Indiana University Foundation Annual Report

Indiana University Total Voluntary Support and National Rankings For the Fiscal Years Ended June 30 (in millions of dollars)

RANKINGS

FISCAL TOTAL VOLUNTARY ALL COLLEGES PUBLIC COLLEGES BIG TEN YEAR SUPPORT AND UNIVERSITIES AND UNIVERSITIES UNIVERSITIES 2010 $342.8 NA* NA* NA*

2009 $247.6 21 9 4

2008 $408.6 11 3 2

2007 $278.5 19 7 4

2006 $247.5 17 6 5

2005 $301.0 9 2 2

2004 $248.5 13 3 1

2003 $248.3 15 7 2

2002 $183.6 24 9 4

2001 $300.9 7 1 1

2000 $201.6 19 7 4

1999 $159.4 19 8 4

1998 $141.7 20 7 4

1997 $116.4 22 9 7

1996 $131.1 15 6 3

Total voluntary support includes gifts made through IUF and the Riley Children's Foundation, which is associated with IU's Riley Hospital for Children, and private-sector grants.

National rankings among colleges and universities are compiled by the Council for Aid to Education and are published annually by The Chronicle of Higher Education. Over the past 20 years, IU has consistently ranked among the top colleges and universities in the nation.

During ﬁscal year 2009, IU ranked 21st among all colleges and universities, 9th among public colleges and universities, and 4th among Big Ten universities.

*NA - Not Yet Available

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Total Voluntary Support: Top 25 Universities in Total Giving For the Fiscal Year Ended June 30, 2009 (in millions of dollars)

INSTITUTION AMOUNT

1. Stanford University $640.1

2. Harvard University $601.6

3. Cornell University $446.7

4. University of Pennsylvania $439.8

5. Johns Hopkins University $433.4

6. Columbia University $413.4

7. University of Southern California $369.0

8. Yale University $358.1

9. University of California, Los Angeles $351.7

10. UNIVERSITY OF WISCONSIN $341.8

11. New York University $334.8

12. University of Washington $323.5

13. Massachusetts Institute of Technology $319.1

14. Duke University $301.6

15. University of California, San Francisco $300.4

16. UNIVERSITY OF MINNESOTA $272.4

17. University of North Carolina at Chapel Hill $270.1

18. UNIVERSITY OF MICHIGAN $263.3

19. University of California, Berkeley $255.1

20. University of Chicago $248.8

21. INDIANA UNIVERSITY $247.6

22. University of Texas at Austin $238.0

23. OHIO STATE UNIVERSITY $237.1

24. University of Virginia $233.5

25. Princeton University $214.2

Compiled by the Council for Aid to Education. Published by The Chronicle of Higher Education, March 2010. Public universities are listed in bold; Big Ten universities are listed in UPPER CASE.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Indiana University Endowment and National Rankings For the Fiscal Years Ended June 30 (in millions of dollars)

RANKINGS

FISCAL ENDOWMENT MARKET PUBLIC COLLEGES AND BIG TEN YEAR VALUE UNIVERSITIES UNIVERSITIES 2010 $1,371.0 NA* NA*

2009 $1,226.5 11 5

2008 $1,546.5 12 7

2007 $1,556.9 14 8

2006 $1,276.1 13 8

2005 $1,107.0 15 8

2004 $1,012.7 13 7

2003 $941.1 11 6

2002 $955.9 9 4

2001 $922.9 14 7

2000 $907.5 14 8

1999 $802.4 14 6

1998 $718.0 12 5

1997 $605.3 13 6

1996 $529.4 12 6

IU consistently ranks among the nation!s top 15 public universities in the market value of its endowment, according to annual surveys conducted by the National Association of College and University Business Ofﬁcers and TIAA-CREF. Fiscal year 2009 was the 20th consecutive year that IU has ranked among the nation's largest public university endowments.

*NA - Not Yet Available

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Top 15 Public University Endowments Market Value as of June 30, 2009 (in thousands of dollars)

INSTITUTION AMOUNT

1. University of Texas System $12,163,049

2. University of Michigan $6,000,827

3. The Texas A&M University System and Foundations $5,083,754

4. University of California $4,937,483

5. University of Virginia $2,556,732

6. University of North Carolina at Chapel Hill and Foundations $1,905,081

7. Ohio State University and Foundation $1,651,561

8. University of Washington $1,649,159

9. Purdue University $1,457,543

10. University of Wisconsin and Foundation $1,373,034

11. INDIANA UNIVERSITY AND FOUNDATION $1,226,505

12. Pennsylvania State University $1,226,011

13. University of Minnesota Foundation $1,077,425

14. Michigan State University $1,046,975

15. University of Florida Foundation Inc. $1,010,590

Source: 2009 NACUBO-Commonfund Study of Endowments (NCSE) Compiled by the National Association of College and University Business Ofﬁcers, http://www.nacubo.org. Big Ten universities are listed in bold.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Total Voluntary Support For the Fiscal Years Ended June 30 (in millions of dollars)

$500

$408.6 $400 $342.8

$300 $278.5 $247.5 $247.6

$200

$100

$0 2006 2007 2008 2009 2010

2006 2007 2008 2009 2010

Private Giving Through IUF $110.7 $147.5 $251.4 $114.7 $166.8

Private Grants to IU 119.0 107.0 120.9 121.2 161.7

Private Giving to IU Processed Through RCF* 17.8 24.0 36.3 11.7 14.3

TOTAL $247.5 $278.5 $408.6 $247.6 $342.8

Number of Donors University-Wide 106,735 112,195 110,461 101,341 123,652

*Riley Children's Foundation (RCF)

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Number of Donors University-Wide For the Fiscal Years Ended June 30

150,000

123,652 125,000 110,461 112,195 106,735 101,341 100,000

75,000

50,000

25,000

0 2006 2007 2008 2009 2010

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Giving by Alumni, Friends, Parents, Foundations, Corporations, and Other Organizations For the Fiscal Year Ended June 30, 2010 (in millions of dollars)

INDIVIDUAL Parents ORGANIZATIONAL GIVING 0.24% GIVING Friends 17.21% Foundations 27.70%

Corporations Alumni 11.51% 36.03%

Other Organizations 7.31%

DONORS AMOUNT

INDIVIDUAL GIVING

Alumni 69,836 $ 60.1

Friends 46,373 28.7

Parents 2,875 0.4

ORGANIZATIONAL GIVING

Foundations 340 46.2

Corporations 2,851 19.2

Other Organizations 1,377 12.2

TOTAL GIVING 123,652 $166.8

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Purposes of Private Giving For the Fiscal Year Ended June 30, 2010 (in millions of dollars)

PURPOSE AMOUNT Student Financial Aid $ 41.9

Academic Divisions 25.2

Property, Buildings, and Equipment 23.1

Faculty and Staff Compensation 10.3

Research 6.3

Unrestricted 2.1

Library 2.0

Public Service and Extension 1.3

Operation and Maintenance of Physical Plant 1.1

Loan Funds 0.1

Other Restricted Purposes 53.4

TOTAL $166.8

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Total Private Giving to Indiana University With Donor Count by Campus—For the Fiscal Year Ended June 30, 2010 (alphabetized by campus)

CAMPUS DONORS* AMOUNT IU Bloomington 92,880 $ 95,754,914

IU East 905 248,869

IU Kokomo 945 362,065

IU Northwest 1,190 595,066

IU-PU Fort Wayne 47 9,630

IUPUI 30,609 68,071,288

IU South Bend 2,498 1,000,006

IU Southeast 1,963 763,692

TOTAL $166,805,530

*Because many donors give to more than one campus or unit, the number of donors by unit and campus is larger than the number of donors University-wide. During Fiscal 2010 the Indiana University system received gifts from 123,652 donors.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Total Private Giving by Unit: IUPUI Schools and Programs With Donor Count by Unit—For the Fiscal Year Ended June 30, 2010* (alphabetized by unit)

UNIT DONORS AMOUNT Center on Philanthropy 322 $391,581

Herron School of Art and Design 593 $1,519,343

IU-PU Columbus 357 $327,895

IUPUI Jaguars Athletics 343 $68,799

IUPUI Libraries 273 $340,255

Kelley School of Business 924 $247,726

School of Dentistry 2,091 $920,575

School of Education 583 $90,935

School of Engineering and Technology 980 $595,042

School of Health and Rehabilitation Sciences 447 $51,804

School of Law 1,931 $741,825

School of Liberal Arts 922 $554,115

School of Medicine 17,407 $59,922,956

School of Nursing 2,345 $517,733

School of Physical Education and Tourism Management 463 $182,900

School of Public and Environmental Affairs 378 $104,769

School of Science 612 $363,806

School of Social Work 546 $87,598

University College 26 $489,999

*The IUPUI units listed here have raised gifts of $50,000 or more, and/or have a development ofﬁcer on staff.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Total Private Giving by Unit: IU Bloomington Schools and Programs With Donor Count by Unit—For the Fiscal Year Ended June 30, 2010* (alphabetized by unit)

UNIT DONORS AMOUNT Alumni Association 29,227 $2,770,210

College of Arts and Sciences 11,434 $6,058,059

Department of Athletics 11,330 $12,106,854

Health, Physical Education, and Recreation 1,732 $612,087

Hutton Honors College 439 $371,390

International Experiences Programs 33 $180,404

IU Alumni Association Scholarships 276 $120,452

IU Art Museum 302 $1,874,264

IU Auditorium 466 $239,596

IU Foundation Scholarships 499 $693,228

IU Jacobs School of Music 3,102 $6,395,595

IU Press 117 $56,575

Kelley School of Business 8,644 $32,747,090

Kinsey Institute 364 $186,944

Lilly Library 296 $1,051,390

Maurer School of Law 2,403 $2,360,457

Ofﬁce of Enrollment Services 914 $579,028

Radio and Television Services 10,774 $1,443,203

Research and Graduate Development 136 $827,799

School of Education 5,130 $965,539

School of Informatics and Computing 302 $411,259

School of Journalism 1,012 $2,711,934

School of Library and Information Science 865 $193,759

School of Optometry 629 $248,896

School of Public and Environmental Affairs 1,104 $545,185

University Libraries 1,229 $153,622

Well House Society 946 $731,603

Wells Scholars Program 126 $313,414

*The IUB units listed here have raised gifts of $50,000 or more, and/or have a development ofﬁcer on staff.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Restricted and Unrestricted Giving For the Fiscal Year Ended June 30, 2010 (in millions of dollars)

Unrestricted 1.3% $2.1

Restricted 98.7% $164.7

Your unrestricted gift is important. 1.3% of all private gifts to IUF are given without restrictions on how they will be used. An unrestricted gift gives Indiana University the latitude to direct gift funds to where they are most needed. It allows the university to take advantage of unexpected opportunities that occur after state budgets are set.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Market Value of Managed Investments As of June 30 (in millions of dollars)

$2,000

$1,728.3 $1,652.9

$1,477.6 $1,500 $1,399.1 $1,321.7

$1,000

$500

$0 2006 2007 2008 2009 2010

2006 2007 2008 2009 2010 Cash & Cash Equivalents $ 100.4 $ 111.3 $ 159.8 $ 175.6 $ 167.7

Domestic Equity 648.5 689.3 514.9 283.6 335.5

International Equity 233.7 355.4 292.9 230.2 242.5

Domestic Fixed Income 200.1 153.0 156.9 102.4 111.8

International Fixed Income 21.2 26.2 19.0 11.9 11.4

Alternative Investments & Other 195.2 393.1 509.4 518.0 608.7

TOTAL $1,399.1 $1,728.3 $1,652.9 $1,321.7 $1,477.6

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Asset Allocation of Managed Investments As of June 30, 2010 (in millions of dollars)

Cash & Cash Equivalents 11.3% $167.7

Alternative Investments & Other Domestic 41.2% Equity $608.7 22.7% $335.5

TOTAL $1,477.6

International Fixed Income 0.8% $11.4 International Domestic Fixed Equity Income 16.4% 7.6% $242.5 $111.8

The key is to grow the portfolio over the long term. This goal has led the IU Foundation, as the steward of Indiana University!s investment portfolio, to emphasize an equity bias as the way to participate in long-term economic growth around the world. Diversification continues to be a valuable risk-reducing tool, which leads to investments in other assets as well. For example, an allocation to fixed income offers stability, while exposure to real assets provides a level of inflation protection.

The equity, ﬁxed income, and alternative investment categories are owned within the investment portfolio, while cash is typically held separately.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Managed Pooled Investments Period Ending June 30, 2010

1 Year 3 Years 5 Years 10 Years

IUF Pooled Funds 12.8% (6.9)% 2.1% 3.4%

Total Target Weighted Index 12.5% (5.6)% 2.3% 3.2%

Market Value (in millions of dollars) $1,477.6

The above returns reﬂect the compiled performance of the external managers of the Indiana University Foundation pooled funds. The actual performance of individual account positions will vary due to foundation fees and the impact of certain assets of the pooled funds held by the foundation. Past performance is not a guarantee of future performance.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711

Future and Planned Giving Commitments As of June 30, 2010 (in millions of dollars)

Estates $2.8 Life Insurance $36.5

TOTAL $544.8 Pledges $126.5

Bequests, Outside Trusts, and Other $379.0

Not all gifts for Indiana University show up in the year-end totals. Many are not cash-in-hand, but rather are commitments to give in the future. The most obvious are Annual Fund pledges, but these "promises to give" also include bequests, life insurance, outside trusts and other planned giving arrangements. This chart reﬂects the total value of all such gifts where the donor has communicated his or her intentions to give.

Your generosity. IU's future.

Bloomington | Post Office Box 500, Bloomington, IN 47402 | 812-855-8311 or 800-558-8311 Indianapolis | 950 N. Meridian Street, Suite 250, Indianapolis, IN 46204 | 317-274-3711