Private foundation (trust)EIN 812865402Est. 2016-08
SUMNER ROY KATES CHARITABLE TRUST
BOSTON, MA 02210
Total Assets
$21.8M
FY 2024
Annual Giving
$862K
FY 2024
Grants Made
44
FY 2024
Avg Grant
$20K
FY 2024
Grant Range
$1K–$100K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$1.2M
Total Expenses
$1.0M
Qualifying Distributions
$905K
Distributable Amount
$1.0M
Min. Investment Return
$1.1M
Undistributed Income
$1.0M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
44 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
184 grants
Grant Size Distribution
184 grants
Geographic Focus
9 states
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