Nonprofit · EIN 80-0030849
SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $295,060 | $801,396 | -$506,336 | $2,540,375 | $0 | $2,540,375 |
| June 30, 2024 | 990 | $184,036 | $524,654 | -$340,618 | $2,999,829 | $0 | $2,999,829 |
| June 30, 2023 | 990 | $917,592 | $419,302 | $498,290 | $3,156,474 | $0 | $3,156,474 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $59,889
- Program service revenue
- $0
- Investment income
- $233,371
- Royalties
- $1,800
- Net gain from sales of assets
- $179,954
- Other revenue
- $1,800
Expenses
- Grants and similar amounts paid
- $742,073
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Occupancy
- $298
- Program services (functional)
- $742,073
- Management and general (functional)
- $59,323
Balance sheet and other
- Total assets, start of year
- $2,999,829
- Total assets, end of year
- $2,540,375
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,540,375
- Publicly traded securities
- $2,514,857
- Net assets without donor restrictions
- $2,348,200
- Net assets with donor restrictions
- $192,175
- Gross receipts
- $783,852
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2000
- State of legal domicile
- FL
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 |
|---|---|---|---|
| KATHERINE CALDWELL | DIRECTOR Trustee or director | 1 | $0 |
| EDWARDO CASTRO | TREASURER Trustee or director, Officer | 1 | $0 |
| ROZ LESSER | DIRECTOR Trustee or director | 1 | $0 |
| GINA SABISTON | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS KRACMER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAVID HALL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| JACK MARTIN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CALDWELL | DIRECTOR Trustee or director | 1 | $0 |
| EDWARDO CASTRO | TREASURER Trustee or director, Officer | 1 | $0 |
| CYNTHIA DUFF | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROZ LESSER | DIRECTOR Trustee or director | 1 | $0 |
| GINA SABISTON | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS KRACMER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| COREY VERTICH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| JACK MARTIN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CALDWELL | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT DIEFENBACH | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA DUFF | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT GREGORY | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID CARLETON HALL | TREASURER Trustee or director, Officer | 1 | $0 |
| TOM KRACMER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| COREY VERTICH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| JACK MARTIN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9311 COLLEGE PARKWAY, FORT MYERS, FL 33919-4814
- In care of
- % SHIRLEY FURRY
- Principal officer (990 for 2024)
- EDWARDO CASTRO, 9311 COLLEGE PARKWAY, FORT MYERS, FL 33919
- Signed the 990
- EDWARDO CASTRO, TREASURER
- Phone
- (239) 274-6277
- Return prepared by
- WILTSHIRE WHITLEY RICHARDSON ENGLISH PA
Mission
TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC.
Program accomplishments
- THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC.Expenses $731,073 · grants $731,073
- THE ORGANIZATION PROVIDES SCHOLARSHIPS TO VOCAL MUSIC STUDENTS TO ATTEND COLLEGE.Expenses $11,000 · grants $11,000
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
- 80-0030849
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A116)
- Assets (IRS master file)
- $2,540,375
- Income (IRS master file)
- $783,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $295,060 | $801,396 | $2,540,375 | IRS |
| 990 | June 2024 | $184,036 | $524,654 | $2,999,829 | XML |
| 990 | June 2023 | $917,592 | $419,302 | $3,156,474 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 80-0030849).
Questions about SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC
- What is the EIN of SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC?
- The employer identification number (EIN) of SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC is 80-0030849.
- Is SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 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 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 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 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 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 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names EDWARDO CASTRO.
- Who are the officers and directors of SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $295,060, expenses of $801,396 and total assets of $2,540,375 at year end.
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