Strength and unity. Those words characterized AARP Foundation in 2022.
Claire Casey, President
AARP Foundation
Strength and unity. Those words characterized AARP Foundation in 2022. I have been genuinely moved by the sameness of heart that exists within this community of staff, volunteers, donors, and partners. A shared devotion to the work underpinned everything the Foundation accomplished last year.
Our staff wrapped up two years of remote work and connected in person once more. This was nothing new for the Senior Community Service Employment Program (SCSEP) team, who were back in the community mere weeks after things shut down, working with local partners, and providing in-person service to older jobseekers. For everyone else, however, stepping back into our offices felt like a homecoming.
Some programs continued to build on their established success, as they had done all along; others injected fresh ideas and energy into their offerings to increase their impact.
Our small but mighty legal advocacy team, who had spent two years pursuing their cases remotely, argued before judges in person instead of on Zoom, bringing the voice of older adults back into the nation’s courtrooms.
Our remarkable volunteers rejoined their classrooms, community centers, libraries and more, never missing a beat in the transition back from remote volunteering.
And our generous donors, who unfailingly stood by us all through the pandemic, came through as they always have for the older adults who need their support.
Because of all this, we were able to fight systemic injustice and help older adults seize opportunities to re-enter the workforce, bolster their budgets, give back to their communities, and recover from disasters. No matter when or how we came back, we were united in our purpose: to work even harder to achieve our vision of a country free of poverty where no older person feels vulnerable.
In 2022, we grew stronger. Together.
With gratitude,
Claire Casey, President
AARP Foundation
*as compared to 2021
A robust U.S. labor market resulted in more job openings than available workers, and older jobseekers were keen to seize these opportunities. BACK TO WORK 50+ collaborated with more local partners and broadened its online services. Our Senior Community Service Employment Program’s sustained success led the U.S. Department of Labor, which funds the program, to award us two new grants.1 Not only were we able to continue administering SCSEP, but the new grants also allowed us to expand it.
Although both BACK TO WORK 50+ and SCSEP build jobseekers’ skills and confidence, we also saw a need for dedicated training to meet the demands of a labor market where digital skills are no longer optional. That’s why we launched the new Digital Skills Ready@50+™ initiative, which provides digital training classes for people over 50.
By extending the reach and impact of our workforce programs, we helped participants secure jobs and take tangible steps toward financial stability.
The BACK TO WORK 50+ program closed out its first decade with a new national online program, generating a 30% increase in overall participation by older adults with low income.
In addition to extending its geographic reach, the program delivered job search information and tools to 12,620 people, generating $16.2 million in new income.
0 million in new income
Of the unemployed jobseekers who participated in our coaching programs, 40% landed jobs — and they did it, on average, just 16 weeks after starting the program. That is a significant contrast to the average of 27 weeks that most people 55 and older spend unemployed.2 What’s more, they reported an average wage of $21 an hour, which is about twice the average national minimum wage of $10.67 an hour.3
0 landed jobs
Guided by trained career transition coaches who hosted workshops in person and online, BACK TO WORK 50+ participants built the skills and confidence they needed to compete for high-quality jobs and increase their income in a fast-changing job market.
earning twice the average national minimum wage
The Digital Skills Ready@50+™ initiative was created to meet a pressing need: digital skills training for people over 50 who are living with low income so that they have the tools needed to land good jobs that lead to long-term financial stability. The new initiative, launched in 2022, was made possible by a $10 million grant from Google.org.
By providing training in the digital essentials, the initiative equips participants with the fundamental skills needed to navigate today’s digital world, including the labor market. It’s delivered mostly through community-based organizations (in-person, virtual, or hybrid) in collaboration with Older Adults Technology Services (OATS) from AARP, which is renowned for its curriculum tailored to older people.
In less than eight months, we partnered with 0 community organizations across eight states, including Arizona, Georgia, Illinois, Louisiana, North Carolina, Pennsylvania, South Carolina, and Texas
During that time our community partners trained 0 participants to use smartphones, Zoom, Microsoft Office, and social media for job searches as well as social connection
For more than 50 years, AARP Foundation has administered the Senior Community Service Employment Program (SCSEP), funded primarily by the U.S. Department of Labor. SCSEP matches jobseekers over 55 with local nonprofit and public agencies so they can improve skills and build self-confidence while earning a modest training wage.
The decades of success we’ve had with SCSEP have brought the Foundation recognition as a national leader in tackling senior unemployment. And in 2022, our track record led the Department of Labor to award us two new grants that made it possible for us to expand our SCSEP service in Arkansas and North Carolina, resulting in 385 more training opportunities.
Thanks in part to this effort, the program served 10,855 older adults and generated $88.4 million in new income, representing a year-on-year growth of 10% and 14%, respectively.
It’s a win-win — both for the participants, who learn new skills, and for the communities, which benefit from more than 6 million hours’ worth of community service.
Today we run... 0 SCSEP offices in 19 states and Puerto Rico, harnessing the collective strength of 0 nonprofit and government host agencies
I was in a dark place, but SCSEP helped save me.
In 2022, record-high inflation sent prices soaring on necessities like food, fuel, and rent, disproportionately affecting older people with low income. The federal and state governments responded by extending policies and emergency programs to provide extra help, but older adults faced the same barriers that existed before the pandemic: stigma, misconceptions about eligibility, and cumbersome application processes, to name just a few. As a result, participation rates lagged.
AARP Foundation ramped up our efforts to help older adults gain access to public benefits, tax refunds, and credits that would help them bolster their budgets. We ran awareness campaigns to fight stigma and misinformation surrounding the Supplemental Nutrition Assistance Program (SNAP) and Medicare Savings Programs (MSP), and we enhanced our technology and service models to reach more people.
*as compared to 2021
*as compared to 2021
*as compared to 2021
Having enough money to afford nourishing food gives older adults a much better chance of avoiding serious health issues. And yet, according to recent data from the USDA, only 47% of eligible older adults are enrolled in the Supplemental Nutrition Assistance Program (SNAP) as compared to 78% of all people who are eligible.4 Research shows that the complicated application process discourages many older adults from applying for SNAP benefits.5
AARP Foundation circumvents that problem by funding community-based organizations that reach out to people over 50 who are eligible for the program and help them apply. On average, older adults in the communities we serve receive about $153 a month. That’s enough to cover a month’s worth of nutritious groceries, including eggs, dairy products, fruit, and vegetables.
In 2022, we helped 48,906 eligible older adults secure SNAP benefits — more than double the number we helped in 2021. All told, these applicants received $94.4 million in benefits. We also extended grants into 2023 for 14 organizations in states that have the Elderly Simplified Application Project (ESAP) in place, which streamlines the application process for older adults with low income and eases the burdens of reapplying.
0 a month for an older adult, enough to cover a month's worth of groceries
0 million in SNAP benefits secured for 48,906 eligible older adults
Finally, we joined AARP last year at the White House Conference on Hunger, Nutrition, and Health, the first since the inaugural conference was held in 1969. AARP and AARP Foundation together made a commitment to research older adults’ access to SNAP, which we will use to improve enrollment rates.
According to AARP’s Public Policy Institute, 1 in 10 traditional Medicare beneficiaries spent more than half of their income on health care in 2019.6 This type of cost burden can lead some to not seek the medical care they need.
In 2022, AARP Foundation funded community-based organizations that help older adults lower their costs by enrolling in Medicare Savings Programs (MSP) and the Part D Low-Income Subsidy (LIS) program (also known as Extra Help). MSP is a government subsidy program that aims to make Medicare more affordable for beneficiaries with low income by helping to pay premiums, deductibles, coinsurance, and copayments — and yet barely half of those eligible for MSP were enrolled in 2019.7 Similarly, just 60% of eligible older adults were enrolled that year in Extra Help, a federal subsidy program that pays for Medicare Part D prescription drug coverage.
We helped 3,528 eligible older adults
enroll in health care benefits, saving them
0 a year
per beneficiary (about half the total annual health care costs
of the average U.S. adult over 508) for a total savings of
0 million
Our free tax preparation services reached 25% more older adults across the country, helping them secure substantial refunds, save significantly on tax preparation costs, and take advantage of 2022’s expanded eligibility for the Earned Income Tax Credit (EITC).
0 million
in tax refunds and credits for 693,160
older adults with low income
155,453 people got an additional 0 million from the Earned Income Tax Credit
Per person, that is an average savings of $271 in tax preparation and e-filing costs, an average of $540 in refunds, and an average of $647 from the EITC.
Altogether, that amount could cover a person’s annual expenses for gas and utilities.9
Tax-Aide provides free in-person and virtual tax preparation help to anyone, with a focus on taxpayers who are over 50 and have low to moderate income. In 2022, we renewed our focus on volunteer recruitment, tested a variety of service delivery models, and launched a successful Tax-Aide chatbot to help people make appointments online, identify Tax-Aide sites, and connect with tax specialists when needed.
As a Tax-Aide volunteer, Dave Martz helps older taxpayers get the credits they deserve.
Launched in 2019, Property Tax-Aide helps older homeowners and renters with low to moderate income take advantage of property tax refund and credit programs where available.
More than 20 million people over the age of 50 spend upward of 30% of their income on housing — and half of those spend at least 50%.10 Seniors living on low or fixed incomes are at risk of having to leave their homes because they can no longer afford rising property taxes or increased rent. With Property Tax-Aide's assistance, older adults can lower their housing costs and increase their ability to stay in their homes longer.
In 2022, Property Tax-Aide recruited new volunteers and started its first volunteer-led programming in Washington, D.C., and North Carolina.
At AARP Foundation, we’ve long understood that there is no one path to ending senior poverty. Although last year we prioritized the immediate needs of older adults who struggled with the fallout from the pandemic, we also had our eyes on the future. We made a strategic shift in our intergenerational tutoring program to position it for long-term growth. And our legal advocacy team continued to fight for the rights of older adults, especially those without the resources to meet their basic needs, by winning important legal victories that help to pave the way for systemic change.
Experience Corps, our intergenerational tutoring program, gives older adults the opportunity to connect with their communities and to guide young students toward a life of economic stability through education. Though the program maintained a virtual option in 2022, making it possible to reach many more children in underserved communities, we also returned to in-person tutoring.
This allowed us to engage more tutors and students than we could during the pandemic, when schools were closed and tutors worked remotely with one student at a time. In addition, we shifted to a model that will enable us to deliver the program at a lower cost through partner organizations that are already embedded in their communities.
*as compared to 2021
Participating students showed improved social-emotional learning skills across several categories, including overall engagement — the crucial “soft skills“ that set children up for academic success, fulfilling careers, healthy relationships, and responsible civic engagement throughout their lives.
Retired clinical social worker Sharon Justis honors her grandmother by helping children improve their reading skills as an Experience Corps volunteer.
AARP Foundation attorneys litigate at the intersection of aging and social justice. In 2022, they defended older adults from a range of abuses and rights violations, taking major steps toward our ongoing goal to bring about systemic change for the benefit of older adults.
Several Yale University employees represented by AARP Foundation and other attorneys reached a settlement with the university in a case charging that Yale had unlawfully penalized employees who chose not to sign up for its wellness program. Participating in the program would have forced them to submit to extensive medical testing and reveal private health information, but employees who opted out were automatically charged $25 a week.
The settlement included a
0 million
payment to cover employees’
attorney fees and other costs
The case was consequential because recent data indicates that some 48 million employees of large firms put their privacy at risk by participating in company wellness programs — whether voluntarily or by company mandate — because participation requires them to reveal personal medical information, often to a third-party vendor administering the program.11 The settlement included Yale’s agreement to no longer charge an opt-out fee for a specified number of years and a payment of $1.29 million to cover employees’ attorney fees and other costs.
It’s estimated that about 1 million people with pensions from religious organizations have no federal protection.12 About 5,000 African Methodist Episcopal (AME) Church employees and retirees were stunned to discover that they were among them.
AARP Foundation attorneys joined a class action lawsuit on behalf of the employees and retirees, alleging that AME leadership and its retirement services department mishandled and lost nearly $90 million in retirement funds and violated the Employee Retirement Income Security Act (ERISA), which offers federal insurance to protect against the loss of funds. The lawsuit further charged that AME breached its contractual and fiduciary duties by not honoring a promised pension plan for pastors, elders, bishops, and other employees of affiliated colleges and seminaries. Court action is expected later in 2023.
We joined the class action
lawsuit on behalf of
employees
& retirees
who lost nearly
0 million
in retirement funds
More than 8 in 10 nursing facilities in the U.S. are experiencing staffing shortages13 — a longtime problem that grew worse during the pandemic. At one chain of nursing facilities, however, residents believed the understaffing was intentional.
We filed a class action suit against one of the largest nursing facility chains for older adults in Illinois
Represented by AARP Foundation attorneys and others, residents of six facilities in Illinois filed a class action suit against the Alden Group, one of the largest nursing facility chains for older adults in the state. The complaint alleges that Alden systematically understaffs its facilities, leading to dangerous and often grossly unsanitary living conditions for the residents. According to the complaint, Alden saves millions of dollars each year by refusing to hire sufficient staff to comply with legal staffing requirements and intentionally hiding it from regulators. The suit drew major press coverage, raising awareness of a widespread practice that jeopardizes the health and well-being of nursing facility residents.
