Bellwether Foundation Inc

Saint Louis, MO
Tax-exempt since July 1985
EIN: 22-2635309

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$10.3M (2024)

Expenses

$7.35M (2024)

Total Assets

$73M (2024)

Total Liabilities

$616 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$10,294,681

Expenses

$7,348,581

Net Income

$2,946,100

Net Assets

$72,970,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,221	0.8%
Dividends	$2,285,825	22.2%
Sales of Assets	$7,928,890	77.0%
Other Income	$1,745	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,404,554	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,970,902
Total Liabilities	$616
Net Assets	$72,970,286

Compensation

Key Employees and Officers	Compensation	Other
Virginia V Smith (President/Secretary)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$7,841,135

Expenses

$8,427,813

Net Income

-$586,678

Net Assets

$70,041,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58,613	0.7%
Dividends	$2,300,514	29.3%
Sales of Assets	$5,482,008	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,458,158	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$70,041,889
Total Liabilities	$664
Net Assets	$70,041,225

Compensation

Key Employees and Officers	Compensation	Other
Virginia V Smith (President/Secretary)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$7,136,378

Expenses

$5,784,223

Net Income

$1,352,155

Net Assets

$68,831,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,581	0.3%
Dividends	$2,184,324	30.6%
Sales of Assets	$4,928,473	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,979,563	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,831,959
Total Liabilities	$848
Net Assets	$68,831,111

Compensation

Key Employees and Officers	Compensation	Other
Virginia V Smith (President/Secretary)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,688,975

Expenses

$3,755,244

Net Income

$933,731

Net Assets

$64,894,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,159	0.1%
Interest Revenue	$23,957	0.5%
Dividends	$1,830,566	39.0%
Sales of Assets	$2,830,293	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,845,721	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,895,189
Total Liabilities	$881
Net Assets	$64,894,308

Compensation

Key Employees and Officers	Compensation	Other
Virginia V Smith (President/Secretary)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
Robert B Smith Ii (Trustee (Dec. 10/23/2021))	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$9,374,357

Expenses

$3,716,871

Net Income

$5,657,486

Net Assets

$62,567,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,050	0.0%
Interest Revenue	$67,444	0.7%
Dividends	$1,550,748	16.5%
Sales of Assets	$7,749,182	82.7%
Other Income	$3,933	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,175,048	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$62,567,670
Total Liabilities	$509
Net Assets	$62,567,161

Compensation

Key Employees and Officers	Compensation	Other
Virginia V Smith (President)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
Robert B Smith Ii (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,179,886

Expenses

$4,624,485

Net Income

-$1,444,599

Net Assets

$56,909,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$250,793	7.9%
Dividends	$1,239,057	39.0%
Sales of Assets	$1,689,944	53.1%
Other Income	$92	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,058,071	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,909,894
Total Liabilities	$219
Net Assets	$56,909,675

Compensation

Key Employees and Officers	Compensation	Other
Virgina V Smith (President)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
Robert B Smith Ii (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$4,997,814

Expenses

$4,593,585

Net Income

$404,229

Net Assets

$58,350,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,312	0.1%
Interest Revenue	$264,553	5.3%
Dividends	$1,118,817	22.4%
Sales of Assets	$3,611,057	72.3%
Other Income	$75	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,047,798	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,359,082
Total Liabilities	$8,230
Net Assets	$58,350,852

Compensation

Key Employees and Officers	Compensation	Other
Virgina V Smith (President)	$0	$0
Robert B Smith Iii (Chairman Of The Board)	$0	$0
Sally Duffield (Trustee)	$0	$0
Carrie D Pittenger (Trustee)	$0	$0
Robert B Smith Ii (Trustee)	$0	$0
John J Wolfe (Trustee)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,827,847

Expenses

$4,280,947

Net Income

-$2,453,100

Net Assets

$57,203,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,550	0.5%
Dividends	$1,292,138	70.7%
Sales of Assets	$553,973	30.3%
Other Income	-$26,814

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,813,298	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,211,920
Total Liabilities	$8,326
Net Assets	$57,203,594

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,056,498

Expenses

$4,530,145

Net Income

-$2,473,647

Net Assets

$59,652,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,496	0.3%
Dividends	$1,566,889	76.2%
Sales of Assets	$487,653	23.7%
Other Income	-$3,540

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,953,653	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,660,385
Total Liabilities	$8,312
Net Assets	$59,652,073

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,186,522

Expenses

$4,290,866

Net Income

-$1,104,344

Net Assets

$62,119,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,496	0.2%
Dividends	$1,652,449	51.9%
Sales of Assets	$1,497,011	47.0%
Other Income	$31,247	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,810,077	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$62,128,193
Total Liabilities	$8,312
Net Assets	$62,119,881

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,979,287

Expenses

$4,221,633

Net Income

-$1,242,346

Net Assets

$63,219,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,154	0.3%
Dividends	$1,823,476	61.2%
Sales of Assets	$1,147,869	38.5%
Other Income	$68	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,641,025	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,228,193
Total Liabilities	$8,207
Net Assets	$63,219,986

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$51,971,608

Expenses

$2,880,765

Net Income

$49,090,843

Net Assets

$63,906,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,251,681	94.8%
Interest Revenue	$16,884	0.0%
Dividends	$1,198,583	2.3%
Sales of Assets	$1,504,306	2.9%
Other Income	$321	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,587,072	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,906,679
Total Liabilities	$0
Net Assets	$63,906,679

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Updated September 25, 2025

Bellwether Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.3M (2024)

Expenses $7.35M (2024)

Total Assets $73M (2024)

Total Liabilities $616 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$10.3M (2024)

Expenses

$7.35M (2024)

Total Assets

$73M (2024)

Total Liabilities

$616 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001