Civic Intelligence

The Sakonnet Foundation

990T • Fiscal year 2020 • EIN 45-6507465

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

200 Clarendon Street 35th FloorBoston, MA 02116

(617) 316-6300

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$69,033,536
Liabilities$0
Net Assets$69,033,536

Operations Trend

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

Latest loaded filing

2024

Revenue$12,674,100
Expenses$4,984,536
Net Income$7,689,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v1.1
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
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Douglas Theobald
Phone
4137391800
Raw XML Appendix85 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
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IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt0192
IRS1041ScheduleD/Form4797GainOrLossAmt075
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt078
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IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0114
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt078
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IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt0192
IRS990T/BooksInCareOfDetail/PersonNm0DANIEL CARBONNEAU - CASTLE ROCK AD
IRS990T/BooksInCareOfDetail/PhoneNum06173166300
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0CRA 200 CLARENDON ST 35TH FL
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0021165021
IRS990T/BookValueAssetsEOYAmt051799072
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01297
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0192
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
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IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01105
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt01297
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/UBIBeforeNOLDedAmt01297
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IRS990T/SubsidiaryCorporationInd00
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
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IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01297
IRS990T/TotalUBTIComputedAmt01297
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN T CALLAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173166300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAKONNET FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CASTLE ROCK ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0SAKO
ReturnHeader/Filer/EIN0456507465
ReturnHeader/Filer/PhoneNum06173166300
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 CLARENDON STREET 35TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001144
ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS THEOBALD
ReturnHeader/ReturnTs02021-11-15T07:58:38-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALLAGHAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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