Nonprofit · EIN 20-3864725
SULLIVAN FAMILY FOUNDATION
Tax-exempt · MILTON, MA 02186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $290,401 | $648,563 | -$358,162 | $1,523,301 | $0 | $1,523,301 |
| April 30, 2025 | 990-PF | $546,696 | $479,831 | $66,865 | $1,881,462 | $0 | $1,881,462 |
| April 30, 2024 | 990-PF | $339,658 | $360,231 | -$20,573 | $1,814,597 | $0 | $1,814,597 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $94,146
- Interest
- $5,349
- Net gain from sales of assets
- $190,906
Expenses
- Grants and similar amounts paid
- $618,500
- Compensation of officers, directors and key employees
- $24,000
- Disbursements for charitable purposes
- $644,244
- Excise tax on investment income
- $3,992
Balance sheet and other
- Total assets, start of year
- $1,881,463
- Total assets, end of year
- $1,523,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,523,301
- Fair market value of assets
- $7,445,033
- Qualifying distributions
- $644,244
- Net investment income
- $290,401
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK WALSH 96 WASHINGTON ST, MILTON, MA 02186 | MANAGER | 15 | $24,000 |
| MARGARET WALSH SULLIVAN 88 WHARF ST UNIT 503, MILTON, MA 02186 | TRUSTEE | 5 | $0 |
| MARGARET SULLIVAN WALSH 117 HARBOR VIEW RD, MILTON, MA 02186 | TRUSTEE | 5 | $0 |
990-PF for the year ended April 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK WALSH 96 WASHINGTON STREET, MILTON, MA 02186 | MANAGER | 15 | $24,000 |
| MARGARET WALSH SULLIVAN 88 WHARF ST UNIT 503, MILTON, MA 02186 | TRUSTEE | 5 | $0 |
| MARGARET SULLIVAN WALSH 117 HARBOR VIEW ROAD, MILTON, MA 02186 | TRUSTEE | 5 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET SULLIVAN WALSH 117 HARBOR VIEW ROAD, MILTON, MA 02186 | TRUSTEE | 20 | $14,600 |
| PATRICK WALSH 96 WASHINGTON STREET, MILTON, MA 02186 | MANAGER | 20 | $8,000 |
| MARGARET WALSH SULLIVAN 88 WHARF ST UNIT 503, MILTON, MA 02186 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 117 HARBOR VIEW RD, MILTON, MA 02186-5254
- In care of
- % SULLIVAN PROPERTIES
- Signed the 990-PF
- MARGARET SULLIVAN WALSH, TRUSTEE
- Phone
- (617) 943-1488
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3864725
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2008
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,523,301
- Income (IRS master file)
- $299,491
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $290,401 | $648,563 | $1,523,301 | XML |
| 990-PF | April 2025 | $546,696 | $479,831 | $1,881,462 | XML |
| 990-PF | April 2024 | $339,658 | $360,231 | $1,814,597 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 20-3864725).
Questions about SULLIVAN FAMILY FOUNDATION
- What is the EIN of SULLIVAN FAMILY FOUNDATION?
- The employer identification number (EIN) of SULLIVAN FAMILY FOUNDATION is 20-3864725.
- Is SULLIVAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SULLIVAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SULLIVAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SULLIVAN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SULLIVAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of SULLIVAN FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $24,000 (PATRICK WALSH, MANAGER).
- How much revenue does SULLIVAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $290,401, expenses of $648,563 and total assets of $1,523,301 at year end.
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