INDIANA UNIVERSITY FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY FOUNDATION (EIN 35-6018940)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-05-11
IRS object ID: 201841319349300024
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-11T07:35:47-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 S Wacker Drive Ste 800	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	356018940	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Indiana University Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INDI	BusinessNameControlTxt
Phone	8128558311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 500	AddressLine1Txt
City	Bloomington	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47402	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Smith	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	8128558311	PhoneNum
Signature	2018-05-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Zack Fortsch	PreparerPersonNm
PTIN	P00052725	PTIN
Phone	3126343400	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Daniel Smith	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 500	AddressLine1Txt
City	Bloomington	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47402	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,413,365,163	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.iufoundation.iu.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1936	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	To maximize private philanthropic support for Indiana University	ActivityOrMissionDesc
Voting Members Governing Body	24	VotingMembersGoverningBodyCnt
Voting Members Independent	22	VotingMembersIndependentCnt
Total Employee	402	TotalEmployeeCnt
Total Volunteers	3800	TotalVolunteersCnt
Total Gross UBI	$588,247	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$192,667,048	PYContributionsGrantsAmt
CY Contributions Grants	$193,068,041	CYContributionsGrantsAmt
PY Program Service Revenue	$26,197,314	PYProgramServiceRevenueAmt
CY Program Service Revenue	$29,091,545	CYProgramServiceRevenueAmt
PY Investment Income	$75,518,682	PYInvestmentIncomeAmt
CY Investment Income	$74,597,146	CYInvestmentIncomeAmt
PY Other Revenue	$8,205,835	PYOtherRevenueAmt
CY Other Revenue	$7,611,496	CYOtherRevenueAmt
PY Total Revenue	$302,588,879	PYTotalRevenueAmt
CY Total Revenue	$304,368,228	CYTotalRevenueAmt
PY Grants And Similar Paid	$135,185,047	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$160,284,902	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$23,179,233	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$24,274,656	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$21,002,502	CYTotalFundraisingExpenseAmt
PY Other Expenses	$49,561,516	PYOtherExpensesAmt
CY Other Expenses	$39,428,456	CYOtherExpensesAmt
PY Total Expenses	$207,925,796	PYTotalExpensesAmt
CY Total Expenses	$223,988,014	CYTotalExpensesAmt
PY Revenues Less Expenses	$94,663,083	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$80,380,214	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,601,155,584	TotalAssetsBOYAmt
Total Assets EOY	$2,861,379,262	TotalAssetsEOYAmt
Total Liabilities BOY	$475,908,049	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$498,534,554	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,125,247,535	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,362,844,708	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The Indiana University Foundation (IUF) maximizes private philanthropic support for Indiana University by fostering lifelong relationships with key stakeholders and providing advancement leadership and fundraising services for campuses and units across the university.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$46,538,773	ExpenseAmt
Grant	$46,538,773	GrantAmt
Revenue	$4,420,253	RevenueAmt
Desc	Student Scholarship and Financial Aid support - Indiana University undergraduate and graduate students received more than $46.5 million in scholarships, fellowships, loans and awards from private gift support. Students received scholarship support across all programs and units of the University. With the University seeing record enrollment numbers, private gift support is critical to ensuring that all willing students are able to explore their educational opportunities, experience college life, and efficiently manage tuition costs and debt loads. In 2017, approximately 11,000 scholarships supporting University students were funded by private gift support. (See Schedule O; page 61 for additional discussion)IUF emphasizes and incentivizes philanthropic support of scholarships. Matching funds provided for donor gifts of $50,000 or more, incentivize giving to endowed scholarships and fellowships. IU and IUF development officers engage prospects with regard to the financial needs of students and are educated about student financial needs. Approximately 3,750 endowed scholarships and fellowships have been newly established through IU's Bicentennial Campaign match as of 12/31/2017.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$44,336,317	ExpenseAmt
Grant	$44,336,317	GrantAmt
Revenue	$4,211,064	RevenueAmt
Desc	Faculty Support and Research - With nearly $42.6 million from IUF, University faculty and staff received additional support allowing for increased research opportunities and improved classroom experiences for all students. Private gift support helps meet the University's goal to attract and retain world-class faculty, which ultimately attracts the best and brightest students. During 2017, the number of endowed faculty positions (chairs, professorships and fellowships) increased to more than 600.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$29,478,831	ExpenseAmt
Grant	$29,478,831	GrantAmt
Revenue	$2,799,899	RevenueAmt
Desc	Academic & Student Program Support - The IUF provided nearly $29.5 million to the University to support academic & student programs. These funds enable dedicated students to develop skills and knowledge for growth and success by offering high-quality, responsive academic and student programs by employing best practices in teaching and learning; adding to the accumulated body of knowledge and creative work; enriching the community through cultural leadership and providing resources for problem solving.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$39,930,981	$39,930,981	$3,792,645	Endowment Capital Additions and FacilitiesThe IUF provided nearly $40 million to the University in support of new building construction, renovation and equipment needs. State-of-the-art facilities help the University attract high-caliber faculty and students. These facilities provide space, environments, and technologies that promote the highest levels of teaching, learning and research.
$25,952,406		$19,866,292	Investment Management The primary investment objective of the IUF's asset management program is to achieve an annualized total return (net of fees and expenses), through appreciation and income, equal to or greater than the rate of inflation (as measured by the broad, domestic Consumer Price Index) plus any spending and administrative expenses thus, at a minimum, maintaining the purchasing power of those assets managed by the IUF. The assets are to be managed in a manner that will meet the primary investment objective, and where possible, to seek growth above the objective, while at the same time attempting to limit volatility for year-to-year spending.The IUF has adopted endowment investment and spending policies that attempt to provide a purchasing power of endowment assets. Under this policy, endowment assets are invested in a manner that is intended to yield a long-term rate of return that exceeds the distribution rate, inflation, and administrative fees of the endowment, while assuming a prudent level of investment risk. Actual results may not be sufficient to achieve this over some shorter time frames.Working with top-tier investment managers allows IUF to appropriately diversify our investment portfolio to achieve target returns with less volatility than achieved with traditional investments. Reducing volatility is imperative to those who rely on annual endowment income, such as students receiving renewable scholarships or faculty receiving annual salary support. Investment performance has historically exceeded our targets net of fees to managers. Over the past decade, we have outperformed our target weighted benchmark by 0.2% per annum.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$65,883,387	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$39,930,981	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$23,658,937	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$186,237,308	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	536	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	402	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (1)	Form8282PropertyDisposedOfInd
Form8282 Filed	3	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	24	GoverningBodyVotingMembersCnt
Independent Voting Member	22	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Catherine L Melvin	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8128558311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 500	AddressLine1Txt
City	Bloomington	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47402	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (83 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Michael McRobbie
Board Chair, IUF Board Dir	0.00	Yes (X)	Yes (X)	$0	$0	$0
Kathryn E Booth
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Clarence H Doninger
IUF Board Director	0.00	Yes (X)		$0	$0	$0
David G Elmore
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Ann S Harrison
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Steven H Henke
IUF Board Director	0.00	Yes (X)		$0	$0	$0
V William Hunt
IUF Board Director	0.00	Yes (X)		$0	$0	$0
David H Jacobs Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Dale Ellen Leff
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Randall C Morgan Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Norman E Pfau Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Lynn E Reichle
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Thomas D Rush
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Scott C Schurz
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard C Searles
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Patrick A Shoulders
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Cynthia Simon Skjodt
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Julie Inskeep
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Stephen A Stitle
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gregg T Summerville
IUF Board Director	0.00	Yes (X)		$0	$0	$0
W Michael Wells
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Bill C Brown
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gayle K Cook
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Ellen C Gignilliat
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alan B Gilman
IUF Board Director	0.00	Yes (X)		$0	$0	$0
PA Mack Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Robert H McKinney
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Joseph T Morrow
IUF Board Director	0.00	Yes (X)		$0	$0	$0
John D Peterson Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Harry L Gonso
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Sandra E Laney
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gary J Anderson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Lacy M Johnson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Michael D Shumate
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Randall L Tobias
IUF Board Director	0.00	Yes (X)		$0	$0	$0
William Buckner
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Jeffrey Fettig
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alan Graf Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Kathleen Ligocki
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Rose Mays
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Glen Scolnik
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Randolph Seger
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Robert Zerbe
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Jane M Jorgensen
IUF Board Director	0.00	Yes (X)		$0	$0	$0
J Robert Quigg III
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard L Johnson Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Louis G Jordan
IUF Board Director	0.00	Yes (X)		$0	$0	$0
MaryEllen Bishop
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alisa Hendrix
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard E Woosnam
IUF Board Director	0.00	Yes (X)		$0	$0	$0
James R Hodge
Treasurer	0.00	Yes (X)	Yes (X)	$0	$0	$0
Milton R Stewart
Vice Chairman	0.00	Yes (X)	Yes (X)	$0	$0	$0
Daniel C Smith
President & CEO	40.00	Yes (X)	Yes (X)	$448,092	$0	$98,227
Julie A Davis
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Curtis A Ferguson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
James D Fielding
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Kim I Pressman
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Steven A Martin
Assistant Corp Secretary	0.00		Yes (X)	$0	$0	$0
Richard Dupree
Executive VP for Development	40.00		Yes (X)	$317,581	$0	$73,647
Jeffrey D Stumpf
Exec VP for Finance & Operations	40.00		Yes (X)	$268,196	$0	$65,908
Gary Stratten
Executive VP & CIO	40.00		Yes (X)	$427,023	$0	$76,097
Stacy Knapper
Exec VP, Gen Counsel, Corp Secretary	40.00		Yes (X)	$116,697	$0	$34,513
Laurie Burns McRobbie
Senior Advisor, IUF	40.00			$166,645	$0	$44,350	Yes (X)
Sheila Decker
Associate VP, Administration	40.00			$184,585	$0	$61,091	Yes (X)
Gina M Reel
Associate VP, Finance	40.00			$154,127	$0	$38,181	Yes (X)
Anne Wymore
Associate VP, Mktg Adv	40.00			$195,504	$0	$56,302	Yes (X)
Bryan Melvin
Associate VP, Prin and Intnl Gifts	40.00			$179,669	$0	$42,053	Yes (X)
Jeff Lambright
Associate VP, Int Audit & Risk Mgmt	40.00			$151,687	$0	$55,607	Yes (X)
Sarah Beggs
Chief of Staff	40.00			$176,044	$0	$59,849	Yes (X)
Catherine Melvin
Controller	40.00			$156,916	$0	$48,586	Yes (X)
D Abe Weldy
Director, Alternative Investments	40.00			$260,856	$0	$67,572	Yes (X)
James Bergstrom
Director, Investments	40.00			$263,693	$0	$73,535	Yes (X)
Dorothy Metaj
VP Indianapolis	40.00			$245,415	$0	$53,643	Yes (X)
Paula Jenkins
VP Bloomington	40.00			$228,523	$0	$54,308	Yes (X)
Jeff Lindauer
VP, Adv. Services, Mgr Cap Campaign	40.00			$213,356	$0	$37,152	Yes (X)
Mary Bonk
VP, Advancement Technology	40.00			$210,891	$0	$47,519	Yes (X)
Joyce Rogers
External Relations for DEMA	40.00			$250,777	$0	$65,880	Yes (X)
Johnathan Purvis
VP, Developemnt, Reg Campuses	40.00			$161,206	$0	$57,317	Yes (X)
Eric DeHaan
Associate VP, International Dev	40.00			$157,355	$0	$56,698		Yes (X)
John Wilhite
Assistant VP, Real Estate	40.00			$142,953	$0	$47,272		Yes (X)
Brandon O'Leary
Exec Dir, Mgmt Advisory Services	40.00			$137,344	$0	$44,768		Yes (X)
Brian Yeley
AVP, Gift Planning Service	40.00			$143,559	$0	$54,194		Yes (X)
Kim Van Lue
AVP, Talent Mgmt and HR	40.00			$128,288	$0	$40,493		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,486,982	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,454,762	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	34	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Cambridge Associates
125 High Street	Boston	MA	02110	Investment Consultant	$1,575,000
Champlain Investment Partners
180 Battery Street	Burlington	VT	05401	Investment Manager	$600,518
Snyder Capital Management LP
101 Mission Street	San Francisco	CA	94105	Investment Manager	$553,505
Templeton Investment Counsel
One Franklin Parkway	San Mateo	CA	94403	Investment Manager	$393,090
William Blair & Company LLC
150 North Riverside Plaza	Chicago	IL	60606	Investment Manager	$375,313

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	14	CntrctRcvdGreaterThan100KCnt
Fundraising	$36,000	FundraisingAmt
All Other Contributions	$193,032,041	AllOtherContributionsAmt
Noncash Contributions	$57,438,922	NoncashContributionsAmt
Total Contributions	$193,068,041	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management Fees	900099	$19,866,292	$19,866,292
Development Sv Support	900099	$6,082,427	$6,082,427
Telefund Service Fee	900099	$101,496	$101,496

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,041,330	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,925,097	RelatedOrExemptFuncIncomeAmt
Exclusion	$116,233	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$29,091,545	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,922,375	TotalRevenueColumnAmt
Exclusion	$20,922,375	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$794,601	TotalRevenueColumnAmt
Exclusion	$794,601	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$5,611,563	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,680,126	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,931,437	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,931,437	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,931,437	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,157,395,000	SecuritiesAmt
Other	$2,141,810	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,103,669,059	SecuritiesAmt
Other	$2,192,980	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$53,725,941	SecuritiesAmt
Other	-$51,170	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,674,771	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$51,170	RelatedOrExemptFuncIncomeAmt
Exclusion	$53,725,941	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$517,407	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$36,000	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$454,770	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$62,637	TotalRevenueColumnAmt
Exclusion	$62,637	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Life Ins inc & proc	900099	$1,057,758	$1,057,758
Income/Loss from K-1's	525990	$588,247		$588,247

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,176,816	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,176,816	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$3,822,821	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$304,368,228	TotalRevenueColumnAmt
Related Or Exempt Func Income	$35,090,153	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$588,247	UnrelatedBusinessRevenueAmt
Exclusion	$75,621,787	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$158,510,740	TotalAmt
Program Services	$158,510,740	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$7,600	TotalAmt
Program Services	$7,600	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,766,562	TotalAmt
Program Services	$1,766,562	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,988,821	TotalAmt
Management And General	$2,656,957	ManagementAndGeneralAmt
Fundraising	$3,331,864	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$54,570	TotalAmt
Management And General	$24,210	ManagementAndGeneralAmt
Fundraising	$30,360	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$13,489,461	TotalAmt
Management And General	$5,984,637	ManagementAndGeneralAmt
Fundraising	$7,504,824	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,441,928	TotalAmt
Management And General	$639,715	ManagementAndGeneralAmt
Fundraising	$802,213	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,237,933	TotalAmt
Management And General	$992,865	ManagementAndGeneralAmt
Fundraising	$1,245,068	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,061,943	TotalAmt
Management And General	$471,134	ManagementAndGeneralAmt
Fundraising	$590,809	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$97,081	TotalAmt
Management And General	$43,070	ManagementAndGeneralAmt
Fundraising	$54,011	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$327,761	TotalAmt
Management And General	$145,412	ManagementAndGeneralAmt
Fundraising	$182,349	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$25,952,406	TotalAmt
Program Services	$25,952,406	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,231,008	TotalAmt
Management And General	$546,140	ManagementAndGeneralAmt
Fundraising	$684,868	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$80,320	TotalAmt
Management And General	$35,634	ManagementAndGeneralAmt
Fundraising	$44,686	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,114,740	TotalAmt
Management And General	$938,210	ManagementAndGeneralAmt
Fundraising	$1,176,530	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,467,301	TotalAmt
Management And General	$1,094,625	ManagementAndGeneralAmt
Fundraising	$1,372,676	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,789,102	TotalAmt
Management And General	$793,740	ManagementAndGeneralAmt
Fundraising	$995,362	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,384,355	TotalAmt
Management And General	$1,057,826	ManagementAndGeneralAmt
Fundraising	$1,326,529	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$525,695	TotalAmt
Management And General	$233,226	ManagementAndGeneralAmt
Fundraising	$292,469	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$372,145	TotalAmt
Management And General	$165,103	ManagementAndGeneralAmt
Fundraising	$207,042	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$737,911	TotalAmt
Management And General	$327,376	ManagementAndGeneralAmt
Fundraising	$410,535	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,348,631	TotalAmt
Management And General	$598,324	ManagementAndGeneralAmt
Fundraising	$750,307	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$223,988,014	TotalAmt
Program Services	$186,237,308	ProgramServicesAmt
Management And General	$16,748,204	ManagementAndGeneralAmt
Fundraising	$21,002,502	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$164,296,662	BOYAmt
EOY	$196,425,603	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$196,357,812	BOYAmt
EOY	$176,233,314	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$96,606,303	BOYAmt
EOY	$82,818,639	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$629,878	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$104,329,839	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$27,392,121	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$68,721,781	BOYAmt
EOY	$76,937,718	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,146,648,696	BOYAmt
EOY	$1,338,171,230	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$927,894,452	BOYAmt
EOY	$990,792,758	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,601,155,584	BOYAmt
EOY	$2,861,379,262	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,908,852	BOYAmt
EOY	$7,256,613	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$549,632	BOYAmt
EOY	$498,680	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$469,449,565	BOYAmt
EOY	$490,779,261	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$475,908,049	BOYAmt
EOY	$498,534,554	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$50,761,539	BOYAmt
EOY	$65,679,207	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$831,736,474	BOYAmt
EOY	$890,670,972	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,242,749,522	BOYAmt
EOY	$1,406,494,529	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,125,247,535	BOYAmt
EOY	$2,362,844,708	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,601,155,584	BOYAmt
EOY	$2,861,379,262	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$80,380,214	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$160,506,776	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$3,289,817	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
College Organization	Yes (X)	CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$128,889,858	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$151,457,232	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$134,762,439	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$192,667,048	CurrentTaxYearMinus1YearAmt
Current Tax Year	$193,068,041	CurrentTaxYearAmt
Total	$800,844,618	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$128,889,858	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$151,457,232	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$134,762,439	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$192,667,048	CurrentTaxYearMinus1YearAmt
Current Tax Year	$193,068,041	CurrentTaxYearAmt
Total	$800,844,618	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$68,929,816	SubstantialContributorsTotAmt
Public Support Total170	$731,914,802	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,543,579	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,823,500	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,090,479	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,658,405	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,328,539	CurrentTaxYearAmt
Total	$93,444,502	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,239,217	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,028,159	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,824,850	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,715,703	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,587,470	CurrentTaxYearAmt
Total	$26,395,399	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$920,684,519	TotalSupportAmt
Gross Receipts Rltd Activities	$125,458,862	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.79500	PublicSupportCY170Pct
Public Support PY170	0.84970	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	1	TotalEasementsCnt
Total Acreage	0.00	TotalAcreageCnt
Historic Structure Easements	1	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	1	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	10.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$0	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,764,503,798	BeginningYearBalanceAmt
Contributions	$125,413,610	ContributionsAmt
Investment Earnings Or Losses	$194,248,892	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$100,945,225	AdministrativeExpensesAmt
End Year Balance	$1,983,221,076	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,862,189,406	BeginningYearBalanceAmt
Contributions	$86,651,476	ContributionsAmt
Investment Earnings Or Losses	-$98,475,896	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$85,861,188	AdministrativeExpensesAmt
End Year Balance	$1,764,503,798	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,823,484,366	BeginningYearBalanceAmt
Contributions	$86,270,343	ContributionsAmt
Investment Earnings Or Losses	$33,040,312	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$80,605,615	AdministrativeExpensesAmt
End Year Balance	$1,862,189,406	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,582,805,651	BeginningYearBalanceAmt
Contributions	$95,292,491	ContributionsAmt
Investment Earnings Or Losses	$233,535,693	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$88,149,469	AdministrativeExpensesAmt
End Year Balance	$1,823,484,366	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,417,184,598	BeginningYearBalanceAmt
Contributions	$92,831,098	ContributionsAmt
Investment Earnings Or Losses	$142,945,921	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$70,155,966	AdministrativeExpensesAmt
End Year Balance	$1,582,805,651	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01400	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.65100	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.33500	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$19,005,379	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$24,380,909	OtherCostOrOtherBasisAmt
Book Value	$43,386,288	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$55,141,642	OtherCostOrOtherBasisAmt
Depreciation	$22,907,799	DepreciationAmt
Book Value	$32,233,843	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,923,593	OtherCostOrOtherBasisAmt
Depreciation	$2,465,254	DepreciationAmt
Book Value	$458,339	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,878,316	OtherCostOrOtherBasisAmt
Depreciation	$2,019,068	DepreciationAmt
Book Value	$859,248	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$76,937,718	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Institutional Funds, Cash and Equiv & Commercial Paper	$44,621,644	F
Private Equity	$946,171,114	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$990,792,758	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Accumulated Trust Liability	$34,766,305
Collateral Under Securities Lending Agreement	$98,059,082
Due to Indiana University	$230,265,823
Assets Held for University Affiliates	$39,937,217
Due to Brokers	$87,750,834

Field	Value	IRS element (for citing)
Total Liability	$490,779,261	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$445,599,881	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$160,506,776	NetUnrealizedGainsInvstAmt
Other Revenue	$7,265,530	OtherRevenueAmt
Revenue Not Reported	$167,772,306	RevenueNotReportedAmt
Revenue Subtotal	$277,827,575	RevenueSubtotalAmt
Other Revenues Not Included	$26,540,653	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$26,540,653	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$304,368,228	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$208,002,708	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$9,967,100	OtherExpensesIncludedAmt
Expenses Not Reported	$9,967,100	ExpensesNotReportedAmt
Expenses Subtotal	$198,035,608	ExpensesSubtotalAmt
Other Expenses Not Included	$25,952,406	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$25,952,406	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$223,988,014	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Line 9:	IUF reports its conservation easement on the income statement consistent with treatment for ordinary revenues and expenses on the financial statements. The building with the historical easement is being reported on the balance sheet at cost and is being depreciated over the life of the building.
Part V, Line 4:	The intended uses of the organization's endowment funds are to support Indiana University as it carries out its missions of teaching, research and public service.
Part X, Line 2:	Accounting Standards Codification (ASC) 740-10, Accounting for Uncertainty in Income Taxes, prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The IUF is subject to routine audits by taxing jurisdications; however, there are currently no audits for any tax periods in progress. The IUF believes it is no longer subject to income examinations for years prior to 2014. As of June 30, 2017 and 2016, the IUF has no uncertain tax positions.
Part XI, Line 2d - Other Adjustments:	Rental Expense 2,680,126. Fundraising Event Expenses 454,770. Change in Value of Split Interest Agreements 4,130,635. Rounding -1.
Part XI, Line 4b - Other Adjustments:	Management Fees 25,952,406. Income/Loss from K-1's 588,247.
Part XII, Line 2d - Other Adjustments:	Rental Expense 2,680,126. Fundraising Event Expenses 454,770. Pledge Write offs 6,832,205. Rounding -1.
Part XII, Line 4b - Other Adjustments:	Management Fees 25,952,406.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
Central America and the Caribbean	Investment	$320,698,927
East Asia and the Pacific	Fundraising	$50,304	0	0
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,	University Partnership/Alumni Relations	$26,890	0	0
Europe (Including Iceland & Greenland)	Investment	$13,915,846
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium	University Partnership/Alumni Relations	$14,664	0	0
North America	University Partnership/Alumni Relations	$5,719	0	0
North America - Canada and Mexico, but not the United States	Investment	$2,704,838
South Asia	Fundraising/Representation	$23,111	0	0
Russia and Neighboring States	Grantmaking	$617,000	0	0
Europe (Including Iceland & Greenland)	Grantmaking	$1,149,562	0	0

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$337,440,299	SubtotalSpentAmt
Continuation Spent	$1,766,562	ContinuationSpentAmt
Total Spent	$339,206,861	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Russia and Neighboring States - Armenia, Azerbijan, Belarus,	Operating Expenses	$617,000	Bank Draft
Europe (Including Iceland & Greenland)	Operating Expenses	$1,149,562	Bank Draft

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 2:

The grant and assistance payments are verified with internal documents to ensure donor intent and criteria have been met before the payments are made.

Schedule F, Part I, Line 3:

The foreign activities that the IUF has been able to reasonably identify for either direct or indirect (thru reimbursement) support have been listed in Schedule F. The IUF exists to support the activities of Indiana University. There are activities supported by Indiana University, both domestic and foreign, that are reimbursed from IUF accounts. The IUF does not have a reasonable means to determine precisely if expenses reimbursed to Indiana University are foreign or domestic in nature. Appropriate due diligence has been taken to identify those which may be reportable.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Little 500 Races	Event1Nm
Gross Receipts Event1	$546,527	GrossReceiptsEvent1Amt
Charitable Contri Event1	$36,000	CharitableContriEvent1Amt
Gross Revenue Event1	$510,527	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$35,250	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$133,889	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$276,070	OtherDirectExpensesEvent1Amt
Event2	Fall Cycling	Event2Nm
Gross Receipts Event2	$6,880	GrossReceiptsEvent2Amt
Charitable Contri Event2	$0	CharitableContriEvent2Amt
Gross Revenue Event2	$6,880	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$2,286	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$7,275	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$553,407	GrossReceiptsTotalAmt
Charitable Contributions Tot	$36,000	CharitableContributionsTotAmt
Gross Revenue Total Events	$517,407	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$35,250	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$136,175	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$283,345	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$454,770	DirectExpenseSummaryEventsAmt
Net Income Summary	$62,637	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$29,470,487	Academic and Student Program Support
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$46,531,171	Student Scholarship and Financial Aid
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$42,569,755	Faculty Support & Research
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$39,930,983	Endowment and Capital Additions
University of Pittsburgh
128 North Craig Street	Pittsburgh	PA	15260	250965591	Gov't Entity	$8,344	Academic and Student Program Support

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships, general	GrantTypeTxt
Recipient	2	RecipientCnt
Cash Grant	$7,600	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	The grant and assistance payments are verified with internal documents to ensure donor intent and criteria have been met before the payments are made.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Daniel C Smith
President & CEO	$390,226	$0	$0	$0	$57,866	$0	$73,825	$0	$24,402	$0	$546,319	$0	$0	$0
Richard Dupree
Executive VP for Development	$300,373	$0	$0	$0	$17,208	$0	$33,825	$0	$39,822	$0	$391,228	$0	$0	$0
Jeffrey D Stumpf
Exec VP for Finance & Operations	$252,640	$0	$0	$0	$15,556	$0	$33,825	$0	$32,083	$0	$334,104	$0	$0	$0
Gary Stratten
Executive VP & CIO	$242,053	$0	$165,009	$0	$19,961	$0	$33,825	$0	$42,272	$0	$503,120	$0	$0	$0
Stacy Knapper
Exec VP, Gen Counsel, Corp Secretary	$94,046	$0	$15,000	$0	$7,651	$0	$11,789	$0	$22,724	$0	$151,210	$0	$0	$0
Laurie Burns McRobbie
Senior Advisor, IUF	$160,367	$0	$0	$0	$6,278	$0	$34,072	$0	$10,278	$0	$210,995	$0	$0	$0
Sheila Decker
Associate VP, Administration	$175,365	$0	$0	$0	$9,220	$0	$22,501	$0	$38,590	$0	$245,676	$0	$0	$0
Gina M Reel
Associate VP, Finance	$152,348	$0	$0	$0	$1,779	$0	$17,646	$0	$20,535	$0	$192,308	$0	$0	$0
Anne Wymore
Associate VP, Mktg Adv	$193,875	$0	$0	$0	$1,629	$0	$23,635	$0	$32,667	$0	$251,806	$0	$0	$0
Bryan Melvin
Associate VP, Prin and Intnl Gifts	$178,040	$0	$0	$0	$1,629	$0	$21,079	$0	$20,974	$0	$221,722	$0	$0	$0
Jeff Lambright
Associate VP, Int Audit & Risk Mgmt	$147,786	$0	$0	$0	$3,901	$0	$17,566	$0	$38,041	$0	$207,294	$0	$0	$0
Sarah Beggs
Chief of Staff	$174,415	$0	$0	$0	$1,629	$0	$21,383	$0	$38,466	$0	$235,893	$0	$0	$0
Catherine Melvin
Controller	$154,671	$0	$0	$0	$2,245	$0	$18,371	$0	$30,215	$0	$205,502	$0	$0	$0
D Abe Weldy
Director, Alternative Investments	$161,233	$0	$97,694	$0	$1,929	$0	$33,843	$0	$33,729	$0	$328,428	$0	$0	$0
James Bergstrom
Director, Investments	$164,070	$0	$97,694	$0	$1,929	$0	$33,825	$0	$39,710	$0	$337,228	$0	$0	$0
Dorothy Metaj
VP Indianapolis	$232,386	$0	$0	$0	$13,029	$0	$31,571	$0	$22,072	$0	$299,058	$0	$0	$0
Paula Jenkins
VP Bloomington	$214,981	$0	$0	$0	$13,542	$0	$28,558	$0	$25,750	$0	$282,831	$0	$0	$0
Jeff Lindauer
VP, Adv. Services, Mgr Cap Campaign	$206,040	$0	$5,000	$0	$2,316	$0	$26,078	$0	$11,074	$0	$250,508	$0	$0	$0
Mary Bonk
VP, Advancement Technology	$208,151	$0	$0	$0	$2,740	$0	$26,010	$0	$21,509	$0	$258,410	$0	$0	$0
Joyce Rogers
External Relations for DEMA	$248,383	$0	$0	$0	$2,394	$0	$32,263	$0	$33,617	$0	$316,657	$0	$0	$0
Johnathan Purvis
VP, Developemnt, Reg Campuses	$147,650	$0	$0	$0	$13,556	$0	$19,136	$0	$38,181	$0	$218,523	$0	$0	$0
Eric DeHaan
Associate VP, International Dev	$151,751	$0	$0	$0	$5,604	$0	$18,562	$0	$38,136	$0	$214,053	$0	$0	$0
John Wilhite
Assistant VP, Real Estate	$140,875	$0	$0	$0	$2,078	$0	$15,902	$0	$31,370	$0	$190,225	$0	$0	$0
Brandon O'Leary
Exec Dir, Mgmt Advisory Services	$135,415	$0	$0	$0	$1,929	$0	$14,896	$0	$29,872	$0	$182,112	$0	$0	$0
Brian Yeley
AVP, Gift Planning Service	$141,930	$0	$0	$0	$1,629	$0	$16,287	$0	$37,907	$0	$197,753	$0	$0	$0
Kim Van Lue
AVP, Talent Mgmt and HR	$126,527	$0	$0	$0	$1,761	$0	$14,743	$0	$25,750	$0	$168,781	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a	First Class or charter travel: The IUF maintains a policy governing all business expenses including travel. Should a business need (e.g. length of flight time, security concerns, lack of commercial air options, etc.) require the use of first-class or charter travel, the IUF Board of Directors has authorized the IUF CEO to approve its use. These costs were not treated as taxable income because the travel is business related. In compliance with the IRS intermediate sanctions rules and regulations, in order to be approved under IUF policy, first-class and charter travel must be deemed to be in the best interests of the IUF in order to merit approval. Travel for Companions: The IUF maintains a policy governing all business expenses which prohibits companion related expenses, except for the specifically defined role of Associate to the IUF President. The duties of this position, which are outlined in a formal policy and support the organization's mission, are fulfilled by the IUF President & CEO's spouse. The Associate to the IUF President incurs business related expenses on behalf of IUF, and those amounts are not treated as taxable. In all cases, travel for companions is considered in the IUF's efforts to ensure compliance with the intermediate sanctions law. Tax indemnification and gross-up payments: Tax indemnification and gross-up payments are only paid to staff in limited circumstances, and must be approved in accordance with IUF policies governing these types of payments. In the case of disqualified persons, indemnification payments are considered in the IUF's efforts to ensure compliance with the intermediate sanctions law. At least annually, the expenses incurred by all employees are reviewed to ensure appropriate taxation and reporting. Gross-up payments are established taking into account an estimated tax rate. However, employees receiving the payment are not grossed up for actual taxes incurred. The following gross-up payments were provided in 2016 in connection with the following items, and in all cases were treated as taxable income to the recipient: With the approval by the Executive Vice President for Finance & Operations and Assistant Corporate Secretary: a wireless communication allowance for cell phone and data services is made available to those staff who demonstrate a business purpose for these types of payments, such as staff who need to have access via cell and data communication and information after hours. During 2016 one-hundred-nineteen(119) employees received a wireless communication allowance. With the approval of the IUF Board of Directors: allowances are made available to the IUF President & CEO for long-term disability and supplemental retirement payments to provide future retirement restoration. *allowances for vehicles are made available to three Vice Presidents, four Executive Vice Presidents and the IUF President & CEO.
