CARIDAD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARIDAD FOUNDATION (EIN 41-2063104)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-26
IRS object ID
202443319349100609
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-26T10:21:00-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721342354PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARKER & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 Auburn Avenue Suite 3AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP71201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412063104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARIDAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARIBusinessNameControlTxt
Phone3183873170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIXON ABELLPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-11-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY S PARKER CPAPreparerPersonNm
PTINP01066100PTIN
Phone3183873170PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,047,661FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,149DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,149DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,923NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,923CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$595OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$98,708TotalRevAndExpnssAmt
Total Net Invst Incm$98,113TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$16,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,862OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,862OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,914TaxesRevAndExpnssAmt
Taxes Net Invst Incm$502TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$94OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$94OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$209,170TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$186,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$110,462ExcessRevenueOverExpensesAmt
Net Investment Income$76,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,727CashBOYAmt
Cash EOY$18,333CashEOYAmt
Cash EOYFMV$18,333CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,629SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,929SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,929SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,275PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,863PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,863PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,053,293OtherInvestmentsBOYAmt
Other Investments EOY$1,015,536OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,015,536OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,093,924TotalAssetsBOYAmt
Total Assets EOY$1,047,661TotalAssetsEOYAmt
Total Assets EOYFMV$1,047,661TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,093,924NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,047,661NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,093,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,047,661TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,093,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,047,661TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,093,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$110,462ExcessRevenueOverExpensesAmt
Other Increases$64,199OtherIncreasesAmt
Subtotal$1,047,661SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,047,661TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB LONG TERMP2001-01-012023-07-01$200,122$146,452$53,670$53,670
Capital Gain Dividends$22,253
FieldValueIRS element (for citing)
Capital Gain Net Income$75,923CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,069InvestmentIncomeExciseTaxAmt
Subtotal$1,069SubtotalAmt
Tax Based On Investment Income$1,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,863EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,863TotalPaymentsAndCreditsAmt
Overpayment$5,794OverpaymentAmt
Applied To ES Tax$5,794AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DIXON W ABELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3183873170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DIXON W ABELL
2403 PARGOUD LANDINGMONROELA71201President1.00$0
MARTHA C ABELL
2403 PARGOUD LANDINGMONROELA71201Secretary1.00$0
HELEN ABELL TUFT
2403 PARGOUD LANDINGMONROELA71201Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,023,780AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,069,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,069,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,053,032NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,652MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,069TaxBasedOnInvestmentIncomeAmt
Total Tax$1,069TotalTaxAmt
Distributable Before Adj$51,583DistributableBeforeAdjAmt
Distributable Before Ded$51,583DistributableBeforeDedAmt
Distributable As Adjusted$51,583DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$186,550ExpensesAndContributionsAmt
Qualifying Distributions$186,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,583DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$21,815ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,714ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,877ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$75,098ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,139ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$324,643TotalExcessDistributionCyovAmt
Qualifying Distributions$186,550QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,583AppliedToCurrentYearAmt
Remaining Distri From Corpus$134,967RemainingDistriFromCorpusAmt
Total Corpus$459,610TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$21,815ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$437,795ExcessDistriCyovToNextYrAmt
Excess From Year4$40,714ExcessFromYear4Amt
Excess From Year3$88,877ExcessFromYear3Amt
Excess From Year2$75,098ExcessFromYear2Amt
Excess From Year1$98,139ExcessFromYear1Amt
Excess From Current Year$134,967ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSCHEDULE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SCHEDULE ATTACHEDAddressLine1Txt
CitySCHEDULE ATTACHEDCityNm
State AbbreviationLAStateAbbreviationCd
ZIP71201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE ATTACHEDGrantOrContributionPurposeTxt
Amt$186,550Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$41ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$22,149ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,923ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Exclusion1ExclusionCd
Exclusion$595ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$98,708ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,708TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPARKER & COMPANY, CPA'SCategoryTxt
Amt$16,750Amt
Net Investment Income$16,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS$30$30
PUBLICATIONS$64$64

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$595RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$3,862Amt
Net Investment Income$3,862NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$1,412
FOREIGN TAX PAID$502$502

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