AARP Foundation

The AARP Foundation is the charitable, education, and litigation arm of the left-leaning special interest and lobbying group AARP. In 2017, the AARP Foundation received more than $90 million in federal grant money. 1

At-A-Glance

Formation:

1996

Location: Washington, DC View on map
Tax ID: 52-0794300
Most Recent Filing: 2024
Budget (2024): Assets: $727,968,863 Revenue: $202,932,133 Expenses: $194,382,273

Contents

    The Foundation was established by AARP in 1996 after a federal law blocked AARP and other lobbying organizations from receiving federal funds. The foundation served as a new, legally distinct vehicle to receive and administer the millions in federal funds that had previously gone directly to AARP. 2

    AARP and the AARP Foundation are headquartered in the same building in Washington, D.C., and they share the same website. 23  In 2017, AARP contributed $100 million to the foundation. The AARP Foundation also gave a $4.9 million grant to AARP for charitable work conducted on the foundation’s behalf.” 1

    A key activity of the AARP Foundation is its legal advocacy department, which frequently engages in litigation to advance its aims. It calls itself a public interest law firm “at the intersection of aging and social justice” that, while ostensibly dedicated to advancing the interests of people over 50, also promotes left-of-center economic issues. 4

    Programs and Activities

    Foundation programs are funded by grants, tax-deductible contributions, and AARP contributions. Key areas of focus are hunger, income, housing, and social isolation. 5 The AARP Foundation’s longest running program is its Tax-Aide program, which provides free tax preparation assistance for seniors. 6

    In 2018, the AARP Foundation implemented new policies to force taxpayers who participate in the Tax-Aide program to hand over private taxpayer data. Under the new rules, taxpayers will be asked whether they can speak and read English, their race, gender, size of household, income and veteran and disability status. In addition, AARP will have access to full tax returns, which include addresses, phone numbers, Social Security numbers and other personal information. 7

    Some Tax-Aide volunteers resigned in protest over the new data collection rules. The AARP Foundation was forced to shut down five Tax-Aide sites in Arizona after too many volunteers quit in protest over the way seniors’ data was collected and used. 7

    In October of 2019, the foundation launched a MySavingsJar Program to help low-income older adults save for unanticipated expenses. 8

    In addition to its own programs, the Foundation issues grants to organizations that assist seniors, including in areas such as food, housing, and social mobility. 9

    The foundation’s tax returns for 2017 reveal that it paid the Miami Dolphins football team more than $1.4 million for “volunteer engagement.”

    The foundation’s tax returns for 2017 reveal that it paid the Miami Dolphins football team more than $1.4 million for “volunteer engagement.” 10

    The foundation is well-funded and among the larger nonprofits in the United States, reporting $203 million in revenue in 2022. The foundation spends over $2 million annually on direct mail fundraising expenses and presumably raises funds from hundreds of thousands or millions of individuals as well as corporate and private foundation sources. The group’s 501(c)(3) status allows it collect tax-deductible donations. 11

    Grantmaking

    The AARP Foundation provides grants to over 100 organizations annually, with amounts ranging from $5,000 to over $1 million. The foundation’s website states that the foundation focuses on funding in stats with higher rates of senior poverty with a focus on “on achieving equitable outcomes for older adults who are struggling, with specific objectives of increasing income and earnings, securing benefits, and helping older adults gain access to refunds for which they’re eligible.” The single largest grant recipient of the AARP Foundation is the AARP, which receives payments in return for charitable work conducted by the AARP on behalf of the AARP Foundation. In 2022, the AARP Foundation transferred $4.2 million to the AARP. 11 12

    Other grantees of the AARP Foundation include Older Adults Technology Services, the Human Rights Campaign’s Aging People in Prison Project, Elder Law of Michigan, Father Matters, Feeding Texas, the Medicare Rights Center, and dozens of state and local food banks. 11

    Legal Advocacy

    The AARP Foundation frequently engages in litigation to advance its aims, including on behalf of entities and individuals who are not members of the AARP. The foundation’s legal advocacy department calls itself a public interest law firm “at the intersection of aging and social justice” that, while ostensibly dedicated to advancing the interests of people over 50, also promotes left-of-center economic issues. The AARP Foundation’s senior vice president for legal advocacy is William Rivera, who served as deputy chief counsel in the Department of Health and Human Services in the Obama administration 13 The legal advocacy department both engages directly in litigation and filing of amicus briefs in Supreme Court cases. 4

    The foundation states that “AARP Foundation attorneys advocate for systemic change in federal and state courts nationwide to advance the legal rights and interests of people 50 and older, particularly those who are vulnerable and have low income.” The foundation authors an annual Supreme Court review that tracks cases in issues areas including consumer protection, disabilities, employment discrimination, employee benefits, healthcare, housing, and election law. 4 14

    The AARP Foundation filed an amicus brief in the U.S. Supreme Court to support litigation claiming that federal law forbidding discrimination based on gender also applies to sexual orientation. 15

    In October 2019, the AARP Foundation filed a lawsuit against the Roman Catholic Diocese of Albany after its pension fund collapsed, claiming that it owed money to workers. 16

    The AARP Foundation has filed a class action on behalf of Yale University employees over requirements around the school’s Health Expectation wellness program. 17 The AARP Foundation previously sued the Equal Employment Opportunity Commission in 2016 in a case similar to the Yale lawsuit over rules allowing for the implementation of financial rewards in exchange for the sharing of personal health information in “voluntary” wellness programs. 17

    The AARP Foundation also filed an amicus brief arguing the government can compel drug makers to disclose pharmaceutical prices. 18

    In 2024, the AARP Foundation filed a class action lawsuit against Raytheon alleging age discrimination in hiring. Other cases filed in 2023 and 2024 included a challenge to Facebook’s ad targeting practice on age discrimination grounds, multiple suits against nursing home companies, and a suit against a reverse mortgage lender alleging predatory practices, among several others. 4 19

    Also in 2024, the AARP Foundation filed an amicus brief supporting a challenge to an election integrity law in Texas, alleging that it violated the Civil Rights Act of 1964 to require mail-in absentee voters to put their voter ID number on their ballot application and envelope. 20

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $727,968,863 $202,932,133 $194,382,273 View
    2023 $693,172,214 $175,249,637 $191,925,498 View
    2022 $662,653,314 $203,216,966 $195,405,209 View
    2021 $703,184,035 $254,163,099 $181,584,159 View
    2020 $636,519,309 $186,546,543 $173,261,974 View

    Prior year filings: 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011

    Revenue Detail

    Expenses Detail

    Employee Compensation

    • Number of Employees: 368

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Patricia D ShannonCFO & SENIOR VICE PRESIDENT$492,831
    Claire CaseyPRESIDENT$490,291
    Emily S AllenSVP – PROGRAMS$386,451
    William A RiveraSVP – LITIGATION$363,132
    Brittany FeinsonSVP – MARKETING & COMMUNICATIONS$338,169
    Demetrios AntzoulatosVP – FINANCE, GRANTS, & OPS$320,498
    Marc McDonaldVP – INTEGRATION (UNTIL 4/12/24)$317,264
    Stephen VenuteVP – CORP & FDN RELS (UNTIL 11/4/24)$300,886
    Kelly BagbyVP – LITIGATION$296,136
    Mindy FeldbaumDIRECTOR – PROGRAMS$284,680
    Shelley GoodeSVP & CHIEF DEV OFFICER (AS OF 4/1/24)$225,856
    Alexander Van KemenadeSVP – IMPACT & ANALYTICS (AS OF 8/19/24)$194,327

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $442,170,910
    • Number of Grants: 2,010
    • Number of Funders: 603

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $12,868,2002024 National Caucus and Center on Black Aging IncEMPLOYMENT
    $12,179,3482023 National Caucus and Center on Black Aging IncEMPLOYMENT
    $10,767,4252022 National Caucus and Center on Black Aging IncSEP MI AND MO
    $10,414,9622020 AARPGeneral support
    $9,024,2812020 National Caucus and Center on Black Aging IncSEP MI AND MO
    $8,492,5442021 National Caucus and Center on Black Aging IncSEP MI AND MO
    $7,766,8382021 AARPGeneral support
    $6,000,0002022 TIDES FOUNDATIONHEALTHY INDIVIDUALS AND COMMUNITIES
    $5,178,3962024 Easter Seals, Inc.DISABILITY SERVICES
    $5,000,0002020 United Health FoundationUHF COVID-19 DONATION TO AARP FOUNDATION
    $3,809,0002022 Robert Wood Johnson FoundationTo support the Future of Nursing: Campaign for Action (Campaign) in continuing to mobilize the Campaign's stakeholders as change agents; to disrupt structural barriers to health equity; to increase access to care; and to promote a more diverse nursing workforce.
    $3,491,8592022 AARPGeneral support
    $2,998,2602024 NATIONAL EXPERIENCED WORKFORCE SOLUTIONSSUB-AWARD UNDER DOL SCSEP PROGRAM
    $2,962,1472022 NATIONAL EXPERIENCED WORKFORCE SOLUTIONSSUB-AWARD UNDER DOL SCSEP PROGRAM
    $2,809,0172023 NATIONAL EXPERIENCED WORKFORCE SOLUTIONSSUB-AWARD UNDER DOL SCSEP PROGRAM
    $2,126,6162021 NATIONAL EXPERIENCED WORKFORCE SOLUTIONSSUB-AWARD UNDER DOL SCSEP PROGRAM
    $2,016,5002021 TIDES FOUNDATIONHEALTHY INDIVIDUALS AND COMMUNITIES
    $2,000,0002023 TIDES FOUNDATIONHEALTHY INDIVIDUALS AND COMMUNITIES
    $1,883,7402020 NATIONAL EXPERIENCED WORKFORCE SOLUTIONSSUB-AWARD UNDER DOL SCSEP PROGRAM
    $1,327,2592023 AARPGeneral support
    $864,9592024 Robert Wood Johnson Foundation79608 DISRUPTING STRUCTURAL BARRIERS TO HEALTH EQUITY BY TAPPING THE FULL POTENTIAL OF A DIVERSE NURSING WORKFORCE TO INCREASE ACCESS TO CARE
    $750,0002021 Robert Wood Johnson Foundation
    $514,3832024 AARPGeneral support
    $410,3532022 The SCAN FoundationTHIS PROJECT CO-FUNDED BY THE COMMONWEALTH FUND SUPPORTS THE DEVELOPMENT OF THE 2023 LTSS SCORECARD WHICH RANKS ALL 50 STATES ON HOW WELL THEY ARE PROVIDING LTSS.
    $387,7332021 Fidelity Investments Charitable Gift FundFor grant recipient's exempt purposes

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $141,557,045
    • Number of Grants: 893
    • Number of Recipients: 553

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $4,248,9122022 AARPCharitable work conducted on behalf of AARP Foundation
    $1,800,0002022 Older Adults Technology Services IncGrant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
    $1,794,6922023 Older Adults Technology Services IncGrant to support AARP Foundation's Digital Skills Ready @ 50+ Workforce program
    $1,063,6962021 AARPCHARITABLE WORK CONDUCTED ON BEHALF OF AARP FOUNDATION
    $1,000,0002023 Wish of a Lifetime® From AARPGrant to support AARP Foundation's Social Connectivity program
    $788,3222024 Older Adults Technology Services IncGRANT TO SUPPORT AARP FOUNDATION'S ECONOMIC MOBILITY PROGRAM
    $750,0002020 Meals on Wheels AmericaDONATION TO SUPPORT AARP FOUNDATION'S FOOD SECURITY PROGRAM
    $677,1472024 University of California College of the Law San FranciscoGRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
    $638,9732022 Benefits in ActionGrant to support AARP Foundation's Benefits program
    $633,4202020 Ochin IncGRANT TO SUPPORT AARP FOUNDATION'S ISOLATION PROGRAM
    $579,2502020 Mercy Housing, Inc.GRANT TO SUPPORT AARP FOUNDATION'S ISOLATION AND HOUSING PROGRAMS
    $578,9692023 Code for America Labs IncGrant to support AARP Foundation's Benefits program
    $540,0002021 Benefits Data Trust C/o Lynn E Feldman EsqGRANT TO SUPPORT AARP FOUNDATION'S SNAP BENEFITS PROGRAM
    $531,5422024 Code for America Labs IncGRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
    $525,0002022 INFO LINE of San Diego CountyGrant to support AARP Foundation's SNAP benefits program
    $500,0002025 Multiple RecipientsAARP Foundation, the charitable arm of AARP, has created a relief fund to support those who have been impacted by the recent Los Angeles-area wildfires. To assist wildfire victims, including many older adults who have lost homes and possessions, AARP matched, dollar for dollar, the first $500,000 in contributions. That goal was surpassed in just over 24 hours, resulting in more than $1 million raised. All the money donated to the fund will go to organizations on the ground providing relief and assistance to disaster victims.
    $500,0002020 Association of Community Action Partnerships of LouisianaAARP FOUNDATION DISASTER RELIEF GRANT
    $470,0002021 Southeast Louisiana Legal Services CorpAARP FOUNDATION DISASTER RELIEF GRANT
    $450,0002024 Network of Jewish Human Service AgenciesGRANT TO SUPPORT AARP FOUNDATION'S ADVANCING ECONOMIC OPPORTUNITY PROGRAM
    $450,0002022 Benefits Data Trust C/o Lynn E Feldman EsqGrant to support AARP Foundation's SNAP benefits program
    $450,0002022 Chinese Community Center IncGrant to support AARP Foundation's Benefits program
    $450,0002022 L A FAMILY HOUSING CORPORATIONGrant to Improved Financial Stability for Older Adults Experiencing Homelessness in Los Angeles
    $450,0002021 Ecumenical Social Action Committee IncGRANT TO SUPPORT AARP FOUNDATION'S BENEFITS PROGRAM
    $449,4182020 University of Southern CaliforniaGRANT TO SUPPORT AARP FOUNDATION'S INCOME PROGRAM
    $445,1042022 MHP SaludGrant to support AARP Foundation's Benefits program

    References

    1. “Return of Organization Exempt from Income Tax.” AARP Foundation form 990. 2017. https://990s.foundationcenter.org/990_pdf_archive/520/520794300/520794300_201712_990.pdf
    2. Carlisle, John. “Special Report: How the Federal Government Subsidizes AARP.” Published May 2009. Accessed October 27, 2019. https://nlpc.org/wp-content/uploads/2009/05/AARP-Special-Report.pdf
    3. See the “Contact us” pages for both the AARP Foundation https://giftplanning.aarp.org/contact-us and the AARP https://www.aarp.org/about-aarp/contact-us/?intcmp=AE-HP-FTR-CONTACT.
    4. “Legal Advocacy.” AARP Foundation. Accessed November 24, 2024. https://www.aarp.org/aarp-foundation/our-work/legal-advocacy/?intcmp=FDN-LEGAL-ADVOCACY-HOMEPAGEPROMO
    5. AARP Foundation Homepage. AARP.org. Accessed October 28, 2019. https://www.aarp.org/aarp-foundation/
    6. Adler, Sarah Elizabeth. “Find Free Tax Prep Help Near You.” AARP.org. February 12, 2019. Accessed October 28, 2019. https://www.aarp.org/money/taxes/info-2018/aarp-tax-help-fd.html
    7. Sanders, Rebekah. “Tax advisers flee AARP program over data use, privacy concerns.” AZ Central. Nov. 18, 2018. Accessed October 28, 2019. https://www.azcentral.com/story/money/business/consumers/2018/11/18/aarp-close-tax-aide-prep-scottsdale-seniors-privacy/1893909002/
    8. Press release. “AARP Foundation Launches MySavingsJar Program Aimed At Helping Older Adults Do More With Their Money.” Oct 07, 2019. Accessed October 27, 2019. https://www.prnewswire.com/news-releases/aarp-foundation-launches-mysavingsjar-program-aimed-at-helping-older-adults-do-more-with-their-money-300933055.html
    9. “Grants.” AARP.org. October 27, 2019. https://www.aarp.org/aarp-foundation/grants/
    10. Return of Organization Exempt from Income Tax. AARP Foundation. 2017.
    11. Return of Organization Exempt from Income Tax. AARP Foundation. 2022. https://projects.propublica.org/nonprofits/organizations/520794300/202333079349300323/full
    12. “Grants.” AARP Foundation. Accessed November 24, 2024. https://www.aarp.org/aarp-foundation/grants/
    13. William Rivera. Linkedin. Accessed October 27, 2019. https://www.linkedin.com/in/billyriv/
    14. “2024 Supreme Court Preview.” AARP Foundation. Accessed November 24, 2024. https://www.aarp.org/aarp-foundation/our-work/legal-advocacy/2024-supreme-court-preview/
    15. Press Release. “AARP Backs Federal Efforts to Better Lives of LGBT Older Americans.” Accessed October 27, 2019. https://www.goldrushcam.com/sierrasuntimes/index.php/news/local-news/19281-aarp-backs-federal-efforts-to-better-lives-of-lgbt-older-americans
    16. Satter, Marlene. “AARP Foundation takes on hospital, church over worker pensions.” October 16, 2019. Accessed October 27, 2019. https://www.benefitspro.com/2019/10/16/aarp-foundation-takes-on-hospital-church-over-worker-pensions/?slreturn=20190927141305
    17. Truong, Kevin. “AARP Foundation files class action suit against Yale University over employee wellness program.” Jul 17, 2019. Accessed October 27, 2019. https://medcitynews.com/2019/07/aarp-foundation-files-class-action-suit-against-yale-university-over-employee-wellness-program/?rf=1
    18. Inserro, Allison. “AARP, HHS File Briefs in DTC Case Over Drug Prices.” The Center for Biosimilars. October 02, 2019. Accessed October 28, 2019. https://www.centerforbiosimilars.com/news/aarp-hhs-file-briefs-in-dtc-case-over-drug-prices
    19. “Recent Litigation Cases.” AARP Foundation. Accessed November 24, 2024. https://www.aarp.org/aarp-foundation/our-work/legal-advocacy/afl-docket-recent-litigation-cases/
    20. “Recent Litigation Cases.” AARP Foundation. Accessed November 24, 2024. https://www.aarp.org/aarp-foundation/our-work/legal-advocacy/afl-docket-recent-amicus-cases/