Private foundation (trust)EIN 826427035Est. 2017-11

THE CARITAS FUND

MONTGOMERY, AL 36102

Total Assets

$3.3M

FY 2023

Annual Giving

$160K

FY 2023

Grants Made

37

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$1K–$15K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$76K

Total Expenses

$170K

Qualifying Distributions

$167K

Distributable Amount

$154K

Min. Investment Return

$155K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

37 grants

Grant sizes from minimum $1K through median $2K to maximum $15K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $160K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

161 grants

MONTGOMERY AREA FOOD BANK
$52K
4 grants
LAKE TOXAWAY CHARITIES
$50K
4 grants
THE NATIONAL WWII MUSEUM
$37K
2 grants
CENTRAL ALABAMA COMMUNITY FOUNDATIO
$35K
3 grants
CHRISTCHURCH
$34K
3 grants
THOMAS FOUNDATION
$25K
1 grant
UNITED WAY OF NORTHWEST FL
$25K
1 grant
CHRIST THE KING EPISCOPAL CHURCH
$25K
4 grants

Grant Size Distribution

161 grants

<$10K
146
grants
$10–50K
15
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

12 states

Alabama
$322K
50% of total
North Carolina
$64K
10% of total
Florida
$58K
9% of total
Louisiana
$41K
6% of total
Georgia
$40K
6% of total
District of Columbia
$40K
6% of total
Texas
$37K
6% of total
Virginia
$12K
2% of total
New Jersey
$11K
2% of total
Ohio
$7K
1% of total

+2 more states

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THE CARITAS FUND — Grants, Financials & Contact | Grantivo