Nonprofit · EIN 02-6138372
PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR
Also known as SMITH DOUGLAS H TTEE
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $147,651 | $133,067 | $14,584 | $4,089,615 | $2,100 | $4,087,515 |
| June 30, 2024 | 990 | $116,580 | $145,361 | -$28,781 | $3,823,553 | $0 | $3,823,553 |
| June 30, 2023 | 990 | $89,241 | $175,882 | -$86,641 | $3,606,027 | $0 | $3,606,027 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $147,651
- Net gain from sales of assets
- $1,178
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $110,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,688
- Program services (functional)
- $110,000
- Management and general (functional)
- $23,067
Balance sheet and other
- Total assets, start of year
- $3,823,553
- Total assets, end of year
- $4,089,615
- Total liabilities, end of year
- $2,100
- Net assets, end of year
- $4,087,515
- Publicly traded securities
- $4,036,109
- Net assets without donor restrictions
- $516,124
- Net assets with donor restrictions
- $3,571,391
- Gross receipts
- $3,863,205
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2002
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NOEL HAMILTON | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JUDY CRARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MIRELLA REZNIC | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOHN FLEMING | EX-OFFICIO MEMBER Trustee or director | 1 | $0 |
| ELAINE NEUSS | EX OFFICIO MEMBER Trustee or director | 1 | $0 |
| KIMBERLY BERNATZ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NOEL HAMILTON | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JUDY CRARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SABRA BORDAS | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY BERNATZ | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUGLAS SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DONNA KENDALL | EX-OFFICIO MEM. Trustee or director | 1 | $0 |
| JOHN FLEMING | EX-OFFICIO MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUD CRARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| GARY CAPATA | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KIMBERLY BERNATZ | BOARD MEMBER Trustee or director | 1 | $0 |
| SABRA BORDAS | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUGLAS SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| DONNA KENDALL | EX-OFFICIO MEM. Trustee or director | 1 | $0 |
| JOHN FLEMING | EX-OFFICIO MEM. Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1124 MAIN STREET SUITE B B, IRVINE, CA 92614-6760
- Principal officer (990 for 2024)
- ROAN ALOMBRO, 1124 MAIN STREET SUITE B B, IRVINE, CA 92614
- Signed the 990
- NOEL HAMILTON, CHAIRMAN
- Phone
- (949) 553-2422
- Website
- PHILHARMONICSOCIETY.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 02-6138372 or by the name PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR.
- 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 PHILHARMONIC FOUNDATION OF ORANGE COUNTY COLLECTS AND INVESTS ENDOWMENT FUNDS RECEIVED TO GENERATE REVENUE (PER DONOR REQUEST) IN SUPPORT OF THE PHILHARMONIC SOCIETY OF ORANGE COUNTY (EIN: 95-1805452)
Program accomplishments
- THE PURPOE OF THE PHILHARMONIC FOUNDATION OF ORANGE COUNTY SHALL BE TO ACCEPT AND MANAGE FUNDS TO BE HELD AS ENDOWMENT FOR THE PHILHARMONIC SOCIETY OF ORANGE COUNTY AND TO MAKE DISTRIBUTIONS TO THAT ORGANIZATION AS PROVIDED IN THR TRUST AGREEMENT.Expenses $110,000 · grants $110,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-6138372
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $4,089,615
- Income (IRS master file)
- $3,863,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $147,651 | $133,067 | $4,089,615 | IRS |
| 990 | June 2024 | $116,580 | $145,361 | $3,823,553 | IRS |
| 990 | June 2023 | $89,241 | $175,882 | $3,606,027 | XML |
| 990 | June 2022 | $476,345 | $163,795 | $3,532,791 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 02-6138372).
Questions about PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR
- What is the EIN of PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR?
- The employer identification number (EIN) of PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR is 02-6138372.
- Is PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR 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 PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR?
- The 990 for the year ended June 30, 2025 names ROAN ALOMBRO.
- Who are the officers and directors of PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PHILHARMONIC FOUNDATION OF ORANGE COUNTY TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $147,651, expenses of $133,067 and total assets of $4,089,615 at year end.
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All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations