2018-11-12T14:49:58-06:00 2017-12-31 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2017-01-01 474047515 THE CARITAS FOUNDATION CARI 9497531514 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 ROBERT R REDWITZ CEO 9497270568 2018-11-12 1 ROBERT R REDWITZ CPA P01447663 9497531514 4.71.111.66 2018-11-12 10:54:23 PS P C253256B656227BAE63D0375BC9F9D3DA73EBD6E 731FADF69DAFE99CAD0EAA1EB2A41208B55310E4 2017 2019-02-21 02:37:17Z X ROBERT R REDWITZ 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 101352 0 X WWW.CARITASFOUNDATIONCA.ORG X 2015 CA THE CARITAS FOUNDATION WILL PROVIDE PROGRAMS AND SERVICES TO THE AFFORDABLE HOUSING COMMUNITIES OF THE CARITAS CORPORATION AND ITS AFFILIATES. THE CARITAS CORPORATION AND ITS AFFILIATES ARE NONPROFIT ENTITIES ORGANIZED AS 501(C)(3) ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. 7 5 0 0 0 0 355551 101352 0 0 0 0 0 0 355551 101352 149791 165386 0 0 68423 47150 0 0 0 13979 21689 232193 234225 123358 -132873 123860 0 502 9515 123358 -9515 X THE CARITAS FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION CREATED TO BRING VITAL SERVICES AND PROGRAMS TO THE UNDERSERVED MEMBERS OF OUR GLOBAL COMMUNITIES THROUGH EDUCATION, ACHIEVEMENT, EMPOWERMENT, AND INVOLVEMENT. 0 0 29066 29066 THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILITIES THROUGH A ROUGH TIME. DURING 2017, 18 FAMILIES WERE PROVIDED SUPPORT. 97651 97651 PROMOTION AND SUPPORT OF COMMUNITY BUILDING ACTIVITIES TO CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR LOW INCOME FAMILIES IN THE CARITAS CORPORATION COMMUNITIES. THE CARITAS COMMUNITIES HOUSE APPROXIMATELY 12,500 INDIVIDUALS WHO BENEFIT FROM THESE ACTIVITIES. 6175 6175 SCHOLARSHIPS TO 15 RESIDENTS OF THE CARITAS COMMUNITIES DURING 2017. 12000 12000 THE ORGANIZATION PROVIDES EDUCATIONAL TOOLS, INCLUDING BOOKS THAT HAVE BEEN PROVIDED TO THE CHILDREN IN THE COMMUNITIES AND A SUMMER READING PROGRAM. THE SUMMER READING PROGRAM PROVIDED 1,135 BOOKS FOR 229 CHILDREN. 20494 20494 THE ORGANIZATION PROVIDED FUNDS TO BAHIA VILLAGE MOBILE HOME PARK COMMUNITY FOR A MUCH NEEDED FENCE TO INCREASE SECURITY FOR THE APPROXIMATELY 504 RESIDENTS. 32494 32494 165386 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X PENNY SERNA 9497270568 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 CHUCK PACKARD BOARD MEMBER 0.00 X 0 0 0 BOB THIERGARTNER BOARD MEMBER 0.00 X 0 0 0 TOM REDWITZ BOARD MEMBER 0.00 X 0 0 0 CAROL MCDERMOTT BOARD MEMBER 0.00 X 0 0 0 ROBERT R REDWITZ CEO & CHAIRMAN OF THE BOAR 0.00 8.00 X X 0 0 0 ALISA FREUNDLICH BOARD MEMBER 0.00 X 0 0 0 TIM CANNON BOARD MEMBER 0.00 X 0 0 0 GLEN ROGERS BOARD MEMBER 0.00 X 0 0 0 JENNIFER E RIVA VP OF FINANCE 0.00 2.00 X 0 0 0 THOMAS MAURO CHIEF MISSION OFFICER 40.00 X 0 131019 0 JOHN WOOLLEY CHIEF INVESTING OFFICER 1.00 40.00 X 0 135588 0 THERESE BEJOTTE CHIEF OPERATING OFFICER 0.00 40.00 X 0 0 0 PENNY SERNA CHIEF FINANCIAL OFFICER 0.00 40.00 X 0 0 0 0 266607 0 0 0 0 0 0 100000 1352 101352 101352 0 0 0 20994 20994 144392 144392 42484 42484 2295 2295 2371 2371 107 107 525 525 1179 1179 8456 8456 MISC EXPENSE 5484 5484 TELEPHONE 2099 2099 MEALS 1660 1660 AUTO 1039 1039 1140 1140 234225 165386 68839 0 123860 123860 0 502 9515 502 9515 X 0 0 0 0 123358 -9515 123358 -9515 123860 0 -132873 0 X 0 1 X 1 0 X 355551 101352 456903 355551 101352 456903 0 0 0 456903 355551 101352 456903 X PART VI THE ORGANIZATION WAS FORMED DURING 2015, BUT HAD NO ACTIVITY DURING ITS FIRST YEAR. THE ORGANIZATION BEGAN RECEIVING CONTRIBUTIONS AT THE BEGINNING OF 2016. 1 THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 501(C)(3) 20494 INSTALLATION OF PERIMITER FENCING TO PROVIDE SECRUITY AND SAFETY IN MOBILE HOME PARK. 1 RENTAL, EDUCATIONAL, MAINTANCE, COMMUNITY BUILDING 12500 144392 FORM 990, PART VI, SECTION A, LINE 2 ROBERT R. REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND TOM REDWITZ (BOARD MEMBER) ARE BROTHERS, BUT THEY DO NOT OTHERWISE TRANSACT BUSINESS TOGETHER. ROBERT R REDWITZ (CEO & CHAIRMAN OF THE BOARD) AND JENNIFER E. RIVA (VP OF FINANCE) ARE BOTH OWNERS OF THE ACCOUNTING FIRM (REDWITZ, INC.) THAT MANAGES THE OPERATIONS AND FINANCES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 BIRTCHER ANDERSON REALTY MANAGEMENT, INC. HAS TAKEN OVER THE RESPONSIBILITIES OF PROPERTY MANAGEMENT AS OF NOVEMBER 2009. ITS DUTIES INCLUDE MANAGING ON-SITE MOBILE HOME PARK EMPLOYEES, RESPONDING TO RESIDENT QUESTIONS/CONCERNS, MANAGING REPAIR AND MAINTENANCE PROJECTS, COLLECTION OF RENTS, RECORDING ACCOUNTING TRANSACTIONS, AND MONITORING COMPLIANCE WITH MOBILE HOME PARK RULES AND REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY THROUGH A REVIEW OF THE POLICY AND BUSINESS TRANSACTIONS WITH RELATED PARTIES AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS INITIATED, IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY, A FORMAL MARKET COMPTETITIVE STUDY TO DETERMINE THE REASONABLE COMPENSATION FOR ITS OFFICERS WHO WERE ALSO DIRECTORS. THIS STUDY WAS DONE BY OUTSIDE LEGAL COUNSEL AND RESULTED IN A COMPREHENSIVE COMPENSATION AGREEMENT THAT WAS DEEMED INDEPENDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE CARITAS CORPORATION 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330694603 SUPPORT ORG & PROVIDE AFFORDABLE HOUSING CA 501(C)(3) LINE 10 0 CARITAS AFFORDABLE HOUSING INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 330829212 PROVIDE AFFORDABLE HOUSING CA 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE CARITAS CORPORATION B 24526 ACTUAL CARITAS AFFORDABLE HOUSING INC B 4540 ACTUAL THE CARITAS CORPORATION C 100000 ACTUAL THE CARITAS CORPORATION B 20494 ACTUAL