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  4. Sumner Roy Kates Charitable Trust #0762147
EIN 81-2865402

Sumner Roy Kates Charitable Trust #0762147

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
2016
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Sumner Roy Kates Charitable Trust #0762147 is a private foundation located in Boston, MA. It primarily funds the general fund, for general purpose, to establish endowed scholarships, grant for Harvard Extension School, grant for healthcare heroes fund, for emergency response. Grantees include Phillips Academy and others. It made 31 grants last year.
Total revenues
$680,103
2023
Total expenses
$982,965
2023
Total assets
$10,796,927
2023
Num. employees
0
2023

Grants made by Sumner Roy Kates Charitable Trust #0762147

GranteeGrant descriptionAmount
Phillips AcademyFor Installments of Charitable Pledge Agrement W/andover/philips Academy Dated 12/16/21$200,000
Combined Jewish Philanthropies of Greater BostonGeneral Fund$55,000
Chernobyl Children's Project InternationalGeneral Fund$50,000
...and 24 more grants made totalling $560,820

Personnel at Sumner Roy Kates Charitable Trust #0762147

NameTitleCompensation
Thomas P JalkutTrustee$0

Financials for Sumner Roy Kates Charitable Trust #0762147

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$377,539
Net rental income$0
Net gain from sale of non-inventory assets$302,564
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$680,103

Form 990s for Sumner Roy Kates Charitable Trust #0762147

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-11990PFView PDF
2022-122023-07-11990PFView PDF
2021-122022-06-29990PFView PDF
2020-122021-06-11990PFView PDF
2019-122022-01-19990PFView PDF
...and 3 more Form 990s
Data update history
February 4, 2023
Posted financials
Added Form 990PF for fiscal year 2019
August 13, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 2, 2022
Updated personnel
Identified 2 new personnel
August 2, 2022
Used new vendors
Identified 1 new vendor, including
September 22, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Nutter Mcclennen Fish Pob 51400
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 439-2000
IRS details
EIN
81-2865402
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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