CARIDAD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARIDAD FOUNDATION (EIN 41-2063104)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202543159349102069
Schema version
2024v5.2
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)
Return2025-11-11T11:23:51-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-11SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$990,404FMVAssetsEOYAmt
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$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,962NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$238,086GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,962CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$620OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$118,378TotalRevAndExpnssAmt
Total Net Invst Incm$117,758TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$19,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,250AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,694OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,694OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,329TaxesRevAndExpnssAmt
Taxes Net Invst Incm$260TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$365OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$365OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$24,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,569TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$147,620ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,620ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$172,258TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,569TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,880ExcessRevenueOverExpensesAmt
Net Investment Income$94,189NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,333CashBOYAmt
Cash EOY$51,095CashEOYAmt
Cash EOYFMV$51,095CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,929SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,827SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,827SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$6,863PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,794PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,794PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,015,536OtherInvestmentsBOYAmt
Other Investments EOY$926,688OtherInvestmentsEOYAmt
Other Investments EOYFMV$926,688OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,047,661TotalAssetsBOYAmt
Total Assets EOY$990,404TotalAssetsEOYAmt
Total Assets EOYFMV$990,404TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,047,661NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$990,404NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,047,661TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$990,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,047,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$990,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,047,661TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,880ExcessRevenueOverExpensesAmt
Subtotal$993,781SubtotalAmt
Other Decreases$3,377OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$990,404TotNetAstOrFundBalancesEOYAmt

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 SHORT TERMP2001-01-012024-07-01$203,287$142,124$61,163$61,163
Capital Gain Dividends$34,799
FieldValueIRS element (for citing)
Capital Gain Net Income$95,962CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,309InvestmentIncomeExciseTaxAmt
Subtotal$1,309SubtotalAmt
Tax Based On Investment Income$1,309TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,794EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$10,794TotalPaymentsAndCreditsAmt
Overpayment$9,485OverpaymentAmt
Applied To ES Tax$9,485AppliedToESTaxAmt

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
3906 DEBORAH DRIVEMONROELA71201President1.00$0
MARTHA C ABELL
2403 PARGOUD LANDINGMONROELA71201Secretary1.00$0
HELEN ABELL TUFT
1401 MILTON STREETMONROELA71201Treasurer1.00$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$975,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,038,572TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,038,572AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,579CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,022,993NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,150MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,150MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,309TaxBasedOnInvestmentIncomeAmt
Total Tax$1,309TotalTaxAmt
Distributable Before Adj$49,841DistributableBeforeAdjAmt
Distributable Before Ded$49,841DistributableBeforeDedAmt
Distributable As Adjusted$49,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,620ExpensesAndContributionsAmt
Qualifying Distributions$147,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,841DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,714ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$88,877ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$75,098ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$98,139ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$134,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$437,795TotalExcessDistributionCyovAmt
Qualifying Distributions$147,620QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,841AppliedToCurrentYearAmt
Remaining Distri From Corpus$97,779RemainingDistriFromCorpusAmt
Total Corpus$535,574TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,714ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$494,860ExcessDistriCyovToNextYrAmt
Excess From Year4$88,877ExcessFromYear4Amt
Excess From Year3$75,098ExcessFromYear3Amt
Excess From Year2$98,139ExcessFromYear2Amt
Excess From Year1$134,967ExcessFromYear1Amt
Excess From Current Year$97,779ExcessFromCurrentYearAmt

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$147,620Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,620TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$23ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$21,773ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$95,962ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Exclusion1ExclusionCd
Exclusion$620ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$118,378ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,378TotalIncomeProducingActyAmt

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$19,250Amt
Net Investment Income$19,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MISCELLANEOUS$12$12
POSTAGE$278$278
PUBLICATIONS$75$75

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$620RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$3,694Amt
Net Investment Income$3,694NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$1,069
FOREIGN TAX PAID$260$260

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