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Nonprofiteer
← SUGAR BUSH FOUNDATION

Form 990 for tax year 2022

Filed by SUGAR BUSH FOUNDATION.

Totals

Total revenue
$216,648
Total expenses
$428,241
Contributions and grants received
$0
Grants paid
$307,341
Program service revenue
$0
Investment income
$216,648
Other revenue
$0
Total assets, end of year
$5,091,732
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,091,732
Program services expenses (Part IX)
$307,341
Management and general expenses
$120,900
Fundraising expenses
$0
Program service expenses (Part III)
$307,341

Program services were 71.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

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

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $128,393 · excluded $128,393

  • 7a · Gross sales of assets other than inventory

    securities $903,712

  • 7b · Less cost or other basis and sales expenses

    securities $815,457

  • 7c · Gain or loss

    securities $88,255

  • 7d · Net gain or loss

    total $88,255 · excluded $88,255

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $307,341 · program services $307,341

  • 5 · Compensation of officers, directors and key employees

    total $61,468 · management and general $61,468

  • 11f · Fees: investment management

    total $35,794 · management and general $35,794

  • 11g · Fees: other

    total $14,914 · management and general $14,914

  • 24e · All other expenses

    total $8,724 · management and general $8,724

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,757 · end of year $16,417

  • 11 · Investments: publicly traded securities

    beginning of year $5,282,568 · end of year $5,075,315

  • 29 · Capital stock, trust principal or current funds

    beginning of year $5,303,325 · end of year $5,091,732

Mission and programs · 2022

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.

  • The Ohio University Foundation

    Expenses $307,341 · Grants $307,341

As filed on the 2022 return.

Listed in Part VII

  • Sam Crowl

    Secretary

    Total calculated
    $0

  • Robert Foehl

    Treasurer

    Total calculated
    $0

  • Hylie M Voss

    President

    Total calculated
    $0

  • Carol Kuhre

    Vice President

    Total calculated
    $0

  • Mary Reed

    Director

    Total calculated
    $0

  • Elihu D Flournoy

    Director

    Total calculated
    $0

  • Bruce Voss

    Director

    Total calculated
    $0

  • Jay Warmke

    Director

    Total calculated
    $0

  • Candi Withem

    Director

    Total calculated
    $0

  • David Funk

    Director

    Total calculated
    $0

  • Jessi Marsh

    Director

    Total calculated
    $0

  • Martin Tuck

    Director

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333189349319203

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