Sumner Roy Kates Charitable Trust
No verified information about the Sumner Roy Kates Charitable Trust was found in the provided sources.
Key facts about Sumner Roy Kates Charitable Trust
- EIN
- 81-2865402
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $862,000
- Grants made (2024)
- 44
- Average grant
- $19,591
- Median grant
- $10,000
- New grantees (estimate)
- 7% first-time grantees (3 of 44, 2024)
- Total assets
- $10,977,579
- Primary geography
- Massachusetts (58% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Sumner Roy Kates Charitable Trust funds
By grant dollars, the top recipient states for Sumner Roy Kates Charitable Trust's 44 itemized 2024 grants were Massachusetts (58%) and New York (35%). The most frequent recipient cities were Boston, MA (15 grants), New York, NY (5 grants), Boca Raton, FL (2 grants) and Cambridge, MA (2 grants). 84% of grants with a stated purpose were for general or operating support.
Is Sumner Roy Kates Charitable Trust open to new grantees?
7%
first-time grantees, 2024
In 2024, 3 of 44 grantees (7%) were first-time recipients. First grants averaged $15K; repeat grants $20K. How we count
Medians: $10K first-time, $10K repeat.
- 91% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Sumner Roy Kates Charitable Trust
- How to evaluate Sumner Roy Kates Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.0M
+1.7% YoY
Annual Giving
$862K
+5.4% YoY
Grant Count
44
+4.8% YoY
Avg Grant Size
$20K
+0.6% YoY
Under IRS private-foundation payout rules, Sumner Roy Kates Charitable Trust reported a distributable amount of $1.0M for 2024 — the minimum it must pay out in qualifying distributions.
Ready to take the next step with Sumner Roy Kates Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 44 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,977,579 | $10,796,927 | $11,099,789 |
| Revenue | $1,222,457 | $680,103 | $502,616 |
| Expenses | $1,041,782 | $982,965 | $1,201,862 |
| Qualifying Distributions | $904,964 | $858,326 | $1,028,617 |
| Net Investment Income | $1,155,718 | $543,448 | $326,964 |
| Distributable Amount | $1,038,664 | $917,073 | $937,300 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
184 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include New York University ($100,000), Phillips Academy ($100,000), Chernobyl Childrens Project International Inc ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW YORK UNIVERSITY New York, NY | FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND | $100,000 |
| PHILLIPS ACADEMY Andover, MA | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | $100,000 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC Northport, NY | GENERAL FUND | $60,000 |
| 826 BOSTON Roxbury, MA | GENERAL FUND | $50,000 |
| DOCTORS WITHOUT BORDERS New York, NY | FOR GENERAL PURPOSE | $50,000 |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON Houston, TX | CIZIK SCHOOL OF NURSING IN SUPPORT OF WORK OF DR. EMILY BARR | $40,000 |
| GEORGE EASTMAN MUSEUM Rochester, NY | FOR GENERAL PURPOSE | $35,000 |
| PERKINS SCHOOL FOR THE BLIND Watertown, MA | GENERAL FUND | $30,000 |
| BOSTON MEDICAL CENTER Boston, MA | GENERAL FUND | $25,000 |
| INTERNATIONAL COMMITTEE OF THE RED CROSS New York, NY | GENERAL FUND | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Thomas P Jalkut | Trustee | 5 | — |
| James D Tobin | Trustee | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What size grants does Sumner Roy Kates Charitable Trust award?
In 2024, Sumner Roy Kates Charitable Trust awarded 44 grants totaling $862K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Sumner Roy Kates Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sumner Roy Kates Charitable Trust reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sumner Roy Kates Charitable Trust's EIN?
Sumner Roy Kates Charitable Trust's EIN (Employer Identification Number) is 81-2865402. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.