· 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.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2020–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k14 grants · $61k
- $10k–50k31 grants · $540k
- $50k–250k6 grants · $410k
| Recipient | Amount |
|---|---|
| PHILLIPS ACADEMY | $100,000 |
| NEW YORK UNIVERSITY | $100,000 |
| CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC | $60,000 |
| 826 BOSTON | $50,000 |
| REVOLUTIONARY SPACES INC | $50,000 |
| DOCTORS WITHOUT BORDERS | $50,000 |
| UNIVERSITY OF BUFFALO SCHOOL OF NURSING | $40,000 |
| PERKINS SCHOOL FOR THE BLIND | $30,000 |
| THE GREATER BOSTON FOOD BANK | $30,000 |
| THE SALVATION ARMY | $25,000 |
| ROSIES PLACE | $25,000 |
| ST FRANCIS HOUSE | $25,000 |
| NEW ENGLAND AQUARIUM | $25,000 |
| INTERNATIONAL COMMITTEE OF THE RED CROSS | $25,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | $25,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–25, $244k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 96% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +33% since the first grant, against +32% for the ones you funded once.
50 repeat relationships — 40 still active in FY2025, 10 since wound down; 9 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 87% of grant dollars renewed an existing relationship; $125k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- NYNew York University5× · 2021–2025 · $597k · revenue +30%
- GEGEORGE EASTMAN MUSEUM3× · 2022–2024 · $307k · revenue +14%
MEDECINS SANS FRONTIERES USA INC6× · 2020–2025 · $240k · revenue +39%
Funded once
- KCKATES CHARITABLE TRUST - TSOA HOFFMAN SCHOLARSHIP T3086one grant, 2021 · $100k
- CHChildren's Hospital Colorado Foundationgraduatedone grant, 2020 · $20k · revenue +26%
- CSCOTTING SCHOOL INCgraduatedone grant, 2021 · $15k · revenue +32%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
Mass general brigham incorporated is developing an integrated health care delivery system throughout the region that offers patients a continuum of coordinated, high-quality care.
Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…
Commonwealth care alliance, inc.'s mission is to improve the health and well-being of people with significant needs by innovating, coordinating and providing the highest quality, individualized care.
Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.
Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.
To provide exceptional healthcare services in a safe and trustful environment through the expertise, committment, and compassion of our family of caregivers.
Boston university affiliated physicians, inc.'s (buap) primary mission is to provide health care services in a manner that promotes health for the benefit of the community, to perform medical and clinical research in the public interest,…
To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.
For reference, the grantee most central to the portfolio’s shape is New England Aquarium Corporation and the most unlike its peers is Dana-Farber Cancer Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 45 years old; the field is 16. You back the established end — and your money leans older still.
The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
45 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 45 of the 67 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds TRUSTEES OF PHILLIPS ACADEMY ↗
- Who funds New York University ↗
- Who funds GEORGE EASTMAN MUSEUM ↗
- Who funds CHERNOBYL CHILDREN'S PROJECT INTERNATIONAL INC ↗
- Who funds MEDECINS SANS FRONTIERES USA INC ↗
- Who funds 826 BOSTON INC ↗
- Who funds NEW ENGLAND AQUARIUM CORPORATION ↗
- Who funds SAINT FRANCIS HOUSE INC ↗
- Who funds Combined Jewish Philanthropies of Greater Boston Inc ↗
- Who funds PERKINS SCHOOL FOR THE BLIND ↗
- Who funds GREATER BOSTON FOOD BANK INC ↗
- Who funds BOSTON MEDICAL CENTER CORPORATION ↗
- Who funds Boca Raton Regional Hospital Inc ↗
- Who funds REVOLUTIONARY SPACES INC ↗
- Who funds ROSIE'S PLACE INC ↗
- Who funds BETH ISRAEL DEACONESS MEDICAL CENTER INC ↗
- Who funds Children's Hospital Corporation ↗
- Who funds Dana-Farber Cancer Institute Inc ↗
- Who funds ANTI-DEFAMATION LEAGUE ↗
- Who funds Save The Children Federation Inc ↗
- Who funds NEW ENGLAND BAPTIST HOSPITAL ↗
- Who funds ROUNDUP RIVER RANCH ↗
- Who funds COMMUNITY SERVINGS INC ↗
- Who funds LA COLABORATIVA INC ↗
- Who funds President and Fellows of Harvard College ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Sumner Roy Kates Charitable Trust #0762147 funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Boston Chinatown Neighborhood Center Inc — 38% of income from government
- La Colaborativa Inc — 34% of income from government
- Save the Children Federation Inc — 30% of income from government
- Boston Medical Center Corporation — 23% of income from government
- Greater Boston Food Bank Inc — 22% of income from government
- Revolutionary Spaces Inc — 20% of income from government
- Saint Francis House Inc — 18% of income from government
- Morgan Memorial Goodwill Industries Inc — 17% of income from government
- New England Aquarium Corporation — 12% of income from government
- Community Servings Inc — 12% of income from government
- Children's Hospital Corporation — 10% of income from government
- President and Fellows of Harvard College — 7% of income from government
- Perkins School for the Blind — 7% of income from government
- Dana-Farber Cancer Institute Inc — 7% of income from government
- Beth Israel Deaconess Medical Center Inc — 6% of income from government
- The Center for Independent Documentary Inc — 6% of income from government
- 826 Boston Inc — 3% of income from government
- Boston Center for the Arts Inc — 1% of income from government
- New England Baptist Hospital — 1% of income from government
- Coolidge Corner Theatre Foundation Inc — 0% of income from government
- Rosie's Place Inc — 0% of income from government
- Cotting School Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.