Sumner Roy Kates Charitable Trust
EIN: 812865402
Does Not Accept Unsolicited Applications
Sumner Roy Kates Charitable Trust is a Massachusetts private foundation. Awards $910,500 annually. Through 50 grants, median $10K. Assets: $11M.
Total Assets
$10.8M
Key Financial Metrics (2025)
Total Giving
$911K
Number of Grants
50
Median Grant
$10K
Grant Range
$1K - $100K
Historical Giving Trends
| Year | Assets | Total Giving | # Grants | Median Grant |
|---|---|---|---|---|
| 2025 | $10.8M | $911K | 50 | $10K |
| 2024 | $11.0M | $762K | 43 | $10K |
| 2023 | $10.8M | $727K | 39 | $10K |
| 2022 | $11.1M | $734K | 28 | $10K |
Quick Facts
Location
MassachusettsReturn Type
990PF
Most Recent Filing
2025
Annual Expenses
Not specified
Giving Rate
8.5% of assets
Application Policy
Accepts Applications
No - Invite Only