ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-11
- IRS object ID
- 202431029349100008
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T08:56:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cover & Rossiter PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 Centerville Road Suite 100 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510349682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AstraZeneca HealthCare Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASTR | BusinessNameControlTxt |
| Phone | 3028863000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Concord Pike | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198502910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Theresa Rogler | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 3028863000 | PhoneNum |
| Signature | 2024-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Theresa | PersonFirstNm |
| Person Last | Rogler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter S Kennedy CPA | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2024-04-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,732,201 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $336,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,340,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,654,846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,991,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,451 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,619 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,581 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,534 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,685 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $630,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $616,453 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,594 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,643 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $411,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $428,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,135,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,128,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,171,839 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,171,839 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,307,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,300,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,315,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,967 | CashBOYAmt |
| Cash EOY | $54,496 | CashEOYAmt |
| Cash EOYFMV | $54,496 | CashEOYFMVAmt |
| Grants Receivable BOY | $36,370,220 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $34,025,066 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $34,025,066 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $5,599,657 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,650,839 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,650,839 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,101 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,991,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,732,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,732,201 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $116,966 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $119,465 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $116,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,465 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,689,869 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,380,251 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $20,185,110 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $21,232,485 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,874,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,612,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,991,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,732,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,874,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,315,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,731 | OtherIncreasesAmt |
| Subtotal | $40,613,820 | SubtotalAmt |
| Other Decreases | $1,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,612,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Money Market Sales | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $3,340,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,340,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,017 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,017 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,800 | OverpaymentAmt |
| Applied To ES Tax | $1,800 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | See Part XV | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AstraZeneca HealthCare Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3028863000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Concord Pike | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198505437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W BLASETTO MD MPH FACC | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| CHRISTINE BLOOMQUIST | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | PRESIDENT (UNTIL 6/23) | 2.00 | $0 | $0 | $0 |
| MARIAM KOOHDARY | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID E WHITE | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TREASURER | 2.00 | $0 | $0 | $0 |
| THERESA ROGLER | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KEITH BURNS | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KEVIN DURNING | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| RACHELE BERRIA MD PHD | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MATTHEW DIGGONS | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARRY MANN MD FACS | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE (FROM 2/23) | 2.00 | $0 | $0 | $0 |
