2024-01-19T15:34:51-06:00 2023-09-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-10-01 900918856 CENCORA TEAM ASSISTANCE FUND CENC 6107277000 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 JAMES T RIZOL TREASURER 6107277000 2024-01-19 1 JAMES RIZOL 999009999 0 JANE COLEMAN P01391236 4159561500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MATTHEW F WEBB 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 132772 0 X N/A X 2012 DE TO PROVIDE AID TO ASSOCIATES OF CENCORA, INC. AND THEIR FAMILIES WHO ARE VICTIMS OF NATURAL OR CIVIL DISASTERS OR WHO ARE FACING SEVERE FINANCIAL HARDSHIPS SUCH AS DIFFICULTY IN MEETING BASIC EXPENSES AFTER THE DEATH OF AN IMMEDIATE FAMILY MEMBER OR THE INABILITY TO PAY MEDICAL COSTS THAT ARE UNUSUAL AND UNINSURED. 4 0 0 15 0 0 590936 131245 0 0 0 1527 0 0 590936 132772 228108 341998 0 0 0 0 0 0 0 0 0 228108 341998 362828 -209226 931510 875408 0 153124 931510 722284 X TO PROVIDE AID TO ASSOCIATES OF CENCORA INC. AND THEIR FAMILIES WHO ARE VICTIMS OF NATURAL OR CIVIL DISASTERS OR WHO ARE FACING SEVERE FINANCIAL HARDSHIPS SUCH AS DIFFICULTY IN MEETING BASIC EXPENSES AFTER THE DEATH OF AN IMMEDIATE FAMILY MEMBER OR THE INABILITY TO PAY MEDICAL COSTS THAT ARE UNUSUAL AND UNINSURED. 0 0 341998 341998 TO PROVIDE AID TO ASSOCIATES OF CENCORA INC. AND THEIR FAMILIES WHO ARE VICTIMS OF NATURAL OR CIVIL DISASTERS OR WHO ARE FACING SEVERE FINANCIAL HARDSHIPS SUCH AS DIFFICULTY IN MEETING BASIC EXPENSES AFTER THE DEATH OF AN IMMEDIATE FAMILY MEMBER OR THE INABILITY TO PAY MEDICAL COSTS THAT ARE UNUSUAL AND UNINSURED. 341998 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 1 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 0 X 4 0 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL FL CA CO GA HI KS KY IL MA MD MI MN NC NJ NY OH OR PA RI UT VA WA AK AR CT DC ME MS NH NM ND OK SC TN WV WI X KOUROSH PIROUZ 6107277000 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 X JAMES F CLEARY DIRECTOR 1.00 41.00 X 0 0 0 JEANNINE ALTROGGE DIRECTOR (THRU 4/23) 1.00 41.00 X 0 0 0 STEFANIE PERRY DIRECTOR 1.00 41.00 X 0 0 0 MATTHEW F WEBB PRESIDENT & DIRECTOR 1.00 41.00 X X 0 0 0 SHANNA BARNES DIRECTOR (THRU 4/23) 1.00 41.00 X 0 0 0 DEVETTA JAMES DIRECTOR (THRU 5/23) 1.00 41.00 X 0 0 0 VANESSA ARRISON DIRECTOR 1.00 41.00 X 0 0 0 JF QUINN TREASURER (THRU 1/23) 1.00 41.00 X 0 0 0 JAMES T RIZOL TREASURER (AS OF 1/23) 1.00 41.00 X 0 0 0 KATE LAEPPLE HERTZOG GRANT ADMINISTRATOR 1.00 41.00 X 0 0 0 KOUROSH Q PIROUZ ASSISTANT SECRETARY 1.00 41.00 X 0 0 0 SUSAN L COLDREN ASSISTANT SECRETARY 1.00 41.00 X 0 0 0 SUSAN LORENZ-FISHER PROGRAM OFFICER 1.00 41.00 X 0 0 0 MELISSA GREENBAUM SECRETARY 1.00 41.00 X 0 0 0 NICOLE GORDON PROGRAM DIRECTOR 1.00 41.00 X 0 0 0 0 0 0 0 0 0 0 0 12453 118792 131245 1527 1527 132772 0 0 1527 188874 188874 153124 153124 341998 341998 0 0 390237 863142 501007 6548 40266 5718 931510 875408 0 153124 0 153124 X 430503 715736 501007 6548 931510 722284 931510 875408 -209226 0 X 0 1 X 1 0 X 309209 67461 123491 590936 131245 1222342 309209 67461 123491 590936 131245 1222342 779375 442967 1527 1527 1223869 0.36190 0.33440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE CENCORA TEAM ASSISTANCE FUND AND THE CENCORA IMPACT FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE 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, 2023 AND 2022. 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 153124 0 0 0 0 0 0 153124 0 153124 AID TO VICTIMS EUROPE (INCLUDING ICELAND & GREENLAND) 291 153124 WIRE 0 N/A N/A 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE APPROVED BY THE SELECTION COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. GRANTS ARE PROCESSED THROUGH THE ACCOUNTING DEPARTMENT. PART I, LINE 3: ACCRUAL BASIS PART III ACCOUNTING METHOD: PART III: ACCRUAL BASIS 1 AID TO VICTIMS 101 188874 0 N/A N/A PART I, LINE 2: GRANTS ARE APPROVED BY THE SELECTION 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 CENCORA TEAM ASSISTANCE FUND ARE ALSO OFFICERS AND EMPLOYEES OF CENCORA INC. IN ADDITION, A MAJORITY OF THE OFFICERS OF CENCORA TEAM ASSISTANCE FUND ARE ALSO OFFICERS OF THE CENCORA IMPACT FOUNDATION (THE SUPPORTING TAX-EXEMPT ORGANIZATION). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED AUGUST 2023 TO REFLECT THE ORGANIZATION'S NAME CHANGE FROM AMERISOURCEBERGEN ASSOCIATE ASSISTANCE FUND TO CENCORA TEAM ASSISTANCE FUND. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CENCORA INC. 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 CENCORA INC. 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 CENCORA TEAM ASSISTANCE FUND (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. CENCORA IMPACT FOUNDATION 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 471846222 TO SUPPORT THE CENCORA TEAM ASSISTANCE FUND DE 501(C)(3) LINE 12A, I CENCORA TEAM ASSISTANCE FUND 1 XCENDA LLC 4114 WOODLAND PARKWAY 500 EAST LAKE PALM HARBOR FL 34685 043697141 PHARMACEUTICAL SOURCING AND DISTRIBUTION FL N/A 0 0 CENCORA INC 1 WEST 1ST AVENUE CONSHOHOCKEN PA 19428 233079390 PHARMACEUTICAL SOURCING AND DISTRIBUTION DE N/A C 0 THE LASH GROUP INC 1800 INNOVATION POINT FORT MILL SC 29715 521663991 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 CENCORA IMPACT FOUNDATION C 12453 CASH