2017-11-14T19:01:03-06:00 2016-12-31 330850406 REDWITZ INC 5520 TRABUCO ROAD IRVINE CA 92620 990 2016-01-01 474047515 THE CARITAS FOUNDATION CARI 9497531514 5520 TRABUCO ROAD IRVINE CA 92620 ROBERT R REDWITZ CEO 9497270568 2017-11-14 1 ROBERT R REDWITZ CPA P01447663 9497531514 209.194.166.34 2017-11-14 16:44:14 PS P 4BEE738268E9BE093D37ECD789AB1180C914840A 31EF54DA37EFCBB8494A3F2C7262B111C02A467F 2016 2017-02-10 21:41:12Z ROBERT R REDWITZ 5520 TRABUCO RD IRVINE CA 92620 355551 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. 6 4 0 0 0 0 0 355551 0 0 0 0 0 0 0 355551 0 149791 0 0 0 68423 0 0 0 0 13979 0 232193 0 123358 0 123860 0 502 0 123358 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 25396 25396 THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILITIES THROUGH A ROUGH TIME. DURING 2016, 22 FAMILIES WERE PROVIDED SUPPORT. 85159 85159 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 12,000 INDIVIDUALS WHO BENEFIT FROM THESE ACTIVITIES. 9400 9400 SCHOLARSHIPS TO 11 RESIDENTS OF THE CARITAS COMMUNITIES DURING 2016. 29836 29836 THE ORGANIZATION PROVIDES EDUCATIONAL TOOLS, INCLUDING BOOKS THAT HAVE BEEN PROVIDED TO THE CHILDREN IN THE COMMUNITIES. IN ADDITION, FAMILIES IN NEED WERE PROVIDED GIFTS DURING THE HOLIDAY SEASON. DONATIONS WERE PROVIDED TO OTHER NONPROFIT ORGANIZATIONS FOR EDUCATIONAL RELATED NEEDS. 29836 29836 149791 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 1 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 6 4 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 5520 TRABUCO ROAD IRVINE CA 92620 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 BOARD 0.00 8.00 X X 0 0 0 ALISA FREUNDLICH 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 0.00 X 0 149995 0 JOHN WOOLLEY CHIEF INVESTING OFFICER 1.00 40.00 X 0 155211 0 THERESE BEJOTTE CHIEF OPERATING OFFICER 1.00 40.00 X 0 19038 0 PENNY SERNA CHIEF FINANCIAL OFFICER 0.00 40.00 X 0 0 0 0 324244 0 0 0 1 0 0 347700 7851 355551 355551 0 0 0 20750 20750 129041 129041 60018 60018 4208 4208 4197 4197 1557 1557 7573 7573 174 174 2445 2445 TELEPHONE 800 800 MEALS 573 573 DUES & SUBSCRIPTIONS 360 360 AUTO 222 222 275 275 232193 149791 82402 0 123860 0 123860 502 0 502 X 0 0 0 0 0 123358 0 123358 0 123860 123358 0 X 0 0 0 X 355551 355551 355551 355551 0 0 0 355551 355551 355551 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 VOICES OF CHILDREN 2851 MEDOW LARK DR SAN DIEGO CA 92123 953786047 501(C)(3) 5000 ADVOCACY OF A COURT APPOINTED SPECIAL ADVOCATE FOR CASA IN SAN DIEGO, (CHILDREN'S FOSTER CARE) SANTA MARGARITA CATHOLIC HIGH SCHOOL 22062 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 330235681 501(C)(3) 15750 SOARING EAGLE SPONSOR TO THE BLUE AND GOLD WHITE ROSE GALA 2 RENTAL, EDUCATIONAL, MAINTANCE, COMMUNITY BUILDING 12000 129041 0 0 0 0 0 0 0 0 0 JOHN WOOLLEY CHIEF INVESTING OFFICER 0 155211 0 0 0 0 0 0 0 0 0 155211 0 0 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 5520 TRABUCO RD IRVINE CA 92620 330694603 SUPPORT ORG & PROVIDE AFFORDABLE HOUSING CA 501(C)(3) LINE 10 0 CARITAS AFFORDABLE HOUSING INC 5520 TRABUCO RD IRVINE CA 92620 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 12379 ACTUAL CARITAS AFFORDABLE HOUSING INC B 13016 ACTUAL THE CARITAS CORPORATION C 347700 ACTUAL