Part I, Line 4b	Eligible executives participate in various non-qualified deferred compensation plans organized under code section 457(f). The exact purpose of each plan varies, but they include: compensation limitation make-up plans, deferral of a portion of incentive bonus type plans and other attributes of a deferred compensation plan. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. Payments made in 2016: N/A Daniel Smith was credited with $40,000 and Laurie Burns McRobbie was credited with $15,000 in contributions to their respective deferred compensation accounts.
Part I, Line 5	The IUF Incentive Compensation Plan is available to key personnel in the Investment Department. The primary goal of the plan is retention of key investment staff who are responsible for helping the IUF to achieve top quartile investment performance relative to its peers while reducing the volatility of performance over time. This plan is based on the premise of true value of dollars added by staff over an appropriate benchmark, IUF's Target Weighted Benchmark, and over a three-year period. The calculation of amount of bonus awarded is based on a formula similar to the industry standard and provides for a cap as a percentage of salary. This plan was developed and recommended by the Investment Committee of the IUF Board of Directors and approved by the Compensation Committee.
Part I, Line 7	Management provides non-fixed payments in the form of bonuses available to all IUF staff from a discretionary fund. All bonuses are based on performance and merit.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Laurie Burns McRobbie
See Part V	$210,995	Employment	0
Molly Jorgensen
See Part V	$14,459	Employment of family member	0
Arabella McRobbie
See Part V	$54,570	Employment of family member	0
Bryan Melvin
See Part V	$221,722	Employment	0
Catherine Melvin
See Part V	$205,502	Employment	0
Rita Waltz
See Part V	$88,145	Employment of family member	0
LifeOmics Inc
See Part V	$215,000	See Part V	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV, Business Transactions Involving Interested Persons:	FormAndLineReferenceDesc
Explanation	(a) Name of Interested Person: Laurie Burns McRobbie(b) Relationship Between Interested Person and the Organization: Spouse of Michael McRobbie, IUF Chairman of Board(c) Amount of Transaction: $210,995(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Molly Jorgensen(b) Relationship Between Interested Person and the Organization: Daughter of Jane M. Jorgensen, IUF Board Director, and is employed as an IUF staff member(c) Amount of Transaction: $14,459(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Arabella McRobbie(b) Relationship Between Interested Person and the Organization: Daughter of Michael McRobbie, IUF Chairman of Board, and Laurie Burns McRobbie, IUF Key Employee, and is employed as an IUF staff member(c) Amount of Transaction: $54,570(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Bryan Melvin(b) Relationship Between Interested Person and the Organization: Spouse of Catherine Melvin, IUF Key Employee(c) Amount of Transaction: $221,722(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Catherine Melvin(b) Relationship Between Interested Person and the Organization: Spouse of Bryan Melvin, IUF Key Employee(c) Amount of Transaction: $205,502(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Rita Waltz(b) Relationship Between Interested Person and the Organization: Sister of Sheila Decker, IUF Key Employee, and is employed as an IUF staff member(c) Amount of Transaction: $88,145(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: LifeOmic, Inc.(b) Relationship Between Interested Person and the Organization: LifeOmic, Inc. is a 35% controlled entity of a substantial contributor of IUF. (c) Amount of Transaction: $215,000(d) Description of Transaction: This transaction between IUF and LifeOmic, Inc. is a one-time leasehold improvement reimbursement, set forth in a lease agreement assigned to IUF upon its purchase of the leased property. No exchange or quid pro quo benefit occurred as a result of this transaction. Additionally, no further transactions under this lease agreement will occur between IUF and LifeOmic, Inc.(e) Sharing of Organization's Revenues? No	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$201,450	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	699	ContributionCnt
Noncash Contributions Rpt F990	$54,862,379	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Listed Values	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$2,350,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$360	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Listed values	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$95	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Listed values	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Travel Exp.	28	$21,458	Actual costs
Yes (X)	Golf Tournament Supplies	3	$1,837	Actual costs
Yes (X)	Sports Tkts.	4	$1,018	Listed values
Yes (X)	Gift Cards	3	$325	Actual costs

Field	Value	IRS element (for citing)
Form8283 Received	32	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Column (b):	The number of contributions listed in column (b) of Part I are either the number of contributions or the number of items received, depending on the nature of the contribution.
Part I, Line 32b:	IUF hires realtors and auctioneers to assist with selling donated items.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	Lacy M. Johnson, IUF Board Director and Harry L. Gonso, IUF Board Director are partners at Ice Miller, LLP. Michael McRobbie, Board Chair and Laurie Burns McRobbie, IUF Key Employee are husband and wife. Catherine Melvin, IUF Key Employee and Bryan Melvin, IUF Key Employee are husband and wife.
Form 990, Part VI, Section B, line 11b	The Form 990 is completed by IUF staff. A management team comprised of the Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President, General Counsel and Corporate Secretary; Executive Vice President and Chief Investment Officer; Associate Vice President, Internal Audit and Risk Management; Vice President for Advancement Services & Managing Director of Capital Campaigns; Executive Vice President for Development; Controller; Associate Vice President, Finance; Associate Vice President, Talent Management and Human Resources; and Chief of Staff review the Form 990, including all schedules line-by-line to determine accuracy and validity. The IUF engages an independent accounting firm to review the Form 990. The President & CEO then reviews and signs the Form 990 and the independent accounting firm signs as preparer. The IUF Audit Committee reviews the completed Form 990, including all schedules, without redactions. Once signed, an electronic version of the public disclosure copy of Form 990 is made available to the IUF Board of Directors via the internet. The public disclosure copy is provided in order to more thoroughly protect the privacy of donors. The Form 990 is then filed electronically with the IRS.
Form 990, Part VI, Section B, line 12c	Each July, the IUF provides a copy of its Conflicts of Interest Policy to all directors and officers. Directors and officers are required to read and comply with the policy which requires, at a minimum, annually disclosing the existence or non-existence of any conflicts of interest, real or perceived, in writing to the IUF Board Secretary. The disclosures are reviewed by IUF staff including the Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President, General Counsel and Corporate Secretary; Executive Vice President and Chief Investment Officer; Board Secretary; Associate Vice President, Internal Audit and Risk Management; Chief of Staff; Associate Vice President, Finance; and the Assistant Vice President, Real Estate to determine validity and completeness based on staff knowledge of IUF activities and transactions. The results of this review, along with every disclosure in its entirety, are provided to the IUF Audit Committee Chair and Vice Chair. A report is then made by the Audit Committee Chair to the full Audit Committee. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Board and all relevant Board committees. In addition to the Conflicts of Interest Policy, each July the IUF provides a background survey and a request for information for Form 990 disclosures to all officers, directors and key employees. As with the Conflicts of Interest, disclosures related to the survey and Form 990 are reviewed by staff and provided verbatim to the IUF Audit Committee Chair and Vice Chair. A report is then made by the Audit Committee Chair to the full Audit Committee. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Board and all relevant Board committees.
Form 990, Part VI, Section B, line 15	Each June, the IUF Compensation Committee approves the compensation arrangements for disqualified persons in accordance with IRS regulation section 53.4958-6 "Rebuttable presumption that a transaction is not an excess benefit transaction". Individuals defined as disqualified persons who receive compensation from the IUF include: the President & CEO; Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President for Development; Executive Vice President and Chief Investment Officer; Vice President Bloomington; Executive Vice President, General Counsel and Corporate Secretary; Associate Vice President, Finance; Board Secretary; Vice President Indianapolis; Associate Director, Regional Advancement; Senior Advisor, IUF; and the Events and Meetings Associate. The compensation arrangement for each individual is approved in advance for the upcoming fiscal year period July 1 thru June 30 by the Compensation Committee which is an authorized body of the IUF Board of Directors. The Compensation Committee is composed entirely of independent directors who do not have a conflict of interest (within the meaning of paragraph (c)(1)(iii) of section 53.4958-6) with respect to the compensation arrangement for each disqualified person. The Compensation Committee determines if each compensation arrangement in its entirety is reasonable through the use of relevant information including, but not limited to, compensation levels paid by similarly situated organizations, both taxable and tax-exempt, for functionally comparable positions; the availability of similar services in the geographic area of the applicable tax-exempt organization; current compensation surveys compiled by independent firms; and actual written offers from similar institutions competing for the services of the disqualified person. Upon approval of the compensation arrangement for each disqualified person, the Compensation Committee provides written documentation noting the terms of the transaction that was approved and the date it was approved; the members of the Committee who were present during review of the arrangement that was approved and those who voted on it; the comparability data obtained and relied upon by the Committee and how the data was obtained; and, if applicable, any actions taken with respect to consideration of the arrangement by anyone who is otherwise a member of the Committee but who had a conflict of interest with respect to the arrangement. The Compensation Committee's most recent review and approval of compensation arrangements for all disqualified persons was June 8, 2017.
Form 990, Part VI, Section C, line 18	We recognize that good governance practices provide safeguards to help ensure that our funds are consistently used in accordance with our mission, tax-exempt purpose, and donor intent. Copies of the IUF's Forms 990 and Form 990T can be requested through the IUF office. The current year 990 tax return is available through the IUF's website @ www.iufoundation.iu.edu. Form 990 and 990T are available upon request for the past three years in accordance with IRC Section 6104(d) through the IUF's office.
Form 990, Part VI, Section C, line 19	We recognize that good governance practices provide safeguards to help ensure that our funds are consistently used in accordance with our mission, tax-exempt purpose, and donor intent. Copies of all the IUF's governing documents and conflict of interest policy can be requested through the IUF office. The audited financial statements (past four years), conflict of interest policy and other specific governance documents are available through the IUF's website @ www.iufoundation.iu.edu.
Form 990; Part VII; Column B	IUF Board Directors generally attend three in person meetings per year with additional participation in supplemental calls throughout the year, as needed. Currently, no methodology has been used to capture and reflect an accurate representation of time spent per week for each director; therefore, time spent has been represented as 0.00.
Form 990, Part XI, line 9:	Change in Value of Split Interest Agreement 4,130,635. Income/Loss from K-1's -588,247. Pledge Write offs -6,832,205.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Legal Domicile StateLegalDomicileStateCd
CVI GVF Holdings 8 Ltd
PO Box 309	Grand Cayman	CJ	KY1-1104	Investment	CJ	IUF	C	$56,431	$4,408,412	0.99000	Yes (1)
Charitable Remainder Trusts (97)
				Trust							0	IN

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CVI GVF Holdings 8 Ltd	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	R	TransactionTypeTxt
Involved	$1,940,359	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt