Private Foundation

Bellwether Charitable Foundation

Bellwether Charitable Foundation is a Private Foundation headquartered in Newport Beach, CA. Financial data from the 2025 filing: $117K revenue, $171K expenses, $2.2M total assets. IRS filings disclose 30 grants awarded by this foundation, totaling roughly $601K.

EIN: 812377962 Newport Beach, CA Latest filing: 2025

Total Revenue$117K

Total Expenses$171K

Total Assets$2.2M

Grants Given30

Grant Total$601K

Filing Years2021–2025

Sample Grants Given

Harbor Day School

Corona Del Mar, CA · 2024

For support of organization's work in children's education

$100,000

Big Brothers Big Sisters of Orange County

Santa Ana, CA · 2024

For support of organization's work with children in the community.

$60,000

The Frick Collection

New York, NY · 2024

To organize special exhibition, offer innovative programs

$9,200

Harbor Day School

Corona Del Mar, CA · 2023

For support of organization's work in children's education

$100,000

Big Brothers Big Sisters of Orange County

Santa Ana, CA · 2023

For support of organization's work with children in the community.

$50,000

Showing up to 5 of 30 total records — full history available with membership.

Officers & Directors

Secretary and CFO Joseph Ueberroth

President Polly Ueberroth

Officer compensation and complete director data available with membership.

Top Grant Purposes

For support of organization's work with children in the community.

$248,900 9 grants

For support of organization's work in children's education

$200,000 2 grants

For education

$54,500 4 grants

To support the education mission of the University

$26,000 3 grants

For education and mentoring support

$15,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$117K	$171K	$2.2M
2024	$107K	$157K	$2.3M
2023	$1.3M	$54K	$2.3M
2022	$73K	$94K	$1.1M
2021	$43K	$74K	$1.1M

Between 2021 and 2025, reported annual revenue grew from $43K to $117K (+171%), with total assets most recently reported at $2.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, ID, NC, NJ, NY, OR.

CAIDNCNJNYOR

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Bellwether Charitable Foundation

Complete financials, all 30 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports