Nonprofit · EIN 94-3402317
BROTHERTON FUND
Tax-exempt · SAN FRANCISCO, CA 94108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,101,331 | $658,716 | $442,615 | $17,953,293 | $282,003 | $17,671,290 |
| December 31, 2024 | 990 | $1,046,720 | $800,908 | $245,812 | $15,709,582 | $0 | $15,709,582 |
| December 31, 2023 | 990 | $796,278 | $797,407 | -$1,129 | $15,183,614 | $0 | $15,183,614 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,101,331
- Net gain from sales of assets
- $28,192
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $196,112
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $196,112
- Management and general (functional)
- $462,604
Balance sheet and other
- Total assets, start of year
- $15,709,582
- Total assets, end of year
- $17,953,293
- Total liabilities, end of year
- $282,003
- Net assets, end of year
- $17,671,290
- Publicly traded securities
- $17,953,293
- Net assets with donor restrictions
- $17,671,290
- Gross receipts
- $6,684,523
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2001
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Rt Rev Austin K Rios | Chairperson Trustee or director, Officer | 2 | $0 |
| Constance Mardikian | President Trustee or director, Officer | 2 | $0 |
| Yuriko Romer | Treasurer Trustee or director, Officer | 2 | $0 |
| Maria Vicente-Puletti | Secretary Trustee or director, Officer | 2 | $0 |
| Ann Akichika | Board Member Trustee or director | 2 | $0 |
| Rev Beth Lind Foote | Board Member Trustee or director | 2 | $0 |
| Philip Pillsbury | Board Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The Rt Rev Austin K Rios | Chairperson Trustee or director, Officer | 2 | $0 |
| Constance Mardikian | President Trustee or director, Officer | 2 | $0 |
| Yuriko Romer | Treasurer Trustee or director, Officer | 2 | $0 |
| Maria Vicente-Puletti | Secretary Trustee or director, Officer | 2 | $0 |
| Rev Beth Lind Foote | Board Member Trustee or director | 2 | $0 |
| Ann Akichika | Board Member Trustee or director | 2 | $0 |
| Philip Pillsbury | Board Member Trustee or director | 2 | $0 |
| Rt Rev Bishop Marc Andrus | Board Member- Upto July 24 Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rt Rev Bishop Marc Andrus | Chairperson Trustee or director | 2 | $0 |
| Constance Mardikian | President Trustee or director, Officer | 2 | $0 |
| Yuriko Romer | Treasurer Trustee or director, Officer | 2 | $0 |
| Maria Vicente-Puletti | Secretary Trustee or director | 2 | $0 |
| Rev Beth Lind Foote | Board member Trustee or director | 2 | $0 |
| Ann Akichika | Board Member Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 TAYLOR ST, SAN FRANCISCO, CA 94108-2209
- In care of
- % EPISCOPAL CHARITIES
- Principal officer (990 for 2025)
- Constance B Mardikian, 1055 Taylor Street, San Francisco, CA 94108
- Signed the 990
- Constance B Mardikian, President
- Phone
- (415) 869-7809
- Website
- WWW.EPISCOPALIMPACT.ORG
- Return prepared by
- Aprio Advisory Group LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3402317 or by the name BROTHERTON FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Brotherton Fund was established to support the former St. Luke's Hospital, now the Mission/Bernal campus of California Pacific Medical Center, in San Francisco, CA and to improve the general health and welfare of the San Francisco community served by the hospital.
Program accomplishments
- In 2025, the Brotherton Fund made grants in the amount of $ 196,112 to California Pacific Medical Foundation for the benefit of the patients of the Mission/Bernal campus, primarily to support perinatal and pediatric mental health care services offered free of charge to patients as a result of this funding.Expenses $196,112 · grants $196,112
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3402317
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $17,953,293
- Income (IRS master file)
- $6,684,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,101,331 | $658,716 | $17,953,293 | XML |
| 990 | December 2024 | $1,046,720 | $800,908 | $15,709,582 | XML |
| 990 | December 2023 | $796,278 | $797,407 | $15,183,614 | XML |
| 990 | December 2022 | $649,072 | $757,217 | $14,321,169 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3402317).
Questions about BROTHERTON FUND
- What is the EIN of BROTHERTON FUND?
- The employer identification number (EIN) of BROTHERTON FUND is 94-3402317.
- Is BROTHERTON FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BROTHERTON FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BROTHERTON FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BROTHERTON FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROTHERTON FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BROTHERTON FUND?
- The 990 for the year ended December 31, 2025 names Constance B Mardikian.
- Who are the officers and directors of BROTHERTON FUND?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BROTHERTON FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,101,331, expenses of $658,716 and total assets of $17,953,293 at year end.
Other nonprofits in SAN FRANCISCO
- UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION EIN 94-2829914 · last filed 990 for 2025
- UNIVERSITY OF SAN FRANCISCO EIN 94-1156628 · last filed 990 for 2025
- SHINE BC-LA EIN 84-3947799 · last filed 990 for 2025
- WIKIMEDIA FOUNDATION ORG EIN 20-0049703 · last filed 990 for 2025
- KIPP FOUNDATION EIN 94-3362724 · last filed 990 for 2025
- CALIFORNIA COLLEGE OF THE ARTS EIN 94-1156485 · last filed 990 for 2025
- FIVE KEYS SCHOOLS AND PROGRAMS EIN 81-0622701 · last filed 990 for 2025
- BRILLIANT CORNERS EIN 56-2379862 · last filed 990 for 2025