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US nonprofit · EIN 026138372 · Irvine, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 026138372) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SO), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Philharmonic Foundation of Orange County TR

Donations deductible
Revenue
$148k
year to 30 June 2025
Expenses
$133k
year to 30 June 2025
Total assets
$4.1m
$2k liabilities
Net assets
$4.1m
assets less liabilities
Directors and trustees
7
6.8y av
Staff
0
6 volunteers
Chair observed
≥2 yrs
Jud Crary
Left since last filing
0
no seats appear to have opened
How am I connected?

Philharmonic Foundation of Orange County TR's network

7 people5 organisationsi7 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
JUD Crary ChairChairman2021
5 yrs
Donna KendallEx-Officio Mem.2019
7 yrs
Douglas SmithBoard Member2018
8 yrs
Gary CapataVice Chairman2021
5 yrs
John FlemingEx-Officio Mem.2022
4 yrs
Kimberly BernatzBoard Member2018
8 yrs
Sabra BordasBoard Member2018
8 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Noel HamiltonChairman1$0
Judy CraryChairman1$0
Mirella ReznicVice-Chairman1$0
John FlemingEx-Officio Member1$0
Elaine NeussEx Officio Member1$0
Kimberly BernatzTrustee1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Philharmonic Foundation of Orange County Tr
EIN
026138372
Address
1124 Main Street Suite B B, Irvine, CA, 92614-6760
State
California
Mission
The philharmonic foundation of orange county collects and invests endowment funds received to generate revenue (per donor request) in support of the philharmonic society of orange county (ein: 95-1805452) (as filed on the Form 990)
Activity (NTEE)
T11 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
6 (IRS master file code)
Formed
2002
Principal officer
Roan Alombro (as named on the Form 990)
IRS ruling date
1 October 2002
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
SO (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedPROMOTE MUSICAL APPRECIATIONPhilharmonic Society of Orange County

Longest observed on the filings

≥8years on the filingsDouglas Smith
≥8years on the filingsKimberly Bernatz
≥8years on the filingsSabra Bordas
≥7years on the filingsDonna Kendall

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$4.1m
Total liabilities
$2k
Net assets or fund balances
$4.1m
Contributions and grants received
$0
Program service revenue
$0
Grants and similar paid out
$110k
Employees
0
Volunteers
6

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Philharmonic Society of OcContribution$110k