SUMNER ROY KATES CHARITABLE TRUST
https://N/A
$21.8M
Total Assets (2024)
$884K
Avg Yearly Giving (2022–2024)
$2.7M
Giving on File
(3 yrs)
(3 yrs)
115
Grants on File
$20K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6174392000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $19.6M | $344K | N/A |
| 2021 | N/A | $22.2M | $465K | N/A |
| 2022 | $973K | $17.3M | $503K | 29 |
| 2023 | $818K | $19.9M | $680K | 42 |
| 2024 | $862K | $21.8M | $1.2M | 44 |
Grant Size Distribution
Based on 115 grants on record
Minimum
$320
25th Pctl
$5K
Median
$10K
Average
$23K
75th Pctl
$25K
Maximum
$239K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| THOMAS P JALKUT | TRUSTEE | — |
| JAMES D TOBIN | TRUSTEE | — |
Grants Awarded (115 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| NEW YORK UNIVERSITY | NEW YORK, NY | $239,000 | FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086) | 2022 |
| PHILLIPS ACADEMY | ANDOVER, MA | $200,000 | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | 2023 |
| GEORGE EASTMAN MUSEUM | ROCHESTER, NY | $171,592 | TOTAL EXPENSES IN CONNECTION WITH THE COMPLETION AND EXHIBITIONS EVENTS FOR THE BRONZE SCULPTURE OF THE LATE PHILIP... | 2022 |
| PHILLIPS ACADEMY | ANDOVER, MA | $166,750 | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | 2022 |
| PHILLIPS ACADEMY | ANDOVER, MA | $100,000 | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | 2024 |
| NEW YORK UNIVERSITY | NEW YORK, NY | $100,000 | FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND | 2024 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC | NORTHPORT, NY | $75,000 | GENERAL FUND | 2022 |
| GEORGE EASTMAN MUSEUM | ROCHESTER, NY | $75,000 | FOR GENERAL PURPOSE | 2022 |
| NEW YORK UNIVERSITY | NEW YORK, NY | $70,000 | FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND | 2023 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC | NORTHPORT, NY | $60,000 | GENERAL FUND | 2024 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | BOSTON, MA | $55,000 | GENERAL FUND | 2023 |
| 826 BOSTON | ROXBURY, MA | $50,000 | GENERAL FUND | 2024 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC | NORTHPORT, NY | $50,000 | GENERAL FUND | 2023 |
| DOCTORS WITHOUT BORDERS | NEW YORK, NY | $50,000 | FOR GENERAL PURPOSE | 2024 |
| DOCTORS WITHOUT BORDERS | NEW YORK, NY | $40,000 | FOR GENERAL PURPOSE | 2023 |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | HOUSTON, TX | $40,000 | CIZIK SCHOOL OF NURSING IN SUPPORT OF WORK OF DR. EMILY BARR | 2024 |
| GEORGE EASTMAN MUSEUM | ROCHESTER, NY | $35,000 | FOR GENERAL PURPOSE | 2024 |
| PERKINS SCHOOL FOR THE BLIND | WATERTOWN, MA | $30,000 | GENERAL FUND | 2023 |
| PERKINS SCHOOL FOR THE BLIND | WATERTOWN, MA | $30,000 | GENERAL FUND | 2024 |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | HOUSTON, TX | $25,000 | CIZIK SCHOOL OF NURSING IN SUPPORT OF WORK OF DR. EMILY BARR | 2023 |
| 826 BOSTON | ROXBURY, MA | $25,000 | GENERAL FUND | 2023 |
| ST FRANCIS HOUSE | BOSTON, MA | $25,000 | GENERAL FUND | 2022 |
| BOSTON MEDICAL CENTER | BOSTON, MA | $25,000 | GENERAL FUND | 2024 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $25,000 | FOR GENERAL PURPOSE | 2023 |
| NEW ENGLAND AQUARIUM | BOSTON, MA | $25,000 | FOR GENERAL PURPOSE | 2022 |