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CENCORA IMPACT FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CENCORA IMPACT FOUNDATION (EIN 47-1846222)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-01-22
IRS object ID
202110229349300246
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-01-22T16:16:41-06:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471846222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERISOURCEBERGEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone6105763832PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MORRIS DRIVEAddressLine1Txt
CityCHESTERBROOKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJF QUINNPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6105763832PhoneNum
Signature2021-01-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA J MAYERPreparerPersonNm
PTINP00188643PTIN
Phone4159561500PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGINA CLARKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MORRIS DRIVEAddressLine1Txt
CityCHESTERBROOKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,090,034GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTO SUPPORT THE AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,798,256PYContributionsGrantsAmt
CY Contributions Grants$2,002,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,226,937PYInvestmentIncomeAmt
CY Investment Income$545,282CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,025,193PYTotalRevenueAmt
CY Total Revenue$2,547,282CYTotalRevenueAmt
PY Grants And Similar Paid$7,008,285PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,251,815CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$164,297PYOtherExpensesAmt
CY Other Expenses$35,890CYOtherExpensesAmt
PY Total Expenses$7,172,582PYTotalExpensesAmt
CY Total Expenses$10,287,705CYTotalExpensesAmt
PY Revenues Less Expenses-$147,389PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,740,423CYRevenuesLessExpensesAmt
Total Assets BOY$34,731,784TotalAssetsBOYAmt
Total Assets EOY$29,070,475TotalAssetsEOYAmt
Total Liabilities BOY$11,288TotalLiabilitiesBOYAmt
Total Liabilities EOY$531,401TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,720,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,539,074NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 AMERISOURCEBERGEN ASSOCIATE 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).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,251,815ExpenseAmt
Grant$10,251,815GrantAmt
Revenue$0RevenueAmt
DescTHE AMERISOURCEBERGEN 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.Desc
Total Program Service Expenses$10,251,815TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KOUROSH PIROUZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6107277000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MORRIS DRIVEAddressLine1Txt
CityCHESTERBROOKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GINA K CLARK
PRESIDENT & DIRECTOR1.0041.00Yes (X)Yes (X)$0$0$0
KEVIN DOW
DIRECTOR1.00Yes (X)$0$0$0
ESPERANZA NEU
DIRECTOR1.00Yes (X)$0$0$0
JAIME PLUDO
DIRECTOR1.00Yes (X)$0$0$0
CRYSTAL THOMPSON
DIRECTOR1.0041.00Yes (X)$0$0$0
JF QUINN
TREASURER1.0041.00Yes (X)$0$0$0
JAMES T RIZOL
ASSISTANT TREASURER1.0041.00Yes (X)$0$0$0
KOUROSH Q PIROUZ
SECRETARY1.0041.00Yes (X)$0$0$0
SUSAN L COLDREN
