CENCORA IMPACT FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CENCORA IMPACT FOUNDATION (EIN 47-1846222)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-01-29
- IRS object ID
- 201820299349301367
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-29T13:55:39-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Second Street Suite 900 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471846222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AmerisourceBergen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 6105763832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Morris drive | AddressLine1Txt |
| City | chesterbrook | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JF Quinn | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 6105763832 | PhoneNum |
| Signature | 2018-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joua V Lo | PreparerPersonNm |
| PTIN | P01225144 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2018-01-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-26 | IPDt |
| IP Tm | 16:07:37 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3765F0CBEE1564DF0B35C2B1AEC70C374FD979F7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gina Clark | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Morris drive | AddressLine1Txt |
| City | chesterbrook | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,196,738 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | n/a | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | To support the AmerisourceBergen Associate Assistance Fund. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $231,070 | PYContributionsGrantsAmt |
| CY Contributions Grants | $334,294 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $306,874 | PYInvestmentIncomeAmt |
| CY Investment Income | $445,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $537,944 | PYTotalRevenueAmt |
| CY Total Revenue | $780,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,128,562 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,446,991 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,772 | PYOtherExpensesAmt |
| CY Other Expenses | $84,408 | CYOtherExpensesAmt |
| PY Total Expenses | $1,136,334 | PYTotalExpensesAmt |
| CY Total Expenses | $1,531,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$598,390 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$751,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,504,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,943,987 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,463,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,856,286 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,446,991 | ExpenseAmt |
| Grant | $1,446,991 | GrantAmt |
| Desc | The 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. | Desc |
| Total Program Service Expenses | $1,446,991 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kourosh Pirouz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6105763832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Morris Drive | AddressLine1Txt |
| City | chesterbrook | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Kathy Gaddes | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| JF Quinn | |||||||
| Treasurer | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James T Rizol | |||||||
| Assistant Treasurer | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| John Chou | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| Dale Danilewitz | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| Peyton Howell | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| James Cleary | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Mauch | |||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| James Frary | |||||||
| Director (thru 7/15/17) | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | |
| Gina Clark | |||||||
| President & Director | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kourosh Pirouz | |||||||
| Secretary | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Susan Coldren | |||||||
| Assistant Secretary | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Carolyn Traczykiewicz | |||||||
| Assistant Secretary | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Helen Hammerschmidt | |||||||
| Executive Director (thru 9/15/17) | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $25,000 | RelatedOrganizationsAmt |
| All Other Contributions | $309,294 | AllOtherContributionsAmt |
| Total Contributions | $334,294 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,444 | TotalRevenueColumnAmt |
| Exclusion | $362,444 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $416,490 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,510 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,510 | TotalRevenueColumnAmt |
| Exclusion | $83,510 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $780,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $445,954 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,991 | TotalAmt |
| Program Services | $1,446,991 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,900 | TotalAmt |
| Management And General | $22,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,664 | TotalAmt |
| Management And General | $8,664 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,044 | TotalAmt |
| Management And General | $7,044 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | General and Administrat | Desc |
| Total | $45,800 | TotalAmt |
| Management And General | $45,800 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,531,399 | TotalAmt |
| Program Services | $1,446,991 | ProgramServicesAmt |
| Management And General | $84,408 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,339 | BOYAmt |
| EOY | $399,564 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $140,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,314,415 | BOYAmt |
| EOY | $15,404,423 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,504,754 | BOYAmt |
| EOY | $15,943,987 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,701 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,405 | BOYAmt |
| EOY | $85,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,405 | BOYAmt |
| EOY | $87,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,463,349 | BOYAmt |
| EOY | $15,856,286 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,463,349 | BOYAmt |
| EOY | $15,856,286 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,504,754 | BOYAmt |
| EOY | $15,943,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$751,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,144,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | amerisourcebergen associate assistance fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900918856 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The 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, 2017 and 2016. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALS Association | |||||||
| 1275 K Street NW | washington | DC | 20005 | 133271855 | 501c3 | $24,500 | General Support |
| American Cancer Society | |||||||
| 250 Williams Street NW Suite 400 | Atlanta | GA | 30303 | 131788491 | 501c3 | $147,000 | General Support |
| American Red Cross Eastern PA | |||||||
| PO Box 37839 | Boone | IA | 50037 | 530196605 | 501c3 | $34,300 | General Support |
| Americares | |||||||
| 88 HAMILTON AVENUE | Stamford | CT | 06902 | 061008595 | 501c3 | $15,000 | General Support |
| Animal Care Santuary | |||||||
| 353 Sanctuary Hill Ln | East Smithfield | PA | 18817 | 221837635 | 501c3 | $7,350 | General Support |
| Austin Pets Alive | |||||||
| PO Box 6247 | Austin | TX | 78762 | 742893360 | 501c3 | $10,000 | General Support |
| Bridges to Life | |||||||
| PO Box 570895 | Houston | TX | 77257 | 760588279 | 501c3 | $52,305 | General Support |
| Center for Disaster Philanthropy | |||||||
| 1201 Connecticut Ave NW NO 300 | Washington | DC | 20036 | 455257937 | 501c3 | $30,000 | General Support |
| Covenant House Pennsylvania | |||||||
| 31 E Armat Street | Philadelphia | PA | 19144 | 233003176 | 501c3 | $9,800 | General Support |
| Family Reach Foundation | |||||||
| 142 BERKELEY STREET 4TH FL | Boston | MA | 02116 | 912192211 | 501c3 | $264,600 | General Support |
| Greater Houston Community Foundation (Hurricane Harvey) | |||||||
| 5120 Woodway drive no 6000 | Houston | TX | 77056 | 237160400 | 501c3 | $10,000 | General Support |
| Heathcare Ready (Hurricane Harvey) | |||||||
| 950 F Street No 300 | Washington | DC | 20004 | 463134601 | 501c3 | $10,000 | General Support |
| Immune Deficiency Foundation | |||||||
| 110 West Road Suite 300 | Townson | MD | 21204 | 521214782 | 501c3 | $166,600 | General Support |
| International Medical Corps | |||||||
| 12400 Wilshire Blvd Suite 1500 | Los Angeles | CA | 90025 | 953949646 | 501c3 | $15,000 | General Support |
| JDRF Eastern PA Capter | |||||||
| 555 Croton Road Suite 111 | King of Prussia | PA | 19406 | 231907729 | 501c3 | $12,740 | General Support |
| Kiva Microfunds | |||||||
| 875 Howard Street suite 340 | San Francisco | CA | 94103 | 710992446 | 501c3 | $5,880 | General Support |
| Leukemia Texas | |||||||
| 4925 N OConnor rd Suite 125 | Irving | TX | 75062 | 751327679 | 501c3 | $61,250 | General Support |
| Living Beyond Brest Cancer | |||||||
| 40 Monument Road Suite 104 | Bala Cynwyd | PA | 19004 | 232734689 | 501c3 | $73,500 | General Support |
| Marine Corps | |||||||
| 909 N Washington St ste 400 | Alexandria | VA | 22314 | 221905062 | 501c3 | $5,100 | General Support |
| Moyer Foundation | |||||||
| 1617 JFK Blvd suite 935 | Philadelphia | PA | 19103 | 912065051 | 501c3 | $93,100 | General Support |
| Red Cross | |||||||
| 431 18th st NW | Washington | DC | 20006 | 530196605 | 501c3 | $40,000 | General Support |
| Save One Life | |||||||
| 441 Main street | Groveland | MA | 01834 | 043560420 | 501c3 | $34,300 | General Support |
| Scholarship America | |||||||
| 7900 INTERNATIONAL DR NO 500 | MINNEAPOLIS | MN | 55425 | 042296967 | 501c3 | $42,144 | General Support |
| The Trevor project | |||||||
| PO Box 69232 | West Hollywood | CA | 90069 | 954681287 | 501c3 | $9,800 | General Support |
| Thomas Jefferson University Hospital | |||||||
| 111 S 11th st | Philadelphia | PA | 19107 | 232829095 | 501c3 | $49,000 | General Support |
| United Way of Greater Philadelphia and Southern New Jersey | |||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | Philadelphia | PA | 19103 | 231556045 | 501c3 | $107,800 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | The directors and officers of AmerisourceBergen Foundation are also officers and employees of AmerisourceBergen Corporation. In addition, a majority of the directors and officers of AmeriSourceBergen Foundation are also directors and officers of the AmeriSourceBergen Associate Assistance Fund (the supported tax-exempt organization). |
| Form 990, Part VI, Section A, line 6 | The 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 A, line 7a | The directors of this organization shall be appointed by the member. |
| 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 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 12c | The 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 19 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MORRIS DRIVE | AddressLine1Txt |
| City | CHESTERBROOK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900918856 | EIN |
| Primary Activities | assistance during NATURAL OR CIVIL DISASTERS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AmerisourceBergen Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERISOURCEBERGEN CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MORRIS DR | AddressLine1Txt |
| City | CHESTERBROOK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233079390 | EIN |
| Primary Activities | pharmaceutical sourcing and distribution | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |