The Caritas Fund
The Caritas Fund is a private foundation based in Montgomery, Alabama. Its 2025 filing lists grants to charitable organizations, with grant dollars going to recipients in Alabama and several other states.
The Caritas Fund at a glance
In short: The Caritas Fund gave $220K across 27 grants in 2025 (avg $8K), mostly in Alabama. 4% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $220,007
- +10.0% vs 2024
- Grants made (2025)
- 27
- -20.6% vs 2024
- Average grant
- $8,148
- +38.5% vs 2024
- Median grant
- $5,000
- Total assets
- $1,385,559
- +3.8% vs 2024
- New grantees (estimate)
- 4% first-time grantees (1 of 27, 2025)
- Primary geography
- Alabama (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Caritas Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Regions Bank PO Box 2450, Montgomery, AL 36102
Phone: (334) 230-6103
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Caritas Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Seaside Neighborhood School ($45K). Together the top 10 received $173K.
Grant Size Distribution
167 grants across all recorded years
The most common grant size was under $50K: 167 grants of 167 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Alabama recipients received 57% of grant dollars, followed by Florida at 20%, Georgia at 9%, Louisiana at 5%, and North Carolina at 5%.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
States
Cities
Is The Caritas Fund open to new grantees?
4%
first-time grantees, 2025
In 2025, 1 of 27 grantees (4%) were first-time recipients. First grants averaged $10K; repeat grants $8K. How we count
Medians: $10K first-time, $5K repeat.
- 96% of 2025 grantees were also funded in 2024. Method
- Giving grew 48% from 2022 to 2025. Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $104K (2019) to $220K (2025). In 2025 it made 27 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Seaside Neighborhood School Santa Rosa Beach, FL | General Fund | $45,000 |
| Christchurch Montgomery, AL | General Fund | $35,000 |
| Central Alabama Community Foundatio Montgomery, AL | General Fund | $15,000 |
| First Presbyterian Church Montgomery, AL | General Fund | $15,000 |
| National Wwii Museum New Orleans, LA | General Fund | $12,000 |
| Montgomery Area Food Bank Montgomery, AL | General Fund | $11,000 |
| All Saints Episcopical Church Montgomery, AL | General Fund | $10,000 |
| Lake Toxaway Charities Lake Toxaway, NC | General Fund | $10,000 |
| Respite for All Foundation Montgomery, AL | General Fund | $10,000 |
| Intown Cares Atlanta, GA | General Fund | $10,000 |
Ready to take the next step with The Caritas Fund?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,385,559 | $289,963 | $238,653 | $220,007 | 27 | $228,756 | $287,951 | $195,221 |
| 2024 | $1,334,249 | $257,549 | $212,872 | $200,006 | 34 | $208,188 | $255,981 | $192,998 |
| 2023 | $1,289,572 | $75,793 | $170,043 | $160,006 | 37 | $166,832 | $76,260 | $153,603 |
| 2022 | $1,383,822 | $59,967 | $160,367 | $149,005 | 39 | $155,753 | $64,067 | $146,463 |
| 2021 | $1,484,222 | $94,213 | $150,508 | $140,006 | 30 | $147,104 | $92,887 | $150,340 |
| 2020 | $1,540,517 | $67,905 | $122,670 | $115,005 | 35 | — | $61,472 | $118,547 |
| 2019 | $1,595,042 | $73,511 | $130,560 | $104,004 | 27 | — | $74,592 | $110,763 |
Under IRS private-foundation payout rules, The Caritas Fund reported a distributable amount of $195K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the funder is provided. Its 2025 grants include support for organizations such as churches, schools, a food bank, a museum, and charitable foundations.
Some 2024 grantees describe their work as serving particular needs. Lake Toxaway Charities says it supports charities, medical outreach, and educators working with people who are abused, disabled, indigent, or have special needs in Transylvania County, North Carolina. Respite for All Foundation says it supports respite volunteer ministries for people living with Alzheimer’s and other forms of dementia and their caregivers. Family Sunshine Center describes its mission as helping victims of family violence and sexual assault and working to end the cycle of violence. These are the grantees’ stated missions, not the funder’s.
Grantmaking
In 2025, the Caritas Fund awarded 27 grants totaling $220,007. Grant amounts ranged from $1,000 to $45,000, with a median of $5,000. The largest grants included $45,000 to Seaside Neighborhood School in Santa Rosa Beach, Florida; $35,000 to ChristChurch in Montgomery, Alabama; and $15,000 each to Central Alabama Community Foundation and First Presbyterian Church, both in Montgomery. Each of these grants was listed for a general fund.
Leadership & Key People
Officers and directors from IRS filings
The Caritas Fund's only listed officer is Regions Bank Trust Department, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Regions Bank Trust Department
Trustee
On filings since 2019
$6K (2019) → $11K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Regions Bank Trust Department (Trustee).
Frequently asked questions about The Caritas Fund
How much does The Caritas Fund give each year?
The Caritas Fund gave $220K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 34 grants.
What is The Caritas Fund's typical grant size?
The Caritas Fund's median grant in 2025 was $5,000, and its average grant was $8,148, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Caritas Fund that year got $10K on average.
Where does The Caritas Fund give grants?
The Caritas Fund gives mostly in Alabama: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (20%) and Georgia (9%). The most frequent recipient cities were Montgomery, AL (17 grants), Atlanta, GA (3 grants) and Lake Toxaway, NC (2 grants).
Does The Caritas Fund give general operating support?
Yes: 100% of The Caritas Fund's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Caritas Fund's largest grantees?
The Caritas Fund's largest 2025 grantees include Seaside Neighborhood School ($45,000), Christchurch ($35,000) and Central Alabama Community Foundatio ($15,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is The Caritas Fund?
The Caritas Fund reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $229K in qualifying distributions that year, against a required minimum of $195K (roughly 5% of its investment assets).
What does The Caritas Fund fund?
No mission statement for the funder is provided. Its 2025 grants include support for organizations such as churches, schools, a food bank, a museum, and charitable foundations. See mission & focus areas ↑
How do I apply for a grant from The Caritas Fund?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Caritas Fund's EIN?
The Caritas Fund's EIN (Employer Identification Number) is 82-6427035. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Caritas Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Caritas Fund's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Caritas Fund funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-caritas-fund-morg_54f3e5c427614dfa992b452bef60f278
BibTeX
@misc{grantable_826427035_2026,
author = {{Grantable}},
title = {{The Caritas Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-caritas-fund-morg_54f3e5c427614dfa992b452bef60f278},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Caritas Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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