Bellwether Charitable Foundation
Bellwether Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 3 grants totaling $169K. Net investment income was $56K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
-2.4% YoY
Annual Giving
$169K
+12.8% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$56K
-24.8% YoY
Under IRS private-foundation payout rules, Bellwether Charitable Foundation reported a distributable amount of $107K for 2025 — the minimum it must pay out in qualifying distributions.
About Bellwether Charitable Foundation
Based on IRS filings
Bellwether Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 3 grants totaling $169K. Net investment income was $56K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,198,316 | $2,252,429 | $2,302,139 |
| Revenue | $116,989 | $107,310 | $1,298,637 |
| Expenses | $171,102 | $157,020 | $53,850 |
| Qualifying Distributions | $170,227 | $153,620 | $53,800 |
| Net Investment Income | $56,103 | $23,910 | $3,672 |
| Distributable Amount | $107,371 | $114,228 | $78,115 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Harbor Day School ($100,000), Big Brothers Big Sisters of Orange County ($60,000), The Frick Collection ($9,200).
| Recipient | Purpose | Amount |
|---|---|---|
| Big Brothers Big Sisters of Orange County Santa Ana, CA | For support of organization's work with children in the community. | $60,000 |
| Harbor Day School Corona Del Mar, CA | For support of organization's work in children's education | $100,000 |
| The Frick Collection New York, NY | To organize special exhibition, offer innovative programs | $9,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Polly Ueberroth | President | 2 | — |
| Joseph Ueberroth | Secretary and CFO | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bellwether Charitable Foundation?
Bellwether Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT BEACH, CA. It holds $2.2M in total assets as of 2025.
How large is Bellwether Charitable Foundation?
As of 2025, Bellwether Charitable Foundation holds $2.2M in total assets with $117K in annual revenue. It awarded 3 grants totaling $169K in 2025.
Where does Bellwether Charitable Foundation operate?
Bellwether Charitable Foundation has awarded grants in California, Idaho, North Carolina, New Jersey, New York, Oregon.
What size grants does Bellwether Charitable Foundation award?
In 2025, Bellwether Charitable Foundation awarded 3 grants totaling $169K — an average of about $56K per grant, based on its IRS Form 990 filings.
How much is Bellwether Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bellwether Charitable Foundation reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Bellwether Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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