When COVID-19 hit, older adults who were already at risk experienced further hardship. During the pandemic, millions struggled financially as they lost jobs or income. Many worried they might lose their homes. And many more struggled to put food on the table. The financial struggle was only matched by the life-threatening isolation so many older adults faced either at home or in long-term care settings.
In this pandemic, we may be in the same storm, but we are not all in the same boat.
Yet just as surely as the winter yields to spring, there is much cause for hope. Even as the pandemic devastated our economy, our fundraising efforts flourished, with many new funders and stalwart supporters recognizing the tremendous need of the most vulnerable older adults. Many of our fundraising programs had their most successful year ever. With the generous and unwavering support of our donors, and the tenacity and commitment of our volunteers and staff, AARP Foundation found ways to give older adults living on the precipice a fighting chance not just to survive — but to thrive.
While our programs were paused for the safety of participants and volunteers, we nevertheless served nearly 3 million people, continuing to help them earn income, train for good jobs, avoid food insecurity, secure well-deserved pension benefits and tax refunds — more than $1 billion — prevent social isolation and gain access to justice.
Our response to the coronavirus pandemic is proof that AARP Foundation will be there during a crisis, but the real focus of our work is changing the circumstances that make people vulnerable in the first place. To provide the knowledge, tools and support that struggling seniors need to build their way to a happier, more hopeful life. The life they deserve.
AARP Foundation was only able to achieve so much because of your generosity, your belief in our mission and in our work. I could not be more thankful for your support this year. We could not have done it without you.
Meeting critical needs has always been a fundamental component of AARP Foundation's work to help vulnerable older adults. In the earliest days of the pandemic, the most urgent need many seniors faced was simply putting food on the table. Thanks to the generous help of supporters and organizations like United Health Foundation, we were able to deliver boxes of non-perishable food items to older adults in acute need from April through August. By the end of the program we had delivered, completely free of charge, more than 3.4 million meals to 48 states, D.C. and Puerto Rico.
The pandemic certainly threw a wrench in the works of AARP Foundation Tax-Aide's normal operations: Most of the more than 5,000 sites nationwide were unable to provide the usual in-person support that Tax-Aide users have come to rely on over the last 50 years. But the Tax-Aide team and its 36,000+ IRS-certified volunteers are nothing if not resourceful, and they soon found new ways to serve their clients — ways that promise to extend Tax-Aide's reach in the years to come.
Taxes were prepared and filed by tax counselors — but with strict physical distancing measures in place.
Taxpayers met briefly with tax counselors to exchange documents in person.
Taxpayers met with tax counselors online or by phone and exchanged documents electronically.
With free access to software and coaching from a tax counselor via computer screen-sharing, taxpayers could prepare their own taxes.
Since 2013, BACK TO WORK 50+ has been doing just what its name says: putting people over 50 back to work. Moving online was fairly easy for the program, which replaced in-person workshops with virtual ones and adjusted instructions to reflect the challenges and opportunities of finding work during a time of physical distancing. As Jacquie Johnson's story below makes clear, the relationships participants form with BTW50+ coaches are the very heart of the program, and online tools helped keep those relationships strong.
Jacquie was working as a supervisor of environmental services at a major hospital in Indiana when she made the difficult decision to resign her position so she could help take care of her ailing mother in Oklahoma, who had chronic kidney failure and had developed dementia.
Having previously experienced a layoff, Jacquie had learned to put money aside for an emergency, and this certainly qualified. Her personal savings, she says, “not only allowed me to eliminate the stress of relocating, but also allowed my mother to not feel guilty about me leaving Chicago to come and take care of her.”
Jacquie was away from her home, relying on savings and family support for almost a year and a half, until her mother died. Then it was back to her home in Chicago in early 2020, and the search for a new job began.
It was tough going, even in the days before COVID. She tried to find work on her own but couldn't get any interviews. While attending a program that offered computer classes, she heard about a program being offered by AARP Foundation through the Chicago Cook Workforce Partnership: BACK TO WORK 50+.
They got me back to myself.”
— Jacquie Johnson, BACK TO WORK 50+ participant
She signed up for a BTW50+ workshop but wasn't hopeful, figuring, “I'm just a number to them.” Then she met Sherri Chrisman, a job search coach, who “changed my perspective on the whole program.”
She learned to “embrace the little things”: fine-tuning her résumé, becoming more active on LinkedIn, doing mock interviews, networking. “All those little things helped propel me to where I am now,” she says.
