Bellwether Charitable Foundation
- Assets
- $2.3m
- Revenue
- $1.3m
- Investments
- $2.0m
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 08/2016
- Data as of
- 03/2023
- 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 03/2023, Bellwether Charitable Foundation generated $1.3m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 65.2% each year . All expenses for the organization totaled $53.9k during the year ending 03/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Bellwether Charitable Foundation has awarded 25 individual grants totaling $281,900. 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 | $1,294,965 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,672 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,298,637 |
| 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 | $50 |
| Total operating and administrative expenses | $50 |
| Contributions, gifts, grants paid | $53,800 |
| Total expenses and disbursements | $53,850 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $73,918 |
| Savings and temporary cash investments | $33,365 |
| 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 | $177,091 |
| Total assets | $2,302,139 |
| 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 $53,800 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHERS BIG SISTERS OF ORANGE COUNTY PURPOSE: FOR SUPPORT OF ORGANIZATION'S WORK WITH CHILDREN IN THE COMMUNITY. | $22,800 |
UC BERKELEY FOUNDATION PURPOSE: TO BENEFIT THE UC BERKELEY DEPT OF ENVIRONMENTAL SCIENCE, POLICY AND MANAGEMENT | $5,000 |
DUKE UNIVERSITY PURPOSE: TO SUPPORT THE EDUCATION MISSION OF THE UNIVERSITY | $12,000 |
DUKE UNIVERSITY PURPOSE: TO SUPPORT THE EDUCATION MISSION OF THE UNIVERSITY | $1,000 |
DUKE UNIVERSITY PURPOSE: TO SUPPORT THE EDUCATION MISSION OF THE UNIVERSITY | $13,000 |