BERKELEY HALL CHARITABLE FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY HALL CHARITABLE FOUNDATION (EIN 46-4739893)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349302232
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T10:48:08-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204046229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNECPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MAIN STREET | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464739893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERKELEY HALL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 5713828819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 366 GOOD HOPE ROAD | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29909 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA MARIE TEMPLE | PersonNm |
| Person Title | 23TREASURER | PersonTitleTxt |
| Phone | 8435053851 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | TEMPLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK N JUNE CPA | PreparerPersonNm |
| PTIN | P00630869 | PTIN |
| Phone | 8438426500 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA MARIE TEMPLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 LANCASTER BLVD | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $519,828 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKELEYHALLCLUB.COM/CHARITABLE-FO | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $361,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $478,248 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $361,700 | PYTotalRevenueAmt |
| CY Total Revenue | $478,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $472,983 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,292 | PYOtherExpensesAmt |
| CY Other Expenses | $8,355 | CYOtherExpensesAmt |
| PY Total Expenses | $304,292 | PYTotalExpensesAmt |
| CY Total Expenses | $481,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,090 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,869 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,791 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,701 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $474,518 | ExpenseAmt |
| Grant | $472,983 | GrantAmt |
| Desc | IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS. | Desc |
| Total Program Service Expenses | $474,518 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA MARIE TEMPLE | PersonNm |
| Phone | 5713828819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 146 LANCASTER BLVD | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN KOURAKAS | ||||||
| 22/23CHAIRMA | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM HERSHBERGER | ||||||
| 22TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCCARTHY | ||||||
| BH BOARD LAI | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY PITTS | ||||||
| 22SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELANIE VANDERPOOL | ||||||
| 22/23TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JANE MOYER | ||||||
| TRUSTEE/GRAN | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE NAYLOR | ||||||
| 22TREASURER2 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM VIECHNICKI | ||||||
| 22/23TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANE MCAULIFFE | ||||||
| 22TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BROCATO | ||||||
| 23SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA MARIE TEMPLE | ||||||
| 23TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE PIERSON | ||||||
| 23TRUSTEE | Yes (X) | $0 | $0 | $0 | ||
| HENRY MARINI | ||||||
| 23TRUSTEE | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $371,071 | FundraisingAmt |
| All Other Contributions | $107,177 | AllOtherContributionsAmt |
| Total Contributions | $478,248 | TotalContributionsAmt |
| Fundraising Gross Income | $41,580 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $371,071 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,580 | FundraisingDirectExpensesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,248 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,983 | TotalAmt |
| Program Services | $472,983 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,328 | TotalAmt |
| Management And General | $4,328 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646 | TotalAmt |
| Management And General | $646 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BANK & CREDIT CARD FEES | $1,846 | $1,846 | |
| OTHER EVENTS | $1,535 | $1,535 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,338 | TotalAmt |
| Program Services | $474,518 | ProgramServicesAmt |
| Management And General | $6,820 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,438 | BOYAmt |
| EOY | $129,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,438 | BOYAmt |
| EOY | $129,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647 | BOYAmt |
| EOY | $4,369 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647 | BOYAmt |
| EOY | $8,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,791 | BOYAmt |
| EOY | $120,701 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,791 | BOYAmt |
| EOY | $120,701 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,438 | BOYAmt |
| EOY | $129,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,090 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $361,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $478,248 | CurrentTaxYearAmt |
| Total | $955,550 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $232,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,580 | CurrentTaxYearAmt |
| Total | $765,711 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $409,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $519,828 | CurrentTaxYearAmt |
| Total | $1,721,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,721,261 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $409,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $519,828 | CurrentTaxYearAmt |
| Total | $1,721,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHARITY CUP | Event1Nm |
| Gross Receipts Event1 | $379,305 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $338,708 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,597 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $31,300 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,200 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,097 | OtherDirectExpensesEvent1Amt |
| Event2 | LADIES LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $20,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $19,967 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $483 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $483 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,896 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $12,396 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $500 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $500 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $412,651 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $371,071 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,580 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,300 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,183 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,097 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,580 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| BLUFFTON COMMUNITY SOUP KITCHEN | ||||||
| PO BOX 993 | BLUFFTON | SC | 29910 | 823282038 | 501C3 | $25,000 |
| FAMILY PROMISE | ||||||
| 181 BLUFFTON RD BLDG D | BLUFFTON | SC | 29910 | 205647589 | 501C3 | $11,000 |
| BEAUFORT JASPER VIM | ||||||
| PO BOX 2653 | BLUFFTON | SC | 29910 | 320298086 | 501C3 | $25,000 |
| NOC | ||||||
| PO BOX 23558 | HILTON HEAD ISLAND | SC | 29925 | 542083947 | 501C3 | $25,000 |
| LOWCOUNTRY LEGAL VOLUNTEERS | ||||||
| PO BOX 2496 | BLUFFTON | SC | 29910 | 562202319 | 501C3 | $20,000 |
| THE CHILDRENS CENTER | ||||||
| 8 NATURES WAY | HILTON HEAD ISLAND | SC | 29926 | 570485356 | 501C3 | $12,000 |
| DEEP WELL PROJECT | ||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29938 | 570566098 | 501C3 | $16,000 |
| MEALS ON WHEELS | ||||||
| PO BOX 23691 | HILTON HEAD ISLAND | SC | 29925 | 570691109 | 501C3 | $25,000 |
| CAPA | ||||||
| PO BOX 531 | BEAUFORT | SC | 29901 | 570722206 | 501C3 | $15,000 |
| HOSPICE CARE OF THE LOWCOUNTRY | ||||||
| PO BOX 3827 | BLUFFTON | SC | 29910 | 570774530 | 501C3 | $25,000 |
| BOYS & GIRLS CLUB | ||||||
| PO BOX 21909 | HILTON HEAD ISLAND | SC | 29925 | 570811876 | 501C3 | $50,000 |
| BLUFFTON SELF HELP | ||||||
| PO BOX 2420 | BLUFFTON | SC | 29910 | 570862658 | 501C3 | $75,000 |
| SECOND HELPINGS | ||||||
| PO BOX 23621 | HILTON HEAD ISLAND | SC | 299253621 | 570938469 | 501C3 | $22,500 |
| PROGRAMS FOR EXCEPTIONAL PEOPLE | ||||||
| 39 SHERIDAN PARK CIR STE 2 | BLUFFTON | SC | 29910 | 571036680 | 501C3 | $22,500 |
| HOPEFUL HORIZONS | ||||||
| PO BOX 1775 | BEAUFORT | SC | 299011775 | 571063332 | 501C3 | $15,000 |
| MEMORY MATTERS | ||||||
| PO BOX 22330 | HILTON HEAD ISLAND | SC | 29925 | 582291775 | 501C3 | $25,000 |
| VANTAGE POINT FOUNDATION | ||||||
| PO BOX 31224 | CHARLESTON | SC | 294171227 | 813500667 | 501C3 | $14,500 |
| BACKPACK BUDDIES OF BLUFFTON | ||||||
| 35 INDIGO PLANTATION ROAD | OKATIE | SC | 29909 | 270536683 | 501C3 | $18,983 |
| LOWCOUNTRY AUTISM | ||||||
| 135 RUTLEDGE AVE MSC561 | CHARLESTON | SC | 29403 | 260805420 | 501C3 | $15,000 |
| OPERATION PATRIOTS FOB | ||||||
| 198 OKATIE VILLAGE DRIVE | OKATIE | SC | 29909 | 850894599 | 501C3 | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO IMPROVE THE QUALITY OF LIFE OF BLUFFTON, SC COMMUNITY RESIDENTS AND RESIDENTS OF NEIGHBORING BEAUFORT COUNTY, ESPECIALLY THOSE WHO ARE MOST VULNERABLE, PROMOTE PHILANTHROPY, AND ACT AS AN EFFECTIVE STEWARD OF CHARITABLE FUNDS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WILL BE REVIEWED BY THE BOARD AT THE NEXT REGULARY SCHEDULED MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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