Nonprofit · EIN 77-0482988
JULIUS GUIS MEMORIAL ROTARY FOUNDATION
Tax-exempt · VENTURA, CA 93002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $255,352 | $67,847 | $187,505 | $1,870,078 | $37,973 | $1,832,105 |
| June 30, 2025 | 990 | $64,939 | $52,455 | $12,484 | $595,913 | $26,118 | $569,795 |
| June 30, 2024 | 990 | $75,491 | $77,083 | -$1,592 | $522,085 | $5,000 | $517,085 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $47,392
- Program service revenue
- $0
- Investment income
- $207,960
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,262
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,259
- Program services (functional)
- $50,262
- Management and general (functional)
- $15,825
- Fundraising (functional)
- $1,760
Balance sheet and other
- Total assets, start of year
- $595,913
- Total assets, end of year
- $1,870,078
- Total liabilities, end of year
- $37,973
- Net assets, end of year
- $1,832,105
- Publicly traded securities
- $1,712,106
- Net assets without donor restrictions
- $119,999
- Net assets with donor restrictions
- $1,712,106
- Gross receipts
- $255,352
- Employees
- 0
- Year formed
- 1998
- State of legal domicile
- CA
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 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAURABH BAJAJ | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| INDY BATRA | BOARD MEMBER Trustee or director | 1 | $0 |
| ROGER CASE | BOARD MEMBER Trustee or director | 1 | $0 |
| ROSEANN HILL | BOARD MEMBER Trustee or director | 1 | $0 |
| NEAL LASSIA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROB VAN NIEWBURG | SECRETARY Trustee or director, Officer | 1 | $0 |
| CONNIE YOUNG | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAURABH BAJAJ | DIRECTOR Trustee or director | 1 | $0 |
| NEAL LASSIA | DIRECTOR Trustee or director | 1 | $0 |
| ROB VAN NIEWBURG | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK SAUER | ASST TREASUR Trustee or director, Officer | 1 | $0 |
| MARGI WRAY | SECRETARY Trustee or director, Officer | 1 | $0 |
| CONNIE YOUNG | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rob Van Niewburg | Director Trustee or director, Officer | 0.25 | $0 |
| Margi Wray | Director Trustee or director, Officer | 0.25 | $0 |
| NEAL LASSIA | Director Trustee or director, Officer | 0.25 | $0 |
| CONNIE YOUNG | Treasurer Trustee or director, Officer | 0.25 | $0 |
| Mark Sauer | Asst. Treasurer Trustee or director, Officer | 0.25 | $0 |
| SAURABH BAJAJ | President Trustee or director, Officer | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2100, VENTURA, CA 93002-2100
- In care of
- % JUAN M SOTO
- Principal officer (990 for 2025)
- CONNIE YOUNG
- Signed the 990
- CONNIE YOUNG, TREASURER
- Return prepared by
- FEDDERSEN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0482988 or by the name JULIUS GUIS MEMORIAL ROTARY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE CHARITABLE CONTRIBUTIONS TO EXISTING CHARITABLE ENTITIES THAT ARE QUALIFIED, TAX EXEMPT ORGANIZATIONS PURSUANT TO THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND TO PROVIDE ASSISTANCE TO NEEDY INDIVIDUALS; TO DIRECTLY ENGAGE IN AND CARRY ON PROGRAMS FOR CHARITABLE AND EDUCATIONAL PURPOSES; AND TO ENCOURAGE GREATER PHILANTHROPY AND APPRECIATION OF THE NEEDS OF THOSE LESS FORTUNATE.
Program accomplishments
- ASSISTED QUALIFIED TAX-EXEMPT ORGANIZATIONS WITH PROGRAMS PROMOTING EDUCATION, UNDERSTANDING, AND SOCIAL HARMONY.Expenses $50,262 · grants $50,262
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0482988
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,870,078
- Income (IRS master file)
- $255,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $255,352 | $67,847 | $1,870,078 | XML |
| 990 | June 2025 | $64,939 | $52,455 | $595,913 | IRS |
| 990 | June 2024 | $75,491 | $77,083 | $522,085 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
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 77-0482988).
Questions about JULIUS GUIS MEMORIAL ROTARY FOUNDATION
- What is the EIN of JULIUS GUIS MEMORIAL ROTARY FOUNDATION?
- The employer identification number (EIN) of JULIUS GUIS MEMORIAL ROTARY FOUNDATION is 77-0482988.
- Is JULIUS GUIS MEMORIAL ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JULIUS GUIS MEMORIAL ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JULIUS GUIS MEMORIAL ROTARY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JULIUS GUIS MEMORIAL ROTARY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIUS GUIS MEMORIAL ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of JULIUS GUIS MEMORIAL ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 names CONNIE YOUNG.
- Who are the officers and directors of JULIUS GUIS MEMORIAL ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does JULIUS GUIS MEMORIAL ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $255,352, expenses of $67,847 and total assets of $1,870,078 at year end.
Other nonprofits in VENTURA
- UNITED WAY OF VENTURA COUNTY INC EIN 95-1945833 · last filed 990 for 2025
- JEWISH FEDERATION OF VENTURA COUNTY EIN 95-3848761 · last filed 990 for 2024
- GMH FOUNDATION EIN 47-2408501 · last filed 990-PF for 2025
- VENTURA MUSIC FESTIVAL ASSOCIATION INC EIN 77-0314562 · last filed 990 for 2024
- CHANNEL ISLANDS PARK FOUNDATION EIN 20-5866690 · last filed 990 for 2025
- GOODALL FAMILY CHARITABLEFOUNDATION EIN 20-3872547 · last filed 990-PF for 2025
- TELL THE DAM TRUTH INC EIN 93-3856392 · last filed 990 for 2024
- FOUNDATION OF VENTURA COUNTY CREDIT UNION EIN 46-2578478 · last filed 990-EZ for 2025
All nonprofits in VENTURA · California · Philanthropy, voluntarism and grantmaking foundations