The Berkeley Hall Charitable Foundation
Nonprofit profile at a glance
- EIN
- 464739893
- IRS 990-EZ coverage
- 2014–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025
- Location
- Bluffton, SC, USA
- Phone
- 5713828819
- Rating confidence
- Limited
- Sector
- Private Independent Foundations
Reported finances
- Expenses
- $744
- Assets
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
People named in this filing
- LISA MARIE TEMPLE (2025 CHAIRMA)
- MICHAEL BROCATO (25TRUSTEE)
- SUSAN BASILE (25SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 11
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: 0; rating input score 16; 16th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 51; 51st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 6.3% per year; rating input score 100; 77th percentile among comparable filings
- Asset growth: 4.7% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 1 of 1 current checks pass
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 16/100.
- Review — Sustainability: Officer compensation ratio scored 51/100.