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
Under IRS private-foundation payout rules, The Caritas Fund reported a distributable amount of $193K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
175 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lake Toxaway Charities ($30,000), Seaside Neighborhood School ($25,000), Central Alabama Community Foundatio ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALABAMA SHAKESPEARE FESTIVAL MONTGOMERY, AL | GENERAL FUND | $2,000 |
| ALL SAINTS EPISCOPICAL CHURCH MONTGOMERY, AL | GENERAL FUND | $10,000 |
| ATLANTA BOTANICAL GARDENS ATLANTA, GA | GENERAL FUND | $2,500 |
| BOY SCOUTS OF AMERICA IRVING, TX | GENERAL FUND | $2,000 |
| BOYS & GIRLS CLUBS OF THE RIVER REG MONTGOMERY, AL | GENERAL FUND | $5,000 |
| CAPRI THEATRE MONTGOMERY, AL | GENERAL FUND | $1,000 |
| CARING & SHARING OF SOUTH WALTON SANTA ROSA BEACH, FL | GENERAL FUND | $2,500 |
| CENTRAL ALABAMA COMMUNITY FOUNDATIO MONTGOMERY, AL | GENERAL FUND | $15,000 |
| CHRIST THE KING EPISCOPAL CHURCH HOUSTON, TX | GENERAL FUND | $4,000 |
| CHRISTCHURCH MONTGOMERY, AL | GENERAL FUND | $15,000 |
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
Frequently Asked Questions
What is The Caritas Fund?
The Caritas Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTGOMERY, AL. It holds $1.3M in total assets as of 2024.
How large is The Caritas Fund?
As of 2024, The Caritas Fund holds $1.3M in total assets with $258K in annual revenue. It awarded 34 grants totaling $200K in 2024.
Where does The Caritas Fund operate?
The Caritas Fund has awarded grants in Alabama, District of Columbia, Florida, Georgia, Louisiana, North Carolina, New Jersey, New York, Ohio, Tennessee, Texas, Virginia.
What size grants does The Caritas Fund award?
In 2024, The Caritas Fund awarded 34 grants totaling $200K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Caritas Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Caritas Fund reported a distributable amount of $193K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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