BERKELEY HALL CHARITABLE FOUNDATION: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY HALL CHARITABLE FOUNDATION (EIN 46-4739893)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-14
- IRS object ID
- 202602269349200740
- Schema version
- 2025v4.0
- 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 | 2026-08-14T13:54:32-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | MIKE BROCATO | PersonNm |
| Person Title | 2026 CHAIRMAN | PersonTitleTxt |
| Phone | 8435053851 | PhoneNum |
| Signature | 2026-08-06 | 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 | 2026-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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/CHARITABLE-FO | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Other Expenses Total | $744 | OtherExpensesTotalAmt |
| Total Expenses | $744 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$744 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $93,101 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$92,357 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,486 | BOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,538 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,024 | BOYAmt |
| EOY | $0 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,923 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,101 | BOYAmt |
| EOY | $0 | 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 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LISA MARIE TEMPLE | ||
| 2025 CHAIRMA | 5.00 | $0 |
| MICHAEL BROCATO | ||
| 25TRUSTEE | 2.00 | $0 |
| SUSAN BASILE | ||
| 25SECRETARY | 3.00 | $0 |
| LIZ HENDON | ||
| 25TRUSTEE | 2.00 | $0 |
| LINDA PITTS | ||
| 25TRUSTEE/GR | 2.00 | $0 |
| LORAN STREIT | ||
| 25TREASURER | 5.00 | $0 |
| MIKE BROCATO | ||
| 2026 CHAIRMA | 5.00 | $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 | Yes (true) | 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 | LORAN STREIT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 GOOD HOPE RD | AddressLine1Txt |
| City | BLUFFTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5713828819 | 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 Minus4 Years | $361,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $469,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,600 | CurrentTaxYearMinus1YearAmt |
| Total | $1,360,188 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,450 | CurrentTaxYearMinus1YearAmt |
| Total | $141,066 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $519,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,050 | CurrentTaxYearMinus1YearAmt |
| Total | $1,501,254 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,501,254 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $519,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,050 | CurrentTaxYearMinus1YearAmt |
| Total | $1,501,254 | 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 N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (2 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF LOWCOUNTRY | |||||||||
| REMAINING CASH IN BANK | 2025-04-30 | $17,742 | CASH | 570756987 | 4 NORTHRIDGE DRIVE SUITE A | HILTON HEAD ISLAND | SC | 29926 | 501(C)(3) |
| COMMUNITY FOUNDATION OF LOWCOUNTRY | |||||||||
| AGENCY FUNDS AT CFL | 2025-04-30 | $73,268 | CASH | 570756987 | 4 NORTHRIDGE DRIVE SUITE A | HILTON HEAD ISLAND | SC | 29926 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INFORMATION TECHNOLOGY 744 TOTAL 744 |
| FORM 990-EZ, PART I, LINE 20 | CASH TRANSFERRED TO CFL -17,742 ENDOWMENT TO CFL -73,268 A/R NEVER RECEIVED -1,347 |
| FORM 990-EZ, PART II, LINE 24 | PLEDGES RECEIVABLE 3,120 0 ACCOUNTS RECEIVABLE 5,150 0 FUNDS AT CFLC 73,268 0 TOTAL 81,538 0 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,423 0 DEFERRED REVENUE 4,500 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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