2025-08-14T16:04:40-05:00 2024-09-30 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2023-10-01 201422131 BELLINGRATH GARDENS AND HOME FOUNDATION BELL 2519732217 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 R PRESTON BOLT CHAIRMAN 2519732217 2025-08-07 1 0 ZACHARY D WOLF P01621404 2513431200 2025-08-07 2023 2025-03-06 01:10:19Z R PRESTON BOLT 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 4634399 0 X WWW.BELLINGRATH.ORG X 2004 AL TO ASSIST WITH THE OPERATION OF BELLINGRATH GARDENS AND HOME 7 2 162 550 0 0 1581958 1528666 1754825 1981402 83534 56119 657907 675508 4078224 4241695 0 0 0 0 1962961 2197757 0 0 111623 1844031 2017481 3806992 4215238 271232 26457 4986974 5351885 2391896 2666365 2595078 2685520 TO ASSIST WITH THE OPERATION BELLINGRATH GARDENS AND HOME 0 0 2957357 2642751 THE PURPOSE OF THIS FOUNDATION IS TO ASSIST WITH THE OPERATION OF BELLINGRATH GARDENS AND HOME AND BUILD AN ENDOWMENT TO SUPPORT BELLINGRATH GARDENS AND HOME. 2957357 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 162 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 AL X TY SMITHWECK 2519732217 12401 BELLINGRATH GARDENS RD THEODORE AL 36582 KEVIN CONREY DIRECTOR 0.10 X 0 0 0 WALTER BELLINGRATH EDGAR DIRECTOR 0.10 X 0 1000 0 PRESTON BOLT CHAIRMAN 0.10 X X 0 1000 0 C RAY MAYHALL JR DIRECTOR 0.10 X 0 0 0 GEORGE GARZON DIRECTOR 0.10 X 0 1000 0 ROBERT BAKER JR DIRECTOR 0.10 X 0 2000 0 HELEN MEAHER DIRECTOR 0.10 X 0 1000 0 SIDNEY WEINACKER SECRETARY 40.00 X 72528 0 7312 TODD LASSEIGNE EXECUTIVE DIRECTOR 40.00 X 192404 0 8451 TY SMITHWECK SECRETARY 40.00 X 0 0 0 WILLIAM BARRICK FORMER EXEC. DIRECTOR 0.00 X 140431 0 0 405363 6000 15763 2 1 1 0 GRANDE ADVERTISING LLC 1920 W BEACH BLVD 702 GULF SHORES AL 36542 ADVERTISING 183579 1 1500 1190784 137800 198582 1528666 ADMISSIONS 713990 1981402 1981402 1981402 51998 51998 29291 1951 27121 0 2170 1951 4121 1951 2170 16110 1500 0 16110 16110 987888 365583 622305 622305 MISCELLANEOUS 713990 37093 37093 37093 4241695 2642751 0 70278 179680 179680 1846660 1548624 229754 68282 13547 9332 4215 157870 124036 28416 5418 5620 5620 30600 30600 302508 298483 3951 74 43995 25313 10451 8231 163903 158641 5262 11454 9091 2363 199132 31207 167925 224690 86298 135741 2651 GARDEN OPERATIONS/PLANT 239100 239100 TAXES & LICENSES 147190 1509 145681 REPAIRS & MAINTENANCE 144470 139271 2885 2314 SERVICE & RENTAL CONTRA 106151 92339 10996 2816 398668 194113 182718 21837 4215238 2957357 1146258 111623 178499 124556 994745 914438 5276 3922 269233 351887 30262 40917 9139093 5721948 3087908 3417145 319991 386005 49008 60963 52052 52052 4986974 5351885 269374 317796 2042953 2085669 79569 262900 2391896 2666365 X 1995592 2034955 599486 650565 2595078 2685520 4986974 5351885 26457 63985 0 X 0 1 X 1 0 X 1036301 1524557 1485968 1581958 1528784 7157568 1529452 2430034 2597706 2706732 2969290 12233214 2565753 3954591 4083674 4288690 4498074 19390782 923943 930908 968564 1191809 1194284 5209508 88347 91928 180275 923943 930908 