Bella Vista Foundation
EIN 943345967 Private FoundationTotal Given 2016–2024
$28.5M
639 grants · $3.2M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$40K
typical mid grants · $30K–$50K
grant size
61%
deep partner · 124/202 multi-year
repeat
$68.4M
Assets (2024)
202
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ANNIE YATES SENIOR PROGRAM OFFICER
Phone
(415) 561-6540
Deadlines
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
How to Apply
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
Restrictions
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $2.5M | $54.3M | $474K | 60 |
| 2017 | $2.4M | $59.3M | $652K | 57 |
| 2018 | $3.5M | $53.9M | $1.1M | 66 |
| 2019 | N/A | $81.0M | $1.3M | N/A |
| 2020 | $4.1M | $84.1M | $15.9M | 90 |
| 2022 | $5.7M | $64.9M | $1.2M | 122 |
| 2023 | $5.1M | $68.4M | $-298K | 114 |
| 2024 | $5.4M | $68.4M | $2.3M | 130 |
Grant Size Distribution
Based on 639 grants on record
Minimum
$500
25th Pctl
$30K
Median
$40K
Average
$45K
75th Pctl
$50K
Maximum
$240K
Geographic Distribution
Officers & Directors
SK
Susan KOE
8+ yrs
Chair
Leadership
SW
Shannon Casey Welch
4 yrs
Vice Chair and Co-Treasurer
Leadership
SK
Spencer Kirkwood
4 yrs
Audit Chair
Leadership
KJ
Katherine Joiner
4 yrs
Co-Treasurer
Leadership
JC
Jean Casey
4 yrs
Secretary
Leadership
RM
Rob Millis
3 yrs
Director
MC
Micheal Casey
4 yrs
Director
KC
Kimberly Casey
4 yrs
Director
JK
John Kirkwood
8+ yrs
Director Emeritus
SK
SARA KOE
Director
SK
Spencer Kirkwood
4 yrs
Audit Chair
Leadership
SK
Susan KOE
8+ yrs
Chair
Leadership
RM
Rob Millis
3 yrs
Co-Treasurer
Leadership
KJ
Katherine Joiner
4 yrs
Co-Treasurer
Leadership
JC
Jean Casey
4 yrs
Secretary
Leadership
SW
Shannon Casey Welch
4 yrs
Secretary
Leadership
JK
John Kirkwood
8+ yrs
Director Emeritus
KC
Kimberly Casey
4 yrs
Director
MC
Micheal Casey
4 yrs
Director
SK
Susan KOE
8+ yrs
Vice Chairman
Leadership
JC
Jean Casey
4 yrs
Chair
Leadership
RM
Rob Millis
3 yrs
Audit Chair
Leadership
KJ
Katherine Joiner
4 yrs
Co-Treasurer
Leadership
CK
Corey Kirkwood
6 yrs
Co-Treasurer
Leadership
SW
Shannon Casey Welch
4 yrs
Secretary
Leadership
JK
John Kirkwood
8+ yrs
Director Emeritus
MC
Micheal Casey
4 yrs
Director
KC
Kimberly Casey
4 yrs
Director
SK
Spencer Kirkwood
4 yrs
Director
JC
Jean Casey
4 yrs
Chair
Leadership
SK
Susan KOE
8+ yrs
Vice Chairman
Leadership
RM
Rob Mills
Audit Chair
Leadership
CK
Corey Kirkwood
6 yrs
Co-Treasurer
Leadership
KJ
Katherine Joiner
4 yrs
Co-Treasurer
Leadership
SW
Shannon Casey Welch
4 yrs
Secretary
Leadership
MC
Micheal Casey
4 yrs
Director
KC
Kimberly Casey
4 yrs
Director
JK
John Kirkwood
8+ yrs
Director Emeritus
SK
Spencer Kirkwood
4 yrs
Director
Grants Awarded (639 total)
| Purpose | ||||
|---|---|---|---|---|
| The Trust for Public Land | San Francisco, CA | $240,000 | NORTHERN SIERRA PROGRAM | 2018 |
| California Trout | San Francisco, CA | $160,000 | RESTORATION PRIORITIES FOR THE MID-KLAMATH BASIN | 2018 |
| Mid Klamath Watershed Council | Orleans, CA | $150,000 | WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP | 2023 |
| The Trust for Public Land | San Francisco, CA | $150,000 | For continued support of the Sierra Checkerboard Initiative. | 2016 |
| The Trust for Public Land | San Francisco, CA | $150,000 | TO SUPPORT THE NORTHERN SIERRA CHECKERBOARD PROGRAM. | 2017 |
| The Regents of the University of California | San Francisco, CA | $150,000 | SUSTAINING & EXPANDING SERVICES OF THE INFANT-PARENT-PROGRAM IN HONOR OF BOB KIRKWOOD | 2018 |
| The Freshwater Trust | Portland, OR | $135,000 | TO MAINTAIN A LEADERSHIP ROLE IN THE JOHN DAY BASIN PARTNERSHIP | 2017 |
| The Freshwater Trust | Portland, OR | $130,000 | To access the potential for quantified conservation approaches in the upper John Day. | 2016 |
| The Freshwater Trust | Portland, OR | $130,000 | HOLISTIC RESTORATION PROGRAM TO MODERATE STREAM TEMPERATURE IN THE JOHN DAY BASIN | 2018 |
| Somos Mayfair | San JOSE, CA | $130,000 | FAMILY RESOURCE CENTER PROGRAMMING | 2018 |
| The Freshwater Trust | Portland, OR | $120,000 | TO DEVELOP A COORDINATED RESTORATION IMPLEMENTATION AND FUNDING PROGRAM TO MODERATE STREAM TEMPERATURE IN THE JOHN... | 2020 |
| The Trust for Public Land | San Francisco, CA | $120,000 | FOR THE NORTHERN SIERRA PROGRAM TO STRATEGICALLY CONSERVE THE REGIONS FORESTS, WATERSHEDS, AND OTHER NATURAL AREAS | 2020 |
| The Freshwater Trust | Portland, OR | $120,000 | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | 2022 |
| The Trust for Public Land | San Francisco, CA | $120,000 | NORTHERN SIERRA CONSERVATION AND CLIMATE RESILIENCY | 2022 |
| The Freshwater Trust | Portland, OR | $120,000 | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | 2022 |
| The Freshwater Trust | Portland, OR | $120,000 | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | 2022 |
| The Freshwater Trust | Portland, OR | $120,000 | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | 2023 |
| The Trust for Public Land | San Francisco, CA | $120,000 | NORTHERN SIERRA CONSERVATION AND CLIMATE RESILIENCY | 2023 |
| South YUBA River Citizens League | Nevada City, CA | $120,000 | GENERAL SUPPORT | 2023 |
| The Wild Salmon Center | Portland, OR | $120,000 | RESTORING SPRING CHINOOK TO THE MID-KLAMATH | 2023 |
| The Freshwater Trust | Portland, OR | $120,000 | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | 2024 |
| Reading Partners | Oakland, CA | $120,000 | GENERAL SUPPORT OF READING PARTNERS SAN FRANCISCO | 2024 |
| Tandem Partners in Early Learning | San Francisco, CA | $120,000 | SAN FRANCISCO PROGRAMS AND OPERATIONS | 2024 |
| The Trust for Public Land | San Francisco, CA | $120,000 | NORTHERN SIERRA PROGRAM | 2018 |
| Rebekah Children's Services | Gilroy, CA | $120,000 | RESILIENT FAMILY PROGRAM | 2018 |
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