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← ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS

Form 990 for tax year 2023

Filed by ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS.

Totals

Total revenue
$177,536
Total expenses
$19,660,151
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$177,536
Other revenue
$0
Total assets, end of year
$23,957,478
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,957,478
Program services expenses (Part IX)
$19,660,151
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$19,660,151

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 $177,536 · unrelated business $177,536

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,561,000 · program services $19,561,000

  • 5 · Compensation of officers, directors and key employees

    total $34,969 · program services $34,969

  • 11b · Fees: legal

    total $10,399 · program services $10,399

  • 11f · Fees: investment management

    total $53,783 · program services $53,783

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,926,144 · end of year $4,976,248

  • 15 · Other assets

    beginning of year $40,513,949 · end of year $18,981,230

  • 29 · Capital stock, trust principal or current funds

    beginning of year $43,440,093 · end of year $23,957,478

  • 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 · 2023

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 $19,660,151 · Revenue $177,536

As filed on the 2023 return.

Listed in Part VII

  • Matrix Trust Company

    TRUSTEE

    Total calculated
    $34,969
    From this org
    $34,969
    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.

  • ASTRAZENECA PHARMACEUTICALS LP

    0 · PHARMACEUTICALS · DE

Provenance

Return type
form_990
Tax year
2023
Filed
10 October 2024
IRS schema version
2023v5.1
Source object
202412849349301036

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