Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2017 • EIN 77-0659339

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 12, 2018

Organization ProfileN/A
1212 Cathedral StreetBaltimore, MD 21201-5517

(410) 783-8095

Siviq Scores

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

Liabilities / Assets

19th percentile

0.06x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.76x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$320,733

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

45th percentile

4.8%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

73%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$101,746,416

Up $4,676,517 (+4.8%) from 2016

Net Assets

Up

$95,626,231

Up $4,304,857 (+4.7%) from 2016

Liabilities

Up

$6,120,185

Up $371,660 (+6.5%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin84th percentile

Revenue

Up

$8,083,351

Up $3,411,918 (+73%) from 2016

Expenses

Down

$5,803,965

Down $324,893 (-5.3%) from 2016

Net Income

Up

$2,279,386

Up $3,736,811 (+256%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2017

Assets$101,746,416
Liabilities$6,120,185
Net Assets$95,626,231
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$8,083,351
Expenses$5,803,965
Net Income$2,279,386
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 12, 2018
Return Version
2016v3.0
Gross Receipts
$30,662,018
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$50,291,041$56,451,962▲ $6,160,921
Land, Buildings, and Equipment, Net$21,991,673$21,175,136▼ $816,537
Investments Other Securities$12,684,760$9,428,068▼ $3,256,692
Savings and Temporary Cash Investments$5,037,165$6,160,944▲ $1,123,779
Pledges and Grants Receivable$5,226,509$3,277,814▼ $1,948,695
Cash and Non-Interest-Bearing Accounts$1,368,367$146,137▼ $1,222,230
Total Assets$97,069,899$101,746,416▲ $4,676,517
Other Assets Total$470,384$5,106,355▲ $4,635,971
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,573,809$5,490,534▲ $1,916,725
Accounts Payable and Accrued Expenses$91,416$330,211▲ $238,795
Other Liabilities$2,083,300$299,440▼ $1,783,860
Total Liabilities$5,748,525$6,120,185▲ $371,660
Net Assets / Fund Balance
Permanently Rstr Net Assets$72,773,296$74,705,480▲ $1,932,184
Unrestricted Net Assets$16,188,183$17,897,184▲ $1,709,001
Temporarily Rstr Net Assets$2,359,895$3,023,567▲ $663,672
Total Net Assets Fund Balance$91,321,374$95,626,231▲ $4,304,857
Total Liabilities and Net Assets / Fund Balance$97,069,899$101,746,416▲ $4,676,517

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,283,063$20,727,980$41,011,043
Equipment$233,723$3,790,229$4,023,952
Land$658,350-$658,350
Other Assets Org$5,047,113--
Other Securities$6,252,813--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$67,946,171$3,692,480▲ $8,141,639$4,161,730$71,962,160
2015$69,402,391$2,369,686▲ $2,979,405$3,149,912$67,946,171
2014$67,715,170$7,754,734▼ $794,727$2,094,903$69,402,391
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
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr BENJAMIN H GRISWOLD IVCHAIRMAN (Pt Yr)
Mr Andrew a SternBOARD MEmber
Mr Calman J ZAMOISKI JRBoard Member
Mr Joseph Meyerhoff IiBoard Member
Mr Kenneth W DeFontes JrBoaRD MEMBER
Mr Peter KjomeBOard Member
Mr Rick MonfredBoard Member
Ms Barbara BozzutoBoard Member
Mr Paul MeechamFormer Board member
Ms TERRY MEYERHOFF RUBENSTEINSecretary (pt Yr)
The Honorable Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Freestate Electrical Construction CompanElectrical Contractor13335 MID ATLANTIC BOULEVARD, Laurel, MD 20708$250,800
Heidrick And Struggles INCExecutive Headhunter1133 PAYSPHERE CIRCLE, Chicago, IL 60674$133,684
Revenue and Support

Revenue Composition

Contributions and Grants
$1,639,086
Program Service Revenue
$0
Investment Income
$6,444,265
Other Revenue
$0
All Other Contributions
$1,639,086
Change in Net Assets
$2,279,386

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$52,339Fair Market Value (FMV)
Total Noncash Contributions1$52,339-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,575,311
Other Expenses$1,867,001
Salaries, Compensation, and Employee Benefits$361,653
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,575,311--$3,575,311
Depreciation Depletion$1,202,439--$1,202,439
Other Salaries and Wages-$352,914-$352,914
Fees for Service Investment Mgmnt Fees-$200,228-$200,228
Interest-$162,060-$162,060
Fees for Services Other$109,273$1,726-$110,999
Insurance-$72,015-$72,015
Advertising-$43,993-$43,993
Occupancy-$34,386-$34,386
Fees for Services Accounting-$30,746-$30,746
Payroll Taxes-$8,739-$8,739
Office Expenses-$4,722-$4,722
Travel-$3,499-$3,499
Other Expenses-$250-$250
Conferences and Meetings-$176-$176
Total Functional Expenses$4,887,023$916,942$0$5,803,965
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baltimore Symphony Orchestra IncBaltimore, MD501(c)(3)To Provide Support to a Supported Organization to Further Its Exempt Purpose.$3,575,311

International Summary

Offices
0
Employees
0
Spending
$7,552,262

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$7,552,262
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
Interest Rate Swap$236,212
Gift Annuity Payable$63,228
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 nine 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 11B

“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

Filer Name
Baltimore Symphony Endowment Trust
EIN
77-0659339
Phone
4107838095
Address
1212 Cathedral Street, Baltimore, MD 21201-5517

Signing Officer

Name
Sarah Beckwith
Title
CFO
Phone
4107838095
Signed
2018-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter T Kjome
Formed
2006
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
8
Employees
3
Volunteers
8

Preparer

Firm
SC&H Tax & Advisory Services LLC
Address
910 Ridgebrook Road, Sparks, MD 21152
Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Gain on interest rate swap 146,458. Change in provision for doubtful pledges 62,500.”

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 2014 through 2017. 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, 2017 and 2016.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY (PT YR)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5BoaRD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOard Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEmber
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/FormationYr02006
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IRS990/FSAuditedInd01
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IRS990/InterestGrp/TotalAmt0162060
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09428068
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IRS990/LocalChaptersInd00
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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 MISSIONS.
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04975917
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04975917
IRS990/NetUnrelatedBusTxblIncmAmt0-494
IRS990/NetUnrlzdGainsLossesInvstAmt01816513
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IRS990/NoncashContributionsAmt052339
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034386
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04722
IRS990/OfficeExpensesGrp/TotalAmt04722
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0470384
IRS990/OtherAssetsTotalGrp/EOYAmt05106355
IRS990/OtherChangesInNetAssetsAmt0208958
IRS990/OtherExpensesGrp/Desc0STAFF TRAINING & DEVELO
IRS990/OtherExpensesGrp/Desc1Stock Transaction Costs
IRS990/OtherExpensesGrp/Desc2BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01065
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1423
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2250
IRS990/OtherExpensesGrp/TotalAmt01065
IRS990/OtherExpensesGrp/TotalAmt1423
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherLiabilitiesGrp/BOYAmt02083300
IRS990/OtherLiabilitiesGrp/EOYAmt0299440
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0352914
IRS990/OtherSalariesAndWagesGrp/TotalAmt0352914
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08739
IRS990/PayrollTaxesGrp/TotalAmt08739
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt072773296
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt074705480
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05226509
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03277814
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Peter T Kjome
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03483778
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03572846
IRS990/PYInvestmentIncomeAmt01187655
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IRS990/PYSalariesCompEmpBnftPaidAmt0453151
IRS990/PYTotalExpensesAmt06128858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04671433
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02279386
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05037165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06160944
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Baltimore Symphony Endowment Trust also supports the Baltimore Symphony Orchestra by holding and maintaining the building. Maintenance and depreciation expense associated with the building have been recorded on the Baltimore Symphony Endowment Trusts books and records.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Question 11g, Line vi:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03483778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08741890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04136028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02620731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020621513
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01467842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01404614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01844411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01625695
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01181804
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IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt082553

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,746,416
Liabilities
$6,120,185
Net assets
$95,626,231
Revenue
$8,083,351
Expenses
$5,803,965
Net income
$2,279,386
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
2017Detailed filing. Detailed filing data is available for this year.$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