Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,765,898
J 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) 35,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 349,900 349,900  
4 Dividends and interest from securities... 173,996 173,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 821,410
b Gross sales price for all assets on line 6a 16,431,242
7 Capital gain net income (from Part IV, line 2)... 821,410
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).......      
12 Total. Add lines 1 through 11........ 36,845,306 1,345,306  
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)......... 25,037 0   25,037
b Accounting fees (attach schedule)....... 129,300 0   64,650
c Other professional fees (attach schedule).... 394,255 17,837   371,348
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 141 141   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,455 42,955   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 593,188 60,933   462,535
25 Contributions, gifts, grants paid....... 29,127,899 29,127,899
26 Total expenses and disbursements. Add lines 24 and 25 29,721,087 60,933   29,590,434
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,124,219
b Net investment income (if negative, enter -0-) 1,284,373
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,525,713 13,499,080 13,499,080
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,025,259 Click to see attachment
List of Attached Documents:
// Content
172,581
134,563
c Investments—corporate bonds (attach schedule)....... 2,149,630 Click to see attachment
List of Attached Documents:
// Content
153,160
132,255
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,700,602 13,824,821 13,765,898
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 6,700,602 13,824,821
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 6,700,602 13,824,821
30 Total liabilities and net assets/fund balances (see instructions). 6,700,602 13,824,821
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
6,700,602
2
Enter amount from Part I, line 27a .....................
2
7,124,219
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,824,821
5
Decreases not included in line 2 (itemize) right arrow
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
13,824,821
Form 990-PF (2024)
Form 990-PF (2024)
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 RUSSELL 2000 INDEX FUND B # P    
b RUSSELL 2000 INDEX FUND B # - ST P    
c RUSSELL 2000 INDEX FUND B # - LT P    
d EQUITY INDEX FUND B PARTNER #99356 P    
e EQUITY INDEX FUND B PARTNER #99356 - ST P    
EQUITY INDEX FUND B PARTNER #99356 - LT P    
CORE ACTIVE BOND FUND B PARTNER #99356 P    
CORE ACTIVE BOND FUND B PARTNER #99356 - ST P    
CORE ACTIVE BOND FUND B PARTNER #99356 - LT P    
CORE ACTIVE BOND FUND B PARTNER #99356 - 11C P    
EQUITY INDEX FUND B PARTNER #99356 - 11C P    
RUSSELL 2000 INDEX FUND B # - 11C 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 1,641,924   1,532,968 108,956
b 4,970     4,970
c 9,972     9,972
d 6,786,951   6,215,771 571,180
e 5,814     5,814
103,308     103,308
7,876,948   7,829,782 47,166
    5,064 -5,064
    21,533 -21,533
    4,714 -4,714
1,347     1,347
8     8
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       108,956
b       4,970
c       9,972
d       571,180
e       5,814
      103,308
      47,166
      -5,064
      -21,533
      -4,714
      1,347
      8
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 2 821,410
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
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 right arrow 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) 1 17,853
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,853
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 17,853
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 71,256
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 71,256
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 53,403
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow53,403 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.LILLY.COM/IMPACT/LILLY-FOUNDATION
14
The books are in care ofright arrowCYNTHIA CARDONA Telephone no.right arrow (317) 276-2000

