Brotherton Fund

Analysis

Brotherton Fund is a registered charity in United States, based in San Francisco, CA. It received its IRS tax-exemption ruling in September 2001, 25 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Brotherton Fund reported income of $796k and spending of $797k, spending 100% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $578k to $796k (+38%), an average of +8.4% a year. The sharpest change came in the year to December 2021, when income rose by 59%. Over the whole period it spent 91% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Brotherton Fund sits at the 73rd percentile: it is larger than about 73% of them. Against every charity in United States with reported income it ranks in the 77th percentile, and in the 78th percentile within CA. Charities of a similar size with the same main cause include Bennington Free Library ($796k), The Frances and Henry Riecken Foundation Inc ($796k) and Coral Reef Academy Inc ($796k).

At year end it held assets of $15.2m against liabilities of $0, net assets of $15.2m.