ASSISTANT SECRETARY1.0041.00Yes (X)$0$0$0
CAROLYN B TRACZYKIEWICZ
ASSISTANT SECRETARY1.0041.00Yes (X)$0$0$0
MELISSA GREENBAUM
ASSISTANT SECRETARY1.0041.00Yes (X)$0$0$0
SUSAN LORENZ-FISHER
PROGRAM OFFICER1.0041.00Yes (X)$0$0$0
KATE LAEPPLE HERTZOG
GRANT ADMINSTRATOR1.0041.00Yes (X)$0$0$0
NICOLE GORDON
PROGRAM OFFICER1.0041.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,000,000RelatedOrganizationsAmt
All Other Contributions$2,000AllOtherContributionsAmt
Total Contributions$2,002,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$588,034TotalRevenueColumnAmt
Exclusion$588,034ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,500,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,542,752SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$42,752SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$42,752TotalRevenueColumnAmt
Exclusion-$42,752ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,547,282TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$545,282ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,074,854TotalAmt
Program Services$10,074,854ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$176,961TotalAmt
Program Services$176,961ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,590TotalAmt
Management And General$35,590ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$300TotalAmt
Management And General$300ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,287,705TotalAmt
Program Services$10,251,815ProgramServicesAmt
Management And General$35,890ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,329,487BOYAmt
EOY$2,816,535EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,750,000BOYAmt
EOY$2,000,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,652,297BOYAmt
EOY$24,253,940EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,731,784BOYAmt
EOY$29,070,475EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$11,288BOYAmt
EOY$531,401EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,288BOYAmt
EOY$531,401EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,979,748BOYAmt
EOY$17,529,796EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,740,748BOYAmt
EOY$11,009,278EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,720,496BOYAmt
EOY$28,539,074EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,731,784BOYAmt
EOY$29,070,475EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$7,740,423ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,559,001NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN900918856EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND AND THE AMERISOURCEBERGEN 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, 2020 AND 2019. 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (105 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
504HEALTHNET
2701 AIRLINE DR STE K 140METAIRIELA70001262831459501(C)(3)$100,000GENERAL SUPPORT
ADDICTION POLICY PARTNERSHIP
11810 GRAND PARK AVE SUITE 500NORTH BETHESDAMD20852473010585501(C)(3)$70,000GENERAL SUPPORT
ALASKA NATIVE TRIBAL HEALTH CONSORTIUM
4000 AMBASSADOR DRANCHORAGEAK99508920162721501(C)(3)$50,000GENERAL SUPPORT
AMERICAN CANCER SOCIETY-GLOBAL HEADQUARTERS
250 WILLIAMS ST NWATLANTAGA30303131788491501(C)(3)$60,000GENERAL SUPPORT
AMERICAN CANCER SOCIETY-PENNSYLVANIA
1818 MARKET ST STE 2820PHILADELPHIAPA19103820837813501(C)(3)$50,000GENERAL SUPPORT
