ANNUAL
REPORT
AARP Foundation creates and advances effective solutions to reduce poverty for & with older adults.
from 2022
generous donors
dedicated volunteers
community partners
better readers
benefits and tax refunds
from 2022
Stronger
with Volunteers
At AARP Foundation, volunteers are a driving force of our success. In 2023, more than 27,000 older adults came together to operate the nation’s largest free tax preparation service and provide reading support for children in low-income communities. Their commitment, skills and motivation helped us dramatically expand our reach and impact.
That’s why we decided to double down on this superpower by bringing our two flagship volunteer programs together into one team. By collaborating more closely, our programs can learn from each other, including new ways to recruit volunteers, provide them with the best experiences, and bring them back year after year.
We are already one of the largest older adult volunteer organizations in the country. As we continue to grow, we can share successful strategies with other volunteer-powered organizations, helping them grow, too.
Foundation Tax-Aide
Tax-Aide is the nation’s leading free tax preparation service, operating in every state. Each year in February, volunteers set up folding tables in library basements and civic centers in more than 3,500 communities. And during the 10-week peak tax season, our IRS-certified tax preparers meet with taxpayers from morning till night, helping them to navigate the tax code and maximize their returns.
Tax refunds are an important source of financial support for tax filers struggling with low income, sometimes representing one of the largest payments they receive all year. This additional income can be used to build savings, pay down debt, make home or car repairs or large household purchases.1
tax refund of $905,
we helped taxpayers secure critical funds to help meet their daily expenses. The average refund of $905 is more than enough to cover the average cost of a year of cell phone service for an older adult with low income.2
you get so much more out.”
When Chuck sold his construction company in 2012, he started volunteering for Tax-Aide. He enjoyed helping people so much, he kept coming back and taking on more responsibilities until he eventually became chair of the national committee that oversees training for more than 27,000 volunteers. He has made countless meaningful connections and built enduring friendships through his time volunteering.
“For whatever you put in, you get so much more out.”
Nearly 30 years ago, Experience Corps3 was cofounded by a geriatrician after she started writing prescriptions for her older patients to go volunteer. To Dr. Linda Fried, the health benefits of sustained connection and purpose gained through a meaningful volunteer commitment were clear.
In 2023, we partnered with 155 schools and afterschool programs in 18 cities and regions. The Mesa, Arizona, school system came on as a new partner, inspired by our success in neighboring Tempe.
Today this national intergenerational literacy program, administered by AARP Foundation, brings meaning and connection to older adult volunteers while fulfilling a vital mission for children and schools in underserved communities.
The ability to read at grade level by the end of third grade is an important predictor of future success in education, career and life. Experience Corps volunteers work with elementary students to strengthen their literacy skills so they can meet this critical milestone.
In 2023, AARP Foundation had the honor of bringing Calvin Leonard to Washington, D.C., to receive the President’s Volunteer Service Lifetime Achievement Award for contributing more than 4,400 hours of service over 20 years. Calvin joined Experience Corps after he retired from a career in manufacturing and has since helped an entire generation of children become stronger readers. His dedication has helped them build the solid foundation they need to succeed later in school and in life.
“You’ll be working with a child, and all of a sudden, you can see in their face that they got it. It just makes you feel good.”
Preparing the
Future Workforce
Older adults are the workforce of the future — and at AARP Foundation, we prepare them to overcome age discrimination and compete for good jobs in rapidly changing workplaces.
In 2023, we served 45,463 older adults with low income through AARP Foundation Senior Community Service Employment Program (SCSEP), BACK TO WORK 50+ and other programs.
Participants found jobs faster and at higher wages, taking advantage of the tight labor market. In addition, we dramatically expanded digital skills training for older adults with low income to help them navigate essential workplace technologies.
WORK 50+
BACK TO WORK 50+ provides older adults with free resources and career coaching so they can compete for high-quality jobs.
Only about half of people are steadily employed through their 50s. Many leave the workforce due to layoffs, personal health issues or caregiving responsibilities.4
BACK TO WORK 50+ offers a step-by-step process for securing a new job. Jobseekers nationwide have access to free virtual coaching, and in-person coaching is offered through partnerships with 12 community colleges and nonprofits in eight states.
12,662 older adults with low income accessed our resources or attended a workshop in 2023 to learn proven strategies for finding employment. Nearly 1,700 of those jobseekers went on to receive career coaching virtually or in person, an increase of 37% from 2022.
Following the program, those who secured jobs reported average wages of $23 an hour, up nearly 10% from 2022.
SCSEP can really make a
difference in your life. ”
An injured knee abruptly ended Joyce Lindberg’s three-decade career in the restaurant business. Then chronic pain led to long-term unemployment. As her health eventually improved, she wanted to go back to work and applied to SCSEP to help her rebuild her résumé. Her internship led to a full-time job working at a government agency in aging services. She advises older adults about healthcare insurance and helps them with other challenges. “My job now is to help people,” she says. That includes referring others to the program that helped her get back to work. “SCSEP can really make a difference in your life.”
“My job now is to help people. SCSEP can really make a difference in your life. ”
Foundation
SCSEP
The Senior Community Service Employment Program (SCSEP)5 matches unemployed older adults with training opportunities at local nonprofits and public agencies. Through this model, jobseekers can build their résumés and self-confidence while earning income and serving their communities. AARP Foundation has administered this U.S. Department of Labor-funded program for more than 50 years, becoming a national leader in creating pathways for older adults to return to work.
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Deborah Lofton, a registered nurse, retired earlier than planned only to realize she could not keep up with her expenses. Her job search led her next to AARP Foundation’s Work for Yourself@50+, where she learned valuable skills for starting her own business, including how to market herself to potential clients and use social media to advertise. Since then, she started a consulting business, helping patients stay on track with their health goals, as well as a nonprofit organization that provides incontinence supplies to people with low income. Working part-time, she brings in steady income and enjoys the challenges of running her own business.
“I’ve always had an entrepreneur’s spirit. Retiring wasn’t the end. It was a new beginning for me.”
Not everyone wants a 9 to 5. The flexibility and independence of working for yourself appeals to many older adults, whether that means becoming an entrepreneur or testing out a side hustle in the gig economy. AARP Foundation offers online workshops and a free toolkit to help people who want to increase their financial stability by starting a business or becoming an independent contractor.
In 2023, we significantly increased the number of older adults who accessed our free resources or workshops.
than 2022
2X our goal
Deidre signed up for the Digital Skills Ready@50+ initiative after a long year of unsuccessful job searching. “It’s hard to stay motivated after you get 20 or 30 rejections,” she says. Brushing up on her technology skills made a difference, though. Deidre was offered a full-time position as an office administrator for a health care association after she finished her training — with a salary that was thousands more than she had earned in her last job. With her new job and better pay, Deidre, who’d been living with friends and family, was recently able to move into her own place and, she says, “exhale for the first time in years.”
“It’s hard to stay motivated after you get 20 or 30 rejections.”
Digital Skills Ready
@50+™ Initiative
Digital skills are essential in today’s workplaces. But nearly one in three workers lack the basic competencies they need. That’s why AARP Foundation created free virtual and in-person training to cover the digital essentials people need to find a job or change careers. The initiative was funded by Google.org and administered in partnership with Older Adults Technology Services (OATS) from AARP.
We started the initiative in 2022 with an ambitious goal to reach more than 25,000 older adults. In 2023 we blew past that goal, serving 26,112 people in eight states. That total includes 14,243 older adults with low income, mostly women and people of color.
AARP Foundation collaborated with 125 local and regional partners, offering training in skills such
as video conferencing, office productivity software, and an introduction to information security.
According to the National Skills Coalition, workers who qualify for jobs that require even one digital skill can earn an average of 23% more than in a job requiring none. What’s more, moving from a job requiring no digital skills to a job requiring at least three can increase pay by an average of 45%.
Fostering
Financial Wellbeing
We funded community-based organizations to help older adults apply for public benefits, assisting 79,017 older adults with low income, a 24% increase from 2022. And we dramatically increased the level of service we provided by funding organizations to assist with multiple benefits applications, generating $206,553,374 in income from benefits, an increase of 66% from 2022.
Our goal is to support older adults with low income more holistically. In 2023, we expanded the scope of our benefits program in other ways to explore different opportunities to promote financial wellbeing. That meant investing in solutions to reduce expenses for older adults, including property tax relief and student loan assistance, as well as looking upstream to invest in research to reduce barriers that prevent older adults from accessing benefits in the first place.
income served in 2023
from benefits
benefits access
The systems older adults face when they apply for benefits are incredibly complicated. We are working to simplify them. Many older adults who are eligible for SNAP also qualify for other public benefits. All these supports together can provide greater financial stability and better outcomes for older adults with low income. So why not make it easier to apply in one place?
In 2023, in addition to funding 19 community-
based organizations to assist with applications
for SNAP, Medicare Savings Programs or Medicaid, we expanded our investment in four of those organizations that were capable of managing multiple applications. That way each person walking through the door could connect to multiple sources of support.
in health care benefits by helping them enroll in Medicaid, Medicare Savings Programs, and the Part D Low-Income Subsidy program.
