INDIANA UNIVERSITY FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY FOUNDATION (EIN 35-6018940)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-04-30
IRS object ID: 201541209349300034
Schema version: 2013v4.0
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	2015-04-30T10:57:04-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Deloitte Tax LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 Monument Circle Suite 2000	AddressLine1
City	Indianapolis	City
State	IN	State
ZIP Code	462045108	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	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	BusinessNameLine1

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	AddressLine1
City	Bloomington	City
State	IN	State
ZIP Code	47402	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Smith	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	8128558311	PhoneNum
Signature	2015-04-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Shawna M Jimenez	PreparerPersonNm
PTIN	P01222873	PTIN
Phone	3174648600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-04-25 22:37:26Z	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	AddressLine1
City	Bloomington	City
State	IN	State
ZIP Code	47402	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$2,285,393,814	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 philanthropic support for Indiana University	ActivityOrMissionDesc
Voting Members Governing Body	27	VotingMembersGoverningBodyCnt
Voting Members Independent	25	VotingMembersIndependentCnt
Total Employee	636	TotalEmployeeCnt
Total Volunteers	2200	TotalVolunteersCnt
Total Gross UBI	$286,424	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$128,889,858	PYContributionsGrantsAmt
CY Contributions Grants	$151,457,232	CYContributionsGrantsAmt
PY Program Service Revenue	$22,659,535	PYProgramServiceRevenueAmt
CY Program Service Revenue	$24,418,538	CYProgramServiceRevenueAmt
PY Investment Income	$100,626,742	PYInvestmentIncomeAmt
CY Investment Income	$36,922,648	CYInvestmentIncomeAmt
PY Other Revenue	$10,363,404	PYOtherRevenueAmt
CY Other Revenue	$9,933,387	CYOtherRevenueAmt
PY Total Revenue	$262,539,539	PYTotalRevenueAmt
CY Total Revenue	$222,731,805	CYTotalRevenueAmt
PY Grants And Similar Paid	$105,725,896	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$140,665,535	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$19,060,610	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$20,108,433	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$20,019,086	CYTotalFundraisingExpenseAmt
PY Other Expenses	$30,583,685	PYOtherExpensesAmt
CY Other Expenses	$33,125,809	CYOtherExpensesAmt
PY Total Expenses	$155,370,191	PYTotalExpensesAmt
CY Total Expenses	$193,899,777	CYTotalExpensesAmt
PY Revenues Less Expenses	$107,169,348	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$28,832,028	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,277,565,500	TotalAssetsBOYAmt
Total Assets EOY	$2,596,501,499	TotalAssetsEOYAmt
Total Liabilities BOY	$374,279,627	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$431,329,279	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,903,285,873	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,165,172,220	NetAssetsOrFundBalancesEOYAmt
Mission	The Indiana University Foundation maximizes private 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	$140,665,535	ExpenseAmt
Grant	$140,665,535	GrantAmt
Revenue	$15,710,501	RevenueAmt
Desc	In accordance with the stated donor intent, IUF provides grants, scholarships, awards, Endowed Chairs & Professorships, fellowships, etc. to members of the IU community.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$18,486,597	ExpenseAmt
Revenue	$16,419,906	RevenueAmt
Desc	IUF is responsible for the investment and management of funds raised for the benefit of IU.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$159,152,132	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	415	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	636	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	0	Form8282PropertyDisposedOfInd
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	27	GoverningBodyVotingMembersCnt
Independent Voting Member	25	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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	Yes (1)	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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Catherine L Melvin	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	8128558311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 500	AddressLine1
City	Bloomington	City
State	IN	State
ZIP Code	47402	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (116 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Daniel C Smith
President & CEO	40.00	0.00	Yes (X)	Yes (X)	$415,622	$0	$52,636
Kathryn E Booth
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
William P Carmichael
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Alecia A DeCoudreaux
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Clarence H Doninger
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
David G Elmore
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jean A Ford
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Richard E Fordthru 04162014
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Ezra H Friedlander
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jack M Gill
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Moses W Gray
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Ann L Harrison
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Steven H Henke
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Adam W Herbert Jr
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jay B Hunt
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
V William Hunt
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
David H Jacobs Jr
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Robert W Lanum
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Dale Ellen Leff
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jane H Martin
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
William G Mays
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Patricia Miller
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Randall C Morgan Jr
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Norman E Pfau Jr
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Lynn E Reichle
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Thomas D Rush
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Scott C Schurz
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Richard C Searles
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Patrick A Shoulders
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Cynthia Simon Skjodt
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Julie Inskeep
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
James Sinclair
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Fred Steingraber
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Milton R Stewart
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Stephen A Stitle
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Gregg T Summerville
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
W Michael Wells
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Desmond C Wong
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Richard E Woosnam
Treasurer	0.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
S Sue Aramian
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Glenn L Banks
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Richards D Barger
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Clarence W Boone Sr
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Bill C Brown
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Gayle K Cook
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
James W Cozad
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Donald C Danielson
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Ellen C Gignilliat
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Alan B Gilman
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Lawrence D Glaubinger
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
PA Mack Jr
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Robert H McKinney
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Joseph T Morrow
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
John D Peterson Jr
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Ernestine M Raclin
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
J Fred Risk
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
James R Hodge
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Robert A Borns
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Thomas Ehrlich
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Harry L Gonso
Vice Chairman	0.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Charles E Lanham
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Thomas M Lofton
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Phyllis E McCullough
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
James T Morris
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Georgette Mosbacher
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Frank P Popoff
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jill S Ruckelshaus
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Marianne W Tobias
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
John D Walda
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
John Shoemaker
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Sandra E Laney
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Gary J Anderson
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Lacy M Johnson
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Michael McRobbie
Board Chair, Fiduciary Dir	0.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Michael D Shumate
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Stephen R Springer
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Randall L Tobias
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Curt Simic
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
William Cast
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Thomas E Reilly Jr
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
William Buckner
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jeffrey Fettig
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Alan Graf Jr
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Kathleen Ligocki
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Rose Mays
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Glen Scolnik
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Randolph Seger
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Margaret Watanabe
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Robert Zerbe
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Jane M Jorgensen
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
J Robert Quigg III
Non-Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Richard L Johnson Jr
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Louis G Jordan
Fiduciary Director	0.00	0.00	Yes (X)		$0	$0	$0
Eugene Tempel
Honorary Director	0.00	0.00	Yes (X)		$0	$0	$0
Gina M Reel thru 06052014
Associate VP, Finance	40.00	0.00		Yes (X)	$146,846	$0	$30,008
Philippa Guthrie
VP & General Counsel	40.00	0.00		Yes (X)	$195,716	$0	$37,774
Karen Pieper thru 06052014
Corporate Secretary	40.00	0.00		Yes (X)	$81,149	$0	$28,314
Gary Stratten
Vice President,Investments	40.00	0.00		Yes (X)	$376,135	$0	$69,111
Steven A Martin
Assistant Corp Secretary	0.00	0.00		Yes (X)	$0	$0	$0
Paula Jenkins thru 06052014
VP for Development,Reg.	40.00	0.00		Yes (X)	$186,204	$0	$33,860
Dorothy Metaj thru 06052014
VP for Development, IUPUI	40.00	0.00		Yes (X)	$232,787	$0	$42,969
Chris Ritrievi thru 12312013
VP for Development, BL	40.00	0.00		Yes (X)	$228,423	$0	$49,377
Jeffrey D Stumpf
Exec. VP, Finance & Oper	40.00	0.00		Yes (X)	$235,170	$0	$60,902
Richard Dupree
Exec VP for Development	40.00	0.00		Yes (X)	$75,577	$0	$19,170
Mary Bonk
Associate VP, Tech Service	40.00	0.00			$151,866	$0	$35,108	Yes (X)
John Keith
Associate VP, Indiv Giving	40.00	0.00			$158,924	$0	$28,598	Yes (X)
Jeff Lindauer
Associate VP, Development	40.00	0.00			$173,546	$0	$30,551	Yes (X)
Laurie Burns McRobbie
Associate to the President	40.00	0.00			$155,192	$0	$26,775	Yes (X)
D Abe Weldy
Director, Alternative Investments	40.00	0.00			$192,192	$0	$49,908	Yes (X)
James Bergstrom
Director, Investments	40.00	0.00			$188,602	$0	$53,949	Yes (X)
Sheila Decker
Associate VP, Admin	40.00	0.00			$144,857	$0	$46,777		Yes (X)
Eileen Savage
Associate VP, Prin Giving	40.00	0.00			$148,416	$0	$31,025		Yes (X)
Sandra Bate
Associate VP, Marketing	40.00	0.00			$153,615	$0	$30,050		Yes (X)
Alice Luchini
AVP, Human Resources	40.00	0.00			$141,907	$0	$38,080		Yes (X)
Sarah Beggs
Chief of Staff	40.00	0.00			$143,309	$0	$25,166		Yes (X)
Marti Heil
Former Officer	40.00	0.00			$174,169	$0	$24,995			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,100,224	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$845,103	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	31	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
Cambridge Associates
PO Box 83232	Chicago	IL	60691	Investment Consultant	$1,400,000
Alliance Bernstein LP
PO Box 7247-7497	Philadelphia	PA	19170	Investment Manager	$561,669
Champlain Investment Partners
346 Shelburne Road 6th Floor	Burlington	VT	05401	Investment Manager	$545,832
Snyder Capital Management
One Market Plaza Steuart Tower Su	San Francisco	CA	94105	Investment Manager	$515,757
Cramer Rosenthal McGlynn LLC
PO Box 6210 Church Street Station	New York	NY	102612700	Investment Manager	$414,750

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt
Fundraising	$4,572	FundraisingAmt
All Other Contributions	$151,452,660	AllOtherContributionsAmt
Noncash Contributions	$7,945,598	NoncashContributionsAmt
Total Contributions	$151,457,232	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
Management Fees	900099	$16,419,906	$16,419,906
Dev Service Fee	900099	$4,923,219	$4,923,219
Other Income	900099	$1,985,552	$1,863,423	$122,129
Telefund Service Fee	900099	$1,089,861	$1,089,861

Field	Value	IRS element (for citing)
Total Program Service Revenue	$24,418,538	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,756,523	TotalRevenueColumnAmt
Exclusion	$8,756,523	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,977,224	TotalRevenueColumnAmt
Exclusion	$1,977,224	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$5,089,753	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,406,043	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,683,710	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,683,710	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,683,710	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,088,043,000	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,059,876,875	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$28,166,125	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,166,125	TotalRevenueColumnAmt
Exclusion	$28,166,125	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$336,961	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$4,572	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$379,091	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$42,130	TotalRevenueColumnAmt
Exclusion	-$42,130	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Other Income	900099	$5,028,159	$5,028,159
Income/Loss from K-1's	525990	$286,424		$286,424

Field	Value	IRS element (for citing)
Other Revenue Total	$5,314,583	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$222,731,805	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,008,278	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$286,424	UnrelatedBusinessRevenueAmt
Exclusion	$38,979,871	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$140,605,185	TotalAmt
Program Services	$140,605,185	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$40,350	TotalAmt
Program Services	$40,350	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$20,000	TotalAmt
Program Services	$20,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,842,961	TotalAmt
Management And General	$1,628,924	ManagementAndGeneralAmt
Fundraising	$2,214,037	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$199,164	TotalAmt
Management And General	$84,420	ManagementAndGeneralAmt
Fundraising	$114,744	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,767,333	TotalAmt
Management And General	$4,563,973	ManagementAndGeneralAmt
Fundraising	$6,203,360	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,534,653	TotalAmt
Management And General	$650,497	ManagementAndGeneralAmt
Fundraising	$884,156	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,701,473	TotalAmt
Management And General	$1,145,079	ManagementAndGeneralAmt
Fundraising	$1,556,394	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,062,849	TotalAmt
Management And General	$450,512	ManagementAndGeneralAmt
Fundraising	$612,337	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$37,693	TotalAmt
Management And General	$15,977	ManagementAndGeneralAmt
Fundraising	$21,716	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$431,835	TotalAmt
Management And General	$183,043	ManagementAndGeneralAmt
Fundraising	$248,792	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$18,486,597	TotalAmt
Program Services	$18,486,597	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,724,219	TotalAmt
Management And General	$730,848	ManagementAndGeneralAmt
Fundraising	$993,371	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$106,769	TotalAmt
Management And General	$45,256	ManagementAndGeneralAmt
Fundraising	$61,513	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,857,913	TotalAmt
Management And General	$787,518	ManagementAndGeneralAmt
Fundraising	$1,070,395	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$993,890	TotalAmt
Management And General	$421,282	ManagementAndGeneralAmt
Fundraising	$572,608	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,094,208	TotalAmt
Management And General	$463,804	ManagementAndGeneralAmt
Fundraising	$630,404	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,669,231	TotalAmt
Management And General	$1,131,413	ManagementAndGeneralAmt
Fundraising	$1,537,818	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$358,560	TotalAmt
Management And General	$151,984	ManagementAndGeneralAmt
Fundraising	$206,576	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$203,740	TotalAmt
Management And General	$86,360	ManagementAndGeneralAmt
Fundraising	$117,380	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$378,584	TotalAmt
Management And General	$160,471	ManagementAndGeneralAmt
Fundraising	$218,113	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$570,399	TotalAmt
Management And General	$241,776	ManagementAndGeneralAmt
Fundraising	$328,623	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Other Expenses	Desc
Total	$4,212,171	TotalAmt
Management And General	$1,785,422	ManagementAndGeneralAmt
Fundraising	$2,426,749	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$193,899,777	TotalAmt
Program Services	$159,152,132	ProgramServicesAmt
Management And General	$14,728,559	ManagementAndGeneralAmt
Fundraising	$20,019,086	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$154,210,470	BOYAmt
EOY	$201,480,293	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$142,367,662	BOYAmt
EOY	$159,539,224	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$52,681,241	BOYAmt
EOY	$36,973,251	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$690,256	BOYAmt
EOY	$683,265	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$92,460,699	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$23,689,239	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$73,353,202	BOYAmt
EOY	$68,771,460	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$980,146,616	BOYAmt
EOY	$1,150,159,154	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$874,116,053	BOYAmt
EOY	$978,894,852	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,277,565,500	BOYAmt
EOY	$2,596,501,499	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$39,566,329	BOYAmt
EOY	$25,724,617	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,843,966	BOYAmt
EOY	$2,989,612	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$330,869,332	BOYAmt
EOY	$402,615,050	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$374,279,627	BOYAmt
EOY	$431,329,279	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,749,763	BOYAmt
EOY	$51,362,148	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$762,899,025	BOYAmt
EOY	$841,109,365	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,099,637,085	BOYAmt
EOY	$1,272,700,707	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,903,285,873	BOYAmt
EOY	$2,165,172,220	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,277,565,500	BOYAmt
EOY	$2,596,501,499	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$28,832,028	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$227,100,129	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,954,190	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	$216,728,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$103,770,772	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$123,927,952	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$128,889,858	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,457,232	CurrentTaxYearAmt
Total	$724,774,477	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$216,728,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$103,770,772	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$123,927,952	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$128,889,858	CurrentTaxYearMinus1YearAmt
Current Tax Year	$151,457,232	CurrentTaxYearAmt
Total	$724,774,477	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$67,196,925	SubstantialContributorsTotAmt
Public Support Total170	$657,577,552	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,218,714	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,771,479	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,868,398	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,543,579	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,823,500	CurrentTaxYearAmt
Total	$92,225,670	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,178,962	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,033,947	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,573,688	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,239,217	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,028,159	CurrentTaxYearAmt
Total	$24,053,973	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$841,054,120	TotalSupportAmt
Gross Receipts Rltd Activities	$113,112,553	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.78180	PublicSupportCY170Pct
Public Support PY170	0.76580	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10;	FormAndLineReferenceDesc
Explanation	2009 Misc Income $5,178,962 2010 Misc Income $6,033,947 2011 Misc Income $3,573,688 2012 Misc Income $4,239,217 2013 Misc Income $5,028,159	ExplanationTxt

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	$1,582,805,651	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,440,185,795	BeginningYearBalanceAmt
Contributions	$79,964,190	ContributionsAmt
Investment Earnings Or Losses	-$29,939,636	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$73,025,751	AdministrativeExpensesAmt
End Year Balance	$1,417,184,598	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,196,764,277	BeginningYearBalanceAmt
Contributions	$78,230,329	ContributionsAmt
Investment Earnings Or Losses	$231,623,300	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$66,432,111	AdministrativeExpensesAmt
End Year Balance	$1,440,185,795	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,115,937,927	BeginningYearBalanceAmt
Contributions	$107,663,394	ContributionsAmt
Investment Earnings Or Losses	$47,307,981	InvestmentEarningsOrLossesAmt
Administrative Expenses	-$74,145,025	AdministrativeExpensesAmt
End Year Balance	$1,196,764,277	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01600	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.64700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.33700	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	$17,877,760	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$18,834,852	OtherCostOrOtherBasisAmt
Book Value	$36,712,612	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,646,592	OtherCostOrOtherBasisAmt
Depreciation	$18,656,922	DepreciationAmt
Book Value	$29,989,670	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,005,578	OtherCostOrOtherBasisAmt
Depreciation	$2,832,812	DepreciationAmt
Book Value	$1,172,766	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,095,917	OtherCostOrOtherBasisAmt
Depreciation	$2,199,505	DepreciationAmt
Book Value	$896,412	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$68,771,460	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Institutional Funds, Cash and Equiv & Commercial Paper	$33,121,920	F
Private Equity	$945,772,932	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$978,894,852	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Accumulated Trust Liability	$36,441,389
Collateral Under Securities Lending Agreement	$98,766,202
Due to Indiana University	$243,117,651
Assets Held for University Affiliates	$24,289,808

Field	Value	IRS element (for citing)
Total Liability	$402,615,050	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$433,844,046	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$227,100,129	NetUnrealizedGainsInvstAmt
Other Revenue	$2,785,134	OtherRevenueAmt
Revenue Not Reported	$229,885,263	RevenueNotReportedAmt
Revenue Subtotal	$203,958,783	RevenueSubtotalAmt
Other Revenues Not Included	$18,773,022	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$18,773,022	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$222,731,805	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$171,957,700	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$2,785,134	OtherExpensesIncludedAmt
Expenses Not Reported	$2,785,134	ExpensesNotReportedAmt
Expenses Subtotal	$169,172,566	ExpensesSubtotalAmt
Other Expenses Not Included	$24,727,211	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$24,727,211	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$193,899,777	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 for Uncertainty in Income Taxes, Accounting Standards Codification (ASC) (740-10), 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 Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Foundation believes it is no longer subject to income tax examinations for years prior to 2011. As of June 30, 2014, the Foundation has no uncertain tax positions.
Part XI, Line 2d - Other Adjustments:	Rental Expense 2,406,043. Fundraising Event Expenses 379,091.
Part XI, Line 4b - Other Adjustments:	Management Fees 18,486,597. Income/Loss from K-1's 286,424. Rounding 1.
Part XII, Line 2d - Other Adjustments:	Rental Expense 2,406,043. Fundraising Event Expenses 379,091.
Part XII, Line 4b - Other Adjustments:	Management Fees 18,486,597. Change in Value of Split Interest Agreement 6,240,614.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
Central America and the Caribbean	Investment	$289,113,584
Europe (Including Iceland & Greenland)	Investment	$22,541,204
East Asia and the Pacific	Fundraising	$84,336	0	0
South Asia	Fundraising	$14,550	0	0
North America	Investment	$1,231,872
Europe (Including Iceland & Greenland)	Grantmaking	$20,000	0	0
Europe (Including Iceland & Greenland)	Fundraising	$2,103	0	0
North America	Alumni Relations	$4,427	0	0
South America	Alumni Relations	$4,267	0	0
East Asia and the Pacific	University Partnership/Alumni Relations	$35,176	0	0
South Asia	University Partnership/Alumni Relations	$15,314	0	0
Sub-Saharan Africa	University Partnership/Alumni Relations	$23,139	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	$313,012,076	SubtotalSpentAmt
Continuation Spent	$77,896	ContinuationSpentAmt
Total Spent	$313,089,972	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland & Greenland)	RegionTxt
Purpose Of Grant	Education and travel costs	PurposeOfGrantTxt
Cash Grant	$20,000	CashGrantAmt
Manner Of Cash Disbursement	Bank Draft	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	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 Indiana University Foundation has been able to reasonably identify for either direct or indirect (thru reimbursement) support have been listed in Schedule F. The Indiana University Foundation 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 Indiana University Foundation 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)
Name Of Event1	Little 500 Races	NameOfEvent1Amt
Gross Receipts Event1	$317,188	GrossReceiptsEvent1Amt
Charitable Contri Event1	$4,572	CharitableContriEvent1Amt
Gross Revenue Event1	$312,616	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$35,887	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$101,818	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$194,703	OtherDirectExpensesEvent1Amt
Name Of Event2	Onward! Golf Outing	NameOfEvent2Amt
Gross Receipts Event2	$10,625	GrossReceiptsEvent2Amt
Charitable Contri Event2	$0	CharitableContriEvent2Amt
Gross Revenue Event2	$10,625	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$2,668	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$10,024	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$12,820	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$12,820	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$1,599	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$2,397	RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events	$16,021	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$340,633	GrossReceiptsTotalAmt
Charitable Contributions Tot	$4,572	CharitableContributionsTotAmt
Gross Revenue Total Events	$336,061	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$37,486	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$106,883	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$220,748	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$365,117	DirectExpenseSummaryEventsAmt
Net Income Summary	-$29,056	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$30,459,358	University Support
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$40,384,583	Student Scholarship and Financial Aid
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$38,895,384	Faculty Support & Research
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$30,865,859	Endowment and Capital Additions

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships, general	GrantTypeTxt
Recipient	10	RecipientCnt
Cash Grant	$40,350	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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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	$363,019	$0	$0	$0	$52,603	$0	$32,565	$0	$20,071	$0	$468,258	$0	$0	$0
Gina M Reel thru 06052014
Associate VP, Finance	$145,217	$0	$0	$0	$1,629	$0	$16,275	$0	$13,733	$0	$176,854	$0	$0	$0
Philippa Guthrie
VP & General Counsel	$181,925	$0	$0	$0	$13,791	$0	$21,863	$0	$15,911	$0	$233,490	$0	$0	$0
Gary Stratten
Vice President,Investments	$227,320	$0	$135,197	$0	$13,618	$0	$32,565	$0	$36,546	$0	$445,246	$0	$0	$0
Paula Jenkins thru 06052014
VP for Development,Reg.	$158,762	$0	$2,500	$0	$24,942	$0	$18,554	$0	$15,306	$0	$220,064	$0	$0	$0
Dorothy Metaj thru 06052014
VP for Development, IUPUI	$213,007	$0	$5,000	$0	$14,780	$0	$27,441	$0	$15,528	$0	$275,756	$0	$0	$0
Chris Ritrievi thru 12312013
VP for Development, BL	$198,377	$0	$0	$0	$30,046	$0	$24,374	$0	$25,003	$0	$277,800	$0	$0	$0
Jeffrey D Stumpf
Exec. VP, Finance & Oper	$219,464	$0	$0	$0	$15,706	$0	$27,690	$0	$33,212	$0	$296,072	$0	$0	$0
Mary Bonk
Associate VP, Tech Service	$147,237	$0	$3,000	$0	$1,629	$0	$17,232	$0	$17,876	$0	$186,974	$0	$0	$0
John Keith
Associate VP, Indiv Giving	$157,295	$0	$0	$0	$1,629	$0	$18,659	$0	$9,939	$0	$187,522	$0	$0	$0
Jeff Lindauer
Associate VP, Development	$168,917	$0	$3,000	$0	$1,629	$0	$20,350	$0	$10,201	$0	$204,097	$0	$0	$0
Laurie Burns McRobbie
Associate to the President	$151,118	$0	$0	$0	$4,074	$0	$16,983	$0	$9,792	$0	$181,967	$0	$0	$0
D Abe Weldy
Director, Alternative Investments	$129,849	$0	$60,564	$0	$1,779	$0	$23,638	$0	$26,270	$0	$242,100	$0	$0	$0
James Bergstrom
Director, Investments	$127,416	$0	$59,257	$0	$1,929	$0	$23,058	$0	$30,891	$0	$242,551	$0	$0	$0
Sheila Decker
Associate VP, Admin	$140,228	$0	$3,000	$0	$1,629	$0	$16,487	$0	$30,290	$0	$191,634	$0	$0	$0
Eileen Savage
Associate VP, Prin Giving	$137,034	$0	$0	$0	$11,382	$0	$15,149	$0	$15,876	$0	$179,441	$0	$0	$0
Sandra Bate
Associate VP, Marketing	$151,836	$0	$0	$0	$1,779	$0	$17,237	$0	$12,813	$0	$183,665	$0	$0	$0
Alice Luchini
AVP, Human Resources	$140,278	$0	$0	$0	$1,629	$0	$15,829	$0	$22,251	$0	$179,987	$0	$0	$0
Sarah Beggs
Chief of Staff	$141,400	$0	$0	$0	$1,909	$0	$15,572	$0	$9,594	$0	$168,475	$0	$0	$0
Marti Heil
Former Officer	$134,230	$0	$0	$0	$39,939	$0	$14,450	$0	$10,545	$0	$199,164	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a	First Class or charter travel: The Indiana University Foundation 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 IU Foundation Board of Directors has authorized the IU Foundation CEO to approve its use. Chartered travel was provided to IUF Chairman of the Board; Associate to the President of IU; two IUF Fiduciary Directors; two IUF Non-Fiduciary Directors; President and CEO, IUF; Executive VP for Development; VP for Development, Bloomington; and Chief of Staff. These costs were not treated as taxable income because the travel was business related. In all cases, first-class and charter travel are considered in the Foundation's efforts to ensure compliance with the intermediate sanctions law. Travel for Companions: The Indiana University Foundation maintains a policy governing all business expenses which prohibits companion related expenses, except for the specifically defined role of Associate to the IU Foundation 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 IU Foundation 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 Foundation'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 Indiana University Foundation policies governing these types of payments. In the case of disqualified persons, indemnification payments are considered in the Foundation'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 2013 in connection with the following items, and in all cases were treated as taxable income to the recipient: With the approval by the IUF Chief Financial Officer: 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 2013 ninety-three(93) employees received a wireless communication allowance. With the approval of the IUF Board of Directors: allowances are made available to the IU Foundation President & CEO for long-term disability and supplemental retirement payments to provide future retirement restoration. *allowances for vehicles are made available to five Vice Presidents, two Executive Vice Presidents, one Key Employee and the President & CEO of the IU Foundation.
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. No payments were made to listed persons in Part VII under the various non-qualified deferred compensation plans during the year.
Part I, Line 5	The Indiana University Foundation 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 IU Foundation 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.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Laurie Burns McRobbie
See Part V	$181,967	Employment	0
Molly Jorgensen
See Part V	$40,572	Employment of family member	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: Wife of Michael McRobbie, IUF Chairman of IUF Board(c) Amount of Transaction: $181,967(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 Non-Fiduciary Director, and is employed as an IU Foundation staff member(c) Amount of Transaction: $40,572(d) Description of Transaction: Employment(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	2	ContributionCnt
Noncash Contributions Rpt F990	$12,333	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$74,773	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	621	ContributionCnt
Noncash Contributions Rpt F990	$6,588,950	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	5	ContributionCnt
Noncash Contributions Rpt F990	$1,086,800	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$182,742	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinion of Expert	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	40	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	John Peterson, IUF Non-Fiduciary Director, and Donald Danielson, IUF Non-Fiduciary Director, are Chairman and Vice-Chairman of City Securities Corp, respectively. Additionally, John Peterson and Donald Danielson are brothers-in-law. Gayle Cook, IUF Non-Fiduciary Director and Phyllis McCullough, IUF Honorary Director, are Co-Owner and Executive Vice Chairman, respectively, of Cook Group, Inc. Michael McRobbie, Board Chair and James T. Morris, IUF Non-Fiduciary Director are directors of OneAmerica Financial Partners, Inc. Lacy M. Johnson, IUF Non-Fiduciary Director and Harry L. Gonso, IUF Vice Chairman are partners at Ice Miller, LLP. Michael McRobbie, Board Chair and Laurie Burns McRobbie, IUF Key Employee are husband and wife. William Buckner, IUF Non-Fiduciary Director and James T. Morris, IUF Non-Fiduciary Director are Employee and President & Director, respectively, of Pacer Sports & Entertainment. William G. Mays, IUF Honorary Director and Rose Mays, IUF Non-Fiduciary Director are husband and wife. Additionally, William G. Mays and Rose Mays are officers of Mays Chemical Company.
Form 990, Part VI, Section A, line 4	Effective June 6, 2014, the Indiana University Foundation amended its Bylaws to document: 1) the elimination of the Legal Affairs Committee; 2) the Audit Committee's role in overseeing the Foundation's compliance with legal and regulatory requirements; and 3) the elimination of Controller as a corporate officer.
Form 990, Part VI, Section B, line 11	The Form 990 is completed by Indiana University Foundation staff. A management team comprised of the Executive Vice President for Finance and Operations; Vice President and General Counsel; Assistant Vice President for Finance; Vice President and Chief Investment Officer; Assistant Vice President and Chief Compliance Officer; Vice President for Advancement & Managing Director of Capital Campaigns; Executive Vice President for Development; Controller; Director, Accounting Operations; and Chief of Staff review the Form 990, including all schedules line-by-line to determine accuracy and validity. The Indiana University Foundation 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 Indiana University Foundation Audit Committee reviews the completed Form 990, including all schedules. Once signed, an electronic version of the Form 990 is made available to the Indiana University Foundation Board of Directors via the internet. The Form 990 is then filed electronically with the IRS.
Form 990, Part VI, Section B, line 12c	Each July, the Indiana University Foundation 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 Indiana University Foundation Board Secretary. The disclosures are reviewed by Indiana University Foundation staff including the Executive Vice President, Finance and Operations; Vice President, General Counsel and Corporate Secretary; Vice President and Chief Investment Officer; Board Secretary; Assistant Vice President and Chief Compliance Officer; and the Assistant Vice President, Personal Property, Real Estate and Insurance to determine validity and completeness based on staff knowledge of Indiana University Foundation activities and transactions. The results of this review, along with every disclosure in its entirety, are provided to the Indiana University Foundation 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 Indiana University Foundation Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the Indiana University Foundation Board and all relevant Board committees. In addition to the Conflicts of Interest Policy, each July the Indiana University Foundation provides a background survey and a request for information for Form 990 disclosures to all officers and directors. As with the Conflicts of Interest, disclosures related to the survey and Form 990 are reviewed by staff and provided verbatim to the Indiana University Foundation 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 Indiana University Foundation Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the Indiana University Foundation Board and all relevant Board committees.
Form 990, Part VI, Section B, line 15	Each June, the Indiana University Foundation 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 Indiana University Foundation include: the President & CEO; Executive Vice President, Finance and Operations; Executive Vice President for Development; Vice President and Chief Investment Officer; Vice President for Development, Regional Campuses; Vice President for Development, Bloomington; Vice President, General Counsel and Corporate Secretary; Assistant Vice President and Controller for Finance; Board Secretary; Vice President for Development, Indianapolis; IU Foundation President Emeriti; and the Indiana University Associate to the President. 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 Indiana University Foundation 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 5, 2014.
Form 990, Part VI, Section C, line 19	The governing documents, conflict of interest and financial statements are available to the public on the IU Foundation's public website; www.iufoundation.iu.edu.
Form 990, Part XI, line 9:	Change in Value of Split Interest Agreement 6,240,614. Income/Loss from K-1's -286,424.
Schedule G, Part II:	Additional Explanation for Fundraising Events IUF annually holds the Little 500 races. While these events do raise some funds, their main objective is to increase awareness of philanthropy among the student population and create bonds upon which to base future giving potential.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CVI GVF Holdings 8 Ltd	BusinessNameLine1

Foreign Address ForeignAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 309	AddressLine1
City	Grand Cayman	City
Country	CJ	Country
Postal Code	KY1-1104	PostalCode

Field	Value	IRS element (for citing)
Primary Activities	Investment	PrimaryActivitiesTxt
Legal Domicile Foreign Country	CJ	LegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of Total Income	$3,396,646	ShareOfTotalIncomeAmt
Share Of EOY Assets	$13,857,791	ShareOfEOYAssetsAmt
Ownership	0.99000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

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	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CVI GVF Holdings 8 Ltd	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$9,105,955	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt