Bellwether Charitable Foundation
Bellwether Charitable Foundation is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.1M in total assets. In 2026, it awarded 2 grants totaling $125K. Net investment income was $45K.
Bellwether Charitable Foundation at a glance
In short: Bellwether Charitable Foundation gave $125K across 2 grants in 2026 (avg $63K), mostly in California. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $125,000
- -26.1% vs 2025
- Grants made (2026)
- 2
- -33.3% vs 2025
- Average grant
- $62,500
- +10.8% vs 2025
- Median grant
- $62,500
- Total assets
- $2,116,363
- -3.7% vs 2025
- Primary geography
- California (80% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Bellwether Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Harbor Day School ($100K). Together the top 2 received $125K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 11 grants of 16 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
Cities
How Bellwether Charitable Foundation gives
- Giving grew 132% from 2023 to 2026. Method
- In 2026 it paid out 124% 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
From 2020 to 2026, annual grant giving ranged from $41K (2020) to $169K (2025). In 2026 it made 2 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harbor Day School Corona Del Mar, CA | For support of organization's work in children's education | $100,000 |
| Duke University Durham, NC | To support the education mission of the University | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,116,363 | $48,296 | $130,249 | $125,000 | 2 | $128,499 | $44,512 | $103,898 |
| 2025 | $2,198,316 | $116,989 | $171,102 | $169,200 | 3 | $170,227 | $56,103 | $107,371 |
| 2024 | $2,252,429 | $107,310 | $157,020 | $150,000 | 2 | $153,620 | $23,910 | $114,228 |
| 2023 | $2,302,139 | $1,298,637 | $53,850 | $53,800 | 5 | $53,800 | $3,672 | $78,115 |
| 2022 | $1,057,352 | $72,751 | $94,489 | $53,500 | 4 | $54,990 | $21,130 | $54,226 |
| 2021 | $1,079,090 | $43,163 | $74,042 | $55,000 | 6 | — | — | $54,200 |
| 2020 | $1,110,001 | $41,827 | $88,437 | $40,600 | 4 | — | — | $56,031 |
Under IRS private-foundation payout rules, Bellwether Charitable Foundation reported a distributable amount of $104K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bellwether Charitable Foundation is led by Polly Ueberroth, President on every filing since 2020; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Polly Ueberroth
President
On filings since 2020
2 hrs/week
No compensation reported
Joseph Ueberroth
Secretary & CFO
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "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 Bellwether Charitable Foundation
How much does Bellwether Charitable Foundation give each year?
Bellwether Charitable Foundation gave $125K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $169K across 3 grants.
How large is Bellwether Charitable Foundation?
Bellwether Charitable Foundation reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $104K (roughly 5% of its investment assets).
Where does Bellwether Charitable Foundation operate?
Bellwether Charitable Foundation has awarded grants in California, Idaho, North Carolina, New Jersey, New York, Oregon.
What is Bellwether Charitable Foundation's EIN?
Bellwether Charitable Foundation's EIN (Employer Identification Number) is 81-2377962. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 4, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Bellwether Charitable Foundation's focus areas in our free grants database
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