Ventura South Rotary Foundation Inc

Private foundation · Grantmaker Ventura, CA EIN: 77-0310748
Community and economic developmentCommunity improvementCommunity service

Ventura South Rotary Foundation Inc is a private foundation focused on Community and economic development, based in Ventura, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $318K in total assets. In 2025, it awarded 6 grants totaling $74K. Net investment income was $25K.

Ventura South Rotary Foundation Inc at a glance

In short: Ventura South Rotary Foundation Inc gave $74K across 6 grants in 2025 (avg $12K), mostly in California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$74,197
+44.6% vs 2024
Grants made (2025)
6
+20.0% vs 2024
Average grant
$12,366
+20.5% vs 2024
Median grant
$3,863
Total assets
$318,145
+13.3% vs 2024
Primary geography
California (99% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Ventura South Rotary Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Turning Point: $53KTurning Point$53KUc Regents: $10KUc Regents$10KVentura County Library Foundation: $5KVentura County LibraryFoundation$5KVentura College: $3KVentura College$3KRotary Foundation International - G: $1KRotary FoundationInternational - G$1K

The largest 2025 recipient was Turning Point ($53K). Together the top 5 received $72K.

Organizations only. It also paid 1 individual scholarship ($2,500), which are not listed by name.

Grant Size Distribution

13 grants across all recorded years

12<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 13 (92%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

VenturaEvanstonHonoluluOaklandSan Jose

How Ventura South Rotary Foundation Inc gives

  • In 2025 it paid out 679% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K5 grants2019 1 grant2020 2 grants2021 0 grants2022 0 grants2023 5 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $1K (2020) to $74K (2025). In 2025 it made 6 grants totaling $74K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Turning Point Ventura, CAGeneral charitable support to further housing and supportive services programs for vulnerable individuals and families.$52,972
Uc Regents Oakland, CAEducational scholarship funding for the benefit of eligible students enrolled at various UC Regent colleges, awarded pursuant to the foundations charitable scholarship program.$10,000
Ventura County Library Foundation Ventura, CAGeneral charitable support to further library programs, literacy initiatives, educational outreach, and community services administered by Ventura County Library Foundation$5,225
1 individual scholarship Recipients not named —$2,500
Ventura College Ventura, CAEducational scholarship funding for the benefit of eligible students enrolled at Ventura College, awarded pursuant to the foundations charitable scholarship program.$2,500
Rotary Foundation International - G Evanston, ILGeneral support to further Rotary Foundation charitable programs, including humanitarian relief, education initiatives, disease prevention, and community development projects consistent with IRC 501(c)(3) purposes.$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$318,145$149,067$127,236$74,1976$74,197$24,500$10,922
2024$280,826$108,004$60,377$51,3125$54,252——
2023$218,699$12,397$2,455——$2,455——
2022$201,159$102,948$2,528——$2,528——
2021$204,328$3,513$31,853$30,0002—$2,513—
2020$200,122$66,641$43,502$1,0001———
2019$175,785$36,285$42,038$40,6745———

Under IRS private-foundation payout rules, Ventura South Rotary Foundation Inc reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Ventura South Rotary Foundation Inc is led by Bob Davis, President since 2023 (on filings since 2019); none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Bob Davis

    President

    Director → President, 2023

    On filings since 2019

    No compensation reported

  • Jackie Sanchez

    Director

    On filings since 2023

    No compensation reported

  • Paul Van Acker

    Director

    On filings since 2023

    No compensation reported

  • Ralph Garcia

    Director

    New on the 2025 filing

    No compensation reported

  • Kendall Mattina

    Secretary

    Board Member → Secretary, 2025

    On filings since 2021

    No compensation reported

  • Sam Monroe

    Treasurer

    Secretary → Treasurer, 2025

    On filings since 2024

    No compensation reported

Former officers (16)
  • Former: Bob Braitman (2023–2024) — Director
  • Former: Samuel A. Monroe (2023) — Treasurer
  • Former: Edward Keay (2020–2022) — Treasurer
  • Former: Kelton Lee Gibson (2020–2022) — President
  • Former: Maria Estrada (2022) — Secretary
  • Former: John Mattina (2019–2021) — Vice President
  • Former: Alan Kosh (2021) — Board Member
  • Former: Beth Lyons (2021) — Board Member
  • Former: Bonaventure Wakam (2021) — President
  • Former: Martin Moss (2021) — Treasurer
  • Former: Nkosi Khumalo (2021) — Secretary
  • Former: Ed Keay (2019) — Treasurer
  • Former: Lee Gibson (2019) — Director
  • Former: Melody Thurman (2019) — Vice President
  • Former: Rosa Duran-Ramirez (2019) — Director
  • Former: Stacy Zaruka (2019) — Secretary

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Ventura South Rotary Foundation Inc

How much does Ventura South Rotary Foundation Inc give each year?

Ventura South Rotary Foundation Inc gave $74K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 5 grants.

What is Ventura South Rotary Foundation Inc's typical grant size?

Ventura South Rotary Foundation Inc's median grant in 2025 was $3,863, and its average grant was $12,366, across 6 grants on its 2025 IRS Form 990-PF.

Where does Ventura South Rotary Foundation Inc give grants?

Ventura South Rotary Foundation Inc gives mostly in California: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ventura, CA (3 grants).

Does Ventura South Rotary Foundation Inc give general operating support?

Yes: 50% of Ventura South Rotary Foundation Inc's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Ventura South Rotary Foundation Inc's largest grantees?

Ventura South Rotary Foundation Inc's largest 2025 grantees include Turning Point ($52,972), Uc Regents ($10,000) and Ventura County Library Foundation ($5,225), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($2,500), which are not listed by name. Together they received 92% of its itemized 2025 grant dollars.

How large is Ventura South Rotary Foundation Inc?

Ventura South Rotary Foundation Inc reported $318K in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).

What is Ventura South Rotary Foundation Inc?

Ventura South Rotary Foundation Inc is a private foundation focused on Community and economic development, based in Ventura, CA. It holds $318K in total assets as of 2025.

What is Ventura South Rotary Foundation Inc's EIN?

Ventura South Rotary Foundation Inc's EIN (Employer Identification Number) is 77-0310748. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 2, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2021)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS December 12, 2022)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)

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Figures come from Ventura South Rotary Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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