Civic Intelligence

Fj Brotherton Charitable Trust

EIN 99-6612263 • Mount Pleasant, SC

3301 Salterbeck StreetMount Pleasant, SC 29466
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

$7,376,853

No earlier filing loaded for comparison.

Liabilities

$2,816

No earlier filing loaded for comparison.

Net Assets

$7,374,037

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue27th percentileNet Margin98th percentile

Revenue

$1,409,882

No earlier filing loaded for comparison.

Expenses

$36,666

No earlier filing loaded for comparison.

Net Income

$1,373,216

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2024: $7,376,853Liabilities 2024: $2,816Net Assets 2024: $7,374,0372024

Highlighted filing

2024

Assets$7,376,853
Liabilities$2,816
Net Assets$7,374,037
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2024: $1,409,882Expenses 2024: $36,666Net Income 2024: $1,373,2162024

Highlighted filing

2024

Revenue$1,409,882
Expenses$36,666
Net Income$1,373,216
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,376,853
Liabilities
$2,816
Net assets
$7,374,037
Revenue
$1,409,882
Expenses
$36,666
Net income
$1,373,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.37$1.41$0.04$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 23, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM P BROTHERTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fj Brotherton Charitable Trust
EIN
99-6612263
Phone
8432708138
Address
3301 SALTERBECK STREET, MOUNT PLEASANT, SC 29466

Signing Officer

Name
William P Brotherton
Title
Trustee
Phone
8432708138
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Advisory LLC
Address
500 EAST MOREHEAD STREET SUITE 700, CHARLOTTE, NC 28202
Preparer
Janice a Ratica
Phone
7043338881
Raw XML Appendix327 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART IX, LINES 1A, 1B AND 6
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 2220, PART III
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REVISION OF AVERAGE FAIR MARKET VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1STATE ATTORNEY GENERAL COPY
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2REDUCTION OF UNDERPAYMENT PENALTY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THIS RETURN IS BEING AMENDED TO REVISE THE AVERAGE FAIR MARKET VALUE OF THE CASH AND SECURITIES. THE ORIGINAL CALCULATION DIDN'T TAKE INTO ACCOUNT THE SHORT YEAR. THE AMENDED RETURN IS CALCULATING THE MINIMUM INVESTMENT RETURN BASED ON THE SHORT YEAR STARTING MAY 23, 2024.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE ORIGINAL RETURN INDICATED THAT A COPY OF THE RETURN WAS REQUIRED TO BE FILED WITH THE STATE ATTORNEY GENERAL. SOUTH CAROLINA DOES NOT REQUIRE A COPY OF THE FORM 990-PF BE SENT TO THEM. THE AMENDED RETURN CONTAINS A STATEMENT THAT INDICATES THIS IS NOT REQUIRED.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE UNDERPAYMENT PENALTY WAS RECALCULATED BASED ON THE SHORT TAX PERIOD, RESULTING IN A REDUCTION OF THE PENALTY AND A REFUND OF THE OVERPAYMENT AMOUNT.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032041
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0293122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032041
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0261081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0919
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0919
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01322744
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED NET GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11516
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21717
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33940
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt411765
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11516
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2924
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07323565
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER OF ASSETS FROM FOUNDATION SPLIT
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P BROTHERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08432708138
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FJ BROTHERTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FJBR
ReturnHeader/Filer/EIN0996612263
ReturnHeader/Filer/PhoneNum08432708138
ReturnHeader/Filer/USAddress/AddressLine1Txt03301 SALTERBECK STREET
ReturnHeader/Filer/USAddress/CityNm0MOUNT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029466
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392519050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EAST MOREHEAD STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043338881
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE A RATICA
ReturnHeader/ReturnTs02025-07-21T09:04:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-23
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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