Bellingrath-morse Foundation

THEODORE, AL EIN: 63-6017803 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$102.5M

+3.4% YoY

Annual Giving

$6.0M

+57.0% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$1.5M

+17.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$102,461,900$99,105,944$90,894,971
Revenue$7,932,987$5,679,125$5,938,781
Expenses$6,726,454$4,738,499$7,617,273
Qualifying Distributions
Net Investment Income$7,932,987$4,146,896$3,200,447
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$5M$7M4 grants20204 grants20214 grants20223 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

RHODES COLLEGE$2.7MHUNTINGDON COLLEGE$1.4MBELLINGRATH GARDENS & HO…$1.2MSTILLMAN COLLEGE$680K

Grant Size Distribution

19 grants across all recorded years

<$50K$50–100K$100–250K$250–500K7$500K–1M12$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bellingrath-morse Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WALTER EDGARTRUSTEE$1KGEORGE GARZON JRTRUSTEE$1KPRESTON BOLTCHAIRMAN$1KROBERT BAKER JRTRUSTEE$1KHELEN MEAHERTRUSTEE$1K

From 2024 filing

NameTitleHoursCompensation
WALTER EDGARTRUSTEE1$1,000
GEORGE GARZON JRTRUSTEE1$1,000
PRESTON BOLTCHAIRMAN1$1,000
ROBERT BAKER JRTRUSTEE1$1,000
HELEN MEAHERTRUSTEE1$1,000
SIDNEY WEINACKERSECRETARY40
WILLIAM T SMITHWECK JRSECRETARY40
WILLIAM E BARRICKFORMER TRUSTEE/EXEC DIR

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

MemphisMontgomeryTheodoreTuscaloosa

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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