Nonprofit · EIN 63-6017803
BELLINGRATH-MORSE FOUNDATION
Also known as BELLINGRATH GARDEN DIVISON
Tax-exempt · THEODORE, AL 36582
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,932,987 | $6,726,454 | $1,206,533 | $102,461,900 | $108,052 | $102,353,848 |
| December 31, 2023 | 990 | $5,679,125 | $4,738,499 | $940,626 | $99,105,944 | $95,879 | $99,010,065 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $7,932,987
- Net gain from sales of assets
- $5,483,954
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,961,120
- Compensation of officers, directors and key employees
- $127,520
- Salaries, compensation and benefits (total)
- $136,510
- Professional fundraising fees
- $0
- Legal fees
- $440,060
- Accounting fees
- $32,013
- Program services (functional)
- $5,961,120
- Management and general (functional)
- $765,334
Balance sheet and other
- Total assets, start of year
- $99,105,944
- Total assets, end of year
- $102,461,900
- Total liabilities, end of year
- $108,052
- Net assets, end of year
- $102,353,848
- Publicly traded securities
- $97,170,382
- Net assets with donor restrictions
- $102,353,848
- Gross receipts
- $29,366,785
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REGIONS BANK | CORP. TRUSTEE Institutional trustee | 2 | $0 | $0 | $162,199 |
| WILLIAM E BARRICK | FORMER TRUSTEE/EXEC DIR Former | 0 | $0 | $153,420 | $0 |
| WILLIAM T SMITHWECK JR | SECRETARY Officer | 40 | $0 | $82,870 | $3,976 |
| SIDNEY WEINACKER | SECRETARY Officer | 40 | $0 | $45,832 | $6,470 |
| WALTER EDGAR | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
| GEORGE GARZON JR | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
| PRESTON BOLT | CHAIRMAN Trustee or director | 1 | $1,000 | $0 | $0 |
| ROBERT BAKER JR | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
| HELEN MEAHER | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REGIONS BANK | CORP. TRUSTEE Institutional trustee | 2 | $0 | $0 | $166,033 |
| WILLIAM E BARRICK | FORMER TRUSTEE/EXEC DIR Former | 0 | $0 | $140,431 | $0 |
| SIDNEY WEINACKER | SECRETARY Officer | 40 | $0 | $72,528 | $7,312 |
| ROBERT BAKER JR | TRUSTEE Trustee or director | 1 | $2,000 | $0 | $0 |
| WALTER EDGAR | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
| GEORGE GARZON JR | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
| PRESTON BOLT | CHAIRMAN Trustee or director | 1 | $1,000 | $0 | $0 |
| HELEN MEAHER | TRUSTEE Trustee or director | 1 | $1,000 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12401 BELLINGRATH GARDENS RD, THEODORE, AL 36582-8460
- Principal officer (990 for 2024)
- PRESTON BOLT, 12401 BELLINGRATH GARDENS RD, THEODORE, AL 36582
- Signed the 990
- PRESTON BOLT, CHAIRMAN
- Phone
- (251) 438-8387
- Website
- WWW.BELLINGRATH.ORG
- Return prepared by
- SMITH DUKES & BUCKALEW LLP
Mission
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.
Program accomplishments
- DISTRIBUTION OF TOTAL RETURN DISTRIBUTABLE AMOUNT FROM TRUST TO TWO CHURCHES, THREE COLLEGES AND BELLINGRATH GARDENS & HOME FOUNDATION.Expenses $5,961,120 · grants $5,961,120
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-6017803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $102,461,900
- Income (IRS master file)
- $29,366,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,932,987 | $6,726,454 | $102,461,900 | IRS |
| 990 | December 2023 | $5,679,125 | $4,738,499 | $99,105,944 | XML |
| 990 | December 2022 | $5,938,781 | $7,617,273 | $90,894,971 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-6017803).
Questions about BELLINGRATH-MORSE FOUNDATION
- What is the EIN of BELLINGRATH-MORSE FOUNDATION?
- The employer identification number (EIN) of BELLINGRATH-MORSE FOUNDATION is 63-6017803.
- Is BELLINGRATH-MORSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to BELLINGRATH-MORSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BELLINGRATH-MORSE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BELLINGRATH-MORSE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELLINGRATH-MORSE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BELLINGRATH-MORSE FOUNDATION?
- The 990 for the year ended December 31, 2024 names PRESTON BOLT.
- Who are the officers and directors of BELLINGRATH-MORSE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 5 received compensation from the organization.
- How much revenue does BELLINGRATH-MORSE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,932,987, expenses of $6,726,454 and total assets of $102,461,900 at year end.
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All nonprofits in THEODORE · Alabama · Arts, culture and humanities