2024-01-19T15:35:03-06:00 2023-09-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-10-01 471846222 CENCORA IMPACT FOUNDATION CENC 6107277000 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 JAMES T RIZOL TREASURER 6107277000 2024-01-19 1 JAMES RIZOL 999009999 0 JANE COLEMAN P01391236 4159561500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GINA CLARK 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 12186023 0 X N/A X 2014 DE TO SUPPORT THE CENCORA TEAM ASSISTANCE FUND. 5 3 0 15 0 0 3506695 5020200 0 0 1878058 1235398 0 0 5384753 6255598 6324313 7001214 0 0 0 0 0 0 0 33332 36376 6357645 7037590 -972892 -781992 19786138 19845761 961593 597201 18824545 19248560 X THE SPECIFIC AND PRIMARY PURPOSE OF THIS CORPORATION IS TO ENGAGE IN CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND THE TREASURY REGULATIONS PROMULGATED THEREUNDER, PER THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (THE "CODE"), FOR THE BENEFIT OF, OR TO CONDUCT OR CARRY OUT THE PURPOSES OF THE CENCORA TEAM ASSISTANCE FUND, A NONPROFIT, CHARITABLE AND EDUCATIONAL ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE AND WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (THE SUPPORTED TAX-EXEMPT ORGANIZATION). 0 0 7001214 7001214 THE CENCORA IMPACT FOUNDATION WAS ESTABLISHED AS A DELAWARE NONSTOCK CORPORATION ON SEPTEMBER 15, 2014. THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS FOCUSING ON HEALTH, EDUCATION, AND COMMUNITY. THE FOUNDATION MAY ALSO PROVIDE CHARITABLE RELIEF BY PROVIDING GOODS AND SERVICES SUCH AS PALLIATIVE CARE PACKAGES TO INDIVIDUALS SUFFERING FROM CANCER OR OTHER DISEASES AND SAFE PHARMACEUTICAL DISPOSAL PACKAGES TO COMMUNITY MEMBERS. 7001214 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X KOUROSH PIROUZ 6107277000 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 X GINA K CLARK PRESIDENT & DIRECTOR 1.00 41.00 X X 0 0 0 KEVIN DOW DIRECTOR 1.00 X 0 0 0 ESPERANZA NEU DIRECTOR 1.00 X 0 0 0 JAIME PLUDO DIRECTOR 1.00 X 0 0 0 KEN HARDY DIRECTOR 1.00 41.00 X 0 0 0 JF QUINN TREASURER (THRU 1/23) 1.00 41.00 X 0 0 0 JAMES T RIZOL TREASURER (AS OF 1/23) 1.00 41.00 X 0 0 0 KOUROSH Q PIROUZ SECRETARY 1.00 41.00 X 0 0 0 SUSAN L COLDREN ASSISTANT SECRETARY 1.00 41.00 X 0 0 0 MELISSA GREENBAUM ASSISTANT SECRETARY 1.00 41.00 X 0 0 0 SUSAN LORENZ-FISHER PROGRAM OFFICER 1.00 41.00 X 0 0 0 KATE LAEPPLE HERTZOG GRANT ADMINISTRATOR 1.00 41.00 X 0 0 0 NICOLE GORDON PROGRAM OFFICER 1.00 41.00 X 0 0 0 MELANIE BERMUDEZ GRANTS ADMINISTRATOR (AS OF 10/22) 1.00 41.00 X 0 0 0 HEATHER WARING SR. DIR. OF TREASURY (AS OF 6/23) 1.00 41.00 X 0 0 0 0 0 0 0 0 0 0 0 5020000 200 5020200 415823 415823 6750000 5930425 819575 819575 819575 6255598 0 0 1235398 6830602 6830602 170612 170612 33940 33940 2436 2436 7037590 7001214 36376 0 3088455 2462354 1500000 5000000 15197683 12383407 19786138 19845761 961593 597201 961593 597201 X 12455479 10357291 6369066 8891269 18824545 19248560 19786138 19845761 -781992 1206007 0 X 0 1 X 1 0 X X X 1 CENCORA TEAM ASSISTANCE FUND 900918856 7 1 12453 0 1 12453 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE CENCORA TEAM ASSISTANCE FUND AND THE CENCORA IMPACT FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE AND THE LAWS OF THE STATES IN WHICH THEY OPERATE. THE FUND HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE BEGINNING BALANCES OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2023 AND 2022. THE FUND FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND THE NECESSARY FORMS WITH THE APPROPRIATE AUTHORITIES IN THE STATES IN WHICH IT OPERATES. THE FUND IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD AFFECT ITS TAX-EXEMPT STATUS. 1 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 144909 NORTH AMERICA (CANADA AND MEXICO) 0 0 GRANTMAKING 25703 0 0 0 0 0 0 170612 0 170612 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RELIEF AID 144909 WIRE 0 N/A N/A NORTH AMERICA (CANADA AND MEXICO) RELIEF AID 25703 WIRE 0 N/A N/A 6 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE APPROVED BY THE GRANT MAKING COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. GRANTS ARE PROCESSED THROUGH THE ACCOUNTING DEPARTMENT. PART I, LINE 3: ACCRUAL BASIS PART III ACCOUNTING METHOD: PART II: ACCRUAL BASIS 1 317 RYDERS FOUNDATION INC 6101 N KEYSTONE AVE INDIANAPOLIS IN 46220 205913129 501C3 13171 0 GENERAL SUPPORT ADDICTION POLICY FORUM 11810 GRAND PARK AVE NORTH BETHESDA MD 20852 473010585 501C3 70000 0 GENERAL SUPPORT ALEXS LEMONADE STAND FOUNDATION 333 E LANCASTER AVE WYNNEWOOD PA 19096 562496146 501C3 78132 0 GENERAL SUPPORT AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES 2020 PENNSYLVANIA AVE NW WASHINGTON DC 200064201 521930174 501C3 10000 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 131788491 501C3 5986 0 GENERAL SUPPORT AMERICAN NATIONAL RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501C3 11748 0 GENERAL SUPPORT AMERICAN RED CROSS - SOUTHEASTERN PA CHAPTER 2221 CHESTNUT STREET PHILIDELPHIA PA 19103 530196605 501C3 186950 0 GENERAL SUPPORT AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 061008595 501C3 506019 0 GENERAL 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1250 24TH ST NW WASHINGTON DC 20037 521693387 501C3 13194 0 GENERAL SUPPORT WOUNDED WARRIOR PROJECT INC 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501C3 6109 0 GENERAL SUPPORT CENCORA TEAM ASSISTANCE FUND 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 900918856 501C3 12453 0 GENERAL SUPPORT 103 PART I, LINE 2: GRANTS ARE APPROVED BY THE GRANT MAKING COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. GRANTS ARE PROCESSED THROUGH THE ACCOUNTING DEPARTMENT. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS OF THE CENCORA IMPACT FOUNDATION ARE ALSO OFFICERS AND EMPLOYEES OF CENCORA, INC. IN ADDITION, A MAJORITY OF THE OFFICERS OF CENCORA IMPACT FOUNDATION ARE ALSO OFFICERS OF THE CENCORA TEAM ASSISTANCE FUND (THE SUPPORTED TAX-EXEMPT ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED AUGUST 2023 TO REFLECT THE ORGANIZATION'S NAME CHANGE FROM AMERISOURCEBERGEN FOUNDATION TO CENCORA IMPACT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CENCORA TEAM ASSISTANCE FUND, A 501(C)(3) ORGANIZATION CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OF THE CODE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INITIALLY PREPARED BY MOSS ADAMS. IT IS THEN REVIEWED FOR ACCURACY BY THE ASSISTANT CONTROLLER FOR CENCORA INC. CORRECTIONS, IF ANY, ARE MADE AND A FINAL DRAFT IS PROVIDED ELECTRONICALLY TO EACH MEMBER OF THE GOVERNING BODY. QUESTIONS/COMMENTS FROM THE BOARD ARE ADDRESSED AT THE JANUARY MEETING AND ANY CHANGES NECESSARY ARE MADE PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY ("POLICY") OF CENCORA IMPACT FOUNDATION (THE ORGANIZATION") IS APPLICABLE TO ALL CURRENT OFFICERS AND DIRECTORS ("COVERED PERSONS"). THE POLICY APPLIES TO TRANSACTIONS OR OTHER ARRANGEMENTS IN WHICH THE PERSONAL OR FINANCIAL INTERESTS OF A COVERED PERSON MAY APPEAR TO BE ADVANCED BY AN ACTION OF THE ORGANIZATION, OR OTHERWISE WHENEVER A COVERED PERSON'S PERSONAL OR FINANCIAL INTERESTS COULD BE REASONABLY VIEWED AS AFFECTING HIS OR HER OBJECTIVITY OR INDEPENDENCE IN FULFILLING HIS OR HER DUTIES TO THE ORGANIZATION. WHEN A COVERED PERSON BECOMES AWARE OF A POSSIBLE COVERED TRANSACTION, HE OR SHE SHALL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND ALL MATERIAL FACTS OF THE POSSIBLE COVERED TRANSACTION TO THE CHAIR OF THE BOARD OF DIRECTORS (IN THE CASE OF DIRECTORS OR THE PRESIDENT) OR THE PRESIDENT (IN THE CASE OF OFFICERS); (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE ENTERING INTO THE COVERED TRANSACTION; AND (C) PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSION REGARDING THE COVERED TRANSACTION WITH OFFICERS, DIRESTORS, AND EMPLOYEES OF THE ORGANIZATION, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION. IN ORDER TO ASSIST THE ORGANIZATION IN IDENTIFYING POTENTIAL COVERED TRANSACTIONS, EACH COVERED PERSON WHO CURRENTLY SERVES AS AN OFFICER, DIRECTOR OR KEY EMPLOYEE ANNUALLY SHALL COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION PROVIDED BY THE ORGANIZATION AND SHALL UPDATE SUCH DECLARATION AS NECCESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CENCORA TEAM ASSISTANCE FUND 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 900918856 ASSISTANCE DURING NATURAL OR CIVIL DISASTERS DE 501(C)(3) LINE 7 CENCORA INC 0 XCENDA LLC 4114 WOODLAND PARKWAY 500 EAST LAKE PALM HARBOR FL 34685 043697141 PHARMACEUTICAL SOURCING AND DISTRIBUTION FL N/A 0 0 CENCORA INC 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 233079390 PHARMACEUTICAL SOURCING AND DISTRIBUTION DE N/A C 0 THE LASH GROUP INC 1800 INNOVATION POINT FORT MILL SC 29715 521663991 PHARMACEUTICAL SOURCING AND DISTRIBUTION DE N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0