2024-08-15T11:43:06-05:00 2023-09-30 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2022-10-01 201422131 BELLINGRATH GARDENS AND HOME FOUNDATION BELL 2519732217 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 R PRESTON BOLT CHAIRMAN 2519732217 2024-08-15 1 0 ZACHARY D WOLF P01621404 2513431200 2024-08-15 2022 2024-08-08 14:25:15Z R PRESTON BOLT 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 4542723 0 X WWW.BELLINGRATH.ORG X 2004 AL TO ASSIST WITH THE OPERATION OF BELLINGRATH GARDENS AND HOME 7 2 160 135 0 0 1485968 1581958 1742251 1754825 20078 83534 583652 657907 3831949 4078224 0 0 0 0 1903384 1962961 0 0 63331 1700360 1844031 3603744 3806992 228205 271232 4772852 4986974 2449153 2391896 2323699 2595078 TO ASSIST WITH THE OPERATION BELLINGRATH GARDENS AND HOME 0 0 2768190 2405508 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. 2768190 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 10 0 160 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 SIDNEY WEINACKER 2519732217 12401 BELLINGRATH GARDENS RD THEODORE AL 36582 CULLAN B DUKE 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 1000 0 HELEN MEAHER DIRECTOR 0.10 X 0 1000 0 SIDNEY WEINACKER SECRETARY 40.00 X 72853 0 7049 TODD LASSEIGNE EXECUTIVE DIRECTOR 40.00 X 170964 0 7619 WILLIAM BARRICK FORMER EXEC. DIRECTOR 0.00 X 134111 0 0 377928 5000 14668 2 1 1 0 GRANDE ADVERTISING LLC 1920 W BEACH BLVD 702 GULF SHORES AL 36542 ADVERTISING 200947 1 3505 1188209 96993 293251 1581958 ADMISSIONS 713990 1754825 1754825 1754825 70506 70506 92687 5250 84909 0 7778 5250 13028 5250 7778 12474 3505 0 12474 12474 951907 379590 572317 572317 INSURANCE PROCEEDS 713990 63000 63000 MISCELLANEOUS 713990 10116 10116 73116 4078224 2405508 0 90758 163011 163011 1645523 1410893 187747 46883 14270 8515 5258 497 140157 112067 24277 3813 12517 12517 30500 30500 301613 293491 4119 4003 40058 27097 8592 4369 166436 161968 4468 4388 4116 272 186114 18189 167925 201943 76092 125851 GARDEN OPERATIONS/PLANT 256230 256230 REPAIRS & MAINTENANCE 132158 131937 221 CONSULTING FEES 110869 40162 70707 SERVICE & RENTAL CONTRA 100510 89242 11268 300695 138191 158738 3766 3806992 2768190 975471 63331 61196 178499 1231711 994745 4309 5276 220950 269233 27346 30262 8649840 5561932 2855470 3087908 288303 319991 31515 49008 52052 52052 4772852 4986974 450805 269374 13033 1921526 2042953 63789 79569 2449153 2391896 X 1867034 1995592 456665 599486 2323699 2595078 4772852 4986974 271232 23575 -23428 0 X 0 1 X 1 0 X 1372189 1036301 1524557 1485968 1581958 7000973 1767947 1529452 2430034 2597706 2706732 11031871 3140136 2565753 3954591 4083674 4288690 18032844 1264157 923943 930908 968564 1191809 5279381 88347 88347 1264157 923943 930908 968564 1280156 5367728 12665116 9557 9496 5641 12663 70506 107863 9557 9496 5641 12663 70506 107863 30131 85420 6535 26761 73116 221963 3179824 2660669 3966767 4123098 4432312 18362670 0.68970 0.68420 0.00590 0.00270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 211021 9516 220537 200379 10642 211021 187391 12988 200379 178777 8614 187391 169253 9524 178777 1.00000 0 0 648204 648204 4128307 2825451 1302856 3873329 2736481 1136848 3087908 X 4101799 23575 23575 4078224 0 4078224 3806992 0 3806992 0 3806992 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 3621 3005 616 SANTA PHOTOS 10849 10849 2 1509 500 1009 15979 3505 12474 12474 X 0 1 0 0 0 0 0 0 0 TODD LASSEIGNE EXECUTIVE DIRECTOR 170964 0 0 0 0 0 2277 0 5342 0 178583 0 0 0 WILLIAM BARRICK FORMER EXEC. DIRECTOR 134111 0 0 0 0 0 0 0 0 0 134111 0 0 0 PART I, LINE 4B WILLIAM E. BARRICK $134,111 BELLINGRATH MORSE FOUNDATION SEE SCH R DEFFERED MAINTENANCE EXPENDITURES X 1100000 440000 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 1884859 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) PF III-O N/A 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 BELLINGRATH-MORSE FOUNDATION C 1188209 % OF MOVING AVERAGE FMV BELLINGRATH-MORSE FOUNDATION O 115549 % OF W-2 SALARIES PRES. & SEC. BELLINGRATH-MORSE FOUNDATION P 74501 PROPERTY INSURANCE BELLINGRATH-MORSE FOUNDATION A 1043 INTEREST ON LOC