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← BERKELEY HALL CHARITABLE FOUNDATION

Form 990 for tax year 2024

Filed by BERKELEY HALL CHARITABLE FOUNDATION.

Totals

Total revenue
$55,050
Total expenses
$64,748
Contributions and grants received
$50,600
Grants paid
$50,500
Program service revenue
$4,450
Investment income
$0
Other revenue
$0
Total assets, end of year
$100,024
Total liabilities, end of year
$6,923
Net assets or fund balances, end of year
$93,101
Program services expenses (Part IX)
$60,967
Management and general expenses
$3,781
Fundraising expenses
$0
Program service expenses (Part III)
$60,967

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $50,600

  • 2a · Program service revenue: CHARITY CUP

    total $4,450 · related or exempt $4,450

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,500 · program services $50,500

  • 11b · Fees: legal

    total $2,799 · management and general $2,799

  • 13 · Office expenses

    total $99 · management and general $99

  • 24a · Other expenses: OTHER CONTRIBUTIONS

    total $5,220 · program services $5,220

  • 24b · Other expenses: OTHER EVENTS

    total $2,789 · program services $2,789

  • 24c · Other expenses: MISCELLANEOUS

    total $2,458 · program services $2,458

  • 24d · Other expenses: BANK & CREDIT CARD FEES

    total $883 · management and general $883

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,303 · end of year $18,486

  • 3 · Pledges and grants receivable

    beginning of year $3,120 · end of year $3,120

  • 4 · Accounts receivable

    beginning of year $5,150 · end of year $5,150

  • 15 · Other assets

    end of year $73,268

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,274 · end of year $2,423

  • 19 · Deferred revenue

    beginning of year $4,500 · end of year $4,500

  • 27 · Net assets without donor restrictions

    beginning of year $102,799 · end of year $93,101

Mission and programs · 2024

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.

  • 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.

    Expenses $60,967 · Grants $50,500 · Revenue $4,450

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lisa Marie Temple

    24/25CHAIRMA

    Total calculated
    $0
    Hours/week
    5

  • William Viechnicki

    24TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michael Brocato

    24/25TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • David Pierson

    24TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Henry Marini

    24BOARDLIASO

    Total calculated
    $0
    Hours/week
    2

  • Susan Basile

    24/25SECRETA

    Total calculated
    $0
    Hours/week
    3

  • Liz Hendon

    24/25TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Linda Pitts

    24/25TRUS/GR

    Total calculated
    $0
    Hours/week
    3

  • Loran Streit

    24/25TREASUR

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2025
IRS schema version
2024v5.0
Source object
202501339349307505

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