2023
ANNUAL
REPORT
OUR MISSION

AARP Foundation creates and advances effective solutions to reduce poverty for & with older adults.

In 2023, we worked for & with:
1
,
043
,
254
older adults with low income
Up 10%
from 2022
2
,
151
,
600
caring and
generous donors
27
,
465
passionate and
dedicated volunteers
7
,
758
committed
community partners
3
,
256
children becoming
better readers
Together, our programs secured
$
913
,
288
,
052
in income, earnings,
benefits and tax refunds
Up 25%
from 2022
“For whatever you put in,
you get so much more out.”
Chuck Raeder
Volunteer

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.”

3
,
256
children served
1
,
302
volunteers
AARP Foundation Experience Corps

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.

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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.

“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.”
Calvin Leonard
Volunteer

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.”

“My job now is to help people.
SCSEP can really make a
difference in your life. ”
Joyce Lindberg
Participant

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. ”

AARP
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.

SCSEP IN 2023
SCSEP served
11
,
527
older adults with low income
Up 6% from 2022
SCSEP generated
$
96
,
268
,
570
in new income
Up 9% from 2022
In 2023, our program participants graduated three months faster, reducing the average program duration from 21 months to 18, and they secured jobs earning 25% more, with their hourly wage for post-SCSEP employment growing to an average of $13.40.
105
offices in
18
states and
Puerto Rico with
3
,
705
host agencies
“I’ve always had an entrepreneur’s spirit. Retiring wasn’t the end. It was a new beginning for me.”
Deborah Lofton
Participant

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.”

Work for Yourself@50+

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.  

Work For Yourself@50+ served
16
,
811
48% more
than 2022
older adults with low income
Participants reported
$
946
,
456
more than
2X our goal
in new revenue
“It’s hard to stay motivated after you get 20 or 30 rejections.”
Deidre Champion
Participant

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%.

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Among participants surveyed:
77%
said their digital
skills improved.
85%
said they planned to use
certain skills they had
learned
 in the next few days.
77%
stated they were very likely
to take another
digital skills class.
“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.” 
Tom McSpedden
Benefit Recipient

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.” 

Challenging barriers
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. 

Now we are sharing these messages and insights with other organizations working to boost participation in other benefits programs.
Managing Expenses
Student Loan Relief

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. 

In 2023, we helped
2
,
516
older adults with low income save
$
7
,
805
,
217
in student loan payments
Easing Housing Costs

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.

In 2023, we helped
7
,
211
older adults with low income save
$
1
,
540
,
369
property tax rebates and credits.
“We can’t provide the kind of care people need if we’re not paid what the law says we’re owed.”
Margaret Bobb
Plaintiff

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.”

“Every day, I see the importance of the work we do and the work that still needs to be done.”
Peggy Wild
Donor

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 our shared vision. Together, we’re building a future without senior poverty.
SUPPORT US
2023 Corporate and Institutional Supporters

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.

AmeriCorps
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.
NEW Solutions
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
2023 Opportunity Builders

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.

VISIONARIES ($25,000+) 
Kristine Fulmer
Edward Kent
William Malone
Donald G. Smith, Jr.
William Vukowich
Debra Whitman, PhD
GUARDIANS ($15,000-$24,999)
Kristine Harris
Jeanne Hoch
Estella O’Connor 
John Rakoske
Libby Sartain
Anonymous
Jackie & Glenn Tilton
Alphonso Varnertman, PhD
CHAMPIONS ($10,000-$14,999)
Anonymous (1) 
Elaine Boltz
Stuart Christenfeld
Steve Denari
Cathy Disch
William Goings
Ralph Haines
Bob & Sian Harris
Kevin Hui
Lloyd E. & Juanita Johnson
Paul Marischen
Diane D. Miller
Nancy Mitchell
Christine Splichal
Linden Welch
Patricia Wild
LEADERS ($5,000-$9,999)
Anonymous (3)
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
Thomas Fusco
Judyth Gaddie
Noreen Gillen
Franklin & Jenny Guerrero
Betty Hudson
John E. Jacob
Marjory Johnson
Edna Kane-Williams
Shama Khan
Mr. & Mrs. Eugene Klaasmeyer
Robert Knauss
Matthew Krecic
Jane Lesser
Andrea Lindsay
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
Patricia Rooney
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
ALLIES ($2,500-$4,999)
Anonymous (10)
David T. Albee
Anderson
Jim Avedikian
Diana Bailey
Ancil Baird, Jr.
The Honorable Patricia Banks
John Beatty
Ruth Benton
Ava Berland
Edwin Blackman
Ron Boaz
Robert Braddok
Fr. Terence Brinkman
Walter Brurch
David Callard
Lee & Kati Capps
Robbie Carlton
Alouta Charles
Gerald Clark
Patricia Cook
Albert Coralluzzo
Arnold Crelier
Steven DelVecchio
Wendy Dickerman
Virginia Downes
John T. Doyle
Jeffrey Dunn
K. James Ehlen, M.D.
Eberhard Gerlach
Florence Godin
Sandra Godin
Allen W. Griesert
Troy Hawkins
Rebecca Hays
Carol Heimbach
Jo Ann C. Jenkins
Marjorie Johnson
Charlie Jones 
Harry Kestner
Sharon Kirkwood
Janet Kolb
Ralph E. Koldinger
Nancy LeaMond
Foong Lee
Stan Lyman
Hugh & Marguerite MacDonald
Alastair Main
Rosanna Marquez
Johnnie McBride
Carol McCully
Karen & Brad Mercer
Victoria Milam
Keith Miller
Jay Miller
Gloria Perucca
Keith Pippard
Marjorie Powell
Boni Pringnitz
Rose Rennells
A. W. Ridenour
Pauline Rippel
William Rivera
Ernest Robertson
Andrew Rodriguez
Ellen Rosenbaum
William Schildgen
Barbara Schmid
Barbara Service 
Anne Sigurdson
Caroline Spencer 
Elaine Stamile
Vicky Telford
Sandra E. Ulsh
Stephen Venute
Albert Walker
Karen Wright
SUPPORTERS ($1,000-$2,499)
Anonymous (100)
Robert Abend
Jennifer Ackers
Diane Adams
Myrtle Adams
Donald Addison
Steven Adler
Avadhesh Agarwal
Noel Alarie
Wendy Albrecht
Jeff Albright
Mark Aldridge
Andrea Alexander
Bob Alexander
Renee Allain-Stockton
Alison Allen
Gary Allen
James Allen
B. Wayne Anderson
Mark Anderson
Sara Anderson
Robert Andreae
Loretta Andress
Max Appel
Paul Appeldoorn
Joseph Arkfeld
Roxanne Armes
George Arms
Rosemary Armstrong
Virlynn Atkinson-White
Stephen Auerbach
Ken August
Stephen Augustyn
Richard Bailey
Martin Baker
Susan Baker
Honi Bamberger
Howard Banchik
Helene Banks
Mr. & Mrs. Barry Barbash
Connie Barnes
Diane Barnes
Mario Barrera
Marlene Barrows
Gerry Basista
Charlene Bassett
Julie Bates
Joan Bauer
John Beahler
Mary Beamer
Kathy Beasley
Edward Beatson
Henry Beck
Leslie Beckley
Helen Beckman
Carl Bedford
Joseph Bensinger
Rosemary Berardi
Robert Berg
Michael Berman
Patricia Berne
Virginia Biedron
Hilda Birney
Mark Bishop
Virginia Blaine
Gretchen Blakey
Philip Blythe
Gregory Bongiovanni
Carole Borggren
Beatrice Botch
Richard Boucher
Evelyn Bouton
Doreen Bove
Robert Bowling
Leonard Bowman
James G. Boyd
Deborah Boyer
Martha Brace
Jim Bradley
Randall Bradley
Ruth Brannon
Alan Breakstone
Rollin Bredenberg
Virginia Brey
Dolly Brock
Deborah Brown
Dori Brown
Genevieve Brown
Hubert Brown
Jane Brown
Jerry Brown
Jim Brown
Margaret Brucki
Edward Bruno
Linda Bruno
John Buckwalter
Margie Burchfield
Michael Burns
Margaret Butler
Paula Bynum
Veronica Byrd
Richard Cabangcla
Marjorie Cabbagestalk
Sharon Cabeen
La Reine Callahan
Harold Calvert
John Campbell
Gary Carper
Mark Carrasco
Thomas Carrig
Stephen Carroll
Richard Carruth
Denita Carter
Judy Carter
Pam Carter
William D. Carter
Woodrow Carter
Gary Cartright
Erin Casey
James Cash
Charles Caskey
Tammy Cecil
John Chalmers
James Chamberlain
Gordon Chambers
Roseanne Chambers
Gloria Champion
Solomon Chavez
Hong Gen Chen
Jim Chernoff
Charles & Dolores Cheron
Kenneth Chlada
Lang Chou
Leroy Christofferson
Donald H. Chung
Sailesh Chutani
A. Cianciolo
John Cifor
Francesca Cinelli
James Civille
Douglas Clark
Kelly Clark
Marjorie Clark
Roy Clarke
Emily Clayton
Linda Clime
Jane Cochrane
Frank Coe
Richard Coker
Fred Colby
Byron Cole
James Cole
David Coles
Lorraine Colson
Carol R. Combs
Mrs. Yvonne C. Condell, PhD.
Richard Conley
Edwin Conner
Peter Connolly
Charles Cook
Leslie Cook
Victoria Coon
Gary Cooper
Margot James Copeland
Donna Cotton
Carol Countryman
Anne Craig
William J. Crain
Denis Crane
Katie Crim
Richard Cross
Jane Crow
Laurel Crowe
Susan Crowe
Thomas Crowell
Phyllis Currans
Pamela Dacoff
Paul Damrow
Ralph Darr
Elsie Dascoli
Charline Dave
Pamela Daves
Juanita Davis
Paul Davis
Beatriz De La Rosa
Lloyd R. & Caroline De Llamas
Lynn Dean
Judith Defelice
Gerald DeFord
Cynthia & Phil Deland
Linda DeLap
Raymond DeLille
Paul Denig
Thakor Desai
Paul C. Deutsch
David DeVries
Leland Dexter
Julie Dexter- Esser
Ronald Dickens
Carol Dickerson
Marian Dilley
Thomas Dixon
Allen L. Dobbins
Sharon Docksteader
Michael Doody
D. Dorman
Douglas Drucker
Harriet Druskin
Robert Dunne
Kent G. Dupont
KM Durbak
Beatrice Vicks
Ms. Mary Jo Eagen
Curt Eakin
Dale Eash
Katherine Egolf
Mr. Ehrenfeucht
Dennis Eichner
Julian Eidson
Richard Ekman
Kathleen Elder
Elizabeth Ellard
Alan Ellis
Thomas Ellison
Joy Emery
Taye Emori-Elder
Alan England
Julius Erlenbach
Joseph Errigo
Norma Esherick
Rosemary Esponda
Lita Evans
Wm Falk
Larry Feldcamp
Daniel Fennerty
K Kip Fenton
James Ferrucci
Mark Festa
Michael Festa
Catherine Fiddes
R. Fisher
Robert Fiskum
Judy Flath
Dean Flint
Angel Flores
Melody Flowers
Sondra Fondren
Gloriette Fong
Phyllis Ford
Sheila Foster
Alan Fowler
Roger Fox
Margaret Frame
Joseph Francis
Bl Franzoy
Ruby W. Freeman
Robert Freson
Donald Friedrich
Lawrence Friend
Theodore Fronda
Robert Fulton
Nedra Funk
Robert Furman
John Galen
Giby Garnier
Marci Garrison
Joshua Garvin
Kenton Gast
Dora Gee
Paul Gehrling
Richard Ghilotti
Diane Gill
Jo Gilliland
Rita Giovannelli
Gabrielle Gladden
Gary Glaser
Suzanne Glenn
James Glore
Johnnie Glover
Brian & Veronica Glynn
Charles Goddard
Frank Godin
Omer Gokcen
Sandy Gold
Howard Goldberg
Judy Goodin
Katherine Goodson
Gary Gordon
Rena Goss
Kellie Gowdy
Mary Jane Grabowski
Anita Gram
Charles Graubner
Barton Gravatt
Janelle Gray
Robert Gray
Sharman L. Greber
George Greenauer
Andrew Greenberg
Donald Greenberg
Kathryn Greenberg
Beverly Griesert
Archie Griffin
Woolf P. Gross
Eva Grove
Darlene Gulino
Christine Gummere
Sue Gunnison
Prem Gupta
Jaime P. & Linda M. Gutierrez
Charles Gwinn
Changiz Alex Habibvand
Dietmar Haenchen
Sally Hale
Albert Hall
Bruce Hall
Georgina Hall
Victoria Hall
Bruce W. Halliburton
Karen Halvorsen
Dennis Hampton
Edward Hancock
Ronald Hansman
Judith Hardes
Richard Hardy
Terry Harmon
Clayton Harper
Betty Harris
C. Harris
Malloy Harris
Brian Harron
Martin Harwit
Abdul Hasan
Diane L. Hastings
Karen Havilla
Nancy Hawkes
Janice Hayles
George Hazelton
Gworge Hender
Melvin Hendricks
Steven Hendrickson
Philip Hernandez
David Herrell
Anthony Herrod
Susan Heyman
Edward Hikida
Bruce Hiland
Michael Hilger
Bernard Hill
Debra Hilton
David Hinrichs
Susan Hjerpe
Marcia Hochman
Mary Hodge
Donna Hodgson
Steven Hoelke
Donald Hoffman
Linda Hogan
Ann Holland
Clarence Holland
James Holland
George Hollings, III
Donald Holmes
Gary Holzer
Dulcy & Richard Hooper
Dale Hoover
Richard Horvath
Bari Hoskins
David Hott
Laurie Houseknecht
Thomas Housen
Chyi-Hung Hsu
Stephen F. Hudak
Virginia Huey
Jeldean Huff
Mary Hunkeler
Jay Hunziker
Homi Irani
K. Irwin
Gary Isner
Edward Jablonski
Jesse Jackson
Barbara Jacob
Peter Jarosewycz
Barbara Jeffries
Ava Jensen
Joe Jenus
David Jesionowski
Shirley Jett
Louis Johndrow
Barbara Johnson
Dwight Johnson
Kathy Johnson
Melanie Johnson
Rojenia Johnson
Donald Jones
Eleanor Jones
Robert Jones
Tobi Jones
Michelle Jordan
Paul Jordan
Sandra Juarez
Robert Kachnik
Robert Kahn
Sotirios Karathanasis
Alice Karoub
Tziporah Kasachkoff
J. Kasper
David K. Katz
James Kaufmann
Elodie Keene
Carolyn Keith
Michael Keller & Pamela Sousa
Jean Kelley
Annette Kelly
Theodora Kelly
James Kendall
Lawrence Kennedy
Judith Kese
John Keys
Anup Khattar
David Khoo
Dorothy Kidd
Curt Kiessig
Robert Kilian
David Kimmel
Billy King
William W. King
John E. Kirkpatrick
Robert Koch
David Kocher
Sonja Koenig
Jean Kornett
Lisa Koslow
Shoba Krishnamurthy
Jim Harre & Kristine Harriger
Robert Kubicka
Bruce Kuehn
Miodrag Kukrika
Richard Kulp
David & Camiille Kundert
Leslie Kurtz
Roberta Kurtz
Kenneth Kwidzinski
Mark Labkon
Jonathan Laing
Elliot Lainof
Wayne & Patricia Laitala
Fred M. Lambert
Loren Land
Ms. Mary Ann Land
Barbara & Gene F. Lang
John LaRochelle
Shirlee LaRosa
Dinah Larsen
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
Jalila Nur
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
2023 Legacy Society

