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California Symphony Endowment Fund

  • Walnut Creek, CA
  • Tax-exempt since Sept. 1997
  • EIN: 68-0387268

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Symphony Orchestras (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$57.4k (2024)

Expenses
$85.5k (2024)

Total Assets
$1.77M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,424
Expenses
$85,519
Net Income
-$28,095
Net Assets
$1,771,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,023
1.8%
Program Services $0
Investment Income $56,401
98.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,771,197
Total Liabilities $0
Net Assets $1,771,197
Compensation
Key Employees and Officers Compensation Related Other
Frederic Happy (President) $0 $0 $0
Barbara Hodgkinson (Secretary) $0 $0 $0
Dick Hildebrand (Director) $0 $0 $0
Claire Kinney Berg (Director) $0 $0 $0
Lisa Dell (Exec Director) $0 $0 $0
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Document Links

990
Filed on June 11, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,274
Expenses
$79,987
Net Income
-$38,713
Net Assets
$1,604,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $41,274
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,604,219
Total Liabilities $0
Net Assets $1,604,219
Compensation
Key Employees and Officers Compensation Related Other
Frederic Happy (President) $0 $0 $0
Barbara Hodgkinson (Secretary) $0 $0 $0
Dick Hildebrand (Director) $0 $0 $0
Claire Kinney Berg (Director) $0 $0 $0
Lisa Dell (Exec Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 10, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,495
Expenses
$83,646
Net Income
$108,849
Net Assets
$1,527,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $192,495
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,527,207
Total Liabilities $0
Net Assets $1,527,207
Compensation
Key Employees and Officers Compensation Related Other
Frederic Happy (President) $0 $0 $0
Barbara Hodgkinson (Secretary) $0 $0 $0
Dick Hildebrand (Director) $0 $0 $0
Claire Kinney Berg (Director) $0 $0 $0
Lisa Dell (Exec Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 28, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,232
Expenses
$83,598
Net Income
$34,634
Net Assets
$1,725,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000
1.7%
Program Services $0
Investment Income $116,232
98.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,725,254
Total Liabilities $0
Net Assets $1,725,254
Compensation
Key Employees and Officers Compensation Related Other
Lisa Dell (Exec Director) $0 $131,400 $0
Frederic Happy (President) $0 $0 $0
Barbara Hodgkinson (Secretary) $0 $0 $0
Dick Hildebrand (Director) $0 $0 $0
Claire Kinney (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on June 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,354
Expenses
$313,870
Net Income
-$174,516
Net Assets
$1,548,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $139,354
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,548,233
Total Liabilities $0
Net Assets $1,548,233
Compensation
Key Employees and Officers Compensation Related Other
Frederic Happy (President) $0 $0 $0
Dick Hildebrand (Board Member) $0 $0 $0
Barbara Hodgkinson (Secretary) $0 $0 $0

Document Links

990
Filed on May 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,048,682
Expenses
$63,630
Net Income
$985,052
Net Assets
$1,785,826
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
95.4%
Program Services $0
Investment Income $48,682
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,785,826
Total Liabilities $0
Net Assets $1,785,826
Compensation
Key Employees and Officers Compensation Related Other
Ralph Haskew (President) $0 $0 $0
Barbara Hodgkinson (Treasurer) $0 $0 $0
Aubrey Bergauer (Exec Director) $0 $0 $0

Document Links

990
Filed on May 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,659
Expenses
$36,674
Net Income
-$9,015
Net Assets
$730,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,659
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $730,940
Total Liabilities $0
Net Assets $730,940
Compensation
Key Employees and Officers Compensation Related Other
Ralph Haskew (President) $0 $0 $0
Barbara Hodgkinson (Treasurer) $0 $0 $0
Aubrey Bergauer (Exec Director) $0 $0 $0

Document Links

990
Filed on April 22, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,837
Expenses
$35,996
Net Income
$17,841
Net Assets
$719,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $53,837
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $719,076
Total Liabilities $0
Net Assets $719,076
Compensation
Key Employees and Officers Compensation Related Other
John P Lynn (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0

Document Links

990
Filed on Dec. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,780
Expenses
$36,131
Net Income
-$17,351
Net Assets
$702,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $18,780
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $702,792
Total Liabilities $0
Net Assets $702,792
Compensation
Key Employees and Officers Compensation Related Other
John P Lynn (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Leonard M Sperry Jr (Secretary) $0 $0 $0
Charles Greenberg (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 5, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,012
Expenses
$89,584
Net Income
-$62,572
Net Assets
$704,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,012
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $704,728
Total Liabilities $0
Net Assets $704,728
Compensation
Key Employees and Officers Compensation Related Other
John P Lynn (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Leonard M Sperry Jr (Secretary) $0 $0 $0
Charles Greenberg (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,447
Expenses
$4,942
Net Income
$1,505
Net Assets
$888,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,447
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $888,488
Total Liabilities $0
Net Assets $888,488
Compensation
Key Employees and Officers Compensation Related Other
John P Lynn (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Leonard M Sperry Jr (Secretary) $0 $0 $0
Charles Greenberg (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,197
Expenses
$5,903
Net Income
$8,294
Net Assets
$850,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $14,197
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $850,594
Total Liabilities $0
Net Assets $850,594

Document Links

990
Filed on March 21, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,980
Expenses
$5,536
Net Income
$24,444
Net Assets
$825,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29,980
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $825,321
Total Liabilities $0
Net Assets $825,321

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,921
Expenses
$5,130
Net Income
$21,791
Net Assets
$777,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $26,921
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $777,113
Total Liabilities $0
Net Assets $777,113

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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