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 $295K in revenue, $801K in expenses, $2.5M in total assets for fiscal year 2025. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $331K.

EIN: 800030849 FORT MYERS, FL Single Organization Support NTEE: A11 Latest filing: 2025
Total Revenue$295K
Total Expenses$801K
Total Assets$2.5M
Grant Records2
Funding Total$331K
Filing Years2021–2025

Mission

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

Officers & Directors

PRESIDENT David Hall
TREASURER Edwardo Castro
DIRECTOR Gina Sabiston
DIRECTOR Jack Martin
DIRECTOR John Wright
DIRECTOR Katherine Caldwell

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
2025 $295K $801K $2.5M
2024 $184K $525K $3.0M
2023 $918K $419K $3.2M
2022 $207K $225K $3.0M
2021 $828K $139K $3.5M

Between 2021 and 2025, reported annual revenue declined from $828K to $295K (-64%), with total assets most recently reported at $2.5M.

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

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