Milwaukee Symphony Orchestra Long-Term Fund logo

Milwaukee Symphony Orchestra Long-Term Fund

Public charity · Grantmaker Milwaukee, WI EIN: 39-6096874 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 the events of cultural significance, relevance and artistic challenge.

Key facts about Milwaukee Symphony Orchestra Long-Term Fund

In short: Milwaukee Symphony Orchestra Long-Term Fund gave $83K across 1 grant in 2025 (avg $83K), mostly in Wisconsin. Source: 2025 IRS Form 990.

EIN
39-6096874
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$83,028
Grants made (2025)
1
Average grant
$83,028
Median grant
$83,028
Total assets
$2,151,216
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$2.2M

+4.6% YoY

Annual Giving

$83K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$83K

+0.0% YoY

How Milwaukee Symphony Orchestra Long-Term Fund gives

  • Giving held roughly steady from 2022 to 2025 (+5%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Milwaukee Symphony Orchestra Long-Term Fund

Based on IRS filings

Milwaukee Symphony Orchestra Long-Term Fund is a public charity focused on Arts, Culture & Humanities, based in Milwaukee, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 1 grant totaling $83K. Net investment income was $168K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Milwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $73K (2021) to $83K (2025). In 2025 it made 1 grant totaling $83K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Milwaukee Symphony Orchestra Inc: $83KMilwaukee Symphony OrchestraInc$83K

The largest 2025 recipient was Milwaukee Symphony Orchestra Inc ($83K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Milwaukee Symphony Orchestra Inc Milwaukee, WITo Further Programs$83,028

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,151,216$2,056,176$1,883,416
Revenue$173,402$80,563$51,966
Expenses$91,212$90,748$93,917
Net Investment Income$168,400$78,656$46,886

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS July 14, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS July 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS July 17, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 21, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Milwaukee Symphony Orchestra Long-Term Fund's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Bruce Laning

    Authorized Trustee

    Trustee → Authorized Trustee, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Douglas Hagerman

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Steven Etzel

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Amy Croen

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Bartholomew Reuter

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

  • David Uilein

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Allen Rieselbach (2021–2022) — Trustee
  • Former: Robert Webster (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Milwaukee Symphony Orchestra Long-Term Fund

How much does Milwaukee Symphony Orchestra Long-Term Fund give each year?

Milwaukee Symphony Orchestra Long-Term Fund gave $83K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $83K across 1 grant.

How large is Milwaukee Symphony Orchestra Long-Term Fund?

Milwaukee Symphony Orchestra Long-Term Fund reported $2.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $173K.

What is Milwaukee Symphony Orchestra Long-Term Fund?

Milwaukee Symphony Orchestra Long-Term Fund is a public charity focused on Arts, Culture & Humanities, based in Milwaukee, WI. It holds $2.2M in total assets as of 2025.

Where does Milwaukee Symphony Orchestra Long-Term Fund operate?

Milwaukee Symphony Orchestra Long-Term Fund has awarded grants in Wisconsin.

What is Milwaukee Symphony Orchestra Long-Term Fund's EIN?

Milwaukee Symphony Orchestra Long-Term Fund's EIN (Employer Identification Number) is 39-6096874. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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