Brotherton Fund
- Assets
- $17.3m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 09/2001
- Data as of
- 12/2021
- EIN
- 94-3402317
Organization Overview
Brotherton Fund is located in San Francisco, CA. The organization was established in 2001. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Brotherton Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Brotherton Fund generated $1.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 13.4% each year . All expenses for the organization totaled $710.5k during the year ending 12/2021. While expenses have increased by 2.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Brotherton Fund has awarded 72 individual grants totaling $4,293,982. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT ST. LUKE'S CAMPUS OF CPMC AND IMPROVE THE HEALTH AND WELFARE OF THE SF COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2021, THE BROTHERTON FUND MADE GRANTS IN THE AMOUNT OF $456,250. OF THIS TOTAL, A GRANT OF $363,750 WAS MADE TO CALIFORNIA PACIFIC MEDICAL FOUNDATION FOR THE BENEFIT OF THE MISSION/BERNAL CAMPUS OF CPMC (FORMERLY ST LUKE'S EPISCOPAL HOSPITAL), PRIMARILY TO SUPPORT PERINATAL AND PEDIATRIC MENTAL HEALTH CARE PROGRAMS PROVIDED FREE OF CHARGE TO PATIENTS AT THIS CAMPUS. THE REMAINING $92,500 WAS GRANTED TO NONPROFITS SERVING LOW-INCOME SAN FRANCISCANS, PRIMARILY BY PROVIDING TRANSITIONAL HOUSING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Constance Mardikian Chairperson | OfficerTrustee | 2 | $0 |
Anthony Miles Treasurer | OfficerTrustee | 2 | $0 |
Yuriko Romer Secretary | OfficerTrustee | 2 | $0 |
Maria Vicente-Puletti Board Member | Trustee | 2 | $0 |
Rt Rev Bishop Marc Andrus Board Member | Trustee | 2 | $0 |
Rev Beth Lind Foote Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $741,284 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $471,495 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,212,779 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $456,250 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $221,738 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $32,468 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $710,456 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $17,295,787 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $17,295,787 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $17,295,787 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $17,295,787 |
Grants Awarded
Over the last fiscal year, Brotherton Fund has awarded $456,250 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Sacramento, CA PURPOSE: GENERAL SUPPORT | $363,750 |
San Francisco, CA PURPOSE: GENERAL SUPPORT | $25,000 |
RISE ACADEMY PURPOSE: GENERAL SUPPORT | $22,500 |
Seaside, CA PURPOSE: GENERAL SUPPORT | $22,500 |
San Francisco, CA PURPOSE: GENERAL SUPPORT | $22,500 |
Endowment Analysis
| Beg. Balance | $16,065,745 |
| Earnings | $1,940,473 |
| Admin Expense | $254,181 |
| Grants | $456,250 |
| Ending Balance | $17,295,787 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
U C San Diego Foundation La Jolla, CA | $1,658,962,820 | $199,905,173 |
California State University Fresno Foundation Fresno, CA | $305,581,286 | $82,049,002 |
University Of Hawaii Foundation Honolulu, HI | $548,406,506 | $76,733,850 |
University Corporation At Monterey Bay Seaside, CA | $199,917,843 | $49,155,763 |
San Jose State University Research Foundation San Jose, CA | $57,091,451 | $53,661,013 |
University Of Nevada-Reno Foundation Reno, NV | $310,760,494 | $35,673,494 |
The U C Davis Foundation Davis, CA | $716,342,130 | $110,976,640 |
Southwestern Law School Los Angeles, CA | $126,801,745 | $54,692,632 |
Associated Students Ucla Los Angeles, CA | $54,580,827 | $39,327,069 |
Csu Fullerton Auxiliary Services Corporation Fullerton, CA | $104,352,109 | $45,637,535 |
New Schools Fund Oakland, CA | $55,397,321 | $41,218,694 |
Chico State Enterprises Chico, CA | $47,170,077 | $46,861,327 |