Sumner Roy Kates Charitable Trust
No verified information about the Sumner Roy Kates Charitable Trust was found in the provided sources.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS P JALKUT | TRUSTEE | 5 | — |
| JAMES D TOBIN | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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John J Mcardle Iii & Joan C Mcardle
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Total Given
$205K
Massachusetts Association of Realtors
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Assets
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Total Given
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Communities for Restorative Justice
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Assets
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Total Given
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Hingham Historical Society Inc
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Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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