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.
Key facts about Sullivan Charitable Trust
- EIN
- 23-7369119
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $24,000
- Grants made (2023)
- 3
- Average grant
- $8,000
- Median grant
- $5,500
- Total assets
- $428,141
- Primary geography
- Indiana (67% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Sullivan Charitable Trust funds
By grant dollars, the top recipient states for Sullivan Charitable Trust's 3 itemized 2023 grants were Indiana (67%) and Oklahoma (33%). The most frequent recipient cities were Tulsa, OK (2 grants). None of its 3 grants with a stated purpose were described as general or operating support. Recurring purposes include "Educational" (3 grants).
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.
Next steps with Sullivan Charitable Trust
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Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$428K
-4.1% YoY
Annual Giving
$24K
-14.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$8K
-14.3% YoY
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.
About Sullivan Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2023 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $428,141 | $446,477 | $471,955 |
| Revenue | $17,113 | $8,215 | $30,853 |
| Expenses | $35,449 | $33,693 | $38,331 |
| Qualifying Distributions | $24,000 | $28,000 | $26,500 |
| Net Investment Income | $8,625 | $4,481 | $19,022 |
| Distributable Amount | $22,218 | $23,097 | $26,303 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2023
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest recipients include University of Notre Dame (Mba and Undergraduate ($16,000), Drexel Academy ($5,500), Friends of Catholic Education ($2,500).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2023 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Robert J Sullivan Jr | Trustee | 2 | — |
| Anthony J Lauinger | Trustee | 2 | — |
| William L Schloss III | Trustee | 2 | — |
| Martin F Sullivan | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Sullivan Charitable Trust?
As of 2023, Sullivan Charitable Trust holds $428K in total assets with $17K in annual revenue. It awarded 3 grants totaling $24K in 2023.
Where does Sullivan Charitable Trust operate?
Sullivan Charitable Trust has awarded grants in Indiana, Oklahoma.
What size grants does Sullivan Charitable Trust award?
In 2023, Sullivan Charitable Trust awarded 3 grants totaling $24K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Sullivan Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Sullivan Charitable Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.