Nonprofit · EIN 68-0387268
CALIFORNIA SYMPHONY ENDOWMENT FUND
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $66,832 | $297,092 | -$230,260 | $1,666,368 | $0 | $1,666,368 |
| July 31, 2024 | 990 | $57,424 | $85,519 | -$28,095 | $1,771,197 | $0 | $1,771,197 |
| July 31, 2023 | 990 | $41,274 | $79,987 | -$38,713 | $1,604,219 | $0 | $1,604,219 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Program service revenue
- $0
- Investment income
- $65,832
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $283,250
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $283,250
- Management and general (functional)
- $13,842
Balance sheet and other
- Total assets, start of year
- $1,771,197
- Total assets, end of year
- $1,666,368
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,666,368
- Net assets without donor restrictions
- $566,368
- Net assets with donor restrictions
- $1,100,000
- Gross receipts
- $66,832
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1996
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lisa Dell | EXEC DIRECTOR Officer | 0 | $0 | $175,000 | $6,000 |
| Frederic Happy | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Barbara Hodgkinson | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Richard Hildebrand | Director Trustee or director | 1 | $0 | $0 | $0 |
| Claire Kinney Berg | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frederic Happy | President Trustee or director, Officer | 1 | $0 |
| Barbara Hodgkinson | Secretary Trustee or director, Officer | 1 | $0 |
| Dick Hildebrand | Director Trustee or director | 1 | $0 |
| Claire Kinney Berg | Director Trustee or director | 1 | $0 |
| Lisa Dell | EXEC DIRECTOR Officer | 0 | $0 |
990 for the year ended July 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frederic Happy | President Trustee or director, Officer | 1 | $0 |
| Barbara Hodgkinson | Secretary Trustee or director, Officer | 1 | $0 |
| Dick Hildebrand | Director Trustee or director | 1 | $0 |
| Claire Kinney Berg | Director Trustee or director | 1 | $0 |
| Lisa Dell | EXEC DIRECTOR Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 PRINGLE AVE STE 540, WALNUT CREEK, CA 94596-7369
- In care of
- % LEONARD M SPERRY SEC
- Principal officer (990 for 2024)
- Barbara Hodgkinson, 100 Pringle Avenue 540, Walnut Creek, CA 94596
- Signed the 990
- Barbara Hodgkinson, President
- Phone
- (925) 280-2490
- Website
- www.californiasymphony.org
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0387268 or by the name CALIFORNIA SYMPHONY ENDOWMENT 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 CALIFORNIA SYMPHONY ENDOWMENT FUND WAS CREATED TO ATTRACT ENDOWMENT FUNDS RESTRICTED BOTH IN PERPETUITY and by Time/purpose IN SUPPORT OF THE CALIFORNIA SYMPHONY ORCHESTRA, INC., A 501(C)(3) NONPROFIT CALIFORNIA CORPORATION.
Program accomplishments
- NOTE----FUNDS IN THE ENDOWMENT REPRESENT NET ASSETS WITH DONOR RESTRICTIONS - IN PERPETUITY AND NET ASSETS WITH DONOR RESTRICTIONS - TIME AND PURPOSE. THE EARNINGS FROM INVESTMENTS, UNDER CALIFORNIA LAW, ARE UTILIZED TO HELP AUGMENT THE OPERATING ACTIVITIES OF THE CALIFORNIA SYMPHONY ORCHESTRA.DURING THE YEAR ENDED JULY 31, 2025, THE CALIFORNIA SYMPHONY ENDOWMENT FUND REMITTED funds THE AMOUNT OF $283,250 TO THE CALIFORNIA SYMPHONY ORCHESTRA.Expenses $283,250 · grants $283,250
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 68-0387268
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $1,666,368
- Income (IRS master file)
- $66,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $66,832 | $297,092 | $1,666,368 | XML |
| 990 | July 2024 | $57,424 | $85,519 | $1,771,197 | XML |
| 990 | July 2023 | $41,274 | $79,987 | $1,604,219 | XML |
| 990 | July 2022 | $192,495 | $83,646 | $1,527,207 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 68-0387268).
Questions about CALIFORNIA SYMPHONY ENDOWMENT FUND
- What is the EIN of CALIFORNIA SYMPHONY ENDOWMENT FUND?
- The employer identification number (EIN) of CALIFORNIA SYMPHONY ENDOWMENT FUND is 68-0387268.
- Is CALIFORNIA SYMPHONY ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CALIFORNIA SYMPHONY ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA SYMPHONY ENDOWMENT 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 CALIFORNIA SYMPHONY ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA SYMPHONY ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of CALIFORNIA SYMPHONY ENDOWMENT FUND?
- The 990 for the year ended July 31, 2025 names Barbara Hodgkinson.
- Who are the officers and directors of CALIFORNIA SYMPHONY ENDOWMENT FUND?
- The 990 for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SYMPHONY ENDOWMENT FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $66,832, expenses of $297,092 and total assets of $1,666,368 at year end.
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