OTSUKA PATIENT ASSISTANCE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OTSUKA PATIENT ASSISTANCE FOUNDATION INC (EIN 81-4571545)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349101709
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:10:16-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814571545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTSUKA PATIENT ASSISTANCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTSU | BusinessNameControlTxt |
| Phone | 2406833573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DR | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH WRIGHT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2406833573 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | WRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,757,451 | 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 | $224,577,861 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,253 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $54,253 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $224,632,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,253 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,253 | 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 |
| Other Expenses Rev And Expnss | $8,791,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,282,475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,791,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,282,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,551,062 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,551,062 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,342,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,833,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,710,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,253 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,573,287 | CashBOYAmt |
| Cash EOY | $500,177 | CashEOYAmt |
| Cash EOYFMV | $500,177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $8,100,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,100,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,529 | AcctRcvblAmt |
| Acct Rcvbl EOY | $13,529 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,529 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $26,356,063 | InventoriesBOYAmt |
| Inventories EOY | $26,143,745 | InventoriesEOYAmt |
| Inventories EOYFMV | $26,143,745 | InventoriesEOYFMVAmt |
| Total Assets BOY | $34,929,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,757,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,757,451 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,053,913 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,696,338 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,053,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,696,338 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,875,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,061,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,875,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,061,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,929,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,757,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,875,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,710,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,896,175 | OtherIncreasesAmt |
| Subtotal | $33,061,113 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,061,113 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,474 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,474 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,720 | OverpaymentAmt |
| Applied To ES Tax | $1,720 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 | HTTP://WWW.OTSUKAPATIENTASSISTANCE.COM/ | WebsiteAddressTxt |
| Individual With Books | OTSUKA AMERICA PHARMACEUTICAL INC | IndividualWithBooksNm |
| Phone | 2406833573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DR | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH GETZ | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| RACHEL THORPE | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | ASSOCIATE DIRECTOR | 40.00 | $0 | $0 | $0 |
| TERRI HINKLEY | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BETH HARPER | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARK HOFFMAN | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHRISTINA VAN DERVEER | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNETH WRIGHT FROM 022022 | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | TREASURER | 1.00 | $0 | $0 | $0 |
| ASHLEE HAMILTON FROM 052022 | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISSIE O'NEILL THRU 012022 | ||||||||
| 508 CARNEGIE CENTER DR | PRINCETON | NJ | 08540 | ASSISTANT SECRETARY | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LABCORP PERI-APPROVAL AND COMMERCIALIZATION IN | |||||
| 9711 WASHINGTONIAN BLVD 8TH FL | GAITHERSBURG | MD | 20878 | PHARMACEUTICAL LOGISTIC SERVICES | $3,369,234 |
| LABCORP SPECIALTY PHARMACY LLC | |||||
| 9711 WASHINGTONIAN BLVD SUITE 800 | GAITHERSBURG | MD | 20878 | PHARMACEUTICAL LOGISTIC SERVICES | $2,220,141 |
| CIBERSPRING INTERNATIONAL LLC | |||||
| 50 DIVISION ST STE 305 | SOMERVILLE | NJ | 08876 | PHARMACEUTICAL LOGISTIC SERVICES | $352,612 |
| AMERICAN EXPRESS | |||||
| 200 VESEY STREET | NEW YORK | NY | 102853106 | PHARMACEUTICAL LOGISTIC SERVICES | $152,581 |
| SALESFORCECOM INC | |||||
| 415 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 84105 | PHARMACEUTICAL LOGISTIC SERVICES | $111,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE OTSUKA ASSISTANCE FOUNDATION, INC. ("FOUNDATION") PROVIDES PHARMACEUTICAL PRODUCTS FREE OF CHARGE TO PATIENTS IN NEED. SPECIFICALLY, THE FOUNDATION OPERATES THE OTSUKA PATIENT ASSISTANCE PROGRAM, WHICH WILL SERVE PATIENTS IN NEED WHO HAVE BEEN PRESCRIBED PHARMACEUTICAL PRODUCTS THAT ARE MARKED OR DISTRIBUTED BY OTSUKA AMERICA PHARMACEUTICAL, INC. AND ITS AFFILIATES. THE FOUNDATION MEETS THE PHARMACEUTICAL NEEDS OF SUCH PATIENTS PRIMARILY THROUGH PRODUCT DONATION AND, WHERE PRACTICAL, BY EDUCATING PATIENTS REGARDING APPLICABLE RESOURCES THAT THEY MAY UTILIZE. DURING 2022, THE FOUNDATION PROVIDED $218,551,062 OF DONATED PRODUCTS TO 13,291 PATIENTS. | Description1Txt |
| Expenses1 | $218,551,062 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,156,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,156,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,156,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,064,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,833,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,833,537 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2016-11-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $54,253 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $22,003 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $76,256 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $46,115 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $18,703 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $64,818 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $225,833,537 | CurrentYearAmt |
| Year1 | $187,484,201 | Year1Amt |
| Year2 | $173,024,230 | Year2Amt |
| Year3 | $184,439,066 | Year3Amt |
| Total | $770,781,034 | 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 | $225,833,537 | CurrentYearAmt |
| Year1 | $187,484,201 | Year1Amt |
| Year2 | $173,024,230 | Year2Amt |
| Year3 | $184,439,066 | Year3Amt |
| Total | $770,781,034 | 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 | $202,139 | CurrentYearAmt |
| Year1 | $271,628 | Year1Amt |
| Year2 | $420,079 | Year2Amt |
| Year3 | $431,919 | Year3Amt |
| Total | $1,325,765 | 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 | OTSUKA PATIENT ASSISTANCE FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3640 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208853640 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8557276274 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ONLINE AT HTTPS://WWW.OTSUKAPATIENTASSISTANCE.COM/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIVIDUAL PATIENT PROGRAMS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 CARNEGIE CENTER DR | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | INDIVIDUALS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDING PHARMACEUTICAL PRODUCTS FREE OF CHARGE TO ELIGIBLE PATIENTS | GrantOrContributionPurposeTxt |
| Amt | $218,551,062 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,551,062 | 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 | $54,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,253 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| OTSUKA AMERICA PHARMACEUTICAL INC | |||||||
| 1 | 2440 RESEARCH BLVD | ROCKVILLE | MD | 20850 | $224,552,700 | Yes (X) | Yes (X) |
| PHARMAVITE LLC | |||||||
| 2 | 8531 FALLBROOK AVE | WEST HILLS | CA | 91304 | $25,160 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | UNITS OF VARIOUS PHARMACEUTICALS | $218,552,700 | 2022-12-31 |
| 2 | UNITS OF VARIOUS VITAMINS | $25,160 | 2022-12-31 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECTOR & OFFICER INSURANCE | $5,303 | $0 | $0 | $5,303 |
| PHARMACEUTICAL PRODUCT WRITE OFF | $2,135,291 | $0 | $0 | $0 |
| PHARMACEUTICAL LOGISTICS SERVICES | $6,494,420 | $0 | $0 | $7,273,216 |
| BANK FEES | $3,956 | $0 | $0 | $3,956 |
| OFFICE SUPPLIES | $152,581 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $1,896,175 | Amt |