2025-07-21T09:04:45-05:00 2024-12-31 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990PF 2024-05-23 996612263 FJ BROTHERTON CHARITABLE TRUST FJBR 8432708138 3301 SALTERBECK STREET MOUNT PLEASANT SC 29466 WILLIAM P BROTHERTON TRUSTEE 8432708138 2025-07-17 1 0 JANICE A RATICA P00358837 7043338881 2025-07-17 2024 2025-03-06 01:10:19Z X X X 7376853 X X 69272 69272 1340610 5636167 1340610 1409882 1409882 0 0 0 10800 2700 8100 826 206 620 919 0 919 99 99 0 7451 0 2800 1400 1400 4128 2064 2064 9643 2440 18938 36666 8909 32041 0 0 36666 8909 32041 1373216 1400973 12645 12645 112474 112474 0 5499276 5499276 0 1747644 1747644 11765 7451 0 4314 4314 0 500 500 0 7376853 7376853 2816 0 2816 X 0 0 0 0 0 7374037 0 7374037 0 7376853 0 1373216 7323565 8696781 1322744 7374037 VARIOUS SECURITIES P 5636167 4295557 1340610 1340610 1340610 19474 0 19474 0 19474 0 0 0 0 20590 20590 X 334 782 0 782 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 FJBROTHERTONCHARITABLETRUST.ORG KELLY HEWITT 8432708138 3301 SALTERBECK STREET MOUNT PLEASANT SC 29466 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM P BROTHERTON 17 BLUE ROCK ROAD ORLEANS MA 02653 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 10291190 97571 0 10388761 0 0 10388761 155831 10232930 312596 312596 19474 19474 293122 0 293122 0 293122 32041 0 32041 293122 0 0 0 32041 0 0 0 32041 0 0 0 0 0 0 0 0 261081 0 0 0 KELLY HEWITT 3301 SALTERBECK STREET MOUNT PLEASANT SC 29466 8432708138 KELLY@FJBROTHERTONCHARITABLETRUST.ORG APPLICATION GUIDELINES AND GRANT RESTRICTIONS CAN BE FOUND ON OUR WEBSITE: HTTPS://FJBROTHERTONCHARITABLETRUST.ORG/ JUNE 30 AND DECEMBER 30 NO AWARDS GIVEN TO ORGANIZATIONS OUTSIDE THE UNITED STATES. 0 0 14 69272 18 1340610 0 1409882 0 1409882 0 0 0 0 0 0 0 0 0 0 SOUTH CAROLINA NO LONGER REQUIRES A COPY OF FORM 990-PF BE SENT TO THE STATE ATTORNEY GENERAL. REVISION OF AVERAGE FAIR MARKET VALUE PART IX, LINES 1A, 1B AND 6 THIS 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. STATE ATTORNEY GENERAL COPY PART VI-A, LINE 8B THE 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. REDUCTION OF UNDERPAYMENT PENALTY FORM 2220, PART III THE UNDERPAYMENT PENALTY WAS RECALCULATED BASED ON THE SHORT TAX PERIOD, RESULTING IN A REDUCTION OF THE PENALTY AND A REFUND OF THE OVERPAYMENT AMOUNT. CORPORATE BONDS 1747644 1747644 CORPORATE STOCK 5499276 5499276 LEGAL FEES 919 0 919 SECURITY DEPOSIT 500 500 UNREALIZED NET GAIN/LOSS 1322744 BANK FEES 30 0 0 INSURANCE 3032 1516 1516 OFFICE SUPPLIES 2641 924 1717 WEBSITE 3940 0 3940 SOFTWARE 0 0 11765 TRANSFER OF ASSETS FROM FOUNDATION SPLIT 7323565 FOREIGN TAX 99 99 0