Bellwether Charitable Foundation

990PF • Fiscal year 2024 • EIN 81-2377962

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 04, 2025

Organization Profile

610 Newport Center Drive 490Newport Beach, CA 92660

(949) 723-7788

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

-46%

Higher net margin than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

-2.2%

Faster asset growth than 28% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

-92%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets33rd percentile

Assets

Down

$2,252,429

Down $49,710 (-2.2%) from 2023

Net Assets

$2,252,429

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue33rd percentile Net Margin10th percentile

Revenue

Down

$107,310

Down $1,191,327 (-92%) from 2023

Expenses

$157,020

Up $103,170 (+192%) from 2023

Net Income

Down

-$49,710

Down $1,294,497 (-104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$2,252,429

Liabilities$0

Net Assets$2,252,429

Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$107,310

Expenses$157,020

Net Income-$49,710

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2023 to Mar 31, 2024
Signed: Feb 4, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Polly Ueberroth	President	-	$0	-	-
Joseph Ueberroth	Secretary And CFO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bellwether Charitable Foundation
EIN: 81-2377962
Phone: 9497237788
Address: 610 Newport Center Drive 490, Newport Beach, CA 92660

Signing Officer

Name: Joseph Ueberroth
Title: Secretary
Phone: 9497237788
Signed: 2025-02-04
Discuss with paid preparer: Yes

Preparer

Firm: Livingston Group Inc
Address: 6351 Owensmouth Ave Ste 203, Woodland Hills, CA 91367-2293
Preparer: Joshua Livingston
Phone: 3102470555

Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	3400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	84600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	162250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Procter & Gamble (1,000 ending)
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt	0	0
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt	0	0
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt	0	973003
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt	0	973003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	956673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Nadavon Clubspeed Investments
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	27310
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	6800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	80000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	27310
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-49710
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	51431
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	23910
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	220
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	157020
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	107310
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	D
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	114228
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	114228
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	114228
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	114560
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	332
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	77
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	255
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	33365
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1220919
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	34891
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Polly Ueberroth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Joseph Ueberroth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary and CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	610 Newport Center Dr Ste 490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	610 Newport Center Dr Ste 490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	92660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	153620
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	153620
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	AS THE FOUNDATION CONDUCTS NO ACTIVITIES OTHER THAN THE INVESTMENT OF ITS ASSETS IN MARKETABLE SECURITIES AND OTHER INVESTMENT VEHICLES, THE FUNDS GENERATED ARE TO MAKE DONATIONS THAT WILL ACCOMPLISH THE GOALS AND OBJECTIVES SET FORTH AT AT THE TIME THE FOUNDATION WAS CREATED. DONATIONS ARE MADE TO PUBLICLY-SUPPORTED CHARITABLE, EDUCATIONAL, SCIENTIFIC AND LITERARY ORGANIZATIONS THAT ARE EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (c)(3)
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Joseph Ueberroth
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9497237788
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Polly Ueberroth
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Joseph Ueberroth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	For support of organization's work with children in the community.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	For support of organization's work in children's education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Big Brothers Big Sisters of Orange County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Harbor Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	Tax-exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1801 E Edinger Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3443 Pacific View Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Santa Ana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Corona Del Mar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92625
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	76581
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	77039
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	114228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	153620
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	37647
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	77039
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Joseph and Polly Ueberroth
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	610 Newport Center Dr Ste 490
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Newport Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	92660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	80000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	177091
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	HR Soft --installment sale
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	125660
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	125660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Department of Justice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Secretary of State
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	20
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	Joseph J Ueberroth
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	1	Polly Ueberroth
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	610 Newport Center Dr Ste 490
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	1	610 Newport Center Dr Ste 490
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	Newport Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	1	Newport Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	1	CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	92660
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	1	92660
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Joseph Ueberroth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9497237788
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Bellwether Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BELL
ReturnHeader/Filer/EIN	0	812377962
ReturnHeader/Filer/PhoneNum	0	9497237788
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	610 Newport Center Drive 490
ReturnHeader/Filer/USAddress/CityNm	0	Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954305432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Livingston Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6351 Owensmouth Ave Ste 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	913672293
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3102470555
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Joshua Livingston
ReturnHeader/ReturnTs	0	2025-02-06T17:08:26-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-04-01
ReturnHeader/TaxPeriodEndDt	0	2024-03-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,252,429
Liabilities: $0
Net assets: $2,252,429
Revenue: $107,310
Expenses: $157,020
Net income: -$49,710

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.12	$0.17	$0.05
2024Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.11	$0.16	$0.05
2023Summary only. Only limited summary data is available for this year.	$2.30	$0.00		$1.30	$0.05	$1.24
2022Summary only. Only limited summary data is available for this year.	$1.06	$0.00		$0.07	$0.09	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.04	$0.07	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.04	$0.09	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.06	$0.05	$0.01