EPISCOPAL IMPACT FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL IMPACT FUND (EIN 94-3345498)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-01
- IRS object ID
- 201222149349300147
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-01T13:54:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943158857 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MONTGOMERY STREET SUITE 2075 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943345498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CHARITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 4158697809 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 TAYLOR STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN PIRAINO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4158697809 | Phone |
| Date Signed | 2012-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD M FAHEY | Name |
| PTIN | P00194561 | PTIN |
| Phone | 4157774488 | Phone |
| Date Prepared | 2012-07-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN PIRAINO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 TAYLOR STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 647780 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EPISCOPALCHARITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | EPISCOPAL CHARITIES IS A FAITH-BASED ORGANIZATION THAT ADDRESSES THE ROOT CAUSES OF POVERTY. (CONTINUED ON SCHEDULE O) EPISCOPAL CHARITIES ACTION NETWORKS ORGANIZE VOLUNTEERS TO PROVIDE PROFESSIONAL SERVICES AND RECOMMEND FUNDING TO NON-PROFITS WHOSE WORK ENDS POVERTY AT ITS SOURCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 132 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 640999 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 376202 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 125680 | InvestmentIncomePriorYear |
| Investment Income Current Year | 43934 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 108252 | OtherRevenuePriorYear |
| Other Revenue Current Year | 151713 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 874931 | TotalRevenuePriorYear |
| Total Revenue Current Year | 571849 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 66437 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 99613 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 273148 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 272858 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 79994 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 89525 | OtherExpensePriorYear |
| Other Expenses Current Year | 89995 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 429110 | TotalExpensesPriorYear |
| Total Expenses Current Year | 462466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 445821 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 109383 | RevenuesLessExpensesCY |
| Total Assets BOY | 2327463 | TotalAssetsBOY |
| Total Assets EOY | 2159048 | TotalAssetsEOY |
| Total Liabilities BOY | 38810 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37980 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2288653 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2121068 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT NEW AND EXISTING NONPROFIT AGENCIES IN THEIR EFFORT TO MAKE A CRUCIAL DIFFERENCE IN THE LIVES OF POOR, OPPRESSED AND ENDANGERED INDIVIDUALS IN THE SAN FRANCISCO BAY AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 251827 | Expense |
| Grants | 99613 | Grants |
| Description | EPISCOPAL CHARITIES ADDRESSES THE ROOT CAUSES OF POVERTY IN THE BAY AREA BY SUPPORTING NEW AND EXISTING NONPROFIT AGENCIES THAT WORK IN THE AREAS OF HEALTH, EDUCATION AND THE ENVIRONMENT. IN ADDITION TO PROVIDING $99,613 IN FUNDING FROM ITS OWN FUNDS, EPISCOPAL CHARITIES MANAGES AND ADMINISTERS THE BROTHERTON FUND, WHICH PROVIDED AN ADDITIONAL $375,000 IN DIRECT GRANTS TO AGENCIES. EPISCOPAL CHARITIES ALSO PROVIDED KEY VOLUNTEER SUPPORT TO AGENCIES WORTH AN ESTIMATED $50,000. | Description |
| Total Program Service Expense | 251827 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH HOADLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4158697806 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 TAYLOR STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER BALL | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| RUSS HAMILTON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| R JAN GURLEY MD | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| BETSY JACOBUS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| HEIDI YOUG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ALLAN JERGESEN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN MALICK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PETER VESTAL | |||||||
| PRESIDENT | 6.00 | X | X | 0 | 0 | 0 | |
| REV SYLVIA VASQUEZ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| TOM WORTH | |||||||
| VICE PRESIDENT AND TREASURER | 6.00 | X | X | 0 | 0 | 0 | |
| LISA STREIBING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RT REV MARC HANDLEY ANDRUS | |||||||
| CHAIRMAN | 2.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 50000 | FundraisingEvents |
| All Other Contributions | 326202 | AllOtherContributions |
| Total Contributions | 376202 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43733 | TotalRevenueColumn |
| Exclusion | $43,733 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201 | TotalRevenueColumn |
| Exclusion | $201 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 102468 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 50000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 75931 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26537 | TotalRevenueColumn |
| Exclusion | $26,537 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE ALLOCAT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 125176 | TotalRevenueColumn |
| Related Or Exempt Function Income | 125176 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 125176 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 571849 | TotalRevenueColumn |
| Related Or Exempt Function Income | 125176 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $70,471 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99613 | Total |
| Program Services | 99613 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110611 | Total |
| Program Services | 29949 | ProgramServices |
| Management And General | 60157 | ManagementAndGeneral |
| Fundraising | 20505 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130309 | Total |
| Program Services | 95728 | ProgramServices |
| Management And General | 9089 | ManagementAndGeneral |
| Fundraising | 25492 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31938 | Total |
| Program Services | 14560 | ProgramServices |
| Management And General | 13880 | ManagementAndGeneral |
| Fundraising | 3498 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25300 | Total |
| Management And General | 25300 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5307 | Total |
| Management And General | 5307 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25317 | Total |
| Program Services | 2803 | ProgramServices |
| Management And General | 1803 | ManagementAndGeneral |
| Fundraising | 20711 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9469 | Total |
| Program Services | 2143 | ProgramServices |
| Management And General | 1899 | ManagementAndGeneral |
| Fundraising | 5427 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9316 | Total |
| Program Services | 4514 | ProgramServices |
| Management And General | 2050 | ManagementAndGeneral |
| Fundraising | 2752 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5616 | Total |
| Program Services | 1601 | ProgramServices |
| Management And General | 3916 | ManagementAndGeneral |
| Fundraising | 99 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2348 | Total |
| Program Services | 916 | ProgramServices |
| Management And General | 516 | ManagementAndGeneral |
| Fundraising | 916 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5930 | Total |
| Management And General | 5336 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| THE BROTHERTON FUND | 375000 | 375000 | |
| MISCELLANEOUS | 1392 | 1392 | |
| NOTE: SEE SCHEDULE O | -375000 | -375000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462466 | Total |
| Program Services | 251827 | ProgramServices |
| Management And General | 130645 | ManagementAndGeneral |
| Fundraising | 79994 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609681 | BOY |
| EOY | 547347 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596302 | BOY |
| EOY | 39958 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114770 | BOY |
| EOY | 56550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2844 | BOY |
| EOY | 2942 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 47286 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 45258 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3866 | BOY |
| EOY | 2028 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1510223 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2327463 | BOY |
| EOY | 2159048 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38810 | BOY |
| EOY | 37980 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38810 | BOY |
| EOY | 37980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 707945 | BOY |
| EOY | 786031 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601302 | BOY |
| EOY | 365631 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979406 | BOY |
| EOY | 969406 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2288653 | BOY |
| EOY | 2121068 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2327463 | BOY |
| EOY | 2159048 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 109383 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -276968 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 717914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 438184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 452623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 529229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 326202 | CurrentTaxYear |
| Total | 2464152 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 717914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 438184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 452623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 529229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 326202 | CurrentTaxYear |
| Total | 2464152 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1066806 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1397346 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57098 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 79678 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19507 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43733 | CurrentTaxYear |
| Total | 232706 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 144244 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 150561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 147155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 125176 | CurrentTaxYear |
| Total | 704616 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3401474 | TotalSupport |
| Gross Receipts From Admissions Etc | 675587 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.41080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.44250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE ALLOCATION MISCELLANEOUS INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1592005 | BeginningOfYearBalance |
| Contributions | 252760 | Contributions |
| Investment Earnings Or Losses | -86729 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 41259 | GrantsOrScholarships |
| Other Expenditures | 152233 | OtherExpenditures |
| Administrative Expenses | 15392 | AdministrativeExpenses |
| End Of Year Balance | 1549152 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1484731 | BeginningOfYearBalance |
| Contributions | 37807 | Contributions |
| Investment Earnings Or Losses | 126326 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39838 | GrantsOrScholarships |
| Administrative Expenses | 17021 | AdministrativeExpenses |
| End Of Year Balance | 1592005 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1449724 | BeginningOfYearBalance |
| Contributions | 14214 | Contributions |
| Investment Earnings Or Losses | 134838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 96433 | GrantsOrScholarships |
| Administrative Expenses | 17612 | AdministrativeExpenses |
| End Of Year Balance | 1484731 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1943155 | BeginningOfYearBalance |
| Contributions | 41955 | Contributions |
| Investment Earnings Or Losses | -449084 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 68500 | GrantsOrScholarships |
| Administrative Expenses | 17802 | AdministrativeExpenses |
| End Of Year Balance | 1449724 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35998 | OtherCostOrOtherBasis |
| Depreciation | 33970 | Depreciation |
| Book Value | 2028 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11288 | OtherCostOrOtherBasis |
| Depreciation | 11288 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2028 | TotalOfBookValueLandBuildings |
| Total Revenue | 571849 | TotalRevenue |
| Total Expenses | 462466 | TotalExpenses |
| Excess Or Deficit For Year | 109383 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -124735 | NetUnrealizedGLOnInvestments |
| Other | -$152,233 | OtherAmount |
| Total Adjustments | -276968 | TotalAdjustments |
| Excess Or Deficit Per FS | -167585 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 703815 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 257142 | OtherRevenues |
| Revenue Not Rptd F990 | 257142 | RevenueNotRptdF990 |
| Revenue Subtotal | 446673 | RevenueSubtotal |
| Other Revenues Not Included | 125176 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 125176 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 571849 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1820561 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 124417 | LossesReported |
| Other Expenses Included | 1238985 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1363402 | ExpensesNotRptdF990 |
| Expenses Subtotal | 457159 | ExpensesSubtotal |
| Other Expenses Not Included | 5307 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5307 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 462466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. AS OF DECEMBER 31, 2011, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS HAD NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE ORGANIZATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. INCOME TAX RETURNS FOR THE YEARS PRIOR TO 2007 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ASSETS TRANSFERRED TO SEAMENS INSTITUTE -152,233. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES -5,307. REVENUE REPORTED BY RELATED PARTY - BROTHERTON FUND (94-3402317) 280,924. INVESTMENT MANAGEMENT FEES REPORTED BY RELATED PARTY (94-34023170) -18,274. REALIZED GAIN REPORTED IN INVESTMENT LOSS ON EXPENSES IN FINANCIAL STATEMENT -201. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES REPORTED BY RELATED PARTY (94-3402317) 125,176. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | GRANTS REPORTED BY RELATED PARTY (94-3402317) 375,000. UNREALIZED LOSS REPORTED BY RELATED PARTY (94-3402317) 886,223. REALIZED GAIN REPORTED IN INVESTMENT LOSS ON EXPENSES IN FINANCIAL STATEMENT -200. INVESTMENT GAIN REPORTED BY RELATED PARTY (94-34023170) -22,038. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 5,307. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NIGHT OF LIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 152468 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 50000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102468 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 75931 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 152468 | GrossReceiptsTotal |
| Charitable Contributions Total | 50000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 102468 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 75931 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 75931 | DirectExpenseSummaryEvents |
| Net Income Summary | 26537 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (36 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| OHLOFF RECOVERY | |||||||
| 601 STEINER STREET | SAN FRANCISCO | CA | 94117 | 943070585 | 501(C)(3) | 3005 | GENERAL SUPPORT |
| ST PAUL'S EPISCOPAL CHURCH SAN RAFAEL | |||||||
| 1123 COURT STREET | SAN RAFAEL | CA | 94901 | 941358300 | 501(C)(3) | 1000 | GENERAL SUPPORT |
| ST DOROTHY'S REST | |||||||
| PO BOX B | CAMP MEEKER | CA | 95419 | 501(C)(3) | 1313 | GENERAL SUPPORT | |
| ELDERGIVERS | |||||||
| 1755 CLAY STREET | SAN FRANCISCO | CA | 94109 | 943099821 | 501(C)(3) | 1461 | GENERAL SUPPORT |
| HEALTHY OAKLAND | |||||||
| 2580 SAN PABLO AVE | OAKLAND | CA | 94612 | 710902919 | 501(C)(3) | 12000 | GENERAL SUPPORT |
| STREET LEVEL HEALTH | |||||||
| 2501 INTERNATIONAL BOULEVEARD | OAKLAND | CA | 94601 | 562324355 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| GRACE CATHEDRAL CHURCH MINISTRY | |||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 501(C)(3) | 1540 | GENERAL SUPPORT | |
| HOME & HOPE | |||||||
| 1720 EL CAMINO REAL 7 | BURLINGAME | CA | 94010 | 943356735 | 501(C)(3) | 3125 | GENERAL SUPPORT |
| YOUTH HOMES GARDEN PROJECT | |||||||
| PO BOX 5759 | WALNUT CREEK | CA | 94596 | 946132571 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| LOS AYUDANTES | |||||||
| 2650 SAND HILL ROAD | MENLO PARK | CA | 94025 | 202692501 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| SOJOURN | |||||||
| 1001 PORTRERO RM 2F4 | SAN FRANCISCO | CA | 94111 | 943017367 | 501(C)(3) | 9292 | GENERAL SUPPORT |
| EXPERIENCE CORPS | |||||||
| 501 VIA CASITAS | GREENBRAE | CA | 94904 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| COMMUNITY ALLIANCE FOR LEARNING | |||||||
| PO BOX 6098 | ALBANY | CA | 94706 | 912144555 | 501(C)(3) | 6000 | GENERAL SUPPORT |
| OPTIONS FOR RECOVERY | |||||||
| 1931 CENTER STREET | BERKELEY | CA | 94704 | 943384153 | 501(C)(3) | 4000 | GENERAL SUPPORT |
| THE SEAMEN'S CHURCH INSTITUTE | |||||||
| 241 WATER STREET | NEW YORK | NY | 10038 | 942926809 | 501(C)(3) | 11877 | GENERAL SUPPORT |
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ORGANIZATIONS MUST SUBMIT GRANT APPLICATIONS WHICH ARE REVIEWED AND APPROVED BY MEMBERS OF THE PROGRAM COMMITTEE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EPISCOPAL CHARITIES EXECUTIVE COMMITTEE MEETS TO REVIEW AND APPROVE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNATURES MUST BE OBTAINED TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMMITTEE MEETS ANNUALLY TO DISCUSS COMPENSATION OF OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| PART IX, LINE 24C | IN ADDITION TO THE $251,827 IN PROGRAM EXPENSE, EPISCOPAL CHARITIES SPENT $375,000 OUT OF THE BROTHERTON FUND, WHICH IS MANAGED BY EPISCOPAL CHARITIES. THE BROTHERTON FUND IS A PART OF EPISCOPAL CHARITIES, BUT FILES A SEPARATE FORM 990. | ADDITIONAL DISCLOSURE ON STATEMENT OF FUNCTION EXPENSES. |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -124,735. NET ASSETS TRANSFERRED TO SEAMENS INSTITUTE -152,233. TOTAL TO FORM 990, PART XI, LINE 5: -276,968. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII | THE AUDIT COMMITTEE OF EPISCOPAL CHARITIES ASSUMES RESPONSIBILITY OVER THE AUDIT OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROTHERTON FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 TAYLOR STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943402317 | EIN |
| Primary Activities | TO SUPPORT ST. LUKES HOSPITAL & THE GENERAL HEALTH AND WELFARE IN SF. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CHARITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE BROTHERTON FUND 94-3402317 | |
| K | 125176 |
| EPISCOPAL DIOCESE OF CALIFORNIA | |
| M | |
| EPISCOPAL DIOCESE OF CALIFORNIA | |
| N | 44490 |
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