Nonprofit · EIN 37-6358288
ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,224 | $35,565 | $9,659 | $902,723 | $0 | $902,723 |
| December 31, 2023 | 990 | -$522 | $22,133 | -$22,655 | $882,092 | $0 | $882,092 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $45,204
- Net gain from sales of assets
- $21,452
- Other revenue
- $20
Expenses
- Grants and similar amounts paid
- $12,009
- Compensation of officers, directors and key employees
- $22,468
- Salaries, compensation and benefits (total)
- $22,468
- Professional fundraising fees
- $0
- Accounting fees
- $750
- Program services (functional)
- $24,008
- Management and general (functional)
- $11,557
Balance sheet and other
- Total assets, start of year
- $882,092
- Total assets, end of year
- $902,723
- Total liabilities, end of year
- $0
- Net assets, end of year
- $902,723
- Publicly traded securities
- $876,735
- Gross receipts
- $465,115
- Employees
- 0
- Year formed
- 1997
- State of legal domicile
- IL
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $11,234 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 1 | $9,818 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCANTILE TRUST COMPANY NA
- Principal officer (990 for 2024)
- US BANK
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (217) 753-7360
- Return prepared by
- PWC US TAX LLP
Mission
SUPPORTING ILLINOIS SYMPHONY ORCHESTRA
Program accomplishments
- ILLINOIS SYMPHONY ORCHESTRAExpenses $24,008 · grants $12,009
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-6358288
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $902,723
- Income (IRS master file)
- $465,115
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,224 | $35,565 | $902,723 | IRS |
| 990 | December 2023 | -$522 | $22,133 | $882,092 | XML |
| 990 | December 2022 | -$10,563 | $53,492 | $904,890 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 37-6358288).
Questions about ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST
- What is the EIN of ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST?
- The employer identification number (EIN) of ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST is 37-6358288.
- Is ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST 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 ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST?
- The 990 for the year ended December 31, 2024 names US BANK.
- Who are the officers and directors of ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $11,234 (US BANK NA, TRUSTEE).
- How much revenue does ILLINOIS SYMPHONY ORCHESTRA IRREVOCABLE ENDOWMENT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,224, expenses of $35,565 and total assets of $902,723 at year end.
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