Indiana University Foundation
Donations deductibleIndiana University Foundation's network
40 people21 organisationsi40 people and 21 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (40). Violet dotted lines (21) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
53 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 53 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Pamela S Whitten Chair | Chairman of the Board | 2022 | 4 yrs |
| Aasif M Bade (also filed as Aasif Bade) | IUF Board Director | 2018 | 8 yrs |
| Alan B Graf Jr (also filed as Alan B Graf) | IUF Board Director | 2018 | 8 yrs |
| Alisa L Hendrix | IUF Board Director | 2018 | 8 yrs |
| Amy Balcius | IUF Board Director | 2023 | 3 yrs |
| Cheng Wu | IUF Board Director | 2023 | 3 yrs |
| Curtis A Ferguson | IUF Board Director | 2018 | 8 yrs |
| Cynthia Simon Skjodt (also filed as Cynthia S Skjodt) | IUF Board Director | 2018 | 8 yrs |
| Dale Ellen Leff | IUF Board Director | 2018 | 8 yrs |
| David C Evans (also filed as Dave Evans) | IUF Board Director | 2019 | 7 yrs |
| David H Jacobs Jr | IUF Board Director | 2018 | 8 yrs |
| Dena Rae Hancock | IUF Board Director | 2021 | 5 yrs |
| Derrick Burks | IUF Board Director | 2019 | 7 yrs |
| Donna Spears | IUF Board Director | 2022 | 4 yrs |
| Glenn Scolnik | IUF Board Director | 2018 | 8 yrs |
| Gregg T Summerville | IUF Board Director | 2018 | 8 yrs |
| Isaac P Torres | IUF Board Director | 2022 | 4 yrs |
| J Thomas Forbes (also filed as JT Forbes) | President and CEO | 2022 | 4 yrs |
| James D Fielding (also filed as James Fielding) | IUF Board Director | 2018 | 8 yrs |
| James R Hodge | IUF Board Director | 2018 | 8 yrs |
| James Robert Rob Quigg III (also filed as J Robert Quigg III, James Robert Quigg III) | IUF Board Director | 2018 | 8 yrs |
| Jane M Jorgensen | IUF Board Director | 2018 | 8 yrs |
| Jeff M Fettig | IUF Board Director | 2018 | 8 yrs |
| John Timothy Tim Morris (also filed as John Timothy Morris) | IUF Board Director | 2021 | 5 yrs |
| Joseph T Morrow | IUF Board Director | 2018 | 8 yrs |
| Julie A Davis (also filed as Julie Davis) | IUF Board Director | 2018 | 8 yrs |
| Julie Christopher | IUF Board Director | 2021 | 5 yrs |
| Kathleen A Ligocki (also filed as Kathleen Ligocki) | IUF Board Director | 2018 | 8 yrs |
| Kathryn R Booth | Vice Chairman | 2021 | 5 yrs |
| Kenneth W Kaczmarek | IUF Board Director | 2022 | 4 yrs |
| Kim I Pressman | Treasurer | 2018 | 8 yrs |
| Lacy M Johnson | IUF Board Director | 2018 | 8 yrs |
| Linda S Watson (also filed as Linda Watson) | IUF Board Director | 2019 | 7 yrs |
| Louis G Jordan | IUF Board Director | 2018 | 8 yrs |
| Melissa Proffitt Schmidt | IUF Board Director | 2022 | 4 yrs |
| Michael D Shumate | IUF Board Director | 2018 | 8 yrs |
| Pamela Carter | IUF Board Director | 2023 | 3 yrs |
| Patrica A Martin | IUF Board Director | 2021 | 5 yrs |
| Randolph L Seger | IUF Board Director | 2018 | 8 yrs |
| Richard C Searles | IUF Board Director | 2018 | 8 yrs |
| Richard E Woosnam | IUF Board Director | 2018 | 8 yrs |
| Richard L Johnson Jr (also filed as Rick L Johnson Jr) | IUF Board Director | 2018 | 8 yrs |
| Robert Johnson | IUF Board Director | 2023 | 3 yrs |
| Robert L Zerbe | IUF Board Director | 2018 | 8 yrs |
| Rodney M Miller Sr | IUF Board Director | 2021 | 5 yrs |
| Rose C Mays | IUF Board Director | 2018 | 8 yrs |
| Sallie Jo Tardy Mitzell | IUF Board Director | 2023 | 3 yrs |
| Sandra E Laney | IUF Board Director | 2018 | 8 yrs |
| Steven L Tuchman | IUF Board Director | 2022 | 4 yrs |
| Theodore D Dickman | IUF Board Director | 2021 | 5 yrs |
| Victor E Renuart | IUF Board Director | 2021 | 5 yrs |
| W Michael Wells | IUF Board Director | 2018 | 8 yrs |
| William Quinn Buckner (also filed as William Q Buckner) | IUF Board Director | 2018 | 8 yrs |
Officers and senior leadership
23 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anne Wymore | VP, Marketing & Annual Giving (until 02/22) | since 2021 |
| Bryan Melvin | Vice President Development,Prin Gifts | 2021 |
| D Abe Weldy | Senior Director, Investments | since 2018 |
| Daniel C Smith | President & CEO | 2021 |
| Dorothy Metaj | VP Development,Indianapolis | since 2019 |
| Gary Stratten | Executive VP Investments & CIO | since 2018 |
| J Thomas Forbes | Interim President and CEO | 2021 |
| James Bergstrom | Sr. Director, Investments | since 2018 |
| Jeffrey D Stumpf | Exec VP for Finance & Operations | since 2018 |
| Jeffrey Lindauer | Vice President Advancement Services & Managing Dir | since 2018 |
| Joyce Q Rogers | VP Dev, External Relations, DEMA | since 2018 |
| Julie Beth Vipperman | Senior VP, Human Resources & Culture | 2023 |
| Laurie Burns McRobbie | Senior Advisor, IUF | 2018 |
| Mary Bonk | VP, Advancement Technology | since 2018 |
| Paula Jenkins | VP Development, Bloomington | since 2019 |
| Philippa Guthrie | EVP, Gen Counsel & Corp Board Secretary | 2023 |
| Phillippa Guthrie | Gen Counsel & Corp Board Secretary | 2022 |
| Richard Dupree | Executive VP for Development | since 2018 |
| Sarah Beggs | Chief of Staff,VP Stratg. Initiatives | since 2018 |
| Scott Ryan | Director of Investments | since 2022 |
| Sheila Decker | VP, Administration | 2023 |
| Stacy Knapper | General Counsel (until 07/21) | since 2018 |
| Steven A Martin | Assistant Corporate Secretary | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| J Thomas Forbes | President and CEO | 40 | $512k | $74k | |
| D Abe Weldy | Co-CIO | 40 | $441k | $86k | |
| James Bergstrom | Co-CIO | 40 | $436k | $85k | |
| Joyce Q Rogers | EVP for Development | 40 | $352k | $62k | |
| Mary Bonk | Interim EVP Finance and Bus Op, VP Project Managem | 40 | $288k | $53k | |
| Jeffrey Lindauer | VP, University Advancement | 40 | $272k | $37k | |
| Paula Jenkins | VP, Principal Gifts | 40 | $263k | $52k | |
| Jeffrey D Stumpf | Former EVP for Finance & Operations | 40 | $256k | ||
| Julie McFall | Senior VP, Human Resources & Culture | 40 | $247k | $46k | |
| Philippa Guthrie | EVP, Gen Counsel & Sec. (until 6/25) | 40 | $246k | $68k | |
| Sarah Beggs | Senior VP, Advancement Services | 40 | $238k | $66k | |
| Elizabeth Feeny | VP of Development | 40 | $231k | $60k | |
| Catherine Melvin | VP, Fin. and Accounting (until 1/25) | 40 | $225k | $73k | |
| Patricia Riveire | Chief Alumni Officer | 40 | $220k | $69k | |
| Pamela S Whitten | Chairman of the Board | 0 | $0 | ||
| Louis G Jordan | Vice Chair | 0 | $0 | ||
| Kenneth W Kaczmarek | IUF Board Director/Treasurer | 0 | $0 | ||
| Aasif M Bade | IUF Board Director | 0 | $0 | ||
| Alan B Graf | IUF Board Director | 0 | $0 | ||
| Alisa L Hendrix | IUF Board Director | 0 | $0 | ||
| Amish Shah | IUF Board Director | 0 | $0 | ||
| Amy Balcius | IUF Board Director | 0 | $0 | ||
| Cheng Wu | IUF Board Director (until 6/30/25) | 0 | $0 | ||
| Cheryl Sullivan | IUF Board Director | 0 | $0 | ||
| Curtis A Ferguson | IUF Board Director | 0 | $0 | ||
| David C Evans | IUF Board Director (until 6/30/25) | 0 | $0 | ||
| David H Jacobs Jr | IUF Board Director | 0 | $0 | ||
| Dena Rae Hancock | IUF Board Director | 0 | $0 | ||
| Derrick Burks | IUF Board Director | 0 | $0 | ||
| Donna Spears | IUF Board Director (until 6/30/25) | 0 | $0 | ||
| Frank Graves | IUF Board Director | 0 | $0 | ||
| Glenn Scolnik | IUF Board Director | 0 | $0 | ||
| Gregg T Summerville | IUF Board Director (until 6/30/25) | 0 | $0 | ||
| James Fielding | IUF Board Director | 0 | $0 | ||
| James R Hodge | IUF Board Director | 0 | $0 | ||
| James Robert Quigg III | IUF Board Director | 0 | $0 | ||
| Jane M Jorgensen | IUF Board Director | 0 | $0 | ||
| John Fernandez | IUF Board Director | 0 | $0 | ||
| Jeff M Fettig | IUF Board Director | 0 | $0 | ||
| John Timothy Morris | IUF Board Director | 0 | $0 |
Colorado roster
71 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263015522). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Jane M. Jorgensen | Iuf Board Director |
| Victor E. Renuart | Director |
| Rick L. Johnson, Jr. | Iuf Board Director |
| Alisa L. Hendrix | Iuf Board Director |
| Jeffrey Lindauer | VP, University Advancement |
| John Timothy Morris | Iuf Board Director |
| Patricia Riveire | Chief Alumni Officer |
| Catherine Melvin | VP, Fin. and Accounting (Until 1/25) |
| Sallie Jo Tardy Mitzell | Iuf Board Director |
| Theodore D. Dickman | Iuf Board Director |
| Donna Spears | Iuf Board Director |
| Jeff M. Fettig | Iuf Board Director |
| Michael D. Shumate | Iuf Board Director |
| John Fernandez | Iuf Board Director |
| W. Michael Wells | Iuf Board Director |
| Steven L. Tuchman | Iuf Board Director |
| David H. Jacobs, Jr. | Iuf Board Director |
| Rose C. Mays | Iuf Board Director (Until 2/28/25) |
| Joyce Q. Rogers | Executive VP for Development |
| Joshua W. Abel | Executive VP, General Counsel and Corporate Secret |
| Brad Westlake | |
| J. Thomas Forbes | President and CEO |
| Mary Boelke | Iuf Board Director |
| Elizabeth Feeny | VP of Development |
| Pamela Carter | Iuf Board Director |
| Rodney M. Miller, Sr. | Iuf Board Director |
| James Robert Quigg, III | Iuf Board Director |
| Melissa Proffitt Schmidt | Iuf Board Director |
| Randolph L. Seger | Iuf Board Director |
| Sarah Beggs | Senior VP, Advancement Services |
| Cheryl Sullivan | Iuf Board Director |
| Particia A. Martin | Iuf Board Director |
| Louis G. Jordan | Vice Chair |
| Julie Christopher | Iuf Board Director |
| Pamela S. Whitten | Chairman of the Board |
| Nate Feltman | Iuf Board Director |
| Kim I. Pressman | Treasurer |
| Cheng Wu | Iuf Board Director (Until 6/30/25) |
| Mary Bonk | Interim EVP Finance and Bus Op, VP |
| Kathryn R. Booth | Iuf Board Director |
| Frank Graves | Iuf Board Director |
| Derrick Burks | Iuf Board Director |
| Glenn Scolnik | Iuf Board Director |
| Brad Westlake | VP, Finance and Accounting, Acting CFO, Controller |
| Paula Jenkins | VP, Principal Gifts |
| Alan B. Graf | Iuf Board Director |
| Robert L. Zerbe | Iuf Board Director |
| Kevin Gay | Iuf Board Director |
| Julie McFall | Sr VP, Human Resources and Culture |
| Gregg T. Summerville | Iuf Board Director (Until 6/30/25) |
| Steven A. Martin | Assistant Corporate Secretary |
| Linda S. Watson | Iuf Board Director |
| Dena Rae Hancock | Iuf Board Director |
| Kristin Mays-Corbitt | Iuf Board Director |
| William Q. Buckner | Iuf Board Director |
| D. Abe Weldy | Co-Chief Investment Officer |
| James Bergstrom | Co-Chief Investment Officer |
| Curtis A. Ferguson | Iuf Board Director |
| David C. Evans | Iuf Board Director (Until 6/30/25) |
| Julie Davis | Iuf Board Director |
| Marya Rose | Iuf Board Director |
| Robert Johnson | Iuf Board Director |
| James Fielding | Iuf Board Director |
| Kenneth W. Kaczmarek | Iuf Board Director/Treasurer |
| Richard E. Woosnam | Iuf Board Director |
| Aasif M. Bade | Iuf Board Director |
| Amish Shah | Iuf Board Director |
| Jeffrey D. Stumpf | Former EVP, Finance and Operations Until 10/23 |
| Amy Balcius | Iuf Board Director |
| Phillippa M. Guthrie | Executive VP, General Counsel, Corporate Secretary |
| James R. Hodge | Iuf Board Director |
About
- Legal name
- Indiana University Foundation
- EIN
- 356018940
- Address
- Po Box 500, Bloomington, IN, 47402-0500
- State
- Indiana
- 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 for (Continued on Schedule O) campuses and units across the university. (as filed on the Form 990)
- Activity (NTEE)
- B110 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1936
- Principal officer
- J Thomas Forbes (as named on the Form 990)
- IRS ruling date
- 1 March 1938
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsAasif M Bade
≥8years on the filingsAlan B Graf Jr
≥8years on the filingsAlisa L Hendrix
≥8years on the filingsCurtis A Ferguson
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $4.67bn
- Total liabilities
- $811.5m
- Net assets or fund balances
- $3.86bn
- Contributions and grants received
- $335.3m
- Program service revenue
- $54.5m
- Grants and similar paid out
- $403.6m
- Employees
- 378
- Volunteers
- 524
Grants paid
4 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Indiana University | Academic and Student Program Support | $225.4m |
| Indiana University | Faculty Support & Research | $80.6m |
| Indiana University | Student Scholarship and Financial Aid | $75.4m |
| Indiana University | Endowment and Capital Additions | $22.2m |