Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2022 • EIN 77-0659339

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 14, 2023

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

21st percentile

0.04x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.67x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

29th percentile

$244,901

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$88,796,004

Down $14,868,716 (-14%) from 2021

Net Assets

Down

$84,886,702

Down $13,847,184 (-14%) from 2021

Liabilities

Down

$3,909,302

Down $1,021,532 (-21%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin66th percentile

Revenue

Down

$5,853,345

Down $7,646,268 (-57%) from 2021

Expenses

Down

$5,027,446

Down $508,879 (-9.2%) from 2021

Net Income

Down

$825,899

Down $7,137,389 (-90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$88,796,004
Liabilities$3,909,302
Net Assets$84,886,702
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$5,853,345
Expenses$5,027,446
Net Income$825,899
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 14, 2023
Return Version
2021v4.2
Gross Receipts
$33,074,932
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$73,750,390$58,619,253▼ $15,131,137
Land, Buildings, and Equipment, Net$17,112,688$15,961,554▼ $1,151,134
Investments Other Securities$7,558,881$9,416,361▲ $1,857,480
Savings and Temporary Cash Investments$2,585,464$2,001,241▼ $584,223
Pledges and Grants Receivable$1,831,151$1,598,028▼ $233,123
Cash and Non-Interest-Bearing Accounts$39,962$177,359▲ $137,397
Total Assets$103,664,720$88,796,004▼ $14,868,716
Other Assets Total$786,184$1,022,208▲ $236,024
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,172,846$3,814,535▼ $358,311
Other Liabilities$271,696$76,451▼ $195,245
Accounts Payable and Accrued Expenses$486,292$18,316▼ $467,976
Total Liabilities$4,930,834$3,909,302▼ $1,021,532
Net Assets / Fund Balance
Net Assets With Donor Restrictions$87,120,110$84,994,702▼ $2,125,408
Net Assets Without Donor Restrictions$11,613,776$-108,000▼ $11,721,776
Total Net Assets Fund Balance$98,733,886$84,886,702▼ $13,847,184
Total Liabilities and Net Assets / Fund Balance$103,664,720$88,796,004▼ $14,868,716

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,284,489$26,664,345$41,948,834
Equipment$18,715$4,010,246$4,028,961
Land$658,350-$658,350
Other Securities$392,575--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$83,365,200$1,282,119▼ $11,067,708$1,061,763$69,571,845
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
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Peter T KjomeBoard Member and CEO (part Year)PT$46,103$2,877$48,980
Ms Allison Burr-livingstoneVP & Chief Advancement OfficerPT$38,819$6,048$44,867
Ms Sarah BeckwithVice President and CFO (part Year)-$14,649$3,958$18,607

Board Members and Trustees

NameTitle
Mr Chris BarlettChairman
Mr John G Mclean JrSenior Vice President & CFO
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 Mark HansonBoard Member and CEO
Mr Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GlenmedeInvestment Management1650 MARKET STREET SUITE 1200, Philadelphia, PA 19103$131,048
Revenue and Support

Revenue Composition

Contributions and Grants
$1,704,546
Program Service Revenue
$0
Investment Income
$4,148,799
Other Revenue
$0
All Other Contributions
$1,704,546
Change in Net Assets
$825,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,572,258
Other Expenses$2,129,821
Salaries, Compensation, and Employee Benefits$325,367
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,572,258--$2,572,258
Depreciation Depletion$1,216,467--$1,216,467
Fees for Service Investment Mgmnt Fees-$383,886-$383,886
Other Salaries and Wages-$316,390-$316,390
Interest-$111,877-$111,877
Insurance-$90,024-$90,024
Fees for Services Accounting-$25,219-$25,219
Fees for Services Legal-$21,133-$21,133
Payroll Taxes-$8,977-$8,977
Fees for Services Other$2,060--$2,060
Advertising-$745-$745
Office Expenses-$626-$626
Other Expenses-$250-$250
Occupancy-$135-$135
Royalties-$67-$67
Total Functional Expenses$3,790,785$1,236,661$0$5,027,446
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.$2,572,258

International Summary

Offices
0
Employees
0
Spending
$5,942,264

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$5,942,264
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$67,927
Interest Rate Swap$10,087
Unamortized Debt Financing Costs, Net$-1,563
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
2023-07-14
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
0
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 -11,077. Write offs of uncollectible pledges/pledge adjustments -7,846. Gain (loss) on interest rate swap 178,461.”

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, 2022, and 2021.”

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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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1014675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1238833
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10132075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
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/TitleTxt10VICE PRESIDENT AND CFO (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt11SENIOR VICE PRESIDENT & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP & CHIEF ADVANCEMENT OFFICER
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IRS990/FormationYr02006
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IRS990/FSAuditedInd01
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InterestGrp/TotalAmt0111877
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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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02113297
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14832621
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011613776
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-108000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0135
IRS990/OccupancyGrp/TotalAmt0135
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0626
IRS990/OfficeExpensesGrp/TotalAmt0626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0786184
IRS990/OtherAssetsTotalGrp/EOYAmt01022208
IRS990/OtherChangesInNetAssetsAmt0159538
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1STAFF TRAINING AND DEVE
IRS990/OtherExpensesGrp/Desc2BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0276697
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2250
IRS990/OtherExpensesGrp/TotalAmt0276697
IRS990/OtherExpensesGrp/TotalAmt1635
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherLiabilitiesGrp/BOYAmt0271696
IRS990/OtherLiabilitiesGrp/EOYAmt076451
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0316390
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316390
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08977
IRS990/PayrollTaxesGrp/TotalAmt08977
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01831151
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01598028
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK C HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0339908
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03449210
IRS990/PYInvestmentIncomeAmt013159705
IRS990/PYOtherExpensesAmt01742814
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07963288
IRS990/PYSalariesCompEmpBnftPaidAmt0344301
IRS990/PYTotalExpensesAmt05536325
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013499613
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0825899
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt067
IRS990/RoyaltiesGrp/TotalAmt067
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02585464
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02001241
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/CurrentTaxYearAmt01704546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0339908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01596340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01874435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02006738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07521967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02035502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01556226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0978571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01771172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01545234
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IRS990ScheduleA/PublicSupportPY170Pct00.34200
IRS990ScheduleA/PublicSupportTotal170Amt04319111
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02006738
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07521967
IRS990ScheduleA/TotalSupportAmt015408672
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0101807
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0947859

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,796,004
Liabilities
$3,909,302
Net assets
$84,886,702
Revenue
$5,853,345
Expenses
$5,027,446
Net income
$825,899
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
2022Detailed filing. Detailed filing data is available for this year.$88.8$3.91$84.9$5.85$5.03$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$4.93$98.7$13.5$5.54$7.96
2020Summary only. Only limited summary data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$5.36$86.7$5.97$8.53$2.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.1$5.56$92.6$7.67$11.3$3.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$6.12$95.6$8.08$5.80$2.28
2016Detailed filing. Detailed filing data is available for this year.$97.1$5.75$91.3$4.67$6.13$1.46
2015Summary only. Only limited summary data is available for this year.$96.9$5.98$91.0$12.9$5.43$7.47
2014Detailed filing. Detailed filing data is available for this year.$96.1$6.71$89.4$8.84$6.00$2.84
2013Summary only. Only limited summary data is available for this year.$89.2$6.51$82.7$8.31$5.48$2.82
2012Summary only. Only limited summary data is available for this year.$85.1$7.42$77.7$1.15$4.77$3.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.9$8.15$77.8$4.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$8.61$74.3$3.95