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Nonprofiteer
← BELLINGRATH-MORSE FOUNDATION

Form 990 for tax year 2024

Filed by BELLINGRATH-MORSE FOUNDATION.

Totals

Total revenue
$7,932,987
Total expenses
$6,726,454
Contributions and grants received
$0
Grants paid
$5,961,120
Program services expenses (Part IX)
$5,961,120
Management and general expenses
$765,334
Fundraising expenses
$0
Program service expenses (Part III)
$5,961,120

Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WALTER EDGAR

    TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • GEORGE GARZON JR

    TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • PRESTON BOLT

    CHAIRMAN

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • ROBERT BAKER JR

    TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • HELEN MEAHER

    TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • REGIONS BANK

    CORP. TRUSTEE

    Total calculated
    $162,199
    From this org
    $0
    From related orgs
    $0
    Other
    $162,199
    Hours/week
    2
  • SIDNEY WEINACKER

    SECRETARY

    Total calculated
    $52,302
    From this org
    $0
    From related orgs
    $45,832
    Other
    $6,470
    Hours/week
    40
  • WILLIAM T SMITHWECK JR

    SECRETARY

    Total calculated
    $86,846
    From this org
    $0
    From related orgs
    $82,870
    Other
    $3,976
    Hours/week
    40
  • WILLIAM E BARRICK

    FORMER TRUSTEE/EXEC DIR

    Total calculated
    $153,420
    From this org
    $0
    From related orgs
    $153,420
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $153,420 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $153,420 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
WILLIAM E. BARRICK $153,420

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202533179349307048

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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