Bellwether Charitable Foundation
- Assets
- $1.1m
- Revenue
- $72.8k
- Investments
- $1.0m
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 08/2016
- Data as of
- 03/2022
- EIN
- 81-2377962
Organization Overview
Bellwether Charitable Foundation is located in Newport Beach, CA. The organization was established in 2016. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bellwether Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Bellwether Charitable Foundation generated $72.8k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $94.5k during the year ending 03/2022. While expenses have increased by 11.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Bellwether Charitable Foundation has awarded 24 individual grants totaling $268,700. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Polly Ueberroth President | 2 | $0 | |
Joseph Ueberroth Secretary And CFO | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $55,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,479 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$42,878 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $57,150 |
| Total Revenue | $72,751 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $38,099 |
| Total operating and administrative expenses | $40,989 |
| Contributions, gifts, grants paid | $53,500 |
| Total expenses and disbursements | $94,489 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,894 |
| Savings and temporary cash investments | $6,185 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $956,673 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,057,352 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bellwether Charitable Foundation has awarded $53,500 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY PURPOSE: FOR SUPPORT OF ORGANIZATION'S WORK WITH CHILDREN IN THE COMMUNITY. | $25,000 |
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY PURPOSE: FOR SUPPORT OF ORGANIZATION'S WORK WITH CHILDREN IN THE COMMUNITY. | $22,500 |
UC BERKELEY FOUNDATION PURPOSE: TO BENEFIT THE UC BERKELEY DEPT OF ENVIRONMENTAL SCIENCE, POLICY AND MANAGEMENT | $5,000 |
BOYS AND GIRLS CLUB OF KOOTENAI COUNTY PURPOSE: FOR SUPPORT OF ORGANIZATION'S WORK WITH CHILDREN IN THE COMMUNITY. | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
James G Boswell Foundation Pasadena, CA | $149,317,114 | $5,540,300 |
Dj And T Foundation San Marino, CA | $47,605 | $2,666,565 |
Terasaki Family Foundation Los Angeles, CA | $55,847,762 | $8,456,920 |
The Green Foundation Pasadena, CA | $146,510,073 | $6,369,927 |
Winifred Stevens Foundation Tempe, AZ | $145,980,607 | $5,750,312 |
Smidt Foundation Beverly Hills, CA | $297,009,974 | $102,197,850 |
Arizona Sheet Metal Trade Trust Fund Phoenix, AZ | $16,953,948 | $8,730,285 |
Baker Street Foundation San Francisco, CA | $111,419,700 | $19,294,792 |
Pivotal Foundation Phoenix, AZ | $29,461,930 | $23,938,101 |
Fletcher Jones Foundation Pasadena, CA | $171,018,850 | $2,557,259 |
Angell Foundation Los Angeles, CA | $118,335,921 | $5,741,529 |
Ben And Catherine Ivy Foundation Scottsdale, AZ | $302,350,252 | $12,975,372 |