BERKELEY HALL CHARITABLE FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BERKELEY HALL CHARITABLE FOUNDATION (EIN 46-4739893)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-07
IRS object ID
201830979349300003
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-04-07T10:05:50-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204046229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNECPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 MAIN STREETAddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29926ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464739893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BERKELEY HALL CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERKBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1366 GOOD HOPE ROADAddressLine1Txt
CityBLUFFTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY PITTSPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2018-03-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK N JUNE CPAPreparerPersonNm
PTINP00630869PTIN
Phone8438426500PhoneNum
Preparation2018-03-23PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerF JAMES MCCARLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 LAUREL SPRING ROADAddressLine1Txt
CityBLUFFTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$211,555GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BERKELEYHALLCLUB.COM/CHARITYFUND.PWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Activity Or MissionTO 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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$22,235CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$171,667CYOtherRevenueAmt
CY Total Revenue$193,902CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$205,932CYOtherExpensesAmt
CY Total Expenses$205,932CYTotalExpensesAmt
CY Revenues Less Expenses-$12,030CYRevenuesLessExpensesAmt
Total Assets BOY$73,937TotalAssetsBOYAmt
Total Assets EOY$61,907TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$73,937NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$61,907NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$203,954ExpenseAmt
DescIMPROVE 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$203,954TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonF JAMES MCCARLPersonNm
Phone4122981435PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 LAUREL SPRING ROADAddressLine1Txt
CityBLUFFTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM REDDERSEN
CHAIR EMERIT5.00Yes (X)Yes (X)$0$0$0
DON RYDER
VICE CHAIRPE2.00Yes (X)Yes (X)$0$0$0
PATRICIA JACKSON VALENTINO
GRANTS CHAIR5.00Yes (X)Yes (X)$0$0$0
F JAMES MCCARL
CHAIRMAN5.00Yes (X)$0$0$0
RANDY WRIGHT
BOARD MEMBER3.00Yes (X)$0$0$0
LARRY PITTS
TREASURER4.00Yes (X)Yes (X)$0$0$0
PAULETTE MAEHARA
BOARD MEMBER2.00Yes (X)$0$0$0
MARYLOU BACIK
BOARD MEMBER3.00Yes (X)$0$0$0
RICHARD FORDE
BOARD LIASON1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$22,235FederatedCampaignsAmt
Total Contributions$22,235TotalContributionsAmt
Fundraising Gross Income$189,320FundraisingGrossIncomeAmt
Fundraising Direct Expenses$17,653FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$171,667TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$193,902TotalRevenueColumnAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$563TotalAmt
Management And General$563ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,415TotalAmt
Management And General$1,415ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DONATIONS$202,195$202,195
ANNUAL APPEAL EXPENSES$1,759$1,759

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$205,932TotalAmt
Program Services$203,954ProgramServicesAmt
Management And General$1,978ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$73,937BOYAmt
EOY$61,907EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,937BOYAmt
EOY$61,907EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,937BOYAmt
EOY$61,907EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,937BOYAmt
EOY$61,907EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,937BOYAmt
EOY$61,907EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$12,030ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,832CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,648CurrentTaxYearMinus1YearAmt
Current Tax Year$22,235CurrentTaxYearAmt
Total$130,778TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$122,589CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$156,879CurrentTaxYearMinus1YearAmt
Current Tax Year$189,320CurrentTaxYearAmt
Total$468,788TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$166,527CurrentTaxYearMinus1YearAmt
Current Tax Year$211,555CurrentTaxYearAmt
Total$599,566TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$599,566PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$166,527CurrentTaxYearMinus1YearAmt
Current Tax Year$211,555CurrentTaxYearAmt
Total$599,566TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CHARITY CUPEvent1Nm
Gross Receipts Event1$189,320GrossReceiptsEvent1Amt
Gross Revenue Event1$189,320GrossRevenueEvent1Amt
Other Direct Expenses Event1$17,653OtherDirectExpensesEvent1Amt
Gross Receipts Total$189,320GrossReceiptsTotalAmt
Gross Revenue Total Events$189,320GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$17,653OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,653DirectExpenseSummaryEventsAmt
Net Income Summary$171,667NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO 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 11BTHE RETURN WILL BE REVIEWED BY THE BOARD AT THE NEXT REGULARY SCHEDULED MEETING.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9FUNDRAISING APPEAL 0

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