Civic Intelligence

Eli Lilly & Co Master Trust For

990 • Fiscal year 2019 • EIN 35-6476478

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileN/A
Lilly Corporate CenterIndianapolis, IN 46285

(317) 276-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1B+ nonprofits • Source year 2019

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$1,840,534,637

Up $247,480,052 (+16%) from 2018

Net Assets

Up

$1,840,083,957

Up $247,523,762 (+16%) from 2018

Liabilities

Down

$450,680

Down $43,710 (-8.8%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin93rd percentile

Revenue

Down

$161,062,215

Down $955,257,859 (-86%) from 2018

Expenses

Up

$75,595,631

Up $39,275,533 (+108%) from 2018

Net Income

Down

$85,466,584

Down $994,533,392 (-92%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2018: $1,593,054,585Liabilities 2018: $494,390Net Assets 2018: $1,592,560,1952018Assets 2019: $1,840,534,637Liabilities 2019: $450,680Net Assets 2019: $1,840,083,9572019Assets 2020: $2,215,090,169Liabilities 2020: $396,836Net Assets 2020: $2,214,693,3332020Assets 2021: $2,184,772,359Liabilities 2021: $602,471Net Assets 2021: $2,184,169,8882021Assets 2022: $1,485,079,860Liabilities 2022: $347,135Net Assets 2022: $1,484,732,7252022Assets 2023: $1,541,646,017Liabilities 2023: $316,643Net Assets 2023: $1,541,329,3742023Assets 2024: $1,498,813,051Liabilities 2024: $27,437,560Net Assets 2024: $1,471,375,4912024

Highlighted filing

2019

Assets$1,840,534,637
Liabilities$450,680
Net Assets$1,840,083,957
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0-$500MRevenue 2018: $1,116,320,074Expenses 2018: $36,320,098Net Income 2018: $1,079,999,9762018Revenue 2019: $161,062,215Expenses 2019: $75,595,631Net Income 2019: $85,466,5842019Revenue 2020: $389,584,114Expenses 2020: $63,960,734Net Income 2020: $325,623,3802020Revenue 2021: $197,070,246Expenses 2021: $74,526,745Net Income 2021: $122,543,5012021Revenue 2022: -$192,704,056Expenses 2022: $71,381,855Net Income 2022: -$264,085,9112022Revenue 2023: $53,256,389Expenses 2023: $68,755,075Net Income 2023: -$15,498,6862023Revenue 2024: $66,844,680Expenses 2024: $114,937,591Net Income 2024: -$48,092,9112024

Highlighted filing

2019

Revenue$161,062,215
Expenses$75,595,631
Net Income$85,466,584
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$257,773,731
Mission and Program Overview

Mission

The eli lilly & company master trust for post-retirement medical benefits is a voluntary employees' beneficiary association (veba) trust. The purpose of the master trust is to provide for the continued funding of medical and dental benefit payments to retired employees, their dependents and beneficiaries as authorized and defined by the plan.

To provide for the continued funding of medical and dental benefit payments to retired employees, their dependents and beneficiaries as authorized and defined by the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,592,560,195$1,840,083,957▲ $247,523,762
Investments Other Securities-$1,832,179,317-
Investments in Publicly Traded Securities$1,574,804,292$0▼ $1,574,804,292
Savings and Temporary Cash Investments$18,212,548$8,345,460▼ $9,867,088
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,593,054,585$1,840,534,637▲ $247,480,052
Other Assets Total$37,745$9,860▼ $27,885
Liabilities
Other Liabilities$494,390$450,680▼ $43,710
Total Liabilities$494,390$450,680▼ $43,710
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,592,560,195$1,840,083,957▲ $247,523,762
Total Liabilities and Net Assets / Fund Balance$1,593,054,585$1,840,534,637▲ $247,480,052

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,832,179,317--
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,877,020
Investment Income
$132,185,195
Other Revenue
$0
Change in Net Assets
$85,466,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,171,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$56,424,386
Fees for Service Investment Mgmnt Fees---$3,679,657
Other Expenses---$1,658,143
All Other Expenses---$379,629
Fees for Services Accounting---$79,600
Fees for Services Other---$55,167
Fees for Services Legal---$148
Total Functional Expenses$0$0$0$75,595,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Administrative Fees Payable$450,680
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The fund advisory committee (fac) has delegated the authority to act on behalf of the trust to the members of the pension and benefit investments (pbi) staff. The pbi staff reviews the 990 and 990-t prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Form 990 Part VI, Lines 8A and 8B

“The following committees are authorized to act on behalf of the trust: the employee benefits committee (ebc) and the fund advisory committee (fac). Each committee hold regular meetings and minutes of those meetings are documented and maintained.”

Filing and Contact Details

Filer

Filer Name
Eli Lilly & Co Master Trust for
EIN
35-6476478
Phone
3172762000
Address
LILLY CORPORATE CENTER, INDIANAPOLIS, IN 46285

Signing Officer

Name
Susan M Ridlen
Title
Fund Advisory Committee Delegate
Phone
3172762000
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M Ridlen
Formed
1983
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
Lynne Huismann
Phone
2483757100
Raw XML Appendix301 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR THE CONTINUED FUNDING OF MEDICAL AND DENTAL BENEFIT PAYMENTS TO RETIRED EMPLOYEES, THEIR DEPENDENTS AND BENEFICIARIES AS AUTHORIZED AND DEFINED BY THE PLAN.
IRS990/AllOtherExpensesGrp/TotalAmt0379629
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt056424386
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN RIDLEN
IRS990/BooksInCareOfDetail/PhoneNum03172762000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0LILLY CORP CENTER
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046285
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01592560195
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01840083957
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt056424386
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0132185195
IRS990/CYOtherExpensesAmt019171245
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt028877020
IRS990/CYRevenuesLessExpensesAmt085466584
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt075595631
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0161062215
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE MASTER TRUST PROVIDES FUNDING FOR MEDICAL AND DENTAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF ELI LILLY & CO.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt079600
IRS990/FeesForServicesLegalGrp/TotalAmt0148
IRS990/FeesForServicesOtherGrp/TotalAmt055167
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03679657
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0THE NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt069062366
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0165773882
IRS990/GrossReceiptsAmt0257773731
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt062627609
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063122829
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0495220
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01832179317
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01574804292
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt096711516
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ELI LILLY & COMPANY MASTER TRUST FOR POST-RETIREMENT MEDICAL BENEFITS IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) TRUST. THE PURPOSE OF THE MASTER TRUST IS TO PROVIDE FOR THE CONTINUED FUNDING OF MEDICAL AND DENTAL BENEFIT PAYMENTS TO RETIRED EMPLOYEES, THEIR DEPENDENTS AND BENEFICIARIES AS AUTHORIZED AND DEFINED BY THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01592560195
IRS990/NetAssetsOrFundBalancesEOYAmt01840083957
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt069062366
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt069062366
IRS990/NetUnrelatedBusTxblIncmAmt0460720
IRS990/NetUnrlzdGainsLossesInvstAmt0162057178
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037745
IRS990/OtherAssetsTotalGrp/EOYAmt09860
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAXES
IRS990/OtherExpensesGrp/Desc1COST OF INSURANCE
IRS990/OtherExpensesGrp/Desc2ADMIN. EXP. REIMBURSEME
IRS990/OtherExpensesGrp/Desc3PBF FUND BASIS CHARGE
IRS990/OtherExpensesGrp/TotalAmt0227279
IRS990/OtherExpensesGrp/TotalAmt111232354
IRS990/OtherExpensesGrp/TotalAmt21859268
IRS990/OtherExpensesGrp/TotalAmt31658143
IRS990/OtherLiabilitiesGrp/BOYAmt0494390
IRS990/OtherLiabilitiesGrp/EOYAmt0450680
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN M RIDLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PROCEEDS FROM LIFE INSURANCE PROG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028877020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028877020
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017826399
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01096171563
IRS990/PYOtherExpensesAmt018493699
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020148511
IRS990/PYRevenuesLessExpensesAmt01079999976
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036320098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01116320074
IRS990/ReconcilationRevenueExpnssAmt085466584
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018212548
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08345460
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0450680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01832179317
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TRUST-OWNED LIFE INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01832179317
IRS990ScheduleD/TotalLiabilityAmt0450680
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND ADVISORY COMMITTEE (FAC) HAS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE TRUST TO THE MEMBERS OF THE PENSION AND BENEFIT INVESTMENTS (PBI) STAFF. THE PBI STAFF REVIEWS THE 990 AND 990-T PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOLLOWING COMMITTEES ARE AUTHORIZED TO ACT ON BEHALF OF THE TRUST: THE EMPLOYEE BENEFITS COMMITTEE (EBC) AND THE FUND ADVISORY COMMITTEE (FAC). EACH COMMITTEE HOLD REGULAR MEETINGS AND MINUTES OF THOSE MEETINGS ARE DOCUMENTED AND MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, LINES 8A AND 8B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0350470950
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PHARMACEUTICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ELI LILLY AND COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0LILLY CORPORATECENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046285
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01593054585
IRS990/TotalAssetsEOYAmt01840534637
IRS990/TotalAssetsGrp/BOYAmt01593054585
IRS990/TotalAssetsGrp/EOYAmt01840534637
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt075595631
IRS990/TotalGrossUBIAmt0495220
IRS990/TotalLiabilitiesBOYAmt0494390
IRS990/TotalLiabilitiesEOYAmt0450680
IRS990/TotalLiabilitiesGrp/BOYAmt0494390
IRS990/TotalLiabilitiesGrp/EOYAmt0450680
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01592560195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01840083957
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt028877020
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0131689975
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028877020
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161062215
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0495220
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01593054585
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01840534637
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0LILLY CORPORATE CENTER
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046285
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN M RIDLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADVISORY COMMITTEE DELEGATE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172762000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELI LILLY & CO MASTER TRUST FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST-RETIREMENT MEDICAL BENEFITS
ReturnHeader/Filer/BusinessNameControlTxt0ELIL
ReturnHeader/Filer/EIN0356476478
ReturnHeader/Filer/PhoneNum03172762000
ReturnHeader/Filer/USAddress/AddressLine1Txt0LILLY CORPORATE CENTER
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046285
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D698DD2308E3DAF4653FA6F41F4FCDAC07F8918C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.225.103.38
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:37:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE HUISMANN
ReturnHeader/ReturnTs02020-11-13T11:21:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,840,534,637
Liabilities
$450,680
Net assets
$1,840,083,957
Revenue
$161,062,215
Expenses
$75,595,631
Net income
$85,466,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,499$27.4$1,471$66.8$115$48.1
2023Detailed filing. Detailed filing data is available for this year.$1,542$0.32$1,541$53.3$68.8$15.5
2022Detailed filing. Detailed filing data is available for this year.$1,485$0.35$1,485$193$71.4$264
2021Detailed filing. Detailed filing data is available for this year.$2,185$0.60$2,184$197$74.5$123
2020Detailed filing. Detailed filing data is available for this year.$2,215$0.40$2,215$390$64.0$326
2019Detailed filing. Detailed filing data is available for this year.$1,841$0.45$1,840$161$75.6$85.5
2018Detailed filing. Detailed filing data is available for this year.$1,593$0.49$1,593$1,116$36.3$1,080