Vietress Bacon ended up in a nursing facility and couldn’t get out — until AARP Foundation helped.
Employee Shawn Jones knew his company forcing him to participate in a wellness program was wrong — so he did something about it.
In the fall of 2022, hurricanes delivered devastating blows to Florida and Puerto Rico. Hurricane Ian was one of the deadliest and costliest storms in U.S. history, leaving many older Floridians to grapple with devastating losses and harsh economic conditions. In Puerto Rico, Hurricane Fiona caused widespread and weeks-long power outages, destroyed bridges and roadways, and left entire communities under water.
AARP Foundation donors came through in a big way. Thanks to their generous support, and matching funds from AARP and AARP Foundation, we distributed $1.1 million in emergency grants to help older adults who lost their homes and their belongings. Through the work of our grantees (listed below), those who were affected are repairing their homes, getting legal assistance, and receiving financial support.
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
Bank of America Charitable Foundation
Barclays Bank Delaware
Commonwealth Fund
Easterseals
Family League of Baltimore
Florida Department of Elder Affairs
General Motors
Google.org
Government of the District of Columbia
The Hartford
Internal Revenue Service
Iowa Department of Administrative Services
John A. Hartford Foundation
Lenfest Foundation
Missouri State Government
National Association of Retired Sears Employees
National Caucus and Center on Black Aging, Inc.
NEW Solutions
North Carolina Division of Aging and Adult Services
Oklahoma State Government
Onsemi
Pennsylvania Department of Aging
Ralph C. Wilson, Jr. Foundation
Robert Wood Johnson Foundation
SCAN Foundation
Software People Inc.
State of Washington
Steans Family Foundation
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 to our vision and mission. These donors power the work we do with their annual gifts of $1,000 or more.
These philanthropic gifts from our donors allow us to resource our ambition 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.
*Denotes Deceased Donor
Anonymous (2)
Charity Alker
Edward R. & Marilyn Kent
Elsbeth Kirkpatrick
Anonymous (1)
Annette Franqui & Seth Werner
Charles Hartshorne
Kathleen Johnson
Nancy Mitchell
Connie & John Rakoske
Ronald H. Ringer Foundation
Libby Sartain
Deborah Whitesell
Anonymous (2)
Betty Alvares
Howard Goldberg
Ralph & Pat Haines
Kristine Harris & David Rosner
Bob & Sian Harris
Kevin Hui
Lloyd E. & Juanita Johnson
George Lindemann
Diane D. Miller
Paolo Narciso
Nancy Passanante
Susan Queja
Lisa Marsh Ryerson
Todd & Stephanie Schnick
Harriett Stambaugh
Mike Streeter
Jackie & Glenn Tilton
Michael Vincent
Susan Werth & Bernard Silver
Patricia Wild
Anonymous (5)
Philip Allen
Peggy Beckman
Bob Blancato
Joan Budden
Elaine Burke
Mr. Anthony John Burnell
Stuart Christenfeld
Robert Cole
Joseph & Emily Coughlin
Jacques Craig
Ann Daw
Cathy Disch
Gregory & Avis Dyson
Burton Field
Bob Fox & Andrea Mintz
Judyth Gaddie
Marita Gallagher
Sandra Godin
William Goings
Jeanne Hoch
Betty Hudson
Jo Ann Jenkins
Eugene Klaasmeyer
Robert Knauss
Matthew Krecic
Henry & Paula Lederman
Jane Lesser
Andrea Lindsay
Janet Malcolm
Christine Mandion-Splichal
Norinne McKinney
Victoria Milam
Nancy Morris
Vickie Perkins
Daniel Phelan
Julio Portalatin
Kollivakkam Raghavan
Donna M. Rand
Patricia Reino
Susan Ritter
Ritta Rosenberg
Dennis Rosenthal
Marilyn & Skip Rosskam
Gwendolyn Seeliger
Ranjana Shah
Nancy Sineni
Celia Siroskey
Donald G. Smith, Jr.
Dr. John & Eileen Stanturf
Ellen Taaffe
In Memory Of Beverly M. Talley & In Honor Of Sharman Greber
John Totten
Sharon Waterous
Beth & David Whitehead
Marcia Williams & Gene Lucero
Rosemary Williams
Robert Wilusz
David Windley
Ted & Pam Woehrle
Sandra Yanai
Susan Zimmerman
Anonymous (12)
