2024-04-11T08:56:41-05:00 2023-12-31 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990PF 2023-01-01 510349682 AstraZeneca HealthCare Foundation ASTR 3028863000 1800 Concord Pike Wilmington DE 198502910 Theresa Rogler Assistant Treasurer 3028863000 2024-04-09 1 Theresa Rogler 999009999 1 Peter S Kennedy CPA P00571422 3026566632 2024-04-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 40732201 X 50 X 336451 336451 0 3340000 0 1654846 0 1991347 336451 0 0 0 30619 0 28581 23534 0 23685 630457 33065 616453 4217 0 0 34594 0 31643 411977 0 428320 1135398 33065 1128682 2171839 2171839 3307237 33065 3300521 -1315890 303386 20967 54496 54496 36370220 34025066 34025066 5599657 6650839 6650839 1101 1800 1800 41991945 40732201 40732201 116966 119465 116966 119465 X 21689869 19380251 20185110 21232485 41874979 40612736 41991945 40732201 41874979 -1315890 54731 40613820 1084 40612736 Money Market Sales P 2023-01-01 2023-12-31 3340000 3340000 0 0 0 4217 0 4217 0 4217 6017 0 0 0 6017 0 1800 1800 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 See Part XV AstraZeneca HealthCare Foundation Inc 3028863000 1800 Concord Pike Wilmington DE 198505437 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 HUNTSWORTH HOLDING INC DBA EVOKE KYNE 300 VESEY ST 10TH FLOOR NEW YORK NY 10282 CONSULTANT 380741 KELLY SERVICES INC PO BOX 820405 PHILADELPHIA PA 19182 STAFFING 321784 R LORRAINE BERNOTSKY CONSULTING LLC 348 WATERLOO BLVD APT 412 EXTON PA 19341 CONSULTANT 55990 0 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. 302924 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. 31266 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. 590160 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. 102312 0 6989162 411075 0 7400237 0 0 7400237 111004 7289233 364462 364462 4217 4217 360245 0 360245 0 360245 3300521 0 3300521 360245 0 0 1785030 1419199 1587960 1436769 1265691 7494649 3300521 0 0 0 360245 2940276 0 0 10434925 0 0 0 0 0 0 1785030 8649895 1419199 1587960 1436769 1265691 2940276 Submit via website N/A Wilmington DE 19850 3028863000 Applications are only accepted on the Foundation's website; www.astrazeneca-us.com/sustainability/healthcare-foundation.html See statement 15 See statement 16 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 249953 Camino Community Development Corp Inc 133 Stetson Drive Charlotte NC 28262 None 509(a)(2) Support for Health Equity Initiatives 120000 Charitable Pharmacy of Central Ohio 200 E Livingston Ave Columbus OH 43215 None 509(a)(1) Support for Health Equity Initiatives 120000 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 250000 Good News Clinics Inc PO Box 2683 Gainesville GA 30503 None 509(a)(1) Support for Health Equity Initiatives 120000 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 250000 Healthvisions Midwest Inc 3700 179th Street Hammond IN 46323 None 509(a)(1) Support for Health Equity Initiatives 120000 Individuals C/O AZHCF PO Box 15437 Wilmington DE 198505437 None N/A Employee Disaster Relief Program 1521 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 250000 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 200365 Montgomery Area Community Wellness Coalition 3060 Mobile Highway Montgomery AL 36108 None 509(a)(1) Support for Health Equity Initiatives 120000 Oklahoma City Indian Clinic 4913 W Reno Oklahoma City OK 73127 None 509(a)(1) Support for Health Equity Initiatives 120000 SOME Inc 71 O Street NW Washington DC 20001 None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250000 2171839 0 14 336451 Change in Pledge Discount 900099 1654846 0 336451 1654846 1991297 11a Amortization of discount on pledges receivable. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23534 0 23685 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 Short-Term Bond Funds FMV 6650839 6650839 LEGAL FEES 30619 0 28581 Prepaid Excise Tax 1101 1800 1800 Prior Period Adjustment 1084 COMMUNICATION AND PUBLICATIONS 387416 0 403759 INSURANCE 950 0 950 OFFICE EXPENSES 14822 0 14822 PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS 8789 0 8789 Change in Pledge Discount 1654846 1654846 Unrealized Gain on Investments 54731 CONTRACTOR EXPENSES 330653 33065 321784 EVALUATION SERVICES 299804 0 294669 IT GRANT MANAGEMENT SYSTEM AND CONSULTING 0 0 0 PROFESSIONAL FEES 0 0 0 Excise Tax 4217 0 0