BEAUFORT MEMORIAL HOSPITAL ENDOWMENT FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEAUFORT MEMORIAL HOSPITAL ENDOWMENT FOUNDATION (EIN 57-0792360)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-12
- IRS object ID
- 201330439349300608
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T09:31:29-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cheryl S Potter CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 Anchorage Drive | AddressLine1 |
| City | Beaufort | City |
| State | SC | State |
| ZIP Code | 29907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570792360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beaufort Memorial Hospital Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAU | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2233 | AddressLine1 |
| City | Beaufort | City |
| State | SC | State |
| ZIP Code | 29901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alice B Moss | Name |
| Title | Executive Direc | Title |
| Phone | 8435225774 | Phone |
| Date Signed | 2013-02-02 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cheryl S Potter | Name |
| Phone | 8439864321 | Phone |
| Date Prepared | 2013-02-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Alice B Moss | NameOfPrincipalOfficerPerson |
| Gross Receipts | 9193373 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.bmhsc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | To provide financial resources to better enable Beaufort Memorial Hospital to serve the current and future health needs of the people of Beaufort County and the surrounding areas as well as to foster health and wellness throughout the community | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 900550 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1584926 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 213601 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1097372 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3598 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35956 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1117749 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2718254 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 981024 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 992353 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 154431 | OtherExpensePriorYear |
| Other Expenses Current Year | 61767 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1135455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1054120 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -17706 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1664134 | RevenuesLessExpensesCY |
| Total Assets BOY | 11247190 | TotalAssetsBOY |
| Total Assets EOY | 12765068 | TotalAssetsEOY |
| Total Liabilities BOY | 800694 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 116139 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10446496 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12648929 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide financial resources to better enable Beaufort Memorial Hospital to serve the current and future health needs of the people of Beaufort County and the surrounding areas as well as to foster health and wellness throughout the community | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 356528 | Expense |
| Grants | 356528 | Grants |
| Description | A payout of 356528 from the Foundations Endowment Fund to Beaufort Memorial Hospital provided unrestricted revenue to assist the hospital in maintaining financial strength while it continues to serve all who need its services | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 624217 | Expense |
| Grants | 572535 | Grants |
| Description | Capital and equipment purchases were underwritten allowing several patient care departments to upgrade or enhance equipment needed to provide superior healthcare to our community | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 63290 | Expense |
| Grants | 63290 | Grants |
| Description | Support for a variety of healthcare and compassionate services geared to community outreach Wellness employee education and assistance uninsured patient support or disease management and research were provided by these funds | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1044035 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Alice B Moss | NamePerson |
| Telephone Number | 8435225774 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2233 | AddressLine1 |
| City | Beaufort | City |
| State | SC | State |
| ZIP Code | 29901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | TitleTitle | OfficerOfficer |
|---|---|---|---|---|---|---|
| Allan S Winneker | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Arthur F Levin | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Audrey Bittner | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Bradford S Collins | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| E Whilden Nettles | ||||||
| 1.00 | X | 0 | 0 | 0 | Chair | X |
| Elizabeth L Malinowski | ||||||
| 1.00 | X | 0 | 0 | 0 | Treasurer | X |
| Gerald Schulze | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Hugh Gouldthorpe | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Marilyn Harcharik | ||||||
| 1.00 | X | 0 | 0 | 0 | Secretary | X |
| Paul Mannheim | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Sherry Hirsch | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Tei Tober | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| Ty Reichel | ||||||
| 1.00 | X | 0 | 0 | 0 | ||
| William B Harvey | ||||||
| 1.00 | X | 0 | 0 | 0 | Vice-Chair | X |
| Alice B Moss | ||||||
| 40.00 | 0 | 119984 | 0 | Executive Director | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 119984 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 232775 | FundraisingEvents |
| All Other Contributions | 1352151 | AllOtherContributions |
| Total Contributions | 1584926 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 258576 | TotalRevenueColumn |
| Related Or Exempt Function Income | 258576 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7251837 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6413041 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 838796 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 838796 | TotalRevenueColumn |
| Related Or Exempt Function Income | 838796 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 98034 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 232775 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 62078 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35956 | TotalRevenueColumn |
| Exclusion | $35,956 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2718254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1097372 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,956 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992353 | Total |
| Program Services | 992353 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4811 | Total |
| Management And General | 4811 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5274 | Total |
| Management And General | 5274 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Bank CC Broker Fees | 13866 | 13866 |
| Doubtful Accounts | 2659 | 2659 |
| Estate Sale Expenses | 35157 | 35157 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1054120 | Total |
| Program Services | 1044035 | ProgramServices |
| Management And General | 10085 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2882049 | BOY |
| EOY | 2842853 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9073 | BOY |
| EOY | 35967 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8329907 | BOY |
| EOY | 9878944 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26161 | BOY |
| EOY | 7304 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11247190 | BOY |
| EOY | 12765068 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777128 | BOY |
| EOY | 59791 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23566 | BOY |
| EOY | 56348 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800694 | BOY |
| EOY | 116139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1894539 | BOY |
| EOY | 3175233 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302370 | BOY |
| EOY | 691247 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8249587 | BOY |
| EOY | 8782449 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10446496 | BOY |
