Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
AstraZeneca HealthCare Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1800 Concord Pike
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198502910
A Employer identification number

51-0349682
B Telephone number (see instructions)

(302) 886-3000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$40,732,201J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 336,451 336,451  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 3,340,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,654,846 0  
12 Total. Add lines 1 through 11........ 1,991,347 336,451  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,619 0   28,581
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,534 0   23,685
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
630,457 33,065   616,453
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,217 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,594 0   31,643
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
411,977 0   428,320
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,135,398 33,065   1,128,682
25 Contributions, gifts, grants paid....... 2,171,839 2,171,839
26 Total expenses and disbursements. Add lines 24 and 25 3,307,237 33,065   3,300,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,315,890
b Net investment income (if negative, enter -0-) 303,386
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 20,967 54,496 54,496
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 36,370,220 34,025,066 34,025,066
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,599,657 Click to see attachment
List of Attached Documents:
// Content
6,650,839 		6,650,839
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,101 		Click to see attachment
List of Attached Documents:
// Content
1,800 		Click to see attachment
List of Attached Documents:
// Content
1,800
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,991,945 40,732,201 40,732,201
Liabilities 17 Accounts payable and accrued expenses.......... 116,966 119,465
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 116,966 119,465
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 21,689,869 19,380,251
25 Net assets with donor restrictions............ 20,185,110 21,232,485
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 41,874,979 40,612,736
30 Total liabilities and net assets/fund balances (see instructions). 41,991,945 40,732,201
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
41,874,979
2
Enter amount from Part I, line 27a .....................
2
-1,315,890
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
54,731
4
Add lines 1, 2, and 3 ..........................
4
40,613,820
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,084
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,612,736
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Money Market Sales P 2023-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,340,000   3,340,000 0
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 0
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,217
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,217
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,217
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,017
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,017
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,800
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,800 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowSee Part XV
14
The books are in care ofright arrowAstraZeneca HealthCare Foundation Inc Telephone no.right arrow (302) 886-3000