After a series of heart attacks, Tom McSpedden was overwhelmed by medical debt and no longer able to work as a truck driver. He relied on public benefits, including CalFresh, California’s Supplemental Nutrition Assistance Program (SNAP), to help him get by. He often has struggled to afford enough food, particularly the nutritious, unprocessed foods he needs to manage his diabetes. In 2023, Erika Murdoch, a specialist at Sacramento Food Bank & Family Services, an AARP Foundation grantee, helped him report additional qualifying expenses on his application that added $70 to his monthly benefit.
“If you can find the right person to help you, someone who knows the system, you might be able to get more. Erika found a way to help me survive.”
to financial security
And we drew upon behavior change research to develop marketing messages that would motivate people to apply.
The ads we developed proved successful in
reducing stigma and increased the likelihood that older adults would apply.
Many older adults experiencing financial hardship don’t apply for benefits. Nearly 11.8 million adults over 50 were food insecure in 2022, yet only 37% of those eligible for SNAP applied.
AARP Foundation conducted research to understand stigma and other barriers to enrolling in SNAP.
Nine million people over 50 are burdened by federal student loans. After a three-year pause, payments resumed in 2023. AARP Foundation raised awareness about opportunities to lower payments for people with low income and supported older borrowers through the enrollment process.
Rising property taxes strain budgets for many older homeowners. Residential property tax refund and credit programs are available in nearly every state and the District of Columbia. We helped eligible older adults apply for property tax relief in select states. And we began building a digital resource center to provide information about all the different state and local programs in one place to make it easier for older adults to find and apply for a program in their area. This online resource will help even more people going forward.
Confronting
Systemic Injustice
In 2023, we challenged wage theft on behalf of a class of home health aides in Maryland, shining a light on the widespread underpayment of workers comprising one of the nation’s fastest growing occupations. And we settled a precedent-setting case in California against a nursing facility for illegally “dumping” residents returning from the hospital.
We also took on critical emerging legal questions by joining a class action case against Meta that shows how its use of artificial intelligence is perpetuating age discrimination in hiring. And we fought to protect a key legislative victory that gives Medicare the right to negotiate the price of pharmaceutical drugs, lowering prices for the older adults who need them.
In 2023, AARP Foundation joined a pending class action lawsuit against Meta, charging that the technology the company uses to decide where job advertisements appear on Facebook discriminates against women and older job seekers.
REAL Women in Trucking, a group representing female truck drivers, filed the charge with the U.S. Equal Employment Opportunity Commission (EEOC) in December 2022, claiming that the technology steered certain job ads away from women and older people. By intentionally excluding older workers from seeing job advertisements based on “ageist assumptions,” Meta’s algorithm is “further fortifying the already significant barriers” older adults face in the job market, AARP Foundation lawyers wrote in our filing with the EEOC.
The Superior Court of the State of California issued a final order affirming that it is illegal for a skilled nursing facility to refuse admission to a resident returning from the hospital. The ruling settled a case brought in 2017 by Gloria Single against Retirement Housing Foundation and its nursing facility Cathedral Pioneer Church Homes II (Pioneer House), after it refused to readmit her following a temporary hospitalization.
As a result, Gloria lived in a hospital for months while her son searched for a new nursing facility. During that time, she was separated from her husband of 30 years, who had remained at Pioneer House. She lost much of her cognitive and physical abilities. Her husband died before she was able to see him again, and she passed away less than a year later. This ruling established a strong precedent to protect nursing homes residents from being unlawfully evicted.
AARP Foundation filed a class action lawsuit against a Maryland home health agency for underpaying its workers. The suit was filed on behalf of 50-year-old Baltimore resident Margaret Bobb and other home health aides working for FinePoints Private Duty Healthcare LLC.
Margaret and other home health aides routinely worked substantially more than 40 hours a week without being paid benefits or overtime in their role helping older adults and people with disabilities bathe, dress, prepare meals and clean for them. The agency also failed to pay them for long hours traveling between clients’ homes.
“Refusing home care workers — many of whom are older and living on low incomes — the earnings they’ve worked hard for is an outright violation of the law,” William Alvarado Rivera, senior vice president for litigation at AARP Foundation, said in a statement. “By ensuring they receive the livable wages they deserve, we can help address the country’s shortage of direct care workers and improve the quality of care provided to those in need, often older adults with disabilities.”modo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
As a home health aide, Margaret Bobb is committed to making it possible for her older clients to live safely at home. “It makes me feel good to take care of people who cannot take care of themselves,” she said. In her job with a Maryland home health agency, she often traveled long distances between clients’ homes and worked long hours — even assisting clients on Christmas morning — but was never paid for travel or overtime. After her hourly pay was cut without notification, she got in touch with a law firm and then AARP Foundation attorneys. Now she is the lead plaintiff in a class action lawsuit suing her former employer for wage theft. She is speaking out to improve working conditions for her profession — and for those who rely on it.
“We can’t provide the kind of care people need if we’re not paid what the law says we’re owed.”
When Peggy Wild retired in 2017, she signed up to be a Tax-Aide volunteer in her Indianapolis neighborhood. The experience gave her a new perspective on how many older adults in her community are struggling. Peggy had donated to the Foundation in small amounts since becoming a member of AARP. As she learned more about the Foundation’s work to fight food insecurity, she was inspired to donate more. As Peggy said, what started as a volunteer opportunity has led to a growing awareness about senior poverty and how she can make a difference by contributing to AARP Foundation.
“Every day, I see the importance of the work we do and the work that still needs to be done.”
Thank you for believing in AARP Foundation’s mission and our work to end senior poverty. Your generous support is helping to ensure that vulnerable older adults can secure the essentials.
Arizona Department of Economic Security
Barclays Bank Delaware
Commonwealth Fund
Easterseals
Florida Department of Elder Affairs
General Motors
Google.org
The Hartford
Internal Revenue Service
Iowa Department of Administrative Services
John A. Hartford Foundation
Maine Health Access Foundation
Missouri State Government
The Mousetrap Foundation
National Caucus and Center on Black Aging, Inc.
North Carolina Division of Aging and Adult Services
Oklahoma State Government
Pennsylvania Department of Aging
Ralph C. Wilson, Jr. Foundation
Robert Wood Johnson Foundation
Rust Consulting, Inc.
SCAN Foundation
State of Washington
Texas Workforce Commission
Tides Foundation
UnitedHealthcare, Inc.
United States Department of Justice
United States Department of Labor
The AARP Foundation Opportunity Builders are generous and committed leaders who sustain our vision and our mission. These donors power the work we do with their annual gifts of $1,000 or more. Their philanthropic gifts allow us to serve as a force for change on the most serious issues faced by vulnerable seniors living in poverty. We thank the following individuals for their generosity and support of AARP Foundation.
Edward Kent
Donald G. Smith, Jr.
Debra Whitman, PhD
Jeanne Hoch
Estella O’Connor
Libby Sartain
Anonymous
Alphonso Varnertman, PhD
Elaine Boltz
Stuart Christenfeld
Steve Denari
Cathy Disch
Ralph Haines
Bob & Sian Harris
Kevin Hui
Lloyd E. & Juanita Johnson
Diane D. Miller
Nancy Mitchell
Christine Splichal
Linden Welch
Patricia Wild
Anne Aoki
Peggy Beckman
Bob Blancato
Scott Boxer
Joan Budden
Elaine Burke
Anthony J. Burnell
Arthus Christian
Joseph & Emily Coughlin
Ann Daw
Gregory Dyson
Penney Farris
Burton Field
Bob Fox & Andrea Mintz
Mary Frahm
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Judyth Gaddie
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Franklin & Jenny Guerrero
Betty Hudson
John E. Jacob
Marjory Johnson
Shama Khan
Mr. & Mrs. Eugene Klaasmeyer
Robert Knauss
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Jane Lesser
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Joan Lum
Sally Maimoni
Janet Malcolm
Dr. & Mrs. Frank Metzger
Faye Miller
Shirley Myers
Donna Grace Nativio
Richard Newcomer
Vickie Perkins
Nikki Peters
Dan & Lisa Phelan
Julio Portalatin
Marie Quintero-Johnson
Kollivakkam Raghavan
Donna M. Rand
Nancy Reuscher
Dennis Rosenthal
Marilyn & Skip Rosskam
Allen Saeks
Ranjana Shah
Joyce Shonkwiler
Celia Siroskey
John Stanturf
Mr. & Mrs. Seymour Y. Sternberg
Ellen Taaffe
Katrina Veerhusen
Michael Vincent
Merry Vinette
Sharon Waterous
Dennis White
Beth & David Whitehead
Marcia Williams & Gene Lucero
Rosemary Williams
David Windley
Ted & Pam Woehrle
Susan Zimmerman
Mary Zinn
David T. Albee
Anderson
Jim Avedikian
Diana Bailey
Ancil Baird, Jr.
The Honorable Patricia Banks
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Edwin Blackman
Ron Boaz
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Fr. Terence Brinkman
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David Callard
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Robbie Carlton
Alouta Charles
Gerald Clark
Patricia Cook
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Arnold Crelier
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K. James Ehlen, M.D.
Eberhard Gerlach
Florence Godin
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Troy Hawkins
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Donald Greenberg
Kathryn Greenberg
Beverly Griesert
Archie Griffin
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Eva Grove
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Sue Gunnison
Prem Gupta
Jaime P. & Linda M. Gutierrez
Charles Gwinn
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Mary Hodge
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Steven Hoelke
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George Hollings, III
Donald Holmes
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Annette Kelly
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Robert Kilian
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Billy King
William W. King
John E. Kirkpatrick
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Sonja Koenig
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Lisa Koslow
Shoba Krishnamurthy
Jim Harre & Kristine Harriger
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Mark Labkon
Jonathan Laing
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Ms. Mary Ann Land
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John LaRochelle
Shirlee LaRosa
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J. Patrick Lavery
Ruby Law
Joann Lawlor
William Lawrence
Herbert Lawson, Jr.
Thomas Laycook
Gregory Leahy
Elizabeth Leake
Marie Ledgerwood
Pamela Leech
Jeffrey Leiby
Carey Leimbach
Elizabeth Leinau
Brenda Leitman
James Leo
Helena Lesher
Sam Leslie
Vincent Levell
Wilbur Lewellen
E. Donovan Lewis
Herbert Leyson
Nancy Liebschutz
Edward Light
Ann Lilly
Warren Lindholm
Dale Lindley
Fuyun Ling
Gordon Linn
Daniel Lips
Elaine Liston
Ralph Littreal
Chang-kai Liu
Donald Logan
Mary Logan
Robert Longway
Janet Looney
Humberto Lopez
Lori LoPinto
David Lotz
Stanley Lou
Bruce Loughran
Doris Love
Marie Love
Darryl Lovett
Rosemary Lowenberg
Peter Lowy
Margaret Lumia
Martha Lundeen
Julia Lundstrom
Doris Lust
Coral Mack
Gregory Mackenzie & Anna Mckenzie
Kenneth Madden
Mary Madill
Dr. Tyler Mahy
David Maltby
Lawrence Marcotte
Judy Charlie Markline
John Marshall
Linda Marshall
Glenda Martin
Marion Martin
Terrylynne Marx
Mei-Ling Mason
Janet Matson
JoAnn Matthews
John Matthews
Sheryl Matton
Gordon McAfee
Holt Mcchord
John McClelland
Robert McClelland
Thomas McCool
Carol Mccullagh
Linda McGrath
Darlene McGurn-Delmore
Dilcia McLenan-Brent
Ernest McNabb
Winston McPhie
Stephanie Meade
Gerald S. Medley
Robert Meissner
David Mele
Roberta Merlitti
Marjorie Meyer
Louis Michel
Gerald Mikula
John C. Miller
Judith Miller
Leilani Miller
Norman Miller
Bennie Mitchell
Douglas Mitchell
Sammie Mitchell
Don Mittelstaedt
Rebecca Mlinar
Michaela Mohr
Patricia Mondello
Dennis Monroe
Martha Moore
Nathaniel Moore
Frederick Morris
David Mossman
Charles Mowl
Jim Mozur
Donald Mrozek
James Mullane
Bette J Munderloh
Denise Munoz
Mary Murphy
Alan Murray
Mark Murray
Shirley Musselman
Tamir Mutakabbir
Sarah Mutzig
Anna Myers
Maizy Myers
Neil Myntti
Janice Nance
Vaduvur Narayanan
Mark Neas
Ivy Nehamkin
Jean Neidig
David Nelson
James Nelson
Mark Nelson
Norman & Georgine Neureiter
Jean Newton
Robert Nocek
Jennifer Noonan
Elfrida Nord
Karen Normington
Daniel Norton
Patricia Nossov
Edward Obey
August Ochabauer
Paul O’Connor
Robert & Kathryn O’Dell
Susan Oka
Thomas Oliver
Dennis Olmstead
Virginia Olson
Wanda Olsrud
Tim Omstead
Elba Orengo-Ramirez
Joan Organ
Dolores Osborne
John OSteen
Eliot Ostrow
Jerry Otworth
Chantal Overbeek
Donna Owen
Castina Owens
Kendric Packer
Nell Painter & Glenn Shafer
William Palamountain
Jessica Palmer
Mary Palmgren
Henry Pang
Ruth Pannell
Michael Pargee
Michelle Parrish
C. Grey Pash
Arvind Patel
Diane Paul
David Peña
Yvette Peña
Ricky Perkins
Rod Peterson
Allen Phillips
Mr. Lawrence Pilon
Vincent Pitta
Carol Plowman
Joseph Pokorny
John Polk
Yvonne Pollack
Alice Pool
Lester Poretsky
Carol Porter
John Poteet
Diane Pratt
Patricia Pratt
Laurel Prenzel
Lori Prince & Robert Hum
George Pritchard
W. H. Probert
Jeff M. Proctor
Kathleen Punsalan
Seth Quaye
Mary Ann Quinson
John C. Quist
Theresa M. Rabel
John Raha
David Rahm
Tarikere Rajashekhar
Francisco Ramirez
William Rand
Antoinette Randolph
Sara Rawson
Hal Ray
Virgil Reed
Patricia Reino
Dee Reynolds
Leroy Reynolds
William Rice
Susanne Richards
Steven Riesterer
Steve Risner
Charles Rizzo
John Roberts
Leonard Roberts
Meg Roberts
Roy Roberts
Tarline Roberts
Lawrence Robertson
David Robinson
John Rodger
Janice Rose
John Rose
Sharon Rose
James Rosel
Loraine Rosenbalm
Kathleen P Rosowski
Skip Rossakam
Paul Rothman
Roland Roy
Melinda Ruano
Joyce Rubenstein
Ann Ruchhoft
Horst Rudrich
Martin Ruple
Bobbie Russell
Deborah Ryan
Bettie Sackett
Ahmed Saleh
Joseph A. Salgado
Angel Samuel
Sharon Sanchez
Joanne Sanders
Robert B. Sanders
Marie Santos
Priscilla Saunders
Lynda Scarborough
Linda Schamber
Kathrin Scheel-Ungerleider
Robert Scher
Mark Schillow
Margueritte Schlenitz
Amy Schmidt
Kenneth Schob
Ismar Schorsch
Robert Schrader
Levi Schrock
Margot K. Schulz
Maxine Roth Schweitzer
Carl Seastrum
Jeffrey & Jackie Seeman
Gary Seput
Bito & Chelsea
Ron Settle
Ellen Shaffer
Larry Shaffer
Dinesh Shah
Rajan & Marjie Shahani
Roberta Shane
John Shapira
Douglas Sharp
David Sharpe
David Shaw
Kate Sheeline
Penelope Shepherd
John Shields
John Shinnick
Daniel Shires
Mark Shockley
Ronald Shore
Shirley Shriver
Lea Simonds
Henry Singer
Param Singh
Sher Singh
George Skillman
Shirley Skinner
Charles Small
Cheryl Smelt
David Smith
Garrett Smith
Judith Smith
Marcus Smith
Richard Smith
Stan Smith
Thomas Smith
Lynn D. Snyder
Jennifer Sorg
Cecilia Soto
Susanne Sottile
Claudette Spalding
Jon Spalsbury
Cathy Spears
Linda Spears
Diann Spielman
Alagiry Srinivasan
Felice Stack
D. Stanley
Charmelle Staples
John Steele
Veronica Stein
Steven Steinke
Joan Stembridge
Jere Stephano
Robert Stephenson
Donald Strasser
Stephanie Strickland
Joanna Strigli
Cornelius Stripling
Teresa Struck
Anthony Strupczewski
John Struthers
Darwin Stuart
Frances Stuart
Lawrence Stueck
Charles Suggs
Yuriko Sugimura
Vivian Sukenik
Patricia M. Sullivan
Mary Suppiger
S. Daniel Surkin
John Sutherland
Carolyn Sutterfield
Ted Suyeyasu
Patricia Swan
Marilea Swenson
Tammy L. Swick
John Swinney
Robert Tafrate
Barbara Talbot
Ee-Mooi Tan
John Tangney
David Tapper
Robert Taylor
Ralph Teti
Gary Teune
Greg Thelen
Susan Tholstrup
David Thomas
Hilaire Thomas
Isabelle Thompson
Cynthia Thomsen
Gretchen Tinkle
Emily Tobisch
Jean Tolle
Margaret Toro
Elisa Torres
George Townsend
Michael Trahan
Sydney Traum
Irene Trowell-Harris
Wilson Truman
Ethel Tsausis
Denis T. Tucker
Cornelious Turner
Robert Turner
Erica Ueland
Thomas A. Van
Kathleen Vandemark
Rose Van Hook
Joan Vandeworkeen
Cornelis Vandriel
Ted vanGriethuysen
Mark Vann
Michael Van-Wiltenburg
Jose Velez
Anthony Venticinque
Louis Ventre
Patricia Ventry
Peter Venuto
Talmadge Vessels
Richard Voigtman
Laurette Voiles
Claudia Vollmer
Hien Vu
Cynthia Wainwright
Felix Walker
Kathy Waller
Amy Wang
Joel Wantman
Virginia Ward
Mary Waters
Constance Watson
David Anthony Watta
Francine Lavin Weaver
Mrs. Erna Weber-Daniel
Earl Welch
Ronald Welch
Nancy Wesson-Dodd
Starr Wheeler
Larry White
Victoria Wiebel
Linda & Mark Wilford
David Wilkinson
Clair D. Williams
Keith Williams
Mason Williams
Patricia Williams
William Williams
Robert Wilson
Peggy Wiltse
Jessica Winograd
Roma Wittcoff
Robert Wollmann
Tasianna Woods
Boe & Carol Workman
Kenneth Worley
Diana Wortham
Harrison Wright
Mary Wright
Chien Wu
Thomas Yager
Daniel Yahn
Bonnie Yang
George Yankura
Hansen Yao
Sandra Zdancewicz
Susan Zeller
Joanne Zerby
Joseph Zobkiw
The AARP Foundation Legacy Society recognizes 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 the people we serve, AARP Foundation offers them our heartfelt thanks.
Janet Abbott
Jorge Acosta
David T. Albee
Darlene A. Anderson, PhD.
Anne Andrews
Thomas Andrews
Dale A. Arceneaux
Irene Arrington
Werner Arrivillaga
William Ashbee
Gerald Bailey
Alfred Bald
B Banana
Janice Bartolotta
Victor Bauer
Edgar E. Beck III
Rosie M. Bethke
Victoria Biasotti
Carol Bogardus
Patricia Bohmer
Mr. & Mrs. Charles C. Brehm
David M. Breon
Carmen C. Briggs
George F. Brown
Roger Brown
Norman Bryan
Shelley Buckingham
Marian Bukrinsky
Kay Burch
Ms. Connie Burgan
*Leopoldo & Mary E. Buttinelli
Carla Byers
Karl Caine
Jane D. Caminis
Marian Campi
Peter Campi
James Caulfield
Lynn Caulfield
Magaly Cela
Lorinda Cheng Arashiro
Clara M. Chiu
Alan Moyer and Terrell Clark
John Clark
Richard Clark
Elayne & Alan Cohen
Dr. Charles & Frances Conaway
Richard T. Corvetti
Grace Crabtree
Tom and Carol Crouse
Christine M. Cruz
Mrs. Brigitte Curtis
Mr. Gregory Davis
Walter Decaen
Joseph DeLeon, Sr.
Valerie DeVoe
*James R. and Alice Di Meolo
Ms. Myrna J. Dorsey
Loni Doucette
Doris Douglas
D. Robert Drucker
Bruce Duffy
Juanita Duggleby
Joan Duvall
Roberta B. Eddins
John Edge
David Erickson
Scott Ewers
Fred J. Fahlen
Irene Fallon
Larry Feldcamp
Rev. Nick Ferrantino
John Fisher
Stephen T. Franco
Bob & Ronda Fraser
Cindy Friedl
Marie S. Fuselier
Robert J. Fuselier
Mario G. Garcia
K. Gardner
Betty Gerendasy
Richard Giacobbe
Jo. M. Gledhill
& *Richard L. Bowman
Myona L. Glover
Lorraine Gnecco
Mr. Neill E. Goff
& Sally L. Luckenbach
Raymond Graham
Thelma Graybeal
Sharman L. Greber
Dane Gregor
Betty Lou Gross
Mr. Charles E. Haas
Susana Hall
Elisabeth Hanley
David Hardy
Donald Hardy
Kristine Harris & David Rosner
Carol A. Henry
Harriet M. Herb
Julia Hindle
Bruce Hochberger
Sharon Hodgson
Mata Hoenig
Mr. Donald Hoenig
Linda Jo C. Hoholik
Ida M. Holtsinger
Dulcy and Richard Hooper
Elvin Houk
Tariq Husain
Ronald Hutcheson
Sunya Hutchison
Becky Hyke
Kenneth & Sharon Ishida
Virginia E. Washington
Lucie Johns
Betty Jane Wilson Johnson
Julie Johnson
Kathy Johnson
Larry Johnson
Geraldine Jones
Michael Jones
Sophia Kellis
Charles Kennedy
Tong Yong (Andrew) Keum
Byung Ok Kim
Mary Ann Knoop
Diane Knudsen
Barry Koepke
Arthur Kolodkin
Beverly Krumel
Charles T. Krumel
Anne Kunter
James B. Lam
Peter Lambert
Robert LaPontny
Arcelina Lee-Vitug
Alphee Lefebvre
Judith Lefebvre
Judith Lender
Ellen M. Lockhoff
Thomas W. Lockhoff
L. Lorenzen
Marie Lovitt
Lyle Lueck
Rosalie Lueck
Hugh & Marguerite MacDonald
Alice Maeder
Frank Manole
Manuel J. Sr. & Gloria E. Mathew
Janet McDaniel
Sharon Mcgee
Michael McHugh
Lula Mclemore
Ellen McPherson
Irmgard Medved
Karen Meneely
John Miller
Allen & *Linda Minsky
James E. Moore
Sharon Moran
Alan Moyer & Terrell Clark
Boyd J. Mudra
Susan Murakami
William M. Myers, Jr.
Tom Neuberger
Janet Ocasio
Leonard E. O’Hara
Mr. Richard V. Olson & Mr. Larry J. Kramer
Mr. Harlan Oppenheim
Roy Paisley
Leslie A. Palm
Margot Joy Patrick
Luis Paz
Ms. Carmen E. Perry
Linda & Mike Peters
Michael Peters
Manitiane Peterson
Marlene Peterson
Gail Petrosa
Leon N. Phelps, Sr.
Jeanne Phillips & Bill Pendergraft
Jean Piccione
Joseph Pinski
Anthony Pope
Thomas Privett
Helena Qi
Dr. Krishnan Raman
Joan Reeves
Renee Reinhart
Dennis Reis
Patrick Riley
David Rosner
William Rowe
Mary Ann Rumplasch
Noel John Russell
Abdus Saleem
Ralph Salvino
Susan Sammon
Eric Schmitz
Gail Schoppert
Thomas Schuller
Joseph R. Selby
John A. Sena
Barbara J. Service
Sandy Service
Emeline Shephard
Sher Singh
Gary Smerek
Herbert Smith
Mr. Frank Sonleitner
Susanne Sottile
Mr. Kerry-Lee Spence
Mary Stahl
Theodore Stamuli
In memory of Mrs. Beatrice M. Stevens
& Sadie R. Stevens
Louis & Marion Storm
William Strange
Mrs. Erika L. Strunk
Thomas H. Stutzman
Augustus Swain
Tammy Swick
Richard L. Taylor
James Temple
Anthony Testagrose & Margaret Dau
Fennoyee Thomas
In Memory of Mr. & Mrs. Charlie Thomas, Jr.
Celia Tingley
Sandra Lyn Todd
Patricia L. Tolbert
Thomas Tomkiewicz
Susan Valletta
Sharon R. Villano
Herbert Wakahiro
Philipp Wall
Herman L. Weiland
Drake Wells
Johnnie West Farrar
Beth & David Whitehead
Dorothy Williams
Huora L. Williams
Marcia Williams & Gene Lucero
Dennis Wilson
Robert Wilusz
Patricia Woodburn
Wanda Wright
Elizabeth Wylie
Peter Wylie
Joseph Yaconetti
Janice Zeichner
John Zerance
This summary of financial information has been extracted from the AARP Foundation audited financial statements for the years ending December 31, 2023, and December 31, 2022, and on which an independent public accounting firm expressed an unmodified opinion.
As of December 31, 2023, and December 31, 2022 (in thousands)
As of December 31, 2023, and December 31, 2022 (in thousands)
designated for operations
AARP Foundation receives funding from multiple sources, including public support, grants and AARP. Seventy-nine 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 your community and across the country.
Susan Werth, Vice Chair
Judge Patricia Banks
Robert “Bob” Blancato
Elaine Boltz
Claire Casey
Gregory J. Dyson
Noreen Gillen
Betty J. Hudson
Rosanna A. Márquez
Emily Allen, Senior Vice President of Programs
Brittany Feinson, Senior Vice President of Marketing & Communications
Shelley Goode, Senior Vice President & Chief Development Officer
William (Bill) Alvarado Rivera, Senior Vice President of Litigation
Patricia D. Shannon, Senior Vice President & Chief Financial Officer
Alexander van Kemenade, Senior Vice President of Impact Analytics
Citations
1 Mendenhall, R., Edin, K., Crowley, S., Sykes, J., Tach, L., Kriz, K., & Kling, J. R. (2012). The role of earned Income tax credit in the budgets of Low-Income households. Social Service Review, 86(3), 367–400. https://doi.org/10.1086/667972.
2 Bureau of Labor Statistics, & U.S. Census Bureau (2023). Consumer Expenditure Survey (CES) Public Use Microdata Sample (PUMS), 2022 [Data set]. Bureau of Labor Statistics. Retrieved September 26, 2023, from https://www.bls.gov/cex/pumd.htm.
3 Truesdale, B. C., Berkman, L. F., & Mitukiewicz, A. (2022). When I’m 54: Working Longer Starts Younger Than We Think. In Overtime: America’s Aging Workforce and the Future of Working Longer (pp. 27–48). Oxford University Press New York. https://doi.org/10.1093/oso/9780197512067.003.0002.
4 AARP Foundation Experience Corps is an AmeriCorps National, Volunteer Generation Fund and VISTA grantee and receives funds through their AmeriCorps National and Volunteer Generation Fund programs. Additional support is provided by the Department of Justice Office of Juvenile Justice and Delinquency Program.
5 AARP Foundation’s SCSEP program (CFDA 17.235) is funded with $46,889,529 million in grants with U.S. Department of Labor funds. This funding provides 90% of the support for SCSEP, with AARP Foundation matching 10%.