ASTRAZENECA HEALTHCARE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ASTRAZENECA HEALTHCARE FOUNDATION (EIN 51-0349682)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-06
IRS object ID
202620969349100127
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-06T11:16:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161131146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bonadio & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12711 Centerville Road Suite 100AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19808ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510349682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AstraZeneca FoundationBusinessNameLine1Txt
Business Name Line2(fka AstraZeneca Healthcare Foundation)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASTRBusinessNameControlTxt
Phone3028863000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 Concord PikeAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198502910ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTheresa RoglerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone3028863000PhoneNum
Signature2026-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3026566632PhoneNum
Preparation2026-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,079,592FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$404,087DividendsRevAndExpnssAmt
Dividends Net Invst Incm$404,087DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,116,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,436,580OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,841,367TotalRevAndExpnssAmt
Total Net Invst Incm$404,087TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,413LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$17,542LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,006AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$25,975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$558,746OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,400OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$510,193OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,097TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$713TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$713TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$42,950OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$42,950OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$647,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$597,373TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,468,582ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,468,582ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,116,507TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,065,955TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$275,140ExcessRevenueOverExpensesAmt
Net Investment Income$366,687NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,942CashBOYAmt
Cash EOY$69,567CashEOYAmt
Cash EOYFMV$69,567CashEOYFMVAmt
Grants Receivable BOY$31,573,206GrantsReceivableBOYAmt
Grants Receivable EOY$29,009,786GrantsReceivableEOYAmt
Grants Receivable EOYFMV$29,009,786GrantsReceivableEOYFMVAmt
Other Investments BOY$8,937,830OtherInvestmentsBOYAmt
Other Investments EOY$11,992,276OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,992,276OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,940OtherAssetsBOYAmt
Other Assets EOY$7,963OtherAssetsEOYAmt
Other Assets EOYFMV$7,963OtherAssetsEOYFMVAmt
Total Assets BOY$40,542,918TotalAssetsBOYAmt
Total Assets EOY$41,079,592TotalAssetsEOYAmt
Total Assets EOYFMV$41,079,592TotalAssetsEOYFMVAmt
Accounts Payable BOY$30,766AccountsPayableBOYAmt
Accounts Payable EOY$76,221AccountsPayableEOYAmt
Total Liabilities BOY$30,766TotalLiabilitiesBOYAmt
Total Liabilities EOY$76,221TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,106,811NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,896,290NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$22,405,341DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$24,107,081DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$40,512,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,003,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$40,542,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,079,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,512,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$275,140ExcessRevenueOverExpensesAmt
Other Increases$766,359OtherIncreasesAmt
Subtotal$41,003,371SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,003,371TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMoney Market SalesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2025-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$4,116,000GrossSalesPriceAmt
Cost Or Other Basis$4,116,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,097InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,097SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,060EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,060TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,963OverpaymentAmt
Applied To ES Tax$7,963AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressSee Part XVWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AstraZeneca FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3028863000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 Concord PikeAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198505437ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MOHIT MANRAO
C/O AZHCF PO Box 15437WilmingtonDE198505437PRESIDENT; CHAIR (FROM 3/25)2.00$0$0$0
MARIAM KOOHDARY
C/O AZHCF PO Box 15437WilmingtonDE198505437SECRETARY2.00$0$0$0
DAVID E WHITE
C/O AZHCF PO Box 15437WilmingtonDE198505437TREASURER (TO 8/25)2.00$0$0$0
THERESA ROGLER
C/O AZHCF PO Box 15437WilmingtonDE198505437TREASURER (FROM 9/25); ASST TREAS (TO2.00$0$0$0
KEITH BURNS
C/O AZHCF PO Box 15437WilmingtonDE198505437ASSISTANT TREASURER (TO 2/25)2.00$0$0$0
KEVIN DURNING
C/O AZHCF PO Box 15437WilmingtonDE198505437ASSISTANT TREASURER2.00$0$0$0
RASHIDA FERDINAND MFA
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE (FROM 3/25)2.00$0$0$0
MATTHEW DIGGONS
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE2.00$0$0$0
BARRY MANN MD FACS
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE2.00$0$0$0
L KRISTIN NEWBY MD MHS
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE2.00$0$0$0
GAYLE PORTER PSYD
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE2.00$0$0$0
R TAYLOR REED PHARMD
