The Massachusetts State Capitol

Form 990-PFTax year 2025EIN 81-2865402

Sumner Roy Kates Charitable Trust #0762147

A private foundation in Boston, MA. Its return for tax year 2025 lists 51 grants and $1 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $1,010,500

    Grants listed
    51
    Assets, end of year
    $10,767,101
  • Tax year 2024

    $862,000

    Grants listed
    44
    Assets, end of year
    $10,977,579
  • Tax year 2023

    $817,820

    Grants listed
    42
    Assets, end of year
    $10,796,927
  • Tax year 2022

    $973,342

    Grants listed
    29
    Assets, end of year
    $11,099,789
  • Tax year 2021

    $918,930

    Grants listed
    38
    Assets, end of year
    $11,798,985
  • Tax year 2020

    $523,500

    Grants listed
    31
    Assets, end of year
    $12,438,839

Grants paid in 2025

51 grants, largest first

As listed on the return.

  1. New York UniversityNew York, NY

    FBO NYU daily gift account for philip seymour hoffman scholarship (t3086)

    $100,000
  2. Phillips AcademyAndover, MA

    For installments of charitable pledge agrement w/andover/philips academy dated 12/4/23

    $100,000
  3. Chernobyl Childrens Project International IncNorthport, NY

    General fund

    $60,000
  4. 826 BostonRoxbury, MA

    General fund

    $50,000
  5. Doctors Without BordersNew York, NY

    For work in gaza

    $50,000
  6. Revolutionary Spaces IncBoston, MA

    General fund

    $50,000
  7. University of Buffalo School of NursingBuffalo, NY

    To support work of emily barr

    $40,000
  8. Perkins School for the BlindWatertown, MA

    General fund

    $30,000
  9. The Greater Boston Food BankBoston, MA

    General fund

    $30,000
  10. Boston Medical CenterBoston, MA

    General fund

    $25,000
  11. Center for Independent DocumentaryCambridge, MA

    For united states of urvashi

    $25,000
  12. International Committee of the Red CrossNew York, NY

    General fund

    $25,000
  13. New England AquariumBoston, MA

    For general purpose

    $25,000
  14. Rosies PlaceBoston, MA

    General fund

    $25,000
  15. St Francis HouseBoston, MA

    General fund

    $25,000
  16. The Salvation ArmyCanton, MA

    General fund

    $25,000
  17. Combined Jewish Philanthropies of Greater BostonBoston, MA

    General fund

    $20,000
  18. Community Servings IncJamaica Plain, MA

    General fund

    $20,000
  19. Anti Defamation LeagueNew York, NY

    General fund

    $15,000
  20. Cristo Rey Boston High SchoolDorchester, MA

    General fund

    $15,000
  21. Dana Farber Cancer InstituteBoston, MA

    General fund

    $15,000
  22. Museum of Fine Arts BostonBoston, MA

    General fund

    $15,000
  23. Museum of Science BostonBoston, MA

    General fund

    $15,000
  24. Save the ChildrenFairfield, CT

    General fund

    $15,000
  25. World Central Kitchen IncWashington, DC

    For work in gaza

    $15,000
  26. Boca Raton Regional HospitalBoca Raton, FL

    General fund

    $10,000
  27. Brigham and Womens HospitalBoston, MA

    General fund

    $10,000
  28. Center for Transformative ActionIthaca, NY

    Grant for open door english

    $10,000
  29. Jessie's PlaceChelmsford, MA

    General fund

    $10,000
  30. Jewish Family and Childrens FoundationWaltham, MA

    General fund

    $10,000
  31. La Colaborativa IncChelsea, MA

    General fund

    $10,000
  32. Maya Midwifery International IncSomerville, MA

    General fund

    $10,000
  33. New England Baptist HospitalBoston, MA

    General fund

    $10,000
  34. Roundup River RanchGypsum, CO

    General fund

    $10,000
  35. Temple Ohabei ShalomBrookline, MA

    General fund

    $10,000
  36. The Coolidge Corner Theatre FoundationBrookline, MA

    General fund

    $10,000
  37. The Penn State Fund for CommunicationsUniversity Park, PA

    For interceptor documentary

    $10,000
  38. American Heart AssociationDallas, TX

    General fund

    $5,000
  39. American Red CrossMedford, MA

    General fund

    $5,000
  40. Boston Chinatown Neighborhood CenterBoston, MA

    General fund

    $5,000
  41. Boys TownProvidence, RI

    General fund

    $5,000
  42. Center for Irish SocietyLincoln, MA

    General fund

    $5,000
  43. Irish American PartnershipBoston, MA

    General fund

    $5,000
  44. Irish Pastoral CentreBoston, MA

    General fund

    $5,000
  45. Jewish Federation of South Palm Beach CountyBoca Raton, FL

    General fund

    $5,000
  46. Massachusetts Breast Cancer CoalitionFranklin, MA

    General fund

    $5,000
  47. Morgan Memorial Goodwill IndustriesBoston, MA

    General fund

    $5,000
  48. The Eire Society of BostonBelmont, MA

    General fund

    $5,000
  49. Wikimedia FoundationSan Francisco, CA

    General fund

    $3,000
  50. Harvard Magazine IncCambridge, MA

    General fund

    $1,500
  51. Mount Vernon Ladies' AssociationMount Vernon, VA

    General fund

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education4 grants $183,00028% of the total
  2. International aid5 grants $145,00022% of the total
  3. Arts and culture6 grants $102,50016% of the total
  4. Health6 grants $65,00010% of the total
  5. Human services3 grants $35,0005% of the total
  6. Philanthropy and grantmaking3 grants $35,0005% of the total
  7. 6 other causes6 grants $95,00014% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts34 grants $631,500
  2. New York7 grants $300,000
  3. Connecticut1 grant $15,000
  4. District of Columbia1 grant $15,000
  5. Florida2 grants $15,000
  6. Colorado1 grant $10,000
  7. Pennsylvania1 grant $10,000
  8. Rhode Island1 grant $5,000
  9. Texas1 grant $5,000
  10. California1 grant $3,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Thomas P JalkutTRUSTEE Hours 5Pay $0
  • James D TobinTRUSTEE Hours 5Pay $0

The return

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