BERKELEY HALL CHARITABLE FOUNDATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BERKELEY HALL CHARITABLE FOUNDATION (EIN 46-4739893)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-11
IRS object ID: 201711319349201841
Schema version: 2016v3.0
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
Form 990-EZ
Schedule A
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-11T13:49:10-04:00	ReturnTs
Tax Period End	2016-12-31	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	JUNE & ASSOCIATES CPA'S	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	22 BOW CIRCLE SUITE E	AddressLine1Txt
City	HILTON HEAD ISLAND	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29928	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2016-01-01	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

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	LARRY PITTS	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2017-05-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARK N JUNE CPA	PreparerPersonNm
PTIN	P00630869	PTIN
Phone	8438426500	PhoneNum
Preparation	2017-05-10	PreparationDt

Filing Security Information FilingSecurityInformation

Field	Value	IRS element (for citing)
At Submission Creation Device Id	67230CC400BB23F1FE92A45E7CEEFAE9C7197272	AtSubmissionCreationDeviceId
At Submission Filing Device Id	ECF34E61ADA97FB7DF669F2B8381B3AAA1AA56EB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	WWW.BERKELEYHALLCLUB.COM/CHARITYFUND.P	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$166,527	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$9,648	ContributionsGiftsGrantsEtcAmt
Fundraising Gross Income	$156,879	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$10,007	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$146,872	SpecialEventsNetIncomeLossAmt
Total Revenue	$156,520	TotalRevenueAmt
Grants And Similar Amounts Paid	$151,960	GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct	$50	FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total	$2,528	OtherExpensesTotalAmt
Total Expenses	$154,538	TotalExpensesAmt
Excess Or Deficit For Year	$1,982	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$71,955	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$73,937	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$71,955	BOYAmt
EOY	$73,937	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$71,955	BOYAmt
EOY	$73,937	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$71,955	BOYAmt
EOY	$73,937	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	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.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	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.	DescriptionProgramSrvcAccomTxt
Grants And Allocations	$151,960	GrantsAndAllocationsAmt
Program Service Expenses	$153,987	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$153,987	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
WILLIAM REDDERSEN
CHAIR EMERIT	3.00	$0
DON RYDER
VICE CHAIRPE	3.00	$0
PATRICIA JACKSON VALENTINO
GRANTS CHAIR	3.00	$0
F JAMES MCCARL
CHAIRMAN	1.00	$0
RANDY WRIGHT
BOARD MEMBER	3.00	$0
LARRY PITTS
TREASURER	3.00	$0
PAULETTE MAEHARA
BOARD MEMBER	000.00	$0
MARYLOU BACIK
BOARD MEMBER	000.00	$0
RICHARD FORDE
BOARD LIASON	000.00	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	false	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	false	OrganizationHadUBIInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Form1120 Pol Filed	false	Form1120PolFiledInd
Made Loans To From Officers	false	MadeLoansToFromOfficersInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM REDDERSON	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8 ARCADIA PLACE	AddressLine1Txt
City	BLUFFTON	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29909	ZIPCd

Field	Value	IRS element (for citing)
Phone	8436819446	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	false	ForeignFinancialAccountInd
Foreign Office	false	ForeignOfficeInd
Donor Advised Fnds	false	DonorAdvisedFndsInd
Operate Hospital	false	OperateHospitalInd
Tanning Services Provided	false	TanningServicesProvidedInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
School Operating	false	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (true)	FiledScheduleAInd

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 Minus2 Years	$16,063	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$82,832	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,648	CurrentTaxYearAmt
Total	$108,543	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$122,589	CurrentTaxYearMinus1YearAmt
Current Tax Year	$156,879	CurrentTaxYearAmt
Total	$279,468	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$16,063	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$205,421	CurrentTaxYearMinus1YearAmt
Current Tax Year	$166,527	CurrentTaxYearAmt
Total	$388,011	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$388,011	PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$16,063	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$205,421	CurrentTaxYearMinus1YearAmt
Current Tax Year	$166,527	CurrentTaxYearAmt
Total	$388,011	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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CHARITY CUP	Event1Nm
Gross Receipts Event1	$156,879	GrossReceiptsEvent1Amt
Gross Revenue Event1	$156,879	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$10,007	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$156,879	GrossReceiptsTotalAmt
Gross Revenue Total Events	$156,879	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$10,007	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$10,007	DirectExpenseSummaryEventsAmt
Net Income Summary	$146,872	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10	HOSPICE CARE OF THE LOWCOUNTRY PO BOX 3827 BLUFFTON, SC 29910 6,160 0 0 THE LITERACY CENTER PO BOX 3727 BLUFFTON, SC 29910 10,000 0 0 NOC PO BOX 23558 HILTON HEAD ISLAND, SC 29925 12,500 0 0 BEAUFORT JASPER VIM PO BOX 2653 BLUFFTON, SC 29910 10,000 0 0 CAPA PO BOX 531 BEAUFORT, SC 29901 6,000 0 0 MEMORY MATTERS PO BOX 22330 HILTON HEAD ISLAND, SC 29925 10,000 0 0 LOWCOUNTRY LEGAL VOLUNTEERS PO BOX 2496 BLUFFTON, SC 29910 10,000 0 0 THE CHILDRENS CENTER 8 NATURES WAY HILTON HEAD ISLAND, SC 29926 10,000 0 0 DEEP WELL PO BOX 5543 HILTON HEAD ISLAND, SC 29938 10,000 0 0 BOYS & GIRLS CLUB PO BOX 21909 HILTON HEAD ISLAND, SC 29925 7,500 0 0 CROSSROADS COMMUNITY SUPPORT SERVIC 8,300 0 0 HOPE HAVEN OF THE LOWCOUNTRY 20,000 0 0 PROGRAMS FOR EXCEPTIONAL PEOPLE 8,750 0 0
FORM 990-EZ, PART I, LINE 16	EXPENSES OFFICE EXPENSES 501 SOCIAL EXPENSES 1,777 DONATIONS 250 TOTAL 2,528
FORM 990-EZ, PART I, LINE 20	FUNDRAISING APPEAL 0
FORM 990-EZ, PART III	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-EZ, PART III, LINE 28	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.

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