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Nonprofit · EIN 94-2819034

WALTER J AND JOANNE ROULEAU FOUNDATION

Tax-exempt · DANA POINT, CA 92629

Financials

$2K$02022$0$02023$0$02024$0$02025
Revenue Expenses · by fiscal year end
Financials of WALTER J AND JOANNE ROULEAU FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$0$0$0$858,218$0$858,218
December 31, 2024990-PF$0$0$0$589,706$0$589,706
December 31, 2023990-PF$0$0$0$453,566$0$453,566
September 30, 2023990-PF$2,296$0$2,296$453,566$0$453,566
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0

Balance sheet and other

Total assets, start of year
$589,706
Total assets, end of year
$858,218
Total liabilities, end of year
$0
Net assets, end of year
$858,218
Fair market value of assets
$858,218

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Bonnie Beck
23921 Danzig Bay, Dana Point, CA 92629
CFO10$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Bonnie Beck
23921 Danzig Bay, Dana Point, CA 92629
CFO10$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Walter Rouleau
4283 Merritt Blvd, La Mesa, CA 91941
CEO0$0
Cheryl Johnson
34155 PCH 412, Dana Point, CA 92629
Secretary0$0
Bonnie Beck
23921 Danzig Bay, Dana Point, CA 92629
CFO20$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
Walter Rouleau
4283 Merritt Blvd, La Mesa, CA 91941
CEO0$0
Cheryl Johnson
34155 PCH 412, Dana Point, CA 92629
Secretary0$0
Bonnie Beck
23921 Danzig Bay, Dana Point, CA 92629
CFO20$0

Address and contacts

Address (IRS master file)
23921 DANZIG BAY, DANA POINT, CA 92629-4407
In care of
% BONNIE J BECK
Signed the 990-PF
Bonnie Beck, Director
Phone
(949) 293-1300

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2819034 or by the name WALTER J AND JOANNE ROULEAU FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-2819034
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$858,218
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$0$0$858,218IRS
990-PFDecember 2024$0$0$589,706XML
990-PFDecember 2023$0$0$453,566XML
990-PFSeptember 2023$2,296$0$453,566XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 94-2819034).

Questions about WALTER J AND JOANNE ROULEAU FOUNDATION

What is the EIN of WALTER J AND JOANNE ROULEAU FOUNDATION?
The employer identification number (EIN) of WALTER J AND JOANNE ROULEAU FOUNDATION is 94-2819034.
Is WALTER J AND JOANNE ROULEAU FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to WALTER J AND JOANNE ROULEAU FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER J AND JOANNE ROULEAU FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER J AND JOANNE ROULEAU 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 WALTER J AND JOANNE ROULEAU FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WALTER J AND JOANNE ROULEAU FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does WALTER J AND JOANNE ROULEAU FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $0 and total assets of $858,218 at year end.

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