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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
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 province, country, and ZIP or foreign postal code
Washington, DC20049
D Employer identification number

52-0794300
E Telephone number

G Gross receipts $ 191,195,778
F Name and address of principal officer:
Lisa Marsh Ryerson
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
subordinates?
H(b)
Are all subordinates
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 2013 (Part V, line 2a) ...... 5 208
6 Total number of volunteers (estimate if necessary) ............. 6 41,404
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) ......... 140,838,496 141,215,603
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,146,679 2,994,156
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 276,483 443,533
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 142,261,658 144,653,292
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 73,415,584 70,656,367
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) 27,602,035 28,440,765
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 1,139,537 973,832
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet17,820,512    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 38,163,461 42,673,990
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 140,320,617 142,744,954
19 Revenue less expenses. Subtract line 18 from line 12....... 1,941,041 1,908,338
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 120,780,906 132,599,058
21 Total liabilities (Part X, line 26)............. 49,735,932 54,221,480
22 Net assets or fund balances. Subtract line 21 from line 20..... 71,044,974 78,377,578
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 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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.AARP Foundation wants to win back opportunity for those now in crisis,so thousands of vulnerable low-income Americans 50+ can regain theirfoothold, continue to serve as anchors for their families andcommunities and ensure that their best life is still within reach.
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 $ 67,506,650 including grants of $ 52,096,832 ) (Revenue $   )
The Senior Community Service Employment Program (SCSEP)-SCSEP is administered by the Department of Labor. The purposes of SCSEP are to foster individual economic self-sufficiency and promote useful part-time opportunities in community service assignments for unemployed low-income persons who are 55 years of age or older, particularly persons who have poor employment prospects, and to increase the number of older persons who may enjoy the benefits of unsubsidized employment in both the public and private sectors. In program year 2012/2013 more than 13,000 people were served. www.aarpworksearch.org
4b (Code:   ) (Expenses $ 9,474,139 including grants of $   ) (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 2013, more than 35,000 AARP Foundation trained and IRS certified volunteers helped over 2.6 million people file their taxes. Sites were open late January/early February-April 15 for face-to-face service and online assistance was available throughout the rest of the year. Other 2013 highlights include putting $245 million in the pockets of those who need it by filing 211,000 EITC returns and achieving a 97% e-filing rate which increase both accuracy of returns prepared and the speed of refunds to taxpayers. www.aarp.org/taxaide
4c (Code:   ) (Expenses $ 6,952,455 including grants of $ 2,802,105 ) (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 2013, the Hunger Impact Area continued its national awareness campaign as part of the Drive to End Hunger Initiative with AARP. This initiative provided over 13.5 million meals through food and funds donated to local hunger relief organizations. The hunger initiative also assisted in processing over 20,000 SNAP application submissions; awarding grants to local, regional and national organizations to support the development of sustainable solutions to hunger among older adults; and convened several experts and advocates through sponsorship of summits such as No Mas Hambre and the Anti-Hunger Policy Conference to explore new ways to impact food insecurity among older adults. www.drivetoendhunger.org; www.aarp.org/hunger.
(Code:   ) (Expenses $ 4,584,681 including grants of $   ) (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 $ 1,952,920 including grants of $ 1,812,776 ) (Revenue $   )
BACK TO WORK 50+AARP Foundation launched BACK TO WORK 50+ to increase the services and resources available to 50+ job candidates nationally and in communities and to facilitate their access to in-demand jobs. AARP Foundation works with key partners and volunteer leaders to integrate local workforce services, public benefits application assistance, and employer engagement efforts to connect 50+ job candidates to specific in-demand jobs in their communities. In 2013, BACK TO WORK 50+ served over 2000 50+ job candidates. (www.aarp.org/backtowork50plus)
(Code:   ) (Expenses $ 4,545,250 including grants of $ 1,077,549 ) (Revenue $   )
Financial Capability- AARP Foundation Finances 50+ is a financial capability program designed to motivate and empower participants to take charge of their financial future and make the most of the financial resources that they have. Finances 50+ materials cover budgeting and goal setting, taking charge of credit and debt, and developing a savings plan and protecting assets. Exercises and resources are designed to provide motivation, education, and support for positive action to help participants reach their self-defined goals-whatever they may be-and build financial habits that will help them thrive. Small group workshops are led by trained volunteer facilitators and hosted by local nonprofits and other organizations. In 2013, 8 volunteers were leveraged by AARP Foundation, in addition to local program volunteers.AARP Foundation Finances 50+ provided financial capability training to over 2400 participants in 2013. Over 150 iterations of this three workshop series was offered by 15 different organizations nationwide, including those in Arizona, California, Colorado, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Washington state and Washington, DC.The AARP Foundation Prepaid MasterCard brought to you by Green Dot continued to provide financially struggling people with a safe and consumer-friendly alternative to more costly banking options.
(Code:   ) (Expenses $ 1,301,867 including grants of $ 180,869 ) (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 2013, the Foundation managed a range of grants and Foundation-led pilot programs and continued a multi-part research agenda to gain a deep understanding of isolation within the low-to-moderate income 50+ population.
(Code:   ) (Expenses $ 3,069,371 including grants of $ 1,407,003 ) (Revenue $   )
Housing-The Housing Impact Area is focused on providing solutions to the at least 19 million low-income 50+ households living in unaffordable and/or inadequate housing. In 2013, the Foundation provided information services on foreclosure prevention to over 1 million households, preserved almost 3,000 homes through counseling or home repairs and committed $2.5 million in portfolio investments. The Foundation also commissioned research from Harvard University Joint Center for Housing Studies on the state of housing for older adults which is scheduled to be released in 2014.
(Code:   ) (Expenses $ 905,382 including grants of $ 4,020 ) (Revenue $   )
Consumer Fraud-The Consumer Fraud Prevention programs utilize the skills and talents of AARP Foundation volunteers to contact consumers across the United States to warn them of fraud and scams. Volunteers call consumers to arm them with the latest information about frauds delivered through wire transfers, telemarketing, direct mail and the internet. Through the Colorado, West Virginia, and Washington, ElderWatch programs, consumers are assisted with navigating the state's official complaint process if they suspect they have been frauded and are referred to other regulatory agencies to assist in their complaints. In 2013, the combined AARP Foundation consumer fraud prevention programs reached over 150,000 vulnerable older adults. www.aarpelderwatch.org; www.aarp.org/states/wv
(Code:   ) (Expenses $ 7,407,807 including grants of $ 7,369,816 ) (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 $ 9,987,964 including grants of $ 3,905,398 ) (Revenue $   )
Various Grants, Contributions and Other Programs-AARP Foundation supported natural disaster relief efforts through organizations with a focus on disaster relief for seniors in response to Typhoon Haiyan and Oklahoma tornadoes. The Foundation also sponsored events and conferences which highlighted tangible ways to create more opportunity in America for low-income seniors. In addition, the Foundation supported employees in crisis, and engaged in educational initiatives to help low-income seniors retain and protect assets.
4d Other program services (Describe in Schedule O.)
(Expenses $ 33,755,242 including grants of $ 15,757,431 ) (Revenue $   )
4e Total program service expensesMediumBullet117,688,486
Form 990 (2013)
Form 990 (2013)
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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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 25a................ 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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
Yes
 
