Civic Intelligence

Berkeley Hall Charitable Foundation

EIN 46-4739893 • 501(c)3 • Bluffton, SC

Pub. 78 Eligible

Profile

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.

366 Good Hope RoadBluffton, SC 29909

www.berkeleyhallclub.com/CHARITYFUND.P

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-18%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-88%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$100,024

Down $12,549 (-11%) from 2023

Liabilities

Down

$6,923

Down $2,851 (-29%) from 2023

Net Assets

Down

$93,101

Down $9,698 (-9.4%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin25th percentile

Revenue

Down

$55,050

Down $414,590 (-88%) from 2023

Expenses

Down

$64,748

Down $422,794 (-87%) from 2023

Net Income

Up

-$9,698

Up $8,204 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$100,024
Liabilities$6,923
Net Assets$93,101
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest 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

Highlighted filing

2024

Revenue$55,050
Expenses$64,748
Net Income-$9,698
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,024
Liabilities
$6,923
Net assets
$93,101
Revenue
$55,050
Expenses
$64,748
Net income
-$9,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.93$0.55$0.65$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.10$1.03$4.70$4.88$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.09$1.21$4.78$4.81$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.24$3.62$3.04$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$2.60$2.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.61$2.55$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.24$2.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.94$2.06$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.57$1.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.95$1.39$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$55,050
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,303$18,486▼ $85,817
Accounts Receivable$5,150$5,150→ $0
Pledges and Grants Receivable$3,120$3,120→ $0
Total Assets$112,573$100,024▼ $12,549
Other Assets Total-$73,268-
Liabilities
Deferred Revenue$4,500$4,500→ $0
Accounts Payable and Accrued Expenses$5,274$2,423▼ $2,851
Total Liabilities$9,774$6,923▼ $2,851
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$102,799$93,101▼ $9,698
Total Net Assets Fund Balance$102,799$93,101▼ $9,698
Total Liabilities and Net Assets / Fund Balance$112,573$100,024▼ $12,549

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$73,268--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Lisa Marie Temple24/25chairma
Liz Hendon24/25trustee
Michael Brocato24/25trustee
Henry Marini24boardliaso
David Pierson24trustee
William Viechnicki24trustee
Susan Basile24/25secreta
Loran Streit24/25treasur
Linda Pitts24/25trus/gr
Revenue and Support

Revenue Composition

Contributions and Grants
$50,600
Program Service Revenue
$4,450
Investment Income
$0
Other Revenue
$0
All Other Contributions
$50,600
Change in Net Assets
$-9,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,500
Other Expenses$14,248
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,500--$50,500
Fees for Services Legal-$2,799-$2,799
Other Expenses$2,458$883-$883
Office Expenses-$99-$99
Total Functional Expenses$60,967$3,781$0$64,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of the LcHilton Head Island, SC501c3-$50,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return will be reviewed by the board at the next regulary scheduled meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Berkeley Hall Charitable
EIN
46-4739893
Phone
5713828819
Address
366 GOOD HOPE ROAD, BLUFFTON, SC 29909

Signing Officer

Name
Lisa Marie Temple
Title
24/25chairman
Phone
8435053851
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marie Temple
Formed
2013
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
35

Preparer

Firm
Junecpa
Address
99 MAIN STREET, HILTON HEAD ISLAND, SC 29926
Preparer
Mark N June CPA
Phone
8438426500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF THE LC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN WILL BE REVIEWED BY THE BOARD AT THE NEXT REGULARY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARIE TEMPLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt024/25CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08435053851
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERKELEY HALL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0464739893
ReturnHeader/Filer/PhoneNum05713828819
ReturnHeader/Filer/USAddress/AddressLine1Txt0366 GOOD HOPE ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNECPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029926
ReturnHeader/PreparerPersonGrp/PhoneNum08438426500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK N JUNE CPA
ReturnHeader/ReturnTs02025-05-13T16:03:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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