THE AMGEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE AMGEN FOUNDATION INC (EIN 77-0252898)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349105337
- Schema version
- 2024v5.0
- 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
- Amortization Schedule
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T21:00:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 31351 VIA COLINAS STE 202 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913624561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 913199027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF BERND | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8054471000 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A ALLISON | PreparerPersonNm |
| PTIN | P01971329 | PTIN |
| Phone | 8183946689 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,999,263 | 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 | $25,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,031,209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,031,209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,514,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,514,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,147,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051,242,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,147,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,693,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,693,182 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,898 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $243,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $249,241 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,165 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $77,799 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,470 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,395 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,018,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,908,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,451,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,173,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,791,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,283,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,242,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,457,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,450,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,597,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,299,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,772,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,772,512 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $124,550 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $150,980 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $150,980 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $24,895,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,990,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,990,611 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $67 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $48 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $48 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $35,972,563 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,903,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,903,774 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $300,635 | OtherAssetsBOYAmt |
| Other Assets EOY | $181,338 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $181,338 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,593,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,999,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,999,263 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $121,587 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $131,129 | AccountsPayableEOYAmt |
| Grants Payable BOY | $21,270,674 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,286,877 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,407,899 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,898,523 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,800,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,316,529 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,793,374 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $58,682,734 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,793,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,682,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,593,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,999,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,793,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,450,936 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,244,310 | SubtotalAmt |
| Other Decreases | $561,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,682,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DWS | P | 2024-01-01 | 2024-12-31 | $991,627,052 | $991,398,294 | $228,758 | $228,758 |
| DWS | P | 2023-01-01 | 2024-12-31 | $59,615,449 | $58,696,876 | $918,573 | $918,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,147,331 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $228,758 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77,799 | SubtotalAmt |
| Tax Based On Investment Income | $77,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,647 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $81,647 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,848 | OverpaymentAmt |
| Applied To ES Tax | $3,848 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AMGENFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALLISON GIBB LLP | IndividualWithBooksNm |
| 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 VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT HEIMLICH | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | PRESIDENT | 32.00 | $0 | $0 | $0 |
| JEFF BERND | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | CFO | 1.00 | $0 | $0 | $0 |
| ADAM ELINOFF | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | TREASURER | 1.00 | $0 | $0 | $0 |
| LISA GRUBER | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | TAX | 1.00 | $0 | $0 | $0 |
| DENNIS YAI | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ANDREA ROBINSON | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | ASST. SECRET | 1.00 | $0 | $0 | $0 |
| NANCY GRYGIEL | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAM GUHAN | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PONDA MOTSEPE-DITSHEGO | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY RAZAQI | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID REESE | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ESTEBAN SANTOS | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEAN-CHARLES SORIA | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN SWEENEY | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID ADCOCK | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $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 | COMMUNICATIONS | $577,472 |
| SUBSTANCE INTERNATIONAL | |||||
| 4500 PARK GRANADA | CALABASAS | CA | 91302 | CONSULTING SRVS | $313,500 |
| DAVID M LEWIS COMPANY LLC | |||||
| 20750 VENTURA BLVD STE 300 | WOODLAND HILLS | CA | 91364 | PROGRAM ADMIN | $269,009 |
| CHARITIES AID FOUNDATION | |||||
| 225 REINEKERS LANE STE 375 | ALEXANDRIA | VA | 22314 | MG PROGRAM MGMT | $258,222 |
| ALLISON & GIBB LLP | |||||
| 31351 VIA COLINAS SUITE 202 | WESTLAKE VILLAGE | CA | 91362 | ACCOUNTING FEES | $194,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,230,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,402,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $218,391 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,850,845 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $62,850,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $942,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,908,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,095,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,095,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,799 | TotalTaxAmt |
| Distributable Before Adj | $3,017,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,017,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,017,605 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,457,422 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,457,422 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,017,605 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,351,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,785,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,673,604 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,985,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,194,808 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,991,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,457,422 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,017,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,439,817 | RemainingDistriFromCorpusAmt |
| Total Corpus | $163,431,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,351,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,079,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,785,261 | ExcessFromYear4Amt |
| Excess From Year3 | $19,673,604 | ExcessFromYear3Amt |
| Excess From Year2 | $32,985,682 | ExcessFromYear2Amt |
| Excess From Year1 | $28,194,808 | ExcessFromYear1Amt |
| Excess From Current Year | $25,439,817 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE AMGEN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMGEN CENTER DRIVE MS 38-4-D | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8054471000 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS OF INTENT AND GRANT APPLICATIONS SHOULD BE SUBMITTED ONLINE AT HTTPS://WWWEXT.AMGEN.COM/RESPONSIBILITY/HEALTHY- SOCIETY/COMMUNITY-INVESTMENT/AMGEN-FOUNDATION/AMGEN- FOUNDATION-GRANTS. 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 WI | 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 DISCRIMINATE 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE TR ATTACHMENT (1) | 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 Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE TR ATTACHMENT (1) | GrantOrContributionPurposeTxt |
| Amt | $26,283,551 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,283,551 | 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 Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE TR ATTACHMENT (2) | GrantOrContributionPurposeTxt |
| Amt | $8,433,351 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,433,351 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,031,209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,514,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,147,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,693,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,693,182 | 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 Person | AMGEN INC | ContributorPersonNm |
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 | $25,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT FEES | CategoryTxt |
| Amt | $243,479 | Amt |
| Disbursements Charitable Prps | $249,241 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | WEBSITE COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2023-02-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $315,500 | AmortizedAmt |
| Deduction For Prior Years | $96,404 | DeductionForPriorYearsAmt |
| Amortization Period | 3.0000 | AmortizationPeriodRt |
| Current Year Amortization | $105,168 | CurrentYearAmortizationAmt |
| Total Amortization | $201,572 | TotalAmortizationAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| DANIEL J EDELMAN INC |
| COMMUNICATIONS SUPPORT |
| SUBSTANCE INTERNATIONAL |
| CONSULTING SERVICES |
| DAVID M LEWIS COMPANY LLC |
| PROGRAM ADMINISTRATION |
| CHARITIES AID FOUNDATION |
| MATCHING GIFT PROGRAM MANAGEMENT |
| ALLISON & GIBB LLP |
| ACCOUNTING & BOOKKEEPING |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY & DEBT SECURITIES AT DWS | StockNm |
| EOY Book Value | $22,990,611 | EOYBookValueAmt |
| EOYFMV | $22,990,611 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CD & COMMERCIAL PAPER AT DWS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $21,903,774 | BookValueAmt |
| EOYFMV | $21,903,774 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,395 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,898 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $81,539 | $67,410 | $67,410 |
| NET INTANGIBLE ASSETS | $219,096 | $113,928 | $113,928 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $561,576 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| PROGRAM ADMINISTRATION EXPENS | $761,716 | $772,244 |
| INTERNATIONAL GRANT ADMINISTR | $165,521 | $166,182 |
| PROMOTIONS & COMMUNICATIONS | $901,923 | $871,391 |
| SPONSORSHIPS | $15,002 | $20,002 |
| MEMBERSHIP FEES | $69,383 | $78,518 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MATCHING GIFTS PAYABLE | $3,234,607 | $3,647,168 |
| DOLLARS FOR DOERS PROGRAM PAYABLE | $165,081 | $242,825 |
| MATCHING DISASTER RELIEF GIFTS PAY. | $8,211 | $8,530 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $96,165 | Amt |
| Net Investment Income | $96,165 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $77,799 | Amt |