Nonprofit · EIN 65-0774706
FRED J BROTHERTON FOUNDATION
Tax-exempt · NEW SMYRNA, FL 32170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990-PF | $832,449 | $674,519 | $157,930 | $20,125 | $20,125 | $0 |
| September 30, 2023 | 990-PF | $460,694 | $834,553 | -$373,859 | $12,080,536 | $5,121 | $12,075,415 |
Financial details: 990-PF for the year ended September 30, 2024
Revenue
- Dividends
- $326,843
- Net gain from sales of assets
- $485,606
- Other income
- $20,000
Expenses
- Grants and similar amounts paid
- $346,250
- Salaries, compensation and benefits (total)
- $75,000
- Disbursements for charitable purposes
- $485,255
- Excise tax on investment income
- $8,719
Balance sheet and other
- Total assets, start of year
- $12,080,536
- Total assets, end of year
- $20,125
- Total liabilities, end of year
- $20,125
- Net assets, end of year
- $0
- Fair market value of assets
- $20,125
- Qualifying distributions
- $485,255
- Net investment income
- $812,271
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 September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theresa Brotherton 3463 Tesoro Circle, New Smyrna Beach, FL 32168 | Admin Director Highest-paid employee | 25 | $75,000 |
| EMILY MILAZZO 230 Fairgreen Ave, New Smyrna Beach, FL 32168 | TRUSTEE | 5 | $0 |
| WILLIAM P BROTHERTON MD 17 Blue Rock Rd, Orleans, MA 02653 | TRUSTEE | 2 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Theresa Brotherton 3463 Resoro Circle, New Smyrna Beach, FL 32168 | Admin Director Highest-paid employee | 25 | $73,334 |
| EMILY MILAZZO 230 Fairgreen Ave, New Smyrna Beach, FL 32168 | TRUSTEE | 5 | $0 |
| WILLIAM P BROTHERTON MD 17 Blue Rock Rd, Orleans, MA 02653 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 654, NEW SMYRNA, FL 32170-0654
- Signed the 990-PF
- Emily Milazzo, Trustee
- Phone
- (973) 728-6100
- Return prepared by
- KATHLEEN M SHAFER CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | Not on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 65-0774706
- 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
- 1997
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $20,125
- Income (IRS master file)
- $5,234,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2024 | $832,449 | $674,519 | $20,125 | XML |
| 990-PF | September 2023 | $460,694 | $834,553 | $12,080,536 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
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 65-0774706).
Questions about FRED J BROTHERTON FOUNDATION
- What is the EIN of FRED J BROTHERTON FOUNDATION?
- The employer identification number (EIN) of FRED J BROTHERTON FOUNDATION is 65-0774706.
- Is FRED J BROTHERTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to FRED J BROTHERTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED J BROTHERTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED J BROTHERTON FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED J BROTHERTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2024.
- Who are the officers and directors of FRED J BROTHERTON FOUNDATION?
- The 990-PF for the year ended September 30, 2024 lists 3 people; 1 received compensation from the organization, the highest $75,000 (Theresa Brotherton, Admin Director).
- How much revenue does FRED J BROTHERTON FOUNDATION have?
- On its 990-PF for the year ended September 30, 2024 it reported revenue of $832,449, expenses of $674,519 and total assets of $20,125 at year end.
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