2 Park Avenue 2nd Fl
New York,NY10016 		13-2617681 501(c)(3) 20,000       Hurricane Sandy disaster relief
(67) University of Kentucky Research Foundation
301 Peterson Service Building
Lexington,KY40506 		61-6033693 501(c)(3) 35,000       Grant to develop innovative solutions to alleviate isolation for the 50+.
(68) Volunteers of Legal Service Inc
281 Park Avenue
New York,NY10010 		13-3234630 501(c)(3) 10,000       Hurricane Sandy disaster relief
(69) Wisconsin Sustainable Futures Network Inc co Little Free Library
2616 Mason Street
Madison,WI53705 		39-1995815 501(c)(3) 70,000       Grant to develop innovative solutions to alleviate isolation for the 50+.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
67
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCSEP Enrollee Wages and Benefits (see Page 3, Part III, Line 4a) 14000 57,394,982      
(2) AARP Employee Crisis Fund 5 16,500      










Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
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.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
Yes
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Jo Ann JenkinsPres/Exec Director (i)
(ii)		 243,944
66,056 		87,375
0 		1,527
0 		10,000
43,025 		13,166
0 		356,012
109,081 		0
0
(2)Patricia D ShannonCFO & SVP Strategic Planning (i)
(ii)		 214,034
0 		47,405
0 		762
0 		10,000
43,025 		10,465
0 		282,666
43,025 		0
0
(3)David WhiteheadSVP & Chief Development Officer (i)
(ii)		 225,158
23,320 		52,348
0 		1,051
0 		10,000
43,025 		17,766
0 		306,323
66,345 		0
0
(4)Deborah Briceland-BettsSVP - Federal Programs (i)
(ii)		 179,016
0 		38,307
0 		2,128
0 		8,693
37,401 		10,302
0 		238,446
37,401 		0
0
(5)Deborah ArmentiVP - Operations (i)
(ii)		 174,931
0 		37,432
0 		4,879
0 		7,433
36,548 		6,479
0 		231,154
36,548 		0
0
(6)Phyllis KimSVP - Grants Administration (i)
(ii)		 200,012
0 		30,299
0 		1,063
0 		8,061
39,636 		10,923
0 		250,358
39,636 		0
0
(7)Maxine BakerSVP - Impact Areas (i)
(ii)		 199,038
0 		0
0 		1,726
0 		7,962
34,255 		1,056
0 		209,782
34,255 		0
0
(8)Anisa TootlaVP - Hunger Impact Program (i)
(ii)		 151,412
0 		37,662
0 		118,393
0 		7,563
32,539 		5,050
0 		320,080
32,539 		0
0
(9)Bonnie SpeedyVP - Tax Aide (i)
(ii)		 195,034
0 		41,247
0 		684
0 		9,451
40,664 		10,377
0 		256,793
40,664 		0
0
(10)Vivian VasalloVP - Housing Impact Program (i)
(ii)		 182,559
0 		34,957
0 		469
0 		8,701
37,435 		6,351
0 		233,037
37,435 		0
0
(11)Emily AllenVP - Income Impact Program (i)
(ii)		 177,600
0 		39,289
0 		396
0 		8,675
37,327 		10,818
0 		236,778
37,327 		0
0
(12)Stacy CananSr. Atty / Mgr Litigation (i)
(ii)		 172,118
407 		35,378
0 		1,321
0 		8,316
35,780 		15,255
0 		232,388
36,187 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
  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.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number
52-0794300
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A District of Columbia
  		53-6001131 254839H48 10-21-2004 25,000,000 Purchase of office space   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 25,000,000      
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . .        
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 23,688,767      
11 Other spent proceeds . . . . . . . . . . . . . . 1,311,233      
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2004
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X            
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .                
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .                
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .                
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .                
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet   %   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet   %   %   %   %
6 Total of lines 4 and 5 . . . . . . . . . . . . . . .   %   %   %   %
7 Does the bond issue meet the private security or payment test? . . . . .                
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .                
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
               
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X            
b Exception to rebate? . . . . . . . .   X            
c No rebate due? . . . . . . . . . .
  X            
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Identifier Return Reference Explanation
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) AARP Inc

601 E Street NW

Washington,DC20049
95-1985500 		Social welfare organization dedicated to persons over age 50 DC 501(c)(4) N/A N/A
 
No
(2) AARP Institute

601 E Street NW

Washington,DC20049
52-0788950 		Supporting org of AARP Fdn holding certain charitable gift annuity funds DC 501(c)(3) 509(a)(3) AARP Foundation
 
Yes
 
(3) Legal Counsel for the Elderly

601 E Street NW

Washington,DC20049
52-1194741 		Public charity providing legal assistance/education to DC elderly residents DC 501(c)(3) 509(a)(1) AARP Inc
 
 
No
(4) AARP Experience Corps

2120 L Street NW

Washington,DC20049
26-3698436 		Engages adults aged 50+ as tutors & mentors for school children nationwide DC 501(c)(3) 509(a)(1) AARP Inc
 
 
No
(5) AARP Insurance Plan

601 E Street NW

Washington,DC20049
52-6069387 		Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) N/A AARP Inc
 
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












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

601 E Street NW
Washington,DC20049
52-1367607 		Real Estate Holding Company DE AARP Inc
  		C         No
(2) AARP Services Inc

601 E Street NW
Washington,DC20004
52-2141065 		Quality Control and Research DE AARP Inc
  		C         No
(3) The H Wayne and Anne D Barbetti Charitable Remainder Unitrust

5011 Haven Avenue
Ocean City,NJ08226
20-6379297 		Charitable Remainder Trust NJ  
T         No








Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AARP Inc - Grant award for performance of charitable program activities

 B 9,298,586 grant agreement
(2) AARP Inc - Cash contributions

 C 15,750,000 cash paid
(3) AARP Inc - Bond standby agreement

 E 25,000,000 in the event of default
(4) AARP Inc - In-kind shared services

 M 12,520,673 allocable cost
(5) AARP Inc - In-kind advertising

 M 2,987,521 publication space market value
(6) AARP Inc - Mailing lists

 N 0 see supplemental information
(7) AARP Inc - Postage printing telephone expenses

 P 135,947 costs incurred
(8) AARP Inc - Building maintanence

 P 519,627 costs incurred
(9) AARP Inc - Salaries for dual employees

 P 196,373 actual salaries for time reported
(10) AARP Inc - Salaries for dual employees

 Q 501,100 actual salaries for time reported
(11) AARP Inc - 25k Annual fee for line of credit and 15k for national event

 R 40,000 cash paid
(12) Legal Counsel for the Elderly - Intercompany rent

 J 353,432 cost
(13) AARP Institute - In-kind shared services

 L 246,280 allocable cost
(14) AARP Services Inc

 B 40,000 cash paid
(15) AARP Services Inc

 M 541,021 costs incurred
(16) AARP Andrus Insurance Fund (workers' comp insurance)

 R 2,073,765 premiums paid
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

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




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
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.

Additional Data


Software ID:  
Software Version: