2025-11-13T14:16:30-06:00 2024-12-31 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2024-01-01 636017803 BELLINGRATH-MORSE FOUNDATION BELL 2514388387 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 PRESTON BOLT CHAIRMAN 2519732217 2025-11-11 1 0 ZACHARY D WOLF P01621404 2513431200 2025-11-11 2024 2025-03-06 01:10:19Z PRESTON BOLT 12401 BELLINGRATH GARDENS RD THEODORE AL 36582 29366785 0 X WWW.BELLINGRATH.ORG X 509(A)(3) ORGANIZATION 1950 AL PROVIDE FOR THE OPERATIONS AND MAINTENANCE OF BELLINGRATH GARDENS AND HOME FOR EDUCATION AND ENJOYMENT OF THE GENERAL PUBLIC AND TO PROVIDE CONTINUED SUPPORT FOR CERTAIN COLLEGES AND CHURCHES ALL AS PROVIDED IN THE ENTITY'S ORGANIZATIONAL DOCUMENTS. 6 0 0 0 0 0 0 0 0 0 4146896 7932987 1532229 0 5679125 7932987 3799831 5961120 0 0 126688 136510 0 0 0 811980 628824 4738499 6726454 940626 1206533 99105944 102461900 95879 108052 99010065 102353848 PROVIDE FOR THE OPERATIONS AND MAINTENANCE OF BELLINGRATH GARDENS AND HOME FOR EDUCATION AND ENJOYMENT OF THE GENERAL PUBLIC AND TO PROVIDE CONTINUED SUPPORT FOR CERTAIN COLLEGES AND CHURCHES ALL AS PROVIDED IN THE ENTITY'S ORGANIZATIONAL DOCUMENTS. 0 0 5961120 5961120 DISTRIBUTION OF TOTAL RETURN DISTRIBUTABLE AMOUNT FROM TRUST TO TWO CHURCHES, THREE COLLEGES AND BELLINGRATH GARDENS & HOME FOUNDATION. 5961120 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 AL X KEVIN CONREY REGIONS BANK 2516941462 11 N WATER ST MOBILE AL 366331628 WALTER EDGAR TRUSTEE 1.00 X 1000 0 0 GEORGE GARZON JR TRUSTEE 1.00 X 1000 0 0 PRESTON BOLT CHAIRMAN 1.00 X 1000 0 0 ROBERT BAKER JR TRUSTEE 1.00 X 1000 0 0 HELEN MEAHER TRUSTEE 1.00 X 1000 0 0 REGIONS BANK CORP. TRUSTEE 2.00 X 0 0 162199 SIDNEY WEINACKER SECRETARY 40.00 X 0 45832 6470 WILLIAM T SMITHWECK JR SECRETARY 40.00 X 0 82870 3976 WILLIAM E BARRICK FORMER TRUSTEE/EXEC DIR 0.00 X 0 153420 0 5000 282122 172645 0 1 1 0 MAYNARD NEXSEN 1901 6TH AVE N STE 2400 BIRMINGHAM AL 35203 LEGAL SERVICES 471717 1 2449033 2449033 26917752 21433798 5483954 5483954 5483954 7932987 0 0 7932987 5961120 5961120 127520 127520 8990 8990 440060 440060 32013 32013 59761 59761 69351 69351 CHANGE IN CASH SURRENDE 24178 24178 MISCELLANEOUS 2262 2262 ADR FEES 1187 1187 TRUSTEE & DIRECTORS EXP 12 12 6726454 5961120 765334 0 4335087 3024184 201655 309552 1884859 1848192 92510431 97170382 44957 128955 109590 99105944 102461900 95879 108052 95879 108052 X 99010065 102353848 99010065 102353848 99105944 102461900 1206533 2137250 0 X 0 1 X 1 0 X X 6 ST FRANCIS ST UNITED METHODIST CHURCH 630622655 1 1 3600 0 CENTRAL PRESBYTERIAN CHURCH 630378119 1 1 3600 0 RHODES COLLEGE 620476301 2 1 2721792 0 HUNTINGDON COLLEGE 630288841 2 1 1360896 0 STILLMAN COLLEGE 630315935 2 1 680448 0 BELLINGRATH GARDENS AND HOME FOUNDATION 201422131 10 1 1190784 0 6 5961120 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 250648 0 2087844 2449032 2338492 2449032 0 0 81509 68948 0 0 2256983 2380084 86944837 96436941 4689273 4005005 2613669 1908529 94247779 102350475 0 0 0 94247779 102350475 1413717 1535257 92834062 100815218 3249192 3528533 250648 0 3499840 3528533 2256983 1918436 3499840 3499840 0 3499840 5961120 0 0 0 0 0 5961120 5961120 3499840 100.000000000000 3499840 0 0 0 4335532 7224079 3799831 15359442 0 3499840 0 11859602 5961120 0 5961120 0 0 17820722 0 835692 7224079 3799831 5961120 PART IV, SECTION D, LINE 3 BELLINGRATH GARDENS AND HOME FOUNDATION ("BGHF") HAS A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND USE OF THE ORGANIZATION'S ASSETS DUE TO HAVING AN OVERLAPPING BOARD WITH THE ORGANIZATION, BEING REGULARLY INFORMED OF THE INVESTMENT PERFORMANCE THROUGH QUARTERLY AND ANNUAL STATEMENTS, AND RECEIVING ANNUALLY AUDITED FINANCIAL REPORTS FOR THE ORGANIZATION. PART V, SECTION D, LINE 8 BGHF AND THE THREE COLLEGES ARE ATTENTIVE TO THE ORGANIZATION DUE TO THE AMOUNT OF SUPPORT RECEIVED, THE NUMBER OF SUPPORTED ORGANIZATIONS, THE HISTORIC AND CONTINUING RELATIONSHIP WITH THE ORGANIZATION AND THE PURPOSES TO WHICH THE FUNDS ARE PUT BY THE SUPPORTED ORGANIZATIONS. THE ORGANIZATION IS RESPONSIVE BY PROVIDING QUARTERLY AND ANNUAL STATEMENTS AND ANNUAL AUDITED FINANCIALS TO THESE SUPPORTED ORGANIZATIONS. THE COLLEGES HAVE A SIGNIFICANT VOICE IN THE TIMING AND MANNER OF DISTRIBUTIONS AND IN THEIR OWN CONTINUING QUALIFICATION TO RECEIVE DISTRIBUTIONS. 99010065 10068039 5961120 763136 102353848 90800653 12945792 3799831 936549 99010065 109499006 -11081080 7224079 393194 90800653 103745042 12109938 4626741 1729233 109499006 96860734 12518732 4600790 1033634 103745042 1.00000 0 0 0 X 10068039 2137250 2137250 7930789 2198 2198 7932987 6724256 0 6724256 2198 2198 6726454 PART V, LINE 4: PROVIDE FOR THE OPERATIONS AND MAINTENANCE OF THE BELLINGRATH GARDENS AND HOME FOR EDUCATION AND ENJOYMENT OF THE GENERAL PUBLIC AND TO PROVIDE CONTINUED SUPPORT FOR CERTAIN COLLEGES AND CHURCHES ALL AS PROVIDED IN THE ENTITY'S ORGANIZATIONAL DOCUMENTS. PART X, LINE 2: THE FOUNDATION OPERATES AS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION QUALIFIES AS A SUPPORTING ORGANIZATION AS DESCRIBED IN SECTION 509(A)(3) OF THE CODE. THE NATIONAL OFFICE OF THE INTERNAL REVENUE SERVICE HAS REAFFIRMED ITS TAX EXEMPT STATUS AS OF MAY 12, 1992. THE FOUNDATION IS LIABLE FOR TAX ON UNRELATED BUSINESS INCOME. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN, AND AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NETTED FEES INCLUDED IN DIVIDENDS 2,198. PART XII, LINE 4B - OTHER ADJUSTMENTS: NETTED FEES INCLUDED IN DIVIDENDS 2,198. 1 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 620476301 501(C)(3) 2721792 0 GENERAL SUPPORT HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 630288841 501(C)(3) 1360896 0 GENERAL SUPPORT STILLMAN COLLEGE PO BOX 1430 TUSCALOOSA AL 35403 630315935 501(C)(3) 680448 0 GENERAL SUPPORT BELLINGRATH GARDENS & HOME FOUNDATION INC 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 201422131 501(C)(3) 1190784 0 OPERATIONAL SUPPORT 4 4 PART I, LINE 2: THE ORGANIZATION CLOSELY MONITORS THE USE OF DISTRIBUTIONS BY BGHF THROUGH FINANCIAL AND OPERATIONAL REPORTING AT LEAST QUARTERLY. THE ORGANIZATION REVIEWS ANNUAL SUBMISSIONS FROM EACH COLLEGE AS TO THE COLLEGE'S CONTINUING ELIGIBILTY TO RECEIVE DISTRIBUTIONS BY SATISFYING THE QUALIFICATION REQUIREMENTS SET FORTH IN THE GOVERNING DOCUMENT. 1 X 0 1 0 0 0 0 0 0 0 WILLIAM E BARRICK FORMER TRUSTEE/EXEC DIR 0 153420 0 0 0 0 0 0 0 0 0 153420 0 0 PART I, LINE 4B WILLIAM E. BARRICK $153,420 BELLINGRATH GARDENS AND HOME FOUNDATION SEE SCHEDULE R DEFERRED MAINTENANCE EXPENDITURES X 1100000 403333 0 1 1 BELLINGRATH GARDENS AND HOME FOUNDATION SEE SCHEDULE R CASH FLOW AND OPERATIONS X 1594859 1444859 0 1 1 1848192 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, QUESTION 12C BOARD ANNUALLY REQUESTS WRITTEN AFFIRMATION FROM MEMBERS REGARDING CONFLICTS AND COMPLIANCE WITH POLICY. FORM 990, PART VI, SECTION B, LINE 12C POLICY QUESTIONAIRES ARE COMPLETED REGULARLY BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES, WITHOUT INPUT OF THE EXECUTIVE DIRECTOR, DETERMINES COMPENSATION BASED ON COMPARABILITY DATA FROM OTHER ORGANIZATIONS SIMILARLY SITUATED. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A REGIONS BANK, AS CORPORATE TRUSTEE: $5,000 TRUSTEE FEES AND $157,199 FIDUCIARY FEES PAID BY CERTAIN RELATED ORGANIZATIONS PURSUANT TO SEPARATE AGREEMENTS BELLINGRATH GARDENS AND HOME FOUNDATION 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 201422131 OPERATIONS OF BELLINGRATH GARDENS AND HOME AL 501(C)(3) LINE 10 BELLINGRATH-MORSE FOUNDATION 1 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 620476301 COLLEGE TN 501(C)(3) LINE 2 N/A 0 HUNTINGDON COLLEGE 1500 E FAIRVIEW AVE MONTGOMERY AL 36106 630288841 COLLEGE AL 501(C)(3) LINE 2 N/A 0 STILLMAN COLLEGE PO BOX 1430 TUSCALOOSA AL 35403 630315935 COLLEGE AL 501(C)(3) LINE 2 N/A 0 ST FRANCIS ST UNITED METHODIST CHURCH PO BOX 9082 MOBILE AL 36691 630622655 CHURCH AL 501(C)(3) LINE 1 N/A 0 CENTRAL PREBYTERIAN CHURCH 1260 DAUPHIN ST MOBILE AL 36604 630378119 CHURCH AL 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 BELLINGRATH GARDENS AND HOME FOUNDATION B 1190784 % OF MOVING AVERAGE FMV BELLINGRATH GARDENS AND HOME FOUNDATION O 126510 % OF W-2 SALARIES PRES. & SEC.