BERKELEY HALL CHARITABLE FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BERKELEY HALL CHARITABLE FOUNDATION (EIN 46-4739893)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201631339349303703
Schema version
2015v2.1
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)
Return2016-05-12T12:51:46-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202110804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WADE & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13600 MAIN ST BLDG 300AddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP299261665ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464739893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BERKELEY HALL CHARITABLE FOUNDABusinessNameLine1Txt
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
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW MITCHELL WADE CPAPreparerPersonNm
PTINP00535991PTIN
Phone8436819446PhoneNum
Preparation2016-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM REDDERSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 ARCADIA PLACEAddressLine1Txt
CityBLUFFTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$205,421GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$16,063PYContributionsGrantsAmt
CY Contributions Grants$82,832CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$111,728CYOtherRevenueAmt
PY Total Revenue$16,063PYTotalRevenueAmt
CY Total Revenue$194,560CYTotalRevenueAmt
CY Grants And Similar Paid$136,193CYGrantsAndSimilarPaidAmt
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$2,475CYOtherExpensesAmt
CY Total Expenses$138,668CYTotalExpensesAmt
PY Revenues Less Expenses$16,063PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$55,892CYRevenuesLessExpensesAmt
Total Assets BOY$16,063TotalAssetsBOYAmt
Total Assets EOY$71,955TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,063NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$71,955NetAssetsOrFundBalancesEOYAmt
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$136,193ExpenseAmt
Grant$136,193GrantAmt
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$136,193TotalProgramServiceExpensesAmt
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 OrganizationsYes (true)GrantsToOrganizationsInd
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 CommitteesfalseMinutesOfCommitteesInd
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)
PersonWILLIAM REDDERSONPersonNm
Phone8436819446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 ARCADIA PLACEAddressLine1Txt
CityBLUFFTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM REDDERSEN
CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
DON RYDER
VICE CHAIRPE2.00Yes (X)Yes (X)$0$0$0
PATRICIA JACKSON VALENTINO
GRANTS CHAIR2.00Yes (X)Yes (X)$0$0$0
MARGARET W NORRIS
TRUSTEE2.00Yes (X)$0$0$0
F JAMES MCCARL
TRUSTEE2.00Yes (X)$0$0$0
ERNEST L BUSH
TRUSTEE2.00Yes (X)$0$0$0
RANDY WRIGHT
TRUSTEE2.00Yes (X)$0$0$0
LARRY PITTS
TREASURER2.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$82,832FederatedCampaignsAmt
Total Contributions$82,832TotalContributionsAmt
Fundraising Gross Income$122,589FundraisingGrossIncomeAmt
Fundraising Direct Expenses$10,861FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,728TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$194,560TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$136,193TotalAmt
Program Services$136,193ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,729TotalAmt
Management And General$1,729ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$746TotalAmt
Management And General$746ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$138,668TotalAmt
Program Services$136,193ProgramServicesAmt
Management And General$2,475ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,063BOYAmt
EOY$71,955EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,063BOYAmt
EOY$71,955EOYAmt

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$16,063BOYAmt
EOY$71,955EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,063BOYAmt
EOY$71,955EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,063BOYAmt
EOY$71,955EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$55,892ReconcilationRevenueExpnssAmt
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 Minus1 Year$16,063CurrentTaxYearMinus1YearAmt
Current Tax Year$82,832CurrentTaxYearAmt
Total$98,895TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$122,589CurrentTaxYearAmt
Total$122,589TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$16,063CurrentTaxYearMinus1YearAmt
Current Tax Year$205,421CurrentTaxYearAmt
Total$221,484TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$221,484PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$16,063CurrentTaxYearMinus1YearAmt
Current Tax Year$205,421CurrentTaxYearAmt
Total$221,484TotalAmt
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$122,589GrossReceiptsEvent1Amt
Gross Revenue Event1$122,589GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,596RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$2,265OtherDirectExpensesEvent1Amt
Gross Receipts Total$122,589GrossReceiptsTotalAmt
Gross Revenue Total Events$122,589GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,596RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$2,265OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,861DirectExpenseSummaryEventsAmt
Net Income Summary$111,728NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmt
HOSPICE CARE OF THE LOWCOUNTRY
PO BOX 3827BLUFFTONSC29910570774530$7,500
THE LITERACY CENTER
PO BOX 3727BLUFFTONSC29910570727844$10,000
NOC
PO BOX 23558HILTON HEAD ISLANDSC29925542083947$10,000
BEAUFORT JASPER VIM
PO BOX 2653BLUFFTONSC29910320298086$10,000
CAPA
PO BOX 531BEAUFORTSC29901570722206$5,761
BACKPACK BUDDIES OF BLUFFTON
PO BOX 3525BLUFFTONSC29910270536683$5,250
CODA
PO BOX 1775BEAUFORTSC29901570814522$10,000
MEMORY MATTERS
PO BOX 22330HILTON HEAD ISLANDSC29925582291775$10,000
LOWCOUNTRY LEGAL VOLUNTEERS
PO BOX 2496BLUFFTONSC29910562202319$10,000
THE CHILDRENS CENTER
8 NATURES WAYHILTON HEAD ISLANDSC29926570485356$10,000
BLUFFTON SELF HELP
PO BOX 2420BLUFFTONSC29910570862658$10,000
DEEP WELL
PO BOX 5543HILTON HEAD ISLANDSC29938570566098$9,298
BOYS & GIRLS CLUB
PO BOX 21909HILTON HEAD ISLANDSC29925570811876$15,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 8BTHE GRANTS COMMITTEE KEEPS AND PUBLISHES MEETING NOTES
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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