Sumner Roy Kates Charitable Trust
EIN 812865402 Private FoundationTotal Given 2020–2024
$4.1M
184 grants · $819K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$25K
grant size
83%
deep partner · 49/59 multi-year
repeat
$21.8M
Assets (2024)
59
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(617) 439-2000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $524K | $19.6M | $344K | 31 |
| 2021 | $919K | $22.2M | $465K | 38 |
| 2022 | $973K | $17.3M | $503K | 29 |
| 2023 | $818K | $19.9M | $680K | 42 |
| 2024 | $862K | $21.8M | $1.2M | 44 |
Grant Size Distribution
Based on 184 grants on record
Minimum
$320
25th Pctl
$5K
Median
$10K
Average
$22K
75th Pctl
$25K
Maximum
$334K
Geographic Distribution
Texas Counties Served
2.2% of US grants
· Rank #5 of 9 states
$91K across
4 grants
2 of 254 counties
Top 2 counties
- 1 Harris
- 2 Dallas
Officers & Directors
Grants Awarded (184 total)
| Purpose | ||||
|---|---|---|---|---|
| Phillips Academy | Andover, MA | $333,500 | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | 2021 |
| 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 |
| Kates Charitable Trust - TSOA Hoffman Scholarship T3086 | New York, NY | $100,000 | FOR NYU HOFFMAN SCHOLARSHIP | 2021 |
| 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 |
| Phillips Academy | Andover, MA | $100,000 | FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | 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 |
| Phillips Academy | Andover, MA | $50,000 | TO ESTABLISH ENDOWED SCHOLARSHIPS | 2020 |
| Doctors Without Borders | New York, NY | $50,000 | FOR GENERAL PURPOSE | 2020 |
| Chernobyl Childrens Project International Inc | Northport, NY | $50,000 | GENERAL FUND | 2023 |
| 826 Boston | Roxbury, MA | $50,000 | GENERAL FUND | 2024 |
| Doctors Without Borders | New York, NY | $50,000 | FOR GENERAL PURPOSE | 2024 |
| New York University | New York, NY | $42,430 | FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086) | 2021 |
| 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 |
| 826 Boston | Roxbury, MA | $25,000 | GENERAL FUND | 2020 |
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