David T. Albee
Anne Aoki
Isabel Bader
The Honorable Patricia Banks
Hilda Birney
Seetha Boyadati
Samuel Breitbart
Virgina Brey
Dori Brown
Belinda Bryant
David Callard
Ray Chow
Gerald Clark
Matthew Cooper
Albert Coralluzzo
Charline Dave
Steven DelVecchio
Usha Dhar
Virginia Downes
John T. Doyle
Rob & Betsey Drucker
Jeffrey D. Dunn
Curt Eakin
K. James Ehlen, M.D.
Elisa Ezor
Thomas Fusco
M. Gallagher
Eberhard Gerlach
Peter Godlewski
Franklin & Jenny Guerrero
Ronald Hensen
Susan Hjerpe
Barnell Howe
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John Johnson
Charlie Jones
Richard Kaleida
Edna Kane-Williams
Anup Khattar
William Klinchock
Ralph E. Koldinger
Ruby Law
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Peggy A. Lentz
Janet Lowrey
Rosanna Marquez
Marcia Marshall
Marc McDonald & Katrina Foelsche
Karen & Brad Mercer
David Molumby
Michael Murray
David Nelson
Richard Newcomer
Gloria Perucca
Nikki Peters
Camille Phillips
Brenda Pilzer
Keith Pippard
Marie Quintero-Johnson
Marjory Reid
Nancy Reuscher
Pauline Rippel
William Rivera
Mr. Ernest Robertson
Andrew Rodriguez
Ms. Janice Rose
Ellen Rosenbaum
William Schildgen
Herbert Schreiber
Heather & Tim Sherman
Charles & Lesley Small
David Smith
Rodney Smith
James Spensley
Mr. & Mrs. Seymour Y. Sternberg
Frank Stock
Darwin Stuart
*Frederick Swann
Wendi Swindler
John Swinney
Stanley Tomono
Ethel Tsausis
Sandra E. Ulsh
Stephen Venute
Susan Werth & Bernard Silver
Debra Whitman
Victoria Wiebel
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Anonymous (97)
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Nim Yan Choi Scholarship Foundation And Guang Dong Association Usa
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Ned Cumle
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Ralph Darr
*Robert Dartnall
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Ronald Dickens
Michael Dillon
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Elke Geacintov
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William Graham
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Donald Greenberg
Andrew Greenberg
Terri Green
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Beverly Griesert
Donna Guild
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Prem Gupta
Jaime P. & Linda M. Gutierrez
Charles Gwinn
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Changiz Alex Habibvand
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Malloy Harris
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Abdul Hassn
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Steven Hendrickson
Ted Henschen
Dianne Henson
Greg Hermann
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David Herrell
Susan Heyman
Michael Hill
Debra Hilton
Bryce Hinsch
Michi Hirata
Wayne Hoffman
Catherine M. Holmes
Shiou Yun
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Bari Hoskins
David Hott
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F. Hovde
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Robert Hunt
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J. Kasper
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Slocum Katrycz
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Thoams Kelly
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Julianne Knell
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Sonja Koenig
Gary Koenig
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Atif Kozman
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Jane Lee
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Ronald E. Leone
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Lawrence Marcotte
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C. Randolph Marshall
Terrylynne Marx
Wanda Marzouk
Mei-Ling Mason
Carl Matney
Jean Mattson
Jesse Maxwell
Myrna May
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John McClelland
Barbara McCloud
Joseph McCormick
Daniel McGunagle
Darlene McGurn-Delmore
Sam McKeel
Dilcia McLenan-Brent
Winston McPhie
Marilyn M. Ritchie
Gerald S. Medley
Jed Meese
Julie Meidinger
Donald Meinders
Robert Meissner
Grace Mellman
Ted Mencke
Stanley Meresman
Marjorie Meyer
Barb Meyers
Louis Michel
Alison Micucci
Margaret Miller
Leilani Miller
Tabor Miller
Judith Miller
Johnny Miller
Faye Miller
Norman Miller
Annise Miller
Sammie Mitchell
Carol Mitchell
Douglas Mitchell
Don Mittelstaedt
Harley Monson
Dale Mood
Kathleen Moody
Nathaniel Moore
Al Moreno
Robert Morris
Frederick Morris
Dorothy Moura
Celia Mueller
Denise Munoz
Mary Murphy
Mark Murray
Alan Murray
William Myers
Neil Myntti
Vaduvur Narayanan
Norman Neureiter
Juan Nevarez
Charmaine Ngin
Sharon Nichols
Marianne Nick
Tom Nicklawske
Lillie Nimmer
Robert Nocek
Janis Norris
Daniel Norton
Unchalee Angie Novey
Jalila Nur
Merrill Oaks
August Ochabauer
Paul O'Connor
Shari Oliver
Beth Olmstead
Wanda Olsrud
Timothy Omstead
Dolores Osborne
John Osteen
Rae & Joseph Ott
Donna P. Owen
Mr. Kendric Packer
Donald Page
William Palamountain
Dan Pangilinan
Peter Papasifakis
Michael Pargee
Rebecca Parker
Janak H. Patel
Kusum Patel
Jennifer Peed
P.M. Paul Pellegrino, FDN.
Yvette Peña
Nancy Penn
John Peoples
Pat Pepe
Leonard Perry
Bobby Perry
Carl Pforzheimer
Allen Phillips
Daniel Pinks
Helen Plante
Mahesh Podar
Jack Podoll
Joseph Pokorny
John Polk
*Ann Poll
Yvonne Pollack
Lester Poretsky
Marjorie Powell
Mac Powell
Patricia Pratt
Diane Pratt
Ethel Price
Patricia Pusey
Donald Putning
*Metta Quabeck
Marilyn A. Quadros
Sally Quinby
Ellen Quinn
John C. Quist
Theresa M. Rabel
Jeffrey Rankin
Hal Ray
Regina Reilly
Louis Rendon
Howard Reynolds
A. W. Ridenour
Christine Ridley
Anthony Roberts
Donald Roberts
John Roberts
Lawrence Robertson
Leonard Roberts
David Robinson
John Rodger
Margaret Rogers
Alexandra Rolde
Sharon Rose
John Rose
Frederick Rosenbauer
Paul Rothman
Roland Roy
Ann Ruchhoft
Martin Ruple
Constance Rush
Bobbie Russell
John Ryan
Billie Saether
Rodolfo Salas
Joseph A. Salgado
Salvatore Salorenzo
Angela Samuel
Sharon Sanchez
Robert B. Sanders
Marie Santos
Hans Saxer
Linda Schamber
Karen Schede
Elden Scheel
Kathrin Scheel-Ungerleider
Robert Scher
Mark Schillow
Amy Schmidt
Erich Schmidtmann
Mr. Kenneth Schob
Robert Schrader
John Schubert
William Schumacher
Robert Schwaar
Maxine Schweitzer
Ron Settle
Paul Sexton
James Shahani
Douglas Sharp
David Sharpe
James Shaw
Kate Sheeline
Gopalaiengar Sheshadri
John Shinnick
Victoria Shivel
Derra Shores
Carol Sigelman
Stuart Simon
Henry Singer
Sher G. Singh
Donald Sire
George Skillman
Stanley Skinner
Charles Sloan
Cheryl Smelt
Cheryl Smith
Garrett Smith
James Smith
Jean S. Smith
Judith Smith
Marilyn Smith
Mr. Means Smith, Sr.
Mr. Paul Smith
Thomas Smith
*Oscar Sneed
Jon Snyder
Thomas Sokolnicki
Rebecca Sorrentino
Cecilia Soto
Susanne Sottile
Isaac Souede
Dr. Claudette Spalding
Karen Sparks
Linda Spears
Kay Spivey
Elizabeth Spratt
Cynthia Stahl
Elaine Stamile
Charmelle Staples
John Steele
Patricia Steele
Kristine Steensma
Steven Steinke
Joan Stembridge
Yvette Stokes
Nicole Stoll
Donald Strasser
Stella Strombolis
John Struthers
Patricia M. Sullivan
Jay Sussman
Greg Swalwell
George Szocs
Norbert Szymanski
David Talcott
Wayne Tallman
Judy Tam
John Taylor
Susan Tholstrup
Marva Thomas
Gordon Thomas
Hilaire Thomas
Isabelle Thompson
Cynthia Thomsen
Nancy Tidd-Smith
Kimberly Tobin
Emily Tobisch
Patrick Topping
George Townsend
Carol Trani
Terry Trobec
Irene Trowell-Harris
Peter Tuohy
John Turocy
Erica Ueland
Paul Umlauf
John Van Bogart
Kathleen Van Demark
Mark Vann
Katrina Veerhusen
Anthony Venticinque
Louis Ventre
Talmadge Vessels
Beatrice Vicks
Kevin Vogeler
Kim Voigt
Robert Wagner
Mary Wais
Marc Waldor
Donald Walker
Sherryl Walsh
Maria Walton
Kongmey Wang
William Warr, Jr.
David Anthony Watta
Francine Weaver
Mrs. Erna Weber-Daniel
Richard Weeks
Richard Weiner
Laura Weller
Sarah Wells
Lucille Werlinich
Christine Westendorf
Barry Westgate
Starr Wheeler
Larry White
Kevin White
Margaret Wiederhold
Linda & Mark Wilford
Larry Willhite
Clair D. Williams
Dale Williams
Kathy Williams
Keith Williams
Rise Williams
Robert Wilson
Dr. Daniel M. Winger, D.V.M.
Stuart Witham
Roma Wittcoff
Seth Wohlberg
Cathy Cromer Wood
Boe & Carol Workman
Carolyn Workman
Kenneth Worley
Anna Yonemura
Abdallah Zamaria
Jacqueline Zwimer
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
Anonymous (281)
Janet Abbott
Bettye Adams
David T. Albee
Demetrius Alexander
Donna Allain
Yvonne Allan
Annie Allen
Ramona Alston
Roberta Alten
Beverly Ambrose
Phyllis Ames
Mary Anderson
Anna Andrews
Thomas Andrews
Sandra Antonoff
Salvatore Aquilina
Orlando Aragon
Lorinda Cheng Arashiro
Dale A. Arceneaux
Barbara Armstrong
Donald Arner
Ward Asquith
AssuntaParker
Nancy Atherton
George Avery
Christine Avila
Edward Babinski
Gerald Bailey
Bill Ballas
Robert Ballot
H. Barbetti
Janice Bartolotta
Mary Bartsch
Ramon Bascochea
Arlene Basso
Kathleen Battle
Victor Bauer
*The Muriel F. Beasley Living Trust
Edgar E. Beck, III
Harold Becker
Donna Beeson
Larry Beeson
Patricia Behan
Thomas Behmlander
Clark Bell
Pamela Bell
Rebecca Bender
Marian Benedict
Sarane Bennett
Robert Berger
Betty Berner
Alyson Berry
Rosie M. Bethke
Lorraine Bezanson
Victoria Biasotti
Thomas Billups
Mel Blum
Mark Bobry
Ruth Boden
Charles Boehlke
Enrique Bolij
B. Borrevik
David Bowers
Jo. M. Gledhill & *Richard L. Bowman
Trevor Bradbourne
Milton Bradford
Shirley Bradley
Carmen Brango
Marte Brechtelsbauer
Charles Brehm
Marsha Brendlinger
Carol Bresnahan
Alan Briggs
Carmen C. Briggs
Albert & Diane Brockway
Edna Broom
Babette Brown
Barbara Gene Brown
Erika Brown
Judith Brown
Wilson Brown
Oscar Lee Brownstein
Stanley Brucato
Norman Bryan
Michelina Buccafusco
Patricia Buchanan
Shelley Buckingham
Marian Bukrinsky
*The T.P. Buntrock Trust
Kay Burch
Connie Burgan
Marian Burge
*Leopoldo & Mary E. Buttinelli
John Buwalda
Alice Bybee
Joseph Cagnasso
Karl Caine
Jane D. Caminis
Gloria Campbell
Sheila Campbell
Aurora Campillo
Allen Carman
David Carpenter
Michael Carr
Marciano Carrera
Stephen Carroll
Patricia Carson
Dorothy Case
Janice Casey
Linda Castillo
Betty Cavanagh
Kalpana Chakraburtty
Thelma Chandler
Robert Chaney
Virgie Childs
Clara M. Chiu
Albert Clark
Donna Clark
Elizabeth Clark
Earl Clark
Caroline Clark
Floyd F. Cline
Lorraine Cline
Dorothy Clunan
Alan & Elayne Cohen
James Coleman
Roy Coleman
Dr. Charles W. Conaway
Josephine Conley
John Coogan
Effie Cooper
*The Marvin Copley Trust
*The Nechama Copley Trust
Rose Corio
Richard T. Corvetti
George Cossar
William Costello
Elizabeth Cotton
Jane Coughlin
Carol Courtney
Frank Cowsert
Grace Crabtree
Sandy Crain
Patricia Creasey
Christine M. Cruz
June Cummings
Virginia Cummins
Mrs. Brigitte Curtis
Larry Curtiss
Jeanette Czajka
Alex Czajkowski
Florence Dahlen
Anna Danner
Anthony Testagrose & Margaret Dau
Ms. Carol Davis
Duane Davis
Gregory Davis
Leslie Davis
Peter Davis
Vera Davis
Patricia D'Brozda
Walter Decaen
Noreen Deckley
Joseph Deleon
Anne Delisi
Mr. James Delly
Nancy Denney
William Dennis
Ronald Dennis
Roger Deswert
Michael Devanna
Marguerite Devore
Raul Diaz
Ester Diciccio
Joan Dickson
Elaine Dillon
Dorris Dillon
*Virginia D'Lamatter
J. Doby
Mark Dobyna
Esther Dogon
Carol Dohner
Frank Dooling
Mabelle Dore
Myrna Dorsey
*Eugene V. Doty
Jean Doud
Steven Douglas
Barbara Dove
Lloyd Dove
Lena Drago
Margot Draycott
Sandra Driscoll
Rob Drucker
Juanita Duggleby
Pamela Dutton
Joan Duvall
John Dwyer
Shree Dyal
Algernon Eastman
Ronald Echols
Lisa Edgington
David Egan
Orvetta Elde
James Elish
Ron Ellett
Faye Ellgen
Nora Eppley
Dorothy Erben
Mrs. Janet Van Ermen
Lillian Evans
Victor Evdokimoff
Leroy Even
John Everson
Fred J. Fahlen
Dolores Feci
Hans Fehlmann
June Felker
Ronald Fella
Elizabeth Feri
Kenneth Ferrante
Nicholas Ferrantino
Linda Ferrill
Veronica Fields
Ruth Y. Finch
Francis Finnegan
Norma Fisher
*The Estate of Dr. Robert S. Fitzgerald
*The Fong Family Revocable Trust
Aurel Fontaine
Dorothy Forsberg
Scott Forster
Mary Francis
Stephen T. Franco
Mary Franklin
Robert Fraser
Ronda Fraser
Gladys Frederick
Sandra Freeborn
Cindy Friedl
Mr. Alvin Fritz
Carolyn Frueh
Linda Fullerton
Robert Fullerton
Bruce Funk
Mario G. Garcia
Bob Gardner
K. Gardner
Hattie Garner
Marlis Garrido
Joanne Gates
Alvin Gay
Carol Geissinger
Jack George
Mary Georghiou
Betty Gerendasy
Richard Giacobbe
Lawrence Gibbs
Charles Gilmore
Gary Glaab
Mildred Glass
Myona L. Glover
Lorraine Gnecco
Eleanor Golub
Juan Gonzalez
Hillary Goodison-Orr
Johnetta Goodloe
William Goodrich
Irwin Gordon
Vivian Gordon
William Gordon
John Gotwalt
Dolores Gould
Raymond Graham
Judy Grant
Bill Graves
*The Harold Gray Trust
*The Helen W. Gray Trust
Sharman L. Greber
Karen Grech
Albert Greenberg
Dane Gregor
Lynette Griffith
Betty Lou Gross
Mr. Charles Haas
Carl Haga
Donald Hagstrom
Matthew Haine
Lillian Hald
David Hale
Rita Hale
Stanley Hall
Karen Hanratty
*The Robert & Lawanda Hanson Trust
Carole Hargaden
Stephen Harris
Constance Harris
Thomas Harvey
Alyson Harvey-Williams
Masud Hassan
Donald Hatala
Carmen Hatch
Elizabeth Hay
Richard Hayes
Carol Heller
John Henderson
Martha Henderson
Carol A. Henry
Harriet M. Herb
Gil Hernandez
Thomas High
Julia Hindle
Don Hinds
David Hirsch
Sharon Hodgson
Linda Jo C. Hoholik
Betty Hoke
Albert Holdener
Nancy Holmes
Clare Holmgren
Ida M. Holtsinger
Bernard Honan
Dennis Hong
Arnold Honne
Dulcy & Richard Hooper
Louise Hoover
Judith Horan
Lily L'opez Horsley
Jean Hosek
Arneedia Hoskins
M. Jane Hotchkiss
Rosemarie Howard
James Hugon
Susan Humphrey
Bonnie Hunter
Grace Hunter
Sherry Hunter
Tariq Husain
Sunya Hutchison
Becky Hyke
Michael Hynd
Patricia Hynes
Loeta Inokuchu
Paul Insolo
Kenneth & Sharon Ishida
*The Estate of Theodore Issacson
Esther Jaeckel
Peter Jarosewycz
Shirley Jefferson
Jean Jenkins
Edith Jerkins
Eloise Jimenez
*The Alan C. Johnson Charitable Trust
Delores Johnson
Joseph Johnson
Julie Johnson
Larry E. Johnson
Sally Johnson
Michael Jones
Alice Jones
Leonora Jordan
Margaret Jordan
Pamela Kane
Bea Kaufman
Marion Keen
Sophia Kellis
Doris Kelly
William Kelly
Charles Kennedy
Tong Yong (Andrew) Keum
Abdul Khan
Byung Ok Kim
Dorothy Kinderel
Naomi Kindsvater
Joann King
Kenneth King
Alice Kisner
Jerry Knast
Nancy Knutson
*Sadako Kodama
Walter Koenig
Luba Kolozi
Alfred Korn
Albert Kovalik
Francis Krafczyk
Mr. Richard V. Olson & Mr. Larry J. Kramer
Loretta Krause
Ralph Kuon
Patricia Kupahu
Robert Kutzen
L. Lalbott
James B. & Rae A. Lam
Carolyn Lamb
Marilyn Lane
Steven Lang
Edward Langdon
Kathryn Langdon
James Laux
Susan Laviolette
Iray Ledoux
Barbara Lee
Curtis & Violet Lee
Jackson Lee
Walter Lee
Arcelina Lee-Vitug
Alphee Lefebvre
Judith Lefebvre
Gerald Leisk
Judith Lender
*The Estate of Frank Raymond Leslie
Peter Levin
Charles Lewis
Lan Leyerer
Wayne Licker
Rebecca Lieberman
June Linberg
Donald Lines
Barry Lingle
Gerald Little
Helen Liu
Lorraine Livesay
Ellen M. Lockhoff
Thomas W. Lockhoff
Arnold Lockwood
Dale Long
L. Lorenzen
Dave Loucks
Jeannine Lucas
Sandra Lucento
Marcia Williams & Gene Lucero
P.K. Govind & Sally L. Luckenbach
Rosalie Lueck
Martin Lundquist
Louise Lynch
Damon Lynch
Roosevelt Lyons
Hugh & Marguerite MacDonald
Gerald Mackey
Ray Madrid
Alice Maeder
*The Estate of Billie R. Mahoney
Mark Maki
Marian Mann
Mary Mann
Richard Mann
George Manton
Rita Marcoccia
Robert Marker
Luella Markert
*Emily Ellen Markgraf
Donald Marshall
Mr. Myron Marshall
*The Estate of Dorothy Jeanette Martin
Charlotte Martin
Yolanda Martin
Linda Marts
James Masi
Manuel J. Sr. & Gloria E. Mathew
Sherri Matteo
Barbara Matthews
Donna Mazzone
Judith McCabe
Patricia McCalley
Norma McCaulla
Janet Mcdaniel
Florence McGonagle
Judith McGrath
Michael McHugh
Lula Mclemore
Marcia McMahon
Karen Mcmillion
John Mcnulty
Carl McNulty
*The Estate of Robert Charles McQuigg
Patricia Mecca
Irmgard Medved
Theresa Mefford
Phyllis Meise
Amparo Mejia
Margaret Melanson
Julia Mendoza
*James R. & Alice Di Meolo
Wynonia Mercer
*The Alice J. Merrick Trust
Edgar Meyer
Larry Meyer
Rosemarie Michelsen
Ruth Middleton
Delores Miller
John Mills
Allen & *Linda Minsky
Mary Belle Minton
Suzanne Miranda
Ken Mitchell
Eula Monroe
James E. Moore
Trudy Moore
Sharon Moran
L. Morgan
Betty Mosher
Boyd J. Mudra
Margaret Mull
James Murphy
Rita Murphy
Doris Murray
Patricia Myers
William M. Myers, Jr.
Jerry Nantz
Darlene Nattiel
James Nelson
Gary Nelson
Dorothy Neuhaus
Dennis Newport
Marylyn Newsom
*Ruth Nolte
Shirley Norkus
Elizabeth Nugent
Kathryn Nuzback
Janet M. Ocasio
B. O'Donnell
Leonard E. O'Hara
Marnay O'Neal
Anthony & Shirley Onesto
Edward Pago
Carol Paine
Roy Paisley
Kishore Palaniraja
Leslie A. Palm
A. Panarites
Nancy Panozzo
Theodora Parker
Kimberley Passeretti
Margot Joy Patrick
Sandra Patton
Helen Paul
Frank Peabody
Howard Pearson
Michael Pedicone
Jeanne Phillips & Bill Pendergraft
Lydia Perez
Dorothy Perrien
Ms. Carmen E. Perry
Tywanna Perry
Linda Peters
Michael Peters
Manitiane Peterson
Floy Peterson
Leon N. Phelps, Sr.
John Phillips
Grace Pierpont
John Pile
Joseph Pinski
Eleanor Pirozek
Ann Pleasant
*The Estate of Robert V. Poley
Patricia Pollard
T. Poncetta
*The Estate of Alfred W. Potter
Jonathan Potter
Walter Poulson
Barbara Powell
Monique Prather
Nick Pregent
Anne Prescott
Thomas Privett
Barbara Purtell-Frank
Helena Qi
Basil Quilici
Dr. Krishnan Raman
Ruben Ramos
Barbara Randolph
Kenneth Raudabaugh
Daniel Rees
Rita La Reice
Dennis Reis
Sheldon Resnikd
Audrey Reuter
Patsy Reuter
Dennis Rhode
Janet Ribeiro
Marcus Richardson
Joyce Riley
Patrick Riley
*The Estate of Robert F. Risola
Elizabeth Ritter
Patricia Rivers
Jacquie Roberts
Dennis Roberts
*Frank & Maria Robinson
Benoit Rodrigue
Richard Rosario
Wilfred La Rose
Robin Ross
Joseph Rosso
*The Estate of Nathan Roth
William Rowe
Tom Roye
Adelaide Ruffner
Mary Ann Rumplasch
Noel Russell
Ms. Reneé M. Russell
Ruth Rutheynolds
Elizabeth Ryan
George Ryan
Charlene Sakamoto
Katherine Salazar
*The Estate of Edward J. Sale
Abdus Saleem
Ralph Salvino
Joan Salway
Millie Sampley
Donna Sanson
Tomas Santiago
Carlos Santistevan
Nancy Savoy
Robert Schatteles
Julius Scheidel
Joseph Schiavo
Edward Schiffer
Gertrude Schmidt
Robert H. & Muriel M. Schmitz
Suzanne Scholz
Gail Schoppert
Ruth Schoppert
Corinne Schuler
Thomas Schuller
Edith Schwartz
J. Schwartzenberge
Judith Schy
Joseph Sclafani
Barbara Scott
Preston Scott
Sara Scott
Merle Scott
Joseph R. Selby
John Selep
John A. Sena
Barbara J. Service
Sandy Service
Shirley Shaffer
Bruce Shanks
Eugene Sharkey
Jeanne Sharkey
Louise Shell
Heather & Tim Sherman
Flora Shields
Edward Shore
Helen Shott
Bernadine Shotts
Helene Shubert
Robert Siddall
Glen Simmons
Mary Sinclair
Sheila Singer
Sher G. Singh
William Sipila
Daniella Siroskey
Irene Siroskey
Carl Sisk
Margaret Skenyon
Earlene Slattengren
Gary Smerek
Bettie Smith
Carol Smith
Cleo Smith
Harold Smith
Herbert Smith
Linda Smith
Sandra Smith
*Ms. Alice E. Smith-Abaté
Frank Sonleitner
Robert Sontag
Nancy Speidel
Mikhail Spektor
Kerry Spence
Leroy Spinkston
John Spring
*The Estate of Margaret Mary Stahelek
Mary Stahl
Theodore Stamuli
Michael Stanfill
Gene Steger
*Fred Steinel
Kathleen Stenersen
Phyllis Stephenson
In Memory of Mrs. Beatrice M. Stevens & Sadie R. Stevens
*The Estate of Peggy P. Stevenson
Alan Stiel
Erika Strunk
Thomas H. Stutzman
Augustus Swain
Bernice Swartley
Harvey Sweitzer
Sidney Swenson
Tammy Swick
Mary Swinger
Beverly Tadlock
Garrie Taft
Jessie Tarrillion
Drs. Frederick KJ. & Gloria A. Taylor
Susan Taylor
Richard Taylor
James Temple
In Memory of Mr. & Mrs. Charlie Thomas, Jr.
David Thompson
Karen Thorburn
Andrew Thorburn
Eva Thorne
Donna Thrall
Celia Tingley
Patricia L. Tolbert
James Tomaszek
Thomas Tomkiewicz
Kin-Ichi Toyama
Richard Tresselt
Judith Triche
Wayne Trier
*The Jessie Walker Revocable Trust
Barbara Turner
Don Turner
Mark Tweedy
M. Tyau
Dianna Uchida
*Grace Unrath
Raymond Uttaro
Guy Valenti
Linda Valentino
Susan Valletta
Mildred Vance
Ralph Vanderhei
Dennis VanderSchaaf
Ms. Gay Vanouwerkerk
Roy Vaughn
Samuel Velez
Ben Verde
Cynthia Verdell
Sharon R. Villano
John Votaw
Alice Walker
*The Laura I. Walker Trust
Philipp Wall
Verna Walters
Peter Walton
Susan Wang
Barbara Ward
Billy Ward
Virginia E. Washington
Percy Watson
James Weaver
Tonjia Webb
Michael Webster
David Weindorf
Doris Weindorf
William Wells
Drake Wells
James Wepplo
Joseph Wersching
Nancy Wesselman
Johnnie West-Farrar
*The Hilda R. White Living Trust
Thomas White
Beth & David Whitehead
Kimberly Wilbanks
Raymond Wildes
Donna Williams
Dorothy Williams
Huora L. Williams
Nora Williams
Odessa Williams
Preston Williams
Ellen Wilson
Helen Wilson
Rose Wilson
Arnester Winans
Virginia Wisse
Clyde Witherspoon
Sandra Witters
Gary Wolf
Thiam Wong
*The Estate of Hilda O. Wood
Richard Woodmancy
David Wylie
Elizabeth Wylie
Ruby York
A. Zaver
Thomas Zimmerman
Zlata Ziskind
This summary of financial information has been extracted from the AARP Foundation audited financial statements for the years ending December 31, 2022, and December 2021, and on which an independent public accounting firm expressed an unmodified opinion.
STATEMENTS OF FINANCIAL POSITION
As of December 31, 2022, and December 31, 2021 (in thousands)
ASSETS | 2022 | 2021 |
---|---|---|
Cash and cash equivalents | 9,563 | 12,118 |
Contributions receivable, net | 413 | 353 |
Grants receivable | 12,810 | 10,328 |
Prepaid expenses and other assets | 1,258 | 1,017 |
Investments | 618,527 | 656,865 |
Charitable gift annuity investments | 4,805 | 5,928 |
Program-related investments, net | 4,825 | 5,113 |
Property and equipment, net | 10,452 | 12,009 |
Total Assets | 662,653 | 703,731 |
LIABILITIES | ||
---|---|---|
Accounts payable and accrued expenses | 25,987 | 25,467 |
Due to affiliates | 6,062 | 1,879 |
Charitable gift annuities payable | 3,185 | 3,319 |
Bonds payable | 25,000 | 25,000 |
Total Liabilities | 60,234 | 55,665 |
NET ASSETS Net assets without donor restrictions: |
||
---|---|---|
Undesignated | 57,135 | 58,720 |
Board-designated quasi-endowment | 27,570 | 28,070 |
Board-designated operating reserves | 62,407 | 64,256 |
Total net assets without donor restrictions: | 147,112 | 151,046 |
Net assets with donor restrictions | 455,307 | 497,020 |
Total Net Assets | 602,419 | 648,066 |
Total Liabilities and Net Assets | 662,653 | 703,731 |
STATEMENTS OF ACTIVITIES
For the years ended December 31, 2022 and December 31, 2021 (in thousands)
OPERATING REVENUE | 2022 | 2021 |
---|---|---|
Grant revenue | 108,172 | 95,294 |
Contributions | 61,710 | 65,833 |
In-kind contributions | 54,346 | 49,158 |
Investment income designated for operations | 25,835 | 22,027 |
Other | 6,840 | 2,065 |
Total Operating Revenue | 256,903 | 234,377 |
EXPENSES Program Services: |
||
---|---|---|
Workforce Programs | 124,700 | 107,760 |
Tax and Credits Programs | 20,103 | 16,430 |
Experience Corps | 9,749 | 11,631 |
Impact areas and other programs | 31,798 | 32,029 |
Legal Advocacy | 6,363 | 6,608 |
Total Program Services | 192,713 | 174,458 |
Supporting Services | ||
---|---|---|
Fundraising | 27,479 | 28,328 |
Management and general | 23,868 | 22,366 |
Total Supporting Services | 51,347 | 50,694 |
Total Expenses | 244,060 | 225,152 |
Changes in Net Assets From Operations | 12,843 | 9,225 |
OTHER CHANGES IN NET ASSETS | ||
---|---|---|
Investments (loss) return in excess of amounts designated for operations | (58,264) | 57,137 |
Changes in value of charitable gift annuities | (226) | (188) |
Change in Net Assets | (45,647) | 66,174 |
Net Assets, Beginning of Year | 648,066 | 581,892 |
Net Assets, End of Year | 602,419 | 648,066 |
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 communities across the country.
Contributions
Grant Revenue
In-Kind Contributions
Investment Income and Other
Programs
Fundraising
Management and General
Libby Sartain, Chair
Diane D. Miller, Vice Chair
Hon. Patricia Banks
Robert Blancato
Margot James Copeland
Ann G. Daw
Gregory J. Dyson
Betty J. Hudson
Susan Werth
Claire Casey, President 2023
Emily Allen, Interim President 2022, Senior Vice President, Foundation Programs
William Alvarado Rivera, Senior Vice President, Foundation Litigation
Patricia D. Shannon, Chief Financial Officer and SVP, Strategy, Innovation, Evaluation, Finance, Grants, Operations, Technology and Research
David Whitehead, Senior Vice President & Chief Development Officer
1 AARP Foundation SCSEP is funded by a $46,889,529 grant from the U.S. Department of Labor. This funding provides 90% of the support for SCSEP, with AARP Foundation matching 10%.
2 Schramm, J. (2023). (rep.). Employment Data Digest (table 2). AARP Public Policy Institute. Retrieved July 19, 2023, from https://www.aarp.org/content/dam/aarp/ppi/topics/work-finances-retirement/employers-workforce/june-2023-employment-digest.pdf.coredownload.pdf.
3 Statista Research Department. (2023, January 10). Minimum wage by state U.S. 2023. Statista. https://www.statista.com/statistics/238997/minimum-wage-by-us-state/ [Internal analysis of dataset.]
4 Vigil, A. (2022). Trends in Supplemental Nutrition Assistance Program Participation Rates: Fiscal Year 2016 to Fiscal Year 2020. U.S. Department of Agriculture, Food and Nutrition Service, Office of Policy Support. Retrieved July 19, 2023, from https://www.fns.usda.gov/research-and-analysis.
5 Lampkin, C. (2022). (rep.). Food Security Focus: Experiences with the SNAP program — AARP Survey of Adults Ages 50 and Older regarding SNAP (pp. 3–4). Washington, DC: AARP Research. Retrieved July 19, 2023, from https://doi.org/10.26419/res.00569.002.
6 Noel-Miller, C. (2023). Beneficiaries in Traditional Medicare: Out-of-Pocket Spending for Health Care (p. 6). AARP Public Policy Institute. Retrieved July 19, 2023, from https://doi.org/10.26419/ppi.00184.001.
7 National Council on Aging. (2022, September 3). Take-Up Rates in Medicare Savings Programs and the Part D Low-Income Subsidy (issue brief). Retrieved July 19, 2023, from https://ncoa.org/article/take-up-rates-in-medicare-savings-programs-and-the-part-d-low-income-subsidy.
8 Bureau of Labor Statistics, U.S. Census Bureau (2022). Consumer Expenditure Survey (CES) Public Use Microdata Sample (PUMS), 2021 [Data set]. Bureau of Labor Statistics. Retrieved February 5, 2023, from https://www.bls.gov/cex/pumd.htm.
9 Bureau of Labor Statistics, U.S. Census Bureau (2022). Consumer Expenditure Survey (CES) Public Use Microdata Sample (PUMS), 2021 [Data set]. Bureau of Labor Statistics. Retrieved February 5, 2023, from https://www.bls.gov/cex/pumd.htm.
10 Joint Center for Housing Studies of Harvard University. (2019, October 9). Housing America’s Older Adults 2019. https://www.jchs.harvard.edu/sites/default/files/reports/files/Harvard_JCHS_Housing_Americas_Older_Adults_2019.pdf.
11 Pollitz, K., Rae, M. (2020, June 9). Trends in Workplace Wellness Programs and Evolving Federal Standards. KFF. https://www.kff.org/private-insurance/issue-brief/trends-in-workplace-wellness-programs-and-evolving-federal-standards/.
12 Arnold, C. (2019, October 3). “‘Why Is There Nothing Left?’ Pension Funds Failing at Catholic Hospitals.” Morning Edition broadcast. NPR. Retrieved July 19, 2023, from https://www.npr.org/2019/10/03/763512852/why-is-there-nothing-left-pension-funds-failing-at-catholic-hospitals.
13 American Health Care Association. (2023). State of the Nursing Home Industry: Survey of 524 nursing home providers highlights persistent staffing and economic crisis. Retrieved July 19, 2023, from https://www.ahcancal.org/News-and-Communications/Fact-Sheets/FactSheets/SNF-Survey-December-2022.pdf.