Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2020 • EIN 77-0659339

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 13, 2021

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

0.05x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

3.96x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

1st percentile

-361%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$279,537

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

33rd percentile

1.6%

Faster asset growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Flat

$93,563,260

Flat from 2020

Net Assets

Flat

$88,454,927

Flat from 2020

Liabilities

Flat

$5,108,333

Flat from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin1st percentile

Revenue

Flat

$1,289,378

Flat from 2020

Expenses

Flat

$5,939,328

Flat from 2020

Net Income

Flat

-$4,649,950

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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 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

2020

Assets$93,563,260
Liabilities$5,108,333
Net Assets$88,454,927
Open 2020 Filing

Operations Trend

Revenue Growth1st 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 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

2020

Revenue$1,289,378
Expenses$5,939,328
Net Income-$4,649,950
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 13, 2021
Return Version
2019v5.2
Gross Receipts
$31,767,799
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$54,201,153$58,768,526▲ $4,567,373
Land, Buildings, and Equipment, Net$19,227,369$18,119,636▼ $1,107,733
Investments Other Securities$6,334,054$7,077,752▲ $743,698
Savings and Temporary Cash Investments$7,433,878$5,828,826▼ $1,605,052
Pledges and Grants Receivable$3,146,904$2,639,575▼ $507,329
Prepaid Expenses and Deferred Charges$600,000$0▼ $600,000
Cash and Non-Interest-Bearing Accounts$268,639$250,252▼ $18,387
Total Assets$92,104,541$93,563,260▲ $1,458,719
Other Assets Total$892,544$878,693▼ $13,851
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,861,292$4,525,768▼ $335,524
Other Liabilities$426,997$369,642▼ $57,355
Accounts Payable and Accrued Expenses$68,620$212,923▲ $144,303
Total Liabilities$5,356,909$5,108,333▼ $248,576
Net Assets / Fund Balance
Net Assets With Donor Restrictions$81,224,058$83,517,361▲ $2,293,303
Net Assets Without Donor Restrictions$5,523,574$4,937,566▼ $586,008
Total Net Assets Fund Balance$86,747,632$88,454,927▲ $1,707,295
Total Liabilities and Net Assets / Fund Balance$92,104,541$93,563,260▲ $1,458,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,397,756$24,289,983$41,687,739
Equipment$63,530$3,962,201$4,025,731
Land$658,350-$658,350
Other Securities$1,724,400--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$67,520,059$3,253,990▲ $5,873,000$1,726,642$71,259,587
2018$72,645,812$1,874,838▲ $759,241$4,033,578$67,520,059
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr Andrew a SternBoard Member
Mr Barry RosenBoard Member
Mr Kenneth W Defontes JrBoard Member
Mr Peter KjomeBoard Member
Mr Rick MonfredBoard Member
Ms Barbara BozzutoBoard Member
Mr Joseph Meyerhoff IiBoard Member (part Year)
Mr Steven R SchuhTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,596,340
Program Service Revenue
$0
Investment Income
$-306,962
Other Revenue
$0
All Other Contributions
$1,596,340
Change in Net Assets
$-4,649,950

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$1,276,894Fair Market Value (FMV)
Total Noncash Contributions1$1,276,894-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,558,565
Other Expenses$1,992,751
Salaries, Compensation, and Employee Benefits$388,012
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,558,565--$3,558,565
Depreciation Depletion$1,227,969--$1,227,969
Other Salaries and Wages-$375,772-$375,772
Fees for Service Investment Mgmnt Fees-$220,567-$220,567
Interest-$160,870-$160,870
Occupancy-$132,272-$132,272
Insurance-$73,356-$73,356
Fees for Services Other$62,264$7,450-$69,714
Fees for Services Management-$26,184-$26,184
Payroll Taxes-$12,240-$12,240
Advertising-$8,004-$8,004
Office Expenses-$2,569-$2,569
Conferences and Meetings-$1,522-$1,522
Other Expenses$65,234$250-$250
Travel-$85-$85
Total Functional Expenses$4,914,032$1,025,296$0$5,939,328
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.$3,558,565

International Summary

Offices
0
Employees
0
Spending
$4,988,733

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
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$4,988,733
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$278,906
Gift Annuity Payable$90,736
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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 (2020) 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
2021-07-13
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 Group Inc
Address
910 RIDGEBROOK ROAD, SPARKS, MD 21152
Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on interest rate swap -44,010.”

