Bellwether Charitable Foundation
NEWPORT BEACH, CA EIN: 81-2377962
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bellwether Charitable Foundation fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $480K (92%)
North Carolina $26K (5%)
New York $9K (2%)
Oregon $3K (1%)
New Jersey $3K (0%)
Idaho $1K (0%)
Cities
BerkeleyCoeur DaleneCorona Del MarDana PointDurhamIrvineNew YorkPortlandPrincetonSanta Ana
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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