The Bellwether Foundation II
The Bellwether Foundation II is a private foundation based in Beverly Hills, California. In 2025, it made grants to organizations working on domestic violence and survivor support, as well as clean energy and climate-related work.
Key facts about The Bellwether Foundation II
In short: The Bellwether Foundation II gave $350K across 8 grants in 2025 (avg $44K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 36-4665428
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $350,000
- Grants made (2025)
- 8
- Average grant
- $43,750
- Median grant
- $50,000
- Total assets
- $11,359,940
- Primary geography
- California (80% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$11.4M
+10.8% YoY
Annual Giving
$350K
-62.4% YoY
Grant Count
8
-50.0% YoY
Avg Grant Size
$44K
-24.7% YoY
Under IRS private-foundation payout rules, The Bellwether Foundation II reported a distributable amount of $772K for 2025 — the minimum it must pay out in qualifying distributions.
How The Bellwether Foundation II gives
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 57% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
No foundation mission statement is available. The 2025 grants included organizations whose own missions describe work in these areas. FreeFrom says it creates pathways to safety and financial security for survivors of gender-based violence. Family Violence Law Center describes providing survivor-centered legal and crisis services, prevention, and policy work; Family Violence Appellate Project says it helps survivors and their children obtain effective appellate representation.
Among the clean energy grantees, Vote Solar says it works toward a 100% clean energy transition centered on people’s interests, health, and well-being. Groundswell describes developing equitable community solar projects and delivering energy savings to low-income households. Coalition for Green Capital says it invests to accelerate projects that strengthen the grid, reduce emissions, and increase climate resiliency.
Grantmaking
In filing year 2025, the foundation reported 8 grants totaling $350,000. Grants ranged from $30,000 to $50,000, with a median of $50,000. The listed grants were for general support:
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Geographic Focus
Where this funder awards grants
In 2025, 80% of grant dollars went to recipients in California and 20% went to recipients in Washington, DC.
Grant Distribution by State
Share of all 8 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE Sacramento, CA | GENERAL SUPPORT | $50,000 |
| FAMILY VIOLENCE APPELLATE PROJECT Oakland, CA | GENERAL SUPPORT | $50,000 |
| FAMILY VIOLENCE LAW CENTER Oakland, CA | GENERAL SUPPORT | $50,000 |
| FREEFROM Los Angeles, CA | GENERAL SUPPORT | $50,000 |
| VOTE SOLAR Oakland, CA | GENERAL SUPPORT | $50,000 |
| COALITION FOR GREEN CAPITAL Washington, DC | GENERAL SUPPORT | $35,000 |
| GROUNDSWELL INC Washington, DC | GENERAL SUPPORT | $35,000 |
| BREAKTHROUGH INSTITUTE Oakland, CA | GENERAL SUPPORT | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $11,359,940 | $1,601,524 | $492,375 | $350,000 (8 grants) |
| 2024 | $10,253,954 | $1,132,356 | $1,050,065 | $930,000 (16 grants) |
| 2023 | $10,171,663 | $497,022 | $844,785 | $630,000 (13 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,359,940 | $10,253,954 | $10,171,663 |
| Revenue | $1,601,524 | $1,132,356 | $497,022 |
| Expenses | $492,375 | $1,050,065 | $844,785 |
| Qualifying Distributions | $437,439 | $997,048 | $701,178 |
| Net Investment Income | $1,546,588 | $1,079,339 | $447,513 |
| Distributable Amount | $772,221 | $755,593 | $734,386 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 6, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jamiee Lisa Davis as president and Paul Oliver Davis as secretary.
The Bellwether Foundation II is led by Jamiee Lisa Davis, President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jamiee Lisa Davis
President
On filings since 2019
10 hrs/week
No compensation reported
Paul Oliver Davis
Secretary
On filings since 2019
10 hrs/week
No compensation reported
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.
Contact
Mailing address: 1201 N Market Street 700, Wilmington, DE 19801
Phone: (302) 651-8160
Frequently asked questions about The Bellwether Foundation II
How much does The Bellwether Foundation II give each year?
The Bellwether Foundation II gave $350K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $930K across 16 grants.
What is The Bellwether Foundation II's typical grant size?
The Bellwether Foundation II's median grant in 2025 was $50,000, and its average grant was $43,750, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Bellwether Foundation II give grants?
The Bellwether Foundation II gives mostly in California: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (20%). The most frequent recipient cities were Oakland, CA (4 grants) and Washington, DC (2 grants).
Does The Bellwether Foundation II give general operating support?
Yes: 100% of The Bellwether Foundation II's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Bellwether Foundation II's largest grantees?
The Bellwether Foundation II's largest 2025 grantees include California Partnership to End Domestic Violence ($50,000), Family Violence Appellate Project ($50,000) and Family Violence Law Center ($50,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is The Bellwether Foundation II?
The Bellwether Foundation II reported $11.4M in total assets on its 2025 IRS Form 990-PF. It paid out $437K in qualifying distributions that year, against a required minimum of $772K (roughly 5% of its investment assets).
What does The Bellwether Foundation II fund?
No foundation mission statement is available. The 2025 grants included organizations whose own missions describe work in these areas. FreeFrom says it creates pathways to safety and financial security for survivors of gender-based violence. Family Violence Law Center describes providing survivor-centered legal and crisis services, prevention, and policy work; Family Violence Appellate Project says it helps survivors and their children obtain effective appellate representation. Among the clean e…
How do I apply for a grant from The Bellwether Foundation II?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Bellwether Foundation II's EIN?
The Bellwether Foundation II's EIN (Employer Identification Number) is 36-4665428. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Bellwether Foundation II accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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