ENCOURAGE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ENCOURAGE FOUNDATION (EIN 52-2143480)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201533179349101388
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:52:50-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954468204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPPE HELLIE HOFFER & ALLISON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 CANOGA AVENUE SUITE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522143480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENCOURAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENCO | BusinessNameControlTxt |
| Phone | 8054471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMGEN CENTER DR MS 28-1-B | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BATISTA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8054471000 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN K HELLIE | PreparerPersonNm |
| PTIN | P00290933 | PTIN |
| Phone | 8184495700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,410,699 | 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 | $382,762,690 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $431 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $431 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $382,763,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $431 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $431 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $130,876 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $137,914 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $362,395,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $362,465,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $362,526,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $362,603,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,526,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $362,603,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,236,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $431 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,612,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,715,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,715,273 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $22,388 | AcctRcvblBOYAmt |
| Inventories BOY | $29,616,230 | InventoriesBOYAmt |
| Inventories EOY | $46,695,186 | InventoriesEOYAmt |
| Inventories EOYFMV | $46,695,186 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $198 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $197 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $17 | OtherAssetsBOYAmt |
| Other Assets EOY | $43 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,251,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,410,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,410,699 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $408,312 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $330,976 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $408,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $330,976 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,842,967 | UnrestrictedBOYAmt |
| Unrestricted EOY | $51,079,723 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,842,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,079,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,251,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,410,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,842,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,236,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,079,723 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,079,723 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,474,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,693,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 127.874826 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $249,244,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,144,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 40.563833 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $209,252,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,318,454 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 33.117647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,390,167 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,572,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 30.933661 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,404,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,175,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 25.775455 | DistributionYr5Rt |
| Total Distribution | 258.265422 | TotalDistributionRt |
| Average Distribution | 51.653084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,944,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,721,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,721,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $362,603,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $201 | TotalPaymentsAndCreditsAmt |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $197 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANN BATISTA | IndividualWithBooksNm |
| Phone | 8054471000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| EDUARDO CETLIN | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| BLAIR FIELDS | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | VICE PRESIDENT | 8.00 | $0 | $0 | $0 |
| ANN BATISTA | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICHARD BENSON | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANDREA ROBINSON | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| ALICIA ANDREA | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID COLLIER | ||||||||
| ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES LOPER JR | ||||||||
| 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RXC ACQUISITION CORPDBA RX CROSSROADS | |||||
| 4500 PROGRESS BLVD | LOUISIVILLE | KY | 40218 | PRODUCT DISTRIBUTION & PATIENT ENROLLMENT | $2,967,113 |
| UPS | |||||
| PO BOX 650580 | DALLAS | TX | 75265 | PRODUCT SHIPPING | $1,250,032 |
| LIPPE HELLIE HOFFER & ALLISON LLP | |||||
| 5950 CANOGA AVENUE STE 200 | WOODLAND HILLS | CA | 91367 | ACCOUNTING AND BOOKKEEPING | $95,642 |
| BLUE WAVE SOLUTIONS INC | |||||
| PO BOX 202056 | DALLAS | TX | 753202056 | MANAGEMENT SUPPORT SERVICES | $70,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PATIENT ASSISTANCE PROGRAM DEVELOPED TO ASSIST FINANCIALLY NEEDY PATIENTS TO OBTAIN ENBREL, A DRUG USED FOR THE TREATMENT OF PATIENTS WITH RHEUMATOID ARTHRITIS. | Description1Txt |
| Expenses1 | $362,526,365 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,003,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $240 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,004,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,004,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,944,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $362,603,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $362,603,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $362,603,696 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-08-25 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $431 | CurrentYearAmt |
| Year1 | $298 | Year1Amt |
| Year2 | $643 | Year2Amt |
| Year3 | $1,221 | Year3Amt |
| Total | $2,593 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $366 | CurrentYearAmt |
| Year1 | $253 | Year1Amt |
| Year2 | $547 | Year2Amt |
| Year3 | $1,038 | Year3Amt |
| Total | $2,204 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $362,603,700 | CurrentYearAmt |
| Year1 | $344,474,196 | Year1Amt |
| Year2 | $249,244,433 | Year2Amt |
| Year3 | $209,252,329 | Year3Amt |
| Total | $1,165,574,658 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $362,603,700 | CurrentYearAmt |
| Year1 | $344,474,196 | Year1Amt |
| Year2 | $249,244,433 | Year2Amt |
| Year3 | $209,252,329 | Year3Amt |
| Total | $1,165,574,658 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $131,467 | CurrentYearAmt |
| Year1 | $89,795 | Year1Amt |
| Year2 | $204,817 | Year2Amt |
| Year3 | $210,615 | Year3Amt |
| Total | $636,694 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ENCOURAGE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMGEN CENTER DRIVE MS 28-1-B | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002827752 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS CAN BE DOWNLOADED ON OUR WEBSITE WWW.ENCOURAGEFOUNDATION.COM. FAX COPIES OF APPLICATIONS ARE ACCEPTED. THE FAX NUMBER IS 1-888-508-8083. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN GENERAL, APPLICANTS MUST: 1) BE A RESIDENT OF THE UNITED STATES. 2) DEMONSTRATE FINANCIAL NEED, WHICH IS BASED ON THE PATIENT'S ANNUAL HOUSEHOLD INCOME AS A MULTIPLE OF THE FEDERAL POVERTY LEVEL (FPL) AND FAMILY SIZE. THE MULTIPLE VARIES BY PRODUCT. 3) PROOF OF INCOME IS REQUIRED THROUGH CERTAIN DOCUMENTATION PROCESS. 4) IN ADDITION TO SATISFYING THE GENERAL ELIGIBILTY CRITERIA, AN APPLICANT MUST MEET ADDITIONAL CRITERIA WHICH ARE BASED ON INSURANCE COVERAGE STATUS. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $431 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| AMGEN USA INC | |||||||
| 1 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $8,330,000 | Yes (X) | |
| AMGEN USA INC | |||||||
| 2 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $80,743,775 | Yes (X) | |
| AMGEN USA INC | |||||||
| 3 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $69,281,671 | Yes (X) | |
| AMGEN USA INC | |||||||
| 4 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $122,393,504 | Yes (X) | |
| AMGEN USA INC | |||||||
| 5 | ONE AMGEN CENTER DRIVE | THOUSAND OAKS | CA | 91320 | $102,013,740 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ENBREL | $80,743,775 | 2014-03-31 |
| 3 | ENBREL | $69,281,671 | 2014-06-30 |
| 4 | ENBREL | $122,393,504 | 2014-09-30 |
| 5 | ENBREL | $102,013,740 | 2014-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $130,876 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $137,914 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B QUESTION 1(A)(3) | FormAndLineReferenceDesc |
| Medium Explanation | AMGEN INC. DONATED SERVICES IN THE AMOUNT OF $171,128 AND DONATED FACILITIES AND UTILITIES IN THE AMOUNT OF $15,334 TO ENCOURAGE FOUNDATION DURING 2014 AT NO CHARGE. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SEC. 4941 (D)(2)(C). | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE-INTEREST | Desc |
| BOY Book Value | $17 | BOYBookValueAmt |
| EOY Book Value | $43 | EOYBookValueAmt |
| EOYFMV | $43 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $176,869 | $0 | $0 | $179,165 |
| SHIPPING AND PACKAGING COSTS | $2,038,468 | $0 | $0 | $2,056,472 |
| LOST INVENTORY | $981,643 | $0 | $0 | $981,643 |
| COST OF PRESCRIPTION DRUG | $356,372,090 | $0 | $0 | $356,372,090 |
| OFFICE EXPENSE | $215 | $0 | $0 | $275 |
| REGULATORY FEES | $300 | $0 | $0 | $240 |
| PRODUCT DISTRIBUTION | $1,290,756 | $0 | $0 | $1,333,401 |
| PATIENT ENROLLMENT SERVICES | $1,535,147 | $0 | $0 | $1,542,499 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1 | DisbursementsCharitablePrpsAmt |
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