The Caritas Fund

MONTGOMERY, AL EIN: 82-6427035

The Caritas Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 34 grants totaling $200K. Net investment income was $256K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+3.5% YoY

Annual Giving

$200K

+25.0% YoY

Grant Count

34

-8.1% YoY

Avg Grant Size

$6K

+36.0% YoY

About The Caritas Fund

Based on IRS filings

The Caritas Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 34 grants totaling $200K. Net investment income was $256K.

Ready to take the next step with The Caritas Fund?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

Alexander CityAlpharettaAtlantaBirminghamBooneCharlottesvilleChattanoogaClarkstonDallasEl PasoHighlandsHoustonIrondaleIrvingLake ToxawayMiramar BeachMontgomeryMorristownMountain BrookNew Orleans

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$71K$142K$212K$283K20202021202220232024
Metric202420232022
Total Assets$1,334,249$1,289,572$1,383,822
Revenue$257,549$75,793$59,967
Expenses$212,872$170,043$160,367
Qualifying Distributions$208,188$166,832$155,753
Net Investment Income$255,981$76,260$64,067
Distributable Amount$192,998$153,603$146,463

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K35 grants202030 grants202139 grants202237 grants202334 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LAKE TOXAWAY CHARITIES$30KSEASIDE NEIGHBORHOOD SCH…$25KCENTRAL ALABAMA COMMUNIT…$15KCHRISTCHURCH$15KNATIONAL WWII MUSEUM$12KMONTGOMERY AREA FOOD BANK$11KALL SAINTS EPISCOPICAL C…$10KFIRST PRESBYTERIAN CHURCH$10KRESPITE FOR ALL FOUNDATION$10KYMCA OF MONTGOMERY$5K

Grant Size Distribution

175 grants across all recorded years

175<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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