INDIANA UNIVERSITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: INDIANA UNIVERSITY FOUNDATION (EIN 35-6018940)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-06-11
IRS object ID: 202001639349301355
Schema version: 2018v3.1
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)
Return	2020-06-11T12:57:55-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	356018940	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Daniel Smith	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	8128558311	PhoneNum
Signature	2020-06-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rebekuh Eley	PreparerPersonNm
PTIN	P01247672	PTIN
Phone	3126343400	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	129.79.76.150	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-11	IPDt
IP Tm	13:12:57	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	511F72E5D561E33EB2C8CDEC2712E6A956898161	AtSubmissionCreationDeviceId
At Submission Filing Device Id	511F72E5D561E33EB2C8CDEC2712E6A956898161	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$2,588,756,184	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.iufoundation.iu.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1936	FormationYr
Legal Domicile State	IN	LegalDomicileStateCd
Activity Or Mission	To maximize private philanthropic support for Indiana University	ActivityOrMissionDesc
Voting Members Governing Body	58	VotingMembersGoverningBodyCnt
Voting Members Independent	56	VotingMembersIndependentCnt
Total Employee	522	TotalEmployeeCnt
Total Volunteers	3300	TotalVolunteersCnt
Total Gross UBI	-$14,351,951	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$291,244,689	PYContributionsGrantsAmt
CY Contributions Grants	$201,530,833	CYContributionsGrantsAmt
PY Program Service Revenue	$30,249,877	PYProgramServiceRevenueAmt
CY Program Service Revenue	$36,582,340	CYProgramServiceRevenueAmt
PY Investment Income	$136,993,895	PYInvestmentIncomeAmt
CY Investment Income	$83,155,858	CYInvestmentIncomeAmt
PY Other Revenue	$2,144,601	PYOtherRevenueAmt
CY Other Revenue	-$11,726,368	CYOtherRevenueAmt
PY Total Revenue	$460,633,062	PYTotalRevenueAmt
CY Total Revenue	$309,542,663	CYTotalRevenueAmt
PY Grants And Similar Paid	$219,275,351	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$174,321,848	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$25,975,759	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,734,690	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$20,657,147	CYTotalFundraisingExpenseAmt
PY Other Expenses	$42,045,907	PYOtherExpensesAmt
CY Other Expenses	$41,725,889	CYOtherExpensesAmt
PY Total Expenses	$287,297,017	PYTotalExpensesAmt
CY Total Expenses	$239,782,427	CYTotalExpensesAmt
PY Revenues Less Expenses	$173,336,045	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$69,760,236	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,058,468,864	TotalAssetsBOYAmt
Total Assets EOY	$3,215,937,812	TotalAssetsEOYAmt
Total Liabilities BOY	$477,568,849	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$507,077,072	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,580,900,015	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,708,860,740	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The Indiana University Foundation (IUF) maximizes private philanthropic support for Indiana University by fostering lifelong relationships with key stakeholders and providing advancement leadership and fundraising services (Continued on Schedule O, page 60) for campuses and units across the university.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$41,450,715	ExpenseAmt
Grant	$41,450,715	GrantAmt
Revenue	$3,550,781	RevenueAmt
Desc	Faculty Support and Research - With nearly $41.5 million from IUF, University faculty and staff received additional support allowing for increased research opportunities and improved classroom experiences for all students. Private gift support helps meet the University's goal to attract and retain world-class faculty, which ultimately attracts the best and brightest students. During 2019, the number of endowed faculty positions (chairs, professorships and fellowships) increased to more than 678.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$53,143,906	ExpenseAmt
Grant	$53,143,907	GrantAmt
Revenue	$4,552,452	RevenueAmt
Desc	Student Scholarship and Financial Aid support - Indiana University undergraduate and graduate students received more than $53 million in scholarships, fellowships, loans and awards from private gift support. Students received scholarship support across all programs and units of the University. With the University seeing record enrollment numbers, private gift support is critical to ensuring that all willing students are able to explore their educational opportunities, experience college life, and efficiently manage tuition costs and debt loads. In 2019, approximately 12,990 scholarships supporting University students were funded by private gift support. (See Schedule O; page XX for additional discussion)IUF emphasizes and incentivizes philanthropic support of scholarships. Matching funds provided for donor gifts of $50,000 or more, incentivize giving to endowed scholarships and fellowships. IU and IUF development officers engage prospects with regard to the financial needs of students and are educated about student financial needs. Approximately 5,323 endowed scholarships and fellowships have been newly established through IU's Bicentennial Campaign as of 12/31/2019.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$41,146,002	ExpenseAmt
Grant	$41,146,001	GrantAmt
Revenue	$3,218,163	RevenueAmt
Desc	Academic & Student Program Support - The IUF provided over $37.5 million to the University to support academic & student programs. These funds enable dedicated students to develop skills and knowledge for growth and success by offering high-quality, responsive academic and student programs by employing best practices in teaching and learning; adding to the accumulated body of knowledge and creative work; enriching the community through cultural leadership and providing resources for problem solving.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$38,581,225	$38,581,225	$3,304,973	Endowment Capital Additions and FacilitiesThe IUF provided over $38.5 million to the University in support of new building construction, renovation and equipment needs. State-of-the-art facilities help the University attract high-caliber faculty and students. These facilities provide space, environments, and technologies that promote the highest levels of teaching, learning and research.
