ELI LILLY AND COMPANY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELI LILLY AND COMPANY FOUNDATION (EIN 35-6202479)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349100442
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T10:05:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | 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 | 356202479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELI LILLY AND COMPANY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIL | BusinessNameControlTxt |
| Phone | 3172762000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80007 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA CARDONA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3172762000 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | CARDONA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
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 | $2,880,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $5,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,004,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,025,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,120,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,269 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $105,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,047 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,461,756 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,461,756 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,814,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,738,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,306,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $317,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $300,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $300,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,323,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,274,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $167,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,318,073 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,305,764 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $635,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,941,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,880,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $635,828 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,941,619 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $635,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,941,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $635,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,941,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $635,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,306,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,942,061 | SubtotalAmt |
| Other Decreases | $442 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,941,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RUSSELL 2000 INDEX FUND B # | P | $2,164,318 | $2,242,714 | -$78,396 | -$78,396 |
| RUSSELL 2000 INDEX FUND B # - ST | P | $42,184 | -$42,184 | -$42,184 | |
| RUSSELL 2000 INDEX FUND B # - LT | P | $4,918 | -$4,918 | -$4,918 | |
| EQUITY INDEX FUND B PARTNER #99356 | P | $8,654,364 | $9,332,828 | -$678,464 | -$678,464 |
| EQUITY INDEX FUND B PARTNER #99356 - ST | P | $1,365 | -$1,365 | -$1,365 | |
| EQUITY INDEX FUND B PARTNER #99356 - LT | P | $214,444 | $214,444 | $214,444 | |
| CORE ACTIVE BOND FUND B PARTNER #99356 | P | $10,992,204 | $11,128,531 | -$136,327 | -$136,327 |
| CORE ACTIVE BOND FUND B PARTNER #99356 - ST | P | $66,510 | -$66,510 | -$66,510 | |
| CORE ACTIVE BOND FUND B PARTNER #99356 - LT | P | $80,148 | -$80,148 | -$80,148 | |
| CORE ACTIVE BOND FUND B PARTNER #99356 - 11C | P | $130,701 | -$130,701 | -$130,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,004,569 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,845 | 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 | $75,845 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74,433 | OverpaymentAmt |
| Applied To ES Tax | $74,433 | 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 | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | WWW.LILLY.COM/IMPACT/LILLY-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | CYNTHIA CARDONA | IndividualWithBooksNm |
| Phone | 3172762000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LILLY CORP CTR DROP CODE 1627 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46285 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID RICKS | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| CYNTHIA CARDONA | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JONATHON GROFF | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ALONZO WEEMS | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANAT ASHKENAZI | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANAT HAKIM | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANNE WHITE | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DANIEL SKOVRONSKY | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIOGO RAU | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| EDGARDO HERNANDEZ | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ILYA YUFFA | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JACOB VAN NAARDEN | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHNA NORTON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LEIGH ANN PUSEY | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL B MASON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATRIK JONSSON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEPHEN FRY | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 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 (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| BENEVITY INC | |||||||||
| 700 611 MEREDITH RD NE | CALGARY | AB | CA | ADMINISTRATION OF MATCHING GIFTS | $143,920 | ||||
| KATZ SAPPER & MILLER | |||||||||
| ACCOUNTING AND GRANTS MANAGEMENT | $105,375 | 800 E 96TH STREET SUITE 500 | INDIANAPOLIS | IN | 46240 | ||||
| CYBERGRANTS | |||||||||
| ADMINISTRATION OF MATCHING GIFTS | $54,084 | 300 BRICKSTONE SQUARE SUITE 601 | ANDOVER | MA | 01810 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $4,797,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $572,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,370,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,370,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,289,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,412 | TotalTaxAmt |
| Distributable Before Adj | $263,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,079 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,738,116 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,738,116 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,227,664 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,968,598 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,033,642 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,814,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,627,491 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,671,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,738,116 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,475,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,146,989 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $26,227,664 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,919,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,968,598 | ExcessFromYear4Amt |
| Excess From Year3 | $23,033,642 | ExcessFromYear3Amt |
| Excess From Year2 | $26,814,557 | ExcessFromYear2Amt |
| Excess From Year1 | $21,627,491 | ExcessFromYear1Amt |
| Excess From Current Year | $21,475,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 16 TECH COMMUNITY CORPORATION | ||||||||
| 1220 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | N/A | SO I | CATALYZING 16 TECH'S INCLUSIVE INNOVATION ECOSYSTEM | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 1510 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | DISASTER RELIEF - 2022 | $50,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PC | UKRAINE HUMANITARIAN RELIEF MATCHING GIFTS | $270,368 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 7125 FALL CREEK ROAD NORTH | INDIANAPOLIS | IN | 46256 | N/A | PC | ADVANCEMENT OF STEM IN SCOUTING OUTREACH INITIATIVE | $250,000 | |
| BOYS & GIRLS CLUBS OF INDIANAPOLIS INC | ||||||||
| 3909 NORTH MERIDIAN STREET SUITE 00 | INDIANAPOLIS | IN | 46208 | N/A | PC | BGCI OUTREACH PROGRAMS | $150,000 | |
| CECP | ||||||||
| 1385 HWY 35 250 | MIDDLETON | NJ | 07748 | N/A | PC | CECP GENERAL OPERATING SUPPORT 2022 | $15,000 | |
| CENTRAL INDIANA COMMUNITY FOUNDATION | ||||||||
| 615 N ALABAMA STREET SUITE 300 | INDIANAPOLIS | IN | 46204 | N/A | PC | GANGGANG TEEN | $200,000 | |
| CENTRAL INDIANA CORPORATE PARTNERSHIP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD SUITE 5000 | INDIANAPOLIS | IN | 46202 | N/A | SO I | ASCEND INDIANA/BEI DATA ANALYTICS | $250,000 | |
| CENTRAL INDIANA CORPORATE PARTNERSHIP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD SUITE 5000 | INDIANAPOLIS | IN | 46202 | N/A | SO I | ASCEND INDIANA/BUSINESS EQUITY FOR INDY | $466,667 | |
| CHALKBEAT | ||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 101230101 | N/A | PC | CHALKBEAT INDIANA 2022-2024 | $50,000 | |
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | ||||||||
| 3000 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC | $600,000 | |
| DAMIEN CENTER INC | ||||||||
| 26 NORTH ARSENAL AVENUE | INDIANAPOLIS | IN | 46201 | N/A | PC | VISION PROGRAM | $60,000 | |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | UKRAINE HUMANITARIAN RELIEF 2022 | $278,123 | |
| ECLECTIC SOUL VOICES CORPORATION | ||||||||
| 1415 SHELBY STREET | INDIANAPOLIS | IN | 46203 | N/A | PC | POWER AND PROMISE PROGRAM | $266,667 | |
| FINANCIAL EXECUTIVES RESEARCH FOUNDATION | ||||||||
| PO BOX 10408 | NEWARK | NJ | 071930408 | N/A | PC | FERF GENERAL OPERATING SUPPORT 2022 | $7,000 | |
| GIRL SCOUTS OF CENTRAL INDIANA INC | ||||||||
| 7201 GIRL SCOUT LANE | INDIANAPOLIS | IN | 46214 | N/A | PC | STEM EXPERIENCE CENTER - PHASE TWO | $125,000 | |
| GIRLS INCORPORATED OF INDIANAPOLIS INC | ||||||||
| 3933 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | GIRLS INC. INDY STEM EXPERIENCE 2022 | $100,000 | |
| GLOBAL BRIGADES INC | ||||||||
| PO BOX 101875 | PASADENA | CA | 911891875 | N/A | PC | GLOBAL BRIGADES VOLUNTEER PROGRAMS 2022 | $10,500 | |
| GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA | ||||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | N/A | PC | GOODWILL VOLUNTEER PROGRAMS 2022 | $25,000 | |
| GREATER INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 111 MONUMENT CIR STE 1950 | INDIANAPOLIS | IN | 46204 | N/A | SO I | ACCELERATE INDY 2021-2025 | $400,000 | |
| GREATER INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 111 MONUMENT CIR STE 1950 | INDIANAPOLIS | IN | 46204 | N/A | SO I | INDY CHAMBER RACIAL EQUITY INITIATIVES 2021-2023 | $300,000 | |
| INDIANA INSTITUTE FOR GLOBAL HEALTH INC | ||||||||
| C/O AMPATH 702 ROTARY CIRCLE SUITE | INDIANAPOLIS | IN | 46202 | N/A | SO I | INDIANA INSTITUTE FOR GLOBAL HEALTH AMPATH GLOBAL GATHERING | $5,000 | RO 101 |
| INDIANA PRISON WRITERS WORKSHOP | ||||||||
| PO BOX 44623 | INDIANAPOLIS | IN | 46244 | N/A | PC | RECIDIVISM STUDY AND PROGRAM EXPANSION AT PUTNAMVILLE CORRECTIONAL | $35,000 | |
| INDIANA SYMPHONY SOCIETY INC | ||||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | N/A | PC | BUILDING DIVERSE AUDIENCES 2021-2024 | $300,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | INDIANA UNIVERSITY - AMPATH CONSORTIUM SECRETARIAT | $130,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | AMPATH MODEL REPLICATION IN GHANA | $150,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 7072 | INDIANAPOLIS | IN | 462027072 | N/A | PC | AMPATH KENYA VOLUNTEER PROGRAMS 2022 | $25,000 | |
| INDIANA UNIVERSITY OFFICE OF ENGAGED LEARNING | ||||||||
| 625 N EAGLESON AVE | BLOOMINGTON | IN | 47405 | N/A | PC | PROJECT STEM HIGH SCHOOL SUMMER RESEARCH PROGRAM 2022 | $30,000 | |
| INDIANAPOLIS DOWNTOWN INC | ||||||||
| 111 MONUMENT CIRCLE SUITE 250 | INDIANAPOLIS | IN | 46204 | N/A | PC | DOWNTOWN INDY GENERAL OPERATING SUPPORT 2022 | $50,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | SCALING PROJECT LEAD THE WAY (PLTW) | $170,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | EXPANDING IPS FOUNDATION CAPACITY TO FURTHER EQUITY OF OPPORTUNITY 2021 - 2022 | $250,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | ACCELERATING EQUITABLE ACCESS TO STEM EDUCATION AND EXPERIENCES | $709,500 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | IPS CAREER ACADEMY SUPPORT 2021 - 2022 | $111,111 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL OPERATING SUPPORT 2022 | $15,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| 50 WEST FALL CREEK PARKWAY NORTH | INDIANAPOLIS | IN | 46208 | N/A | PC | BROTHER 2 BROTHER PROGRAM AT IVY TECH INDIANAPOLIS | $260,000 | DRIVE |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC | ||||||||
| 7435 N KEYSTONE AVE SUITE B | INDIANAPOLIS | IN | 46240 | N/A | PC | JOBSPARK 2022 (GENERAL OPERATING SUPPORT) | $50,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC | ||||||||
| 7435 N KEYSTONE AVE SUITE B | INDIANAPOLIS | IN | 46240 | N/A | PC | ELEMENTS OF STEM AND JA BIZTOWN PROGRAM SUPPORT 2022 - 2023 | $95,000 | |
| JUNIOR ACHIEVEMENT WORLDWIDE | ||||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | JUNIOR ACHIEVEMENT VOLUNTEER PROGRAMS 2022 | $8,500 | |
| KEEP INDIANAPOLIS BEAUTIFUL INC | ||||||||
| 1029 FLETCHER AVE SUITE 100 | INDIANAPOLIS | IN | 46203 | N/A | PC | KIB VOLUNTEER PROGRAMS 2022 | $165,000 | |
| MACGILLIVRAY FREEMAN FILMS EDUCATIONAL FOUNDATION | ||||||||
| 2470 S COAST HIGHWAY PO BOX 1779 | LAGUNA BEACH | CA | 92652 | N/A | SO II | MEDICAL MARVELS - AN IMAX FILM AND OUTREACH PROGRAM | $320,000 | |
| MARION UNIVERSITY | ||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | N/A | PC | INNOVATION THROUGH ENGINEERING! SUMMER CAMP 2022 | $15,000 | |
| MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONS | ||||||||
| AVAILABLE UPON REQUEST DUE TO EFILE | INDIANAPOLIS | IN | 46240 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $6,210,205 | LIMITATIONS |
| METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC | ||||||||
| 1630 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | EQUITY-FOCUSED NEWSROOM 2021 - 2023 | $150,000 | |
| MINORITY ENGINEERING PROGRAM OF INDIANA | ||||||||
| 6510 TELECOM DRIVE SUITE 200 | INDIANAPOLIS | IN | 46278 | N/A | PC | MEPI GENERAL OPERATING SUPPORT 2022 | $25,000 | |
| PACERS FOUNDATION INC | ||||||||
| 125 S PENNSYLVANIA ST | INDIANAPOLIS | IN | 462043610 | N/A | PC | NBA MATH HOOPS 2022-2025 | $204,750 | |
| PHALEN LEADERSHIP ACADEMICS | ||||||||
| 1001 MARINA DRIVE SUITE 410 | QUINCY | MA | 02171 | N/A | PC | SUPPORTING INDIANA ADULT LEARNERS | $375,000 | |
| PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC | ||||||||
| 1220 19TH ST NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | UKRAINE HUMANITARIAN RELIEF MATCHING GIFTS | $28,615 | |
| PURDUE FOR LIFE FOUNDATION | ||||||||
| DICK AND SAND DAUCH ALUMNI CENTER | LAFAYETTE | IN | 479072007 | N/A | PC | PURDUE FOR LIFE FOUNDATION FUND (GENERAL OPERATING SUPPORT) | $10,000 | 403 WEST WOOD STREET |
| SPECIAL OLYMPICS INDIANA | ||||||||
| 6650 TECHNOLOGY CENTER DR SUITE 105 | INDIANAPOLIS | IN | 46278 | N/A | PC | SPECIAL OLYMPICS VOLUNTEER PROGRAMS 2022 | $25,000 | |
| STARFISH INC | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | GENERAL OPERATIONAL SUPPORT 2022 | $25,000 | 101 |
| TEACH FOR AMERICA - INDIANAPOLIS | ||||||||
| PO BOX 36735 | INDIANAPOLIS | IN | 46236 | N/A | PC | RECRUITING AND GROWING INDIANA EDUCATION AND CIVIC SYSTEM LEADERS WITH A FOCUS ON BIPOC STEM TEACHERS | $100,000 | |
| TEACHERS TREASURES INC | ||||||||
| 1800 E 10TH STREET | INDIANAPOLIS | IN | 46201 | N/A | PC | TEACHERS' TREASURES STEM DAY 2023 | $25,000 | |
| TECHPOINT FOUNDATION INC | ||||||||
| 5255 WINTHROP AVE STE 4 | INDIANAPOLIS | IN | 46220 | N/A | PC | BUILDING DIVERSITY AND DIGITAL LITERACY IN INDIANA STEM EDUCATION 2022 | $75,000 | |
| THE MIND TRUST INC | ||||||||
| 1630 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46202 | N/A | SO I | ADVANCING EDUCATIONAL EQUITY | $300,000 | 450 |
| THE STEM CONNECTION | ||||||||
| 8407 MOORE RD | INDIANAPOLIS | IN | 46278 | N/A | PC | INCREASING OPPORTUNITIES AND EQUITY IN YOUTH STEM EDUCATION 2022 - 2023 | $25,000 | |
| TIMMY GLOBAL HEALTH INC | ||||||||
| 407 W SMITH VALLEY RD 933 | GREENWOOD | IN | 46142 | N/A | PC | HEALTH EQUITY HAITIAN MIGRANT WORKERS PROGRAM | $125,000 | |
| TRUSTEES OF INDIANA UNIVERSITY | ||||||||
| 509 E 3RD STREET | BLOOMINGTON | IN | 47401 | N/A | PC | UNMASKED: ANTI-LYNCHING ART AND PUBLIC COMMUNITY REMEMBRANCE IN INDIANA | $50,000 | |
| UNITED FUND OF PUERTO RICO | ||||||||
| PO BOX 191914 | SAN JUAN | PR | 009191914 | N/A | PC | DISASTER RELIEF 2022 AND GRANT MONEY FROM 2021 CAMPAIGN | $197,608 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 3737 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | UNCF INDIANA GENERAL OPERATING SUPPORT 2022 | $25,000 | 507 |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | GRANT IS FOR THE AREA OF GREATEST IMPACT FUND AND REPRESENTS 2021 SPECIAL CAMPAIGN EVENTS | $15,980 | 300 |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCHING GIFT TO EMPLOYEE/RETIREE DONATIONS MADE DURING THE UNITED WAY CAMPAIGN. | $3,172,014 | 300 |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCHING GIFT TO EMPLOYEE/RETIREE DONATIONS MADE DURING THE UNITED WAY CAMPAIGN. | $3,172,014 | 300 |
| UNITED WAY OF FLORIDA | ||||||||
| 307 E 7TH AVENUE | TALLAHASSEE | FL | 32303 | N/A | PC | DISASTER RELIEF - 2022 | $25,000 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | ||||||||
| 1800 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | N/A | PC | GRANT MONEY RAISED AND MATCH OF LILLY EMPLOYEE DONATIONS | $26,207 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 SECOND AVE | SEATTLE | WA | 98104 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $7,133 | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | ||||||||
| 50 SLEEPER STREET | BOSTON | MA | 02210 | N/A | PC | GRANT MONEY RAISED AND MATCH OF LILLY EMPLOYEE DONATIONS | $9,322 | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 205 E 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GRANT MONEY RASIED AND MATCH OF LILLY EMPLOYEE DONATIONS | $7,330 | |
| UNITED WAY OF NORTHERN CALIFORNIA | ||||||||
| 3300 CHURN CREEK | REDDING | CA | 96003 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $5,266 | |
| UNITED WAY OF NORTHERN NEW JERSEY | ||||||||
| 222 RIDGEDALE AVENUE 301 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $21,755 | |
| UNITED WAY OF SAN DIEGO COUNTY | ||||||||
| 4699 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $99,883 | |
| UNITED WAY OF SOUTHERN KENTUCKY | ||||||||
| PO BOX 3330 | BOWLING GREEN | KY | 42102 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $5,266 | |
| UNITED WAY OF SOUTHERN TIER | ||||||||
| 300 CIVIC CENTER PLAZA SUITE 220 | CORNING | NY | 14830 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $5,266 | |
| UNITED WAY OF ST CHARLES | ||||||||
| 13207 RIVER RD | LULING | LA | 70070 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $5,266 | |
| UNITED WAY OF THE GREATER TRIANGLE | ||||||||
| PO BOX 110583 | DURHAM | NC | 27709 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $14,290 | |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | ||||||||
| 1577 SPRING HILL ROAD SUITE 420 | VIENNA | VA | 22182 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $150 | |
| UNITED WAY WORLDWIDE | ||||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 223142058 | N/A | PC | DISASTER RELIEF - 2022 | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,461,756 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF INDIANAPOLIS INC | ||||||||
| 3870 N POST RD | INDIANAPOLIS | IN | 46226 | N/A | PC | BGCI OUTREACH PROGRAMS | $150,000 | |
| CENTER FOR LEADERSHIP DEVELOPMENT INC | ||||||||
| 2425 DOCTOR MLK JR ST | INDIANAPOLIS | IN | 46208 | N/A | PC | STRENGTHENING COMMUNITIES THROUGH EDUCATION, EQUITY AND STEM | $750,000 | |
| CENTRAL INDIANA CORPORATE PARTNERSHIP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD SUITE 5000 | INDIANAPOLIS | IN | 46202 | N/A | SO I | ASCEND INDIANA/BUSINESS EQUITY FOR INDY | $933,333 | |
| CENTRAL INDIANA CORPORATE PARTNERSHIP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD SUITE 5000 | INDIANAPOLIS | IN | 46202 | N/A | SO I | ASCEND INDIANA/BEI DATA ANALYTICS | $250,000 | |
| CHALKBEAT INC | ||||||||
| 525 S MERIDIAN ST SUITE 1E9 | INDIANAPOLIS | IN | 46225 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | ||||||||
| 3000 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC | $1,200,000 | |
| ECLECTIC SOUL VOICES CORPORATION | ||||||||
| 1415 SHELBY STREET | INDIANAPOLIS | IN | 46203 | N/A | PC | POWER AND PROMISE PROGRAM | $266,667 | |
| GIRL SCOUTS OF CENTRAL INDIANA INC | ||||||||
| 7201 GIRL SCOUT LN | INDIANAPOLIS | IN | 46214 | N/A | PC | STEM EXPERIENCE CENTER - PHASE TWO | $125,000 | |
| GREATER INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 111 MONUMENT CIR STE 1950 | INDIANAPOLIS | IN | 46204 | N/A | SO I | RACIAL EQUITY INITIATIVES 2021-2023 | $300,000 | |
| GREATER INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION INC | ||||||||
| 111 MONUMENT CIR STE 1950 | INDIANAPOLIS | IN | 46204 | N/A | SO I | INITIATIVES TO ENHANCE INDIANAPOLIS AND CENTRAL INDIANA REGION | $600,000 | |
| INDIANA STATE SYMPHONY SOCIETY INC | ||||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | N/A | PC | BUILDING DIVERSE AUDIENCES 2021-2024 | $300,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | AMPATH MODEL REPLICATION IN GHANA | $85,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | INDIANA UNIVERSITY - AMPATH CONSORTIUM SECRETARIAT | $130,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | ACCELERATING EQUITABLE ACCESS TO STEM EDUCATION AND EXPERIENCES | $1,419,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | EXPANDING IPS FOUNDATION CAPACITY TO FURTHER EQUITY OF OPPORTUNITY 2021 - 2022 | $170,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| 2820 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PC | BROTHER 2 BROTHER PROGRAM AT IVY TECH INDIANAPOLIS | $520,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA | ||||||||
| 7435 N KEYSTONE AVE B | INDIANAPOLIS | IN | 46240 | N/A | PC | ELEMENTS OF STEM AND JA BIZTOWN PROGRAM SUPPORT 2022 - 2023 | $95,000 | |
| MATCHING GIFTS PAYABLE - ADDITIONAL DETAILS REGARDING ORGANIZATIONS | ||||||||
| AVAILABLE UPON REQUEST DUE TO EFILE | INDIANAPOLIS | IN | 46240 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $1,412,242 | LIMITATIONS |
| METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC | ||||||||
| 1631 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | EQUITY-FOCUSED NEWSROOM 2021 - 2023 | $150,000 | |
| PACERS FOUNDATION INC | ||||||||
| 125 S PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | NBA MATH HOOPS 2022-2025 | $651,850 | |
| PHALEN LEADERSHIP ACADEMY-INDIANA INC | ||||||||
| 2323 N ILLINOIS ST | INDIANAPOLIS | IN | 46208 | N/A | PC | SUPPORTING INDIANA ADULT LEARNERS | $375,000 | |
| TEACH FOR AMERICA - INDIANAPOLIS | ||||||||
| PO BOX 36735 | INDIANAPOLIS | IN | 46236 | N/A | PC | RECRUITING AND GROWING INDIANA EDUCATION AND CIVIC SYSTEM LEADERS WITH A FOCUS ON BIPOC STEM TEACHERS | $900,000 | |
| THE MIND TRUST INC | ||||||||
| 1630 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46202 | N/A | SO I | ADVANCING EDUCATIONAL EQUITY | $600,000 | 450 |
| THE STEM CONNECTION | ||||||||
| 8407 MOORE RD | INDIANAPOLIS | IN | 46278 | N/A | PC | INCREASING OPPORTUNITIES AND EQUITY IN YOUTH STEM EDUCATION 2022 - 2023 | $25,000 | |
| THE TRANS SOLUTIONS RESEARCH AND RESOURCE CENTER | ||||||||
| 104E E 38TH ST | INDIANAPOLIS | IN | 46205 | N/A | PC | DAMIEN CENTER INC | $120,000 | |
| UNITED WAY GIFTS PAYABLE | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCH OF LILLY EMPLOYEE DONATIONS | $7,440,360 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $19,068,452 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,965 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,004,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$879,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$879,300 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELI LILLY AND COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LILLY CORPORATE CENTER | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46285 | 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 AND GRANTS MANAGEMENT | CategoryTxt |
| Amt | $105,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,688 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | LINE 1A(3) IS ANSWERED YES BECAUSE ELI LILLY AND COMPANY (COMPANY) IS A SUBSTANTIAL CONTRIBUTOR TO THE ELI LILLY AND COMPANY FOUNDATION (FOUNDATION), AND THEREFORE CONSIDERED A DISQUALIFIED PERSON. LINE 1B IS ANSWERED "NO" BECAUSE THE SERVICES AND FACILITIES FURNISHED BY THE COMPANY TO THE FOUNDATION ARE PROVIDED WITHOUT CHARGE AND USED EXCLUSIVELY FOR SECTION 501(C)(3) PURPOSES, ONE OF THE EXCEPTIONS TO SELF-DEALING DESCRIBED IN REGULATIONS SECTION 53.4341(D)-3. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORE ACTIVE BOND FUND B | BondNm |
| EOY Book Value | $1,318,073 | EOYBookValueAmt |
| EOYFMV | $1,305,764 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INDEX FUND B | $1,060,673 | $1,017,684 |
| RUSSELL 2000 INDEX FUND B | $262,720 | $256,632 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,125 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING ADJUSTMENT | Desc |
| Amt | $442 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH EXPENSES | $12,217 | $12,217 | $0 |
| OTHER GRANT MANAGEMENT EXPENSES | $1,500 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTS MANAGEMENT FEES | $200,047 | $0 | $200,047 |
| INVESTMENT FEES | $3,359 | $3,359 | $0 |
| BANK FEES | $7,919 | $7,919 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID (FROM PASSTHROUGH) | CategoryTxt |
| Amt | $169 | Amt |
| Net Investment Income | $169 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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