Nonprofit · EIN 77-0310748
VENTURA-SOUTH ROTARY FOUNDATION INC
Tax-exempt · VENTURA, CA 93006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $149,067 | $127,236 | $21,831 | $318,145 | $0 | $318,145 |
| June 30, 2024 | 990-PF | $108,004 | $60,377 | $47,627 | $280,826 | $0 | $280,826 |
| June 30, 2023 | 990-PF | $12,397 | $2,455 | $9,942 | $218,699 | $0 | $218,699 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $100,540
- Dividends
- $16,102
- Interest
- $3
- Other income
- $32,422
Expenses
- Grants and similar amounts paid
- $74,197
- Disbursements for charitable purposes
- $74,197
- Excise tax on investment income
- $341
Balance sheet and other
- Total assets, start of year
- $287,419
- Total assets, end of year
- $318,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $318,145
- Fair market value of assets
- $318,629
- Qualifying distributions
- $74,197
- Net investment income
- $25,000
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB DAVIS PO Box 6383, VENTURA, CA 93006 | President | 0 | $0 |
| SAM MONROE PO Box 6383, Ventura, CA 93006 | Treasurer | 0 | $0 |
| JACKIE SANCHEZ PO Box 6383, VENTURA, CA 93006 | Director | 0 | $0 |
| RALPH GARCIA PO BOX 6383, VENTURA, CA 93006 | Director | 0 | $0 |
| PAUL VAN ACKER PO BOX 6383, VENTURA, CA 93006 | Director | 0 | $0 |
| KENDALL MATTINA 2135 RAVOLI DRIVE, OXNARD, CA 93035 | Secretary | 0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB DAVIS PO BOX 7493, VENTURA, CA 93006 | President | 0 | $0 |
| SAM MONROE PO Box 6383, Ventura, CA 93035 | Secretary | 0 | $0 |
| JACKIE SANCHEZ PO Box 6383, Ventura, CA 93006 | Director | 0 | $0 |
| BOB BRAITMAN PO Box 6383, Ventura, CA 93006 | Director | 0 | $0 |
| PAUL VAN ACKER PO Box 6383, Ventura, CA 93006 | Director | 0 | $0 |
| KENDALL MATTINA 2135 RAVOLI DRIVE, OXNARD, CA 93035 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB DAVIS PO BOX 7493, VENTURA, CA 93006 | President | 0 | $0 |
| SAMUEL A MONROE 4428 HOPE ST, VENTURA, CA 93033 | Treasurer | 0 | $0 |
| JACKIE SANCHEZ PO BOX 7493, VENTURA, CA 93006 | Director | 0 | $0 |
| BOB BRAITMAN PO BOX 7493, VENTURA, CA 93006 | Director | 0 | $0 |
| PAUL VAN ACKER PO BOX 7493, VENTURA, CA 93006 | Director | 0 | $0 |
| KENDALL MATTINA 2135 RAVOLI DRIVE, OXNARD, CA 93035 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6383, VENTURA, CA 93006-6383
- Signed the 990-PF
- SAM MONROE, Treasurer
- Phone
- (661) 331-8876
- Return prepared by
- MISSION OAKS TAX & ACCTING INC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0310748 or by the name VENTURA-SOUTH ROTARY FOUNDATION INC.
- 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 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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0310748
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $318,145
- Income (IRS master file)
- $149,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $149,067 | $127,236 | $318,145 | IRS |
| 990-PF | June 2024 | $108,004 | $60,377 | $280,826 | IRS |
| 990-PF | June 2023 | $12,397 | $2,455 | $218,699 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 77-0310748).
Questions about VENTURA-SOUTH ROTARY FOUNDATION INC
- What is the EIN of VENTURA-SOUTH ROTARY FOUNDATION INC?
- The employer identification number (EIN) of VENTURA-SOUTH ROTARY FOUNDATION INC is 77-0310748.
- Is VENTURA-SOUTH ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to VENTURA-SOUTH ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VENTURA-SOUTH ROTARY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VENTURA-SOUTH ROTARY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VENTURA-SOUTH ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of VENTURA-SOUTH ROTARY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does VENTURA-SOUTH ROTARY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $149,067, expenses of $127,236 and total assets of $318,145 at year end.
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