She was able to connect with a temp agency, something she counted on only as a stopgap. But Jacquie puts her all into everything she does, so she got offered an assignment fairly quickly. Still she was discouraged: She didn't like the work at all, and was ready to give up on the temp agency altogether. That's where Sherri really proved her value; she pushed Jacquie to stick with it and said, “You don't know what doors it might open.”
After that, Jacquie got an assignment as an administrative assistant with a psychiatry practice, right downtown in Chicago. She liked the people, and everything was going well. Then, less than three weeks after she started, COVID struck, and Jacquie figured her luck had run out again. But her professionalism was shining through, and the practice decided to set her up to work at home. She hadn't felt that valued since she'd been caring for her mom.
Still, the job was a temporary one. When she got offered a permanent position elsewhere, she felt she couldn't turn it down, even though she felt very much at home with the psychiatry practice.
So she told the practice she was leaving. They begged her to stay: “What do you want?” They liked her so much that they offered her a permanent position. “I'd never had an opportunity to choose where I wanted to work,” says Jacquie. And Sherri was right there to guide her, helping her weigh the pros and cons of each job. Her good feelings about the psychiatry practice sealed the deal, and she accepted their offer.
Jacquie credits both Sherri and another career coach at the Workforce Partnership for helping her focus on what really mattered. “They got me back to myself,” she says.
For 25 years, AARP Foundation Experience Corps has helped older adults stay connected to their communities as volunteer reading tutors. But when COVID-19 brought in-school tutoring to an abrupt halt and put our volunteers at risk of isolation, we shifted gears and went online. Our successful tutoring model stayed the same; only the way it was delivered changed.
Going virtual enabled our dedicated volunteers to continue making a difference from the safety of home. It opened the door for us to train them on digital tools they'd never used before. And it created opportunities for volunteers who hadn't been able to tutor in person.
In a way, the AARP Foundation Property Tax-Aide program was custom-built to serve its clients in the virtual sphere. The program relies on an innovative online fintech tool that simplifies the process of applying for property tax refunds and credits. During its first year, in 2019, the program involved trained volunteers meeting with clients to walk them through the process. The pivot was seamless, with volunteers using an online screener and application wizard to help more than 4,200 older homeowners — and renters — find and receive the property tax savings they were eligible for.
When we began using the virtual Property Tax-Aide tool in July, we found our participants were very relieved. We heard comments like, ‘I was afraid that I would lose my house because I didn't have the money to pay my taxes.'
… it was a very pleasant feeling to be able to relieve these worries.
One woman I helped told me she was recovering from COVID-19 and had no energy to deal with it and was
thankful I could take care of it for her.
Participants were very concerned with the pandemic…
but it was heartwarming
to have callbacks and check-ins to say they received a check that helped when our state was shut down.
Many of my clients had average refunds in the
$1,200 to $1,500 range,
so it was a significant amount of money to them. Overall, very thankful for the AARP Foundation service.
As the pandemic raged, and it became clear that a return to “normal” was a long way off, we took the Work for Yourself@50+ workshop online — offering coaching and support to aspiring older entrepreneurs while still ensuring their safety and that of our partners. Work for Yourself@50+ served more than 17,000 adults last year, nearly doubling the program's impact since its inception in 2016. Also in 2020, we launched freelance programming that has served almost 3,000 people since last fall.
For Andrew, that help came in the form of AARP Foundation's free Work for Yourself@50+ workshop at Northeastern Illinois University. The workshop centers on the Five Simple Steps to Get You Started toolkit, which includes detailed lesson plans and worksheets. Participants gain free tools, resources and guidance, as well as connections to peers and to additional program support.
Andrew says the workshop emphasized the importance of doing extensive market research for the product he developed: the Ergo Cap, a small tool that fits over standard bottle caps and enables people with hand-strength issues to open water bottles with ease. He also learned how to refine his business model and develop a full-fledged business plan.
Once the self-described “go-getter” has enough funding in place for mass production, the Ergo Cap will be available for less than $2 a piece — including a version with a keyring hole. Until then, he'll keep refining and improving his product.
“I will pursue this to where I'm successful enough to pass it on to my children, sell the company, or be semi-retired and work on other projects,” he says. “That's my dream.”
One of the many things we missed in 2020 was our signature Meal Pack Challenge, held on the National Mall every September 11. Although we couldn't gather in person, that didn't stop us from providing meals for our older neighbors in the Washington metropolitan area. With the generous support of donors and our sponsors UnitedHealthcare and The Hartford, we launched our first “pack-from-home” Meal Pack Challenge. Thousands of volunteers purchased food, packed the food in AARP Foundation-provided boxes, and shipped the boxes directly to the Capital Area Food Bank.