968564 1280156 1286212 5389783 14000999 9496 5641 12663 70506 51998 150304 9496 5641 12663 70506 51998 150304 85420 6535 26761 73116 37093 228925 2660669 3966767 4123098 4432312 4587165 19770011 0.70820 0.68970 0.00760 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 220537 11238 231775 211021 9516 220537 200379 10642 211021 187391 12988 200379 178777 8614 187391 1.00000 0 0 648204 648204 4236903 2879274 1357629 4253986 2842674 1411312 3417145 X 4305680 63985 63985 4241695 0 4241695 4215238 0 4215238 0 4215238 PART III, LINE 4: THE ORGANIZATION HOLDS A COLLECTION OF EDWARD MARSHALL BOEHM PORCELAIN FOR DISPLAY. THE ORGANIZATION ALSO HOLDS A COLLECTION OF ANTIQUE FURNITURE, SILVER, AND OBJECT D'ART AS PART OF ITS PRESERVED HISTORIC BELLINGRATH HOME, WHICH IS OPEN FOR PUBLIC TOURING. PART V, LINE 4: TO PROVIDE MATERIAL CONTRIBUTIONS TO OPERATIONS IN THE FUTURE PART X, LINE 2: BGHF OPERATES AS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. BGHF IS LIABLE FOR TAX ON UNRELATED BUSINESS INCOME. EFFECTIVE JANUARY 1, 2009, BGHF IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD [FASB] ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. SUCH POSITIONS INITIALLY AND SUBSEQUENTLY NEED TO BE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITY ASSUMING FULL KNOWLEDGE OF THE POSITION AND RELEVANT FACTS. BGHF BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS TAX RETURNS AND THAT ITS ACCRUALS FOR TAX LIABILITIES ARE ADEQUATE FOR ALL OPEN TAX YEARS BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER. BEERS & BLOOMS 3040 1500 1540 SANTA PHOTOS 11224 11224 4 3346 3346 17610 1500 16110 16110 X 0 1 0 0 0 0 0 0 0 TODD LASSEIGNE EXECUTIVE DIRECTOR 192404 0 0 0 0 0 2846 0 5605 0 200855 0 0 0 WILLIAM BARRICK FORMER EXEC. DIRECTOR 140431 0 0 0 0 0 0 0 0 0 140431 0 0 0 PART I, LINE 4B WILLIAM E. BARRICK $140,431 BELLINGRATH MORSE FOUNDATION SEE SCH R DEFFERED MAINTENANCE EXPENDITURES X 1100000 403334 0 1 1 BELLINGRATH MORSE FOUNDATION SEE SCH R CASH FLOW AND OPERATIONS X 1000000 1000000 0 1 1 BELLINGRATH MORSE FOUNDATION SEE SCH R LINE OF CREDIT X 594859 444859 0 1 1 1848193 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS DISTRIBUTED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST QUESTIONAIRES AND PROVIDE SAME TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES OF A RELATED ORGANIZATION, WITHOUT THE INPUT OF THE EXECUTIVE DIRECTOR OF BELLINGRATH GARDENS AND HOME FOUNDATION, DETERMINES COMPENSATION BASED ON COMPARABILITY DATA FROM OTHER ORGANIZATIONS SIMILARLY SITUATED. THE EXECUTIVE DIRECTOR IS NOT A TRUSTEE OF THE RELATED ORGANIZATION AND HAS NO VOTE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. BELLINGRATH-MORSE FOUNDATION 12401 BELLINGRATH GARDENS RD THEODORE AL 36582 636017803 INVESTMENTS AL 501(C)(3) 12D III-O N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 BELLINGRATH-MORSE FOUNDATION C 1190784 % OF MOVING AVERAGE FMV BELLINGRATH-MORSE FOUNDATION O 115549 % OF W-2 SALARIES PRES. & SEC.