INDIANA UNIVERSITY FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY FOUNDATION (EIN 35-6018940)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-08
IRS object ID: 201441289349300344
Schema version: 2012v2.1
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)
Timestamp	2014-05-08T10:42:54-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	861065772	EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	356018940	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	INDI	NameControl
Phone	8128558311	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	Daniel Smith	Name
Title	President & CEO	Title
Phone	8128558311	Phone
Date Signed	2014-05-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Shawna M Jimenez	Name
PTIN	P01222873	PTIN
Phone	3174648600	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Daniel Smith	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	5778302055	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.iufoundation.iu.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1936	YearFormation
State Legal Domicile	IN	StateLegalDomicile
Activity Or Mission Description	To maximize philanthropic support for Indiana University	ActivityOrMissionDescription
Nbr Voting Members Governing Body	26	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	24	NbrIndependentVotingMembers
Total Nbr Employees	643	TotalNbrEmployees
Total Nbr Volunteers	1660	TotalNbrVolunteers
Total Gross UBI	2722451	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	123927952	ContributionsGrantsPriorYear
Contributions Grants Current Year	128889858	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	22093963	ProgramServiceRevenuePriorYear
Program Service Revenue CY	22659535	ProgramServiceRevenueCY
Investment Income Prior Year	120831391	InvestmentIncomePriorYear
Investment Income Current Year	100626742	InvestmentIncomeCurrentYear
Other Revenue Prior Year	7868865	OtherRevenuePriorYear
Other Revenue Current Year	10363404	OtherRevenueCurrentYear
Total Revenue Prior Year	274722171	TotalRevenuePriorYear
Total Revenue Current Year	262539539	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	107057090	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	105725896	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	17201844	SalariesEtcPriorYear
Salaries Etc Current Year	19060610	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	19245952	TotalFundrsngExpCurrentYear
Other Expense Prior Year	27405846	OtherExpensePriorYear
Other Expenses Current Year	30583685	OtherExpensesCurrentYear
Total Expenses Prior Year	151664780	TotalExpensesPriorYear
Total Expenses Current Year	155370191	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	123057391	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	107169348	RevenuesLessExpensesCY
Total Assets BOY	2105534426	TotalAssetsBOY
Total Assets EOY	2277565500	TotalAssetsEOY
Total Liabilities BOY	375453761	TotalLiabilitiesBOY
Total Liabilities EOY	374279627	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1730080665	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1903285873	NetAssetsOrFundBalancesEOY
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	105725896	Expense
Grants	105725896	Grants
Revenue	13403530	Revenue
Description	In accordance with the stated donor intent, IUF provides grants, scholarships, awards, Endowed Chairs & Professorships, fellowships, etc to members of the IU community.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	18232431	Expense
Revenue	15265680	Revenue
Description	IUF is responsible for the investment and management of funds raised for the benefit of IU.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	123958327	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	1	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	1	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	427	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	643	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	1	Form8282PropertyDisposedOf
Number Of8282 Filed	8	NumberOf8282Filed
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Form1098 C Filed	1	Form1098CFiled
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	26	NbrVotingGoverningBodyMembers
Number Independent Voting Members	24	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NJ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	UT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WV	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	8128558311	TelephoneNumber

Address US AddressUS

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 Form990PartVIISectionA (116 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Eugene R Tempelthru 093012
President & CEO	40.00	0.00	X	X	489397	0	49791
Daniel C SmithFrom 11012012
President & CEO	40.00	0.00	X	X	63647	0	10404
Kathryn E Booth
Fiduciary Director	0.00	0.00	X		0	0	0
William P Carmichael
Honorary Director	0.00	0.00	X		0	0	0
Alecia A DeCoudreaux
Honorary Director	0.00	0.00	X		0	0	0
Clarence H Doninger
Fiduciary Director	0.00	0.00	X		0	0	0
David G Elmore
Fiduciary Director	0.00	0.00	X		0	0	0
Jean A Ford
Honorary Director	0.00	0.00	X		0	0	0
Richard E Ford
Honorary Director	0.00	0.00	X		0	0	0
Ezra H Friedlander
Honorary Director	0.00	0.00	X		0	0	0
Jack M Gill
Honorary Director	0.00	0.00	X		0	0	0
Moses W Gray
Honorary Director	0.00	0.00	X		0	0	0
Ann L Harrison
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Steven H Henke
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Adam W Herbert Jr
Honorary Director	0.00	0.00	X		0	0	0
Jay B Hunt
Fiduciary Director	0.00	0.00	X		0	0	0
V William Hunt
Non-Fiduciary Director	0.00	0.00	X		0	0	0
David H Jacobs Jr
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Robert W Lanum
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Dale Ellen Leff
Fiduciary Director	0.00	0.00	X		0	0	0
Jane H Martin
Non-Fiduciary Director	0.00	0.00	X		0	0	0
William G Mays
Honorary Director	0.00	0.00	X		0	0	0
Patricia Miller
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Randall C Morgan Jr
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Norman E Pfau Jr
Fiduciary Director	0.00	0.00	X		0	0	0
Lynn E Reichle
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Thomas D Rush
Fiduciary Director	0.00	0.00	X		0	0	0
Scott C Schurz
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Richard C Searles
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Patrick A Shoulders
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Cynthia Simon Skjodt
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Julie Inskeep
Fiduciary Director	0.00	0.00	X		0	0	0
James Sinclair
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Fred Steingraber
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Milton R Stewart
Fiduciary Director	0.00	0.00	X		0	0	0
Stephen A Stitle
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Gregg T Summerville
Fiduciary Director	0.00	0.00	X		0	0	0
W Michael Wells
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Desmond C Wong
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Richard E Woosnam
Treasurer	0.00	0.00	X	X	0	0	0
S Sue Aramian
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Glenn L Banks
Honorary Director	0.00	0.00	X		0	0	0
Richards D Barger
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Clarence W Boone Sr
Honorary Director	0.00	0.00	X		0	0	0
Bill C Brown
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Gayle K Cook
Non-Fiduciary Director	0.00	0.00	X		0	0	0
James W Cozad
Honorary Director	0.00	0.00	X		0	0	0
Donald C Danielson
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Don B Earnhart thru 100212
Honorary Director	0.00	0.00	X		0	0	0
Ellen C Gignilliat
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Alan B Gilman
Fiduciary Director	0.00	0.00	X		0	0	0
Lawrence D Glaubinger
Honorary Director	0.00	0.00	X		0	0	0
John F Kimberling thru 012713
Non-Fiduciary Director	0.00	0.00	X		0	0	0
PA Mack Jr
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Robert H McKinney
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Joseph T Morrow
Non-Fiduciary Director	0.00	0.00	X		0	0	0
John D Peterson Jr
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Ernestine M Raclin
Honorary Director	0.00	0.00	X		0	0	0
J Fred Risk
Honorary Director	0.00	0.00	X		0	0	0
James R Hodge
Fiduciary Director	0.00	0.00	X		0	0	0
Robert A Borns
Honorary Director	0.00	0.00	X		0	0	0
Thomas Ehrlich
Honorary Director	0.00	0.00	X		0	0	0
Fredrick F EichhornJrthru 10312
Honorary Director	0.00	0.00	X		0	0	0
Harry L Gonso
Vice Chairman	0.00	0.00	X	X	0	0	0
Charles E Lanham
Honorary Director	0.00	0.00	X		0	0	0
Thomas M Lofton
Honorary Director	0.00	0.00	X		0	0	0
Phyllis E McCullough
Honorary Director	0.00	0.00	X		0	0	0
James T Morris
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Georgette Mosbacher
Honorary Director	0.00	0.00	X		0	0	0
Frank P Popoff
Honorary Director	0.00	0.00	X		0	0	0
Jill S Ruckelshaus
Honorary Director	0.00	0.00	X		0	0	0
Marianne W Tobias
Honorary Director	0.00	0.00	X		0	0	0
John D Walda
Honorary Director	0.00	0.00	X		0	0	0
John Shoemaker
Honorary Director	0.00	0.00	X		0	0	0
Sandra E Laney
Fiduciary Director	0.00	0.00	X		0	0	0
Gary J Anderson
Fiduciary Director	0.00	0.00	X		0	0	0
Lacy M Johnson
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Michael McRobbie
Board Chair, Fiduciary Dir.	0.00	0.00	X	X	0	0	0
Michael D Shumate
Fiduciary Director	0.00	0.00	X		0	0	0
Stephen R Springer
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Randall L Tobias
Fiduciary Director	0.00	0.00	X		0	0	0
Curt Simic
Honorary Director	0.00	0.00	X		0	0	0
William Cast
Fiduciary Director	0.00	0.00	X		0	0	0
Thomas E Reilly Jr
Fiduciary Director	0.00	0.00	X		0	0	0
William Buckner
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Jeffrey Fettig
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Alan Graf Jr
Fiduciary Director	0.00	0.00	X		0	0	0
Kathleen Ligocki
Fiduciary Director	0.00	0.00	X		0	0	0
Rose Mays
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Glen Scolnik
Fiduciary Director	0.00	0.00	X		0	0	0
Randolph Seger
Fiduciary Director	0.00	0.00	X		0	0	0
Margaret Watanabe
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Robert Zerbe
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Jane M Jorgensen
Non-Fiduciary Director	0.00	0.00	X		0	0	0
Gina M Reel
Associate VP, Finance	40.00	0.00		X	141479	0	26487
Philippa Guthrie
VP & General Counsel	40.00	0.00		X	193317	0	30583
Karen Pieper
Corporate Secretary	40.00	0.00		X	79656	0	24666
Gary Stratten
Vice President,Investments	40.00	0.00		X	358493	0	61624
Steven A Martin
Assistant Corp Secretary	0.00	0.00		X	0	0	0
Marti Heil
Senior Vice President, Dev	40.00	0.00		X	285285	0	42657
Paula Jenkins
VP for Development,Reg.	40.00	0.00		X	169710	0	29420
Dorothy Metaj
VP for Development, IUPUI	40.00	0.00		X	222439	0	38517
Chris Ritrievi
VP for Development, BL	40.00	0.00		X	206728	0	44162
Jeffrey D Stumpf
Exec. VP, Finance & Oper	40.00	0.00		X	140181	0	32184
Eileen Savage
Associate VP, Prin Giving	40.00	0.00			156837	0	32689	X
John Keith
Associate VP, Indiv Giving	40.00	0.00			152752	0	28904	X
Jeff Lindauer
Associate VP, Development	40.00	0.00			159998	0	25891	X
Laurie Burns McRobbie
Associate to the President	40.00	0.00			151450	0	24001	X
D Abe Weldy
Director, Alternative Investments	40.00	0.00			230652	0	45660	X
James Bergstrom
Director, Investments	40.00	0.00			160864	0	44322	X
Mary Bonk
Associate VP, Tech Services	40.00	0.00			143581	0	30639		X
Sheila Decker
Associate VP, Admin	40.00	0.00			137027	0	40494		X
Sandra Bate
Associate VP, Marketing	40.00	0.00			152348	0	27019		X
Alice Luchini
AVP, Human Resources	40.00	0.00			136040	0	33144		X
Jeff Lambright
AVP/CCO	40.00	0.00			134071	0	39924		X
James P Perin
Former Senior VP & CFO	40.00	0.00			150179	0	24271			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	4216131	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	787453	TotalOtherCompensation
Number Individuals GT100 K	27	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Cambridge Associates
PO Box 83232	Chicago	IL	60691	Investment Consultant	2002936
Alliance Bernstein LP
PO Box 7247-7497	Philadelphia	PA	19170	Investment Manager	621326
Champlain Investment Partners
346 Shelburne Road 6th Floor	Burlington	VT	05401	Investment Manager	480190
Cramer Rosenthal McGlynn LLC
PO Box 6210 Church Street Statio	New York	NY	102612700	Investment Manager	475940
Snyder Capital Management
One Market Plaza Steuart Tower Su	San Francisco	CA	94105	Investment Manager	458908

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	11	NumberOfContractorsGT100K
Fundraising Events	9264	FundraisingEvents
All Other Contributions	128880594	AllOtherContributions
Noncash Contributions	8025619	NoncashContributions
Total Contributions	128889858	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Management Fees	900099	15265680	15265680
Dev Service Fee	900099	4923219	4923219
Other Income	900099	1469732	1338921	$130,811
Telefund Service Fee	900099	1000904	1000904

Field	Value	IRS element (for citing)
Total Program Service Revenue	22659535	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	9763238	TotalRevenueColumn
Exclusion	$9,763,238	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1610537	TotalRevenueColumn
Exclusion	$1,610,537	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	4169804	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	2399346	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1770458	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1770458	TotalRevenueColumn
Related Or Exempt Function Income	1770458	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	5603738146	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	5512874642	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	90863504	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	90863504	TotalRevenueColumn
Exclusion	$90,863,504	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	509269	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	9264	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	488528	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	20741	TotalRevenueColumn
Exclusion	$20,741	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
Other Income	900099	4239217	4239217
Income/Loss from K-1's	525990	2722451		2722451

Field	Value	IRS element (for citing)
Total Other Revenue	6961668	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	262539539	TotalRevenueColumn
Related Or Exempt Function Income	28538399	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	2722451	UnrelatedBusinessRevenue
Exclusion	$102,388,831	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	105654544	Total
Program Services	105654544	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	51352	Total
Program Services	51352	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	20000	Total
Program Services	20000	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	3954847	Total
Management And General	1531724	ManagementAndGeneral
Fundraising	2423123	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	174450	Total
Management And General	67566	ManagementAndGeneral
Fundraising	106884	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9426932	Total
Management And General	3651080	ManagementAndGeneral
Fundraising	5775852	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1433221	Total
Management And General	555091	ManagementAndGeneral
Fundraising	878130	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3085914	Total
Management And General	1195184	ManagementAndGeneral
Fundraising	1890730	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	985246	Total
Management And General	381589	ManagementAndGeneral
Fundraising	603657	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	11627	Total
Management And General	4503	ManagementAndGeneral
Fundraising	7124	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	78930	Total
Management And General	30570	ManagementAndGeneral
Fundraising	48360	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	235741	Total
Management And General	91303	ManagementAndGeneral
Fundraising	144438	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	18232431	Total
Program Services	18232431	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	707408	Total
Management And General	273981	ManagementAndGeneral
Fundraising	433427	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	60823	Total
Management And General	23557	ManagementAndGeneral
Fundraising	37266	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1842064	Total
Management And General	713437	ManagementAndGeneral
Fundraising	1128627	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	464554	Total
Management And General	179923	ManagementAndGeneral
Fundraising	284631	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1056619	Total
Management And General	409232	ManagementAndGeneral
Fundraising	647387	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1759656	Total
Management And General	681520	ManagementAndGeneral
Fundraising	1078136	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	342608	Total
Management And General	132693	ManagementAndGeneral
Fundraising	209915	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	340222	Total
Management And General	131769	ManagementAndGeneral
Fundraising	208453	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	282710	Total
Management And General	109494	ManagementAndGeneral
Fundraising	173216	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	376392	Total
Management And General	145778	ManagementAndGeneral
Fundraising	230614	Fundraising

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Other Expenses	Description
Total	4791900	Total
Management And General	1855918	ManagementAndGeneral
Fundraising	2935982	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	155370191	Total
Program Services	123958327	ProgramServices
Management And General	12165912	ManagementAndGeneral
Fundraising	19245952	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	258009174	BOY
EOY	154210470	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	152822848	BOY
EOY	142367662	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	80824611	BOY
EOY	52681241	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	695381	BOY
EOY	690256	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	94683498	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	21330296	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	74882974	BOY
EOY	73353202	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	778969099	BOY
EOY	980146616	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	759330339	BOY
EOY	874116053	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2105534426	BOY
EOY	2277565500	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	72449172	BOY
EOY	39566329	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	3980657	BOY
EOY	3843966	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	299023932	BOY
EOY	330869332	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	375453761	BOY
EOY	374279627	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	37357478	BOY
EOY	40749763	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	699881789	BOY
EOY	762899025	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	992841398	BOY
EOY	1099637085	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1730080665	BOY
EOY	1903285873	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2105534426	BOY
EOY	2277565500	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	107169348	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	64799957	ReconciliationUnrealizedInvest
Reconcilation Other Changes	1235903	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
College Support Org170b1 Aiv	X	CollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	121323055	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	216728663	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	103770772	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	123927952	CurrentTaxYearMinus1Year
Current Tax Year	128889858	CurrentTaxYear
Total	694640300	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	121323055	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	216728663	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	103770772	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	123927952	CurrentTaxYearMinus1Year
Current Tax Year	128889858	CurrentTaxYear
Total	694640300	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	75779287	AmountsSubstContributorsTotal
Public Support Total170	618861013	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	15752521	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	29218714	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14771479	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16868398	CurrentTaxYearMinus1Year
Current Tax Year	15543579	CurrentTaxYear
Total	92154691	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2285096	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5178962	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6033947	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3573688	CurrentTaxYearMinus1Year
Current Tax Year	4239217	CurrentTaxYear
Total	21310910	Total

Field	Value	IRS element (for citing)
Total Support	808105901	TotalSupport
Gross Receipts From Admissions Etc	110635112	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.76580	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.66880	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
General Explanation	Schedule A, Part IV, Supplemental Information: Schedule A, Part II, Line 10, Explanation for Other Income: 2008 Misc Income $2,285,096 2009 Misc Income $5,178,962 2010 Misc Income $6,033,947 2011 Misc Income $3,573,688 2012 Misc Income $4,239,217	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	X	HistoricStructure
Total Number Of Easements	1	TotalNumberOfEasements
Total Acreage	0.00	TotalAcreage
Nmbr Hist Struct Easements	1	NmbrHistStructEasements
Nmbr Hist Struct Easements After	1	NmbrHistStructEasementsAfter
Nmbr Easements Modified	0	NmbrEasementsModified
Nmbr States In Which Easements Held	1	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	0	WrittenPolicyMonitoring
Staff Hours Spent On Enforcement	10.00	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	0	ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied	1	Sect170hRequirementsSatisfied

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1417184598	BeginningOfYearBalance
Contributions	92831098	Contributions
Investment Earnings Or Losses	142945921	InvestmentEarningsOrLosses
Administrative Expenses	-70155966	AdministrativeExpenses
End Of Year Balance	1582805651	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1440185795	BeginningOfYearBalance
Contributions	79964190	Contributions
Investment Earnings Or Losses	-29939636	InvestmentEarningsOrLosses
Administrative Expenses	-73025751	AdministrativeExpenses
End Of Year Balance	1417184598	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1196764277	BeginningOfYearBalance
Contributions	78230329	Contributions
Investment Earnings Or Losses	231623300	InvestmentEarningsOrLosses
Administrative Expenses	-66432111	AdministrativeExpenses
End Of Year Balance	1440185795	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1115937927	BeginningOfYearBalance
Contributions	107663394	Contributions
Investment Earnings Or Losses	47307981	InvestmentEarningsOrLosses
Administrative Expenses	-74145025	AdministrativeExpenses
End Of Year Balance	1196764277	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1422762970	BeginningOfYearBalance
Contributions	59647302	Contributions
Investment Earnings Or Losses	-299258770	InvestmentEarningsOrLosses
Administrative Expenses	-67213575	AdministrativeExpenses
End Of Year Balance	1115937927	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.01600	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.62900	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.35500	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	20129763	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	18966978	OtherCostOrOtherBasis
Book Value	39096741	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	48523354	OtherCostOrOtherBasis
Depreciation	16549853	Depreciation
Book Value	31973501	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3986390	OtherCostOrOtherBasis
Depreciation	2524747	Depreciation
Book Value	1461643	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3077013	OtherCostOrOtherBasis
Depreciation	2255696	Depreciation
Book Value	821317	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	73353202	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Institutional Funds, Cash and Equiv & Commercial Paper	21825277	F
Private Equity	852290776	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	874116053	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Accumulated Trust Liability	$36,186,475
Collateral Under Securities Lending Agreement	$66,934,611
Due to Indiana University	$205,620,826
Assets Held for University Affiliates	$22,127,420

Field	Value	IRS element (for citing)
Total Of Amounts	330869332	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	309272488	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	64799957	NetUnrealizedGainsInvestments
Other Revenues	2887874	OtherRevenues
Revenue Not Rptd F990	67687831	RevenueNotRptdF990
Revenue Subtotal	241584657	RevenueSubtotal
Other Revenues Not Included	20954882	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	20954882	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	262539539	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	136067280	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	2887874	OtherExpensesIncluded
Expenses Not Rptd F990	2887874	ExpensesNotRptdF990
Expenses Subtotal	133179406	ExpensesSubtotal
Other Expenses Not Included	22190785	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	22190785	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	155370191	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Description of How Organization Reports Conservation Easements:	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.
Description of Intended Use of Endowment Funds:	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.
Description of Uncertain Tax Positions Under FIN 48:	Part X, Line 2:	Financial Accounting Standards Board (FASB) ASC 740-10 (formerly known as FASB Interpretation No. 48, 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 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 2010. As of June 30, 2013 the Foundation has no uncertain tax positions.
Part XI, Line 2d - Other Adjustments:		Rental Expense 2,399,346. Fundraising Event Expenses 488,528.
Part XI, Line 4b - Other Adjustments:		Management Fees 18,232,431. Income/Loss from K-1's 2,722,451.
Part XII, Line 2d - Other Adjustments:		Rental Expense 2,399,346. Fundraising Event Expenses 488,528.
Part XII, Line 4b - Other Adjustments:		Management Fees 18,232,431. Change in Value of Split Interest Agreement 3,958,354.

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees
Central America and the Caribbean	Investment	265144649
Europe (Including Iceland & Greenland)	Investment	46487334
East Asia and the Pacific	Fundraising	18584	0	0
Europe (Including Iceland & Greenland)	Grantmaking	20639	0	0
South America	Fundraising	13295	0	0
East Asia and the Pacific	Grantmaking	10792	0	0
North America	Grantmaking	350	0	0
South America	Grantmaking	1000	0	0
Sub-Saharan Africa	Grantmaking	28862	0	0

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	0	SubtotalNumberOfOffices
Subtotal Number Of Employees	0	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	0	TotalNumberOfOffices
Total Number Of Employees	0	TotalNumberOfEmployees
Subtotal Amount Spent	311696643	SubtotalAmountSpent
Cont Amount Spent	28862	ContAmountSpent
Total Amount Spent	311725505	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (3 entries)

RegionRegion	Purpose Of GrantPurposeOfGrant	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Europe (Including Iceland & Greenland)	Education and travel costs	20000	Bank Draft
East Asia and the Pacific	Education and travel costs	6300	Wire Transfer
Sub-Saharan Africa	Education and travel costs	24155	Wire Transfer

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	3	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	0	TotalNumberOfOtherOrgs
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	1	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Procedure for Monitoring Grants Outside the U.S.:	Schedule F, 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.
	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 F, Part I, Line 3:

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Little 500 Races	NameOfEvent1
Gross Receipts Event1	475158	GrossReceiptsEvent1
Charitable Contributions Event1	5754	CharitableContributionsEvent1
Gross Revenue Event1	469404	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	46342	NonCashPrizesEvent1
Rent Facility Costs Event1	104297	RentFacilityCostsEvent1
Other Direct Expenses Event1	297483	OtherDirectExpensesEvent1
Name Of Event2	Armstrong Memorial Golf Outing	NameOfEvent2
Gross Receipts Event2	13515	GrossReceiptsEvent2
Charitable Contributions Event2	3510	CharitableContributionsEvent2
Gross Revenue Event2	10005	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	0	NonCashPrizesEvent2
Rent Facility Costs Event2	0	RentFacilityCostsEvent2
Other Direct Expenses Event2	13571	OtherDirectExpensesEvent2
Total Number Of Other Events	3	TotalNumberOfOtherEvents
Gross Receipts Other Events	29860	GrossReceiptsOtherEvents
Charitable Contrib Other Events	0	CharitableContribOtherEvents
Gross Revenue Other Events	29860	GrossRevenueOtherEvents
Cash Prizes Other Events	0	CashPrizesOtherEvents
Non Cash Prizes Other Events	4549	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	3821	RentFacilityCostsOtherEvents
Other Direct Expenses Other Events	18465	OtherDirectExpensesOtherEvents
Gross Receipts Total	518533	GrossReceiptsTotal
Charitable Contributions Total	9264	CharitableContributionsTotal
Gross Revenue Total Events	509269	GrossRevenueTotalEvents
Non Cash Prizes Total Events	50891	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	108118	RentFacilityCostsTotalEvents
Other Direct Expenses Total Events	329519	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	488528	DirectExpenseSummaryEvents
Net Income Summary	20741	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	29877286	University Support
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	36667575	Student Scholarship and Financial Aid
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	23225570	Faculty Support & Research
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	15884113	Endowment and Capital Additions

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	Scholarships, general	TypeOfGrant
Number Of Recipients	5	NumberOfRecipients
Amount Of Cash Grant	51352	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedure for Monitoring Grants in the U.S.:	Identifier
Return Reference	Part I, Line 2:	ReturnReference
Explanation	Schedule I, 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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Travel For Companions	X	TravelForCompanions
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	1	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Eugene R Tempelthru 093012
President & CEO	228795	0	0	0	260602	0	28427	0	21364	0	539188	0	0	0
Gina M Reel
Associate VP, Finance	139850	0	0	0	1629	0	15636	0	10851	0	167966	0	0	0
Philippa Guthrie
VP & General Counsel	179879	0	0	0	13438	0	21477	0	9106	0	223900	0	0	0
Gary Stratten
Vice President,Investments	222816	0	78208	0	57469	0	31995	0	29629	0	420117	0	0	0
Marti Heil
Senior Vice President, Dev	265539	0	0	0	19746	0	31995	0	10662	0	327942	0	0	0
Paula Jenkins
VP for Development,Reg.	144768	0	0	0	24942	0	16254	0	13166	0	199130	0	0	0
Dorothy Metaj
VP for Development, IUPUI	207659	0	0	0	14780	0	26205	0	12312	0	260956	0	0	0
Chris Ritrievi
VP for Development, BL	192082	0	0	0	14646	0	23930	0	20232	0	250890	0	0	0
Jeffrey D Stumpf
Exec. VP, Finance & Oper	119931	0	0	0	20250	0	14351	0	17833	0	172365	0	0	0
Eileen Savage
Associate VP, Prin Giving	155208	0	0	0	1629	0	17972	0	14717	0	189526	0	0	0
John Keith
Associate VP, Indiv Giving	151123	0	0	0	1629	0	17972	0	10932	0	181656	0	0	0
Jeff Lindauer
Associate VP, Development	158369	0	0	0	1629	0	18370	0	7521	0	185889	0	0	0
Laurie Burns McRobbie
Associate to the President	148011	0	0	0	3439	0	16697	0	7304	0	175451	0	0	0
D Abe Weldy
Director, Alternative Investments	125010	0	33903	0	71739	0	19231	0	26429	0	276312	0	0	0
James Bergstrom
Director, Investments	125803	0	33132	0	1929	0	18912	0	25410	0	205186	0	0	0
Mary Bonk
Associate VP, Tech Services	141952	0	0	0	1629	0	16133	0	14506	0	174220	0	0	0
Sheila Decker
Associate VP, Admin	135398	0	0	0	1629	0	15403	0	25091	0	177521	0	0	0
Sandra Bate
Associate VP, Marketing	147236	0	3333	0	1779	0	16997	0	10022	0	179367	0	0	0
Alice Luchini
AVP, Human Resources	134331	0	0	0	1709	0	15212	0	17932	0	169184	0	0	0
Jeff Lambright
AVP/CCO	132442	0	0	0	1629	0	14885	0	25039	0	173995	0	0	0
James P Perin
Former Senior VP & CFO	111677	0	0	0	38502	0	11334	0	12937	0	174450	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation
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 VP, Principal Gifts; Associate to the President of IU; one IUF Fiduciary Director; and one IUF Non-fiduciary Director. 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 2012 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 2012 eighty-three(83) 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 housing, long-term disability, and supplemental retirement payments to provide future retirement restoration. *allowances for vehicles are made available to Vice Presidents, Senior Vice Presidents, and the President & CEO of the IU Foundation. Housing allowance or residence for personal use: Upon approval by the IUF Board of Directors, the Indiana University Foundation provided a housing allowance and leased a residence for the IUF President & CEO thru 09/30/12. The lease was an arm's-length transaction and was at market rates. The housing allowance was treated as income and taxed accordingly. The residence was also utilized for various Indiana University and IU Foundation business related functions and receptions. Housing allowance is considered in the Foundation's efforts to ensure compliance with the intermediate sanctions law.
Part I, Lines 4a-b	Part I, Lines 4a-b: Part I, Line 4a: As per an employment agreement, upon a qualifying termination defined as an involuntary separation from service other than for cause, the employee was entitled to severance pay based upon position, tenure and reason for separation. The terms and conditions to receive severance payments required the employee to sign a release of claims form that covers all situations surrounding the employee's employment and separation from Indiana University Foundation. Eugene R. Tempel $180,000 Part I, Line 4b: All employees and amounts listed are company contributions to 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. No payments were made to listed persons in Part VII under the various non-qualified deferred 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

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	Laurie Burns McRobbie	NamePerson

Field	Value	IRS element (for citing)
Relationship	See Part V	Relationship
Amount Of Transaction	175451	AmountOfTransaction
Description Of Transaction	Employment	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

Field	Value	IRS element (for citing)
Identifier	Schedule L,Part IV,Business Transactions Involving Interested Persons:	Identifier
Return Reference	Relationship between interested person and the organization:	ReturnReference
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: $175,451(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No	Explanation

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	14514	NoncashContribsRptdF990
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	20000	NoncashContribsRptdF990
Method Of Determining Revenues	Appraised Value	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	610	NumberOfContributions
Noncash Contribs Rptd F990	6582224	NoncashContribsRptdF990
Method Of Determining Revenues	Listed Values	MethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	6	NumberOfContributions
Noncash Contribs Rptd F990	1355506	NoncashContribsRptdF990
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenues

Collectibles Collectibles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	13	NumberOfContributions
Noncash Contribs Rptd F990	40825	NoncashContribsRptdF990
Method Of Determining Revenues	Opinion of Expert	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	10	NumberOfContributions
Noncash Contribs Rptd F990	6782	NoncashContribsRptdF990
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	Gift Cards/Tickets	Description
Number Of Contributions	55	NumberOfContributions
Noncash Contribs Rptd F990	5768	NoncashContribsRptdF990
Method Of Determining Revenues	Face Value	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	47	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	Third Party Use:	Identifier
Return Reference	Part I, Line 32b:	ReturnReference
Explanation	IUF hires realtors and auctioneers to assist with selling donated items.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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.
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, Accouinting 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 Corporate Secretary. The disclosures are reviewed by Indiana University Foundation staff including the Senior Vice President for Finance and Operations; Vice President and General Counsel; Vice President and Chief Investment Officer; Corporate Secretary; Assistant Vice President and Chief Compliance Officer; and the Executive Director, Real Estate 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; Senior Vice President for Finance and Operations; Senior Vice President for Development; Vice President and Chief Investment Officer; Vice President for Development, Regional Campuses; Vice President and General Counsel; Assistant Vice President and Controller for Finance; Corporate Secretary; Vice President for Development, Indianapolis; IU Foundation President Emeritus; 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 6, 2013.
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 3,958,354. Income/Loss from K-1's -2,722,451.	Changes in Net Assets or Fund Balances:
Schedule G Part II	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.	Additional Explanation for Fundraising Events

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

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

Address Foreign AddressForeign

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 Activity	Investment	PrimaryActivity
Legal Domicile Foreign Country	CJ	LegalDomicileForeignCountry

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Type Of Entity	C	TypeOfEntity
Share Of Total Income	5131033	ShareOfTotalIncome
Share Of EOY Assets	19548100	ShareOfEOYAssets
Percentage Ownership	0.99000	PercentageOwnership
Controlled Org	1	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

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

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionType
Amount Involved	13252332	AmountInvolved
Method Of Amt Determination	FMV	MethodOfAmtDetermination