The Alabama State Capitol

Form 990-PFTax year 2025EIN 82-6427035

The Caritas Fund

A private foundation in Montgomery, AL. Its return for tax year 2025 lists 27 grants and $220,007 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $220,007

    Grants listed
    27
    Assets, end of year
    $1,385,559
  • Tax year 2024

    $200,006

    Grants listed
    34
    Assets, end of year
    $1,334,249
  • Tax year 2023

    $160,006

    Grants listed
    37
    Assets, end of year
    $1,289,572
  • Tax year 2022

    $149,005

    Grants listed
    39
    Assets, end of year
    $1,383,822
  • Tax year 2021

    $140,006

    Grants listed
    30
    Assets, end of year
    $1,484,222
  • Tax year 2020

    $115,005

    Grants listed
    35
    Assets, end of year
    $1,540,517
  • Tax year 2019

    $104,004

    Grants listed
    27
    Assets, end of year
    $1,595,042
  • Tax year 2018

    $77,000

    Grants listed
    20
    Assets, end of year
    $1,643,778

Grants paid in 2025

27 grants, largest first

As listed on the return.

  1. Seaside Neighborhood SchoolSanta Rosa Beach, FL

    General fund

    $45,000
  2. ChristchurchMontgomery, AL

    General fund

    $35,000
  3. Central Alabama Community FoundatioMontgomery, AL

    General fund

    $15,000
  4. First Presbyterian ChurchMontgomery, AL

    General fund

    $15,000
  5. National Wwii MuseumNew Orleans, LA

    General fund

    $12,000
  6. Montgomery Area Food BankMontgomery, AL

    General fund

    $11,000
  7. All Saints Episcopical ChurchMontgomery, AL

    General fund

    $10,000
  8. Lake Toxaway CharitiesLake Toxaway, NC

    General fund

    $10,000
  9. Respite for All FoundationMontgomery, AL

    General fund

    $10,000
  10. Intown CaresAtlanta, GA

    General fund

    $10,000
  11. YMCA of MontgomeryMontgomery, AL

    General fund

    $5,007
  12. Atlanta Botanical GardensAtlanta, GA

    General fund

    $5,000
  13. Boys & Girls Clubs of the River RegMontgomery, AL

    General fund

    $5,000
  14. Family Sunshine CenterMontgomery, AL

    General fund

    $5,000
  15. High Museum of ArtAtlanta, GA

    General fund

    $5,000
  16. Washington Association of New JerseMorristown, NJ

    General fund

    $5,000
  17. Alabama Shakespeare FestivalMontgomery, AL

    General fund

    $2,000
  18. Boy Scouts of AmericaIrving, TX

    General fund

    $2,000
  19. Friends of the Alabama ArchivesMontgomery, AL

    General fund

    $2,000
  20. Glenwood Autism and Behavioral Health CenterBirmingham, AL

    General fund

    $2,000
  21. Medical Outreach MinistriesMontgomery, AL

    General fund

    $2,000
  22. Montgomery ZooMontgomery, AL

    General fund

    $2,000
  23. Capri TheatreMontgomery, AL

    General fund

    $1,000
  24. Historic Toxaway FoundationLake Toxaway, NC

    General fund

    $1,000
  25. Mental Health AmericaMontgomery, AL

    General fund

    $1,000
  26. Montgomery Area Council on AgingMontgomery, AL

    General fund

    $1,000
  27. Rebuilding Together Central AlMontgomery, AL

    General fund

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services3 grants $16,00038% of the total
  2. Health2 grants $12,00029% of the total
  3. Food and agriculture1 grant $11,00026% of the total
  4. Education1 grant $2,0005% of the total
  5. Philanthropy and grantmaking1 grant $1,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. Alabama18 grants $125,007
  2. Florida1 grant $45,000
  3. Georgia3 grants $20,000
  4. Louisiana1 grant $12,000
  5. North Carolina2 grants $11,000
  6. New Jersey1 grant $5,000
  7. Texas1 grant $2,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Regions Bank Trust DepartmentTRUSTEE Hours 0Pay $10,829

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Kathryn & Julian Wiener FundMontgomery, AL 73 grants Preselected only $141,750 giving
  2. Working Woman's Home Association IncMontgomery, AL 28 grants Accepts applications $391,261 giving
  3. Debardeleben Foundation IncBirmingham, AL 74 grants Preselected only $217,164 giving
  4. Thompson Family FoundationBirmingham, AL 20 grants Preselected only $214,331 giving
  5. The Payne FoundationHuntsville, AL 4 grants Preselected only $213,924 giving