More than 7,300 volunteers from all 50 states, D.C. and Puerto Rico participated in the pack-from-home Meal Pack Challenge.
Volunteers ordered boxes from AARP Foundation and went shopping from a list of approved non-perishable nutritious foods — and then generously contributed about $20 in purchased items to fill each box.
Packing from home meant the whole family could easily take part in this worthwhile volunteer activity to help feed hungry seniors in the Washington metropolitan area.
It's a great way to stay safe and still make a difference!” — Meal Pack volunteer
The pack-from-home Meal Pack Challenge yielded more than 1 million servings of food for older adults throughout the D.C. region.
We have been able to distribute well over 100,000 lbs. of healthy foods to our partners in one month all thanks to AARP Foundation!”
— Capital Area Food Bank
A prepaid label ensured that packed boxes would be delivered directly to the Capital Area Food Bank. The generosity of AARP Foundation donors and sponsors made the Meal Pack Challenge possible.
Challenge completed! In these uncertain times I wanted to provide food for those who were most in need. [AARP Foundation] made it so simple this year to participate in their annual meal packing challenge.”
— Facebook comment from a volunteer
Family was thrilled to continue our #mealpackchallenge for @AARPFoundation tradition this weekend by packing boxes of food to be sent to @capitalareafoodbank. It was like Tetris to get everything to fit!
— Volunteer on Twitter
AARP Foundation SCSEP (Senior Community Service Employment Program) offers low-income unemployed adults over 55 work-based training and skill-building opportunities in a variety of community service organizations and public agencies (known as “host agencies”). Program participants earn a modest income, and their SCSEP experience often leads to full-time employment. When the pandemic struck, host agencies shut down — but AARP Foundation SCSEP continued to provide paychecks until participants were able to return, in person or remotely.
One host agency told Maritza that the only SCSEP participant who trained there, Jose, had already left. At the time, no one mentioned that the 69-year-old man was very ill.
“Two days later, when I finally got to talk to him, he was unintelligible,” Maritza says. “He could hardly speak and was having trouble breathing.” Jose had called his doctor and been tested for the coronavirus, but he hadn't received the results.
Maritza learned that Jose had no family or friends nearby. He had minimal food in the house and was too ill to go out and purchase it. He needed help, and he needed it right away.
As soon as she got off the phone with Jose, Maritza reached out to food pantries, Meals on Wheels and local churches. Eventually, she connected with the Miami-Dade County 311 Contact Center, the main resource for county services. Once she explained the situation, stressing its urgency, she was able to register Jose for county meal services. He began receiving meals that same day, with a week's worth of food delivered to his home every Sunday.
“He was so grateful that he was crying on the phone,” says Maritza. Once he had enough food, Jose's health improved. His coronavirus test came back negative, and he soon returned to SCSEP to train remotely. Although his food delivery ended in October, his much-improved health meant he could go out and purchase his own food.
His only request was that Maritza continue to call him daily so he wouldn't feel scared and alone. She agreed — and continues to call him even now.
“When you hear in their voices the despair, fear and sadness, it's worth fighting for this cause,” Maritza says. “Although it is a sad situation, we are here to face it together as a team, with full dedication, love and compassion.”
When you hear in their voices the despair, fear and sadness, it's worth fighting for this cause.”
— Maritza Lopez
AARP Foundation SCSEP Miami
AARP Foundation's grantmaking supports sustainable, real-world solutions to the challenges facing vulnerable older adults. The pandemic exacerbated those challenges, dramatically increasing the demand for critical services provided by our grantees.
Our grantmaking in 2020 focused largely on organizations providing food assistance and support for social connection. That focus swung to disaster relief when multiple hurricanes and wildfires struck in the fall. All told, we distributed $9.93 million in grants to 71 organizations working to lift up older adults and their communities.
As physical distancing became the norm last year, millions of people embraced digital tools as the safest way to perform everyday tasks like banking and grocery shopping. Older adults unfamiliar with how to use these tools were able to turn to AARP Foundation, which collaborated with Chase to develop a library of free online resources designed to help people stay connected and strengthen their financial health.
The pandemic gave rise to more than one crisis, among them a surge in evictions and foreclosures. Even with safeguards in place, older adults who fell behind on mortgage or rent payments faced the prospect of losing their homes once those safeguards expired.
Our Here to Stay: Home Upkeep for All™ team saw the need for a central location for resources that could help people stay in their homes. The Rent and Mortgage Assistance Resource Center launched in late 2020, offering guides, links and crucial information on where to turn for help.
To help reduce isolation during the pandemic, we revamped Connect2Affect.org to serve as a “front door” to an organized, integrated system of supports and programs that make it easier for older adults to gain access to important social connections, benefits and resources. In addition, we introduced a friendly new chatbot, created a guide for virtual volunteering, and launched a national public awareness campaign to spread the word about the seriousness of social isolation.
The revamped Connect2Affect.org is more than just an information site; it's a lifeline that connects people to solutions for every part of life affected by social isolation. Visitors can Connect2 encouragement and support, Connect2 useful advice, and Connect2 helping hands right in their community.
National Good Neighbor Day — observed annually on September 28 — looked a little different in 2020. We encouraged participation by sharing ways to celebrate safely and keep neighborly connections strong.
The pandemic drastically curtailed in-person volunteering … so we created a guide to virtual volunteering, featuring tips for staying connected and maintaining a sense of purpose while helping others from the safety of home.
A report by AARP Foundation and the United Health Foundation revealed that two-thirds of adults had experienced social isolation and high levels of anxiety since the beginning of the pandemic.
“I feel I may say anything to you and I'm safe, and I thank you for being there for me.”
— Chatbot user
With the friendly Connect2Affect Chatbot, users who are feeling isolated can get coping strategies and emotional support to boost their well-being. It's safe, secure and available 24/7.
Our new community workshop on social connection was set to launch when the pandemic hit. So we updated it with physical distancing and virtual recommendations, and shared it with community-based organizations.
Former astronaut Scott Kelly helped us deliver a national wake-up call about the health effects of isolation. Commander Kelly shared what it was like to be separated from loved ones while he spent nearly a year on the International Space Station — and offered advice for people feeling isolated during the pandemic.
I think the biggest lesson I learned is that even though you're isolated, you don't have to be alone.
— Cmdr. Scott Kelly
The release of The Health and Medical Dimensions of Social Isolation and Loneliness in Older Adults — a National Academies of Sciences, Engineering, and Medicine consensus study sponsored by AARP Foundation — confirmed the connection between social isolation or loneliness and death, heart disease and depression for older adults.
Connect2Affect Connected Communities™ and Consumer Cellular coordinated to provide free smartphones and a year of discounted monthly service to residents of affordable housing communities in Ohio and Texas — part of an effort to increase residents' access to connectivity and technology.
AARP Foundation and ProMedica hosted a virtual summit in December to discuss strategies for addressing social isolation during a pandemic, and to share promising practices from organizations in the community and across sectors.
In the midst of a pandemic, the regular process of voting was both more difficult and more dangerous for older adults, especially those with health risks and mobility issues. Yet jurisdiction after jurisdiction threw up roadblocks that made it harder for voters to cast their ballots. AARP Foundation defended voters' rights in states across the nation and won some significant victories. In Minnesota, AARP Foundation attorneys filed an amicus brief in support of waiving a state requirement that absentee voters have their ballot envelope signed by a witness or a notary. A consent decree by the Minnesota secretary of state waived that requirement so that absentee voters could more easily cast their ballots. The secretary later agreed to send all registered voters an absentee ballot application.
In a great victory for the LGBTQ community, the U.S. District Court for the District of Columbia blocked the U.S. Department of Health and Human Services (HHS) from enforcing parts of a new rule that would have scrapped key nondiscrimination protections in health care.
AARP and AARP Foundation had filed an amicus brief urging the court to block the rule from going into effect. One provision of the revised rule would have removed discrimination based on sex stereotypes from the definition of sex discrimination.
LGBTQ adults were already more likely to experience pervasive overt and systemic discrimination in accessing quality health care services and insurance coverage, essentials that are increasingly important as they age. The existing discrimination had resulted in LGBTQ older adults having worse physical and mental health, higher rates of chronic health conditions, and higher rates of disability.
One of the central tenets of the Americans with Disabilities Act is that people should be able to live dignified lives of their own choosing, as unfettered as possible by the disadvantages they might otherwise face. That means, among other things, that older people and people with disabilities should be able to continue living in their own homes if they so choose, and should not be hindered by discriminatory policies and practices — by both state actors and private housing entities — that would subject them to unnecessary, harmful and expensive institutional settings.
More than 10 years ago, AARP Foundation filed a class action suit on behalf of Ivy Brown and some 1,200 nursing facility residents in the District of Columbia, claiming they were being illegitimately segregated from their own communities and essentially warehoused in nursing facilities. These residents wanted to move back into their communities with appropriate government support.
Under the “integration mandate” of the Americans with Disabilities Act, state and local governments have an obligation to help people with disabilities enjoy all that community integration means. The suit claimed that D.C. was failing to meet this obligation.
AARP Foundation won two important appeals in this ongoing case and continues to fight for the rights of these older adults to live lives of their own choosing.
Coming in the midst of the pandemic, last year's Western wildfires and Atlantic hurricanes threatened older adults' lives and homes, intensifying the adversity many were already experiencing.
$2 million distributed for recovery efforts
Thank you for helping us put the pieces back together when our world fell apart.”
— Sheryl, funding recipient
“I lost everything during the Almeda Fire and was left with only the clothes on my back,” wrote a 75-year-old Oregon woman who applied for assistance through United Way of Jackson County (UWJC). “Any help is deeply appreciated.”
Help is exactly what 9,736 AARP Foundation donors delivered through their generous response to our disaster relief appeals.
Their contributions, matched dollar for dollar by the Foundation, allowed us to distribute $2 million in grants to more than 20 organizations in seven states — including UWJC, which is using its grant to provide wide-ranging support to local communities ravaged by the Almeda and Obenchain fires.
“I can't tell you how much we appreciated the grant from your organization after we lost so much,” funding recipient Sheryl, 87, told UWJC. “It is such a devastating experience to be suddenly homeless and to need everything!”
She and other older adults who survived last year's natural disasters are getting back on their feet — and it's because AARP Foundation donors, as always, came through.
Perhaps Sheryl put it best: “Thank you for helping us put the pieces back together when our world fell apart.”
in refunds for
1.5 million taxpayers
meals delivered to seniors in
critical need across the country
hours of tutoring contributed
by senior volunteers
volunteers who supported
AARP Foundation initiatives
in new income created by AARP
Foundation workforce programs
low-income older adults
served through SNAP
Thank you for believing in AARP Foundation's mission and our work to end senior poverty. Your generous support in 2020 is helping to ensure that vulnerable older adults can secure the essentials.
Allstate Insurance Company
Amazon Web Services, Inc.
Arizona Department of Economic Security
Bank of America Charitable Foundation
The California Wellness Foundation
Chapman Cubine and Hussey
Chase Bank USA, N.A.
The Commonwealth Fund
Consumer Cellular, Inc.
Consumer Technology Association
Corporation for National and Community Service
Corrigan Sports Enterprises
Delta Dental Plans Association
Ewing Marion Kauffman Foundation
Family League of Baltimore
Finnegan Family Foundation
The Humana Foundation
Internal Revenue Service
Investor Protection Trust
The John A. Hartford Foundation
LSC Communications US, LLC
Maine Health Access Foundation
The National Caucus & Center on Black Aging, Inc.
National Older Worker Career Center
New York Life Insurance Company
Parker Health Group, Inc.
The Patricia Kind Family Foundation
The Pew Charitable Trusts
Plymouth Rock Assurance
Ralph C. Wilson, Jr. Foundation
The Retirement Research Foundation
Robert Wood Johnson Foundation
The Ronald H. Ringer Foundation
The SCAN Foundation
State of Florida
State of Iowa
State of Missouri
State of Nevada
State of North Carolina
State of Oklahoma
State of Pennsylvania
State of Washington
Steans Family Foundation
T-Mobile USA, Inc.
Toyota Motor Sales, U.S.A., Inc.
U.S. Department of Justice
U.S. Department of Labor
United Health Foundation
WGL Holdings, Inc.
Wells Fargo Foundation
William Penn Foundation
The Carobus Family Foundation
Lawrence and Stephanie Flinn, Jr. Charitable Trust
Annette Franqui & Seth Werner
Jo Ann Jenkins
Lloyd E. & Juanita Johnson
A. Robert Karpenske
D. Alan Kendall
George P. Lindemann
Larry J. Priddy
Connie & John Rakoske
Lisa Marsh Ryerson
Donald G. Smith, Jr.
Mr. & Mrs. Seymour Y. Sternberg
Billy Fenner Consulting LLC
Bob Fox and Andrea Mintz
Bob & Sian Harris
Dr. Matthew Krecic
Diane D. Miller
Dan & Lisa Phelan
Marilyn & Skip Rosskam
The Todd and Stephanie Schnick Foundation
Keith & Catherine Swaby
Jackie & Glenn Tilton
Susan Werth & Bernard Silver
Beth & David Whitehead
Kenneth R. Wright
David M. Adame
David T. Albee
The Honorable Patricia Banks
Ms. Olive M. Bryan
Anthony John Burnell
John & Karen Castaldo
Thomas Daw & Ann Giragosian Daw
John T. Doyle
K. James Ehlen, M.D.
Laurie and Thomas Fusco Charitable Fund
Brian & Veronica Glynn
Franklin & Jenny Guerrero
Dulcy & Richard Hooper
Nancy A. LeaMond
Ralph & Rebecca Littreal
Claudia & Herrick Massie
Karen L. Mercer
Donna M. Rand
Richard Reichle, Jr.
Tara Isa Koslov & William Alvarado Rivera
Patricia D. Shannon & Bruce A. Peters
Heather & Tim Sherman
Nancy Tidd Smith
Marcia Williams & Gene Lucero
Ted and Pam Woehrle
Agarwal Family Foundation
Gail & Robert Aldrich
Michael J. & Donna C. Andersen
Robert E. Ayers
Robert & Susan Baker
Richard Banks, M.D.
Avinash Bapat, M.D.
Joan P. Barnes
Lawrence W. Bassett
Douglas Bechard, M.D.
Robert J. & Jane W. Blum
Linda B. Bolton
Frances & Robert Brandell
Sheila & Jonathan Breslaw
Mary P. Brown
Joel & Shelby Brunt
Barbara M. Byars
Herbert & Ann Carlson
William D. Carter
Ann B. Catts
Mary Louise Cavanaugh
Mr. Leo Charette
Charles & Dolores Cheron
Arthur J. Christian
Joseph E. & Margreta Claunch
Margaret A. Conacher
Yvonne C. Condell
George & Andrea Conklin
Margot James Copeland
Mr. Jacques Craig
William J. Crain
Kenneth R. & Marilyn Cummings
Mary Katherine D'Addario
Mr. John Dadzitis
Gretchen M. Dahlen
Dolores & Ronald Daly
Gary & Denise David
James W. Davis
Lloyd R. & Caroline De Llamas
Cynthia & Phil Deland
Diane M. Delgado
Jerry & Barbara DeLosh
Paul C. Deutsch
D. Robert Drucker
Mr. Douglas Duncan
Stewart Dunn, Jr.
Kent G. Dupont
Mary Jo Eagen
Javid & Rukhsana Farooqi
Michael E. Festa
Michael & Teresa Fountain
Robert L. & Aline Frank
Kim R. Froelich
Nancy & Sid Ganis
Kellie B. Gowdy
Donald T. & Betty Graff
Mr. Jeff Graham
Nancy & Thomas E. Green
Terri D. Greene
Jack T. Gregory
Changiz Alex Habibvand
Robert Hagadorn II
Laleatrice V. Hall
Benjamin C. Hammett
Jim Harre & Kristine Harriger
Calvin E. Harris, Sr.
Eugene Hawkins & Eric Laug
Kristina Allen Hayden
Wayne & Elinor Hoffman
Stephen F. Hudak
Elaine Hughes & Marc Laster
Dr. Barbara Innes
Freda S. Johnson
Ronald E. Johnson
Compton R. Jones
Paul W. Jones
Warren J. Kaplan
Robert & Dorothy Keller
Timothy M. Kelly
Roger W. Kirk
James Knight, Sr.
Barbara L. Kohn
Ralph E. Koldinger
James B. & Rae Ann Lam
Mary Ann Lang
Carol Lang & Sherri Peterson
Lew Ann Lawhorn
Dr. Chang Lee
Nina S. Leggett
Ronald E. Leone
Mrs. Marjorie Lewis
Larry & Vicki London
Mrs. Doris Lust
Hugh & Marguerite MacDonald
Gregory Mackenzie & Anna Mckenzie
Dr. Tyler Mahy
James & Mary Martin
Jose E. Martin
Mrs. G McMillan
Dr. Hemendra Mehta
David C. Mores
Carlos & Deborah Morrison
Paul Moyer, Jr.
Nilva & Michael A. Mroz
Edwin & Wilhelmina Mumau
Joan K. Olinghouse
Rae & Joseph Ott
Nell Painter & Glenn Shafer
Frank Petrus & Mary Lee-Szymanski
Leslie & Yvonne Pollack
Marilyn A. Quadros
Cotton Rawls, Jr.
Ross Reeves, III
Kathleen P. Rosowski
Donald E. Ryan
Joseph A. Salgado
Dr. John Sanders
John & Anita Schultz
Maxine Roth Schweitzer
Louise Sealey James
Martin E. Segal
Dipak & Neela Shah
John F. Sheela
Daniel & Huisuk Shires
Ms. Deloris Smith
Ms. Jane Soong
Robert L. Souders
Claudette Spalding & Ray Pinto
Dr. Kristine Steensma
Florence E. Straith
Jay R. Sussman
Marshall K. Sutton
Greg Swalwell & Terrence Connor
Mr. Frederick Swann
Kevin M. Tracy
Charles Jeffrey Trick
Joel Umlas, M.D.
Wanda Van Hoose
Leslie D. Vollbracht
Xiaoming Wang & Xiaorong Lu
William Warr, Jr.
David A. Watta
William Wertz & Margaret Iacgo-Wertz
Debra B. Whitman
Linda & Mark Wilford
Fred & Kathy Zanoff
The AARP Foundation Legacy Society provides recognition to individuals who include AARP Foundation in their wills or living trusts; name the Foundation as a beneficiary of a retirement plan, commercial annuity, or life insurance plan; or make an irrevocable life income gift, such as a charitable gift annuity or charitable remainder trust.
These exceptional gifts perpetuate the legacy of caring established by AARP’s founder, Dr. Ethel Percy Andrus, and allow us to serve as a force for change on the most serious issues faced by vulnerable seniors living in poverty.
The names listed below are those AARP Foundation Legacy Society members who have confirmed both their gift commitments and their willingness to have their names published. On behalf of AARP Foundation, thank you to those listed below.
*Denotes Deceased Donor
Ms. Alice E. Smith-Abaté
*The Henry Acad Trust
David T. Albee
*The Estate of Lynda M. Albert
Dale A. Arceneaux
*The Estate of Donald August
Edgar E. Beck III
*The Joanne Bennett Trust
Mr. and Mrs. Steven Borbely
*The Janet Elaine Bowerman Trust
Carmen C. Briggs
*The Estate of Larry Claude Burgoon
*Leopoldo & Mary E. Buttinelli
Jane D. Caminis
*The Estate of Charles E. Chambers
*The Estate of Judy Theresa Charles
Lorinda Cheng Arashiro
Clara M. Chiu
Col. James M. Compton
Richard T. Corvetti
*John R. Crane
*The Estate of Carmen L. Cruz
Christine M. Cruz
Mrs. Brigitte Curtis
*The Mary K. Cusack Trust
*Aila G. Dawe
Eugene V. Doty
D. Robert Drucker
*The Theophil Walter Dusek Trust
*Evelyn & *George F. Eckhardt, Jr.
*The Dixie Blackstone Eger Charitable Remainder Annuity Trust
*The Estate of Connie A. Esposito
*John C. & *Genevieve Fairval
*Wilma S. Firsich
*The Fong Family Revocable Trust
Stephen T. Franco
*The Estate of Fred C.N. Fredericks
Mario G. Garcia
*Sid & *Betty Garvais
*The Barbara Joan Geist Trust
*Mr. & Mrs. Stuart B. Gerber
*Alice S. Gillisse
Jo. M. Gledhill & *Richard L. Bowman
*The Estate of Hope H. Glidden
Myona L. Glover
P.K. Govind & Sally L. Luckenbach
Sharman L. Greber
Betty Lou Gross
Franklin & Jenny Guererro
Robert & * Lawanda Hanson
*Ethel G. Harris
*Hazel E. Hart
Carol A. Henry
Harriet M. Herb
*Alicia O. Hernandez
*The Carolyn A. High Trust
Linda Jo C. Hoholik
Ida M. Holtsinger
Dulcy & Richard Hooper
Kenneth and Sharon Ishida
*The Alan C. Johnson Charitable Trust
*The Estate of Adeline Kyoko Kano
Tong Yong (Andrew) Keum
*The Estate of Kenneth H. Kintopf
*The Estate of Kenneth L. Ladd
*The Estate of Erling Lagerholm
James B. Lam
*The Estate of William Leidy
*The Dorothy E. Leithead Charitable Trust
Emily Ellen Markgraf
Ellen M. Lockhoff
Thomas W. Lockhoff
*The Estate of Conrad L. Lohoefer
Hugh & Marguerite MacDonald
Manuel J. Sr. & Gloria E. Mathew
*Sara C. McGahan
*Jennie R. Medlin
Allen & *Linda Minsky
David and Sherry Mitchell
James E. Moore
*The Estate of May Moore
Boyd J. Mudra
*The Estate of Barbara Mulholland
William M. Myers, Jr.
Mr. Richard V. Olson & Mr. Larry J. Kramer
Anthony & Shirley Onesto
*The Estate of William Keith Parlour
Margot Joy Patrick
*The Rose Penn Trust
Ms. Carmen E. Perry
Leon N. Phelps, Sr.
Jeanne Phillips & Bill Pendergraft
In Memory of Karl Herrick Elwyn Pinks
*The Estate of Sandra Premrou
*The Estate of Saundra Price
*The Estate of Larry G. Rand
*Ed & *Jeanette Ray
*The Estate of Ronald Richardson
*Frank & *Maria Robinson
*Mrs. Helen P. Rogers
*The Estate of Andrew Romay
*The Julia M. Ross Trust
*The Estate of Michael Schinagel
Joseph R. Selby
John A. Sena
*The Estate of Georgia B. Senior
Heather & Tim Sherman
*The Estate of Joseph W. Showalter
*The Estate of Ruth Belton Sloan
*The Estate of William O. Smedley
In memory of Mrs. Beatrice M. Stevens & Sadie R. Stevens
Peggy P. Stevenson
*June R. Strachan
*The Gerald Edward & Guyola Marie Stutzman Trust
Thomas H. Stutzman
Anthony Testagrose & Margaret Dau
In Memory of Mr. & Mrs. Charlie Thomas, Jr.
Patricia L. Tolbert
*The Estate of Amy Emiko Uyemura
*The William H. Van Dusen, Jr. Trust
Sharon R. Villano
*The Louis A. Wagner Trust
*The Joy Washington Probating Trust
Virginia E. Washington
Beth & David Whitehead
Huora L. Williams
This summary of financial information has been extracted from the AARP Foundation audited financial statements for the years ending December 31, 2020 and December 31, 2019, and on which an independent public accounting firm expressed an unmodified opinion.
STATEMENTS OF FINANCIAL POSITION
As of December 31, 2020 and December 31, 2019 (in thousands)
|Cash and cash equivalents||6,595||23,090|
|Contributions receivable, net||4,653||2,100|
|Prepaid expenses and other assets||1,674||1,120|
|Charitable gift annuity investments||6,072||5,210|
|Program-related investments, net||5,925||6,166|
|Property and equipment, net||13,554||14,997|
|Accounts payable and accrued expenses||22,247||29,061|
|Due to affiliates||3,919||7,200|
|Charitable gift annuities payable||3,264||3,050|
Net assets without donor restrictions:
|Board-designated operating reserves||60,500||58,752|
|Total net assets without donor restrictions:||130,846||112,088|
|Net assets with donor restrictions||451,046||422,081|
|Total Net Assets||581,892||534,169|
|Total Liabilities and Net Assets||636,562||598,651|
STATEMENTS OF ACTIVITIES
For the years ending December 31, 2020 and December 31, 2019 (in thousands)
|Investment income designated for operations||18,056||5,191|
|Total Operating Revenue||223,513||325,561|
|Impact areas and other programs||35,806||45,557|
|Total Program Services||160,690||192,337|
|Management and general||21,869||21,116|
|Total Supporting Services||48,076||48,054|
|Changes in Net Assets from Operations||14,747||85,170|
|OTHER CHANGES IN NET ASSETS|
|Investments (loss) return in excess of amounts designated for operations||33,125||62,610|
|Changes in value of charitable gift annuities||(149)||(190)|
|Change in Net Assets||47,723||147,590|
|Net Assets, Beginning of Year||534,169||386,579|
|Net Assets, End of Year||581,892||534,169|
AARP Foundation receives funding from multiple sources, including grants and AARP. Eighty cents of every dollar the Foundation spends goes to our important programs and services to improve the quality of life for vulnerable older adults in communities across the country.
Investment Income and Other
Management and General
Libby Sartain, Chair
Hon. Patricia Banks
Margot James Copeland
Ann G. Daw
Gregory J. Dyson
Diane D. Miller, Vice Chair
Lisa Marsh Ryerson, President
Patricia D. Shannon, Chief Financial Officer and SVP, Strategy, Innovation, Evaluation, Finance, Grants, Operations, Technology and Research
Emily Allen, Senior Vice President, Foundation Programs
William Alvarado Rivera, Senior Vice President, Foundation Litigation
David Whitehead, Senior Vice President & Chief Development Officer