Nonprofit · EIN 33-0519746
SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,376,387 | $230,457 | $1,145,930 | $4,440,990 | $0 | $4,440,990 |
| June 30, 2024 | 990 | $118,615 | $225,040 | -$106,425 | $3,295,069 | $0 | $3,295,069 |
| June 30, 2023 | 990 | $72,583 | $217,557 | -$144,974 | $3,401,579 | $0 | $3,401,579 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $499,874
- Program service revenue
- $0
- Investment income
- $876,513
- Net gain from sales of assets
- $728,606
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $190,684
- Compensation of officers, directors and key employees
- $36,104
- Salaries, compensation and benefits (total)
- $36,104
- Professional fundraising fees
- $0
- Accounting fees
- $750
- Program services (functional)
- $195,044
- Management and general (functional)
- $35,413
Balance sheet and other
- Total assets, start of year
- $3,295,069
- Total assets, end of year
- $4,440,990
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,440,990
- Publicly traded securities
- $4,265,157
- Gross receipts
- $4,399,203
- Employees
- 0
- Year formed
- 1991
- 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 |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | – | $36,104 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | 1 | $31,579 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE Institutional trustee | 1 | $26,815 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MUFG UNION BNAK IN TTEE
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (213) 236-7327
- Return prepared by
- PWC US TAX LLP
Mission
INCOME EARNED ON CONTRIBUTIONS IS DISTRIBUTED TO SUPPORT THE SAN DIEGO OPERA ASSOCIATION FOR USE IN ITS EXEMPT PURPOSE
Program accomplishments
- GRANT PAID TO SUPPORTED ORGANIZATION - SAN DIEGO OPERA ASSOCIATIONExpenses $195,044 · grants $190,684
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
- 33-0519746
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6A0)
- Assets (IRS master file)
- $4,440,990
- Income (IRS master file)
- $4,399,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,376,387 | $230,457 | $4,440,990 | IRS |
| 990 | June 2024 | $118,615 | $225,040 | $3,295,069 | XML |
| 990 | June 2023 | $72,583 | $217,557 | $3,401,579 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 33-0519746).
Questions about SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR
- What is the EIN of SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR?
- The employer identification number (EIN) of SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR is 33-0519746.
- Is SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR 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 OPERA ASSOCIATION ENDOWMENT TR 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 OPERA ASSOCIATION ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,104 (US BANK N A, TRUSTEE).
- How much revenue does SAN DIEGO OPERA ASSOCIATION ENDOWMENT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,376,387, expenses of $230,457 and total assets of $4,440,990 at year end.
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