Nonprofit · EIN 47-4047515
CARITAS FOUNDATION
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $137,500 | $141,710 | -$4,210 | $791 | $1,425 | -$634 |
| December 31, 2023 | 990 | $190,766 | $195,960 | -$5,194 | $5,179 | $1,603 | $3,576 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $137,500
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $128,319
- Salaries, compensation and benefits (total)
- $1,200
- Professional fundraising fees
- $0
- Legal fees
- $5,406
- Program services (functional)
- $128,319
- Management and general (functional)
- $13,391
Balance sheet and other
- Total assets, start of year
- $5,179
- Total assets, end of year
- $791
- Total liabilities, end of year
- $1,425
- Net assets, end of year
- -$634
- Gross receipts
- $137,500
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2015
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESE BEJOTTE | CHIEF OPERATING OFFICER Officer | 1 | $0 | $237,916 | $18,203 |
| PENNY SERNA | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $163,582 | $9,695 |
| GABE CHAVEZ | VP OF DEVELOPMENT Highest-paid employee | 1 | $0 | $148,992 | $2,128 |
| JOHN WOOLLEY | CHIEF INVESTING OFFICER Officer | 1 | $0 | $137,249 | $220 |
| SAMANTHA MCCULLAGH | CHIEF MISSION OFFICER Officer | 1 | $0 | $110,047 | $1,372 |
| ROBERT R REDWITZ | CEO & CHAIRMAN OF THE BOAR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINE DUNFEY | CO-CHAIR & BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIM CANNON | SECRETARY & BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM REDWITZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROL MCDERMOTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT THIERGARTNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER E RIVA | VP OF FINANCE Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THERESE BEJOTTE | CHIEF OPERATING OFFICER Officer | 1 | $0 | $250,770 | $3,304 |
| JOHN WOOLLEY | CHIEF INVESTING OFFICER Officer | 1 | $0 | $193,017 | $0 |
| PENNY SERNA | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $171,445 | $2,337 |
| GABE CHAVEZ | VP OF DEVELOPMENT Highest-paid employee | 1 | $0 | $151,168 | $2,128 |
| SAMANTHA MCCULLAGH | CHIEF MISSION OFFICER Officer | 1 | $0 | $85,331 | $0 |
| ROBERT THIERGARTNER | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| TOM REDWITZ | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| CAROL MCDERMOTT | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| CHRISTINE DUNFEY | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| TIM CANNON | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| ROBERT R REDWITZ | CEO & CHAIRMAN OF THE BOAR Trustee or director, Officer | 0 | $0 | $0 | $0 |
| JOHN MARKEL | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| JENNIFER E RIVA | VP OF FINANCE Officer | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 PARK PLZ STE 1700, IRVINE, CA 92614-8540
- Mailing address (990-N for 2015)
- 5520 Trabuco Road, Irvine CA 92620
- Principal officer (990 for 2024)
- JENNIFER RIVA, 3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
- Principal officer (990-N for 2015)
- Robert Redwitz, 5520 Trabuco Road, Irvine CA 92620
- Signed the 990
- JENNIFER RIVA, VP OF FINANCE
- Phone
- (949) 753-1514
- Website
- WWW.CARITASFOUNDATIONCA.ORG
- Return prepared by
- REDWITZ INC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-4047515 or by the name CARITAS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4047515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $791
- Income (IRS master file)
- $137,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $137,500 | $141,710 | $791 | XML |
| 990 | December 2023 | $190,766 | $195,960 | $5,179 | XML |
| 990 | December 2022 | $246,288 | $232,835 | $9,019 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Robert Redwitz | December 31, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-4047515).
Questions about CARITAS FOUNDATION
- What is the EIN of CARITAS FOUNDATION?
- The employer identification number (EIN) of CARITAS FOUNDATION is 47-4047515.
- Is CARITAS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to CARITAS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARITAS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARITAS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARITAS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CARITAS FOUNDATION?
- The 990 for the year ended December 31, 2024 names JENNIFER RIVA.
- Who are the officers and directors of CARITAS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CARITAS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $137,500, expenses of $141,710 and total assets of $791 at year end.
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