Civic Intelligence

Detroit Symphony Orchestra Endowment

EIN 23-7269970 • 501(c)3 • Detroit, MI

Profile

NONE

3711 Woodward AveDetroit, MI 48226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-613%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$185,695

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 447.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,665,613

Up $242,637 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,665,613

Up $242,637 (+7.1%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Down

$41,466

Down $79,456 (-66%) from 2023

Expenses

Up

$295,654

Up $200,950 (+212%) from 2023

Net Income

Down

-$254,188

Down $280,406 (-1070%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,299,405Liabilities 2010: $0Net Assets 2010: $3,299,4052010Assets 2011: $3,019,363Liabilities 2011: $0Net Assets 2011: $3,019,3632011Assets 2012: $3,023,219Liabilities 2012: $0Net Assets 2012: $3,023,2192012Assets 2013: $3,100,734Liabilities 2013: $0Net Assets 2013: $3,100,7342013Assets 2014: $3,455,753Liabilities 2014: $0Net Assets 2014: $3,455,7532014Assets 2015: $3,145,822Liabilities 2015: $0Net Assets 2015: $3,145,8222015Assets 2016: $3,236,906Liabilities 2016: $0Net Assets 2016: $3,236,9062016Assets 2017: $3,374,750Liabilities 2017: $0Net Assets 2017: $3,374,7502017Assets 2018: $3,583,266Liabilities 2018: $0Net Assets 2018: $3,583,2662018Assets 2019: $3,424,386Liabilities 2019: $0Net Assets 2019: $3,424,3862019Assets 2020: $3,370,135Liabilities 2020: $0Net Assets 2020: $3,370,1352020Assets 2021: $3,918,622Liabilities 2021: $0Net Assets 2021: $3,918,6222021Assets 2022: $3,260,453Liabilities 2022: $0Net Assets 2022: $3,260,4532022Assets 2023: $3,422,976Liabilities 2023: $0Net Assets 2023: $3,422,9762023Assets 2024: $3,665,613Liabilities 2024: $0Net Assets 2024: $3,665,6132024

Highlighted filing

2024

Assets$3,665,613
Liabilities$0
Net Assets$3,665,613
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $649,7902010Expenses 2011: $460,1112011Expenses 2012: $197,3092012Expenses 2013: $38,2752013Revenue 2014: $366,535Expenses 2014: $115,077Net Income 2014: $251,4582014Revenue 2015: $62,117Expenses 2015: $65,915Net Income 2015: -$3,7982015Revenue 2016: -$86,025Expenses 2016: $53,405Net Income 2016: -$139,4302016Revenue 2017: $136,970Expenses 2017: $130,174Net Income 2017: $6,7962017Revenue 2018: $196,025Expenses 2018: $117,871Net Income 2018: $78,1542018Revenue 2019: $34,423Expenses 2019: $154,557Net Income 2019: -$120,1342019Revenue 2020: $120,715Expenses 2020: $178,853Net Income 2020: -$58,1382020Revenue 2021: $137,970Expenses 2021: $55,250Net Income 2021: $82,7202021Revenue 2022: $287,997Expenses 2022: $113,702Net Income 2022: $174,2952022Revenue 2023: $120,922Expenses 2023: $94,704Net Income 2023: $26,2182023Revenue 2024: $41,466Expenses 2024: $295,654Net Income 2024: -$254,1882024

Highlighted filing

2024

Revenue$41,466
Expenses$295,654
Net Income-$254,188
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,665,613
Liabilities
$0
Net assets
$3,665,613
Revenue
$41,466
Expenses
$295,654
Net income
-$254,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.04$0.30$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.29$0.11$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$0.14$0.06$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.12$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.03$0.15$0.12
2018Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.20$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.14$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.09$0.05$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.06$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.37$0.12$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,122,217
Mission and Program Overview

Mission

NONE

To provide support to the detroit symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,422,976$3,665,613▲ $242,637
Total Assets$3,422,976$3,665,613▲ $242,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,422,976$3,665,613▲ $242,637
Total Net Assets Fund Balance$3,422,976$3,665,613▲ $242,637
Total Liabilities and Net Assets / Fund Balance$3,422,976$3,665,613▲ $242,637

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,422,976-▲ $538,291-$3,665,613
2022$3,260,453-▲ $257,227-$3,422,976
2021$3,918,622-▼ $544,467-$3,260,453
2020$3,370,135-▲ $603,737-$3,918,622
2019$3,424,386-▲ $124,602-$3,370,135
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseOtherTotal
-Trustee$1,912$183,783$185,695
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,466
Other Revenue
$0
Change in Net Assets
$-254,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$293,734
Other Expenses$1,920
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$293,734--$293,734
Fees for Services Management-$1,920-$1,920
Total Functional Expenses$293,734$1,920$0$295,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Detroit Symphony OrchestraDetroit, MI501(c)(3)To Provide Support to the Detroit Symphony Orchestra, Inc.$293,734
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“By trust agreement, while the detroit symphony orchestra, inc. Cannot unilaterally terminate a trustee, it is empowered to name a new trustee if the trustee resigns.”

Form 990, Part VI, Section A, Line 8A

“This entity is structured as a trust and has a trustee rather than a board of directors.”

Form 990, Part VI, Section A, Line 8B

“This entity is structured as a trust and has a trustee rather than a board of directors.”

Form 990, Part VI, Section B, Line 11B

“This entity is structured as a trust and has a trustee rather than a governing body. The tax return is reviewed by the senior director of accounting and finance and the cfo of detroit symphony orchestra, inc. Prior to filing.”

Form 990, Part VI, Section C, Line 19

“All documents are available to major institutional donors and members of the board of directors upon request.”

FORM 990, PART VII:

“Compensation: a total of $185,695 in investment management fees were paid to the trustee, comerica bank. The filing organization, detroit symphony orchestra endowment trust fund i, paid $1,921 in investment management fees. The remaining $183,783 was paid by related organizations: $182,545 was paid by the detroit symphony orchestra, inc. And $1,238 was paid by the detroit symphony orchestra endowment trust fund ii.”

FORM 990, PART VI, SECTION B:

“Policies: no separate policies exist because the entity is governed by a trust document. In general, the trust is governed by a trust document but also follows the governance policies of its supported organization, detroit symphony orchestra, inc.”

Filing and Contact Details

Filer

Filer Name
Detroit Symphony Orchestra Endowment
EIN
23-7269970
Phone
3135765100
Address
3711 WOODWARD AVE, DETROIT, MI 48226

Signing Officer

Name
Linda Lutz
Title
Chief Financial Officer
Phone
3135765100
Signed
2025-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Parsons
Formed
1957
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Amy Ciminello
Phone
2483757100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Audited financial statements: detroit symphony orchestra endowment trust fund has an annual consolidated audit that includes related entities. The detroit symphony orchestra, inc. Audit committee supervises the audit process.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are used to support the operations of the detroit symphony orchestra. The fund annually disburses the net income to support its operations.”

Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINDA LUTZ
IRS990/BooksInCareOfDetail/PhoneNum03135765140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03711 WOODWARD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048201
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0293734
IRS990/CYInvestmentIncomeAmt041466
IRS990/CYOtherExpensesAmt01920
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-254188
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041466
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE DISTRIBUTIONS TO THE DETROIT SYMPHONY ORCHESTRA, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03422976
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03665613
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0293734
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01920
IRS990/FeesForServicesManagementGrp/TotalAmt01920
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01912
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0183783
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-50574
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0293734
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0293734
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0293734
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01030177
IRS990/GrossReceiptsAmt01122217
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt092040
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092040
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03422976
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03665613
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01080751
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03422976
IRS990/NetAssetsOrFundBalancesEOYAmt03665613
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-50574
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-50574
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0496825
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt01885
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt026218
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt094704
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-254188
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BY TRUST AGREEMENT, WHILE THE DSO CANNOT UNILATERALLY TERMINATE A TRUSTEE, IT IS EMPOWERED TO NAME A NEW TRUSTEE IF THE TRUSTEE RESIGNS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0293734
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE DETROIT SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03984
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01904
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt053346
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07686
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF THE DETROIT SYMPHONY ORCHESTRA. THE FUND ANNUALLY DISBURSES THE NET INCOME TO SUPPORT ITS OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0293734
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE DETROIT SYMPHONY ORCHESTRA, INC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DETROIT SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0381385132
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03711 WOODWARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DETROIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND IS ORGANIZED TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC. THE ENDOWMENT TRUST FUND ANNUALLY DISBURSES THE NET INCOME TO THE DETROIT SYMPHONY ORCHESTRA SO LONG AS IT MAINTAINS, IN THE CITY OF DETROIT, MICHIGAN, A FIRST-CLASS SYMPHONY ORCHESTRA, PRESENTING IN EACH SEASON A REGULAR SERIES OF SYMPHONY CONCERTS IN ACCORDANCE WITH THE BEST TRADITIONS AND PRACTICES OF SUCH ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BY TRUST AGREEMENT, WHILE THE DETROIT SYMPHONY ORCHESTRA, INC. CANNOT UNILATERALLY TERMINATE A TRUSTEE, IT IS EMPOWERED TO NAME A NEW TRUSTEE IF THE TRUSTEE RESIGNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ENTITY IS STRUCTURED AS A TRUST AND HAS A TRUSTEE RATHER THAN A BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ENTITY IS STRUCTURED AS A TRUST AND HAS A TRUSTEE RATHER THAN A BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ENTITY IS STRUCTURED AS A TRUST AND HAS A TRUSTEE RATHER THAN A GOVERNING BODY. THE TAX RETURN IS REVIEWED BY THE SENIOR DIRECTOR OF ACCOUNTING AND FINANCE AND THE CFO OF DETROIT SYMPHONY ORCHESTRA, INC. PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE TO MAJOR INSTITUTIONAL DONORS AND MEMBERS OF THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AUDITED FINANCIAL STATEMENTS: DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND HAS AN ANNUAL CONSOLIDATED AUDIT THAT INCLUDES RELATED ENTITIES. THE DETROIT SYMPHONY ORCHESTRA, INC. AUDIT COMMITTEE SUPERVISES THE AUDIT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION: A TOTAL OF $185,695 IN INVESTMENT MANAGEMENT FEES WERE PAID TO THE TRUSTEE, COMERICA BANK. THE FILING ORGANIZATION, DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND I, PAID $1,921 IN INVESTMENT MANAGEMENT FEES. THE REMAINING $183,783 WAS PAID BY RELATED ORGANIZATIONS: $182,545 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA, INC. AND $1,238 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND II.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POLICIES: NO SEPARATE POLICIES EXIST BECAUSE THE ENTITY IS GOVERNED BY A TRUST DOCUMENT. IN GENERAL, THE TRUST IS GOVERNED BY A TRUST DOCUMENT BUT ALSO FOLLOWS THE GOVERNANCE POLICIES OF ITS SUPPORTED ORGANIZATION, DETROIT SYMPHONY ORCHESTRA, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0DETROIT SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DETROIT SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381385132
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1382609947
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC PERFORMANCE AND EDUCATION PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt112A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03711 WOODWARD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1611 WOODWARD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd148201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03422976
IRS990/TotalAssetsEOYAmt03665613
IRS990/TotalAssetsGrp/BOYAmt03422976
IRS990/TotalAssetsGrp/EOYAmt03665613
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01920
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0293734
IRS990/TotalFunctionalExpensesGrp/TotalAmt0295654
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03422976
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03665613
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0293734
IRS990/TotalReportableCompFromOrgAmt01912
IRS990/TotalRevenueGrp/ExclusionAmt041466
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03422976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03665613
IRS990/TotReportableCompRltdOrgAmt0183783
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03711 WOODWARD AVE
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048226
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03135765100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DETROIT SYMPHONY ORCHESTRA ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0DETR
ReturnHeader/Filer/EIN0237269970
ReturnHeader/Filer/PhoneNum03135765100
ReturnHeader/Filer/USAddress/AddressLine1Txt03711 WOODWARD AVE
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CIMINELLO
ReturnHeader/ReturnTs02025-01-15T09:23:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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