Bellwether Enterprise Foundation

Private foundation · Grantmaker Cleveland, OH EIN: 85-1599996

Bellwether Enterprise Foundation is a private foundation focused on Education, based in Cleveland, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $157K in total assets. In 2024, it awarded 5 grants totaling $70K.

Bellwether Enterprise Foundation at a glance

In short: Bellwether Enterprise Foundation gave $70K across 5 grants in 2024 (avg $14K), top state Georgia. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$70,000
-12.5% vs 2023
Grants made (2024)
5
-37.5% vs 2023
Average grant
$14,000
+40.0% vs 2023
Median grant
$10,000
Total assets
$157,478
-16.5% vs 2023
Primary geography
Georgia (43% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Bellwether Enterprise Foundation funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Georgia State University: $30KGeorgia State University$30KUniversity of Houston: $10KUniversity of Houston$10KUniversity of North Carolina: $10KUniversity of North Carolina$10KMorgan State University: $10KMorgan State University$10KUniversity of Texas at Austin: $10KUniversity of Texas at Austin$10K

The largest 2024 recipient was Georgia State University ($30K). Together the top 5 received $70K.

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 24 grants of 24 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

ColumbusLos AngelesBaltimoreCharlotteHoustonAtlantaAustinChicagoGainsvilleIthacaMinneapolisProvidenceWashington

How Bellwether Enterprise Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+17%). 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$80K0 grants2020 6 grants2021 5 grants2022 8 grants2023 5 grants2024

From 2021 to 2024, annual grant giving ranged from $50K (2022) to $80K (2023). In 2024 it made 5 grants totaling $70K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Georgia State University Atlanta, GAScholarship Fund$30,000
University of Houston Houston, TXScholarship Fund$10,000
University of North Carolina Charlotte, NCScholarship Fund$10,000
Morgan State University Baltimore, MDScholarship Fund$10,000
University of Texas at Austin Austin, TXScholarship Fund$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2024$157,478$40,608$71,633$70,0005$71,633—
2023$188,503$52,784$81,109$80,0008$81,109—
2022$216,828$48,144$51,211$50,0005$51,612—
2021$219,895$156,452$62,601$60,0006$62,601—
2020$126,044$126,975$931———$259

Leadership & Key People

Officers and directors from IRS filings

Bellwether Enterprise Foundation is led by Sara Behrman, Director & President on every filing since 2023; none of the 6 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Sara Behrman

    Director & President

    On filings since 2023

    5 hrs/week

    No compensation reported

  • David J. Effler

    Director

    Director & Treasurer → Director, 2023

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Ben Weil

    Director & Manager of Scholarships

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Ilya Weinstein

    Director & Vice President

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Paula Jackson

    Director & Secretary

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Skye Huntington

    Director & Treasurer

    On filings since 2023

    5 hrs/week

    No compensation reported

Former officers (6)
  • Former: Deborah Rogan (2020–2022) — Director & Vice President
  • Former: Denise McGee (2020–2022) — Director & Secretary
  • Former: Ned Huffman (2020–2022) — Director & President
  • Former: Linda Hayes (2020–2021) — Director
  • Former: Dj Effler (2020) — Director & Treasurer
  • Former: Phillip Melton (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "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 Enterprise Foundation

How much does Bellwether Enterprise Foundation give each year?

Bellwether Enterprise Foundation gave $70K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $80K across 8 grants.

What is Bellwether Enterprise Foundation's typical grant size?

Bellwether Enterprise Foundation's median grant in 2024 was $10,000, and its average grant was $14,000, across 5 grants on its 2024 IRS Form 990-PF.

Where does Bellwether Enterprise Foundation give grants?

Bellwether Enterprise Foundation's top state is Georgia, with 43% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Texas (29%) and North Carolina (14%).

Does Bellwether Enterprise Foundation give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on Bellwether Enterprise Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Fund" (5 grants).

Who are Bellwether Enterprise Foundation's largest grantees?

Bellwether Enterprise Foundation's largest 2024 grantees include Georgia State University ($30,000), University of Houston ($10,000) and University of North Carolina ($10,000), according to its 2024 IRS Form 990-PF. Together they received 71% of its itemized 2024 grant dollars.

How large is Bellwether Enterprise Foundation?

Bellwether Enterprise Foundation reported $157K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $41K.

What is Bellwether Enterprise Foundation?

Bellwether Enterprise Foundation is a private foundation focused on Education, based in Cleveland, OH. It holds $157K in total assets as of 2024.

What is Bellwether Enterprise Foundation's EIN?

Bellwether Enterprise Foundation's EIN (Employer Identification Number) is 85-1599996. IRS Form 990 filing data is available on this page for 2020–2024.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bellwether Enterprise Foundation'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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