2026-04-06T11:16:42-05:00 2025-12-31 161131146 Bonadio & Co LLP 2711 Centerville Road Suite 100 Wilmington DE 19808 990PF 2025-01-01 510349682 AstraZeneca Foundation (fka AstraZeneca Healthcare Foundation) ASTR 3028863000 1800 Concord Pike Wilmington DE 198502910 Theresa Rogler Treasurer 3028863000 2026-04-06 1 3026566632 2026-04-06 2025 2025-03-06 01:10:19Z X 41079592 X 700 X 404087 404087 0 4116000 0 1436580 0 1841367 404087 0 0 0 14413 0 17542 26006 0 25975 558746 37400 510193 5097 0 0 713 0 713 42950 0 42950 647925 37400 597373 1468582 1468582 2116507 37400 2065955 -275140 366687 28942 69567 69567 31573206 29009786 29009786 8937830 11992276 11992276 2940 7963 7963 40542918 41079592 41079592 30766 76221 30766 76221 X 18106811 16896290 22405341 24107081 40512152 41003371 40542918 41079592 40512152 -275140 766359 41003371 0 41003371 Money Market Sales P 2025-01-01 2025-12-31 4116000 4116000 0 0 0 5097 0 5097 0 5097 13060 0 0 0 13060 0 7963 7963 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 See Part XV AstraZeneca Foundation 3028863000 1800 Concord Pike Wilmington DE 198505437 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MOHIT MANRAO C/O AZHCF PO Box 15437 Wilmington DE 198505437 PRESIDENT; CHAIR (FROM 3/25) 2.00 0 0 0 MARIAM KOOHDARY C/O AZHCF PO Box 15437 Wilmington DE 198505437 SECRETARY 2.00 0 0 0 DAVID E WHITE C/O AZHCF PO Box 15437 Wilmington DE 198505437 TREASURER (TO 8/25) 2.00 0 0 0 THERESA ROGLER C/O AZHCF PO Box 15437 Wilmington DE 198505437 TREASURER (FROM 9/25); ASST TREAS (TO 2.00 0 0 0 KEITH BURNS C/O AZHCF PO Box 15437 Wilmington DE 198505437 ASSISTANT TREASURER (TO 2/25) 2.00 0 0 0 KEVIN DURNING C/O AZHCF PO Box 15437 Wilmington DE 198505437 ASSISTANT TREASURER 2.00 0 0 0 RASHIDA FERDINAND MFA C/O AZHCF PO Box 15437 Wilmington DE 198505437 TRUSTEE (FROM 3/25) 2.00 0 0 0 MATTHEW DIGGONS C/O AZHCF PO Box 15437 Wilmington DE 198505437 TRUSTEE 2.00 0 0 0 BARRY MANN MD FACS 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 R TAYLOR REED PHARMD C/O AZHCF PO Box 15437 Wilmington DE 198505437 TRUSTEE (FROM 3/25) 2.00 0 0 0 BRIDGET THERRIAULT C/O AZHCF PO Box 15437 Wilmington DE 198505437 EXECUTIVE DIRECTOR 5.00 0 0 0 NONE 0 KELLY SERVICES INC PO BOX 820405 PHILADELPHIA PA 19182 STAFFING 378568 NORC at University of Chicago 55 E Monroe St 30th Floor Chicago IL 60603 Evaluation Services 129375 0 Program 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. 221333 Community 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. 18501 Awareness 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. 364680 Grant 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. 53935 0 11918714 79813 0 11998527 0 0 11998527 179978 11818549 590927 590927 5097 5097 585830 0 585830 0 585830 2065955 0 2065955 585830 0 0 1587960 1436769 1265691 2940276 1854577 9085273 2065955 0 0 0 585830 1480125 0 0 10565398 0 0 0 0 0 0 1587960 8977438 1436769 1265691 2940276 1854577 1480125 Submit via website N/A Wilmington DE 19850 3028863000 Applications are only accepted on the Foundation's website; www.astrazeneca-us.com/sustainability/healthcare-foundation.html See statement 15 See statement 16 AIDS Resource Alliance Inc 500 West Third Street Williamsport PA 17701 None PC Operational support - Creating Health Access for Next Generation Equity Program 249949 Community Volunteers in Medicine 300 B Lawrence Drive West Chester PA 193809823 None PC Operational support - Creating Health Access for Next Generation Equity Program 250000 Health Care for the Homeless Inc 421 Fallsway Baltimore MD 21202 None PC Operational support - Creating Health Access for Next Generation Equity Program 250000 Individuals C/O AZF PO Box 15437 Wilmington DE 198505437 None I Employee Disaster Relief Program 2840 LCH Health and Community Services 731 West Cypress Street Kennett Square PA 19348 None PC Operational support - Creating Health Access for Next Generation Equity Program 250000 Mary's Center for Maternal and Child Care Inc 2333 Ontario Road NW Washington DC 200092627 None PC Operational support - Creating Health Access for Next Generation Equity Program 215793 SOME Inc 71 O Street NW Washington DC 20001 None PC Operational support - Creating Health Access for Next Generation Equity Program 250000 1468582 0 14 404087 Change in Pledge Discount 900099 1436580 0 404087 1436580 1840667 11a Amortization of discount on pledges receivable. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26006 0 25975 Creating Health Access for Next Generation Equity (CHANGE) Part XIV, Line 2c Creating 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 2d The 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. J.P. Morgan Prime MM Fund FMV 4864908 4864908 Vanguard 500 Prime FMV 4926475 4926475 Vanguard ST Bond Fund FMV 2200893 2200893 LEGAL FEES 14413 0 17542 Prepaid Excise Tax 2940 7963 7963 COMMUNICATION AND PUBLICATIONS 38080 0 38080 INSURANCE 950 0 950 PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS 3920 0 3920 Change in Pledge Discount 1436580 1436580 Unrealized Gain on Investments 766359 CONTRACTOR EXPENSES 373996 37400 378568 EVALUATION SERVICES 182500 0 129375 IT GRANT MANAGEMENT SYSTEM AND CONSULTING 0 0 0 PROFESSIONAL FEES 2250 0 2250 Excise Tax 5097 0 0