Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2018 • EIN 77-0659339

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

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

22nd percentile

0.06x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.72x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

4th percentile

-47%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

33rd percentile

$260,569

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-5.1%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$98,139,951

Down $3,606,465 (-3.5%) from 2017

Net Assets

Down

$92,580,094

Down $3,046,137 (-3.2%) from 2017

Liabilities

Down

$5,559,857

Down $560,328 (-9.2%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin4th percentile

Revenue

Down

$7,672,767

Down $410,584 (-5.1%) from 2017

Expenses

Up

$11,312,393

Up $5,508,428 (+95%) from 2017

Net Income

Down

-$3,639,626

Down $5,919,012 (-260%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2018

Assets$98,139,951
Liabilities$5,559,857
Net Assets$92,580,094
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$7,672,767
Expenses$11,312,393
Net Income-$3,639,626
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.3
Gross Receipts
$28,023,856
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$56,451,962$57,874,810▲ $1,422,848
Land, Buildings, and Equipment, Net$21,175,136$20,391,171▼ $783,965
Investments Other Securities$9,428,068$11,757,870▲ $2,329,802
Pledges and Grants Receivable$3,277,814$3,558,528▲ $280,714
Savings and Temporary Cash Investments$6,160,944$2,961,317▼ $3,199,627
Prepaid Expenses and Deferred Charges-$500,000-
Cash and Non-Interest-Bearing Accounts$146,137$472,194▲ $326,057
Total Assets$101,746,416$98,139,951▼ $3,606,465
Other Assets Total$5,106,355$624,061▼ $4,482,294
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,490,534$5,184,018▼ $306,516
Accounts Payable and Accrued Expenses$330,211$191,949▼ $138,262
Other Liabilities$299,440$183,890▼ $115,550
Total Liabilities$6,120,185$5,559,857▼ $560,328
Net Assets / Fund Balance
Permanently Rstr Net Assets$74,705,480$77,101,820▲ $2,396,340
Unrestricted Net Assets$17,897,184$12,363,574▼ $5,533,610
Temporarily Rstr Net Assets$3,023,567$3,114,700▲ $91,133
Total Net Assets Fund Balance$95,626,231$92,580,094▼ $3,046,137
Total Liabilities and Net Assets / Fund Balance$101,746,416$98,139,951▼ $3,606,465

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,578,482$21,898,123$41,476,605
Equipment$154,339$3,869,613$4,023,952
Land$658,350-$658,350
Other Assets Org$-5,101,812--
Other Securities$3,627,433--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$72,100,093$1,710,293▲ $5,936,454$3,164,348$72,645,812
2016$68,075,548$3,692,480▲ $8,069,106$4,080,641$72,100,093
2015$69,402,391$2,499,063▲ $2,979,405$3,149,912$68,075,548
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
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr Andrew a SternBoard 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 Calman J Zamoiski JrBoard Member (part Year)
The Honorable Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Freestate Electrical Construction CompanElectrical Contractor13335 MID ATLANTIC BOULEVARD, Laurel, MD 20708$325,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,006,738
Program Service Revenue
$0
Investment Income
$5,666,029
Other Revenue
$0
All Other Contributions
$2,006,738
Change in Net Assets
$-3,639,626

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 Traded2$100,393Fair Market Value (FMV)
Total Noncash Contributions2$100,393-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,015,930
Grants and Similar Amounts Paid$3,837,682
Salaries, Compensation, and Employee Benefits$458,781
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,837,682--$3,837,682
Depreciation Depletion$1,249,527--$1,249,527
Other Salaries and Wages-$443,679-$443,679
Fees for Service Investment Mgmnt Fees-$212,122-$212,122
Interest-$190,060-$190,060
Occupancy-$76,137-$76,137
Insurance-$71,760-$71,760
Fees for Services Other$42,749--$42,749
Fees for Services Accounting-$25,890-$25,890
Payroll Taxes-$15,102-$15,102
Information Technology-$13,652-$13,652
Travel-$9,597-$9,597
Advertising-$7,471-$7,471
Office Expenses-$2,856-$2,856
Other Expenses$5,101,812$250-$250
Total Functional Expenses$10,231,770$1,080,623$0$11,312,393
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.$3,837,682

International Summary

Offices
0
Employees
0
Spending
$10,102,780

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$10,102,780
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
Gift Annuity Payable$100,220
Interest Rate Swap$83,670
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 organization 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. As of the current fiscal year end (august 31, 2018) there is one vacancy on the board of directors.”

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
2019-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter T Kjome
Formed
2006
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
7
Employees
9
Volunteers
7

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 152,542.”

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 organization is subject to examination by u.s. Fedeal authorities; however, there are currently no audits in progress. The organization recognizes interest and penalties accrued on any unrecognized tax exposure as a component of income tax expense. The organization does not have any amounts accrued relating to interest and penalties as of august 31, 2018 and 2017.”

Raw XML AppendixShowing 400 of 679 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/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt03837682
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03837682
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03837682
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024471463
IRS990/GrossReceiptsAmt028023856
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013652
IRS990/InformationTechnologyGrp/TotalAmt013652
IRS990/InsuranceGrp/ManagementAndGeneralAmt071760
IRS990/InsuranceGrp/TotalAmt071760
IRS990/InterestGrp/ManagementAndGeneralAmt0190060
IRS990/InterestGrp/TotalAmt0190060
IRS990/InvestmentIncomeGrp/ExclusionAmt01545234
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01545655
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0421
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09428068
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011757870
IRS990/InvestmentsPubTradedSecGrp/BOYAmt056451962
IRS990/InvestmentsPubTradedSecGrp/EOYAmt057874810
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025767736
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021175136
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020391171
IRS990/LandBldgEquipCostOrOtherBssAmt046158907
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt020351089
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 MISSIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05490534
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05184018
IRS990/NetAssetsOrFundBalancesBOYAmt095626231
IRS990/NetAssetsOrFundBalancesEOYAmt092580094
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04120374
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04120374
IRS990/NetUnrelatedBusTxblIncmAmt0-579
IRS990/NetUnrlzdGainsLossesInvstAmt0440947
IRS990/NoncashContributionsAmt0100393
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt076137
IRS990/OccupancyGrp/TotalAmt076137
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02856
IRS990/OfficeExpensesGrp/TotalAmt02856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05106355
IRS990/OtherAssetsTotalGrp/EOYAmt0624061
IRS990/OtherChangesInNetAssetsAmt0152542
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1STAFF TRAINING & DEVELO
IRS990/OtherExpensesGrp/Desc2STOCK TRANSACTION COSTS
IRS990/OtherExpensesGrp/Desc3BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010811
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1705
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2531
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/ProgramServicesAmt05101812
IRS990/OtherExpensesGrp/TotalAmt05112623
IRS990/OtherExpensesGrp/TotalAmt1705
IRS990/OtherExpensesGrp/TotalAmt2531
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt0299440
IRS990/OtherLiabilitiesGrp/EOYAmt0183890
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0443679
IRS990/OtherSalariesAndWagesGrp/TotalAmt0443679
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015102
IRS990/PayrollTaxesGrp/TotalAmt015102
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt074705480
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt077101820
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03277814
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03558528
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0500000
IRS990/PrincipalOfficerNm0PETER T KJOME
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01639086
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03575311
IRS990/PYInvestmentIncomeAmt06444265
IRS990/PYOtherExpensesAmt01867001
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02279386
IRS990/PYSalariesCompEmpBnftPaidAmt0361653
IRS990/PYTotalExpensesAmt05803965
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08083351
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3639626
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06160944
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02961317
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02006738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01639086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03483778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08741890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04136028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020007520
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt02006738
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt01639086
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt03483778
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt08741890
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt04136028
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt020007520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01545234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01467842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01404614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01844411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01625695
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07887796
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt042749
IRS990ScheduleA/PublicSupportCY170Pct00.42960
IRS990ScheduleA/PublicSupportPY170Pct00.46130
IRS990ScheduleA/PublicSupportTotal170Amt012001273
IRS990ScheduleA/SubstantialContributorsTotAmt08006247
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt042749
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03837682
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03837682
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalSupportAmt027937526
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt042210
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt042210
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt019578482
IRS990ScheduleD/BuildingsGrp/DepreciationAmt021898123
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041476605
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt098998
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt072100093
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01710293
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt072645812
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03837682
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05936454
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03164348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt081089
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt068075548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03692480
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt072100093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03575311
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08069106
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04080641
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt082553
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt069402391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02499063
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt068075548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03572846
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02979405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03149912
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt092739
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt067715170
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07754734
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt069402391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03085144
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-794727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02094903
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt076813
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt062317116
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01136019
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt067715170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08840604
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01501059
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0154339
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03869613
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04023952
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0658350
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0658350
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt052072
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15101812
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2571989

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,139,951
Liabilities
$5,559,857
Net assets
$92,580,094
Revenue
$7,672,767
Expenses
$11,312,393
Net income
-$3,639,626
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
2018Detailed filing. Detailed filing data is available for this year.$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