2026-08-17T13:30:31-05:00 2025-09-30 630191630 SMITH DUKES & BUCKALEW LLP 3800 AIRPORT BLVD MOBILE AL 366081667 990 2024-10-01 201422131 BELLINGRATH GARDENS AND HOME FOUNDATION BELL 2519732217 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 R PRESTON BOLT CHAIRMAN 2519732217 2026-08-14 1 0 ZACHARY D WOLF P01621404 2513431200 2026-08-14 2024 2025-03-06 01:10:19Z R PRESTON BOLT 12401 BELLINGRATH GARDENS ROAD THEODORE AL 36582 6318323 0 X WWW.BELLINGRATH.ORG X 2004 AL TO ASSIST WITH THE OPERATION OF BELLINGRATH GARDENS AND HOME 7 2 153 575 0 0 1528666 1573412 1981402 3130851 56119 71394 675508 918440 4241695 5694097 0 0 0 0 2197757 3003484 0 0 159996 2017481 2952643 4215238 5956127 26457 -262030 5351885 5234341 2666365 2811630 2685520 2422711 TO ASSIST WITH THE OPERATION BELLINGRATH GARDENS AND HOME 0 0 4674214 3982143 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. 4674214 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 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 11 0 153 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 HUNTER KING 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 1000 0 HELEN MEAHER DIRECTOR 0.10 X 0 1000 0 TODD LASSEIGNE EXECUTIVE DIRECTOR 40.00 X 204747 0 8012 WILLIAM T SMITHWECK JR SECRETARY 40.00 X 82870 0 3976 WILLIAM BARRICK FORMER EXEC. DIRECTOR 0.00 X 153420 0 0 441037 5000 11988 2 1 1 0 0 1177196 100000 296216 1573412 ADMISSIONS 713990 3130851 3130851 3130851 43452 43452 139339 111397 27942 27942 27942 69917 2769 67148 67148 1246916 510060 736856 736856 WHEELCHAIR AND FACILITY RENTALS 713990 52278 52278 EDUCATION PROGRAMS 713990 27699 27699 MISCELLANEOUS 713990 23456 23456 11003 11003 114436 5694097 3982143 0 138542 190075 190075 2407631 2066513 208625 132493 24295 10180 11415 2700 173083 148495 12975 11613 208400 165904 31896 10600 3651 3651 33378 33378 399913 397204 713 1996 90677 64052 26130 495 189513 188941 572 21174 21174 266365 23696 242669 127795 127795 SPECIAL EVENTS 672274 672274 GARDEN OPERATIONS/PLANT 354575 354575 SERVICE & RENTAL CONTRA 161065 150164 10901 REPAIRS & MAINTENANCE 157048 156829 219 475215 147592 327524 99 5956127 4674214 1121917 159996 124556 49694 914438 381708 3922 21103 351887 413186 40917 40529 9620507 5964619 3417145 3655888 386005 426013 60963 59889 52052 186331 5351885 5234341 317796 375717 2085669 2066198 262900 232221 0 137494 2666365 2811630 X 2034955 1653984 650565 768727 2685520 2422711 5351885 5234341 -262030 -779 0 X 0 1 X 1 0 X 1524557 1485968 1581958 1528784 1573412 7694679 2430034 2597706 2706732 2969290 4468747 15172509 3954591 4083674 4288690 4498074 6042159 22867188 930908 968564 1191809 1194284 1189696 5475261 88347 91928 38909 219184 930908 968564 1280156 1286212 1228605 5694445 17172743 5641 12663 70506 51998 43452 184260 5641 12663 70506 51998 43452 184260 6535 26761 73116 37093 23458 166963 3966767 4123098 4432312 4587165 6109069 23218411 0.73960 0.70820 0.00790 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 231775 15893 247668 220537 11238 231775 211021 9516 220537 200379 10642 211021 187391 12988 200379 1.00000 0 0 648204 648204 4431885 2879274 1552611 4540418 3085345 1455073 3655888 LEASE LIABILITY - ROU ASSETS 137494 137494 X 5693318 -779 -779 5694097 0 5694097 5956127 0 5956127 0 5956127 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 20408 20408 2569 CHINESE LANTERN PREVIEW PARTY 20711 20711 7 28798 28798 98 102 69917 69917 2667 102 2769 67148 X 0 1 0 0 0 0 0 0 0 TODD LASSEIGNE EXECUTIVE DIRECTOR 204747 0 0 0 0 0 2710 0 5302 0 212759 0 0 0 WILLIAM BARRICK FORMER EXEC. DIRECTOR 153420 0 0 0 0 0 0 0 0 0 153420 0 0 0 PART I, LINE 4B WILLIAM E. BARRICK $153,420 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 BELLINGRATH MORSE FOUNDATION SEE SCH R OPERATING EXPENSE REIMBURSEMENTS X 218005 218005 0 1 1 2066198 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 1177196 % OF MOVING AVERAGE FMV BELLINGRATH-MORSE FOUNDATION O 82945 % OF W-2 SALARIES PRES. & SEC.