Overview
Foundation supporting Indiana University through fundraising and investment stewardship.1
Manages invested gifts and other assets to support IU campuses, students, faculty, and programs.1
Investment program
- Estimated AUM
- $3.8B3
- Capital pool
- Public university affiliated foundation endowment2
- Investment model
- Our seasoned investment managers use a broad mix of asset classes and operate according to the policies and strategic direction of the IUF Investment Committee and the laws of the State of Indiana.4
- Investment approach
- Home About Financial In this section Indiana University’s Endowment Investment Overview Tax Information IUF Annual Report IUAA Annual Report Our investment philosophy We take a disciplined, consistent, and diversified approach to investment.3
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, real estate, infrastructure, public markets, fixed income.5
- Performance
- Not listed yet
- Governance
- Our seasoned investment managers use a broad mix of asset classes and operate according to the policies and strategic direction of the IUF Investment Committee and the laws of the State of Indiana.3
- Investment team
- The Investment Office will serve as the primary contact for the Foundation’s investment managers, investment consultant, and asset custodian.4
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 4, 2026 · Verified
Officer compensation
Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation. 54 additional officers reported no compensation.
| Name | Title | Total |
|---|---|---|
| J Thomas Forbes | President and CEO | $585,576 |
| D Abe Weldy | Co-CIO | $526,786 |
| James Bergstrom | Co-CIO | $521,470 |
| Joyce Q Rogers | EVP for Development | $414,356 |
| Mary Bonk | Interim EVP Finance and Bus Op, VP Project Managem | $341,448 |
| Paula Jenkins | VP, Principal Gifts | $315,125 |
| Philippa Guthrie | EVP, Gen Counsel & Sec. (until 6/25) | $314,649 |
| Jeffrey Lindauer | VP, University Advancement | $308,923 |
| Sarah Beggs | Senior VP, Advancement Services | $304,072 |
| Catherine Melvin | VP, Fin. and Accounting (until 1/25) | $298,296 |
| Julie McFall | Senior VP, Human Resources & Culture | $293,052 |
| Elizabeth Feeny | VP of Development | $291,271 |
| Patricia Riveire | Chief Alumni Officer | $288,640 |
| Jeffrey D Stumpf | Former EVP for Finance & Operations | $256,360 |
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- Website (myiu.org)Parent organization overview, Pool purpose · checked Jul 4, 2026
- Manual research (myiu.org)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
- Financial statements (myiu.org)Estimated AUM, Investment approach, Governance · checked Jul 4, 2026
- Website (myiu.org)Investment model, Investment team · checked Jul 4, 2026
- Annual report (myiu.org)Asset allocation · checked Jul 4, 2026
- Website (myiu.org)Investment office page · checked Jul 4, 2026
Reports and filings
- Public evidence references these asset classes or allocation areas: private equity, venture capital, private credit, real estate, infrastructure, public markets, fixed income.Annual report · checked Jul 4, 2026
- portfolio holds more than $3.8 billionFinancial statements · checked Jul 4, 2026
Profile and job sources
- Manual research (myiu.org)Manual research · checked Jul 4, 2026
- Website (myiu.org)Website · checked Jul 4, 2026
- Website (myiu.org)Website · checked Jul 4, 2026
- Website (myiu.org)Website · checked Jul 4, 2026
- Website (myiu.org)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026