AUMdb

Bella Vista Foundation

EIN 943345967 · 501(c)(3) · Private foundation · San Francisco, CA · recognized 2000

Assets
$68.4M
Revenue
$2.3M
Expenses
$5.0M
Investment income
$4.2M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jean Casey Secretary $0 $0
Susan Koe Chair $0 $0
Katherine Joiner Co-treasurer $0 $0
Shannon Casey Welch Vice chair and co-treasurer $0 $0
Rob Millis Director $0 $0
Micheal Casey Director $0 $0
Kimberly Casey Director $0 $0
Spencer Kirkwood Audit chair $0 $0
John Kirkwood Director emeritus $0 $0
Sara Koe Director $0 $0