Nonprofit · EIN 46-4739893
BERKELEY HALL CHARITABLE FOUNDATION
Tax-exempt · BLUFFTON, SC 29909
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | – | $744 | – | $0 | – | $0 |
| December 31, 2024 | 990 | $55,050 | $64,748 | -$9,698 | $100,024 | $6,923 | $93,101 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $744
Balance sheet and other
- Total assets, start of year
- $100,024
- Total assets, end of year
- $0
- Total liabilities, end of year
- –
- Net assets, end of year
- $0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA MARIE TEMPLE | 2025 CHAIRMA | 5 | $0 |
| MICHAEL BROCATO | 25TRUSTEE | 2 | $0 |
| SUSAN BASILE | 25SECRETARY | 3 | $0 |
| LIZ HENDON | 25TRUSTEE | 2 | $0 |
| LINDA PITTS | 25TRUSTEE/GR | 2 | $0 |
| LORAN STREIT | 25TREASURER | 5 | $0 |
| MIKE BROCATO | 2026 CHAIRMA | 5 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA MARIE TEMPLE | 24/25CHAIRMA Trustee or director, Officer | 5 | $0 |
| WILLIAM VIECHNICKI | 24TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL BROCATO | 24/25TRUSTEE Trustee or director | 3 | $0 |
| DAVID PIERSON | 24TRUSTEE Trustee or director | 2 | $0 |
| HENRY MARINI | 24BOARDLIASO Trustee or director | 2 | $0 |
| SUSAN BASILE | 24/25SECRETA Trustee or director, Officer | 3 | $0 |
| LIZ HENDON | 24/25TRUSTEE Trustee or director | 3 | $0 |
| LINDA PITTS | 24/25TRUS/GR Trustee or director | 3 | $0 |
| LORAN STREIT | 24/25TREASUR Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 366 GOOD HOPE RD, BLUFFTON, SC 29909-3107
- In care of
- % ADRIAN J MORRIS
- Signed the 990-EZ
- MIKE BROCATO, 2026 CHAIRMAN
- Phone
- (571) 382-8819
- Return prepared by
- JUNECPA
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 accomplishments
- 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.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4739893
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | – | $744 | $0 | XML |
| 990 | December 2024 | $55,050 | $64,748 | $100,024 | IRS |
| 990 | December 2023 | $469,640 | $487,542 | $112,573 | IRS |
| 990 | December 2022 | $478,248 | $481,338 | $129,570 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4739893).
Questions about BERKELEY HALL CHARITABLE FOUNDATION
- What is the EIN of BERKELEY HALL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BERKELEY HALL CHARITABLE FOUNDATION is 46-4739893.
- Is BERKELEY HALL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BERKELEY HALL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY HALL CHARITABLE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BERKELEY HALL CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERKELEY HALL CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of BERKELEY HALL CHARITABLE FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
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