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Also known as: #0762147
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Summer Roy Kates Charitable Trust is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2016. The principal officer is Thomas P Jalkut. It holds total assets of $11M. Annual income is reported at $3.5M. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Summer Roy Kates Charitable Trust has made 71 grants totaling $1.8M, with a median grant of $10K. The foundation has distributed between $818K and $973K annually from 2022 to 2023. Individual grants have ranged from $320 to $239K, with an average award of $25K. The foundation has supported 43 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, Texas, which account for 86% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$15K
Average Grant
$17K
Largest Grant
$50K
Based on 31 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Summer Roy Kates Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 71 grants. Its grantmaking reaches organizations primarily in MA, NY, TX.
Summer Roy Kates Charitable Trust has distributed a total of $1.8M across 71 grants. The median grant size is $10K, with an average of $25K. Individual grants have ranged from $320 to $239K.
Summer Roy Kates Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Summer Roy Kates Charitable Trust is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Thomas P Jalkut | TRUSTEE | $0 | $0 | N/A |
| James D Tobin | TRUSTEE | $0 | $0 | N/A |
Total Giving
$983K
Total Assets
$10.8M
Fair Market Value
$19.9M
Net Worth
$10.8M
Grants Paid
$818K
Contributions
N/A
Net Investment Income
$543K
Distribution Amount
$917K
Total: $10.7M
Total Grants
71
Total Giving
$1.8M
Average Grant
$25K
Median Grant
$10K
Unique Recipients
43
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Anti Defamation LeagueGENERAL FUND | New York, NY | $15K | 2023 |
| Phillips AcademyFOR INSTALLMENTS OF CHARITABLE PLEDGE AGREMENT W/ANDOVER/PHILIPS ACADEMY DATED 12/16/21 | Andover, MA | $200K | 2023 |
| New York UniversityFOR NYU DAILY GIFT ACCOUNT FBO SUMNER KATES CHAR TR FBO PHILIP SEYMOUR HOFFMAN SCHOLARSHIP FUND | New York, NY | $70K | 2023 |
| Combined Jewish Philanthropies Of Greater BostonGENERAL FUND | Boston, MA | $55K | 2023 |
| Chernobyl Childrens Project International IncGENERAL FUND | Northport, NY | $50K | 2023 |
| Doctors Without BordersFOR GENERAL PURPOSE | New York, NY | $40K | 2023 |
| Perkins School For The BlindGENERAL FUND | Watertown, MA | $30K | 2023 |
| International Committee Of The Red CrossGENERAL FUND | New York, NY | $25K | 2023 |
| George Eastman MuseumFOR GENERAL PURPOSE | Rochester, NY | $25K | 2023 |
| The University Of Texas Health Science Center At HoustonCIZIK SCHOOL OF NURSING IN SUPPORT OF WORK OF DR. EMILY BARR | Houston, TX | $25K | 2023 |
| New England AquariumFOR GENERAL PURPOSE | Boston, MA | $25K | 2023 |
| St Francis HouseGENERAL FUND | Boston, MA | $25K | 2023 |
| 826 BostonGENERAL FUND | Roxbury, MA | $25K | 2023 |
| The Salvation ArmyGENERAL FUND | Canton, MA | $20K | 2023 |
| Cristo Rey Boston High SchoolGENERAL FUND | Dorchester, MA | $15K | 2023 |
| Dana Farber Cancer InstituteGENERAL FUND | Boston, MA | $10K | 2023 |
| Brigham And Womens HospitalFOR COVID-19 RESPONSE FUND | Boston, MA | $10K | 2023 |
| Jewish Family And Childrens FoundationGENERAL FUND | Waltham, MA | $10K | 2023 |
| La Colaborativa IncGENERAL FUND | Chelsea, MA | $10K | 2023 |
| Museum Of Science BostonGENERAL FUND | Boston, MA | $10K | 2023 |
| Rosies PlaceGENERAL FUND | Boston, MA | $10K | 2023 |
| Temple Ohabei ShalomGENERAL FUND | Brookline, MA | $10K | 2023 |
| The Greater Boston Food BankGENERAL FUND | Boston, MA | $10K | 2023 |
| Roundup River RanchGENERAL FUND | Gypsum, CO | $10K | 2023 |
| New England Baptist HospitalGENERAL FUND | Boston, MA | $10K | 2023 |
| Jessie'S PlaceGRANT IN HONOR OF MARK & RUTHIE LUNSFORD | Chelmsford, MA | $8K | 2023 |
| Museum Of Fine Arts BostonGENERAL FUND | Boston, MA | $8K | 2023 |
| Boston Chinatown Neighborhood CenterGENERAL FUND | Boston, MA | $5K | 2023 |
| Irish Pastoral CentreGENERAL FUND | Boston, MA | $5K | 2023 |
| Boca Raton Regional HospitalGENERAL FUND | Boca Raton, FL | $5K | 2023 |
| Boys TownGENERAL FUND | Providence, RI | $5K | 2023 |
| Massachusetts Breast Cancer CoalitionGENERAL FUND | Franklin, MA | $5K | 2023 |
| Wikimedia FoundationGENERAL FUND | San Francisco, CA | $3K | 2023 |
| Labyrinth Theater CompanyGENERAL FUND | New York, NY | $3K | 2023 |
| Jewish Federation Of South Palm Beach CountyGENERAL FUND | Boca Raton, FL | $1K | 2023 |
| Morgan Memorial Goodwill IndustriesGENERAL FUND | Boston, MA | $1K | 2023 |
| Mount Vernon Ladies' AssociationGENERAL FUND | Mount Vernon, VA | $1K | 2023 |
| Harvard Magazine IncGENERAL FUND | Cambridge, MA | $1K | 2023 |
| Harvard University BandGENERAL FUND | Cambridge, MA | $1K | 2023 |
| American Red CrossGENERAL FUND | Medford, MA | $1K | 2023 |