Civic Intelligence

The Sakonnet Foundation

990PF • Fiscal year 2015 • EIN 45-6507465

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profile
200 Clarendon Street 35th FloorBoston, MA 02116

(617) 316-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

92nd percentile

33%

Faster asset growth than 92% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$13,141,334

Up $3,253,488 (+33%) from 2014

Net Assets

Up

$13,141,334

Up $3,253,488 (+33%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Up

$7,345,818

Up $1,155,422 (+19%) from 2014

Expenses

Up

$455,389

Up $199,294 (+78%) from 2014

Net Income

Up

$6,890,429

Up $956,128 (+16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $1,256,773Liabilities 2011: $02011Assets 2012: $3,044,498Liabilities 2012: $0Net Assets 2012: $3,044,4982012Assets 2013: $4,442,666Liabilities 2013: $0Net Assets 2013: $4,442,6662013Assets 2014: $9,887,846Liabilities 2014: $0Net Assets 2014: $9,887,8462014Assets 2015: $13,141,334Liabilities 2015: $0Net Assets 2015: $13,141,3342015Assets 2016: $20,088,671Liabilities 2016: $0Net Assets 2016: $20,088,6712016Assets 2017: $30,188,414Liabilities 2017: $0Net Assets 2017: $30,188,4142017Assets 2018: $49,592,446Liabilities 2018: $0Net Assets 2018: $49,592,4462018Assets 2019: $51,758,434Liabilities 2019: $0Net Assets 2019: $51,758,4342019Assets 2020: $51,602,400Liabilities 2020: $0Net Assets 2020: $51,602,4002020Assets 2021: $65,741,710Liabilities 2021: $0Net Assets 2021: $65,741,7102021Assets 2022: $62,252,733Liabilities 2022: $0Net Assets 2022: $62,252,7332022Assets 2023: $63,906,270Liabilities 2023: $0Net Assets 2023: $63,906,2702023Assets 2024: $69,033,536Liabilities 2024: $0Net Assets 2024: $69,033,5362024

Highlighted filing

2015

Assets$13,141,334
Liabilities$0
Net Assets$13,141,334
Open 2015 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Revenue 2011: $2,076,979Expenses 2011: $16,000Net Income 2011: $2,060,9792011Expenses 2012: $22,6122012Revenue 2013: $1,539,168Expenses 2013: $141,000Net Income 2013: $1,398,1682013Revenue 2014: $6,190,396Expenses 2014: $256,095Net Income 2014: $5,934,3012014Revenue 2015: $7,345,818Expenses 2015: $455,389Net Income 2015: $6,890,4292015Revenue 2016: $8,192,276Expenses 2016: $1,020,716Net Income 2016: $7,171,5602016Revenue 2017: $11,072,724Expenses 2017: $972,986Net Income 2017: $10,099,7382017Revenue 2018: $20,543,698Expenses 2018: $1,139,854Net Income 2018: $19,403,8442018Revenue 2019: $4,507,728Expenses 2019: $2,335,379Net Income 2019: $2,172,3492019Revenue 2020: $8,892,287Expenses 2020: $3,135,941Net Income 2020: $5,756,3462020Revenue 2021: $16,756,553Expenses 2021: $3,526,244Net Income 2021: $13,230,3092021Revenue 2022: $6,866,898Expenses 2022: $4,238,202Net Income 2022: $2,628,6962022Revenue 2023: $6,092,581Expenses 2023: $4,438,680Net Income 2023: $1,653,9012023Revenue 2024: $12,674,100Expenses 2024: $4,984,536Net Income 2024: $7,689,5642024

Highlighted filing

2015

Revenue$7,345,818
Expenses$455,389
Net Income$6,890,429
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN T CALLAGHANTrustee-$0--
JULIE N CALLAGHANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sakonnet Foundation
EIN
45-6507465
Phone
6173166300
Address
200 CLARENDON STREET 35TH FLOOR, BOSTON, MA 02116

Signing Officer

Name
Kevin T Callaghan
Title
Trustee
Phone
6173166300
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Moriarty & Primack Pc
Address
ONE MONARCH PLACE STE 900, SPRINGFIELD, MA 01144-4011
Preparer
Douglas Theobald
Phone
4137391800
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MORIARTY & PRIMACK, PC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0775
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-A, LINE 12
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION TREATED THE DISTRIBUTION AS A QUALIFYING DISTRIBUTION AS IT WAS USED EXCLUSIVELY FOR PURPOSES STIPULATED UNDER IRC 170(C)(2)(B) TO FURTHER BENEFIT A 501(C)(3) ORGANIZATION.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0266439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0910599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14767980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010,228 SHS OF CARTER HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120,871 SHS TRANSDIGM, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0526780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1863883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2299691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3299789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4863236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5595982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61159560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7816524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81513178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012,248 SHS OF ISHARES MSCI EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113,394 SHS OF ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24,113 SHS OF ISHARES U S REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38,024 SHS OF ISHARES EUROPE DEVELOPED REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt422,073 SHS OF SPDR INDEX SHS FDS EURO STOXX 50 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt514,523 SHS OF VANGUARD INTL EQUITY INDEX FDS FTSE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt619,949 SHS OF SPRTN TOTAL MKT INDX FID ADVANTAGE CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HIGHVISTA II LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8STOCKBRIDGE COINVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0394263
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1786496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2308804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3301622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4759973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5475047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61170433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7952145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81567726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0125204
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-19736
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt098
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05250
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0HIGHVISTA II LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1STOCKBRIDGE COINVESTORS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-120013
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt16912
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-236
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-15152
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-2383
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-15290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-17673
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0446000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0446000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07363491
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125204
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125204
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06890429
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027925
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04346
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-19638
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-113101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-128489
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0446000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07572
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0455389
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07345818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt022531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-22531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-25032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt319943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-22531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-25032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt319943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt119943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1 - HIGHVISTA II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM K-1 - HIGHVISTA II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM K-1 - STOCKBRIDGE COINVESTORS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FROM K-1 - STOCKBRIDGE COINVESTORS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FROM K-1 - HIGHVISTA II LP UBTI INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-19736
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06890429
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03636941
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016778275
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09887846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013141334
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0697529
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0697529
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0697529
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0697618
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/DistributableAmountGrp/TotalTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09968
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010057
IRS990PF/FMVAssetsEOYAmt018331360
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04470230
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05936272
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05936272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0266439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0266439
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05678579
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03141
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05148036
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06938623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06716509
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09887846
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013141334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09887846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013141334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018331360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09887846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013141334
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09887846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013141334
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014164840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03901129
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07665085
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0212473
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02598626
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0697618
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013952367
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014164840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEVIN T CALLAGHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE N CALLAGHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 POSSUM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 POSSUM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0155653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0155742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0187715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0113648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.011156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.019742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.024653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013952367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09508427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04609831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02851228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0919945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0446000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.044623
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0445911
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0446000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt089
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0446000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0CRA 200 CLARENDON ST 35TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021165021
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DANIEL CARBONNEAU - CASTLE ROCK ADV
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173166300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KEVIN T CALLAGHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0446000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KEVIN T CALLAGHAN CHARITABLE TRUST AT THE FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 SEAPORT BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0446000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0514
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0445486
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0697529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0446000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0697015
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0445486
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KEVIN T CALLAGHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KEVIN T CALLAGHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2KEVIN T CALLAGHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3KEVIN T CALLAGHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4KEVIN T CALLAGHAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 POSSUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 POSSUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21 POSSUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt31 POSSUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41 POSSUM ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4WESTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002493
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102493
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202493
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd302493
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd402493
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01525000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12889634
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt22200000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3747307
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt41550
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum14
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02889634
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1747307
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc012,801 SHS OF TRANSDIGM GROUP, INC. (TDG-NYSE)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13,290 SHS OF TRANSDIGM GROUP, INC. (TDG-NYSE)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-06-04

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,141,334
Liabilities
$0
Net assets
$13,141,334
Revenue
$7,345,818
Expenses
$455,389
Net income
$6,890,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$12.7$4.98$7.69
2023Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$6.09$4.44$1.65
2022Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$6.87$4.24$2.63
2021Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$16.8$3.53$13.2
2020Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$8.89$3.14$5.76
2019Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$4.51$2.34$2.17
2018Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$20.5$1.14$19.4
2017Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$11.1$0.97$10.1
2016Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$8.19$1.02$7.17
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$7.35$0.46$6.89
2014Detailed filing. Detailed filing data is available for this year.$9.89$0.00$9.89$6.19$0.26$5.93
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$1.54$0.14$1.40
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.02
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$2.08$0.02$2.06