Return of Organization Exempt From Income Tax OMB No. 1545-0047 Form 990 À¾µ» Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) I Do not enter social security numbers on this form as it may be made public. Open to Public Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection A For the 2017 calendar year, or tax year beginning 07/01 , 2017, and ending 06/30, 20 18 C Name of organization D Employer identification number B Check if applicable: INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Address change Doing business as

Name change Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number

Initial return 30 N. FIFTH STREET (812) 237-6100 Final return/ City or town, state or province, country, and ZIP or foreign postal code terminated Amended TERRE HAUTE, IN 47809 G Gross receipts $ 26,861,307. return Application F Name and address of principal officer: ANDREA L. ANGEL H(a) Is this a group return for Yes X No pending subordinates? 30 N. FIFTH STREET TERRE JHAUTE, IN 47809 H(b) Are all subordinates included? Yes No I Tax-exempIt status: X 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 If "No," attach a list. (see iInstructions) J Website: WWW.INDSTATEFOUNDATION.ORG I H(c) Group exemption number K Form of organization: X Corporation Trust Association Other L Year of formation: 1928 M State of legal domicile: IN Part I Summary 1 Briefly describe the organization's mission or most significant activities: THE FOUNDATION INSPIRES OTHERS TO

e BECOME INVOLVED IN THE LIFE OF INDIANA STATE UNIVERSITY AND SECURES c n

a THE SOURCES TO ENSURE THE UNIVERSITY'S GROWTH AND SUCCESS n r I e 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. v o m m m m m m m m m m m m m m m m m m m m m m m 32.

G 3 Number of voting members of the governing body (Part VI, line 1a) 3 m m m m m m m m m m m m m m m m m & 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 30. s

e m m m m m m m m m m m m m m m m m m m i

t 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 40. i

v m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m i

t 6 Total number of volunteers (estimate if necessary) 6 63. c m m m m m m m m m m m m m m m m m m m m m m m A 7a Total unrelated business revenue from Part VIII, column (C), line 12m m m m m m m m m m m m m m m m m m m m m m m m 7a 11,761. b Net unrelated business taxable income from Form 990-T, line 34 7b m m m m m m m m m m m m m m m m m m m m m m m m m Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) 8,318,158. 4,042,063. e

u m m m m m m m m m m m m m m m m m m m m m m m m m

n 9 Program service revenue (Part VIII, line 2g) 1,095,972. 2,191,597. e

v m m m m m m m m m m m m m m m m m

e 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 6,332,471. 3,269,934.

R m m m m m m m m m m m m 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) m m m m m m m -13,740. 37,970. 12 Total revenue - add lines 8 through 11 (must equal Part VIII, colum mmn m(Am), mlinme m12m ) m m m m m m m 15,732,861. 9,541,564. 13 Grants and similar amounts paid (Part IX, column (A), lines 1m-3m) m m m m m m m m m m m m m m m 4,996,551. 4,908,553. 14 Benefits paid to or for members (Part IX, column (A), line 4) 0. 0. m m m m m m m 0. 32,993. s 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) e m m m m m m m m m m m m m m m m m s 0. 0.

n 16 a Professional fundraising fees (Part IX, column (A), line 11e) e

p b Total fundraising expenses (Part IX, column (D), line 25) I 175,415. x

E m m m m m m m m m m m m m m m m 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) m m m m m m m m m m 2,303,241. 2,236,641. 18 Total expenses. Add lines 13-17 (must equal Part IX, cm omlumm nm (mA)m, limnem 2m5)m m m m m m m m m m m 7,299,792. 7,178,187. 19 Revenue less expenses. Subtract line 18 from line 12 8,433,069. 2,363,377. s r e

o Beginning of Current Year End of Year

c s n t m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a e l 20 Total assets (Part X, line 16) 77,899,031. 81,139,108. s a s B m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m

A 8,163,322. 6,909,642. 21 Total liabilities (Part X, line 26) d t n

e m m m m m m m m m m m m m m m m m m u

N Net assets or fund balances. Subtract line 21 from line 20 69,735,709. 74,229,466. F 22 Part II Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. M 05/15/2019 Sign Signature of officer Date Here M ANDREA L. ANGEL VP OF ADVANCEMENT Type or print name and title

Print/Type preparer's name Preparer's signature Date Check if PTIN Paid NICOLE B FISHBACK 05/15/2019 self-employed P01279475 Preparer I I Firm's name BKD, LLP Firm's EIN 44-0160260 Use Only I Firm's address 201 N. ILLINOIS STREET INDIANAPOLIS, IN m 46204m m m m m m m m m Pmhomnem nom . m m 317.383.4000m m m m May the IRS discuss this return with the preparer shown above? (see instructions) X Yes No For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2017)

JSA 7E1010 1.000 3438JC D310 PAGE 2 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 2 Part III Statement of Program Service Accomplishments m m m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part III X 1 Briefly describe the organization's mission: ATTACHMENT 1

2 Did the organization undertmakm em amnym msigm nmifimcam nmt mprmogm rmamm msem rvm icm ems mdum rimngm mthme myem amr mwmhimchm wm em rem mnom t m lism tem dm om nm tmhem prior Form 990 or 990-EZ? Yes X No If "Yes," describe these new services on Schedule O. 3 Did the mormgam nm izmatmiomn m cmeam sme m cmomndm umctminmg,m om rm m am kme m smigmnimficm amntm mchmamngm ems m inm mhom wm m itm cm omndm umctms,m manm y m pm rom gmram mm services? Yes X No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4a (Code: ) (Expenses $ 4,038,318. including grants of $ 4,038,318. ) (Revenue $ 2,191,597. ) RESTRICTED AND DESIGNATED EXPENDITURES - GIFTS RECEIVED FOR SPECIFIED PURPOSES AND EXPENDED FOR THESE PURPOSES WHICH PROVIDE SUPPORT TO EDUCATIONAL AND ATHLETIC PROGRAMS INCLUDING THE NETWORKS FINANCIAL INSTITUTE, COLLEGE OF ARTS AND SCIENCES, COLLEGE OF BUSINESS, COLLEGE OF EDUCATION, AND COLLEGE OF HEALTH AND HUMAN SERVICES.

4b (Code: ) (Expenses $ 870,235. including grants of $ 870,235. ) (Revenue $ ) PROVIDING 842 SCHOLARSHIPS AND AWARDS TO 523 INDIANA STATE UNIVERSITY STUDENTS.

4c (Code: ) (Expenses $ 493,746. including grants of $ ) (Revenue $ ) ALUMNI ASSOCIATION PROVIDES OUTREACH AND EVENTS WHICH ENCOURAGE FORMER ISU STUDENTS TO REMAIN INVOLVED WITH ISU.

4d Other program services (Describe in Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total program service expenses I 5,402,299. JSA 7E1020 1.000 Form 990 (2017) 3438JC D310 PAGE 3 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 3 Part IV Checklist of Required Schedules Yes No 1 Is the organization dmesm cmribm emd minm sm emctmiomn m5m01m (cm )(m 3m) morm 4m 9m47m (am )m(1m) m(omthmemr tmhmanm am mprmivmatme mfom umndm amtiom nm)?m Imf "mYmesm,"m m complete Schedule A m m m m m m m m m m 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 X 3 Did the organization engage in direct or indirect political campamigmn macm timvimtiem sm omn mbmehm amlf mofm omr minm om pmpom smitimonm tmom m candidates for public office? If "Yes," complete Schedule C, Part I 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbyingm am cmtivmitimesm , morm hm amvem am sm emctmiomn m50m 1m (hm )m m election in effect during the tax year? If "Yes," complete Schedule C, Part II 4 X 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessmmenmtsm, morm sm imm imlamr mamm om umntms m ams mdem fminem dm imn m Rm emvem nmuem Pm rmocm emdum rem m98m -1m 9m?m Ifm "mYmesm," m cmo m pm lem tem mScm hmedm umlem Cm ,m m Part III 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice om nm tmhem mdimstmribm umtiom nm om r minmvem smtmm emntm om f m am moum nmtsm inm msum cmh mfumndm sm om r mamccmoum nmtsm? mIf m m "Yes," complete Schedule D, Part I 6 X 7 Did the organization receive or hold a conservation easement, including easements to preservme mopm emnm smpamcem ,m m the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II 7 X 8 Did the organization maintain mcom llmecm timonm sm omf mwom rmksm om f marm t,m hmismtomricm aml tmremamsumrems,m om r motmhem rm smimm ilmarm amssmetms?m Imf "m Ymesm,"m m complete Schedule D, Part III 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit coum nmsem limngm , mdmebm t mmmamnam gmemm em nmt, mcrmemdimt rmempam irm, om rm m debt negotiation services? If "Yes," complete Schedule D, Part IV 9 X 10 Did the organization, directly or through a related organization, hold assets in temporarily m rmesm trmicmtemdm m endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V 10 X 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report am nm am mm om umntm fmorm mlamndm , m bmuimldimngm sm, m amndm meqm umipmmmenm t m imn m Pmarmt mXm, mlinmem 1m 0m? m Ifm "mYmesm,"m m complete Schedule D, Part VI 11a X b Did the organization report an amount for investments-other securities in Part X, lminme m 1m2 m thm amt mis m5%m m omr m mormem m of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII 11b X c Did the organization report an amount for investments-program related in Part X, mlinm em 1m3 m thm amt mis m 5m%m omr m mormem m of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11c X d Did the organization report an amount for other assets in Part X,m limnem 1m 5m tmham t m ism 5m%m om r mmm omrem omf mitsm tmotmalm amssmemtsm m reported in Part X, line 16? If "Yes," complete Schedule D, Part IX m m m m m m m 11d X e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X 11e X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that admdrmesmsem sm m the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X 11f X 12a Did the organization obtaimn m smepmarmatme, m inm dmepmenm dmenm t m amudmitem dm fminmanmcimal m smtamtem em nmts m fmor m thm em tmaxm myemar?m mIf m "Ym ems,"m cm om mplem tem m Schedule D, Parts XI and XII 12a X b Was the organization included in consolidated, independent audited financial statements for the tax year? If m "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI anm dm Xm IIm ism ompmtiomnmalm m 12b X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedulme mE m m m m m m m m m m m 13 X 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a X b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United Statems,m omr m amggm rem gmatmem m foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV 14b X 15 Did the organization report on Part IX, column (A), line 3, more than $5,00m0 m omf gm ram nmtsm omr motmhem r mamssmismtamncme m tom om rm m for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 15 X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of amggm rem gmatme m gmramntms m omr motmhem rm m assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV 16 X 17 Did the organization report a total of more than $15,000 of expenses for professional fundm rmaimsinm gm smemrvmicem sm omnm m Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) 17 X 18 Did the organization report more than $15,000 total of fundramismingm mevm emntm gmromssm imncm ommme m amndm cm omntm rimbum timonm sm omnm m Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 18 X 19 Did the organization report more thanm m$1m 5m,0m 0m0 m omf gm rmosms m inmcom mm em fmrom mm gm ammminmg m amctmivimtiem sm om nm Pmarmt mVImII,m limnem m9am?m m If "Yes," complete Schedule G, Part III 19 X Form 990 (2017)

JSA 7E1021 1.000 3438JC D310 PAGE 4 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 4 Part IV Checklist of Required Schedules (continued) m m m m m m m m m m m m m Yes No 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H m m m m m m 20a X b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestimc mormgam nm izmatmiomn m omr domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II 21 X 22 Did the organization report more than $5,000 of grants or other asmsimstam nmcem mtom omr mfomr mdom mm em smticm imndm ivmidmuam lsm monm Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 22 X 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officemrsm, m dmirem cmtomrsm, mtrmusm tem ems, m km emy m em mplmoym emesm, m amndm mhimghm emstm mcommm pmenm smatmedm employees? If "Yes," complete Schedule J 23 X 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued aftmerm Dm em cmemm bm emr 3m 1m , m2m00m 2m? mIf m "Ym ems,m" am nmswm em r mlinm ems m24m bm through 24d and complete Schedule K. If "No," go to line 25a m m m m m m m 24a X b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b c Did the organization maintain an em smcrmowm mamccmoum nmt motmhem rm thm am nm am rmefmunm dminmg m emscm rom wm am t m amnym tmimm em dm umrinm gm tmhem myem amr to defease any tax-exempt bonds? m m m m m m 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage minm am nm emxcmemssm bm emnem fimt transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has nom t m bmeem nm rmepm omrtem dm om nm amnym om fm thm em om rgm amnimzam timonm 'sm pm rimorm Fm omrmm sm 9m9m0 momr 9m 9m0-mEmZ?m If "Yes," complete Schedule L, Part I 25b X 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key memm pm lom ymeem sm, m hmigmhem smt m cmo m pm emnmsamtemd m memm pm lom yem ems,m momr disqualified persons? If "Yes," complete Schedule L, Part II 26 X 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee memberm, morm tmo m am 3m 5m%m cm omnmtrom llmedm entity or family member of any of these persons? If "Yes," complete Schedule L, Part III 27 X 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): m m m m m m m a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a X b A family memberm om f m am mcum rrmenm t m om r m fmormmmerm mofmficm emr, m dmirmecm tom r,m tmrum smteme,m om rm km emy m em mplmoymeem ?m mIf m "Ym ems,m" mcom mm pmlemtem Schedule L, Part IV 28b X c An entity of which a current or former officer, director, trustee, or key employee (or a family mme m bm emr mthmermemofm) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV m m m m 28c X 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 29 X 30 Did the organization receive contributions of art, histormicmalm tmremasm umrems,m om r m om thm emr msimmmilam r m amssmemts,m om rm qm umalmifimedm conservation contributions? If "Yes," complete Schedule M 30 X 31 Did thm em om rgm amnimzam timonm mliqm umidam tme,m tmermmminmatme,m om rm dm ismsom lvm em am nmd m cem amsem mopm emramtiom nms?m mIf m "Ym ems,m" mcom mm pmlemtem Sm cmhem dmulme mNm, Part I 31 X 32 Did the organization sell, emxcm hmanm gme,m dm ism pmosm em om f,m om rm tmram nmsfmerm mm om rme m thm amn m 2m5m%m om f m itms m nm emt masm smetsm ?m Imf m "Ym ems,m" complete Schedule N, Part II 32 X 33 Did the organization own 100% of an entity disregarded as separate from tmhem mormgam nmizmatmiomn munm dm emr mRem gmulmatmiomnsm sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I 33 X 34 Was the organization rmelam tmedm tmom am nmy mtamx-mexm emmmptm om r m tam xmabm lem menm timty?m mIf m "Ym ems,m" mcom mm pmlemtem Sm cmhem dmulme mRm, Pm am rtm ImI, mIIIm, or IV, and Part V, line 1 m m m m m m m m m m m m m m 34 X 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X b If "Yes" to line 35a, did the organization receive any payment from or engage in any transactionm wm itmh m am controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b X 36 Section 501(c)(3) organizations. Did the organization make m amnym mtrmanm sfmerm s m tmo m am nm em xmemm pm t m nm omn-mchm amritmabm lem related organization? If "Yes," complete Schedule R, Part V, line 2 36 X 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and thamt ims mtrem amtem dm ams ma mpam rmtnmermshm ipm fmorm fem dmermalm inm com mm em tmaxm pmurmpom smesm ?m Ifm "Ym ems,m" cm ommmplmetme mScm hmedm umlem Rm, m m m m m m m m Part VI 37 X 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. 38 X Form 990 (2017)

JSA

7E1030 1.000 3438JC D310 PAGE 5 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliance m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part V m m m m m m m m m m Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable m m m m m m m m m 1a 13 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b 0. c Did the organization comply with backup withholdinmg m rmulmesm mfom r m rmepm omrtmabm lem mpmaymmm emntms m tom m vmenm dmorm s m am nmdm reportable gaming (gambling) winnings to prize winners? 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tam xm Statements, filed for the calendar year ending with or within the year covered by this return 2a 40 b If at least one is reported on line 2a, did the organization file all required federal employment tam x m rem tmurmnsm?m 2b X Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instrumctmionm sm) m m m m m m m 3a Did the organization have unrelated business gross income of $1,000 or more during the year? m m m m m m m m 3a X b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O 3b X 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a finam nmciam l m amccm omunm t m inm am mfomrem igmn m cmoum nmtrmy m(sm umchm am sm am bm amnkm am cmcom umntm, msem cmurmitimesm am cmcom umntm, morm om thm emr m fimnam nmciam lm account)? 4a X b If "Yes," enter the name of the foreign country: I See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). m m m m m m m m m 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X b Did any taxable party notify the organization that it was or ims m am pmarm tym tmo m am pm rom hmibmitem dm tmaxm sm hmelmtemr mtrmanm smacmtiom nm? m 5b X c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100m,0m0m0,m am nmd m dm idm mthme organization solicit any contributions that were not tax deductible as charitable contributions? 6a X b If "Yes," did the organizationm imncm lum dme m wmithm memvemrym sm omlicm itmatmiomn m amn memxpmremssm mstmatmemm em nmt mthmatm sm umchm mcom nmtrimbum timonm sm om rm gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a paymm emntm imn m emxcmesm sm omf m$7m 5m m madm em pm amrtlmy masm ma mcom nmtrmibmutmiomn m amndm pm amrtmlym fom rm gmoom dmsm and services provided to the payor? m m m m m m m m m m m m 7a X b If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b X c Did the organization sell, exm cmham nmgem , m omr m omthmermwmisme m dmismpom sme m omf mtamngm ibm lem mpmermsom nmalm pm rom pmerm tym mfomr mwmhimchm mit m wm amsm required to file Form 8282? m m m m m m m m m m m m m m m m 7c X d If "Yes," indicate the number of Forms 8282 filed during the year 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit comntmramctm?m 7e X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as requiredm ?m 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advism emd mfum nmd m mm aminmtaminmedm mbym mthmem sponsoring organization have excess business holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. m m m m m m m m m m m m m m m m m a Did the sponsoring organization make any taxable distributions under section 4966? m m m m m m m m m m 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: m m m m m m m m m m m m m m a Initiation fees and capital contributions included on Part VIII, line 12 m m m m m 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: m m m m m m m m m m m m m m m m m m m m m m m m m m m a Gross income from members or shareholders 11a b Gross income from other sources (Do not m nmetm mamm om umntms m dmuem momr mpam idm mtom motmhem r m smomurmcemsm against amounts due or received from them.) 11b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form m 9m90m minm lmieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. m m m m m m m m m m m m m m m m m m a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required tom m am inm tam inm bm ym thm em smtamtems minm wm hmicmh m m the organization is licensed to issue qumalmifiem dm hm emalmthm pmlamnsm m m m m m m m m m m m m m m m m m m m m 13b c Enter the amount of reserves on hand m m m 1m3cm m m m m m m m m 14 a Did the organization receive any payments for indoor tanning services during the tax year? m m m m m m 14a X b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O 14b JSA 7E1040 1.000 Form 990 (2017) 3438JC D310 PAGE 6 Form 990 (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processm ems,m omr mchm amngm ems minm Smchm emdum lem Om .m Smeem minmstmrumctions. Check if Schedule O contains a response or note to any line in this Part VI X Section A. Governing Body and Management m m m m m Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 32 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. m m m m m b Enter the number of voting members included in line 1a, above, who are independent 1b 30 2 Did any officer, director, trustee, or key employee m hmavme m am fmamm imly m rem lam timonm smhimp m omr ma mbum sminmesm sm rmelmatmiomnsmhmip m wm itmh any other officer, director, trustee, or key employee? 2 X 3 Did the organization delegate control over management duties customarily performed by or under the dirmecm t supervision of officers, directors, or trustees, or key employees to a management company or other person? 3 X m m m m m m X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? m m m m 4 5 Did the organization become aware during the year ofm am sm igmnmificm amntm dmivmermsimonm om f mthme mormgam nmizam timonm 'sm amssm emtsm? m m m m 5 X 6 Did the organization have members or stockholders? 6 X 7a Did the organization have members, stockholmdem rsm , m omr motmhem r m pmerm som nms m wmhmo mhmadm tmhem mpom wm emr mtom em lem cmt morm am pmpom inm t one or more members of the governing body? 7a X b Are any governance decisions of the organization rem smerm vem dm mtom m(omr m smubm jem cmt m tom mamppm rom vmalm bm ym) m mm emmmbem rms, stockholders, or persons other than the governing body? 7b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m X a The governing body? m m m m m m m m m m m m m m m m m m m m m m m 8a b Each committee with authority to act on behalf of the governing body? 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who camnnm omt mbem rm emacm hmedm am t the organization's mailing address? If "Yes," provide the names and addresses in Schedule O 9 X Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No 10a Did the organization have local chapters, branches, or affiliates? 10a X b If "Yes," did the organization have written policies and procedures governing the activities of such chapm tem rsm , affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? m 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X b Describe in Schedule O the process, if any, used by the organization to review this Fm om rmm m99m 0m. m m m m m m m m m m 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 12a X b Were officers, direm cmtom rsm , morm tmrumstmeem sm, am nmd m kem ym em mm pmlomyemesm mremqum irmedm mtom dmismclmosm em amnnm umalmlym inm tem rem smtsm tmham t mcom umldm gm ivme rise to conflicts? 12b X c Did the organization regularly and consism tem nmtlym m monm itmorm manm dm em nmfomrcme m cmom pm limanm cme m wm itmh m tmhem mpom limcym? m Ifm "mYmesm," describe in Schedule O how this was done m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 12c X 13 Did the organization have a written whistleblower policy? m m m m m m m m m m m m m m m m m m 13 X 14 Did the organization have a written document retention and destruction policy? 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substanm timatmiomn mofm thm em dmelmibmermamtiom nm amndm dm emcimsiom nm? a The organization's CEO, Executive Director, or top mm amnam gmem em nmt om ffmicmialm m m m m m m m m m m m m m m m m m m m m m m 15a X b Other officers or key employees of the organization 15b X If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contrmibmutme m amssmetms m tom , m omr mpam rtmicmipmatme m inm ma mjom inmt mvem nmtumrem morm sm imm ilmarm am rmramngm emmmenm t with a taxable entity during the year? 16a X b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable fedemraml mtamx mlamwm, am nmd m tam kme mstmepm sm tmo msam fem gmuam rmd mthme organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed I ATTACHMENT 2 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website X Upon request Other (explain in Schedule O) 19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records:I NANCY DAFFER 30 NORTH 5TH STREET TERRE HAUTE, IN 47809 812-237-6128

JSA Form 990 (2017) 7E1042 1.000 3438JC D310 PAGE 7 Form 990 (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors m m m m m m m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. % List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. % List all of the organization's current key employees, if any. See instructions for definition of "key employee." % List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. % List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. % List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(C) (A) (B) Position (D) (E) (F) Name and Title Average (do not check more than one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation from amount of week (list any officer and a director/trustee) from related other o I I O K e H F

hours for n n the organizations compensation m r e o i f d s g

f y r d p t i i h m c v i

related i organization (W-2/1099-MISC) from the l e t e r o e i u e d e m s y r t r u c t i e p organizations o (W-2/1099-MISC) organization

t a c e o l n l o o

r a t y

below dotted m and related r l e u

t p e s r e line) u organizations t e n s e t s e a e t e d

(1)J. DOUGLAS SMITH START 1/1/18 37.50 INTERIM CEO OF ISU FOUNDATION 0. X X 0. 0. 0. (2)MICHAEL J. ALLEY 1.00 DIRECTOR 0. X 0. 0. 0. (3)THOMAS F. BAREFORD 1.00 DIRECTOR 0. X 0. 0. 0. (4)J. MARK BARNES 1.00 DIRECTOR 0. X 0. 0. 0. (5)PATRICK E. BELL 1.00 DIRECTOR 0. X 0. 0. 0. (6)JEFFREY G. BELSKUS 1.00 DIRECTOR 0. X 0. 0. 0. (7)DAVIC C. CAMPBELL 1.00 DIRECTOR 0. X 0. 0. 0. (8)W. DIANE CARGILE 1.00 DIRECTOR 0. X 0. 0. 0. (9)PAUL A. CHANEY 1.00 DIRECTOR 0. X 0. 0. 0. (10)J. BART COLWELL 1.00 DIRECTOR 0. X 0. 0. 0. (11)KEITH W. DICKEY 1.00 DIRECTOR 0. X 0. 0. 0. (12)THOMAS F. DRULEY 1.00 CHAIR 0. X 0. 0. 0. (13)DONALD DUDINE 1.00 VICE CHAIR 0. X X 0. 0. 0. (14)L. MARLENE EINSTANDING 1.00 SECRETARY 0. X X 0. 0. 0.

JSA Form 990 (2017) 7E1041 1.000 3438JC D310 PAGE 8 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (list any box, unless person is both an from related other hours for officer and a director/trustee) compensation

o I I O K e H F the organizations n n m r e o i f d s g from the

related f y r d p i t i h

m organization (W-2/1099-MISC) c

v i i e l t e r e o i u

e organization d organizations e m s r y t

r (W-2/1099-MISC) u c i t e o p

t a

c and related o below dotted e n l o l o

r a t y m r

line) l organizations e u

t p e s r u e t e s n e t s e a e t e d ( 15) CLAUDE D. GRIMES 1.00 DIRECTOR 0. X 0. 0. 0. ( 16) HAROLD P. GUTZWILLER 1.00 DIRECTOR 0. X 0. 0. 0. ( 17) SONDRA S. HARRIS 1.00 DIRECTOR 0. X 0. 0. 0. ( 18) CHRISTINE M HILL 1.00 DIRECTOR 0. X 0. 0. 0. ( 19) RAYMOND R. KEPNER 1.00 DIRECTOR 0. X 0. 0. 0. ( 20) DAVID ROBBIN LUNDSTROM 1.00 DIRECTOR 0. X 0. 0. 0. ( 21) MARY E. MCGUIRE 1.00 TREASURER 0. X X 0. 0. 0. ( 22) JAY M. MCHARGUE 1.00 DIRECTOR 0. X 0. 0. 0. ( 23) RANDALL K. MINAS 1.00 DIRECTOR 0. X 0. 0. 0. ( 24) TODD A. OSBURN 1.00 DIRECTOR 0. X 0. 0. 0. ( 25) RICHARD R. PORTER 1.00 DIRECTORm m m m m m m m m m m m m m m m m m m m m m m m m0.m m m Xm m m m m m m m m m I 0. 0. 0. 1b Sub-total m m m m m m m m m m m m m I 0. 0. 0. c Total from continuation shem emtsm tom mPam rtm Vm IIm, Sm em cmtiom nm Am m m m m m m m m m m m m m 0. 531,521. 93,869. d Total (add lines 1b and 1c) I 0. 531,521. 93,869. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization I 0. Yes No 3 Did the organization list any former officer, director, or trusteem , m km emy m emmmplmoym eme,m morm mhigm hm emstm cm ommm pmenm smatmedm employee on line 1a? If "Yes," complete Schedule J for such individual 3 X 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organizatiom nm manm dm mrem lam tem dm mormgam nmizmatmiomnsm m gmrematmerm m thm amn m $m 1m5m0,m00m 0m?m mIf m “mYem sm,” m cmom mplmetme m Sm cmhem dmulme m Jm m fom r m sm umchm individual 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelatedm mormgam nm izmatmiomn m omr minmdimvimdum aml for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A) (B) (C) Name and business address Description of services Compensation ATTACHMENT 3

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization I 1 JSA Form (2017) 7E1055 1.000 990 3438JC D310 PAGE 9 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (list any box, unless person is both an from related other hours for officer and a director/trustee) compensation

o I I O K e H F the organizations n n m r e o i f d s g from the

related f y r d p i t i h

m organization (W-2/1099-MISC) c

v i i e l t e r e o i u

e organization d organizations e m s r y t

r (W-2/1099-MISC) u c i t e o p

t a

c and related o below dotted e n l o l o

r a t y m r

line) l organizations e u

t p e s r u e t e s n e t s e a e t e d ( 26) DANIEL J. RILEY 1.00 DIRECTOR 0. X 0. 0. 0. ( 27) ROBERT W. SHENBERGER 1.00 DIRECTOR 0. X 0. 0. 0. ( 28) KIMBERLY O. SMITH 1.00 DIRECTOR 0. X 0. 0. 0. ( 29) BEVERLY SPEAR 1.00 DIRECTOR 0. X 0. 0. 0. ( 30) JAMES E. SUNDAY 1.00 DIRECTOR 0. X 0. 0. 0. ( 31) JEFFREY W. TAYLOR 1.00 DIRECTOR 0. X 0. 0. 0. ( 32) STEVEN G. WHITMAN 1.00 DIRECTOR 0. X 0. 0. 0. ( 33) RONALD CARPENTER END 12/17 37.50 ISU FOUNDATION CEO 0. X X 0. 201,355. 36,093. ( 34) ANNETTE CALDWELL 37.50 ASSISTANT SECRETARY 0. X 0. 49,945. 7,056. ( 35) COLLEEN O'BRIEN END 10/17 37.50 ASSISTANT TREASURER 0. X 0. 72,530. 12,537. ( 36) JOHN HEINTZ 37.50 SR. DEVELOPMENTm m m m m m m m mOFFICERm m m m m m m m m m m m m m m m0.m m m m m m m m m m m Xm m I 0. 106,583. 17,007. 1b Sub-total m m m m m m m m m m m m m I c Total from continuation shem emtsm tom mPam rtm Vm IIm, Sm em cmtiom nm Am m m m m m m m m m m m m m d Total (add lines 1b and 1c) I 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization I 0. Yes No 3 Did the organization list any former officer, director, or trusteem , m km emy m emmmplmoym eme,m morm mhigm hm emstm cm ommm pmenm smatmedm employee on line 1a? If "Yes," complete Schedule J for such individual 3 X 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organizatiom nm manm dm mrem lam tem dm mormgam nmizmatmiomnsm m gmrematmerm m thm amn m $m 1m5m0,m00m 0m?m mIf m “mYem sm,” m cmom mplmetme m Sm cmhem dmulme m Jm m fom r m sm umchm individual 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelatedm mormgam nm izmatmiomn m omr minmdimvimdum aml for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

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

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization I JSA Form (2017) 7E1055 1.000 990 3438JC D310 PAGE 10 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (list any box, unless person is both an from related other hours for officer and a director/trustee) compensation

o I I O K e H F the organizations n n m r e o i f d s g from the

related f y r d p i t i h

m organization (W-2/1099-MISC) c

v i i e l t e r e o i u

e organization d organizations e m s r y t

r (W-2/1099-MISC) u c i t e o p

t a

c and related o below dotted e n l o l o

r a t y m r

line) l organizations e u

t p e s r u e t e s n e t s e a e t e d ( 37) THOMAS RECKER 37.50 ASSOC VP OF DEVELOPMENT 0. X 0. 101,108. 21,176.

m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 1b Sub-total m m m m m m m m m m m m m I c Total from continuation shem emtsm tom mPam rtm Vm IIm, Sm em cmtiom nm Am m m m m m m m m m m m m m d Total (add lines 1b and 1c) I 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization I 0. Yes No 3 Did the organization list any former officer, director, or trusteem , m km emy m emmmplmoym eme,m morm mhigm hm emstm cm ommm pmenm smatmedm employee on line 1a? If "Yes," complete Schedule J for such individual 3 X 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organizatiom nm manm dm mrem lam tem dm mormgam nmizmatmiomnsm m gmrematmerm m thm amn m $m 1m5m0,m00m 0m?m mIf m “mYem sm,” m cmom mplmetme m Sm cmhem dmulme m Jm m fom r m sm umchm individual 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelatedm mormgam nm izmatmiomn m omr minmdimvimdum aml for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

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

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization I JSA Form (2017) 7E1055 1.000 990 3438JC D310 PAGE 11 Form 990 (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 9 Part VIII Statement of Revenue m m m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part VIII (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections m m m m m m m m revenue 512-514 s s t t 1a Federated campaigns 1a n n a

u m m m m m m m m m m r

o b Membership dues 1b G

m m m m m m m m m m , 289,622. s A c Fundraising events 1c

t f r

i m m m m m m m m a l

G 1d

i d Related organizations

, m m m s i 1e

n e Government grants (contributions) S

o i r t

e f All other contributions, gifts, grants, u

h m b t i and similar amounts not included above 1f 3,752,441. r O t

n

d 555,297.

o g Noncash contributions included in lines 1a-1f: $ n m m m m m m m m m m m m m m m m m m C a I h Total. Add lines 1a-1f 4,042,063. e

u Business Code n

e UNIVERSITY SERVICE FEE 611710 518,080. 518,080. v 2a e R b OTHER PROGRAM SERVICES 900099 993,517. 993,517. e c

i MOU FORGIVEN 900099 680,000. 680,000.

v c r e

S d

m

a e

r m m m m m g f All other program service revenue o

r m m m m m m m m m m m m m m m m m m I 2,191,597. P g Total. Add lines 2a-2f 3 Investment income (imncmlumdinm gm m dm ivmidmenm dms, m m inm tem remstI, and other similar amounts) mI 1,785,875. 11,761. 1,774,114. 4 Income from mm inm vmesmtmm emntm omf tmaxm -em xem mm ptm bm onm dm pmromcem emdsm m 0. 5 Royalties I 0. m m m m m m m m (i) Real (ii) Personal 6a Gross rents m m m b Less: rental expenses m m c Rental income or (loss) m m m m m m m m m m m m m m m m I d Net rental income or (loss) 0. 7a Gross amount from sales of (i) Securities (ii) Other assets other than inventory 18,675,694. b Less: cost or other bamsism m m and sales expemnsmesm m m m m 17,191,635. c Gain or (loss) m m m m m m m m 1,484,059.m m m m m m m m m m m m I d Net gain or (loss) 1,484,059. 1,484,059.

e 8a Gross income from fundraising u

n events (not including $ 289,622. ATCH 4 e v

e of contributions reported on line 1c). R

m m m m m m m m m m m r See Part IV, line 18 a 166,078. e

h m m m m m m m m m m t b Less: direct expenses b 128,108. O m m m m m m m I c Net income or (loss) from fundraising events 37,970. 37,970. 9a Gross income from mgammminmg macm timvitmiems. m m See Part IV, line 19 m m m m m m m m m m a b Less: direct expenses bm m m m m m m I c Net income or (loss) from gaming activities 0. 10a Gross sales of invmenm tom rym, m mlesm sm m returns and allowances m m m m m m m m m a b Less: cost of goods sold m bm m m m m m m c Net income or (loss) from sales of inventory I 0. Miscellaneous Revenue Business Code

11a b c m m m m m m m m m m m m m d All other revenue m m m m m m m m m m m m m m m m I e Total. Add lines 11a-11d m m m m m m m m m m m m m 0. 12 Total revenue. See instructions. I 9,541,564. 2,191,597. 11,761. 3,296,143. JSA Form 990 (2017) 7E1051 1.000 3438JC D310 PAGE 12 Form 990 (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 10 Part IX Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organm izmatmiomnsm mm um smt cm ommmplmetme mcom lum mm nm (Am )m. m m m m Check if Schedule O contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, 7b, (A) (B) (C) (D) Total expenses Program service Management and Fundraising 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1 Grants and other assistance to domestic organimzamtiomnsm and domestic governments. See Part IV, line 21 4,038,318. 4,038,318. 2 Grants and other assistancem m tom m dmomm emstmicm individuals. See Part IV, line 22 870,235. 870,235. 3 Grants and other assistance to foreign organizations, foreign governments, andm fom rem igmn m individuals. See Part IV, lines 15 manm d m16m m m m m m 0. 4 Benefits paid to or for members 0. 5 Compensation of current omffimcemrsm, m dmiremctmorms,m trustees, and key employees 0. 6 Compensation not included above, to disqualified persons (as defined under section 4958m(f)m(1)m ) m anm dm persons described in section 4m95m 8(mc)m(3m)(Bm) m m m m m m 0. 7 Other salaries and wages 32,993. 24,004. 8,989. 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 0. m m m m m m m m m m m m 0. 9 Other employmeem bmenm efmitsm m m m m m m m m m m m m 10 Payroll taxes 0. 11 Fees for servicesm (mnomn-memm pmlomyemesm):m m m m m m m m a Managem mmenm t m m m m m m m m m m m m m m m m m m 0. b Legal m m m m m m m m m m m m m m m m m m 5,456. 5,456. c Accountingm m m m m m m m m m m m m m m m m m m 56,650. 56,650. d Lobbying 0. m 0. e Professional fundraising services. Seme mPamrt mIVm, lminem 1m 7 m f Investment management fees 45,239. 45,239.

g Other. (If line 11g amount exceeds 10% of line 25, column m m m m m m 16,690. 16,690. (A) amount, list line 11g expenses on mScmhemdulme Om .) m m m m m m 12 Advertising and pmrom motimonm m m m m m m m m m m m 36,312. 14,010. 22,302. 13 Office expenses m m m m m m m m m m m m m 137,359. 24,149. 74,593. 38,617. 14 Informatiom nm tem chm nmolmogmy m m m m m m m m m m m m m 187,859. 187,859. 15 Royalties m m m m m m m m m m m m m m m m m m 0. 16 Occupamncm ym m m m m m m m m m m m m m m m m m m 420,110. 420,110. 17 Travel 93,306. 32,018. 2,473. 58,815. 18 Payments of travel or entertainment expenses for any federal, state, or local public officm iamlsm m 0. 19 Conferenmcems,m cmonmvem ntmiomnsm, am ndm mm emetminmgsm m m m m 2,252. 464. 495. 1,293. 20 Interest m m m m m m m m m m m m m m 187,460. 187,460. 21 Payments to affiliates m m m m 0. 22 Depreciatiomn,m dem pmlemtiomn,m amndm ammmormtizmatmionm m m m m 117,737. 117,737. 23 Insurance 10,599. 1,756. 8,843. 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.) aMOU AGREEMENT 817,468. 387,468. 430,000. bEVENTS 15,126. 15,126. cENTERTAINMENT 7,672. 7,672. dPARKING 9,713. 5,562. 4,151. e All other expenses 69,633. 5,521. 18,713. 45,399. 25 Total functional expenses. Add lines 1 through 24e 7,178,187. 5,402,299. 1,600,473. 175,415. 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational camIpaign and fundraising solicitation. Check here m m m m m m ifm following SOP 98-2 (ASC 958-720) 0. JSA Form 990 (2017) 7E1052 1.000

3438JC D310 PAGE 13 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 11 Part X Balance Sheet m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part X (A) (B) m m m m m m m m m m m m m m m m m m m m m m m m m m m Beginning of year End of year 1 Cash - non-interest-bearing m m m m m m m m m m m m m m m m m m m 4,680,639. 1 2,437,684. 2 Savings and temporary cash investmm emntms m m m m m m m m m m m m m m m m m m m m 3,384,045. 2 3,338,882. 3 Pledges and grants receivambmle,m nmetm m m m m m m m m m m m m m m m m m m m m m m m 0. 3 0. 4 Accounts receivable, net 150,925. 4 62,564. 5 Loans and other receivables from current and former officers, directors, trustees, key employees, am nmd m mhimghm emstm m cm om mpem nmsam tem dm m em mm pmlomyemems.m 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 m m m m m m m m m m m m 0. 6 0. s

t m m m m m m m m m m m m m m m m m m m m m m m m m

e 7 Notes and loans receivable, net 0. 7 0. s m m m m m m m m m m m m m m m m m m m m m m m m m m m m s 8 Inventories for sale or use 36,962. 8 33,101. A m m m m m m m m m m m m m m m m m m m m 9 Prepaid expenses and deferred charges 93,811. 9 140,054. 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of mSmchmedm umlem Dm m m m 10a 1,634,341. b Less: accumulated depreciation m m m m m m10m bm m m m m 1,170,003.m m m m m m m m 566,826. 10c 464,338. 11 Investments - publicly traded securities m m m m m m m m m m m m m m m 64,490,213. 11 70,432,021. 12 Investments - other securities. See Part IV, line 11 m m m m m m m m m m m m m m 2,150,965. 12 1,729,166.

13 Investments - promgrmam m-rem lam tem dm. Sm eme mPmarmt ImV,m linm em 1m1m m m m m m m m m m m m m m m 0. 13 0. 14 Intangible assets m m m m m m m m m m m m m m m m m m m m m m m m 0. 14 0. 15 Other assets. See Part IV, line 11 m m m m m m m m m m 2,344,645. 15 2,501,298. 16 Total assets. Add lines 1 through 15 (mumstm emqum aml lminme m34m )m m m m m m m m m m m 77,899,031. 16 81,139,108. 17 Accounts payabmlem amnmd macm cmrumedm em xpm emnsm ems m m m m m m m m m m m m m m m m m m m m 703,950. 17 469,757. 18 Grants payable m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 0. 18 0. 19 Deferred revenue m m m m m m m m m m m m m m m m m m m m m m m m m m m 0. 19 0. 20 Tax-exempt bond liabilities m m m m 0. 20 0. 21 Escrow or custodial account liability. Complete Part IV of Schedule D 0. 21 0.

s 22 Loans and other payables to current and former officers, directors, e i t

i trustees, key employees, highest compensated employees, and l i

b m m m m m m m m m m m m m m disqualified persons. Complete Part II of Schedule L 0. 0.

a 22 i

L m m m m m m m 23 Secured mortgages and notes payable to unrelated third partimesm m m m m m m m 0. 23 0. 24 Unsecured notes and loans payable to unrelated third parties 4,988,295. 24 4,834,262. 25 Other liabilities (including federal income tax, payables to related third parties, and othmerm lmiabm ilmitimesm nm om t minmclmudm emd m omn mlinm ems m17m -m24m ).m Cm ommm pmlemtem Pmarmt mXm of Schedule D m m m m m m m m m m m m m m m m m m m m 2,471,077. 25 1,605,623. 26 Total liabilities. Add lines 17 through 25 8,163,322. 26 6,909,642. Organizations that follow SFAS 117 (ASC 958), check here I X and

s complete lines 27 through 29, and lines 33 and 34. e c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m n 27 Unrestricted net assets 224,362. 27 1,806,619. a l

a 28 Temporarily restricted net assets m m m m m m m m m m m m m m m m m m m m m m m m 22,135,221. 28 24,443,617. B

m m m m m m m m m m m m m m m m m m m m m m m m d 29 Permanently restricted net assets 47,376,126. 29 47,979,230. n

u I Organizations that do not follow SFAS 117 (ASC 958), check here and F

r complete lines 30 through 34. o

s m m m m m m m m m m m m m m m m

t 30 Capital stock or trust principal, or current funds 30 e

s 31 Paid-in or capital surplus, or land, building, or equipment fund m m m m m m m m 31 s

A m m m m 32 Retained earnings, endowment, accumulated income, or other funds 32 t e 33 Total net assets or fund balances m m m m m m m m m m m m m m m m m m m m m m m m 69,735,709. 74,229,466. N m m m m m m m m m m m m m m m m m m 33 34 Total liabilities and net assets/fund balances 77,899,031. 34 81,139,108. Form 990 (2017)

JSA

7E1053 1.000 3438JC D310 PAGE 14 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990 (2017) Page 12 Part XI Reconciliation of Net Assets m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or nmotme mtom am nmy mlinm em imn mthmism Pm amrtm Xm I m m m m m m X 1 Total revenue (must equal Part VIII, column (A), line 12) m m m m m m m m m m m m m m m m m m m m m m m 1 9,541,564. 2 Total expenses (must equal Part IX, column (A), linem 2m5)m m m m m m m m m m m m m m m m m m m m m m m m 2 7,178,187. 3 Revenue less expenses. Subtract line 2 from line 1 m m m m m 3 2,363,377. 4 Net assets or fund balances at beginning of ymeam r m(mm um smt em qmuam l Pm am rtm Xm, lminme m33m , mcomlummmn m(Am))m m m m m m 4 69,735,709. 5 Net unrealized gains (losses) on investm em nmtsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5 2,091,454. 6 Donated services andm umsem om f mfamcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6 0. 7 Investment expenses m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 7 0. 8 Prior period adjustments m m m m m m m m m m m m m m m m 8 0. 9 Other changes in net assets or fund balances (explain in Schedule O) 9 38,926. 10 Net assets or funm dm bm amlamncmesm am tm emndm om fm ymeam r.m Cm ommmbimnem mlinmesm m3 mthmrom umghm m9 m(mm um smt em qmuam l mPmarmt Xm ,m limnem 33, column (B)) 10 74,229,466. Part XII Financial Statements and Reporting m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part XII Yes No 1 Accounting method used to prepare the Form 990: Cash X Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. m m m m m m m 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a X If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and sepamramtem bmasm ism m m m m m m m m b Were the organization's financial statements audited by an independent accountant? 2b X If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis X Consolidated basis Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? 2c X If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3a As a result of a federal award, was the organimzamtiom nm rmeqm umirem dm tmo m umndm emrgm om amn m amudm itm omr maum dmitsm masm sm emt fmorm thm imnm the Single Audit Act and OMB Circular A-133? 3a X b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. 3b Form 990 (2017)

JSA

7E1054 1.000 3438JC D310 PAGE 15 SCHEDULE A Public Charity Status and Public Support OMB No. 1545-0047 (Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. À¾µ» I Attach to Form 990 or Form 990-EZ. Department of the Treasury I Open to Public Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 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.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 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: 5 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.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X 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.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 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: 10 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.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 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. a 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. 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. 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. d 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. e 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-fum nmctmiomnam llmy mintm emgrmatmedm msumpmpom rtminmg morm gmanm izmatmiomn.m m m m m m m m m m m m m m m m f Enter the number of supported organizations g Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (iv) Is the organization (v) Amount of monetary (vi) Amount of (described on lines 1-10 listed in your governing support (see other support (see above (see instructions)) document? instructions) instructions) Yes No

(A)

(B)

(C)

(D)

(E)

Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2017 JSA 7E1210 1.000 3438JC D310 PAGE 16 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 Page 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 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) I (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total

1 Gifts, grants, contributions, and membership fees received. m (mDmo m nm omt include any "unusual grants.") 7,312,019. 5,446,352. 4,021,794. 8,318,158. 4,080,033. 29,178,356.

2 Tax revenues levied for the organization's benefit and m emithm emr m pam idm to or expended on its behalf 0.

3 The value of services or facilities furnished by a governmentaml um nmit m tom tmhem organization without charge m m m m m m m 0. 4 Total. Add lines 1 through 3 7,312,019. 5,446,352. 4,021,794. 8,318,158. 4,080,033. 29,178,356. 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 m thm em am mmoum nmt shown on line 11, column (f) 6,586,138. 6 Public support. Subtract line 5 from line 4 22,592,218. Section B. Total Support I Calendar year (or fiscal ymeam r mbemgimnnm inm gm inm) m m (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total 7 Amounts from line 4 7,312,019. 5,446,352. 4,021,794. 8,318,158. 4,080,033. 29,178,356. 8 Gross income from interest, dividends, payments received on securities loans, rents, royaltiesm, m am nmd m minmcommme m mfrom mm similar sources 1,344,193. 1,689,241. 1,291,355. 1,383,545. 1,785,875. 7,494,209.

9 Net income from unrelated business activities, whether or m nmotm tmhem mbum simnem ssm is regularly carried on 3,505. 10,020. 13,525.

10 Other income. Do not include gain or loss from the salem m ofm mcam pmitaml m asm smetsm (Explain in Part VI.) m m 0. 11 Total support. Add lines 7 through 10 m m m m m m m m m m m m m m m m m m m m m m m m m m 36,686,090. 12 Gross receipts from related activities, etc. (see instructions) 12 9,847,628. 13 First five years. If the Form 990 is fom r m thm em om rgm amnimzamtiomn'ms m fimrstm, msem com nmd,m tmhimrdm, mfomurmth,m mor m fmiftmh m tam x m ymeam r m asm ma m smecm tiom nm 5m 0m1(mc)(3) organization, check this box and stop here I Section C. Computation of Public Support Percentage m m m m m m m m m 14 Public support percentage for 2017 (line 6, column (f) divided by lminme m11m , mcom lum mm nm (fm))m m m m m m m m m 14 61.58 % 15 Public support percentage from 2016 Schedule A, Part II, line 14 15 58.95 % 16a 33 1/3 % support test - 2017. If the organization did not check the box on line 13,m amndm lminme m14m mis m3m31m /3m %m om r mmm omrem, cm hmecm km thIis box and stop here. The organization qualifies as a publicly supported organization X b 33 1/3 % support test - 2016. If the organization did not check a box on line 13 or 16a, am nmd mlinm em 1m 5m ism 3m 3m1/m3 %m morm mm om rem , mchm ecIk this box and stop here. The organization qualifies as a publicly supported organization 17a 10%-facts-and-circumstances test - 2017. 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 mthme m omrgmamnizm amtiom nm mm em emtsm tmhem "m fam cmtsm-amndm -cm irmcum mm smtamncmesm " m tem smt. mTmhem om rmgam nmizam tmiomn mqum amlifmiems masm am mpum bmlicm lym sm umppm omrteId organization b 10%-facts-and-circumstances test - 2016. 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 mthme m omrgmamnizm amtiom nm mm em emtsm tmhem "m fam cmtsm-amndm -cm irmcum mm smtamncmesm "m tem smt. m Tmhem om rmgam nmizmatmiomn mqum amlifmiems masm ma mpum bm licIly supported organization 18 Private foundm amtiom nm . mIf mthme mormgmanm izmatmiomn mdmid m nmotm cmhem cmk ma mbom xm omn mlinm em 1m3,m 1m 6ma,m 1m6bm , m1m7am , morm 1m 7mb,m cmhem cmk mthmis mbom xm amndm sm eme m m m I instructions Schedule A (Form 990 or 990-EZ) 2017

JSA

7E1220 1.000 3438JC D310 PAGE 17 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 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 I Calendar year (or fiscal year beginning in) (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (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 relmatem d m tom thm em organization's tax-exempt purpose 3 Gross receipts from activities that are not anm unrelated trade or business under section 513 4 Tax revenues levied for the organization’s benefit and meimthmerm pmaidm tm om or expended on its behalf 5 The value of services or facilities furnished by a governmentalm umnimt tmo m thm em organization without charge m m m m m m m 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, am nmd m3m 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 omn mlinme m13m fmor m thme myemarm c Add lines 7a and 7b 8 Public smupm pmormt. m (Sm umbtmramct m linm em 7m cm fmrom m line 6.) Section B. Total Support I Calendar year (or fiscal ymeam r mbem gminmninm gm inm )m m (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total 9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, romyamltiem sm, am nmd mincm ommme mfrom mm sm imm ilmarm sources b Unrelated business taxable income (less section 511 taxes) from bm usm inmesm sem sm acquired after June 30, 1m97m 5m m m m m m m c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether orm nm omt tmhem bm umsinm emssm ism rmegm umlarmlym carried on 12 Other income. Do not include gain or loss from the salem mof m cm ampitmalm am smsemtsm (Explain in Part VI.) 13 Total supmpomrt.m (m Amddm lminmesm 9m , m 1m0cm , m 11m ,m and 12.) 14 First five years. If the Form 990 is fmor m tmhem mormgamnimzam tiom nm's m fmirsmt, m smecmonm dm, mthmirdm, m fom umrthm, m orm mfifmthm tmaxm myemarm am s m am msemctmionm m 5m01m(cm)(3) organization, check this box and stop here I Section C. Computation of Public Support Percentage m m m m m m m m m m m m m m 15 Public support percentage for 2017 (line 8, column (f) divided by lminem 1m 3m, cmolum mm nm (fm)) m m m m m m m m m m m m m m 15 % 16 Public support percentage from 2016 Schedule A, Part III, line 15 16 % Section D. Computation of Investment Income Percentage m m m m m m m m m m 17 Investment income percentage for 2017 (line 10c, column (f) divided bym limnem 1m3, mcom lummmn m(f)m) m m m m m m m m m m 17 % 18 Investment income percentage from 2016 Schedule A, Part III, line 17 18 % 19 a 33 1/3 % support tests - 2017. If the organization did not check the box on line 14, and line 15 is more than 331/3 %, and linemI 17 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3 % support tests - 2016. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3 %, and I line 18 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization I 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions JSA Schedule A (Form 990 or 990-EZ) 2017 7E1221 1.000 3438JC D310 PAGE 18 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 Page 4 Part IV Supporting Organizations (Complete only if you checked a box in line 12 on 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 No 1 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. 1 2 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). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below. 3a b 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. 3b c 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. 3c 4a 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. 4a b 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. 4b c 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. 4c 5a 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). 5a b 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? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c

6 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. 6 7 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). 7 8 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). 8 9a 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. 9a b 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. 9b c 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. 9c 10 a 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 10b below. 10a b 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 JSA Schedule A (Form 990 or 990-EZ) 2017

7E1229 1.000 3438JC D310 PAGE 19 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 Page 5 Part IV Supporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a 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 b A family member of a person described in (a) above? 11b c 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 No 1 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. 1 2 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. 2 Section C. Type II Supporting Organizations Yes No 1 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). 1 Section D. All Type III Supporting Organizations Yes No 1 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? 1 2 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). 2 3 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. 3 Section E. Type III Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). Yes No 2 Activities Test. Answer (a) and (b) below. a 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. 2a b 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. 2b 3 Parent of Supported Organizations. Answer (a) and (b) below. a 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. 3a b 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. 3b

JSA Schedule A (Form 990 or 990-EZ) 2017

7E1230 1.000 3438JC D310 PAGE 20 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 Page 6 Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 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. (B) Current Year Section A - Adjusted Net Income (A) Prior 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 (B) Current Year Section B - Minimum Asset Amount (A) Prior 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): 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 7 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) 2017

JSA

7E1231 2.000 3438JC D310 PAGE 21 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 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. 7 Total 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 2017 from Section C, line 6 10 Line 8 amount divided by Line 9 amount (ii) (iii) (i) Underdistributions Distributable Section E - Distribution Allocations (see instructions) Excess Distributions Pre-2017 Amount for 2017 1 Distributable amount for 2017 from Section C, line 6 2 Underdistributions, if any, for years prior to 2017 (reasonable cause required-explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2017 a m m m m m m m b From 2013 m m m m m m m c From 2014 m m m m m m m d From 2015 m m m m m m m e From 2016 f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2017 distributable amount i Carryover from 2012 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 4 Distributions for 2017 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2017 distributable amount c Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2017, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2017. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2018. Add lines 3j and 4c. 8 Breakdown of line 7m :m m m a Excess from 2013 m m m m b Excess from 2014 m m m m c Excess from 2015 m m m m d Excess from 2016 m m m m e Excess from 2017 Schedule A (Form 990 or 990-EZ) 2017

JSA

7E1232 1.000 3438JC D310 PAGE 22 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule A (Form 990 or 990-EZ) 2017 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.)

JSA Schedule A (Form 990 or 990-EZ) 2017 7E1225 1.000 3438JC D310 PAGE 23 Schedule B Schedule of Contributors OMB No. 1545-0047 (Form 990, 990-EZ, or 990-PF) I Attach to Form 990, Form 990-EZ, or Form 990-PF. À¾µ» Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for the latest information. Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ X 501(c)( 3 ) (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 property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

X For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % 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 mbem cmamusme mit mremcem ivmemd mnomnem xmclmusm ivmelmy mremligm iom ums,m cmham rimtamblme,m etc., contributions totaling $5,000 or more during the year I $

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 990-PF, 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. Schedule B (Form 990, 990-EZ, or 990-PF) (2017)

JSA

7E1251 1.000 3438JC D310 PAGE 24 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page 2 Name of organization INDIANA STATE UNIVERSITY FOUNDATION, INC Employer identification number 35-6045550

Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 DONALD W. BUTTREY Person X Payroll P. O. BOX 80278 $ 104,360. Noncash (Complete Part II for INDIANAPOLIS, IN 46280-0278 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

2 HOLLIE AND ANNA OAKLEY FOUNDATION, INC. Person X Payroll 120 S FRUITRIDGE AVE $ 100,000. Noncash (Complete Part II for TERRE HAUTE, IN 47803-1644 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

3 HULMAN PUBLIC BUILDING TRUST Person X Payroll P. O. BOX 150 $ 92,000. Noncash (Complete Part II for TERRE HAUTE, IN 47808-0150 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

4 JOHN W. ANDERSON FOUNDATION Person X Payroll 402 WALL ST, STE 12 $ 100,000. Noncash (Complete Part II for VALPARAISO, IN 46383-2567 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

5 LILLY ENDOWMENT, INC. Person X Payroll 2801 N MERIDIAN ST, P. O. BOX 88068 $ 302,583. Noncash (Complete Part II for INDIANAPOLIS, IN 46208-4712 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

6 DONALD J. DUDINE Person X Payroll 17605 BUZZARD ROOST RD. $ 100,000. Noncash (Complete Part II for MAGNET, IN 47520 noncash contributions.)

JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2017)

7E1253 1.000 3438JC D310 PAGE 25 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page 2 Name of organization INDIANA STATE UNIVERSITY FOUNDATION, INC Employer identification number 35-6045550

Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

7 ELIZABETH C. DAILEY Person X Payroll 5725 GAINSBOROUGH WALK $ 163,562. Noncash (Complete Part II for WESTMINISTER, CA 92683 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

8 JOANNA E. HOCK Person X Payroll 319 E 3602 S IRONWOOD DR. $ 92,752. Noncash (Complete Part II for SOUTH BEND, IN 46614 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

9 LARRY S. BOULET Person X Payroll 9075 PICKWICK DR. $ 86,520. Noncash (Complete Part II for INDIANAPOLIS, IN 46260 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

10 PEGGY L. SANKEY SWAIM Person X Payroll PO BOX 185 $ 96,018. Noncash X (Complete Part II for ROCKVILLE, IN 47872 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Payroll $ Noncash (Complete Part II for noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Payroll $ Noncash (Complete Part II for noncash contributions.)

JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2017)

7E1253 1.000 3438JC D310 PAGE 26 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page 3 Name of organization INDIANA STATE UNIVERSITY FOUNDATION, INC Employer identification number 35-6045550

Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

SECURITIES - PUBLICLY TRADED 10

$ 96,018. 12/31/2017

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

$

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

$

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

$

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

$

(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (See instructions.)

$

JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2017) 7E1254 1.000 3438JC D310 PAGE 27 Schedule B (Form 990, 990-EZ, or 990-PF) (2017) Page 4 Name of organization INDIANA STATE UNIVERSITY FOUNDATION, INC Employer identification number 35-6045550 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 relIigious, 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 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2017) 7E1255 1.000 3438JC D310 PAGE 28 SCHEDULE D OMB No. 1545-0047 (Form 990) SIupplemental Financial Statements Complete if the organization answered "Yes" on Form 990, À¾µ» Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. I Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 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. m m m m m m m m m m m (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year 2 Aggregate value of contributions to (during yemarm) 3 Aggregate value of grants fromm (dm umrinm gm ymeam r)m m m 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets heldm imn m dmonm omr madm vmismedm funds are the organization's property, subject to the organization's exclusive legal control? Yes No 6 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 tmhem bm em nmefmit mofm tmhem dm om nmorm om r mdom nmomr am dm vimsom r,m om r mfomr manm ym omthmemr pm umrpm omsem conferring impermissible private benefit? Yes No Part II Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 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 a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 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. m m m m m m m m m m m m m m m m m m m m m m m m m m m Held at the End of the Tax Year a Total number of conservation easements m m m m m m m m m m m m m m m m m m m m m 2a b Total acreage restricted by conservation easements m m m m m 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included inm m(c)m am cmqum irmedm mafmtemr m7/m25m /m06m ,mamndm nm omt om nm am historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year I 4 Number of states where property subject to conservation easement is located I 5 Does the organization have a written policy regarding the periodmicm mm om nmitom rminmg,m imnsm pmecm timonm , m hmanm dmlinm gm om f violations, and enforcement of the conservation easements it holds? Yes No 6 SItaff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 AImount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year $ 8 Does each conservation easemmenmt rmempom rtmedm om nm limnem 2m (dm ) mabm omvem sm amtismfym thm em rem qmuimremmm emntms om fm sem cmtiom nm 1m70m (hm )m(4m)(Bm )m(i)m and section 170(h)(4)(B)(ii)? Yes No 9 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. 1a 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. b 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 relatinm gm tom mthmesm em itmemm sm: m m m m m m m m m m m m m m m m m m m m I (i) Revenue included on Form 990, Parmt Vm IImI, mlinme m1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I $ (ii) Assets included in Form 990, Part X $ 100,000. 2 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 undemr mSFm AmSm 1m16m m(AmSCm m95m 8m) mremlamtinm gm tom tmhmesme mitem mm sm: m m m m m m I a Revenue included on Form 990, Parmt Vm IImI, mlinme m1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I $ b Assets included in Form 990, Part X $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2017 JSA 7E1268 2.000 3438JC D310 PAGE 29 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule D (Form 990) 2017 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 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): a X Public exhibition d Loan or exchange programs b Scholarly research e Other c X Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other smimm ilam rm m m assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes X 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. 1a Is the organization an agent, trum smteme,m cmusm tom dm iam nm omr om thm emr minmtemrmm emdmiamrym fom r mcom nmtrmibmutmiomnsm omr om thm emr masmsem tsm nm omt m m m included on Form 990, Part X? Yes No b If "Yes," explain the arrangement in Part XIII and complete the following table: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Amount c Beginning balance m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c d Additions during the year m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1d e Distributions durimngm tmhme myem amr m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1e f Ending balance 1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liabimlitym ?m m m m Ym em sm m No b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on 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 m m m m 62,298,508. 52,713,159. 56,532,211. 55,926,740. 47,081,706. 1a Beginning of yem amr bm amlamncm em m m m m b Contributions 602,382. 5,544,873. 1,456,506. 1,779,257. 2,840,972. c Net investmm emntm em amrnminmgsm, gm aminms,m m and losses m m m m m m 4,367,634. 6,475,551. -2,942,847. 740,804. 7,967,600. d Grants or scholarships 868,573. 1,480,021. 1,389,987. 1,149,238. 699,517. e Other expenditmurmesm fmorm fmacm ilimtiem sm m and programs m m m m m 413,614. 955,054. 942,724. 765,352. 1,264,021. f Administrative expenm smesm m m m m m g End of year balance 65,986,337. 62,298,508. 52,713,159. 56,532,211. 55,926,740. 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment I 11.6800 % b Permanent endowment I 16.5900 % c Temporarily restricted endowment I 71.7300 % The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No (i) unrelated organizationsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a(i) X (ii) related organizations m m m m m m m m m m m m m m m m 3a(ii) X b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 3b 4 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 (b) Cost or other basis (c) Accumulated (d) Book value m m m m m m m m m m m m m m m m m m m m m (investment) (other) depreciation 1a Land m m m m m m m m m m m m m m m m m m 100,000. 100,000. b Buildings m m m m m m m m m m c Leasehold imm pmromvem mm emntms m m m m m m m m m m 217,595. 74,331. 143,264. d Equipmmenm tm m m m m m m m m m m m m m m m m m 694,990. 588,946. 106,044. e Other 621,756. m m 506,726.m m m m m 115,030. Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) I 464,338. Schedule D (Form 990) 2017

JSA 7E1269 1.000 3438JC D310 PAGE 30 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule D (Form 990) 2017 Page 3 Part VII Investments - Other 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 (b) Book value (c) Method of valuation: (including nm ammme mof msem cum rimty)m m m m m m m m m Cost or end-of-year market value (1) Financial derivatives m m m m m m m m m m m m m (2) Closely-held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) I Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) Part VIII Investments - Program 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) I 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) (2) (3) (4) (5) (6) (7) (8) (9) m m m m m m m m m m m m m m m m m m m m m m m m m m Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) I 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 (2) DUE TO INDIANA STATE UNIVERSIT 932,975. (3) PRESENT VALUE OF SPLIT INTERES (4) AGREEMENT 613,973. (5) REFUNDABLE ADVANCES 58,675. (6) DUE TO SYCAMORE FOUNDATION (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) I 1,605,623. 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 JSA Schedule D (Form 990) 2017 7E1270 1.000 3438JC D310 PAGE 31 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule D (Form 990) 2017 Page 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Pmarm t mIVm , mlinm em 1m 2ma.m m m m m m m m 1 Total revenue, gains, and other support per audited financial statements 1 11,800,052. 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: m m m m m m m m m m m m m m m m m m 2,091,454. a Net unrealized gains (losses) on investm em nmtsm m m m m m m m m m m m m m m m m m m 2a b Donated services and use of famcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m 2b c Recoveries of prior year grantms m m m m m m m m m m m m m m m m m m m m m m m m m m 2c d Other (Describe in Part XIII.) 2d 167,034. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2,258,488. e Add lines 2a through 2d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2e 3 Subtract line 2e from line 1 3 9,541,564. 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1m :m m m m m m a Investment expenses not inclmudm emd monm Fm omrmm m99m 0m, mPam rmt Vm IImI, mlinme m7bm m m m m m m m 4a b Other (Describe in Parmt Xm IImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4m bm m m m m m m m m m m m c Add lines 4a and 4b m m m m m m m m m m m m m m 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 5 9,541,564. Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Fm omrmm m9m90m , mPmarm t mIVm , mlinm em 1m 2ma.m m m m m m m m 1 Total expenses and losses per audited financial statements 1 7,306,295. 2 Amounts included on line 1 but not on mFom rm m 9m90m , mPmarmt mIXm, lminme m25m :m m m m m m m a Donated services and umsem om f mfamcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m 2a b Prior year admjumstm em nmtsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2b c Other losses m m m m m m m m m m m m m m m m m m m m m m m m m m m 2c d Other (Describe in Part XIII.) 2d 128,108. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 128,108. e Add lines 2a through 2d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2e 3 Subtract line 2e from line 1 3 7,178,187. 4 Amounts included on Form 990, Part IX, line 25, but not on line 1:m m m m m m m a Investment expenses not inclmudm emd monm Fm omrmm m99m 0m, mPam rmt Vm IImI, mlinme m7bm m m m m m m m 4a b Other (Describe in Parmt Xm IImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4m bm m m m m m m m m m m m c Add lines 4a and 4b m m m m m m m m m m m m m 4c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) 5 7,178,187. Part XIII Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, 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. SEE PAGE 5

JSA Schedule D (Form 990) 2017

7E1271 1.000 3438JC D310 PAGE 32 Schedule D (Form 990) 2017 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 5 Part XIII Supplemental Information (continued)

SCHEDULE D, PART III, LINE 4

THE FOUNDATION OWNS AN ARTIST RENDERED SCULPTURE NAMED RENEW THAT IS

ON DISPLAY TO PROMOTE CULTURAL EDUCATION FOR THE PUBLIC AND THE

INDIANA STATE UNIVERSITY COMMUNITY.

SCHEDULE D, PART V, LINE 4

THE FOUNDATION'S ENDOWMENT FUNDS ARE SUBJECT TO DONOR IMPOSED

STIPULATIONS THAT THEY BE MAINTAINED PERMANENTLY BY THE FOUNDATION. THE

FOUNDATION GENERALLY MAY USE ALL OR PART OF THE INCOME ON RELATED

INVESTMENTS FOR GENERAL OR SPECIFIC PURPOSES THAT CONTRIBUTE TO INDIANA

STATE'S GROWTH AND SUCCESS.

SCHEDULE D, PART X, LINE 2

FIN 48 DISCLOSURE:

MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE

INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT

IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR

DISCLOSED IN THE FINANCIAL STATEMENTS.

PART XI, LINE 2D

OTHER ADJUSTMENTS:

SPECIAL EVENT EXPENSES $ 128,108

CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $ 38,926

Schedule D (Form 990) 2017 JSA 7E1226 1.000

3438JC D310 PAGE 33 Schedule D (Form 990) 2017 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 5 Part XIII Supplemental Information (continued)

PART XII, LINE 2D - OTHER ADJUSTMENTS:

OTHER ADJUSTMENTS:

SPECIAL EVENT EXPENSES $ 128,108

Schedule D (Form 990) 2017 JSA 7E1226 1.000

3438JC D310 PAGE 34 SCHEDULE F Statement of Activities Outside the United States OMB No. 1545-0047 (Form 990) I À¾µ» Complete if the organization aInswered "Yes" on Form 990, Part IV, line 14b, 15, or 16. Attach to Form 990. Open to Public Department of the Treasury I Go to www.irs.gov/Form990 for instructions and the latest information. Internal Revenue Service Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Part I General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the granteem sm' em limgimbimlitmy mfomr tm hme mgrmanm tsm om rm amssm ismtamncm em, am nmd mthmem smelmecm timonm cm rimtemriam um smedm mtom amwmarmd mthme grants or assistance? Yes No

2 For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the United States.

3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region (b) Number of (c) Number of (d) Activities conducted in the (e) If activity listed in (d) is (f) Total offices in the employees, region (by type) (such as, a program service, expenditures for region agents, and fundraising, program services, describe specific type of and investments independent investments, grants to recipients service(s) in the region in the region contractors located in the region) in the region

(1) CENTRAL AMERICA/CARIBBEAN 0. 0. INVESTMENTS N/A 385,195.

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16) (17) m m m m m m m m m m m 3a Sub-total 385,195. b Total from mcom nmtinm umatmiomn sheets to Part I c Totals (add lines 3a and 3b) 385,195. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2017 JSA 7E1274 1.000 3438JC D310 PAGE 35 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule F (Form 990) 2017 Page 2 Part II Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name of (b) IRS code (c) Region (d) Purpose of (e) Amount of (f) Manner of (g) Amount of (h) Description (i) Method of organization section and EIN grant cash grant cash noncash of noncash valuation (if applicable) disbursement assistance assistance (book, FMV, appraisal, other)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16) 2 Enter total number of recipient organizations listed above that are recognized as charities by the formeimgnm cm omunm tmrym, rmecm omgnm izm emd masm tmaxm -em xmemIpt by the IRS, or for which the grantee or counsel has pmromvimdem dm am smecm timonm 5m 0m1(m c)m (3m ) memqum ivmalmenm cmy mlemttem rm m m m m m m m m m m m m m m m m m m m m 3 Enter total number of other organizations or entities I Schedule F (Form 990) 2017

JSA 7E1275 1.000 3438JC D310 PAGE 36 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule F (Form 990) 2017 Page 3 Part III Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Region (c) Number of (d) Amount of (e) Manner of (f) Amount of (g) Description (h) Method of recipients cash grant cash noncash of noncash valuation disbursement assistance assistance (book, FMV, appraisal, other)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

(17)

(18) Schedule F (Form 990) 2017

JSA 7E1276 1.000 3438JC D310 PAGE 37 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule F (Form 990) 2017 Page 4 Part IV Foreign Forms

1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Fomrmm 9m 26m , m Rmetmurmn mbym am Um.Sm. Tm ram nmsfem rom r mofm Pmrompem rtmy mto m a m Fmorem igm n Corporation (see Instructions for Form 926) X Yes No

2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return mof m Fmorem igm n Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990) Yes X No

3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Informatiom nm Rmetmurmn mof m Um.Sm. Pm ermsom nsm Wm imthm Rmesm pem cmt Tm o Certain Foreign Corporations (see Instructions for Form 5471) X Yes No

4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Information Return by a Shareholder om f m am Pmasm simvem Fm ormeimgnm Imnvmesm tmm emntm Cm om pm amnym om r mQmuam lifmiedm mElmecmtinm g Fund (see Instructions for Form 8621) X Yes No

5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865m, Rm emtumrnm omf mU.mS.m Pmermsomnsm Wm imthm Rm esm pmecmt mto m Cmermtamin Foreign Partnerships (see Instructions for Form 8865) X Yes No

6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separatelym fimlem Fmorm m 5m71m 3,m Imntmermnamtiom nam l mBom ymcomtt m Rmepm ormt m(sem e Instructions for Form 5713; don't file with Form 990) Yes X No

Schedule F (Form 990) 2017

JSA

7E1277 1.000 3438JC D310 PAGE 38 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule F (Form 990) 2017 Page 5 Part V Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).

JSA Schedule F (Form 990) 2017

7E1502 1.000 3438JC D310 PAGE 39 SCHEDULE G Supplemental Information Regarding Fundraising or Gaming Activities OMB No. 1545-0047 (Form 990 or 990-EZ) Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the À¾µ» organizationI entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Open to Public Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for the latest instructions. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 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. 1 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 2 a 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? Yes No b If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.

(v) Amount paid to (iii) Did fundraiser have (vi) Amount paid to (i) Name and address of individual (iv) Gross receipts (or retained by) (ii) Activity custody or control of (or retained by) or entity (fundraiser) from activity fundraiser listed in contributions? organization col. (i) Yes No 1

2

3

4

5

6

7

8

9

10 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total I 3 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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2017 JSA 7E1281 1.000 3438JC D310 PAGE 40 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule G (Form 990 or 990-EZ) 2017 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 (b) Event #2 (c) Other events (d) Total events CELEBRATION GAL PRESIDENT'S SC 3 (add col. (a) through col. (c)) (event type) (event type) (total number) mmmmmmmmmmmm 1 Gross receipts 322,300. 62,325. 71,075. 455,700.

Revenue m m m m m m m m m 2 Less: Contributions 216,718. 49,945. 22,959. 289,622. 3 Gross mmmmmmmmmmmmmmmmmincome (line 1 minus line 2) 105,582. 12,380. 48,116. 166,078. mmmmmmmmmmmmmm 4 Cash prizes mmmmmmmmmmmm 5 Noncash prizes 803. 7,871. 80. 8,754. m m m m m m m m m m 6 Rent/facility costs 3,932. 6,570. 6,667. 17,169. m m m m m m m m m 7 Food and beverages 47,704. 4,901. 21,686. 74,291. mmmmmmmmmmmm 8 Entertainment 610. 610. Direct Expenses m m m m m m m m 9 Other direct expenses 19,972. 4,362. 2,950. 27,284. mmmmmmmmmmmmmmmmmmmmm I 10 Direct expense summary. Add lines 4 through 9 in column (d) mmmmmmmmmmmmmmmmmmmmm 128,108. 11 Net income summary. Subtract line 10 from line 3, column (d) I 37,970. 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. (d) Total gaming (add (a) Bingo (b) Pull tabs/instant (c) Other gaming bingo/progressive bingo col. (a) through col. (c))

Revenue mmmmmmmmmmmm 1 Gross revenue mmmmmmmmmmmmmm 2 Cash prizes mmmmmmmmmmm 3 Noncash prizes

4 Rent/facility costs m m m m m m m m m m Direct Expenses m m m m m m m m 5 Other direct expenses mmmmmmmmmmmm Yes % Yes % Yes % 6 Volunteer labor No No No

7 Direct expense summary. Add lines 2 through 5 in column (d) mmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmm 8 Net gaming income summary. Subtract line 7 from line 1, column (d) I 9 Enter the state(s) in which the organization conducts gaming activities: mmmmmmmmmmmmmmmmm a Is the organization licensed to conduct gaming activities in each of these states? Yes No b If "No," explain: m m m m 10 a Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? Yes No b If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2017

JSA

7E1282 1.000 3438JC D310 PAGE 41 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule G (Form 990 or 990-EZ) 2017 m m m m m m m m m m m m m m m m m m m m m m m m Page 3 11 Does the organization conduct gaming activities with nonmembers? Yes No 12 Is the organization a grantor, beneficiary morm tmrumstmeem om fm am trmusm t morm am mm em mm bm emr om f ma mpam rtmnem rmshmipm omr om thm emr em nmtitmy m m m m formed to administer charitable gaming? Yes No 13 Indicate the percentage ofm gmamm imngm am cmtivm itmy mcomnmdum cmtemd min:m m m m m m m m m m m m m m m m m m m m m m m m m m a The organization's fmamcilmitym m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 13a % b An outside facility 13b % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name I

Address I

15 a Does the momrgmanm izm amtiom nm hm amvem am mcom nmtrmacm t m wm itmh m am tmhimrdm mpam rtmy m frmomm wm hmom m tmhem morm gmanm izmamtiomn m rmecm emivem sm gm ammminmgm revenue? Yes No b If "Yes," enter the amount of gaming revenue received by the organization I $ and the amount of gaming revenue retained by the third party I $ . c If "Yes," enter name and address of the third party:

Name I

Address I

16 Gaming manager information:

Name I

Gaming manager compensation I $

Description of services provided I

Director/officer Employee Independent contractor

17 Mandatory distributions: a Is the organization required unmdem rm smtam tem lmawm m tom mmmakm em cm hmarmitam bmlem dm ism trmibmutmiomnsm mfrmomm m thm em gm am minmg m pmromcem emdsm mto retain the state gaming license? Yes No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year I $ Part IV Supplemental Information. Provide the explanation 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).

Schedule G (Form 990 or 990-EZ) 2017

JSA 7E1503 1.000 3438JC D310 PAGE 42 SCHEDULE I Grants and Other Assistance to Organizations, OMB No. 1545-0047 (Form 990) Governments, and Individuals in the United States À¾µ» Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. I Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Part I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amm omunm t momf tmhem gm rmanm tsm om r masm smismtamncm em, tmhem mgrmanm tem ems’m emligmibmilitmy mfomr tmhem gm ram nmtsm omr am smsism tam nmcem , manm d the selection criteria used to award the grants or assistance? X Yes No 2 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.

1 (a) Name and address of organization (b) EIN (c) IRC section (d) Amount of cash (e) Amount of non- (f) Method of valuation (g) Description of (h) Purpose of grant (book, FMV, appraisal, or government (if applicable) grant cash assistance other) noncash assistance or assistance (1) INDIANA STATE UNIVERSITY 200 N. SEVENTH STREET TERRE HAUTE, IN 47809 35-6001670 501(C)(3) 4,038,318. CASH SUPPORT EDUCATIONAL (2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 2 Enter total number of section 501(c)(3) and government organizamtiom nms mlismtem dm inm tmhem lminem 1m tmabm lem m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1. 3 Enter total number of other organizations listed in the line 1 table I For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2017)

JSA 7E1288 1.000 3438JC D310 PAGE 43 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule I (Form 990) (2017) 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 (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)

1 SCHOLARSHIPS AND GRANTS TO STUDENTS 523. 870,235. SCHOLARSHIPS

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. SCHEDULE I, PART I, LINE 2

ALL GRANT EXPENDITURES ARE IN ACCORDANCE WITH THE GRANT AGREEMENT,

SUBSTANTIATED WITH PROPER DOCUMENTATION, AND APPROVED BY THE GRANT

SUPERVISOR AND DEPARTMENT CHAIR.

SCHEDULE I, PART III, LINE 1

INDIANA STATE UNIVERSITY FOUNDATION AWARDS MERIT-BASED AND NEED-BASED

SCHOLARSHIPS TO STUDENTS. THESE SCHOLARSHIPS ARE AWARDED IN ACCORDANCE

WITH INDIANA STATE UNIVERSITY'S SCHOLARSHIP DISTRIBUTION PRACTICES. THE

FOUNDATION GIVES SCHOLARSHIPS DIRECTLY TO THE STUDENT'S ACCOUNTS AT

Schedule I (Form 990) (2017)

JSA

7E1504 1.000 3438JC D310 PAGE 44 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule I (Form 990) (2017) 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 (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)

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. INDIANA STATE UNIVERSITY.

Schedule I (Form 990) (2017)

JSA

7E1504 1.000 3438JC D310 PAGE 45 SCHEDULE J Compensation Information OMB No. 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees À¾µ» I Complete if the organization answered "Yes" on Form 990, Part IV, line 23. I Open to Public Department of the Treasury I Attach to Form 990. Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Part I Questions Regarding Compensation Yes No 1a Check the appropriate 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 indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (such as, maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbm umrsm em menm t m om r m pm rom vmismionm m omf m amll m omf m thm em mexmpmenmsem sm mdem smcrmibmedm mabm omvem ?m Imf m "Nm om ,"m mcom mm pmlemtem mPam rtm mIIIm tmo explain 1b 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all direcmtomrsm, mtrum smtemesm , m amndm mofmficm emrsm, imncm lum dminmg m thm em Cm Em Om /Em xmemcumtivm em Dm irm emctmorm, mremgam rmdimngm tmhem mitem mm sm cm hmecm kmedm monm lminme 1a? 2 3 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 4 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: m m m m m m m m m m m m m m m m m m m m m m m m m m m m a Receive a severance payment or change-of-control payment? m m m m m m m m m m m m m m m 4a X b Participate in, or receive payment from, a supplemental nonqualified retirement plan?m m m m m m m m m m m m m m m 4b X c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contimngm emntm om nm thm em rem vmenm umems om f:m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a The organization? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5a X b Any related organization? 5b X If "Yes" on line 5a or 5b, describe in Part III. 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contimngm emntm om nm thm em nmetm emamrnminmgsm om f:m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a The organization? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6a X b Any related organization? 6b X If "Yes" on line 6a or 6b, describe in Part III. 7 For persons listed on Form 990, Part VII, Section A, line 1a, dmidm tmhem morm gmanm izmamtiom n m pm rom vmidme m amnym mnom nmfixm emd payments not described on lines 5 and 6? If "Yes," describe in Part III 7 X 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the inmitimalm mcom nmtram cmt m emxcm emptmiomn m dm emscm rimbem dm minm mRem gmulmatmiomnsm m smecm timonm m5m3.m49m 5m8-m4m(am)(3m )?m m Ifm m"Ymesm ,"m mdem smcrm ibme in Part III 8 X 9 If "Yes" on line 8, did the organm izmatm iomn m am lsmo m fmolmlomw m tmhem mrem bmutmtamblme m pm rem smumm pm timonm m pmromcem dmurm em dm emscm rimbem dm imn Regulations section 53.4958-6(c)? 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2017

JSA

7E1290 1.000 3438JC D310 PAGE 46 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

Schedule J (Form 990) 2017 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 aren't 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.

(B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits (B)(i)-(D) in column (B) reported (A) Name and Title (i) Base (ii) Bonus & incentive (iii) Other compensation compensation reportable compensation as deferred on prior compensation Form 990

RONALD CARPENTER END 12 (i) 0. 0. 0. 1ISU FOUNDATION CEO (ii) 201,355. 0. 0. 20,421. 15,672. 237,448. (i) 2 (ii) (i) 3 (ii) (i) 4 (ii) (i) 5 (ii) (i) 6 (ii) (i) 7 (ii) (i) 8 (ii) (i) 9 (ii) (i) 10 (ii) (i) 11 (ii) (i) 12 (ii) (i) 13 (ii) (i) 14 (ii) (i) 15 (ii) (i) 16 (ii) Schedule J (Form 990) 2017

JSA

7E1291 1.000 3438JC D310 PAGE 47 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

Schedule J (Form 990) 2017 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.

SCHEDULE J, PART I, LINE 1A

RON CARPENTER - ONE TRIP WAS PAID FOR BY THE FOUNDATION FOR THE

FOUNDATION PRESIDENT'S SPOUSE TO ACCOMPANY HIM ON FOUNDATION BUSINESS.

THESE BENEFITS ARE REPORTED TO THE PRESIDENT AS TAXABLE INCOME.

SCHEDULE J, PART I, LINE 3

THE COMPENSATION FOR THE ORGANIZATION IS DETEREMINED BY THE RELATED

ORGANIZATION INDIANA UNIVERSITY STATE FOUNDATION.

Schedule J (Form 990) 2017

JSA

7E1505 1.000 3438JC D310 PAGE 48 SCHEDULE L Transactions With Interested Persons OMB No. 1545-0047 (Form 990 or 990-EZ) I Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, À¾µ» 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. I Open To Public Department of the Treasury I Attach to Form 990 or Form 990-EZ. Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Part I Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only). Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

(b) Relationship between disqualified person and (d) Corrected? 1 (a) Name of disqualified person (c) Description of transaction organization Yes No (1) (2) (3) (4) (5) (6) 2 Enter the amount of mtamx minmcumrrmedm mbym tmhem om rmgam nmizmatmiomn m manm amgem rsm om rm dmismqum amlifmiemd mpem rmsomnsm dm um rimngm tmhem myemamr m I under section 4958 m m m m m m m m m m m m m m m $ 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization I $

Part II Loans to and/or From Interested Persons. Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22.

(a) Name of interested person (b) Relationship (c) Purpose of (d) Loan to or (e) Original (f) Balance due (g) In default? (h) Approved (i) Written with organization loan from the principal amount by board or agreement? organization? committee?

To From Yes No Yes No Yes No (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Total I $ Part III Grants or Assistance Benefiting Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 27. (a) Name of interested person (b) Relationship between interested (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance person and the organization (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule L (Form 990 or 990-EZ) 2017

JSA 7E1297 1.000 3438JC D310 PAGE 49 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

Schedule L (Form 990 or 990-EZ) 2017 Page 2 Part IV Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person (b) Relationship between (c) Amount of (d) Description of transaction (e) Sharing of interested person and the transaction organization's organization revenues?

Yes No (1) TERRE HAUTE SAVINGS BANK PRESIDENT OF BANK 34,904. INTEREST ON LOAN (2) (3) (4) (5) (6) (7) (8) (9) (10) Part V Supplemental Information Provide additional information for responses to questions on Schedule L (see instructions).

SCHEDULE L, PART IV, LINE 1

BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:

BART COLWELL, A TRUSTEE, IS THE PRESIDENT OF TERRE HAUTE SAVINGS BANK.

SYCAMORE FOUNDATION HOLDINGS, A RELATED ORGANIZATION, HAS A LOAN WITH

TERRE HAUTE SAVINGS BANK. SYCAMORE FOUNDATION HOLDINGS IS A CONTROLLED

ORGANIZATION OF INDIANA STATE UNIVERSITY FOUNDATION.

JSA 7E1507 1.000 Schedule L (Form 990 or 990-EZ) 2017 3438JC D310 PAGE 50 SCHEDULE M Noncash Contributions OMB No. 1545-0047 (Form 990) I À¾µ» I Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Department of the Treasury I Attach to Form 990. Open to Public Internal Revenue Service Go to www.irs.gov/Form990 for the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Part I Types of Property (a) (b) (c) (d) Check if Number of contributions or Noncash contribution Method of determining amounts reported on m m m m m m m m m m applicable items contributed Form 990, Part VIII, line 1g noncash contribution amounts 1 Art - Works of art m m m m m m 2 Art - Historical treasures m m m m m m 3 Art - Fractional interests m m m m m m 4 Books and publications 5 Clothinmg mamndm hm omusm emhom ldm m m m m m m goods m m m m m m 6 Cars and other vemhimclem sm m m m m m m 7 Boats and planes m m m m m m m m 8 Intellectual property m m m m m 9 Securities - Publicly traded m m m X 17. 268,678. MARKET VALUE 10 Securities - Closely held stock 11 Securities - Partnemrsmhimp,m LmLCm ,m m m m or trust interests m m m m m 12 Securities - Miscellaneous 13 Qualified conservation contributiomn m- Hm imstmormicm m m m m m m m structures 14 Qualified conservatiomn m m m m m m m contribution - Other m m m m m m 15 Real estate - Residential m m m m m 16 Real estate - Commmermcimalm m m m m m 17 Real estate -m Om thm emr m m m m m m m m m 18 Collectibles m m m m m m m m m m m 19 Food inventory m m m m 20 Drugs and mm emdmicam l msum pmplmiesm m m m m 21 Taxidermy m m m m m m m m m 22 Historical artifacts m m m m m m m m 23 Scientific specimens m m m m m m m 24 Archeological artifacts 25 Other I ( ATHLETICS ) X 85. 272,324. COST 26 Other I ( PRIZES ) X 33. 14,295. COST 27 Other I ( ) 28 Other I ( ) 29 Number of Forms 8283 received by the organization during the tax year for mcom nmtrmibum tmionm sm fmorm which the organization completed Form 8283, Part IV, Donee Acknowledgement 29 Yes No 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 om f mthme m inm itmiaml cm omnmtrimbum timonm , m amndm wm hm icm hm imsnm't m rem qmuimremdm to be used for exempt purposes for the entire holding period? 30a X b If "Yes," describe the arrangement in Part II. 31 Does the orgm amnimzam timonm m hmavme m am m gm ifmt m amccm emptmanm cme m pm omlicm y m mthmatm mremqmuirm ems m tmhem m rem vmiemwm mofm manm ym mnom nmstmanm dmarm dm contributions? 31 X 32a Does the orgam nmizam tmionm mhimrem om rm um sme m thm irmd m pmarm tiem sm om rm rmelmatmedm mormgam nmizmatmiomnsm mtom sm omlicmit,m pm rmocmesm sm, morm sm emll m nmonm cmasm hm contributions? 32a X b If "Yes," describe in Part II. 33 If the organization didn't 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. Schedule M (Form 990) (2017)

JSA

7E1298 1.000 3438JC D310 PAGE 51 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule M (Form 990) (2017) 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.

SCHEDULE M, PART I, LINE 32B

THE FOUNDATION USED A REALTOR TO SELL A HOUSE THAT WAS GIVEN TO THE

FOUNDATION.

JSA Schedule M (Form 990) (2017)

7E1508 1.000 3438JC D310 PAGE 52 SCHEDULE O Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047 (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on À¾µ» Form 990 or I990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Open to Public Department of the Treasury I Internal Revenue Service Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

FORM 990, PART VI, SECTION A, LINE 7A

POWER TO APPOINT MEMBERS OF THE GOVERNING BODY: INDIANA STATE

UNIVERSITY HAS THE ABILITY TO APPOINT MEMBERS TO THE INDIANA STATE

UNIVERSITY FOUNDATION'S GOVERNING BODY. VARIOUS POSITIONS FOR THE

UNIVERSITY MUST SERVE AS DIRECTORS FOR THE FOUNDATION PER THE

FOUNDATION'S BYLAWS.

FORM 990, PART VI, SECTION B, LINE 11B

PROCESS TO REVIEW THE 990: THE ASSISTANT DIRECTOR OF FINANCIAL

SERVICES, THE AUDIT COMMITTEE CHAIR, AND THE INTERIM CEO AND/OR CEO

PERFORM A DETAILED REVIEW OF THE TAX RETURN BEFORE FILING. THE 990

IS ALSO PROVIDED TO THE FULL BOARD, WHICH INCLUDES THE MEMBERS OF THE

AUDIT COMMITTEE, FOR THEIR REVIEW BEFORE IT IS FILED. THE RETURN IS

ALSO PREPARED BY AN INDEPENDENT ACCOUNTING FIRM.

FORM 990, PART VI, SECTION B, LINE 12C

CONFLICT OF INTEREST POLICY: INDIVIDUALS WITH CONFLICTS MAY NOT

PARTICIPATE IN THE CONSIDERATION OF TRANSACTIONS, THEY CAN NOT VOTE

ON THEM. CONFLICTS OF INTEREST QUESTIONNAIRES ARE COMPLETED EACH

YEAR BY MEMBERS OF THE BOARD OF DIRECTORS. THE ASSISTANT SECRETARY

OF THE BOARD COLLECTS THE COMPLETED CONFLICT OF INTEREST FORMS FROM

ALL BOARD MEMBERS AND GIVES THEM TO THE PRESIDENT TO REVIEW. BEFORE

ANY MATTERS ARE CONSIDERED, THE CHAIR ASKS THAT ANYONE WITH A

CONFLICT EXCUSE THEMSELVES.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2017) JSA 7E1272E7 112.02070 1.000 3438JC D310 PAGE 53 Schedule O (Form 990 or 990-EZ) 2017 Page 2 Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

FORM 990, PART VI, SECTION B, LINE 15A & 15B

THE SALARY FOR THE INTERIM FOUNDATION CEO WAS SET IN DECEMBER 2017 FOR

THE PERIOD OF EMPLOYMENT BEGINNING JANUARY 3, 2018, WHEN INDIANA STATE

UNIVERSITY CONTRACTED WITH THE DIRECTORY TO FILL THE INTERIM CEO

POSITION. COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY THE CEO AND

APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. COMPARABILITY DATA AND

OTHER INFORMATION IS USED TO DETERMINE PROPER COMPENSATION FOR KEY

EMPLOYEES.

FORM 990, PART VI, SECTION C, LINE 19

GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: BYLAWS ARE AVAILABLE

ONLINE AT WWW.INDSTATEFOUNDATION.ORG. CONFLICT OF INTEREST AND

FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.

FORM 990, PART XI, LINE 9

CHANGE IN NET ASSETS:

CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 38,926

FORM 990, PART V, LINES 2A & 2B

EMPLOYEES REPORTED ON W-3, TRANSMITTAL OF WAGE & TAX STATEMENTS:

WAGES AND PAYROLL AMOUNTS ARE SHOWN ON THE RETURN. THESE AMOUNTS ARE

PAID THROUGH CONTRACTED PAYROLL, NOT THROUGH THE FOUNDATION'S OWN

PAYROLL. THUS, NO FORMS W-2 OR PAYROLL RETURNS ARE FILED BY THE

FOUNDATION. THE NUMBER ON PART V LINE 2A REPRESENTS THE ESTIMATED NUMBER

OF FORMS W-2 THAT WOULD HAVE BEEN FILED IF THE FOUNDATION HAD FILED

THEIR

OWN FORMS. THIS NUMBER INCLUDES BOTH STAFF AND STUDENT EMPLOYEES.

JSA Schedule O (Form 990 or 990-EZ) 2017 7E1228 1.000 3438JC D310 PAGE 54 Schedule O (Form 990 or 990-EZ) 2017 Page 2 Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 ATTACHMENT 1 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

THE INDIANA STATE UNIVERSITY FOUNDATION INSPIRES OTHERS TO BECOME

INVOLVED IN THE LIFE OF INDIANA STATE UNIVERSITY AND SECURES THE

RESOURCES TO ENSURE THE UNIVERSITY'S GROWTH AND SUCCESS. THE

FOUNDATION HAS BEEN DESIGNATED AS THE RECEIVER AND REPOSITORY OF

GIFTS TO INDIANA STATE UNIVERSITY. SINCE ITS ESTABLISHMENT IN 1928,

THE FUNCTION OF THE FOUNDATION IS TO PROMOTE THE WELFARE OF ISU. IT

SERVES AS THE FUNDRAISING ARM OF THE UNIVERSITY, MANAGES THE

UNIVERSITY'S ENDOWMENT, ENGAGES IN RESOURCE DEVELOPMENT INITIATIVES

AND OVERSEES THE CONSTITUENT DEVELOPMENT PROGRAMS TO BENEFIT THE

INSTITUTION.

ATTACHMENT 2 FORM 990, PART VI, LINE 17 - STATES

AK,AR,CA,CT,

FL,IN,LA,ME,MD,MA,MI,

MN,MS,NH,NJ,NY,NC,OR,

SC,UT,VA,WA,WI,

ATTACHMENT 3

990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS

NAME AND ADDRESS DESCRIPTION OF SERVICES COMPENSATION

22 N. 5TH STREET, LLC RENT EXPENSE 418,811. 121 W WACKER DRIVE, STE 400 CHICAGO, IL 60601

JSA Schedule O (Form 990 or 990-EZ) 2017 7E1228 1.000 3438JC D310 PAGE 55 Schedule O (Form 990 or 990-EZ) 2017 Page 2 Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 ATTACHMENT 4 FORM 990, PART VIII - EXCLUDED CONTRIBUTIONS

DESCRIPTION AMOUNT

289,622.

TOTAL 289,622.

JSA Schedule O (Form 990 or 990-EZ) 2017 7E1228 1.000 3438JC D310 PAGE 56 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 SCHEDULE R Related Organizations and Unrelated Partnerships OMB No. 1545-0047 (Form 990) I À¾µ» Complete if the organization answIered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

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

(a) (b) (c) (d) (e) (f) Name, address, and EIN (if applicable) of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling or foreign country) entity (1)

(2)

(3)

(4)

(5)

(6)

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

(a) (b) (c) (d) (e) (f) (g) Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling Section 512(b)(13) controlled or foreign country) (if section 501(c)(3)) entity entity? Yes No SYCAMORE FOUNDATION HOLDINGS (1) 26-3673809 30 N 5TH ST TERRE HAUTE, IN 47809 SUPPORT IN 501(C)(3) 12A TYPE I ISU FOUNDATI X INDIANA STATE UNIVERSITY (2) 35-6001670 200 N 7TH ST TERRE HAUTE, IN 47809 EDUCATION IN 501(C)(3) 2 N/A X (3)

(4)

(5)

(6)

(7)

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2017

JSA

7E1307 1.000 3438JC D310 PAGE 57 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

Schedule R (Form 990) 2017 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) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) Name, address, and EIN of Primary activity Legal Direct controlling Predominant Share of total Share of end-of- Disproportionate Code V - UBI General or Percentage income (related, related organization domicile entity income year assets allocations? amount in box 20 managing ownership unrelated, (state or excluded from of Schedule K-1 partner? foreign tax under (Form 1065) country) sections 512 - 514) Yes No Yes No (1)

(2)

(3)

(4)

(5)

(6)

(7)

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) (b) (c) (d) (e) (f) (g) (h) (i) Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity Share of total Share of Percentage Section (state or foreign entity (C corp, S corp, or trust) income end-of-year assets ownership 512(b)(13) controlled country) entity? Yes No (1) CHARITABLE REMAINDER TRUSTS (9) TRUST IN N/A TRUST (2)

(3)

(4)

(5)

(6)

(7)

JSA Schedule R (Form 990) 2017 7E1308 1.000

3438JC D310 PAGE 58 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule R (Form 990) 2017 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 No 1 During the tax year, did the organization engage in any of the following transactionsm wm imthm omnem om r mmm omrem rmelmatmedm om rgm amnimzamtiom nms mlismtemd minm Pmarmtsm IIm-IVm ?m m m m m m m m m m m a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent mfrom mm ma mcom nmtrom llmedm em nmtitmym m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1a X b Gift, grant, or capital contribution to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b X c Gift, grant, or capital contribution from related organizationm (sm ) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c X d Loans or loan guarantees to or for related organizatiomn(m s)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1d X e Loans or loan guarantees by related organization(s) 1e X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m f Dividends from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1f X g Sale of assets to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1g X h Purchase of assets from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1h X i Exchange of assets with related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1i X 1j X j Lease of facilities, equipment, or other assets to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m k Lease of facilities, equipment, or other assets from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1k X l Performance of services or membership or fundraising solicitations for related organization(s)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1l X m Performance of services or membership or fundraising solicitations by related organizationm (sm )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1m X n Sharing of facilities, equipment, mailing lists, or other am smsem tsm wm imthm rem lam tem dm omrgmanm izmatmiomn(ms)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1n X 1o X o Sharing of paid employees with related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m p Reimbursement paid to related organization(s) for expenses m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1p X 1q X q Reimbursement paid by related organization(s) for expensesm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m r Other transfer of cash or property to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1r X s Other transfer of cash or property from related organization(s) 1s X 2 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) (b) (c) (d) Name of related organization Transaction Amount involved Method of determining type (a-s) amount involved

(1)

(2)

(3)

(4)

(5)

(6)

JSA Schedule R (Form 990) 2017 7E1309 2.000 3438JC D310 PAGE 59 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Schedule R (Form 990) 2017 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) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) Name, address, and EIN of entity Primary activity Legal domicile Predominant Are all partners Share of Share of Disproportionate Code V - UBI General or Percentage (state or foreign income (related, section total income end-of-year allocations? amount in box 20 managing ownership country) unrelated, excluded 501(c)(3) assets of Schedule K-1 partner? from tax under organizations? (Form 1065) sections 512-514) Yes No Yes No Yes No (1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

JSA Schedule R (Form 990) 2017

7E1310 1.000 3438JC D310 PAGE 60 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550

Schedule R (Form 990) 2017 Page 5 Part VII Supplemental Information Provide additional information for responses to questions on Schedule R. See instructions.

Schedule R (Form 990) 2017

7E1510 1.000 3438JC D310 PAGE 61 Form 8868 Application for Automatic Extension of Time To File an Exempt Organization Return (Rev. January 2017) I OMB No. 1545-1709 Department of the Treasury I File a separate application for each return. Internal Revenue Service Information about Form 8868 and its instructions is at www.irs.gov/form8868.

Electronic filing (e-file). You can electronically file Form 8868 to request a 6-month automatic extension of time to file any of the forms listed below with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit www.irs.gov/efile, click on Charities & Non-Profits, and click on e-file for Charities and Non-Profits.

Automatic 6-Month Extension of Time. Only submit original (no copies needed). All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter filer's identifying number, see instructions Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or Type or print INDIANA STATE UNIVERSITY FOUNDATION, INC. 35-6045550 File by the Number, street, and room or suite no. If a P.O. box, see instructions. Social security number (SSN) due date for filing your 30 N. FIFTH STREET return. See City, town or post office, state, and ZIP code. For a foreign address, see instructions. instructions. TERRE HAUTE, IN 47809 m m m m m m m m m m m m Enter the Return Code for the return that this application is for (file a separate application for each return) 0 1

Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 COLLEEN P. O'BRIEN % The books are in the care of I 30 N. 5TH STREET TERRE HAUTE IN 47809 I I % Telephone No. 812 237-6154 Fax No. m m m m m m m m m m m m m m m I % If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter mthme mormgam nmization's four digit Group Exemption Number (GEN) m m m m m m m . If this is for the whole group, check this box I . If it is for part of the group, check this box I and attach a list with the names and EINs of all members the extension is for. 1 I request an automatic 6-month extension of time until 05/15 , 20 19 , to file the exempt organization return for the organization named above. The extension is for the organization’s return for:

I calendar year 20 or I X tax year beginning 07/01 , 20 17 , and ending 06/30 , 20 18 .

2 If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return Change in accounting period 3a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 3a $ 0. b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $ 0. c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c $ 0. Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 1-2017)

JSA 7F8054 1.000 3438JC D310 PAGE 1 Indiana State University Foundation, Inc. EIN: 35-6045550 Year End: 06/30/2018 990-T NOL Attachment

Form 990-T, Part II, Line 32 - Net Operating Loss:

Year End Generated Utilized Balance 6/30/2015 (10,938) - (10,938) 6/30/2016 (14,484) - (25,422) 6/30/2017 - (3,505) (21,917) 6/30/2018 (10,020) (11,897)

201 N. Illinois Street, Suite 700 | P.O. Box 44998 | Indianapolis, IN 46244-0998 | 317.383.4000

INDIANA STATE UNIVERSITY FOUNDATION, INC Instructions for Filing Form 990-T 990-T - Exempt Organization Business Income Tax Return For the year ended June 30, 2018

The original return should be signed (using full name and title) and dated on page 2 by an authorized officer of the organization.

File the signed return by May 15, 2019 with:

Department of the Treasury Internal Revenue Service Center Ogden, UT 84201-0027

There is no tax due with the filing of this return.

Under current IRS regulations, your return is subject to public inspection. Before filing, you should review all information in this return to determine that the disclosures are appropriate, accurate and complete. Please contact us if you believe any of the disclosures should be modified.

To document the timely filing of your tax return(s), we suggest that you obtain and retain proof of mailing. Proof of mailing can be accomplished by sending the tax return(s) by registered or certified mail (metered by the U.S. Postal Service) or through the use of an IRS approved delivery method provided by an IRS designated private delivery service.

No estimated tax payments for 2018 will be required, nor will you be subject to underpayment penalties because you have no 2017 tax liability. Exempt Organization Business Income Tax Return OMB No. 1545-0687 Form 990-T (and proxy tax under section 6033(e)) 07/01 06/30 1 8 For calendarI year 2017 or other tax year beginning , 2017, and ending , 20 . À¾µ» Department of the Treasury Go to www.irs.gov/Form990T for instructions and the latest information. I Open to Public Inspection for Internal Revenue Service Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3). 501(c)(3) Organizations Only A Check box if Name of organization ( Check box if name changed and see instructions.) D Employer identification number address changed (Employees' trust, see instructions.)

B Exempt under section INDIANA STATE UNIVERSITY FOUNDATION, INC X 501( C )( 3 ) Print Number, street, and room or suite no. If a P.O. box, see instructions. 35-6045550 or 408(e) 220(e) E Unrelated business activity codes Type (See instructions.) 408A 530(a) 30 N. FIFTH STREET 529(a) City or town, state or province, country, and ZIP or foreign postal code C Book value of all assets TERRE HAUTE, IN 47809 523000 at end of year I F Group exemption number I(See instructions.) 81,139,108. G Check organization type X 501I(c) corporation 501(c) trust 401(a) trust Other trust H Describe the organization's primary unrelated business activity. ALTERNATIVE INVESTMENTS m m m m m m m I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? I Yes X No If "Yes," enter the name and identifying number of the parent corporation. I J The books are in care of I NANCY DAFFER Telephone number I 812-237-6128 Part I Unrelated Trade or Business Income (A) Income (B) Expenses (C) Net 1a Gross receipts or sales I b Less returns and allowances m m m m m mcmBamlamncme m 1c 2 Cost of goods sold (Schedule A, line 7) m m m m m m m m m m 2 3 Gross profit. Subtract line 2 from line 1c m m m m m m m m 3 4a Capital gain net income (attach Schedule D) m m 4a b Net gain (loss) (Form 4797, Part II,m linm e m17m) (mattmacmh Fm ormmm 47m 97m ) m m 4b c Capital loss deduction for trusts 4c 5 Income (loss) from partnershipms am nmd Sm cmorpm omratmionms m(atmtacm h mstam tem em ntm) 5 11,761. ATCH 1 11,761. 6 Rent income (Schedule C) m m m m m m m 6 7 Unrelated debt-financed income (Schedule E) 7 8 Interest, annuities, royalties, and rents from controlled organizations (Schedule F) 8 9 Investment income of a section 501(c)(7), (9), or (17) organizamtiomn (mSchm edm ulem Gm ) 9 10 Exploited exempt activity income m(Sm chm emdumlem I)m m m m m m m m 10 11 Advertising income (Schedule J) m m m m m m 11 12 Other income (See instructions; attam cmh sm cmhemdum lem) m m m m m m 12 13 Total. Combine lines 3 through 12 13 11,761. 11,761. Part II Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with thm em um nmrem lam tem dm bm umsimnmesm sm inm cmomme.m) m m m m m m m 14 Compensation of offmicem rsm , dm irmecmtomrsm, amndm trmusm temesm (mScmhem dmulem Km ) m m m m m m m m m m m m m m m m m m m m m m m m m m 14 15 Salaries and wages m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 15 16 Repairs anm d mmmainm tem nmanmcem m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 16 17 Bad debts m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 17 18 Interest (attach schedm umle)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 18 19 Taxes and licenses m m m m m m m m m m m m m m m m m m m m m m m m m m 19 20 Charitable contributions (See insmtrum cmtiomnsm fom r mlimm itmatimonm rmulem s)m m m m m m m m m m m 20 21 Depreciation (attach Form 4562) m m m m m m m 21 22 Less deprem cmiatmiomn mclam imm emd monm Sm cmhemdum lem Am amndm emlsem wmhem rem omn mremtumrnm m m m m m m m m 2m2am m m m m m m m m m m m m m 22b 23 Depletion m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 23 24 Contributions to deferred co m pm enm smatimonm pmlamnsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 24 25 Employee benefit programs m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 25 26 Excess exempt expenses (Schedule I)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 26 27 Excess readership costs (Schedule J) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 27 28 Other deductions (attach schedule) m m m m m m m m m m m m m m m m m m ATTACHMENTm m m m m m m m m m m 2m m m m m m 28 1,741. 29 Total deductions. Add lines 14 through 28 29 1,741. 30 Unrelated business taxable income before net operating lomssm dm emdum ctmiomn.m Sm umbtmramct m limnem m29m mfrom mm mlinme m 1m3 m 30 10,020. 31 Net operating loss deduction (limited to the amount on line 30) m m m m m m m m m m m 31 10,020. 32 Unrelated business taxable income before specific deduction. Subtract line 31 fromm lminem 3m 0m m m m m m m m m m m m 32 33 Specific deduction (Generally $1,000, but see line 33 instructions for exceptions) 33 1,000. 34 Unrelated business taxable incommme.m Sm umbtmramct m limnem 3m 3m mfrom mm lminme m 3m2. m Ifm lminme m 3m3 m ism gm rem amterm mtham nm lminme m 32m ,m enter the smaller of zero or line 32 34 0. For Paperwork Reduction Act Notice, see instructions. Form 990-T (2017) 7X2740 23438JC.000 JSD310A PAGE 62 Form 990-T (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 2 Part III Tax Computation 35 Organizations Taxable as Corporations. See instructions for tax computation. Controlled group members (sections 1561 and 1563) check here I See instructions and: a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order): (1) $ (2) $ (3) $m m m m m m m b Enter organization's share of: (1) Additional 5% tamx (mnom t m morme mtham nm $m11m ,7m50m ) m m m m m m m $ (2) Additional 3% tax (not more than m$1m 0m0,m00m0)m m m m m m m m m m m m m m m m m m m m m m$m m m m m m m m m m m c Income tax on the amount on line 34 I 35c 36 Trusts Taxable at Trust Rates. See instructions for tax computatiom nm. m Imncm om em m mtamx m moIn the amount on line 34 from: m m m Tm amx mramte mscm hmedmulme om rm m m m m Sm cmhem dmulem Dm (m Fmorm m10m 41m )m m m m m m m m m m m mI 36 37 Proxy tax. See instructionsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 37 38 Alternative minimum tax m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 38 39 Tax on Non-Compliant Facility Income. See instructions m m m m m m m m m m m m m m m m m m m m m m m m 39 40 Total. Add lines 37, 38 and 39 to line 35c or 36, whichever applies 40 Part IV Tax and Payments m m m m m 41 a Foreign tax credit (corporationsm am ttmacmh mFom rm m11m 1m8; mtrum smts matmtacm hm Fmorm m11m 16m )m m m m m 41a b Other credits (see instructions) m m m m m m m m m m m m 41b c General business credit. Attach Form 3800 (see instructions) m m m m m m m m m m m m 41c d Credit for prior year minimum tax (attach Fmormmm 8m80m1 morm 88m 2m7)m m m m m m m m m m m m m 4m1dm m m m m m m m m m m m m e Total credits. Add lines 41a thmromugmh m41m dm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 41e 42 Subtract line 41e from line 40 m42 43 Other taxes. Check if from: Formmm 4m25m5 m m m Fm ormmm 8m61m1 m m m Fm ormmm 8m69m7 m m m Fm ormmm 8m86m6 m m m Omthmerm (amttamchm scm hem dum lem) m 43 44 Total tax. Add lines 42 and 43 m m m m m m m m m m m m m m m m m 44 0. 45 a Payments: A 2016 overpaymenm t mcrmedm item dm tom 2m01m 7m m m m m m m m m m m m m m m m m m 45a b 2017 estimated tax payments m m m m m m m m m m m m m m m m m m m m m m m m m m m 45b c Tax deposited with Form 8868 m m m m m m m 45c d Foreign organizations: Tax paid or withmhemldm atm smoumrcme m(sem em inmstmrucm timonms)m m m m m m m m 45d e Backup withholding (see instructions) m m m m m m 45e f Credit for small employer health insurance premiums (Attach Form 8941) 45f g Other credits and payments: Form 2439 I Form 4136 m mOtmhem r m m m m m m m m m m m m Tmotmalm m m 4m5gm m m m m m m m m m m m m 46 Total payments. Add lines 45a through 45g m m m m m m m m m m m m m m m m m m I 46 47 Estimated tax penalty (see instructions). Check if Form 2220 is attached m m m m m m m m m m m m m m m m mI 47 48 Tax due. If line 46 is less than the total of lines 44 and 47, enter amount owed m m m m m m m m m m m mI 48 49 Overpayment. If line 46 is larger than the total of lines 44 and 47I, enter amount overpaid I 49 50 Enter the amount of line 49 you want: Credited to 2018 estimated tax Refunded 50 Part V Statements Regarding Certain Activities and Other Information (see instructions) 51 At any time during the 2017 calendar year, did the organization have an interest in or a signature or other authority Yes No over a financial account (bank, securities, or other) in a foreign country? If YES, the organization may have to file FinCEIN Form 114, Report of Foreign Bank and Financial Accounts. If YES, enter the name of the foreign country here m m m m m X 52 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? X If YES, see instructions for other forms the organization may have to file. 53 Enter the amount of tax-exempt interest received or accrued during the tax year I $ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Sign M M May the IRS discuss this return Here ANDREA L. ANGEL 05/15/2019 VP OF ADVANCEMENT with the preparer shown below Signature of officer Date Title (see instructions)? X Yes No Print/Type preparer's name Preparer's signature Date PTIN Paid Check if NICOLE B FISHBACK 05/15/2019 self-employed P01279475 Preparer I I Firm's name BKD, LLP 44-0160260 Use Only I Firm's EIN Firm's address 201 N. ILLINOIS STREET, INDIANAPOLIS, IN 46204 Phone no. 317.383.4000 Form 990-T (2017)

JSA

7X2741 2.000 3438JC D310 PAGE 63 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Form 990-T (2017) I Page 3 Schedule A - Cost of Goodms Sold. Enter method of inventory valuation m m m m m m m m m 1 Inventory at mbem gimnnm inm g mofm yem amr m 1 6 Inventory at end of year 6 2 Purchases m m m m m m m m m 2 7 Cost of goods sold. Subtract line 3 Cost of labor 3 6 from linme m 5m. m Emntmerm mhemrem manm dm minm 4 a Additional section m26m 3Am mcomstms m Part I, line 2 7 (attach schedule) m4a 8 Do the rules of section 263A (with respect to Yes No b Other costs (attach schedule) m4b property produced m morm m amcqm umiremd m mfomr m rmesmalme) m mapm pmlym 5 Total. Add lines 1 through 4b 5 to the organization? X Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions)

1. Description of property

(1) (2) (3) (4) 2. Rent received or accrued

(a) From personal property (if the percentage of rent (b) From real and personal property (if the 3(a) Deductions directly connected with the income for personal property is more than 10% but not percentage of rent for personal property exceeds in columns 2(a) and 2(b) (attach schedule) more than 50%) 50% or if the rent is based on profit or income)

(1) (2) (3) (4) Total Total (b) Total deductions. (c) Total income. Add totals of columns 2(a) am ndm 2m (bm ).m Enter Enter here and on page 1, here and on page 1, Part I, line 6, column (A) I Part I, line 6, column (B) I Schedule E - Unrelated Debt-Financed Income (see instructions) 3. Deductions directly connected with or allocable to 2. Gross income from or debt-financed property 1. Description of debt-financed property allocable to debt-financed property (a) Straight line depreciation (b) Other deductions (attach schedule) (attach schedule) (1) (2) (3) (4) 4. Amount of average 5. Average adjusted basis 6. Column 8. Allocable deductions acquisition debt on or of or allocable to 7. Gross income reportable 4 divided (column 6 x total of columns allocable to debt-financed debt-financed property (column 2 x column 6) property (attach schedule) (attach schedule) by column 5 3(a) and 3(b)) (1) % (2) % (3) % (4) % Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Part I, line 7, column (A). Part I, line 7, column (B). Totals m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Total dividends-received deductions included in column 8 Form 990-T (2017)

JSA

7X2742 3.000 3438JC D310 PAGE 64 Form 990-T (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 4 Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see instructions) Exempt Controlled Organizations 1. Name of controlled 2. Employer 5. Part of column 4 that is 6. Deductions directly organization identification number 3. Net unrelated income 4. Total of specified included in the controlling connected with income (loss) (see instructions) payments made organization's gross income in column 5

(1) (2) (3) (4) Nonexempt Controlled Organizations 8. Net unrelated income 9. Total of specified 10. Part of column 9 that is 11. Deductions directly 7. Taxable Income included in the controlling connected with income in (loss) (see instructions) payments made organization's gross income column 10 (1) (2) (3) (4) Add columns 5 and 10. Add columns 6 and 11. Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Part I, line 8, column (A). Part I, line 8, column (B). Totals Schedule G - Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions) 3. Deductions 4. Set-asides 5. Total deductions 1. Description of income 2. Amount of income directly connected (attach schedule) and set-asides (col. 3 (attach schedule) plus col. 4) (1) (2) (3) (4) Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m Part I, line 9, column (A). Part I, line 9, column (B). Totals I Schedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions)

3. Expenses 4. Net income (loss) 7. Excess exempt 2. Gross from unrelated trade directly 5. Gross income 6. Expenses expenses unrelated connected with or business (column from activity that (column 6 minus 1. Description of exploited activity business income 2 minus column 3). attributable to production of is not unrelated column 5 column 5, but not from trade or unrelated If a gain, compute business income more than business business income cols. 5 through 7. column 4).

(1) (2) (3) (4) Enter here and on Enter here and on Enter here and page 1, Part I, page 1, Part I, on page 1, m m m m m m m m m m m m line 10, col. (A). line 10, col. (B). Part II, line 26. Totals I Schedule J - Advertising Income (see instructions) Part I Income From Periodicals Reported on a Consolidated Basis

4. Advertising 7. Excess readership 2. Gross gain or (loss) (col. costs (column 6 3. Direct 5. Circulation 6. Readership 1. Name of periodical advertising advertising costs 2 minus col. 3). If income costs minus column 5, but income a gain, compute not more than cols. 5 through 7. column 4).

(1) (2) (3) (4) m m I Totals (carry to Part II, line (5)) Form 990-T (2017)

JSA

7X2743 3.000 3438JC D310 PAGE 65 Form 990-T (2017) INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 Page 5 Part II Income From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns 2 through 7 on a line-by-line basis.) 4. Advertising 7. Excess readership 2. Gross gain or (loss) (col. costs (column 6 3. Direct 5. Circulation 6. Readership 1. Name of periodical advertising 2 minus col. 3). If minus column 5, but advertising costs income costs income a gain, compute not more than cols. 5 through 7. column 4). (1) (2) (3) (4) m m m m m m m Totals from Part I I

Enter here and on Enter here and on Enter here and page 1, Part I, page 1, Part I, on page 1, m m m m line 11, col (A). line 11, col (B). Part II, line 27. Totals, Part II (lines 1-5) I Schedule K - Compensation of Officers, Directors, and Trustees (see instructions) 3. Percent of 4. Compensation attributable to 1. Name 2. Title time devoted to business unrelated business (1) % (2) ATTACHMENT 3 % (3) % (4) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m % Total. Enter here and on page 1, Part II, line 14 I Form 990-T (2017)

JSA

7X2744 2.000 3438JC D310 PAGE 66 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 ATTACHMENT 1

FORM 990T - LINE 5 -INCOME (LOSS) FROM PARTNERSHIPS FEG PRIVATE OPPORTUNITIES FUND LP 12,348. KAYNE ANDERSON MEZZANINE PARTNERS (QP) LP -587. INCOME (LOSS) FROM PARTNERSHIPS 11,761.

ATTACHMENT 1 3438JC D310 PAGE 67 INDIANA STATE UNIVERSITY FOUNDATION, INC 35-6045550 ATTACHMENT 2

FORM 990T - PART II - LINE 28 - TOTAL OTHER DEDUCTIONS DOMESTIC PRODUCTION ACTIVITIES DEDUCTION UNDER SECTION 199 TAX PREP FEES 1,013. INVESTMENT FEES 728.

PART II - LINE 28 - OTHER DEDUCTIONS 1,741.

ATTACHMENT 2 3438JC D310 PAGE 68 Form 8868 Application for Automatic Extension of Time To File an Exempt Organization Return (Rev. January 2017) I OMB No. 1545-1709 Department of the Treasury I File a separate application for each return. Internal Revenue Service Information about Form 8868 and its instructions is at www.irs.gov/form8868.

Electronic filing (e-file). You can electronically file Form 8868 to request a 6-month automatic extension of time to file any of the forms listed below with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, for which an extension request must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit www.irs.gov/efile, click on Charities & Non-Profits, and click on e-file for Charities and Non-Profits.

Automatic 6-Month Extension of Time. Only submit original (no copies needed). All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter filer's identifying number, see instructions Name of exempt organization or other filer, see instructions. Employer identification number (EIN) or Type or print INDIANA STATE UNIVERSITY FOUNDATION, INC. 35-6045550 File by the Number, street, and room or suite no. If a P.O. box, see instructions. Social security number (SSN) due date for filing your 30 N. FIFTH STREET return. See City, town or post office, state, and ZIP code. For a foreign address, see instructions. instructions. TERRE HAUTE, IN 47809 m m m m m m m m m m m m Enter the Return Code for the return that this application is for (file a separate application for each return) 0 7

Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 COLLEEN P. O'BRIEN % The books are in the care of I 30 N. 5TH STREET TERRE HAUTE IN 47809 I I % Telephone No. 812 237-6154 Fax No. m m m m m m m m m m m m m m m I % If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter mthme mormgam nmization's four digit Group Exemption Number (GEN) m m m m m m m . If this is for the whole group, check this box I . If it is for part of the group, check this box I and attach a list with the names and EINs of all members the extension is for. 1 I request an automatic 6-month extension of time until 05/15 , 20 19 , to file the exempt organization return for the organization named above. The extension is for the organization’s return for:

I calendar year 20 or I X tax year beginning 07/01 , 20 17 , and ending 06/30 , 20 18 .

2 If the tax year entered in line 1 is for less than 12 months, check reason: Initial return Final return Change in accounting period 3a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 3a $ 0. b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b $ 0. c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 3c $ 0. Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev. 1-2017)

JSA 7F8054 1.000 3438JC D310 PAGE 2

201 N. Illinois Street, Suite 700 | P.O. Box 44998 | Indianapolis, IN 46244-0998 | 317.383.4000

INDIANA STATE UNIVERSITY FOUNDATION, INC Instructions for Filing Form NP-20 Indiana Nonprofit Organizations's Annual Report For the year ended June 30, 2018

The original return should be signed (use full name) and dated on page 1 by an authorized officer of the organization.

File the signed return by May 15, 2019 with:

Indiana Department of Revenue, Tax Administration P.O. Box 6481 Indianapolis, IN 46206-6481

There is no tax due with the filing of this return.

To document the timely filing of your tax return(s), we suggest that you obtain and retain proof of mailing. Proof of mailing can be accomplished by sending the tax return(s) by registered or certified mail (metered by the U.S. Postal Service) or through the use of an IRS approved delivery method provided by an IRS designated private delivery service. Indiana Depart ment of Revenue Check if: Change of Address NP-20 Indiana Nonprofit Organization's Annual Report Amended Report State For m 51062 For the Calendar Year or Fiscal Year Final Report: Indicate (R8 / 8-17) Beginning 07/01/2017 and Ending 06/30/2018 Date Closed MM/ DD/YYYY MM/DD/YYYY

Due on the 15th day of the 5th month following the end of the tax year. N O FEE REQUIRED.

Name of Organizatio n Telephone Nu mber INDIANA STATE UNIVERSITY FOUNDATION, INC 812 -237 -6100

Address Enter 2- D igit Cou nt y Code Indiana Tax payer Ident ification Nu mber 30 N. FIFTH STREET 84

Ci ty State Zi p Cod e Federal Ident if ication Number TERRE HAUTE IN 47809 35-6045550 Printed Name o f Perso n to Con t act Contact's Telep hone Num ber ANDREA L. ANGEL 8125148400

If you are filing a federal retur n, attach a completed copy of Form 990, 990EZ, or 990PF.

Note: If your organization has unrelated bus iness income of more than $1,000 as defined under Section 513 of the Internal Revenue Code, you must also file Form I T -20N P.

Current Information

1. Have any changes not pr evious ly reported to the Department been made in your gover ning instruments, (e.g.) ar ticles of incorporation, by laws, or other instr uments of similar impor tance? If yes, attach a detailed descr iption of changes. NO 2. Indicate number of years your organizat ion has been in continuous existence. 90 . 3. Attach a schedule, lis ting t he names, titles and addresses of your current officers. SEE ATTACHED FORM 990 4. Br iefly describe the pur pose or miss ion of your organization below. INSPIRES OTHERS TO BECOME INVOLVED IN THE LIFE OF INDIANA STATE UNIVERSITY AND SECURES THE RESOURCES TO ENSURE THE UNIVERSITY'S GROWTH AND SUCCESS.

Email Address :

I declar e under the penalties of perj ury that I have exam ined this r eturn, including all attachm ents, and to the best of m y knowledge and belief, it is t rue, com plete, and corr ect. VP OF ADVANCEMENT AND INT 05/15/2019 Signature of Officer or Trus tee Title Date ANDREA L. ANGEL 8125148400 Name of Person(s ) to Contact Daytime Telephone Number

Im port ant : Please submit this completed for m and/or extension to: Indiana Department of Revenue, Tax Administration P.O. Box 6481 Indianapolis, IN 46206-6481 Telephone: (317) 232-0129 Extensions of T ime to File The Department recognizes the Internal Revenue Ser vice application for automatic extension of time to file, For m 8868. Please forward a copy of your federal extension, identified with your Nonprofit T axpayer Identification Number ( T I D ), to the Indiana Depart ment of Revenue, T ax Administration by the original due date to prevent cancellation of your sales tax exem ption. Always indicate your IndianaTaxpayer Identification number on your request for an extension of time to file.

Reports pos t mark ed within thirty (30) days after the federal extension due date, as requested on Federal For m 8868, w ill be cons idered as timely filed. A copy of the federal extension must also be attached to the Indiana report. In the event that a federal extension is not needed, a taxpayer may request in wr iting an Indiana extension of time to file from the: Indiana Department of Revenue, Tax Administration, P.O. Box 6481, Indianapolis, IN 46206-6481, (317) 232 0129.

If Form NP-20 or extension is not timely filed, the taxpayer will be notified by the Department pursuant to I.C. 6-2.5-5-21(d), to file For m NP-20. If within sixty (60) days after r eceiving such notice the taxpayer does not file Form NP-20, the taxpayer 's exemption from sales tax will be canceled.

*25417111062* 25417111062

7J1711 3.000 3438JC D310 PAGE 71

201 N. Illinois Street, Suite 700 | P.O. Box 44998 | Indianapolis, IN 46244-0998 | 317.383.4000

INDIANA STATE UNIVERSITY FOUNDATION, INC Instructions for Filing Form IT-20NP IN Nonprofit Organization Unrelated Business Income Tax Return For the year ended June 30, 2018

The original return should be signed (use full name) and dated on page 2 by an authorized officer of the organization.

File the signed return by May 15, 2019 with:

Indiana Department of Revenue P.O. Box 7228 Indianapolis, IN 46207-7228

There is no tax due with the filing of this return.

To document the timely filing of your tax return(s), we suggest that you obtain and retain proof of mailing. Proof of mailing can be accomplished by sending the tax return(s) by registered or certified mail (metered by the U.S. Postal Service) or through the use of an IRS approved delivery method provided by an IRS designated private delivery service. Form IT-20NP Indiana Department of Revenue State Form 148 Indiana Nonprofit Organization Unrelated Business Income Tax Return (R16 / 8-17) Calendar Year Ending December 31, 2017 or Fiscal Year Beginning 07 01 2017 and Ending 06 30 2018 Check box if amended. Check box if name changed. Name of Organization Federal Identification Number (FID) INDIANA STATE UNIVERSITY FOUNDATION, INC 356045550 Number and Street Enter 2-Digit County Code Principal Business Activity Code 30 N. FIFTH STREET 84 532000 City State ZIP Code Telephone Number TERRE HAUTE IN 47809 812 237 6100

K Check all boxes that apply: Initial Return Final Return In Bankruptcy Schedule M L Do you have on file a valid extension of time to file your return (federal Form 7004 or an electronic extension of time)? X Yes No

Adjusted Gross Income Tax Calculation on Unrelated Business Income 1. Unrelated business taxable income (before NOL deduction and specific deduction) from federal return Form 990T (enclose Form 990T); use minus sign for negative amounts 1 10,020.00 2. Specific deduction (generally $1,000; see instructions) 2 .00 3. Interest on U.S. government obligations on the federal return less related expenses 3 .00 4. Deduction for qualified patents income 4 .00 5. Enter total from lines 2 through 4 5 .00 6. Subtotal for unrelated business income (subtract line 5 from line 1) 6 10,020.00 7. Indiana modifications (see instructions; use a minus sign to denote negative amounts) 7 .00 8. Unrelated business income, as adjusted (add lines 6 and 7). (If not apportioning, enter same amount on line 10.) 8 10,020.00 9. Enter Indiana apportionment percentage, if applicable, from line 9 of IT-20 Schedule E apportionment (enclose schedule) 9 %.00 10. Unrelated business apportioned to Indiana (multiply line 8 by line 9; otherwise, enter line 8 amount) 10 10,020.00 11. Enter Indiana NOL deduction without specific deduction (enclose Schedule IT-20NOL; see instructions) 11 10,020.00 12. Taxable Indiana unrelated business income (subtract line 11 from line 10) 12 .00 13. Taxable income from other forms (Form 1120-POL) 13 .00 14. Subtotal (add lines 12 and 13) 14 .00 15. Indiana tax on unrelated business income (multiply line 14 by tax rate; see instructions for line 15) 15 .00 16. Sales/use tax on purchases subject to use tax from Sales/Use Tax Worksheet 16 .00 17. Total tax due (add lines 15 and 16) 17 .00 Credit for Estimated Tax and Other Payments 18. Quarterly estimated tax paid: Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4 Enter total 18 .00 19. Amount paid with extension 19 .00 20. Amount of overpayment credit (from tax year ending ) 20 .00 21. EDGE credit. Enter the total EDGE credit amount claimed (line 19 on Schedule IN-EDGE) 21 .00 22. EDGE-R credit. Enter the total EDGE-R credit amount claimed (line 19 on Schedule IN-EDGE-R) 22 .00 23. Enter the amount of other credit Code No. 23 .00 24. Certified credits. Enter the total of certified credits claimed from Schedule IN-OCC and enclose this schedule with your return 24 .00 25. Total credits (add lines 18-24) 25 .00 26. Balance of tax due (line 17 minus line 25) 26 .00 27. Penalty for the underpayment of income tax. Attach Schedule IT-2220 27 .00 Check box if using annualization method 28. Interest: If payment is made after the original due date, compute interest 28 .00 29. Penalty: If paid late, enter 10% of line 26; see instructions. If line 17 is zero, enter $10 per day filed past due date 29 .00 30. Total payment due (add lines 26-29). (Payment must be made in U.S. funds) PAY THIS AMOUNT 30 .00 31. Total overpayment (line 25 minus lines 17 and 27-29) 31 .00 32. Amount of line 31 to be refunded 32 .00 33. Amount of line 31 to be applied to the following year's estimated tax account 33 .00

*24100000000* (1062) 24100000000 7J1713 1.000 3438JC D310 PAGE 72 Additional Explanation or Adjustment Line (a) Explanation (b) Amount (c)

Certification of Signatures and Authorization Section Under penalties of perjury, I declare I have examined this return, including all accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, and complete.

I authorize the department to discuss my return with my personal representative (see instructions). X Yes No

Paid Preparer's Email Address:

NICOLE B. FISHBACK BKD, LLP Personal Representative's Name (Print or Type) Paid Preparer: Firm's Name (or yours if self-employed)

P01279475 Personal Representative's Email Address PTIN

317 383 4000 Signature of Corporate Officer Date Telephone Number

ANDREA L. ANGEL VP OF ADVANC 201 N. ILLINOIS STREET Print or Type Name of Corporate Officer Title Address

05 15 2019 INDIANAPOLIS Signature of Paid Preparer Date City

IN 46204 Print or Type Name of Paid Preparer State Zip Code + 4

Please mail your forms to: Indiana Department of Revenue P.O. Box 7228 Indianapolis, IN 46207-7228

*24100000000* (1062) 24100000000 7J1714 1.000 3438JC D310 PAGE 73 Schedule Indiana Department of Revenue IT-20NOL State Form 439 Corporate Income Tax (R14 / 8-17) Indiana Net Operating Loss Deduction

Use a minus sign to denote negative amounts. Page attachment sequence #9 Name of Corporation or Organization Federal Identification Number INDIANA STATE UNIVERSITY FOUNDATION, INC 35 6045550 PART 1 - Computation of Indiana Net Operating Loss (NOL) Loss Year Ending: 06 30 2015 Complete Schedule IT-20NOL for each loss year. Taxable Income or Loss Round all entries 1. Enter federal taxable income or loss, including special deductions but excluding any federal net operating loss deduction (Form IT-20, line 3; IT-20NP, line 1) 1 -10770 .00

IRC Section 172(d) Modification for Loss Year 2. Enter an amount, to the extent required under IRC Section 172, which reflects all other federal adjustments for an NOL pursuant to IRC Section 172(d) (See federal Form 1139; attach computation) 2 .00

Adjusted Gross Income Modification for Loss Year 3. Add back: All state income taxes based on or measured by income (includes property taxes before 1999) 3 .00 4. Add back: All charitable contributions (IRC Section 170) 4 .00

5. Add back: Domestic production activities deduction (IRC Section 199) and IT-20 Schedule PIC Part 3(b) amount 5 .00 6. Add back: Deduction for dividends paid to shareholders of a captive real estate investment trust 6 .00 7. Add or subtract: Net bonus depreciation allowance plus excess IRC Section 179 deduction 7 .00 8. Deduct: Interest on U.S. government obligations, less related expenses 8 .00

9. Deduct: Foreign gross up (IRC Section 78) as determined on federal Form 1118 9 .00 10. Deduct: All source nonbusiness income or loss and nonunitary partnership distributions (from IT-20 Schedule F, line 10C) 10 .00 11. Deduct: Qualified patents income 11 .00 12. Add or subtract: Income from the deferral of business indebtedness discharge and reacquisition 12 .00

13. Add or subtract: Subtotal of all other add-backs. See instructions 13 .00 14. Total modified income (add/subtract lines 1 through 13) 14 -10770 .00

Indiana Business Income or Loss 15. Enter Indiana apportionment percentage of loss year (Form IT-20, line 16d; IT-20NP, line 9) 15 % (if apportionment of income is not applicable, enter the total amount from line 14 on line 16)

16. Indiana apportioned business income or loss (multiply line 14 by percent on line 15) 16 -10770 .00

Previously Allocated and Apportioned Income or Loss Attributed to Indiana 17. Add Indiana nonbusiness income or loss and Indiana nonunitary partnership income or loss (from IT-20 Schedule F, line 11D) 17 .00 18. Indiana modified adjusted gross income or net operating loss (add lines 16 and 17) 18 -10770 .00 If line 18 is a negative figure, this is the NOL available to carry forward against modified Indiana adjusted gross income. To claim this deduction, you must apply the same carryover treatment as used for federal income tax purposes. Continue by entering line 18 loss figure in Part 2, column (3) for the taxable period to which the NOL deduction is initially applied.

Continued on next page I

*24100000000* (1062) 24100000000 7D1724 1.000 IT-20NOL Page 2

PART 2 - Computation of Indiana Net Operating Loss Deduction and Carryover Make required entries, as specified to compute the amount of Indiana modified adjusted gross income used. Add all entries across columns 2 & 3 for each tax year; enter result in column 4. If result is a loss, also enter loss in column 4 for the next carryover year.

Carryover: Update this schedule for each tax year. Claim the remaining NOL from column 3 as a positive deduction on your return.

Note: A taxpayer is not entitled to carry back any net operating losses. (IC 6-3-2-2.6)

(1) (2) (3) (4) List Tax Indiana Adjusted Indiana Net Operating Indiana Adjusted Gross Period Ending Gross Income Loss Deduction for Income or Remaining Unused (if zero or less, enter -0-) the Taxable Year Net Operating Loss Carried to the following: 1st year 06/30/2016 - 10770. -10770.

2nd year 06/30/2017 3505. - 3505. 3rd year 06/30/2018 7265. - 7265.

4th year - 5th year -

6th year - 7th year -

8th year - 9th year -

10th year - 11th year -

12th year - 13th year -

14th year - 15th year -

16th year - 17th year -

18th year - 19th year -

20th year -

(1062) *24100000000* 7D1733 1.000 24100000000 Schedule Indiana Department of Revenue IT-20NOL State Form 439 Corporate Income Tax (R14 / 8-17) Indiana Net Operating Loss Deduction

Use a minus sign to denote negative amounts. Page attachment sequence #9 Name of Corporation or Organization Federal Identification Number INDIANA STATE UNIVERSITY FOUNDATION, INC 35 6045550 PART 1 - Computation of Indiana Net Operating Loss (NOL) Loss Year Ending: 06 30 2016 Complete Schedule IT-20NOL for each loss year. Taxable Income or Loss Round all entries 1. Enter federal taxable income or loss, including special deductions but excluding any federal net operating loss deduction (Form IT-20, line 3; IT-20NP, line 1) 1 -14484 .00

IRC Section 172(d) Modification for Loss Year 2. Enter an amount, to the extent required under IRC Section 172, which reflects all other federal adjustments for an NOL pursuant to IRC Section 172(d) (See federal Form 1139; attach computation) 2 .00

Adjusted Gross Income Modification for Loss Year 3. Add back: All state income taxes based on or measured by income (includes property taxes before 1999) 3 .00 4. Add back: All charitable contributions (IRC Section 170) 4 .00

5. Add back: Domestic production activities deduction (IRC Section 199) and IT-20 Schedule PIC Part 3(b) amount 5 .00 6. Add back: Deduction for dividends paid to shareholders of a captive real estate investment trust 6 .00 7. Add or subtract: Net bonus depreciation allowance plus excess IRC Section 179 deduction 7 .00 8. Deduct: Interest on U.S. government obligations, less related expenses 8 .00

9. Deduct: Foreign gross up (IRC Section 78) as determined on federal Form 1118 9 .00 10. Deduct: All source nonbusiness income or loss and nonunitary partnership distributions (from IT-20 Schedule F, line 10C) 10 .00 11. Deduct: Qualified patents income 11 .00 12. Add or subtract: Income from the deferral of business indebtedness discharge and reacquisition 12 .00

13. Add or subtract: Subtotal of all other add-backs. See instructions 13 .00 14. Total modified income (add/subtract lines 1 through 13) 14 -14484 .00

Indiana Business Income or Loss 15. Enter Indiana apportionment percentage of loss year (Form IT-20, line 16d; IT-20NP, line 9) 15 % (if apportionment of income is not applicable, enter the total amount from line 14 on line 16)

16. Indiana apportioned business income or loss (multiply line 14 by percent on line 15) 16 -14484 .00

Previously Allocated and Apportioned Income or Loss Attributed to Indiana 17. Add Indiana nonbusiness income or loss and Indiana nonunitary partnership income or loss (from IT-20 Schedule F, line 11D) 17 .00 18. Indiana modified adjusted gross income or net operating loss (add lines 16 and 17) 18 -14484 .00 If line 18 is a negative figure, this is the NOL available to carry forward against modified Indiana adjusted gross income. To claim this deduction, you must apply the same carryover treatment as used for federal income tax purposes. Continue by entering line 18 loss figure in Part 2, column (3) for the taxable period to which the NOL deduction is initially applied.

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*24100000000* (1062) 24100000000 7D1724 1.000 IT-20NOL Page 2

PART 2 - Computation of Indiana Net Operating Loss Deduction and Carryover Make required entries, as specified to compute the amount of Indiana modified adjusted gross income used. Add all entries across columns 2 & 3 for each tax year; enter result in column 4. If result is a loss, also enter loss in column 4 for the next carryover year.

Carryover: Update this schedule for each tax year. Claim the remaining NOL from column 3 as a positive deduction on your return.

Note: A taxpayer is not entitled to carry back any net operating losses. (IC 6-3-2-2.6)

(1) (2) (3) (4) List Tax Indiana Adjusted Indiana Net Operating Indiana Adjusted Gross Period Ending Gross Income Loss Deduction for Income or Remaining Unused (if zero or less, enter -0-) the Taxable Year Net Operating Loss Carried to the following: 1st year 06/30/2017 -

2nd year 06/30/2018 2755. - 2755. 3rd year -

4th year - 5th year -

6th year - 7th year -

8th year - 9th year -

10th year - 11th year -

12th year - 13th year -

14th year - 15th year -

16th year - 17th year -

18th year - 19th year -

20th year -

(1062) *24100000000* 7D1733 1.000 24100000000