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Nonprofit · EIN 11-3822699

CATOR FAMILY ENDOWNMENT FUND

Tax-exempt · PENNINGTON, NJ 08534

Financials

$212K$269K2023$779K$259K2024$574K$296K2025
Revenue Expenses · by fiscal year end
Financials of CATOR FAMILY ENDOWNMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$574,490$295,948$278,542$5,290,322$0$5,290,322
December 31, 2024990-PF$778,747$258,825$519,922$5,012,682$0$5,012,682
December 31, 2023990-PF$211,872$268,779-$56,907$4,519,642$0$4,519,642
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$128,583
Net gain from sales of assets
$445,654
Other income
$253

Expenses

Grants and similar amounts paid
$218,000
Compensation of officers, directors and key employees
$57,241
Disbursements for charitable purposes
$240,896
Excise tax on investment income
$7,476

Balance sheet and other

Total assets, start of year
$5,012,682
Total assets, end of year
$5,290,322
Total liabilities, end of year
$0
Net assets, end of year
$5,290,322
Fair market value of assets
$6,128,727
Qualifying distributions
$240,896
Net investment income
$574,490

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$57,241
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$55,603
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$55,942

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% MERRILL LYNCH BANK & TRUST CO
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-3822699
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,290,322
Income (IRS master file)
$4,010,463

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$574,490$295,948$5,290,322IRS
990-PFDecember 2024$778,747$258,825$5,012,682IRS
990-PFDecember 2023$211,872$268,779$4,519,642XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3822699).

Questions about CATOR FAMILY ENDOWNMENT FUND

What is the EIN of CATOR FAMILY ENDOWNMENT FUND?
The employer identification number (EIN) of CATOR FAMILY ENDOWNMENT FUND is 11-3822699.
Is CATOR FAMILY ENDOWNMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to CATOR FAMILY ENDOWNMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CATOR FAMILY ENDOWNMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of CATOR FAMILY ENDOWNMENT FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATOR FAMILY ENDOWNMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CATOR FAMILY ENDOWNMENT FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $57,241 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does CATOR FAMILY ENDOWNMENT FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $574,490, expenses of $295,948 and total assets of $5,290,322 at year end.

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