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Sumner Roy Kates Charitable Trust

Boston, Massachusetts  ·  EIN 812865402  ·  Private foundation

Sumner Roy Kates Charitable Trust is a private foundation based in Boston, Massachusetts. Its most recent IRS Form 990-PF reports $524K in grants paid and $12.4M in total assets. Bespoke Grants tracks 146 individual grants from this funder — $3.2M awarded across 2020–2024 — including its support for higher education. Below is its full funding profile.

$524K
Annual giving (FY2020)
$12.4M
Total assets
146
Grants tracked
2024
Most recent grant

What Sumner Roy Kates Charitable Trust funds

Sumner Roy Kates Charitable Trust's giving carries a documented focus on higher education.

Higher Education

Grant history

The largest grants Bespoke Grants has on record for Sumner Roy Kates Charitable Trust, by amount:

RecipientLocationGrantYear
New York University
FBO NYU DAILY GIFT ACCOUNT FOR PHILIP SEYMOUR HOFFMAN SCHOLARSHIP (T3086)
New York, NY$239K2022
Phillips Academy
FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21
Andover, MA$200K2023
George Eastman Museum
TOTAL EXPENSES IN CONNECTION WITH THE COMPLETION AND EXHIBITIONS EVENTS FOR THE BRONZE SCULPTURE OF THE LATE PHILIP SEYMOUR HOFFMAN.
Rochester, NY$172K2022
Phillips Academy
FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21
Andover, MA$167K2022
Phillips Academy
FOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21
Andover, MA$100K2024
New York University
FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND
New York, NY$100K2024
Chernobyl Childrens Project International Inc
GENERAL FUND
Northport, NY$75K2022
George Eastman Museum
FOR GENERAL PURPOSE
Rochester, NY$75K2022
New York University
FOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND
New York, NY$70K2023
Chernobyl Childrens Project International Inc
GENERAL FUND
Northport, NY$60K2024
Combined Jewish Philanthropies of Greater Boston
GENERAL FUND
Boston, MA$55K2023
Chernobyl Childrens Project International Inc
GENERAL FUND
Northport, NY$50K2023
Doctors Without Borders
FOR GENERAL PURPOSE
New York, NY$50K2024
826 Boston
GENERAL FUND
Roxbury, MA$50K2024
Phillips Academy
TO ESTABLISH ENDOWED SCHOLARSHIPS
Andover, MA$50K2020

Sumner Roy Kates Charitable Trust giving by year

Total grants Bespoke Grants has indexed for each filing year:

2020$524K
2022$973K
2023$818K
2024$862K

How to apply for funding from Sumner Roy Kates Charitable Trust

Sumner Roy Kates Charitable Trust's public IRS filing does not spell out a formal application process. Foundations of this size often give primarily to organizations they already know, so a concise letter of inquiry or a warm introduction is usually the best first contact — not a full proposal.

Is Sumner Roy Kates Charitable Trust the right funder for your nonprofit?

This page shows what Sumner Roy Kates Charitable Trust has funded. Bespoke Grants tells you whether it fits your mission — and finds every other foundation that does. Free, no credit card.

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Frequently asked questions about Sumner Roy Kates Charitable Trust

Does Sumner Roy Kates Charitable Trust accept grant applications?
Sumner Roy Kates Charitable Trust's public filing does not specify an application process. A brief letter of inquiry or a warm introduction is usually the best first step with a private foundation of this size.
What does Sumner Roy Kates Charitable Trust fund?
Sumner Roy Kates Charitable Trust's grants focus on higher education. Recent recipients include New York University, Phillips Academy, George Eastman Museum. Its full grant history is listed above.
How much does Sumner Roy Kates Charitable Trust give in grants?
Sumner Roy Kates Charitable Trust reported $524K in grants in its most recent IRS filing (FY2020). Across all years in our data it has awarded $3.2M over 146 grants.
Where is Sumner Roy Kates Charitable Trust located?
Sumner Roy Kates Charitable Trust is based in Boston, Massachusetts. Its IRS employer identification number (EIN) is 812865402.
How can I find foundations similar to Sumner Roy Kates Charitable Trust?
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Foundations similar to Sumner Roy Kates Charitable Trust

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About this profile. This page is built from Sumner Roy Kates Charitable Trust's public IRS Form 990-PF and 990 filings, indexed by Bespoke Grants alongside 13M+ grants from 225,000+ U.S. foundations. Grant figures reflect filings available to date; IRS data publishes on a 1–2 year lag. Bespoke Grants is not affiliated with Sumner Roy Kates Charitable Trust. Always confirm current giving priorities and application procedures with the foundation directly before applying.