Civic Intelligence

Detroit Symphony Orchestra Endowment Trust Fund II

EIN 38-2609947 • 501(c)3 • Detroit, MI

Profile

NONE

3711 Woodward AvenueDetroit, MI 48226

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

1.9%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,232,147

Up $206,820 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,232,147

Up $206,820 (+10%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Down

$20,678

Down $43,491 (-68%) from 2023

Expenses

Up

$116,833

Up $12 (+0.0%) from 2023

Net Income

Down

-$96,155

Down $43,503 (-83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,470,352Liabilities 2010: $0Net Assets 2010: $2,470,3522010Assets 2011: $2,286,392Liabilities 2011: $0Net Assets 2011: $2,286,3922011Assets 2012: $2,315,061Liabilities 2012: $0Net Assets 2012: $2,315,0612012Assets 2013: $2,275,501Liabilities 2013: $0Net Assets 2013: $2,275,5012013Assets 2014: $2,499,905Liabilities 2014: $0Net Assets 2014: $2,499,9052014Assets 2015: $2,212,023Liabilities 2015: $0Net Assets 2015: $2,212,0232015Assets 2016: $2,174,523Liabilities 2016: $0Net Assets 2016: $2,174,5232016Assets 2017: $2,231,225Liabilities 2017: $0Net Assets 2017: $2,231,2252017Assets 2018: $2,322,716Liabilities 2018: $0Net Assets 2018: $2,322,7162018Assets 2019: $2,205,101Liabilities 2019: $0Net Assets 2019: $2,205,1012019Assets 2020: $2,169,412Liabilities 2020: $0Net Assets 2020: $2,169,4122020Assets 2021: $2,442,939Liabilities 2021: $0Net Assets 2021: $2,442,9392021Assets 2022: $1,988,163Liabilities 2022: $0Net Assets 2022: $1,988,1632022Assets 2023: $2,025,327Liabilities 2023: $0Net Assets 2023: $2,025,3272023Assets 2024: $2,232,147Liabilities 2024: $0Net Assets 2024: $2,232,1472024

Highlighted filing

2024

Assets$2,232,147
Liabilities$0
Net Assets$2,232,147
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $451,7932010Expenses 2011: $319,8702011Expenses 2012: $124,2452012Revenue 2013: $263,980Expenses 2013: $126,319Net Income 2013: $137,6612013Revenue 2014: $270,357Expenses 2014: $120,149Net Income 2014: $150,2082014Revenue 2015: $44,360Expenses 2015: $114,866Net Income 2015: -$70,5062015Revenue 2016: -$67,009Expenses 2016: $118,537Net Income 2016: -$185,5462016Revenue 2017: $100,227Expenses 2017: $121,645Net Income 2017: -$21,4182017Revenue 2018: $117,771Expenses 2018: $121,647Net Income 2018: -$3,8762018Revenue 2019: $16,146Expenses 2019: $116,777Net Income 2019: -$100,6312019Revenue 2020: $77,152Expenses 2020: $117,183Net Income 2020: -$40,0312020Revenue 2021: $82,972Expenses 2021: $113,384Net Income 2021: -$30,4122021Revenue 2022: $184,417Expenses 2022: $117,011Net Income 2022: $67,4062022Revenue 2023: $64,169Expenses 2023: $116,821Net Income 2023: -$52,6522023Revenue 2024: $20,678Expenses 2024: $116,833Net Income 2024: -$96,1552024

Highlighted filing

2024

Revenue$20,678
Expenses$116,833
Net Income-$96,155
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,232,147
Liabilities
$0
Net assets
$2,232,147
Revenue
$20,678
Expenses
$116,833
Net income
-$96,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.02$0.12$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.06$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.12$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.02$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.10$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07$0.12$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.27$0.12$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$0.26$0.13$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.00$2.47$0.45
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
$662,863
Mission and Program Overview

Mission

NONE

To provide support to detroit symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,025,327$2,232,147▲ $206,820
Total Assets$2,025,327$2,232,147▲ $206,820
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,025,327$2,232,147▲ $206,820
Total Net Assets Fund Balance$2,025,327$2,232,147▲ $206,820
Total Liabilities and Net Assets / Fund Balance$2,025,327$2,232,147▲ $206,820

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,025,327-▲ $323,653-$2,232,147
2023$1,988,163-▲ $153,985-$2,025,327
2022$2,442,939-▼ $337,765-$1,988,163
2021$2,169,413-▲ $386,910-$2,442,939
2020$2,205,101-▲ $81,495-$2,169,413
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
-Trustee$1,238$184,457$185,695
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,678
Other Revenue
$0
Change in Net Assets
$-96,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,584
Other Expenses$1,249
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,584--$115,584
Fees for Services Management-$1,249-$1,249
Total Functional Expenses$115,584$1,249$0$116,833
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Detroit Symphony OrchestraDetroit, MI501(c)(3)To Provide Support to the Detroit Symphony Orchestra, Inc.$115,584
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 & 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 ii, paid $1,238 in investment management fees. The remaining $184,457 was paid by related organizations: $182,545 was paid by the detroit symphony orchestra, inc. And $1,912 was paid by the detroit symphony orchestra endowment trust fund i.”

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
38-2609947
Phone
3135765100
Address
3711 WOODWARD AVENUE, 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
1985
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 ii 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
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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
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IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt01249
IRS990/CYOtherRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02232147
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0115584
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01249
IRS990/FeesForServicesManagementGrp/TotalAmt01249
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-33349
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0115584
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0115584
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0115584
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0608836
IRS990/GrossReceiptsAmt0662863
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt054027
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02025327
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0642185
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02025327
IRS990/NetAssetsOrFundBalancesEOYAmt02232147
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-33349
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0302975
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE DETROIT SYMPHONY ORCHESTRA INC
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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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:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt0115584
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 II 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 & 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 II 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 II, PAID $1,238 IN INVESTMENT MANAGEMENT FEES. THE REMAINING $184,457 WAS PAID BY RELATED ORGANIZATIONS: $182,545 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA, INC. AND $1,912 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND I.
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381385132
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237269970
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/TotalAssetsBOYAmt02025327
IRS990/TotalAssetsEOYAmt02232147
IRS990/TotalAssetsGrp/BOYAmt02025327
IRS990/TotalAssetsGrp/EOYAmt02232147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01249
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115584
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116833
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02025327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02232147
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0115584
IRS990/TotalReportableCompFromOrgAmt01238
IRS990/TotalRevenueGrp/ExclusionAmt020678
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020678
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02025327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02232147
IRS990/TotReportableCompRltdOrgAmt0184457
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03711 WOODWARD AVENUE
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 II
ReturnHeader/Filer/BusinessNameControlTxt0DETR
ReturnHeader/Filer/EIN0382609947
ReturnHeader/Filer/PhoneNum03135765100
ReturnHeader/Filer/USAddress/AddressLine1Txt03711 WOODWARD AVENUE
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/ReturnTs02025-01-15T09:22:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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