AMERICAN PHARMACISTS ASSOCIATION FOUNDATION
2215 CONSTITUTION AVE NWWASHINGTONDC20037526039142501(C)(3)$30,800GENERAL SUPPORT
AMERICAN RED CROSS OF SOUTHEASTERN PENNSYLVANIA
2221 CHESTNUT STREETPHILIDELPHIAPA19103530196605501(C)(3)$73,000GENERAL SUPPORT
AMERICARES
88 HAMILTON AVESTAMFORDCT06902061008595501(C)(3)$865,996GENERAL SUPPORT
AMISTADES INC
5501 N ORACLE ROAD SUITE 125TUCSONAZ85704205274049501(C)(3)$75,000GENERAL SUPPORT
ANDY TALLEY BONE MARROW FOUNDATION
237 W LANCASTER AVE SUITE 201DEVONPA19333273566826501(C)(3)$35,000GENERAL SUPPORT
ANGEL FLIGHT EAST
1501 NARCISSA ROADBLUE BELLPA19422232705595501(C)(3)$90,000GENERAL SUPPORT
BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
123 S BROAD ST STE 1050PHILADELPHIAPA19109231352034501(C)(3)$10,000GENERAL SUPPORT
BOYS GIRLS CLUBS OF AMERICA
1275 PEACHTREE STREET NWATLANTAGA30309135562976501(C)(3)$250,000GENERAL SUPPORT
BOYS GIRLS CLUBS IN TENNESSEE
967 IRWIN STKNOXVILLETN37917264568046501(C)(3)$100,000GENERAL SUPPORT
CALIFORNIA FIRE FOUNDATION
1780 CREEKSIDE OAKS DRSACRAMENTOCA95833680118991501(C)(3)$15,000GENERAL SUPPORT
CAMDEN COALITION OF HEALTHCARE PROVIDERS
800 COOPER ST 7TH FLOORCAMDENNJ08102320332843501(C)(3)$102,232GENERAL SUPPORT
CAPACITY BUILDERS INC
418 W BROADWAYFARMINGTONNM87401261077416501(C)(3)$75,000GENERAL SUPPORT
CARE DIMENSIONS (HOSPICE OF THE NORTH SHORE GREATER BOSTON)
75 SYLVAN STREET SUITE B-102DANVERSMA01923222873792501(C)(3)$71,385GENERAL SUPPORT
CH PENNSYLVANIA UNDER - 21
31 E ARMAT STPHILADELPHIAPA19144233003176501(C)(3)$10,000GENERAL SUPPORT
CHARITABLE PHARMACY OF CENTRAL OHIO
200 EAST LIVINGSTON AVECOLUMBUSOH43215270147099501(C)(3)$48,855GENERAL SUPPORT
CHESTNUT HEALTH SYSTEMS INC
1003 MARTIN LUTHER KING DRBLOOMINGTONIL61701370964629501(C)(3)$100,000GENERAL SUPPORT
CHRIS ATWOOD FOUNDATION INC
PO BOX 9282RESTONVA20195462749211501(C)(3)$100,000GENERAL SUPPORT
CLEAR PATH FOR VETERANS NEW ENGLAND INC
27 JACKSON ROADDEVENSMA01434820681735501(C)(3)$63,074GENERAL SUPPORT
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC
635 RUTLEDGE AVE STE 201CHARLESTONSC29403237390313501(C)(3)$25,000GENERAL SUPPORT
COMMUNITY ANTI-DRUG COALITIONS OF AMERICA
625 SLATERS LANE SUITE 300ALEXANDRIAVA22315541610317501(C)(3)$100,000GENERAL SUPPORT
COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA
1155 RYAN STREET SUITE 212LAKE CHARLESLA70601721508036501(C)(3)$20,000GENERAL SUPPORT
CONGRESO DE LATINOS UNIDOS INC
216 W SOMERSET STPHILADELPHIAPA19133232051143501(C)(3)$20,000GENERAL SUPPORT
DIRECT RELIEF
6100 WALLACE BECKNELL RDGOLETACA93117951831116501(C)(3)$600,000GENERAL SUPPORT
DOUBLE HARVEST INC
55 S MAIN STOBERLINOH44074237444744501(C)(3)$88,880GENERAL SUPPORT
ELUNA
1617 JFK BLVD SUITE 935PHILADELPHIAPA19103912065051501(C)(3)$480,393GENERAL SUPPORT
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104631135091501(C)(3)$35,000GENERAL SUPPORT
FAMILY REACH FOUNDATION
142 BERKELEY ST STE 4BOSTONMA02116912192211501(C)(3)$280,000GENERAL SUPPORT
FLORIDA COALITION ALLIANCE INC
2815 E HENRY AVE STE B1TAMPAFL33610263339245501(C)(3)$125,000GENERAL SUPPORT
FOUNDATION FOR PUERTO RICO INC
PO BOX 364029SAN JUANPR00936660776227501(C)(3)$10,000GENERAL SUPPORT
GREATERGOODORG'S SAFE HAVEN
ONE UNION SQUARE 600 UNIVERSITYSEATTLEWA98101204846675501(C)(3)$15,000GENERAL SUPPORTSTREET SUITE 1000
