Private Foundation

SUMNER ROY KATES CHARITABLE TRUST #0762147

Based in BOSTON, MA, SUMNER ROY KATES CHARITABLE TRUST #0762147 operates as a Private Foundation. The organization reported $1.0M in revenue, $1.3M in expenses, $10.8M in total assets for fiscal year 2025. Imperigo tracks 235 reported grants from this foundation totaling approximately $5.1M.

EIN: 812865402 BOSTON, MA Private Grantmaking Foundations NTEE: T20 Latest filing: 2025

Total Revenue$1.0M

Total Expenses$1.3M

Total Assets$10.8M

Grants Given235

Grant Total$5.1M

Filing Years2021–2025

Sample Grants Given

PHILLIPS ACADEMY

ANDOVER, MA · 2025

FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/4/23

$100,000

NEW YORK UNIVERSITY

NEW YORK, NY · 2025

FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086)

$100,000

CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC

NORTHPORT, NY · 2025

GENERAL FUND

$60,000

826 BOSTON

ROXBURY, MA · 2025

GENERAL FUND

$50,000

DOCTORS WITHOUT BORDERS

NEW YORK, NY · 2025

FOR WORK IN GAZA

$50,000

Showing up to 5 of 235 total records — full history available with membership.

Officers & Directors

TRUSTEE James D Tobin

TRUSTEE Thomas P Jalkut

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL FUND

$2,289,000 178 grants

FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21

$800,250 4 grants

FOR GENERAL PURPOSE

$475,000 14 grants

FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086)

$402,430 4 grants

FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND

$195,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1.0M	$1.3M	$10.8M
2024	$1.2M	$1.0M	$11.0M
2023	$680K	$983K	$10.8M
2022	$503K	$1.2M	$11.1M
2021	$465K	$1.1M	$11.8M

Between 2021 and 2025, reported annual revenue grew from $465K to $1.0M (+125%), with total assets most recently reported at $10.8M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, CT, DC, FL, MA, and 4 other states.

CACOCTDCFLMANYPARITX

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

See the full picture for SUMNER ROY KATES CHARITABLE TRUST #0762147

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Sample Grants Given

Officers & Directors

Top Grant Purposes

Financial Trends

Grant Geography

Similar Organizations in MA

See the full picture for SUMNER ROY KATES CHARITABLE TRUST #0762147