AUMdb

Summer Roy Kates Charitable Trust

EIN 812865402 · 501(c)(3) · Private foundation · Boston, MA · recognized 2016

Assets
$21.8M
Revenue
$1.2M
Expenses
$1.0M
Investment income
$1.2M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Thomas P Jalkut Trustee $0 $0
James D Tobin Trustee $0 $0