Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2010 • EIN 77-0659339

Sep 01, 2009 to Aug 31, 2010 • Filed on Jul 14, 2011

Organization ProfileN/A
1212 Cathedral Street21201-5517
Siviq Scores

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

Liabilities / Assets

20th percentile

0.10x

Higher debt load relative to assets than 20% of similar nonprofits.

2010 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

$82,898,075

No earlier filing loaded for comparison.

Net Assets

$74,285,911

No earlier filing loaded for comparison.

Liabilities

$8,612,164

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,954,288

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2010: $82,898,075Liabilities 2010: $8,612,164Net Assets 2010: $74,285,9112010Assets 2011: $85,918,492Liabilities 2011: $8,153,192Net Assets 2011: $77,765,3002011Assets 2012: $85,116,976Liabilities 2012: $7,418,014Net Assets 2012: $77,698,9622012Assets 2013: $89,205,492Liabilities 2013: $6,511,967Net Assets 2013: $82,693,5252013Assets 2014: $96,133,165Liabilities 2014: $6,710,505Net Assets 2014: $89,422,6602014Assets 2015: $96,948,416Liabilities 2015: $5,979,854Net Assets 2015: $90,968,5622015Assets 2016: $97,069,899Liabilities 2016: $5,748,525Net Assets 2016: $91,321,3742016Assets 2017: $101,746,416Liabilities 2017: $6,120,185Net Assets 2017: $95,626,2312017Assets 2018: $98,139,951Liabilities 2018: $5,559,857Net Assets 2018: $92,580,0942018Assets 2019: $92,104,541Liabilities 2019: $5,356,909Net Assets 2019: $86,747,6322019Assets 2020: $93,563,260Liabilities 2020: $5,108,333Net Assets 2020: $88,454,9272020Assets 2021: $103,664,720Liabilities 2021: $4,930,834Net Assets 2021: $98,733,8862021Assets 2022: $88,796,004Liabilities 2022: $3,909,302Net Assets 2022: $84,886,7022022Assets 2024: $98,295,531Liabilities 2024: $3,165,910Net Assets 2024: $95,129,6212024

Highlighted filing

2010

Assets$82,898,075
Liabilities$8,612,164
Net Assets$74,285,911
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $3,954,2882010Expenses 2011: $4,457,9512011Revenue 2012: $1,151,976Expenses 2012: $4,768,961Net Income 2012: -$3,616,9852012Revenue 2013: $8,305,023Expenses 2013: $5,480,055Net Income 2013: $2,824,9682013Revenue 2014: $8,839,439Expenses 2014: $6,000,610Net Income 2014: $2,838,8292014Revenue 2015: $12,902,020Expenses 2015: $5,433,931Net Income 2015: $7,468,0892015Revenue 2016: $4,671,433Expenses 2016: $6,128,858Net Income 2016: -$1,457,4252016Revenue 2017: $8,083,351Expenses 2017: $5,803,965Net Income 2017: $2,279,3862017Revenue 2018: $7,672,767Expenses 2018: $11,312,393Net Income 2018: -$3,639,6262018Revenue 2019: $5,973,326Expenses 2019: $8,530,011Net Income 2019: -$2,556,6852019Revenue 2020: $1,289,378Expenses 2020: $5,939,328Net Income 2020: -$4,649,9502020Revenue 2021: $13,499,613Expenses 2021: $5,536,325Net Income 2021: $7,963,2882021Revenue 2022: $5,853,345Expenses 2022: $5,027,446Net Income 2022: $825,8992022Revenue 2024: $16,704,422Expenses 2024: $12,506,863Net Income 2024: $4,197,5592024

Highlighted filing

2010

Revenue-
Expenses$3,954,288
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2009 to Aug 31, 2010
Signed
Jul 14, 2011
Return Version
2009v1.7
Gross Receipts
$33,333,530
Mission and Program Overview

Mission

The organization is a supporting organization of the baltimore symphony orchestra, inc. (bso) and exists to support bso in accomplishing its missions. The depreciation expense of the endowment trust relates to assets used by the bso in furtherance of its missions.

