Sullivan Charitable Trust
Sullivan Charitable Trust is a private foundation focused on Education, based in Tulsa, OK. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $428K in total assets. In 2023, it awarded 3 grants totaling $24K. Net investment income was $9K.
Sullivan Charitable Trust at a glance
In short: Sullivan Charitable Trust gave $24K across 3 grants in 2023 (avg $8K), mostly in Indiana. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $24,000
- -14.3% vs 2022
- Grants made (2023)
- 3
- +0.0% vs 2022
- Average grant
- $8,000
- -14.3% vs 2022
- Median grant
- $5,500
- Total assets
- $428,141
- -4.1% vs 2022
- Primary geography
- Indiana (67% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Sullivan Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
The largest 2023 recipient was University of Notre Dame (MBA and Undergraduate ($16K). Together the top 3 received $24K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 3 itemized grants.
Cities
How Sullivan Charitable Trust gives
- Giving fell 27% from 2020 to 2023. Method
- In 2023 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
From 2020 to 2023, annual grant giving ranged from $24K (2023) to $33K (2020). In 2023 it made 3 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Notre Dame (MBA and Undergraduate Notre Dame, IN | Educational | $16,000 |
| Drexel Academy Tulsa, OK | Educational | $5,500 |
| Friends of Catholic Education Tulsa, OK | Educational | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2023 | $428,141 | $17,113 | $35,449 | $24,000 | 3 | $24,000 | $8,625 | $22,218 |
| 2022 | $446,477 | $8,215 | $33,693 | $28,000 | 3 | $28,000 | $4,481 | $23,097 |
| 2021 | $471,955 | $30,853 | $38,331 | $26,500 | 3 | $26,500 | $19,022 | $26,303 |
| 2020 | $479,433 | $14,540 | $43,314 | $33,000 | 3 | — | $4,226 | $24,030 |
Under IRS private-foundation payout rules, Sullivan Charitable Trust reported a distributable amount of $22K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sullivan Charitable Trust's 2023 filing lists 4 officers; none of the 4 officers listed in 2023 report compensation.
Officers on the 2023 filing
Anthony J. Lauinger
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Martin F. Sullivan
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Robert J. Sullivan Jr.
Trustee
On filings since 2020
2 hrs/week
No compensation reported
William L. Schloss III
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sullivan Charitable Trust
How much does Sullivan Charitable Trust give each year?
Sullivan Charitable Trust gave $24K across 3 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $28K across 3 grants.
What is Sullivan Charitable Trust's typical grant size?
Sullivan Charitable Trust's median grant in 2023 was $5,500, and its average grant was $8,000, across 3 grants on its 2023 IRS Form 990-PF.
Where does Sullivan Charitable Trust give grants?
Sullivan Charitable Trust gives mostly in Indiana: 67% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (33%). The most frequent recipient cities were Tulsa, OK (2 grants).
Does Sullivan Charitable Trust give general operating support?
Not in 2023: none of the 3 grants with a stated purpose on Sullivan Charitable Trust's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational" (3 grants).
How large is Sullivan Charitable Trust?
Sullivan Charitable Trust reported $428K in total assets on its 2023 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is Sullivan Charitable Trust?
Sullivan Charitable Trust is a private foundation focused on Education, based in Tulsa, OK. It holds $428K in total assets as of 2023.
What is Sullivan Charitable Trust's EIN?
Sullivan Charitable Trust's EIN (Employer Identification Number) is 23-7369119. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Sullivan Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Sullivan Charitable Trust's focus areas in our free grants database
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