Nonprofit · EIN 32-6056774
PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR
Also known as ROBERT BIRMAN TTEE
Tax-exempt · SAN FRANCISCO, CA 94102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $0 | $3,779 | -$3,779 | $506,990 | $2,696 | $504,294 |
| June 30, 2024 | 990 | $0 | $6,775 | -$6,775 | $509,421 | $1,348 | $508,073 |
| June 30, 2023 | 990 | $0 | $1,348 | -$1,348 | $514,848 | $0 | $514,848 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,779
Balance sheet and other
- Total assets, start of year
- $509,421
- Total assets, end of year
- $506,990
- Total liabilities, end of year
- $2,696
- Net assets, end of year
- $504,294
- Land, buildings and equipment
- $40,905
- Net assets without donor restrictions
- $504,294
- Gross receipts
- $0
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2006
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHARON DOLAN | INTERIM E.D. Officer | 0 | $0 | $211,268 | $14,706 |
| EMMA MOON | Executive Dir. Officer | 0 | $0 | $26,499 | $0 |
| DOUG TANNER | Director Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| NICHOLAS MCGEGAN | Director Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| REV RICHARD FABIAN | Director Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| ANNE KATZ | President Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| COURTNEY BECK | Executive Dir. Officer | 0 | $0 | $145,174 | $5,600 |
| SHARON DOLAN | Executive Dir. Officer | 0 | $0 | $50,100 | $0 |
| DOUG TANNER | President Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| NICHOLAS MCGEGAN | Director Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| REV RICHARD FABIAN | Director Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Doug Tanner | President Trustee or director, Officer | 0.25 | $0 |
| Nicholas McGegan | Director Trustee or director, Officer | 0.25 | $0 |
| Rev Richard Fabian | Director Trustee or director, Officer | 0.25 | $0 |
| Courtney Beck | Exec Director Officer | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1182 MARKET ST STE 318, SAN FRANCISCO, CA 94102-4919
- In care of
- % ROBERT A BIRMAN
- Principal officer (990 for 2024)
- ANNE KATZ, 1182 MARKET STREET 318, SAN FRANCISCO, CA 94102
- Signed the 990
- ANNE KATZ, President
- Phone
- (415) 252-1288
- Website
- WWW.PHILHARMONIA.ORG
- Return prepared by
- Perotti & Carrade CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 32-6056774 or by the name PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT 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
TO ACQUIRE AND PERPETUALLY MAINTAIN INSTRUMENTS TO BE USED IN ORCHESTRAL PERFORMANCES PRESENTED BY PHILHARMONIA BAROQUE ORCHESTRA.
Program accomplishments
- THE ORGANIZATION EXPENDS FUNDS IN CONNECTION WITH ITS MANDATE TO MAINTAIN AND PRESERVE ITS COLLECTION OF INSTRUMENTS FOR THE PHILHARMONIA BAROQUE ORCHESTRA.Expenses $3,779
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 32-6056774
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $506,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $0 | $3,779 | $506,990 | IRS |
| 990 | June 2024 | $0 | $6,775 | $509,421 | IRS |
| 990 | June 2023 | $0 | $1,348 | $514,848 | XML |
| 990 | June 2022 | $0 | $1,348 | $516,196 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | 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 32-6056774).
Questions about PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR
- What is the EIN of PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR?
- The employer identification number (EIN) of PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR is 32-6056774.
- Is PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT 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 PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT 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 PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR?
- The 990 for the year ended June 30, 2025 names ANNE KATZ.
- Who are the officers and directors of PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PHILHARMONIA BAROQUE ORCHESTRA PERIOD INSTRUMENT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $0, expenses of $3,779 and total assets of $506,990 at year end.
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