2025-11-14T09:06:55-06:00 2024-12-31 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2024-01-01 474047515 THE CARITAS FOUNDATION CARI 9497531514 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 JENNIFER RIVA VP OF FINANCE 9497270568 2025-11-14 1 0 ROBERT R REDWITZ CPA P01447663 9497531514 2025-11-14 2024 2025-03-06 01:10:19Z JENNIFER RIVA 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 137500 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 190766 137500 0 0 0 0 0 0 190766 137500 190264 128319 0 0 1864 1200 0 0 0 3832 12191 195960 141710 -5194 -4210 5179 791 1603 1425 3576 -634 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 44320 44320 THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILIES THROUGH A ROUGH TIME. DURING 2024, 29 FAMILIES WERE PROVIDED SUPPORT. 31195 31195 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. 30150 30150 DURING 2024, THERE WERE SCHOLARSHIPS TO 28 RESIDENTS OF THE CARITAS COMMUNITIES. 22654 22654 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. 22654 22654 128319 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 0 0 0 0 0 0 1 0 0 0 1 2 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 THERESE BEJOTTE CHIEF OPERATING OFFICER 1.00 40.00 X 0 237916 18203 PENNY SERNA CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 163582 9695 GABE CHAVEZ VP OF DEVELOPMENT 1.00 40.00 X 0 148992 2128 JOHN WOOLLEY CHIEF INVESTING OFFICER 1.00 40.00 X 0 137249 220 SAMANTHA MCCULLAGH CHIEF MISSION OFFICER 1.00 40.00 X 0 110047 1372 ROBERT R REDWITZ CEO & CHAIRMAN OF THE BOAR 1.00 8.00 X X 0 0 0 CHRISTINE DUNFEY CO-CHAIR & BOARD MEMBER 1.00 1.00 X 0 0 0 TIM CANNON SECRETARY & BOARD MEMBER 1.00 1.00 X 0 0 0 TOM REDWITZ BOARD MEMBER 1.00 1.00 X 0 0 0 CAROL MCDERMOTT BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT THIERGARTNER BOARD MEMBER 1.00 1.00 X 0 0 0 JENNIFER E RIVA VP OF FINANCE 1.00 2.00 X 0 0 0 0 797786 31618 0 0 1 0 0 137500 137500 137500 0 0 0 75515 75515 52804 52804 1200 1200 2228 2228 5406 5406 2014 2014 1890 1890 TELEPHONE 320 320 POSTAGE 226 226 LICENCES 75 75 AUTO 32 32 141710 128319 13391 0 3886 791 1293 5179 791 1603 1425 1603 1425 X 0 0 0 0 3576 -634 3576 -634 5179 791 -4210 0 X 0 1 X 1 0 X 157966 170054 246288 190766 137500 902574 157966 170054 246288 190766 137500 902574 0 0 0 902574 157966 170054 246288 190766 137500 902574 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 THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 12264 0 PROVIDE RECREATIONAL ACTIVITIES FOR RESIDENTS OF PARKS. THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 14351 0 PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES. CARITAS AFFORDABLE HOUSING INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330829212 501(C)(3) 17044 0 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS, PARK MAINTENANCE, AND RECREATIONAL ACTIVITIES THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 31856 0 PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS SCHOLARSHIPS 28 30150 EDUCATIONAL 162 22654 0 0 0 0 0 0 0 0 0 THERESE BEJOTTE CHIEF OPERATING OFFICER 0 237916 0 0 0 0 0 3304 0 14898 0 256118 0 0 PENNY SERNA CHIEF FINANCIAL OFFICER 0 163582 0 0 0 0 0 2337 0 7358 0 173277 0 0 GABE CHAVEZ VP OF DEVELOPMENT 0 148992 0 0 0 0 0 2128 0 0 0 151120 0 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. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC THERESE BEJOTTE - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. SAMANTHA MCCULLAGH - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. JOHN WOOLLEY - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. PENNY SERNA - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. ROBERT THIERGARTNER - 31910 DEL OBISPO ST, SAN JUAN CAPISTRANO, CA 92675. TOM REDWITZ - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. CAROL MCDERMOTT - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. CHRISTINE DUNFEY - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. TIM CANNON - 1861 E. MIRALOMA AVENUE, PLACENTIA, CA 92870. ROBERT R. REDWITZ - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. JENNIFER E. RIVA - 1 ALMADEN BLVD., #750, SAN JOSE, CA 95113. GABE CHAVEZ - 3 PARK PLAZA, SUITE 1700, IRVINE, CA 92614. 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 58471 ACTUAL CARITAS AFFORDABLE HOUSING INC B 17044 ACTUAL THE CARITAS CORPORATION C 137500 ACTUAL