ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-14
- IRS object ID
- 202311049349100221
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T14:11:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 A1C-324 | 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 | 2023-04-10 | 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 Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-04-10 | 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 | 2022 | 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 | $41,991,945 | 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 | $40,370,320 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,450,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,472,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,140 | 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 | $23,337 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,961 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,401 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,648 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $402,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $328,058 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,834 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,118 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $368,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $370,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $838,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $763,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $754,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $754,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,592,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,517,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,879,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,976 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,472 | CashBOYAmt |
| Cash EOY | $20,967 | CashEOYAmt |
| Cash EOYFMV | $20,967 | CashEOYFMVAmt |
| Grants Receivable EOY | $36,370,220 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $36,370,220 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $3,096,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,599,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,599,657 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,101 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,101 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,101 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,186,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,991,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,991,945 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,573 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $116,966 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $41,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,966 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,144,498 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,689,869 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $20,185,110 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,144,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,874,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,186,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,991,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,144,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,879,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,023,960 | SubtotalAmt |
| Other Decreases | $148,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,874,979 | 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 | 2022-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $1,450,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,450,000 | 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 | $1,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,101 | 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 | $1,101 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17 | OverpaymentAmt |
| Applied To ES Tax | $17 | 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 (13 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 | 2.00 | $0 | $0 | $0 |
| MARIAM KOOHDARY | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | SECRETARY (FROM 2/1/22); TRUSTEE (THRO | 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 |
| 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 (FROM 8/10/22) | 2.00 | $0 | $0 | $0 |
| MARTHA ORZECHOWSKI | ||||||||
| C/O AZHCF 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVOKE KYNE KYNE COMMUNICATIONS | |||||
| 300 VESEY ST 10TH FLOOR | NEW YORK | NY | 10282 | CONSULTANT | $341,617 |
| KELLY SERVICES INC | |||||
| PO BOX 820405 | PHILADELPHIA | PA | 19182 | STAFFING | $243,171 |
| 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:Grant Awardees submit program reports three times throughout the program cycle, and receive evaluations at each point, which can include recommendations to address program challenges. The evaluation services provided by our university partners help to identify program outcomes and areas that may need addressed. After receiving the evaluation, Grant Awardees may also be required to submit action plans and progress reports to ensure they meet program goals by year-end. Grant Awardees have access to Foundation staff and university partners to provide program assistance. | Description1Txt |
| Expenses1 | $172,758 | Expenses1Amt |
| Description2 | Mentorship Program:The Mentorship Program has continued to evolve out of over ten years of lessons learned and the successful launch of the pilot Mentorship Program in 2019. The Mentorship Program includes a bi-monthly webinar learning series and individual consultations that provide capacity building and learning opportunities to Grant Awardees. Educational webinars cover various topics to support the community-based programs, such as reporting and evaluation, sustainability, communications and dissemination. Peer-to-peer learning is fostered through the pairing of newly-funded organizations with long-standing Grant Awardee(s), with support from Foundation staff and university evaluation partners, to help them implement successful programs and work through challenges. | Description2Txt |
| Expenses2 | $66,532 | Expenses2Amt |
| Description3 | Communications:The Foundation works to amplify the work of Grant Awardee programs and share lessons learned 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, the Foundation supports Grant Awardees in their efforts to raise awareness for their programs and further build capacity in communications through providing a monthly e-newsletter to Grant Awardees with social media tips and resources, as well as templates for activities such as social media and press releases. | Description3Txt |
| Expenses3 | $486,671 | Expenses3Amt |
| Description4 | Dissemination:The Foundation shares lessons learned from its grantmaking program and the work of its Grant Awardees so that other philanthropic and nonprofit organizations may adopt or modify them for their own programs. This work focused on drafting an article on the Foundation's Mentorship Program for potential publication as well as the development of a Mentorship Program Toolkit. Additionally, the Foundation offers guidance and support to its Grant Awardees in their efforts to share lessons learned through dissemination products such as program toolkits, videos and webinars. | Description4Txt |
| Expenses4 | $41,376 | 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 | $5,073,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,137,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,137,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,059,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,084 | TotalTaxAmt |
| Distributable Before Adj | $251,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,517,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,517,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,417,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,785,030 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,419,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,587,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,436,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,646,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,517,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,265,691 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,912,060 | 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 | $1,417,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,494,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,785,030 | ExcessFromYear4Amt |
| Excess From Year3 | $1,419,199 | ExcessFromYear3Amt |
| Excess From Year2 | $1,587,960 | ExcessFromYear2Amt |
| Excess From Year1 | $1,436,769 | ExcessFromYear1Amt |
| Excess From Current Year | $1,265,691 | 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 14 | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement 15 | 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 |
|---|---|---|---|---|---|---|---|
| Camino Community Development Corp Inc | |||||||
| 133 Stetson Drive | Charlotte | NC | 28262 | None | 509(a)(2) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Charitable Pharmacy of Central Ohio | |||||||
| 200 E Livingston Ave | Columbus | OH | 43215 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Good News Clinics Inc | |||||||
| PO Box 2683 | Gainesville | GA | 30503 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Healthvisions Midwest Inc | |||||||
| 3700 179th Street | Hammond | IN | 46323 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Individuals | |||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | None | N/A | Employee Disaster Relief Program | $4,536 |
| Montgomery Area Community Wellness Coalition | |||||||
| 3060 Mobile Highway | Montgomery | AL | 36108 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Oklahoma City Indian Clinic | |||||||
| 4913 W Reno | Oklahoma City | OK | 73127 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $754,536 | 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 | $102,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,140 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AstraZeneca Pharmaceuticals LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15437 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198505437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,370,220 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | $4 million cash, $48 million pledge discounted to NPV of $36,370,220 | NoncashPropertyDesc |
| Fair Market Value | $40,370,220 | FairMarketValueAmt |
| Received | 2022-04-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,401 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,648 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 2022 Connections for Cardiovascular HealthSM Next Generation Criteria: | Part XIV, Line 2c | 2022 Connections for Cardiovascular HealthSM Next Generation Criteria:The AstraZeneca HealthCare Foundation's Connections for Cardiovascular HealthSM (CCH) Next Generation program awards Foundation grants annually to U.S.-based, nonprofit 501(c)(3) organizations or similar nonprofit organizations working to improve cardiovascular health in their communities.CCH Next Generation focuses on sharing nearly 10 years of Foundation and Grant Awardee learnings from the field so new applicants have the opportunity to modify or adapt these learnings highlighted in the Effective Program Practices Guide when designing and implementing their own innovative, community-based heart health programs. The purpose of Program Grants is to support innovative initiatives or programs at the community level to help improve cardiovascular health in the community during the grant year and beyond. Our aim is for funded programs to maximize the benefit to participants and to work toward sustainability beyond our funding.The intention of 2022 grant funding is to provide third year CCH Next Generation funding to organizations that received Program Grants in 2021 with programs that demonstrate positive outcomes and to focus on sustaining and scaling the programs through progressive participant goals.Organizational Criteria: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 501(c)(3) and also have an IRS designation as a 509(a)(3) are ineligible for funding.Funding Criteria:Organizations must be invited to apply for a single year of funding. There is no guarantee of funding. Each application will be reviewed and vetted to confirm its eligibility and will need to achieve a "meets expectations or "exceeds expectation" on its 2021 Mid-Year Evaluation to be eligible for funding. Organizations that receive a "partially meets expectations or "does not meet expectations" ranking on their 2021 Mid-Year Evaluation will be reviewed by the Foundation Grant Review Committee and Board of Trustees.Applicants who are approved for a Foundation grant award must meet program objectives. - The Foundation funds Program Grants up to $125,000. - Organizations need to ensure that equipment costs are less than 30% of the total budget for equipment that is integral to the specific program design. Equipment costs over 30% of the total funding request will not be considered. Incidental equipment and costs necessary to complete or sustain a project are allowed. - The Foundation will not fund vehicle purchases. - Costs over 10% in the budget category "Other" will not be considered. - Any budget expenses allocated for healthcare provider compensation must only support a portion of each healthcare provider's annual salary for their work on the program and cannot be in addition to the healthcare provider's annual salary for the 13-month grant timeframe paid for by the applying organization.Program Design: - Exclusions. The Foundation does NOT fund programs that focus exclusively on the following: o Capital investments and unsolicited capital campaigns o Media/awareness campaigns o Hospital software systems, hospital in-patient programs or enhancement of existing hospital services o Professional education and/or training for healthcare professionals that is more than incidental to the program o Research or clinical trials o Healthcare provider/cardiologist salaries o Faith-based programs that are NOT open to the community-at-large- The Foundation does NOT support: o Cardiovascular 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, color, religion, national origin, gender identity, sexual orientation, marital status, military service, veteran status or disability.- Program Design. Invited organizations will need to apply with the same program they applied for, and were awarded funding for, in 2021.* - Measurable Outcomes and Participant Goals. The Foundation requires that all programs: o Collect and measure program outcomes. o Exceed their 2021 CCH Next Generation Program Grant reached, screened, educated and tracked participant goals. o Reached participants must be new to the program, and up to 50% of participants screened, educated and tracked may be participants from previous CCH Next Generation grants who are continuing in the program. Organizations will be need to record a baseline and follow-up measure(s) for each of the continuing participants during the grant year (i.e., after funds are received). o Maintain or exceed their 2021 CCH Next Generation Program Grant goals that are connected to a community cardiovascular health need(s). o Demonstrate measurement outcomes at both the mid-year (March 2023) and year-end (October 31, 2023) timeframes following the grant award. o Report on program outcomes for approximately half of the planned unduplicated tracked participants for at least one clinical measure or measure for standardized testing (e.g., Progressive Aerobic Cardiovascular Endurance Run test, etc.) by March 2023. o Have baseline and follow-up data for at least one clinical measure (e.g., body mass index, blood pressure, weight, etc.) or measure for standardized testing (e.g., PACER test, etc.) for each participant counted toward the total tracked. (It is preferred to include baseline and follow-up data for all clinical and behavioral measures for each participant, when possible). Program Execution: - Grant Awardees need to secure the Foundation's approval prior to making a major change in program objectives, budget or scope. Some examples include, but are not limited to, program location, target audience, number of participants reached, screened, educated and tracked, and behavioral and/or clinical measures. - Awardees will be required to submit regular program reports and other requirements to the Foundation according to deadlines and processes set forth in the Letter of Agreement. Note: Criteria for assessing applications is subject to change and may be updated by the AstraZeneca HealthCare Foundation from year to year. Application cycles are planned on a year-by-year basis. *Unless prior approval received from the AstraZeneca HealthCare Foundation for program design and/or outcome revisions. |
| Part XV, Line 2d | The AstraZeneca (HealthCare) Foundation's overall mission is to advance health equity and foster community wellbeing. The Foundation's signature program, Connections for Cardiovascular Health (CCH) Next Generation provides 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. Launched in 2020, CCH Next Generation builds on the legacy of the Foundation's original CCH program, with a focus on sharing ten years of Foundation and Grant Awardee learnings from the field.CCH Next Generation Grant Awardees receive ongoing educational and peer support through the Foundation's Mentorship Program, which aims to help organizations further build capacity as they implement their programs. The Mentorship Program includes regular consultations and an educational webinar series guided by a curriculum developed by Foundation staff, its university evaluation partners and mentors. Webinars in 2022 focused on communications to share program stories as well program implementation to help address barriers and sustainability planning for the continuation of programs. Topics included:- Communications: o Enhancing Communications Efforts- Program Implementation o Motivating & Retaining Participants- Sustainability Planning o Grant Writing & Integrating Programs into Existing Operations o CCH Next Generation 2022 Program Grant Application Overview o Building and Leveraging Partnerships / Advocating for Policy Change o Planning for Program Sustainability o Environmental Support and Funding StabilitySince 2010, CCH and CCH Next Generation-funded programs have collectively reached over 1.7 million individuals and tracked over 71,000 participants for progress. Seven organizations that received CCH Next Generation funding in the third quarter of 2021 and implemented their programs through October 2022, reached over 10,000 individuals and tracked over 1,600 new participants for progress toward improved heart health.For more information on CCH Next Generation, please visit the Foundation's website: https://www.astrazeneca-us.com/sustainability/healthcare-foundation.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 | $5,599,657 | BookValueAmt |
| EOYFMV | $5,599,657 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,337 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,961 | 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 | $1,101 | EOYBookValueAmt |
| EOYFMV | $1,101 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $148,981 | 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 | $361,307 | $0 | $362,797 |
| INSURANCE | $950 | $0 | $950 |
| OFFICE EXPENSES | $475 | $0 | $475 |
| PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS | $6,063 | $0 | $6,063 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACTOR EXPENSES | $241,642 | $24,164 | $241,860 |
| EVALUATION SERVICES | $158,325 | $0 | $84,070 |
| IT GRANT MANAGEMENT SYSTEM AND CONSULTING | $0 | $0 | $0 |
| PROFESSIONAL FEES | $2,128 | $0 | $2,128 |
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