Nonprofit · EIN 36-4665428
BELLWETHER FOUNDATION II
Tax-exempt · BEVERLY HILLS, CA 90211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,601,524 | $492,375 | $1,109,149 | $11,359,940 | $1,398 | $11,358,542 |
| September 30, 2024 | 990-PF | $1,132,356 | $1,050,065 | $82,291 | $10,253,954 | $0 | $10,253,954 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $244,891
- Interest
- $85,607
- Net gain from sales of assets
- $1,270,696
- Other income
- $330
Expenses
- Grants and similar amounts paid
- $350,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $437,439
- Excise tax on investment income
- $21,498
Balance sheet and other
- Total assets, start of year
- $10,253,954
- Total assets, end of year
- $11,359,940
- Total liabilities, end of year
- $1,398
- Net assets, end of year
- $11,358,542
- Fair market value of assets
- $16,777,506
- Qualifying distributions
- $437,439
- Net investment income
- $1,601,524
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIEE LISA DAVIS 1100 N MARKET STREET SUITE 1010, WILMINGTON, DE 19801 | PRESIDENT | 10 | $0 |
| PAUL OLIVER DAVIS 1100 N MARKET STREET SUITE 1010, WILMINGTON, DE 19801 | SECRETARY | 10 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIEE LISA DAVIS 1100 N MARKET STREET SUITE 1010, WILMINGTON, DE 19801 | PRESIDENT | 10 | $0 |
| PAUL OLIVER DAVIS 1100 N MARKET STREET SUITE 1010, WILMINGTON, DE 19801 | SECRETARY | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 8383 WILSHIRE BLVD STE 815, BEVERLY HILLS, CA 90211-2445
- In care of
- % RPA
- Signed the 990-PF
- PAUL DAVIS, SECRETARY
- Phone
- (323) 658-5477
- Return prepared by
- TOPLITZKY & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 36-4665428 or by the name BELLWETHER FOUNDATION II.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 36-4665428
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,359,940
- Income (IRS master file)
- $3,754,834
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,601,524 | $492,375 | $11,359,940 | XML |
| 990-PF | September 2024 | $1,132,356 | $1,050,065 | $10,253,954 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4665428).
Questions about BELLWETHER FOUNDATION II
- What is the EIN of BELLWETHER FOUNDATION II?
- The employer identification number (EIN) of BELLWETHER FOUNDATION II is 36-4665428.
- Is BELLWETHER FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to BELLWETHER FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELLWETHER FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELLWETHER FOUNDATION II due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELLWETHER FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BELLWETHER FOUNDATION II?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BELLWETHER FOUNDATION II have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,601,524, expenses of $492,375 and total assets of $11,359,940 at year end.
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