INDIANAPOLIS, IN
Lilly Endowment Inc.
Quick Facts
- EIN
- 350868122
- Location
- INDIANAPOLIS, IN
- Category
- General
- Total Assets
- $79.9B
- Annual Income
- $3.1B
- IRS Ruling Year
- 1938
About This Foundation
Lilly Endowment Inc. is a private foundation based in INDIANAPOLIS, IN. The foundation received its IRS ruling in 1938. It holds total assets of $79.9B. Annual income is reported at $3.1B.
View 990 FilingsFinancial Overview
Total Giving
$1.6B
2023+15%
Total Assets
$62.2B
2023+52%
Fair Market Value
$62.2B
2023
Net Worth
$61.9B
2023
Grants Paid
$1.5B
2023
Contributions
$530K
2023
Net Investment Income
$2B
2023
Distribution Amount
$2.2B
2023
Total Giving by Year
$231.8M
11$254.7M
12$295.3M
13$357.2M
14$465.1M
15$566.1M
19$822.1M
20$763.7M
21$1.4B
22$1.6B
23Asset Growth
$6.1B
11$7.3B
12$7.6B
13$10B
14$11.8B
15$17B
19$21B
20$32.8B
21$40.8B
22$62.2B
23Investment Portfolio (2023)
Total: $58.2B
Corporate Stock: $58.2B
Corporate Bonds: $34.5M
Other Investments: $2.4B
Cash: $165K
Corporate Stock (96%)
Corporate Bonds (0%)
Other Investments (4%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$1.5B
Pension & Benefits$6.1M
Officer Compensation$5.2M
Occupancy$1.1M
Legal Fees$791K
Travel & Conferences$468K
Printing & Publications$111K
Accounting Fees$74K
Revenue Sources (2023)
- Capital Gains (Net)
- $1.5B
- Dividends
- $517.5M
- Interest
- $66.7M
- Contributions
- $530K
Financial Details (2023)
- Total Revenue
- $2.1B
- Total Expenses
- $1.6B
- Exempt Purpose Expenses
- $1.5B
- Required Distribution
- $2.2B
- Undistributed Income
- $2.1B
- Grants Approved (Future)
- $261.5M
- Total Liabilities
- $261.5M
- Excise Tax
- $28.5M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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