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 endowment is used to support the charitable, literary and educational purposes of the baltimore symphony orchestra, inc., associated with the promotion of and appreciation of orchestral and symphonic music.”

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 is subject to examination by u.s. Fedeal authorities; however, there are currently no audits in progress. 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, 2020 and 2019.”

Raw XML AppendixShowing 400 of 670 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/GrossAmountSalesAssetsGrp/SecuritiesAmt029191712
IRS990/GrossReceiptsAmt031767799
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt073356
IRS990/InsuranceGrp/TotalAmt073356
IRS990/InterestGrp/ManagementAndGeneralAmt0160870
IRS990/InterestGrp/TotalAmt0160870
IRS990/InvestmentIncomeGrp/ExclusionAmt0978571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0979747
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01176
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06334054
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07077752
IRS990/InvestmentsPubTradedSecGrp/BOYAmt054201153
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058768526
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028252184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019227369
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018119636
IRS990/LandBldgEquipCostOrOtherBssAmt046371820
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030478421
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
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IRS990/NetAssetsOrFundBalancesBOYAmt086747632
IRS990/NetAssetsOrFundBalancesEOYAmt088454927
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1286709
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1286709
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06401255
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05523574
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04937566
IRS990/NoncashContributionsAmt01276894
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0132272
IRS990/OccupancyGrp/TotalAmt0132272
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02569
IRS990/OfficeExpensesGrp/TotalAmt02569
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0892544
IRS990/OtherAssetsTotalGrp/EOYAmt0878693
IRS990/OtherChangesInNetAssetsAmt0-44010
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1STOCK TRANSACTION COSTS
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING & DEVELO
IRS990/OtherExpensesGrp/Desc3BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0671
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2595
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/ProgramServicesAmt065234
IRS990/OtherExpensesGrp/TotalAmt065905
IRS990/OtherExpensesGrp/TotalAmt12889
IRS990/OtherExpensesGrp/TotalAmt2595
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt0426997
IRS990/OtherLiabilitiesGrp/EOYAmt0369642
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0375772
IRS990/OtherSalariesAndWagesGrp/TotalAmt0375772
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012240
IRS990/PayrollTaxesGrp/TotalAmt012240
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03146904
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02639575
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0600000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PETER T KJOME
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01874435
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03625335
IRS990/PYInvestmentIncomeAmt04098891
IRS990/PYOtherExpensesAmt04463071
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2556685
IRS990/PYSalariesCompEmpBnftPaidAmt0441605
IRS990/PYTotalExpensesAmt08530011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05973326
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-4649950
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07433878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05828826
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/CurrentTaxYearAmt01596340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01874435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02006738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01639086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03483778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010600377
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0978571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01771172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01545234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01467842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01404614
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07167433
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt062264
IRS990ScheduleA/PublicSupportCY170Pct00.47340
IRS990ScheduleA/PublicSupportPY170Pct00.43420
IRS990ScheduleA/PublicSupportTotal170Amt08410975
IRS990ScheduleA/SubstantialContributorsTotAmt02189402
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt062264
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03558565
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03558565
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01596340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01874435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02006738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01639086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03483778
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010600377
IRS990ScheduleA/TotalSupportAmt017767810
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt017397756
IRS990ScheduleD/BuildingsGrp/DepreciationAmt024289983
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041687739
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0102255
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt067520059
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03253990
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt071259587
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03558565
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05873000
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01726642
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0100919
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt072645812
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01874838
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt067520059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03625335
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0759241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04033578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt098998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072100093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01710293
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt072645812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03837682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05936454
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03164348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt081089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt068075548
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03692480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072100093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03575311
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08069106
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04080641
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt082553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt069402391
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02499063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt068075548
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03572846
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02979405
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03149912
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt063530
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03962201
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04025731
IRS990ScheduleD/FootnoteTextInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$93,563,260
Liabilities
$5,108,333
Net assets
$88,454,927
Revenue
$1,289,378
Expenses
$5,939,328
Net income
-$4,649,950
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
2020Detailed filing. Detailed filing data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
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