Civic Intelligence

Trust U/A Dated May 6 1940 F/B/O Brookgreen Gardens

EIN 13-6034481 • 501(c)3 • Chicago, IL

Pub. 78 Eligible

Profile

Supports the aim and mission of Brookgreen Gardens, Pawleys Island, SC

10 S Dearborn Il1-0111Chicago, IL 60603

n/a

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

59th percentile

9.2%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

45th percentile

$35,004

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,815,362

Up $22,685 (+0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,815,362

Up $22,685 (+0.8%) from 2024

Revenue

Up

$247,188

Up $60,655 (+33%) from 2024

Expenses

Up

$224,502

Up $429 (+0.2%) from 2024

Net Income

Up

$22,686

Up $60,226 (+160%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,662,784Liabilities 2011: $0Net Assets 2011: $2,662,7842011Assets 2012: $2,642,761Liabilities 2012: $0Net Assets 2012: $2,642,7612012Assets 2013: $2,648,932Liabilities 2013: $0Net Assets 2013: $2,648,9322013Assets 2014: $2,629,948Liabilities 2014: $0Net Assets 2014: $2,629,9482014Assets 2015: $2,658,047Liabilities 2015: $0Net Assets 2015: $2,658,0472015Assets 2016: $2,663,735Liabilities 2016: $0Net Assets 2016: $2,663,7352016Assets 2017: $2,634,118Liabilities 2017: $0Net Assets 2017: $2,634,1182017Assets 2018: $2,884,296Liabilities 2018: $0Net Assets 2018: $2,884,2962018Assets 2019: $2,843,902Liabilities 2019: $0Net Assets 2019: $2,843,9022019Assets 2020: $2,834,773Liabilities 2020: $0Net Assets 2020: $2,834,7732020Assets 2021: $2,852,018Liabilities 2021: $0Net Assets 2021: $2,852,0182021Assets 2022: $2,843,900Liabilities 2022: $0Net Assets 2022: $2,843,9002022Assets 2023: $2,830,222Liabilities 2023: $0Net Assets 2023: $2,830,2222023Assets 2024: $2,792,677Liabilities 2024: $0Net Assets 2024: $2,792,6772024Assets 2025: $2,815,362Liabilities 2025: $0Net Assets 2025: $2,815,3622025

Highlighted filing

2025

Assets$2,815,362
Liabilities$0
Net Assets$2,815,362

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $107,374Expenses 2011: $168,646Net Income 2011: -$61,2722011Revenue 2012: $149,112Expenses 2012: $168,605Net Income 2012: -$19,4932012Revenue 2013: $176,047Expenses 2013: $170,824Net Income 2013: $5,2232013Revenue 2014: $157,475Expenses 2014: $174,955Net Income 2014: -$17,4802014Revenue 2015: $210,317Expenses 2015: $182,218Net Income 2015: $28,0992015Revenue 2016: $191,152Expenses 2016: $185,462Net Income 2016: $5,6902016Revenue 2017: $154,632Expenses 2017: $184,251Net Income 2017: -$29,6192017Revenue 2018: $436,219Expenses 2018: $186,041Net Income 2018: $250,1782018Revenue 2019: $147,099Expenses 2019: $187,480Net Income 2019: -$40,3812019Revenue 2020: $184,069Expenses 2020: $193,197Net Income 2020: -$9,1282020Revenue 2021: $222,729Expenses 2021: $205,456Net Income 2021: $17,2732021Revenue 2022: $216,333Expenses 2022: $224,417Net Income 2022: -$8,0842022Revenue 2023: $212,468Expenses 2023: $226,121Net Income 2023: -$13,6532023Revenue 2024: $186,533Expenses 2024: $224,073Net Income 2024: -$37,5402024Revenue 2025: $247,188Expenses 2025: $224,502Net Income 2025: $22,6862025

Highlighted filing

2025

Revenue$247,188
Expenses$224,502
Net Income$22,686

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.25$0.22$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.19$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.21$0.23$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.22$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.22$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.15$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.44$0.19$0.25
2017Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.15$0.18$0.03
2016Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$0.19$0.19$0.01
2015Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$0.21$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.16$0.17$0.02
2013Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.18$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$0.15$0.17$0.02
2011Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$0.11$0.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$877,820
Mission and Program Overview

Mission

Supports the aim and mission of Brookgreen Gardens, Pawleys Island, SC

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,792,677$2,815,362▲ $22,685
Investments in Publicly Traded Securities$2,752,305$2,751,342▼ $963
Savings and Temporary Cash Investments$40,372$60,682▲ $20,310
Cash and Non-Interest-Bearing Accounts-$3,338-
Total Assets$2,792,677$2,815,362▲ $22,685
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,792,677$2,815,362▲ $22,685
Total Liabilities and Net Assets / Fund Balance$2,792,677$2,815,362▲ $22,685
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$35,004$35,004
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$247,188
Other Revenue
$0
Change in Net Assets
$22,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$189,248
Salaries, Compensation, and Employee Benefits$35,004
Other Expenses$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$189,248--$189,248
Current Officers, Directors, Trustees, and Key Employees$14,413$20,591-$35,004
Other Expenses$250--$250
Total Functional Expenses$203,911$20,591$0$224,502
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brookgreen Gardens IncPawleys Island, SC501 ( c ) (3)support Brookgreen Gardens$189,248
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
Backup withholding compliance
Yes
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
No
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 11-description of Process for Review

The trustee reviews all underlying monetary and factual information before the form 990 is filed.

Form 990, Page 6, Part VI, Line 18

Copies of the tax returns are available upon request

Form 990, Page 6, Part VI, Line 19

As trustee, jp morgan chase bank na maintains a close and continuous working relationship with the officers of the supported organization.the governing documents are not available to the general public, but have been given and are available to all interested parties such as beneficiaries, trustees, executors, etc. Jpmorgan chase bank na does not have a public conflict of interest policy. However, the governing documents and state law impose limitations of trustee powers that jpmorgan chase bank na strictly follows. Financial statements are sent to each charitable beneficiary for review and comment.

Filing and Contact Details

Filer

Filer Name
BROOKGREEN GARDENS TRUST #1 XXXXX9004
EIN
13-6034481
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
ExecDirector
Phone
8004962583
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Rounding of ($1)

Raw XML Appendix382 raw XML fields

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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0QUARTERLY MEETINGS ARE HELD WHEREIN INVESTMENTS ARE DISCUSSED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST MEETS THE INTEGRAL PART TEST AS OUTLINED IN REGULATION SECTION 1.509 (A)-4(I)(9) AS WAS SET OUT IN THE PROVISIONS OF THE GOVERNING DOCUMENTS. THE TRUSTEE CONFIRMED THAT TO THE BEST OF THEIR KNOWLEDGE, NO CONTRIBUTIONS HAVE BEEN RECEIVED BY THE TRUST SINCE FORMATION. THE TRUST IS REQUIRED TO DISTRIBUTE NET INCOME TO THE SUPPORTED ORGANIZATION AND
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY ANY SUPPORT GIVEN TO THE SUPPORTED ORGANIZATION. FINALLY, THE TRUST DOES NOT HAVE ANY TRUSTEE THAT IS CONSIDERED A DISQUALIFIED PERSON.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Sec D Ln 3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 ( c ) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support Brookgreen Gardens
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Brookgreen Gardens Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0570380356
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 3368
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Pawleys Island
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trust accounting records are maintained in a dedicated trust accounting system. Reports are regularly obtained from this system. Trust administrators follow the rules and regulations governing continuity and maintenance of exempt status while also carrying out the individual trustor intent. Duties include annual trust review,issuing reports, identifying charitable recipients, researching tax status of potential charitable recipients, and making necessary income distributions from each trust.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE TAX RETURNS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS TRUSTEE, JP MORGAN CHASE BANK NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION.THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK NA DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rounding of ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PRESERVE THE NATURAL FLORA AND FAUNA OF SO
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 3368
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IRS990/USAddress/AddressLine1Txt010 S Dearborn ST MC IL 1-0111
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ExecDirector
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKGREEN GARDENS TRUST #1 XXXXX9004
ReturnHeader/Filer/BusinessNameControlTxt0BROO
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02025-12-08T14:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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