Public nonprofit record
SUMNER ROY KATES CHARITABLE TRUST #0762147
EIN 81-2865402 · Private Grantmaking Foundations (T20)
What they do
SUMNER ROY KATES CHARITABLE TRUST #0762147
Money
Tax year 2025Financial picture
Revenue$1,047,170
Expenses$1,257,654
Assets$23,245,725
Income$3,473,809
Grants given$5,106,092
Average grant$21,728
Stocks and bonds$21,540,664
Accounting fees$7,500
Investing fees$92,751
About this charity
- Recognized since
- January 2016
- Location
- NUTTER MCCLENNEN FISH POB 51400, BOSTON, MA 02210
- County
- Suffolk
- In care of
- THOMAS P JALKUT ESQ
- Primary officer
- THOMAS P JALKUT ESQ, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- NUTTER MCCLENNEN & FISH LLP
- NTEE classification
- Private Grantmaking Foundations (T20)
- IRS tax category
- Private Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Organization
- 2
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