THE AMGEN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE AMGEN FOUNDATION INC (EIN 77-0252898)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349101338
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T09:47:41-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475278347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLISON & GIBB LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E DAILY DRIVE SUITE 117 | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770252898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMGEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMGE | BusinessNameControlTxt |
| Phone | 8054471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19027 | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN HYLLENGREN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | HYLLENGREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A ALLISON CPA | PreparerPersonNm |
| PTIN | P01971329 | PTIN |
| Phone | 8059871999 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,203,093 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89,607 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,607 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $89,607 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,667,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,667,971 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,667,971 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,359,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,140,217,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,359,071 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,359,071 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18,907 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,135,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,116,649 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,116,649 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,280 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,945 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $314,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $314,587 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,444 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $96,123 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $15,520 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $520 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,237,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,118,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,855,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,438,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,793,137 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,329,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,648,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,767,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,486,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,930,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,116,649 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $362,596 | CashBOYAmt |
| Cash EOY | $11,956,627 | CashEOYAmt |
| Cash EOYFMV | $11,956,627 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,084,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,009,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,009,694 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $84,530 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $102,388 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $102,388 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $54,343,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,549,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,549,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,957,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $499,801 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $499,801 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $135 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $99 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $99 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $36,227,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,080,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,080,711 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,017,629 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,636 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,636 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $110,077,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,203,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,203,093 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $167,582 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $336,351 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,850,120 | GrantsPayableBOYAmt |
| Grants Payable EOY | $11,519,319 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,580,070 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,685,924 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,597,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,541,594 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,480,184 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $88,661,499 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,480,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,661,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,077,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,203,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,480,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,486,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,694,710 | OtherIncreasesAmt |
| Subtotal | $88,661,499 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,661,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,140,217,730 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,136,858,659 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,359,071 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,359,071 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,359,071 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,359,071 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96,330 | SubtotalAmt |
| Tax Based On Investment Income | $96,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,546 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $96,546 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $216 | OverpaymentAmt |
| Applied To ES Tax | $216 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allison & Gibb LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183946680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31351 Via Colinas Suite 202 | AddressLine1Txt |
| City | Westlake Vlg | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EDUARDO CETLIN | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | President | 16.00 | $0 |
| SCOTT HEIMLICH | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Vice President | 32.00 | $0 |
| ANN HYLLENGREN | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | CFO | 1.00 | $0 |
| JUSTIN CLAEYS | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Treasurer | 1.00 | $0 |
| DENNIS YAI | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Secretary | 1.00 | $0 |
| JIM LOPER JR | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | ASST. SECRETARY | 1.00 | $0 |
| ANDREA ROBINSON | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | ASST. SECRETARY | 1.00 | $0 |
| JUDY BROWN | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| NANCY GRYGIEL | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| LORI JOHNSTON | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| DAVID REESE | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| SAM GUHAN | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| ESTEBAN SANTOS | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| SUSAN SWEENEY | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| IAN THOMPSON | ||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Daniel J Edelman Inc | |||||
| 200 East Randolph Drive FI63 | Chicago | IL | 60601 | COMM. SUPPORT | $299,562 |
| DWS Inv Mgmt Americas Inc | |||||
| PO Box 13278 | Newark | NJ | 071013278 | Investment Advisors | $176,386 |
| Substance International | |||||
| 4500 Park Granada | Calabasas | CA | 91302 | Social Media Support | $170,746 |
| CYBERGRANTS LLC | |||||
| 300 BRICKSTONE SQUARE SUITE 601 | ANDOVER | MA | 01810 | M.G. PROGRAM MANAGEMENT | $154,941 |
| Allison & Gibb LLP | |||||
| 31351 Via Colinas Suite 202 | Westlake Village | CA | 91362 | Accounting Services | $272,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,351,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,921,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,024 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,380,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $105,380,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,580,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,799,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,189,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,189,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,330 | TotalTaxAmt |
| Distributable Before Adj | $5,093,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,093,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,093,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,767,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,767,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,093,646 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,022,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,525,836 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,237,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,351,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,785,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,923,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,767,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,093,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,673,604 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,596,641 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,022,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,573,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,525,836 | ExcessFromYear4Amt |
| Excess From Year3 | $18,237,027 | ExcessFromYear3Amt |
| Excess From Year2 | $27,351,959 | ExcessFromYear2Amt |
| Excess From Year1 | $29,785,261 | ExcessFromYear1Amt |
| Excess From Current Year | $19,673,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE AMGEN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMGEN CENTER DRIVE MS 21-1-A | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8054474056 | RecipientPhoneNum |
| Form And Info And Materials | Nearly all Amgen Foundation grants are made by invitation.Within the United States and Puerto Rico, the Foundation will, however, respectfully contemplate a small number of unsolicited requests for local programs whose work is fully aligned to our strategy to strengthen science education in the communities where Amgen has a presence. Unsolicited requests are only reviewed on a semiannual basis, in March and September.Organizations that choose to submit an Unsolicited Letter of Inquiry must first complete an eligibility quiz before submitting their request. On successful completion, these organizations may only submit one request per year for funding.For organizations chartered outside of the United States, following the Foundation's invitation to submit a proposal, the Amgen Foundation works with qualified intermediary partners to manage international donations.Link to submit an Unsolicited Letter of Inquiry: https://wwwext.amgen.com/responsibility/healthy-society/community-investment/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AMGEN FOUNDATION WILL NOT CONSIDER REQUESTS FOR:- SUPPORT TO INDIVIDUALS- FUNDRAISING OR SPORTS-RELATED EVENTS- CORPORATE SPONSORSHIP REQUESTS- RELIGIOUS ORGANIZATIONS UNLESS THE GIFT IS DESIGNATED TO A PROGRAM THAT IS SECULAR IN NATURE AND BENEFITS A BROAD RANGE OF THE COMMUNITY (E.G. SOUP KITCHENS AND HOMELESS SHELTERS). ADDITIONALLY, THE PROGRAM MUST HAVE A FORMAL MISSION AND SEPARATE BUDGET AND STAFF.- POLITICAL ORGANIZATIONS OR LOBBYING ACTIVITY- LABOR UNIONS- PRIVATE FOUNDATIONS- ORGANIZATIONS NOT DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1), (2), (3) OF THE INTERNAL REVENUE CODE- ORGANIZATIONS THAT DISCRIMATE ON THE BASIS OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, VETERAN OR DISABILITY STATUSES IN THE DELIVERY OF SERVICES AND IN THEIR EMPLOYMENT PRACTICES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SEE TR ATTACHMENT 1 | ||||||
| PO BOX 19027 | NEWBURY PARK | CA | 91319 | PC | SEE TR ATTACHMENT (1) | $10,535,969 |
| SEE TR ATTACHMENT 1 | ||||||
| PO BOX 19027 | Newbury Park | CA | 91319 | PC | SEE TR ATTACHMENT (1) | $12,793,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,329,106 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE TR ATTACHMENT 2 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19027 | AddressLine1Txt |
| City | Newbury Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE TR ATTACHMENT (2) | GrantOrContributionPurposeTxt |
| Amt | $11,519,319 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,519,319 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,607 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,667,971 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,359,071 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,135,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,135,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMGEN USA INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMGEN CENTER DRIVE | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING FEES | CategoryTxt |
| Amt | $314,057 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $314,587 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | PER FOUNDATION MANAGEMENT GUIDELINES, THE BALANCE OF THE CASH ACCOUNT SHALL MAINTAIN A $150,000 EMERGENCY CASH BALANCE. FUNDS WILL BE TRANSFERRED INTO THE ACCOUNT ON AN AS NEEDED BASIS FROM THE INVESTMENT ACCOUNTS FOR GRANTS AND OTHER OPERATING EXPENSES. | ShortExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $6,280 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,945 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $3,994,875 | $1,448 | $1,448 |
| INTEREST RECEIVABLE | $22,754 | $3,188 | $3,188 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK & CREDIT CARD PROCESSING FEES | $37,265 | $31,922 |
| CONSULTING FEES | $10,000 | |
| INTERNATIONAL GRANT ADMINISTRATIVE FEES | $149,723 | $148,573 |
| MEMBERSHIP FEES | $63,452 | $78,219 |
| OTHER ADMINISTRATIVE FEES | $106 | $202 |
| PROGRAM ADMINISTRATION COSTS | $272,139 | $261,322 |
| Promotions & Communications | $714,705 | $587,854 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $18,907 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD DONATIONS PAYABLE | $134,347 | $452,924 |
| MATCHING GIFTS PAYABLE | $1,299,882 | $3,050,227 |
| AMGEN VOLUNTEERS PROGRAM PAYABLE | $115,500 | $179,644 |
| MATCHING DISASTER RELIEF GIFTS PAYABLE | $30,341 | $3,129 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $186,444 | Amt |
| Net Investment Income | $186,444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMGEN USA INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Amgen Center Drive | AddressLine1Txt |
| City | Thousand Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $96,123 | Amt |