Massachusetts · Private foundation
Sumner Roy Kates Charitable Trust #0762147
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $1.0M
- Granted FY2025(still arriving)
- 51
- Grants FY2025
- 42
- Organizations funded FY2024
- 7%
- First-time grantees FY2024
- Median grant, FY2025
- $10,000
- Largest grant, FY2025
- $100,000
- Organizations funded a year
- 25 to 42
- FY2020 to FY2024
- States reached, FY2025
- 11
- Total assets, FY2025
- $11M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 7% of the organizations Sumner Roy Kates Charitable Trust #0762147 funded were first-time grantees, receiving 5% of its grant dollars.
New vs renewed · share of each year
In FY2024, 95% of grant dollars renewed an existing relationship; $45k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 49 | $986k | 18% |
| FY2024 | 42 | $846k | 7% |
| FY2023 | 38 | $762k | 26% |
| FY2022 | 25 | $947k | 12% |
| FY2021 | 34 | $893k | 29% |
| FY2020 | 29 | $494k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Trustees of Phillips Academy | $950,250 | 6 | 0% |
| New York University | $597,430 | 5 | 0% |
| George Eastman Museum | $306,912 | 3 | 2% |
| Chernobyl Children's Project International Inc | $245,000 | 4 | 44% |
| Medecins Sans Frontieres USA Inc | $240,000 | 6 | 0% |
| 826 Boston Inc | $200,000 | 6 | 2% |
| Saint Francis House Inc | $150,000 | 6 | 0% |
| New England Aquarium Corporation | $150,000 | 6 | 0% |
| Perkins School for the Blind | $135,000 | 6 | 0% |
| Greater Boston Food Bank Inc | $110,000 | 5 | 0% |
Show all 47 grantees
What it could do for these grantees
Plus 17 recipients with no EIN on record ($705k), not named here.
Where it is load-bearing
Sumner Roy Kates Charitable Trust #0762147 supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 38 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Eastern Bank Foundation · Boston Foundation Inc · Fidelity Foundation · The Hamilton Company Charitable Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Ge Aerospace Foundation · Jewish Communal Fund · The Bank of America Charitable Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc
How this is measured
Compare Sumner Roy Kates Charitable Trust #0762147 with peer funders
About Sumner Roy Kates Charitable Trust #0762147
- How much does Sumner Roy Kates Charitable Trust #0762147 give?
- Sumner Roy Kates Charitable Trust #0762147 reported 51 grants totaling $1,010,500 in its FY2025 IRS filing. It funded between 25 and 42 organizations a year over FY2020 to FY2024.
- What does Sumner Roy Kates Charitable Trust #0762147 fund?
- By grant dollars over FY2020 to FY2025, its largest causes are Education (41%), Health (13%), International (10%).
- Who are Sumner Roy Kates Charitable Trust #0762147's largest grantees?
- By total granted over FY2020 to FY2025: Trustees of Phillips Academy ($950k), New York University ($597k), George Eastman Museum ($307k).
- Does Sumner Roy Kates Charitable Trust #0762147 fund new organizations?
- In FY2024, 7% of the organizations it funded were first-time grantees.
- Does Sumner Roy Kates Charitable Trust #0762147 accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Sumner Roy Kates Charitable Trust #0762147?
- Its strongest co-funders, measured against what their size predicts, include Eastern Bank Foundation, Boston Foundation Inc, Fidelity Foundation.
- Where is Sumner Roy Kates Charitable Trust #0762147 based?
- Sumner Roy Kates Charitable Trust #0762147 is based in MA.
Play a game based on Sumner Roy Kates Charitable Trust #0762147’s filings →