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 $1.2M in revenue, $1.0M in expenses, $11.0M in total assets for fiscal year 2024. Imperigo tracks 184 reported grants from this foundation totaling approximately $4.1M.

EIN: 812865402 BOSTON, MA Latest filing: 2024

Total Revenue$1.2M

Total Expenses$1.0M

Total Assets$11.0M

Grants Given184

Grant Total$4.1M

Filing Years2020–2024

Sample Grants Given

NEW YORK UNIVERSITY

NEW YORK, NY · 2024

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

$100,000

PHILLIPS ACADEMY

ANDOVER, MA · 2024

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

$100,000

CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC

NORTHPORT, NY · 2024

GENERAL FUND

$60,000

DOCTORS WITHOUT BORDERS

NEW YORK, NY · 2024

FOR GENERAL PURPOSE

$50,000

826 BOSTON

ROXBURY, MA · 2024

GENERAL FUND

$50,000

Showing up to 5 of 184 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

$1,653,500 136 grants

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

$800,250 4 grants

FOR GENERAL PURPOSE

$450,000 13 grants

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

$302,430 3 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
2024	$1.2M	$1.0M	$11.0M
2023	$680K	$983K	$10.8M
2022	$503K	$1.2M	$11.1M
2021	$465K	$1.1M	$11.8M
2020	$344K	$668K	$12.4M

Between 2020 and 2024, reported annual revenue grew from $344K to $1.2M (+255%), with total assets most recently reported at $11.0M.

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, FL, MA, NY, and 3 other states.

CACOCTFLMANYRITXVA

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

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