Funder DirectoryBellwether Charitable Foundation
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Private foundation (trust)EIN 812377962Est. 2016-08

Bellwether Charitable Foundation

Newport Beach, CA 92660

Total Assets

$2.3M

FY 2024

Annual Giving

$169K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$56K

FY 2024

Grant Range

$9K–$100K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$117K

Total Expenses

$171K

Qualifying Distributions

$170K

Distributable Amount

$107K

Min. Investment Return

$108K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $169K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

24 grants

Big Brothers Big Sisters of Orange County
$258K
9 grants
Harbor Day School
$200K
2 grants
Duke University
$26K
3 grants
UC Berkeley Foundation
$18K
4 grants
The Frick Collection
$9K
1 grant
Ocean Institute
$3K
1 grant
SeaWatch Inc
$3K
1 grant
Princeton University
$3K
1 grant

Grant Size Distribution

24 grants

<$10K
13
grants
$10–50K
8
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

California
$480K
92% of total
North Carolina
$26K
5% of total
New York
$9K
2% of total
Oregon
$3K
1% of total
New Jersey
$3K
0% of total
Idaho
$1K
0% of total

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