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Nonprofit · EIN 99-6612263

FJ BROTHERTON CHARITABLE TR

Also known as KELLY HEWITT ADM

Tax-exempt · MT PLEASANT, SC 29466

Financials

$1.4M$37K2024$999K$413K2025
Revenue Expenses · by fiscal year end
Financials of FJ BROTHERTON CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$998,562$413,008$585,554$7,868,606$2,612$7,865,994
December 31, 2024990-PF (amended)$1,409,882$36,666$1,373,216$7,376,853$2,816$7,374,037
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$120,392
Net gain from sales of assets
$871,021
Other income
$7,149

Expenses

Grants and similar amounts paid
$262,331
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$34,460
Disbursements for charitable purposes
$322,421
Excise tax on investment income
$12,846

Balance sheet and other

Total assets, start of year
$7,376,853
Total assets, end of year
$7,868,606
Total liabilities, end of year
$2,612
Net assets, end of year
$7,865,994
Fair market value of assets
$7,868,606
Qualifying distributions
$322,421
Net investment income
$998,562

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM P BROTHERTON
17 BLUE ROCK ROAD, ORLEANS, MA 02653
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WILLIAM P BROTHERTON
17 BLUE ROCK ROAD, ORLEANS, MA 02653
TRUSTEE2$0

Address and contacts

Address (IRS master file)
3301 SALTERBECK ST STE 200B, MT PLEASANT, SC 29466-7165
Signed the 990-PF
WILLIAM P BROTHERTON, TRUSTEE
Phone
(843) 270-8138
Return prepared by
ELLIOTT DAVIS ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-6612263
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,868,606
Income (IRS master file)
$5,433,157

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$998,562$413,008$7,868,606XML
990-PFDecember 2024$1,409,882$36,666$7,376,853XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-6612263).

Questions about FJ BROTHERTON CHARITABLE TR

What is the EIN of FJ BROTHERTON CHARITABLE TR?
The employer identification number (EIN) of FJ BROTHERTON CHARITABLE TR is 99-6612263.
Is FJ BROTHERTON CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to FJ BROTHERTON CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FJ BROTHERTON CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FJ BROTHERTON CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FJ BROTHERTON CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FJ BROTHERTON CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does FJ BROTHERTON CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $998,562, expenses of $413,008 and total assets of $7,868,606 at year end.

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