Totals
- Total revenue
- $649,072
- Total expenses
- $757,217
- Contributions and grants received
- $0
- Grants paid
- $399,318
- Program service revenue
- $0
- Investment income
- $649,072
- Other revenue
- $0
- Total assets, end of year
- $14,321,169
- Total liabilities, end of year
- $448,500
- Net assets or fund balances, end of year
- $13,872,669
- Program services expenses (Part IX)
- $399,318
- Management and general expenses
- $357,899
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $399,318
Program services were 52.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $619,798 · excluded $619,798
-
7a · Gross sales of assets other than inventory
securities $308,717
-
7b · Less cost or other basis and sales expenses
securities $279,443
-
7c · Gain or loss
securities $29,274
-
7d · Net gain or loss
total $29,274 · excluded $29,274
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $399,318 · program services $399,318
-
11a · Fees: management
total $319,600 · management and general $319,600
-
11f · Fees: investment management
total $38,299 · management and general $38,299
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $17,295,787 · end of year $14,321,169
-
25 · Other liabilities
beginning of year $0 · end of year $448,500
-
28 · Net assets with donor restrictions
beginning of year $17,295,787 · end of year $13,872,669
Mission and programs · 2022
Mission
THE BROTHERTON FUND WAS ESTABLISHED TO SUPPORT ST. LUKE'S HOSPITAL IN SAN FRANCISCO, CALIFORNIA, AND TO IMPROVE THE GENERAL HEALTH AND WELFARE OF THE SAN FRANCISCO COMMUNITY SERVED BY ST. LUKE'S HOSPITAL.
Activities or mission (Part I)
SUPPORT ST. LUKE'S CAMPUS OF CPMC AND IMPROVE THE HEALTH AND WELFARE OF THE SF COMMUNITY.
-
IN 2022, THE BROTHERTON FUND MADE GRANTS IN THE AMOUNT OF $399,318. OF THIS TOTAL, A GRANT OF $368,600 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 $30,718 WAS GRANTED TO NONPROFITS SERVING LOW-INCOME SAN FRANCISCANS, PRIMARILY BY PROVIDING TRANSITIONAL HOUSING.
Expenses $399,318 · Grants $399,318
As filed on the 2022 return.
Listed in Part VII
-
Rt Rev Bishop Marc AndrusRT REV BISHOP MARC ANDRUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Constance MardikianCONSTANCE MARDIKIAN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Anthony MilesANTHONY MILES
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Yuriko RomerYURIKO ROMER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Maria Vicente-PulettiMARIA VICENTE-PULETTI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Rev Beth Lind FooteREV BETH LIND FOOTE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ann AkichikaANN AKICHIKA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$718
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDES FINANCIAL AND ORGANIZATIONAL SUPPORT TO NONPROFIT AGENCIES. · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202321659349301617
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