Sumner Roy Kates Charitable Trust

BOSTON, MA EIN: 81-2865402 Website

Philanthropy, Voluntarism & Grantmaking

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Ready to take the next step with Sumner Roy Kates Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $2.5M (60%)

New York $1.4M (34%)

Texas $91K (2%)

Florida $69K (2%)

Colorado $40K (1%)

Rhode Island $30K (1%)

Connecticut $20K (0%)

California $6K (0%)

+1 more states

States

California Colorado Connecticut Florida Massachusetts New York Rhode Island Texas Virginia

Cities

AndoverBoca RatonBostonBronxBrooklineCambridgeCantonChelmsfordChelseaColorado SpringsDallasDorchesterFairfieldFranklinGypsumHoustonIthacaJamica PlainLexingtonMedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.