R E Sullivan-Bessie Sullivan Char Tr
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.
Key facts about R E Sullivan-Bessie Sullivan Char Tr
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.
- EIN
- 36-6727972
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $142,616
- Grants made (2025)
- 5
- Average grant
- $28,523
- Median grant
- $35,654
- Total assets
- $2,688,706
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.7M
+1.8% YoY
Annual Giving
$143K
+41.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$29K
+41.1% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $101K (2024) to $168K (2023). In 2025 it made 5 grants totaling $143K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Salvation Army ($36K). Together the top 5 received $143K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Salvation Army Belvidere, IL | Provide Assistance to | $35,654 |
| Belvidere Family YMCA Belvidere, IL | Develop Christian Values | $35,654 |
| Trustees Of Ida Public Library Belvidere, IL | Enrich Individual Lives by | $35,654 |
| Boone County Historical Society Belvidere, IL | Give Public Ability to View | $28,523 |
| Cemetery Association Of Belvidere Belvidere, IL | Providing Burial Services | $7,131 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,688,706 | $2,642,289 | $2,713,902 |
| Revenue | $221,108 | $41,002 | $91,122 |
| Expenses | $174,691 | $127,745 | $193,094 |
| Qualifying Distributions | $155,947 | $113,385 | $180,173 |
| Net Investment Income | $207,020 | $61,302 | $78,201 |
| Distributable Amount | $144,316 | $137,145 | $133,771 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 8, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 3, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2021–2025
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
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.
Here's the math on researching R E Sullivan-Bessie Sullivan Char Tr by hand.
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