R E Sullivan-Bessie Sullivan Char Tr

Private foundation · Grantmaker Rockford, IL EIN: 36-6727972

R E Sullivan-Bessie Sullivan Char Tr is a private foundation, based in Rockford, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 5 grants totaling $143K. Net investment income was $207K.

R E Sullivan-Bessie Sullivan Char Tr at a glance

In short: R E Sullivan-Bessie Sullivan Char Tr gave $143K across 5 grants in 2025 (avg $29K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$142,616
+41.1% vs 2024
Grants made (2025)
5
+0.0% vs 2024
Average grant
$28,523
+41.1% vs 2024
Median grant
$35,654
Total assets
$2,688,706
+1.8% vs 2024
Primary geography
Illinois (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who R E Sullivan-Bessie Sullivan Char Tr funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Salvation Army: $36KSalvation Army$36KBelvidere Family YMCA: $36KBelvidere Family YMCA$36KTrustees Of Ida Public Library: $36KTrustees Of Ida Public Library$36KBoone County Historical Society: $29KBoone County HistoricalSociety$29KCemetery Association Of Belvidere: $7KCemetery Association OfBelvidere$7K

The largest 2025 recipient was Salvation Army ($36K). Together the top 5 received $143K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

Belvidere

How R E Sullivan-Bessie Sullivan Char Tr gives

  • Giving held roughly steady from 2022 to 2025 (−3%). Method
  • In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2021 to 2025, annual grant giving ranged from $101K (2024) to $168K (2023). In 2025 it made 5 grants totaling $143K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Salvation Army Belvidere, ILProvide Assistance to$35,654
Belvidere Family YMCA Belvidere, ILDevelop Christian Values$35,654
Trustees Of Ida Public Library Belvidere, ILEnrich Individual Lives by$35,654
Boone County Historical Society Belvidere, ILGive Public Ability to View$28,523
Cemetery Association Of Belvidere Belvidere, ILProviding Burial Services$7,131
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,688,706$221,108$174,691$142,6165$155,947$207,020$144,316
2024$2,642,289$41,002$127,745$101,0555$113,385$61,302$137,145
2023$2,713,902$91,122$193,094$168,0005$180,173$78,201$133,771
2022$2,817,414$166,239$178,974$146,7925$160,580$151,830$153,654
2021$2,829,996$391,016$139,136$108,8005—$377,420$146,981

Under IRS private-foundation payout rules, R E Sullivan-Bessie Sullivan Char Tr reported a distributable amount of $144K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

R E Sullivan-Bessie Sullivan Char Tr's only listed officer is Midland States Bank, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Midland States Bank

    Trustee

    On filings since 2023

    15 hrs/week

    $24K (2023) → $26K (2025)

Former officers (1)
  • Former: Midland Wealth Management (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Midland States Bank — Trustee: $26KMidland States BankTrustee$26K

The highest reported compensation on the 2025 filing was $26K, to Midland States Bank (Trustee).

Frequently asked questions about R E Sullivan-Bessie Sullivan Char Tr

How much does R E Sullivan-Bessie Sullivan Char Tr give each year?

R E Sullivan-Bessie Sullivan Char Tr gave $143K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 5 grants.

What is R E Sullivan-Bessie Sullivan Char Tr's typical grant size?

R E Sullivan-Bessie Sullivan Char Tr's median grant in 2025 was $35,654, and its average grant was $28,523, across 5 grants on its 2025 IRS Form 990-PF.

Where does R E Sullivan-Bessie Sullivan Char Tr give grants?

R E Sullivan-Bessie Sullivan Char Tr gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Belvidere, IL (5 grants).

Does R E Sullivan-Bessie Sullivan Char Tr give general operating support?

Not in 2025: none of the 5 grants with a stated purpose on R E Sullivan-Bessie Sullivan Char Tr's 2025 IRS Form 990-PF were described as general or operating support.

Who are R E Sullivan-Bessie Sullivan Char Tr's largest grantees?

R E Sullivan-Bessie Sullivan Char Tr's largest 2025 grantees include Salvation Army ($35,654), Belvidere Family YMCA ($35,654) and Trustees Of Ida Public Library ($35,654), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.

How large is R E Sullivan-Bessie Sullivan Char Tr?

R E Sullivan-Bessie Sullivan Char Tr reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $144K (roughly 5% of its investment assets).

What is R E Sullivan-Bessie Sullivan Char Tr's EIN?

R E Sullivan-Bessie Sullivan Char Tr's EIN (Employer Identification Number) is 36-6727972. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 3, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  6. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from R E Sullivan-Bessie Sullivan Char Tr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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