ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202101119349100915
- Schema version
- 2020v4.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T13:47:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | PO Box 15437 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198505437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Theresa Rogler | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3028863000 | PhoneNum |
| Signature | 2021-04-21 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2021-04-13 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,851,019 | 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 | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $89,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,242 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,242 | 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 | $20,856 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,364 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $703,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $669,739 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $123,464 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $113,469 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,157 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $887,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $844,217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,028,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,028,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,916,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,872,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,827,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,566 | CashBOYAmt |
| Cash EOY | $81,935 | CashEOYAmt |
| Cash EOYFMV | $81,935 | CashEOYFMVAmt |
| Other Investments BOY | $6,521,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,767,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,767,299 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,278 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,607,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,851,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,851,019 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,329 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,868 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $62,329 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,868 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,540,150 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,794,196 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,323 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,955 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,545,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,799,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,607,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,851,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,545,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,827,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,099 | OtherIncreasesAmt |
| Subtotal | $4,799,151 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,799,151 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,278 | 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 | $2,278 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,785 | OverpaymentAmt |
| Applied To ES Tax | $1,785 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (15 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 / Trustee | 3.00 | $0 | $0 | $0 |
| Richard Buckley | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | President / Trustee | 2.00 | $0 | $0 | $0 |
| Amy Ponpipom | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Secretary / Trustee | 2.00 | $0 | $0 | $0 |
| David E White | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Treasurer | 2.00 | $0 | $0 | $0 |
| Christine Bloomquist | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Vice President / Trustee | 2.00 | $0 | $0 | $0 |
| Michael Miller MD FACC FAHA | ||||||||
| 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 |
| Timothy J Gardner MD | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Trustee | 2.00 | $0 | $0 | $0 |
| Theresa Rogler | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Asst. Treasurer | 2.00 | $0 | $0 | $0 |
| Kevin Durning | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Asst. Treasurer | 2.00 | $0 | $0 | $0 |
| Keith Burns | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Asst. Treasurer | 2.00 | $0 | $0 | $0 |
| Ms Joyce Jacobson | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Exec Dir Through 12/23/20 | 37.00 | $0 | $0 | $0 |
| Martha Orzechowski | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Exec Dir Starting 12/24/20 | 4.00 | $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 | |||||
| 999 West Big Beaver Road | Troy | MI | 480844782 | Staffing | $525,633 |
| Public Communications Inc | |||||
| One East Wacker Drive Suite 2450 | Chicago | IL | 60601 | Public Relations | $105,796 |
| R LORRAINE BERNOTSKY CONSULTING LLC | |||||
| 13 Lindenwood Drive | Exton | PA | 19341 | Evaluation | $71,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation is committed to providing grants & capacity building to U.S.-based organizations working to improve heart health in the U.S. through its Connections for Cardiovascular Health (CCH) / CCH Next Generation program for its Grant Awardees ("Awardees") and other interested parties. Evaluation services from university partners provide basis for understanding program outcomes & where capacity building needs to occur. Awardees submit program reports 3 times throughout the program cycle, & receive evaluations at each point, including recommendations for mid-course corrections to address program challenges. At mid-year, Awardees may also submit action plans to ensure they meet program goals by year-end. Awardees have access to Foundation staff & university partners to provide program assistance & collaboration for use of innovation & technology. At year-end, all 11 CCH-funded programs met or exceeded their objectives based on evaluations assessed in light of pandemic restrictions. | Description1Txt |
| Expenses1 | $182,690 | Expenses1Amt |
| Description2 | The Learning Series & Mentorship program are 2 segments that provide additional capacity building & learning opportunities to Awardees. For the Learning Series, the Foundation held an Orientation Webinar for CCH Next Generation Awardees in August with a focus on program reporting, evaluation & communications, a Virtual Awards Recognition & Roundtable Event in September bringing together current & previous Awardees to learn from one another, & a Storytelling & Communications Webinar in November to help Awardees bring awareness to their programs. The Mentorship program has evolved out of 10 years of lessons learned & the successful launch of a pilot mentorship program in 2019. Peer-to-peer learning is fostered through pairing newly-funded organizations with longstanding Awardees to help them launch successful programs & work through implementation barriers through regular engagements & leveraging a curriculum developed by the Foundation, its university evaluation partners & the mentors. | Description2Txt |
| Expenses2 | $172,048 | Expenses2Amt |
| Description3 | The Foundation held an open call for applications for our CCH Next Generation program, which leverages 10 years of learnings from the CCH program to support applicants in developing programs for potential funding through its Effective Program Practices Guide. As part of this, the Foundation held an informational webinar to support capacity building for potential applicants and to help them prepare an evidence-based program for the online application. The Foundation's Effective Program Practice Guide was shared as part of the application process and informational webinar. | Description3Txt |
| Expenses3 | $30,005 | Expenses3Amt |
| Description4 | The Foundation shared its lessons learned through dissemination and communications activities such as social media, e-mail distribution to the Foundation's mailing list of over 2,000 individuals, and two presentations at the American Public Health Association 2020 Annual Meeting & Expo. The Foundation also released a 10-year Special Report, which can be found on our website, that reflects on 10 years of lessons learned from the CCH program. | Description4Txt |
| Expenses4 | $303,280 | 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 | $5,715,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,796,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,796,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,709,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $285,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $285,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $493 | TotalTaxAmt |
| Distributable Before Adj | $284,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $284,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $284,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,872,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,872,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,872,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,253,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,352,722 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,417,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,785,030 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,419,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,227,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,872,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $284,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,587,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,815,833 | 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 | $2,253,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,562,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,352,722 | ExcessFromYear4Amt |
| Excess From Year3 | $1,417,411 | ExcessFromYear3Amt |
| Excess From Year2 | $1,785,030 | ExcessFromYear2Amt |
| Excess From Year1 | $1,419,199 | ExcessFromYear1Amt |
| Excess From Current Year | $1,587,960 | 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/responsibility/astrazeneca-healthcare-foundation | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See statement 14 | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement 14 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Asian Health Coalition | |||||||
| 180 W Washington 1000 | Chicago | IL | 60602 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $30,000 |
| Catherine's Health Center | |||||||
| 1211 Lafayette | Grand Rapids | MI | 49505 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health - Mentor Program | $64,998 |
| Camino Community Development Corp Inc | |||||||
| 133 Stetson Drive | Charlotte | NC | 28262 | None | 509(a)(2) | Program support - Connections for Cardiovascular Health- Next Generation Program | $150,000 |
| 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 | $149,444 |
| Good News Clinics Inc | |||||||
| PO Box 2683 | Gainesville | GA | 30503 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $150,000 |
| Healthvisions Midwest Inc | |||||||
| 3700 179th Street | Hammond | IN | 46323 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $149,573 |
| Montgomery Area Community Wellness Coalition | |||||||
| 3060 Mobile Highway | Montgomery | AL | 36108 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $149,288 |
| Oklahoma City Indian Clinic | |||||||
| 4913 W Reno | Oklahoma City | OK | 73127 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health- Next Generation Program | $150,000 |
| Individuals | |||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | None | N/A | Disaster Relief Program | $418 |
| West Virginia Health Right Inc | |||||||
| 1520 Washington Street | Charleston | WV | 25311 | None | 509(a)(1) | Program support - Connections for Cardiovascular Health - Mentor Program | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,028,721 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,242 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $15,488 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,488 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 2020 Connections for Cardiovascular HealthSM Next Generation Criteria: | Part XV, Line 2d | 2020 Connections for Cardiovascular HealthSM Next Generation Criteria:The AstraZeneca HealthCare Foundation's Connections for Cardiovascular HealthSM (CCH) 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.The 2020 open call for applications for CCH Next Generation maintains its original mission to improve cardiovascular health in the U.S. and focus on sharing nearly 10 years of Foundation and Grant Awardee learnings from the field. 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 intent of the 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.To qualify for a Foundation grant, an organization is required to be a U.S.-based, nonprofit organization with a 501(c) designation or a public school, government entity or municipal institution that is eligible to accept tax-deductible, charitable contributions. Organizations that are 501(c)(3) and also have an IRS designation as a 509(a)(3) are ineligible for funding.The nonprofit organization must be engaged in charitable work at the community level or otherwise. The program must address the Foundation's Connections for Cardiovascular HealthSM Next Generation mission and meet five key criteria:1. Address patient cardiovascular health issues within the United States and its territories2. Recognize and work to address an unmet need related to cardiovascular health in the community3. Respond to the urgency around addressing cardiovascular health issues, including cardiovascular disease or conditions contributing to cardiovascular disease4. Improve the quality of participants and non-professional caregivers' lives in connection with the services provided and work done5. Demonstrate a clear plan for long-term program sustainability, to further improve cardiovascular health after Foundation grants are expendedFoundation grant applications that meet the criteria and describe innovative initiatives with clearly defined outcomes, measurable results and processes will be considered for funding.Organizational Criteria:1. The organization and its program must be based in the United States and its territories.2. The Foundation provides grants to organizations that are: o Nonprofits with a 501(c) designation. (Organizations that have a 509(a)(3) designation are ineligible for funding.) o Public schools o Municipal institutions (e.g., city health department, municipal hospital or county board of health).3. Applying organizations will be required to provide 1) a copy of their current IRS 990 form or documents that establish 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. The CCH program preference is to provide funding to organizations that have both a current audited financial statement and IRS Form 990 available.)4. 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.Funding Criteria:The Foundation's preference is to support new organizations with innovative programs to expand the reach of the Connections for Cardiovascular HealthSM Next Generation program. In addition, the Foundation maintains our commitment to support sustainability by providing reduced funding to support a limited number of previously-funded organizations with programs that demonstrate positive outcomes. The Foundation will only accept one application per organization for a single year of funding. There is no guarantee of funding. Applicants who are approved for a Foundation grant award must meet program objectives. 1. The CCH Next Generation open call for applications will provide program grant funding to organizations that have never been funded before by the Foundation's Connections for Cardiovascular HealthSM program. CCH Next Generation may provide limited grant funding to previously-funded organizations on an invitation basis to support dissemination, sustainability and/or mentorship activities.2. Through evaluating results from community-based programs from Connections for Cardiovascular HealthSM, the AstraZeneca HealthCare Foundation and its evaluation partners have identified six innovative approaches commonly used to improve cardiovascular health at the community level. Applying organizations will need to align with one of six innovative approaches as the basis of their Connections for Cardiovascular HealthSM Next Generation program or identify their own innovative approach. The six innovative approaches include: 1. Leveraging access for uninsured and underserved participants to improve cardiovascular knowledge and health 2. Bringing programs to participants 3. Educating children to serve as heart health ambassadors 4. Improving cardiovascular health through food-based programs 5. Using health coaches/promotors to improve cardiovascular health 6. Providing culturally sensitive program interventions to maximize participant outcomes 3. Applicants are encouraged to consult the AstraZeneca HealthCare Foundation's Effective Program Practices Guide as a means of informing the proposed program's design relative to the selected innovative approach. 4. Program Grant funding requests must be between $125,000 and $150,000. 5. CCH Next Generation welcomes applications from every state in the nation and has a preference for funding applications from the top 20 states by cardiovascular disease mortality (Alabama, Arkansas, Georgia, Iowa, Indiana, Kentucky, Louisiana, Maryland, Michigan, Missouri, Mississippi, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, West Virginia). 6. Additional preference will be given to applications from states where the Foundation has never previously funded a program (Alabama, Arkansas, Iowa, Indiana, Nevada, Ohio, Oklahoma).7. Programs should be designed with funding for equipment less than 30% of the total budget for equipment that is integral to the specific program design and not for equipment that might support other ongoing, routine programs run by the organization. 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. 8. The Foundation will not fund vehicle purchases. 9. Costs over 10% in the budget category "Other" will not be considered.10. 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 16-month grant timeframe paid for by the applying organization. Program Design: 1. 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-large2. 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.3. The Foundation seeks programs that are focused on measurable results. The program should demonstrate clear, defined and designated outcomes, measurements and processes, and include clinical outcome goals or outcome goals for standardized testing (e.g., Progressive Aerobic Cardiovascular Endurance Run test, etc.). To support these efforts, it is recommended the organization utilize: a) Healthcare providers, or trained community health workers/health coaches as appropriate, to collect clinical metrics. b) An outside evaluator to analyze and evaluate data, which may include staff who are internal to the organization with the necessary expertise but who are not involved in the program's operations, management or delivery. c) Provide an innovative approach. The program should find innovative ways relevant to the program, population and goals to maximize benefits for the participants and impact to the community. d) Demonstrate sustainability. Programs should be able to continue beyond the potential grant period and potential AstraZeneca HealthCare Foundation funding. e) Measurable Outcomes and Participant goals. Grant applicants will need to: o Collect and measure program outcomes. o Be designed to reach at least 400 unduplicated participants by year-end. o Be designed to track at least 200 unduplicated participants by year-end. o Demonstrate measurement outcomes at both the mid-year (March 2021) and year-end (November 30, 2021) time frames following the grant award. o Report on program outcomes for approximately half of the planned unduplicated tracked participants by March 2021.Program Execution:1. Prior written approval from the Foundation is required from Grant Awardees 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 and tracked, and behavioral and/or clinical measures.2. Award recipients 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. These requirements include: o Three-month progress report submitted in late October 2020 (covers progress from August 2020 through October 2020) o Mid-year progress report, sustainability efforts and program outcomes submitted in April 2021 (covers progress from August 2020 through March 2021) o Comprehensive year-end report, sustainability efforts and program outcomes submitted by early December 2021 (covers progress from August 2020 through November 30, 2021)Note: Criteria for assessing applications may be changed or updated by the AstraZeneca HealthCare Foundation from year to year. Application cycles are planned on a year-by-year basis.* * * * * * * * * * * * * * * The AstraZeneca HealthCare Foundation's Connections for Cardiovascular HealthSM (CCH) Mentor Grants are by invitation only to provide funding to previous Grant Awardee(s) to 1) serve as a mentor to organizations that are receiving their first year of CCH Next Generation funding, 2) focus on sustaining their CCH-funded program, and/or 3) share lessons learned from their program and mentorship experiences through dissemination activities. 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 a 501(c)(3) and also have an IRS designation as a 509(a)(3) are ineligible for funding. Funding Criteria:One way the Foundation maintains our commitment to program sustainability and sharing lessons learned is by providing mentorship grants. These grants support a limited number of previously-funded organizations with programs that consistently demonstrated positive outcomes so they can help newly-funded organizations launch their programs.Organizations must be invited to apply for a single year of funding to support program, mentorship, and/or sustainability and dissemination activities. There is no guarantee of funding.1. Mentor Grants up to $65,000 are comprised of up to three elements: o Support for the continuation of their CCH-funded program, o Support to serve as a mentor to newly funded organizations and engage regularly with mentees, the Foundation and other mentors to share lessons learned to help support newly-funded programs based on learnings from the field, and o Support to share lessons learned from their program and mentorship experiences through the development of resources, publications and/or webinars/presentations among other activities. 2. Organizations that are awarded Mentor Grants in 2020 (Year One) may be eligible for a second year of continued funding in 2021 (Year Two), based on performance at the mid-year mark, availability of funds and Board approval. 3. Programs should be designed with funding for equipment less than 30% of the total budget for equipment that is integral to the specific program design and not for equipment that might support other ongoing, routine programs run by the organization. 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. 4. The Foundation will not fund vehicle purchases. 5. Costs over 10% in the budget category "Other" will not be considered. 6. 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 16-month grant timeframe paid for by the applying organization. Program Design:1. Program Design. Invited organizations applying for program funding will need to apply with the same program they were previously awarded funding for in 2019.*2. Measurable Outcomes and Participant Goals. The Foundation requires that all programs: o Collect and measure program outcomes. o Maintain or exceed their 2019 CCH Program Grant reached and tracked participant goals. o Maintain or exceed their 2019 CCH Program Grant programmatic goals that are connected to a community cardiovascular health need(s). o Demonstrate measurement outcomes at both the mid-year (March 2021) and year-end (November 30, 2021) time frames following the grant award. o Report on program outcomes for approximately half of the planned unduplicated tracked participants by March 2021. Program Execution: 1. Grant Awardees need to ask the Foundation's consideration and 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 and tracked, and behavioral and/or clinical measures. 2. Award recipients 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 outcomes revisions. |
| Part XV, Line 3a | The AstraZeneca HealthCare Foundation's (AZHCF) overall mission is to promote public awareness and education of healthcare issues and support nonprofit organizations consistent with its charitable purpose. AZHCF's signature program, Connections for Cardiovascular Health (CCH), was launched in 2010 to provide grants and capacity building to nonprofit and other tax-exempt organizations working in innovative ways to help improve cardiovascular health in communities across the United States. The Connections for Cardiovascular HealthSM Next Generation program launched in 2020, building on ten years of lessons learned and aims to expand to areas of the country with the greatest need and where our funding has not previously reached.In 2020, the CCH program marked its 11th year of grantmaking with the launch of its next iteration of the program, CCH Next Generation. Since the inception, CCH and CCH Next Generation funded programs have collectively reached over 1.7 million individuals and tracked over 67,000 participants for progress. Eleven organizations that received funding in the third quarter of 2019 and implemented their programs through the fourth quarter of 2010 reached over 11,000 individuals and tracked over 2,000 new participants for progress toward improved cardiovascular health.The AZHCF is also committed to sharing lessons learned for CCH Grant Awardees. Sharing key learnings is pivotal so that other organizations can use these insights in designing and implementing their own, innovative community-based cardiovascular health programs. AZHCF's Special Report, released in 2020, highlights the first decade of the CCH program through stories of the organizations and programs we have funded. The Foundation presented with longstanding CCH Grant Awardee, Catherine's Health Center (Grand Rapids, MI), on best practices for program sustainability and the benefits of health coaching models during two sessions at the American Public Health Association's 2020 Virtual Annual Meeting: o Sustainability of Cardiovascular Health Programs: Making Community Programs Tick After Funding Disappears o Health Coaches/Promotors: An Asset for Enhancing Retention and Recruitment and Facilitating the Feedback Loop Between Program Participants and ProvidersVisit our website's "Lessons Learned" section for more information: www.astrazeneca-us.com/foundation. The Foundation's Grant Awardees also have the opportunity to receive ongoing educational support with a virtual Learning Forum webinar series that aims to help organizations further build capacity as they implement their programs. Sessions in 2020 included: o An Orientation Webinar with a focus on reporting and evaluation to demonstrate program impact and communications to share program stories o A Virtual Awards Recognition and Roundtable on World Heart Day to bring together current and previous Grant Awardees to learn from one another, elevate awareness of cardiovascular disease and share ways to address it at the community level. Also included were two Learning Forums with sessions focused on reporting and evaluation, communications, sustainability and mentorship. |
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 | $4,767,299 | BookValueAmt |
| EOYFMV | $4,767,299 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $20,856 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,364 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| BOY Book Value | $2,278 | BOYBookValueAmt |
| EOY Book Value | $1,785 | EOYBookValueAmt |
| EOYFMV | $1,785 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Professional Membership Fees | $13,650 | $0 | $13,650 |
| Insurance | $950 | $0 | $950 |
| Printing, Video & Event Production | $9,500 | $0 | $9,500 |
| Office Expense - MISC | $57 | $0 | $57 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $81,099 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Contractor Expenses | $537,432 | $53,743 | $471,920 |
| Grant Awardee Educational Conferences | $0 | $0 | $30,112 |
| IT Consulting Fees | $35,000 | $0 | $35,000 |
| Evaluation Service Fees | $119,680 | $0 | $119,680 |
| Consultants | $0 | $0 | $0 |
| Dissemination Services | $11,422 | $0 | $13,027 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990 PF Excise Tax | CategoryTxt |
| Amt | $493 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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