2017-01-19T13:05:17-06:00 2016-09-30 910189318 Moss Adams LLP 101 Second Street Suite 900 San Francisco CA 94105 990 2015-10-01 471846222 AmerisourceBergen Foundation AMER 6105763832 1300 Morris drive chesterbrook PA 19087 JF Quinn treasurer 6105763832 2017-01-17 1 Patricia J Mayer P00188643 4159561500 2017-01-17 2015 2021-01-29 14:40:06Z Gina Clark 1300 Morris drive chesterbrook PA 19087 537944 0 X n/a X 2014 DE To support the AmerisourceBergen Associate Assistance Fund. 13 0 0 13 0 0 6200000 231070 0 0 10338 306874 0 0 6210338 537944 634325 1128562 0 0 0 0 0 0 0 21250 7772 655575 1136334 5554763 -598390 15255086 15504754 21375 41405 15233711 15463349 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 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). 0 0 1128562 1128562 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. 1128562 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X Kourosh Pirouz 6105763832 1300 Morris Drive chesterbrook PA 19087 X Kathy Gaddes Director 1.00 41.00 X X 0 0 0 JF Quinn Treasurer 1.00 41.00 X X 0 0 0 James T Rizol Assistant Treasurer 1.00 41.00 X X 0 0 0 John Chou Director 1.00 41.00 X 0 0 0 Dale Danilewitz Director 1.00 41.00 X 0 0 0 Peyton Howell Director 1.00 41.00 X 0 0 0 June Barry President (thru 6/20/16) 1.00 41.00 X X 0 0 0 James Frary Director 1.00 41.00 X 0 0 0 Rita Norton Director (thru 6/20/16) 1.00 41.00 X 0 0 0 Gina Clark President & Director 1.00 41.00 X X 0 0 0 Kourosh Pirouz Secretary 1.00 41.00 X X 0 0 0 Robert Mauch Director 1.00 41.00 X 0 0 0 Susan Coldren Assistant Secretary 1.00 41.00 X X 0 0 0 Carolyn Traczykiewicz Assistant Secretary 1.00 41.00 X X 0 0 0 Helen Hammerschmidt Executive Director 1.00 41.00 X X 0 0 0 0 0 0 0 0 0 0 0 231070 231070 306874 306874 537944 0 0 306874 1128562 1128562 General and Administrat 7772 7772 1136334 1128562 7772 0 565811 1190339 4900000 0 9789275 14314415 15255086 15504754 21375 41405 21375 41405 X 10333711 15463349 4900000 0 15233711 15463349 15255086 15504754 -598390 828028 0 X 0 1 X 1 0 X X X 1 amerisourcebergen associate assistance fund 900918856 7 1 0 0 1 0 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 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, 2016 and 2015. 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 taxexempt status. 1 American Cancer Society 250 Williams Street NW Suite 400 Atlanta GA 30303 131788491 501c3 147980 General Support American Heart Association 7272 GREENVILLE AVENUE Dallas TX 75231 135613797 501c3 29400 General Support American Red Cross Eastern PA PO Box 37839 Boone IA 50037 530196605 501c3 38900 General Support Animal Care Santuary 353 Sanctuary Hill Ln East Smithfield PA 18817 221837635 501c3 24500 General Support Canadian Org of Rare Disorders 151 Bloor Street West Suite 600 Toronto CA M5S 1S4 896513355 501c3 14700 General Support City Year Philadelphia 211 North 13th Street Suite 100 Philadelphia PA 19107 222882549 501c3 9800 General Support Commonlit Inc 1133 15TH ST NW 12TH FL WASHINGTON DC 02005 464255260 501c3 24500 General Support Community Volunteers in Medicine 300B Lawrence Drive West Chester PA 19380 232944553 501c3 9800 General Support Congreso de Latinos Unidos Inc 216 West Somerset St Philadelphia PA 19133 232051143 501c3 9800 General Support Covenant House Pennsylvania 31 E Armat Street Philadelphia PA 19144 233003176 501c3 14400 General Support Family Reach Foundation 142 BERKELEY STREET 4TH FL Boston MA 02116 912192211 501c3 23750 General Support Idaho Youth Ranch 5465 W Irving StBoise ID 83706 Boise ID 83706 820253346 501c3 9800 General Support JDRF of Eastern PA 555 Croton Road Suite 111 King of Prussia PA 19406 231907729 501c3 11760 General Support Leukemia & Lymphona Society 100 N 20th Street Suite 405 Philadelphia PA 19103 135644916 501c3 14700 General Support Living Beyond Breast Cancer 40 Monument Road Suite 104 Bala Cynwyd PA 19004 232734689 501c3 5700 General Support National Multiple Sclerosis Society 30 South 17th Street Suite 800 Philadelphia PA 19103 231401535 501c3 10780 General Support Nationalities Service Center 1216 Arch Street 4th Floor Philadelphia PA 19107 231352336 501c3 24500 General Support NORD 55 Kenosia Avenue Danbury CT 06810 133223946 501c3 9913 General Support Nurse-Family Partnership 1900 GRANT ST SUITE 400 Denver CO 80203 200234163 501c3 9800 General Support Partners in Health 800 Boylston Street Suite 1400 Boston MA 02199 043567502 501c3 245000 General Support Philadelphia Freedoms PO BOX 268 Gwynedd PA 19436 364444400 501c3 24500 General Support Project Cure 10377 EAST GEDDES AVE Centennial CO 80112 841568566 501c3 49000 General Support Project HOME 1515 FAIRMOUNT AVENUE Philadelphia PA 19130 232555950 501c3 14700 General Support Scholarship America Inc 7900 INTERNATIONAL DR NO 500 MINNEAPOLIS MN 55425 042296967 501c3 44100 General Support Southeastern Guide Dogs 4210 77th St East Palmetto FL 34221 592252352 501c3 19600 General Support St Lukes Health Foundation 190 E Bannock Street Boise ID 83712 810600973 501c3 9800 General Support Susan G Komen - Philadelphia 125 South 9th Street Suite 202 Philadelphia PA 19107 752949264 501c3 9500 General Support the Logos School 9137 OLD BONHOMME ST LOUIS MO 63132 430968673 501c3 14250 General Support Treasure Valley Family YMCA 1177 W STATE ST Boise ID 83702 820200908 501c3 49000 General Support United Way 1709 BENJAMIN FRANKLIN PARKWAY Philadelphia PA 19103 231556045 501c3 95000 General Support University of Rwanda PO BOX 5229 Kigali RW 501c3 24500 General Support US Fund for Unicef 125 MAIDEN LN New York NY 10038 131760110 501c3 9800 General Support World Courier Germany (ICARUS) 1300 Morris Drive Chesterbrook PA 19087 501c3 9800 General Support 33 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. 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 11 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. AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND 1300 MORRIS DRIVE CHESTERBROOK PA 19087 900918856 assistance during NATURAL OR CIVIL DISASTERS DE 501(c)(3) Line 7 AmerisourceBergen Corporation 1 AMERISOURCEBERGEN CORPORATION 1300 MORRIS DR CHESTERBROOK PA 19087 233079390 pharmaceutical sourcing and distribution DE N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0