Milwaukee Symphony Orchestra Endowment

MILWAUKEE, WI EIN: 39-1715515 Website

TO SUPPORT THE PROGRAMS OF THE MILWAUKEE SYMPHONY ORCHESTRA, INC.("MSO"), WHOSE MISSION IS TO COMFORT, EDUCATE, ENTERTAIN, AND EXHILARATE THE HUMAN SOUL THROUGH EVENTS OF CULTURAL SIGNIFICANCE, RELEVANCE AND ARTISTIC CHALLENGE.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$30.9M

+27.1% YoY

Annual Giving

$1.2M

+18.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.2M

+18.0% YoY

About Milwaukee Symphony Orchestra Endowment

Based on IRS filings

Milwaukee Symphony Orchestra Endowment is a nonprofit organization focused on Arts, Culture & Humanities, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $30.9M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $846K.

Focus Areas

Arts, Culture & Humanities

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $4.6M (100%)

States

Wisconsin

Cities

MILWAUKEE

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$30,933,539	$24,337,895	$18,982,389
Revenue	$5,153,024	$5,781,521	$413,955
Expenses	$1,283,026	$1,117,132	$1,044,414
Qualifying Distributions	—	—	—
Net Investment Income	$845,861	$506,124	$293,323
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Milwaukee Symphony Orchestra Inc ($1,198,365).

Recipient	Purpose	Amount
MILWAUKEE SYMPHONY ORCHESTRA INC MILWAUKEE, WI	TO FURTHER PROGRAMS	$1,198,365

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRUCE LANING	TRUSTEE CHAIRMAN	1	—
DOUGLAS HAGERMAN	TRUSTEE	1	—
STEVEN ETZEL	TRUSTEE	1	—
AMY CROEN	TRUSTEE	1	—
DAVID UILEIN	TRUSTEE	1	—
BARTHOLOMEW REUTER	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Arts, Culture & Humanities

Frequently Asked Questions

What is Milwaukee Symphony Orchestra Endowment?

Milwaukee Symphony Orchestra Endowment is a nonprofit organization focused on Arts, Culture & Humanities, based in MILWAUKEE, WI. It holds $30.9M in total assets as of 2024.

How large is Milwaukee Symphony Orchestra Endowment?

As of 2024, Milwaukee Symphony Orchestra Endowment holds $30.9M in total assets with $5.2M in annual revenue. It awarded 1 grants totaling $1.2M in 2024.

Where does Milwaukee Symphony Orchestra Endowment operate?

Milwaukee Symphony Orchestra Endowment has awarded grants in Wisconsin.

What size grants does Milwaukee Symphony Orchestra Endowment award?

In 2024, Milwaukee Symphony Orchestra Endowment awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.

What is Milwaukee Symphony Orchestra Endowment's EIN?

Milwaukee Symphony Orchestra Endowment's EIN (Employer Identification Number) is 39-1715515. IRS Form 990 filing data is available on this page for 2019–2024.