Tr UA Margaret E Sullivan
Tr UA Margaret E Sullivan is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 3 grants totaling $262K. Net investment income was $333K.
Tr UA Margaret E Sullivan at a glance
In short: Tr UA Margaret E Sullivan gave $262K across 3 grants in 2025 (avg $87K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $262,001
- +11.5% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $87,334
- +11.5% vs 2024
- Median grant
- $72,778
- Total assets
- $4,675,668
- +1.2% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tr UA Margaret E Sullivan funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Mercy Health Foundation ($175K). Together the top 3 received $262K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 5 grants of 15 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Tr UA Margaret E Sullivan gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 102% 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 2025, annual grant giving ranged from $228K (2023) to $300K (2022). In 2025 it made 3 grants totaling $262K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mercy Health Foundation Cincinnati, OH | Annual Fund | $174,667 |
| Wilmington College Wilmington, OH | Scholarship | $72,778 |
| Miami University Oxford, OH | Scholarship | $14,556 |
Ready to take the next step with Tr UA Margaret E Sullivan?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,675,668 | $388,190 | $331,035 | $262,001 | 3 | $273,145 | $332,718 | $266,782 |
| 2024 | $4,618,740 | $488,430 | $328,601 | $235,001 | 3 | $245,042 | $434,048 | $251,543 |
| 2023 | $4,458,547 | $1,869,845 | $288,176 | $228,000 | 3 | $237,257 | $1,819,395 | $205,772 |
| 2022 | $2,877,000 | $195,589 | $358,927 | $300,000 | 3 | $307,988 | $153,172 | $238,196 |
| 2021 | $3,041,846 | $413,870 | $315,376 | $264,736 | 3 | $265,524 | $363,723 | $263,565 |
| 2020 | $2,942,637 | $255,406 | $306,178 | $257,126 | 3 | — | $211,166 | $220,887 |
Under IRS private-foundation payout rules, Tr UA Margaret E Sullivan reported a distributable amount of $267K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tr UA Margaret E Sullivan's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$41K (2020) → $63K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $63K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Tr UA Margaret E Sullivan
How much does Tr UA Margaret E Sullivan give each year?
Tr UA Margaret E Sullivan gave $262K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $235K across 3 grants.
What is Tr UA Margaret E Sullivan's typical grant size?
Tr UA Margaret E Sullivan's median grant in 2025 was $72,778, and its average grant was $87,334, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tr UA Margaret E Sullivan give grants?
Tr UA Margaret E Sullivan gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Tr UA Margaret E Sullivan give general operating support?
Yes: 33% of Tr UA Margaret E Sullivan's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Tr UA Margaret E Sullivan?
Tr UA Margaret E Sullivan reported $4.7M in total assets on its 2025 IRS Form 990-PF. It paid out $273K in qualifying distributions that year, against a required minimum of $267K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Tr UA Margaret E Sullivan's focus areas in our free grants database
Similar Funders
Funders with grantees in common
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
Three Arts Scholarship Fund Inc
Cincinnati, OH
Assets
—
Grants
1
Total Given
$5.9M
American Modern Foundation
Amelia, OH
The American Modern Foundation funds fundraising efforts for preselected charitable organizations, with 2025 grants ranging from $3,021 to $10,000 (median $4,750). Its listed 2025 grants all went to organizations in Ohio, and it does not accept unsolicited requests.
Assets
$8K
Grants
4
Total Given
$23K
The White Family Foundation
Dayton, OH
Assets
—
Grants
7
Total Given
$401K
Testamentary Trust Under Will of Jay R Purdy
West Union, OH
The trust primarily funds scholarships at colleges and universities, with recent grants ranging from $2,000 to $31,000 and a median of $7,000. Its 2025 giving went mainly to institutions in Kentucky and Ohio, with some support in Florida. It gives only to preselected organizations and does not accept unsolicited funding requests.
Assets
$2.7M
Grants
11
Total Given
$101K
The Grimes Foundation
Urbana, OH
The Grimes Foundation funds civic and medical causes, with nearly all of its 2025 grants going to organizations in Ohio. Its 13 grants ranged from $1,000 to $50,000, with a median of $5,000. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$3.5M
Grants
13
Total Given
$165K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Tr UA Margaret E Sullivan's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Tr UA Margaret E Sullivan down — hundreds of funders to go?