$32,231,307		$21,943,690	Investment Management The primary investment objective of the IUF's asset management program is to achieve an annualized total return (net of fees and expenses), through appreciation and income, equal to or greater than the rate of inflation plus any spending and administrative expenses thus, at a minimum, maintaining the purchasing power of those assets managed by the IUF. The assets are to be managed in a manner that will meet the primary investment objective, and where possible, to seek growth above the objective, while at the same time attempting to limit volatility for year-to-year spending.The IUF has adopted endowment investment and spending policies that attempt to provide a purchasing power of endowment assets. Under this policy, endowment assets are invested in a manner that is intended to yield a long-term rate of return that exceeds the distribution rate, inflation, and administrative fees of the endowment, while assuming a prudent level of investment risk. Actual results may not be sufficient to achieve this over some shorter time frames.Working with top-tier investment managers allows IUF to appropriately diversify our investment portfolio to achieve target returns with less volatility than achieved with traditional investments. Reducing volatility is imperative to those who rely on annual endowment income, such as students receiving renewable scholarships or faculty receiving annual salary support. Investment performance has historically exceeded our targets net of fees to managers. Over the past decade, we have outperformed our target weighted benchmark by 0.9% per annum.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$70,812,532	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$38,581,225	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$25,248,663	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$206,553,155	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	Yes (1)	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	184	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	522	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (1)	Form8282PropertyDisposedOfInd
Form8282 Filed	8	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	Yes (1)	Form1098CFiledInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	58	GoverningBodyVotingMembersCnt
Independent Voting Member	56	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	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	8128558311	PhoneNum

US Address USAddress

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

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

Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Michael A McRobbie
Board Chair, IUF Board Dir	0.00	Yes (X)	Yes (X)	$0	$0	$0
Kathryn E Booth
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Clarence H Doninger
IUF Board Director	0.00	Yes (X)		$0	$0	$0
David G Elmore
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Ann S Harrison
IUF Board Director	0.00	Yes (X)		$0	$0	$0
V William Hunt
IUF Board Director	0.00	Yes (X)		$0	$0	$0
David H Jacobs Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Dale Ellen Leff
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Norman E Pfau Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Lynn E Reichle
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Scott C Schurz
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard C Searles
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Patrick A Shoulders
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Cynthia Simon Skjodt
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Julie Inskeep
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Stephen A Stitle
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gregg T Summerville
Treasurer	0.00	Yes (X)	Yes (X)	$0	$0	$0
W Michael Wells
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Bill C Brown
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gayle K Cook
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Ellen C Gignilliat
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alan B Gilman
IUF Board Director	0.00	Yes (X)		$0	$0	$0
PA Mack Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Robert H McKinney
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Joseph T Morrow
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Harry L Gonso
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Sandra E Laney
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Gary J Anderson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Lacy M Johnson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
William Quinn Buckner
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Jeff M Fettig
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alan B Graf Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Kathleen A Ligocki
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Rose C Mays
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Glenn Scolnik
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Randolph L Seger
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Robert L Zerbe
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Jane M Jorgensen
IUF Board Director	0.00	Yes (X)		$0	$0	$0
J Robert Quigg III
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard L Johnson Jr
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Louis G Jordan
IUF Board Director	0.00	Yes (X)		$0	$0	$0
MaryEllen Bishop
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Alisa L Hendrix
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Richard E Woosnam
IUF Board Director	0.00	Yes (X)		$0	$0	$0
James R Hodge
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Milton R Stewart
Vice Chairman	0.00	Yes (X)	Yes (X)	$0	$0	$0
Daniel C Smith
President & CEO	40.00	Yes (X)	Yes (X)	$469,190	$0	$118,498
Julie A Davis
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Curtis A Ferguson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
James D Fielding
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Kim I Pressman
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Michael J Mirro
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Aasif Bade
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Jay B Hunt
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Derrick Burks
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Dave Evans
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Tim Morris
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Linda Watson
IUF Board Director	0.00	Yes (X)		$0	$0	$0
Steven A Martin
Assistant Corp Secretary	0.00		Yes (X)	$0	$0	$0
Richard Dupree
Executive VP for Development	40.00		Yes (X)	$333,479	$0	$48,420
Jeffrey D Stumpf
Exec VP for Finance & Operations	40.00		Yes (X)	$280,424	$0	$54,488
Gary Stratten
Executive VP Investments & CIO	40.00		Yes (X)	$338,484	$0	$60,517
Stacy Knapper
Exec VP, Gen Counsel, Corp Board Sec	40.00		Yes (X)	$223,974	$0	$65,102
Mary Bonk
VP, Advancement Data Tech Services	40.00			$217,166	$0	$47,194	Yes (X)
Sarah Beggs
Chief of Staff & VP Stratg Initiv	40.00			$184,738	$0	$58,915	Yes (X)
D Abe Weldy
Senior Director, Investments	40.00			$208,167	$0	$56,047		Yes (X)
Dorothy Metaj
VP Development,Indianapolis	40.00			$255,676	$0	$53,776		Yes (X)
Paula Jenkins
VP Development, Bloomington	40.00			$235,904	$0	$50,085		Yes (X)
Joyce Rogers
External Relations for DEMA	40.00			$264,878	$0	$67,310		Yes (X)
Jeff Lindauer
VP, Adv. Serv, Mg Dir Cap Camp	40.00			$219,157	$0	$38,188		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,231,237	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$718,540	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	45	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Holmes Hole Builders LLC
38 Kates Way	Vineyard Haven	MA	02568	Contractor	$1,232,302
Cambridge Associates
125 High Street	Boston	MA	02110	Investment Consultant	$1,050,000
Champlain Investment Partners
180 Battery Street	Burlington	VT	05401	Investment Manager	$741,292
Snyder Capital Management LP
101 Mission Street	San Francisco	CA	94105	Investment Manager	$691,463
Templeton Investment Counsel
One Franklin Parkway	San Mateo	CA	94403	Investment Manager	$520,325

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	16	CntrctRcvdGreaterThan100KCnt
Fundraising	$9,500	FundraisingAmt
All Other Contributions	$201,521,333	AllOtherContributionsAmt
Noncash Contributions	$15,775,496	NoncashContributionsAmt
Total Contributions	$201,530,833	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Management Fees	900099	$21,943,690	$21,943,690
Real Estate	900099	$6,251,978	$6,239,697	$12,281
Development Sv Support	900099	$5,504,931	$5,504,931
Air Services	900099	$1,167,708	$1,167,708
Telefund Service Fee	900099	$420,630	$420,630

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,293,403	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,293,403	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$36,582,340	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$97,092,247	TotalRevenueColumnAmt
Exclusion	$97,092,247	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$122,567	TotalRevenueColumnAmt
Exclusion	$122,567	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,263,580,690	SecuritiesAmt
Other	$1,237,718	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,277,055,046	SecuritiesAmt
Other	$1,699,751	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$13,474,356	SecuritiesAmt
Other	-$462,033	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$13,936,389	TotalRevenueColumnAmt
Exclusion	-$13,936,389	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$529,514	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$9,500	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$458,724	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$70,790	TotalRevenueColumnAmt
Exclusion	$70,790	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Life Ins inc & proc	900099	$2,278,954	$2,278,954
Sponsorship	900099	$165,553	$165,553
Income/Loss from K-1's	525990	-$14,364,232		-$14,364,232

Field	Value	IRS element (for citing)
Other Revenue Total	-$11,919,725	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$309,542,663	TotalRevenueColumnAmt
Related Or Exempt Func Income	$36,570,059	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$14,351,951	UnrelatedBusinessRevenueAmt
Exclusion	$85,793,722	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$173,586,348	TotalAmt
Program Services	$173,586,348	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$42,500	TotalAmt
Program Services	$42,500	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$693,000	TotalAmt
Program Services	$693,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,500,588	TotalAmt
Management And General	$1,230,445	ManagementAndGeneralAmt
Fundraising	$1,270,143	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$286,109	TotalAmt
Management And General	$140,783	ManagementAndGeneralAmt
Fundraising	$145,326	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$13,541,655	TotalAmt
Management And General	$3,489,039	ManagementAndGeneralAmt
Fundraising	$10,052,616	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,145,446	TotalAmt
Management And General	$1,055,693	ManagementAndGeneralAmt
Fundraising	$1,089,753	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,928,383	TotalAmt
Management And General	$1,933,009	ManagementAndGeneralAmt
Fundraising	$1,995,374	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,332,509	TotalAmt
Management And General	$655,677	ManagementAndGeneralAmt
Fundraising	$676,832	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$100,302	TotalAmt
Management And General	$49,355	ManagementAndGeneralAmt
Fundraising	$50,947	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,468,394	TotalAmt
Management And General	$722,541	ManagementAndGeneralAmt
Fundraising	$745,853	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$32,231,307	TotalAmt
Program Services	$32,231,307	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$176,737	TotalAmt
Management And General	$168,512	ManagementAndGeneralAmt
Fundraising	$8,225	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,159,335	TotalAmt
Management And General	$309,726	ManagementAndGeneralAmt
Fundraising	$849,609	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,533,376	TotalAmt
Management And General	$552,185	ManagementAndGeneralAmt
Fundraising	$981,191	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,483,993	TotalAmt
Management And General	$914,768	ManagementAndGeneralAmt
Fundraising	$569,225	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,129,814	TotalAmt
Management And General	$746,759	ManagementAndGeneralAmt
Fundraising	$1,383,055	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$210,023	TotalAmt
Management And General	$51,145	ManagementAndGeneralAmt
Fundraising	$158,878	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$690,989	TotalAmt
Management And General	$340,010	ManagementAndGeneralAmt
Fundraising	$350,979	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$541,619	TotalAmt
Management And General	$212,478	ManagementAndGeneralAmt
Fundraising	$329,141	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$239,782,427	TotalAmt
Program Services	$206,553,155	ProgramServicesAmt
Management And General	$12,572,125	ManagementAndGeneralAmt
Fundraising	$20,657,147	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$155,229,436	BOYAmt
EOY	$141,756,247	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$228,241,841	BOYAmt
EOY	$251,707,456	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$54,321,691	BOYAmt
EOY	$86,622,559	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$125,151,060	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$31,913,109	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$94,725,193	BOYAmt
EOY	$93,237,951	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,419,853,049	BOYAmt
EOY	$1,404,730,786	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,106,097,654	BOYAmt
EOY	$1,237,882,813	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,058,468,864	BOYAmt
EOY	$3,215,937,812	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,412,860	BOYAmt
EOY	$5,825,131	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$414,382	BOYAmt
EOY	$371,918	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$468,741,607	BOYAmt
EOY	$500,880,023	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$477,568,849	BOYAmt
EOY	$507,077,072	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$84,897,311	BOYAmt
EOY	$96,807,385	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$910,010,639	BOYAmt
EOY	$951,468,970	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,585,992,065	BOYAmt
EOY	$1,660,584,385	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,580,900,015	BOYAmt
EOY	$2,708,860,740	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,058,468,864	BOYAmt
EOY	$3,215,937,812	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$69,760,236	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$53,877,951	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$4,322,538	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	$134,762,439	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$192,667,048	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$193,068,041	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$291,244,689	CurrentTaxYearMinus1YearAmt
Current Tax Year	$201,530,833	CurrentTaxYearAmt
Total	$1,013,273,050	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$134,762,439	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$192,667,048	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$193,068,041	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$291,244,689	CurrentTaxYearMinus1YearAmt
Current Tax Year	$201,530,833	CurrentTaxYearAmt
Total	$1,013,273,050	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$19,625,341	SubstantialContributorsTotAmt
Public Support Total170	$993,647,709	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,090,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,658,405	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,328,539	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,785,966	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,789,637	CurrentTaxYearAmt
Total	$111,653,026	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$588,247	CurrentTaxYearMinus2YearsAmt
Total	$588,247	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,824,850	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,715,703	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,587,470	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,490,970	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,515,297	CurrentTaxYearAmt
Total	$23,134,290	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,148,648,613	TotalSupportAmt
Gross Receipts Rltd Activities	$137,300,764	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.86510	PublicSupportCY170Pct
Public Support PY170	0.84590	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	1	TotalEasementsCnt
Total Acreage	0.00	TotalAcreageCnt
Historic Structure Easements	1	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	1	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	2.00	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	$2,143,899,402	BeginningYearBalanceAmt
Contributions	$95,457,500	ContributionsAmt
Investment Earnings Or Losses	$90,899,641	InvestmentEarningsOrLossesAmt
Other Expenditures	-$102,881,985	OtherExpendituresAmt
End Year Balance	$2,227,374,557	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,983,221,076	BeginningYearBalanceAmt
Contributions	$126,401,421	ContributionsAmt
Investment Earnings Or Losses	$140,187,262	InvestmentEarningsOrLossesAmt
Other Expenditures	-$105,910,357	OtherExpendituresAmt
End Year Balance	$2,143,899,402	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01400	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.67600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.31000	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	$34,910,573	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$27,476,121	OtherCostOrOtherBasisAmt
Book Value	$62,386,694	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,378,239	OtherCostOrOtherBasisAmt
Depreciation	$27,550,142	DepreciationAmt
Book Value	$29,828,097	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,558,454	OtherCostOrOtherBasisAmt
Depreciation	$2,375,786	DepreciationAmt
Book Value	$182,668	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,827,673	OtherCostOrOtherBasisAmt
Depreciation	$1,987,181	DepreciationAmt
Book Value	$840,492	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$93,237,951	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Institutional Funds, Cash and Equiv & Commercial Paper	$30,506,380	F
Private Equity	$1,207,376,433	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,237,882,813	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Accumulated Trust Liability	$42,632,552
Collateral Under Securities Lending Agreement	$98,251,445
Due to Indiana University	$240,661,975
Assets Held for University Affiliates	$42,460,592
Due to Brokers	$76,873,459

Field	Value	IRS element (for citing)
Total Liability	$500,880,023	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$350,043,269	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$54,285,385	NetUnrealizedGainsInvstAmt
Other Revenue	$4,082,296	OtherRevenueAmt
Revenue Not Reported	$58,367,681	RevenueNotReportedAmt
Revenue Subtotal	$291,675,588	RevenueSubtotalAmt
Other Revenues Not Included	$17,867,075	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$17,867,075	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$309,542,663	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$222,082,544	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$14,531,424	OtherExpensesIncludedAmt
Expenses Not Reported	$14,531,424	ExpensesNotReportedAmt
Expenses Subtotal	$207,551,120	ExpensesSubtotalAmt
Other Expenses Not Included	$32,231,307	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$32,231,307	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$239,782,427	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part II, Line 9:	IUF reports its conservation easement on the income statement consistent with treatment for ordinary revenues and expenses on the financial statements. The building with the historical easement is being reported on the balance sheet at cost and is being depreciated over the life of the building.
