Nonprofit · EIN 95-4287544
JULIEN & VERA WELLES FOUNDATION
Tax-exempt · WESTLAKE VLG, CA 91361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $188,451 | $223,842 | -$35,391 | $1,456,419 | $0 | $1,456,419 |
| December 31, 2024 | 990-PF | $100,829 | $168,618 | -$67,789 | $1,489,351 | $0 | $1,489,351 |
| December 31, 2023 | 990-PF | $81,025 | $117,321 | -$36,296 | $1,498,139 | $0 | $1,498,139 |
| December 31, 2021 | 990-PF | $79,940 | $104,127 | -$24,187 | $1,882,450 | $848 | $1,881,602 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,807
- Net gain from sales of assets
- $141,644
Expenses
- Grants and similar amounts paid
- $204,000
- Disbursements for charitable purposes
- $204,000
- Excise tax on investment income
- $664
Balance sheet and other
- Total assets, start of year
- $1,489,351
- Total assets, end of year
- $1,456,419
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,456,419
- Fair market value of assets
- $1,456,418
- Qualifying distributions
- $204,000
- Net investment income
- $57,311
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY YOUNGER 895 COOPERS CT, BROOKFIELD, WI 53045 | PRESIDENT & | 1 | $0 |
| BRENDA BROCK 17701 BULLOCK ST, ENCINO, CA 91316 | CFO & SECRET | 1 | $0 |
| ALLAN WAGMAN 2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361 | EXECUTIVE DI | 1 | $0 |
| CAROLYN WAGMAN 2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY YOUNGER 895 COOPERS CT, BROOKFIELD, WI 53045 | PRESIDENT & | 1 | $0 |
| BRENDA BROCK 17701 BULLOCK ST, ENCINO, CA 91316 | CFO & SECRET | 1 | $0 |
| ALLAN WAGMAN 2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361 | EXECUTIVE DI | 1 | $0 |
| CAROLYN WAGMAN 2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY YOUNGER 895 COOPERS CT, BROOKFIELD, WI 53045 | PRESIDENT & | 1 | $0 |
| BRENDA BROCK 17701 BULLOCK ST, ENCINO, CA 91316 | CFO & SECRET | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHY YOUNGER 895 COOPERS CT, BROOKFIELD, WI 53045 | PRESIDENT & | 5 | $0 |
| BRENDA BROCK 17701 BULLOCK ST, ENCINO, CA 91316 | CFO & SECRET | 3.5 | $0 |
| SARAH TRUMP 14045 BEACHWOOD AVE, BROOKFIELD, WI 530056438 | VICE PRESIDE | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2961 WINDING LN, WESTLAKE VLG, CA 91361-3212
- In care of
- % VERA MAY WELLES
- Signed the 990-PF
- ALLAN WAGMAN, EXECUTIVE DIRECTOR
- Phone
- (414) 531-6924
- Return prepared by
- CASCADE CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4287544 or by the name JULIEN & VERA WELLES 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)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4287544
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,456,419
- Income (IRS master file)
- $406,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $188,451 | $223,842 | $1,456,419 | XML |
| 990-PF | December 2024 | $100,829 | $168,618 | $1,489,351 | IRS |
| 990-PF | December 2023 | $81,025 | $117,321 | $1,498,139 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $79,940 | $104,127 | $1,882,450 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-4287544).
Questions about JULIEN & VERA WELLES FOUNDATION
- What is the EIN of JULIEN & VERA WELLES FOUNDATION?
- The employer identification number (EIN) of JULIEN & VERA WELLES FOUNDATION is 95-4287544.
- Is JULIEN & VERA WELLES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JULIEN & VERA WELLES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIEN & VERA WELLES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIEN & VERA WELLES 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 JULIEN & VERA WELLES 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 JULIEN & VERA WELLES FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JULIEN & VERA WELLES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $188,451, expenses of $223,842 and total assets of $1,456,419 at year end.
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