2025-12-19T12:52:09-06:00 2025-06-30 934906995 BGBC ADVISORY LLC 135 N PENNSYLVANIA STREET STE 2600 INDIANAPOLIS IN 46204 990 2024-07-01 201093251 IU MEDICAL GROUP FOUNDATION INC IUME 3172783500 340 W 10TH STREET FS5100 INDIANAPOLIS IN 46202 JAMIE B DIMOND EXECUTIVE ASSOCIATE DEAN FIN. ADMIN 3172783500 2025-12-19 1 0 SHELLEY A MATTALIANO P01278792 3176334700 2025-12-19 2024 2025-03-06 01:10:19Z JAMIE B DIMOND 340 WEST 10TH STREET FS 6200 INDIANAPOLIS IN 46202 322590118 0 X N/A X 2004 IN TO ACQUIRE, MANAGE AND DISTRIBUTE FUNDS FOR THE BENEFIT OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE AND INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. 1 0 0 0 0 0 20000 70590016 3087710 3090537 7976305 30220702 0 0 11084015 103901255 11242927 80603085 0 0 0 0 0 0 0 547916 592990 11790843 81196075 -706828 22705180 370763990 408013450 0 8135143 370763990 399878307 TO ACQUIRE, MANAGE AND DISTRIBUTE FUNDS FOR THE BENEFIT OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE AND INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. 0 0 80603085 80603085 3090537 TO ACQUIRE, MANAGE AND DISTRIBUTE FUNDS FOR THE BENEFIT OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE AND INDIANA UNIVERSITY HEALTH CARE ASSOCIATES, INC. 80603085 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 IN X JAMIE B DIMOND 3172783500 340 WEST 10TH STREET FS6200 INDIANAPOLIS IN 46202 JAY HESS BOARD CHAIRMAN 1.00 X X 0 1115039 390445 DAVID INGRAM DIRECTOR 0.25 X 0 1572531 262714 KEVIN B GEBKE SECRETARY 0.25 X X 0 1004651 186801 MICHAEL FELDMAN TREASURER 0.25 X X 0 829735 84052 WADE D CLAPP DIRECTOR 0.25 X 0 702391 79893 FLORA HAMMOND DIRECTOR 0.25 X 0 492750 74580 PETER PANG DIRECTOR 0.25 X 0 660293 94814 0 6377390 1173299 0 0 1 0 PNC BANK 1900 E 9TH ST CLEVELAND OH 44114 INVESTMENT MANAGEMENT SERVICES 546974 1 70590016 70590016 DEAN'S TAX REVENUE 611710 3090537 3090537 3090537 12457475 12457475 236452090 218688863 17763227 17763227 17763227 103901255 3090537 0 30220702 80603085 80603085 27228 27228 546974 546974 764 764 18024 18024 81196075 80603085 592990 0 2056805 4969528 233333 28500000 366111055 372970916 994907 0 1367890 1573006 370763990 408013450 99 8135044 0 8135143 X 362682228 337397631 8081762 62480676 370763990 399878307 370763990 408013450 22705180 6409181 -44 0 X X 0 1 X 1 0 X X 3 INDIANA UNIVERSITY FOUNDATION 356018940 5 1 5135000 0 STATE OF INDIANA 356000158 6 0 72866999 0 TRUSTEES OF INDIANA UNIVERSITY 356001673 5 0 2601086 0 3 80603085 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 8138780 3736 8135044 1 X 0 X 109800172 6409181 36710 6445891 103354281 546974 546974 103901255 80685855 36754 36754 80649101 546974 546974 81196075 PART IV, LINE 2B: THE FOUNDATION HOLDS AND INVESTS CERTAIN FUNDS FOR THE INDIANA UNIVERSITY SCHOOL OF MEDICINE, DEPARTMENT OF OBSTRETRICS AND GYNECOLOGY. THE FOUNDATION DOES NOT EXERCISE DISCRETION OVER THESE FUNDS AND IS LEGALLY OBLIGATED TO INVEST THESE FUNDS AND REQUIRES APPROVAL FROM THE CHAIR OF THE OBGYN DEPARTMENT FOR ANY CHANGES IN FUND ALLOCATION OR TRANSFERS. PART X, LINE 2: THE ORGANIZATION REVIEWS ITS TAX POSITIONS FOR UNCERTAINTY AND RECORDS A PROVISION FOR TAX POSITIONS WHICH MAY NOT BE SUSTAINED BASED ON THEIR TECHNICAL MERITS IF EXAMINED BY TAXING AUTHORITIES. AT JUNE 30, 2025 AND 2024, THERE WERE NO MATTERS REQUIRING A PROVISION FOR UNCERTAIN TAX POSITIONS. THE TAX YEARS 2021-2024 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2021. 0 INDIANA UNIVERSITY FOUNDATION 340 WEST 10TH STREET FAIRBANKS HALL SUITE 6200 INDIANAPOLIS IN 46202 356018940 5135000 0 TO PROVIDE INDIANA UNIVERSITY WITH THE FINANCIAL SUPPORT IT NEEDS TO SUCCEED STATE OF INDIANA 240 STATEHOUSE 200 WEST WASHINGTON STREET INDIANAPOLIS IN 46204 356000158 72866999 0 TO FURTHER ENHANCE THE EDUCATIONAL MISSION FOR THE CITIZENS OF THE STATE TRUSTEES OF INDIANA UNIVERSITY 400 E 7TH STREET RM 501 BLOOMINGTON IN 47405 356001673 2601086 0 TO SUPPORT THE STRATEGIC RESEARCH INITIATIVE 0 0 0 0 0 0 0 0 0 DAVID INGRAM DIRECTOR 0 926851 0 473130 0 172550 0 204990 0 57724 0 1835245 0 0 JAY HESS BOARD CHAIRMAN 0 624325 0 270632 0 220082 0 364249 0 26196 0 1505484 0 0 KEVIN B GEBKE SECRETARY 0 648938 0 322391 0 33322 0 125802 0 60999 0 1191452 0 0 MICHAEL FELDMAN TREASURER 0 644563 0 109129 0 76043 0 36923 0 47129 0 913787 0 0 WADE D CLAPP DIRECTOR 0 528750 0 117176 0 56465 0 51473 0 28420 0 782284 0 0 PETER PANG DIRECTOR 0 487885 0 90916 0 81492 0 36539 0 58275 0 755107 0 0 FLORA HAMMOND DIRECTOR 0 427710 0 0 0 65040 0 29783 0 44797 0 567330 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE BOARD CHAIRMAN FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE RESPONSIBILITY OF THE OFFICERS AND DIRECTORS TO COMPLETE THE POLICY'S WRITTEN DISCLOSURE FORM AT LEAST ONCE PER YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT. INDIANA UNIVERSITY SCHOOL OF MEDICINE 340 WEST 10TH STREET FAIRBANKS HALL INDIANAPOLIS IN 46202 356001673 TO ADVANCE HEALTH IN THE STATE OF INDIANA IN 501(C)(3) LINE 4 0 INDIANA UNIVERSITY FOUNDATION 340 WEST 10TH STREET FAIRBANKS HALL INDIANAPOLIS IN 46202 356018940 TO PROVIDE INDIANA UNIVERSITY WITH THE FINANCIAL SUPPORT IT NEEDS TO SUCCEED IN 501(C)(3) LINE 4 0 INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN STREET STE 300 INDIANAPOLIS IN 46204 351955872 TO PROVIDE THE MOST COMPREHENSIVE HEALTH CARE SYSTEM IN INDIANA IN 501(C)(3) LINE 4 0 IU RADIOLOGY ASSOCIATES INC 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 351464192 TO PROVIDE PROFESSIONAL RADIOLOGY SERVICES AND TO SERVE AS AN AUXILIARY TO T IN 501(C)(3) LINE 4 0 INDIANA UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES INC 545 BARNHILL DRIVE INDIANAPOLIS IN 46202 351183155 SERVES AS AN ADJUNCT TO THE INDIANA UNIVERSITY SCHOOL OF MEDICINE. IN 501(C)(3) LINE 4 0 ESKENAZI HEALTH FOUNDATION INC 720 ESKENAZI AVE INDIANAPOLIS IN 46202 311132066 TO CONTRIBUTE LEADERSHIP, GUIDANCE, AND PHILANTHROPIC RESOURCES TO ESKENAZI IN 501(C)(3) LINE 4 0 INDIANA UNIVERSITY OBSTETRICIANS GYNECOLOGIST INC 550 N UNIVERSITY BLVD INDIANAPOLIS IN 46202 351562259 TO SUPPORT THE OBGY EDUCATION AND RESEARCH MISSION IN 501(C)(3) LINE 4 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 INDIANA UNIVERSITY FOUNDATION B 5135000 UNIVERSITY MEDICAL DIAGNOSTIC ASSOCIATES INC S 290537 THE HEALTH AND HOSPITAL CORPORATION OF MARION COUNTY S 2800000 TRUSTEES OF INDIANA UNIVERSITY B 2601086 INDIANA UNIVERSITY SCHOOL OF MEDICINE C 70590016