Nonprofit · EIN 14-1858753
SAN DIEGO SYMPHONY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,818,136 | $6,753,520 | $64,616 | $122,216,757 | $0 | $122,216,757 |
| June 30, 2024 | 990 | $6,443,962 | $6,649,366 | -$205,404 | $115,752,972 | $0 | $115,752,972 |
| June 30, 2023 | 990 | $4,337,118 | $6,548,928 | -$2,211,810 | $110,066,866 | $0 | $110,066,866 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,330,000
- Program service revenue
- $0
- Investment income
- $5,488,136
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,919,800
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,710
- Program services (functional)
- $5,919,800
- Management and general (functional)
- $833,720
Balance sheet and other
- Total assets, start of year
- $115,752,972
- Total assets, end of year
- $122,216,757
- Total liabilities, end of year
- $0
- Net assets, end of year
- $122,216,757
- Net assets with donor restrictions
- $122,216,757
- Gross receipts
- $6,818,136
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2002
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTHA A GILMER | DIRECTOR/PRESIDENT & CEO Trustee or director, Officer | 0.2 | $0 | $534,119 | $70,625 |
| WARREN O KESSLER MD | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DAVID SNYDER | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| SANDRA LEVINSON | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| MITCHELL R WOODBURY | TREASURER Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| EUNICE BRAGIAS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ROBERT CAPLAN ESQ | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| HAL FUSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| SUSAN MALLORY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JEREMY PEARL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK STUART | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTHA A GILMER | DIRECTOR Trustee or director | 0.2 | $0 | $453,095 | $51,912 |
| WARREN O KESSLER MD | CHAIRMAN Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DAVID SNYDER | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| SANDRA LEVINSON | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| MITCHELL R WOODBURY | TREASURER Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| BETH SIRULL | DIRECTOR (THRU 03/24) Trustee or director | 0.2 | $0 | $0 | $0 |
| ELLEN WHELAN | DIRECTOR (THRU 10/23) Trustee or director | 0.2 | $0 | $0 | $0 |
| HAL FUSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JEREMY PEARL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOAN K JACOBS | DIRECTOR (THRU 05/24) Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK STUART | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ROBERT CAPLAN ESQ | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| SUSAN MALLORY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARTHA A GILMER | DIRECTOR Trustee or director | 0.2 | $0 | $454,686 | $29,354 |
| BETH SIRULL | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| DAVID SNYDER | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| HAL FUSON | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOAN K JACOBS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK STUART | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MITCHELL R WOODBURY | TREASURER Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| ROBERT CAPLAN ESQ | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| SANDRA LEVINSON | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| SUSAN MALLORY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| WARREN O KESSLER MD | CHAIRMAN Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| ELLEN WHELAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1245 7TH AVE, SAN DIEGO, CA 92101-4302
- In care of
- % CFO
- Principal officer (990 for 2024)
- WARREN KESSLER, 1245 SEVENTH AVENUE, SAN DIEGO, CA 92101
- Signed the 990
- WARREN KESSLER, CHAIRMAN
- Phone
- (619) 235-0800
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 14-1858753 or by the name SAN DIEGO SYMPHONY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO HOLD, ADMINISTER, INVEST AND DISTRIBUTE ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION ON A REGULAR AND TIMELY BASIS. TO SOLICIT ENDOWMENT FUNDS IN ORDER TO PROVIDE FINANCIAL SUPPORT TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO ENCOURAGE ENDOWMENT GIFTS AND GRANTS IN ANY FORM FROM ANY PERSON OR PERSONS, THE DISTRIBUTIONS FROM WHICH SHALL SUPPORT THE PROGRAMS AND ACTIVITIES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO HOLD ALL THE POWERS GRANTED TO A NONPROFIT PUBLIC BENEFIT CORPORATION BY THE LAWS OF THE STATE OF CALIFORNIA, INCLUDING THOSE POWERS IN NONPROFIT CORPORATIONS CODE SECTION 5140.
Program accomplishments
- SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.Expenses $5,919,800 · grants $5,919,800
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 14-1858753
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $122,216,757
- Income (IRS master file)
- $6,818,136
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,818,136 | $6,753,520 | $122,216,757 | IRS |
| 990 | June 2024 | $6,443,962 | $6,649,366 | $115,752,972 | XML |
| 990 | June 2023 | $4,337,118 | $6,548,928 | $110,066,866 | XML |
| 990 | June 2022 | $1,941,451 | $5,944,483 | $107,205,275 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1858753).
Questions about SAN DIEGO SYMPHONY FOUNDATION
- What is the EIN of SAN DIEGO SYMPHONY FOUNDATION?
- The employer identification number (EIN) of SAN DIEGO SYMPHONY FOUNDATION is 14-1858753.
- Is SAN DIEGO SYMPHONY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SAN DIEGO SYMPHONY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAN DIEGO SYMPHONY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN DIEGO SYMPHONY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO SYMPHONY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN DIEGO SYMPHONY FOUNDATION?
- The 990 for the year ended June 30, 2025 names WARREN KESSLER.
- Who are the officers and directors of SAN DIEGO SYMPHONY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO SYMPHONY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,818,136, expenses of $6,753,520 and total assets of $122,216,757 at year end.
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