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 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
212
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
208
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” to line 3b, 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
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
1
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
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
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
 
 
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 (2013)
Form 990 (2013)
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 or note to any line 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 , OK
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 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) J David Nelson........................................................................
Chairperson
 6.00
.......................10.00 		X   X       0 3,134 0
(2) Kathleen Edmond........................................................................
Vice-Chair & Audit Chair
 6.00
.......................1.00 		X   X       4,087 0 0
(3) Sandra Ulsh........................................................................
Sec/Treas & Finance Chair
 6.00
.......................0.00 		X   X       0 0 0
(4) Neal Cutler........................................................................
Board Member
 6.00
.......................0.00 		X           824 0 0
(5) Ronald Daly........................................................................
Board Member
 6.00
.......................10.00 		X           0 1,792 0
(6) Allen Douma........................................................................
Board Member
 6.00
.......................10.00 		X           0 14,605 0
(7) Jaime Gutierrez........................................................................
Board Member
 6.00
.......................0.00 		X           0 0 0
(8) Harry E Johnson........................................................................
Board Member
 6.00
.......................0.00 		X           1,286 0 0
(9) Doris Koo........................................................................
Board Member
 6.00
.......................0.00 		X           1,234 0 0
(10) Barbara Ann O'Connor........................................................................
Board Member
 6.00
.......................10.00 		X           0 4,258 0
(11) Jo Ann Jenkins........................................................................
President (until 10/28/13)
 51.00
.......................1.00 		    X       263,270 186,396 85,870
(12) Patricia D Shannon........................................................................
CFO & SVP
 50.00
.......................0.00 		    X       297,055 0 78,967
(13) Lisa Marsh Ryerson........................................................................
President (as of 10/28/13)
 50.00
.......................1.00 		    X       46,338 0 17,281
(14) David Whitehead........................................................................
SVP & Chief Development Of
 49.00
.......................1.00 		      X     306,845 5,915 86,341
(15) Deborah Briceland-Betts........................................................................
SVP - Federal Programs
 43.00
.......................0.00 		      X     241,770 0 76,302
(16) Deborah Armenti........................................................................
VP - Operations (until 6/23/13)
 50.00
.......................0.00 		      X     131,352 98,895 62,016
(17) Maxine Baker........................................................................
SVP - Impact Areas
 43.00
.......................0.00 		      X     280,233 0 69,259
Form 990 (2013)
Form 990 (2013)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Najeeb Uddin........................................................................
Interim VP Operations
 40.00
.......................0.00 		      X     219,989 0 76,504
(19) Robert Starks........................................................................
VP SCSEP
 41.00
.......................0.00 		      X     173,123 0 47,145
(20) Bonnie Speedy........................................................................
VP - Tax Aide
 46.00
.......................0.00 		        X   239,583 0 74,522
(21) Vivian Vasallo........................................................................
VP - Housing Program
 44.00
.......................0.00 		        X   223,248 0 65,873
(22) Emily Allen........................................................................
VP - Income Program
 43.00
.......................0.00 		        X   224,379 0 70,877
(23) Barbara Jones........................................................................
Sr Litigation Attorney
 42.00
.......................0.00 		        X   202,663 569 64,975
(24) Kamili Wilson........................................................................
Dir Strategic Pos & Ext Relations
 41.00
.......................0.00 		        X   201,286 0 60,547












