2025-10-30T15:35:56-05:00 2025-06-30 221914497 Olsen & Thompson PA 970 Mount Kemble Ave Morristown NJ 07960 990PF 2024-07-01 136084596 ALGERNON SYDNEY SULLIVAN FOUNDATION ALGE 6622366335 PO BOX 1113 OXFORD MS 38655 STEPHAN L MCDAVID PRESIDENT 6622366335 2025-10-16 1 1 Richard Hall P00044841 9734253212 2024 2025-03-06 01:10:19Z X 20504527 X 11638 X 449771 449771 660131 10004268 660131 170341 137341 33000 1291881 1247243 33000 207933 14480 0 193453 71463 0 0 71463 14090 1409 0 12681 746901 71569 0 675332 27394 1108 0 26286 18466 0 0 18466 429925 0 33000 396925 172585 0 0 172585 1688757 88566 33000 1567191 450500 450500 2139257 88566 33000 2017691 -847376 1158677 0 83623 54021 54021 236283 33818 33818 15589296 14997072 20416688 15909202 15084911 20504527 7986 31071 7986 31071 X 15901216 15053840 15901216 15053840 15909202 15084911 15901216 -847376 0 15053840 0 15053840 PUBICLY TRADED SECURITIES P 9855260 9344137 511123 511123 Capital Gains Dividends P 149008 149008 149008 660131 16106 0 16106 0 16106 10822 0 0 0 10822 0 5284 0 0 0 0 0 0 0 0 0 0 1 1 AL AR CA CO CT FL GA HI KS LA ME MD MA MI MN MS MO NH NJ NY NC OH SC TN UT VA WA WV ND 1 0 0 0 0 1 www.sullivanfdn.org STEPHAN L MCDAVID 6622366335 1109 VAN BUREN AVENUE OXFORD MS 38655 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHAN L MCDAVID PO BOX 1113 OXFORD MS 38655 PRESIDENT 35.00 144800 0 0 PETER A ROONEY PO BOX 1113 OXFORD MS 38655 VICE PRESIDENT 1.00 0 0 0 JOHN C HARDY PO BOX 1113 OXFORD MS 38655 SECRETARY/TREASURER 1.00 0 0 0 ELIZABETH RANDALL PO BOX 1113 OXFORD MS 38655 ASSISTANT TREASURER 1.00 0 0 0 CAROLINE BURLINGAME PO BOX 1113 OXFORD MS 38655 ASSISTANT SECRETARY 1.00 63133 0 0 KATHRYN YORK PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 ANDREA CROUCH PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 STACEY SPILLERS PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 DAWN WIESE PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 KATHY POTTS PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 JOHN MCCARDELL PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 IRA JACKSON PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 THOMAS S RANKIN PO BOX 1113 OXFORD MS 38655 TRUSTEE 1.00 0 0 0 DARLA WILKINSON PO BOX 1113 OXFORD MS 38655 TRUSTEE EMERITUS 1.00 0 0 0 ELIZABETH VERNER PO BOX 1113 OXFORD MS 38655 TRUSTEE EMERITUS 1.00 0 0 0 GRAY WILLIAMS JR PO BOX 1113 OXFORD MS 38655 TRUSTEE EMERITUS 1.00 0 0 0 PERRY WILSON PO BOX 1113 OXFORD MS 38655 TRUSTEE EMERITUS 1.00 0 0 0 DAVID FARRAND PO BOX 1113 OXFORD MS 38655 TRUSTEE EMERITUS 1.00 0 0 0 COURTNEY CARLTON 1109 VAN BUREN AVE OXFORD MS 38655 ALUMNI ENGAGEMENT 35.00 70425 0 0 0 LIKEMIND LLC 110 SOMERVILLE AVENUE CHATTANOOGA TN 37405 CONSULTING 107472 FIDUCIENT ADVISORS 500 WEST MADISON STREET CHICAGO IL 60661 INVESTMENT ADVISORS 64591 S ROBARDS MEDIA GROUP 20 SOUTH MAIN STREET WATER VALLEY MS 38965 CONSULTING 59575 FORWARD IMPACT LLC 611 WATTS STREET DURHAM NC 27701 CONSULTING 50929 HOLLAND CONSULTING GROUP 119 CHINKAPIN LOOP OXFORD MS 38655 CONSULTING 50697 0 Conferences, retreats, workshops and courses held for social entrepreneurship attended by approximately 250 individuals. 375216 Alumni development reception which includes opportunities for networking. 114487 Scholarships for students at universities and colleges. 440000 Networking with Alumni and Students for 100th Anniversary of Foundation 571087 0 18977723 234823 1242475 20455021 0 0 20455021 306825 20148196 1007410 1007410 16106 16106 991304 0 991304 0 991304 2017691 0 2017691 991304 0 0 14721 504140 285622 804483 2017691 0 0 0 991304 1026387 0 0 1830870 0 0 0 0 0 0 0 1830870 14721 504140 285622 1026387 X ALICE LLOYD COLLEGE ROUTE 899 PIPPA PASSES KY 41844 N/A 501(c)(3) EDUCATIONAL 20000 BEREA COLLEGE CPO 2220 BEREA KY 40404 N/A 501(c)(3) EDUCATIONAL 20000 BERRY COLLEGE 2277 MARTHA BERRY WAY MOUNT BERRY GA 30149 N/A 501(c)(3) EDUCATIONAL 20000 BRENAU COLLEGE 500 WASHINGTON ST SE GAINESVILLE GA 30501 N/A 501(c)(3) EDUCATIONAL 20000 CAMPBELL UNIVERSITY 450 LESLIE CAMPBELL AVENUE BUIES CREEK NC 27506 N/A 501(c)(3) EDUCATIONAL 20000 CONVERSE COLLEGE 500 EAST MAIN STREET SPARTANBURG SC 29302 N/A 501(c)(3) EDUCATIONAL 20000 DAVIS & ELKINS COLLEGE 100 CAMPUS DRIVE ELKINS WV 26241 N/A 501(c)(3) EDUCATIONAL 20000 ELON UNIVERSITY CAMPUS BOX 2700 ELON NC 27244 N/A 501(c)(3) EDUCATIONAL 20000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVENUE GREENSBORO NC 27410 N/A 501(c)(3) EDUCATIONAL 20000 HUNTINGDON COLLEGE 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 N/A 501(c)(3) EDUCATIONAL 20000 LEES-MCRAE COLLEGE 191 MAIN STREET BANNER ELK NC 28604 N/A 501(c)(3) EDUCATIONAL 20000 LINCOLN MEMORIAL UNIVERSITY 6965 CUMBERLAND GAP HIGHWAY HARROGATE TN 37752 N/A 501(c)(3) EDUCATIONAL 20000 MARY BALDWIN COLLEGE FREDERICK STREET STAUNTON VA 24401 N/A 501(c)(3) EDUCATIONAL 20000 NORTH CAROLINA WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 N/A 501(c)(3) EDUCATIONAL 20000 RANDOLPH-MACON COLLEGE 204 HENRY STREET ASHLAND VA 23005 N/A 501(c)(3) EDUCATIONAL 20000 ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 32789 N/A 501(c)(3) EDUCATIONAL 20000 RUST COLLEGE 150 RUST AVENUE HOLLY SPRINGS MS 38635 N/A 501(c)(3) EDUCATIONAL 20000 SEWANEETHE UNIVERSITY OF THE SOUTH 735 UNIVERSITY AVENUE SEWANEE TN 37383 N/A 501(c)(3) EDUCATIONAL 20000 SHENANDOAH UNIVERSITY 1460 UNIVERSITY DRIVE WINCHESTER VA 22601 N/A 501(c)(3) EDUCATIONAL 20000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 N/A 501(c)(3) EDUCATIONAL 20000 WARREN WILSON COLLEGE 701 WARREN WILSON ROAD SWANNANOA NC 28778 N/A 501(c)(3) EDUCATIONAL 20000 WOFFORD COLLEGE 429 NORTH CHURCH STREET SPARTANBURG SC 29303 N/A 501(c)(3) EDUCATIONAL 20000 UNO RESEARCH AND TECHNOLOGY FOUNDATION 2021 LAKESHORE DRIVE NEW ORLEANS LA 70122 N/A 501(c)(3) EDUCATIONAL 5500 COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23187 N/A 501(c)(3) EDUCATIONAL 1000 CLEMSON UNIVERSITY FOUNDATION 220 MADREN CENTER DRIVE CLEMSON SC 29634 N/A 501(c)(3) EDUCATIONAL 1000 WE GIVE A SHARE 165 S FRENCH BROAD AVENUE ASHEVILLE NC 28802 N/A 501(c)(3) OPERATIONS 1000 HAYWOOD STREET CONGREGATION 247 HAYWOOD STREET ASHEVILLE NC 28801 N/A 501(c)(3) OPERATIONS 1000 HAW CREEK COMMONS 315 OLD HAW CREEK ROAD ASHEVILLE NC 28805 N/A 501(c)(3) OPERATIONS 1000 450500 0 Seminars 33000 14 449771 15 137341 14 660131 0 1247243 33000 1280243 1a The Foundation supports these seminars for college students, faculty and staff to encourage students from any major or background to learn and apply social entrepreneurship skills in a wide variety of contexts 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 14090 1409 0 12681 MUTUAL FUNDS AT COST 14997072 19174213 OIL AND GAS PROPERTIES AT COST 0 1242475 TECHNOLOGY 87426 0 0 87426 INSURANCE 7486 0 0 7486 OFFICE SUPPLIES AND PRINTING 29111 0 0 29111 MEDALLIONS AND CERTIFICATES 40992 0 0 40992 STATE FILING FEES 7570 0 0 7570 ROYALTIES 137341 137341 Seminars 33000 33000 INVESTMENT ADVISORY FEES 64591 64591 0 0 WEBSITE CONSULTING 17733 0 0 17733 PROGRAM CONSULTANTS 609599 0 0 609599 OIL AND GAS CONSULTANT 6978 6978 0 0 MARKETING 48000 0 0 48000 PAYROLL TAXES 27394 1108 0 26286