Civic Intelligence

Eli Lilly & Co Master Trust For

990 • Fiscal year 2023 • EIN 35-6476478

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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.

2023 filings • $1B+ nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Net Margin

7th percentile

-29%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Top Officer Pay

6th percentile

$23,331

Higher top officer pay than 6% of similar nonprofits.

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

2023 filings • $1B+ nonprofits • Source year 2023

Asset Growth

47th percentile

3.8%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$1,541,646,017

Up $56,566,157 (+3.8%) from 2022

Net Assets

Up

$1,541,329,374

Up $56,596,649 (+3.8%) from 2022

Liabilities

Down

$316,643

Down $30,492 (-8.8%) from 2022

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin7th percentile

Revenue

Up

$53,256,389

Up $245,960,445 (+128%) from 2022

Expenses

Down

$68,755,075

Down $2,626,780 (-3.7%) from 2022

Net Income

Up

-$15,498,686

Up $248,587,225 (+94%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$1,541,646,017
Liabilities$316,643
Net Assets$1,541,329,374
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$53,256,389
Expenses$68,755,075
Net Income-$15,498,686
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$143,778,437
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$1,484,732,725$1,541,329,374▲ $56,596,649
Investments Other Securities$1,470,830,037$1,526,525,246▲ $55,695,209
Savings and Temporary Cash Investments$14,200,058$15,050,892▲ $850,834
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,485,079,860$1,541,646,017▲ $56,566,157
Other Assets Total$49,765$69,879▲ $20,114
Liabilities
Other Liabilities$347,135$316,643▼ $30,492
Total Liabilities$347,135$316,643▼ $30,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,484,732,725$1,541,329,374▲ $56,596,649
Total Liabilities and Net Assets / Fund Balance$1,485,079,860$1,541,646,017▲ $56,566,157

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,526,525,246--
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleBaseTotal
-Trustee$23,331$23,331
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,522,086
Investment Income
$20,734,303
Other Revenue
$0
Change in Net Assets
$-15,498,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,083,342
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---$53,671,733
Fees for Service Investment Mgmnt Fees---$1,717,146
Other Expenses---$1,339,981
All Other Expenses---$394,803
Fees for Services Other---$72,499
Fees for Services Accounting---$38,700
Fees for Services Legal---$176
Total Functional Expenses$0$0$0$68,755,075
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$316,643
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
Jane a Kirkham
Title
Fund Advisory Committee Delegate
Phone
3172762000
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane a Kirkham
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 300, AUBURN HILLS, MI 48326
Preparer
David Lowenthal
Phone
2483757100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate uncertain tax positions taken by the plan. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the irs. The plan administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 31, 2023, there are no uncertain positions expected to be taken. The plan has recognized no interest or penalties related to uncertain tax positions. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix296 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/TotalAmt0394803
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt053671733
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE A KIRKHAM
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/BOYAmt01484732725
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01541329374
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt053671733
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020734303
IRS990/CYOtherExpensesAmt015083342
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt032522086
IRS990/CYRevenuesLessExpensesAmt0-15498686
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt068755075
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053256389
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/TotalAmt038700
IRS990/FeesForServicesLegalGrp/TotalAmt0176
IRS990/FeesForServicesOtherGrp/TotalAmt072499
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01717146
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/ReportableCompFromOrgAmt023331
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-54982741
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035539307
IRS990/GrossReceiptsAmt0143778437
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt074531696
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075717044
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01185348
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01470830037
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01526525246
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090522048
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 HEALTH AND OTHER BENEFIT PAYMENTS TO RETIRED EMPLOYEES, THEIR DEPENDENTS AND BENEFICIARIES AS AUTHORIZED AND DEFINED BY THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01484732725
IRS990/NetAssetsOrFundBalancesEOYAmt01541329374
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-54982741
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-54982741
IRS990/NetUnrelatedBusTxblIncmAmt01103517
IRS990/NetUnrlzdGainsLossesInvstAmt072095335
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt049765
IRS990/OtherAssetsTotalGrp/EOYAmt069879
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAXES
IRS990/OtherExpensesGrp/Desc1COST OF INSURANCE
IRS990/OtherExpensesGrp/Desc2PBF FUND BASIS CHARGE
IRS990/OtherExpensesGrp/Desc3ADMIN. EXP. REIMBURSEME
IRS990/OtherExpensesGrp/TotalAmt0505000
IRS990/OtherExpensesGrp/TotalAmt19479428
IRS990/OtherExpensesGrp/TotalAmt21535609
IRS990/OtherExpensesGrp/TotalAmt31339981
IRS990/OtherLiabilitiesGrp/BOYAmt0347135
IRS990/OtherLiabilitiesGrp/EOYAmt0316643
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANE A KIRKHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PROCEEDS FROM LIFE INSURANCE PROG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032522086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032522086
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt055427298
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-224463187
IRS990/PYOtherExpensesAmt015954557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt031759131
IRS990/PYRevenuesLessExpensesAmt0-264085911
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt071381855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-192704056
IRS990/ReconcilationRevenueExpnssAmt0-15498686
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014200058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015050892
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0316643
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01526525246
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TRUST-OWNED LIFE INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE PLAN. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS EXPECTED TO BE TAKEN. THE PLAN HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01526525246
IRS990ScheduleD/TotalLiabilityAmt0316643
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 CORPORATE CENTER
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/TotalAssetsBOYAmt01485079860
IRS990/TotalAssetsEOYAmt01541646017
IRS990/TotalAssetsGrp/BOYAmt01485079860
IRS990/TotalAssetsGrp/EOYAmt01541646017
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt068755075
IRS990/TotalGrossUBIAmt01185348
IRS990/TotalLiabilitiesBOYAmt0347135
IRS990/TotalLiabilitiesEOYAmt0316643
IRS990/TotalLiabilitiesGrp/BOYAmt0347135
IRS990/TotalLiabilitiesGrp/EOYAmt0316643
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01484732725
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01541329374
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt032522086
IRS990/TotalReportableCompFromOrgAmt023331
IRS990/TotalRevenueGrp/ExclusionAmt019548955
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032522086
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053256389
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01185348
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01485079860
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01541646017
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE A KIRKHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADVISORY COMMITTEE DELEGATE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172762000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02024-11-15T09:45:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,541,646,017
Liabilities
$316,643
Net assets
$1,541,329,374
Revenue
$53,256,389
Expenses
$68,755,075
Net income
-$15,498,686
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