Civic Intelligence

The Brotherton Fund C/O Episcopal Charities

990 • Fiscal year 2016 • EIN 94-3402317

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization ProfileN/A
1055 Taylor StreetSan Francisco, CA 94108

(415) 869-7809

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.16x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$13,268,276

Up $218,146 (+1.7%) from 2015

Net Assets

Up

$13,199,679

Up $149,549 (+1.1%) from 2015

Liabilities

Up

$68,597

Up $68,597 from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin7th percentile

Revenue

Down

$421,754

Down $80,549 (-16%) from 2015

Expenses

Up

$601,856

Up $3,286 (+0.5%) from 2015

Net Income

Down

-$180,102

Down $83,835 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $12,875,473Liabilities 2010: $0Net Assets 2010: $12,875,4732010Assets 2011: $11,802,076Liabilities 2011: $28,000Net Assets 2011: $11,774,0762011Assets 2012: $12,965,715Liabilities 2012: $0Net Assets 2012: $12,965,7152012Assets 2013: $14,264,685Liabilities 2013: $0Net Assets 2013: $14,264,6852013Assets 2014: $14,152,431Liabilities 2014: $32,219Net Assets 2014: $14,120,2122014Assets 2015: $13,050,130Liabilities 2015: $0Net Assets 2015: $13,050,1302015Assets 2016: $13,268,276Liabilities 2016: $68,597Net Assets 2016: $13,199,6792016Assets 2017: $14,118,532Liabilities 2017: $85,471Net Assets 2017: $14,033,0612017Assets 2018: $12,708,446Liabilities 2018: $0Net Assets 2018: $12,708,4462018Assets 2019: $14,701,926Liabilities 2019: $0Net Assets 2019: $14,701,9262019Assets 2020: $16,115,621Liabilities 2020: $49,876Net Assets 2020: $16,065,7452020Assets 2021: $17,295,787Liabilities 2021: $0Net Assets 2021: $17,295,7872021Assets 2022: $14,321,169Liabilities 2022: $448,500Net Assets 2022: $13,872,6692022Assets 2023: $15,183,614Liabilities 2023: $0Net Assets 2023: $15,183,6142023Assets 2024: $15,709,582Liabilities 2024: $0Net Assets 2024: $15,709,5822024

Highlighted filing

2016

Assets$13,268,276
Liabilities$68,597
Net Assets$13,199,679
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,055,679Expenses 2010: $564,127Net Income 2010: $491,5522010Expenses 2011: $518,4502011Expenses 2012: $509,8502012Revenue 2013: $677,562Expenses 2013: $546,017Net Income 2013: $131,5452013Revenue 2014: $714,058Expenses 2014: $573,729Net Income 2014: $140,3292014Revenue 2015: $502,303Expenses 2015: $598,570Net Income 2015: -$96,2672015Revenue 2016: $421,754Expenses 2016: $601,856Net Income 2016: -$180,1022016Revenue 2017: $878,829Expenses 2017: $1,305,223Net Income 2017: -$426,3942017Revenue 2018: $493,722Expenses 2018: $637,098Net Income 2018: -$143,3762018Revenue 2019: $577,604Expenses 2019: $614,955Net Income 2019: -$37,3512019Revenue 2020: $764,565Expenses 2020: $758,135Net Income 2020: $6,4302020Revenue 2021: $1,212,779Expenses 2021: $710,456Net Income 2021: $502,3232021Revenue 2022: $649,072Expenses 2022: $757,217Net Income 2022: -$108,1452022Revenue 2023: $796,278Expenses 2023: $797,407Net Income 2023: -$1,1292023Revenue 2024: $1,046,720Expenses 2024: $800,908Net Income 2024: $245,8122024

Highlighted filing

2016

Revenue$421,754
Expenses$601,856
Net Income-$180,102
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$943,535
Mission and Program Overview

Mission

The brotherton fund was established to support st. Luke's hospital in san francisco, california, and to improve the general health and welfare of the san francisco community served by st. Luke's hospital.

Support st. Luke's campus of cpmc and improve the health and welfare of the sf community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,542,931$11,879,129▲ $336,198
Investments Other Securities$1,505,545$1,351,551▼ $153,994
Savings and Temporary Cash Investments$1,654$37,596▲ $35,942
Total Assets$13,050,130$13,268,276▲ $218,146
Liabilities
Accounts Payable and Accrued Expenses$0$68,597▲ $68,597
Total Liabilities$0$68,597▲ $68,597
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,801,803$9,801,803→ $0
Temporarily Rstr Net Assets$3,248,327$3,397,876▲ $149,549
Total Net Assets Fund Balance$13,050,130$13,199,679▲ $149,549
Total Liabilities and Net Assets / Fund Balance$13,050,130$13,268,276▲ $218,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,351,551--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$13,050,130-▲ $751,405-$13,199,679
2015$14,120,212-▼ $471,512-$13,050,130
2014$14,264,709-▲ $398,277-$14,120,212
2013$12,965,715-▲ $1,817,772-$14,264,709
2012$11,774,076-▲ $1,677,391-$12,965,715
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Anthony MilesChairperson
-Board Member
Amy QuirkBoard Member
Barbara KimportBoard Member
Connie MardikianBoard Member
Maria Vicente-pulettiBoard Member
Yuriko RomerBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$421,754
Other Revenue
$0
Change in Net Assets
$-180,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$424,531
Other Expenses$177,325
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$424,531--$424,531
Fees for Services Management-$138,852-$138,852
Fees for Service Investment Mgmnt Fees-$36,973-$36,973
Fees for Services Legal$1,500--$1,500
Total Functional Expenses$426,031$175,825$0$601,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Pacific Medical Center FndSan Francisco, CA501(c)(3)For the Care of Adult and Children Patients, Service Women and Other Patients in Need, and Nurses Training and Education.$300,000
Episcopal Community ServicesSan Francisco, CA501(c)(3)General Support$15,000
Homeless Prenatal ProjectSan Francisco, CA501(c)(3)General Support$15,000
Larkin Street YouthSan Francisco, CA501(c)(3)General Support$15,000
San Franisco AchieversSan Francisco, CA501(c)(3)General Support$15,000
Boys Hope Girls HopeSan Francisco, CA501(c)(3)General Support$10,000
Good Samaritan Family Resource CenterSan Francisco, CA501(c)(3)General Support$10,000
Grace Cathedral PreschoolSan Francisco, CA501(c)(3)General Support$10,000
Grid AlternativesOakland, CA501(c)(3)General Support for Projects in San Francisco$10,000
San Francisco CasaSan Francisco, CA501(c)(3)General Support$10,000
Help a Mother OutSan Francisco, CA501(c)(3)General Support$5,000
Mission BitSan Francisco, CA501(c)(3)General Support$5,000
Various OrganizationsSan Francisco, CA501(c)(3)General Support$4,531
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The episcopal impact fund 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 C, Line 19

“The information is available upon request.”

Filing and Contact Details

Filer

Filer Name
The Brotherton Fund
EIN
94-3402317
Phone
4158697809
Address
1055 TAYLOR STREET, SAN FRANCISCO, CA 94108

Signing Officer

Name
Anthony Miles
Title
Chairperson
Phone
4158697809
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Miles
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Rina Accountancy Corporation
Address
625 MARKET STREET 15TH FLOOR, SAN FRANCISCO, CA 94105
Preparer
Edward Fahey
Phone
4157774488
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“The audit committee of episcopal impact fund assumes responsibility over the reviewed financial statements. This process has not changed from prior year.”

Raw XML AppendixShowing 400 of 527 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0SUPPORT ST. LUKE'S CAMPUS OF CPMC AND IMPROVE THE HEALTH AND WELFARE OF THE SF COMMUNITY.
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IRS990/Desc0A TOTAL OF $424,531 WAS GRANTED OUT OF THE BROTHERTON FUND IN 2016. A GRANT OF $300,000 WAS PAID TO THE CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION FOR THE BENEFIT OF THE ST. LUKE'S CAMPUS (FORMERLY ST. LUKE'S HOPSITAL). THE REMAINING $124,531 WAS GRANTED TO TWELVE SAN FRANCISCO ORGANIZATIONS, FOCUSING ON LOCAL COMMUNITIES IN NEED. SERVICES SUPPORTED BY THESE GRANTS INCLUDE ALCOHOL AND DRUG RECOVERY PROGRAMS, EDUCATION AND COUNSELING FOR HOMELESS PEOPLE, AFTER-SCHOOL AND SUMMER PROGRAMS FOR AT-RISK YOUTH, ESL AND OTHER PROGRAMS FOR RECENT IMMIGRANTS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION ISSUES GRANTS TO OTHER ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF EPISCOPAL IMPACT FUND AND MEET THE RESTRICTIONS OF THE BROTHERTON ENDOWMENT. SEE SCHEDULE I.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, LINE 6
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0138852
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL IMPACT FUND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0138852
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0177325
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013050130
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013199679
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0424531
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0751405
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0176568
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014120212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013050130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0422002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-471512
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0128900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014264709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014120212
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0413874
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0398277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0124778
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012965715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014264709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0394000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01817772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0121752
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011774076
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012965715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0364000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01677391
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01351551
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74260
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25740
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01351551
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0300000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/CashGrantAmt104531
IRS990ScheduleI/RecipientTable/CashGrantAmt1115000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR THE CARE OF ADULT AND CHILDREN PATIENTS, SERVICE WOMEN AND OTHER PATIENTS IN NEED, AND NURSES TRAINING AND EDUCATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT FOR PROJECTS IN SAN FRANCISCO
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA PACIFIC MEDICAL CENTER FND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EPISCOPAL COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOOD SAMARITAN FAMILY RESOURCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LARKIN STREET YOUTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4GRID ALTERNATIVES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5GRACE CATHEDRAL PRESCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BOYS HOPE GIRLS HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7HOMELESS PRENATAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8HELP A MOTHER OUT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9MISSION BIT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10VARIOUS ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11SAN FRANISCO ACHIEVERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12SAN FRANCISCO CASA
IRS990ScheduleI/RecipientTable/RecipientEIN0942728423
IRS990ScheduleI/RecipientTable/RecipientEIN1946130471
IRS990ScheduleI/RecipientTable/RecipientEIN2943154078
IRS990ScheduleI/RecipientTable/RecipientEIN3942917999
IRS990ScheduleI/RecipientTable/RecipientEIN4260043353
IRS990ScheduleI/RecipientTable/RecipientEIN5941156846
IRS990ScheduleI/RecipientTable/RecipientEIN6912002481
IRS990ScheduleI/RecipientTable/RecipientEIN7943146280
IRS990ScheduleI/RecipientTable/RecipientEIN8943255070
IRS990ScheduleI/RecipientTable/RecipientEIN9460945785
IRS990ScheduleI/RecipientTable/RecipientEIN10999999999
IRS990ScheduleI/RecipientTable/RecipientEIN11451035967
IRS990ScheduleI/RecipientTable/RecipientEIN12943039028
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 7999
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1165 8TH STREET 3RD FLOOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21294 POTRERO STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3134 GOLDEN GATE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41171 OCEAN AVENUE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51100 CALIFORNIA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 347359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt72500 18TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8354 PINE STREET SUITE 700
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91800 OAKDALE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10C/O BROTHERTON FUND 1055 TAYLOR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1123 GEARY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt122535 MISSION STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm8SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm10SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm11SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm12SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094120
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd494608
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd594108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd694134
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd794110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd894104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd994124
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1094108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1194108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1294110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS REQUESTING GRANTS FROM THE BROTHERTON FUND MUST COMPLETE A GRANT APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt013
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EPISCOPAL IMPACT FUND EXECUTIVE COMMITTEE MEETS TO REVIEW AND APPROVE FORM 990.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,268,276
Liabilities
$68,597
Net assets
$13,199,679
Revenue
$421,754
Expenses
$601,856
Net income
-$180,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.00$15.7$1.05$0.80$0.25
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.80$0.80$0.00
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.45$13.9$0.65$0.76$0.11
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.21$0.71$0.50
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.05$16.1$0.76$0.76$0.01
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.58$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.49$0.64$0.14
2017Detailed filing. Detailed filing data is available for this year.$14.1$0.09$14.0$0.88$1.31$0.43
2016Detailed filing. Detailed filing data is available for this year.$13.3$0.07$13.2$0.42$0.60$0.18
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.50$0.60$0.10
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.03$14.1$0.71$0.57$0.14
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.68$0.55$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.00$13.0$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.03$11.8$0.52
2010Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$1.06$0.56$0.49