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EIN 80-0030849

Southwest Florida Symphony Endowment Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Fort Myers
State
Florida
Year formed
2000
Most recent tax filings
2023-06-01
NTEE code, primary
A69: Symphony Orchestras
Description
The foundation manages investments for the Southwest Florida Symphony Orchestra and Chorus Association and provides college scholarships to vocal music students.
Total revenues
$917,592
2023
Total expenses
$419,302
2023
Total assets
$3,156,474
2023
Num. employees
0
2023

Program areas at Southwest Florida Symphony Endowment Foundation

The organization provides for the management of endowments and investments on behalf of the Southwest Florida Symphony orchestra and chorus association, Inc.
The organization provides scholarships to vocal music students to attend college.

Grants made by Southwest Florida Symphony Endowment Foundation

GranteeGrant descriptionAmount
Southwest Florida Symphony Orchestra and Chorus AssociationAnnual Draw / Awards$398,000

Personnel at Southwest Florida Symphony Endowment Foundation

NameTitleCompensation
David Carleton HallTreasurer$0
Keenan RileyMarketing and Creative Director
Katherine BaloffOrchestra Personnel Manager
Isaac Fernandez HernandezYouth Orchestra Manager
Corey VertichBoard Member$0
...and 4 more key personnel

Financials for Southwest Florida Symphony Endowment Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$353,910
Program services$0
Investment income and dividends$79,181
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$484,501
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$917,592

Form 990s for Southwest Florida Symphony Endowment Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-01-15990View PDF
2022-062022-08-23990View PDF
2021-062021-11-01990View PDF
2020-062020-11-19990View PDF
2019-062020-01-10990View PDF
...and 9 more Form 990s
Data update history
May 23, 2024
Updated personnel
Identified 1 new personnel
May 20, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 8, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 18, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Arts, culture, and humanities nonprofitsPerforming arts organizationsOperas and symphoniesMusical groupsCharities
Issues
EducationArts, cultural, and humanities
Characteristics
Provides grantsState / local levelEndowed supportProvides scholarshipsTax deductible donationsNo full-time employees
General information
Address
7500 College Pkwy Suite 200
Fort Myers, FL 33907
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Website URL
swflso.org/endowment-fund/ 
Phone
(239) 910-3673
IRS details
EIN
80-0030849
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
A69: Symphony Orchestras
NAICS code, primary
711130: Musical Groups and Artists
Parent/child status
Independent
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