Form 990 for tax year 2022
Filed by ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS.
Totals
- Total revenue
- $36,737
- Total expenses
- $21,251,507
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $36,737
- Other revenue
- $0
- Total assets, end of year
- $43,440,093
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $43,440,093
- Program services expenses (Part IX)
- $21,251,507
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,251,507
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $36,737 · unrelated business $36,737
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $21,103,000 · program services $21,103,000
-
5 · Compensation of officers, directors and key employees
total $41,698 · program services $41,698
-
11b · Fees: legal
total $14,735 · program services $14,735
-
11f · Fees: investment management
total $51,886 · program services $51,886
-
24a · Other expenses: UBI TAX EXPENSE
total $40,188 · program services $40,188
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,137,380 · end of year $2,926,144
-
15 · Other assets
beginning of year $62,517,483 · end of year $40,513,949
-
29 · Capital stock, trust principal or current funds
beginning of year $64,654,863 · end of year $43,440,093
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
THE ASTRAZENECA VEBA TRUST AGREEMENT FOR RETIREE HEALTH BENEFITS IS A VOLUNTARY BENEFICIARY ASSOCIATION ORGANIZED UNDER 501(C)(9) TO PROVIDE MEDICAL AND DENTAL COVERAGE TO ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP.
Activities or mission (Part I)
SEE SCHEDULE O
-
A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF MEDICAL AND DENTAL BENEFITS ON BEHALF OF ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP.
Expenses $21,251,507 · Revenue $36,737
As filed on the 2022 return.
Listed in Part VII
-
Matrix Trust CompanyMATRIX TRUST COMPANY
TRUSTEE
- Total calculated
- $41,698
- From this org
- $41,698
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
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ASTRAZENECA PHARMACEUTICALS LP
0 · PHARMACEUTICALS · DE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323089349300817
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