Public Charity

CALIFORNIA SYMPHONY ENDOWMENT FUND

CALIFORNIA SYMPHONY ENDOWMENT FUND, of Walnut Creek, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $57K in revenue, $86K in expenses, $1.8M in total assets. 1 publicly reported grants to this organization, totaling roughly $20K, appear in IRS filings.

EIN: 680387268 Walnut Creek, CA Latest filing: 2024
Total Revenue$57K
Total Expenses$86K
Total Assets$1.8M
Grant Records1
Funding Total$20K
Filing Years2020–2024

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.

Officers & Directors

Secretary Barbara Hodgkinson
Director Claire Kinney Berg
Director Dick Hildebrand
President Frederic Happy
EXEC DIRECTOR Lisa Dell

Officer compensation and complete director data available with membership.

Top Grant Purposes

For grant recipient's exempt purposes
$20,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $57K $86K $1.8M
2023 $41K $80K $1.6M
2022 $192K $84K $1.5M
2021 $118K $84K $1.7M
2020 $139K $314K $1.5M

Between 2020 and 2024, reported annual revenue declined from $139K to $57K (-59%), with total assets most recently reported at $1.8M.

Interactive year-over-year charts and full filing details available with membership.

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