SD Opera Assoc Endow Tr Tai

Public charity · Grantmaker Milwaukee, WI EIN: 33-0519746

Income earned on contributions is distributed to support the san diego opera association for use in its exempt purpose

Key facts about SD Opera Assoc Endow Tr Tai

In short: SD Opera Assoc Endow Tr Tai gave $191K across 1 grant in 2025 (avg $191K), mostly in California. Source: 2025 IRS Form 990.

EIN
33-0519746
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$190,684
Grants made (2025)
1
Average grant
$190,684
Median grant
$190,684
Total assets
$4,440,990
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$4.4M

+34.8% YoY

Annual Giving

$191K

+0.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$191K

+0.3% YoY

About SD Opera Assoc Endow Tr Tai

Based on IRS filings

SD Opera Assoc Endow Tr Tai is a public charity focused on Arts, Culture & Humanities, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 1 grant totaling $191K. Net investment income was $877K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

San Diego

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200KTotal only2021 Total only2022 Total only2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $178K (2021) to $191K (2025). In 2025 it made 1 grant totaling $191K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

San Diego Opera Association: $191KSan Diego Opera Association$191K

The largest 2025 recipient was San Diego Opera Association ($191K).

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
San Diego Opera Association San Diego, CAGeneral Support$190,684

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M$2M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,440,990$3,295,069$3,401,579
Revenue$1,376,387$118,615$72,583
Expenses$230,457$225,040$217,557
Net Investment Income$876,513$118,615$53,561

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS October 15, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS October 26, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS November 7, 2024)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS November 10, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

SD Opera Assoc Endow Tr Tai's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2023

    $27K (2023) → $36K (2025)

Former officers (1)
  • Former: Mufg Union Bank N A (2021–2022) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $36KUS Bank N aTrustee$36K

The highest reported compensation on the 2025 filing was $36K, to US Bank N a (Trustee).

Frequently asked questions about SD Opera Assoc Endow Tr Tai

How much does SD Opera Assoc Endow Tr Tai give each year?

SD Opera Assoc Endow Tr Tai gave $191K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $190K across 1 grant.

How large is SD Opera Assoc Endow Tr Tai?

SD Opera Assoc Endow Tr Tai reported $4.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.4M.

What is SD Opera Assoc Endow Tr Tai?

SD Opera Assoc Endow Tr Tai is a public charity focused on Arts, Culture & Humanities, based in Milwaukee, WI. It holds $4.4M in total assets as of 2025.

Where does SD Opera Assoc Endow Tr Tai operate?

SD Opera Assoc Endow Tr Tai has awarded grants in California.

What is SD Opera Assoc Endow Tr Tai's EIN?

SD Opera Assoc Endow Tr Tai's EIN (Employer Identification Number) is 33-0519746. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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