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Nonprofit · EIN 57-0956017

BERKELEY ELECTRIC TRUST

Tax-exempt · MONCKS CORNER, SC 29461

Financials

$650K$659K2023$686K$603K2024$698K$556K2025
Revenue Expenses · by fiscal year end
Financials of BERKELEY ELECTRIC TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$697,745$555,760$141,985$305,412$0$305,412
December 31, 2024990$686,161$602,682$83,479$163,427$0$163,427
December 31, 2023990$650,250$658,895-$8,645$79,948$0$79,948
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$697,627
Program service revenue
$0
Investment income
$118
Other revenue
$0

Expenses

Grants and similar amounts paid
$531,229
Compensation of officers, directors and key employees
$18,675
Salaries, compensation and benefits (total)
$18,675
Professional fundraising fees
$0
Program services (functional)
$555,760

Balance sheet and other

Total assets, start of year
$163,427
Total assets, end of year
$305,412
Total liabilities, end of year
$0
Net assets, end of year
$305,412
Net assets without donor restrictions
$305,412
Gross receipts
$697,745
Employees
0
Year formed
1992
State of legal domicile
SC

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SAMUEL BROWNLEETREASURER
Trustee or director, Officer
4$2,250
MAVON JERNIGANTRUSTEE
Trustee or director
2$2,250
WILLIAM JONESTRUSTEE
Trustee or director
2$2,250
BARBARA SINGLETONVICE PRESIDE
Trustee or director, Officer
4$2,250
LATONIA BROTHERSSECRETARY
Trustee or director, Officer
4$2,025
JAMES GRAHAMCHAIRMAN
Trustee or director, Officer
4$1,800
JEFFREY HOMEIERTRUSTEE
Trustee or director
2$1,800
QUEEN WILSONTRUSTEE
Trustee or director
2$1,575
GREGORY GREENETRUSTEE
Trustee or director
2$1,125
ALTON HOODTRUSTEE
Trustee or director
2$900
WILLIAM SMOAKTRUSTEE
Trustee or director
2$450
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
ALTON HOODCHAIRMAN
Trustee or director, Officer
4$2,850
WILLIAM JONESTRUSTEE
Trustee or director
2$2,675
WILLIAM SMOAKTRUSTEE
Trustee or director
2$2,675
BARBARA SINGLETONTRUSTEE
Trustee or director
2$2,500
LATONIA BROTHERSSECRETARY
Trustee or director, Officer
4$2,450
SAMUEL BROWNLEETREASURER
Trustee or director, Officer
4$2,275
JAMES GRAHAMVICE CHAIRMA
Trustee or director, Officer
4$2,275
MAVON JERNIGANTRUSTEE
Trustee or director
2$2,050
QUEEN WILSONTRUSTEE
Trustee or director
2$2,000
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
ALTON HOODCHAIRMAN
Trustee or director, Officer
4$2,100
WILLIAM JONESTRUSTEE
Trustee or director
2$2,100
WILLIAM SMOAKTRUSTEE
Trustee or director
2$2,100
MAVON JERNIGANTRUSTEE
Trustee or director
2$2,100
LATONIA BROTHERSSECRETARY
Trustee or director, Officer
4$1,925
SAMUEL BROWNLEETREASURER
Trustee or director, Officer
2$1,925
BARBARA SINGLETONTRUSTEE
Trustee or director
2$1,925
JAMES GRAHAMVICE CHAIRMA
Trustee or director, Officer
4$1,750
QUEEN WILSONTRUSTEE
Trustee or director
2$1,750

Address and contacts

Address (IRS master file)
PO BOX 1234, MONCKS CORNER, SC 29461-1244
Principal officer (990 for 2025)
JAMES GRAHAM, PO BOX 1234, MONCKS CORNER, SC 29461
Signed the 990
JOEL STEVENS, BERKELEY ECI - CFO
Phone
(843) 761-8200
Return prepared by
MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC

Mission

THE MISSION OF BERKELEY ELECTRIC TRUST IS THE DISBURSEMENT OF OPERATION ROUND-UP FUNDS FOR CHARITABLE PURPOSES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THIS SHALL BE ACCOMPLISHED BY DISBURSEMENT OF FUNDS TO INDIVIDUALS AND ORGANIZATIONS FOR FOOD, SHELTER, CLOTHING, HEALTH NEEDS AND EDUCATION.

990 for the year ended December 31, 2025

Program accomplishments

  • THE PURPOSE OF THE TRUST IS TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSES IN THE SERVICE AREA OF BERKELEY ECI.
    Expenses $555,760 · grants $531,229
  • THE PURPOSE OF THE TRUST IS TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE PURPOSES IN THE SERVICE AREA OF BERKELEY ECI.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
57-0956017
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
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$305,412
Income (IRS master file)
$697,745

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$697,745$555,760$305,412XML
990December 2024$686,161$602,682$163,427IRS
990December 2023$650,250$658,895$79,948XML
990December 2022$601,597$797,542$88,593IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 57-0956017).

Questions about BERKELEY ELECTRIC TRUST

What is the EIN of BERKELEY ELECTRIC TRUST?
The employer identification number (EIN) of BERKELEY ELECTRIC TRUST is 57-0956017.
Is BERKELEY ELECTRIC TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BERKELEY ELECTRIC TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BERKELEY ELECTRIC TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BERKELEY ELECTRIC TRUST 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 ELECTRIC TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of BERKELEY ELECTRIC TRUST?
The 990 for the year ended December 31, 2025 names JAMES GRAHAM.
Who are the officers and directors of BERKELEY ELECTRIC TRUST?
The 990 for the year ended December 31, 2025 lists 11 people; 11 received compensation from the organization, the highest $2,250 (SAMUEL BROWNLEE, TREASURER).
How much revenue does BERKELEY ELECTRIC TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $697,745, expenses of $555,760 and total assets of $305,412 at year end.

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