C/O AZHCF PO Box 15437WilmingtonDE198505437TRUSTEE (FROM 3/25)2.00$0$0$0
BRIDGET THERRIAULT
C/O AZHCF PO Box 15437WilmingtonDE198505437EXECUTIVE DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
KELLY SERVICES INC
PO BOX 820405PHILADELPHIAPA19182STAFFING$378,568
NORC at University of Chicago
55 E Monroe St 30th FloorChicagoIL60603Evaluation Services$129,375
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Program Reporting & Evaluation:In 2025, the Foundation, its evaluation partners and its CHANGE grant awardees continued to refine their evaluation framework that centers community voices and measures improvements in healthcare access. As part of the framework, awardees submit a mid-year and year-end impact report each grant year and receive an evaluation prepared by the evaluation partners. The evaluation helps awardees assess their progress toward goals and may include recommendations to address challenges as needed. Awardees have regular access to Foundation staff and evaluation partners to provide assistance. By late 2025, all 6 awardees met or exceeded their objectives overall on their evaluations and collectively reached 29,000+ patients through direct services and outreach. All 6 awardees successfully demonstrated improvements in healthcare access such as through expanding service offerings and reach, addressing patient barriers and/or integrating patient-centered practices.Description1Txt
Expenses1$221,333Expenses1Amt
Description2Community Advisory Board:As part of the AstraZeneca Foundation's Creating Health Access for Next Generation Equity (CHANGE) program, the Foundation and its evaluation partners virtually host bi-monthly Community Advisory Board meetings to bring grant awardees and partners together for meaningful dialogue, shared learning and capacity building to help organizations maximize their impact. During this past year, these collaborative sessions focused on training and technical assistance to support grant awardee needs in communications and branding, sustainability and dissemination as well as discuss implementation barriers and facilitators. During the months where the CAB did not meet, office hours were offered for grant awardees to drop in and ask questions or participate in group discussion. Additionally, a learning forum brought together CHANGE awardees to foster connections and share lessons learned through interactive activities and group discussions.Description2Txt
Expenses2$18,501Expenses2Amt
Description3Awareness Building:The AstraZeneca Foundation amplifies the work of grant awardee initiatives and the importance of community health commitments through communications such as social media, its Annual Report, an e-mail distribution list of 2,000+ individuals, videos and blog posts. To help CHANGE awardees further build capacity, the Foundation developed and provided them with a communications toolkit, including press release and social media templates to share their award notice with their community. The Foundation also participated in AstraZeneca's second annual Health Equity in ACTion Expo with its awardees to raise awareness for their organizations and efforts to improve healthcare access for populations experiencing health disparities. In alignment with its commitment to sharing lessons learned, the Foundation also presented its innovative CHANGE partnership model at the American Public Health Association Annual Meeting & Expo.Description3Txt
Expenses3$364,680Expenses3Amt
Description4Grant Selection Process:The AstraZeneca Foundation's Grant Review Committee conducted a grant review to evaluate third-year Creating Health Access for Next Generation (CHANGE) grant applications for organizations offering innovative, community-engaged approaches to improve access to quality healthcare. Each application was reviewed to ensure adherence to requirements, appropriate plans in place and a clearly defined budget. All grant applications were recommended by the Foundation Grant Review Committee for approval by the Board.Description4Txt
Expenses4$53,935Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,918,714AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,813AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,998,527TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,998,527AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$179,978CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,818,549NetVlNoncharitableAssetsAmt
Minimum Investment Return$590,927MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$590,927MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,097TaxBasedOnInvestmentIncomeAmt
Total Tax$5,097TotalTaxAmt
Distributable Before Adj$585,830DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$585,830DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$585,830DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,065,955ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,065,955QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$585,830DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,587,960ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,436,769ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,265,691ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,940,276ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,854,577ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,085,273TotalExcessDistributionCyovAmt
Qualifying Distributions$2,065,955QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$585,830AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,480,125RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,565,398TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,587,960ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,977,438ExcessDistriCyovToNextYrAmt
Excess From Year4$1,436,769ExcessFromYear4Amt
Excess From Year3$1,265,691ExcessFromYear3Amt
Excess From Year2$2,940,276ExcessFromYear2Amt
Excess From Year1$1,854,577ExcessFromYear1Amt
Excess From Current Year$1,480,125ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSubmit via websiteRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1N/AAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19850ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3028863000RecipientPhoneNum
Form And Info And MaterialsApplications are only accepted on the Foundation's website; www.astrazeneca-us.com/sustainability/healthcare-foundation.htmlFormAndInfoAndMaterialsTxt
Submission DeadlinesSee statement 15SubmissionDeadlinesTxt
Restrictions On AwardsSee statement 16RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIDS Resource Alliance Inc
500 West Third StreetWilliamsportPA17701NonePCOperational support - Creating Health Access for Next Generation Equity Program$249,949
Community Volunteers in Medicine
300 B Lawrence DriveWest ChesterPA193809823NonePCOperational support - Creating Health Access for Next Generation Equity Program$250,000
Health Care for the Homeless Inc
421 FallswayBaltimoreMD21202NonePCOperational support - Creating Health Access for Next Generation Equity Program$250,000
Individuals
C/O AZF PO Box 15437WilmingtonDE198505437NoneIEmployee Disaster Relief Program$2,840
LCH Health and Community Services
731 West Cypress StreetKennett SquarePA19348NonePCOperational support - Creating Health Access for Next Generation Equity Program$250,000
Mary's Center for Maternal and Child Care Inc
2333 Ontario Road NWWashingtonDC200092627NonePCOperational support - Creating Health Access for Next Generation Equity Program$215,793
SOME Inc
71 O Street NWWashingtonDC20001NonePCOperational support - Creating Health Access for Next Generation Equity Program$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,468,582TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$404,087ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescChange in Pledge DiscountDesc
Business900099BusinessCd
Related Or Exempt Function Incm$1,436,580RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$404,087ExclusionAmt
Related Or Exempt Function Incm$1,436,580RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,840,667TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11aLineNumberTxt
Relationship StatementAmortization of discount on pledges receivable.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$26,006Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,975DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
Creating Health Access for Next Generation Equity (CHANGE)Part XIV, Line 2cCreating Health Access for Next Generation Equity (CHANGE) The AstraZeneca Foundation (Foundation) is committed to ensuring that everyone in the US has a fair and just opportunity to attain their highest level of health. The Foundation works to accomplish this by supporting nonprofit organizations with initiatives that address social determinants of health, or the conditions in which people are born, grow, live, work and age that impact health.As an important determinant of health outcomes, a key priority for the Foundation is improving access to timely and quality healthcare services. The Foundation recognizes that access to quality healthcare can be challenging due to barriers such as a lack of health insurance, transportation, employment and general socioeconomic status, among other factors. Accordingly, the AstraZeneca Foundation has established the Creating Health Access for Next Generation Equity (CHANGE) program. The CHANGE program awards Foundation grants to U.S.-based, nonprofit 501(c)(3) organizations or similar nonprofit organizations working in innovative, collaborative ways at the community level to improve access to quality healthcare. Our aim is for funded organizations to maximize the benefit to community members and community-based organizations and to work toward continuing their services beyond potential AstraZeneca Foundation funding.The intent of the 2025 grants is to provide continued funding for general operating support to organizations that received CHANGE grants in 2023 and 2024 to continue to enhance access to quality healthcare and to share lessons learned with other organizations to help expand the impact of their efforts. 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. 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. The organization must continue to be based in the United States or its territories and serve communities in at least one of the following locations: Delaware, Maryland, Pennsylvania or Washington DC.Funding Criteria The Foundation will fund requests between $200,000 and $250,000 for the third year. There is no guarantee of funding. o To be considered for continued funding, organizations must meet or exceed objectives overall in their Year Two Mid-Year Evaluation, as assessed by the Foundation's evaluation partners. Organizations not meeting or partially meeting objectives overall will be considered on a case-by-case basis by the Board of Trustees. Organizations that are applying for continued funding must complete and submit a brief grant application confirming goals and activities for the grant year and reaffirming the organization's representations and warranties and other obligations under the grant agreement. Any budget expenses allocated for healthcare provider compensation may support a portion of or up to the full annual salary of the healthcare provider but cannot be in addition to the healthcare provider's annual salary for the grant timeframe paid for by the applying organization. While indirect costs and fringe benefits are not capped, grant requests should demonstrate that most funding will directly benefit community members and community-based organizations.Priority Communities Organizations must continue to demonstrate a commitment to improving equitable access to quality healthcare for all patients. Organizations that provide services in areas of low-income and/or remote/rural areas are expected to continue to do so.Focus Areas/Services Organizations must continue to provide services tailored to the needs of their communities to help improve access to quality healthcare while considering the social determinants of health that impact community members. This may include but is not limited to: o Providing access to care services (e.g., screenings, wellness and prevention services) and coordination of care (e.g., case managers, health coaches, promotores) o Mitigating barriers that impact access to care services (e.g., transportation, affordability physical accessibility, translation services, plain language materials) Organizations are expected to continue to: o Offer innovative, community-engaged approaches to improving access to quality healthcare o Include collaboration with other community-based organizations in their approach o Create a new partnership and/or coalition or expand existing partnerships with other institutions to help breakdown pre-existing silos and maximize benefit to the community through collaboration o Engage with their local communities/populations served to help guide decisions around services and accelerate local change o Conduct community-based outreach o Demonstrate robust plans to sustain their access to quality healthcare efforts (via fundraisers, grants, partnerships, reimbursable services etc.) and are encouraged to show potential to replicate their approach Organizations that include a focus on promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers are expected to continue to do so. Organizations are encouraged to measure their overall impact on community health. Organizations need to develop and disseminate one of the following items during the grant year to share best practices, impacts and lessons learned from their funded approach with organizations who may be interested in replicating aspects of their approach: o conference presentation o webinar/presentation o toolkit o white paper o video o publication in a scholarly journal o Other dissemination strategies may be considered.Exclusions The Foundation does NOT fund applications that focus exclusively on the following: o Capital investments and unsolicited capital campaigns o Medical education and/or training (i.e., training necessary to obtain a degree or license) for healthcare professionals that is more than incidental and that is the primary focus of the grant's activities o Research or clinical trials o Healthcare provider salaries o Faith-based programs that are NOT open to the community-at-large The Foundation does NOT support: o Initiatives outside the United States or its territories o Individuals o For-profit organizations o Endowments o Journals or advertising o Political causes, lobbying, fraternal or social organizations o Religious organizations whose activities are not open to the general public o Nonprofit organizations that discriminate on the basis of age, race, ethnicity, religion, national origin, gender, sexual orientation, marital status, military service, veteran status or disabilityGrant Application Applying organizations will need to: o Provide 1) a copy of their current IRS 990 form or documents that confirm eligibility to receive charitable donations and 2) audited financials for the past fiscal year. (If audited financials are not available, unaudited financial statements may be submitted). o Identify a goal for the number of individuals to be reached through their access to quality healthcare efforts. o Identify key short-term goals of their efforts to improve access to quality healthcare during the grant year and continue to measure the long-term impact of their efforts across the three years of CHANGE funding.Grant Execution Grant awardees will need to submit regular reports and other requirements to the Foundation according to deadlines and processes set forth in the Letter of Agreement Addendum. Written approval from the Foundation is needed from grant awardees prior to making a major change in objectives, budget or scope. Some examples include but are not limited to service location, target audience and goals. Grant awardees (1-2 individuals per organization) need to be available to participate in a Community Advisory Board, including up to monthly virtual meetings (with some potential in-person opportunities) with fellow grant awardees, Foundation staff and its evaluation partners for capacity-building activities based on identified needs and to refine the reporting and evaluation plan as needed.
Part XIV, Line 2dThe AstraZeneca Foundation's mission is to advance health equity and foster community wellbeing. Through its signature program, Creating Health Access for Next Generation Equity (CHANGE), the Foundation provides grants to US-based nonprofit organizations working to improve access to quality healthcare in their communities. As part of their efforts, organizations focus on promoting screenings, early diagnosis, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers as well as expanding partnerships with the intent of breaking down institutional silos and maximizing benefit to the community through collaboration. CHANGE is more than a grantmaking platform; it is a philanthropic collaborative by which the Foundation brings funded organizations together for meaningful dialogue, capacity-building and shared learning and implementation.Since 2023, funded organizations have collectively reached more than 59,000 individuals with direct services, events and programming and have improved healthcare access through addressing barriers to care, expanding service offerings and reach, and/or integrating patient-centered practices. In the second half of 2025, six current awardees serving communities in Delaware, Maryland, Pennsylvania and Washington, D.C., received third year CHANGE grants, totaling $1.46M, to continue their work to improve access to quality healthcare and to share lessons learned. The CHANGE grant cycle will run through October of 2026. An open call for applications will take place from April 1 May 5, 2026 at 5:00 p.m. ET for the next CHANGE cohort. For more information, visit: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/change.html.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
J.P. Morgan Prime MM FundFMV$4,864,908$4,864,908
Vanguard 500 PrimeFMV$4,926,475$4,926,475
Vanguard ST Bond FundFMV$2,200,893$2,200,893

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$14,413LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,542DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid Excise TaxDesc
BOY Book Value$2,940BOYBookValueAmt
EOY Book Value$7,963EOYBookValueAmt
EOYFMV$7,963EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION AND PUBLICATIONS$38,080$0$38,080
INSURANCE$950$0$950
PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS$3,920$0$3,920

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescChange in Pledge DiscountDesc
Revenue And Expenses Per Books$1,436,580RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,436,580AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain on InvestmentsDesc
Amt$766,359Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACTOR EXPENSES$373,996$37,400$378,568
EVALUATION SERVICES$182,500$0$129,375
IT GRANT MANAGEMENT SYSTEM AND CONSULTING$0$0$0
PROFESSIONAL FEES$2,250$0$2,250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$5,097Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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