ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-16
- IRS object ID
- 202521069349100317
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-16T09:04:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonadio & Co LLP | 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 | 2024-01-01 | 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 Foundation | BusinessNameLine1Txt |
| Business Name Line2 | (fka AstraZeneca Healthcare Foundation) | BusinessNameLine2Txt |
| 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 | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,542,918 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $398,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $398,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,260,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,548,140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,947,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,806 | 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 | $19,461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,067 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,544 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $555,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $629,953 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,993 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,660 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $700,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $784,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,495,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,495,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,195,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,279,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,496 | CashBOYAmt |
| Cash EOY | $28,942 | CashEOYAmt |
| Cash EOYFMV | $28,942 | CashEOYFMVAmt |
| Grants Receivable BOY | $34,025,066 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $31,573,206 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $31,573,206 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $6,650,839 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,937,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,937,830 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,940 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,940 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,732,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,542,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,542,918 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $119,465 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,766 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $119,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,766 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,380,251 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,106,811 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $21,232,485 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $22,405,341 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,612,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,512,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,732,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,542,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,612,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $148,185 | OtherIncreasesAmt |
| Subtotal | $40,512,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,512,152 | 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 | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $4,260,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,260,000 | 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 | $5,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,940 | OverpaymentAmt |
| Applied To ES Tax | $2,940 | 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 | Yes (1) | 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 Foundation | 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 (14 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 AZF PO Box 15437 | Wilmington | DE | 198505437 | CHAIRMAN (UNTIL 12/24) | 3.00 | $0 | $0 | $0 |
| MOHIT MANRAO | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | PRESIDENT (FROM 1/24) | 2.00 | $0 | $0 | $0 |
| MARIAM KOOHDARY | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID E WHITE | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TREASURER | 2.00 | $0 | $0 | $0 |
| THERESA ROGLER | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KEITH BURNS | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KEVIN DURNING | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| RACHELE BERRIA MD PHD | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE (UNTIL 11/24) | 2.00 | $0 | $0 | $0 |
| MATTHEW DIGGONS | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARRY MANN MD FACS | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| L KRISTIN NEWBY MD MHS | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAYLE PORTER PSYD | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MIKA SOVAK MD PHD | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRIDGET THERRIAULT | ||||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | EXECUTIVE DIRECTOR | 12.00 | $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 |
|---|---|---|---|---|---|
| KELLY SERVICES INC | |||||
| PO BOX 820405 | PHILADELPHIA | PA | 19182 | STAFFING | $342,563 |
| NORC at University of Chicago | |||||
| 55 E Monroe St 30th Floor | Chicago | IL | 60603 | Evaluation Services | $254,090 |
| HUNTSWORTH HOLDING INC DBA EVOKE KYNE | |||||
| 300 VESEY ST 10TH FLOOR | NEW YORK | NY | 10282 | CONSULTANT | $80,155 |
| 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:In 2024, the AstraZeneca Foundation, its evaluation partners and its Creating Health Access for Next Generation (CHANGE) grant awardees created an evaluation framework that centers community voices and assesses improvements in healthcare access. As part of the framework, awardees submit impact reports and in return, receive evaluations from our evaluation partners that assess their progress toward goals and may include recommendations to address challenges. Awardees have regular access to Foundation staff and evaluation partners for assistance. By year-end, all six CHANGE awardees met or exceeded objectives overall on their evaluations and improved access to healthcare such as through expanding service offerings, addressing patient barriers, providing preventative care and screenings, integrating care coordination services and helping patients obtain health insurance and increase health literacy. | Description1Txt |
| Expenses1 | $263,212 | Expenses1Amt |
| Description2 | Community Advisory Board:As part of the AstraZeneca Foundation's Creating Health Access for Next Generation Equity (CHANGE) program, the Foundation and its evaluation partners virtually host monthly Community Advisory Board meetings to bring grant awardees and partners together for meaningful dialogue, shared learning and capacity building to help organizations maximize their impact. During this past year, these collaborative sessions focused on training and technical assistance to support grant awardee needs in reporting and evaluation and communications. Additionally, a learning forum brought together CHANGE awardees to foster connections and share lessons learned through presentations, interactive activities and group discussions. | Description2Txt |
| Expenses2 | $11,866 | Expenses2Amt |
| Description3 | Awareness Building:The AstraZeneca Foundation amplifies the work of grant awardees and the importance of community health commitments through communications like social media, its Annual Report, e-mails to its distribution list of 2,000+ individuals, videos and blogs. In 2024, the Foundation supported six longstanding grant awardees in sharing their impact through videography. To help CHANGE grant awardees build capacity, the Foundation developed and provided a communications toolkit, which offered press release and social media templates to share their award notice. The Foundation also participated in an AstraZeneca Health Expo with its CHANGE grant awardees to raise awareness for their work. Lastly, the Foundation submitted an abstract to the American Public Health Association Annual Meeting to share its Mentorship Program learnings and toolkit with other philanthropic and nonprofit organizations. | Description3Txt |
| Expenses3 | $298,899 | Expenses3Amt |
| Description4 | Grant Selection Process:The AstraZeneca Foundation's Grant Review Committee conducted a grant review to evaluate second-year Creating Health Access for Next Generation Equity (CHANGE) grant applications for organizations offering innovative, community-engaged approaches to improve access to quality healthcare. Each application was reviewed to ensure adherence to requirements, appropriate plans in place and a clearly defined budget. All grant applications were recommended by the Foundation Grant Review Committee for approval by the Board. | Description4Txt |
| Expenses4 | $69,191 | 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 | $8,656,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,731,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,731,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,600,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,060 | TotalTaxAmt |
| Distributable Before Adj | $424,977 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,977 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,977 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,279,554 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,279,554 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,419,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,587,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,436,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,265,691 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,940,276 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,649,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,279,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,854,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,504,472 | 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 | $1,419,199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,085,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,587,960 | ExcessFromYear4Amt |
| Excess From Year3 | $1,436,769 | ExcessFromYear3Amt |
| Excess From Year2 | $1,265,691 | ExcessFromYear2Amt |
| Excess From Year1 | $2,940,276 | ExcessFromYear1Amt |
| Excess From Current Year | $1,854,577 | 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 (7 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 | $249,997 |
| 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 |
| 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 |
| Individuals | |||||||
| C/O AZF PO Box 15437 | Wilmington | DE | 198505437 | None | N/A | Employee Disaster Relief Program | $33,287 |
| 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 | $211,855 |
| 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 | $1,495,139 | 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 | $398,806 | 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 | $1,548,140 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $398,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,548,140 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,946,946 | 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 | $26,544 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,448 | 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 | 2024 Creating Health Access for Next Generation Equity (CHANGE) Grant Criteria:The AstraZeneca Foundation (Foundation) is committed to ensuring that everyone in the US 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. The Foundation recognizes that access to quality healthcare can be challenging 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 in innovative, collaborative ways at the community level to improve access to quality healthcare. 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 intent of the 2024 grants is to provide continued funding for general operating support to organizations that received CHANGE grants in 2023 to continue to enhance access to quality healthcare.Organizational Criteria o Invited organizations need to maintain their status as 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 continue to 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. Funding Criteria o The Foundation will fund requests between $200,000 and $250,000 for the second year, which may be renewed on an annual basis for up to one additional year. There is no guarantee of funding. o To be considered for continued funding, organizations must meet or exceed objectives overall in their 2023 Mid-Year Evaluation, as assessed by the Foundation's evaluation partners. Organizations not meeting or partially meeting objectives overall will be considered on a case-by-case basis by the Board of Trustees. o Any budget expenses allocated for healthcare provider compensation may support a portion of or up to the full annual salary of the healthcare provider but cannot be in addition to the healthcare provider's annual salary for the grant