Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ELI LILLY AND COMPANY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 80007
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46280
A Employer identification number

35-6202479
B Telephone number (see instructions)

(317) 276-2000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,785,934J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 25,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 154,346 154,346  
4 Dividends and interest from securities... 108,516 108,516  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,868,786
b Gross sales price for all assets on line 6a 28,216,535
7 Capital gain net income (from Part IV, line 2)... 1,868,786
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 82,542 78,512  
12 Total. Add lines 1 through 11........ 27,214,190 2,210,160  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 4,547 0   0
b Accounting fees (attach schedule)....... Click to see attachment 97,500 0   0
c Other professional fees (attach schedule).... Click to see attachment 162,293 23,909   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 264,340 23,909   0
25 Contributions, gifts, grants paid....... 27,493,096 27,493,096
26 Total expenses and disbursements. Add lines 24 and 25 27,757,436 23,909   27,493,096
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -543,246
b Net investment income (if negative, enter -0-) 2,186,251
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 714,998 468,252 468,252
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,121,707 Click to see attachment6,664,540 8,204,369
c Investments—corporate bonds (attach schedule)....... 7,892,556 Click to see attachment8,053,223 8,113,313
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,729,261 15,186,015 16,785,934
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 15,729,261 15,186,015
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,729,261 15,186,015
30 Total liabilities and net assets/fund balances (see instructions). 15,729,261 15,186,015
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,729,261
2
Enter amount from Part I, line 27a .....................
2
-543,246
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,186,015
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,186,015
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CORE ACTIVE P    
b EQUITY INDEX P    
c RUSSELL 2000 INDEX P    
d PASSTHROUGH GAINS AND LOSSES (ST) P    
e PASSTHROUGH GAINS AND LOSSES (LT) P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,067,441   12,884,521 182,920
b 11,555,427   10,500,688 1,054,739
c 3,040,931   2,962,540 78,391
d 112,783     112,783
e 439,953     439,953
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       182,920
b       1,054,739
c       78,391
d       112,783
e       439,953
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,868,786
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 30,389
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 30,389
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,389
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 143,887
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 143,887
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 113,498
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet113,498 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://WWW.LILLY.COM/IMPACT/LILLY-FOUNDATION
    14
    The books are in care ofbulletTIFFANY BENJAMIN Telephone no.bullet (317) 276-2000

    Located atbulletLILLY CORP CTR DROP CODE 1627INDIANAPOLISIN ZIP+4bullet46285
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID RICKS BOARD CHAIR
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    TIFFANY BENJAMIN PRESIDENT
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    CRYSTAL WILLIAMS SECRETARY
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    AARTI SHAH BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    ALFONSO ZULETA BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    ANAT HAKIM BOARD MEMBER- PARTIAL YEAR
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    ANNE WHITE BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    DANIEL SKOVRONSKY BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    ILYA YUFFA TREASURER- PARTIAL YEAR
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    JOHNA NORTON BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    JOSHUA SMILEY TREASURER- PARTIAL YEAR
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    LEIGH ANN PUSEY BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    MELISSA STAPLETON BARNES BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    MICHAEL HARRINGTON BOARD MEMBER- PARTIAL YEAR
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    MICHAEL B MASON BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    MYLES O'NEILL BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    PATRIK JONSSON BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    STEPHEN FRY BOARD MEMBER
    1.00     		0 0 0
    PO BOX 80007
    INDIANAPOLIS,IN46280
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    KATZ SAPPER & MILLER ACCOUNTING AND GRANTS MANAGEMENT 97,500
    800 E 96TH STREET SUITE 500
    INDIANAPOLIS,IN46240
    GLOBAL GIVING FOUNDATION ADMINISTRATION OF MATCHING GIFTS 79,030
    1110 VERMONT AVE SUITE 550
    WASHINGTON,DC20005
    CYBERGRANTS ADMINISTRATION OF MATCHING GIFTS 59,354
    300 BRICKSTONE SQUARE SUITE 601
    ANDOVER,MA01810
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,216,530
    b
    Average of monthly cash balances.......................
    1b
    2,177,956
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,394,486
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,394,486
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    215,917
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,178,569
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    708,928
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    708,928
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    30,389
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,389
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    678,539
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    678,539
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    678,539
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    27,493,096
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    27,493,096
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    27,493,096
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 678,539
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 28,461,074
    b From 2016...... 23,386,263
    c From 2017...... 26,227,664
    d From 2018...... 23,968,598
    e From 2019...... 23,033,642
    fTotal of lines 3a through e........ 125,077,241
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 27,493,096
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 678,539
    e Remaining amount distributed out of corpus 26,814,557
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 151,891,798
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		28,461,074
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		123,430,724
    10 Analysis of line 9:
    a Excess from 2016.... 23,386,263
    b Excess from 2017.... 26,227,664
    c Excess from 2018.... 23,968,598
    d Excess from 2019.... 23,033,642
    e Excess from 2020.... 26,814,557
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONS
    AVAILABLE UPON REQUEST DUE TO EFILE
    LIMITATIONS
    INDIANAPOLIS,IN46240     		N/A PC MATCH OF EMPLOYEE DONATIONS 7,092,675
    INDIANAPOLIS URBAN LEAGUE
    777 INDIANA AVENUE
    INDIANAPOLIS,IN46202     		N/A PC ENTREPRENEURSHIP CENTER 250,000
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 591,535
    TECHPOINT FOUNDATION FOR YOUTH
    5255 WINTHROP AVE 4
    INDIANAPOLIS,IN46220     		N/A PC STEM PARTNERS AND STATE ROBOTICS INIATIVE 30,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
    23564 CALABASAS ROAD SUITE 201
    CALABASAS,CA91302     		N/A PC VOLUNTEER PROGRAMS 2020 13,310
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		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,IN46268     		N/A PC MEPI GENERAL OPERATING SUPPORT 2020 10,000
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH MODEL REPLICATION IN GHANA 150,000
    INDIANAPOLIS CULTURAL TRAIL INC
    132 W WALNUT STREET
    INDIANAPOLIS,IN46204     		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,IN46226     		N/A PC IPS MIDDLE SCHOOL PROJECT LEAD THE WAY 48,128
    DURHAM PUBLIC SCHOOLS FOUNDATION
    411 W CHAPEL HILL ST SUITE C2
    DURHAM,NC27701     		N/A PC DURHAM PUBLIC SCHOOL FOUNDATION DIGITAL EQUITY CAMPAIGN 10,000
    INDY CHAMPIONSHIPS LEGACY INC
    201 S CAPITOL AVE STE 1200
    INDIANAPOLIS,IN46225     		N/A SO I COMMUNITY EDUCATION AND SPORTS INITIATIVE 250,000
    AMERICAN RED CROSS
    1510 N MERIDIAN
    INDIANAPOLIS,IN46202     		N/A PC VOLUNTEER PROGRAMS 2020 7,800
    JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC
    8395 KEYSTONE CROSSING SUITE 102
    INDIANAPOLIS,IN46240     		N/A PC JOBSPARK 2020 (GENERAL OPERATING SUPPORT) 30,000
    STARFISH INC
    6958 HILLSDALE COURT
    INDIANAPOLIS,IN46250     		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,IN46201     		N/A PC GENERAL OPERATING SUPPORT 2020 10,000
    INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC
    120 E WALNUT ST
    INDIANAPOLIS,IN46226     		N/A PC VOLUNTEER PROGRAMS 2020 27,000
    INDIANA SPECIAL OLYMPICS INC
    6200 TECHNOLOGY CENTER DR SUITE 105
    INDIANAPOLLS,IN46278     		N/A PC VOLUNTEER PROGRAMS 2020 10,000
    CHALKBEAT
    1288 CONEY ISLAND AVENUE 300434
    BROOKLYN,NY11230     		N/A PC CHALKBEAT INDIANA 2020 25,000
    CENTRAL INDIANA COMMUNITY FOUNDATION
    615 N ALABAMA STREET SUITE 300
    INDIANAPOLIS,IN46204     		N/A PC CENTRAL INDIANA RACIAL EQUITY FUND 500,000
    THE MIND TRUST INC
    1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		N/A PC INDIANAPOLIS E-LEARNING LAB 250,000
    THE STEM CONNECTION
    8407 MOORE RD
    INDIANAPOLIS,IN46278     		N/A PC SUMMER PROGRAMMING 2020 12,500
    CECP
    1385 HWY 35 250
    MIDDLETON,NJ07748     		N/A PC CECP GENERAL OPERATING SUPPORT 2020 15,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER INDIANAPOLIS
    615 N ALABAMA STREET SUITE 200
    INDIANAPOLIS,IN462041432     		N/A PC NORTH OF SOUTH YMCA - ADDITIONAL FUNDING 312,500
    INDIANA BIOSCIENCES RESEARCH INSTITUTE INC
    1345 W 16TH STREET SUITE 300
    INDIANAPOLIS,IN462022111     		N/A PC IBRI OPERATING ENDOWMENT 5,000,000
    TECHPOINT FOUNDATION INC
    DEVELOPERTOWN 5255 WINTROP AVE
    SUITE 4
    INDIANAPOLIS,IN46220     		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,IN46208     		N/A PC OPERATING SUPPORT 2019-2021 100,000
    TEACH FOR AMERICA - INDIANAPOLIS
    PO BOX 36735
    INDIANAPOLIS,IN46236     		N/A PC TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM 250,000
    CROSSROADS OF AMERICA COUNCIL BSA FOUNDATION INC
    7125 FALL CREEK ROAD NORTH
    INDIANAPOLIS,IN46256     		N/A PC STEM SCOUTS 2020-2021 50,000
    INDIANAPOLIS DOWNTOWN INC
    111 MONUMENT CIRCLE SUITE 250
    INDIANAPOLIS,IN46204     		N/A PC KEEPING DOWNTOWN INDY CLEAN, SAFE, AND BEAUTIFUL 50,000
    GREATER INDIANAPOLIS PROGRESS COMMITTEE INC
    200 E WASHINGTON ST SUITE 1901
    INDIANAPOLIS,IN26204     		N/A PC INDIANAPOLIS E-LEARNING FUND 100,000
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC COVID-19 COMMUNITY ECONOMIC RELIEF FUND (CERF) 500,000
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 1,469,631
    INDIANA UNIVERSITY FOUNDATION
    SHOWALTER HOUSE 1500 N STATE ROAD
    46 BYPASS
    BLOOMINGTON,IN47408     		N/A PC SCHOOL OF GLOBAL AND INTERNATIONAL STUDIES 10,000
    INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC
    120 E WALNUT ST
    INDIANAPOLIS,IN46226     		N/A PC HIGH SCHOOL CAREER ACADEMIES 100,000
    PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC
    255 CARTER HALL LANE
    MILLWOOD,VA22646     		N/A PC DISASTER RELIEF 2020 - CHINA 150,000
    PURDUE UNIVERSITY
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907     		N/A PC LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 100,000
    DIRECT RELIEF INTERNATIONAL
    6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC DISASTER RELIEF 2020 - CHINA 100,000
    UNITED FUND OF PUERTO RICO
    PO BOX 191914
    SAN JUAN,PR009191914     		N/A PC DISASTER RELIEF 2020 - PUERTO RICO 100,000
    AMERICAN RED CROSS
    1510 N MERIDIAN
    INDIANAPOLIS,IN46202     		N/A PC DISASTER RELIEF 2020 - AUSTRALIA 100,000
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED
    3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC THE CENTER FOR FAMILY LEARNING AND STEM 300,000
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED
    3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		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,NJ07960     		N/A PC FERF GENERAL OPERATING SUPPORT 2020 7,000
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC INDIANA UNIVERSITY - AMPATH CONSORTIUM SECRETARIAT 130,000
    THE MIND TRUST INC
    1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		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,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,604,528
    UNITED FUND OF PUERTO RICO
    PO BOX 191914
    SAN JUAN,PR009191914     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 117,210
    UNITED WAY EMERALD COAST INC
    112 TUPELO AVENUE SE
    FT WALTON BEACH,FL32548     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 9,614
    UNITED WAY OF COASTAL CAROLINA
    601 BROAD STREET
    NEW BERN,NC28563     		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,PA19103     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 27,155
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
    51 SLEEPER STREET
    BOSTON,MA02210     		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,NY10017     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,019
    UNITED WAY OF NORTHERN CALIFORNIA
    2280 BENTON DRIVE BLDG B
    REDDING,CA96003     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF NORTHERN NEW JERSEY
    222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 20,196
    UNITED WAY OF NORTHERN NEW JERSEY
    222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,000
    UNITED WAY OF NORTHWEST FLORIDA
    PO BOX 586
    PANAMA CITY,FL32402     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF SAN DIEGO COUNTY
    4699 MURPHY CANYON ROAD
    SAN DIEGO,CA98123     		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,VA22182     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,010
    Total .................................bullet 3a 27,493,096
    bApproved for future payment
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED
    3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC 2,400,000
    INDIANAPOLIS CULTURAL TRAIL INC
    132 W WALNUT STREET
    INDIANAPOLIS,IN46204     		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,IN46208     		N/A PC OPERATING SUPPORT 2019-2021 100,000
    INDY CHAMPIONSHIPS LEGACY INC
    115 W WASHINGTON STREET SUITE 1400
    INDIANAPOLIS,IN46204     		N/A SO I COMMUNITY EDUCATION AND SPORTS INITIATIVE 500,000
    THE MIND TRUST INC
    1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		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
    WEST LAFAYETTE,IN47907     		N/A PC LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 100,000
    TEACH FOR AMERICA INC
    25 BROAD 12TH FLOOR
    NEW YORK,NY10004     		N/A PC TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM 250,000
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 557,946
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC INDIANA UNIVERSITY - AMPATH CONSORTIUM 400,000
    GREATER TWIN CITIES UNITED WAY
    404 S 8TH STREET
    MINNEAPOLIS,MN55404     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED FUND OF PUERTO RICO
    PO BOX 191914
    SAN JUAN,PR009191914     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 109,768
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 367
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 3,550,937
    UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
    1800 JFK BLVD SUITE 1200
    PHILADELPHIA,PA19103     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 25,358
    UNITED WAY OF KING COUNTY
    720 SECOND AVE
    SEATTLE,WA98104     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
    51 SLEEPER STREET
    BOSTON,MA02210     		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,NY10017     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 8,367
    UNITED WAY OF NORTHERN NEW JERSEY
    222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 17,030
    UNITED WAY OF SAN DIEGO COUNTY
    4699 MURPHY CANYON ROAD
    SAN DIEGO,CA92123     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 113,566
    UNITED WAY OF SAN DIEGO COUNTY
    4699 MURPHY CANYON ROAD
    SAN DIEGO,CA92123     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF SOUTHWEST LOUISIANA
    815 RYAN STREET
    LAKE CHARLES,LA70601     		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,VA22182     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 2,837
    UNITED WAY OF CENTRAL INDIANA
    2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC UNITED WAY CORPORATE MATCH (MATCHING OF DONATIONS BY LOCAL BUSINESSES) 3,550,937
    MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONS
    AVAILABLE UPON REQUEST DUE TO EFILE
    LIMITATIONS
    INDIANAPOLIS,IN46208     		N/A PC MATCHING OF EMPLOYEE DONATIONS 1,364,372
    INDIANA UNIVERSITY
    400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC AMPATH MODEL REPLICATION IN GHANA 300,000
    UNITED WAY WORLDWIDE
    701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		N/A PC CHINA NATIONAL CENTER FOR CHRONIC DISEASE CONTROL 367,514
    Total .................................bullet 3b 14,403,481
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 154,346  
    4 Dividends and interest from securities....     14 108,516  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 78,512  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,868,786  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSTOP PAY AND VOIDS     		    01 500  
    bMISCELLANEOUS INCOME     01 3,530  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,214,190 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,214,190
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONSAVAILABLE UPON REQUEST DUE TO EFILE
    LIMITATIONS
    INDIANAPOLIS,IN46240     		N/A PC MATCH OF EMPLOYEE DONATIONS 7,092,675
    INDIANAPOLIS URBAN LEAGUE777 INDIANA AVENUE
    INDIANAPOLIS,IN46202     		N/A PC ENTREPRENEURSHIP CENTER 250,000
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 591,535
    TECHPOINT FOUNDATION FOR YOUTH5255 WINTHROP AVE 4
    INDIANAPOLIS,IN46220     		N/A PC STEM PARTNERS AND STATE ROBOTICS INIATIVE 30,000
    SOCIAL AND ENVIRONMENTAL ENTREPRENEURS23564 CALABASAS ROAD SUITE 201
    CALABASAS,CA91302     		N/A PC VOLUNTEER PROGRAMS 2020 13,310
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC UNITED WAY CORPORATE MATCH (MATCHING OF DONATIONS BY LOCAL BUSINESSES) 964,144
    MINORITY ENGINEERING PROGRAM OF INDIANA8909 PURDUE RD SUITE 130
    INDIANAPOLIS,IN46268     		N/A PC MEPI GENERAL OPERATING SUPPORT 2020 10,000
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH MODEL REPLICATION IN GHANA 150,000
    INDIANAPOLIS CULTURAL TRAIL INC132 W WALNUT STREET
    INDIANAPOLIS,IN46204     		N/A PC INDIANAPOLIS CULTURAL TRAIL 2.0: EXPANSION ALONG SOUTH ST. AND INDIANA AVE/10TH ST. 333,333
    INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC120 E WALNUT ST
    INDIANAPOLIS,IN46226     		N/A PC IPS MIDDLE SCHOOL PROJECT LEAD THE WAY 48,128
    DURHAM PUBLIC SCHOOLS FOUNDATION411 W CHAPEL HILL ST SUITE C2
    DURHAM,NC27701     		N/A PC DURHAM PUBLIC SCHOOL FOUNDATION DIGITAL EQUITY CAMPAIGN 10,000
    INDY CHAMPIONSHIPS LEGACY INC201 S CAPITOL AVE STE 1200
    INDIANAPOLIS,IN46225     		N/A SO I COMMUNITY EDUCATION AND SPORTS INITIATIVE 250,000
    AMERICAN RED CROSS1510 N MERIDIAN
    INDIANAPOLIS,IN46202     		N/A PC VOLUNTEER PROGRAMS 2020 7,800
    JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC8395 KEYSTONE CROSSING SUITE 102
    INDIANAPOLIS,IN46240     		N/A PC JOBSPARK 2020 (GENERAL OPERATING SUPPORT) 30,000
    STARFISH INC6958 HILLSDALE COURT
    INDIANAPOLIS,IN46250     		N/A PC COACHING HIGH POTENTIAL, LOW INCOME LGDTQ AND IMMIGRANT TEENS TO COLLEGE AND CAREER SUCCESS 15,000
    UNITED NEGRO COLLEGE FUND INC3737 N MERIDIAN STREET SUITE 507
    INDIANAPOLIS,IN46201     		N/A PC GENERAL OPERATING SUPPORT 2020 10,000
    INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC120 E WALNUT ST
    INDIANAPOLIS,IN46226     		N/A PC VOLUNTEER PROGRAMS 2020 27,000
    INDIANA SPECIAL OLYMPICS INC6200 TECHNOLOGY CENTER DR SUITE 105
    INDIANAPOLLS,IN46278     		N/A PC VOLUNTEER PROGRAMS 2020 10,000
    CHALKBEAT1288 CONEY ISLAND AVENUE 300434
    BROOKLYN,NY11230     		N/A PC CHALKBEAT INDIANA 2020 25,000
    CENTRAL INDIANA COMMUNITY FOUNDATION615 N ALABAMA STREET SUITE 300
    INDIANAPOLIS,IN46204     		N/A PC CENTRAL INDIANA RACIAL EQUITY FUND 500,000
    THE MIND TRUST INC1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		N/A PC INDIANAPOLIS E-LEARNING LAB 250,000
    THE STEM CONNECTION8407 MOORE RD
    INDIANAPOLIS,IN46278     		N/A PC SUMMER PROGRAMMING 2020 12,500
    CECP1385 HWY 35 250
    MIDDLETON,NJ07748     		N/A PC CECP GENERAL OPERATING SUPPORT 2020 15,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER INDIANAPOLIS615 N ALABAMA STREET SUITE 200
    INDIANAPOLIS,IN462041432     		N/A PC NORTH OF SOUTH YMCA - ADDITIONAL FUNDING 312,500
    INDIANA BIOSCIENCES RESEARCH INSTITUTE INC1345 W 16TH STREET SUITE 300
    INDIANAPOLIS,IN462022111     		N/A PC IBRI OPERATING ENDOWMENT 5,000,000
    TECHPOINT FOUNDATION INCDEVELOPERTOWN 5255 WINTROP AVE
    SUITE 4
    INDIANAPOLIS,IN46220     		N/A PC THE CITY OF INDPLS. VEX ROBOTICS CHAMPIONSHIP 2020 25,000
    CENTER FOR LEADERSHIP DEVELOPMENT INC2425 DR MARTIN LUTHER KING JR
    STREET
    INDIANAPOLIS,IN46208     		N/A PC OPERATING SUPPORT 2019-2021 100,000
    TEACH FOR AMERICA - INDIANAPOLISPO BOX 36735
    INDIANAPOLIS,IN46236     		N/A PC TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM 250,000
    CROSSROADS OF AMERICA COUNCIL BSA FOUNDATION INC7125 FALL CREEK ROAD NORTH
    INDIANAPOLIS,IN46256     		N/A PC STEM SCOUTS 2020-2021 50,000
    INDIANAPOLIS DOWNTOWN INC111 MONUMENT CIRCLE SUITE 250
    INDIANAPOLIS,IN46204     		N/A PC KEEPING DOWNTOWN INDY CLEAN, SAFE, AND BEAUTIFUL 50,000
    GREATER INDIANAPOLIS PROGRESS COMMITTEE INC200 E WASHINGTON ST SUITE 1901
    INDIANAPOLIS,IN26204     		N/A PC INDIANAPOLIS E-LEARNING FUND 100,000
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC COVID-19 COMMUNITY ECONOMIC RELIEF FUND (CERF) 500,000
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 1,469,631
    INDIANA UNIVERSITY FOUNDATIONSHOWALTER HOUSE 1500 N STATE ROAD
    46 BYPASS
    BLOOMINGTON,IN47408     		N/A PC SCHOOL OF GLOBAL AND INTERNATIONAL STUDIES 10,000
    INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC120 E WALNUT ST
    INDIANAPOLIS,IN46226     		N/A PC HIGH SCHOOL CAREER ACADEMIES 100,000
    PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC255 CARTER HALL LANE
    MILLWOOD,VA22646     		N/A PC DISASTER RELIEF 2020 - CHINA 150,000
    PURDUE UNIVERSITY610 PURDUE MALL
    WEST LAFAYETTE,IN47907     		N/A PC LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 100,000
    DIRECT RELIEF INTERNATIONAL6100 WALLACE BECKNELL RD
    SANTA BARBARA,CA93117     		N/A PC DISASTER RELIEF 2020 - CHINA 100,000
    UNITED FUND OF PUERTO RICOPO BOX 191914
    SAN JUAN,PR009191914     		N/A PC DISASTER RELIEF 2020 - PUERTO RICO 100,000
    AMERICAN RED CROSS1510 N MERIDIAN
    INDIANAPOLIS,IN46202     		N/A PC DISASTER RELIEF 2020 - AUSTRALIA 100,000
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC THE CENTER FOR FAMILY LEARNING AND STEM 300,000
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC 600,000
    FINANCIAL EXECUTIVES RESEARCH FOUNDATION1250 HEADQUARTERS PLAZA WEST TOWER
    7TH FLOOR
    MORRISTOWN,NJ07960     		N/A PC FERF GENERAL OPERATING SUPPORT 2020 7,000
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN474053001     		N/A PC INDIANA UNIVERSITY - AMPATH CONSORTIUM SECRETARIAT 130,000
    THE MIND TRUST INC1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		N/A PC HIGH QUALITY SCHOOLS PLAN (GROW GREAT SCHOOLS CAMPAIGN) 350,000
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,604,528
    UNITED FUND OF PUERTO RICOPO BOX 191914
    SAN JUAN,PR009191914     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 117,210
    UNITED WAY EMERALD COAST INC112 TUPELO AVENUE SE
    FT WALTON BEACH,FL32548     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 9,614
    UNITED WAY OF COASTAL CAROLINA601 BROAD STREET
    NEW BERN,NC28563     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY1800 JFK BLVD SUITE 1200
    PHILADELPHIA,PA19103     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 27,155
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY51 SLEEPER STREET
    BOSTON,MA02210     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 10,714
    UNITED WAY OF NEW YORK CITY205 E 42ND STREET 12TH FLOOR
    NEW YORK,NY10017     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,019
    UNITED WAY OF NORTHERN CALIFORNIA2280 BENTON DRIVE BLDG B
    REDDING,CA96003     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF NORTHERN NEW JERSEY222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 20,196
    UNITED WAY OF NORTHERN NEW JERSEY222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,000
    UNITED WAY OF NORTHWEST FLORIDAPO BOX 586
    PANAMA CITY,FL32402     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF SAN DIEGO COUNTY4699 MURPHY CANYON ROAD
    SAN DIEGO,CA98123     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 106,562
    UNITED WAY OF THE NATIONAL CAPITAL AREA1577 SPRING HILL ROAD SUITE 420
    VIENNA,VA22182     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 6,010
    Total ...............................bullet 3a 27,493,096
    bApproved for future payment
    CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC 2,400,000
    INDIANAPOLIS CULTURAL TRAIL INC132 W WALNUT STREET
    INDIANAPOLIS,IN46204     		N/A PC INDIANAPOLIS CULTURAL TRAIL 2.0: EXPANSION ALONG SOUTH ST. AND INDIANA AVE/10TH ST. 333,333
    CENTER FOR LEADERSHIP DEVELOPMENT INC2425 DOCTOR MLK JR ST
    INDIANAPOLIS,IN46208     		N/A PC OPERATING SUPPORT 2019-2021 100,000
    INDY CHAMPIONSHIPS LEGACY INC115 W WASHINGTON STREET SUITE 1400
    INDIANAPOLIS,IN46204     		N/A SO I COMMUNITY EDUCATION AND SPORTS INITIATIVE 500,000
    THE MIND TRUST INC1630 N MERIDIAN ST SUITE 450
    INDIANAPOLIS,IN46202     		N/A PC HIGH QUALITY SCHOOLS PLAN (GROW GREAT SCHOOLS CAMPAIGN) 300,000
    TRUSTEES OF PURDUE UNIVERSITYHOVDE HALL ROOM 247 610 PURDUE MALL
    WEST
    WEST LAFAYETTE,IN47907     		N/A PC LILLY EXPERIENCE FOR TEACHERS OF STEM (LETS) 2019 - 2021 100,000
    TEACH FOR AMERICA INC25 BROAD 12TH FLOOR
    NEW YORK,NY10004     		N/A PC TO ADDRESS EDUCATIONAL INEQUITY LONG-TERM 250,000
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC AMPATH BREAST & CERVICAL CANCER CONTROL PROGRAM 557,946
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC INDIANA UNIVERSITY - AMPATH CONSORTIUM 400,000
    GREATER TWIN CITIES UNITED WAY404 S 8TH STREET
    MINNEAPOLIS,MN55404     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED FUND OF PUERTO RICOPO BOX 191914
    SAN JUAN,PR009191914     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 109,768
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 367
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 3,550,937
    UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY1800 JFK BLVD SUITE 1200
    PHILADELPHIA,PA19103     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 25,358
    UNITED WAY OF KING COUNTY720 SECOND AVE
    SEATTLE,WA98104     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY51 SLEEPER STREET
    BOSTON,MA02210     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 22,617
    UNITED WAY OF NEW YORK CITY205 E 42ND STREET 12TH FLOOR
    NEW YORK,NY10017     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 8,367
    UNITED WAY OF NORTHERN NEW JERSEY222 RIDGEDALE AVENUE 301
    CEDAR KNOLLS,NJ07927     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 17,030
    UNITED WAY OF SAN DIEGO COUNTY4699 MURPHY CANYON ROAD
    SAN DIEGO,CA92123     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 113,566
    UNITED WAY OF SAN DIEGO COUNTY4699 MURPHY CANYON ROAD
    SAN DIEGO,CA92123     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF SOUTHWEST LOUISIANA815 RYAN STREET
    LAKE CHARLES,LA70601     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 7,133
    UNITED WAY OF THE NATIONAL CAPITAL AREA1577 SPRING HILL ROAD SUITE 420
    VIENNA,VA22182     		N/A PC MATCH OF EMPLOYEE CONTRIBUTIONS TO UW CAMPAIGN 2,837
    UNITED WAY OF CENTRAL INDIANA2955 NORTH MERIDIAN STREET SUITE
    300
    INDIANAPOLIS,IN46208     		N/A PC UNITED WAY CORPORATE MATCH (MATCHING OF DONATIONS BY LOCAL BUSINESSES) 3,550,937
    MATCHING GIFTS PAID - ADDITIONAL DETAILS REGARDING ORGANIZATIONSAVAILABLE UPON REQUEST DUE TO EFILE
    LIMITATIONS
    INDIANAPOLIS,IN46208     		N/A PC MATCHING OF EMPLOYEE DONATIONS 1,364,372
    INDIANA UNIVERSITY400 E 7TH STREET POPLARS ROOM 501
    BLOOMINGTON,IN47405     		N/A PC AMPATH MODEL REPLICATION IN GHANA 300,000
    UNITED WAY WORLDWIDE701 N FAIRFAX ST
    ALEXANDRIA,VA22314     		N/A PC CHINA NATIONAL CENTER FOR CHRONIC DISEASE CONTROL 367,514
    Total ................................bullet 3b 14,403,481
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ELI LILLY AND COMPANY FOUNDATION
     
    Employer identification number

    35-6202479
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ELI LILLY AND COMPANY FOUNDATION
          		Employer identification number
    35-6202479
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ELI LILLY AND COMPANY
     
    LILLY CORPORATE CENTER
     
    INDIANAPOLIS, IN46285

    		$ 25,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ELI LILLY AND COMPANY FOUNDATION
          		Employer identification number

    35-6202479
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ELI LILLY AND COMPANY FOUNDATION
          		Employer identification number

    35-6202479
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 97,500 0   0

    TY 2020 GeneralExplanationAttachment
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Identifier Return Reference Explanation
      FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B 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.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORE ACTIVE BOND FUND B 8,053,223 8,113,313

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INDEX FUND B 5,471,412 6,566,859
    RUSSELL 2000 INDEX FUND B 1,193,128 1,637,510

    TY 2020 LegalFeesSchedule
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,547 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    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


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ELI LILLY AND COMPANY FOUNDATION
    EIN:
    35-6202479
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTS MANAGEMENT FEES 138,384 0   0
    INVESTMENT FEES 23,909 23,909   0