Sumner Roy Kates Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sumner Roy Kates Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 81-2865402
Foundation Overview
Based in Boston, MA, Sumner Roy Kates Charitable Trust has awarded 328 grants totaling $7,722,096 to organizations in Massachusetts, Florida and 7 other states across the US. Individual grants range from $320 to $333,500, with a median award of $10,000.
Latest Tax Year
2024
Total Giving (all years)
$7,722,096
Total Assets
$21,797,422
Median Grant (all grants)
$10,000
Latest Form 990-PF Snapshot
Total Grants
88
Median Grant
$10,000
% No Significant Change
0%
(vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year:
March 2026
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
Closed Network: 7%
6 of 88 recipients (7%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
Massachusetts
67% of grants are awarded in Massachusetts, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Boston (50%), Cambridge (10%), Canton (6%).
Funding Trajectory
+65%
Strong 65% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
General Purposes + 3 others
Diversified giving across multiple program areas with primary emphasis on general purposes (61%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
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Grants & Funding
Analyzing past grantees provides valuable insights into Sumner Roy Kates Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| 826 Boston | $50,000 | Roxbury, MA, US | General Fund | 2024 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2024 |
| Anti Defamation League | $15,000 | New York, NY, US | General Fund | 2024 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2024 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2024 |
| Boston Medical Center | $25,000 | Boston, MA, US | General Fund | 2024 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2024 |
| Brigham And Womens Hospital | $10,000 | Boston, MA, US | For Covid-19 Response Fund | 2024 |
| Center For Transformative Action | $10,000 | Ithaca, NY, US | Grant For Open Door English | 2024 |
| Chernobyl Childrens Project International Inc | $60,000 | Northport, NY, US | General Fund | 2024 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2024 |
| Community Servings Inc | $10,000 | Jamica Plain, MA, US | General Fund | 2024 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2024 |
| Dana Farber Cancer Institute | $10,000 | Boston, MA, US | General Fund | 2024 |
| Doctors Without Borders | $50,000 | New York, NY, US | For General Purpose | 2024 |
| George Eastman Museum | $35,000 | Rochester, NY, US | For General Purpose | 2024 |
| Harvard Magazine Inc | $1,500 | Cambridge, MA, US | General Fund | 2024 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2024 |
| International Committee Of The Red Cross | $25,000 | New York, NY, US | General Fund | 2024 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2024 |
| Jessie's Place | $10,000 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2024 |
| Jewish Family And Childrens Foundation | $10,000 | Waltham, MA, US | General Fund | 2024 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2024 |
| La Colaborativa Inc | $10,000 | Chelsea, MA, US | General Fund | 2024 |
| Labyrinth Theater Company | $2,500 | New York, NY, US | General Fund | 2024 |
| Massachusetts Breast Cancer Coalition | $5,000 | Franklin, MA, US | General Fund | 2024 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2024 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2024 |
| Museum Of Fine Arts Boston | $10,000 | Boston, MA, US | General Fund | 2024 |
| Museum Of Science Boston | $10,000 | Boston, MA, US | General Fund | 2024 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2024 |
| New England Baptist Hospital | $10,000 | Boston, MA, US | General Fund | 2024 |
| New York University | $100,000 | New York, NY, US | For Nyu Daily Gift Account Fbo Sumner Kates Char Tr Fbo Philip Seymour Hoffman Scholarship Fund | 2024 |
| Perkins School For The Blind | $30,000 | Watertown, MA, US | General Fund | 2024 |
| Phillips Academy | $100,000 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2024 |
| Revolutionary Spaces Inc | $25,000 | Boston, MA, US | Fund For Plannning And Renovations Of The Exhibit At The Old State House | 2024 |
| Rosies Place | $25,000 | Boston, MA, US | General Fund | 2024 |
| Roundup River Ranch | $10,000 | Gypsum, CO, US | General Fund | 2024 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2024 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2024 |
| The Greater Boston Food Bank | $20,000 | Boston, MA, US | General Fund | 2024 |
| The Salvation Army | $25,000 | Canton, MA, US | General Fund | 2024 |
| The University Of Texas Health Science Center At Houston | $40,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2024 |