Part V, Line 4:	The intended uses of the organization's endowment funds are to support Indiana University as it carries out its missions of teaching, research and public service.
Part X, Line 2:	Accounting Standards Codification (ASC) 740-10, Accounting for Uncertainty in Income Taxes, prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The IUF is subject to routine audits by taxing jurisdications; however, there are currently no audits for any tax periods in progress. The IUF believes it is no longer subject to income examinations for years prior to 2016. As of June 30, 2019 and 2018, the IUF has no uncertain tax positions.
Part XI, Line 2d - Other Adjustments:	Fundraising Event Expenses 458,724. Rental Expense 3,623,572.
Part XI, Line 4b - Other Adjustments:	Management Fees 32,231,307. Income/Loss from K-1's -14,364,232.
Part XII, Line 2d - Other Adjustments:	Fundraising Event Expenses 458,724. Rental Expense 3,623,572. Promise to give write-off 10,449,128.
Part XII, Line 4b - Other Adjustments:	Management Fees 32,231,307.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt
Central America and the Caribbean	Investment	$344,453,812
East Asia and the Pacific	Fundraising	$55,536	0
East Asia and the Pacific	University Partnership/Alumni Relations	$51,062	0
Europe	Investment	$22,218,238
Europe	Fundraising	$14,431	0
North America	University Partnership/Alumni Relations	$5,527	0
North America	Investment	$8,413,568
South Asia	Fundraising/Representation	$46,971	0
Russia and Neighboring States	Grantmaking	$693,000	0

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$375,259,145	SubtotalSpentAmt
Continuation Spent	$693,000	ContinuationSpentAmt
Total Spent	$375,952,145	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Russia and Neighboring States	RegionTxt
Purpose Of Grant	Operating Expenses	PurposeOfGrantTxt
Cash Grant	$693,000	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 IUF has been able to reasonably identify for either direct or indirect (thru reimbursement) support have been listed in Schedule F. The IUF exists to support the activities of Indiana University. There are activities supported by Indiana University, both domestic and foreign, that are reimbursed from IUF accounts. The IUF does not have a reasonable means to determine precisely if expenses reimbursed to Indiana University are foreign or domestic in nature. Appropriate due diligence has been taken to identify those which may be reportable.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Little 500 Races	Event1Nm
Gross Receipts Event1	$530,044	GrossReceiptsEvent1Amt
Charitable Contri Event1	$9,500	CharitableContriEvent1Amt
Gross Revenue Event1	$520,544	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$118,852	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$148,226	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$177,042	OtherDirectExpensesEvent1Amt
Event2	Fall Cycling	Event2Nm
Gross Receipts Event2	$8,970	GrossReceiptsEvent2Amt
Charitable Contri Event2	$0	CharitableContriEvent2Amt
Gross Revenue Event2	$8,970	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$2,407	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$2,829	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$9,368	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$539,014	GrossReceiptsTotalAmt
Charitable Contributions Tot	$9,500	CharitableContributionsTotAmt
Gross Revenue Total Events	$529,514	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$121,259	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$151,055	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$186,410	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$458,724	DirectExpenseSummaryEventsAmt
Net Income Summary	$70,790	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$37,567,829	Academic and Student Program Support
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$52,408,407	Student Scholarship and Financial Aid
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$41,450,715	Faculty Support & Research
Indiana University
401 E 7th Street	Bloomington	IN	47405	356001673	Gov't Entity	$38,581,225	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	4	RecipientCnt
Cash Grant	$42,500	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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	$409,739	$0	$0	$0	$59,451	$0	$94,830	$0	$23,668	$0	$587,688	$0	$0	$0
Richard Dupree
Executive VP for Development	$316,271	$0	$0	$0	$17,208	$0	$34,830	$0	$13,590	$0	$381,899	$0	$0	$0
Jeffrey D Stumpf
Exec VP for Finance & Operations	$264,868	$0	$0	$0	$15,556	$0	$34,830	$0	$19,658	$0	$334,912	$0	$0	$0
Gary Stratten
Executive VP Investments & CIO	$246,741	$0	$76,325	$0	$15,418	$0	$34,830	$0	$25,687	$0	$399,001	$0	$0	$0
Stacy Knapper
Exec VP, Gen Counsel, Corp Board Sec	$198,908	$0	$10,000	$0	$15,066	$0	$28,315	$0	$36,787	$0	$289,076	$0	$0	$0
Mary Bonk
VP, Advancement Data Tech Services	$214,626	$0	$0	$0	$2,540	$0	$26,679	$0	$20,515	$0	$264,360	$0	$0	$0
Sarah Beggs
Chief of Staff & VP Stratg Initiv	$182,809	$0	$0	$0	$1,929	$0	$22,729	$0	$36,186	$0	$243,653	$0	$0	$0
D Abe Weldy
Senior Director, Investments	$176,787	$0	$29,401	$0	$1,979	$0	$25,605	$0	$30,442	$0	$264,214	$0	$0	$0
Dorothy Metaj
VP Development,Indianapolis	$240,895	$0	$0	$0	$14,781	$0	$32,685	$0	$21,091	$0	$309,452	$0	$0	$0
Paula Jenkins
VP Development, Bloomington	$222,361	$0	$0	$0	$13,543	$0	$29,291	$0	$20,794	$0	$285,989	$0	$0	$0
Joyce Rogers
External Relations for DEMA	$258,334	$0	$4,000	$0	$2,544	$0	$33,823	$0	$33,487	$0	$332,188	$0	$0	$0
Jeff Lindauer
VP, Adv. Serv, Mg Dir Cap Camp	$213,841	$0	$3,000	$0	$2,316	$0	$26,454	$0	$11,734	$0	$257,345	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1a	First Class or charter travel: The IUF maintains a policy governing all business expenses including travel. Should a business need (e.g. length of flight time, security concerns, lack of commercial air options, etc.) require the use of first-class or charter travel, the IUF Board of Directors has authorized the IUF CEO to approve its use. These costs were not treated as taxable income because the travel is business related. In compliance with the IRS intermediate sanctions rules and regulations, in order to be approved under IUF policy, first-class and charter travel must be deemed to be in the best interests of the IUF in order to merit approval. Travel for Companions: The IUF maintains a policy governing all business expenses which prohibits companion related expenses, except for the specifically defined role of Associate to the IUF President. The duties of this position, which are outlined in a formal policy and support the organization's mission, are fulfilled by the IUF President & CEO's spouse. The Associate to the IUF President incurs business related expenses on behalf of IUF, and those amounts are not treated as taxable. In all cases, travel for companions is considered in the IUF's efforts to ensure compliance with the intermediate sanctions law. Tax indemnification and gross-up payments: Tax indemnification and gross-up payments are only paid to staff in limited circumstances, and must be approved in accordance with IUF policies governing these types of payments. In the case of disqualified persons, indemnification payments are considered in the IUF's efforts to ensure compliance with the intermediate sanctions law. At least annually, the expenses incurred by all employees are reviewed to ensure appropriate taxation and reporting. Gross-up payments are established taking into account an estimated tax rate. However, employees receiving the payment are not grossed up for actual taxes incurred. The following gross-up payments were provided in 2018 in connection with the following items, and in all cases were treated as taxable income to the recipient: With the approval by the Executive Vice President for Finance & Operations and Assistant Corporate Secretary: a wireless communication allowance for cell phone and data services is made available to those staff who demonstrate a business purpose for these types of payments, such as staff who need to have access via cell and data communication and information after hours. During 2018 one-hundred-twentyseven (127) employees received a wireless communication allowance. With the approval of the IUF Board of Directors: allowances are made available to the IUF President & CEO for long-term disability and supplemental retirement payments to provide future retirement restoration. *allowances for vehicles are made available to certain Vice Presidents, Executive Vice Presidents and the IUF President & CEO.
Part I, Line 4b	Eligible executives participate in various non-qualified deferred compensation plans organized under code section 457(f). The exact purpose of each plan varies, but they include: compensation limitation make-up plans, deferral of a portion of incentive bonus type plans and other attributes of a deferred compensation plan. Any amount ultimately paid under the program to the executive is reported as compensation on Form 990, Schedule J, Part II, Column B in the year paid. Payments made in 2018: N/A Daniel Smith was credited with $60,000 and Laurie Burns McRobbie was credited with $25,000 in contributions to their respective deferred compensation accounts.
Part I, Line 5	The Indiana University Foundation currently provides two incentive compensation plans: The Investment Incentive Compensation Plan is available to key personnel in the Investment Department. The primary goal of the plan is retention of key investment staff who are responsible for helping the IUF to achieve top quartile investment performance relative to its peers while reducing the volatility of performance over time. This plan is based on the premise of true value of dollars added by staff over an appropriate benchmark. IUF's Target Weighted Benchmark, and over a three-year period. The calculation of amount of bonus awarded is based on a formula similar to the industry standard and provides for a cap as a percentage of salary. This plan was developed and recommended by the Investment Committee of the IUF Board of Directors. The Major Gift Officers Evaluation/Incentive Program is designed to provide blueprints for and encourage our most gifted fundraisers to reach farther and inevitably increase their personal satisfaction and institutional value as development officers of Indiana University/Foundation. It rewards those who do so with eligibility for a year-end financial bonus. The calculation of amount of bonus awarded is based on definitive quantifiable indices for all participants, including dollars raised (both cash and deferred), opportunities (proposals), and contacts.
Part I, Line 7	Management provides non-fixed payments in the form of bonuses available to all IUF staff from a discretionary fund. All bonuses are based on performance and merit.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Laurie Burns McRobbie
See Part V	$225,726	Employment of family member	0
Arabella McRobbie
See Part V	$60,383	Employment of family member	0
MR & JA Stewart TTEEs
See Part V	$583,500	Asset sale	0
MR & JA Stewart TTEEs
See Part V	$170,000	Asset sale	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV, Business Transactions Involving Interested Persons:	FormAndLineReferenceDesc
Explanation	(a) Name of Interested Person: Laurie Burns McRobbie(b) Relationship Between Interested Person and the Organization: Spouse of Michael McRobbie, IUF Chairman of Board(c) Amount of Transaction: $225,726(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Arabella McRobbie(b) Relationship Between Interested Person and the Organization: Daughter of Michael McRobbie, IUF Chairman of Board, and is employed as an IUF staff member(c) Amount of Transaction: $60,383(d) Description of Transaction: Employment(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Milton R. Stewart and Judith A Stewart, Trustees of the Stewart Family Trust(b) Relationship Between Interested Person and the Organization: Milton R. Stewart, IUF Board Director(c) Amount of Transaction: $583,500(d) Description of Transaction: IUF purchased a 48.625% undivided interest ($583,500) in real property owned by the Milton R. Stewart and Judith A. Stewart Family Trust dated 10/14/04. The remaining 51.375% interest in the real property was gifted from Milton R. Stewart and Judith A. Stewart as Trustees of the Milton R. Stewart and Judith A. Stewart Family Trust dated 10/14/04 to IUF as Trustee of the Milton and Judith Stewart CRUT II dated 6/20/19. Any profit from IUF's sale of its 48.625% interest in the real property will be directed to the Milt & Judi Stewart Law Professorship.The IUF follows procedures and exercises due diligence before acquiring gifts of real property. The procedures and due diligence followed are applied consistently to all real estate transactions. The valuation basis of the real property acquired by IUF was fair market value evidenced by an appraisal completed by a certified appraiser within 60 days of the sale.(e) Sharing of Organization's Revenues? No(a) Name of Interested Person: Milton R. Stewart and Judith A Stewart, Trustees of the Stewart Family Trust(b) Relationship Between Interested Person and the Organization: Milton R. Stewart, IUF Board Director(c) Amount of Transaction: $170,000(d) Description of Transaction: IUF purchased a vacant lot ($170,000) which adjoins the real property referenced above from Milton R. Stewart and Judith A. Stewart as Trustees of the Milton R. Stewart and Judith A. Stewart Family Trust dated 10/14/04. Any profit from IUF's sale of the real property will be directed to the Milt & Judi Stewart Law Professorship. The IUF follows procedures and exercises due diligence before acquiring gifts of real property. The procedures and due diligence followed are applied consistently to all real estate transactions. The valuation basis of the real property acquired by IUF was fair market value evidenced by an appraisal completed by a certified appraiser within 60 days of the sale.(e) Sharing of Organization's Revenues? No	ExplanationTxt

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$44,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Listed Value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	549	ContributionCnt
Noncash Contributions Rpt F990	$9,993,607	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	8	ContributionCnt
Noncash Contributions Rpt F990	$5,485,922	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	$977	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Professional Appraisals	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$178,834	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Listed values	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$38,227	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Actual Costs	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Travel Exp.	21	$32,131	Actual costs
Yes (X)	Tickets and Related	7	$1,498	Actual costs
Yes (X)	Athletic Equipment	1	$300	Listed values

Field	Value	IRS element (for citing)
Form8283 Received	37	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. IUF hires brokers to assist in selling gifts of stock and securities.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	Lacy M. Johnson, IUF Board Director and Harry L. Gonso, IUF Board Director are partners at Ice Miller, LLP.
Form 990, Part VI, Section A, line 4	The Board of Directors of the Foundation approved certain changes to its governance structure which became effective immediately following the June 8, 2018 meeting of the IUF Board. Amended and restated Bylaws reflecting these changes were adopted in June 2019 with retroactive effectiveness to June 8, 2018 (the "Revised Bylaws"). Previously, the Governance Committee of the Board was designated as the legal governance body for the Foundation, with responsibility for almost all actions of the Board. Voting rights of the Board were limited to election and removal of members of the Board; and any other item or matter specifically referred to the Board by the Governance Committee. This resulted in reporting on the Form 990 of 26 voting members. The Revised Bylaws state that the Board has the right to take or approve the following actions: election and removal of members of the Board; any item or matter specifically referred to the Board by the Governance Committee; and items or matters elevated from any Strategic Committee (as defined in the Revised Bylaws). Per the Revised Bylaws, the Governance Committee has the right to take or approve the following actions: any item or matter specifically referred to the Governance Committee by the Board; and items or matters elevated from any Operating Committee (as defined in the Revised Bylaws). This change has resulted in reporting on the Form 990 of 58 voting members.
Form 990, Part VI, Section B, line 11b	The Form 990 is completed by IUF staff. A management team comprised of the Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President, General Counsel and Corporate Secretary; Executive Vice President and Chief Investment Officer; Associate Vice President, Internal Audit and Risk Management; Vice President for Advancement Services & Managing Director of Capital Campaigns; Executive Vice President for Development; Controller; Associate Vice President, Tax & Institutional Reporting; Vice President, Talent Management and Human Resources; and Chief of Staff and VP, Strategic Initiatives review the Form 990, including all schedules line-by-line to determine accuracy and validity. The IUF engages an independent accounting firm to review the Form 990. The President & CEO then reviews and signs the Form 990 and the independent accounting firm signs as preparer. The IUF Audit Committee reviews the completed Form 990, including all schedules, without redactions. Once signed, an electronic version of the public disclosure copy of Form 990 is made available to the IUF Board of Directors via the internet. The public disclosure copy is provided in order to more thoroughly protect the privacy of donors. The Form 990 is then filed electronically with the IRS.
Form 990, Part VI, Section B, line 12c	Each July, the IUF provides a copy of its Conflicts of Interest Policy to all directors and officers. Directors and officers are required to read and comply with the policy which requires, at a minimum, annually disclosing the existence or non-existence of any conflicts of interest, real or perceived, in writing to the IUF Board Secretary. The disclosures are reviewed by IUF staff including the Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President, General Counsel and Corporate Secretary; Executive Vice President and Chief Investment Officer; Board Secretary; Associate Vice President, Internal Audit and Risk Management; Chief of Staff and VP, Strategic Initiatives; Associate Vice President, Tax & Institutional Reporting; and the Assistant Vice President, Real Estate to determine validity and completeness based on staff knowledge of IUF activities and transactions. The results of this review, along with every disclosure in its entirety, are provided to the IUF Audit Committee Chair and Vice Chair. A report is then made by the Audit Committee Chair to the full Audit Committee. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Board and all relevant Board committees. In addition to the Conflicts of Interest Policy, each July the IUF provides a background survey and a request for information for Form 990 disclosures to all officers, directors and key employees. As with the Conflicts of Interest, disclosures related to the survey and Form 990 are reviewed by staff and provided verbatim to the IUF Audit Committee Chair and Vice Chair. A report is then made by the Audit Committee Chair to the full Audit Committee. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Executive Committee and Committee on Directors and Governance. When applicable, the Audit Committee Chair will also report any disclosure requiring action to the IUF Board and all relevant Board committees.
Form 990, Part VI, Section B, line 15	Each June, the IUF Compensation Committee approves the compensation arrangements for disqualified persons in accordance with IRS regulation section 53.4958-6 "Rebuttable presumption that a transaction is not an excess benefit transaction". Individuals defined as disqualified persons who receive compensation from the IUF include: the President & CEO; Executive Vice President for Finance and Operations & Assistant Corporate Secretary; Executive Vice President for Development; Executive Vice President and Chief Investment Officer; Executive Vice President, General Counsel and Corporate Secretary; Senior Advisor, IUF; and the Assistant Director of Development, Parent Engagement. The compensation arrangement for each individual is approved in advance for the upcoming fiscal year period July 1 thru June 30 by the Compensation Committee which is an authorized body of the IUF Board of Directors. The Compensation Committee is composed entirely of independent directors who do not have a conflict of interest (within the meaning of paragraph (c)(1)(iii) of section 53.4958-6) with respect to the compensation arrangement for each disqualified person. The Compensation Committee determines if each compensation arrangement in its entirety is reasonable through the use of relevant information including, but not limited to, compensation levels paid by similarly situated organizations, both taxable and tax-exempt, for functionally comparable positions; the availability of similar services in the geographic area of the applicable tax-exempt organization; current compensation surveys compiled by independent firms; and actual written offers from similar institutions competing for the services of the disqualified person. Upon approval of the compensation arrangement for each disqualified person, the Compensation Committee provides written documentation noting the terms of the transaction that was approved and the date it was approved; the members of the Committee who were present during review of the arrangement that was approved and those who voted on it; the comparability data obtained and relied upon by the Committee and how the data was obtained; and, if applicable, any actions taken with respect to consideration of the arrangement by anyone who is otherwise a member of the Committee but who had a conflict of interest with respect to the arrangement. The Compensation Committee's most recent review and approval of compensation arrangements for all disqualified persons was June 6, 2019.
Form 990, Part VI, Section C, line 18	We recognize that good governance practices provide safeguards to help ensure that our funds are consistently used in accordance with our mission, tax-exempt purpose, and donor intent. Copies of the IUF's Forms 990 and Form 990T can be requested through the IUF office. The current year 990 tax return is available through the IUF's website @ www.iufoundation.iu.edu. Form 990 and 990T are available upon request for the past three years in accordance with IRC Section 6104(d) through the IUF's office.
Form 990, Part VI, Section C, line 19	We recognize that good governance practices provide safeguards to help ensure that our funds are consistently used in accordance with our mission, tax-exempt purpose, and donor intent. Copies of all the IUF's governing documents and conflict of interest policy can be requested through the IUF office. The audited financial statements (past four years), conflict of interest policy and other specific governance documents are available through the IUF's website @ www.iufoundation.iu.edu.
Form 990; Part VII; Column B	IUF Board Directors generally attend three in person meetings per year with additional participation in supplemental calls throughout the year, as needed. Currently, no methodology has been used to capture and reflect an accurate representation of time spent per week for each director; therefore, time spent has been represented as 0.00.
Form 990, Part XI, line 9:	Income/Loss from K-1's 14,364,232. Promise to give write-off -10,449,128. Split Interest Agreements 407,434.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Legal Domicile StateLegalDomicileStateCd
CVI GVF Holdings 8 Ltd
PO Box 309	Grand Cayman	CJ	KY1-1104	Investment	CJ	IUF	C	-$54,361	$1,374,427	0.99000	Yes (1)
Charitable Remainder Trusts (97)
				Trust							0	IN

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	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	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$2,812,977	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt