The Brookheim Foundation FY2023 filing

Tax-deductible

La Jolla, CA501(c)(3)HospitalsEIN 33-6211470Revenue $240K in FY2023

On file with the IRS5411 Bahia Ln, 92037-7020 · La Jolla, CATax-exempt since Mar 1998Private operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

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FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990-PF
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $43K a year · 23% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
18 mo
of spending, in cash
Looks good: 18.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$240K
+54% vs prior year
Spent
$152K
Net assets
$259K
By yearFY2021–FY2026
Revenue
$240K
FY2023▲ +54%
Tap a bar for its year
Revenue by fiscal year
FY2021$329K
FY2022$155K
FY2023$240K
FY2024$134K
FY2025$130K
FY2026$116K
Expenses
$152K
FY2023▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2021$146K
FY2022$170K
FY2023$152K
FY2024$132K
FY2025$111K
FY2026$136K
Net assets
$259K
FY2023▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2021$286K
FY2022$272K
FY2023$259K
FY2024$86K
FY2025$255K
FY2026$239K

From the FY2023 Form 990 (year ending June 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 81% · $123K Operating & administrative 19% · $29K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
See The Brookheim Foundation executive salaries →

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Programs and updates

A private foundation based in La Jolla, CA.

Questions for The Brookheim Foundation

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 52 grants · $117K · 2025–2025
Individual RecipientFY2025$20,000
CompactFY2025$8,000
ProducegoodsFY2025$5,500
Individual RecipientFY2025$5,500
Hope MinistriesFY2025$5,000
Individual RecipientFY2025$4,800
Individual RecipientFY2025$4,500
Individual RecipientFY2025$4,000
San Diego Humane SocietyFY2025$3,500
Individual RecipientFY2025$3,000
SD Food BankFY2025$3,000
Individual RecipientFY2025$2,700
B Familia Mexican Food TruckFY2025$2,500
Individual RecipientFY2025$2,500
Individual RecipientFY2025$2,500
Individual RecipientFY2025$2,500
Interfaith ServicesFY2025$2,500
Individual RecipientFY2025$2,500
See all 52 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$2K
Median grantPart XV$1K
Largest grantPart XV$20K

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$240K
Gifts and grants$240K
Investment income$30
Money out
$152K
Grants paid$123K
Running costs$29K
Owns and owes
$259K
net assets
Cash and savings$234K
Total assets$259K
Liabilities$0
People
1
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$240K
Investment income$30
Total revenue$240K
Assets in detailEnd of year
Cash and savings together$234K
Total assets$259K
Liabilities$0
Net assets$259K
Operations
Fiscal year endsJune

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $116K$136K−$20K$239K 990 PDF
FY2025 $130K$111K$19K$255K 990 PDF
FY2024 $134K$132K$2K$86K 990 PDF
FY2023 Viewing $240K$152K$88K$259K 990 PDF
FY2022 $155K$170K−$14K$272K 990 PDF
FY2021 $329K$146K$183K$286K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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