Civic Intelligence

Bellingrath-Morse Foundation

990T • Fiscal year 2020 • EIN 63-6017803

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

Organization ProfileWWW.BELLINGRATH.ORG

View Organization Page

12401 Bellingrath Gardens RoadTheodore, AL 36582

(251) 438-8387

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$102,461,900
Liabilities$108,052
Net Assets$102,353,848
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$7,932,987
Expenses$6,726,454
Net Income$1,206,533
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v1.1
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.

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
Preston Bolt
Title
Chairman
Phone
2519732217
Signed
2021-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
April B Boudreaux
Phone
2513431200
Raw XML Appendix98 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.

Path#Value
IRS8801/AMTCarryforwardPlusNegativeAmt012832
IRS8801/AMTCrCarryforwardToNextYearAmt012832
IRS8801/AMTPriorYearCarryforwardAmt012832
IRS8801/MinTaxCreditExemptionAmt025000
IRS8801/MinTaxCreditPhaseOutAmt083500
IRS8801/NetMinTaxCrMinusPhaseOutAmt00
IRS8801/NetMinTaxLessLossAndDedAmt00
IRS8801/NetMinTaxMinusExemptionAmt025000
IRS8801/NetMinTaxOnExclusionItemsAmt00
IRS8801/SumMinTaxCreditLossAndDedAmt00
IRS8801/TentMinTaxMinusRegTaxLiabAmt00
IRS990T/BooksInCareOfDetail/PersonNm0CULLAN DUKE REGIONS BANK
IRS990T/BooksInCareOfDetail/PhoneNum02514388083
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt011 N WATER ST MOBILE AL 36602
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0366331628
IRS990T/BookValueAssetsEOYAmt0103842292
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt04160
IRS990T/OverpaymentSection/RefundAmt04160
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04160
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN REAL ESTATE PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04160
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESTON BOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02519732217
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLINGRATH-MORSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0636017803
ReturnHeader/Filer/PhoneNum02514388387
ReturnHeader/Filer/USAddress/AddressLine1Txt012401 BELLINGRATH GARDENS ROAD
ReturnHeader/Filer/USAddress/CityNm0THEODORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036582
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630191630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH DUKES & BUCKALEW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 AIRPORT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0366081667
ReturnHeader/PreparerPersonGrp/PhoneNum02513431200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0APRIL B BOUDREAUX
ReturnHeader/ReturnTs02021-11-15T15:48:02-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PRESTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOLT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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