TY 2018 Form 990

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................13

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) INDIANA UNIVERSITY HEALTH	351955872	3	Yes		9,412,877	0
(B) INDIANA UNIVERSITY HEALTH ARNETT	263162145	3		No	0	0
(C) INDIANA UNIVERSITY HEALTH BALL MEMORIAL HOSPITAL	350867958	3		No	0	0
(D) INDIANA UNIVERSITY HEALTH BEDFORD	237042323	3		No	0	0
(E) INDIANA UNIVERSITY HEALTH BLOOMINGTON	351720796	3		No	0	0
(F) INDIANA UNIVERSITY HEALTH FRANKFORT	815174295	3		No	0	0
(G) INDIANA UNIVERSITY HEALTH JAY	822736786	3		No	0	0
(H) INDIANA UNIVERSITY HEALTH NORTH HOSPITAL	351932442	3		No	0	0
(I) INDIANA UNIVERSITY HEALTH PAOLI	352090919	3		No	0	0
(J) INDIANA UNIVERSITY HEALTH TIPTON HOSPITAL	262772226	3		No	0	0
(K) INDIANA UNIVERSITY HEALTH WEST HOSPITAL	351814660	3		No	0	0
(L) INDIANA UNIVERSITY HEALTH WHITE MEMORIAL HOSPITAL	273532963	3		No	0	0
(M) INDIANA UNIVERSITY HEALTH BLACKFORD	010646166	3		No	0	0
Total 13					9,412,877

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Yes

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Form 990, Schedule A, Part IV, Line 1: Supported organizations	The amended and restated articles of incorporation of IU Health Foundation, Inc. (the Foundation) provide that the Foundation supports Indiana University Health and a class of supported organizations designated by purpose (i.e. all hospitals in the state of Indiana that are described in Sections 509(a)(1) and 170(b)(1)(A)(iii) of the Code and operated, supervised, or controlled directly by or in connection with Indiana University Health). This class includes: Indiana University Health, Inc. Indiana University Health Arnett, Inc. Indiana University Health Ball Memorial Hospital, Inc. Indiana University Health Bedford, Inc. Indiana University Health Bloomington, Inc. Indiana University Health Blackford, Inc. Indiana University Health Jay, Inc. Indiana University Health Frankfort, Inc. Indiana University Health Paoli, Inc. Indiana University Health North Hospital, Inc. Indiana University Health Tipton, Inc. Indiana University Health West, Inc. Indiana University Health White Memorial Hospital, Inc. This designation accomplishes Indiana University Health's objective of providing an integrated, statewide approach to charitable support for its affiliated hospitals throughout the state of Indiana.
Form 990, Schedule A, Part IV, Section B, Line 2: Benefit of other orgs.	The Foundation is controlled by Indiana University Health, Inc. and it operates for the benefit of Indiana University Health and a class of additional supported organizations defined to include hospitals in the state of Indiana that are described in Section 509(a)(1) and Section 170(b)(1)(A)(iii) of the Code and operated, supervised, or controlled directly by or in connection with Indiana University Health, Inc. The Foundation's operation for the benefit of this class of supported organizations, in addition to operating for the benefit of Indiana University Health, Inc. carries out Indiana University Health's purposes because each of the additional supported organizations by definition is a code section 509(a)(1) / 170(b)(1)(A)(iii) hospital that itself is operated, supervised, or controlled directly by or in connection with Indiana University Health, Inc.

Return Reference

Explanation

Form 990, Schedule A, Part IV, Line 1: Supported organizations

The amended and restated articles of incorporation of IU Health Foundation, Inc. (the Foundation) provide that the Foundation supports Indiana University Health and a class of supported organizations designated by purpose (i.e. all hospitals in the state of Indiana that are described in Sections 509(a)(1) and 170(b)(1)(A)(iii) of the Code and operated, supervised, or controlled directly by or in connection with Indiana University Health). This class includes: Indiana University Health, Inc. Indiana University Health Arnett, Inc. Indiana University Health Ball Memorial Hospital, Inc. Indiana University Health Bedford, Inc. Indiana University Health Bloomington, Inc. Indiana University Health Blackford, Inc. Indiana University Health Jay, Inc. Indiana University Health Frankfort, Inc. Indiana University Health Paoli, Inc. Indiana University Health North Hospital, Inc. Indiana University Health Tipton, Inc. Indiana University Health West, Inc. Indiana University Health White Memorial Hospital, Inc. This designation accomplishes Indiana University Health's objective of providing an integrated, statewide approach to charitable support for its affiliated hospitals throughout the state of Indiana.

