Nonprofit · EIN 39-6096874
MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST
Tax-exempt · MILWAUKEE, WI 53203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $173,402 | $91,212 | $82,190 | $2,151,216 | $1,820 | $2,149,396 |
| August 31, 2024 | 990 | $80,563 | $90,748 | -$10,185 | $2,056,176 | $0 | $2,056,176 |
| August 31, 2023 | 990 | $51,966 | $93,917 | -$41,951 | $1,883,416 | $0 | $1,883,416 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $168,400
- Net gain from sales of assets
- $110,130
- Other revenue
- $5,002
Expenses
- Grants and similar amounts paid
- $83,028
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $83,028
- Management and general (functional)
- $8,184
Balance sheet and other
- Total assets, start of year
- $2,056,176
- Total assets, end of year
- $2,151,216
- Total liabilities, end of year
- $1,820
- Net assets, end of year
- $2,149,396
- Publicly traded securities
- $1,906,305
- Net assets without donor restrictions
- $942,943
- Net assets with donor restrictions
- $1,206,453
- Gross receipts
- $748,289
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1966
- State of legal domicile
- WI
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE LANING | AUTHORIZED TRUSTEE Trustee or director | 1 | $0 |
| DOUGLAS HAGERMAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN ETZEL | TRUSTEE Trustee or director | 1 | $0 |
| AMY CROEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID UILEIN | TRUSTEE Trustee or director | 1 | $0 |
| BARTHOLOMEW REUTER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE LANING | AUTHORIZED TRUSTEE Trustee or director | 1 | $0 |
| DOUGLAS HAGERMAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN ETZEL | TRUSTEE Trustee or director | 1 | $0 |
| AMY CROEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID UILEIN | TRUSTEE Trustee or director | 1 | $0 |
| BARTHOLOMEW REUTER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE LANING | AUTHORIZED TRUSTEE Trustee or director | 1 | $0 |
| DOUGLAS HAGERMAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN ETZEL | TRUSTEE Trustee or director | 1 | $0 |
| AMY CROEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID UILEIN | TRUSTEE Trustee or director | 1 | $0 |
| BARTHOLOMEW REUTER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 212 W WISCONSIN AVE, MILWAUKEE, WI 53203-2307
- Principal officer (990 for 2024)
- COMMITTEE OF 5 TRUSTEES, 212 W WISCONSIN AVE, MILWAUKEE, WI 53203
- Signed the 990
- BRUCE LANING, AUTHORIZED TRUSTEE
- Phone
- (414) 291-6010
- Website
- WWW.MSO.ORG
- Return prepared by
- SIKICH LLC
Mission
TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC. ("MSO"), WHOSE MISSION IS TO COMFORT, EDUCATE, ENTERTAIN, AND EXHILARATE THE HUMAN SOUL THROUGH THE EVENTS OF CULTURAL SIGNIFICANCE, RELEVANCE AND ARTISTIC CHALLENGE.
Program accomplishments
- THE MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND ASSISTS THE MILWAUKEE SYMPHONY ORCHESTRA, INC. FOR PROGRAM SERVICES THROUGH GRANTS.Expenses $83,028 · grants $83,028
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 39-6096874
- 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
- 1966
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A116)
- Assets (IRS master file)
- $2,151,216
- Income (IRS master file)
- $748,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $173,402 | $91,212 | $2,151,216 | IRS |
| 990 | August 2024 | $80,563 | $90,748 | $2,056,176 | IRS |
| 990 | August 2023 | $51,966 | $93,917 | $1,883,416 | XML |
| 990 | August 2022 | $74,486 | $87,424 | $1,845,301 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 39-6096874).
Questions about MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST
- What is the EIN of MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST?
- The employer identification number (EIN) of MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST is 39-6096874.
- Is MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MILWAUKEE SYMPHONY ORCHESTRA 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 MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST?
- The 990 for the year ended August 31, 2025 names COMMITTEE OF 5 TRUSTEES.
- Who are the officers and directors of MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST?
- The 990 for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $173,402, expenses of $91,212 and total assets of $2,151,216 at year end.
Other nonprofits in MILWAUKEE
- WISCONSIN MUSEUM OF NATURE AND CULTURE INC EIN 87-2028034 · last filed 990 for 2025
- HISTORIC HAYMARKET MILWAUKEE I INC EIN 87-1376165 · last filed 990 for 2025
- MILWAUKEE WORLD FESTIVAL INC EIN 39-1049688 · last filed 990 for 2024
- MILWAUKEE ART MUSEUM INC EIN 39-0806316 · last filed 990 for 2025
- MILWAUKEE REPERTORY THEATER INC EIN 39-0946025 · last filed 990 for 2025
- MILWAUKEE SYMPHONY ORCHESTRA INC EIN 39-6023436 · last filed 990 for 2025
- MARCUS CENTER FOR THE PERFORMING ARTS INC EIN 51-0532407 · last filed 990 for 2025
- MILWAUKEE SYMPHONY ORCHESTRA FOUNDATION EIN 39-1715515 · last filed 990 for 2025
All nonprofits in MILWAUKEE · Wisconsin · Arts, culture and humanities