Nonprofit · EIN 06-1501914
WALTER AND JULIANNE SULLIVAN FOUNDATION
Tax-exempt · WEST HARTFORD, CT 06119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,773,135 | $2,590,244 | $182,891 | $8,551,533 | $0 | $8,551,533 |
| December 31, 2024 | 990-PF | $7,733,745 | $177,244 | $7,556,501 | $8,368,642 | $0 | $8,368,642 |
| December 31, 2023 | 990-PF | $36,155 | $108,706 | -$72,551 | $812,141 | $0 | $812,141 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,538,195
- Dividends
- $258,223
- Interest
- $19,741
- Net gain from sales of assets
- -$44,700
- Other income
- $1,676
Expenses
- Grants and similar amounts paid
- $2,494,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,494,750
- Excise tax on investment income
- $2,785
Balance sheet and other
- Total assets, start of year
- $8,368,642
- Total assets, end of year
- $8,551,533
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,551,533
- Fair market value of assets
- $11,491,166
- Qualifying distributions
- $2,494,750
- Net investment income
- $279,640
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE COSCARELLI 6 IRONWOOD LANE, WEST HARTFORD, CT 061171110 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE COSCARELLI 6 IRONWOOD LANE, WEST HARTFORD, CT 061171110 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE COSCARELLI 6 IRONWOOD LANE, WEST HARTFORD, CT 061171110 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 836 FARMINGTON AVE STE 138, WEST HARTFORD, CT 06119-1585
- In care of
- % CUMMINGS & LOCKWOOD
- Signed the 990-PF
- JULIE COSCARELLI, TRUSTEE
- Phone
- (860) 838-8160
- Return prepared by
- RUSSELL & COMPANY CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1501914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,551,533
- Income (IRS master file)
- $3,754,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,773,135 | $2,590,244 | $8,551,533 | IRS |
| 990-PF | December 2024 | $7,733,745 | $177,244 | $8,368,642 | IRS |
| 990-PF | December 2023 | $36,155 | $108,706 | $812,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1501914).
Questions about WALTER AND JULIANNE SULLIVAN FOUNDATION
- What is the EIN of WALTER AND JULIANNE SULLIVAN FOUNDATION?
- The employer identification number (EIN) of WALTER AND JULIANNE SULLIVAN FOUNDATION is 06-1501914.
- Is WALTER AND JULIANNE SULLIVAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WALTER AND JULIANNE SULLIVAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER AND JULIANNE SULLIVAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER AND JULIANNE SULLIVAN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER AND JULIANNE SULLIVAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALTER AND JULIANNE SULLIVAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WALTER AND JULIANNE SULLIVAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,773,135, expenses of $2,590,244 and total assets of $8,551,533 at year end.
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