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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 46-5616017

THE JULIUS FOUNDATION

Tax-exempt · HELENA, MT 59624

Financials

$60K$96K2023$66K$66K2024$33K$22K2025
Revenue Expenses · by fiscal year end
Financials of THE JULIUS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$33,343$21,902$11,441$81,199$0$81,199
December 31, 2024990-EZ$65,802$66,172-$370$69,758$0$69,758
December 31, 2023990-EZ$59,899$95,568-$35,669$70,128$0$70,128
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$31,854
Program service revenue
$0
Investment income
$1,489
Other revenue
$0

Expenses

Grants and similar amounts paid
$18,733
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$2,727
Other expenses
$442
Program services (functional)
$18,733

Balance sheet and other

Total assets, start of year
$69,758
Total assets, end of year
$81,199
Total liabilities, end of year
$0
Net assets, end of year
$81,199
Cash, savings and investments
$81,199
Gross receipts
$33,343

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Thomas KaiserskiPresident2$0
Anthony Szpilkavice President2$0
Frank CrowleySecretary2$0
Russell EhmanTreasurer3$0
Creede CaldwellDirector2$0
Chris CollinsDirector2$0
Amy SurbruggDirector1$0
Joseph CzszepaniakDirector1$0
990-EZ for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Thomas KasierskiPresident2$0
Anthony Szpilkavice President2$0
Teresa KasierskiSecretary3$0
Russell EhmanTreasurer3$0
Amy SurbruggDirector1$0
Chris CollinsDirector2$0
Creede CaldwellDirector3$0
Frank CrowleyDirector1$0
Timothy DetermanDirector1$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
THOMAS KAISERSKIPRESIDENT2$0
ANTHONY SZPILKAVICE PRESIDENT2$0
TERESA KAISERSKISECRETARY3$0
JOSEPH SZCZEPANIAKTREASURER3$0
AMY SURBRUGGDIRECTOR1$0
CHRIS COLLINSDIRECTOR2$0
CREEDE CALDWELLDIRECTOR3$0
FRANK CROWLEYDIRECTOR1$0
TIMOTHY DETERMANDIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 643, HELENA, MT 59624-0643
Mailing address (990-N for 2020)
3312 Dunlap Drive, Helena MT 59602
Principal officer (990-N for 2020)
Creede Caldwell, 1801 Hauser Blvd, Helena MT 59601
Signed the 990-EZ
Russ Ehman, Treasurer
Phone
(406) 465-8312

Mission

The Julius Foundation (TJF) was incorporated in 2014 in the state of Montana as a 501(C) 3 tax exempt charitable organization to provide aid to communities in Uganda, Africa to relieve the burden caused by poverty. Inspiration for this organization has come from Father Julius Bwowe, a Catholic Priest serving in the Archdiocese of Kampala. Father Julius has been traveling to the United States, sometimes including Helena, Montana, since 2007, where he has established many friendships and works to generate support for his people. He describes situations in his parishes where truly, "the need is so great." These needs include a lack of clean water and sanitation, food security, insufficient medical care, inadequate educational facilities, transportation, and more; to put it succintly, human suffering caused by woefully substandard living conditions. This organization seeks to carry the message of Jesus Christ .

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Paid for construction of a latrine for the boys' dormitory at Holy Trinity School
    Expenses $10,372 · grants $10,372
  • Paid for the engineering and repair of a project to utilize rainwater to improve the sanitation system at Holy Trinity School
    Expenses $8,361 · grants $8,361

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for THE JULIUS FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
46-5616017
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$81,199
Income (IRS master file)
$33,343

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$33,343$21,902$81,199IRS
990-EZDecember 2024$65,802$66,172$69,758XML
990-EZDecember 2023$59,899$95,568$70,128XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-N for 2020
Officer: Creede Caldwell
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Thomas S Kaiserski
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-5616017).

Questions about THE JULIUS FOUNDATION

What is the EIN of THE JULIUS FOUNDATION?
The employer identification number (EIN) of THE JULIUS FOUNDATION is 46-5616017.
Is THE JULIUS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to THE JULIUS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE JULIUS FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of THE JULIUS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE JULIUS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of THE JULIUS FOUNDATION?
The 990-N for 2020 names Creede Caldwell.
Who are the officers and directors of THE JULIUS FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does THE JULIUS FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $33,343, expenses of $21,902 and total assets of $81,199 at year end.

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