Located atright arrow1800 Concord PikeWilmingtonDE ZIP+4right arrow198505437
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES W BLASETTO MD MPH FACC CHAIRMAN
3.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
CHRISTINE BLOOMQUIST PRESIDENT (UNTIL 6/23)
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
MARIAM KOOHDARY SECRETARY
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
DAVID E WHITE TREASURER
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
THERESA ROGLER ASSISTANT TREASURER
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
KEITH BURNS ASSISTANT TREASURER
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
KEVIN DURNING ASSISTANT TREASURER
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
RACHELE BERRIA MD PHD TRUSTEE
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
MATTHEW DIGGONS TRUSTEE
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
BARRY MANN MD FACS TRUSTEE (FROM 2/23)
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
L KRISTIN NEWBY MD MHS TRUSTEE
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
GAYLE PORTER PSYD TRUSTEE
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
MIKA SOVAK MD PHD TRUSTEE
2.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
MARTHA ORZECHOWSKI EXECUTIVE DIRECTOR (UNTIL 1/23)
12.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
BRIDGET THERRIAULT EXECUTIVE DIRECTOR (FROM 1/23)
15.00 		0 0 0
C/O AZHCF PO Box 15437
Wilmington,DE198505437
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
HUNTSWORTH HOLDING INC DBA EVOKE KYNE CONSULTANT 380,741
300 VESEY ST 10TH FLOOR
NEW YORK,NY10282
KELLY SERVICES INC STAFFING 321,784
PO BOX 820405
PHILADELPHIA,PA19182
R LORRAINE BERNOTSKY CONSULTING LLC CONSULTANT 55,990
348 WATERLOO BLVD APT 412
EXTON,PA19341
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Program Reporting & Evaluation:Connections for Cardiovascular Health (CCH) Next Generation grant awardees submit program reports and receive evaluations three times per grant year which help identify outcomes and areas that may need addressed. After receiving the evaluation, grant awardees may be asked to submit action plans to ensure they meet program goals by year-end. Grant awardees have regular access to Foundation staff and university partners for assistance. At year-end, all six organizations met or exceeded their objectives overall on their evaluations. Separately, Creating Health Access for Next Generation Equity (CHANGE) grant awardees participate in a monthly community advisory board (CAB) with the Foundation and university partners for capacity-building support and to establish a reporting and evaluation framework to assess improvements in access to quality healthcare. 302,924
2 Educational Sessions:As part of the Foundation's CCH Next Generation Mentorship Program, regular engagement calls and educational webinars are held to support grant awardee organizations in building capacity to successfully deliver impactful programs. During this past year, the Foundation and its university evaluation partners worked with CCH Next Generation grant awardees to assess strengths and weaknesses for sustainability and develop program sustainability action plans to ensure organizations are well positioned to continue their programs beyond Foundation funding. Additionally, a learning forum brought together longstanding CCH Next Generation grant awardees and new CHANGE awardees to foster connections and share lessons learned through a panel session and roundtable discussions. 31,266
3 Communications & Dissemination:The Foundation works to amplify the work of grant awardee initiatives as well as the importance of health equity commitments through communications activities such as social media, its Annual Report, an e-mail distribution to the Foundation's mailing list of over 2,000 individuals, videos and blog posts. Additionally, in 2023, the Foundation supported CCH Next Generation grant awardees in their efforts to raise awareness for their programs and further build capacity in communications through providing a monthly e-newsletter with social media tips and resources, as well as templates for social media and press releases. In alignment with its commitment to sharing lessons learned, the Foundation also disseminated its Mentorship Program Toolkit, which offers effective practices from its impactful Mentorship Program and serves as a roadmap for other philanthropic and nonprofit organizations interested in developing a mentorship program of their own. 590,160
4 Application & Grant Process Review:In 2023, the Foundation offered several capacity-building activities to support CHANGE grant applicants in developing impactful applications: a webinar with tips, examples and resources; a strong sample application; office hours to ask questions; and a Guide for Strengthening Proposals for organizations requesting feedback on initial applications not selected. A multi-tier grant review process was conducted to evaluate applications and identify organizations offering innovative, community-engaged approaches to improving access to quality healthcare with the greatest potential for success. The Board of Trustees selected the final applicants for funding. Additionally, a separate grant review process was held to vet Health Equity Grant applications from previous CCH Next Generation grant awardees and ensure that each application met requirements. All Health Equity Grant applications were recommended for approval by the Board. 102,312
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,989,162
b
Average of monthly cash balances.......................
1b
411,075
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,400,237
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,400,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
111,004
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,289,233
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
364,462
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
364,462
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,217
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,217
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
360,245
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
360,245
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
360,245
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,300,521
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,300,521
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 360,245
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,785,030
b From 2019...... 1,419,199
c From 2020...... 1,587,960
d From 2021...... 1,436,769
e From 2022...... 1,265,691
f Total of lines 3a through e ........ 7,494,649
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,300,521
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 360,245
e Remaining amount distributed out of corpus 2,940,276
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 10,434,925
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,785,030
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,649,895
10 Analysis of line 9:
a Excess from 2019.... 1,419,199
b Excess from 2020.... 1,587,960
c Excess from 2021.... 1,436,769
d Excess from 2022.... 1,265,691
e Excess from 2023.... 2,940,276
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Submit via website
N/A
Wilmington,DE19850
(302) 886-3000
bThe form in which applications should be submitted and information and materials they should include:
Applications are only accepted on the Foundation's website; www.astrazeneca-us.com/sustainability/healthcare-foundation.html
cAny submission deadlines:
See statement 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See statement 16
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AIDS Resource Alliance Inc

500 West Third Street
Williamsport,PA17701 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 249,953

Camino Community Development Corp Inc

133 Stetson Drive
Charlotte,NC28262 		None 509(a)(2) Support for Health Equity Initiatives 120,000

Charitable Pharmacy of Central Ohio

200 E Livingston Ave
Columbus,OH43215 		None 509(a)(1) Support for Health Equity Initiatives 120,000

Community Volunteers in Medicine

300 B Lawrence Drive
West Chester,PA193809823 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250,000

Good News Clinics Inc

PO Box 2683
Gainesville,GA30503 		None 509(a)(1) Support for Health Equity Initiatives 120,000

Health Care for the Homeless Inc

421 Fallsway
Baltimore,MD21202 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250,000

Healthvisions Midwest Inc

3700 179th Street
Hammond,IN46323 		None 509(a)(1) Support for Health Equity Initiatives 120,000
Individuals


C/O AZHCF PO Box 15437
Wilmington,DE198505437 		None N/A Employee Disaster Relief Program 1,521

LCH Health and Community Services

731 West Cypress Street
Kennett Square,PA19348 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250,000

Mary's Center for Maternal and Child Care Inc

2333 Ontario Road NW
Washington,DC200092627 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 200,365

Montgomery Area Community Wellness Coalition

3060 Mobile Highway
Montgomery,AL36108 		None 509(a)(1) Support for Health Equity Initiatives 120,000

Oklahoma City Indian Clinic

4913 W Reno
Oklahoma City,OK73127 		None 509(a)(1) Support for Health Equity Initiatives 120,000

SOME Inc

71 O Street NW
Washington,DC20001 		None 509(a)(1) Operational support - Creating Health Access for Next Generation Equity Program 250,000
Total .................................right arrow 3a 2,171,839
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 336,451  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aChange in Pledge Discount 		900099       1,654,846
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 336,451 1,654,846
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,991,297
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11a Amortization of discount on pledges receivable.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 23,534 0   23,685

TY 2023 GeneralExplanationAttachment
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Identifier Return Reference Explanation
Creating Health Access for Next Generation Equity (CHANGE) Part XIV, Line 2c 2023 Creating Health Access for Next Generation Equity Criteria:About the Creating Health Access for Next Generation Equity (CHANGE) Program The AstraZeneca Foundation is committed to advancing health equity in the US to ensure that everyone 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 for people experiencing disadvantages due to their race, ethnicity, gender, gender identity, sexual orientation, age, income, socioeconomic status, ability, citizenship status, limited English proficiency, literacy, housing status, geographic location or any other barriers to accessing healthcare. The Foundation recognizes that access to quality healthcare can be a challenge 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 to advance health equity and improve access to quality healthcare in their communities. The intent of the grants is to provide general operating support for organizations working in innovative, collaborative ways at the community level to help improve access to quality healthcare in their community during the grant year and beyond. 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 nonprofit organization must meet the following key criteria: 1. Serve communities in Delaware, Maryland, Pennsylvania and/or Washington D.C. 2. Demonstrate a commitment to health equity by working to improve access to quality healthcare for people experiencing disadvantages due to the race, ethnicity, socioeconomic status and/or more. 3. Provide culturally responsive services to help improve access to quality healthcare including but not limited to 1) providing access to care services and coordination of care, 2) mitigating barriers that impact access to care services and/or 3) improving cultural responsiveness of organizations. Funding priorities for 2023 include: o Organizations promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers. o Organizations establishing new partnerships and broader coalitions of community-based organizations or expanding existing partnerships with the intent of breaking down institutional silos and facilitating access to quality healthcare through inter-institutional collaboration. Organizational Criteria o 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 a 501(c)(3) and also have an IRS designation as a 509(a)(3) are ineligible for funding. o 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. o The organization must 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. o The organization must have a minimum of three years prior programming/services helping to improve access to quality healthcare. If applying with fewer than three years' experience, specific emphasis must be placed on why this innovation should be tested and funded in the absence of significant experience. Funding Criteria o The Foundation will fund requests between $200,000 and $250,000 for the first year, which may be renewed on an annual basis for up to two additional years. There is no guarantee of funding. o Organizations that are selected as finalists and invited to submit a full application in late June will need to indicate the amount requested and include a detailed budget at that time. o Funded organizations must meet objectives to be considered for continued funding. Organizations not meeting objectives will be considered on a case-by-case basis by the Board of Trustees. Priority Communities o Organizations must demonstrate a commitment to health equity by working to improve access to quality healthcare for people experiencing disadvantages due to their race, ethnicity, gender, gender identity, sexual orientation, age, income, socioeconomic status, ability, citizenship status, limited English proficiency, literacy, housing status, geographic location or any other barriers to accessing healthcare. o Additional preference will be given to organizations that provide services in areas of low income and/or remote/rural areas.Focus Areas/Services o Organizations must provide culturally responsive services 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., via case managers, health coaches, promotores) o Mitigating barriers that impact access to care services (e.g., transportation, affordability) o Improving cultural responsiveness of organizations (e.g., physical accessibility, culturally and linguistically appropriate health information, cultural competency training, translation services, plain language materials) o Additional preference will be given to grant applications that: o Offer innovative, community-engaged approaches to improving access to quality healthcare o Focus on promoting screenings, early detection, treatment and/or continuity of care for cardiovascular, renal, respiratory or immunologic diseases and/or cancers 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 similarly committed to health equity to breakdown pre-existing silos and maximize benefit to the community through collaboration o Reflect the communities they serve through their staff and leadership/executive board o Engage with their local communities/populations served to help guide decisions around services and accelerate local change o Conduct community-based outreach specifically intended to foster equitable access to quality healthcare and equitable outcomes o Have the capacity to measure their overall impact on community health through evaluation activities o Demonstrate robust plans to sustain their access to quality healthcare efforts (via fundraisers, grants, partnerships, reimbursable services etc.) Exclusions o 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 o 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 identity, sexual orientation, marital status, military service, veteran status or disability Note: Criteria for assessing applications is subject to change and may be updated by the AstraZeneca Foundation from year to year. Application cycles are planned on a year-by-year basis. Finalists If selected as a finalist and invited to submit a full application in late June 2023, the following criteria must be observed at that time, in addition to the criteria previously stated. o Organizations must: o Provide 1) a copy of their current IRS 990 form or documents that establish eligibility to receiv
  Part XIV, Line 2d The AstraZeneca (HealthCare) Foundation's overall mission is to advance health equity and foster community wellbeing. The Foundation's signature program launched in 2023, Creating Health Access for Next Generation Equity (CHANGE), provides grants to US-based nonprofit organizations working to advance health equity and improve access to quality healthcare for people experiencing disadvantages due to their race, ethnicity, socioeconomic status and more. This includes providing access to and coordination of care, mitigating barriers that impact access and improving the cultural responsiveness of organizations. In the fourth quarter of 2023, six nonprofit organizations serving communities in Delaware, Maryland, Pennsylvania and Washington, D.C., received first year CHANGE grants, totaling $1.45M, with the opportunity for up to two years of additional funding upon meeting objectives. As part of their efforts, these organizations are focused on promoting screenings, early diagnosis, treatment and continuity of care for cardiovascular, renal, respiratory and immunologic diseases and/or cancers as well as expanding partnerships and collaborating with other community organizations with the intent of breaking down institutional silos. CHANGE is more than a grantmaking platform; it is a philanthropic collaborative by which we bring our funded organizations together for meaningful dialogue, capacity-building and shared learning and implementation. The CHANGE grant cycle will run through October of 2024. For more information, view our CHANGE page: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/change.html Sunsetting in 2023, Connections for Cardiovascular Health (CCH) Next Generation provided grants and capacity building to nonprofit and other tax-exempt organizations working to help improve heart health in United States, particularly among marginalized and disenfranchised populations through tailored approaches that best meet the needs of local communities. In 2023, CCH Next Generation grant awardees received ongoing educational and peer support through the Foundation's Mentorship Program, which aimed to help organizations further build capacity as they implement their programs. The Mentorship Program included regular consultations and an educational webinar series focused on planning for the long-term continuation of programs beyond Foundation funding the development of program sustainability action plans. Since 2010, organizations funded through the Foundation's legacy Connections for Cardiovascular Health and CCH Next Generation programs have collectively reached over 1.7 million individuals and tracked over 73,000 participants for progress. Six organizations received CCH Next Generation funding in the third quarter of 2022 and implemented their programs through October 2023, reaching over 11,000 individuals and tracking over 1,900 new participants for progress toward improved heart health. In the third quarter of 2023, these six organizations were provided Health Equity Grants totaling $720,000 to support their missions and their work to advance health equity in their community through October 2024. For more information on CCH and CCH Next Generation, visit the Past Programs page of our website: https://www.astrazeneca-us.com/sustainability/healthcare-foundation/past-programs.html

TY 2023 InvestmentsOtherSchedule2
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Short-Term Bond Funds FMV 6,650,839 6,650,839

TY 2023 LegalFeesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 30,619 0   28,581


TY 2023 OtherAssetsSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Prepaid Excise Tax 1,101 1,800 1,800


TY 2023 OtherDecreasesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Description Amount
Prior Period Adjustment 1,084


TY 2023 OtherExpensesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATION AND PUBLICATIONS 387,416 0   403,759
INSURANCE 950 0   950
OFFICE EXPENSES 14,822 0   14,822
PROFESSIONAL DEVELOPMENT AND MEMBERSHIPS 8,789 0   8,789


TY 2023 OtherIncomeSchedule2
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Change in Pledge Discount 1,654,846   1,654,846


TY 2023 OtherIncreasesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Description Amount
Unrealized Gain on Investments 54,731


TY 2023 OtherProfessionalFeesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACTOR EXPENSES 330,653 33,065   321,784
EVALUATION SERVICES 299,804 0   294,669
IT GRANT MANAGEMENT SYSTEM AND CONSULTING 0 0   0
PROFESSIONAL FEES 0 0   0


TY 2023 TaxesSchedule
Name:
AstraZeneca HealthCare Foundation
EIN:
51-0349682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 4,217 0   0