EIN 31-6049916

TR Margaret E Sullivan

IRS 501(c) type
501(c)(3)
Num. employees
1
State
Year formed
2019
Most recent tax filings
2023-12-01
NTEE code, primary
Description
TR Margaret E Sullivan is a private foundation that primarily funds scholarships and the annual fund. The purpose of the foundation is to use the investment income earned to make charitable contributions to organizations specified in the governing agreement. Grantees include Bon Secours Mercy Health Foundation and others. The foundation made three grants last year. It is located in Cincinnati, OH.
Also known as...
Ua Margaret E Sullivan 21854400; Fifth Third Bank
Total revenues
$1,869,845
2023
Total expenses
$288,176
2023
Total assets
$4,458,547
2023
Num. employees
1
2023

Program areas at TR Margaret E Sullivan

Investment income earned by this trust is used to make charitable
Contributions to organizations specified in the governing
Agreement
Investment income earned by this trust is used to make charitable
Contributions to organizations specified in the governing
Agreement
Investment income earned by this trust is used to make charitable
Contributions to organizations specified in the governing
Agreement

Grants made by TR Margaret E Sullivan

GranteeGrant descriptionAmount
Bon Secours Mercy Health FoundationAnnual Fund$152,000
Wilmington CollegeScholarship$63,333
Miami UniversityScholarship$12,667

Personnel at TR Margaret E Sullivan

NameTitle
Matthew CarothersUstee

Financials for TR Margaret E Sullivan

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$115,937
Net rental income$0
Net gain from sale of non-inventory assets$1,753,908
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,869,845

Form 990s for TR Margaret E Sullivan

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-19990PFView PDF
2022-122023-05-02990PFView PDF
2021-122022-04-28990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-06-09990PFView PDF
...and 1 more Form 990
Data update history
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
October 8, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsState / local levelTax deductible donations
General information
Address
PO Box 630858
Cincinnati, OH 45263
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 534-5310
IRS details
EIN
31-6049916
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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