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Form 990-PFTax year 2025EIN 81-2377962

Bellwether Charitable Foundation

A private foundation in Newport Beach, CA. Its return for tax year 2025 lists 2 grants and $125,000 paid in grants.

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Tax year 2025 (period ending Mar 31, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $125,000

    Grants listed
    2
    Assets, end of year
    $2,116,363

  • Tax year 2024

    $169,200

    Grants listed
    3
    Assets, end of year
    $2,198,316

  • Tax year 2023

    $150,000

    Grants listed
    2
    Assets, end of year
    $2,252,429

  • Tax year 2022

    $53,800

    Grants listed
    5
    Assets, end of year
    $2,302,139

  • Tax year 2021

    $53,500

    Grants listed
    4
    Assets, end of year
    $1,057,352

  • Tax year 2020

    $55,000

    Grants listed
    6
    Assets, end of year
    $1,079,090

  • Tax year 2019

    $40,600

    Grants listed
    4
    Assets, end of year
    $1,110,001

  • Tax year 2018

    $29,000

    Grants listed
    3
    Assets, end of year
    $1,159,324

Grants paid in 2025

2 grants, largest first

As listed on the return.

  1. Harbor Day SchoolCorona DL Mar, CA

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

    $100,000
  2. Duke UniversityDurham, NC

    To support the education mission of the University

    $25,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $125,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. California1 grant $100,000
  2. North Carolina1 grant $25,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Polly UeberrothPresident Hours 2Pay $0
  • Joseph UeberrothSecretary and CFO Hours 2Pay $0

The return

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