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
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.
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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
Among its reported 2024 grants, the largest include New York University ($100,000), Phillips Academy ($100,000), Chernobyl Childrens Project International Inc ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 826 BOSTON ROXBURY, MA | GENERAL FUND | $50,000 |
| AMERICAN RED CROSS MEDFORD, MA | GENERAL FUND | $1,000 |
| ANTI DEFAMATION LEAGUE NEW YORK, NY | GENERAL FUND | $15,000 |
| BOCA RATON REGIONAL HOSPITAL BOCA RATON, FL | GENERAL FUND | $5,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER BOSTON, MA | GENERAL FUND | $5,000 |
| BOSTON MEDICAL CENTER BOSTON, MA | GENERAL FUND | $25,000 |
| BOYS TOWN PROVIDENCE, RI | GENERAL FUND | $5,000 |
| BRIGHAM AND WOMENS HOSPITAL BOSTON, MA | FOR COVID-19 RESPONSE FUND | $10,000 |
| CENTER FOR TRANSFORMATIVE ACTION ITHACA, NY | GRANT FOR OPEN DOOR ENGLISH | $10,000 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC NORTHPORT, NY | GENERAL FUND | $60,000 |
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
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.
Explore Open Grants
Browse active grant opportunities in Sumner Roy Kates Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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