Milwaukee Symphony Orchestra Endowment Trust in Milwaukee, Wisconsin (WI)

Table of contents:

Organization representatives - add corrected or new information about Milwaukee Symphony Orchestra Endowment Trust »

Non-representatives - add comments about Milwaukee Symphony Orchestra Endowment Trust»

Milwaukee Symphony Orchestra Endowment Trust
Employer Identification Number (EIN)396096874
Name of OrganizationMilwaukee Symphony Orchestra Endowment Trust
Address1101 N Market St, Milwaukee, WI 53202-3168
ActivitiesEndowment fund or financial services, Gifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date11/1966
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
Exempt Organization StatusUnconditional Exemption
Tax Period08/2012
Assets$1,000,000 to $4,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,010,557
Amount of Income$8,232,527
Form 990 Revenue Amount$1,058,931
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Single Organization Support

Non-representatives - add comments:


Your IP address will be logged.

Amount of income in 2012: $8,232,527 (it was $8,914,825 in 2011)
Milwaukee Symphony Orchestra Endowment Trust: 

Other organizations performing similar types of work: 


Assets in 2012: $2,010,557 (it was $8,975,815 in 2011)
Milwaukee Symphony Orchestra Endowment Trust: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$1,076,393
Contributions, Gifts, Grants and Other Similar Amounts$27,858
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$260,470
Income from investment of tax-exempt bond proceeds$0
Net rental income$0
Net gain from sales of assets other than inventory$784,739
Gross amount from sales of assets other than inventory (Securities / Other)$8,623,171 / $0
Less: cost or other basis and sales expenses (Securities / Other)$7,838,432 / $0
Gain or (loss) (Securities / Other)$784,739 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$3,326
Statement of Functional Expenses (for 2011)
Total functional expenses$1,067,512
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Balance Sheet (for 2011)
Total assets$8,975,815
Total liabilities$7,968,518
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$7,948,830
Unsecured notes and loans payable to unrelated third parties$0
Total net assets or fund balances$1,007,297
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Milwaukee Symphony Orchestra Endowment Trust to others? (optional)
Add photo of Milwaukee Symphony Orchestra Endowment Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»


Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!

Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):

Recently Added Reviews
Jfs Housing Inc in Milwaukee, WI
Racine Dragon Boat Club Ltd in Racine, WI
Laona Rescue Unit Inc in Laona, WI
Equality Payee Services Inc in Brookfield, WI
Childrens Vision International Inc, C-O Ann Thicke in Bangor, WI
Nehemiah Community Development Corporation in Madison, WI
Ladies First And Ii Hype Dance Drill And Gospel Team Of Pacoima in Pacoima, CA
Miles Christi in Northville, MI
Quilts Of Valor Foundation in Lebanon, NH
Zeke Fund Inc in Houston, TX
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Los Angeles County Museum Of Natural History Foundation900 Exposition Blvd, Los Angeles, CA 90007-4057CA1966-05$92,570,949
2Metropolitan Opera Centennial Fund Endowment Trust30 Lincoln Center, New York, NY 10023-6922NY1960-07$53,550,139
3Bam Endowment Trust30 Lafayette Ave, Brooklyn, NY 11217-1430NY1992-12$33,661,972
4American Friends Of The Israel Philharmonic Orchestra Inc122 E 42nd St Rm 4507, New York, NY 10168-4595NY1972-08$10,426,910
5Pacific Northwest Ballet Foundation301 Mercer St, Seattle, WA 98109-4600WA1997-01$7,400,839
6The Hobby Center Foundation800 Bagby St Ste 300, Houston, TX 77002-2532TX1994-08$6,686,148
7Santa Fe Opera FoundationSanta Fe, NM 87504NM$3,503,693
8Academy Of Music Endowment Fund1600 Market St Fl 8, Philadelphia, PA 19103-7243PA1980-09$2,453,957
9San Francisco Performing Arts Center Foundation401 Van Ness Ave Ste 110, San Francisco, CA 94102-4521CA1974-02$2,343,328
10Armory Theater Fund128 Nw 11th Ave, Portland, OR 97209-4160OR2004-09$1,826,358
11Nina Browne Parker TrPO BOX 1118, Cincinnati, OH 45201-1118OH1980-04$1,313,764
12Actors Fund Of America Trust Pt 6990PO BOX 3038, Milwaukee, WI 53201-3038WI$805,372
13Springer Opera House Arts Association Tua 3019590655 0061525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001NC1988-09$638,420
14Detroit Symphony Orchestra Endowment Trust Fund3711 Woodward Ave, Detroit, MI 48201-2005MI1973-06$195,155
15Milwaukee Symphony Orchestra Endowment Trust1101 N Market St, Milwaukee, WI 53202-3168WI1966-11$8,232,527
16Earl L And Corinne A Otto Community Theatre Endowment Tr, Woodtrust Asset Management Ttee181 2nd St S, Wisc Rapids, WI 54494-4100WI2008-02$306,549
17Friends Of Wisconsin Singers455 N Park St, Madison, WI 53706-1405WI1997-08$173,740
18Middleton High School Choral Boosters Inc2100 Bristol St, Middleton, WI 53562-2746WI1985-07$41,430
19Milwaukee Feis Society3062 South Superior Street, Milwaukee, WI 53207WI2009-04$0
20The Milwaukee Choristers Foundation Inc3248 S New York Ave, Milwaukee, WI 53207WI2002-10$0
Number of organizations performing similar types of work
North Carolina11
New Hampshire2
New Jersey5
New Mexico2
New York24
Rhode Island1
South Carolina9
West Virginia3
Total328 is not associated with, endorsed by, or sponsored by Milwaukee Symphony Orchestra Endowment Trust and has no official or unofficial affiliation with Milwaukee Symphony Orchestra Endowment Trust