Nonprofit · EIN 41-6487728
CARITAS FOUNDATION
Tax-exempt · MADISON, WI 53701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $469,448 | $333,335 | $136,113 | $9,261,123 | $0 | $9,261,123 |
| December 31, 2023 | 990-PF | $1,232,807 | $878,542 | $354,265 | $9,099,146 | $0 | $9,099,146 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $284,183
- Net gain from sales of assets
- $185,265
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $28,000
- Disbursements for charitable purposes
- $278,000
- Excise tax on investment income
- $5,895
Balance sheet and other
- Total assets, start of year
- $9,099,146
- Total assets, end of year
- $9,261,123
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,261,123
- Fair market value of assets
- $12,884,888
- Qualifying distributions
- $278,000
- Net investment income
- $469,448
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAMANG B PATEL 1 S PINCKNEY ST STE 700, MADISON, WI 537034257 | EXEC. DIRECTOR, SECRETARY, | 5 | $24,000 |
| SARAH A KUEMMEL PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| KATHERINE EBY PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| JOSEPH M SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| DAVID KRUGER PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| FREDERICK P SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | PRESIDENT, DIRECTOR | 1 | $0 |
| DEBORAH A SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | VICE-PRESIDENT, DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAMANG B PATEL 1 S PINCKNEY ST STE 700, MADISON, WI 537034257 | EXEC. DIRECTOR, SECRETARY, | 5 | $24,000 |
| JOSEPH M SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $2,000 |
| SARAH A KUEMMEL PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| KATHERINE EBY PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| DAVID KRUGER PO BOX 1150, MADISON, WI 537011150 | DIRECTOR | 1 | $1,000 |
| FREDERICK P SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | PRESIDENT, DIRECTOR | 1 | $0 |
| DEBORAH A SCHWARTZ PO BOX 1150, MADISON, WI 537011150 | VICE-PRESIDENT, DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1150, MADISON, WI 53701-1150
- Signed the 990-PF
- FREDERICK P SCHWARTZ, PRESIDENT
- Phone
- (608) 257-3501
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6487728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,261,123
- Income (IRS master file)
- $2,458,515
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $469,448 | $333,335 | $9,261,123 | XML |
| 990-PF | December 2023 | $1,232,807 | $878,542 | $9,099,146 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
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 41-6487728).
Questions about CARITAS FOUNDATION
- What is the EIN of CARITAS FOUNDATION?
- The employer identification number (EIN) of CARITAS FOUNDATION is 41-6487728.
- Is CARITAS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CARITAS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARITAS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- 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-PF for the year ended December 2024.
- Who are the officers and directors of CARITAS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 5 received compensation from the organization, the highest $24,000 (HAMANG B PATEL, EXEC. DIRECTOR, SECRETARY,).
- How much revenue does CARITAS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $469,448, expenses of $333,335 and total assets of $9,261,123 at year end.
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All nonprofits in MADISON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations