The California State Capitol

Form 990-PFTax year 2024EIN 94-3345967

Bella Vista Foundation

A private foundation in San Francisco, CA. Its return for tax year 2024 lists 105 grants and $3.8 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), 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

Accepts applications

The return gives an application contact and rules, as below.

Contact
Stefani Willis Executive Director
1660 Bush Street Suite 300
San Francisco, CA 94109
(415) 561-6540
Form and materials
For guidelines and more info about this foundation, see www.bellavistafoundation.org
Deadlines
For guidelines and more info about this foundation, see www.bellavistafoundation.org
Restrictions
For guidelines and more info about this foundation, see www.bellavistafoundation.org

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $3,794,274

    Grants listed
    105
    Assets, end of year
    $68,431,993
  • Tax year 2023

    $4,040,372

    Grants listed
    104
    Assets, end of year
    $68,423,844
  • Tax year 2022

    $4,242,041

    Grants listed
    99
    Assets, end of year
    $64,946,087
  • Tax year 2021

    $4,334,252

    Grants listed
    100
    Assets, end of year
    $86,434,044
  • Tax year 2020

    $3,632,167

    Grants listed
    84
    Assets, end of year
    $84,082,468
  • Tax year 2019

    $2,582,250

    Grants listed
    59
    Assets, end of year
    $80,972,367
  • Tax year 2018

    $2,649,490

    Grants listed
    59
    Assets, end of year
    $53,856,849

Grants paid in 2024

105 grants, largest first

As listed on the return.

  1. The Freshwater TrustPortland, OR

    Driving new conservation funding and coordinated investment to restoration

    $120,000
  2. California TroutSan Francisco, CA

    Klamath basin salmon recovery and habitat restoration

    $100,000
  3. Mid Klamath Watershed CouncilOrleans, CA

    Western klamath restoration partnership, WKRP

    $75,000
  4. Family Connections CentersSan Francisco, CA

    Building a foundation of early care and family support

    $60,000
  5. Reading PartnersOakland, CA

    General support of reading partners san francisco

    $60,000
  6. South Yuba River Citizens LeagueNevada City, CA

    General support

    $60,000
  7. Tandem Partners in Early LearningSan Francisco, CA

    San francisco programs and operations

    $60,000
  8. The Wild Salmon CenterPortland, OR

    Restoring spring chinook to the mid-klamath

    $60,000
  9. Buckelew ProgramsNovato, CA

    For support of services provide through la maternidad y esperanza

    $55,000
  10. Sacred Heart Community ServiceSan Jose, CA

    Safe, secure and loved: resilient families

    $55,000
  11. Deschutes River ConservancyBend, OR

    General support

    $53,000
  12. 826 ValenciaSan Francisco, CA

    826 valencias early literacy program

    $50,000
  13. American Rivers IncWashington, DC

    Building collaborative partnerships for enhanced watershed resilience

    $50,000
  14. Blue Mountain Land TrustWalla Walla, WA

    Stewardship associate - phipps meadow project manager

    $50,000
  15. Catholic Charities of Santa Clara CountySan Jose, CA

    The new beginnings program

    $50,000
  16. Cora Community Overcoming Relationship AbuseSan Mateo, CA

    Bilingual support groups for victims of domestic violence and trauma-informed services for their children

    $50,000
  17. Good Samaritan Family Resource Center of San FranciscoSan Francisco, CA

    Enhanced parenting

    $50,000
  18. Homeless Children's NetworkSan Francisco, CA

    General operating support

    $50,000
  19. Homeless Prenatal Program IncSan Francisco, CA

    Wellness services

    $50,000
  20. Jumpstart for Young Children IncBoston, MA

    Jumpstart: strengthening the early education sector

    $50,000
  21. Mujeres Unidas Y ActivasSan Francisco, CA

    For support of the apapachos (warm embraces) in alameda and san francisco

    $50,000
  22. Parent Services Project IncSan Rafael, CA

    Aprendiendo juntos/learning together

    $50,000
  23. Point Reyes Bird ObservatoryPetaluma, CA

    Increasing the pace, scale, and efficacy of meadow restoration in the sierra nevada

    $50,000
  24. Project Avary IncSan Rafael, CA

    General support

    $50,000
  25. Sierra Streams InstituteNevada City, CA

    For general support

    $50,000
  26. South Fork John Day Watershed CouncilJohn Day, OR

    $25,000 for general support and $25,000 for the john day basin partnership

    $50,000
  27. Springboard CollaborativePhiladelphia, PA

    2022-25 program support for bay area literacy programming

    $50,000
  28. StarvistaSan Carlos, CA

    Support of early childhood mental health consultation and healthy homes in san mateo county

    $50,000
  29. The Sierra FundAuburn, CA

    Resilient sierra nevada watersheds

    $50,000
  30. Gum Moon Residence HallSan Francisco, CA

    The early childhood development and parent support program

    $45,000
  31. Safe & SoundSan Francisco, CA

    Integrated family support for children prenatal to 3 and their caregivers

    $45,000
  32. Somos Mayfair IncSan Jose, CA

    Activities of family resource centers focused on families / caregivers of children ages 0-3

    $45,000
  33. Sustainable NorthwestPortland, OR

    For advancing climate resilience, restoration and social justice in the upper klamath basin

    $45,000
  34. A Home WithinOakland, CA

    To support SF implementation of building practice in community program

    $40,000
  35. Access Institute for Psychological ServicesSan Francisco, CA

    To support in-school mental health program

    $40,000
  36. At the CrossroadsSan Francisco, CA

    For general support

    $40,000
  37. Blue Mountains Forest PartnersMt Vernon, OR

    General support

    $40,000
  38. California Heritage Indigenous Research ProjectNevada City, CA

    For watershed restoration

    $40,000
  39. Hoopa Valley TribeHoopa, CA

    Restoring the trinity river

    $40,000
  40. Lavender Youth Recreation and Information Center(lyric)San Francisco, CA

    General support

    $40,000
  41. Lotus BloomOakland, CA

    For general program support of multicultural family resource centers serving families with children ages 0-3 years old in oakland.

    $40,000
  42. Maidu Summit ConsortiumChester, CA

    General support

    $40,000
  43. Modoc NationMiami, OK

    To support modoc homeland efforts

    $40,000
  44. Oregon WildPortland, OR

    Restoring & protecting ecosystems in the upper deschutes and john day basins

    $40,000
  45. Postpartum Support CenterSan Rafael, CA

    General operating support

    $40,000
  46. San Francisco Education FundSan Francisco, CA

    High-impact literacy tutoring in sfusd

    $40,000
  47. San Jose Grail Family ServicesSan Jose, CA

    Birth and beyond family empowerment

    $40,000
  48. The Regents of the University of California San FranciscoSan Francisco, CA

    The infant parent programs perinatal mental health service project

    $40,000
  49. The Trust for Public LandSan Francisco, CA

    Northern sierra and klamath conservation programs

    $40,000
  50. Tides CenterLos Angeles, CA

    General operating support (oasis for girls)

    $40,000
  51. Trout Unlimited IncArlington, VA

    For implementing process based restoration in critical watersheds through partnership

    $40,000
  52. North Fork John Day Watershed CouncilLong Creek, OR

    For general support

    $37,000
  53. Central Oregon Forest Stewardship FoundationBend, OR

    For deschutes collaborative forest project

    $35,000
  54. LincolnOakland, CA

    Trauma-informed playgroups at the mandela family resource center

    $35,000
  55. Mount St Joseph-St ElizabethSan Francisco, CA

    The parent-child center

    $35,000
  56. One Life Counseling CenterSan Carlos, CA

    For the parent and child support program

    $35,000
  57. Peninsula Family ConnectionsPalo Alto, CA

    The nurturing families project

    $35,000
  58. Spark SF Public SchoolsSan Francisco, CA

    Each and every by name

    $35,000
  59. Western Environmental Law CenterEugene, OR

    Conserving and restoring oregons watersheds and forests through collaboration

    $35,000
  60. Wu Yee Children's ServicesSan Francisco, CA

    Perinatal to three family support programs

    $35,000
  61. Karuk TribeOrleans, CA

    For the salmon river spring-run chinook (ishyat) research collaboration

    $34,524
  62. Asian Health ServicesOakland, CA

    For support of the healthy mothers, healthy babies program

    $30,000
  63. Beats Rhymes and Life IncOakland, CA

    Beats rhymes and life's outreach and prevention and early intervention (pei) strategy in san francisco

