Bellwether Education Partners Inc
Bellwether is a national nonprofit, founded in 2010, that works to ensure young people, especially those furthest from opportunity, achieve outcomes that lead to fulfilling lives and flourishing communities. Our vision is that all young people have access to an excellent education and live lives filled with opportunity.
Bellwether Education Partners Inc at a glance
In short: Bellwether Education Partners Inc gave $225K across 4 grants in 2025 (avg $56K), mostly in Texas. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $224,548
- -92.8% vs 2024
- Grants made (2025)
- 4
- -63.6% vs 2024
- Average grant
- $56,137
- -80.2% vs 2024
- Median grant
- $58,483
- Total assets
- $16,563,385
- -22.8% vs 2024
- Primary geography
- Texas (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Bellwether Education Partners Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Portico Education Foundation DBA Trivium Academy ($100K). Together the top 4 received $225K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 30 grants of 61 (49%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Bellwether Education Partners Inc gives
- Giving fell 80% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $225K (2025) to $3.1M (2024). In 2025 it made 4 grants totaling $225K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Portico Education Foundation DBA Trivium Academy Carrollton, TX | Tea Charter School Incubator Replication/Expansion Program | $100,000 |
| Amigos Por Vida Friends for Life Housing & Education Corp DBA Public Charte Houston, TX | Tea Charter School Incubator Replication/Expansion Program | $100,000 |
| Catalyst Visionary Education DBA Vistionary STEM Academy Forney, TX | Tea Charter School Incubator Replication/Expansion Program | $16,966 |
| University of South Carolina Columbia, SC | Support of Policy Academy | $7,582 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $16,563,385 | $23,589,798 | $27,132,140 | $224,548 | 4 | $461,635 |
| 2024 | $21,442,872 | $28,320,490 | $31,104,385 | $3,110,921 | 11 | $416,549 |
| 2023 | $23,118,885 | $34,842,592 | $26,154,304 | $2,076,667 | 24 | $256,362 |
| 2022 | $12,819,060 | $18,147,451 | $17,416,257 | $1,143,686 | 14 | $9,896 |
| 2021 | $12,681,269 | $18,629,809 | $17,132,600 | $357,500 | 8 | $-11,956 |
| 2020 | $12,359,734 | $18,553,909 | $18,744,006 | $2,597,068 | 2 | $20,523 |
| 2019 | $11,830,180 | $19,557,603 | $16,142,730 | — | — | $25,647 |
About Bellwether Education Partners Inc
Based on IRS filings
Bellwether Education Partners Inc is a public charity focused on Education, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $16.6M in total assets. In 2025, it awarded 4 grants totaling $225K. Net investment income was $462K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Bellwether Education Partners Inc is led by Mary K. Wells, President & Senior Partner since 2025 (on filings since 2019); 13 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Mary K. Wells
President & Senior Partner
President & Partner-Strategic Advising → President & Senior Partner, 2025
On filings since 2019
45 hrs/week
$332K (2019) → $494K (2025)
Rebecca Gifford Goldberg
President & Managing Partner
Partner & Strategic Advisin → Partner & Strategic Advising, 2020
Partner & Strategic Advising → President & Managing Partner, 2025
On filings since 2019
45 hrs/week
$245K (2019) → $388K (2025)
Grace Heintz
Secretary & Chairman of the Board
Chairman, Director & Secretary → Secretary & Chairman of the Board, 2025
On filings since 2019
5 hrs/week
No compensation reported
Paul Reville
Director
On filings since 2019
5 hrs/week
No compensation reported
Ebony Lee
Director
Director A & O → Director, 2024
On filings since 2023
5 hrs/week
No compensation reported
Pyper Davis
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Andrew Rotherham
Senior Partner, Policy & Evaluation
Partner, Policy & Evaluation → Senior Partner, Policy & Evaluation, 2025
On filings since 2019
45 hrs/week
$284K (2019) → $445K (2025)
Jennifer Schiess
Senior Partner, Policy & Evaluation
Partner, Policy & Evaluation → Senior Partner, Policy & Evaluation, 2025
On filings since 2021
45 hrs/week
$198K (2021) → $363K (2025)
Julie Squire
Senior Partner, Policy & Evaluation
Partner, Policy & Thought Leadership → Partner, Policy & Evaluation, 2022
Partner, Policy & Evaluation → Senior Partner, Policy & Evaluation, 2025
On filings since 2021
45 hrs/week
$202K (2021) → $319K (2025)
Melissa Steel King
Partner, Policy & Evaluation
On filings since 2022
45 hrs/week
$182K (2022) → $315K (2025)
Anson Jackson
Senior Partner & Strategic Advising
Partner & Strategic Advising → Senior Partner & Strategic Advising, 2025
On filings since 2023
45 hrs/week
$252K (2023) → $306K (2025)
Dawana Williamson
Senior Partner & COO
COO & Partner → Senior Partner & COO, 2025
On filings since 2023
45 hrs/week
$225K (2023) → $310K (2025)
Akeshia Craven-Howell
Senior Partner & Strategic Advising
Partner & Strategic Advising → Senior Partner & Strategic Advising, 2025
On filings since 2024
45 hrs/week
$275K (2024) → $293K (2025)
Nicholas Lee
Partner, Policy & Evaluation
On filings since 2024
45 hrs/week
$269K (2024) → $284K (2025)
Alexander Cortez
Partner & Strategic Advising
New on the 2025 filing
45 hrs/week
$269K (2025)
Bill Durbin
Partner & Strategic Advising
New on the 2025 filing
45 hrs/week
$282K (2025)
Titilayo Ali
Partner, Policy & Evaluation
New on the 2025 filing
45 hrs/week
$271K (2025)
Aaron Miller
Treasurer
Director → Director & Treasurer, 2022
Director & Treasurer → Treasurer, 2025
On filings since 2019
5 hrs/week
No compensation reported
Tina Fernandez
Clerk
Director → Clerk, 2025
On filings since 2019
5 hrs/week
No compensation reported
Former officers (18)
- Former: Alex Cortez (2023–2024) — Partner & Strategic Advising
- Former: Lt General Charles Hooper (2023–2024) — Director
- Former: William Durbin (2019–2023) — Partner & Strategic Advising
- Former: Kathleen Rouse (2023) — Partner & Strategic Advising
- Former: Elina Bankert (2019–2022) — Partner & Strategic Advising
- Former: Gwendolyn Baker (2019–2022) — Partner & Strategic Advising
- Former: Jeff Schulz (2020–2022) — Former Partner & Strategic Advising
- Former: Steven Wilson (2021–2022) — Former Entrepreneur in Residence
- Former: Hailly Tn Korman (2022) — Senior Associate Ptr, Policy & Evaluation
- Former: Lauren Schwartze (2022) — Partner & Strategic Advising
- Former: Allison Crean Davis (2019–2021) — Partner, Policy & Evaluation
- Former: Kendrick Ashton (2019–2021) — Director & Treasurer
- Former: Paul Goren (2019–2021) — Director
- Former: Sara Mead (2019–2021) — Partner, Policy & Evaluation
- Former: Tresha Ward (2021) — Principal & Strategic Advising
- Former: Monisha Lozier (2019–2020) — Entrepreneur in Residence
- Former: Xiomara Padamsee (2019–2020) — Entrepreneur in Residence
- Former: Lora L. Cover (2019) — Principal & Talent Services
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $494K, to Mary K Wells (President/Senior Partner Until 10/24). 13 officers or directors reported compensation on that filing.
Frequently asked questions about Bellwether Education Partners Inc
How much does Bellwether Education Partners Inc give each year?
Bellwether Education Partners Inc gave $225K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.1M across 11 grants.
What is Bellwether Education Partners Inc's typical grant size?
Bellwether Education Partners Inc's median grant in 2025 was $58,483, and its average grant was $56,137, across 4 grants on its 2025 IRS Form 990.
Where does Bellwether Education Partners Inc give grants?
Bellwether Education Partners Inc gives mostly in Texas: 97% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there.
Does Bellwether Education Partners Inc give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Bellwether Education Partners Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Tea Charter School Incubator Replication/Expansion Program" (3 grants).
How large is Bellwether Education Partners Inc?
Bellwether Education Partners Inc reported $16.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $23.6M.
What is Bellwether Education Partners Inc?
Bellwether Education Partners Inc is a public charity focused on Education, based in Boston, MA. It holds $16.6M in total assets as of 2025.
What is Bellwether Education Partners Inc's EIN?
Bellwether Education Partners Inc's EIN (Employer Identification Number) is 26-1914515. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS April 20, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 28, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS March 4, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS March 23, 2026)
- IRS filings on file for fiscal years 2019–2025
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