timeframe paid for by the applying organization. o While indirect costs and fringe benefits are not capped, grant requests should demonstrate that most funding will directly benefit community members and community-based organizations. Priority Communities o Organizations must continue to demonstrate a commitment to improving equitable access to quality healthcare. o Organizations that provide services in areas of low-income and/or remote/rural areas are expected to continue to do so. Focus Areas/Services o Organizations must continue to provide services tailored to the needs of their communities 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., case managers, health coaches, promotores) o Mitigating barriers that impact access to care services (e.g., transportation, affordability, physical accessibility, translation services, plain language materials) o Organizations are expected to continue to: o Offer innovative, community-engaged approaches to improving access to quality healthcare 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 to breakdown pre-existing silos and maximize benefit to the community through collaboration o Engage with their local communities/populations served to help guide decisions around services and accelerate local change o Conduct community-based outreach o Demonstrate robust plans to sustain their access to quality healthcare efforts (via fundraisers, grants, partnerships, reimbursable services etc.) o Organizations that include a focus on promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers are expected to continue to do so. o Organizations are encouraged to measure their overall impact on community health and to show potential to replicate their approach (e.g., sharing their approach with other communities and organizations). 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, sexual orientation, marital status, military service, veteran status or disability Grant Application o Applying organizations will need to: o Provide 1) a copy of their current IRS 990 form or documents that confirm eligibility to receive charitable donations and 2) audited financials for the past fiscal year. (If audited financials are not available, unaudited financial statements may be submitted). o Identify a goal for the number of individuals to be reached through their access to quality healthcare efforts. o Identify key short-term goals of their efforts to improve access to quality healthcare during the grant year with a clear design for amplification of outcomes during the final year. Grant Execution o Grant awardees will be required to submit regular reports and other requirements to the Foundation according to deadlines and processes set forth in the Letter of Agreement. o Written approval from the Foundation is required from grant awardees prior to making a major change in objectives, budget or scope. Some examples include but are not limited to service location, target audience and goals. o Grant awardees (1-2 individuals per organization) must be available to participate in a Community Advisory Board, including up to monthly virtual meetings (with some potential in-person opportunities) with fellow grant awardees, Foundation staff and its evaluation partners to 1) collaborate on long-term goals and a plan for measuring improvements in access to quality healthcare and 2) participate in capacity-building activities such as webinars, learning forum(s) and consultations based on identified needs and provide peer support to other grant awardees. 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. |
| Part XIV, Line 2d | The AstraZeneca Foundation's mission is to advance health equity and foster community wellbeing. Through its signature program, Creating Health Access for Next Generation Equity (CHANGE), the Foundation provides grants to US-based nonprofit organizations working to improve access to quality healthcare in their communities. As part of their efforts, organizations focus on promoting screenings, early diagnosis, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers as well as expanding partnerships with the intent of breaking down institutional silos and maximizing benefit to the community through collaboration. CHANGE is more than a grantmaking platform; it is a philanthropic collaborative by which the Foundation brings funded organizations together for meaningful dialogue, capacity-building and shared learning and implementation.Since 2023, funded organizations have collectively reached more than 29,800 individuals with direct services, events and programming and have improved healthcare access through addressing barriers to care, integrating care coordination, expanding service offerings, providing preventative care and screenings, providing support for obtaining health insurance and increasing health literacy.In the second half of 2024, six current awardees serving communities in Delaware, Maryland, Pennsylvania and Washington, D.C., received second year CHANGE grants, totaling $1.46M, to continue their work to ensure access to healthcare for all. The CHANGE grant cycle will run through October of 2025 with the opportunity for up to one final year of additional funding upon meeting objectives. For more information, visit: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/change.html. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| J.P. Morgan Prime MM Fund | FMV | $4,726,638 | $4,726,638 |
| Vanguard 500 Prime | FMV | $2,151,312 | $2,151,312 |
| Vanguard ST Bond Fund | FMV | $2,059,880 | $2,059,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,461 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,067 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| BOY Book Value | $1,800 | BOYBookValueAmt |
| EOY Book Value | $2,940 | EOYBookValueAmt |
| EOYFMV | $2,940 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATION AND PUBLICATIONS | $89,745 | $0 | $96,850 |
| INSURANCE | $950 | $0 | $950 |
| PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS | $1,487 | $0 | $1,487 |
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 | $1,548,140 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,548,140 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $148,185 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR EXPENSES | $347,536 | $34,754 | $342,563 |
| EVALUATION SERVICES | $204,400 | $0 | $283,790 |
| IT GRANT MANAGEMENT SYSTEM AND CONSULTING | $0 | $0 | $0 |
| PROFESSIONAL FEES | $3,600 | $0 | $3,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $5,060 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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