Bellwether Foundation Ii

Wilmington, DE
Tax-exempt since June 2010
EIN: 36-4665428

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.13M (2024)

Expenses

$1.05M (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$0 (2024)

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 Sept.
2024

Revenue

$1,132,356

Expenses

$1,050,065

Net Income

$82,291

Net Assets

$10,253,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97,122	8.6%
Dividends	$214,223	18.9%
Sales of Assets	$820,577	72.5%
Other Income	$434	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$997,048	95.0%
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	$10,253,954
Total Liabilities	$0
Net Assets	$10,253,954

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Feb. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$497,022

Expenses

$844,785

Net Income

-$347,763

Net Assets

$10,171,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$102,545	20.6%
Dividends	$218,833	44.0%
Sales of Assets	$175,644	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$701,178	83.0%
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	$10,171,663
Total Liabilities	$0
Net Assets	$10,171,663

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Dec. 6, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$1,364,159

Expenses

$857,459

Net Income

$506,700

Net Assets

$10,519,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64,927	4.8%
Dividends	$255,606	18.7%
Sales of Assets	$1,043,626	76.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$732,660	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	$10,519,426
Total Liabilities	$0
Net Assets	$10,519,426

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Feb. 10, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$1,605,088

Expenses

$718,878

Net Income

$886,210

Net Assets

$10,012,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71,060	4.4%
Dividends	$176,976	11.0%
Sales of Assets	$1,356,455	84.5%
Other Income	$597	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$664,897	92.5%
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	$10,012,726
Total Liabilities	$0
Net Assets	$10,012,726

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Feb. 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$656,583

Expenses

$1,005,743

Net Income

-$349,160

Net Assets

$9,126,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$80,309	12.2%
Dividends	$180,429	27.5%
Sales of Assets	$393,470	59.9%
Other Income	$2,375	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$946,785	94.1%
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	$9,126,516
Total Liabilities	$1
Net Assets	$9,126,515

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Feb. 9, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$1,061,220

Expenses

$725,731

Net Income

$335,489

Net Assets

$9,475,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$84,626	8.0%
Dividends	$186,918	17.6%
Sales of Assets	$789,566	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$652,439	89.9%
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	$9,475,676
Total Liabilities	$1
Net Assets	$9,475,675

Compensation

Key Employees and Officers	Compensation	Other
Jamiee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on July 1, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$546,954

Expenses

$639,468

Net Income

-$92,514

Net Assets

$13,913,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$114,246	20.9%
Dividends	$216,896	39.7%
Sales of Assets	$215,812	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$581,785	91.0%
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	$13,913,656
Total Liabilities	$0
Net Assets	$13,913,656

Compensation

Key Employees and Officers	Compensation	Other
Jaimee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Aug. 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$1,107,345

Expenses

$623,381

Net Income

$483,964

Net Assets

$12,753,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$111,115	10.0%
Dividends	$192,027	17.3%
Sales of Assets	$802,669	72.5%
Other Income	$1,534	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$569,100	91.3%
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	$12,753,984
Total Liabilities	$1
Net Assets	$12,753,983

Compensation

Key Employees and Officers	Compensation	Other
Jaimee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on Aug. 1, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Revenue

$499,301

Expenses

$609,160

Net Income

-$109,859

Net Assets

$12,011,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,787	18.4%
Dividends	$231,287	46.3%
Sales of Assets	$176,227	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$556,600	91.4%
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	$12,011,315
Total Liabilities	$0
Net Assets	$12,011,315

Compensation

Key Employees and Officers	Compensation	Other
Jaimee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$1,138,582

Expenses

$627,013

Net Income

$511,569

Net Assets

$11,290,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97,788	8.6%
Dividends	$208,705	18.3%
Sales of Assets	$832,089	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$539,047	86.0%
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	$11,290,481
Total Liabilities	$0
Net Assets	$11,290,481

Compensation

Key Employees and Officers	Compensation	Other
Jaimee Lisa Davis (President)	$0	$0
Paul Oliver Davis (Secretary)	$0	$0

990-PF

Filed on May 16, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$959,478

Expenses

$543,501

Net Income

$415,977

Net Assets

$11,744,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$84,420	8.8%
Dividends	$215,576	22.5%
Sales of Assets	$659,482	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$491,470	90.4%
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	$11,744,228
Total Liabilities	$0
Net Assets	$11,744,228

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$413,398

Expenses

$518,958

Net Income

-$105,560

Net Assets

$10,990,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94,573	22.9%
Dividends	$148,153	35.8%
Sales of Assets	$170,672	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$467,955	90.2%
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	$10,990,336
Total Liabilities	$0
Net Assets	$10,990,336

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$393,508

Expenses

$504,462

Net Income

-$110,954

Net Assets

$10,236,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$100,274	25.5%
Dividends	$159,582	40.6%
Sales of Assets	$133,652	34.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,205	89.6%
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	$10,236,138
Total Liabilities	$1
Net Assets	$10,236,137

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$429,151

Expenses

$509,972

Net Income

-$80,821

Net Assets

$9,026,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$116,798	27.2%
Dividends	$119,024	27.7%
Sales of Assets	$193,329	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,925	92.0%
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	$9,029,573
Total Liabilities	$3,112
Net Assets	$9,026,461

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

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

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Bellwether Foundation Ii

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.13M (2024)

Expenses $1.05M (2024)

Total Assets $10.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Revenue

$1.13M (2024)

Expenses

$1.05M (2024)

Total Assets

$10.3M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010