| L KRISTIN NEWBY MD MHS | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAYLE PORTER PSYD | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MIKA SOVAK MD PHD | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARTHA ORZECHOWSKI | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | EXECUTIVE DIRECTOR (UNTIL 1/23) | 12.00 | $0 | $0 | $0 |
| BRIDGET THERRIAULT | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | EXECUTIVE DIRECTOR (FROM 1/23) | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HUNTSWORTH HOLDING INC DBA EVOKE KYNE | |||||
| 300 VESEY ST 10TH FLOOR | NEW YORK | NY | 10282 | CONSULTANT | $380,741 |
| KELLY SERVICES INC | |||||
| PO BOX 820405 | PHILADELPHIA | PA | 19182 | STAFFING | $321,784 |
| R LORRAINE BERNOTSKY CONSULTING LLC | |||||
| 348 WATERLOO BLVD APT 412 | EXTON | PA | 19341 | CONSULTANT | $55,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Program Reporting & Evaluation:Connections for Cardiovascular Health (CCH) Next Generation grant awardees submit program reports and receive evaluations three times per grant year which help identify outcomes and areas that may need addressed. After receiving the evaluation, grant awardees may be asked to submit action plans to ensure they meet program goals by year-end. Grant awardees have regular access to Foundation staff and university partners for assistance. At year-end, all six organizations met or exceeded their objectives overall on their evaluations. Separately, Creating Health Access for Next Generation Equity (CHANGE) grant awardees participate in a monthly community advisory board (CAB) with the Foundation and university partners for capacity-building support and to establish a reporting and evaluation framework to assess improvements in access to quality healthcare. | Description1Txt |
| Expenses1 | $302,924 | Expenses1Amt |
| Description2 | Educational Sessions:As part of the Foundation's CCH Next Generation Mentorship Program, regular engagement calls and educational webinars are held to support grant awardee organizations in building capacity to successfully deliver impactful programs. During this past year, the Foundation and its university evaluation partners worked with CCH Next Generation grant awardees to assess strengths and weaknesses for sustainability and develop program sustainability action plans to ensure organizations are well positioned to continue their programs beyond Foundation funding. Additionally, a learning forum brought together longstanding CCH Next Generation grant awardees and new CHANGE awardees to foster connections and share lessons learned through a panel session and roundtable discussions. | Description2Txt |
| Expenses2 | $31,266 | Expenses2Amt |
| Description3 | Communications & Dissemination:The Foundation works to amplify the work of grant awardee initiatives as well as the importance of health equity commitments through communications activities such as social media, its Annual Report, an e-mail distribution to the Foundation's mailing list of over 2,000 individuals, videos and blog posts. Additionally, in 2023, the Foundation supported CCH Next Generation grant awardees in their efforts to raise awareness for their programs and further build capacity in communications through providing a monthly e-newsletter with social media tips and resources, as well as templates for social media and press releases. In alignment with its commitment to sharing lessons learned, the Foundation also disseminated its Mentorship Program Toolkit, which offers effective practices from its impactful Mentorship Program and serves as a roadmap for other philanthropic and nonprofit organizations interested in developing a mentorship program of their own. | Description3Txt |
| Expenses3 | $590,160 | Expenses3Amt |
| Description4 | Application & Grant Process Review:In 2023, the Foundation offered several capacity-building activities to support CHANGE grant applicants in developing impactful applications: a webinar with tips, examples and resources; a strong sample application; office hours to ask questions; and a Guide for Strengthening Proposals for organizations requesting feedback on initial applications not selected. A multi-tier grant review process was conducted to evaluate applications and identify organizations offering innovative, community-engaged approaches to improving access to quality healthcare with the greatest potential for success. The Board of Trustees selected the final applicants for funding. Additionally, a separate grant review process was held to vet Health Equity Grant applications from previous CCH Next Generation grant awardees and ensure that each application met requirements. All Health Equity Grant applications were recommended for approval by the Board. | Description4Txt |
| Expenses4 | $102,312 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,989,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,400,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,400,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,289,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,217 | TotalTaxAmt |
| Distributable Before Adj | $360,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $360,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $360,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,300,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,300,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,785,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,419,199 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,587,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,436,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,265,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,494,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,300,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $360,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,940,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,434,925 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,785,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,649,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,419,199 | ExcessFromYear4Amt |
| Excess From Year3 | $1,587,960 | ExcessFromYear3Amt |
| Excess From Year2 | $1,436,769 | ExcessFromYear2Amt |
| Excess From Year1 | $1,265,691 | ExcessFromYear1Amt |
| Excess From Current Year | $2,940,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Submit via website | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3028863000 | RecipientPhoneNum |
| Form And Info And Materials | Applications are only accepted on the Foundation's website; www.astrazeneca-us.com/sustainability/healthcare-foundation.html | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See statement 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement 16 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS Resource Alliance Inc | |||||||
| 500 West Third Street | Williamsport | PA | 17701 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $249,953 |
| Camino Community Development Corp Inc | |||||||
| 133 Stetson Drive | Charlotte | NC | 28262 | None | 509(a)(2) | Support for Health Equity Initiatives | $120,000 |
| Charitable Pharmacy of Central Ohio | |||||||
| 200 E Livingston Ave | Columbus | OH | 43215 | None | 509(a)(1) | Support for Health Equity Initiatives | $120,000 |
| Community Volunteers in Medicine | |||||||
| 300 B Lawrence Drive | West Chester | PA | 193809823 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $250,000 |
| Good News Clinics Inc | |||||||
| PO Box 2683 | Gainesville | GA | 30503 | None | 509(a)(1) | Support for Health Equity Initiatives | $120,000 |
| Health Care for the Homeless Inc | |||||||
| 421 Fallsway | Baltimore | MD | 21202 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $250,000 |
| Healthvisions Midwest Inc | |||||||
| 3700 179th Street | Hammond | IN | 46323 | None | 509(a)(1) | Support for Health Equity Initiatives | $120,000 |
| Individuals | |||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | None | N/A | Employee Disaster Relief Program | $1,521 |
| LCH Health and Community Services | |||||||
| 731 West Cypress Street | Kennett Square | PA | 19348 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $250,000 |
| Mary's Center for Maternal and Child Care Inc | |||||||
| 2333 Ontario Road NW | Washington | DC | 200092627 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $200,365 |
| Montgomery Area Community Wellness Coalition | |||||||
| 3060 Mobile Highway | Montgomery | AL | 36108 | None | 509(a)(1) | Support for Health Equity Initiatives | $120,000 |
| Oklahoma City Indian Clinic | |||||||
| 4913 W Reno | Oklahoma City | OK | 73127 | None | 509(a)(1) | Support for Health Equity Initiatives | $120,000 |
| SOME Inc | |||||||
| 71 O Street NW | Washington | DC | 20001 | None | 509(a)(1) | Operational support - Creating Health Access for Next Generation Equity Program | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,171,839 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336,451 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Pledge Discount | Desc |
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $1,654,846 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,654,846 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,991,297 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Amortization of discount on pledges receivable. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,534 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,685 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Creating Health Access for Next Generation Equity (CHANGE) | Part XIV, Line 2c | 2023 Creating Health Access for Next Generation Equity Criteria:About the Creating Health Access for Next Generation Equity (CHANGE) Program The AstraZeneca Foundation is committed to advancing health equity in the US to ensure that everyone has a fair and just opportunity to attain their highest level of health. The Foundation works to accomplish this by supporting nonprofit organizations with initiatives that address social determinants of health, or the conditions in which people are born, grow, live, work and age that impact health. As an important determinant of health outcomes, a key priority for the Foundation is improving access to timely and quality healthcare services for people experiencing disadvantages due to their race, ethnicity, gender, gender identity, sexual orientation, age, income, socioeconomic status, ability, citizenship status, limited English proficiency, literacy, housing status, geographic location or any other barriers to accessing healthcare. The Foundation recognizes that access to quality healthcare can be a challenge due to barriers such as a lack of health insurance, transportation, employment and general socioeconomic status, among other factors. Accordingly, the AstraZeneca Foundation has established the Creating Health Access for Next Generation Equity (CHANGE) program. The CHANGE program awards Foundation grants to U.S.-based, nonprofit 501(c)(3) organizations or similar nonprofit organizations working to advance health equity and improve access to quality healthcare in their communities. The intent of the grants is to provide general operating support for organizations working in innovative, collaborative ways at the community level to help improve access to quality healthcare in their community during the grant year and beyond. Our aim is for funded organizations to maximize the benefit to community members and community-based organizations and to work toward continuing their services beyond potential AstraZeneca Foundation funding. The nonprofit organization must meet the following key criteria: 1. Serve communities in Delaware, Maryland, Pennsylvania and/or Washington D.C. 2. Demonstrate a commitment to health equity by working to improve access to quality healthcare for people experiencing disadvantages due to the race, ethnicity, socioeconomic status and/or more. 3. Provide culturally responsive services to help improve access to quality healthcare including but not limited to 1) providing access to care services and coordination of care, 2) mitigating barriers that impact access to care services and/or 3) improving cultural responsiveness of organizations. Funding priorities for 2023 include: o Organizations promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers. o Organizations establishing new partnerships and broader coalitions of community-based organizations or expanding existing partnerships with the intent of breaking down institutional silos and facilitating access to quality healthcare through inter-institutional collaboration. Organizational Criteria o To qualify for a Foundation grant, an organization is required to be a U.S.-based, nonprofit organization with a 501(c) designation or a public school, government entity or municipal institution that is eligible to accept tax-deductible, charitable contributions. Organizations that are a 501(c)(3) and also have an IRS designation as a 509(a)(3) are ineligible for funding. o After submitting the application, organizations cannot make substantive changes to their tax status. Once selected for a grant award, organizations cannot reassign, transfer or credit their grant to another entity, including any related entity, without prior written approval by the Foundation. Any changes in an organization's tax status after submitting the application or being selected for a grant award must be reported immediately and may impact the organization's eligibility to receive the grant. o The organization must be based in the United States or its territories and serve communities in at least one of the following locations: Delaware, Maryland, Pennsylvania or Washington DC. o The organization must have a minimum of three years prior programming/services helping to improve access to quality healthcare. If applying with fewer than three years' experience, specific emphasis must be placed on why this innovation should be tested and funded in the absence of significant experience. Funding Criteria o The Foundation will fund requests between $200,000 and $250,000 for the first year, which may be renewed on an annual basis for up to two additional years. There is no guarantee of funding. o Organizations that are selected as finalists and invited to submit a full application in late June will need to indicate the amount requested and include a detailed budget at that time. o Funded organizations must meet objectives to be considered for continued funding. Organizations not meeting objectives will be considered on a case-by-case basis by the Board of Trustees. Priority Communities o Organizations must demonstrate a commitment to health equity by working to improve access to quality healthcare for people experiencing disadvantages due to their race, ethnicity, gender, gender identity, sexual orientation, age, income, socioeconomic status, ability, citizenship status, limited English proficiency, literacy, housing status, geographic location or any other barriers to accessing healthcare. o Additional preference will be given to organizations that provide services in areas of low income and/or remote/rural areas.Focus Areas/Services o Organizations must provide culturally responsive services to help improve access to quality healthcare while considering the social determinants of health that impact community members. This may include but is not limited to: o Providing access to care services (e.g., screenings, wellness and prevention services) and coordination of care (e.g., via case managers, health coaches, promotores) o Mitigating barriers that impact access to care services (e.g., transportation, affordability) o Improving cultural responsiveness of organizations (e.g., physical accessibility, culturally and linguistically appropriate health information, cultural competency training, translation services, plain language materials) o Additional preference will be given to grant applications that: o Offer innovative, community-engaged approaches to improving access to quality healthcare o Focus on promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers o Include collaboration with other community-based organizations in their approach o Create a new partnership and/or coalition or expand existing partnerships with other institutions similarly committed to health equity to breakdown pre-existing silos and maximize benefit to the community through collaboration o Reflect the communities they serve through their staff and leadership/executive board o Engage with their local communities/populations served to help guide decisions around services and accelerate local change o Conduct community-based outreach specifically intended to foster equitable access to quality healthcare and equitable outcomes o Have the capacity to measure their overall impact on community health through evaluation activities o Demonstrate robust plans to sustain their access to quality healthcare efforts (via fundraisers, grants, partnerships, reimbursable services etc.) Exclusions o The Foundation does NOT fund applications that focus exclusively on the following: o Capital investments and unsolicited capital campaigns o Medical education and/or training (i.e., training necessary to obtain a degree or license) for healthcare professionals that is more than incidental and that is the primary focus of the grant's activities o Research or clinical trials o Healthcare provider salaries