Private Foundation

THE SAKONNET FOUNDATION C/O CASTLE ROCK ADVISORS

THE SAKONNET FOUNDATION C/O CASTLE ROCK ADVISORS is a Private Foundation headquartered in BOSTON, MA. Financial data from the 2024 filing: $12.7M revenue, $5.0M expenses, $69.0M total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $19.8M.

EIN: 456507465 BOSTON, MA Latest filing: 2024

Total Revenue$12.7M

Total Expenses$5.0M

Total Assets$69.0M

Grants Given7

Grant Total$19.8M

Filing Years2019–2024

Sample Grants Given

KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND

CINCINNATI, OH · 2024

GENERAL FUND

$4,537,000

KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND

CINCINNATI, OH · 2023

GENERAL FUND

$4,072,000

KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND

CINCINNATI, OH · 2022

GENERAL FUND

$3,900,000

KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND

CINCINNATI, OH · 2020

GENERAL FUND

$3,000,000

KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND

CINCINNATI, OH · 2019

GENERAL FUND

$2,200,000

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

TRUSTEE Julie N Callaghan

TRUSTEE Kevin T Callaghan

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL FUND

$19,754,000 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$12.7M	$5.0M	$69.0M
2023	$6.1M	$4.4M	$63.9M
2022	$6.9M	$4.2M	$62.3M
2020	$8.9M	$3.1M	$51.6M
2019	$4.5M	$2.3M	$51.8M

Between 2019 and 2024, reported annual revenue grew from $4.5M to $12.7M (+181%), with total assets most recently reported at $69.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OH.

OH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE SAKONNET FOUNDATION C/O CASTLE ROCK ADVISORS

Complete financials, all 7 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports