Bellwether Foundation

Bellwether Harbor

Fremont, MI
Tax-exempt since Sept. 1994
EIN: 38-3182232

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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 Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$474k (2023)

Expenses

$495k (2023)

Total Assets

$2.25M (2023)

Total Liabilities

$7.88k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$474,240

Expenses

$495,047

Net Income

-$20,807

Net Assets

$2,238,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$326,792	68.9%
Interest Revenue	$151	0.0%
Dividends	$24,214	5.1%
Sales of Assets	$95,276	20.1%
Other Income	$30,337	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,231	82.5%
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	$2,246,427
Total Liabilities	$7,884
Net Assets	$2,238,543

Compensation

Key Employees and Officers	Compensation	Other
Danielle S Merrill (Pres / Exec)	$0	$0
Sherrie Harris (Secretary)	$0	$0
Holly S Merrill (Vice Preside)	$0	$0
Jane A Thompson (Director)	$0	$0
Barb Geno (Treasurer)	$0	$0
Loretta Towne (Director)	$0	$0

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990-PF

Filed on June 25, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$516,753

Expenses

$474,526

Net Income

$42,227

Net Assets

$2,311,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$324,543	62.8%
Interest Revenue	$30	0.0%
Dividends	$33,127	6.4%
Sales of Assets	$115,752	22.4%
Other Income	$40,089	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$406,176	85.6%
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	$2,325,708
Total Liabilities	$14,551
Net Assets	$2,311,157

Compensation

Key Employees and Officers	Compensation	Other
Danielle S Merrill (Pres / Exec)	$0	$0
Sherrie Harris (Secretary)	$0	$0
Holly S Merrill (Vice Preside)	$0	$0
Jane A Thompson (Director)	$0	$0
Barb Geno (Treasurer)	$0	$0
Loretta Towne (Director)	$0	$0

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990-PF

Filed on May 24, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$514,419

Expenses

$435,914

Net Income

$78,505

Net Assets

$2,551,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$334,224	65.0%
Interest Revenue	$23	0.0%
Dividends	$19,776	3.8%
Sales of Assets	$134,774	26.2%
Other Income	$24,090	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,605	84.1%
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	$2,565,509
Total Liabilities	$13,720
Net Assets	$2,551,789

Compensation

Key Employees and Officers	Compensation	Other
Danielle S Merrill (Pres / Exec)	$0	$0
Sherrie Harris (Secretary)	$0	$0
Holly S Merrill (Vice Preside)	$0	$0
Jane A Thompson (Director)	$0	$0
Julie A Dykman (Treasurer)	$0	$0
Barb Geno (Director)	$0	$0

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990-PF

Filed on April 27, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$485,118

Expenses

$444,572

Net Income

$40,546

Net Assets

$2,557,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$331,172	68.3%
Interest Revenue	$45	0.0%
Dividends	$18,184	3.7%
Sales of Assets	$107,062	22.1%
Other Income	$27,820	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,280	83.7%
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	$2,569,430
Total Liabilities	$11,942
Net Assets	$2,557,488

Compensation

Key Employees and Officers	Compensation	Other
Danielle S Merrill (Pres / Exec)	$0	$0
Sherrie Harris (Secretary)	$0	$0
Holly S Merrill (Vice Preside)	$0	$0
Jane A Thompson (Director)	$0	$0
Julie A Dykman (Treasurer)	$0	$0
Barb Geno (Director)	$0	$0

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990-PF

Filed on April 29, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$392,380

Expenses

$515,407

Net Income

-$123,027

Net Assets

$2,550,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$321,702	82.0%
Interest Revenue	$71	0.0%
Dividends	$18,795	4.8%
Sales of Assets	$14,764	3.8%
Other Income	$35,485	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$439,595	85.3%
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	$2,567,279
Total Liabilities	$16,414
Net Assets	$2,550,865

Compensation

Key Employees and Officers	Compensation	Other
Danielle Merrill (President &)	$0	$0
Holly Merrill (Vice Preside)	$0	$0
Susan Gell Meyers (Secretary)	$0	$0
Sherrie Harris (Asst. Secret)	$0	$0
Julie Dykman (Director)	$0	$0
Jane Thompson (Director)	$0	$0
Barb Geno (Director)	$0	$0

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990-PF

Filed on Aug. 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$465,110

Expenses

$545,402

Net Income

-$80,292

Net Assets

$2,534,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$369,775	79.5%
Interest Revenue	$30	0.0%
Dividends	$16,178	3.5%
Sales of Assets	$34,700	7.5%
Other Income	$41,963	9.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$467,737	85.8%
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	$2,553,083
Total Liabilities	$18,557
Net Assets	$2,534,526

Compensation

Key Employees and Officers	Compensation	Other
Danielle Merrill (President)	$0	$0
Danielle Merrill (Director)	$0	$0
Holly Merrill (Vice Preside)	$0	$0
Susan Gell Meyers (Secretary)	$0	$0
Sherrie Harris (Asst. Secret)	$0	$0
Julie Dykman (Director)	$0	$0
Jane Thompson (Director)	$0	$0
Barb Geno (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$453,289

Expenses

$548,881

Net Income

-$95,592

Net Assets

$2,621,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$383,736	84.7%
Interest Revenue	$48	0.0%
Dividends	$11,499	2.5%
Sales of Assets	$8,277	1.8%
Other Income	$48,594	10.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$467,267	85.1%
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	$2,635,542
Total Liabilities	$14,222
Net Assets	$2,621,320

Compensation

Key Employees and Officers	Compensation	Other
Danielle Merrill (President)	$0	$0
Danielle Merrill (Director)	$0	$0
Catherine Obits (Treasurer)	$0	$0
Holly Merrill (Vice Preside)	$0	$0
Susan Gell Meyers (Secretary)	$0	$0
Sherrie Harris (Asst. Secret)	$0	$0
Julie Dykman (Director)	$0	$0
Jane Thompson (Director)	$0	$0

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990-PF

Filed on Oct. 1, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$513,341

Expenses

$603,194

Net Income

-$89,853

Net Assets

$2,560,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$461,468	89.9%
Interest Revenue	$52	0.0%
Dividends	$7,695	1.5%
Sales of Assets	$14,108	2.7%
Other Income	$28,970	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$516,460	85.6%
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	$2,588,592
Total Liabilities	$27,953
Net Assets	$2,560,639

Compensation

Key Employees and Officers	Compensation	Other
Danielle Merrill (President)	$0	$0
Danielle Merrill (Director)	$0	$0
Catherine Obits (Treasurer)	$0	$0
Catherine Obits (Director)	$0	$0
Holly Merrill (V.P. & Direc)	$0	$0
Susan Gell Meyers (Secretary)	$0	$0
Sherrie Harris (Asst. Secret)	$0	$0
Sherrie Harris (Director)	$0	$0
Julie Dykman (Director)	$0	$0
Jane Thompson (Director)	$0	$0

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990-PF

Filed on Oct. 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$585,260

Expenses

$505,790

Net Income

$79,470

Net Assets

$2,556,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$540,499	92.4%
Interest Revenue	$18	0.0%
Dividends	$20,333	3.5%
Sales of Assets	$3,241	0.6%
Other Income	$20,929	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$420,019	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	$2,583,729
Total Liabilities	$27,646
Net Assets	$2,556,083

Compensation

Key Employees and Officers	Compensation	Other
Danielle Merrill (President &)	$0	$0
Catherine Obits (V. P. & Trea)	$0	$0
Catherine Obits (Director)	$0	$0
Susan Meyers (Secretary)	$0	$0
Holly Merrill (Director)	$0	$0
Sherrie Harris (Director)	$0	$0

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990-PF

Filed on Sept. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$408,112

Expenses

$492,059

Net Income

-$83,947

Net Assets

$2,465,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$363,425	89.1%
Interest Revenue	$13	0.0%
Dividends	$25,281	6.2%
Sales of Assets	$1,113	0.3%
Other Income	$17,250	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,491	84.0%
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	$2,481,039
Total Liabilities	$15,735
Net Assets	$2,465,304

Compensation

Key Employees and Officers	Compensation	Other
See Attached Schedule (See Attached)	$0	$0

990-PF

Filed on May 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$481,786

Expenses

$479,831

Net Income

$1,955

Net Assets

$2,498,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$417,612	86.7%
Interest Revenue	$12	0.0%
Dividends	$16,698	3.5%
Sales of Assets	$28,674	6.0%
Other Income	$17,470	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$402,206	83.8%
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	$2,515,079
Total Liabilities	$16,194
Net Assets	$2,498,885

Compensation

Key Employees and Officers	Compensation	Other
See Attached Schedule (Abdsf)	$0	$0

990-PF

Filed on Aug. 11, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$415,238

Expenses

$400,784

Net Income

$14,454

Net Assets

$2,435,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$358,585	86.4%
Interest Revenue	$28	0.0%
Dividends	$11,981	2.9%
Sales of Assets	$13,680	3.3%
Other Income	$28,880	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,893	80.8%
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	$2,452,533
Total Liabilities	$17,028
Net Assets	$2,435,505

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$390,500

Expenses

$406,143

Net Income

-$15,643

Net Assets

$2,402,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$323,905	82.9%
Interest Revenue	$54	0.0%
Dividends	$11,044	2.8%
Sales of Assets	$29,120	7.5%
Other Income	$24,393	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,172	79.8%
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	$2,420,687
Total Liabilities	$18,520
Net Assets	$2,402,167

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

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Bellwether Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $474k (2023)

Expenses $495k (2023)

Total Assets $2.25M (2023)

Total Liabilities $7.88k (2023)

Tax Filings by Year

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$474k (2023)

Expenses

$495k (2023)

Total Assets

$2.25M (2023)

Total Liabilities

$7.88k (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2019

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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

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