2023-04-14T14:11:18-05:00 2022-12-31 510232475 Cover & Rossiter PA 2711 Centerville Road Suite 100 Wilmington DE 19808 990PF 2022-01-01 510349682 AstraZeneca HealthCare Foundation ASTR 3028863000 1800 Concord Pike A1C-324 Wilmington DE 198502910 Theresa Rogler Assistant Treasurer 3028863000 2023-04-10 1 Theresa Rogler 999009999 1 Peter Kennedy P00571422 3026566632 2023-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 41991945 X 40370320 102140 102140 0 1450000 0 40472460 102140 0 0 0 23337 0 20961 21401 0 21648 402095 24164 328058 22834 0 22118 368795 0 370285 838462 24164 763070 754536 754536 1592998 24164 1517606 38879462 77976 88472 20967 20967 36370220 36370220 3096498 5599657 5599657 1101 1101 1101 3186071 41991945 41991945 41573 116966 41573 116966 X 3144498 21689869 20185110 3144498 41874979 3186071 41991945 3144498 38879462 0 42023960 148981 41874979 Money Market Sales P 2022-01-01 2022-12-31 1450000 1450000 0 0 0 1084 0 1084 0 1084 1101 0 0 0 1101 0 17 17 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 See Part XV AstraZeneca HealthCare Foundation Inc 3028863000 1800 Concord Pike Wilmington DE 198505437 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES W BLASETTO MD MPH FACC C/O AZHCF PO Box 15437 Wilmington DE 198505437 CHAIRMAN 3.00 0 0 0 CHRISTINE BLOOMQUIST C/O AZHCF PO Box 15437 Wilmington DE 198505437 PRESIDENT 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 NONE 0 EVOKE KYNE KYNE COMMUNICATIONS 300 VESEY ST 10TH FLOOR NEW YORK NY 10282 CONSULTANT 341617 KELLY SERVICES INC PO BOX 820405 PHILADELPHIA PA 19182 STAFFING 243171 0 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. 172758 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. 66532 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. 486671 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. 41376 0 5073274 63771 0 5137045 0 0 5137045 77056 5059989 252999 252999 1084 1084 251915 0 251915 0 251915 1517606 0 1517606 251915 0 0 1417411 1785030 1419199 1587960 1436769 7646369 1517606 0 0 0 251915 1265691 0 0 8912060 0 0 0 0 0 0 1417411 7494649 1785030 1419199 1587960 1436769 1265691 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 14 See statement 15 Camino Community Development Corp Inc 133 Stetson Drive Charlotte NC 28262 None 509(a)(2) Program support - Connections for Cardiovascular Health- Next Generation Program 125000 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 125000 Good News Clinics Inc PO Box 2683 Gainesville GA 30503 None 509(a)(1) Program support - Connections for Cardiovascular Health- Next Generation Program 125000 Healthvisions Midwest Inc 3700 179th Street Hammond IN 46323 None 509(a)(1) Program support - Connections for Cardiovascular Health- Next Generation Program 125000 Individuals C/O AZHCF PO Box 15437 Wilmington DE 198505437 None N/A Employee Disaster Relief Program 4536 Montgomery Area Community Wellness Coalition 3060 Mobile Highway Montgomery AL 36108 None 509(a)(1) Program support - Connections for Cardiovascular Health- Next Generation Program 125000 Oklahoma City Indian Clinic 4913 W Reno Oklahoma City OK 73127 None 509(a)(1) Program support - Connections for Cardiovascular Health- Next Generation Program 125000 754536 0 14 102140 0 102140 0 102140 0 0 0 0 0 0 0 0 0 0 X X 1 AstraZeneca Pharmaceuticals LP PO BOX 15437 WILMINGTON DE 198505437 40370220 X 1 $4 million cash, $48 million pledge discounted to NPV of $36,370,220 40370220 2022-04-01 ACCOUNTING FEES 21401 0 21648 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 Short-Term Bond Funds FMV 5599657 5599657 LEGAL FEES 23337 0 20961 Prepaid Excise Tax 1101 1101 1101 Unrealized Loss on Investments 148981 COMMUNICATION AND PUBLICATIONS 361307 0 362797 INSURANCE 950 0 950 OFFICE EXPENSES 475 0 475 PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS 6063 0 6063 CONTRACTOR EXPENSES 241642 24164 241860 EVALUATION SERVICES 158325 0 84070 IT GRANT MANAGEMENT SYSTEM AND CONSULTING 0 0 0 PROFESSIONAL FEES 2128 0 2128