2024-11-15T15:21:01-06:00 2023-12-31 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2023-01-01 474047515 THE CARITAS FOUNDATION CARI 9497531514 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 JENNIFER RIVA VP OF FINANCE 9497270568 2024-11-14 1 0 ROBERT R REDWITZ CPA P01447663 9497531514 2024-11-13 2023 2024-10-15 13:58:12Z JENNIFER RIVA 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 190766 0 X WWW.CARITASFOUNDATIONCA.ORG X 2015 CA 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. 7 6 0 7 0 0 246288 190766 0 0 0 0 0 0 246288 190766 218783 190264 0 0 0 1864 0 0 0 14052 3832 232835 195960 13453 -5194 9019 5179 249 1603 8770 3576 X 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. 0 0 50088 50088 THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILIES THROUGH A ROUGH TIME. DURING 2023, 29 FAMILIES WERE PROVIDED SUPPORT. 98389 98389 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 15,800 INDIVIDUALS WHO BENEFIT FROM THESE ACTIVITIES. 25200 25200 SCHOLARSHIPS TO 21 RESIDENTS OF THE CARITAS COMMUNITIES DURING 2023. 16587 16587 THE ORGANIZATION PROVIDES EDUCATIONAL TOOLS, INCLUDING BOOKS THAT HAVE BEEN PROVIDED TO THE CHILDREN IN THE COMMUNITIES AND A SUMMER READING PROGRAM. THE SUMMER READING PROGRAM PROVIDED BOOKS FOR 139 CHILDREN. 16587 16587 190264 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JENNIFER RIVA CPA 9497531514 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 ROBERT THIERGARTNER BOARD MEMBER 0.00 X 0 0 0 TOM REDWITZ BOARD MEMBER 0.00 X 0 0 0 CAROL MCDERMOTT BOARD MEMBER 0.00 X 0 0 0 CHRISTINE DUNFEY BOARD MEMBER 0.00 X 0 0 0 TIM CANNON BOARD MEMBER 0.00 X 0 0 0 ROBERT R REDWITZ CEO & CHAIRMAN OF THE BOAR 0.00 8.00 X X 0 0 0 JOHN MARKEL BOARD MEMBER 0.00 X 0 0 0 THERESE BEJOTTE CHIEF OPERATING OFFICER 1.00 40.00 X 0 250770 3304 SAMANTHA MCCULLAGH CHIEF MISSION OFFICER 1.00 40.00 X 0 85331 0 JOHN WOOLLEY CHIEF INVESTING OFFICER 1.00 40.00 X 0 193017 0 PENNY SERNA CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 171445 2337 JENNIFER E RIVA VP OF FINANCE 0.00 2.00 X 0 0 0 GABE CHAVEZ VP OF DEVELOPMENT 1.00 40.00 X 0 151168 2128 0 851731 7769 0 0 1 0 0 190000 766 190766 190766 0 0 0 148477 148477 41787 41787 1864 1864 592 592 2318 2318 AUTO 354 354 MEALS 189 189 TELEPHONE 160 160 DUES AND SUBSCRIPTIONS 149 149 70 70 195960 190264 5696 0 9019 3886 1293 9019 5179 249 1603 249 1603 X 0 0 0 0 8770 3576 8770 3576 9019 5179 -5194 0 X 0 1 X 1 0 X 307467 157966 170054 246288 190766 1072541 307467 157966 170054 246288 190766 1072541 0 0 0 1072541 307467 157966 170054 246288 190766 1072541 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FOLLOWING IS DISCLOSED IN THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE CORPORATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. 1 CARITAS AFFORDABLE HOUSING INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330829212 501(C)(3) 19653 0 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS CARITAS AFFORDABLE HOUSING INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330829212 501(C)(3) 12302 0 PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES AND RECREATIONAL ACTIVITIES FOR RESIDENTS. THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 67040 0 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 28348 0 PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES. THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 21134 0 PROVIDE RECREATIONAL ACTIVITIES FOR RESIDENTS OF PARKS. SCHOLARSHIPS 21 25200 EDUCATIONAL 139 16587 0 0 0 0 0 0 0 0 0 THERESE BEJOTTE CHIEF OPERATING OFFICER 0 250770 0 0 0 0 0 0 0 3304 0 254074 0 0 JOHN WOOLLEY CHIEF INVESTING OFFICER 0 193017 0 0 0 0 0 0 0 0 0 193017 0 0 PENNY SERNA CHIEF FINANCIAL OFFICER 0 171445 0 0 0 0 0 0 0 2337 0 173782 0 0 GABE CHAVEZ VP OF DEVELOPMENT 0 150828 0 0 0 340 0 0 0 2128 0 153296 0 0 PARTNERS BANK BANKING SERVICES 70 BANKING FEES; ONE OF THE SHAREHOLDERS OF PARTNERS BANK IS MR. ROBERT REDWITZ, THE CEO/CHAIRMAN OF THE BOARD OF CARITAS. 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT R. REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND TOM REDWITZ (BOARD MEMBER) ARE BROTHERS, BUT THEY DO NOT OTHERWISE TRANSACT BUSINESS TOGETHER. ROBERT R REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND JENNIFER E. RIVA (VP OF FINANCE) ARE BOTH OWNERS OF THE ACCOUNTING FIRM (REDWITZ, INC.) THAT MANAGES THE OPERATIONS AND FINANCES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AND MONITORED AT BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15A DURING BOARD MEETINGS, THE BOARD OF DIRECTORS DETERMINES A REASONABLE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 SUPPORT ORG & PROVIDE AFFORDABLE HOUSING CA 501(C)(3) LINE 10 0 CARITAS AFFORDABLE HOUSING INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330829212 PROVIDE AFFORDABLE HOUSING CA 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE CARITAS CORPORATION B 116522 ACTUAL CARITAS AFFORDABLE HOUSING INC B 31955 ACTUAL THE CARITAS CORPORATION C 190000 ACTUAL