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Sumner Roy Kates Charitable Trust #0762147 at a glance

· 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 FY2025still arriving
51
Grants FY2025still arriving
11
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$2.1MHealth$665kInternational$525kArts & Culture$523kHousing & Shelter$210kHuman Services$183kAnimals$150kPhilanthropy$149kOther$0
02FY2025 · 51 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k14 grants · $61k
  • $10k–50k31 grants · $540k
  • $50k–250k6 grants · $410k
$10,000
Median grant
11
States reached
$11M
Total assets
Largest grants
RecipientAmount
NEW YORK UNIVERSITY$100,000
PHILLIPS ACADEMY$100,000
CHERNOBYL CHILDRENS PROJECT INTERNATIONAL INC$60,000
826 BOSTON$50,000
DOCTORS WITHOUT BORDERS$50,000
REVOLUTIONARY SPACES INC$50,000
UNIVERSITY OF BUFFALO SCHOOL OF NURSING$40,000
THE GREATER BOSTON FOOD BANK$30,000
PERKINS SCHOOL FOR THE BLIND$30,000
ST FRANCIS HOUSE$25,000
INTERNATIONAL COMMITTEE OF THE RED CROSS$25,000
ROSIES PLACE$25,000
NEW ENGLAND AQUARIUM$25,000
CENTER FOR INDEPENDENT DOCUMENTARY$25,000
BOSTON MEDICAL CENTER$25,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 10%AMERICAN RED CROSS: $5k → 8%AMERICAN RED CROSS: $1k → 8%AMERICAN RED CROSS: $1k → 8%AMERICAN RED CROSS: $1k → 8%AMERICAN RED CROSS: $1k → 8%LA COLABORATIVA INC: $10k → 16%LA COLABORATIVA INC: $10k → 16%LA COLABORATIVA INC: $10k → 16%ST FRANCIS HOUSE: $25k → 16%ST FRANCIS HOUSE: $25k → 16%ST FRANCIS HOUSE: $25k → 16%BOSTON CHINATOWN NEIGHBORHOOD CENTER: $5k → 16%ST FRANCIS HOUSE: $25k → 16%BOSTON CHINATOWN NEIGHBORHOOD CENTER: $5k → 16%ST FRANCIS HOUSE: $25k → 16%BOSTON CHINATOWN NEIGHBORHOOD CENTER: $5k → 16%ST FRANCIS HOUSE: $25k → 16%BOSTON CHINATOWN NEIGHBORHOOD CENTER: $5k → 16%BOSTON CHINATOWN NEIGHBORHOOD CENTER: $5k → 16%COMMUNITY SERVINGS INC: $20k → 16%COMMUNITY SERVINGS INC: $10k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NY
MA
PA
CT
RI
CA
CO
VA
DC
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$4.7M · 50 repeat orgs$273k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +32% for those 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

Re-uppedFunded once

Organizations

50
5

Total granted

$4.7M
$148k

Median revenue growth · since first grant

+33%
+32%

Still filing today

66%
60%

New vs renewed · share of each year

In FY2025, 87% of grant dollars renewed an existing relationship; $125k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
HealthArts & CultureEducationInternationalHuman ServicesAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • NY
    New York University
    5× · 2021–2025 · $597k · revenue +30%
  • GE
    GEORGE EASTMAN MUSEUM
    3× · 2022–2024 · $307k · revenue +14%
  • MEDECINS SANS FRONTIERES USA INC
    6× · 2020–2025 · $240k · revenue +39%

Funded once

  • KC
    KATES CHARITABLE TRUST - TSOA HOFFMAN SCHOLARSHIP T3086
    one grant, 2021 · $100k
  • CH
    Children's Hospital Colorado Foundationgraduated
    one grant, 2020 · $20k · revenue +26%
  • CS
    COTTING SCHOOL INCgraduated
    one grant, 2021 · $15k · revenue +32%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Massachusetts Institute of Technology

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.

Education
3
Mass General Brigham Incorporated & Affiliates Group Return

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.

Health
4
Trustees of Boston University

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.…

—
5
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
6
Trustees of Boston College

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…

Education
7
Commonwealth Care Alliance Inc

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.

Health
8
Mass General Brigham Health Plan Inc

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.

Health
9
Banner -University Medical Group

Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.

Health
10
Central Maine Healthcare Corporation

To provide exceptional healthcare services in a safe and trustful environment through the expertise, committment, and compassion of our family of caregivers.

Health
11
Bmc Affiliated Physicians Inc

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,…

—
12
Bridgton Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.

Health
How this is measured
The grantee most central to the portfolio’s shape is New England Aquarium Corporation; 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.
04the grantee network

45 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
45/45
Grantees still filing
37/45
Grew since first funded

Where the money sits, by cause and then by grantee

TRUSTEES OF PHILLIPS ACADEMY: $950,250 · EducationTRUSTEES OF PHILLIPS ACADEMYNew York University: $597,430 · EducationNew York University826 BOSTON INC: $200,000 · Education826 BOSTON INCPERKINS SCHOOL FOR THE BLIND: $135,000 · EducationPERKINS SCHOOL FOR THE BLIND+3 more: $54,000 · EducationGREATER BOSTON FOOD BANK INC: $110,000 · OtherGREATER BOSTON FOOD BANK INCKATES CHARITABLE TRUST - TSOA HOFFMAN SCHOLARSHIP T3086: $100,000 · OtherKATES CHARITABLE TRUST - TSOA…UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON: $90,000 · OtherUNIVERSITY OF TEXAS HEALTH SC…THE SALVATION ARMY: $85,000 · OtherTHE SALVATION ARMYINTERNATIONAL COMMITTEE OF THE RED CROSS: $75,000 · OtherINTERNATIONAL COMMITTEE OF TH…CRISTO REY BOSTON HIGH SCHOOL INC: $70,000 · OtherMUSEUM OF FINE ARTS BOSTON: $55,000 · OtherTEMPLE OHABEI SHALOM: $55,000 · OtherMASS GENERAL BRIGHAM INCORPORATED: $55,000 · OtherTUFTS MEDICAL CENTER: $50,000 · OtherMASSACHUSETTS GENERAL HOSPITAL: $50,000 · OtherNEW ENGLAND AQUARIUM CORPORATION: $150,000 · OtherNEW ENGLAND AQUARIUM CORPORAT…ROSIE'S PLACE INC: $60,000 · Other+16 more: $346,500 · Other+16 moreCHERNOBYL CHILDREN'S PROJECT INTERNATIONAL INC: $245,000 · InternationalCHERNOBYL C…MEDECINS SANS FRONTIERES USA INC: $240,000 · InternationalMEDECINS SA…Save The Children Federation Inc: $35,000 · InternationalSave The Ch…+2 more: $20,000 · InternationalGEORGE EASTMAN MUSEUM: $306,912 · Arts & CultureGEORGE EAS…REVOLUTIONARY SPACES INC: $75,000 · Arts & CultureREVOLUTION…THE CENTER FOR INDEPENDENT DOCUMENTARY INC: $25,000 · Arts & CultureTHE CENTER…+5 more: $46,000 · Arts & Culture+5 moreBOSTON MEDICAL CENTER CORPORATION: $100,000 · HealthBoca Raton Regional Hospital Inc: $75,000 · HealthChildren's Hospital Corporation: $50,000 · HealthBETH ISRAEL DEACONESS MEDICAL CENTER INC: $50,000 · HealthDana-Farber Cancer Institute Inc: $45,000 · HealthNEW ENGLAND BAPTIST HOSPITAL: $31,000 · HealthChildren's Hospital Colorado Foundation: $20,000 · HealthMASSACHUSETTS BREAST CANCER COALITION INC: $15,000 · Health+2 more: $16,000 · HealthSAINT FRANCIS HOUSE INC: $150,000 · Human ServicesLA COLABORATIVA INC: $30,000 · Human ServicesCOMMUNITY SERVINGS INC: $30,000 · Human ServicesBOSTON CHINATOWN NEIGHBORHOOD CENTER INC: $25,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches: $9,000 · Human ServicesCombined Jewish Philanthropies of Greater Boston Inc: $140,000 · PhilanthropyJEWISH FAMILY & CHILDREN'S FOUNDATION INC: $30,000 · PhilanthropyJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $9,000 · Philanthropy
Education$1,936,680Other$1,351,500International$540,000Arts & Culture$452,912Health$402,000Human Services$244,000Philanthropy$179,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTRUSTEES OF PHILLIPS ACADEMY: $950,250 over 6y, 0.2% of budgetNew York University: $597,430 over 5y, 0.0% of budgetGEORGE EASTMAN MUSEUM: $306,912 over 3y, 2.0% of budgetCHERNOBYL CHILDREN'S PROJECT INTERNATIONAL INC: $245,000 over 4y, 44% of budgetMEDECINS SANS FRONTIERES USA INC: $240,000 over 6y, 0.0% of budget826 BOSTON INC: $200,000 over 6y, 1.9% of budgetSAINT FRANCIS HOUSE INC: $150,000 over 6y, 0.1% of budgetNEW ENGLAND AQUARIUM CORPORATION: $150,000 over 6y, 0.1% of budgetCombined Jewish Philanthropies of Greater Boston Inc: $140,000 over 6y, 0.0% of budgetPERKINS SCHOOL FOR THE BLIND: $135,000 over 6y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $110,000 over 5y, 0.0% of budgetBOSTON MEDICAL CENTER CORPORATION: $100,000 over 4y, 0.0% of budgetREVOLUTIONARY SPACES INC: $75,000 over 2y, 0.4% of budgetBoca Raton Regional Hospital Inc: $75,000 over 6y, 0.0% of budgetROSIE'S PLACE INC: $60,000 over 3y, 0.1% of budgetChildren's Hospital Corporation: $50,000 over 2y, 0.0% of budgetBETH ISRAEL DEACONESS MEDICAL CENTER INC: $50,000 over 2y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $45,000 over 3y, 0.0% of budgetDana-Farber Cancer Institute Inc: $45,000 over 5y, 0.0% of budgetSave The Children Federation Inc: $35,000 over 3y, 0.0% of budgetNEW ENGLAND BAPTIST HOSPITAL: $31,000 over 4y, 0.0% of budgetLA COLABORATIVA INC: $30,000 over 3y, 0.1% of budgetROUNDUP RIVER RANCH: $30,000 over 3y, 0.1% of budgetCOMMUNITY SERVINGS INC: $30,000 over 2y, 0.1% of budgetPresident and Fellows of Harvard College: $30,000 over 3y, 0.0% of budgetTHE CENTER FOR INDEPENDENT DOCUMENTARY INC: $25,000 over 1y, 0.2% of budgetBOSTON CHINATOWN NEIGHBORHOOD CENTER INC: $25,000 over 5y, 0.1% of budgetChildren's Hospital Colorado Foundation: $20,000 over 1y, 0.0% of budgetCENTER FOR TRANSFORMATIVE ACTION: $20,000 over 2y, 0.3% of budgetIRISH CULTURAL CENTRE INC: $15,000 over 3y, 0.9% of budgetMASSACHUSETTS BREAST CANCER COALITION INC: $15,000 over 3y, 1.8% of budgetCOTTING SCHOOL INC: $15,000 over 1y, 0.1% of budgetCOOLIDGE CORNER THEATRE FOUNDATION INC: $10,000 over 1y, 0.1% of budgetBOSTON CENTER FOR THE ARTS INC: $10,000 over 1y, 0.4% of budgetWIKIMEDIA FOUNDATION INC: $9,000 over 3y, 0.0% of budgetJEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: $9,000 over 5y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $9,000 over 5y, 0.0% of budgetMorgan Memorial Goodwill Industries Inc: $9,000 over 5y, 0.0% of budgetHARVARD MAGAZINE INC: $7,000 over 6y, 0.0% of budgetAmerican Heart Association Inc: $6,000 over 2y, 0.0% of budgetHARVARD UNIVERSITY BAND INC: $4,000 over 4y, 1.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 SAINT FRANCIS HOUSE INC ↗
  • Who funds NEW ENGLAND AQUARIUM CORPORATION ↗
  • 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 REVOLUTIONARY SPACES INC ↗
  • Who funds Boca Raton Regional Hospital Inc ↗
  • Who funds ROSIE'S PLACE INC ↗
  • Who funds Children's Hospital Corporation ↗
  • Who funds BETH ISRAEL DEACONESS MEDICAL CENTER INC ↗
  • Who funds ANTI-DEFAMATION LEAGUE ↗
  • Who funds Dana-Farber Cancer Institute Inc ↗
  • Who funds Save The Children Federation Inc ↗
  • Who funds NEW ENGLAND BAPTIST HOSPITAL ↗
  • Who funds LA COLABORATIVA INC ↗
  • Who funds ROUNDUP RIVER RANCH ↗
  • Who funds COMMUNITY SERVINGS INC ↗

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.

Eastern Bank Foundati…Boston Foundation IncFidelity FoundationThe Hamilton Company …Combined Jewish Phila…Ge Aerospace Foundati…Jewish Communal FundThe Bank of America C…Gs Donor Advised Phil…Vanguard Charitable E…National Philanthropi…Morgan Stanley Global…
Eastern Bank FoundationMA22.3× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Sumner Roy Kates Charitable Trust #0762147 funds: left to right is the share of its income from government, bottom to top the share from Sumner Roy Kates Charitable Trust #0762147. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 90%3%13%28%50%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 10%
  • 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
no gov moneyreceives it· size = income
9get no government money at all
3report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 67 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Sumner Roy Kates Charitable Trust #0762147’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home