Before you apply to Sumner Roy Kates Charitable Trust #0762147
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
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
NEW YORK UNIVERSITY
FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086)
$100,000
PHILLIPS ACADEMY
FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/4/23
$100,000
CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC
GENERAL FUND
$60,000
REVOLUTIONARY SPACES INC
GENERAL FUND
$50,000
826 BOSTON
GENERAL FUND
$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
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.