2025-12-05T09:03:50-06:00 2024-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2024-01-01 981496423 FONDATION CARIS FOND 9729472781 55 MAIN STREET 200 COLLEYVILLE TX 76034 CHRISTOPHER R HARMON DIRECTOR/SECRETARY & TREAS, COO 9729472781 2025-12-05 1 1 CURTIS MAXFIELD P00445178 8172599100 2024 2025-03-06 01:10:19Z CHRISTOPHER R HARMON 55 MAIN STREET 200 COLLEYVILLE TX 76034 1980437 0 X N/A X 2020 TX THE MISSION OF THE FONDATION CARIS IS TO HELP THOSE IN NEED AND STRENGTHEN COMMUNITIES BY ESTABLISHING PROGRAMS AND PROVIDING DIRECT SERVICES TO MEET THE MEDICAL, HOUSING, NUTRITIONAL AND WELL-BEING NEEDS. 4 1 0 0 0 0 0 1980437 0 0 0 0 0 0 0 1980437 0 0 0 0 0 966101 0 0 0 0 895188 0 1861289 0 119148 0 234527 0 107064 0 127463 NONE 0 0 1680195 THE MISSION OF THE FONDATION CARIS IS TO HELP THOSE IN NEED AND STRENGTHEN COMMUNITIES BY ESTABLISHING PROGRAMS AND PROVIDING DIRECT SERVICES TO MEET THE MEDICAL, HOUSING, NUTRITIONAL AND WELL-BEING NEEDS. 1680195 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X TANDRA WHISLER 9729472782 750 W JOHN CARPENTER FRWY STE 800 IRVING TX 75039 KATHRYN ANN HALBERT PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER ROBERT HARMON VP 5.00 20.00 X X 0 210000 21921 KERLYNE ZEPHIR TREASURER - PARTIAL YEAR 40.00 X X 0 0 38690 JUNIOR LIMA SECRETARY 40.00 X X 0 0 29422 JEAN PHILIPPE CONSTANT MEMBER 0.00 X 0 0 7160 0 210000 97193 0 0 1 0 0 1980437 1980437 1980437 0 0 0 75036 75036 583322 504216 79106 284648 250446 34202 23095 20320 2775 24716 20843 3873 94715 83334 11381 250 250 74191 69461 4730 70219 70219 137845 127746 10099 2146 2146 PATIENT ASSISTANCE COST 305700 305700 OTHER EXPENSES 185406 150478 34928 1861289 1680195 181094 0 0 196901 0 27626 0 10000 0 234527 0 107064 0 107064 X 127463 0 127463 0 234527 X 119148 8315 X X 1 X 1 X 1 0 X 1980437 1980437 1980437 1980437 207877 1772560 1980437 0.89500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYROLL LIABILITIES 106720 OTHER LIABILITIES 344 107064 X PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2020. 0 0 0 0 0 0 0 0 0 CHRISTOPHER ROBERT HARMON VP 0 165000 0 45000 0 0 0 10453 0 11468 0 231921 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD UNRESTRICTED ASSETS 8,315. FORM 990, PART XII, LINE 2C THE OVERSIGH AND SELECTION PROCESS OF THE AUDIT COMMITTEE STARTED FOR THE CURRENT YEAR. CARIS FOUNDATION INTERNATIONAL 750 W JOHN CARPENTER FRWY STE 800 IRVING TX 75039 261488005 HELP PEOPLE IN NEED AND ALLEVIATE AS MUCH HUMAN SUFFERING AS POSSIBLE TX 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 CARIS FOUNDATION INTERNATIONAL O 290338 FMV