ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-27
- IRS object ID
- 202031189349100208
- Schema version
- 2019v5.1
- 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
- Schedule B
- 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 | 2020-04-27T10:00:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | David E White | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3028863000 | PhoneNum |
| Signature | 2020-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Kennedy | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2020-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,607,802 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $145,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,725,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,145,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,957 | 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 | $28,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,168 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $879,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $817,588 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,089 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $995,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $926,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $774,364 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $774,364 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,769,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,700,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $375,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,491 | CashBOYAmt |
| Cash EOY | $83,566 | CashEOYAmt |
| Cash EOYFMV | $83,566 | CashEOYFMVAmt |
| Other Investments BOY | $6,026,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,521,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,521,958 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,917 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,278 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,278 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,127,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,607,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,607,802 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,912 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $62,329 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $32,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,329 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,089,312 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,540,150 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,323 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,323 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,094,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,545,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,127,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,607,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,094,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $375,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,862 | OtherIncreasesAmt |
| Subtotal | $6,545,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,545,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP MORGAN MONEY MARKET FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-12-31 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $1,725,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,725,000 | 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 |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,012,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,572,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.440130 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,752,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,938,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.295107 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,644,107 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,829,102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.453605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,704,717 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,139,484 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.332296 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,305,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,533,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.346688 | DistributionYr5Rt |
| Total Distribution | 1.867826 | TotalDistributionRt |
| Average Distribution | 0.373565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,667,851 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,117,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,118,131 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,700,953 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,917 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,917 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,278 | OverpaymentAmt |
| Applied To ES Tax | $2,278 | 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 (12 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 | 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 |
| Howard Hutchinson MD FACC | ||||||||
| 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 | Assistant Treasurer | 2.00 | $0 | $0 | $0 |
| Ms Joyce Jacobson | ||||||||
| C/O AZHCF PO Box 15437 | Wilmington | DE | 198505437 | Executive Director | 34.00 | $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 (5 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 | $496,870 |
| Public Communications Inc | |||||
| One East Wacker Drive Suite 2450 | Chicago | IL | 60601 | Public Relations | $136,914 |
| MCVEIGH ASSOCIATES INC | |||||
| 209 W 40th St 201 | New York | NY | 10018 | Event services | $84,345 |
| JEFFREY L OSGOOD JR CONSULTING LLC | |||||
| 201 E Gay St Apt 203 | West Chester | PA | 19380 | Evaluation | $60,095 |
| R LORRAINE BERNOTSKY CONSULTING LLC | |||||
| 13 Lindenwood Drive | Exton Chester | PA | 19341 | Evaluation | $55,165 |
| 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 AstraZeneca HealthCare Foundation is committed to providing grants and capacity building to US-based organizations working to improve heart health in the United States through its Connections for Cardiovascular Health (CCH) program for its Grant Awardees and other interested organizations. Evaluation services from our university partners provide the basis for understanding program outcomes and where capacity building needs to occur. Grant Awardees have access to Foundation staff and university partners to provide program assistance. 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. At mid-year after receiving the evaluation, Grant Awardees may also be required to submit action plans to ensure they meet program goals by year-end. At the end of the year, all 11 funded programs met or exceeded their objectives based on their evaluations. | Description1Txt |
| Expenses1 | $147,880 | Expenses1Amt |
| Description2 | In April, the Mentor-Mentee Learning Forum served to launch the Foundation's pilot mentorship program and foster peer-to-peer learning amongst six Grant Awardees. The mentorship program pairs newly-funded organizations with longstanding Grant Awardees to help them launch successful programs. The Learning Forum included activities such as evaluation consultations with our university partners as well as workshops on mentorship, communications, sustainability and evaluation and the opportunity to see the CCH Grant Awardee co-host's program in action. | Description2Txt |
| Expenses2 | $289,968 | Expenses2Amt |
| Description3 | Capacity building and sustainability are key elements of the Foundation's CCH program. Activities supporting these focus areas included regular engagement calls to support Grant Awardee communications and social media activities, to further share information on their programs, lessons learned, and demonstrate their impact via program outcomes. The Foundation also supported sustainability through engaging with university consultants via a webinar to help the Grant Awardees develop program sustainability plans, culminating in an in-person workshop and consultations on the plans in November to mark the CCH program's 10th year anniversary. Grant Awardees had access to our university evaluation partners to further develop and complete their program sustainability plans. | Description3Txt |
| Expenses3 | $47,015 | Expenses3Amt |
| Description4 | The Foundation developed its Effective Program Practices Guide as an educational resource designed to help organizations develop their own community health programs. The Guide includes general guidelines for building an effective community health program and six innovative program approaches commonly used by CCH Grant Awardees for other organizations to adopt or modify. The Foundation shared lessons learned through dissemination activities such as: a webinar presentation through the Society for Public Health Education, social media, e-mail distribution to the Foundation's mailing list of over 2,000 interested parties, and additional email outreach through partner organizations. Dissemination efforts focused on helping to build capacity for eight Grant Awardees to submit abstracts to the American Public Health Association 2019 Annual Meeting & Expo. Six Grant Awardee abstracts were accepted for presentations (2 poster, 5 oral), and the Foundation's oral presentation, and 2 short films. | Description4Txt |
| Expenses4 | $307,813 | 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 | $5,657,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,754,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,754,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,667,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,639 | TotalTaxAmt |
| Distributable Before Adj | $281,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $281,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $281,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,700,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,700,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,700,953 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,830,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,253,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,352,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,417,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,785,030 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,639,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,700,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,419,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,058,287 | 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 | $2,830,414 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,227,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,253,511 | ExcessFromYear4Amt |
| Excess From Year3 | $2,352,722 | ExcessFromYear3Amt |
| Excess From Year2 | $1,417,411 | ExcessFromYear2Amt |
| Excess From Year1 | $1,785,030 | ExcessFromYear1Amt |
| Excess From Current Year | $1,419,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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 - CARDIO ("Cardiovascular Awareness Recognizing Diet and Integration of Exercise Options" | $125,000 |
| Catherine's Health Center | |||||||
| 1211 Lafayette | Grand Rapids | MI | 49505 | None | 509(a)(1) | Program support - Healthy Heart Team | $50,000 |
| Chesapeake Charities Inc | |||||||
| 101 LOG CANOE CIRCLE | Stevensville | MD | 21666 | None | 509(a)(1) | Program support - Partnering for Youth Cardio-Fit Project | $50,000 |
| Mallory Community Health Center | |||||||
| 17280 Highway 17 South | Lexington | MS | 390950479 | None | 509(a)(1) | Program support - Take Control of Your Health | $50,000 |
| Mercy Hospital Foundation Inc | |||||||
| 144 GENESEE STREET | Buffalo | NY | 14203 | None | 509(a)(1) | Program support - Heart Smart for Life | $50,000 |
| Sankofa Community Development Corporation | |||||||
| 5200 Dauphine Street | New Orleans | LA | 70117 | None | 509(a)(1) | Program support - Healthy HeartBeats | $50,000 |
| Sisseton Wahpeton Oyate of the Lake Traverse Reservation | |||||||
| PO Box 509 | Agency Village | SD | 57262 | None | 509(a)(1) | Program support - Sisseton-Wahpeton Oyate Connections for Cardiovascular Health - Heart of the Nation (HON) | $125,000 |
| St Mary's Health Wagon | |||||||
| PO Box 7070 | Wise | VA | 24293 | None | 509(a)(1) | Program support - Expansion of Heart Health 1, 2, 3 Comprehensive Cardiovascular Disease Initiative for Diabetes Mellitus, Metabolic Syndrome, and Obesity | $50,000 |
| University of Mississippi | |||||||
| PO Box 1848 | University | MS | 386771848 | None | 509(a)(1) | Program support - Healthy Hearts in the Heart of the City | $125,000 |
| West Virginia Health Right Inc | |||||||
| 1520 Washington Street | Charleston | WV | 25311 | None | 509(a)(1) | Program support - SCALE ("Sustainable Changes and Lifestyle Enhancement") | $50,000 |
| Westminster Free Clinic | |||||||
| 5560 NAPOLEON AVENUE | Oak Park | CA | 91377 | None | 509(a)(1) | Program support - Corazones Sanos (Healthy Hearts) Program | $50,000 |
| Return unused grant funds from Drexel University & Mid Valley Family YMCA | |||||||
| C/O PO Box 15437 | Wilmington | DE | 198505437 | None | Return of unused grant funds from Drexel University and Mid Valley Family YMCA | -$636 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $774,364 | 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 | $145,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,957 | 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 | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $13,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 2019 Connections for Cardiovascular HealthSM Criteria: | Part XV, Line 2d | 2019 Connections for Cardiovascular HealthSM 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 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. Grant applicants must be invited to apply 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 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 done.5. Demonstrate a clear plan for long-term program sustainability, to further improve cardiovascular health after Foundation grants are expended.Foundation 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). o Government Entities3. 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 intention of 2019 CCH Program Grant funding is two-fold: to support a limited number of previously-funded programs that demonstrate positive outcomes and to work towards program sustainability beyond CCH funding.The Foundation will only accept one application per organization for a single year of funding. There is no guarantee of funding:1. Organizations that received their first year of CCH funding in November 2018 may apply for funding up to $125,000 in support of their previously CCH-funded program and to work towards program sustainability beyond CCH-funding.2. Organizations that have received more than one year of previous CCH funding may apply for funding up to $50,000 in support of their previously-funded CCH program and to work towards program sustainability beyond CCH-funding.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.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. Program Design. Invited organizations will need to apply with the same program they applied for, and were awarded funding for, in 2018. The program design will need to remain consistent with their approved and funded 2018 CCH Program Grant application, unless they received prior approval from the AstraZeneca HealthCare Foundation to revise their program design and/or outcomes.4. The Foundation seeks programs that: o 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. o 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. o Demonstrate sustainability. Programs should be able to continue beyond the potential grant period and potential AstraZeneca HealthCare Foundation funding. o Measurable Outcomes and Participant goals. Grant applicants will need to: a) Collect and measure program outcomes. b) Maintain or exceed their 2018 CCH Program Grant reached and tracked participant goals. c) Maintain or exceed their 2018 CCH Program Grant programmatic goals that are connected to a community cardiovascular health need(s). d) Demonstrate measurement outcomes at both the mid-year (May 2020) and year-end (November 2020) time frames following the grant award. e) Report on program outcomes for approximately half of the planned unduplicated tracked participants by May 2020. f) Demonstrate quality and robustness in measurement and evaluation efforts.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 Addendum to the Letter of Agreement. These requirements include: o Three-month progress report submitted by January 24, 2020 (covers progress from November 2019 through January 2020) o Mid-year progress report, sustainability efforts and program outcomes submitted by May 29, 2020 (covers progress from November 2019 through May 2020) o Comprehensive year-end report, sustainability efforts and program outcomes submitted by November 13, 2020 (covers progress from November 2019 through October 31, 2020)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. |
| 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. In 2019, the CCH program marked its 10th year of grantmaking. Since the inception, CCH-funded programs have collectively reached over 1.7 million individuals and tracked over 65,000 participants for progress. Eleven organizations that received funding in the third quarter of 2018 and implemented their programs through the fourth quarter of 2019 reached over 18,500 individuals and tracked over 5,500 new participants for progress toward improved cardiovascular health. The AZHCF is also committed to sharing lessons learned for CCH Grant Awardees and other interested organizations. Grant funding dedicated for dissemination activities in 2019 resulted in CCH Grant Awardees presenting at 10 state and national conferences. This includes seven organizations who presented at the American Public Health Association (APHA) 2019 Annual Meeting & Expo, through oral presentations, poster sessions and the Global Public Health Film Festival.Additional efforts to support capacity building for CCH Grant Awardees included two Learning Forums, with sessions focused on reporting and evaluation, communications, sustainability and mentorship. Mentorship was a new component this year with a mentorship pilot program, where three newly-funded organizations were paired with several longstanding CCH Grant Awardees, to help them get their programs off to successful starts and provide guidance along the way.The AZHCF shared its own lessons learned through the development and distribution of the Effective Program Practices Guide, a webinar with the Society for Public Health Education, and our own presentation and short film highlighted at the APHA 2019 Annual Meeting & Expo alongside our Grant Awardees. Visit our website's "Lessons Learned" section for more information: www.astrazeneca-us.com/foundation. |
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 | $6,521,958 | BookValueAmt |
| EOYFMV | $6,521,958 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $28,026 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,168 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| BOY Book Value | $3,917 | BOYBookValueAmt |
| EOY Book Value | $2,278 | EOYBookValueAmt |
| EOYFMV | $2,278 | 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 | $14,778 | $0 | $14,928 |
| Insurance | $1,256 | $628 | $628 |
| Printing, Video & Event Production | $56,882 | $0 | $54,604 |
| Office Expense - MISC | $173 | $0 | $173 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $74,862 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Contractor Expenses | $496,870 | $49,687 | $443,691 |
| Grant Awardee Educational Conferences | $98,672 | $0 | $98,672 |
| IT Consulting Fees | $18,000 | $0 | $28,200 |
| Evaluation Service Fees | $115,260 | $0 | $115,260 |
| Consultants | $136,914 | $13,691 | $119,723 |
| Dissemination Services | $13,647 | $0 | $12,042 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990 PF Excise Tax | CategoryTxt |
| Amt | $1,639 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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