Cator Family Endowment Fund
Cator Family Endowment Fund is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.3M in total assets. In 2025, it awarded 4 grants totaling $218K. Net investment income was $538K.
Cator Family Endowment Fund at a glance
In short: Cator Family Endowment Fund gave $218K across 4 grants in 2025 (avg $55K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $218,000
- +8.9% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $54,500
- +8.9% vs 2024
- Median grant
- $54,500
- Total assets
- $5,290,322
- +5.5% vs 2024
- Primary geography
- Texas (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cator Family Endowment Fund funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Alzheimer's Disease & Related Disorders ($55K). Together the top 4 received $218K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was in the $50–100K range: 16 grants of 20 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Cator Family Endowment Fund gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $178K (2021) to $223K (2022). In 2025 it made 4 grants totaling $218K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Alzheimer's Disease & Related Disorders Chicago, IL | Unrestricted General | $54,500 |
| American Heart Association Dallas, TX | Unrestricted General | $54,500 |
| West Texas Rehabilitation Center Abilene, TX | Unrestricted General | $54,500 |
| Harrington Cancer & Health Foundation Amarillo, TX | Unrestricted General | $54,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,290,322 | $574,490 | $295,948 | $218,000 | 4 | $240,896 | $537,867 | $274,422 |
| 2024 | $5,012,682 | $778,747 | $258,825 | $200,252 | 4 | $233,614 | $753,411 | $251,362 |
| 2023 | $4,519,642 | $211,872 | $268,779 | $204,292 | 4 | $237,857 | $181,029 | $233,823 |
| 2022 | $4,592,245 | $356,419 | $296,000 | $222,788 | 4 | $258,286 | $328,700 | $239,777 |
| 2021 | $4,491,863 | $577,847 | $251,460 | $178,468 | 4 | $217,837 | $548,271 | $262,162 |
| 2020 | $4,165,969 | $385,906 | $265,478 | $200,908 | 4 | — | $359,146 | $226,798 |
| 2019 | $4,045,753 | $308,191 | $246,200 | $183,988 | 4 | — | $282,252 | $217,847 |
Under IRS private-foundation payout rules, Cator Family Endowment Fund reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Cator Family Endowment Fund's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$53K (2019) → $57K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $57K, to Bank of America N a (Trustee).
Frequently asked questions about Cator Family Endowment Fund
How much does Cator Family Endowment Fund give each year?
Cator Family Endowment Fund gave $218K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 4 grants.
What is Cator Family Endowment Fund's typical grant size?
Cator Family Endowment Fund's median grant in 2025 was $54,500, and its average grant was $54,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does Cator Family Endowment Fund give grants?
Cator Family Endowment Fund gives mostly in Texas: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (25%).
Does Cator Family Endowment Fund give general operating support?
Yes: 100% of Cator Family Endowment Fund's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Cator Family Endowment Fund?
Cator Family Endowment Fund reported $5.3M in total assets on its 2025 IRS Form 990-PF. It paid out $241K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Cator Family Endowment Fund's EIN?
Cator Family Endowment Fund's EIN (Employer Identification Number) is 11-3822699. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
Live grants for the work Cator Family Endowment Fund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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