Form 990 for tax year 2023

Filed by Sycamore Foundation Holdings Inc.

Totals

Total revenue: $0
Total expenses: $0
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $0
Investment income: $0
Other revenue: $0
Total assets, end of year: $0
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $0
Program services expenses (Part IX): $0
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

other assets $0
7b · Less cost or other basis and sales expenses

other assets $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: gross income

$0
8b · Fundraising events: direct expenses

$0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $281,094 · end of year $0
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $1,039,088 · end of year $0
27 · Net assets without donor restrictions

beginning of year -$757,994 · end of year $0

Mission and programs · 2023

Mission

TO PROVIDE SUPPORT TO INDIANA STATE UNIVERSITY FOUNDATION, INC. INCLUDING SOLICITING AND RECEIVING CHARITABLE CONTRIBUTIONS AND MANAGING REAL PROPERTY AND OTHER INVESTMENTS.

Activities or mission (Part I)

TO PROVIDE SUPPORT TO INDIANA STATE UNIVERSITY FOUNDATION, INC. INCLUDING SOLICITING & RECEIVING CHARITABLE CONTRIBUTIONS & MANAGING REAL PROPERTY & OTHER INVESTMENTS.

MANAGING REAL PROPERTY TO PRODUCE INCOME FOR OR OTHERWISE BENEFIT INDIANA STATE UNIVERSITY FOUNDATION, INC.

As filed on the 2023 return.

Listed in Part VII

Andrea Angel

CEO

Total calculated

$241,123

From this org

$0

From related orgs

$212,509

Other

$28,614

Hours/week

1 + 37.5 related

Schedule J breakdown matched by us

Base

$0 + $194,625 related

Bonus

$0

Other

$0 + $17,884 related

Deferred

$0 + $19,606 related

Nontaxable benefits

$0 + $9,008 related

Filer's total

$0 + $241,123 related
David Robin Lundstrom

Chairman

Total calculated

$0

Hours/week

1 + 1 related
Kimberly O Smith

Treasurer

Total calculated

$0

Hours/week

1 + 1 related
Clifford Grimes

Director

Total calculated

$0

Hours/week

1 + 1 related
Timothy J O'Neill JR

Director

Total calculated

$0

Hours/week

1 + 1 related
Todd A Osburn

Director

Total calculated

$0

Hours/week

1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part II COMPENSATED EMPLOYEES: SYCAMORE FOUNDATION HOLDINGS DOES NOT COMPENSATE THE PERSON LISTED ABOVE. INDIANA STATE UNIVERSITY FOUNDATION, THE RELATED PARTY, COMPENSATES THIS PERSON.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

INDIANA STATE UNIVERSITY FOUNDATION INC

501(c)(3) · SUPPORT · IN

Directly controlled by Not Applicable
INDIANA STATE UNIVERSITY

501(c)(3) · EDUCATION · IN

Directly controlled by Not Applicable

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Sycamore Foundation Holdings LLC

Real State · IN · income $0 · assets $0

Directly controlled by SYCAMORE FDN

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $757,994. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 May 2025
IRS schema version: 2023v6.0
Source object: 202521359349309252

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