2024-11-13T15:59:28-06:00 2024-06-30 620788068 PURYEAR & NOONAN CPAS 40 BURTON HILLS BLVD STE 170 NASHVILLE TN 37215 990 2023-07-01 842454648 BELLE MEADE MANSION BELL 6153560501 5025 HARDING ROAD NASHVILLE TN 372052801 SHEREE KELLEY CEO 6153560501 2024-10-28 1 1 BETHANY HOVATER CPA P01981291 6152960500 2024-10-28 2023 2024-10-15 13:58:12Z SHEREE KELLEY 5025 HARDING ROAD NASHVILLE TN 372052801 4228087 0 X WWW.VISITBELLEMEADE.COM X 2019 TN TO CREATE INNOVATIVE AND INCLUSIVE GUEST EXPERIENCES, ENGAGING EDUCATIONAL OPPORTUNITIES, AND A FULFILLING TEAM ENVIRONMENT, WHILE PRESERVING THE HISTORIC RELEVANCE OF THE SITE FOR FUTURE GENERATIONS. 9 9 82 15 0 0 445260 93529 3184696 2885348 25061 55555 1420198 792099 5075215 3826531 10000 0 0 0 2254728 2190252 0 0 0 1832641 1951438 4097369 4141690 977846 -315159 7118800 6911825 552293 633570 6566507 6278255 TO CREATE INNOVATIVE AND INCLUSIVE GUEST EXPERIENCES, ENGAGING EDUCATIONAL OPPORTUNITIES, AND A FULFILLING TEAM ENVIRONMENT, WHILE PRESERVING THE HISTORIC RELEVANCE OF THE SITE FOR FUTURE GENERATIONS. 0 0 3046608 2885348 ADMISSION AND ACCESS TO OUR HISTORICAL HOME AND SITES FOR APPROXIMATELY 140,000 VISITORS ANNUALLY. 3046608 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X X SHEREE KELLEY 6153560501 5025 HARDING PIKE NASHVILLE TN 37205 DAMON BYRD BOARD PRESIDENT 2.00 X X 0 0 0 FRANK WILK BOARD MEMBER 1.00 X 0 0 0 LUVENIA HARRISON BOARD MEMBER 1.00 X 0 0 0 JOHN ROCHFORD EXECUTIVE BOARD MEMBER 1.00 X 0 0 0 LYLE PATTERSON BOARD MEMBER 1.00 X 0 0 0 JEFF STEELE BOARD MEMBER 1.00 X 0 0 0 ASHLEY E PROPST SECRETARY/TREASURER 1.00 X X 0 0 0 BILL FORRESTER SR BOARD MEMBER 1.00 X 0 0 0 JOHN MENEFEE BOARD MEMBER 1.00 X 0 0 0 MICHAEL KIRBY CFO 40.00 X 248204 0 37224 SHEREE KELLEY CEO 40.00 X 187838 0 11071 436042 0 48295 2 0 1 0 MILLER RENOVATIONS PO BOX 268 BURNS TN 37029 CONTRACT LABOR 106830 1 93529 93529 HISTORIC HOMES ADMISSI 561520 2806062 2806062 EDUCATION PROGRAMS 561520 79286 79286 2885348 58475 58475 479381 45439 433942 433942 433942 64587 67507 -2920 -2920 -2920 646767 288610 358157 358157 3826531 3677447 0 55555 409851 409851 1439567 1312537 127030 210815 157308 53507 130019 100178 29841 2720 2720 32719 32719 3237 3237 53118 53118 86963 86963 110547 104072 6475 3743 2994 749 8988 8263 725 835 835 418348 355596 62752 53910 48519 5391 SITE ACQUIST/RESTOR/MAI 604339 543905 60434 UTILITIES 160281 117058 43223 TOUR AND EXHIBIT EXPENS 145576 145576 SUPPORTING SERVICES 135508 20990 114518 130606 42649 87957 4141690 3046608 1095082 0 1206925 842702 71256 96355 93001 114722 124691 124819 27935 10272123 4870700 5351559 5401423 256099 282481 15269 21388 7118800 6911825 267429 291150 270176 324262 14688 18158 552293 633570 X 6404874 6116622 161633 161633 6566507 6278255 7118800 6911825 -315159 26907 0 X 0 1 X 1 1 1 X 491709 445260 93529 1030498 4990897 4914842 4011496 13917235 5482606 5360102 4105025 14947733 0 0 0 14947733 10434 29305 58475 98214 10434 29305 58475 98214 14500 9533 24033 5507540 5398940 4163500 15069980 0.99190 0.99420 0.00650 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212077 212077 212077 212077 154151 60454 2528 212077 0.30700 0.69300 0 0 221252 221252 8771420 4081653 4689767 1273126 782722 490404 6325 6325 0 5401423 CAPITAL LEASE OBLIGATIONS 18158 18158 X 3895640 26907 26907 3868733 -42202 -42202 3826531 4183892 42202 42202 4141690 0 4141690 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS ARE FOR LONG-TERM SUSTAINABILITY OF THE ORGANIZATION. PART X, LINE 2: THE MANSION RECOGNIZES THE TAX BENEFITS OF UNCERTAIN TAX POSITIONS ONLY WHERE THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ASSUMING EXAMINATION BY TAX AUTHORITIES. MANAGEMENT HAS ANALYZED THE MANSIONS TAX POSITIONS AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR THE OPEN TAX YEARS (YEARS ENDED JUNE 30, 2021 THROUGH 2023) OR EXPECTED TO BE TAKEN IN THE MANSIONS 2024 TAX RETURN. THE MANSION IDENTIFIES ITS MAJOR TAX JURISDICTIONS AS THE U.S. FEDERAL AND THE STATE OF TENNESSEE. HOWEVER, THE MANSION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE MANSION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. THE MANSION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE IN THE NEXT TWELVE MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SEE SCHEDULE D SUPPLEMENTAL FINANCIAL INFORMATION -42,202. PART XII, LINE 2D - OTHER ADJUSTMENTS: SEE SCHEDULE D SUPPLEMENTAL FINANCIAL INFORMATION 42,202. PART XI, LINE 4B & PART XII LINE 2D RENTAL EXPENSES OF $45,439 WERE INCLUDED IN TOTAL EXPENSES PER AUDITED FINANCIAL STAEMENTS, BUT REDUCE RENT INCOME ON FORM 990 PART VIII LINE 6B. INVESTMENT EXPENSES OF $3,237 WERE NOT INCLUDED IN TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS, BUT REDUCE INVESTMENT INCOME ON FORM 990 PART VIII LINE 3. X 0 0 0 0 0 0 0 0 0 MICHAEL KIRBY CFO 0 0 0 0 248204 0 13396 0 23828 0 285428 0 0 0 SHEREE KELLEY CEO 0 0 0 0 187838 0 0 0 11071 0 198909 0 0 0 SCHEDULE J, PART I, LINE 3: THE CEO AND CFO RECEIVE AN ANNUAL REVIEW AND APPROVAL BY THE BMM BOARD PRESIDENT TO DETERMINE THEIR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 11B THE SIGNING OFFICER REVIEWS THE FORM 990 AND THEN PROVIDES THE FORM 990 TO THE BOARD CHAIR AND ONE OTHER BOARD MEMBER FOR ADDITIONAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS SHOULD AVOID CONFLICTS BETWEEN THEIR OWN INDIVIDUAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. IF ANY OFFICERS, DIRECTOR, OR COMMITTEE MEMBER HAS AN INTEREST IN AN INDIVUDAL TRANSACTION, HE OR SHE MUST REFRAIN FROM VOTING OR DISCUSSING THAT PARTICULAR TRANSACTION TO AVOID ANY INFLUENCE ON THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO RECEIVE AN ANNUAL REVIEW AND APPROVAL BY THE BMM BOARD PRESIDENT TO DETERMINE THEIR CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. WINERY AT BELLE MEADE PLANTATION INC 5025 HARDING PIKE NASHVILLE TN 37205 264751067 WINE & BOURBON TASTING TN BELLE MEADE MANSION C 2660631 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WINERY AT BELLE MEADE PLANTATION INC D 50000 PRINCIPAL AMOUNT OF LOAN