Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SULLIVAN FAMILY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)400 NORTH FLAGLER DRIVE 2002
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33401
A Employer identification number

34-1537311
B Telephone number (see instructions)

(531) 630-8537
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$965,967J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 59,973
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,538 1,538 1,538
4 Dividends and interest from securities... 20,777 20,777 20,777
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,979
b Gross sales price for all assets on line 6a 58,644
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 79,309 22,315 22,315
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
972 972 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,057 16,057 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,029 17,029 0 0
25 Contributions, gifts, grants paid....... 258,371 258,371
26 Total expenses and disbursements. Add lines 24 and 25 275,400 17,029 0 258,371
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -196,091
b Net investment income (if negative, enter -0-) 5,286
c Adjusted net income (if negative, enter -0-)... 22,315
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 94,003 33,882 33,882
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow9,992
Less: allowance for doubtful accounts right arrow   20,692 9,992 9,992
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,075,843 Click to see attachment
List of Attached Documents:
// Content
922,093 		922,093
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,190,538 965,967 965,967
Liabilities 17 Accounts payable and accrued expenses.......... 29,502 4,502
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 29,502 4,502
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,161,036 961,465
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,161,036 961,465
30 Total liabilities and net assets/fund balances (see instructions). 1,190,538 965,967
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,161,036
2
Enter amount from Part I, line 27a .....................
2
-196,091
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
964,945
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,480
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
961,465
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 568 SH: PTP BROOKFIELD INFRASTRUCTURE LP P 2023-11-03 2023-12-13
b FROM K-1: F&F, LTD. P    
c FROM K-1: F&F, LTD. P    
d FROM K-1: F&F, LTD. P    
e FROM K-1: F&F, LTD. P    
FROM K-1: F&F, LTD. P    
FROM K-1: F&F, LTD. P    
300 SH: ABBVIE INC P 2022-05-24 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,551   15,478 73
b       1,871
c       809
d       2,320
e       -2,994
      -1,066
      -4,012
43,093   43,073 20
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       73
b       1,871
c       809
d       2,320
e       -2,994
      -1,066
      -4,012
      20
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -2,979
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -7,999
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 73
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 73
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 73
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,703
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,703
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,630
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,630 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOSEPH D SULLIVAN Telephone no.right arrow (531) 630-8537

Located atright arrow400 NORTH FLAGLER DRIVE NO 2002WEST PALM BEACHFL ZIP+4right arrow33401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH D SULLIVAN TRUSTEE
5.00 		0 0 0
400 NORTH FLAGLER DRIVE NO 2002
WEST PALM BEACH,FL33401
SANDRA H SULLIVAN TRUSTEE
5.00 		0 0 0
400 NORTH FLAGLER DRIVE NO 2002
WEST PALM BEACH,FL33401
JOSEPH D SULLIVAN JR TRUSTEE
5.00 		0 0 0
2243 ELANDON DRIVE
CLEVELAND HEIGHTS,OH44106
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
998,968
b
Average of monthly cash balances.......................
1b
72,473
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,071,441
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,071,441
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,072
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,055,369
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,768
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
52,768
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
73
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
73
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,695
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
52,695
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
52,695
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
258,371
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
258,371
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 52,695
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 98,004
b From 2019...... 145,625
c From 2020...... 108,506
d From 2021...... 96,077
e From 2022...... 186,519
f Total of lines 3a through e ........ 634,731
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 258,371
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 52,695
e Remaining amount distributed out of corpus 205,676
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 840,407
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		98,004
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		742,403
10 Analysis of line 9:
a Excess from 2019.... 145,625
b Excess from 2020.... 108,506
c Excess from 2021.... 96,077
d Excess from 2022.... 186,519
e Excess from 2023.... 205,676
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACHIEVE TAHOE

2680 ALPINE MEADOWS RD
ALPINE MEADOWS,CA96146 		NONE PC GENERAL 5,800

ACLU

4506 CHESTER AVE
CLEVELAND,OH44103 		NONE PC GENERAL 100

AMERICAN FOREIGN POLICY COUNCIL

509 C ST NE
WASHINGTON,DC20002 		NONE PC GENERAL 1,000

ARCH ST MEETING HOUSE PRESERVATION TRUST

320 ARCH ST
PHILIDELPHIA,PA19106 		NONE PC GENERAL 250

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD 120
DENVER,CO80221 		NONE PC GENERAL 200

BLUECOATS INC

PO BOX 22749
BEACHWOOD,OH44122 		NONE PC GENERAL 950

BOYS HOPE GIRLS HOPE

9619 GARFIELD BLVD
CLEVELAND,OH44125 		NONE PC GENERAL 500

BQEF

PO BOX 6847
ITHACA,NY14851 		NONE PC GENERAL 1,000

CATHOLIC CHARITIES OF CLEVELAND

7911 DETROIT AVE
CLEVELAND,OH44102 		NONE PC GENERAL 1,000

CATHOLIC COMMUNITY FOUNDATION

1404 E 9TH STREET
CLEVELAND,OH44114 		NONE PC GENERAL 300

CHILDREN FAMILIES WWWCFFDEORGND

555 JUSTISON ST
WILMINGTON,DE19801 		NONE PC GENERAL 1,500

CHRISTIAN APPALACIAN PROJECT

485 PONDEROSA DRIVE
PAINTSVILLE,KY41240 		NONE PC GENERAL 200

CLEVELAND BALLET

23020 MILES ROAD
CLEVELAND,OH44128 		NONE PC GENERAL 1,050

CLEVELAND CLINIC

8615 EUCLID AVE
CLEVELAND,OH44195 		NONE PC GENERAL 2,500

CLEVELAND ART ASSOCIATION

13610 LARCHMERE BLVD
CLEVELAND,OH44120 		NONE PC GENERAL 175

CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		NONE PC GENERAL 2,500

CLEVELAND POLICE FOUNDATION

2301 PAYNE AVE STE 201
CLEVELAND,OH44114 		NONE PC GENERAL 200

CLEVELAND PSYCHOANALYSIS CENTER

2460 FAIRMOUNT BLVD
CLEVELAND,OH44106 		NONE PC GENERAL 10,000

COLLEGE NOW

1500 W 3RD ST
CLEVELAND,OH44113 		NONE PC GENERAL 10,250

DANBY - MT TABOR VOLUNTEER FIRE DEPARTMENT

BOX 590 N MAIN ST
DANBY,VT05739 		NONE PC GENERAL 100

DEEPWATER

PO BOX 205
WESTPORT,NY12993 		NONE PC GENERAL 500

DELAWARE ART MUSEUM

2301 KENTMERE PKWY
WILMINGTON,DE19806 		NONE PC GENERAL 500

DELAWARE CENTER FOR JUSTICE

100 W 10TH ST
WILMINGTON,DE19801 		NONE PC GENERAL 2,500

DELAWARE SHAKESPEARE FESTIVAL

4 S POPLAR ST
WILMINGTON,DE19801 		NONE PC GENERAL 1,730

DIOCESE OF PALM BEACH

9995 N MILITARY TRL
PALM BEACH GARDENS,FL33410 		NONE PC GENERAL 410

ESSELSTYN FOUNDATION

3 PEPPER RIDGE RD
CLEVELAND,OH44124 		NONE PC GENERAL 1,000

FARM SCHOOL

488 MOORE HILL RD
ATHOL,MA01331 		NONE PC GENERAL 250

FINCA INTERNATIONAL

1201 15TH STREET
WASHINGTON,DC20005 		NONE PC GENERAL 50

FIRST TEE OF CLEVELAND

3883 WASHINGTON PARK BLVD
NEWBURGH HEIGHTS,OH44105 		NONE PC GENERAL 500

DORSET LIBRARY

13 CHURCH ST
DORSET,VT05251 		NONE PC GENERAL 100

DORSET HISTORICAL SOCIETY

13 CHURCH ST
DORSET,VT05251 		NONE PC GENERAL 200

FLYING HORSE FARMS

5260 OH-95
MT GILEAD,OH43338 		NONE PC GENERAL 200

FRANCISCAN MISSIONS

PO BOX 130
WATERFORD,WI53185 		NONE PC GENERAL 150

FIELDSTONE FARM

16497 SNYDER RD
CHAGRIN FALLS,OH44023 		NONE PC GENERAL 500

GREATER CLEVELAND FOOD BANK

13815 COIT RD
CLEVELAND,OH44110 		NONE PC GENERAL 900

HANNA PERKINS CENTER

19910 MALVERN RD
SHAKER HEIGHTS,OH44122 		NONE PC GENERAL 500

HARVARD BUSINESS SCHOOL

HARVARD BUSINESS SCHOOL
BOSTON,MA02163 		NONE PC GENERAL 1,000

HATHAWAY BROWN SCHOOL

19600 N PARK BLVD
SHAKER HEIGHTS,OH44122 		NONE PC GENERAL 35,000

HILDENE

1005 HILDENE RD
MANCHESTER CENTER,VT05255 		NONE PC GENERAL 500

HUMANE SOCIETY OF TRUCKEE TAHOE

10961 STEVENS LN
TRUCKEE,CA96161 		NONE PC GENERAL 1,910

HOLDEN FORESTS & GARDENS

9550 SPERRY RD
KIRTLAND,OH44094 		NONE PC GENERAL 2,500

HUNGER NETWORK OF GREATER CLEVELAND

4415 EUCLID AVE
CLEVELAND,OH44103 		NONE PC GENERAL 500

HUNTING VALLEY FDN

2850 NOTTINGHAM LN
CHAGRIN FALLS,OH44022 		NONE PC GENERAL 1,000

IRELAND FUND

10 POST OFFICE SQUARE
BOSTON,MA02109 		NONE PC GENERAL 2,000

KELLY BRUSH FOUNDATION

THREE MAIN STREET 105
BURLINGTON,VT05401 		NONE PC GENERAL 500

KENNETT AREA COMMUNITY SERVICE

136 W CEDAR ST
KENNETT SQUARE,PA19348 		NONE PC GENERAL 200

LAND STUDIO

2519 DETROIT AVE STE 100
CLEVELAND,OH44113 		NONE PC GENERAL 400

LATINO ACTION ALLIANCE

2313 N BROADWAY AVE
ADA,OK74820 		NONE PC GENERAL 1,000

LIFEACT

210 BELL ST
CHAGRIN FALLS,OH44022 		NONE PC GENERAL 500

LITERACY DELAWARE

10 E 10TH ST 2ND FLOOR
WILMINGTON,DE19801 		NONE PC GENERAL 500

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE PC GENERAL 20,000

MANPIYA LUTA RED CLOUD

100 MISSION DRIVE
PINE RIDGE,SD57770 		NONE PC GENERAL 100

MARTHA YOUNG READER FUND

3635 PERKINS AVE
CLEVELAND,OH44114 		NONE PC GENERAL 600

MCDONALD HOUSE

10415 EUCLID AVE
CLEVELAND,OH44106 		NONE PC GENERAL 300

NATIONAL AUDUBON SOCIETY

225 VARICK ST
NEW YORK,NY10014 		NONE PC GENERAL 25

NATIVE AMERICAN RIGHTS FUND

250 ARAPAHOE AVE
BOULDER,CO80302 		NONE PC GENERAL 200

MEDWORKS

1400 E 105TH ST
CLEVELAND,OH44106 		NONE PC GENERAL 560

PACEM IN TERRIS

1801 JEFFERSON ST
WILMINGTON,DE19802 		NONE PC GENERAL 1,750

PALM BEACH CO COUNCIL OF FIRE FIGHTERS

2328 S CONGRESS AVE
WEST PALM BEACH,FL33406 		NONE PC GENERAL 100

PALM BEACH COUNTY POLICE BENEVOLENT ASSOCIATION

2100 N FLORIDA MANGO RD
WEST PALM BEACH,FL33409 		NONE PC GENERAL 100

PAN MASS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494 		NONE PC GENERAL 257

RHONDA'S KISS

7007 BROADWAY AVE
CLEVELAND,OH44105 		NONE PC GENERAL 1,000

PENN STATE UNIVERSITY

201 OLD MAIN
UNIVERSITY PARK,PA16802 		NONE PC GENERAL 250

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVE
CLEVELAND,OH44115 		NONE PC GENERAL 6,600

SALVATION ARMY

2507 EAST 22ND ST
CLEVELAND,OH44115 		NONE PC GENERAL 450

SISTERS OF NOTRE DAME

13000 AUBURN RD
CHARDON,OH44024 		NONE PC GENERAL 650

RED CANOE FOUNDATION

96 BAY STATE RD
BOSTON,MA02215 		NONE PC GENERAL 1,015

ROCK & ROLL HALL OF FAME

1100 E 9TH ST
CLEVELAND,OH44114 		NONE PC GENERAL 37,700

ROXBORO ELEMENTARY SCHOOL

2405 ROXBORO RD 3623
CLEVELAND HEIGHTS,OH44106 		NONE PC GENERAL 300

SERVIAM ACADEMY

14 HALCYON DR
NEW CASTLE,DE19720 		NONE PC GENERAL 3,500

SHELBURNE MUSEUM

6000 SHELBRUNE RD
SHELBURNE,VT05482 		NONE PC GENERAL 125

ST ANN'S CHURCH

2175 COVENTRY RD
CLEVELAND HEIGHTS,OH44118 		NONE PC GENERAL 285

ST FRANCIS CHURCH

6850 MAYFIELD RD
GATES MILLS,OH44040 		NONE PC GENERAL 60

ST IGNATIUS HS

1911 W 30TH ST
CLEVELAND,OH44113 		NONE PC GENERAL 15,000

ST JOAN CHURCH

496 EAST WASHINGTON ST
CHAGRIN FALLS,OH44022 		NONE PC GENERAL 455

ST CLARE CHURCH

5659 MAYFIELD RD
CLEVELAND,OH44124 		NONE PC GENERAL 20

ST LABRE INDIAN SCHOOL

112 ST LABRE WAY CAMPUS DRIVE
ASHLAND,MT59003 		NONE PC GENERAL 100

TURNING POINT OF ADDISON CTY

54 A CREEK RD
MIDDLEBURY,VT05753 		NONE PC GENERAL 200

TAHOE CROSS COUNTRY SKI EDUCATION

925 COUNTRY CLUB DR
TAHOE CITY,CA96145 		NONE PC GENERAL 500

TAHOE NORDIC SEARCH AND RESCUE

FAIRWAY DR
TAHOE CITY,CA96145 		NONE PC GENERAL 194

TAHOE TRUCKEE COMMUNITY FOUNDATION

11071 DONNER PASS RD
TRUCKEE,CA96161 		NONE PC GENERAL 44,605

SOUTHERN VT ARTS CENTER

860 SOUTHERN VERMONT ARTS CENTER DR
MANCHESTER,VT05254 		NONE PC GENERAL 360

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NONE PC GENERAL 35

THE LORD'S PLACE

2808 N AUSTRAILIAN AVE
WEST PALM BEACH,FL33407 		NONE PC GENERAL 1,400

THE SOCIETY OF THE FOUR ARTS

100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		NONE PC GENERAL 1,000

TWO FOUNDATION

8578 E WASHINGTON ST
CHAGRIN FALLS,OH44023 		NONE PC GENERAL 15,000

UNIVERSITY OF DELAWARE

210 S COLLEGE AVE
NEWARK,DE19716 		NONE PC GENERAL 200

UNIVERSITY HOSPITALS

11100 EUCLID AVE
CLEVELAND,OH44106 		NONE PC GENERAL 1,000

UNIVERSITY SCHOOL

20701 BRANTLEY RD
SHAKER HEIGHTS,OH44122 		NONE PC GENERAL 500

URBAN COMMUNITY SCHOOL

4909 LORAIN AVE
CLEVELAND,OH44102 		NONE PC GENERAL 1,000

URBAN SQUASH

4701 LORAIN AVE
CLEVELAND,OH44102 		NONE PC GENERAL 1,000

URBAN YOUTH IMPACT

2823 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407 		NONE PC GENERAL 500

THE URSILINE SISTERS

29777 FAIRMOUNT BLVD
PEPPER PIKE,OH44124 		NONE PC GENERAL 250

VOCATIONAL GUIDANCE SERVICES

2235 EAST 55TH STREET
CLEVELAND,OH44103 		NONE PC GENERAL 500

WILMINGTON FRIENDS SCHOOL

101 SCHOOL RD
WILMINGTON,DE19803 		NONE PC GENERAL 650

WOMENS COUNCIL OF THE CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		NONE PC GENERAL 100

YALE UNIVERSITY

PO BOX 208232
NEW HAVEN,CT06520 		NONE PC GENERAL 500

YMCA

101 N WACKER DR
CHICAGO,IL60606 		NONE PC GENERAL 300
Total .................................right arrow 3a 258,371
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,538  
4 Dividends and interest from securities ....     14 20,777  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -2,979  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 19,336 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,336
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SULLIVAN FAMILY FUND
 
Employer identification number

34-1537311
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SULLIVAN FAMILY FUND
  		Employer identification number
34-1537311
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JOSEPH D SULLIVAN SR
400 NORTH FLAGLER DRIVE NO 2002
 
WEST PALM BEACH, FL33408

$ 16,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JOSEPH D SULLIVAN SR
400 NORTH FLAGLER DRIVE NO 2002
 
WEST PALM BEACH, FL33408

$ 27,724


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JOSEPH D SULLIVAN SR
400 NORTH FLAGLER DRIVE NO 2002
 
WEST PALM BEACH, FL33408

$ 15,349


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SULLIVAN FAMILY FUND
  		Employer identification number

34-1537311
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1300 SH: ENERGY TRANSFER LP $ 16,900 2023-02-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 200 SH: ABBVIE INC $ 27,724 2023-05-25
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 100 SH: ABBVIE INC $ 15,349 2023-09-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SULLIVAN FAMILY FUND
  		Employer identification number

34-1537311
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
SULLIVAN FAMILY FUND
EIN:
34-1537311
Name of Stock End of Year Book Value End of Year Fair Market Value
F&F, LTD. 922,093 922,093

TY 2023 OtherDecreasesSchedule
Name:
SULLIVAN FAMILY FUND
EIN:
34-1537311
Description Amount
UNREALIZED GAIN/LOSS ADJUSTMENT 3,480


TY 2023 OtherExpensesSchedule
Name:
SULLIVAN FAMILY FUND
EIN:
34-1537311
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS 8,487 8,487 0 0
BANK CHARGES 270 270 0 0
MISCELLANEOUS EXPENSE 700 700 0 0
ACCOUNTING FEES 6,600 6,600 0 0


TY 2023 TaxesSchedule
Name:
SULLIVAN FAMILY FUND
EIN:
34-1537311
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES - FOREIGN 972 972 0 0