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 CHARITABLE TRUST
 
% ROBERT J SULLIVAN JR
Number and street (or P.O. box number if mail is not delivered to street address)2200 SOUTH UTICA PLACE UNIT 7D
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74114
A Employer identification number

23-7369119
B Telephone number (see instructions)

(918) 625-9434
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$462,731J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 20,074 20,074  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,961
b Gross sales price for all assets on line 6a 168,234
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........ 17,113 20,074  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,700 5,700    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,575 5,575    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
174 174    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,449 11,449   0
25 Contributions, gifts, grants paid....... 24,000 24,000
26 Total expenses and disbursements. Add lines 24 and 25 35,449 11,449   24,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,336
b Net investment income (if negative, enter -0-) 8,625
c Adjusted net income (if negative, enter -0-)...  
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............. 94 394 394
2 Savings and temporary cash investments......... 3,511 6,316 6,316
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 320,448 Click to see attachment
List of Attached Documents:
// Content
260,358 		299,500
c Investments—corporate bonds (attach schedule)....... 122,424 Click to see attachment
List of Attached Documents:
// Content
161,073 		156,521
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) 446,477 428,141 462,731
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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........... 446,477 428,141
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 446,477 428,141
30 Total liabilities and net assets/fund balances (see instructions). 446,477 428,141
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
446,477
2
Enter amount from Part I, line 27a .....................
2
-18,336
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
428,141
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
428,141
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 ACCENTURE PLC IRELAND CL A P 2022-12-05 2023-01-25
b ACCENTURE PLC IRELAND CL A P 2022-12-05 2023-02-21
c ACCENTURE PLC IRELAND CL A P 2022-12-09 2023-02-22
d ADVANCED MICRO DEVICES P 2023-05-24 2023-10-25
e ADVANCED MICRO DEVICES P 2023-05-25 2023-10-25
ADVANCED MICRO DEVICES P 2023-05-26 2023-10-25
AIR PROD & CHEM INC P 2022-12-05 2023-02-07
ALPHABET INC CL A P 2023-01-30 2023-02-10
ALPHABET INC CL A P 2023-02-07 2023-02-10
ALPHABET INC CL C P 2023-01-30 2023-02-10
ALPHABET INC CL C P 2023-02-07 2023-02-10
ANALOG DEVICES INC P 2022-07-20 2023-06-14
ANALOG DEVICES INC P 2022-07-20 2023-07-07
ANALOG DEVICES INC P 2022-11-16 2023-07-07
APPLE INC P 2022-12-05 2023-09-07
APPLE INC P 2023-05-08 2023-09-07
ASML HOLDING NV NY REG NEW P 2023-06-29 2023-08-01
ASML HOLDING NV NY REG NEW P 2023-06-29 2023-10-06
ASTRAZENECA PLC ADR P 2022-07-18 2023-02-02
ASTRAZENECA PLC ADR P 2022-07-18 2023-02-07
ASTRAZENECA PLC ADR P 2022-07-18 2023-06-05
ASTRAZENECA PLC ADR P 2022-09-27 2023-06-05
ASTRAZENECA PLC ADR P 2022-10-07 2023-06-05
ATLASSIAN CORPORATION CL A P 2023-02-07 2023-10-06
ATLASSIAN CORPORATION CL A P 2023-02-07 2023-12-26
ATLASSIAN CORPORATION CL A P 2023-06-07 2023-12-26
BIOTECNHE CORP P 2022-12-05 2023-01-17
BOEING CO P 2023-06-07 2023-09-29
BOEING CO P 2023-06-07 2023-10-02
BOSTON SCIENTIFIC CORP P 2023-07-18 2023-10-13
CATERPILLAR INC P 2023-08-01 2023-11-01
CATERPILLAR INC P 2023-08-02 2023-11-01
CATERPILLAR INC P 2023-08-04 2023-11-01
CATERPILLAR INC P 2023-08-17 2023-11-01
CATERPILLAR INC P 2023-08-21 2023-11-01
CSX CORP P 2022-05-12 2023-01-30
CSX CORP P 2022-05-12 2023-03-08
CSX CORP P 2022-05-12 2023-03-24
CSX CORP P 2022-07-25 2023-03-24
CSX CORP P 2022-07-26 2023-03-24
CSX CORP P 2022-11-11 2023-03-24
DANAHER CORPORATION P 2022-10-04 2023-05-25
DANAHER CORPORATION P 2022-11-02 2023-05-25
DANAHER CORPORATION P 2022-11-04 2023-05-25
DEERE & CO P 2022-08-24 2023-05-01
DOLLAR TREE INC P 2022-10-17 2023-03-24
DOLLAR TREE INC P 2022-10-17 2023-05-26
DOLLAR TREE INC P 2022-05-23 2023-05-26
DOLLAR TREE INC P 2022-10-17 2023-08-25
DOLLAR TREE INC P 2022-10-17 2023-08-28
ELI LILLY & CO P 2023-08-09 2023-10-06
ELI LILLY & CO P 2023-11-01 2023-12-14
ESTEE LAUDER CO INC CL A P 2022-12-01 2023-02-07
HILTON WORLDWIDE HLDGS INC P 2022-05-04 2023-05-01
HILTON WORLDWIDE HLDGS INC P 2023-02-01 2023-05-01
IDEXX LABS P 2022-12-01 2023-07-18
IDEXX LABS P 2022-12-01 2023-08-01
IDEXX LABS P 2022-12-06 2023-08-01
IDEXX LABS P 2023-08-23 2023-12-14
INTUIT INC P 2023-01-27 2023-05-12
INTUITIVE SURGICAL INC P 2023-01-26 2023-08-09
INTUITIVE SURGICAL INC P 2023-01-26 2023-10-06
INTUITIVE SURGICAL INC P 2023-01-26 2023-10-13
ISHARES RUSSELL 1000 VALUE ETF P 2022-12-14 2023-01-17
ISHARES RUSSELL 1000 VALUE ETF P 2022-12-16 2023-01-17
LAM RESEARCH CORPORATION P 2023-04-21 2023-08-01
LULULEMON ATHLETICA INC P 2023-09-20 2023-11-16
MASTERCARD INC CL A P 2022-11-07 2023-05-31
MC DONALDS CORP P 2023-02-22 2023-06-07
MC DONALDS CORP P 2023-03-16 2023-06-07
META PLATFORMS INC CL A P 2023-05-02 2023-11-30
META PLATFORMS INC CL A P 2023-05-17 2023-11-30
MONOLITHIC PWR SYSTMS INC P 2023-05-26 2023-12-15
MONOLITHIC PWR SYSTMS INC P 2023-05-26 2023-12-26
NIKE INC B P 2023-06-07 2023-08-23
NIKE INC B P 2023-06-14 2023-08-23
NVIDIA CORPORATION P 2023-02-10 2023-08-17
NVIDIA CORPORATION P 2023-02-10 2023-09-20
O'REILLY AUTOMOTIVE INC NEW P 2023-05-22 2023-06-14
PALO ALTO NETWORKS INC P 2022-12-05 2023-05-01
PALO ALTO NETWORKS INC P 2022-12-05 2023-05-03
PARKER HANNIFIN CORP P 2023-03-08 2023-07-19
PARKER HANNIFIN CORP P 2023-03-08 2023-07-21
SCHLUMBERGER LTD P 2022-07-25 2023-01-30
SCHLUMBERGER LTD P 2022-08-30 2023-01-30
SCHLUMBERGER LTD P 2022-07-25 2023-02-02
SCHLUMBERGER LTD P 2022-07-25 2023-02-07
SCHLUMBERGER LTD P 2022-09-30 2023-02-07
SCHLUMBERGER LTD P 2022-07-26 2023-03-27
SCHLUMBERGER LTD P 2022-09-30 2023-03-27
SERVICENOW INC P 2022-12-09 2023-11-03
SERVICENOW INC P 2022-12-09 2023-11-30
SERVICENOW INC P 2022-12-09 2023-12-01
STARBUCKS CORP WASHINGTON P 2022-07-01 2023-03-16
STARBUCKS CORP WASHINGTON P 2022-05-05 2023-05-04
STARBUCKS CORP WASHINGTON P 2022-05-06 2023-05-04
STARBUCKS CORP WASHINGTON P 2022-07-01 2023-05-04
STARBUCKS CORP WASHINGTON P 2023-11-16 2023-12-05
SYNOPSYS INC P 2023-06-29 2023-12-27
TESLA INC P 2023-01-27 2023-04-21
TESLA INC P 2023-02-10 2023-04-21
UBER TECHNOLOGIES INS P 2023-02-07 2023-06-07
UBER TECHNOLOGIES INS P 2023-02-08 2023-06-07
UBER TECHNOLOGIES INS P 2023-02-07 2023-06-29
UBER TECHNOLOGIES INS P 2023-09-08 2023-12-04
UBER TECHNOLOGIES INS P 2023-10-13 2023-12-04
UBER TECHNOLOGIES INS P 2023-11-01 2023-12-04
UBER TECHNOLOGIES INS P 2023-02-07 2023-12-05
UBER TECHNOLOGIES INS P 2023-10-13 2023-12-05
UBER TECHNOLOGIES INS P 2023-02-07 2023-12-13
UBER TECHNOLOGIES INS P 2023-02-07 2023-12-21
UNION PACIFIC CORP P 2022-12-01 2023-02-17
UNION PACIFIC CORP P 2022-12-01 2023-02-23
UNION PACIFIC CORP P 2022-12-01 2023-03-16
UNION PACIFIC CORP P 2022-12-05 2023-03-16
UNITEDHEALTH GP INC P 2022-09-28 2023-06-14
UNITEDHEALTH GP INC P 2023-02-10 2023-06-14
VEEVA SYS INC CL A P 2022-11-04 2023-05-17
VEEVA SYS INC CL A P 2022-12-08 2023-05-17
VERTEX PHARMACEUTICALS P 2023-05-31 2023-11-03
VERTEX PHARMACEUTICALS P 2023-06-05 2023-11-03
VISA INC CL A P 2022-03-15 2023-03-06
VISA INC CL A P 2022-07-13 2023-03-16
VISA INC CL A P 2022-07-13 2023-05-08
ZOETIS INC CLASS A P 2022-06-30 2023-02-01
ZOETIS INC CLASS A P 2022-06-23 2023-02-07
ADOBE INC P 2015-02-19 2023-03-02
ADOBE INC P 2015-02-16 2023-03-03
AGILENT TECHNOLOGIES P 2021-02-25 2023-06-02
AGILENT TECHNOLOGIES P 2021-03-08 2023-06-02
AGILENT TECHNOLOGIES P 2020-11-23 2023-06-07
AGILENT TECHNOLOGIES P 2020-12-09 2023-06-07
AGILENT TECHNOLOGIES P 2021-03-08 2023-06-07
ALPHABET INC CL A P 2014-02-06 2023-02-10
ALPHABET INC CL A P 2014-02-06 2023-02-15
AMAZON COM INC P 2014-02-06 2023-01-05
AMAZON COM INC P 2014-02-06 2023-01-06
ANALOG DEVICES INC P 2021-05-06 2023-05-26
ANALOG DEVICES INC P 2022-01-10 2023-05-26
ANALOG DEVICES INC P 2021-05-06 2023-05-30
ANALOG DEVICES INC P 2021-05-06 2023-06-14
BLACKSTONE ALT MULTI-STRAT I P 2017-11-24 2023-10-25
CHIPOTLE MEXICAN GRILL INC COM P 2020-03-13 2023-05-24
CHIPOTLE MEXICAN GRILL INC COM P 2020-03-13 2023-06-07
CHIPOTLE MEXICAN GRILL INC COM P 2020-03-13 2023-07-28
CHIPOTLE MEXICAN GRILL INC COM P 2020-03-13 2023-08-01
CLEARBRIDGE AGGRESSIVE GWTH I P 2018-12-31 2023-12-11
CLEARBRIDGE AGGRESSIVE GWTH I P 2022-01-10 2023-12-11
CLEARBRIDGE AGGRESSIVE GWTH I P 2022-01-28 2023-12-11
COSTAR GROUP INC P 2014-09-11 2023-02-23
COSTCO WHOLESALE CORP NEW P 2022-07-01 2023-07-03
COSTCO WHOLESALE CORP NEW P 2022-07-01 2023-07-18
COSTCO WHOLESALE CORP NEW P 2022-06-30 2023-07-19
COSTCO WHOLESALE CORP NEW P 2022-07-01 2023-07-19
COSTCO WHOLESALE CORP NEW P 2022-06-30 2023-10-06
DEERE & CO P 2022-01-26 2023-05-08
E V FLOATING RATE I P 2014-08-04 2023-10-25
E V FLOATING RATE I P 2017-03-14 2023-10-25
E V FLOATING RATE I P 2018-06-15 2023-10-25
ESTEE LAUDER CO INC CL A P 2020-05-21 2023-02-07
GARTNER INC P 2022-06-30 2023-11-20
GARTNER INC P 2022-06-30 2023-11-30
GARTNER INC P 2022-06-30 2023-12-15
GARTNER INC P 2022-06-30 2023-12-21
HILTON WORLDWIDE HLDGS INC P 2022-04-05 2023-05-01
IDEXX LABS P 2022-12-06 2023-12-14
IDEXX LABS P 2022-12-06 2023-12-21
INTUIT INC P 2016-12-01 2023-05-25
INTUIT INC P 2017-01-03 2023-05-25
INTUITIVE SURGICAL INC P 2022-06-23 2023-07-14
INTUITIVE SURGICAL INC P 2022-06-23 2023-07-18
INTUITIVE SURGICAL INC P 2022-06-30 2023-07-18
IQVIA HOLDINGS INC P 2020-05-21 2023-04-28
IQVIA HOLDINGS INC P 2020-07-29 2023-04-28
LAM RESEARCH CORPORATION P 2022-11-11 2023-11-30
LAM RESEARCH CORPORATION P 2022-11-11 2023-12-01
LAM RESEARCH CORPORATION P 2022-11-11 2023-12-13
LINDE PLC P 2018-06-29 2023-08-04
LINDE PLC P 2018-06-29 2023-10-06
LINDE PLC P 2018-06-29 2023-10-11
LINDE PLC P 2018-11-05 2023-10-11
LINDE PLC P 2018-11-05 2023-11-30
LULULEMON ATHLETICA INC P 2020-09-23 2023-05-31
LULULEMON ATHLETICA INC P 2020-09-23 2023-11-16
LULULEMON ATHLETICA INC P 2020-09-23 2023-12-15
MAINSTAY CUSHING MLP PREMIER I P 2018-12-31 2023-10-25
MAINSTAY CUSHING MLP PREMIER I P 2022-01-10 2023-10-25
MASTERCARD INC CL A P 2021-12-17 2023-05-31
MICROSOFT CORP P 2016-01-21 2023-01-05
MICROSOFT CORP P 2016-01-21 2023-02-07
MSCI INC COM P 2020-03-20 2023-10-06
NVIDIA CORPORATION P 2019-09-05 2023-08-21
NVIDIA CORPORATION P 2019-09-05 2023-09-01
PIMCO TOTAL RETURN I2 P 2014-02-06 2023-12-11
PIMCO TOTAL RETURN I2 P 2020-12-31 2023-12-11
PIMCO TOTAL RETURN I2 P 2021-01-11 2023-12-11
PIMCO TOTAL RETURN I2 P 2016-10-10 2023-12-27
PIMCO TOTAL RETURN I2 P 2017-03-14 2023-12-27
PIMCO TOTAL RETURN I2 P 2017-11-13 2023-12-27
PIMCO TOTAL RETURN I2 P 2017-12-29 2023-12-27
PIMCO TOTAL RETURN I2 P 2019-03-04 2023-12-27
PIMCO TOTAL RETURN I2 P 2019-11-07 2023-12-27
PIMCO TOTAL RETURN I2 P 2019-12-31 2023-12-27
PIMCO TOTAL RETURN I2 P 2021-01-11 2023-12-27
PIMCO TOTAL RETURN I2 P 2021-06-16 2023-12-27
PIMCO TOTAL RETURN I2 P 2021-06-25 2023-12-27
PIMCO TOTAL RETURN I2 P 2021-09-09 2023-12-27
SERVICENOW INC P 2022-12-09 2023-12-13
SERVICENOW INC P 2022-12-09 2023-12-15
UNITEDHEALTH GP INC P 2014-10-16 2023-06-14
UNITEDHEALTH GP INC P 2014-10-16 2023-06-29
UNITEDHEALTH GP INC P 2014-10-16 2023-08-02
UNITEDHEALTH GP INC P 2014-10-16 2023-08-09
VEEVA SYS INC CL A P 2018-05-31 2023-05-17
VEEVA SYS INC CL A P 2018-06-05 2023-05-17
VEEVA SYS INC CL A P 2022-05-16 2023-05-17
VIRTUS VONTOBEL EMRG MKT OPP I P 2014-02-06 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2014-08-04 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2014-08-05 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2016-12-30 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2018-11-05 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2021-12-27 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2022-01-28 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2022-02-10 2023-12-11
VIRTUS VONTOBEL EMRG MKT OPP I P 2022-04-19 2023-12-11
ZOETIS INC CLASS-A P 2016-02-26 2023-03-22
ZOETIS INC CLASS-A P 2016-03-22 2023-03-24
ZOETIS INC CLASS-A P 2016-03-24 2023-03-24
ALPHABET INC CL C P 2014-02-06 2023-02-10
ALPHABET INC CL C P 2014-02-06 2023-02-15
(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 271   291 -20
b 269   291 -22
c 271   291 -20
d 201   222 -21
e 231   283 -52
145   190 -45
285   316 -31
95   98 -3
95   107 -12
95   99 -4
95   108 -13
273   231 42
107   92 15
154   132 22
285   236 49
353   347 6
27   28 -1
89   108 -19
63   67 -4
128   135 -7
219   202 17
73   53 20
219   166 53
120   110 10
95   71 24
69   50 19
568   578 -10
270   298 -28
178   201 -23
117   124 -7
227   287 -60
31   40 -9
81   100 -19
111   135 -24
83   99 -16
121   132 -11
90   99 -9
141   165 -24
141   157 -16
169   188 -19
28   32 -4
229   276 -47
229   250 -21
229   244 -15
382   382  
137   138 -1
259   255 4
19   21 -2
209   232 -23
183   203 -20
73   69 4
183   170 13
261   233 28
145   147 -2
145   145  
523   423 100
19   15 4
15   12 3
117   104 13
426   427 -1
93   76 17
42   36 6
48   44 4
28,882   28,654 228
5,208   4,937 271
307   223 84
118   112 6
23   20 3
282   270 12
22   21 1
152   111 41
329   243 86
187   153 34
451   369 82
207   226 -19
350   402 -52
172   84 88
371   182 189
196   201 -5
364   338 26
533   508 25
83   75 8
135   122 13
113   72 41
57   39 18
52   36 16
108   72 36
216   143 73
281   213 68
140   108 32
317   207 110
135   79 56
94   55 39
200   158 42
315   235 80
105   76 29
210   158 52
91   102 -11
210   173 37
164   179 -15
164   200 -36
105   94 11
78   73 5
99   81 18
110   85 25
116   84 32
35   26 9
9   5 4
64   48 16
269   151 118
127   72 55
200   215 -15
193   215 -22
576   646 -70
192   212 -20
458   513 -55
458   492 -34
166   166  
166   170 -4
29   25 4
195   173 22
227   203 24
214   201 13
464   402 62
166   173 -7
166   169 -3
329   78 251
341   78 263
118   124 -6
23   23  
233   224 9
117   116 1
94   94  
95   29 66
387   116 271
250   53 197
172   35 137
32   28 4
174   166 8
133   118 15
11   9 2
6,017   6,309 -292
718   216 502
95   29 66
163   53 110
118   37 81
1,942   2,447 -505
10,508   12,942 -2,434
773   879 -106
354   76 278
391   351 40
50   44 6
39   34 5
102   89 13
18   16 2
381   376 5
3,847   4,207 -360
5,194   5,637 -443
474   516 -42
261   178 83
310   179 131
52   29 23
61   34 27
443   245 198
145   152 -7
25   19 6
78   59 19
412   113 299
412   115 297
222   129 93
131   77 54
5   3 2
376   286 90
188   161 27
187   131 56
48   34 14
92   63 29
311   133 178
49   22 27
20   9 11
75   32 43
79   31 48
176   168 8
85   64 21
120   77 43
742   543 199
4,496   3,642 854
364   351 13
223   51 172
268   51 217
59   29 30
349   33 316
60   5 55
11,604   14,690 -3,086
4,084   5,135 -1,051
2,784   3,467 -683
3,216   3,763 -547
14,373   16,458 -2,085
681   801 -120
2,687   3,168 -481
1,404   1,616 -212
458   547 -89
2,620   3,117 -497
212   257 -45
1,516   1,800 -284
1,929   2,297 -368
726   873 -147
182   101 81
170   97 73
140   26 114
33   6 27
123   21 102
91   15 76
166   77 89
166   82 84
166   165 1
4,395   5,252 -857
1,461   2,040 -579
2,083   2,898 -815
742   891 -149
312   427 -115
1,497   1,988 -491
306   387 -81
259   336 -77
175   203 -28
164   43 121
163   43 120
327   85 242
95   29 66
291   86 205
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       -20
b       -22
c       -20
d       -21
e       -52
      -45
      -31
      -3
      -12
      -4
      -13
      42
      15
      22
      49
      6
      -1
      -19
      -4
      -7
      17
      20
      53
      10
      24
      19
      -10
      -28
      -23
      -7
      -60
      -9
      -19
      -24
      -16
      -11
      -9
      -24
      -16
      -19
      -4
      -47
      -21
      -15
       
      -1
      4
      -2
      -23
      -20
      4
      13
      28
      -2
       
      100
      4
      3
      13
      -1
      17
      6
      4
      228
      271
      84
      6
      3
      12
      1
      41
      86
      34
      82
      -19
      -52
      88
      189
      -5
      26
      25
      8
      13
      41
      18
      16
      36
      73
      68
      32
      110
      56
      39
      42
      80
      29
      52
      -11
      37
      -15
      -36
      11
      5
      18
      25
      32
      9
      4
      16
      118
      55
      -15
      -22
      -70
      -20
      -55
      -34
       
      -4
      4
      22
      24
      13
      62
      -7
      -3
      251
      263
      -6
       
      9
      1
       
      66
      271
      197
      137
      4
      8
      15
      2
      -292
      502
      66
      110
      81
      -505
      -2,434
      -106
      278
      40
      6
      5
      13
      2
      5
      -360
      -443
      -42
      83
      131
      23
      27
      198
      -7
      6
      19
      299
      297
      93
      54
      2
      90
      27
      56
      14
      29
      178
      27
      11
      43
      48
      8
      21
      43
      199
      854
      13
      172
      217
      30
      316
      55
      -3,086
      -1,051
      -683
      -547
      -2,085
      -120
      -481
      -212
      -89
      -497
      -45
      -284
      -368
      -147
      81
      73
      114
      27
      102
      76
      89
      84
      1
      -857
      -579
      -815
      -149
      -115
      -491
      -81
      -77
      -28
      121
      120
      242
      66
      205
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 -2,961
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  
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) 1 120
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  
3 Add lines 1 and 2........................... 3 120
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 120
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 758
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 758
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 638
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow638 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowOK
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 arrowROBERT J SULLIVAN JR Telephone no.right arrow (918) 625-9434

Located atright arrow2200 SOUTH UTICA PLACE UNIT 7DTULSAOK ZIP+4right arrow74114
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
 
No
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
ROBERT J SULLIVAN JR TRUSTEE
2.0 		0 0 0
2200 SOUTH UTICA PLACE UNIT 7D
TULSA,OK74114
ANTHONY J LAUINGER TRUSTEE
2.0 		0 0 0
1923 EAST 47TH
TULSA,OK74114
WILLIAM L SCHLOSS III TRUSTEE
2.0 		0 0 0
1735 EAST 30TH PLACE
TULSA,OK74117
MARTIN F SULLIVAN TRUSTEE
2.0 		0 0 0
5270 BIRMINGHAM DRIVE 102
NAPLES,FL34110
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
 
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
 
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 arrow  
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
447,061
b
Average of monthly cash balances.......................
1b
6,504
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
453,565
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
453,565
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,803
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
446,762
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,338
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
22,338
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
120
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
120
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,218
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
22,218
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
22,218
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
24,000
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
24,000
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 22,218
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 7,794
b From 2019...... 9,449
c From 2020...... 8,970
d From 2021...... 197
e From 2022...... 4,903
f Total of lines 3a through e ........ 31,313
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 24,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 22,218
e Remaining amount distributed out of corpus 1,782
5 Excess distributions carryover applied to 2023.    
(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 33,095
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...... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		7,794
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		25,301
10 Analysis of line 9:
a Excess from 2019.... 9,449
b Excess from 2020.... 8,970
c Excess from 2021.... 197
d Excess from 2022.... 4,903
e Excess from 2023.... 1,782
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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ATTN ROBERT J SULLIVAN JR
2200 SOUTH UTICA PLACE UNIT 7D
TULSA,OK74114
(918) 625-9434
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

UNIVERSITY OF NOTRE DAME (MBA AND UNDERGRADUATE

SCHOLARSHIP PROGRAMS
NOTRE DAME,IN46556 		NONE PC EDUCATIONAL 16,000

FRIENDS OF CATHOLIC EDUCATION

1924 SOUTH UTICA STE 1004
TULSA,OK74101 		NONE PC EDUCATIONAL 2,500

DREXEL ACADEMY

1 W 36TH STREET NORTH SUITE 3
TULSA,OK74106 		NONE PC EDUCATIONAL 5,500
Total .................................right arrow 3a 24,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 20,074  
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 -2,961  
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) ..   17,113  
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,113
(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


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Form 990PF - Special Condition Description:
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TY 2023 DepreciationSchedule
Name:
SULLIVAN CHARITABLE TRUST
EIN:
23-7369119
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
SULLIVAN CHARITABLE TRUST
EIN:
23-7369119
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD TOTAL BOND MARKET 51,369 51,869
INVESCO PREM US GOVT MNY INST 27,864 27,864
E V FLOATING RATE I 81,840 76,788

TY 2023 InvestmentsCorpStockSchedule
Name:
SULLIVAN CHARITABLE TRUST
EIN:
23-7369119
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 2,835 3,898
APPLE INC 2,231 2,962
META PLATFORMS INC CL A 1,279 1,961
ALPHABET INC-CL A 929 1,636
INTUIT 0 0
MASTERCARD INC CL A 441 1,253
SALESFORCE.COM INC 999 1,247
UNION PACIFIC CORP 589 600
UNITED HEALTH GP INC 263 790
VISA INC CL A 210 1,041
ZOETIS INC CLASS-A 0 0
AMERICAN EUROPACIFIC GRW F2 48,114 53,526
CLEARBRIDGE AGGRESSIVE GWTH I 1,189 1,204
DAVIS NEW YORK VENTURE Y 58,844 62,559
PIMCO TOTAL RETURN I2 18,668 16,740
VIRTUS VONTOBEL EMERG MKTS I 0 0
ADOBE INC 0 0
COSTAR GROUP 0 0
MAINSTAY CUSHING MLP PREMIER I 16,150 30,352
MICROSOFT CORP 2,385 6,393
MOODY'S CORP 183 781
NETFLIX INC 774 895
NVIDIA CORPORATION 345 2,419
ALPHABET INC CL C 819 1,495
BLACKSTONE ALT MULT-STRAT INST 45,283 44,105
AGILENT TECHNOLOGIES 0 0
LINDE PLC 259 662
VEEVA SYS INC CL A 0 0
WORKDAY INC CL A 953 1,289
ASTRAZENECA PLC ADS 0 0
ASML HOLDING NV NY REG NEW 610 972
ATLASSIAN CORP CL A 351 492
CHIPOTLE MEXICAN GRILL INC COM 330 1,105
ESTEE LAUDER CO INC CL A 0 0
IQVIA HOLDINGS INC 0 0
LULULEMON ATHLETICA INC 300 523
MSCI INC COM 361 647
SERVICENOW INC 641 1,163
ISHARES RUSSELL 1000 VALUE ETF 0 0
INVESCO GLB REAL ESTATE Y 15,288 14,185
ANALOG DEVICES INC 365 482
BIO-TECHNE CORP 0 0
HILTON WORLDWIDE HLDGS INC 451 728
MCDONALDS CORP 625 684
ISHARES RUSSELL 1000 GRW ETF 13,028 13,449
ACCENTURE PLC IRELAND CL A 461 456
AIR PROD & CHEM INC 0 0
COSTCO WHOLESALE CORP NEW 431 591
CSX CORP 0 0
DANAHER CORPORATION 0 0
DEERE & CO 0 0
DOLLAR TREE INC 0 0
GARTNER INC 0 0
IDEXX LABS 425 554
INTUITIVE SURGICAL INC 678 1,134
LAM RESEARCH CORPORATION 572 876
PALO ALTO NETWORKS INC 0 0
SCHLUMBERGER LTD 457 455
STARBUCKS CORP WASHINGTON 243 226
BOSTON SCIENTIFIC CORP 474 530
BROADCOM INC 1,135 1,462
DEXCOM INC 478 647
ELI LILLY & CO 569 709
KKR & CO INC CL A 578 637
O'REILLY AUTOMOTIVE INC NEW 732 747
PARKER HANNIFIN CORP 595 807
SNOWFLAKE INC CL A 526 665
SYNOPSIS INC 429 594
TESLA INC 684 742
THERMO FISHER SCIENTIFIC 518 530
UBER TECHNOLOGIES INC 259 457
VERTEX PHARMACEUTICALS 583 746
VANGUARD FTSE EMERGING MARKETS 12,087 12,310
VIRTUS SGA EMG MKTS EQ I 1,352 1,387

TY 2023 OtherProfessionalFeesSchedule
Name:
SULLIVAN CHARITABLE TRUST
EIN:
23-7369119
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT/ BROKERAGE FEES 5,575 5,575    


TY 2023 TaxesSchedule
Name:
SULLIVAN CHARITABLE TRUST
EIN:
23-7369119
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 174 174