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California · Nonprofit

BERKELEY SYMPHONY ORCHESTRA

BERKELEY SYMPHONY ORCHESTRA (California) receives grants from 26 organizations whose IRS filings report $1,633,470 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($473,624). 16 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$601k
Funders on record
26
Grants received
$1.6M
Net assets
$546k
16/26 repeat funderspeak grant-dependency 45%
01What it does

What Berkeley Symphony Orchestra does

Mission

The mission of berkeley symphony is to celebrate our unique and diverse community through music-creating live performances and educational programs to engage the curiosity, spirit, and intellect of our audiences.

As stated on its FY2025 Form 990.

Programs

  1. Symphonic Concerts: Berkeley Symphony offers symphonic concerts, three during fiscal year ended July 31, 2025, located at Zellerbach Hall, Berkeley.

    $713,773 spent
    80% of program spending
  2. Music in the Schools: Berkeley Symphony provides award-winning comprehensive and year-round music education programs in all 11 Berkeley Public elementary schools and 3 middle schools.

    $154,319 spent
    17% of program spending
  3. Berkeley Symphony & Friends Chamber Concerts: Berkeley Symphony's 5 chamber concerts provide opportunities for musicians to perform in the East Bay and expands our audience with performances in an intimate chamber setting at Piedmont Center for the Arts.

    $28,302 spent
    3% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $896,394.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.4M) Expenses 100 ($1.2M) Net assets 100 ($375k)2018 Revenue 123 ($1.7M) Expenses 130 ($1.6M) Net assets 130 ($487k)2019 Revenue 96 ($1.3M) Expenses 112 ($1.3M) Net assets 119 ($448k)2020 Revenue 70 ($950k) Expenses 97 ($1.2M) Net assets 63 ($236k)2021 Revenue 78 ($1.1M) Expenses 62 ($745k) Net assets 146 ($549k)2022 Revenue 125 ($1.7M) Expenses 122 ($1.5M) Net assets 209 ($784k)2023 Revenue 161 ($2.2M) Expenses 139 ($1.7M) Net assets 350 ($1.3M)2024 Revenue 156 ($2.1M) Expenses 171 ($2.1M) Net assets 368 ($1.4M)2025 Revenue 44 ($601k) Expenses 119 ($1.4M) Net assets 146 ($546k)
'17'18'19'20'21'22'23'24'25
Revenue (44)Expenses (119)Net assets (146)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.6M to $701k (−55%).

$529k
$605k
$633k
$473k
$813k
$925k
$1.5M
$1.6M
$701k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 2% · 2018 3% · 2019 2% · 2020 5% · 2021 21% · 2022 14% · 2023 14% · 2024 2% · 2025 5%. Grants only. Government contracts and fees sit inside program revenue.

89% of BERKELEY SYMPHONY ORCHESTRA’s revenue is contributions — more donation-reliant than the typical peer (64% for the typical peer).

This organization
Typical peer · 19,547 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$158k
’17
$114k
’18
−$42k
’19
−$212k
’20
$313k
’21
$235k
’22
$530k
’23
$61k
’24
−$834k
’25
4.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed201720201919191914
Joined·+0+4+2+1+3+3+4+2
No longer listed·31223347
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 10 funders, grant income fell $195k → $122k.

12 of 26 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 55% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of BERKELEY SYMPHONY ORCHESTRA’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

BERKELEY SYMPHONY ORCHESTRA leans on a few funders — its largest provides 29% of grant income and the top three 63%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

63% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund BERKELEY SYMPHONY ORCHESTRA.

29%
largest funder
63%
top three
~6
effective funders

Largest funder’s share by year: 2017 57% · 2018 63% · 2019 34% · 2020 52% · 2021 33% · 2022 34% · 2023 29% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

40% of BERKELEY SYMPHONY ORCHESTRA's funders are still giving 3 years after their first grant; 62% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

55% of BERKELEY SYMPHONY ORCHESTRA's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $731k that is directly attributable, 93% of it comes from California funders.

IL
NY
MA
CA
NC

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $902k arriving through sponsors registered in 10 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

BERKELEY SYMPHONY ORCHESTRA's revenue fell 56% between 2017 and 2025.

Operating margin−139% · bottom quartile
Months of reserve4.8mo · below the median
Revenue growth (annualized)−10% · bottom quartile

this organization peer median middle 50% of peers· 11,634 arts & culture nonprofits $100k–$1M, FY2025

Government funding BERKELEY SYMPHONY ORCHESTRA receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $155k on record.

Federal$155k
grants $155kcontracts $0
17
18
19
20
21
22
23
24
25
Top agencies
  • National Endowment for the Arts$155k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like BERKELEY SYMPHONY ORCHESTRA

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

62% of spending goes to programs.

Program 62%Management 24%Fundraising 14%

Governance

12
board members
92%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

64%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for BERKELEY SYMPHONY ORCHESTRA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds BERKELEY SYMPHONY ORCHESTRA?
BERKELEY SYMPHONY ORCHESTRA (California) receives grants from 26 organizations whose IRS filings report $1,633,470 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($473,624). 16 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does BERKELEY SYMPHONY ORCHESTRA have?
IRS filings report 26 organizations giving $1,633,470 in grants to BERKELEY SYMPHONY ORCHESTRA, 16 of which have funded it in more than one year.
Who is the largest funder of BERKELEY SYMPHONY ORCHESTRA?
DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $473,624 in grants. The full list of funders is on this page.
How can an organization like BERKELEY SYMPHONY ORCHESTRA find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Berkeley Symphony Orchestra →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 26 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing