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Brotherton Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.05M (2024)

Expenses
$801k (2024)

Total Assets
$15.7M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,046,720
Expenses
$800,908
Net Income
$245,812
Net Assets
$15,709,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $761,241
72.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $285,479
27.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,709,582
Total Liabilities $0
Net Assets $15,709,582
Compensation
Key Employees and Officers Compensation Related Other
The Rt Rev Austin K Rios (Chairperson) $0 $0 $0
Constance Mardikian (President) $0 $0 $0
Yuriko Romer (Treasurer) $0 $0 $0
Maria Vicente Puletti (Secretary) $0 $0 $0
Rev Beth Lind Foote (Board Member) $0 $0 $0
Ann Akichika (Board Member) $0 $0 $0
Philip Pillsbury (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Board Member Upto July 24) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$796,278
Expenses
$797,407
Net Income
-$1,129
Net Assets
$15,183,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $572,967
72.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $223,311
28.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,183,614
Total Liabilities $0
Net Assets $15,183,614
Compensation
Key Employees and Officers Compensation Related Other
Rt Rev Bishop Marc Andrus (Chairperson) $0 $0 $0
Constance Mardikian (President) $0 $0 $0
Yuriko Romer (Treasurer) $0 $0 $0
Maria Vicente Puletti (Secretary) $0 $0 $0
Rev Beth Lind Foote (Board Member) $0 $0 $0
Ann Akichika (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$649,072
Expenses
$757,217
Net Income
-$108,145
Net Assets
$13,872,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $619,798
95.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,274
4.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,321,169
Total Liabilities $448,500
Net Assets $13,872,669
Compensation
Key Employees and Officers Compensation Related Other
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0
Constance Mardikian (Chairperson) $0 $0 $0
Anthony Miles (Treasurer) $0 $0 $0
Yuriko Romer (Secretary) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rev Beth Lind Foote (Board Member) $0 $0 $0
Ann Akichika (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,212,779
Expenses
$710,456
Net Income
$502,323
Net Assets
$17,295,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $741,284
61.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $471,495
38.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,295,787
Total Liabilities $0
Net Assets $17,295,787
Compensation
Key Employees and Officers Compensation Related Other
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0
Constance Mardikian (Chairperson) $0 $0 $0
Anthony Miles (Treasurer) $0 $0 $0
Yuriko Romer (Secretary) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rev Beth Lind Foote (Board Member) $0 $0 $0
Ann Akichika (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$764,565
Expenses
$758,135
Net Income
$6,430
Net Assets
$16,065,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $549,752
71.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $214,813
28.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,115,621
Total Liabilities $49,876
Net Assets $16,065,745
Compensation
Key Employees and Officers Compensation Related Other
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0
Constance Mardikian (Chairperson) $0 $0 $0
Anthony Miles (Treasurer) $0 $0 $0
Yuriko Romer (Secretary) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rev Beth Lindy Foote (Board Member) $0 $0 $0
Stephanie Lehman (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$577,604
Expenses
$614,955
Net Income
-$37,351
Net Assets
$14,701,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $530,144
91.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,460
8.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,701,926
Total Liabilities $0
Net Assets $14,701,926
Compensation
Key Employees and Officers Compensation Related Other
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0
Constance Mardikian (Chairperson) $0 $0 $0
Anthony Miles (Treasurer) $0 $0 $0
Yuriko Romer (Secretary) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rev Beth Lindy Foote (Board Member) $0 $0 $0
Stephanie Lehman (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$493,722
Expenses
$637,098
Net Income
-$143,376
Net Assets
$12,708,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $533,411
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$39,689
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,708,446
Total Liabilities $0
Net Assets $12,708,446
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Board Member) $0 $0 $0
Anthony Miles (Chairperson) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Amy Quirk (Board Member) $0 $0 $0
Barbara Kimport (Board Member) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$878,829
Expenses
$1,305,223
Net Income
-$426,394
Net Assets
$14,033,061
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $585,133
66.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $293,696
33.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,118,532
Total Liabilities $85,471
Net Assets $14,033,061
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Chairperson) $0 $0 $0
Anthony Miles (Board Member) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Amy Quirk (Board Member) $0 $0 $0
Barbara Kimport (Board Member) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$421,754
Expenses
$601,856
Net Income
-$180,102
Net Assets
$13,199,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $374,335
88.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,419
11.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,268,276
Total Liabilities $68,597
Net Assets $13,199,679
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Board Member) $0 $0 $0
Anthony Miles (Chairperson) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Amy Quirk (Board Member) $0 $0 $0
Barbara Kimport (Board Member) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$502,303
Expenses
$598,570
Net Income
-$96,267
Net Assets
$13,050,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $522,342
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,039
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,050,130
Total Liabilities $0
Net Assets $13,050,130
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Board Member) $0 $0 $0
Anthony Miles (Chairperson) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Doug Mackay (Secretary/Treasurer) $0 $0 $0
Michelle Myles Chambers (Board Member) $0 $0 $0
Maria Vicente Puletti (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$714,058
Expenses
$573,729
Net Income
$140,329
Net Assets
$14,120,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $622,670
87.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $91,388
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,152,431
Total Liabilities $32,219
Net Assets $14,120,212
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Board Member) $0 $0 $0
Anthony Miles (President) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Lisa Striebing (Treasurer) $0 $0 $0
Doug Mackay (Secretary/Treasurer) $0 $0 $0
Michelle Myles Chambers (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Chairperson) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$677,562
Expenses
$546,017
Net Income
$131,545
Net Assets
$14,264,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $366,108
54.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $311,454
46.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,264,685
Total Liabilities $0
Net Assets $14,264,685
Compensation
Key Employees and Officers Compensation Related Other
Connie Mardikian (Board Member) $0 $0 $0
Anthony Miles (Vice President & Secretary) $0 $0 $0
Yuriko Romer (Board Member) $0 $0 $0
Lisa Striebing (Treasurer) $0 $0 $0
Tom Worth (President) $0 $0 $0
Heidi Young (Board Member) $0 $0 $0
Rt Rev Bishop Marc Andrus (Chairperson) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$342,540
Expenses
$509,850
Net Income
-$167,310
Net Assets
$12,965,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $426,787
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$84,247
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,965,715
Total Liabilities $0
Net Assets $12,965,715

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,960
Expenses
$518,450
Net Income
-$215,490
Net Assets
$11,774,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $280,923
92.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,037
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,802,076
Total Liabilities $28,000
Net Assets $11,774,076

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,055,679
Expenses
$564,127
Net Income
$491,552
Net Assets
$12,875,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $248,210
23.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $807,469
76.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,875,473
Total Liabilities $0
Net Assets $12,875,473

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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