Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2021 • EIN 77-0659339

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 13, 2022

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

21st percentile

0.05x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.37x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

48th percentile

11%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

947%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$103,664,720

Up $10,101,460 (+11%) from 2020

Net Assets

Up

$98,733,886

Up $10,278,959 (+12%) from 2020

Liabilities

Down

$4,930,834

Down $177,499 (-3.5%) from 2020

Revenue

Up

$13,499,613

Up $12,210,235 (+947%) from 2020

Expenses

Down

$5,536,325

Down $403,003 (-6.8%) from 2020

Net Income

Up

$7,963,288

Up $12,613,238 (+271%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$103,664,720
Liabilities$4,930,834
Net Assets$98,733,886

Operations Trend

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

2021

Revenue$13,499,613
Expenses$5,536,325
Net Income$7,963,288
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 13, 2022
Return Version
2020v4.2
Gross Receipts
$39,811,324
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$58,768,526$73,750,390▲ $14,981,864
Land, Buildings, and Equipment, Net$18,119,636$17,112,688▼ $1,006,948
Investments Other Securities$7,077,752$7,558,881▲ $481,129
Savings and Temporary Cash Investments$5,828,826$2,585,464▼ $3,243,362
Pledges and Grants Receivable$2,639,575$1,831,151▼ $808,424
Cash and Non-Interest-Bearing Accounts$250,252$39,962▼ $210,290
Total Assets$93,563,260$103,664,720▲ $10,101,460
Other Assets Total$878,693$786,184▼ $92,509
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,525,768$4,172,846▼ $352,922
Accounts Payable and Accrued Expenses$212,923$486,292▲ $273,369
Other Liabilities$369,642$271,696▼ $97,946
Total Liabilities$5,108,333$4,930,834▼ $177,499
Net Assets / Fund Balance
Net Assets With Donor Restrictions$83,517,361$87,120,110▲ $3,602,749
Net Assets Without Donor Restrictions$4,937,566$11,613,776▲ $6,676,210
Total Net Assets Fund Balance$88,454,927$98,733,886▲ $10,278,959
Total Liabilities and Net Assets / Fund Balance$93,563,260$103,664,720▲ $10,101,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,422,548$25,460,953$41,883,501
Equipment$31,790$3,997,171$4,028,961
Land$658,350-$658,350
Other Securities$1,803,600--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$71,259,587$947,859▲ $15,396,000$687,229$83,365,200
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Peter T KjomeBoard Member and CEOPT$43,450$5,154$48,604
Ms Allison Burr-livingstoneVP & Chief Advancement OfficerPT$38,087$815$38,902
Ms Sarah BeckwithVice President and CFO-$14,155$4,010$18,165

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr Andrew a SternBoard Member
Mr Barry RosenBoard Member
Mr Kenneth W Defontes JrBoard Member
Mr Rick MonfredBoard Member
Ms Barbara BozzutoBoard Member
Ms Chaitanya YaramadaBoard Member
Mr Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Schaefer Construction Mgmt INCGeneral Construction Contractor208 E RIDGEVILLE BLVD 202, Mount Airy, MD 21771$122,815
Revenue and Support

Revenue Composition

Contributions and Grants
$339,908
Program Service Revenue
$0
Investment Income
$13,159,705
Other Revenue
$0
All Other Contributions
$339,908
Change in Net Assets
$7,963,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,449,210
Other Expenses$1,742,814
Salaries, Compensation, and Employee Benefits$344,301
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,449,210--$3,449,210
Depreciation Depletion$1,205,941--$1,205,941
Fees for Service Investment Mgmnt Fees-$238,770-$238,770
Other Salaries and Wages-$228,473-$228,473
Interest-$116,468-$116,468
Insurance-$83,328-$83,328
Current Officers, Directors, Trustees, and Key Employees-$66,768-$66,768
Occupancy-$39,007-$39,007
Other Employee Benefits-$37,518-$37,518
Fees for Services Accounting-$26,389-$26,389
Fees for Services Other$12,735$7,495-$20,230
Payroll Taxes-$11,542-$11,542
Fees for Services Legal-$5,248-$5,248
Conferences and Meetings-$3,331-$3,331
Office Expenses-$2,368-$2,368
Advertising-$1,484-$1,484
Other Expenses-$250-$250
Total Functional Expenses$4,667,886$868,439$0$5,536,325
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.$3,449,210

International Summary

Offices
0
Employees
0
Spending
$5,475,822

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$5,475,822
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$188,548
Gift Annuity Payable$83,148
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.

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
John G Mclean Jr
Title
CFO
Phone
4107838095
Signed
2022-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark C Hanson
Formed
2006
Legal Domicile
Md
Voting Board Members
9
Independent Board Members
8
Employees
9
Volunteers
8

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:

Change in present value discount of pledges and pledge adjustments -140,473. Write offs of uncollectible pledges/pledge adjustments -105,000. Gain (loss) on interest rate swap 90,358.

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. Federal 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, 2021, and 2020.

Raw XML AppendixShowing 400 of 708 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/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9127632
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10114303
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP & CHIEF ADVANCEMENT OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt011602115
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt03449210
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03449210
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03449210
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037913826
IRS990/GrossReceiptsAmt039811324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt083328
IRS990/InsuranceGrp/TotalAmt083328
IRS990/InterestGrp/ManagementAndGeneralAmt0116468
IRS990/InterestGrp/TotalAmt0116468
IRS990/InvestmentIncomeGrp/ExclusionAmt01556226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01557590
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07077752
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07558881
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058768526
IRS990/InvestmentsPubTradedSecGrp/EOYAmt073750390
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029458124
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018119636
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017112688
IRS990/LandBldgEquipCostOrOtherBssAmt046570812
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026311711
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/BOYAmt04525768
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04172846
IRS990/NetAssetsOrFundBalancesBOYAmt088454927
IRS990/NetAssetsOrFundBalancesEOYAmt098733886
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011602115
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011602115
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02470786
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04937566
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011613776
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt039007
IRS990/OccupancyGrp/TotalAmt039007
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02368
IRS990/OfficeExpensesGrp/TotalAmt02368
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0878693
IRS990/OtherAssetsTotalGrp/EOYAmt0786184
IRS990/OtherChangesInNetAssetsAmt0-155115
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037518
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037518
IRS990/OtherExpensesGrp/Desc0BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250
IRS990/OtherExpensesGrp/TotalAmt0250
IRS990/OtherLiabilitiesGrp/BOYAmt0369642
IRS990/OtherLiabilitiesGrp/EOYAmt0271696
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0228473
IRS990/OtherSalariesAndWagesGrp/TotalAmt0228473
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011542
IRS990/PayrollTaxesGrp/TotalAmt011542
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02639575
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01831151
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK C HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01596340
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03558565
IRS990/PYInvestmentIncomeAmt0-306962
IRS990/PYOtherExpensesAmt01992751
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4649950
IRS990/PYSalariesCompEmpBnftPaidAmt0388012
IRS990/PYTotalExpensesAmt05939328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01289378
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07963288
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05828826
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02585464
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/CurrentTaxYearAmt0339908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01596340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01874435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02006738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01639086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07456507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01556226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0978571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01771172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01545234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01467842
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07319045
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt012735
IRS990ScheduleA/PublicSupportCY170Pct00.34200
IRS990ScheduleA/PublicSupportPY170Pct00.47340
IRS990ScheduleA/PublicSupportTotal170Amt05052679
IRS990ScheduleA/SubstantialContributorsTotAmt02403828
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt012735
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03449210
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03449210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0339908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01596340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01874435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02006738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01639086
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07456507
IRS990ScheduleA/TotalSupportAmt014775552
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/BookValueAmt016422548
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025460953
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041883501
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0101807
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt071259587
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0947859
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt083365200
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03449210
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015396000
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0687229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0102255
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt067520059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03253990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt071259587
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03558565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05873000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01726642
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0100919
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072645812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01874838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt067520059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03625335
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0759241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04033578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt098998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt072100093
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01710293
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072645812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03837682

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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