Nonprofit · EIN 82-6427035
CARITAS FUND
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $289,963 | $238,653 | $51,310 | $1,385,559 | $0 | $1,385,559 |
| December 31, 2024 | 990-PF | $257,549 | $212,872 | $44,677 | $1,334,249 | $0 | $1,334,249 |
| December 31, 2023 | 990-PF | $75,793 | $170,043 | -$94,250 | $1,289,572 | $0 | $1,289,572 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $62,735
- Interest
- $36
- Net gain from sales of assets
- $228,970
- Other income
- -$1,778
Expenses
- Grants and similar amounts paid
- $220,007
- Compensation of officers, directors and key employees
- $10,829
- Disbursements for charitable purposes
- $228,756
- Excise tax on investment income
- $4,003
Balance sheet and other
- Total assets, start of year
- $1,334,249
- Total assets, end of year
- $1,385,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,385,559
- Fair market value of assets
- $4,779,404
- Qualifying distributions
- $228,756
- Net investment income
- $291,741
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $10,829 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $9,819 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET SUITE 280, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $7,732 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % REGIONS BANK AS TRUSTEE
- Signed the 990-PF
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (334) 230-6103
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
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 | 990-PF 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
- 82-6427035
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,385,559
- Income (IRS master file)
- $446,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $289,963 | $238,653 | $1,385,559 | IRS |
| 990-PF | December 2024 | $257,549 | $212,872 | $1,334,249 | IRS |
| 990-PF | December 2023 | $75,793 | $170,043 | $1,289,572 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 82-6427035).
Questions about CARITAS FUND
- What is the EIN of CARITAS FUND?
- The employer identification number (EIN) of CARITAS FUND is 82-6427035.
- Is CARITAS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to CARITAS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARITAS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARITAS FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARITAS FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CARITAS FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,829 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does CARITAS FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $289,963, expenses of $238,653 and total assets of $1,385,559 at year end.
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