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Also known as: C/O CASTLE ROCK ADVISORS
Sakonnet Foundation is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2012. The principal officer is % Castle Rock Advisors. It holds total assets of $69M. Annual income is reported at $14.2M. The foundation operates in the area of philanthropy & grantmaking. According to available records, Sakonnet Foundation has made 3 grants totaling $11.9M, with a median grant of $3.9M. Annual giving has decreased from $7.8M in 2022 to $4.1M in 2023. Individual grants have ranged from $3.9M to $4.1M, with an average award of $4M. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
Sakonnet Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in OH.
Sakonnet Foundation has distributed a total of $11.9M across 3 grants. The median grant size is $3.9M, with an average of $4M. Individual grants have ranged from $3.9M to $4.1M.
Sakonnet Foundation typically selects its grantees rather than accepting unsolicited proposals.
Sakonnet Foundation is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kevin T Callaghan | TRUSTEE | $0 | $0 | $0 |
| Julie N Callaghan | TRUSTEE | $0 | $0 | $0 |
Total Giving
$4.4M
Total Assets
$63.9M
Fair Market Value
$102.5M
Net Worth
$63.9M
Grants Paid
$4.1M
Contributions
$8K
Net Investment Income
$6M
Distribution Amount
$4.5M
Total: $8.6M
Total Grants
3
Total Giving
$11.9M
Average Grant
$4M
Median Grant
$3.9M
Unique Recipients
1
Most Common Grant
$3.9M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kevin T Callaghan Charitable Trust At The Fidelity Charitable Gift FundGENERAL FUND | Cincinnati, OH | $4.1M | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2015 | 990PF | View |
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