Civic Intelligence

Berkeley Hall Charitable Foundation

990EZ • Fiscal year 2014 • EIN 46-4739893

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

366 Good Hope RoadBluffton, SC 29909

(843) 681-9446

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$16,063

No earlier filing loaded for comparison.

Net Assets

$16,063

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2014: $16,063Net Assets 2014: $16,0632014Assets 2015: $71,955Liabilities 2015: $0Net Assets 2015: $71,9552015Assets 2016: $73,937Net Assets 2016: $73,9372016Assets 2017: $61,907Liabilities 2017: $0Net Assets 2017: $61,9072017Assets 2018: $41,521Liabilities 2018: $0Net Assets 2018: $41,5212018Assets 2019: $47,662Liabilities 2019: $0Net Assets 2019: $47,6622019Assets 2020: $66,383Liabilities 2020: $0Net Assets 2020: $66,3832020Assets 2021: $124,438Liabilities 2021: $647Net Assets 2021: $123,7912021Assets 2022: $129,570Liabilities 2022: $8,869Net Assets 2022: $120,7012022Assets 2023: $112,573Liabilities 2023: $9,774Net Assets 2023: $102,7992023Assets 2024: $100,024Liabilities 2024: $6,923Net Assets 2024: $93,1012024

Highlighted filing

2014

Assets$16,063
Liabilities-
Net Assets$16,063

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $194,560Expenses 2015: $138,668Net Income 2015: $55,8922015Revenue 2016: $156,520Expenses 2016: $154,538Net Income 2016: $1,9822016Revenue 2017: $193,902Expenses 2017: $205,932Net Income 2017: -$12,0302017Revenue 2018: $224,029Expenses 2018: $244,329Net Income 2018: -$20,3002018Revenue 2019: $261,361Expenses 2019: $255,421Net Income 2019: $5,9402019Revenue 2020: $259,524Expenses 2020: $238,303Net Income 2020: $21,2212020Revenue 2021: $361,700Expenses 2021: $304,292Net Income 2021: $57,4082021Revenue 2022: $478,248Expenses 2022: $481,338Net Income 2022: -$3,0902022Revenue 2023: $469,640Expenses 2023: $487,542Net Income 2023: -$17,9022023Revenue 2024: $55,050Expenses 2024: $64,748Net Income 2024: -$9,6982024

Latest loaded filing

2024

Revenue$55,050
Expenses$64,748
Net Income-$9,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Mission and Program Overview

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.

Program Services

DescriptionGrantsExpenses
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM REDDERSENChairperson-$0--
DON RYDERVice Chairpe-$0--
PATRICIA JACKSON VALENTINOGrants Chair-$0--
MARGARET W NORRISTrustee-$0--
FOSTER J MCCARLTrustee-$0--
ERNEST L BUSHTrustee-$0--
RANDY WRIGHTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Berkeley Hall Charitable Founda
EIN
46-4739893
Address
366 GOOD HOPE ROAD, BLUFFTON, SC 29909

Signing Officer

Name
William Reddersen
Title
Chairperson
Signed
2015-08-03

Preparer

Firm
Wade & Associates LLC
Address
3600 MAIN ST BLDG 300, HILTON HEAD ISLAND, SC 29926-1665
Preparer
W Mitchell Wade CPA
Phone
8436819446
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

Fundraising appeal 16,063

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.

Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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