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US nonprofit · EIN 396096874 · Milwaukee, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 396096874) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 August 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SOUNK), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Milwaukee Symphony Orchestra Endowment Trust

Donations deductible
Revenue
$173k
year to 31 August 2025
Expenses
$91k
year to 31 August 2025
Total assets
$2.2m
$2k liabilities
Net assets
$2.1m
assets less liabilities
Directors and trustees
6
5.9y av
Staff
0
6 volunteers
Left since last filing
0
no seats appear to have opened
Voting members
6
reported in Part VI
How am I connected?

Milwaukee Symphony Orchestra Endowment Trust's network

6 people4 organisationsi6 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Amy CroenTrustee2021
5 yrs
Bartholomew ReuterTrustee2023
3 yrs
Bruce LaningAuthorized Trustee2018
8 yrs
David UileinTrustee2023
3 yrs
Douglas HagermanTrustee2018
8 yrs
Steven EtzelTrustee2020
6 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 August 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Bruce LaningAuthorized Trustee1$0
Douglas HagermanTrustee1$0
Steven EtzelTrustee1$0
Amy CroenTrustee1$0
David UileinTrustee1$0
Bartholomew ReuterTrustee1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Milwaukee Symphony Orchestra Endowment Trust
EIN
396096874
Address
212 W Wisconsin Ave, Milwaukee, WI, 53203-2307
State
Wisconsin
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. (as filed on the Form 990)
Activity (NTEE)
A116 Arts, culture and humanities
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Arts, Culture & Humanities
Size band
6 (IRS master file code)
Formed
1966
Principal officer
Committee of 5 Trustees (as named on the Form 990)
IRS ruling date
1 November 1966
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
SOUNK (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedMUSIC PERFORMANCEMilwaukee Symphony Orchestra Inc

Longest observed on the filings

≥8years on the filingsBruce Laning
≥8years on the filingsDouglas Hagerman
≥6years on the filingsSteven Etzel
≥5years on the filingsAmy Croen

Latest return

year to 31 August 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2025. US dollars, as filed.
Total assets
$2.2m
Total liabilities
$2k
Net assets or fund balances
$2.1m
Contributions and grants received
$0
Program service revenue
$0
Grants and similar paid out
$83k
Employees
0
Volunteers
6

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Milwaukee Symphony Orchestra IncTo further programs$83k