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← MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST

Form 990 for tax year 2023

Filed by MILWAUKEE SYMPHONY ORCHESTRA ENDOWMENT TRUST.

Totals

Total revenue
$80,563
Total expenses
$90,748
Contributions and grants received
$0
Grants paid
$83,028
Program service revenue
$0
Investment income
$78,656
Other revenue
$1,907
Total assets, end of year
$2,056,176
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,056,176
Program services expenses (Part IX)
$83,028
Management and general expenses
$7,720
Fundraising expenses
$0
Program service expenses (Part III)
$83,028

Program services were 91.5% 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.

  • 3 · Investment income

    total $57,702 · excluded $57,702

  • 7a · Gross sales of assets other than inventory

    securities $301,994

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

    securities $281,040

  • 7c · Gain or loss

    securities $20,954

  • 7d · Net gain or loss

    total $20,954 · excluded $20,954

  • 11a · Other revenue: INCREASE IN CSV

    total $1,907 · excluded $1,907

  • 11e · Other revenue, total

    $1,907

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $83,028 · program services $83,028

  • 11f · Fees: investment management

    total $7,720 · management and general $7,720

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $62,502 · end of year $22,175

  • 4 · Accounts receivable

    beginning of year $953 · end of year $929

  • 7 · Other notes and loans receivable

    beginning of year $2,762 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,654,458 · end of year $1,868,424

  • 15 · Other assets

    beginning of year $162,741 · end of year $164,648

  • 27 · Net assets without donor restrictions

    beginning of year $683,872 · end of year $854,725

  • 28 · Net assets with donor restrictions

    beginning of year $1,199,544 · end of year $1,201,451

Mission and programs · 2023

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.

Activities or mission (Part I)

TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.

  • THE MILWAUKEE SYMPHONY ORCHESTRA LONG-TERM FUND ASSISTS THE MILWAUKEE SYMPHONY ORCHESTRA, INC. FOR PROGRAM SERVICES THROUGH GRANTS.

    Expenses $83,028 · Grants $83,028

As filed on the 2023 return.

Listed in Part VII

  • Bruce Laning

    AUTHORIZED TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Douglas Hagerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Steven Etzel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Amy Croen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Uilein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bartholomew Reuter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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
2023
Filed
11 May 2025
IRS schema version
2023v6.0
Source object
202531359349311638

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