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.
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
Ready to take the next step with Sullivan Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 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 |
| FRIENDS OF CATHOLIC EDUCATION TULSA, OK | EDUCATIONAL | $2,500 |
| DREXEL ACADEMY TULSA, OK | EDUCATIONAL | $5,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 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.
Explore Open Grants
Browse active grant opportunities in Sullivan Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Cline Foundation
CUSHING, OK
Assets
$3K
Grants
0
Total Given
—
Oge Energy Corp Foundation Inc
OKLAHOMA CITY, OK
Assets
$25.2M
Grants
86
Total Given
$4.3M
Westreet Foundation Inc
TULSA, OK
Assets
$86K
Grants
7
Total Given
$43K
Trimble Strong Foundation Inc
TULSA, OK
Assets
$127K
Grants
3
Total Given
$13K
Berry Family Foundation Inc
SAPULPA, OK
Assets
—
Grants
3
Total Given
$45K
Southern Oklahoma Memorial Foundation
ARDMORE, OK
Assets
$105.7M
Grants
54
Total Given
$6.0M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Sullivan Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Sullivan Charitable Trust to a real strategy.