Nonprofit · EIN 81-2377962
BELLWETHER CHARITABLE FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $48,296 | $130,249 | -$81,953 | $2,116,363 | $0 | $2,116,363 |
| March 31, 2025 | 990-PF | $116,989 | $171,102 | -$54,113 | $2,198,316 | $0 | $2,198,316 |
| March 31, 2024 | 990-PF | $107,310 | $157,020 | -$49,710 | $2,252,429 | $0 | $2,252,429 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $2,034
- Dividends
- $46,262
Expenses
- Grants and similar amounts paid
- $125,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $128,499
- Excise tax on investment income
- $619
Balance sheet and other
- Total assets, start of year
- $2,198,316
- Total assets, end of year
- $2,116,363
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,116,363
- Fair market value of assets
- $2,176,203
- Qualifying distributions
- $128,499
- Net investment income
- $46,262
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Polly Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | President | 2 | $0 |
| Joseph Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | Secretary and CFO | 2 | $0 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Polly Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | President | 2 | $0 |
| Joseph Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | Secretary and CFO | 2 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Polly Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | President | 2 | $0 |
| Joseph Ueberroth 610 Newport Center Dr Ste 490, Newport Beach, CA 92660 | Secretary and CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 610 NEWPORT CENTER DR STE 490, NEWPORT BEACH, CA 92660-6417
- Signed the 990-PF
- Joseph J Ueberroth, Secretary
- Phone
- (949) 723-7788
- Return prepared by
- Livingston Group Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 81-2377962 or by the name BELLWETHER CHARITABLE FOUNDATION.
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-2377962
- 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
- 2016
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,116,363
- Income (IRS master file)
- $48,296
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $48,296 | $130,249 | $2,116,363 | XML |
| 990-PF | March 2025 | $116,989 | $171,102 | $2,198,316 | XML |
| 990-PF | March 2024 | $107,310 | $157,020 | $2,252,429 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 81-2377962).
Questions about BELLWETHER CHARITABLE FOUNDATION
- What is the EIN of BELLWETHER CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BELLWETHER CHARITABLE FOUNDATION is 81-2377962.
- Is BELLWETHER CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BELLWETHER CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BELLWETHER CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BELLWETHER CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELLWETHER CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of BELLWETHER CHARITABLE FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does BELLWETHER CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $48,296, expenses of $130,249 and total assets of $2,116,363 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations