Civic Intelligence

Bellingrath-Morse Foundation

990 • Fiscal year 2016 • EIN 63-6017803

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization ProfileWWW.BELLINGRATH.ORG

View Organization Page

12401 Bellingrath Gardens RoadTheodore, AL 36582

(251) 438-8387

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.04x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

18th percentile

-7.9%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$227,396

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$88,739,026

Down $697,818 (-0.8%) from 2015

Net Assets

Down

$88,578,329

Down $760,989 (-0.9%) from 2015

Liabilities

Up

$160,697

Up $63,171 (+65%) from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin18th percentile

Revenue

Down

$4,588,626

Down $975,274 (-18%) from 2015

Expenses

Down

$4,949,395

Down $12,639 (-0.3%) from 2015

Net Income

Down

-$360,769

Down $962,635 (-160%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $80,912,422Liabilities 2010: $389,231Net Assets 2010: $80,523,1912010Assets 2011: $75,939,363Liabilities 2011: $264,081Net Assets 2011: $75,675,2822011Assets 2012: $80,103,967Liabilities 2012: $136,443Net Assets 2012: $79,967,5242012Assets 2013: $90,484,676Liabilities 2013: $117,926Net Assets 2013: $90,366,7502013Assets 2014: $92,828,360Liabilities 2014: $90,897Net Assets 2014: $92,737,4632014Assets 2015: $89,436,844Liabilities 2015: $97,526Net Assets 2015: $89,339,3182015Assets 2016: $88,739,026Liabilities 2016: $160,697Net Assets 2016: $88,578,3292016Assets 2017: $95,271,015Liabilities 2017: $116,222Net Assets 2017: $95,154,7932017Assets 2018: $86,002,364Liabilities 2018: $132,383Net Assets 2018: $85,869,9812018Assets 2019: $97,049,661Liabilities 2019: $188,927Net Assets 2019: $96,860,7342019Assets 2020: $103,842,292Liabilities 2020: $97,250Net Assets 2020: $103,745,0422020Assets 2021: $109,592,614Liabilities 2021: $93,608Net Assets 2021: $109,499,0062021Assets 2022: $90,894,971Liabilities 2022: $94,318Net Assets 2022: $90,800,6532022Assets 2023: $99,105,944Liabilities 2023: $95,879Net Assets 2023: $99,010,0652023Assets 2024: $102,461,900Liabilities 2024: $108,052Net Assets 2024: $102,353,8482024

Highlighted filing

2016

Assets$88,739,026
Liabilities$160,697
Net Assets$88,578,329
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $4,624,4432010Expenses 2011: $4,375,7042011Expenses 2012: $4,181,4582012Revenue 2013: $6,719,586Expenses 2013: $4,262,547Net Income 2013: $2,457,0392013Revenue 2014: $6,839,516Expenses 2014: $4,500,883Net Income 2014: $2,338,6332014Revenue 2015: $5,563,900Expenses 2015: $4,962,034Net Income 2015: $601,8662015Revenue 2016: $4,588,626Expenses 2016: $4,949,395Net Income 2016: -$360,7692016Revenue 2017: $8,444,099Expenses 2017: $5,142,560Net Income 2017: $3,301,5392017Revenue 2018: $4,207,018Expenses 2018: $6,035,470Net Income 2018: -$1,828,4522018Revenue 2019: $8,747,627Expenses 2019: $6,067,466Net Income 2019: $2,680,1612019Revenue 2020: $9,772,001Expenses 2020: $5,639,237Net Income 2020: $4,132,7642020Revenue 2021: $8,669,562Expenses 2021: $6,361,296Net Income 2021: $2,308,2662021Revenue 2022: $5,938,781Expenses 2022: $7,617,273Net Income 2022: -$1,678,4922022Revenue 2023: $5,679,125Expenses 2023: $4,738,499Net Income 2023: $940,6262023Revenue 2024: $7,932,987Expenses 2024: $6,726,454Net Income 2024: $1,206,5332024

Highlighted filing

2016

Revenue$4,588,626
Expenses$4,949,395
Net Income-$360,769
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$36,050,674
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$70,797,957$71,592,469▲ $794,512
Investments Other Securities$14,419,141$13,576,896▼ $842,245
Savings and Temporary Cash Investments$3,293,537$2,595,530▼ $698,007
Receivables From Officers Etc$733,333$696,667▼ $36,666
Accounts Receivable$68,688$149,565▲ $80,877
Total Assets$89,436,844$88,739,026▼ $697,818
Other Assets Total$124,188$127,899▲ $3,711
Liabilities
Accounts Payable and Accrued Expenses$24,594$99,639▲ $75,045
Other Liabilities$72,932$61,058▼ $11,874
Total Liabilities$97,526$160,697▲ $63,171
Net Assets / Fund Balance
Permanently Rstr Net Assets$76,336,007$76,336,007→ $0
Temporarily Rstr Net Assets$13,003,311$12,242,322▼ $760,989
Total Net Assets Fund Balance$89,339,318$88,578,329▼ $760,989
Total Liabilities and Net Assets / Fund Balance$89,436,844$88,739,026▼ $697,818

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$92,206--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$89,339,318-▲ $4,187,304-$88,578,329
2015$92,737,463-▲ $1,563,889-$89,339,318
2014$90,366,750-▲ $6,871,596-$92,737,463
2013$79,967,524-▲ $14,666,586-$90,366,750
2012$75,675,282-▲ $8,473,700-$79,967,524
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BeckerCorp. Trustee--$183,682$183,682
Sidney WeinackerSecretaryFT-$57,847$57,847
-Secretary (new)FT-$33,755$33,755
William E BarrickTrustee/exec DirectorFT$1,000$25,240$26,240
Elmore InscoeTrustee-$1,000-$1,000
Preston BoltTrustee-$1,000-$1,000
Stephen G CrawfordChairman-$1,000-$1,000
Walter EdgarTrustee-$1,000-$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,380,056
Other Revenue
$208,570
Change in Net Assets
$-360,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,587,524
Revenue Not Reported on Financial Statements
$1,102
Revenue Not Reported on Form 990
$-400,220
Other Revenue Adjustments
$1,102
Total Revenue per Audited Statements
$4,187,304
Total Revenue per Form 990
$4,588,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,412,633
Other Expenses$387,827
Salaries, Compensation, and Employee Benefits$148,935
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,412,633--$4,412,633
Fees for Service Investment Mgmnt Fees-$162,393-$162,393
Current Officers, Directors, Trustees, and Key Employees-$135,816-$135,816
Insurance-$89,219-$89,219
Fees for Services Accounting-$31,330-$31,330
Fees for Services Legal-$17,646-$17,646
Payroll Taxes-$7,713-$7,713
All Other Expenses-$5,839-$5,839
Other Salaries and Wages-$5,406-$5,406
Other Expenses-$5,250-$5,250
Fees for Services Other-$3,900-$3,900
Total Functional Expenses$4,412,633$536,762$0$4,949,395

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,949,395
Expenses per Audited Statements$4,948,293
Total Expenses per Audited Statements$4,948,293
Expenses Not Reported on Financial Statements$1,102
Other Expense Adjustments$1,102
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rhodes CollegeMemphis, TN501(c)(3)General Support$2,013,713
Huntingdon CollegeMontgomery, AL501(c)(3)General Support$1,006,856
Bellingrath Gardens & Home Foundation IncTheodore, AL501(c)(3)Operational Suport$881,436
Stillman CollegeTuscaloosa, AL501(c)(3)General Support$503,428
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$733,333$696,667▼ $36,666
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$61,058
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Stephen g crawford and preston bolt - business relationship - members of the same law firm”

Form 990, Part VI, Section B, Line 11B

“The 990 was reviewed with a committee appointed by the board for such purpose.”

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 annually 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, $65,120 investment management fees, and $113,562 fiduciary fees paid by certain related organizations pursuant to separate agreements”

Filing and Contact Details

Filer

Filer Name
Bellingrath-morse Foundation
EIN
63-6017803
Phone
2514388387
Address
12401 BELLINGRATH GARDENS ROAD, THEODORE, AL 36582

Signing Officer

Name
William E Barrick
Title
Trustee
Phone
2519732217
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William E Barrick
Formed
1950
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
E Lamar Reeves
Phone
2513431200
Supplemental Narrative

Financial Statement Notes

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. Effective january 1, 2009, the foundation 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 taxing authorities. Such tax 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. The foundation 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Decrease in csv in revenue on books 1,102.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Decrease in csv in revenue on books 1,102.”

Raw XML AppendixShowing 400 of 754 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherAssetsTotalGrp/EOYAmt0127899
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2ADR FEES
IRS990/OtherExpensesGrp/Desc3RETIREMENT PLAN
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118852
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35250
IRS990/OtherExpensesGrp/TotalAmt041720
IRS990/OtherExpensesGrp/TotalAmt118852
IRS990/OtherExpensesGrp/TotalAmt211678
IRS990/OtherExpensesGrp/TotalAmt35250
IRS990/OtherLiabilitiesGrp/BOYAmt072932
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0HARBERT REAL ESTATE FUND
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IRS990/OtherRevenueMiscGrp/Desc2UNRELATED BUSINESS TAX REFUNDS -
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IRS990/OtherRevenueMiscGrp/ExclusionAmt166805
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26529
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0153664
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IRS990/OtherSalariesAndWagesGrp/TotalAmt05406
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07713
IRS990/PayrollTaxesGrp/TotalAmt07713
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt076336007
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt076336007
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM E BARRICK
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
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IRS990/PYInvestmentIncomeAmt05568745
IRS990/PYOtherExpensesAmt0409403
IRS990/PYOtherRevenueAmt0-4845
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0601866
IRS990/PYSalariesCompEmpBnftPaidAmt0137519
IRS990/PYTotalExpensesAmt04962034
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05563900
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0733333
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0696667
IRS990/ReconcilationRevenueExpnssAmt0-360769
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03293537
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02595530
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01780908
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01638876
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01780908
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01638876
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0223990
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0237809
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt01556918
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt01401067
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt01401067
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt03121162
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt03123277
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt02115
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt01190907
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt03123277
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0648637
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt03121162
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02472525
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt04412633
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt03763996
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02472525
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt03763996
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt03763996
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02472525
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt04412633
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt03121162
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt04412633
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt04412633
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATIONS ARE REGULARLY INFORMED OF THE INVESTMENT POLICIES AND PERFORMANCE OF BELLINGRATH-MORSE FOUNDATION THROUGH WRITTEN COMMUNICATIONS, INCLUDING QUARTERLY STATEMENTS, AS WELL AS THROUGH REGULAR MEETINGS. THE SUPPORTED ORGANIZATIONS AT ALL TIMES HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND APPROVE THE DISTRIBUTION CALCULATIONS ON AN ANNUAL BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt088293538
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt090595403
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt03173652
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt02661087
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt070519056
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt072291916
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01324403
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01358931
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt014600830
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt015642400
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt086969135
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt089236472
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt03043920
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt03123277
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt088293538
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt090595403
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt03043920
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt03123277
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630622655
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN2620476301
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd510
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22013713
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31006856
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4503428
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5881436
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST FRANCIS ST UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CENTRAL PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2RHODES COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3HUNTINGDON COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4STILLMAN COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5BELLINGRATH GARDENS AND HOME FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt04412633

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,739,026
Liabilities
$160,697
Net assets
$88,578,329
Revenue
$4,588,626
Expenses
$4,949,395
Net income
-$360,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$0.11$102$7.93$6.73$1.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.1$0.10$99.0$5.68$4.74$0.94
2022Detailed filing. Detailed filing data is available for this year.$90.9$0.09$90.8$5.94$7.62$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.09$109$8.67$6.36$2.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$0.10$104$9.77$5.64$4.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.0$0.19$96.9$8.75$6.07$2.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.0$0.13$85.9$4.21$6.04$1.83
2017Summary only. Only limited summary data is available for this year.$95.3$0.12$95.2$8.44$5.14$3.30
2016Detailed filing. Detailed filing data is available for this year.$88.7$0.16$88.6$4.59$4.95$0.36
2015Summary only. Only limited summary data is available for this year.$89.4$0.10$89.3$5.56$4.96$0.60
2014Summary only. Only limited summary data is available for this year.$92.8$0.09$92.7$6.84$4.50$2.34
2013Detailed filing. Detailed filing data is available for this year.$90.5$0.12$90.4$6.72$4.26$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.1$0.14$80.0$4.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$0.26$75.7$4.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$0.39$80.5$4.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $50M-$100M nonprofits