Skip to content
Nonprofiteer
← MADISON SYMPHONY ORCHESTRA FOUNDATION INC

Form 990 for tax year 2022

Filed by MADISON SYMPHONY ORCHESTRA FOUNDATION INC.

Totals

Total revenue
$2,500,346
Total expenses
$790,686
Contributions and grants received
$555,648
Grants paid
$718,940
Program service revenue
$0
Investment income
$1,944,698
Other revenue
$0
Total assets, end of year
$23,150,529
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,150,529
Program services expenses (Part IX)
$718,940
Management and general expenses
$71,746
Fundraising expenses
$0
Program service expenses (Part III)
$718,940

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $555,648

  • 3 · Investment income

    total $664,232 · excluded $664,232

  • 7a · Gross sales of assets other than inventory

    securities $5,340,323

  • 7b · Less cost or other basis and sales expenses

    securities $4,059,857

  • 7c · Gain or loss

    securities $1,280,466

  • 7d · Net gain or loss

    total $1,280,466 · excluded $1,280,466

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $718,940 · program services $718,940

  • 11f · Fees: investment management

    total $71,746 · management and general $71,746

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $1,009,684 · end of year $573,578

  • 11 · Investments: publicly traded securities

    beginning of year $20,236,367 · end of year $22,576,951

  • 27 · Net assets without donor restrictions

    beginning of year $10,717,201 · end of year $12,692,068

  • 28 · Net assets with donor restrictions

    beginning of year $10,528,850 · end of year $10,458,461

Mission and programs · 2022

Mission

THE FOUNDATION WAS ESTABLISHED TO ADMINISTER INVESTMENTS, AND TO RECEIVE SUPPORT IN THE FORM OF GIFTS, GRANTS, AND BEQUESTS WHICH EXCLUSIVELY BENEFIT THE MADISON SYMPHONY ORCHESTRA, INC., AN ORGANIZATION DESCRIBED IN I.R.C. SECTION 509(A).

  • TRANSFERRED FUNDS TO THE MADISON SYMPHONY ORCHESTRA.

    Expenses $718,940 · Grants $718,940

As filed on the 2022 return.

Listed in Part VII

  • DOUGLAS REUHL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NICHOLAS MISCHLER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ELAINE MISCHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELIZABETH DETTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELLIOTT ABRAMSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELLSWORTH BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FREDERIC E MOHS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY MECKLENBURG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARIAN BOLZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREGORY REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT REED

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
16 January 2024
IRS schema version
2022v5.0
Source object
202410249349300706

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.