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← ENDOWMENT FUND OF THE NATIONAL CONGRESS OF PARENTS AND TEACHERS

Form 990 for tax year 2024

Filed by ENDOWMENT FUND OF THE NATIONAL CONGRESS OF PARENTS AND TEACHERS.

Totals

Total revenue
$259,418
Total expenses
$41,130
Contributions and grants received
$42,129
Grants paid
$0
Program service revenue
$0
Investment income
$217,289
Other revenue
$0
Total assets, end of year
$6,157,476
Total liabilities, end of year
$29,975
Net assets or fund balances, end of year
$6,127,501
Program services expenses (Part IX)
$0
Management and general expenses
$41,130
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $42,129

  • 3 · Investment income

    total $212,653 · excluded $212,653

  • 7a · Gross sales of assets other than inventory

    securities $2,473,961

  • 7b · Less cost or other basis and sales expenses

    securities $2,469,325

  • 7c · Gain or loss

    securities $4,636

  • 7d · Net gain or loss

    total $4,636 · excluded $4,636

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $5,283 · management and general $5,283

  • 9 · Other employee benefits

    total $1,324 · management and general $1,324

  • 11f · Fees: investment management

    total $29,078 · management and general $29,078

  • 11g · Fees: other

    total $2,800 · management and general $2,800

  • 12 · Advertising and promotion

    total $1,867 · management and general $1,867

  • 24a · Other expenses: Business Registration F

    total $778 · management and general $778

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $86,544 · end of year $110,539

  • 3 · Pledges and grants receivable

    beginning of year $6,700 · end of year $1,217

  • 7 · Other notes and loans receivable

    beginning of year $2,230,864 · end of year $2,208,522

  • 11 · Investments: publicly traded securities

    beginning of year $3,797,224 · end of year $3,774,848

  • 15 · Other assets

    beginning of year $190,897 · end of year $62,350

  • 25 · Other liabilities

    beginning of year $880,060 · end of year $29,975

  • 27 · Net assets without donor restrictions

    beginning of year $5,432,169 · end of year $6,127,501

Mission and programs · 2024

Mission

The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA.

Activities or mission (Part I)

See Part III, Line 1.

  • The Endowment Fund of the National Congress of Parents and Teachers operates as a Foundation for the benefit of the National PTA.

As filed on the 2024 return.

Listed in Part VII

  • Shaton Berry

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Laura Bay

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Leslie Boggs

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Jacqueline Coogan

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Anna King

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Nathan Monell

    Executive Director (To 04/25)

    Total calculated
    $470,512
    From this org
    $0
    From related orgs
    $408,230
    Other
    $62,282
    Hours/week
    3 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,590 related
    Bonus
    $0
    Other
    $0 + $4,640 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $31,782 related
    Filer's total
    $0 + $470,512 related

  • James Thomasell

    CFO

    Total calculated
    $300,658
    From this org
    $0
    From related orgs
    $248,391
    Other
    $52,267
    Hours/week
    3 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,950 related
    Bonus
    $0
    Other
    $0 + $3,441 related
    Deferred
    $0 + $20,485 related
    Nontaxable benefits
    $0 + $31,782 related
    Filer's total
    $0 + $300,658 related

  • Howard Berman

    Executive Director (From 05/25)

    Total calculated
    $0
    Hours/week
    3 + 34.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
The Endowment Fund does not pay compensation. However, Form 990, Part VII reports compensation paid by a related organization, The National Congress of Parents and Teachers. That organization uses the following methods to establish compensation of the Executive Director: - Compensation committee - Independent compensation consultant - Approval by the Board or compensation committee

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
23 January 2026
IRS schema version
2024v5.5
Source object
202610289349300111

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