ELI LILLY AND COMPANY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ELI LILLY AND COMPANY FOUNDATION (EIN 35-6202479)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349100876
- Schema version
- 2020v4.1
- 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 Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T09:04:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | TIFFANY BENJAMIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3172762000 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIFFANY | PersonFirstNm |
| Person Last | BENJAMIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,785,934 | 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 | $154,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154,346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,868,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,216,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,868,786 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $82,542 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $78,512 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,214,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,210,160 | 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 | $4,547 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,909 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,493,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,493,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,757,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,493,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$543,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,186,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $714,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $468,252 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $468,252 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,121,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,664,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,204,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,892,556 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,053,223 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,113,313 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $15,729,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,186,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,785,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,729,261 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,186,015 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,729,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,186,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,729,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,186,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,729,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$543,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,186,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,186,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CORE ACTIVE | P | $13,067,441 | $12,884,521 | $182,920 | $182,920 |
| EQUITY INDEX | P | $11,555,427 | $10,500,688 | $1,054,739 | $1,054,739 |
| RUSSELL 2000 INDEX | P | $3,040,931 | $2,962,540 | $78,391 | $78,391 |
| PASSTHROUGH GAINS AND LOSSES (ST) | P | $112,783 | $112,783 | $112,783 | |
| PASSTHROUGH GAINS AND LOSSES (LT) | P | $439,953 | $439,953 | $439,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,868,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143,887 | 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 | $143,887 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $113,498 | OverpaymentAmt |
| Applied To ES Tax | $113,498 | 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 | HTTPS://WWW.LILLY.COM/IMPACT/LILLY-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | TIFFANY BENJAMIN | 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 (18 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 |
| TIFFANY BENJAMIN | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CRYSTAL WILLIAMS | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AARTI SHAH | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALFONSO ZULETA | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANAT HAKIM | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER- PARTIAL YEAR | 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 |
| ILYA YUFFA | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | TREASURER- PARTIAL YEAR | 1.00 | $0 | $0 | $0 |
| JOHNA NORTON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOSHUA SMILEY | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | TREASURER- PARTIAL YEAR | 1.00 | $0 | $0 | $0 |
| LEIGH ANN PUSEY | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MELISSA STAPLETON BARNES | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER- PARTIAL YEAR | 1.00 | $0 | $0 | $0 |
| MICHAEL B MASON | ||||||||
| PO BOX 80007 | INDIANAPOLIS | IN | 46280 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MYLES O'NEILL | ||||||||
| 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 Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | |||||
| 800 E 96TH STREET SUITE 500 | INDIANAPOLIS | IN | 46240 | ACCOUNTING AND GRANTS MANAGEMENT | $97,500 |
| GLOBAL GIVING FOUNDATION | |||||
| 1110 VERMONT AVE SUITE 550 | WASHINGTON | DC | 20005 | ADMINISTRATION OF MATCHING GIFTS | $79,030 |
| CYBERGRANTS | |||||
| 300 BRICKSTONE SQUARE SUITE 601 | ANDOVER | MA | 01810 | ADMINISTRATION OF MATCHING GIFTS | $59,354 |
| 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 | $12,216,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,177,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,394,486 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,394,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,178,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $708,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $708,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,389 | TotalTaxAmt |
| Distributable Before Adj | $678,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $678,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $678,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,493,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,493,096 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,493,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $678,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,461,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,386,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,227,664 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,968,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,033,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,077,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,493,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $678,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,814,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,891,798 | 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 | $28,461,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,430,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,386,263 | ExcessFromYear4Amt |
| Excess From Year3 | $26,227,664 | ExcessFromYear3Amt |
| Excess From Year2 | $23,968,598 | ExcessFromYear2Amt |
| Excess From Year1 | $23,033,642 | ExcessFromYear1Amt |
| Excess From Current Year | $26,814,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONS | ||||||||
| AVAILABLE UPON REQUEST DUE TO EFILE | LIMITATIONS | INDIANAPOLIS | IN | 46240 | N/A | PC | MATCH OF EMPLOYEE DONATIONS | $7,092,675 |
| INDIANAPOLIS URBAN LEAGUE | ||||||||
| 777 INDIANA AVENUE | INDIANAPOLIS | IN | 46202 | N/A | PC | ENTREPRENEURSHIP CENTER | $250,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM | $591,535 | |
| TECHPOINT FOUNDATION FOR YOUTH | ||||||||
| 5255 WINTHROP AVE 4 | INDIANAPOLIS | IN | 46220 | N/A | PC | STEM PARTNERS AND STATE ROBOTICS INIATIVE | $30,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | N/A | PC | VOLUNTEER PROGRAMS 2020 | $13,310 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | 300 | INDIANAPOLIS | IN | 46208 | N/A | PC | UNITED WAY CORPORATE MATCH (MATCHING OF DONATIONS BY LOCAL BUSINESSES) | $964,144 |
| MINORITY ENGINEERING PROGRAM OF INDIANA | ||||||||
| 8909 PURDUE RD SUITE 130 | INDIANAPOLIS | IN | 46268 | N/A | PC | MEPI GENERAL OPERATING SUPPORT 2020 | $10,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | AMPATH MODEL REPLICATION IN GHANA | $150,000 | |
| INDIANAPOLIS CULTURAL TRAIL INC | ||||||||
| 132 W WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | INDIANAPOLIS CULTURAL TRAIL 2.0: EXPANSION ALONG SOUTH ST. AND INDIANA AVE/10TH ST. | $333,333 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46226 | N/A | PC | IPS MIDDLE SCHOOL PROJECT LEAD THE WAY | $48,128 | |
| DURHAM PUBLIC SCHOOLS FOUNDATION | ||||||||
| 411 W CHAPEL HILL ST SUITE C2 | DURHAM | NC | 27701 | N/A | PC | DURHAM PUBLIC SCHOOL FOUNDATION DIGITAL EQUITY CAMPAIGN | $10,000 | |
| INDY CHAMPIONSHIPS LEGACY INC | ||||||||
| 201 S CAPITOL AVE STE 1200 | INDIANAPOLIS | IN | 46225 | N/A | SO I | COMMUNITY EDUCATION AND SPORTS INITIATIVE | $250,000 | |
| AMERICAN RED CROSS | ||||||||
| 1510 N MERIDIAN | INDIANAPOLIS | IN | 46202 | N/A | PC | VOLUNTEER PROGRAMS 2020 | $7,800 | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC | ||||||||
| 8395 KEYSTONE CROSSING SUITE 102 | INDIANAPOLIS | IN | 46240 | N/A | PC | JOBSPARK 2020 (GENERAL OPERATING SUPPORT) | $30,000 | |
| STARFISH INC | ||||||||
| 6958 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | N/A | PC | COACHING HIGH POTENTIAL, LOW INCOME LGDTQ AND IMMIGRANT TEENS TO COLLEGE AND CAREER SUCCESS | $15,000 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 3737 N MERIDIAN STREET SUITE 507 | INDIANAPOLIS | IN | 46201 | N/A | PC | GENERAL OPERATING SUPPORT 2020 | $10,000 | |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46226 | N/A | PC | VOLUNTEER PROGRAMS 2020 | $27,000 | |
| INDIANA SPECIAL OLYMPICS INC | ||||||||
| 6200 TECHNOLOGY CENTER DR SUITE 105 | INDIANAPOLLS | IN | 46278 | N/A | PC | VOLUNTEER PROGRAMS 2020 | $10,000 | |
| CHALKBEAT | ||||||||
| 1288 CONEY ISLAND AVENUE 300434 | BROOKLYN | NY | 11230 | N/A | PC | CHALKBEAT INDIANA 2020 | $25,000 | |
| CENTRAL INDIANA COMMUNITY FOUNDATION | ||||||||
| 615 N ALABAMA STREET SUITE 300 | INDIANAPOLIS | IN | 46204 | N/A | PC | CENTRAL INDIANA RACIAL EQUITY FUND | $500,000 | |
| THE MIND TRUST INC | ||||||||
| 1630 N MERIDIAN ST SUITE 450 | INDIANAPOLIS | IN | 46202 | N/A | PC | INDIANAPOLIS E-LEARNING LAB | $250,000 | |
| THE STEM CONNECTION | ||||||||
| 8407 MOORE RD | INDIANAPOLIS | IN | 46278 | N/A | PC | SUMMER PROGRAMMING 2020 | $12,500 | |
| CECP | ||||||||
| 1385 HWY 35 250 | MIDDLETON | NJ | 07748 | N/A | PC | CECP GENERAL OPERATING SUPPORT 2020 | $15,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER INDIANAPOLIS | ||||||||
| 615 N ALABAMA STREET SUITE 200 | INDIANAPOLIS | IN | 462041432 | N/A | PC | NORTH OF SOUTH YMCA - ADDITIONAL FUNDING | $312,500 | |
| INDIANA BIOSCIENCES RESEARCH INSTITUTE INC | ||||||||
| 1345 W 16TH STREET SUITE 300 | INDIANAPOLIS | IN | 462022111 | N/A | PC | IBRI OPERATING ENDOWMENT | $5,000,000 | |
| TECHPOINT FOUNDATION INC | ||||||||
| DEVELOPERTOWN 5255 WINTROP AVE | SUITE 4 | INDIANAPOLIS | IN | 46220 | N/A | PC | THE CITY OF INDPLS. VEX ROBOTICS CHAMPIONSHIP 2020 | $25,000 |
| CENTER FOR LEADERSHIP DEVELOPMENT INC | ||||||||
| 2425 DR MARTIN LUTHER KING JR | STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | OPERATING SUPPORT 2019-2021 | $100,000 |
| TEACH FOR AMERICA - INDIANAPOLIS | ||||||||
| PO BOX 36735 | INDIANAPOLIS | IN | 46236 | N/A | PC | TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM | $250,000 | |
| CROSSROADS OF AMERICA COUNCIL BSA FOUNDATION INC | ||||||||
| 7125 FALL CREEK ROAD NORTH | INDIANAPOLIS | IN | 46256 | N/A | PC | STEM SCOUTS 2020-2021 | $50,000 | |
| INDIANAPOLIS DOWNTOWN INC | ||||||||
| 111 MONUMENT CIRCLE SUITE 250 | INDIANAPOLIS | IN | 46204 | N/A | PC | KEEPING DOWNTOWN INDY CLEAN, SAFE, AND BEAUTIFUL | $50,000 | |
| GREATER INDIANAPOLIS PROGRESS COMMITTEE INC | ||||||||
| 200 E WASHINGTON ST SUITE 1901 | INDIANAPOLIS | IN | 26204 | N/A | PC | INDIANAPOLIS E-LEARNING FUND | $100,000 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | 300 | INDIANAPOLIS | IN | 46208 | N/A | PC | COVID-19 COMMUNITY ECONOMIC RELIEF FUND (CERF) | $500,000 |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM | $1,469,631 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| SHOWALTER HOUSE 1500 N STATE ROAD | 46 BYPASS | BLOOMINGTON | IN | 47408 | N/A | PC | SCHOOL OF GLOBAL AND INTERNATIONAL STUDIES | $10,000 |
| INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| 120 E WALNUT ST | INDIANAPOLIS | IN | 46226 | N/A | PC | HIGH SCHOOL CAREER ACADEMIES | $100,000 | |
| PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC | ||||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | N/A | PC | DISASTER RELIEF 2020 - CHINA | $150,000 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | N/A | PC | LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 | $100,000 | |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | DISASTER RELIEF 2020 - CHINA | $100,000 | |
| UNITED FUND OF PUERTO RICO | ||||||||
| PO BOX 191914 | SAN JUAN | PR | 009191914 | N/A | PC | DISASTER RELIEF 2020 - PUERTO RICO | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 1510 N MERIDIAN | INDIANAPOLIS | IN | 46202 | N/A | PC | DISASTER RELIEF 2020 - AUSTRALIA | $100,000 | |
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | ||||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | THE CENTER FOR FAMILY LEARNING AND STEM | $300,000 | |
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | ||||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC | $600,000 | |
| FINANCIAL EXECUTIVES RESEARCH FOUNDATION | ||||||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | 7TH FLOOR | MORRISTOWN | NJ | 07960 | N/A | PC | FERF GENERAL OPERATING SUPPORT 2020 | $7,000 |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 474053001 | N/A | PC | INDIANA UNIVERSITY - AMPATH CONSORTIUM SECRETARIAT | $130,000 | |
| THE MIND TRUST INC | ||||||||
| 1630 N MERIDIAN ST SUITE 450 | INDIANAPOLIS | IN | 46202 | N/A | PC | HIGH QUALITY SCHOOLS PLAN (GROW GREAT SCHOOLS CAMPAIGN) | $350,000 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | 300 | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $6,604,528 |
| UNITED FUND OF PUERTO RICO | ||||||||
| PO BOX 191914 | SAN JUAN | PR | 009191914 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $117,210 | |
| UNITED WAY EMERALD COAST INC | ||||||||
| 112 TUPELO AVENUE SE | FT WALTON BEACH | FL | 32548 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | 300 | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $9,614 |
| UNITED WAY OF COASTAL CAROLINA | ||||||||
| 601 BROAD STREET | NEW BERN | NC | 28563 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | ||||||||
| 1800 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $27,155 | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $10,714 | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 205 E 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,019 | |
| UNITED WAY OF NORTHERN CALIFORNIA | ||||||||
| 2280 BENTON DRIVE BLDG B | REDDING | CA | 96003 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF NORTHERN NEW JERSEY | ||||||||
| 222 RIDGEDALE AVENUE 301 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $20,196 | |
| UNITED WAY OF NORTHERN NEW JERSEY | ||||||||
| 222 RIDGEDALE AVENUE 301 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $6,000 | |
| UNITED WAY OF NORTHWEST FLORIDA | ||||||||
| PO BOX 586 | PANAMA CITY | FL | 32402 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF SAN DIEGO COUNTY | ||||||||
| 4699 MURPHY CANYON ROAD | SAN DIEGO | CA | 98123 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $106,562 | |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | ||||||||
| 1577 SPRING HILL ROAD SUITE 420 | VIENNA | VA | 22182 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $6,010 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,493,096 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED | ||||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PC | GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC | $2,400,000 | |
| INDIANAPOLIS CULTURAL TRAIL INC | ||||||||
| 132 W WALNUT STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | INDIANAPOLIS CULTURAL TRAIL 2.0: EXPANSION ALONG SOUTH ST. AND INDIANA AVE/10TH ST. | $333,333 | |
| CENTER FOR LEADERSHIP DEVELOPMENT INC | ||||||||
| 2425 DOCTOR MLK JR ST | INDIANAPOLIS | IN | 46208 | N/A | PC | OPERATING SUPPORT 2019-2021 | $100,000 | |
| INDY CHAMPIONSHIPS LEGACY INC | ||||||||
| 115 W WASHINGTON STREET SUITE 1400 | INDIANAPOLIS | IN | 46204 | N/A | SO I | COMMUNITY EDUCATION AND SPORTS INITIATIVE | $500,000 | |
| THE MIND TRUST INC | ||||||||
| 1630 N MERIDIAN ST SUITE 450 | INDIANAPOLIS | IN | 46202 | N/A | PC | HIGH QUALITY SCHOOLS PLAN (GROW GREAT SCHOOLS CAMPAIGN) | $300,000 | |
| TRUSTEES OF PURDUE UNIVERSITY | ||||||||
| HOVDE HALL ROOM 247 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | N/A | PC | LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 | $100,000 | WEST |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROAD 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM | $250,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 47405 | N/A | PC | AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM | $557,946 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 47405 | N/A | PC | INDIANA UNIVERSITY - AMPATH CONSORTIUM | $400,000 | |
| GREATER TWIN CITIES UNITED WAY | ||||||||
| 404 S 8TH STREET | MINNEAPOLIS | MN | 55404 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED FUND OF PUERTO RICO | ||||||||
| PO BOX 191914 | SAN JUAN | PR | 009191914 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $109,768 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $367 | 300 |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $3,550,937 | 300 |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | ||||||||
| 1800 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $25,358 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 SECOND AVE | SEATTLE | WA | 98104 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $22,617 | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 205 E 42ND STREET 12TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $8,367 | |
| UNITED WAY OF NORTHERN NEW JERSEY | ||||||||
| 222 RIDGEDALE AVENUE 301 | CEDAR KNOLLS | NJ | 07927 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $17,030 | |
| UNITED WAY OF SAN DIEGO COUNTY | ||||||||
| 4699 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $113,566 | |
| UNITED WAY OF SAN DIEGO COUNTY | ||||||||
| 4699 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF SOUTHWEST LOUISIANA | ||||||||
| 815 RYAN STREET | LAKE CHARLES | LA | 70601 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $7,133 | |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | ||||||||
| 1577 SPRING HILL ROAD SUITE 420 | VIENNA | VA | 22182 | N/A | PC | MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN | $2,837 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET SUITE | INDIANAPOLIS | IN | 46208 | N/A | PC | UNITED WAY CORPORATE MATCH (MATCHING OF DONATIONS BY LOCAL BUSINESSES) | $3,550,937 | 300 |
| MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONS | ||||||||
| AVAILABLE UPON REQUEST DUE TO EFILE | INDIANAPOLIS | IN | 46208 | N/A | PC | MATCHING OF EMPLOYEE DONATIONS | $1,364,372 | LIMITATIONS |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS ROOM 501 | BLOOMINGTON | IN | 47405 | N/A | PC | AMPATH MODEL REPLICATION IN GHANA | $300,000 | |
| UNITED WAY WORLDWIDE | ||||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | N/A | PC | CHINA NATIONAL CENTER FOR CHRONIC DISEASE CONTROL | $367,514 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,403,481 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,516 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,868,786 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STOP PAY AND VOIDS | 01 | $500 |
| MISCELLANEOUS INCOME | 01 | $3,530 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,214,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,214,190 | 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 FEES | CategoryTxt |
| Amt | $97,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-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 | $8,053,223 | EOYBookValueAmt |
| EOYFMV | $8,113,313 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INDEX FUND B | $5,471,412 | $6,566,859 |
| RUSSELL 2000 INDEX FUND B | $1,193,128 | $1,637,510 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,547 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CORE ACTIVE BOND FUND B | $68,248 | $68,248 | $68,248 |
| EQUITY INDEX FUND B | $4,207 | $4,207 | $4,207 |
| RUSSELL 2000 INDEX FUND B | $6,057 | $6,057 | $6,057 |
| STOP PAY AND VOIDS | $500 | $500 | |
| MISCELLANEOUS INCOME | $3,530 | $3,530 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTS MANAGEMENT FEES | $138,384 | $0 | $0 |
| INVESTMENT FEES | $23,909 | $23,909 | $0 |
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