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,058,565 315,564 936,479
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet60
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
Chapman Cubine Adams Hussey & Associates1600 Wilson Blvd Suite 300ArlingtonVA22209 Professional Fundraising Firm 2,755,804
Direct Mail Solutions4500 Sarellen RoadRichmondVA23231 Commercial Printing Services 1,454,398
Lipman Hearne Inc131 Dartmouth Street 3rd FloorBostonMA02116 Marketing and Communication Services 1,450,393
Allsource PPSAgile 1 Corporate 1999 West 190thTorranceCA90504 Temporary Staffing Agency 694,704
Double Envelope7702 Plantation RoadRoanokeVA24019 Commercial Printing Services 686,278
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet41
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 14,680,000
e Government grants (contributions)1e 75,388,172
f All other contributions, gifts, grants, and
similar amounts not included above1f 		51,147,431
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 141,215,603
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,579,895     1,579,895
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 655,774     655,774
(i) Real (ii) Personal
6a Gross rents 57,059  
b Less: rental expenses 57,059  
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 47,899,688  
b Less: cost or other basis and sales expenses 46,476,174 9,253
c Gain or (loss) 1,423,514 -9,253
d Net gain or (loss)..........MediumBullet 1,414,261     1,414,261
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 Change in value-Charitable Gift A 900099 -212,241     -212,241
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -212,241
12 Total revenue. See Instructions......MediumBullet 144,653,292 0 0 3,437,689
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 18,532,535 18,532,535
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 52,123,832 52,123,832
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 .... 2,110,530 1,121,068 654,033 335,429
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 21,253,390 16,359,357 2,410,752 2,483,281
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 731,211 572,660 75,421 83,130
9 Other employee benefits ....... 2,878,787 2,213,653 328,067 337,067
10 Payroll taxes ........... 1,466,847 1,121,841 172,423 172,583
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 373,182 373,182    
c Accounting ........... 128,675   128,675  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 973,832 973,832
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) ........ 5,704,774 4,693,807 882,550 128,417
12 Advertising and promotion .... 3,777,807 1,344,720 444,705 1,988,382
13 Office expenses ....... 3,229,767 2,853,352 299,584 76,831
14 Information technology ...... 2,724,229 1,035,470 77,789 1,610,970
15 Royalties ..        
16 Occupancy ........... 2,524,495 2,300,208 157,271 67,016
17 Travel ............ 1,352,746 1,032,379 141,587 178,780
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,033,893 291,104 545,875 196,914
20 Interest ........... 50,507 13,213 34,361 2,933
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 777,464 421,340 271,172 84,952
23 Insurance .............. 159,837   159,837  
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 13,783,956 4,872,435 54,476 8,857,045
b Volunteer travel/activi 4,513,529 4,470,830 42,699 0
c Telecommunication expen 1,265,478 1,205,598 36,023 23,857
d Miscellaneous operating 356,535 231,938 82,842 41,755
e All other expenses 917,116 503,964 235,814 177,338
25 Total functional expenses. Add lines 1 through 24e 142,744,954 117,688,486 7,235,956 17,820,512
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). 10,158,989 2,832,462 0 7,326,527
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 72,126 1  
2 Savings and temporary cash investments ......... 10,249,420 2 9,193,076
3 Pledges and grants receivable, net ........... 5,296,757 3 11,467,508
4 Accounts receivable, net ............. 44,749 4 189,630
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 .......... 1,773,464 9 8,970,118
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 22,695,118
b Less: accumulated depreciation ..... 10b 6,474,385 16,915,404 10c 16,220,733
11 Investments—publicly traded securities .......... 80,605,384 11 78,235,183
12 Investments—other securities. See Part IV, line 11 ..... 5,236,078 12 5,346,751
13 Investments—program-related. See Part IV, line 11 ..... 213,557 13 2,619,352
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 373,967 15 356,707
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 120,780,906 16 132,599,058
Liabilities 17 Accounts payable and accrued expenses ......... 14,818,445 17 17,469,922
18 Grants payable ................. 4,870,284 18 6,576,745
19 Deferred revenue ................ 1,779,496 19 2,071,797
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.................... 3,267,707 25 3,103,016
26 Total liabilities. Add lines 17 through 25......... 49,735,932 26 54,221,480
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 .............. 70,349,268 27 76,357,669
28 Temporarily restricted net assets ........... 695,706 28 2,019,909
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 ........... 71,044,974 33 78,377,578
34 Total liabilities and net assets/fund balances ........ 120,780,906 34 132,599,058
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
144,653,292
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
142,744,954
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,908,338
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
71,044,974
5
Net unrealized gains (losses) on investments ...............
5
5,424,266
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
78,377,578
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 (2013)
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 117,816,589 173,005,285 138,735,319 140,838,496 141,215,604 711,611,293
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 3 117,816,589 173,005,285 138,735,319 140,838,496 141,215,604 711,611,293
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).. 43,281,970
6 Public support. Subtract line 5 from line 4. 668,329,323
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 117,816,589 173,005,285 138,735,319 140,838,496 141,215,604 711,611,293
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,709,986 1,672,972 1,809,273 1,787,529 2,235,669 10,215,429
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.).. 90,667 62,373 7,015 1,419   161,474
11 Total support (Add lines 7 through 10). 721,988,196
12
12
153,040
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
92.570 %
15
15
91.210 %
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule D (Form 990) 2013
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 .... 16,154,308 14,790,123 15,217,922 13,418,771 11,115,033
b Contributions ........ 326,685 525,743 546,068 301,073 496,256
c Net investment earnings, gains, and losses 2,338,386 1,484,244 -403,984 1,748,212 2,553,526
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		718,263 645,802 569,883 250,134 746,044
f Administrative expenses ....          
g End of year balance ...... 18,101,116 16,154,308 14,790,123 15,217,922 13,418,771
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................   17,759,493 6,295,237 11,464,256
c Leasehold improvements ............        
d Equipment ................        
e Other .................   495,625 179,148 316,477
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 16,220,733
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Charitable gift annuity liability 3,103,016








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 3,103,016
2. Liability for uncertain tax positions 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) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 194,766,791
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 5,424,266
b Donated services and use of facilities ......... 2b 44,458,733
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 164,189
e Add lines 2a through 2d ..................... 2e 50,047,188
3 Subtract line 2e from line 1..................... 3 144,719,603
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 -66,311
c Add lines 4a and 4b....................... 4c -66,311
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 144,653,292
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 187,287,346
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 44,458,733
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 83,659
e Add lines 2a through 2d...................... 2e 44,542,392
3 Subtract line 2e from line 1..................... 3 142,744,954
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.) ...... 5 142,744,954
Part XIII
Supplemental Information
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.
Return Reference Explanation
Part V, Line 4: The Foundation board has established a board-designated quasi-endowment fund, and has adopted a policy under which certain contributions are designated to the fund. Assets of the quasi-endowment fund are invested in a broadly diversified portfolio spread over multiple asset classes. The board also adopted a spending policy, which permits an annual transfer to operating funds of up to 5% of the previous 12 quarters average quasi-endowment fund balance.
Part X, Line 2: The AARP Foundation is required to record a liability for any material position taken which does not meet the minimum thresholds of "more-likely than-not" to be successful under regulatory challenge. No provision for income taxes has been recorded in 2013 and 2012 since management believes there is no material unrelated business income or material uncertain positions requiring the recognition of a liability.
Part XI, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement revenues 164,189.
Part XI, Line 4b - Other Adjustments: Rental expense netted against gross rents on Form 990, page 9, line 6b -57,059. Loss on disposal of fixed assets -9,252.
Part XII, Line 2d - Other Adjustments: AARP Institute (EIN: 52-0788950) financial statement expenses 17,348. Rental expense netted against gross rents on Form 990, page 9, line 6b 57,059. Loss on disposal of fixed assets 9,252.
Schedule D (Form 990) 2013

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. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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.
Form 990-EZ filers are not required to complete this part.
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 3,007,937 -3,007,937
 
Covenant Calls LLC
1539 Fall River Avenue Ste 3
 
Seekonk, MA02771 		Professional solicitor   No 0 89,227 -89,227
 
Gift Strategies LLC
1539 Fall River Avenue Ste 3
 
Seekonk, MA02771 		Gift planning consultant   No 0 454,480 -454,480
 
M&R Strategic Services Inc
2120 L Street NW 6th Fl
 
Washington, DC20037 		Creative online marketing services   No 0 253,083 -253,083
             
             
             
             
             
             
Total .................right arrow   3,804,727 -3,804,727
3
List all states in which the organization is registered or licensed to solicit contributions 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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. Subtract line 10 from line 3, column (d)........... 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. Subtract line 7 from line 1, 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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. 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).
Return Reference Explanation
Schedule G, Part I, Line 2b, Column (v) These entities (excluding Covenent Calls) do not raise funds directly for AARP Foundation, but provide counsel, services, and support to AARP Foundation's internal development office. The amounts reflected in Schedule G are for the professional services and reimbursements paid by AARP Foundation for promotional, postage and travel expenses. Covenant Calls LLC is a professional solicitor for AARP Foundation. While they do raise funds for AARP Foundation, at no time do they have custody of any funds.
Schedule G, Part I, Line 2 b(v) Chapman Cubine Adams Hussey & Associates Professional fundraising fee $210,528 Printing & postage 1,714,242 Advertising & promotion 1,074,538 Miscellaneous expense 8,629 Total paid to Chapman Cubine $3,007,937 Adams Hussey & Associates Covenant Calls LLC (contract was terminated on 7/31/2013) Professional fundraising fee $ 89,227 Total paid to Covenant Calls LLC $ 89,227 Gift Strategies LLC Professional fundraising fee $449,558 Travel expenses 4,922 Total paid to Gift Strategies LLC $454,480 M&R Strategic Services Professional fundraising fee $224,518 Advertising & promotion 23,151 Travel expenses 5,414 Total paid to M&R Strategic Svcs $253,083 Total amounts paid to fundraisers $3,804,727
Schedule G (Form 990 or 990-EZ) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 7,369,816       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) 725,000       Typhoon Haiyan Relief and emergency preparedness for vulnerable older adults.
(3) American Red Cross
22025 E St
Washington,DC20006 		53-0196605 501(c)(3) 60,000       Oklahoma tornado relief
(4) ABS CBN Foundation
150 Shoreline Drive
Redwood City,CA94065 		94-3292281 501(c)(3) 60,000       Typhoon Haiyan Relief in Philippines
(5) Action for Boston Community Development
178 Tremont Street
Boston,MA02111 		04-2304133 501(c)(3) 279,000       Grant to support AARP Foundation's hunger initiative.
(6) Aging Services Inc
1179 E Main Street
Norman,OK73071 		73-1326994 501(c)(3) 20,000       Oklahoma tornado relief
(7) Areawide Aging Agency Inc
4101 Perimeter Center Drive Ste 310
310
Oklahoma City,OK73112 		73-0960311 501(c)(3) 35,000       Oklahoma tornado relief
(8) Association for Enterprise Opportunity
1111 16th St NW Ste 410
Washington,DC20036 		36-3834357 501(c)(3) 80,000       Grant to support AARP Foundation's income initiative.
(9) Atlanta Community Food Bank
732 Joseph E Lowery Blvd NW
Atlanta,GA30318 		58-1376648 501(c)(3) 25,000       Donation to provide support to 50+ adults in need of food assistance.
(10) Baptist General Convention of the State of Oklahoma
3800 North May Avenue
Oklahoma City,OK73112 		73-0621888 501(c)(3) 125,000       Oklahoma tornado relief
(11) Bevill State Community College Foundation Inc
PO Box 862
Fayette,AL35555 		63-0578660 501(c)(3) 163,700       Grant to promote AARP Foundation's back to work program.
(12) The Campus Kitchens Project
19 Eye Street NW
Washington,DC20001 		55-0825492 501(c)(3) 625,000       Grant to provide support to 50+ adults in need of food assistance.
(13) Cooperative for Assistance and Relief Everywhere (CARE USA) Inc
151 Ellis St NE
Atlanta,GA30303 		13-1685039 501(c)(3) 200,000       Typhoon Haiyan Relief in Philippines
(14) City Harvest Inc
6 E 32nd Street 5th Fl
New York,NY10016 		13-3170676 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assistance.
(15) Council of Senior Centers and Services of New York City Inc
49 W 45th Street 7th Fl
New York,NY10036 		13-2967277 501(c)(3) 75,000       Grant to increase SNAP enrollments for the 50+.
(16) Council on Aging of Volusia County Inc
160 N Beach Street
Daytona Beach,FL32114 		59-1160221 501(c)(3) 25,000       Donation to provide support to 50+ adults in need of food assistance.
(17) DC Central Kitchen Inc
425 2nd St NW
Washington,DC20001 		52-1584936 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(18) DC Public Library Foundation Inc
901 G St NW Ste 400
Washington,DC20001 		52-1481008 501(c)(3) 23,169       Grant to support AARP Foundation's income initiative.
(19) Delta Sigma Theta Sorority Inc
1707 New Hampshire Ave NW
Washington,DC20009 		53-0215218 501(c)(7) 7,500       Donation to support 50+ multigenerational and multicultural outreach.
(20) Do Something Inc
19 W 21st St 8th Fl
New York,NY10010 		13-3720473 501(c)(3) 810,000       Grant to support AARP Foundation's intergenerational initiative.
(21) Elgin Community College Foundation
1700 Spartan Dr
Elgin,IL60123 		36-3358690 501(c)(3) 165,142       Grant to promote AARP Foundation's back to work program.
(22) Family Matters of Greater Washington Inc
1509 16th St NW
Washington,DC20036 		53-0208258 501(c)(3) 36,000       Donation to promote AARP Foundation's isolation initiative.
(23) Feeding America
35 East Wacker Drive Ste 2000
Chicago,IL60601 		36-3673599 501(c)(3) 500,000       Grant to develop sustainable solutions to older adult hunger.
(24) Feed More Inc
1415 Rhoadmiller St
Richmond,VA23220 		54-1150923 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(25) Feed the Hungry Inc
6419 Floridon Ct
Springfield,VA22150 		54-1796436 501(c)(3) 30,000       Typhoon Haiyan Relief in Philippines
(26) Daily Bread Food Bank (aka Feeding South Florida)
2501 SW 32nd Terrace
Pembroke Park,FL33023 		59-2097520 501(c)(3) 150,000       Donation to provide support to 50+ adults in need of food assistance.
(27) First Nations Development Institute
2432 Main Street
Longmont,CO80501 		54-1254491 501(c)(3) 250,000       Grant to promote AARP Foundation's hunger initiative.
(28) Florida State College Foundation Inc
501 West State St
Jacksonville,FL32202 		23-7168438 501(c)(3) 163,316       Grant to promote AARP Foundation's back to work program.
(29) Food Bank for New York City
39 Broadway
New York,NY10006 		13-3179546 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assistance.
(30) Generations United
1333 H St NW Ste 500W
Washington,DC20005 		31-1542973 501(c)(3) 217,464       Grant to support AARP Foundation's intergenerational initiative.
(31) GK1 World Foundation
13860 Stowe Drive
Poway,CA92064 		35-2361640 501(c)(3) 60,000       Typhoon Haiyan Relief in Philippines
(32) Gleaners Community Food Bank Inc
2131 Beaufait St
Detroit,MI48207 		38-2156255 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(33) Greater Chicago Food Depository
4100 W Ann Lurie Place
Chicago,IL60632 		36-2971864 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assistance.
(34) Harvard University
1033 Massachusetts Ave 5th Fl
Cambridge,MA02138 		04-2103580 501(c)(3) 150,000       Grant to support the State of Housing for Older Americans research project.
(35) Harvesters - The Community Food Network
3801 Topping Ave
Kansas City,MO64129 		43-1208665 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(36) Houston Food Bank
535 Portwall
Houston,TX77029 		74-2181456 501(c)(3) 25,000       Donation to provide support to 50+ adults in need of food assistance.
(37) Greater Kanawha Valley Foundation
PO Box 3041
Charleston,WV25331 		55-6024430 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(38) Lane Workforce Partnership
1500 Valley River Dr Ste 150
Eugene,OR97401 		93-0886373 501(c)(3) 200,000       Grant to promote AARP Foundation's financial capability program.
(39) LeadingAge Inc
2519 Connecticut Ave NW
Washington,DC20008 		13-6213525 501(c)(3) 120,797       Grant to promote AARP Foundation's housing initiative.
(40) Legal Aid Services of Oklahoma Inc
2915 N Classen Blvd Ste 500
Oklahoma City,OK73106 		73-1022203 501(c)(3) 20,000       Oklahoma tornado relief
(41) Lifelong Aids Alliance
1002 E Seneca
Seattle,WA98122 		91-1215715 501(c)(3) 271,655       Grant to provide support to the 50+ adults in need of food assistance.
(42) Los Angeles Regional Foodbank
1734 East 41st St
Los Angeles,CA90058 		95-3135649 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assist.ance.
(43) Magic Johnson Foundation
9100 Wilshire Blvd Ste 700 E Tower
Beverly Hills,CA90212 		95-4349860 501(c)(3) 167,128       Grant to support AARP Foundation's intergenerational initiative
(44) Maricopa County Community Colleges Foundation
2419 W 14th St
Tempe,AZ85281 		86-0327449 501(c)(3) 165,186       Grant to promote AARP Foundation's back to work program.
(45) Massachusetts Institute of Technology
77 Massachusetts Ave
Cambridge,MA02139 		04-2103594 501(c)(3) 13,000       Donation to support business plan competition.
(46) Mayors Fund to Advance New York City
253 Broadway 8th Fl
New York,NY10007 		13-3783906 501(c)(3) 100,000       Hurricane Sandy relief
(47) National 4H Council
7100 Connecticut Ave
Chevy Chase,MD20815 		36-2862206 501(c)(3) 206,661       Grant to support AARP Foundation's intergenerational initiative.
(48) Moraine Valley Community College Foundation
9000 W College Pkwy
Palos Hills,IL60465 		36-3191202 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(49) Meals on Wheels Association of America
413 North Lee Street
Alexandria,VA22314 		23-7447812 501(c)(3) 350,000       Grant to provide support to 50+ adults in need of food assistance.
(50) National Housing Conference Inc
1900 M St NW Ste 200
Washington,DC20036 		53-0208180 501(c)(3) 17,000       Grant to promote AARP Foundation's housing initiative.
(51) New Hampshire Catholic Charities (New Hampshire Food Bank)
215 Myrtle St
Manchester,NH03104 		02-0222163 501(c)(3) 20,000       Donation to provide support to 50+ adults in need of food assistance.
(52) New York Coalition Against Hunger Inc
50 Broad Street Ste 1520
New York,NY10004 		13-3471350 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assistance.
(53) North Texas Food Bank
4500 S Cockrell Hill Rd
Dallas,TX75236 		75-1785357 501(c)(3) 65,000       Donation to provide support to 50+ adults in need of food assistance.
(54) Northern Illinois Food Bank
273 Dearborn Ct
Geneva,IL60134 		36-3203648 501(c)(3) 50,000       Donation to provide support to 50+ adults in need of food assistance.
(55) Oklahoma City Community Foundation
PO Bo 1146
Oklahoma City,OK73101 		23-7024262 501(c)(3) 100,000       Oklahoma tornado relief
(56) Oklahoma Indian Missionary Conference
3020 S Harvey Ave
Oklahoma City,OK73109 		73-0754463 501(c)(3) 29,000       Oklahoma tornado relief
(57) Older Adults Technology Services
168 7th Street
Broklyn,NY11215 		55-0882599 501(c)(3) 10,000       Donation to promote AARP Foundation's isolation initiative.
(58) Pima Community College Foundation Inc
4905C E Broadway Blvd 252
Tucson,AZ85709 		86-0345089 501(c)(3) 164,232       Grant to promote AARP Foundation's back to work program.
(59) Rebuilding Together OKC Inc
730 West Wilshire Blvd 108
Oklahoma City,OK73116 		73-1450790 501(c)(3) 80,000       Oklahoma tornado relief
(60) Redwood Empire Food Bank
3990 Brickway Blvd
Santa Rosa,CA95403 		68-0121855 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(61) Regional Food Bank of Oklahoma Inc
3355 S Purdue Ave
Oklahoma City,OK73137 		73-1100380 501(c)(3) 80,000       Oklahoma tornado relief
(62) Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc
305 7th Ave 15 F
New York,NY10001 		13-2947657 501(c)(3) 150,000       Grant to promote AARP Foundation's isolation initiative.
(63) Santa Fe College Foundation Inc
300 Nw 83rd St
Gainesville,FL32606 		51-0240884 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(64) Santa Fe Community College
6401 S Richards Ave
Santa Fe,NM87508 		85-0311615 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(65) Second Harvest Food Bank
2950-B Jefferson St
Riverside,CA92504 		33-0072922 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(66) Second Harvest Food Bank of Central Florida
411 Mercy Drive
Orlando,FL32805 		59-2142315 501(c)(3) 25,000       Donation to provide support to 50+ adults in need of food assistance.
(67) Second Harvest Food Bank of Metrolina
500B Spratt St
Charolette,NC28206 		56-1352593 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(68) Second Harvest Food Bank of Northeast Tennessee Inc
1020 Jericho Drive
Kingsport,TN37663 		62-1303822 501(c)(3) 15,000       Donation to provide support to 50+ adults in need of food assistance.
(69) Senior Service America Inc
8430 Colesville Rd Ste 1200
Silver Spring,MD20910 		52-6048236 501(c)(3) 200,000       Grant to support AARP Foundation's income initiative.
(70) Tarrant Area Food Bank
2600 Cullen Street
Fort Worth,TX76107 		75-1822473 501(c)(3) 10,000       Donation to provide support to 50+ adults in need of food assistance.
(71) Tarrant County College Foundation
1500 Houston St
Fort Worth,TX76102 		75-2277475 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(72) Temple University
2450 W Hunting Park Ave
Philadelphia,PA19122 		23-1365971 501(c)(3) 200,000       Grant to support AARP Foundation's intergenerational initiative.
(73) The Salvation Army
440 West Nyack Road
West Nyack,NY10994 		13-5562351 501(c)(3) 60,000       Oklahoma tornado relief
(74) Three Square Food Bank
4190 N Pecos Road
Las Vegas,NV89115 		30-0396918 501(c)(3) 35,000       Donation to provide support to 50+ adults in need of food assistance.
(75) Tri-County Technical College Foundation Inc
PO Box 587
Pendleton,SC29670 		57-0734955 501(c)(3) 165,200       Grant to promote AARP Foundation's back to work program.
(76) United Way of Pottawatomie County Inc
23 E 9th Ste 335
Shawnee,OK74802 		73-0732745 501(c)(3) 70,000       Oklahoma tornado relief
(77) Washington Animal Rescue League
71 Oglethorpe St NW
Washington,DC20011 		53-0162440 501(c)(3) 12,200       Donation to support AARP Foundation's isolation initiative.
(78) Workplace Inc
350 Fairfield Ave Ste 302
Bridgeport,CT06604 		22-2484517 501(c)(3) 600,000       Grant to support the Platform to Employment initiative.
(79) World Food Prize Foundation
666 Grand Ave Ste 1700
Des Moines,IA50309 		42-1356715 501(c)(3) private 10,000       Donation to provide support to 50+ adults in need of food assistance.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
78
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) 2013

Schedule I (Form 990) 2013
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) 13000 52,096,832      
(2) AARP Employee Crisis Fund 7 27,000      










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
directors, trustees, officers, including 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
 
No
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) 2013

Schedule J (Form 990) 2013
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 JenkinsPresident (until 10/28/13) (i)
(ii)		 173,462
185,000 		88,505
0 		1,303
1,396 		6,938
61,019 		8,951
8,962 		279,159
256,377 		0
0
(2)Patricia D ShannonCFO & SVP (i)
(ii)		 230,236
0 		66,004
0 		815
0 		10,200
57,758 		11,009
0 		318,264
57,758 		0
0
(3)David WhiteheadSVP & Chief Development Of (i)
(ii)		 248,877
5,915 		56,535
0 		1,433
0 		10,200
57,758 		18,383
0 		335,428
63,673 		0
0
(4)Deborah Briceland-BettsSVP - Federal Programs (i)
(ii)		 193,262
0 		46,097
0 		2,411
0 		9,574
54,215 		12,513
0 		263,857
54,215 		0
0
(5)Deborah ArmentiVP - Operations (until 6/23/13) (i)
(ii)		 90,173
92,851 		38,642
3,500 		2,537
2,544 		2,576
52,927 		3,250
3,263 		137,178
155,085 		0
0
(6)Maxine BakerSVP - Impact Areas (i)
(ii)		 229,327
0 		48,578
0 		2,328
0 		10,200
57,758 		1,301
0 		291,734
57,758 		0
0
(7)Najeeb UddinInterim VP Operations (i)
(ii)		 177,658
0 		41,773
0 		558
0 		8,777
49,701 		18,026
0 		246,792
49,701 		0
0
(8)Robert StarksVP SCSEP (i)
(ii)		 145,298
0 		25,840
0 		1,985
0 		6,846
38,763 		1,536
0 		181,505
38,763 		0
0
(9)Bonnie SpeedyVP - Tax Aide (i)
(ii)		 197,284
0 		41,620
0 		679
0 		9,556
54,112 		10,854
0 		259,993
54,112 		0
0
(10)Vivian VasalloVP - Housing Program (i)
(ii)		 184,665
0 		38,045
0 		538
0 		8,908
50,444 		6,521
0 		238,677
50,444 		0
0
(11)Emily AllenVP - Income Program (i)
(ii)		 182,575
0 		41,402
0 		402
0 		8,959
50,731 		11,187
0 		244,525
50,731 		0
0
(12)Barbara JonesSr Litigation Attorney (i)
(ii)		 173,663
569 		27,747
0 		1,253
0 		8,079
45,748 		11,148
0 		221,890
46,317 		0
0
(13)Kamili WilsonDir Strategic Pos & Ext Relations (i)
(ii)		 167,551
0 		32,975
0 		760
0 		4,011
45,419 		11,117
0 		216,414
45,419 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
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.
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 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) 2013

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.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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? . . . . . . . . . . . .   X            
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? . . . . . . . . . . . . . . .   X            
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 1.500 %      
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 0 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.500 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X            
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?. . . . . . . . . . . . . . . . .   X            
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? . . . . . . . 		  X            
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 the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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
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. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AARP Foundation
 
Employer identification number

52-0794300
Return Reference Explanation
Form 990, Part VI, Section A, line 4 AARP Foundation made the following bylaw changes September 10, 2013: Article V.B - Number and Term of Office. Will allow the number of AARP Board Members sitting on the AARP Foundation to change, if AARP would desire. Allows for up to four affiliated members. Deleted Article Xlll, effective date of bylaws for an additional non-affiliated member added in 2012.
Form 990, Part VI, Section A, line 7a The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor.
Form 990, Part VI, Section A, line 7b The AARP Board of Directors appoints up to ten voting members of the AARP Foundation Board of Directors. An AARP Foundation director may be removed, with or without cause, by formal action of the Board of Directors, designating a successor. The AARP Foundation Bylaws provide that no amendments to the Bylaws adopted by the Foundation may take effect until approved by the AARP Board of Directors.
Form 990, Part VI, Section B, line 11 As part of the shared services agreement with AARP, the Form 990 for AARP Foundation ("Foundation") is prepared and reviewed in AARP's internal tax department and reviewed by AARP Foundation's CFO and President and other internal reviewers. The Form 990 is then provided to the AARP Foundation Board of Directors. Once all reviews are complete, the return is electronically filed with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors), and the Chief Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Chief Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.
Form 990, Part VI, Section B, line 15 Through its shared services agreement with AARP, AARP Foundation participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third party compensation consulting firm, internal criteria, and an individual's actual performance and contribution. Internal criteria is based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of the Foundation including the President, CFO, and key employees. For AARP Foundation's president, officers, and key employees, based on the process described above, the officers of the AARP Foundation Board approves adjustments to the president's, officers, and key employees compensation package.
Form 990, Part VI, Section C, line 18 AARP Foundation makes its Form 990 available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
Form 990, Part VI, Section C, line 19 AARP Foundation makes its audited financial statements available for public inspection on its website and upon request to the AARP Foundation's Office of the CFO.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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" on 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" on 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) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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" on 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) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AARP Inc - Grant award to AARP for performance of charitable activities

 B 7,369,816 grant agreement
(2) AARP Inc - Cash contributions

 C 14,680,000 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 16,043,906 allocable cost
(5) AARP Inc - In-kind advertising

 M 3,854,675 publication space market value
(6) AARP Inc - Mailing lists

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

 P 441,131 costs incurred
(8) AARP Inc - Building maintanence

 P 582,751 costs incurred
(9) AARP Inc - Salaries for dual employees

 Q 371,759 actual salaries for time reported
(10) AARP Inc - 25k Annual fee for line of credit and 10k for national event

 R 35,000 cash paid
(11) AARP Inc - In-kind office space

 N 239,554 cost
(12) AARP Institute - In-kind shared services

 L 28,530 allocable cost
(13) AARP Services Inc - Consulting services

 M 489,678 costs incurred
(14) AARP Services Inc - In-kind rent

 N 15,827 cost
(15) AARP Andrus Insurance Fund (workers' comp insurance)

 R 955,496 premiums paid
(16) Legal Counsel for the Elderly - Intercompany rent

 J 57,059 cost
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on 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 sections 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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference 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.
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: