Cator Family Endowment Fund

PENNINGTON, NJ EIN: 11-3822699

Cator Family Endowment Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 4 grants totaling $200K. Net investment income was $753K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.0M

+10.9% YoY

Annual Giving

$200K

-2.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

-2.0% YoY

Under IRS private-foundation payout rules, Cator Family Endowment Fund reported a distributable amount of $251K for 2024 — the minimum it must pay out in qualifying distributions.

About Cator Family Endowment Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $755K (75%)

Illinois $252K (25%)

States

Illinois Texas

Cities

AbileneAmarilloChicagoDallas

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,012,682	$4,519,642	$4,592,245
Revenue	$778,747	$211,872	$356,419
Expenses	$258,825	$268,779	$296,000
Qualifying Distributions	$233,614	$237,857	$258,286
Net Investment Income	$753,411	$181,029	$328,700
Distributable Amount	$251,362	$233,823	$239,777

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alzheimer's Disease & Related Associatio ($50,063), American Heart Association Inc ($50,063), West Texas Rehabilitation Center ($50,063).

Recipient	Purpose	Amount
ALZHEIMER'S DISEASE & RELATED ASSOCIATIO CHICAGO, IL	GENERAL OPEARTING	$50,063
AMERICAN HEART ASSOCIATION INC DALLAS, TX	GENERAL OPERATING	$50,063
WEST TEXAS REHABILITATION CENTER ABILENE, TX	GENERAL OPERATING	$50,063
HARRINGTON CANCER & HEALTH AMARILLO, TX	GENERAL OPERATING	$50,063

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$55,603

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Cator Family Endowment Fund?

Cator Family Endowment Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $5.0M in total assets as of 2024.

How large is Cator Family Endowment Fund?

As of 2024, Cator Family Endowment Fund holds $5.0M in total assets with $779K in annual revenue. It awarded 4 grants totaling $200K in 2024.

Where does Cator Family Endowment Fund operate?

Cator Family Endowment Fund has awarded grants in Illinois, Texas.

What size grants does Cator Family Endowment Fund award?

In 2024, Cator Family Endowment Fund awarded 4 grants totaling $200K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Cator Family Endowment Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Cator Family Endowment Fund reported a distributable amount of $251K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.