Totals
- Total revenue
- $137,500
- Total expenses
- $141,710
- Contributions and grants received
- $137,500
- Grants paid
- $128,319
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $791
- Total liabilities, end of year
- $1,425
- Net assets or fund balances, end of year
- -$634
- Program services expenses (Part IX)
- $128,319
- Management and general expenses
- $13,391
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $128,319
Program services were 90.6% 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.
-
1d · Related organizations
$137,500
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $75,515 · program services $75,515
-
2 · Grants to domestic individuals
total $52,804 · program services $52,804
-
9 · Other employee benefits
total $1,200 · management and general $1,200
-
11a · Fees: management
total $2,228 · management and general $2,228
-
11b · Fees: legal
total $5,406 · management and general $5,406
-
13 · Office expenses
total $2,014 · management and general $2,014
-
14 · Information technology
total $1,890 · management and general $1,890
-
24a · Other expenses: TELEPHONE
total $320 · management and general $320
-
24b · Other expenses: POSTAGE
total $226 · management and general $226
-
24c · Other expenses: LICENCES
total $75 · management and general $75
-
24d · Other expenses: AUTO
total $32 · management and general $32
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,886 · end of year $791
-
9 · Prepaid expenses and deferred charges
beginning of year $1,293
-
17 · Accounts payable and accrued expenses
beginning of year $1,603 · end of year $1,425
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $3,576 · end of year -$634
Mission and programs · 2024
Mission
THE CARITAS FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION CREATED TO BRING VITAL SERVICES AND PROGRAMS TO THE UNDERSERVED MEMBERS OF OUR GLOBAL COMMUNITIES THROUGH EDUCATION, ACHIEVEMENT, EMPOWERMENT, AND INVOLVEMENT.
Activities or mission (Part I)
THE CARITAS FOUNDATION WILL PROVIDE PROGRAMS AND SERVICES TO THE AFFORDABLE HOUSING COMMUNITIES OF THE CARITAS CORPORATION AND ITS AFFILIATES. THE CARITAS CORPORATION AND ITS AFFILIATES ARE NONPROFIT ENTITIES ORGANIZED AS 501(C)(3) ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE.
-
THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILIES THROUGH A ROUGH TIME. DURING 2024, 29 FAMILIES WERE PROVIDED SUPPORT.
Expenses $44,320 · Grants $44,320
-
PROMOTION AND SUPPORT OF COMMUNITY BUILDING ACTIVITIES TO CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR LOW INCOME FAMILIES IN THE CARITAS CORPORATION COMMUNITIES. THE CARITAS COMMUNITIES HOUSE APPROXIMATELY 16,000 INDIVIDUALS WHO BENEFIT FROM THESE ACTIVITIES.
Expenses $31,195 · Grants $31,195
-
DURING 2024, THERE WERE SCHOLARSHIPS TO 28 RESIDENTS OF THE CARITAS COMMUNITIES.
Expenses $30,150 · Grants $30,150
-
THE ORGANIZATION PROVIDES EDUCATIONAL TOOLS, INCLUDING BOOKS THAT HAVE BEEN PROVIDED TO THE CHILDREN IN THE COMMUNITIES AND A SUMMER READING PROGRAM. DURING 2024, THE SUMMER READING PROGRAM PROVIDED BOOKS FOR 162 CHILDREN.
Expenses $22,654 · Grants $22,654
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Therese BejotteTHERESE BEJOTTE
CHIEF OPERATING OFFICER
- Total calculated
- $256,119
- From this org
- $0
- From related orgs
- $237,916
- Other
- $18,203
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $237,916 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,304 related
- Nontaxable benefits
- $0 + $14,898 related
- Filer's total
- $0 + $256,118 related
-
Penny SernaPENNY SERNA
CHIEF FINANCIAL OFFICER
- Total calculated
- $173,277
- From this org
- $0
- From related orgs
- $163,582
- Other
- $9,695
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $163,582 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,337 related
- Nontaxable benefits
- $0 + $7,358 related
- Filer's total
- $0 + $173,277 related
-
Gabe ChavezGABE CHAVEZ
VP OF DEVELOPMENT
- Total calculated
- $151,120
- From this org
- $0
- From related orgs
- $148,992
- Other
- $2,128
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $148,992 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,128 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $151,120 related
-
John WoolleyJOHN WOOLLEY
CHIEF INVESTING OFFICER
- Total calculated
- $137,469
- From this org
- $0
- From related orgs
- $137,249
- Other
- $220
- Hours/week
- 1 + 40 related
-
Samantha McCullaghSAMANTHA MCCULLAGH
CHIEF MISSION OFFICER
- Total calculated
- $111,419
- From this org
- $0
- From related orgs
- $110,047
- Other
- $1,372
- Hours/week
- 1 + 40 related
-
Robert R RedwitzROBERT R REDWITZ
CEO & CHAIRMAN OF THE BOAR
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
Christine DunfeyCHRISTINE DUNFEY
CO-CHAIR & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim CannonTIM CANNON
SECRETARY & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tom RedwitzTOM REDWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carol McDermottCAROL MCDERMOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert ThiergartnerROBERT THIERGARTNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer E RivaJENNIFER E RIVA
VP OF FINANCE
- Total calculated
- $0
- Hours/week
- 1 + 2 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
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
-
$31,856
PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS
-
CARITAS AFFORDABLE HOUSING INC
$17,044
PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS, PARK MAINTENANCE, AND RECREATIONAL ACTIVITIES
-
$14,351
PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES.
-
$12,264
PROVIDE RECREATIONAL ACTIVITIES FOR RESIDENTS OF PARKS.
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.
-
501(C)(3) · SUPPORT ORG & PROVIDE AFFORDABLE HOUSING · CA
-
CARITAS AFFORDABLE HOUSING INC
501(C)(3) · PROVIDE AFFORDABLE HOUSING · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513189349302796
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