Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2014 • EIN 77-0659339

Sep 01, 2013 to Aug 31, 2014 • Filed on Mar 26, 2015

Organization ProfileN/A
1212 Cathedral Street21201-5517

(410) 783-8095

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.07x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.76x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$266,307

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

6.4%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$96,133,165

Up $6,927,673 (+7.8%) from 2013

Net Assets

Up

$89,422,660

Up $6,729,135 (+8.1%) from 2013

Liabilities

Up

$6,710,505

Up $198,538 (+3.0%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin83rd percentile

Revenue

Up

$8,839,439

Up $534,416 (+6.4%) from 2013

Expenses

Up

$6,000,610

Up $520,555 (+9.5%) from 2013

Net Income

Up

$2,838,829

Up $13,861 (+0.5%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2014

Assets$96,133,165
Liabilities$6,710,505
Net Assets$89,422,660
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

2014

Revenue$8,839,439
Expenses$6,000,610
Net Income$2,838,829
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Mar 26, 2015
Return Version
2013v4.0
Gross Receipts
$21,429,226
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.

To support the baltimore symphony orchestra in accomplishing its missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$51,332,774$54,234,181▲ $2,901,407
Land, Buildings, and Equipment, Net$23,628,284$22,863,491▼ $764,793
Investments Other Securities$9,558,915$10,050,544▲ $491,629
Pledges and Grants Receivable$3,175,502$5,192,510▲ $2,017,008
Savings and Temporary Cash Investments$1,315,749$3,493,744▲ $2,177,995
Cash and Non-Interest-Bearing Accounts$62,438$259,133▲ $196,695
Total Assets$89,205,492$96,133,165▲ $6,927,673
Other Assets Total$131,830$39,562▼ $92,268
Liabilities
Tax Exempt Bond Liabilities$4,320,000$0▼ $4,320,000
Mortgage Notes Payable Secured by Investment Property$0$4,005,059▲ $4,005,059
Other Liabilities$2,182,275$2,534,486▲ $352,211
Accounts Payable and Accrued Expenses$9,692$170,960▲ $161,268
Total Liabilities$6,511,967$6,710,505▲ $198,538
Net Assets / Fund Balance
Permanently Rstr Net Assets$72,849,080$78,258,596▲ $5,409,516
Unrestricted Net Assets$6,369,498$8,048,155▲ $1,678,657
Temporarily Rstr Net Assets$3,474,947$3,115,909▼ $359,038
Total Net Assets Fund Balance$82,693,525$89,422,660▲ $6,729,135
Total Liabilities and Net Assets / Fund Balance$89,205,492$96,133,165▲ $6,927,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,936,624$17,497,165$39,433,789
Equipment$256,219$3,581,019$3,837,238
Land$658,350-$658,350
Other Land Buildings$12,298-$12,298
Other Securities$921,784--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$62,317,116$1,136,019▲ $8,840,604$1,501,059$67,715,170
2012$58,977,049$493,000▲ $7,395,217$1,379,269$62,317,116
2011$58,573,366$191,772▲ $4,783,470$1,594,286$58,977,049
2010$54,379,133-▲ $7,552,110$386,134$58,573,366
2009$52,187,854$1,097,917▲ $4,235,879$339,687$54,379,133
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katharine CaldwellDirector of Philanthropic SvcsFT$108,194$709$108,903

Board Members and Trustees

NameTitle
Benjamin H Griswold IvChairman
Barbara BozzutoBoard Member
Calman J Zamoiski JrBoard Member
Chris BarlettBoard Member
Kenneth W Defontes JrBoard Member
Paul G MeechamBoard Member
Terry Meyerhoff RubensteinSecretary
The Honorable Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counseling Service Co LLCCounseling-$360,500
Revenue and Support

Revenue Composition

Contributions and Grants
$4,136,028
Program Service Revenue
$0
Investment Income
$4,703,411
Other Revenue
$0
All Other Contributions
$4,136,028
Change in Net Assets
$2,838,829

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$51,886Fair Market Value (FMV)
Total Noncash Contributions1$51,886-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,000,697
Other Expenses$2,575,492
Salaries, Compensation, and Employee Benefits$424,421
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,000,697--$3,000,697
Depreciation Depletion$1,045,032--$1,045,032
Insurance-$520,895-$520,895
Other Salaries and Wages-$406,554-$406,554
Fees for Services Other$323,853--$323,853
Fees for Service Investment Mgmnt Fees-$213,719-$213,719
Interest-$128,812-$128,812
Occupancy-$93,424-$93,424
Advertising-$40,010-$40,010
Fees for Services Accounting-$24,389-$24,389
Payroll Taxes-$15,359-$15,359
Conferences and Meetings-$5,583-$5,583
Travel-$4,931-$4,931
Other Employee Benefits-$2,508-$2,508
Office Expenses$1,448$311-$1,759
Other Expenses-$966-$966
Total Functional Expenses$4,371,030$1,629,580$0$6,000,610
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
52-0629696-501(c)(3)To Provide Support to a Supported Organization to Further Its Exempt Purpose.$3,000,697

International Summary

Offices
0
Employees
0
Spending
$7,412,343

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -InvestmentsN/a00$7,412,343
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$2,181,702
Interest Rate Swap$249,627
Gift Annuity Payable$94,824
Remainder Trust Payable$8,333
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

“The 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 ceo, and the chairman of the 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.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was emailed to the full board for review prior to submission.”

Form 990, Part VI, Section B, Line 12C

“The bso has a conflict of interest policy that is available to all employees in the staff employee handbook. The handbook is issued to every new employee of the bso and the employee must sign to say that they have read and understood the information provided. The conflict of interest policy is monitored by management with the emphasis on those areas that are especially susceptible to possible conflicts. Any potential conflicts would be dealt with on an individual basis by the president/ceo and the director of human resources as necessary. The conflict of interest policy is affirmatively reviewed and signed by the board of directors every year.”

Form 990, Part VI, Section C, Line 19

“The 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.”

Filing and Contact Details

Filer

EIN
77-0659339
Phone
4107838095

Signing Officer

Name
Paul Meecham
Title
CEO
Phone
4107838095
Signed
2015-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Meecham
Formed
2006
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
6
Employees
1
Volunteers
6

Preparer

Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on interest rate swap -89,570. Present value adjustment to pledges -169,223. Write off of pledge -125,000.”

FORM 990, PAGE 12, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization uses the endowment funds as support for operating expenses that are necessary to fulfill the organization's exempt purpose.”

PART X, LINE 2:

“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 endowment trust continues to remain subject to examination by u.s. Federal authorities for the years 2011 through 2014. The endowment trust recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The endowment trust does not have any amounts accrued relating to interest and penalties as of august 31, 2014 and 2013.”

Raw XML AppendixShowing 400 of 628 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt03000697
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03000697
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03000697
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015667503
IRS990/GrossReceiptsAmt021429226
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0520895
IRS990/InsuranceGrp/TotalAmt0520895
IRS990/InterestGrp/ManagementAndGeneralAmt0128812
IRS990/InterestGrp/TotalAmt0128812
IRS990/InvestmentIncomeGrp/ExclusionAmt01626098
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01625695
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-403
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09558915
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010050544
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051332774
IRS990/InvestmentsPubTradedSecGrp/EOYAmt054234181
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021078184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023628284
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022863491
IRS990/LandBldgEquipCostOrOtherBssAmt043941675
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012589787
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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 MISSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04005059
IRS990/NetAssetsOrFundBalancesBOYAmt082693525
IRS990/NetAssetsOrFundBalancesEOYAmt089422660
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03077716
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03077716
IRS990/NetUnrelatedBusTxblIncmAmt0-403
IRS990/NetUnrlzdGainsLossesInvstAmt04274099
IRS990/NoncashContributionsAmt051886
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt093424
IRS990/OccupancyGrp/TotalAmt093424
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0311
IRS990/OfficeExpensesGrp/ProgramServicesAmt01448
IRS990/OfficeExpensesGrp/TotalAmt01759
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0131830
IRS990/OtherAssetsTotalGrp/EOYAmt039562
IRS990/OtherChangesInNetAssetsAmt0-383793
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02508
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02508
IRS990/OtherExpensesGrp/Desc0BOND COSTS
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2STOCK TRANSACTION COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt099268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt172851
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2966
IRS990/OtherExpensesGrp/TotalAmt099268
IRS990/OtherExpensesGrp/TotalAmt172851
IRS990/OtherExpensesGrp/TotalAmt2966
IRS990/OtherLiabilitiesGrp/BOYAmt02182275
IRS990/OtherLiabilitiesGrp/EOYAmt02534486
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0406554
IRS990/OtherSalariesAndWagesGrp/TotalAmt0406554
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015359
IRS990/PayrollTaxesGrp/TotalAmt015359
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt072849080
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt078258596
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03175502
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05192510
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL MEECHAM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02620731
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03061013
IRS990/PYInvestmentIncomeAmt05684292
IRS990/PYOtherExpensesAmt02104722
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02824968
IRS990/PYSalariesCompEmpBnftPaidAmt0314320
IRS990/PYTotalExpensesAmt05480055
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08305023
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02838829
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01315749
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03493744
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03000697
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03000697
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt021936624
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017497165
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt039433789
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt076813
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt062317116
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01136019
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt067715170
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03000697
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08840604
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01501059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0107868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt058977049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0493000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt062317116
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03061013
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07395217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01379269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0112762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt058573366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0191772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt058977049
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02864511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04783470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01594286
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt099203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt054379133
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt058573366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02872540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07552110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0386134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0148867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt052187854
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01097917
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt054379133
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02653963
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04235879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0339687
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0256219
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03581019
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03837238
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0658350
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0658350
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012298
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012298
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02181702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1249627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt394824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2REMAINDER TRUST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07355724
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt156619
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2288773
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3140909
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41286735
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5921784
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE ADVISORS - FUND OF FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COLLINS CAPITAL - FUND OF FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CAMDEN VENTURE LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CAMDEN PRIVATE CAPITAL CORP. FIN., LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4GREENSPRING GLOBAL II LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc5GREENSPRING GLOBAL III-B LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES THE ENDOWMENT FUNDS AS SUPPORT FOR OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC 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 ENDOWMENT TRUST CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE YEARS 2011 THROUGH 2014. THE ENDOWMENT TRUST RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. THE ENDOWMENT TRUST DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF AUGUST 31, 2014 AND 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022863491
IRS990ScheduleD/TotalBookValueSecuritiesAmt010050544
IRS990ScheduleD/TotalLiabilityAmt02534486
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt07412343
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN -
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0N/A
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,133,165
Liabilities
$6,710,505
Net assets
$89,422,660
Revenue
$8,839,439
Expenses
$6,000,610
Net income
$2,838,829
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
Peer Organizations

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