Tr Ua Margaret E Sullivan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 3 grants totaling $235K. Net investment income was $434K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
+3.6% YoY
Annual Giving
$235K
+3.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$78K
+3.1% YoY
Under IRS private-foundation payout rules, Tr Ua Margaret E Sullivan reported a distributable amount of $252K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr Ua Margaret E Sullivan
Based on IRS filings
Tr Ua Margaret E Sullivan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 3 grants totaling $235K. Net investment income was $434K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,618,740 | $4,458,547 | $2,877,000 |
| Revenue | $488,430 | $1,869,845 | $195,589 |
| Expenses | $328,601 | $288,176 | $358,927 |
| Qualifying Distributions | $245,042 | $237,257 | $307,988 |
| Net Investment Income | $434,048 | $1,819,395 | $153,172 |
| Distributable Amount | $251,543 | $205,772 | $238,196 |
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 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mercy Health Foundation ($156,667), Wilmington College ($65,278), Miami University ($13,056).
| Recipient | Purpose | Amount |
|---|---|---|
| MERCY HEALTH FOUNDATION CINCINNATI, OH | ANNUAL FUND | $156,667 |
| WILMINGTON COLLEGE WILMINGTON, OH | SCHOLARSHIP | $65,278 |
| MIAMI UNIVERSITY OXFORD, OH | SCHOLARSHIP | $13,056 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $60,706 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tr Ua Margaret E Sullivan?
Tr Ua Margaret E Sullivan is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $4.6M in total assets as of 2024.
How large is Tr Ua Margaret E Sullivan?
As of 2024, Tr Ua Margaret E Sullivan holds $4.6M in total assets with $488K in annual revenue. It awarded 3 grants totaling $235K in 2024.
Where does Tr Ua Margaret E Sullivan operate?
Tr Ua Margaret E Sullivan has awarded grants in Ohio.
What size grants does Tr Ua Margaret E Sullivan award?
In 2024, Tr Ua Margaret E Sullivan awarded 3 grants totaling $235K — an average of about $78K per grant, based on its IRS Form 990 filings.
How much is Tr Ua Margaret E Sullivan required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Ua Margaret E Sullivan reported a distributable amount of $252K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr Ua Margaret E Sullivan's EIN?
Tr Ua Margaret E Sullivan's EIN (Employer Identification Number) is 31-6049916. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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