o Faith-based programs that are NOT open to the community-at-large o The Foundation does NOT support: o Initiatives outside the United States or its territories o Individuals o For-profit organizations o Endowments o Journals or advertising o Political causes, lobbying, fraternal or social organizations o Religious organizations whose activities are not open to the general public o Nonprofit organizations that discriminate on the basis of age, race, ethnicity, religion, national origin, gender identity, sexual orientation, marital status, military service, veteran status or disability Note: Criteria for assessing applications is subject to change and may be updated by the AstraZeneca Foundation from year to year. Application cycles are planned on a year-by-year basis. Finalists If selected as a finalist and invited to submit a full application in late June 2023, the following criteria must be observed at that time, in addition to the criteria previously stated. o Organizations must: o Provide 1) a copy of their current IRS 990 form or documents that establish eligibility to receiv |
| Part XIV, Line 2d | The AstraZeneca (HealthCare) Foundation's overall mission is to advance health equity and foster community wellbeing. The Foundation's signature program launched in 2023, Creating Health Access for Next Generation Equity (CHANGE), provides grants to US-based nonprofit organizations working to advance health equity and improve access to quality healthcare for people experiencing disadvantages due to their race, ethnicity, socioeconomic status and more. This includes providing access to and coordination of care, mitigating barriers that impact access and improving the cultural responsiveness of organizations. In the fourth quarter of 2023, six nonprofit organizations serving communities in Delaware, Maryland, Pennsylvania and Washington, D.C., received first year CHANGE grants, totaling $1.45M, with the opportunity for up to two years of additional funding upon meeting objectives. As part of their efforts, these organizations are focused on promoting screenings, early diagnosis, treatment and continuity of care for cardiovascular, renal, respiratory and immunologic diseases and/or cancers as well as expanding partnerships and collaborating with other community organizations with the intent of breaking down institutional silos. CHANGE is more than a grantmaking platform; it is a philanthropic collaborative by which we bring our funded organizations together for meaningful dialogue, capacity-building and shared learning and implementation. The CHANGE grant cycle will run through October of 2024. For more information, view our CHANGE page: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/change.html Sunsetting in 2023, Connections for Cardiovascular Health (CCH) Next Generation provided grants and capacity building to nonprofit and other tax-exempt organizations working to help improve heart health in United States, particularly among marginalized and disenfranchised populations through tailored approaches that best meet the needs of local communities. In 2023, CCH Next Generation grant awardees received ongoing educational and peer support through the Foundation's Mentorship Program, which aimed to help organizations further build capacity as they implement their programs. The Mentorship Program included regular consultations and an educational webinar series focused on planning for the long-term continuation of programs beyond Foundation funding the development of program sustainability action plans. Since 2010, organizations funded through the Foundation's legacy Connections for Cardiovascular Health and CCH Next Generation programs have collectively reached over 1.7 million individuals and tracked over 73,000 participants for progress. Six organizations received CCH Next Generation funding in the third quarter of 2022 and implemented their programs through October 2023, reaching over 11,000 individuals and tracking over 1,900 new participants for progress toward improved heart health. In the third quarter of 2023, these six organizations were provided Health Equity Grants totaling $720,000 to support their missions and their work to advance health equity in their community through October 2024. For more information on CCH and CCH Next Generation, visit the Past Programs page of our website: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/past-programs.html |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Short-Term Bond Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,650,839 | BookValueAmt |
| EOYFMV | $6,650,839 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,619 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,581 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| BOY Book Value | $1,101 | BOYBookValueAmt |
| EOY Book Value | $1,800 | EOYBookValueAmt |
| EOYFMV | $1,800 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $1,084 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATION AND PUBLICATIONS | $387,416 | $0 | $403,759 |
| INSURANCE | $950 | $0 | $950 |
| OFFICE EXPENSES | $14,822 | $0 | $14,822 |
| PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS | $8,789 | $0 | $8,789 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Pledge Discount | Desc |
| Revenue And Expenses Per Books | $1,654,846 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,654,846 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $54,731 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR EXPENSES | $330,653 | $33,065 | $321,784 |
| EVALUATION SERVICES | $299,804 | $0 | $294,669 |
| IT GRANT MANAGEMENT SYSTEM AND CONSULTING | $0 | $0 | $0 |
| PROFESSIONAL FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $4,217 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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