HEALTHCARE READY
1325 G ST NW STE 500WASHINGTONDC20005463134601501(C)(3)$185,000GENERAL SUPPORT
I HAVE A DREAM FOUNDATION
322 EIGHTH AVENUE SUITE 202NEW YORKNY10001133355315501(C)(3)$25,000GENERAL SUPPORT
IDAHO COMMUNITY FOUNDATION INC
210 W STATE STBOISEID83702820425063501(C)(3)$25,000GENERAL SUPPORT
INITIATIVE FOR A COMPETITIVE INNER CITY INC
56 WARREN ST 3RD FLOORROXBURYMA02119133772904501(C)(3)$85,000GENERAL SUPPORT
INSTEDD
100 S MURPHY AVE STE 200SUNNYVALECA94086204895174501(C)(3)$60,000GENERAL SUPPORT
K9 PARTNERS FOR PATRIOTS INC
15322 AVIATION LOOP DRBROOKSVILLEFL34604471871810501(C)(3)$90,000GENERAL SUPPORT
LAHC- LEADERS ADVANCING AND HELPING COMMUNITIES
5275 KENILWORTH STREETDEARBORNMI48126383081799501(C)(3)$100,000GENERAL SUPPORT
LIVING BEYOND BREAST CANCER
40 MONUMENT RD STE 104BALA CYNWYDPA19004232734689501(C)(3)$50,000GENERAL SUPPORT
MARINE CORPS SCHOLARSHIP FOUNDATION INC
909 N WASHINGTON ST STE 400ALEXANDRIAVA22314221905062501(C)(3)$20,000GENERAL SUPPORT
MATFORCE THE YAVAPAI COUNTY SUBSTANCE ABUSE COALITION
8056 E VALLEY RD STE BPRESCOTT VALLEYAZ86314860900106501(C)(3)$62,209GENERAL SUPPORT
MEDASSIST OF MECKLENBURG
4428 TAGGART CREEK RD STE 101CHARLOTTENC28208562018957501(C)(3)$25,000GENERAL SUPPORT
MERCHANTS FUND
1528 WALNUT STREET STE 1004PHILADELPHIAPA19102231584975501(C)(3)$50,000GENERAL SUPPORT
MHP SALUD
2111 GOLFSIDE SUITE 2BYPSILANTIMI48197383092194501(C)(3)$74,807GENERAL SUPPORT
MID SHORE MENTAL HEALTH SYSTEMS INC
28578 MARYS CT STE 1EASTONMD21601521815293501(C)(3)$75,000GENERAL SUPPORT
MONTGOMERY AIDS OUTREACH INC
2900 MCGEHEE RDMONTGOMERYAL36111630959628501(C)(3)$50,000GENERAL SUPPORT
MONTGOMERY COUNTY FOUNDATION
4 SENTRY PARKWAY EAST SUITE 302BLUE BELLPA19422236298550501(C)(3)$50,000GENERAL SUPPORT
NATIONAL ASSOCIATION OF DRUG DIVERSION INVESTIGATORS INC
1810 YORK RDLUTHERVILLE TIMONIUMMD21093521660752501(C)(3)$100,000GENERAL SUPPORT
NATIONAL COMMUNITY PHARMACISTS ASSOCIATION FOUNDATION INC
100 DAINGERFIELD RDALEXANDRIAVA22314900633086501(C)(3)$85,000GENERAL SUPPORT
NATIONAL DISASTER SEARCH DOG FOUNDATION INC
6800 WHEELER CANYON ROADSANTA PAULACA93060770412509501(C)(3)$85,000GENERAL SUPPORT
NATIONAL FFA FOUNDATION INC
PO BOX 68960INDIANAPOLISIN46268546044662501(C)(3)$50,000GENERAL SUPPORT
NATIONAL RECREATION PARK ASSOCIATION
22377 BELMONT RIDGE RDASHBURNVA20148135563001501(C)(3)$100,000GENERAL SUPPORT
NORTH CAROLINA DENTAL SOCIETY FOUNDATION
1600 EVANS ROADCARYNC27513820880561501(C)(3)$50,000GENERAL SUPPORT
NORTHERN VIRGINIA THERAPEUTIC RIDING PROGRAM INC
6429 CLIFTON RDCLIFTONVA20124541897241501(C)(3)$22,000GENERAL SUPPORT
NURSE-FAMILY PARTNERSHIP
1900 GRANT ST 4TH FLOORDENVERCO80203200234163501(C)(3)$99,500GENERAL SUPPORT
OREGON COMMUNITY FOUNDATION
1221 SW YAMHILL ST SUITE 100PORTLANDOR97205237315673501(C)(3)$35,000GENERAL SUPPORT
OREGON VETERINARY MEDICAL FOUNDATION INC
1880 LANCASTER DR NESALEMOR97305930832026501(C)(3)$15,000GENERAL SUPPORT
OVERDOSE-LIFELINE INC
7331 LAKESIDE DRINDIANAPOLISIN46278471333720501(C)(3)$99,000GENERAL SUPPORT
PARENTS OF ADDICTED LOVED ONES
11225 N 28TH DRIVE SUITE B102PHOENIXAZ85029473131409501(C)(3)$79,500GENERAL SUPPORT
PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON ST STE 300BOSTONMA02199043567502501(C)(3)$387,360GENERAL SUPPORT
PENNSYLVANIA ECONOMY LEAGUE INC