Located atright arrowLILLY CORP CTR DROP CODE 1627INDIANAPOLISIN ZIP+4right arrow46285
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
LUCAS MONTARCE BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
MELISSA SEYMOUR BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
ALONZO WEEMS BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
ANAT HAKIM BOARD MEMBER
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
DIOGO RAU BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
EDGARDO HERNANDEZ BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
ILYA YUFFA BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
JACOB VAN NAARDEN 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
ERIC DOZIER BOARD MEMBER
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
ANAT ASHKENAZI BOARD MEMBER (PARTIAL YEAR)
1.00
0 0 0
PO BOX 80007
INDIANAPOLIS,IN46280
JOHNA NORTON BOARD MEMBER (PARTIAL YEAR)
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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
BENEVITY INC ADMINISTRATION OF MATCHING GIFTS 164,977
700 611 MEREDITH RD NE
CALGARY,AB  
CA
KATZ SAPPER & MILLER ACCOUNTING AND GRANTS MANAGEMENT 129,300
800 E 96TH STREET SUITE 500
INDIANAPOLIS,IN46240
BONTERRA LLC ADMINISTRATION OF MATCHING GIFTS 119,618
10801-2 N MOPAC EXPY SUITE 300
AUSTIN,TX78759
TONNA & COMPANY CONSULTING SERVICES 110,066
111 CREEMER AVE
ISELIN,NJ08830
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
4,068,805
b
Average of monthly cash balances.......................
1b
7,270,865
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,339,670
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
11,339,670
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
170,095
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,169,575
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
558,479
Part X
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 IX, line 6..................
1
558,479
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,853
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,853
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
540,626
4
Recoveries of amounts treated as qualifying distributions................
4
43,348
5
Add lines 3 and 4............................
5
583,974
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 XII, line 1 ...
7
583,974
Part XI
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
29,590,434
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
29,590,434
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 583,974
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 23,033,642
b From 2020...... 26,814,557
c From 2021...... 21,627,491
d From 2022...... 21,475,037
e From 2023...... 25,978,026
f Total of lines 3a through e ........ 118,928,753
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 29,590,434
a Applied to 2023, 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 2024 distributable amount..... 583,974
e Remaining amount distributed out of corpus 29,006,460
5 Excess distributions carryover applied to 2024. 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 5 147,935,213
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
23,033,642
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
124,901,571
10 Analysis of line 9:
a Excess from 2020.... 26,814,557
b Excess from 2021.... 21,627,491
c Excess from 2022.... 21,475,037
d Excess from 2023.... 25,978,026
e Excess from 2024.... 29,006,460
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

100 BLACK MEN OF INDIANAPOLIS INC

1500 EAST MICHIGAN STREET ROOM 8
INDIANAPOLIS,IN46201
N/A PC STEM EDUCATION PROGRAM AND OUTCOMES ASSESSMENT 50,000

ADDITIONAL DETAILS REGARDING ORGANIZATIONS

AVAILABLE UPON REQUEST DUE TO EFILE
LIMITATIONS
INDIANAPOLIS,IN46240
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,376,338

AMERICAN ONLINE GIVING FOUNDATION INC

40 EAST MAIN STREET SUITE 887
NEWARK,DE19711
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 50,879

AMERICAN RED CROSS

1510 N MERIDIAN ST
INDIANAPOLIS,IN46202
N/A PC DISASTER RELIEF - 2024 HURRICANE HELENE & MILTON 200,000

AMERICAN RED CROSS

1510 N MERIDIAN ST
INDIANAPOLIS,IN46202
N/A PC DISASTER RELIEF - 2024 HURRICANE HELENE NC 200,000

ARTE MEXICANO EN INDIANA INC

43 N HOLMES AVENUE
INDIANAPOLIS,IN46222
N/A PC CHICAGO LATINO ARTS LANDSCAPE ENRICHMENT PROGRAM 25,000

BE NIMBLE FOUNDATION INC

1220 WATERWAY BLVD
INDIANAPOLIS,IN46202
N/A PC BE NIMBLE ENTREPRENEURSHIP PROGRAM 500,000

BENJAMIN HARRISON PRESIDENTIAL SITE INC

1230 N DELAWARE STREET
INDIANAPOLIS,IN46202
N/A PC EXPANSION OF JUNETEENTH FOODWAYS FESTIVAL AND SUMMER CIVIC SERIES PROGRAMMING 100,000

BOY SCOUTS OF AMERICA

7125 FALL CREEK ROAD NORTH
INDIANAPOLIS,IN46256
N/A PC STEM IN SCOUTING OUTREACH 75,000

CENTER FOR LEADERSHIP DEVELOPMENT INC

2425 DR MARTIN LUTHER KING JR
STREET
INDIANAPOLIS,IN46208
N/A PC STRENGTHENING COMMUNITIES THROUGH EDUCATION, EQUITY AND STEM 250,000

CENTRAL INDIANA COMMUNITY FOUNDATION

615 N ALABAMA STREET SUITE 300
INDIANAPOLIS,IN46204
N/A PC SUPPORT OF CICF'S GO PROGRAM (PHILANTHROPY EDUC. AND GIVING) 50,000

CENTRAL INDIANA CORPORATE PARTNERSHIP FOUNDATION INC

1210 WATERWAY BLVD SUITE 5000
INDIANAPOLIS,IN46202
N/A SO I SUPPORT OF CHARITABLE PURPOSES OF INITIATIVES TO IMPROVE ECONOMIC OPPORTUNITIES FOR ALL IN INDIANA. 466,667

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LN STE 375
ALEXANDRIA,VA223142875
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS (2024 GIVING TUESDAY CAMPAIGN) 42,250

POTAWATOMI PARK INC

16998 STATE ROAD 331
TIPPECANOE,IN465709786
N/A POF GRANTS TO ORGANIZATIONS THAT LILLY EMPLOYEES VOLUNTEER 250

ESKENAZI MEDICAL GROUP INC

720 ESKENAZI AVENUE
INDIANAPOLIS,IN462025187
N/A SO I GRANTS TO ORGANIZATIONS THAT LILLY EMPLOYEES VOLUNTEER 250

CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED

3000 N MERIDIAN ST
INDIANAPOLIS,IN46208
N/A PC GIRLS AND YOUNG WOMEN IN STEM IN MISSION JURASSIC 600,000

CHORDOMA FOUNDATION

PO BOX 2127
DURHAM,NC27702
N/A PC ADVANCING CARE OF CHORDOMA (RARE CANCER) IN RESOURCE-LIMITED SETTINGS IN LMICS 40,000

CIVIC NEWS COMPANY

450 7TH AVENUE 32ND FLOOR
NEW YORK,NY10123
N/A PC CHALKBEAT INDIANA 2022 - 2024 (GENERAL OPERATING SUPPORT) 50,000

DETROIT RESCUE MISSION MINISTRIES

150 STIMSON STREET
DETROIT,MI48201
N/A PC GENERAL OPERATING SUPPORT 5,000

EVERY GIRL CAN STEM INC

3866 CONIFER DRIVE
ZIONSVILLE,IN46077
N/A PC SUPPORT OF STEM EDUCATIONAL OPPORTUNITIES 250,000

EXPLORADOOR INC

7654 WILLIAM PENN PL
INDIANAPOLIS,IN46256
N/A PC SUPPORT OF EXPLORADOOR EDUCATIONAL PROGRAMS 30,000

FATHERS AND FAMILIES CENTER

2835 N ILLINOIS ST
INDIANAPOLIS,IN46208
N/A PC STRONG FATHERS PROGRAM 137,500

FLORIDA A & M UNIVERSITY FOUNDATION INC

625 EAST TENNESSEE STREET SUITE 100
TALLAHASSEE,FL32308
N/A PC SUPPORT OF PROGRAMS ADVANCING HEALTH EDUCATION AND CAREER OPPORTUNITIES FOR STUDENTS 500,000

FLYWHEEL FOUNDATION

500 W 5TH STREET SUITE 800
WINSTONSALEM,NC27101
N/A PC HEALTH EQUITY INNOVATION CHALLENGE 2023 - 2025 75,000

GCC FOUNDATION

5504 E 146TH STREET
NOBLESVILLE,IN46062
N/A PC INDY VOLUNTEER PROGRAM GRANTS 2024 10,000

GIRLS INCORPORATED OF INDIANAPOLIS INC

3935 N MERIDIAN STREET
INDIANAPOLIS,IN46208
N/A PC EUREKA! 2.0 STEM EDUCATION 150,000

GIRLS INCORPORATED OF INDIANAPOLIS INC

3935 N MERIDIAN STREET
INDIANAPOLIS,IN46208
N/A PC SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) EXPERIENCE 2023 - 2024 100,000

GLOBAL BRIGADES INC

1099 E CHAMPLAIN DR STE A 176
FRESNO,CA93720
N/A PC GLOBAL BRIGADES VOLUNTEER PROGRAMS 2024 348,000

GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA

1635 W MICHIGAN ST
INDIANAPOLIS,IN46222
N/A PC INDY VOLUNTEER PROGRAM GRANTS 2024 36,000

GREATER INDIANAPOLIS MULTI-FAITH ALLIANCE INC

1113 E 86TH ST 177
INDIANAPOLIS,IN46240
N/A PC CHARITABLE SUPPORT OF MULTI-FAITH OUTREACH EFFORTS RELATED TO HOUSING INSTABILITY 100,000

HBCU 20X20 FOUNDATION

1250 CONNECTICUT AVE NW SUITE 700
WASHINGTON,DC20036
N/A PC SO TELL ME ABOUT YOURSELF MOCK INTERVIEW PROGRAM 25,000

HINRI LABS INC

641 LORIDANS DR NE
ATLANTA,GA30342
N/A PC HEALTH EDUCATION/AWARENESS RELATED TO HEADACHES IN RESOURCE-LIMITED SETTINGS IN KENYA 100,000

HOWARD UNIVERSITY

2401 GEORGIA AVENUE NW TOWER SUITE
6008
DISTRICT OF COLUMBIA,DC20060
N/A PC CENTER OF EXCELLENCE FOR HEALTH EDUCATION 500,000

IMMIGRANT WELCOME CENTER INC

40 E ST CLAIR STREET
INDIANAPOLIS,IN46205
N/A PC LEGAL SERVICES OPERATIONAL CAPACITY 2023 - 2024 100,000

INDIANA BAR FOUNDATION

615 NORTH ALABAMA STREET SUITE 426
INDIANAPOLIS,IN46204
N/A PC INDIANA KIDS ELECTION YOUTH VOTER REGISTRATION INITIATIVE 100,000

INDIANA UNIVERSITY

400 E 7TH STREET POPLARS ROOM 501
BLOOMINGTON,IN474053004
N/A PC AMPATH BREAST AND CERVICAL CANCER SCREENING TO IMPROVE WOMENS CANCER OUTCOMES IN KENYA AND NEPAL 500,000

INDIANA UNIVERSITY

400 E 7TH STREET POPLARS ROOM 501
BLOOMINGTON,IN474053004
N/A PC AMPATH BREAST AND CERVICAL CANCER SCREENING TO IMPROVE WOMENS CANCER OUTCOMES IN KENYA AND NEPAL 780,177

INDIANA UNIVERSITY

OFFICE FOR RESEARCH ADMINISTRATION
509 E 3RD ST
BLOOMINGTON,IN47401
N/A PC AMPATH GLOBAL NCD INITIATIVE 500,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 7072
INDIANAPOLIS,IN46207
N/A PC AMPATH KENYA VOLUNTEER PROGRAMS 2024 65,000

INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION

111 MONUMENT CIRCLE SUITE 1950
INDIANAPOLIS,IN46204
N/A SO I SUPPORT OF CHARITABLE PURPOSES OF INITIATIVES TO ENHANCE INDIANAPOLIS AND CENTRAL INDIANA REGION 550,000

INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION

111 MONUMENT CIRCLE SUITE 1950
INDIANAPOLIS,IN46204
N/A SO I ACCELERATE INDY 2021 - 2025 200,000

INDIANAPOLIS FOUNDATION INC

615 N ALABAMA
INDIANAPOLIS,IN46204
N/A PC SUPPORT OF CHARITABLE EFFORTS TO ADDRESS HOMELESSNESS IN INDIANAPOLIS 1,000,000

INDIANAPOLIS FOUNDATION INC

615 N ALABAMA
INDIANAPOLIS,IN46204
N/A PC COMMUNITY HEALTH ASSESSMENT RELATED TO OBESITY IN MARION COUNTY (INDIANA) 110,000

INDIANAPOLIS INDIANS COMMUNITY FUND INC

501 W MARYLAND ST
INDIANPOLIS,IN46225
N/A PC OPERATIONAL SUPPORT OF PHILANTHROPIC PROGRAMMING 75,000

INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION INC

120 E WALNUT STREET
INDIANAPOLIS,IN46204
N/A PC ACCELERATING EQUITABLE ACCESS TO STEM EDUCATION AND EXPERIENCES 709,500

INDIANAPOLIS PUBLIC TRANSPORTATION FOUNDATION INC

1501 W WASHINGTON ST
INDIANAPOLIS,IN46222
N/A PC SUPPORT OF CHARITABLE EFFORTS TO BRING ACCESSIBLE MOBILITY TO ALL 150,000

INDY BLACK PROFESSIONALS INC

6101 NORTH KEYSTONE AVE STE 100
1423
INDIANAPOLIS,IN46220
N/A PC OPERATIONAL GRANT 50,000

INLAND SOUTHERN CALIFORNIA UNITED WAY

1835 CHICAGO AVENUE SUITE B
RIVERSIDE,CA92507
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,266

INTERNATIONAL SCHOOL OF INDIANA INC

4330 NORTH MICHIGAN ROAD
INDIANAPOLIS,IN46208
N/A PC ISI OPERATIONAL SUPPORT 2023 - 2024 1,000,000

IVY TECH FOUNDATION INC

50 WEST FALL CREEK PARKWAY NORTH
DRIVE
INDIANAPOLIS,IN46208
N/A PC BROTHER 2 BROTHER PROGRAM AT IVY TECH INDIANAPOLIS 260,000

JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

RILEY CHILDRENS FOUNDATION 500 N
MERIDIAN SUITE 100
INDIANAPOLIS,IN46204
N/A PC ADVANCING CHILDREN'S HEALTH THROUGH ACCESS TO NUTRITIOUS FOOD AND EDUCATION 135,000

JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC

7435 N KEYSTONE AVE
INDIANAPOLIS,IN46240
N/A PC JA JOBSPARK AND JA BIZTOWN PROGRAM SUPPORT 125,000

KEEP INDIANAPOLIS BEAUTIFUL INC

1029 FLETCHER AVE SUITE 100
INDIANAPOLIS,IN46203
N/A PC INDY VOLUNTEER PROGRAM GRANTS 2024 191,225

LEGENDS DO LIVE

2925 RICHMOND AVE SUITE 1200
HOUSTON,TX77098
N/A PC OPERATIONAL GRANT. 50,000

MARIAN UNIVERSITY

3200 COLD SPRING ROAD
INDIANAPOLIS,IN46222
N/A PC INNOVATION THROUGH ENGINEERING! SUMMER CAMP 20,000

MILE HIGH UNITED WAY

711 PARK AVENUE WEST
DENVER,CO802052891
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 26,275

MINORITY ENGINEERING PROGRAM OF INDIANA

6510 TELECOM DR SUITE 200
INDIANAPOLIS,IN46278
N/A PC OPERATIONAL SUPPORT AND CURRICULUM ENHANCEMENT 50,000

NATIONAL PHARMACEUTICAL ASSOCIATION FOUNDATION

PO BOX 5131
CARY,NC27512
N/A PC PHARMACY STUDENT EDUCATIONAL PROGRAMS 200,000

NXG YOUTH MOTORSPORTS INC

1302 N ILLINOIS ST
INDIANAPOLIS,IN46202
N/A PC STREET STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS) 125,000

PACERS FOUNDATION INC

125 S PENNSYLVANIA ST
INDIANAPOLIS,IN462043610
N/A PC NBA MATH HOOPS 2022-2025 217,220

PURDUE POLYTECHNIC HIGH SCHOOL

3029 E WASHINGTON STREET
INDIANAPOLIS,IN46201
N/A PC STEM EDUCATION FOR EQUITABLE POST-SECONDARY EMPLOYMENT OPPORTUNITIES 140,000

PURDUE UNIVERSITY GLOBAL INC

2550 NORTHWESTERN AVENUE
WEST LAFAYETTE,IN47906
N/A PC PATHWAY TO ACCREDITED MATH TEACHING DEGREE 100,000

REDF

785 MARKET STREET SUITE 1200
SAN FRANCISCO,CA94103
N/A PC SUPPORT OF CHARITABLE PURPOSES TO ADVANCE WELLNESS THROUGH EMPLOYMENT SOCIAL ENT. 250,000

RESCUE MISSION MINISTRIES INC

PO BOX 11858
DURHAM,NC27703
N/A PC GENERAL OPERATING SUPPORT 5,000

SIX SIGMA RACIAL EQUITY INSTITUTE INC

9783 E 116TH ST 167
FISHERS,IN46037
N/A PC GREEN BELT EDUCATIONAL PROGRAM 50,000

TEACH FOR AMERICA - INDIANAPOLIS

PO BOX 36735
INDIANAPOLIS,IN46236
N/A PC RECRUITING AND GROWING INDIANA EDUCATION AND CIVIC SYSTEM LEADERS 350,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DRIVE SUITE
200
LOS ANGELES,CA90045
N/A PC DISASTER RELIEF - 2024 HURRICANE HELENE & MILTON 100,000

TECHPOINT FOUNDATION INC

5255 WINTHROP AVE STE 4
INDIANAPOLIS,IN46220
N/A PC INCREASING ACCESS TO STEM EDUCATION 2023 - 2024 75,000

THE MIND TRUST INC

1630 N MERIDIAN STREET SUITE 450
INDIANAPOLIS,IN46202
N/A SO I ADVANCING EDUCATIONAL EQUITY 300,000

THE MV3 FOUNDATION

5100 PARQUE VISTA WAY
CARMICHAEL,CA95608
N/A PC EFFORTS TO ADVANCE HEALTH & IDENTIFY DETERMINANTS OF HEALTH & BARRIERS FOR UNDERSERVED 250,000

THE OAKS ACADEMY INC

1301 E 16TH STREET
INDIANAPOLIS,IN46202
N/A PC SCIENCE LAB EQUIPMENT 25,000

THE STEM CONNECTION

8407 MOORE RD
INDIANAPOLIS,IN46278
N/A PC STEM FUTURE LEADERS 2024-26 50,000

THE UK ONLINE GIVING FOUNDATION

4 MORE LONDON RIVERSIDE
  LONDON SE1 2AU  
UK
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 34,149

TRANS SOLUTIONS RESEARCH AND RESOURCE CENTER

3535 N PENNSYLVANIA STREET
INDIANAPOLIS,IN46205
N/A PC THE JOURNEY TO SUSTAINABILITY (VISION) 2023 - 2025 166,667

TRUSTEES OF INDIANA UNIVERSITY

702 ROTARY CIRCLE SUITE RO 101
INDIANAPOLIS,IN46202
N/A PC APPLYING GLOBAL LESSONS TO ADVANCE HEALTH EQUITY IN INDIANA (APPLE-IN) 500,000

UNITED FUND OF PUERTO RICO

PO BOX 191914
SAN JUAN,PR009191914
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 81,613

UNITED STATES FUND FOR UNICEF

125 MAIDEN LANE
NEW YORK CITY,NY10038
N/A PC UNITED NATIONS MULTI-PARTNER TRUST FUND: HEALTH4LIFE 1,000,000

UNITED WAY BAY AREA

550 KEARNY ST SUITE 510
SAN FRANCISCO,CA94018
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 10,881

UNITED WAY OF CENTRAL INDIANA

2955 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46208
N/A PC READ UP PROGRAM REDESIGN 50,000

UNITED WAY OF CENTRAL INDIANA

2955 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46208
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 5,969,034

UNITED WAY OF COASTAL AND WESTERN CONNECTICUT

301 MAIN ST SUITE 2-5
DANBURY,CT06810
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,930

UNITED WAY OF GREATER CHARLOTTE

PO BOX 890685
CHARLOTTE,NC282890685
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 9,095

UNITED WAY OF GREATER LOS ANGELES

1150 S OLIVE ST SUITE T500
LOS ANGELES,CA90015
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 301

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

1800 JFK BLVD SUITE 1200
PHILADELPHIA,PA19103
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 23,105

UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY

PO BOX 412866
BOSTON,MA02241
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 19,454

UNITED WAY OF NEW YORK CITY

205 E 42ND STREET 12TH FLOOR
NEW YORK,NY10017
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 15,665

UNITED WAY OF NORTHERN NEW JERSEY

222 RIDGEDALE AVENUE 301
CEDAR KNOLLS,NJ07927
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 24,222

UNITED WAY OF SAN DIEGO COUNTY

4699 MURPHY CANYON ROAD
SAN DIEGO,CA92123
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 122,730

UNITED WAY OF SUWANNEE VALLEY

871 SW STATE ROAD 47
LAKE CITY,FL320250433
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,266

UNITED WAY OF THE BIG BEND

307 E 7TH AVE
TALLAHASSEE,FL323035520
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,266

UNITED WAY OF THE GREATER CLARKSVILLE REGION UNITED WAY GREATER NASHVILLE

250 VENTURE CIRCLE
NASHVILLE,TN37228
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 6,266

UNITED WAY OF THE GREATER TRIANGLE

PO BOX 110583
DURHAM,NC277090962
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 19,651

UNITED WAY OF THE NATIONAL CAPITAL AREA

8614 WESTWOOD CENTER DRIVE SUITE
300
VIENNA,VA22182
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 13,855

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 457,952

VCFAMILIA

88 HOWARD ST
SAN FRANCISCO,CA94105
N/A PC SUPPORT OF CHARITABLE PURPOSES OF CREATING AN OPEN AND INCLUSIVE COMMUNITY ENVIRONMENT 150,000
Total .................................right arrow 3a 29,127,899
bApproved for future payment

ADDITIONAL DETAILS REGARDING ORGANIZATIONS
AVAILABLE UPON REQUEST DUE TO EFILE
LIMITATIONS
INDIANAPOLIS,IN46240
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 1,340,479

BENJAMIN HARRISON PRESIDENTIAL SITE INC
1230 N DELAWARE STREET
INDIANAPOLIS,IN46202
N/A PC EXPANSION OF JUNETEENTH FOODWAYS FESTIVAL AND SUMMER CIVIC SERIES PROGRAMMING 100,000

CENTER FOR LEADERSHIP DEVELOPMENT INC
2425 DR MARTIN LUTHER KING JR
STREET
INDIANAPOLIS,IN46208
N/A PC STRENGTHENING COMMUNITIES THROUGH EDUCATION, EQUITY AND STEM 250,000

CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375
ALEXANDRIA,VA223142875
N/A PC GRANTS TO ORGANIZATIONS THAT LILLY EMPLOYEES VOLUNTEER 271,360

FLORIDA A & M UNIVERSITY FOUNDATION INC
625 EAST TENNESSEE STREET SUITE 100
TALLAHASSEE,FL32308
N/A PC ADVANCING THE HEALTH ENVIRONMENT TO THE NEXT GENERATION HEALTH CAREERS OPPORTUNITIES PROGRAM (AHCOP) 500,000

FLYWHEEL FOUNDATION
500 W 5TH STREET SUITE 800
WINSTONSALEM,NC27101
N/A PC HEALTH EQUITY INNOVATION CHALLENGE 2023 - 2025 75,000

GIRLS INCORPORATED OF INDIANAPOLIS INC
3935 N MERIDIAN STREET
INDIANAPOLIS,IN46208
N/A PC EUREKA! 2.0 STEM EDUCATION 300,000

HINRI LABS INC
641 LORIDANS DR NE
ATLANTA,GA30342
N/A PC HEADACHE EDUCATION/ AWARENESS IN KENYA 100,000

HOWARD UNIVERSITY
2401 GEORGIA AVENUE NW TOWER SUITE
6008
DISTRICT OF COLUMBIA,DC20060
N/A PC CENTER OF EXCELLENCE FOR HEALTH EDUCATION 500,000

INDIANA UNIVERSITY
400 E 7TH STREET POPLARS ROOM 501
BLOOMINGTON,IN474053004
N/A PC AMPATH BREAST AND CERVICAL CANCER SCREENING TO IMPROVE WOMENS CANCER OUTCOMES IN KENYA AND NEPAL 719,823

INDIANA UNIVERSITY
OFFICE FOR RESEARCH ADMINISTRATION
509 E 3RD ST
BLOOMINGTON,IN47401
N/A PC AMPATH GLOBAL NCD INITIATIVE: KENYA, GHANA AND NEPAL 2,000,000

INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION
111 MONUMENT CIRCLE SUITE 1950
INDIANAPOLIS,IN46204
N/A SO I ACCELERATE INDY 2021 - 2025 200,000

INDIANAPOLIS CHAMBER OF COMMERCE FOUNDATION
111 MONUMENT CIRCLE SUITE 1950
INDIANAPOLIS,IN46204
N/A SO I SUPPORT OF CHARITABLE PURPOSES OF INITIATIVES TO ENHANCE INDIANAPOLIS AND CENTRAL INDIANA REGION 1,100,000

INDIANAPOLIS FOUNDATION INC
615 N ALABAMA
INDIANAPOLIS,IN46204
N/A PC HOUSING TO RECOVERY 1,000,000

JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INC
7435 N KEYSTONE AVE
INDIANAPOLIS,IN46240
N/A PC JA JOBSPARK AND JA BIZTOWN PROGRAM SUPPORT 125,000

MINORITY ENGINEERING PROGRAM OF INDIANA
6510 TELECOM DR SUITE 200
INDIANAPOLIS,IN46278
N/A PC OPERATIONAL SUPPORT AND CURRICULUM ENHANCEMENT 100,000

NXG YOUTH MOTORSPORTS INC
1302 N ILLINOIS ST
INDIANAPOLIS,IN46202
N/A PC STREET STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS) 50,000

PACERS FOUNDATION INC
125 S PENNSYLVANIA ST
INDIANAPOLIS,IN462043610
N/A PC NBA MATH HOOPS 2022-2025 223,740

PURDUE POLYTECHNIC HIGH SCHOOL
3029 E WASHINGTON STREET
INDIANAPOLIS,IN46201
N/A PC STEM EDUCATION FOR EQUITABLE POST-SECONDARY EMPLOYMENT OPPORTUNITIES 85,000

REDF
785 MARKET STREET SUITE 1200
SAN FRANCISCO,CA94103
N/A PC SUPPORT OF CHARITABLE PURPOSES TO ADVANCE WELLNESS THROUGH EMPLOYMENT SOCIAL ENT. 250,000

SIX SIGMA RACIAL EQUITY INSTITUTE INC
9783 E 116TH ST 167
FISHERS,IN46037
N/A PC GREEN BELT EDUCATIONAL PROGRAM 100,000

TEACH FOR AMERICA - INDIANAPOLIS
PO BOX 36735
INDIANAPOLIS,IN46236
N/A PC RECRUITING AND GROWING INDIANA EDUCATION AND CIVIC SYSTEM LEADERS 100,000

THE MV3 FOUNDATION
5100 PARQUE VISTA WAY
CARMICHAEL,CA95608
N/A PC EFFORTS TO ADVANCE HEALTH & IDENTIFY DETERMINANTS OF HEALTH & BARRIERS FOR UNDERSERVED 500,000

THE STEM CONNECTION
8407 MOORE RD
INDIANAPOLIS,IN46278
N/A PC STEM FUTURE LEADERS 2024-26 50,000

TRANS SOLUTIONS RESEARCH AND RESOURCE CENTER
3535 N PENNSYLVANIA STREET
INDIANAPOLIS,IN46205
N/A PC THE JOURNEY TO SUSTAINABILITY (VISION) 2023 - 2025 166,667

TRUSTEES OF INDIANA UNIVERSITY
702 ROTARY CIRCLE SUITE RO 101
INDIANAPOLIS,IN46202
N/A PC APPLYING GLOBAL LESSONS TO ADVANCE HEALTH EQUITY IN INDIANA (APPLE-IN) 500,000

UNITED STATES FUND FOR UNICEF
125 MAIDEN LANE
NEW YORK CITY,NY10038
N/A PC UNITED NATIONS MULTI-PARTNER TRUST FUND: HEALTH4LIFE 3,000,000

UNITED WAY GIFTS PAYABLE
2955 NORTH MERIDIAN STREET SUITE
300
INDIANAPOLIS,IN46208
N/A PC MATCH OF LILLY EMPLOYEE DONATIONS 8,104,612

VCFAMILIA
88 HOWARD ST
SAN FRANCISCO,CA94105
N/A PC SUPPORT OF CHARITABLE PURPOSES OF CREATING AN OPEN AND INCLUSIVE COMMUNITY ENVIRONMENT 95,000
Total ................................. right arrow 3b 21,906,681
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ...........
    14 349,900  
4 Dividends and interest from securities ....     14 173,996  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 821,410  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,345,306 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,345,306
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ELI LILLY AND COMPANY FOUNDATION
 
Employer identification number
35-6202479
Part I
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

$ 35,500,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND GRANTS MANAGEMENT 129,300 0   64,650

TY 2024 GeneralExplanationAttachment
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-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 2024 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 153,160 132,255

TY 2024 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 141,493 108,167
RUSSELL 2000 INDEX FUND B 31,088 26,396

TY 2024 LegalFeesSchedule
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 25,037 0   25,037


TY 2024 OtherExpensesSchedule
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PASSTHROUGH EXPENSES 42,955 42,955   0
OTHER GRANT MANAGEMENT EXPENSES 1,500 0   1,500


TY 2024 OtherProfessionalFeesSchedule
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MATCHING GIFT PROGRAM ADMINISTRATION 266,352 0   266,348
INVESTMENT FEES 6,455 6,455   0
BANK FEES 11,382 11,382   0
CONSULTING SERVICES 110,066 0   105,000


TY 2024 TaxesSchedule
Name:
ELI LILLY AND COMPANY FOUNDATION
EIN:
35-6202479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID (FROM PASSTHROUGH) 141 141   0