Bellwether Charitable Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bellwether Charitable Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 81-2377962
Foundation Overview
Based in Newport Beach, CA, Bellwether Charitable Foundation has awarded 46 grants totaling $912,200 to organizations in California, Idaho and 4 other states across the US. Individual grants range from $1,000 to $100,000, with a median award of $12,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
67% of grants are awarded in California, with additional funding distributed across 5 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Santa Ana (45%), Berkeley (23%), Corona Del Mar (16%).
Funding Trajectory
Strong 238% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (53%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bellwether Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Big Brothers Big Sisters Of Orange County | $60,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2024 |
| Harbor Day School | $100,000 | Corona Del Mar, CA, US | For Support Of Organization's Work In Children's Education | 2024 |
| The Frick Collection | $9,200 | New York, NY, US | To Organize Special Exhibition, Offer Innovative Programs | 2024 |
| Big Brothers Big Sisters Of Orange County | $50,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2023 |
| Harbor Day School | $100,000 | Corona Del Mar, CA, US | For Support Of Organization's Work In Children's Education | 2023 |
| Big Brothers Big Sisters Of Orange County | $50,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2023 |
| Harbor Day School | $100,000 | Corona Del Mar, CA, US | For Support Of Organization's Work In Children's Education | 2023 |
| Big Brothers Big Sisters Of Orange County | $22,800 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2022 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2022 |
| Duke University | $12,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $1,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $13,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Big Brothers Big Sisters Of Orange County | $22,800 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2022 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2022 |
| Duke University | $12,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $1,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $13,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Big Brothers Big Sisters Of Orange County | $22,800 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2022 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2022 |
| Duke University | $12,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $1,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Duke University | $13,000 | Durham, NC, US | To Support The Education Mission Of The University | 2022 |
| Big Brothers Big Sisters Of Orange County | $22,500 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Big Brothers Big Sisters Of Orange County | $25,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2021 |
| Boys And Girls Club Of Kootenai County | $1,000 | Coeur Dalene, ID, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Big Brothers Big Sisters Of Orange County | $22,500 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Big Brothers Big Sisters Of Orange County | $25,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2021 |
| Boys And Girls Club Of Kootenai County | $1,000 | Coeur Dalene, ID, US | For Support Of Organization's Work With Children In The Community. | 2021 |
| Big Brothers Big Sisters Of Orange County | $37,500 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2020 |
| Ocean Institute | $3,000 | Dana Point, CA, US | For Education Of Childrens, Teachers, Parents And Visitors | 2020 |
| Uc Berkeley Foundation | $5,000 | Berkeley, CA, US | To Benefit The Uc Berkeley Dept Of Environmental Science, Policy And Management | 2020 |
| Big Brothers Big Sisters Of Orange County | $5,000 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2020 |
| Pediatric Cancer Research Foundation | $2,000 | Irvine, CA, US | To Support Pediatric Cancer Research. | 2020 |
| Princeton University | $2,500 | Princeton, NJ, US | To Support The Institution's Academic Mission | 2020 |
| Uc Berkeley Foundation | $2,500 | Berkeley, CA, US | For Education | 2019 |
| Big Brothers Big Sisters Of Orange County | $25,100 | Santa Ana, CA, US | For Support Of Organization's Work With Children In The Community. | 2019 |
| Seawatch Inc | $3,000 | Portland, OR, US | For Protection Of Sea Life In Espiritu Santo | 2019 |
| Big Brothers Big Sisters Of Orange County | $10,000 | Santa Ana, CA, US | Big Brothers Big Sisters Of Orange County | 2019 |
| Dana Outrigger Canoe Club | $2,000 | Dana Point, CA, US | For Education | 2018 |
| Harbor Day School | $25,000 | Corona Del Mar, CA, US | For Education | 2018 |
| Seawatch Inc | $2,000 | Portland, OR, US | For Protection Of Sea Life In Espiritu Santo | 2018 |
| Harbor Day School | $25,000 | Corona Del Mar, CA, US | For Education | 2017 |
| Big Brothers Big Sisters | $15,000 | Los Angeles, CA, US | For Education And Mentoring Support | 2017 |
| Miracles For Kids | $10,000 | Tustin, CA, US | To Help Families With Food, Clothing, Shelter And More | 2017 |
Foundations Similar to Bellwether Charitable Foundation
Discover 5 foundations with comparable assets ($2,326,696-$2,340,259), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Gibson Dunn & Crutcher Foundation
EIN: 95-4301635 | 643 grants awarded |
$2,326,696
(≈ Similar) |
$18,000
median grant |
Los Angeles, CA
Same state |
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|
Pamela And Richard Rigg Foundation
EIN: 27-4911450 | 18 grants awarded |
$2,335,203
(≈ Similar) |
$15,000
median grant |
Castro Valley, CA
Same state |
|
|
The Meleka Foundation Inc
EIN: 47-2378813 | 7 grants awarded |
$2,337,742
(≈ Similar) |
$10,000
median grant |
Los Angeles, CA
Same state |
|
|
Ute City Charitable Trust
EIN: 33-0833915 | 90 grants awarded |
$2,339,306
(≈ Similar) |
$9,250
median grant |
Encinitas, CA
Same state |
|
|
Bob A Ross Foundation Inc
EIN: 94-3254090 | 375 grants awarded |
$2,340,259
(≈ Similar) |
$10,000
median grant |
San Francisco, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Bellwether Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-2377962 |
| Website | N/A |
| Address | 610 NEWPORT CENTER DR STE 490 Newport Beach, CA 92660-6417 |
Key People (2)
Board members, trustees, and key staff who oversee Bellwether Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Polly Ueberroth |
|---|---|
| Secretary And Cfo | Joseph Ueberroth |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bellwether Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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