230 SOUTH BROAD STREET SUITE 403PHILADELPHIAPA19102231352264501(C)(3)$25,000GENERAL SUPPORT
PHYSICIAN ASSISTANT FOUNDATION OF THE AMERICAN ACADEMY OF PHYSICIAN
2318 MILL ROAD SUITE 1300ALEXANDRIAVA22314541071370501(C)(3)$75,955GENERAL SUPPORT
POWER OF PUTNAM INC
25 W BROAD ST STE 9COOKEVILLETN38501263283746501(C)(3)$59,950GENERAL SUPPORT
PREVENTION ACTION ALLIANCE
6171 HUNTLEY ROAD SUITE GCOLUMBUSOH43229341584277501(C)(3)$135,825GENERAL SUPPORT
PREVENTION POINT PHILADELPHIA INCORPORATED
PO BOX 60990PHILADELPHIAPA19133232663699501(C)(3)$50,000GENERAL SUPPORT
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA19130232555950501(C)(3)$75,000GENERAL SUPPORT
PUBLIC HEALTH MANAGEMENT CORPORATION
1500 MARKET ST - CENTRE SQUARE EASTPHILADELPHIAPA19102237221025501(C)(3)$150,000GENERAL SUPPORT
RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA INDIANS OF WISCONSIN
88385 PIKE ROAD HIGHWAY 13BAYFIELDWI54814GOVT$74,588GENERAL SUPPORT
RETIRED RACEHORSE PROJECT
2976 SOLOMONS ISLAND RDEDGEWATERMD21037271622725501(C)(3)$7,500GENERAL SUPPORT
RIZE MASSACHUSETTS FOUNDATION INC
101 HUNTINGTON AVEBOSTONMA21997830989395501(C)(3)$50,000GENERAL SUPPORT
SCHOLARSHIP AMERICA INC
7900 INTERNATIONAL DR STE 500MINNEAPOLISMN55425042296967501(C)(3)$66,250GENERAL SUPPORT
SERVICES ADVOCACY FOR GAY LESBIAN BISEXUAL TRANSGENDER ELDERS INC (SAGE)
305 7TH AVE FL 6NEW YORKNY10001132947657501(C)(3)$10,000GENERAL SUPPORT
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVENUEPHILADELPHIAPA19129232360819501(C)(3)$20,000GENERAL SUPPORT
SKAGGS FOUNDATION
101 SKAGGS RD SUITE 404BRANSONMO65616300107007501(C)(3)$102,000GENERAL SUPPORT
SOCIAL IMPACT CENTER
600 HAVERFORD ROAD SUITE 101HAVERFORDPA19041813367199501(C)(3)$15,000GENERAL SUPPORT
SOUTHEASTERN GUIDE DOGS INC
4210 77TH ST EPALMETTOFL34221592252352501(C)(3)$53,000GENERAL SUPPORT
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297044FORT WORTHTX76129750827465501(C)(3)$10,000GENERAL SUPPORT
THE ALS ASSOCIATION GREATER PHILADELPHIA CHAPTER
321 NORRISTOWN RDAMBLERPA19002232387205501(C)(3)$10,000GENERAL SUPPORT
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST RM 400PHILADELPHIAPA19103521173474501(C)(3)$10,000GENERAL SUPPORT
THE HEALTH CARE IMPROVEMENT FOUNDATION INC
1801 MARKET STREET SUITE 710PHILADELPHIAPA19103232152039501(C)(3)$150,110GENERAL SUPPORT
THE MEMORIAL FOUNDATION
633 PENNSYLVANIA AVE NW FL3WASHINGTONDC20004460758941501(C)(3)$10,000GENERAL SUPPORT
THE QUELL FOUNDATION
PO BOX 1924NORTH FALMOUTHMA02556475127883501(C)(3)$148,341GENERAL SUPPORT
THE TREVOR PROJECT INC
8704 SANTA MONICA BLVD SUITE 200WEST HOLLYWOODCA90069954681287501(C)(3)$100,000GENERAL SUPPORT
TREK MEDICS INTERNATIONAL INC
1726 17TH ST NW 404WASHINGTONDC20009274188010501(C)(3)$151,200GENERAL SUPPORT
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVE NW STE 300WASHINGTONDC20006582368165501(C)(3)$60,000GENERAL SUPPORT
UNITED WAY OF CENTRAL CAROLINAS INC
PO BOX 890685CHARLOTTENC28289560529948501(C)(3)$25,000GENERAL SUPPORT
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
PO BOX 15760PHILADELPHIAPA19103231556045501(C)(3)$150,000GENERAL SUPPORT
UNITED WAY OF LONG ISLAND INC
819 GRAND BLVDDEER PARKNY11729116042392501(C)(3)$25,000GENERAL SUPPORT
UNITED WAY OF METROPOLITAN DALLAS INC
1800 N LAMAR STDALLASTX75202756005352501(C)(3)$25,000GENERAL SUPPORT
UNITED WAY OF THE DUTCHESS-ORANGE REGION INC
75 MARKET STPOUGHKEEPSIENY12601061045698501(C)(3)$50,000GENERAL SUPPORT
UNITED WAYS OF TENNESSEE
209 GOTHIC CT STE 107FRANKLINTN37067621773407501(C)(3)$105,000GENERAL SUPPORT
UNIVERSITY OF ILLINOIS AT CHICAGO
28395 NETWORK PLACECHICAGOIL60673376000511501(C)(3)$14,000GENERAL SUPPORT
UNIVERSITY OF THE SCIENCES IN PHILADELPHIA
600 S 43RD STPHILADELPHIAPA19104231352668501(C)(3)$69,257GENERAL SUPPORT
URBAN AFFAIRS COALITION
1207 CHESTNUT STREETPHILADELPHIAPA19107237046393501(C)(3)$66,000GENERAL SUPPORT
US CHAMBER OF COMMERCE FOUNDATION
1615 H ST NWWASHINGTONDC20062461561597501(C)(3)$282,000GENERAL SUPPORT
WAYNE STATE UNIVERSITY
46 WEST WARRENDETROITMI48202386028429501(C)(3)$85,000GENERAL SUPPORT
WORLD VETS
9711 MOLLER DR NWGIG HARBORWA98332204637447501(C)(3)$15,000GENERAL SUPPORT
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037521693387501(C)(3)$35,000GENERAL SUPPORT
YOUNG PEOPLE IN RECOVERY
1415 PARK AVENUE WESTDENVERCO80205464109067501(C)(3)$75,000GENERAL SUPPORT
YOUTH FIRST INC
111 SE 3RD ST STE 405EVANSVILLEIN47708352050168501(C)(3)$100,000GENERAL SUPPORT
YOUTH SERVICE AMERICA
1050 CONNECTICUT AVE NW 65525WASHINGTONDC20035521500870501(C)(3)$25,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org105Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSAFE PHARMACEUTICAL DISPOSAL FOR INDIVIDUALSGrantTypeTxt
Recipient100000RecipientCnt
Non Cash Assistance$176,961NonCashAssistanceAmt
Valuation Method UsedPURCHASE PRICE OF DISPOSAL KITSValuationMethodUsedDesc
Non Cash AssistanceSAFE PHARAMACEUTICAL DISPOSAL PACKAGES TO COMMUNITY MEMBERSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE APPROVED BY THE GRANT MAKING COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. GRANTS ARE PROCESSED THROUGH THE ACCOUNTING DEPARTMENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE OFFICERS OF AMERISOURCEBERGEN FOUNDATION ARE ALSO OFFICERS AND EMPLOYEES OF AMERISOURCEBERGEN CORPORATION. IN ADDITION, A MAJORITY OF THE OFFICERS OF AMERISOURCEBERGEN FOUNDATION ARE ALSO OFFICERS OF THE AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND (THE SUPPORTED TAX-EXEMPT ORGANIZATION).
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS ONE MEMBER, AMERISOURCEBERGEN ASSOCIATE 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 11BTHE FORM 990 IS INITIALLY PREPARED BY MOSS ADAMS. IT IS THEN REVIEWED FOR ACCURACY BY THE ASSISTANT CONTROLLER FOR AMERISOURCEBERGEN CORPORATION. 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 12CTHE CONFLICT OF INTEREST POLICY ("POLICY") OF AMERISOURCEBERGEN 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 19THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MORRIS DRIVEAddressLine1Txt
CityCHESTERBROOKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
EIN900918856EIN
Primary ActivitiesASSISTANCE DURING NATURAL OR CIVIL DISASTERSPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERISOURCEBERGEN CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1AMERISOURCEBERGEN CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 MORRIS DRAddressLine1Txt
CityCHESTERBROOKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
EIN233079390EIN
Primary ActivitiesPHARMACEUTICAL SOURCING AND DISTRIBUTIONPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd