Financial Highlights - Indiana University Foundation

Financial Highlights
2012–2013
Total Voluntary Support
For the fiscal years ended June 30 (in millions of dollars)
$400.00
$295.9
$300.00
$250.00
$347.9
$342.8
$350.00
$305.9
$247.6
$200.00
$150.00
$100.00
$50.00
$0.00
2009
2010
2011
2012
2013
2012–2013 FINANCIAL HIGHLIGHTS
Total Voluntary Support
For the fiscal years ended June 30 (in millions of dollars)
2009
2 010
2 011
2 01 2
2 013
Private Giving to IU through IUF
$114.7
$166.8
$146.9
$154.0
$153.5
Private Grants to IU
$121.2
$161.7
$132.5
$176.5
$133.9
$11.7
$14.3
$16.5
$17.4
$18.5
$247.6
$342.8
$295.9
$347.9
$305.9
101,341
123,652
123,016
Private Giving to IU through
Riley Children’s Foundation
TOTAL
Number of Donors University-Wide
117,813 120,703
Total Voluntary Support includes gifts made through IUF, private-sector grants, and the Riley Children's Foundation,
which is associated with IU's Riley Hospital for Children.
2012–2013 FINANCIAL HIGHLIGHTS
How Much Non-Grant Private Support is
Available to IU in a Year?
For the fiscal year ended June 30, 2013
Private Gifts*
$153.5 Million
*98% of private gifts are
restricted by donor intent
Resources
Available to IU
$103.5 Million
Total Private
Giving Resources
To Endowment
$50 Million
$175 Million
IUF Endowment
$1.74 Billion
4.83% Annual
Distribution to IU
$71.5 Million
2012–2013 FINANCIAL HIGHLIGHTS
Number of Donors University-Wide
For the fiscal years ended June 30
140,000
123,652
123,016
2010
2011
120,000
100,000
117,813
120,703
101,341
80,000
60,000
40,000
20,000
-
2009
2012
2013
2012–2013 FINANCIAL HIGHLIGHTS
Giving by Alumni, Non-Alumni, Corporations,
Foundations, & Other Organizations
For the fiscal year ended June 30, 2013 (in millions of dollars)
Other
Organizations
$32.3
21%
ORGANIZATIONAL
GIVING
Alumni
$38.8
25%
INDIVIDUAL
GIVING
Foundations
$26.3
17%
Corporations
$17.8
12%
Non-Alumni
$38.3
25%
2012–2013 FINANCIAL HIGHLIGHTS
Giving by Alumni, Non-Alumni, Corporations,
Foundations, & Other Organizations
For the fiscal year ended June 30, 2013 (in millions of dollars)
DONORS
AMOUNT
Alumni
72,106
$38.8
Non-Alumni
43,323
$38.3
Corporations
2,794
$17.8
Foundations
430
$26.3
1,583
$32.3
120,236
$153.5
INDIVIDUAL GIVING
ORGANIZATIONAL GIVING
Other Organizations
TOTAL GIVING
2012–2013 FINANCIAL HIGHLIGHTS
Annual Private Giving Impact
For the fiscal year ended June 30, 2013
Program Support
6%
Facilities
10%
Activities & Events
2%
Student
Scholarships &
Financial Aid
28%
Faculty & Program
Research
11%
Academic
Operations
Support
21%
Faculty Support
22%
2012–2013 FINANCIAL HIGHLIGHTS
Total Private Giving to Indiana University
With donor count by campus—for the fiscal year ended June 30, 2013
CAMPUS
DONORS
AMOUNT
90,662
$73,043,812
IU East
1,030
$361,198
IU Kokomo
1,168
$404,497
IU Northwest
1,074
$402,815
117
$8,840
27,878
$75,224,666
IU South Bend
1,074
$2,666,793
IU Southeast
1,971
$1,425,785
IU Bloomington
IU-PU Fort Wayne
IUPUI*
TOTAL
$153,538,406
*IU School of Medicine represents 54% of IUPUI donors and 84% of amount given to IUPUI.
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.
2012–2013 FINANCIAL HIGHLIGHTS
Total Private Giving by Unit: IUPUI Schools & Programs
With donor count by unit—for the fiscal year ended June 30, 2013
UNIT
DONORS
AMOUNT
School of Medicine
15,134
$63,376,464
School of Dentistry
2,100
Lilly Family School of Philanthropy
Herron School of Art and Design
UNIT
DONORS
AMOUNT
School of Education
612
$132,769
$2,353,643
School of Social Work
534
$110,019
383
$2,342,347
IU-PU Columbus
225
$108,274
470
$1,594,321
IUPUI VC for Research
11
$101,318
McKinney School of Law
1,781
$1,369,764
IUPUI University Library
302
$92,154
School of Nursing
1,675
$778,597
School of Health and Rehabilitation
Sciences
434
$89,390
778
$498,477
School of Physical Education and Tourism
Management
255
$81,250
41
$433,618
School of Public and Environmental Affairs
288
$80,446
1,035
$403,715
IUPUI School of Informatics
178
$79,949
Kelley School of Business
674
$295,221
IUPUI Jaguars Athletics
468
$66,352
School of Science
498
$272,060
School of Engineering and
Technology
University College
School of Liberal Arts
The IUPUI units listed here have raised gifts of $50,000 or more, and/or have a development officer on staff.
2012–2013 FINANCIAL HIGHLIGHTS
Total Private Giving by Unit: IUB Schools & Programs
With donor count by unit—for the fiscal year ended June 30, 2013
UNIT
DONORS
AMOUNT
UNIT
DONORS
11,293
$17,080,873
School of Informatics and Computing
College of Arts and Sciences
9,998
$10,425,511
IU Bloomington Nursing
Kelley School of Business
8,068
$10,060,861
IU Libraries
IU Jacobs School of Music
3,079
$6,406,200
162
Maurer School of Law
School of Education
AMOUNT
1,041
$727,865
90
$620,160
1,537
$449,378
IU Foundation Scholarships
408
$393,299
$4,585,783
William H. Mathers Museum
44
$332,861
2,320
$3,776,136
School of Optometry
455
$321,427
4,171
$2,817,535
Wells Scholars Program
186
$317,092
254
$1,606,857
IU Auditorium
450
$242,708
IU Alumni Association
35,410
$1,574,424
Kinsey Institute
326
$239,781
Radio and Television Services
10,944
$1,521,759
School of Journalism
783
$174,557
1,442
$1,334,015
IU Student Foundation
865
$130,101
576
$1,043,263
International Affairs
46
$125,375
1,039
$952,037
International Experiences Program
73
$107,108
840
$764,088
Department of Athletics
Office of VP for Research
IU Art Museum
School of Public Health
Office of Enrollment Management
School of Public and
Environmental Affairs
Well House Society
The IUB units listed here have raised gifts of $50,000 or more, and/or have a development officer on staff.
2012–2013 FINANCIAL HIGHLIGHTS
Market Value of Managed Investments
As of June 30 (in millions of dollars)
$2,500.0
$2,000.0
$1,769.3
$1,500.0
$1,763.1
$1,962.4
$1,477.6
$1,321.7
$1,000.0
$500.0
$0.0
2009
2010
2011
2012
2013
2012–2013 FINANCIAL HIGHLIGHTS
Asset Allocation of Managed Investments
As of June 30, 2013 (in millions of dollars)
International
Cash & Cash Fixed Income
3%
Equivalents
6%
Domestic
Fixed Income
12%
Alternative
Investments &
Other
44%
International
Equity
15%
Domestic
Equity
20%
The key is to grow the
portfolio over the long term.
As the steward of assets that
benefit Indiana University,
the IU Foundation has
emphasized an equity bias as
the way to participate in longterm economic growth around
the world. Diversification
continues to be a valuable
risk-reduction/returnenhancing tool that leads to
investments across various
asset types, styles, managers,
and geographies.
TOTAL
$1,962.4
2012–2013 FINANCIAL HIGHLIGHTS
Investment Performance Results
For the fiscal years ended June 30 (in millions of dollars)
Annual Returns
1 Year
3 Years
5 Years
10 Years
IUF Pooled Funds
12.5%
11.4%
3.7%
7.3%
Total Target Weighted Index
10.2%
9.3%
3.1%
6.7%
To judge the success of its investment decisions, the IU Foundation compares
the returns of the IUF Pooled Funds with those of a Target Weighted Index.
This customized index contains the appropriate weightings of various indices
to mirror the weighting of the assets in the IUF portfolio.
The above returns reflect the compiled performance of the external managers
of the IUF Pooled Funds. Past performance is not a guarantee of future
performance.
2012–2013 FINANCIAL HIGHLIGHTS
Future & Planned Giving Commitments
As of June 30, 2013 (in millions of dollars)
Estates
$10.4
Life Insurance
$37.8
TOTAL
$365.8
Pledges
$95.5
Bequests,
Outside Trusts,
& Other
$222.1
2012–2013 FINANCIAL HIGHLIGHTS

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