Form 990, Schedule A, Part IV, Section B, Line 2: Benefit of other orgs.

The Foundation is controlled by Indiana University Health, Inc. and it operates for the benefit of Indiana University Health and a class of additional supported organizations defined to include hospitals in the state of Indiana that are described in Section 509(a)(1) and Section 170(b)(1)(A)(iii) of the Code and operated, supervised, or controlled directly by or in connection with Indiana University Health, Inc. The Foundation's operation for the benefit of this class of supported organizations, in addition to operating for the benefit of Indiana University Health, Inc. carries out Indiana University Health's purposes because each of the additional supported organizations by definition is a code section 509(a)(1) / 170(b)(1)(A)(iii) hospital that itself is operated, supervised, or controlled directly by or in connection with Indiana University Health, Inc.

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization INDIANA UNIVERSITY HEALTH FOUNDATION INC

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization INDIANA UNIVERSITY HEALTH FOUNDATION INC		Employer identification number 35-6043086

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization INDIANA UNIVERSITY HEALTH FOUNDATION INC			Employer identification number 35-6043086
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	48,193,742	44,766,080	43,298,558	45,217,668	45,668,020
b	Contributions ...	726,498	518,937	332,118	246,546	255,598
c	Net investment earnings, gains, and losses	-50,819	3,699,356	2,015,909	-1,375,252	211,988
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	2,207,229	790,631	880,505	790,404	917,938
f	Administrative expenses ....
g	End of year balance ......	46,662,192	48,193,742	44,766,080	43,298,558	45,217,668

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

76.670 %

Permanent endowment SchDMd Bullet

23.330 %

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) ALLOC. OF POOLED INVESTMENTS	28,310,807	F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	28,310,807

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) BENEFICIAL INT PERPETUAL TRUST				8,527,165
(2) BENEFICIAL INT CHART REMAIN TR				4,765,506
(3) CONTRIBUTIONS RECEIVABLE				3,969,588
(4) OTHER ASSETS				1,106,264
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				18,368,523

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
DUE ON SPLIT INTEREST AGREEMENTS	2,714,167
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,714,167
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	19,118,972
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b	7,006,465
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	7,006,465
3	Subtract line 2e from line 1..................			3	12,112,507
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	13,180,443
c	Add lines 4a and 4b....................			4c	13,180,443
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	25,292,950

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	16,682,181
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	1,540,701
e	Add lines 2a through 2d....................			2e	1,540,701
3	Subtract line 2e from line 1...................			3	15,141,480
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	15,141,480

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDS	THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE RESEARCH, EDUCATION PROGRAMS AND EQUIPMENT OF INDIANA UNIVERSITY HEALTH WHICH WILL ENABLE IT TO CONTINUE PROVIDING INNOVATIVE AND BEST PRACTICE PROCEDURES TO PATIENTS.
Schedule D, Part X, Line 2 - FIN 48 (ASC 740) Footnote	The Internal Revenue Service (IRS) has determined that the Foundation is a tax-exempt organization as defined in Section 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal and state income taxes. The Tax Cuts and Jobs Act (TCJA) was enacted on December 22, 2017. For tax-exempt entities, TCJA requires organizations to categorize certain fringe benefit expenses as a source of unrelated business income subject to tax, pay an excise tax on compensation above certain thresholds, and record income or losses for tax determination purposes from unrelated business activities on an activity-by-activity basis, among other provisions. Regulations necessary to implement certain aspects of TCJA are expected to be promulgated by the Internal Revenue Service (IRS) in 2019. As of and for the year ended December 31, 2018, the Foundation has determined the impacts of TCJA to be immaterial to its audited financial statements. The Foundation will continue to refine its calculations in future periods, as additional regulations and guidance are issued by the IRS. Twentyfive, an inactive subsidiary of the Foundation, has elected to be treated as an organization taxable as a corporation.
Form 990, Schedule D, Part XI, Line 4b: Other	Amounts included on Form 990, Part VIII, Line 12, but not Line 1 Special event expenses reclassed to Part VIII: $(1,540,701) Transfer from IU Health, Inc.: $933,015 Dividends and interest income: $2,236,864 Realized gain on investments: $11,567,640 Loss on sale of other assets: $(16,375) Total: $13,180,443
Form 990, Schedule D, Part XII, Line 2d: Other	Amounts included on Line 1, but not on Form 990, Part IV, Line 12a Special event expenses reclassed to Part VIII: $1,540,701

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization
INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	THE GOBEL GROUP LLC 200 OLD FORGE LN STE 202 KENNETT SQUARE, PA19348	GRATEFUL PAT. GIFTS		No	4,612,407	88,634	4,530,673









Total . . . . . . . . . . . . . . . . . . . .					4,612,407	88,634	4,530,673

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

IN, MI, OH

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2018

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 COMMUNITY REV (event type)	(b) Event #2 SILENT AUCTION (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	1,599,680	48,078	61,586	1,709,344
2	Less: Contributions . . . .	1,363,828	35,450	0	1,399,278
3	Gross income (line 1 minus line 2) . . . . . .	235,852	12,628	61,586	310,066

4	Cash prizes . . . . .	0	0	0	0
5	Noncash prizes . . . .	14,301	0	0	14,301
6	Rent/facility costs . . . .	537,744	0	0	537,744
7	Food and beverages . . .	78,456	267	0	78,723
8	Entertainment . . . .	58,406	950	0	59,356
9	Other direct expenses . . .	121,642	0	728,935	850,577
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				1,540,701
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-1,230,635

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2018

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2018

Additional Data

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Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number
35-6043086

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) INDIANA UNIVERSITY HEALTH 340 W 10TH ST INDIANAPOLIS,IN46202	35-1955872	501(C)3	9,412,877				HOSPITAL PROGRAMS SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
SCHEDULE I, PART 1, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS	INDIANA UNIVERSITY HEALTH FOUNDATION REQUIRES INFORMATION REGARDING PATIENT AND COMMUNITY BENEFIT ATTAINED WITH EACH GRANT MADE FOR ITS SUPPORTED ORGANIZATIONS.

Schedule I (Form 990) 2018

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Crystal Miller President	(i) (ii)	0 ------------- 278,686	0 ------------- 84,457	0 ------------- 3,310	0 ------------- 13,792	0 ------------- 32,618	0 ------------- 412,863	0 ------------- 0
2Dennis Murphy BOARD MEMBER	(i) (ii)	0 ------------- 1,466,991	0 ------------- 839,573	0 ------------- 30,573	0 ------------- 311,270	0 ------------- 23,755	0 ------------- 2,672,162	0 ------------- 0
3Joseph Traeger Director - Finance	(i) (ii)	0 ------------- 174,789	0 ------------- 18,600	0 ------------- 968	0 ------------- 14,009	0 ------------- 9,784	0 ------------- 218,150	0 ------------- 0
4Laura Pickett Chief Operating Officer	(i) (ii)	0 ------------- 129,090	0 ------------- 13,780	0 ------------- 24,361	0 ------------- 9,715	0 ------------- 21,874	0 ------------- 198,820	0 ------------- 0
5Jeannie Sager Director, IUH Medical Center	(i) (ii)	0 ------------- 143,776	0 ------------- 0	0 ------------- 412	0 ------------- 7,644	0 ------------- 22,553	0 ------------- 174,385	0 ------------- 0
6Nicholas Oyler Chief Development Officer	(i) (ii)	0 ------------- 123,503	0 ------------- 15,000	0 ------------- 36	0 ------------- 4,961	0 ------------- 14,013	0 ------------- 157,513	0 ------------- 0
7Kevin R Armstrong Former President	(i) (ii)	0 ------------- 361,432	0 ------------- 150,603	0 ------------- 5,986	0 ------------- 89,038	0 ------------- 16,924	0 ------------- 623,983	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN

DENNIS M. MURPHY AND KEVIN R. ARMSTRONG PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN OF INDIANA UNIVERSITY HEALTH, INC., PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THESE EXECUTIVES HAS an amount included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental executive retirement plan. These amounts were not paid to the executives during the year.

Schedule J, Part I, Line 1 - Listed Benefits

An officer of the organization received a taxable housing stipend.

Schedule J (Form 990) 2018

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..	X		49,156	FMV
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....	X	3	5,000	FMV
19 Food inventory ...	X	7	149,939	FMV
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( AIRFARE )	X	1	3,000	0
26 Other ( EQUIPMENT )	X	1	15,000	0
27 Other ( NOVELTIES )	X	4	36,000	0
28 Other ( EVENT TICKETS, OTHER DONATED GOODS )	X	1	45,500	0

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2018)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Form 990, Schedule M, Part I, column b: Number of non-cash contributions	The number of non-cash contributions is reported for this section.

Schedule M (Form 990) (2018)

Additional Data

Software ID:
Software Version:

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Return Reference	Explanation
Form 990, Page 1, Item J - Website address	IU Health Foundation website address is: https://iuhealth.org/iu-health-foundation
FORM 990, PART VI, LINE 7 - DELEGATE BROAD AUTHORITY TO A COMM.	THE ORGANIZATION'S EXECUTIVE COMMITTEE SHALL CONSIST OF TWO OR MORE DIRECTORS OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS.
Part VI, Section A, Lines 6, 7a and 7b - Members or Stockholders	Line 6: INDIANA UNIVERSITY HEALTH, A TAX- EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF INDIANA UNIVERSITY HEALTH FOUNDATION. IU HEALTH APPROVES THE APPOINTMENT OF ALL MEMBERS OF THE BOARD OF DIRECTORS AND APPROVES SIGNIFICANT DECISIONS OF THE BOARD. Line 7a: INDIANA UNIVERSITY HEALTH, A TAX-EXEMPT CHARITABLE ORGANIZATION, IS THE SOLE MEMBER OF INDIANA UNIVERSITY HEALTH FOUNDATION. INDIANA UNIVERSITY HEALTH CAN DESIGNATE AN OFFICER, DIRECTOR, OR OTHER PERSON TO VOTE OR OTHERWISE ACT ON ITS BEHALF AS THE SOLE MEMBER. WHEN VACANCIES OCCUR ON THE BOARD OF DIRECTORS, THE NOMINATING COMMITTEE OF THE FOUNDATION SHALL NOMINATE CANNDIDATES AND THE MEMBER OF THE FOUNDATION ELECTS THEM INTO OFFICE. Line 7b: INDIANA UNIVERSITY HEALTH MUST APPROVE THE FOLLOWING DECISIONS: 1. THE ARTICLES OF INCORPORATION MAY BE ALTERED, AMENDED OR REPEALED ONLY UPON THE AFFIRMATIVE VOTE OF THE MEMBER. 2. IF THE FOUNDATION IS DISSOLVED, ITS ASSETS MUST BE TRANSFERRED OR CONVEYED FOR CHARITABLE HEALTH CARE RELATED PURPOSES TO ONE OR MORE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE SELECTED BY THE MEMBER.
Part VI, Section B, Line 11b - Review of Form 990	A thorough process was used by IU Health to review the Form 990 and related schedules prior to its filing. The Chief Philanthropy Officer reviewed and approved the Form 990. Following that review and approval, a complete copy of the Form 990 was made available to each board member after its filing.
Part VI, Section B, Line 12c - Conflict of Interest Policy	IU Health Foundation follows IU Health's Conflict of Interest Policy. IU Health's Conflict of Interest Policy includes the following provisions: All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (a) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (b) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (c) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (d) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representative's supervisor and other appropriate individuals and groups. (e) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisor's approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (f) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy.
Part VI, Section B, Line 15 - Process for Determining Comp.	IU Health, as the sole member and controlling parent of IU Health Foundation, has implemented the following process for determining compensation of IU Health Foundation President/Top Management Official: (1) The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with IU Health. There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. (2) Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is SULLIVANCOTTER. SULLIVANCOTTER performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, SULLIVANCOTTER will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. (3) The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by SULLIVANCOTTER. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. (4) The Board reviews the report prepared by SULLIVANCOTTER as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. (5) The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. (7) The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service.
Part VI, Section C, Line 19 - Public Disclosure	IU Health Foundation Articles of Incorporation are available for public inspection through the Indiana Secretary of State's web-site. IU Health Foundation conflict of interest procedures are disclosed on the Form 990, Schedule O. IU Health Foundation is a subsidiary in IU Health's Consolidated Audited Financial Statements. IU Health's Consolidated Audited Financial Statements are available for public inspection through its bond filings and as an attachment to IU Health's Form 990.
FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES	CHANGE IN VALUE OF SPLIT INTEREST TRUSTS: $(876,534) UNCOLLECTIBLE PLEDGES: $(74,283) EXCESS OF ASSETS ACQUIRED OVER LIAB ASSUMED FROM MERGERS: $(73,524) INCREASE IN CSV LIFE INS: $8,392 LOSS ON ANNUITY CONTRACT: $(20,717) OTHER: $311,646 Total $(725,020)
FORM 990 PART IX LINE 11G	DESCRIPTION:FEES - OTHER PROFESSIONAL TOTAL FEES:59381
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACT SERVICES - OTHER TOTAL FEES:254851
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING - OTHER TOTAL FEES:40822
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SERVICES TOTAL FEES:4489688

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

INDIANA UNIVERSITY HEALTH FOUNDATION INC

Employer identification number

35-6043086

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Indiana University Health Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1955872	Healthcare	IN	501(c)(3)	3	NA		No
(2)IU Health Arnett Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 26-3162145	Healthcare	IN	501(c)(3)	3	IUH	Yes
(3)IU Health Ball Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-0867958	Healthcare	IN	501(c)(3)	3	IUH	Yes
(4)IU Health Bedford Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 23-7042323	Healthcare	IN	501(c)(3)	3	IUH	Yes
(5)IU Health Bloomington Inc 950 N Meridian St SUITE 300 Indianapolis,IN46204 35-1720796	Healthcare	IN	501(c)(3)	3	IUH	Yes
(6)IU Health Frankfort Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 81-5174295	Healthcare	IN	501(c)(3)	3	IUH	Yes
(7)IU Health Jay Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 82-2736786	Healthcare	IN	501(c)(3)	3	IUH	Yes
(8)IU Health North Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1932442	Healthcare	IN	501(c)(3)	3	IUH	Yes
(9)IU Health Paoli Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-2090919	Healthcare	IN	501(c)(3)	3	IUH	Yes
(10)IU Health Ball Memorial Physicians Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1925641	Healthcare	IN	501(c)(3)	10	IUHBMH	Yes
(11)IU Health BMH Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1111784	Fundraising	IN	501(c)(3)	12 I	IUHBMH	Yes
(12)IU Health Care Associates Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1747218	Healthcare	IN	501(c)(3)	10	IUH	Yes
(13)IU Health Jay Foundation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1809127	FUNDRAISING	IN	501(c)(3)	12 I	IUH	Yes
(14)IU Health Morgan Inc 950 N Meridian St Ste 800 Indianapolis,ID46204 27-3533027	Healthcare	IN	501(c)(3)	10	IUH	Yes
(15)IU Health Plans NFP Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3803873	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(16)IU Health Tipton Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 26-2772226	Healthcare	IN	501(c)(3)	3	IUH	Yes
(17)IU Health West Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1814660	Healthcare	IN	501(c)(3)	3	IUH	Yes
(18)IU Health White Memorial Hospital Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 27-3532963	Healthcare	IN	501(c)(3)	3	IUH	Yes
(19)IU Medical Group Foundation Inc 340 W 10th St No FS5100 Indianapolis,IN46202 20-1093251	Fundraising	IN	501(c)(3)	12 II	NA		No
(20)IUHLP Liquidation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1125434	Healthcare	IN	501(c)(3)	10	IUH	Yes
(21)IUHLP-P Liquidation Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 31-1070868	Healthcare	IN	501(c)(3)	10	IUHLP	Yes
(22)LaPorte Hospital Foundation Inc PO Box 250 LaPorte,IN46352 31-0952775	Fundraising	IN	501(c)(3)	12 I	NA		No
(23)MDwise Marketplace Inc 1200 Madison Ave Indianapolis,IN46225 46-5270582	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(24)MDwise Network Inc 1200 Madison Ave Indianapolis,IN46225 47-2619552	Insurance	IN	501(c)(4)	N/A	IUH	Yes
(25)Methodist Health Group Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-0876390	Healthcare	IN	501(c)(3)	12 III-FI	NA		No
(26)Methodist Occup Health Centers Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1844176	Healthcare	IN	501(c)(3)	3	IUH	Yes
(27)Rehabilitation Hospital of Indiana Inc 4141 Shore Dr Indianapolis,IN46254 35-1786005	Healthcare	IN	501(c)(3)	3	IUH	Yes
(28)RHI Foundation Inc 4141 Shore Dr Indianapolis,IN46254 35-1932349	Fundraising	IN	501(c)(3)	12 I	RHI	Yes
(29)The Cheer Guild of Riley Hos for Child 705 Riley Hospital Dr Indianapolis,IN46202 35-6018517	Fundraising	IN	501(c)(3)	12 III-FI	NA		No
(30)University Family Physicians Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 23-7427350	Healthcare	IN	501(c)(3)	10	IUHCA	Yes
(31)CLARIAN TRANSPLANT INSTITUTE INC 950 N MERIDIAN ST STE 300 INDIANAPOLIS,IN46204 13-4350599	HEALTHCARE		501(C)(3)	10	IUH	Yes
(32)HEALTHLINC INCORPORATED 950 N MERIDIAN ST SUITE 300 INDIANAPOLIS,IN46204 26-3571507	HEALTHCARE		501(C)(3)	10	IUH	Yes
(33)INDIANA HEALTH INFO EXCHANGE 866 N SENATE AVE INDIANAPOLIS,IN46204 36-4550324	HEALTHCARE		501(C)(3)	12I	NA		No
(34)IU HEALTH BLACKFORD HOSPITAL INC 950 N MERIDIAN ST SUITE 300 INDIANAPOLIS,IN46204 01-0646166	HEALTHCARE		501(C)(3)	3	IUHBMH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Ball Outpatient Sur Ctr LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 27-0275794	Healthcare	IN	NA
(2) Beltway Surgery Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 35-2072586	Healthcare	IN	NA
(3) BOSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4147343	Healthcare	IN	NA
(4) BSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-2314634	Healthcare	IN	NA
(5) CHV Fund I LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2523206	Venture Capital	IN	NA
(6) CHV Fund II Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 37-1717823	Venture Capital	IN	NA
(7) CHV Fund II LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 80-0902337	Venture Capital	IN	NA
(8) CHV Fund Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2523151	Venture Capital	IN	NA
(9) Health Venture Management LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 20-5740218	Management	IN	NA
(10) IEC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148032	Healthcare	IN	NA
(11) Indiana Endoscopy Centers LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 20-8398421	Healthcare	IN	NA
(12) ROC Surgery LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 27-1497960	Healthcare	IN	NA
(13) ROCS Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148369			N/A
(14) Senate St Surgery Center LLC 569 Brookwood Village Ste 901 Birmingham,AL35244 42-1709357	Healthcare	IN	NA
(15) SSSC Holdings LLC 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4148167	Healthcare	IN	NA
(16) IU Health Fort Wayne LLC 950 N Meridian ST STE 800 Indianapolis,IN46204 83-1224627	Healthcare	IN	NA

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) BMH Medical Pavilion Association Inc 2525 W University Ave Muncie,IN47303 35-1858408	Condo Management	IN	NA	C			Yes
(2) Cardinal Health Ventures Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 35-1611424	Management	IN	NA	C			Yes
(3) CHV Capital Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-0752507	Venture Capital	IN	NA	C			Yes
(4) IU Health 457(B) Plan 1100 N Market St Wilmington,DE19890 47-6948347	Investments	IN	NA	T			Yes
(5) IU Health ACO Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 45-4421020	Healthcare	IN	NA	C			Yes
(6) IU Health Board Designated Trust 400 Howard St San Francisco,CA94105 30-6309021	Investments	IN	NA	T			Yes
(7) IU Health NTGI S&P500 Fund CF PO Box 804358 Chicago,IL60680 30-6298263	Investments	IN	NA	T			Yes
(8) IU Health Plans Holding Company Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 46-3794815	Insurance	IN	NA	C			Yes
(9) IU Health Plans Insurance Company 950 N Meridian St Ste 800 Indianapolis,IN46204 81-1097215	Insurance	IN	NA	C			Yes
(10) IU Health Plans Inc 950 N Meridian St Ste 800 Indianapolis,IN46204 26-2127080	HMO	IN	NA	C			Yes
(11) IU Health Risk Purchasing Group Inc 151 Meeting St Ste 301 Charleston,SC29401 26-0202446	Insurance	IN	NA	C			Yes
(12) IU Health Risk Retention Group Inc 151 Meeting St Ste 301 Charleston,SC29401 20-1107674	Insurance	SC	NA	C			Yes
(13) IU Health Southern IN Physicians Inc 950 N Meridian St Ste 300 Indianapolis,IN46204 35-1913875	Healthcare	IN	NA	C			Yes
(14) IUH Assurance SPC Ltd PO BOX 69 94 SOLARIS AVE CAMANA BAY,GRAND CAYMAN CJ 98-0395429	Insurance	CJ	NA	C			Yes
(15) Proteuo Fund LP PO BOX 31106 89 NEXUS WAY CAMANA BAY,GRAND CAYMAN CJ 98-1075227	Investments	CJ	NA	C			Yes
(16) SCANS Inc 950 N MERIDIAN ST STE 800 INDIANAPOLIS,IN46204 45-3080392	Healthcare	IN	NA	C			Yes

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2018

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: INDIANA UNIVERSITY HEALTH FOUNDATION PROVIDES NECESSARY FUNDING TO FURTHER THE PROGRAMS AND MISSION OF INDIANA UNIVERSITY HEALTH
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	5
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	80
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,589,450	10,053,020
9	Program service revenue (Part VIII, line 2g) .........	3,413,053	2,493,737
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	6,278,432	13,788,129
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-1,067,847	-1,041,936
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	13,213,088	25,292,950
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	6,059,677	9,412,877
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,875,605	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	75,701	88,634
b	Total fundraising expenses (Part IX, column (D), line 25) 2,413,721
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	874,596	5,639,969
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	8,885,579	15,141,480
19	Revenue less expenses. Subtract line 18 from line 12.......	4,327,509	10,151,470
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	141,535,641	145,905,067
21	Total liabilities (Part X, line 26).............	3,708,429	4,983,158
22	Net assets or fund balances. Subtract line 21 from line 20.....	137,827,212	140,921,909

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 141,319 including grants of $ 0 ) (Revenue $ 255,314 )
	Indiana University Health Foundation supports research and educational activities of Indiana University Health, Inc. which conducts basic, clinical and outcomes research aimed at improving hospital patient care.

4b	(Code: ) (Expenses $ 1,238,990 including grants of $ 0 ) (Revenue $ 2,238,423 )
	Indiana University Health Foundation supports Indiana University Health and the medical education that funds physician fellowships, professional development and other types of medical education. This allows experienced specialists and less tenured physicians to work together while providing opportunities for research, recruitment, multi-specialty collaboration and national exposure.

4c	(Code: ) (Expenses $ 9,412,877 including grants of $ 9,412,877 ) (Revenue $ 0 )
	Indiana University Health Foundation serves as a supporting organization to IU Health and to all hospitals within the State of Indiana that are (a) described in Sections 509(a)(1) and 170(b)(1)(A)(iii) of the Internal Revenue Code and (b) operated, supervised, or controlled directly by or in connection with IU Health.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses10,793,186

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)					(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) Gina Giacone...................................................................... BOARD MEMBER	1.0 ................. 0.0	X					0	0	0
(2) Stephen Moore...................................................................... BOARD MEMBER	1.0 ................. 0.0	X					0	0	0
(3) William R Ringo...................................................................... BOARD MEMBER	1.0 ................. 0.0	X					0	0	0
(4) Deborah F Tobias...................................................................... BOARD MEMBER	1.0 ................. 0.0	X					0	0	0
(5) Crystal Miller...................................................................... President	55.0 ................. 0.0	X	X				0	366,453	46,410
(6) Dennis Murphy...................................................................... BOARD MEMBER	1.0 ................. 55.0	X					0	2,337,137	335,025
(7) Anne Nobles...................................................................... BOARD MEMBER	1.0 ................. 0.0	X					0	0	0
(8) Joseph Traeger...................................................................... Director - Finance	55.0 ................. 0.0		X				0	194,357	23,793
(9) Laura Pickett...................................................................... Chief Operating Officer	55.0 ................. 0.0			X			0	167,231	31,589
(10) Jeannie Sager...................................................................... Director, IUH Medical Center	50.0 ................. 0.0				X		0	144,188	30,197
(11) Jama Pryor...................................................................... Director, Communications	50.0 ................. 0.0				X		0	124,586	16,527
(12) Nicholas Oyler...................................................................... Chief Development Officer	50.0 ................. 0.0				X		0	138,539	18,974
(13) Diane Buzzell...................................................................... Director, South Central Region	50.0 ................. 0.0				X		0	105,222	14,741
(14) Julie Paolillo...................................................................... Director, West Central Region	50.0 ................. 0.0				X		0	101,840	13,594
(15) Kevin R Armstrong...................................................................... Former President	0.0 ................. 55.0					X	0	518,021	105,962

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	4,197,574	636,812

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	1,399,278
d	Related organizations		1d	1,067,783
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	7,585,959

g	Noncash contributions included in lines 1a - 1f:$ 303,594
h Total. Add lines 1a-1f.......		10,053,020

		Business Code
2a	RESEARCH AND EDUCATION	900099	255,314	255,314
b	REGISTRATION FEES	900099	446,641	446,641
c	PROFESSIONAL FEES REVENUE	900099	1,791,782	1,791,782
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		2,493,737

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,236,864			2,236,864
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss)......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	0	181,696,498
b	Less: cost or other basis and sales expenses	16,375	170,128,858
c	Gain or (loss)	-16,375	11,567,640
d	Net gain or (loss).....			11,551,265			11,551,265
8a	Gross income from fundraising events (not including $ 1,399,278of contributions reported on line 1c). See Part IV, line 18 ....
	a		310,066
b	Less: direct expenses ...b		1,540,701
c	Net income or (loss) from fundraising events..			-1,230,635			-1,230,635
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		0
b	Less: direct expenses ...b		0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
	a		0
b	Less: cost of goods sold ..b		0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	GIFT SHOP OPERATIONS		900099	99,764	99,764
b	REBATES		900099	16,959	16,959
c	ALL OTHER REVENUE		900099	71,976	71,976
d	All other revenue ....
e	Total. Add lines 11a–11d ......			188,699
12	Total revenue. See Instructions......			25,292,950	2,682,436		12,557,494

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	9,412,877	9,412,877
2	Grants and other assistance to domestic individuals. See Part IV, line 22	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	0	0	0	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	55,440		55,440
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	88,634			88,634
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	4,844,742	1,380,309	1,253,337	2,211,096
12	Advertising and promotion ....	309,691		195,700	113,991
13	Office expenses .......	114,280		114,280
14	Information technology ......	28,611		28,611
15	Royalties ..	0
16	Occupancy ...........	110		110
17	Travel ............	449		449
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	13,259		13,259
23	Insurance ...	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	RECRUITMENT	5,830		5,830
b	ALL OTHER EXPENSES	267,557		267,557
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	15,141,480	10,793,186	1,934,573	2,413,721
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			9,497,639	1	27,949,169
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			1,587,630	3	120,000
4	Accounts receivable, net .............			225,659	4	808,448
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
				0	6	0
7	Notes and loans receivable, net ....			0	7	0
8	Inventories for sale or use ........			0	8	0
9	Prepaid expenses and deferred charges ......			0	9	0
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	0
b	Less: accumulated depreciation	10b	0	27,625	10c	0
11	Investments—publicly traded securities .			113,440,923	11	70,348,120
12	Investments—other securities. See Part IV, line 11 .....			6,030,369	12	28,310,807
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			10,725,796	15	18,368,523
16	Total assets. Add lines 1 through 15 (must equal line 34)...			141,535,641	16	145,905,067

17	Accounts payable and accrued expenses .....	452,486	17	2,268,991
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	2,968,514	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	287,429	25	2,714,167
26	Total liabilities. Add lines 17 through 25..	3,708,429	26	4,983,158

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	67,159,991	27	67,404,995
28	Temporarily restricted net assets ...........	28,519,853	28	31,488,735
29	Permanently restricted net assets	42,147,368	29	42,028,179
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	137,827,212	33	140,921,909
34	Total liabilities and net assets/fund balances ........	141,535,641	34	145,905,067