Nonprofit · EIN 77-0329309
BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION
Tax-exempt · BAKERSFIELD, CA 93314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $379,986 | $151,538 | $228,448 | $3,101,097 | $0 | $3,101,097 |
| June 30, 2024 | 990 | $191,351 | $130,226 | $61,125 | $2,725,517 | $0 | $2,725,517 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $204,000
- Program service revenue
- $0
- Investment income
- $175,986
- Net gain from sales of assets
- $96,010
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $129,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $950
- Program services (functional)
- $129,500
- Management and general (functional)
- $22,038
Balance sheet and other
- Total assets, start of year
- $2,725,517
- Total assets, end of year
- $3,101,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,101,097
- Publicly traded securities
- $3,028,898
- Gross receipts
- $1,113,319
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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 |
|---|---|---|---|
| JAMES A BELL | PRESIDENT/CEO Trustee or director, Officer | 0 | $0 |
| NANCY L OEHLER | SECRETARY/TREASURER Trustee or director, Officer | 0 | $0 |
| F NEIL WALKER | DIRECTOR Trustee or director | 0 | $0 |
| BRYAN BURROW | DIRECTOR Trustee or director | 0 | $0 |
| CHRISTOPHER W HAMILTON | DIRECTOR Trustee or director | 0 | $0 |
| REBECCA BROOKS | DIRECTOR Trustee or director | 0 | $0 |
| MATTHEW MALERICH | DIRECTOR Trustee or director | 0 | $0 |
| W MICHAEL CHERTOK | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES A BELL | President Trustee or director, Officer | 0 | $0 |
| MICHAEL CHERTOK | Director Trustee or director | 0 | $0 |
| NEIL WALKER | Director Trustee or director | 0 | $0 |
| MATTHEW MALERICH | Director Trustee or director | 0 | $0 |
| CHRIS HAMILTON | Director Trustee or director | 0 | $0 |
| NANCY OEHLER | Secretary/Treas Trustee or director, Officer | 0 | $0 |
| REBECCA BROOKS | Director Trustee or director | 0 | $0 |
| BRYAN BURROW | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 136 ALLEN RD STE 100-1088, BAKERSFIELD, CA 93314-3710
- In care of
- % WILLIAM P HARPER
- Principal officer (990 for 2024)
- JAMES A BELL, 136 ALLEN RD STE 100-1088, BAKERSFIELD, CA 93314
- Signed the 990
- JAMES A BELL, PRESIDENT/CEO
- Phone
- (661) 364-1555
- Return prepared by
- BARBICH HOOPER KING DILL HOFFMAN
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0329309 or by the name BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION.
- 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 PROMOTE MUSICAL AWARENESS THROUGH THE BAKERSFIELD SYMPHONY ORCHESTRA.
Program accomplishments
- ASSIST BAKERSFIELD SYMPHONY ORCHESTRA TO RAISE AWARENESS TO CLASSICAL MUSIC.Expenses $129,500 · grants $129,500
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
- 77-0329309
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,481,770
- Income (IRS master file)
- $1,622,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $379,986 | $151,538 | $3,101,097 | IRS |
| 990 | June 2024 | $191,351 | $130,226 | $2,725,517 | XML |
| 990 | June 2023 | $137,034 | $147,773 | $2,432,101 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 77-0329309).
Questions about BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION
- What is the EIN of BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION is 77-0329309.
- Is BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION 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 BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION 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 BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION 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 BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 names JAMES A BELL.
- Who are the officers and directors of BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $379,986, expenses of $151,538 and total assets of $3,101,097 at year end.
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