AUMdb

Bellwether Charitable Foundation

EIN 812377962 · 501(c)(3) · Private foundation · Newport Beach, CA · recognized 2016

Assets
$2.3M
Revenue
$117K
Expenses
$171K
Investment income
$56.1K

Form 990 fiscal year ended 03/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Polly Ueberroth President $0 $0
Joseph Ueberroth Secretary and cfo $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
03/31/2025 $2.3M $117K $171K 990 990PF · obj 202502519349100720 IRS ↗
03/31/2024 $2.3M $107K $157K 990 990PF · obj 202500379349100520 IRS ↗