Skip to main content

Nonprofit · EIN 20-4352434

SUGAR BUSH FOUNDATION

Tax-exempt · ATHENS, OH 45701

Financials

$303K$419K2023$661K$407K2024
Revenue Expenses · by fiscal year end
Financials of SUGAR BUSH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$660,578$407,415$253,163$5,229,205$0$5,229,205
June 30, 2024990$303,418$419,108-$115,690$4,976,042$0$4,976,042
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$660,578
Net gain from sales of assets
$496,128
Other revenue
$0

Expenses

Grants and similar amounts paid
$286,945
Compensation of officers, directors and key employees
$57,389
Salaries, compensation and benefits (total)
$57,389
Professional fundraising fees
$0
Program services (functional)
$286,945
Management and general (functional)
$120,470

Balance sheet and other

Total assets, start of year
$4,976,042
Total assets, end of year
$5,229,205
Total liabilities, end of year
$0
Net assets, end of year
$5,229,205
Publicly traded securities
$4,853,684
Gross receipts
$2,111,605
Employees
0
Year formed
2005
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Martin TuckTreasurer
Trustee or director, Officer
–$0
Hylie M VossPresident
Trustee or director, Officer
–$0
Sam CrowlVice President
Trustee or director, Officer
–$0
Larson LovdalSecretary
Trustee or director, Officer
–$0
Elihu D FlournoyDirector
Trustee or director
–$0
David FunkDirector
Trustee or director
–$0
Jessi MarshDirector
Trustee or director
–$0
Carol KuhreDirector
Trustee or director
–$0
Mary ReedDirector
Trustee or director
–$0
Bruce VossDirector
Trustee or director
–$0
Jay WarmkeDirector
Trustee or director
–$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
Martin TuckTreasurer
Trustee or director, Officer
–$0
Hylie M VossPresident
Trustee or director, Officer
–$0
Robert FoehlTreasurer
Trustee or director, Officer
–$0
Sam CrowlVice President
Trustee or director, Officer
–$0
Larson LovdalSecretary
Trustee or director, Officer
–$0
Elihu D FlournoyDirector
Trustee or director
–$0
David FunkDirector
Trustee or director
–$0
Jessi MarshDirector
Trustee or director
–$0
Bruce VossDirector
Trustee or director
–$0
Jay WarmkeDirector
Trustee or director
–$0
Candi WithemDirector
Trustee or director
–$0
Carol KuhreDirector
Trustee or director
–$0
Mary ReedDirector
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 869, ATHENS, OH 45701-0869
In care of
% OHIO UNIV FDN ATTN KELLI KOTOWSKI
Signed the 990
SAMUEL CROWL, VICE PRESIDENT
Phone
(740) 593-1901
Return prepared by
TIAA KASPICK LLC

Mission

The Sugar Bush Foundation works with Ohio University and local communities to improve the quality of life in Appalachian Ohio by encouraging civic engagement and by fostering sustainable environmental, socioeconomic and human development.

990 for the year ended June 30, 2025

Program accomplishments

  • The Ohio University Foundation
    Expenses $286,945 · grants $286,945

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-4352434
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2007
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,229,205
Income (IRS master file)
$2,111,605

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$660,578$407,415$5,229,205IRS
990June 2024$303,418$419,108$4,976,042XML
990June 2023$216,648$428,241$5,091,732IRS
990June 2022–––IRS
990June 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4352434).

Questions about SUGAR BUSH FOUNDATION

What is the EIN of SUGAR BUSH FOUNDATION?
The employer identification number (EIN) of SUGAR BUSH FOUNDATION is 20-4352434.
Is SUGAR BUSH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to SUGAR BUSH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SUGAR BUSH FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SUGAR BUSH FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUGAR BUSH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of SUGAR BUSH FOUNDATION?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does SUGAR BUSH FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $660,578, expenses of $407,415 and total assets of $5,229,205 at year end.

Other nonprofits in ATHENS

All nonprofits in ATHENS · Ohio