Filing and Contact Details

Filer

EIN
77-0659339
Raw XML AppendixShowing 400 of 526 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01496285
IRS990/AccountsPayableAccruedExpenses/EOY0890176
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0To Support the Baltimore Symphony Orchestra in accomplishing its missions.
IRS990/AddressPrincipalOfficerUS/AddressLine101212 CATHEDRAL STREET
IRS990/AddressPrincipalOfficerUS/City0BALTIMORE
IRS990/AddressPrincipalOfficerUS/State0MD
IRS990/AddressPrincipalOfficerUS/ZIPCode0212015517
IRS990/AllOtherContributions021187
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BalanceSheetAmountsReported01
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear021187
IRS990/ContributionsGrantsPriorYear0667570
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ManagementAndGeneral055929
IRS990/DepreciationDepletion/ProgramServices0784925
IRS990/DepreciationDepletion/Total0840854
IRS990/DescribedIn501C301
IRS990/Description0THE BALTIMORE SYMPHONY ENDOWMENT TRUST IS A SUPPORTING ORGANIZATION OF THE BALTIMORE SYMPHONY ORCHESTRA, INC. (BSO) AND EXISTS TO SUPPORT BSO IN ACCOMPLISHING ITS MISSIONS. THE DEPRECIATION EXPENSE OF THE ENDOWMENT TRUST RELATES TO ASSETS USED BY THE BSO IN FURTHERANCE OF ITS MISSION.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/EscrowAccount00
IRS990/ExcessBenefitTransaction00
IRS990/Expense03438888
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral031099
IRS990/FeesForServicesAccounting/Total031099
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral0200071
IRS990/FeesForServicesInvstMgmntFees/Total0200071
IRS990/FeesForServicesLegal/ManagementAndGeneral05103
IRS990/FeesForServicesLegal/Total05103
IRS990/FeesForServicesOther/ManagementAndGeneral085137
IRS990/FeesForServicesOther/Total085137
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0BENJAMIN H GRISWOLD IV
IRS990/Form990PartVIISectionA/NamePerson1TERRY MEYERHOFF RUBENSTEIN
IRS990/Form990PartVIISectionA/NamePerson2MICHAEL G BRONFEIN
IRS990/Form990PartVIISectionA/NamePerson3MARK R FETTING
IRS990/Form990PartVIISectionA/NamePerson4PAUL G MEECHAM
IRS990/Form990PartVIISectionA/NamePerson5W GAR RICHLIN
IRS990/Form990PartVIISectionA/NamePerson6ANDREW A STERN
IRS990/Form990PartVIISectionA/NamePerson7CALMAN J ZAMOISKI JR
IRS990/Form990PartVIISectionA/NamePerson8TERRY A ARMACOST
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation421357
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation810520
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs4252233
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs8137193
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1SECRETARY
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5BOARD MEMBER
IRS990/Form990PartVIISectionA/Title6BOARD MEMBER
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8CFO
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Other0-1055019
IRS990/GainOrLoss/Securities0936538
IRS990/Gaming00
IRS990/Grants02653963
IRS990/GrantsAndSimilarAmntsCY02653963
IRS990/GrantsToDomesticOrgs/ProgramServices02653963
IRS990/GrantsToDomesticOrgs/Total02653963
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities032601022
IRS990/GrossReceipts033333530
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/Interest/ManagementAndGeneral031804
IRS990/Interest/Total031804
IRS990/InvestmentIncomeCurrentYear0592840
IRS990/InvestmentIncome/ExclusionAmount0710141
IRS990/InvestmentIncomePriorYear0-1492859
IRS990/InvestmentIncome/TotalRevenueColumn0711321
IRS990/InvestmentIncome/UnrelatedBusinessRevenue01180
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY017388066
IRS990/InvestmentsOtherSecurities/EOY011213818
IRS990/InvestmentsPubTradedSecurities/BOY034969378
IRS990/InvestmentsPubTradedSecurities/EOY043322033
IRS990/InvestTaxExemptBonds00
IRS990/LandBldgEquipmentAccumDeprec017130781
IRS990/LandBuildingsEquipmentBasis042243939
IRS990/LandBuildingsEquipmentBasisNet/BOY024456117
IRS990/LandBuildingsEquipmentBasisNet/EOY025113158
IRS990/LessCostOthBasisSalesExpenses/Other01055019
IRS990/LessCostOthBasisSalesExpenses/Securities031664484
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE BALTIMORE SYMPHONY ENDOWMENT TRUST IS A SUPPORTING ORGANIZATION OF THE BALTIMORE SYMPHONY ORCHESTRA, INC. (BSO) AND EXISTS TO SUPPORT BSO IN ACCOMPLISHING ITS MISSIONS. THE DEPRECIATION EXPENSE OF THE ENDOWMENT TRUST RELATES TO ASSETS USED BY THE BSO IN FURTHERANCE OF ITS MISSION.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0Paul Meecham
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY075349386
IRS990/NetAssetsOrFundBalancesEOY074285911
IRS990/NetGainOrLossInvestments/ExclusionAmount0-118481
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-118481
IRS990/NetUnrelatedBusinessTxblIncome0180
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral0530
IRS990/OfficeExpenses/Total0530
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0311410
IRS990/OtherAssetsTotal/EOY0267795
IRS990/OtherExpensePriorYear01466627
IRS990/OtherExpensesCurrentYear01300325
IRS990/OtherExpenses/Description0BOND COSTS
IRS990/OtherExpenses/Description1MISCELLANEOUS
IRS990/OtherExpenses/Description2BAD DEBT EXPENSE
IRS990/OtherExpenses/Fundraising020000
IRS990/OtherExpenses/ManagementAndGeneral043029
IRS990/OtherExpenses/ManagementAndGeneral142698
IRS990/OtherExpenses/Total043029
IRS990/OtherExpenses/Total142698
IRS990/OtherExpenses/Total220000
IRS990/OtherLiabilities/BOY02468081
IRS990/OtherLiabilities/EOY02886988
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY065765000
IRS990/PermanentlyRestrictedNetAssets/EOY066315159
IRS990/PledgesAndGrantsReceivable/BOY01686028
IRS990/PledgesAndGrantsReceivable/EOY01500444
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0-3340261
IRS990/RevenuesLessExpensesPriorYear0-2291916
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY05502753
IRS990/SavingsAndTempCashInvestments/EOY01480827
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts02653963
IRS990ScheduleA/SupportedOrgInformation/Amount02653963
IRS990ScheduleA/SupportedOrgInformation/EIN0520629696
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue024263781
IRS990ScheduleD/Buildings/Depreciation013813801
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis038077582
IRS990ScheduleD/CurrentYear/AdministrativeExpenses0148867
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance052187854
IRS990ScheduleD/CurrentYear/Contributions01097917
IRS990ScheduleD/CurrentYear/EndOfYearBalance054379133
IRS990ScheduleD/CurrentYear/GrantsOrScholarships02653963
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses04235879
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses098370
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance061683000
IRS990ScheduleD/CurrentYearMinus1Year/Contributions0308470
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance052187854
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-8301918
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures01403328
IRS990ScheduleD/CurrentYear/OtherExpenditures0339687
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue0220827
IRS990ScheduleD/Equipment/Depreciation03316980
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis03537807
IRS990ScheduleD/ExcessOrDeficitForYear0-3340261
IRS990ScheduleD/ExcessOrDeficitPerFS0-1063475
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ORGANIZATION USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE BALTIMORE SYMPHONY ENDOWMENT TRUST IS the Parent OF THE CONSOLIDATED GROUP KNOWN AS THE BALTIMORE SYMPHONY Endowment Trust and Subsidiary ("GROUP"). AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR THE group ON A CONSOLIDATED BASIS. IN THE NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS of the group, IT IS NOTED THAT THE GROUP ADOPTED ASC 740 DURING THE YEAR ENDED AUGUST 31, 2009 AND the impact of the adoption of ASC 740 was not material to the financial statements. ASC 740, Income Taxes (ASC 740), prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return as well as guidance on de-recognition, classification, interest and penalties and financial statement reporting disclosures. For these benefits to be recognized, a tax position must be more-likely-than not to be sustained upon examination by taxing authorities. The amount recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. THE TRUST RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. THE TRUST DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF AUGUST 31, 2010 AND 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2LOSS ON INTEREST RATE SWAP: -332403. DECREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY: -2087. INCOME REPORTED ON INVESTMENT K-1 FOR BOOKS, BUT NOT FOR TAX PURPOSES: 183129.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part V, Line 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part X:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2Part XI, Line 8 - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Description of Intended Use of Endowment Funds:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1Description of Uncertain Tax Positions Under FIN 48:
IRS990ScheduleD/Land/BookValue0628550
IRS990ScheduleD/Land/OtherCostOrOtherBasis0628550
IRS990ScheduleD/NetUnrealizedGLOnInvestments02428147
IRS990ScheduleD/OtherAmount0-151361
IRS990ScheduleD/OtherLiabilities/Amount02600011
IRS990ScheduleD/OtherLiabilities/Amount1286977
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilities/Description1INTEREST RATE SWAP
IRS990ScheduleD/OtherSecurities/BookValue011213818
IRS990ScheduleD/OtherSecurities/Description0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalAdjustments02276786
IRS990ScheduleD/TotalExpenses03954288
IRS990ScheduleD/TotalOfAmounts02886988
IRS990ScheduleD/TotalOfBookValueLandBuildings025113158
IRS990ScheduleD/TotalOfBookValueSecurities011213818
IRS990ScheduleD/TotalRevenue0614027
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: THE GRANT FUNDS ARE GIVEN TO BALTIMORE SYMPHONY ORCHESTRA, WHO IS A RELATED ORGANIZATION OF THE FILING ENTITY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Procedure for Monitoring Grants in the U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0Part I, Line 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101212 Cathedral Street
IRS990ScheduleI/RecipientTable/AddressUS/City0BALTIMORE
IRS990ScheduleI/RecipientTable/AddressUS/State0MD
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode021201
IRS990ScheduleI/RecipientTable/AmountOfCashGrant02653963
IRS990ScheduleI/RecipientTable/EINOfRecipient0520629696
IRS990ScheduleI/RecipientTable/IRCSection03
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO PROVIDE SUPPORT TO A SUPPORTED ORGANIZATION TO FURTHER ITS EXEMPT PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0251945
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0The Organization does not directly compensate any of its officers or directors as all compensation is paid by Baltimore Symphony Orchestra ("BSO"), a related organization. DURING THE FISCAL YEAR ENDED 2010, BSO DID NOT HAVE SALARY INCREASES FOR ANY OF ITS EMPLOYEES. BSO ACTUALLY HAD SALARY DECREASES FOR ALL OF ITS EMPLOYEES. DURING A TIMEFRAME WHEN SALARIES ARE BEING ADJUSTED, THE BOARD WILL MEET TO DISCUSS AND REVIEW THE SALARIES OF TOP OFFICIALS. Data from comparable organizations for similar positions is reviewed.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0Part III
IRS990ScheduleJ/Form990ScheduleJPartII/NameBusiness/BusinessNameLine10PAUL G MEECHAM
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs021357
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs0288
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0273590
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleK/Form990ScheduleKPartI/CUSIPNumber0574205GD6
IRS990ScheduleK/Form990ScheduleKPartI/DateIssued02008-11-20
IRS990ScheduleK/Form990ScheduleKPartI/Defeased00
IRS990ScheduleK/Form990ScheduleKPartI/DescriptionOfPurpose0TO FINANCE THE RENOVATION OF THE JOSEPH MEYERHOFF SYMPHONY HALL.
IRS990ScheduleK/Form990ScheduleKPartII/AdequateBooksAndRecdsMaintaind01
IRS990ScheduleK/Form990ScheduleKPartII/AdvanceRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/AmountUnspent01360007
IRS990ScheduleK/Form990ScheduleKPartII/CapitalExpenditures03474993
IRS990ScheduleK/Form990ScheduleKPartII/CurrentRefunding00
IRS990ScheduleK/Form990ScheduleKPartII/FinalAllocationMade00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyLeaseArrangements00
IRS990ScheduleK/Form990ScheduleKPartIII/AnyResearchAgreements00
IRS990ScheduleK/Form990ScheduleKPartIII/BondCounselRoutinelyEngaged00
IRS990ScheduleK/Form990ScheduleKPartIII/MngmentCntrctBondFinancdPrprty00
IRS990ScheduleK/Form990ScheduleKPartIII/OwningBondFinancedProperty00
IRS990ScheduleK/Form990ScheduleKPartIII/PercentageOfPrvtBusinessReUBI00.00000
IRS990ScheduleK/Form990ScheduleKPartIII/PostIssuanceComplianceProcdrs01
IRS990ScheduleK/Form990ScheduleKPartIII/PrcntgePrvtBusinessUseByOthers00.00000
IRS990ScheduleK/Form990ScheduleKPartII/IssuanceCostsFromProceeds0165000
IRS990ScheduleK/Form990ScheduleKPartIII/TotalPrivateBusinessUse00.00000
IRS990ScheduleK/Form990ScheduleKPartI/IssuePrice05000000
IRS990ScheduleK/Form990ScheduleKPartI/IssuerEIN0521376562
IRS990ScheduleK/Form990ScheduleKPartI/IssuerName/BusinessNameLine10MARYLAND ECONOMIC DEVELOPMENT CORPORATION
IRS990ScheduleK/Form990ScheduleKPartII/TotalProceeds05000000
IRS990ScheduleK/Form990ScheduleKPartII/YearOfSubstCompletion02011
IRS990ScheduleK/Form990ScheduleKPartI/OnBehalfOfIssuer00
IRS990ScheduleK/Form990ScheduleKPartIV/ExceptionToRebate00
IRS990ScheduleK/Form990ScheduleKPartIV/Form8038TFiled00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvested00
IRS990ScheduleK/Form990ScheduleKPartIV/GrossProceedsInvestedInGIC00
IRS990ScheduleK/Form990ScheduleKPartIV/HedgeIdentifiedInBooksAndRecds01
IRS990ScheduleK/Form990ScheduleKPartIV/NameOfHedgeProvider/BusinessNameLine10PNC Bank
IRS990ScheduleK/Form990ScheduleKPartIV/TermOfHedge010.000000000000
IRS990ScheduleK/Form990ScheduleKPartIV/VariableRateIssue01
IRS990ScheduleO/GeneralExplanation/Explanation0THE BOARD OF THE TRUST CONSISTS OF EIGHT MEMBERS THAT ARE APPROVED BY THE BALTIMORE SYMPHONY ORCHESTRA (BSO), THREE OF WHOM SERVE BY VIRTUE OF THEIR POSITIONS WITH BSO (THE CHAIRMAN OF THE BOARD, THE PRESIDENT AND CHAIRMAN OF THE BUDGET AND FINANCE COMMITTEE). THE REMAINING TRUSTEES, WHICH CONSTITUTE THE MAJORITY, ARE APPOINTED TO STAGGERED TERMS BY BSO AND MAY NOT BE OFFICERS, DIRECTORS, OR EMPLOYEES OF THE BSO.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, PRIOR TO SUBMISSION. A COPY OF THE FORM 990 WAS ALSO MADE AVAILABLE TO THE FULL BOARD FOR REVIEW.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CONFLICT OF INTEREST POLICY IS AFFIRMATIVELY REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS EVERY YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ONLINE VIA WWW.GUIDESTAR.ORG.
IRS990ScheduleO/GeneralExplanation/Explanation4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101212 Cathedral Street
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0BALTIMORE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode021201
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0520629696
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MD
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROVIDING SYMPHONIC CONCERTS, CULTURAL AND EDUCaTIONAL
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$82,898,075
Liabilities
$8,612,164
Net assets
$74,285,911
Revenue
-
Expenses
$3,954,288
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.3$3.17$95.1$16.7$12.5$4.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.8$3.91$84.9$5.85$5.03$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$4.93$98.7$13.5$5.54$7.96
2020Summary only. Only limited summary data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$5.36$86.7$5.97$8.53$2.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.1$5.56$92.6$7.67$11.3$3.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$6.12$95.6$8.08$5.80$2.28
2016Detailed filing. Detailed filing data is available for this year.$97.1$5.75$91.3$4.67$6.13$1.46
2015Summary only. Only limited summary data is available for this year.$96.9$5.98$91.0$12.9$5.43$7.47
2014Detailed filing. Detailed filing data is available for this year.$96.1$6.71$89.4$8.84$6.00$2.84
2013Summary only. Only limited summary data is available for this year.$89.2$6.51$82.7$8.31$5.48$2.82
2012Summary only. Only limited summary data is available for this year.$85.1$7.42$77.7$1.15$4.77$3.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.9$8.15$77.8$4.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$8.61$74.3$3.95