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.

Anonymous (877)
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
P.K. Govind
& 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
Carol Paine
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.

Financial Position

As of December 31, 2023, and December 31, 2022 (in thousands)

ASSETS
2023
2022
Cash and cash equivalents
10,098
9,563
Contributions receivable, net
1,345
413
Grants receivable
12,040
12,810
Prepaid expenses and other assets equivalents
972
1,258
Investments
650,652 
618,527
Charitable gift annuity investments
5,476 
4,805
Program-related investments, net
3,500 
4,825
Property and equipment, net
9,196
10,452
Total Assets
693,279
662,653
LIABILITIES
2023
2022
Accounts payable and accrued expenses
25,593
25,987
Due to affiliates
4,196
6,062
Charitable gift annuities payable
2,897
3,185
Bonds payable
25,000
25,000
Total Liabilities
 57,686 
60,234
NET ASSETS
2023
2022
Net assets without donor restrictions:
Undesignated
65,705
57,135 
Board-designated quasi-endowment
29,434
27,570
Board-designated operating reserves
64,460
62,407
Total net assets without donor restrictions: 
159,599
147,112
Net assets with donor restrictions
475,994
455,307
Total Net Assets
635,593
60,234
Total Liabilities and Net Assets
693,279
662,653
Statements of Activities

As of December 31, 2023, and December 31, 2022 (in thousands)

OPERATING REVENUE
2023
2022
Grant revenue
102,136
108,172
Contributions
57,800
61,710
In-kind contributions
62,689
54,346
Investment income designated for operations
28,941 
25,835
Other
 841 
6,840
Total Assets
252,407
256,903
EXPENSES
2023
2022
Program Services:
Workforce Programs
132,325
124,700
Tax and Credits Programs
20,047
20,103
Experience Corps
6,878
9,749
Other Programs
28,423
31,798
Legal Advocacy
7,371  
6,363
Total Program Services
195,044
192,713
Supporting Services:
Fundraising
30,552
27,479
Management and general
25,743
23,868
Total Supporting Services
56,295
51,347
Total Expenses
251,339
244,060
Changes in Net Assets from Operations
1,068
12,843
OTHER CHANGES IN NET ASSETS
2023
2022
Investments (loss) return in excess of amounts 
designated for operations
32,082
(58,264)
Changes in value of charitable gift annuities
24
(226)
Change in Net Assets
33,174
(45,647)
Net Assets, Beginning of Year
602,419
648,066
Net Assets, End of Year
635,593
602,419
Sources and Uses of Funds

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. 

Revenue by Category
23%
Contributions
40%
Grant
Revenue
25%
In-kind
Contributions
12%
Investment Income and Other
FUNCTIONAL EXPENSES
78%
Programs
12%
Fundraising
10%
Management
and General
2023 AARP Foundation Board of Directors
As of August 2024
Libby Sartain, Chair
Susan Werth, Vice Chair
Judge Patricia Banks
Robert “Bob” Blancato
Elaine Boltz
Claire Casey
Sailesh Chutani
Gregory J. Dyson
Noreen Gillen
Betty J. Hudson
Rosanna A. Márquez
2023 AARP Foundation Executive Leadership
As of August 2024
Claire Casey, President
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%.