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Nonprofit · EIN 38-3182232

BELLWETHER FOUNDATION

Also known as BELLWETHER HARBOR

Tax-exempt · FREMONT, MI 49412

Financials

$474K$495K2023$150K$290K2024$141K$143K2025
Revenue Expenses · by fiscal year end
Financials of BELLWETHER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$141,286$143,089-$1,803$2,087,831$0$2,087,831
December 31, 2024990-PF$149,842$290,277-$140,435$2,064,190$5,972$2,058,218
December 31, 2023990-PF$474,240$495,047-$20,807$2,246,427$7,884$2,238,543
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$105,972
Dividends
$18,664
Interest
$1
Net gain from sales of assets
$16,649

Expenses

Grants and similar amounts paid
$70,000
Disbursements for charitable purposes
$80,715
Excise tax on investment income
$462

Balance sheet and other

Total assets, start of year
$2,064,190
Total assets, end of year
$2,087,831
Total liabilities, end of year
$0
Net assets, end of year
$2,087,831
Fair market value of assets
$971,499
Qualifying distributions
$80,715
Net investment income
$35,314

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SHERRIE HARRIS
715 S LUCE AVE, FREMOND, MI 49412
SECRETARY/TR0$0
HOLLY S MERRILL
1500 ATLANTIC BLVD 203, KEY WEST, FL 33040
PRESIDENT0$0
JANE A THOMPSON
705 E OAK ST, FREMONT, MI 49412
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
DANIELLE S MERRILL
PO BOX 170, FREMONT, MI 49412
PRES / EXEC0$0
SHERRIE HARRIS
715 S LUCE AVE, FREMOND, MI 49412
SECRETARY0$0
HOLLY S MERRILL
3750 SUNRISE LANE, KEY WEST, FL 33040
VICE PRESIDE0$0
JANE A THOMPSON
9278 VISTA DEL LAGO, UNIT 31 H, BOCA RATON, FL 33428
DIRECTOR0$0
BARB GENO
907 N BALDWIN AVE, FREMONT, MI 49412
TREASURER0$0
LORETTA TOWNE
727 BEEBE AVE, FREMONT, MI 49412
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
DANIELLE S MERRILL
PO BOX 170, FREMONT, MI 49412
PRES / EXEC0$0
SHERRIE HARRIS
715 S LUCE AVE, FREMOND, MI 49412
SECRETARY0$0
HOLLY S MERRILL
3750 SUNRISE LANE, KEY WEST, FL 33040
VICE PRESIDE0$0
JANE A THOMPSON
9278 VISTA DEL LAGO, UNIT 31 H, BOCA RATON, FL 33428
DIRECTOR0$0
BARB GENO
907 N BALDWIN AVE, FREMONT, MI 49412
TREASURER0$0
LORETTA TOWNE
727 BEEBE AVE, FREMONT, MI 49412
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 475, FREMONT, MI 49412-0475
Signed the 990-PF
HOLLY S MERRILL, PRESIDENT
Phone
(231) 924-9230
Return prepared by
BRICKLEY DELONG PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3182232
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,087,831
Income (IRS master file)
$149,614

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$141,286$143,089$2,087,831IRS
990-PFDecember 2024$149,842$290,277$2,064,190XML
990-PFDecember 2023$474,240$495,047$2,246,427XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 38-3182232).

Questions about BELLWETHER FOUNDATION

What is the EIN of BELLWETHER FOUNDATION?
The employer identification number (EIN) of BELLWETHER FOUNDATION is 38-3182232.
Is BELLWETHER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BELLWETHER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does BELLWETHER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BELLWETHER FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BELLWETHER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BELLWETHER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BELLWETHER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $141,286, expenses of $143,089 and total assets of $2,087,831 at year end.

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