    $30,000
  64. Community Institute for PsychotherapySan Rafael, CA

    School-based services and student and family counseling support

    $30,000
  65. Huckleberry Youth Programs IncSan Francisco, CA

    For huckleberry teen health program (HTHP)

    $30,000
  66. Kidpower Teenpower Fullpower InternationalSan Francisco, CA

    For from trauma to thriving

    $30,000
  67. Larkin Street Youth ServicesSan Francisco, CA

    For youth services wellness program

    $30,000
  68. Legacy Global ProgramsMesa, AZ

    For reviving blue sky (new leaf climate partners)

    $30,000
  69. North Marin Community ServicesNovato, CA

    For strengthening youth mental health

    $30,000
  70. Parent Services Project IncSan Rafael, CA

    For raising a reader marin

    $30,000
  71. Puente de la Costa SurPescadero, CA

    To support the sueos unidos / united dreams bilingual childcare co-op

    $30,000
  72. Safe PassagesOakland, CA

    Support of the pregnant and parenting teens program

    $30,000
  73. Shine Together IncMilpitas, CA

    To support the san jose program

    $30,000
  74. South County Community Health Center IncE Palo Alto, CA

    The centeringpregnancy and centeringparenting programs

    $30,000
  75. Think WildBend, OR

    For beaver works oregon

    $30,000
  76. 18 ReasonsSan Francisco, CA

    Nourishing pregnancy program

    $28,000
  77. Boys & Girls Clubs of San FranciscoSan Francisco, CA

    For behavioral health services program

    $25,000
  78. Bridge the Gap College PrepSausalito, CA

    To support early literacy intervention in marin city

    $25,000
  79. Catholic Charities of Santa Clara CountySan Jose, CA

    The baby steps program

    $25,000
  80. Family Connections CentersSan Francisco, CA

    Early literacy for young learners

    $25,000
  81. Institute for Fisheries ResourcesEugene, OR

    For restoring salmon to klamath river tributaries

    $25,000
  82. New Creation Home MinistriesE Palo Alto, CA

    Early childhood development program

    $25,000
  83. Peninsula Family ServiceSan Mateo, CA

    To support parenting workshops at the san mateo early learning center

    $25,000
  84. Reach Out and Read Bay AreaHayward, CA

    General support of reach out and read san francisco

    $25,000
  85. San Francisco General Hospital FoundationSan Francisco, CA

    Solid start's perinatal resource integration and service program

    $25,000
  86. Side by SideSan Anselmo, CA

    For the youthrive early intervention for k-5 youth

    $25,000
  87. StarvistaSan Carlos, CA

    Support of the early childhood mental health consultation program in santa clara county

    $25,000
  88. Bay Area ScoresSan Francisco, CA

    For general support of america scores bay area

    $20,000
  89. Freedom ForwardSan Francisco, CA

    Mental health at the hype center

    $20,000
  90. Jewish Family & Children's ServicesSan Francisco, CA

    For the early childhood mental health program

    $20,000
  91. Sequoia Living IncSan Francisco, CA

    To support experience corps bay area in san francisco and marin

    $20,000
  92. The 5IVE Pillars OrganizationAlameda, CA

    For the wellness program

    $20,000
  93. Central Oregon LandwatchBend, OR

    Equitable water distribution in the deschutes basin

    $15,000
  94. La Casa de Las MadresSan Francisco, CA

    For parent & family support programs for domestic violence survivors

    $10,000
  95. Silvix ResourcesEugene, OR

    For collaborative forest planning for the blue mountains forest plan revision

    $10,000
  96. The Sierra FundAuburn, CA

    For gauge repair

    $7,500
  97. Northern California GrantmakersSan Francisco, CA

    General operating support

    $6,750
  98. Community InitiativesOakland, CA

    Bay area early childhood funders

    $4,000
  99. California TroutSan Francisco, CA

    For general support

    $3,000
  100. CandidNew York, NY

    For general support

    $3,000
  101. 826 ValenciaSan Francisco, CA

    For general support

    $500
  102. At the CrossroadsSan Francisco, CA

    For general support

    $500
  103. One Life Counseling CenterSan Carlos, CA

    For general support

    $500
  104. San Francisco Education FundSan Francisco, CA

    General operating support

    $500
  105. San Francisco Education FundSan Francisco, CA

    General support of the SF literacy coalition

    $500

Approved for future payment

25 grants

Approved in 2024 and not yet paid.

  1. Reading PartnersOakland, CA

    General support of reading partners san francisco

    $120,000
  2. Tandem Partners in Early LearningSan Francisco, CA

    San francisco programs and operations

    $120,000
  3. Catholic Charities of Santa Clara CountySan Jose, CA

    The new beginnings program

    $100,000
  4. Project Avary IncSan Rafael, CA

    General support

    $100,000
  5. Access Institute for Psychological ServicesSan Francisco, CA

    To support in-school mental health program

    $80,000
  6. At the CrossroadsSan Francisco, CA

    For general support

    $80,000
  7. Lavender Youth Recreation and Information Center(lyric)San Francisco, CA

    General support

    $80,000
  8. San Francisco Education FundSan Francisco, CA

    High-impact literacy tutoring in sfusd

    $80,000
  9. Mid Klamath Watershed CouncilOrleans, CA

    Western klamath restoration partnership, WKRP

    $75,000
  10. Community Institute for PsychotherapySan Rafael, CA

    School-based services and student and family counseling support

    $60,000
  11. Huckleberry Youth Programs IncSan Francisco, CA

    For huckleberry teen health program (HTHP)

    $60,000
  12. Larkin Street Youth ServicesSan Francisco, CA

    For youth services wellness program

    $60,000
  13. South Yuba River Citizens LeagueNevada City, CA

    General support

    $60,000
  14. The Wild Salmon CenterPortland, OR

    Restoring spring chinook to the mid-klamath

    $60,000
  15. Deschutes River ConservancyBend, OR

    General support

    $53,000
  16. Blue Mountain Land TrustWalla Walla, WA

    Stewardship associate - phipps meadow project manager

    $50,000
  17. Point Reyes Bird ObservatoryPetaluma, CA

    Increasing the pace, scale, and efficacy of meadow restoration in the sierra nevada

    $50,000
  18. Reach Out and Read Bay AreaHayward, CA

    General support of reach out and read san francisco

    $50,000
  19. Sierra Streams InstituteNevada City, CA

    For general support

    $50,000
  20. Blue Mountains Forest PartnersMt Vernon, OR

    General support

    $40,000
  21. Lotus BloomOakland, CA

    For general program support of multicultural family resource centers serving families with children ages 0-3 years old in oakland.

    $40,000
  22. Oregon WildPortland, OR

    Restoring & protecting ecosystems in the upper deschutes and john day basins

    $40,000
  23. Tides CenterLos Angeles, CA

    General operating support(oasis for girls)

    $40,000
  24. Institute for Fisheries ResourcesEugene, OR

    For restoring salmon to klamath river tributaries

    $25,000
  25. Legacy Global ProgramsMesa, AZ

    For reviving blue sky(new leaf climate partners)

    $15,000

Where the money goes

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

  1. Human services23 grants $805,50026% of the total
  2. Environment13 grants $582,50019% of the total
  3. Animals7 grants $403,00013% of the total
  4. Education9 grants $296,50010% of the total
  5. Mental health9 grants $295,50010% of the total
  6. Health4 grants $135,0004% of the total
  7. 9 other causes18 grants $531,75017% of the total

By State

Grants to organizations with a US address, latest year.

  1. California84 grants $2,936,274
  2. Oregon14 grants $595,000
  3. District of Columbia1 grant $50,000
  4. Pennsylvania1 grant $50,000
  5. Washington1 grant $50,000
  6. Oklahoma1 grant $40,000
  7. Virginia1 grant $40,000
  8. Arizona1 grant $30,000
  9. New York1 grant $3,000

Officers, directors and trustees

10 people as filed

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

  • Jean CaseySECRETARY Hours 1Pay $0
  • Susan KoeCHAIR Hours 1Pay $0
  • Katherine JoinerCO-TREASURER Hours 1Pay $0
  • Shannon Casey WelchVICE CHAIR AND CO-TREASURER Hours 1Pay $0
  • Rob MillisDIRECTOR Hours 1Pay $0
  • Micheal CaseyDIRECTOR Hours 1Pay $0
  • Kimberly CaseyDIRECTOR Hours 1Pay $0
  • Spencer KirkwoodAUDIT CHAIR Hours 1Pay $0
  • John KirkwoodDIRECTOR EMERITUS Hours 1Pay $0
  • Sara KoeDIRECTOR Hours 1Pay $0

The return

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