Civic Intelligence

Detroit Symphony Orchestra Endowment Trust Fund II

990 • Fiscal year 2020 • EIN 38-2609947

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 16, 2020

Organization ProfileN/A
3711 Woodward AvenueDetroit, MI 48226

(313) 576-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$92,631

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 120.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.6%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

378%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,169,412

Down $35,689 (-1.6%) from 2019

Net Assets

Down

$2,169,412

Down $35,689 (-1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin7th percentile

Revenue

Up

$77,152

Up $61,006 (+378%) from 2019

Expenses

Up

$117,183

Up $406 (+0.3%) from 2019

Net Income

Up

-$40,031

Up $60,600 (+60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$2,169,412
Liabilities$0
Net Assets$2,169,412
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$77,152
Expenses$117,183
Net Income-$40,031
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 16, 2020
Return Version
2019v5.1
Gross Receipts
$4,541,329
Mission and Program Overview

Mission

NONE

To provide support to detroit symphony orchestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,205,101$2,169,412▼ $35,689
Total Assets$2,205,101$2,169,412▼ $35,689
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,205,101$2,169,412▼ $35,689
Total Net Assets Fund Balance$2,205,101$2,169,412▼ $35,689
Total Liabilities and Net Assets / Fund Balance$2,205,101$2,169,412▼ $35,689

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,205,101-▲ $81,495-$2,169,413
2019$2,322,716-▼ $838-$2,205,101
2018$2,231,225-▲ $213,138-$2,322,716
2017$2,174,523-▲ $178,347-$2,231,225
2016$2,212,022-▲ $81,038-$2,174,523
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseOtherTotal
-Trustee$6,344$86,287$92,631
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$77,152
Other Revenue
$0
Change in Net Assets
$-40,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,141
Other Expenses$5,042
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$112,141--$112,141
Fees for Service Investment Mgmnt Fees-$5,042-$5,042
Total Functional Expenses$112,141$5,042$0$117,183
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Detroit Symphony OrchestraDetroit, MI501(c)(3)To Provide Support to the Detroit Symphony Orchestra, Inc.$112,141
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 foundations, corporations, and dso board members upon request.”

FORM 990, PART VII:

“Compensation: investment management fees were paid to comerica bank as a trustee in the amount of $6,344. Investment management fees were paid to comerica bank from related organizations in the amount of $86,287; $76,609 was paid by the detroit symphony orchestra, inc. And $9,678 was paid by the detroit symphony orchestra endowment trust fund i to comerica bank.”

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
2020-12-16
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 500, AUBURN HILLS, MI 48326
Preparer
Lynne M Huismann
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 Appendix393 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/BooksInCareOfDetail/PhoneNum03135765140
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03711 WOODWARD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
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IRS990/NetUnrelatedBusTxblIncmAmt00
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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/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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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
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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:
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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 FOUNDATIONS, CORPORATIONS, AND DSO BOARD MEMBERS 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: INVESTMENT MANAGEMENT FEES WERE PAID TO COMERICA BANK AS A TRUSTEE IN THE AMOUNT OF $6,344. INVESTMENT MANAGEMENT FEES WERE PAID TO COMERICA BANK FROM RELATED ORGANIZATIONS IN THE AMOUNT OF $86,287; $76,609 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA, INC. AND $9,678 WAS PAID BY THE DETROIT SYMPHONY ORCHESTRA ENDOWMENT TRUST FUND I TO COMERICA BANK.
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/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0DETROIT SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1DETROIT 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/DisregardedEntityName/BusinessNameLine1Txt2ORCHESTRA PLACE RENEWAL PARTNERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381385132
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237269970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2383277549
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC PERFORMANCE AND EDUCATION PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1INVESTMENT ACTIVITIES TO SUPPORT THE DETROIT SYMPHONY ORCHESTRA, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2RENTAL OF PARKING DECK IN AN EMPOWERMENT ZONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt112A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt212A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03711 WOODWARD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1611 WOODWARD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23711 WOODWARD AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2DETROIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd148201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd248201
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/TotalAssetsBOYAmt02205101
IRS990/TotalAssetsEOYAmt02169412
IRS990/TotalAssetsGrp/BOYAmt02205101
IRS990/TotalAssetsGrp/EOYAmt02169412
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0117183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02205101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02169412
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0112141
IRS990/TotalReportableCompFromOrgAmt06344
IRS990/TotalRevenueGrp/ExclusionAmt077152
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077152
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02205101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02169412
IRS990/TotReportableCompRltdOrgAmt086287
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03135765100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E0F6F03BC3AE684EB3B59DF82EF6777B722E432E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.20.156.99
ReturnHeader/FilingSecurityInformation/IPDt02020-12-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:35:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE M HUISMANN
ReturnHeader/ReturnTs02020-12-22T14:59:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,169,412
Liabilities
$0
Net assets
$2,169,412
Revenue
$77,152
Expenses
$117,183
Net income
-$40,031
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