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SUMNER ROY KATES CHARITABLE TRUST #0762147

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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

Financial picture

Tax year 2025
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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About this report: Information comes from public nonprofit records and may show the latest filing available.

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