2025-04-16T09:04:44-05:00 2024-12-31 161131146 Bonadio & Co LLP 2711 Centerville Road Suite 100 Wilmington DE 19808 990PF 2024-01-01 510349682 AstraZeneca Foundation (fka AstraZeneca Healthcare Foundation) ASTR 3028863000 1800 Concord Pike Wilmington DE 198502910 Theresa Rogler Assistant Treasurer 3028863000 2025-04-10 1 1 Peter S Kennedy CPA P00571422 3026566632 2025-04-03 2024 2025-03-06 01:10:19Z X X 40542918 X 200 X 398806 398806 0 4260000 0 1548140 0 1947146 398806 0 0 0 19461 0 23067 26544 0 26448 555536 34754 629953 5060 0 0 1993 0 5660 92182 0 99287 700776 34754 784415 1495139 1495139 2195915 34754 2279554 -248769 364052 54496 28942 28942 34025066 31573206 31573206 6650839 8937830 8937830 1800 2940 2940 40732201 40542918 40542918 119465 30766 119465 30766 X 19380251 18106811 21232485 22405341 40612736 40512152 40732201 40542918 40612736 -248769 148185 40512152 0 40512152 Money Market Sales P 2024-01-01 2024-12-31 4260000 4260000 0 0 0 5060 0 5060 0 5060 8000 0 0 0 8000 0 2940 2940 0 0 0 0 0 0 0 0 1 0 0 1 1 DE 1 0 0 0 0 1 See Part XV AstraZeneca Foundation 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 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 NONE 0 KELLY SERVICES INC PO BOX 820405 PHILADELPHIA PA 19182 STAFFING 342563 NORC at University of Chicago 55 E Monroe St 30th Floor Chicago IL 60603 Evaluation Services 254090 HUNTSWORTH HOLDING INC DBA EVOKE KYNE 300 VESEY ST 10TH FLOOR NEW YORK NY 10282 CONSULTANT 80155 0 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. 263212 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. 11866 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. 298899 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. 69191 0 8656102 75618 0 8731720 0 0 8731720 130976 8600744 430037 430037 5060 5060 424977 0 424977 0 424977 2279554 0 2279554 424977 0 0 1419199 1587960 1436769 1265691 2940276 8649895 2279554 0 0 0 424977 1854577 0 0 10504472 0 0 0 0 0 0 1419199 9085273 1587960 1436769 1265691 2940276 1854577 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 249997 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 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 Individuals C/O AZF PO Box 15437 Wilmington DE 198505437 None N/A Employee Disaster Relief Program 33287 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 211855 SOME Inc 71 O Street NW Washington DC 20001 None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250000 1495139 0 14 398806 Change in Pledge Discount 900099 1548140 0 398806 1548140 1946946 11a Amortization of discount on pledges receivable. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26544 0 26448 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. J.P. Morgan Prime MM Fund FMV 4726638 4726638 Vanguard 500 Prime FMV 2151312 2151312 Vanguard ST Bond Fund FMV 2059880 2059880 LEGAL FEES 19461 0 23067 Prepaid Excise Tax 1800 2940 2940 COMMUNICATION AND PUBLICATIONS 89745 0 96850 INSURANCE 950 0 950 PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS 1487 0 1487 Change in Pledge Discount 1548140 1548140 Unrealized Gain on Investments 148185 CONTRACTOR EXPENSES 347536 34754 342563 EVALUATION SERVICES 204400 0 283790 IT GRANT MANAGEMENT SYSTEM AND CONSULTING 0 0 0 PROFESSIONAL FEES 3600 0 3600 Excise Tax 5060 0 0