| EOY | 12648929 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11247190 | BOY |
| EOY | 12765068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1664134 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 538299 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 998125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 679119 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 792752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 900550 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1584926 | CurrentTaxYear |
| Total | 4955472 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 448667 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 420502 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 476724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 512755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 563743 | CurrentTaxYear |
| Total | 2422391 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1446792 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1099621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1269476 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1413305 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2148669 | CurrentTaxYear |
| Total | 7377863 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 17147 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7360716 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 367577 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 309714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 215182 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 178754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 258576 | CurrentTaxYear |
| Total | 1329803 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8707666 | TotalSupport |
| Public Support Pertcentage170 | 0.84530 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8249587 | BeginningOfYearBalance |
| Contributions | 261342 | Contributions |
| Investment Earnings Or Losses | 633548 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 362028 | GrantsOrScholarships |
| End Of Year Balance | 8782449 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8697786 | BeginningOfYearBalance |
| Contributions | 32902 | Contributions |
| Investment Earnings Or Losses | -121324 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 357233 | GrantsOrScholarships |
| Administrative Expenses | 2544 | AdministrativeExpenses |
| End Of Year Balance | 8249587 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued Interest Receivable | Description |
| Book Value | 7304 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7304 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Obligations Under Gift Annuiti | Description |
| Amount | $56,348 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 56348 | TotalOfAmounts |
| Total Revenue | 2718254 | TotalRevenue |
| Total Expenses | 1054120 | TotalExpenses |
| Excess Or Deficit For Year | 1664134 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 538299 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 538299 | TotalAdjustments |
| Excess Or Deficit Per FS | 2202433 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3318631 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 538299 | NetUnrealizedGainsInvestments |
| Other Revenues | 62078 | OtherRevenues |
| Revenue Not Rptd F990 | 600377 | RevenueNotRptdF990 |
| Revenue Subtotal | 2718254 | RevenueSubtotal |
| Total Revenue Per Form990 | 2718254 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1116198 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 62078 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 62078 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1054120 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1054120 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Other change in net assets Part XI line 8 | Unrealized Gain on Investments |
| 02 Other revenues non included on Form 990 Part XII line 2d | Direct Fundraising Expenses |
| 03 Other expenses not included on Form 990 Part XIII line 2d | Direct Fundraising Expenses |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Valentine Ba | NameOfEvent1 |
| Gross Receipts Event1 | 277801 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 232776 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 45025 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 40445 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Duke Symphon | NameOfEvent2 |
| Gross Receipts Event2 | 19920 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 19920 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 12077 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 33089 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 33089 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 9556 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 330810 | GrossReceiptsTotal |
| Charitable Contributions Total | 232776 | CharitableContributionsTotal |
| Gross Revenue Total Events | 98034 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 62078 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 62078 | DirectExpenseSummaryEvents |
| Net Income Summary | 35956 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Beaufort Memorial Hospital | |||||||
| 955 Ribaut Road | Beaufort | SC | 29902 | 576000094 | 501 C3 | 356528 | Endowment |
| American Heart Association | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501C3 | 3628 | Gen Support |
| American Cancer Society | |||||||
| PO Box 22718 | Oklahoma City | OK | 73123 | 410724036 | 501C3 | 4317 | Gen Support |
| March of Dimes | |||||||
| 1275 Mamaroneck Avenue | White Plains | NY | 10605 | 131846366 | 501C3 | 4134 | Gen Support |
| NAMI | |||||||
| 20 Palmetto Pkwy | Hilton Head Island | SC | 29926 | 431201653 | 501C3 | 1644 | Gen Support |
| Beaufort Memorial Hospital | |||||||
| 955 Ribaut Road | Beaufort | SC | 29902 | 576000094 | 501 C3 | 622102 | Gen Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring procedures (Part I, line 2) | Identifier |
| Explanation | A-1) Liability accounts for requested project/purpose is established and monitored by the Foundation and A-2) Grant tracking forms, justifying drawdown of the liability account; or B) as authorized by the Board, certain programs use administratively disbursed funds and make periodic reports to the Foundation on program goals and use of funds. This does not apply to annual endowment payouts. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Form 990 governing body review (Part VI, line 11) | Form 990 is either sent to each trustee via email or is made available at meetings of Foundation trustees |
| 02. Conflict of interest policy compliance (Part VI, line 12c) | Conflict of Interest forms are updated annually In compliance with COI policy any proposed transaction that may represent a real or perceived conflict with an officer or board member is assessed and other options considered by the Board or Executive Committee with the interested member not in attendance |
| 03. CEO, executive director, top management comp (Part VI, line 15a) | Beaufort Memorial Hospital participates in several salary surveys on an annual basis and compares average pay rates by position to the average market rates in the surveys Market adjustments are determined and implemented based on this information |
| 04. Other officer or key employee compensation (Part VI, line 15b | Beaufort Memorial Hospital participates in several salary surveys on an annual basis and compares average pay rates by position to the average market rates in the surveys Market adjustments are determined and implemented based on this information |
| 05. Governing documents, etc, available to public (Part VI, line 19) | The organization makes its governing documents conflict of interest policy and financial statements available to the public upon request |
| 06. Explanation of other changes in net assets or fund balances (Part XI, line 5) | Net Unrealized Gain on Investments |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beaufort Memorial Hospital | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 Ribaut Road | AddressLine1 |
| City | Beaufort | City |
| State | SC | State |
| ZIP Code | 29902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576000094 | EIN |
| Primary Activities | Hospital | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |