Public Charity

SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC

Based in FORT MYERS, FL, SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC operates as a Public Charity. The organization reported $184K in revenue, $525K in expenses, $3.0M in total assets for fiscal year 2024. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $331K.

EIN: 800030849 FORT MYERS, FL Latest filing: 2024
Total Revenue$184K
Total Expenses$525K
Total Assets$3.0M
Grant Records2
Funding Total$331K
Filing Years2020–2024

Mission

TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC.

Officers & Directors

PRESIDENT Corey Vertich
SECRETARY Cynthia Duff
TREASURER Edwardo Castro
DIRECTOR Gina Sabiston
DIRECTOR Jack Martin
DIRECTOR John Wright

Officer compensation and complete director data available with membership.

Top Grant Purposes

FUND ENDOWMENT WITH LEGACY GIFTS RECEIVED FROM DONORS
$325,000 1 grant
For grant recipient's exempt purposes
$6,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $184K $525K $3.0M
2023 $918K $419K $3.2M
2022 $207K $225K $3.0M
2021 $828K $139K $3.5M
2020 $95K $268K $2.2M

Between 2020 and 2024, reported annual revenue grew from $95K to $184K (+94%), with total assets most recently reported at $3.0M.

Interactive year-over-year charts and full filing details available with membership.

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