| Wikimedia Foundation | $3,000 | San Francisco, CA, US | General Fund | 2024 |
| 826 Boston | $50,000 | Roxbury, MA, US | General Fund | 2024 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2024 |
| Anti Defamation League | $15,000 | New York, NY, US | General Fund | 2024 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2024 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2024 |
| Boston Medical Center | $25,000 | Boston, MA, US | General Fund | 2024 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2024 |
| Brigham And Womens Hospital | $10,000 | Boston, MA, US | For Covid-19 Response Fund | 2024 |
| Center For Transformative Action | $10,000 | Ithaca, NY, US | Grant For Open Door English | 2024 |
| Chernobyl Childrens Project International Inc | $60,000 | Northport, NY, US | General Fund | 2024 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2024 |
| Community Servings Inc | $10,000 | Jamica Plain, MA, US | General Fund | 2024 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2024 |
| Dana Farber Cancer Institute | $10,000 | Boston, MA, US | General Fund | 2024 |
| Doctors Without Borders | $50,000 | New York, NY, US | For General Purpose | 2024 |
| George Eastman Museum | $35,000 | Rochester, NY, US | For General Purpose | 2024 |
| Harvard Magazine Inc | $1,500 | Cambridge, MA, US | General Fund | 2024 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2024 |
| International Committee Of The Red Cross | $25,000 | New York, NY, US | General Fund | 2024 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2024 |
| Jessie's Place | $10,000 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2024 |
| Jewish Family And Childrens Foundation | $10,000 | Waltham, MA, US | General Fund | 2024 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2024 |
| La Colaborativa Inc | $10,000 | Chelsea, MA, US | General Fund | 2024 |
| Labyrinth Theater Company | $2,500 | New York, NY, US | General Fund | 2024 |
| Massachusetts Breast Cancer Coalition | $5,000 | Franklin, MA, US | General Fund | 2024 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2024 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2024 |
| Museum Of Fine Arts Boston | $10,000 | Boston, MA, US | General Fund | 2024 |
| Museum Of Science Boston | $10,000 | Boston, MA, US | General Fund | 2024 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2024 |
| New England Baptist Hospital | $10,000 | Boston, MA, US | General Fund | 2024 |
| New York University | $100,000 | New York, NY, US | For Nyu Daily Gift Account Fbo Sumner Kates Char Tr Fbo Philip Seymour Hoffman Scholarship Fund | 2024 |
| Perkins School For The Blind | $30,000 | Watertown, MA, US | General Fund | 2024 |
| Phillips Academy | $100,000 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2024 |
| Revolutionary Spaces Inc | $25,000 | Boston, MA, US | Fund For Plannning And Renovations Of The Exhibit At The Old State House | 2024 |
| Rosies Place | $25,000 | Boston, MA, US | General Fund | 2024 |
| Roundup River Ranch | $10,000 | Gypsum, CO, US | General Fund | 2024 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2024 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2024 |
| The Greater Boston Food Bank | $20,000 | Boston, MA, US | General Fund | 2024 |
| The Salvation Army | $25,000 | Canton, MA, US | General Fund | 2024 |
| The University Of Texas Health Science Center At Houston | $40,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2024 |
| Wikimedia Foundation | $3,000 | San Francisco, CA, US | General Fund | 2024 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2023 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2023 |
| Anti Defamation League | $15,000 | New York, NY, US | General Fund | 2023 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2023 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2023 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2023 |
| Brigham And Womens Hospital | $10,000 | Boston, MA, US | For Covid-19 Response Fund | 2023 |
| Chernobyl Childrens Project International Inc | $50,000 | Northport, NY, US | General Fund | 2023 |
| Combined Jewish Philanthropies Of Greater Boston | $55,000 | Boston, MA, US | General Fund | 2023 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2023 |
| Dana Farber Cancer Institute | $10,000 | Boston, MA, US | General Fund | 2023 |
| Doctors Without Borders | $40,000 | New York, NY, US | For General Purpose | 2023 |
| George Eastman Museum | $25,000 | Rochester, NY, US | For General Purpose | 2023 |
| George Eastman Museum | $320 | Rochester, NY, US | Total Expenses In Connection With The Completion And Exhibitions Events For The Bronze Sculpture Of The Late Philip Seymour Hoffman. | 2023 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2023 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2023 |
| International Committee Of The Red Cross | $25,000 | New York, NY, US | General Fund | 2023 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2023 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2023 |
| Jewish Family And Childrens Foundation | $10,000 | Waltham, MA, US | General Fund | 2023 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2023 |
| La Colaborativa Inc | $10,000 | Chelsea, MA, US | General Fund | 2023 |
| Labyrinth Theater Company | $2,500 | New York, NY, US | General Fund | 2023 |
| Massachusetts Breast Cancer Coalition | $5,000 | Franklin, MA, US | General Fund | 2023 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2023 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2023 |
| Museum Of Science Boston | $10,000 | Boston, MA, US | General Fund | 2023 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2023 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2023 |
| New England Baptist Hospital | $10,000 | Boston, MA, US | General Fund | 2023 |
| New York University | $70,000 | New York, NY, US | For Nyu Daily Gift Account Fbo Sumner Kates Char Tr Fbo Philip Seymour Hoffman Scholarship Fund | 2023 |
| New York University | $21,000 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (T3086) | 2023 |
| Perkins School For The Blind | $30,000 | Watertown, MA, US | General Fund | 2023 |
| Phillips Academy | $200,000 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2023 |
| Rosies Place | $10,000 | Boston, MA, US | General Fund | 2023 |
| Roundup River Ranch | $10,000 | Gypsum, CO, US | General Fund | 2023 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2023 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2023 |
| The Greater Boston Food Bank | $10,000 | Boston, MA, US | General Fund | 2023 |
| The Salvation Army | $20,000 | Canton, MA, US | General Fund | 2023 |
| The University Of Texas Health Science Center At Houston | $25,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2023 |
| Wikimedia Foundation | $3,000 | San Francisco, CA, US | General Fund | 2023 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2023 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2023 |
| Anti Defamation League | $15,000 | New York, NY, US | General Fund | 2023 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2023 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2023 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2023 |
| Brigham And Womens Hospital | $10,000 | Boston, MA, US | For Covid-19 Response Fund | 2023 |
| Chernobyl Childrens Project International Inc | $50,000 | Northport, NY, US | General Fund | 2023 |
| Combined Jewish Philanthropies Of Greater Boston | $55,000 | Boston, MA, US | General Fund | 2023 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2023 |
| Dana Farber Cancer Institute | $10,000 | Boston, MA, US | General Fund | 2023 |
| Doctors Without Borders | $40,000 | New York, NY, US | For General Purpose | 2023 |
| George Eastman Museum | $25,000 | Rochester, NY, US | For General Purpose | 2023 |
| George Eastman Museum | $320 | Rochester, NY, US | Total Expenses In Connection With The Completion And Exhibitions Events For The Bronze Sculpture Of The Late Philip Seymour Hoffman. | 2023 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2023 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2023 |
| International Committee Of The Red Cross | $25,000 | New York, NY, US | General Fund | 2023 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2023 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2023 |
| Jewish Family And Childrens Foundation | $10,000 | Waltham, MA, US | General Fund | 2023 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2023 |
| La Colaborativa Inc | $10,000 | Chelsea, MA, US | General Fund | 2023 |
| Labyrinth Theater Company | $2,500 | New York, NY, US | General Fund | 2023 |
| Massachusetts Breast Cancer Coalition | $5,000 | Franklin, MA, US | General Fund | 2023 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2023 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2023 |
| Museum Of Science Boston | $10,000 | Boston, MA, US | General Fund | 2023 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2023 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2023 |
| New England Baptist Hospital | $10,000 | Boston, MA, US | General Fund | 2023 |
| New York University | $70,000 | New York, NY, US | For Nyu Daily Gift Account Fbo Sumner Kates Char Tr Fbo Philip Seymour Hoffman Scholarship Fund | 2023 |
| New York University | $21,000 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (T3086) | 2023 |
| Perkins School For The Blind | $30,000 | Watertown, MA, US | General Fund | 2023 |
| Phillips Academy | $200,000 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2023 |
| Rosies Place | $10,000 | Boston, MA, US | General Fund | 2023 |
| Roundup River Ranch | $10,000 | Gypsum, CO, US | General Fund | 2023 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2023 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2023 |
| The Greater Boston Food Bank | $10,000 | Boston, MA, US | General Fund | 2023 |
| The Salvation Army | $20,000 | Canton, MA, US | General Fund | 2023 |
| The University Of Texas Health Science Center At Houston | $25,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2023 |
| Wikimedia Foundation | $3,000 | San Francisco, CA, US | General Fund | 2023 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2022 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2022 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2022 |
| Boston Museum Of Science | $10,000 | Boston, MA, US | General Fund | 2022 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2022 |
| Chernobyl Childrens Project International Inc | $75,000 | Northport, NY, US | General Fund | 2022 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2022 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2022 |
| Doctors Without Borders | $25,000 | New York, NY, US | For General Purpose | 2022 |
| George Eastman Museum | $75,000 | Rochester, NY, US | For General Purpose | 2022 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Irish Cultural Center | $5,000 | Canton, MA, US | General Fund | 2022 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2022 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2022 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2022 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2022 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2022 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2022 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2022 |
| New York University | $239,000 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (t3086) | 2022 |
| Perkins School For The Blind | $15,000 | Watertown, MA, US | General Fund | 2022 |
| Phillips Academy | $166,750 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2022 |
| President & Fellows Of Harvard College | $10,000 | Cambridge, MA, US | General Fund | 2022 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2022 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2022 |
| The Salvation Army | $5,000 | Canton, MA, US | General Fund | 2022 |
| The University Of Texas Health Science Center At Houston | $25,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2022 |
| George Eastman Museum | $171,592 | Rochester, NY, US | Total Expenses In Connection With The Completion And Exhibitions Events For The Bronze Sculpture Of The Late Philip Seymour Hoffman. | 2022 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2022 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2022 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2022 |
| Boston Museum Of Science | $10,000 | Boston, MA, US | General Fund | 2022 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2022 |
| Chernobyl Childrens Project International Inc | $75,000 | Northport, NY, US | General Fund | 2022 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2022 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2022 |
| Doctors Without Borders | $25,000 | New York, NY, US | For General Purpose | 2022 |
| George Eastman Museum | $75,000 | Rochester, NY, US | For General Purpose | 2022 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Irish Cultural Center | $5,000 | Canton, MA, US | General Fund | 2022 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2022 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2022 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2022 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2022 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2022 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2022 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2022 |
| New York University | $239,000 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (T3086) | 2022 |
| Perkins School For The Blind | $15,000 | Watertown, MA, US | General Fund | 2022 |
| Phillips Academy | $166,750 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2022 |
| President & Fellows Of Harvard College | $10,000 | Cambridge, MA, US | General Fund | 2022 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2022 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2022 |
| The Salvation Army | $5,000 | Canton, MA, US | General Fund | 2022 |
| The University Of Texas Health Science Center At Houston | $25,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2022 |
| George Eastman Museum | $171,592 | Rochester, NY, US | Total Expenses In Connection With The Completion And Exhibitions Events For The Bronze Sculpture Of The Late Philip Seymour Hoffman. | 2022 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2022 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2022 |
| Boca Raton Regional Hospital | $5,000 | Boca Raton, FL, US | General Fund | 2022 |
| Boston Museum Of Science | $10,000 | Boston, MA, US | General Fund | 2022 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2022 |
| Chernobyl Childrens Project International Inc | $75,000 | Northport, NY, US | General Fund | 2022 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2022 |
| Cristo Rey Boston High School | $15,000 | Dorchester, MA, US | General Fund | 2022 |
| Doctors Without Borders | $25,000 | New York, NY, US | For General Purpose | 2022 |
| George Eastman Museum | $75,000 | Rochester, NY, US | For General Purpose | 2022 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2022 |
| Irish Cultural Center | $5,000 | Canton, MA, US | General Fund | 2022 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2022 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2022 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2022 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2022 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2022 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2022 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2022 |
| New York University | $239,000 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (T3086) | 2022 |
| Perkins School For The Blind | $15,000 | Watertown, MA, US | General Fund | 2022 |
| Phillips Academy | $166,750 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2022 |
| President & Fellows Of Harvard College | $10,000 | Cambridge, MA, US | General Fund | 2022 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2022 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2022 |
| The Salvation Army | $5,000 | Canton, MA, US | General Fund | 2022 |
| The University Of Texas Health Science Center At Houston | $25,000 | Houston, TX, US | Cizik School Of Nursing In Support Of Work Of Dr. Emily Barr | 2022 |
| George Eastman Museum | $171,592 | Rochester, NY, US | Total Expenses In Connection With The Completion And Exhibitions Events For The Bronze Sculpture Of The Late Philip Seymour Hoffman. | 2022 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2021 |
| Beth Israel Deaconess Medical Center | $25,000 | Boston, MA, US | General Fund | 2021 |
| Boca Raton Regional Hospital | $25,000 | Boca Raton, FL, US | General Fund | 2021 |
| Boston Children's Hospital | $25,000 | Boston, MA, US | General Fund | 2021 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2021 |
| Boston Medical Center | $25,000 | Boston, MA, US | General Fund | 2021 |
| Boston Museum Of Science | $10,000 | Boston, MA, US | General Fund | 2021 |
| Boys Town | $10,000 | Providence, RI, US | General Fund | 2021 |
| Combined Jewish Philanthropies Of Greater Boston | $15,000 | Boston, MA, US | General Fund | 2021 |
| Dana Farber Cancer Institute | $5,000 | Boston, MA, US | General Fund | 2021 |
| Doctors Without Borders | $25,000 | New York, NY, US | For General Purpose | 2021 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2021 |
| Irish Cultural Center | $5,000 | Canton, MA, US | General Fund | 2021 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2021 |
| Massachusetts General Hospital | $25,000 | Boston, MA, US | General Fund | 2021 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2021 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2021 |
| Perkins School For The Blind | $15,000 | Watertown, MA, US | General Fund | 2021 |
| Phillips Academy | $333,500 | Andover, MA, US | For Installments Of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21 | 2021 |
| President & Fellows Of Harvard College | $10,000 | Cambridge, MA, US | Grant To Be Used Exclusively To Support Harvard Extension School | 2021 |
| Save The Children | $10,000 | Fairfield, CT, US | General Fund | 2021 |
| St Francis House | $25,000 | Boston, MA, US | General Fund | 2021 |
| Temple Ohabei Shalom | $10,000 | Brookline, MA, US | General Fund | 2021 |
| The Greater Boston Food Bank | $25,000 | Boston, MA, US | General Fund | 2021 |
| The Salvation Army | $5,000 | Canton, MA, US | General Fund | 2021 |
| Tufts Medical Center | $25,000 | Boston, MA, US | General Fund | 2021 |
| American Heart Association | $1,000 | Dallas, TX, US | General Fund | 2021 |
| American Red Cross | $1,000 | Medford, MA, US | General Fund | 2021 |
| Cotting School | $15,000 | Lexington, MA, US | For Capital Campaign | 2021 |
| Harvard University Band | $1,000 | Cambridge, MA, US | General Fund | 2021 |
| Jessie's Place | $7,500 | Chelmsford, MA, US | Grant In Honor Of Mark & Ruthie Lunsford | 2021 |
| Jewish Federation Of South Palm Beach County | $1,000 | Boca Raton, FL, US | General Fund | 2021 |
| Kates Charitable Trust - Tsoa Hoffman Scholarship T3086 | $100,000 | New York, NY, US | For Nyu Hoffman Scholarship | 2021 |
| Morgan Memorial Goodwill Industries | $1,000 | Boston, MA, US | General Fund | 2021 |
| Mount Vernon Ladies' Association | $1,000 | Mount Vernon, VA, US | General Fund | 2021 |
| New England Baptist Hospital | $1,000 | Boston, MA, US | General Fund | 2021 |
| New York University | $25,000 | New York, NY, US | For Nyu Daily Gift Account Fbo Sumner Kates Char Tr Fbo Philip Seymour Hoffman Scholarship Fund | 2021 |
| New York University | $42,430 | New York, NY, US | Fbo Nyu Daily Gift Account For Philip Seymour Hoffman Scholarship (t3086) | 2021 |
| 826 Boston | $25,000 | Roxbury, MA, US | General Fund | 2020 |
| Boys Town | $5,000 | Providence, RI, US | General Fund | 2020 |
| Combined Jewish Philanthropies Of Greater Boston | $20,000 | Boston, MA, US | General Fund | 2020 |
| Perkins School For The Blind | $15,000 | Watertown, MA, US | General Fund | 2020 |
| Phillips Academy | $50,000 | Andover, MA, US | To Establish Endowed Scholarships | 2020 |
| President & Fellows Of Harvard College | $10,000 | Cambridge, MA, US | Grant For Harvard Extension School | 2020 |
| Temple Ohabei Shalom | $5,000 | Brookline, MA, US | General Fund | 2020 |
| Beth Israel Deaconess Medical Center | $25,000 | Boston, MA, US | For Healthcare Heroes Fund | 2020 |
| Boston Center For The Arts | $10,000 | Boston, MA, US | For Boston's Artist Relief Fund | 2020 |
| Boston Medical Center | $25,000 | Boston, MA, US | For Coronavirus Reflief Fund | 2020 |
| Brigham And Womens Hospital | $25,000 | Boston, MA, US | For Covid-19 Response Fund | 2020 |
| Boston Children's Hospital | $25,000 | Boston, MA, US | Grant | 2020 |
| Cristo Rey Boston High School | $10,000 | Dorchester, MA, US | General Fund | 2020 |
| Doctors Without Borders | $50,000 | New York, NY, US | For General Purpose | 2020 |
| Massachusetts General Hospital | $25,000 | Boston, MA, US | For Emergency Response Fund | 2020 |
| New England Aquarium | $25,000 | Boston, MA, US | For General Purpose | 2020 |
| St Francis House | $25,000 | Boston, MA, US | For Covid-19 Emergency Fund | 2020 |
| Boca Raton Regional Hospital | $25,000 | Boca Raton, FL, US | General Fund | 2020 |
| Boston Chinatown Neighborhood Center | $5,000 | Boston, MA, US | General Fund | 2020 |
| Museum Of Fine Arts Boston | $7,500 | Boston, MA, US | General Fund | 2020 |
| Boston Museum Of Science | $7,500 | Boston, MA, US | General Fund | 2020 |
| Children's Hospital Colorado Foundation | $20,000 | Colorado Springs, CO, US | General Fund | 2020 |
| Danafarber Cancer Institute | $5,000 | Boston, MA, US | General Fund | 2020 |
| The Greater Boston Food Bank | $25,000 | Boston, MA, US | General Fund | 2020 |
| Harvard Magazine Inc | $1,000 | Cambridge, MA, US | General Fund | 2020 |
| Irish Cultural Center | $5,000 | Canton, MA, US | General Fund | 2020 |
| Irish Pastoral Centre | $5,000 | Boston, MA, US | General Fund | 2020 |
| Nyc Health Hospitals | $2,500 | Bronx, NY, US | General Fund | 2020 |
| The Salvation Army | $5,000 | Canton, MA, US | General Fund | 2020 |
| Save The Children | $10,000 | Fairfield, CT, US | General Fund | 2020 |
| Tufts Medical Center | $25,000 | Boston, MA, US | General Fund | 2020 |
Foundations Similar to Sumner Roy Kates Charitable Trust
Discover 5 foundations with comparable assets ($21,209,483-$22,296,700), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Association For The Relief Of Aged Women
EIN: 04-6056367 | 108 grants awarded |
$21,387,163
(≈ Similar) |
$15,000
median grant |
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|
Mattina R Proctor Foundation
EIN: 11-1067014 | 641 grants awarded |
$22,272,556
(≈ Similar) |
$6,000
median grant |
Boston, MA
Same state |
|
|
Berry Drew Family Foundation
EIN: 81-6766506 | 60 grants awarded |
$22,296,700
(≈ Similar) |
$9,236.5
median grant |
Concord, MA
Same state |
|
|
The Rands Foundation
EIN: 87-0757900 | 227 grants awarded |
$21,248,405
(≈ Similar) |
$15,000
median grant |
Westwood, MA
Same state |
|
|
Joshua Rosenthal Charitable Trust
EIN: 81-4661049 | 30 grants awarded |
$21,209,483
(≈ Similar) |
$20,000
median grant |
Lee, MA
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Contact Information
Official contact details for Sumner Roy Kates Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-2865402 |
| Website | N/A |
| Address | PO BOX 51400 Boston, MA 02205-1400 |
Key People (2)
Board members, trustees, and key staff who oversee Sumner Roy Kates Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Thomas P Jalkut |
|---|---|
| Trustee | James D Tobin |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Sumner Roy Kates Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.
Data Currency: Last updated
March 2026
based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.