Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2023 • EIN 77-0659339

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 22, 2025

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

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.45x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$319,504

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

40th percentile

3.7%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

37%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$92,110,864

Up $3,314,860 (+3.7%) from 2022

Net Assets

Up

$88,501,953

Up $3,615,251 (+4.3%) from 2022

Liabilities

Down

$3,608,911

Down $300,391 (-7.7%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$7,990,830

Up $2,137,485 (+37%) from 2022

Expenses

Up

$6,187,456

Up $1,160,010 (+23%) from 2022

Net Income

Up

$1,803,374

Up $977,475 (+118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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 2023: $92,110,864Liabilities 2023: $3,608,911Net Assets 2023: $88,501,9532023Assets 2024: $98,295,531Liabilities 2024: $3,165,910Net Assets 2024: $95,129,6212024

Highlighted filing

2023

Assets$92,110,864
Liabilities$3,608,911
Net Assets$88,501,953
Open 2023 Filing

Operations Trend

Revenue Growth87th 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 2023: $7,990,830Expenses 2023: $6,187,456Net Income 2023: $1,803,3742023Revenue 2024: $16,704,422Expenses 2024: $12,506,863Net Income 2024: $4,197,5592024

Highlighted filing

2023

Revenue$7,990,830
Expenses$6,187,456
Net Income$1,803,374
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 22, 2025
Return Version
2022v5.0
Gross Receipts
$51,845,330
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$58,619,253$58,532,548▼ $86,705
Land, Buildings, and Equipment, Net$15,961,554$14,938,911▼ $1,022,643
Investments Other Securities$9,416,361$9,266,733▼ $149,628
Savings and Temporary Cash Investments$2,001,241$3,893,696▲ $1,892,455
Pledges and Grants Receivable$1,598,028$3,387,246▲ $1,789,218
Cash and Non-Interest-Bearing Accounts$177,359$1,580,290▲ $1,402,931
Total Assets$88,796,004$92,110,864▲ $3,314,860
Other Assets Total$1,022,208$511,440▼ $510,768
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,814,535$3,484,652▼ $329,883
Accounts Payable and Accrued Expenses$18,316$77,540▲ $59,224
Other Liabilities$76,451$46,719▼ $29,732
Total Liabilities$3,909,302$3,608,911▼ $300,391
Net Assets / Fund Balance
Net Assets With Donor Restrictions$84,994,702$88,568,534▲ $3,573,832
Net Assets Without Donor Restrictions$-108,000$-66,581▲ $41,419
Total Net Assets Fund Balance$84,886,702$88,501,953▲ $3,615,251
Total Liabilities and Net Assets / Fund Balance$88,796,004$92,110,864▲ $3,314,860

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,271,355$27,882,389$42,153,744
Equipment$9,206$4,019,755$4,028,961
Land$658,350-$658,350
Other Securities$2,007,219--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$70,371,845$1,507,663▲ $6,817,100$1,792,667$73,078,625
2021$83,365,200$1,282,119▼ $10,267,708$261,763$70,371,845
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
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr John G Mclean JrSenior Vice President & CFO-$12,563$124,257$136,820
Mr Mark HansonBoard Member and CEOPT$55,358$8,542$63,900
Ms Allison Burr-livingstoneVP & Chief Advancement OfficerPT$45,035$10,070$55,105
Mr Peter KjomeFormer Board Member and CEOPT$3,393$11,716$15,109

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
GlenmedeInvestment Management1650 MARKET STREET SUITE 1200, Philadelphia, PA 19103$172,040
Revenue and Support

Revenue Composition

Contributions and Grants
$3,051,904
Program Service Revenue
$0
Investment Income
$4,938,926
Other Revenue
$0
All Other Contributions
$1,201,904
Change in Net Assets
$1,803,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,550,000
Other Expenses$2,380,776
Salaries, Compensation, and Employee Benefits$256,680
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,550,000--$3,550,000
Depreciation Depletion$1,227,552--$1,227,552
Fees for Service Investment Mgmnt Fees-$275,316-$275,316
Interest-$189,076-$189,076
Current Officers, Directors, Trustees, and Key Employees-$147,796-$147,796
Other Salaries and Wages-$107,582-$107,582
Insurance-$93,479-$93,479
Fees for Services Accounting-$4,560-$4,560
Fees for Services Other$4,273--$4,273
Fees for Services Legal-$1,618-$1,618
Payroll Taxes-$1,302-$1,302
Office Expenses-$598-$598
Other Expenses-$250-$250
Total Functional Expenses$4,781,825$1,405,631$0$6,187,456
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.$3,550,000
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$48,032
Unamortized Debt Financing Costs, Net$-1,313
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
Ann Bromery
Title
CFO
Phone
4107838090
Signed
2025-01-22
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 -87,444. Gain (loss) on interest rate swap 41,419. Write offs of uncollectible pledges/pledge adjustments -20,000. Other reconciling adjustment -272.”

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, 2023, and 2022.”

Raw XML AppendixShowing 400 of 668 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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1012563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1145048
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1214776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0221484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10113075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11135148
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1259100
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR VICE PRESIDENT & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP & CHIEF ADVANCEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORMER BOARD MEMBER AND CEO
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IRS990/FormerOfcrEmployeesListedInd01
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt02288500
IRS990/GamingActivitiesInd00
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IRS990/GrantAmt03550000
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt03550000
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt046143000
IRS990/GrossReceiptsAmt051845330
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt093479
IRS990/InsuranceGrp/TotalAmt093479
IRS990/InterestGrp/ManagementAndGeneralAmt0189076
IRS990/InterestGrp/TotalAmt0189076
IRS990/InvestmentIncomeGrp/ExclusionAmt02671241
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02650426
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-20815
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09416361
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09266733
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058619253
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058532548
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt015961554
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014938911
IRS990/LandBldgEquipCostOrOtherBssAmt046841055
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt043854500
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/BOYAmt03814535
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03484652
IRS990/NetAssetsOrFundBalancesBOYAmt084886702
IRS990/NetAssetsOrFundBalancesEOYAmt088501953
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02288500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02288500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01878174
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-108000
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-66581
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0598
IRS990/OfficeExpensesGrp/TotalAmt0598
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01022208
IRS990/OtherAssetsTotalGrp/EOYAmt0511440
IRS990/OtherChangesInNetAssetsAmt0-66297
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2LICENSES
IRS990/OtherExpensesGrp/Desc3BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0431726
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1152028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/TotalAmt0431726
IRS990/OtherExpensesGrp/TotalAmt1152028
IRS990/OtherExpensesGrp/TotalAmt2300
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt076451
IRS990/OtherLiabilitiesGrp/EOYAmt046719
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107582
IRS990/OtherSalariesAndWagesGrp/TotalAmt0107582
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01302
IRS990/PayrollTaxesGrp/TotalAmt01302
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01598028
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03387246
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK C HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01704546
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02572258
IRS990/PYInvestmentIncomeAmt04148799
IRS990/PYOtherExpensesAmt02129821
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0825899
IRS990/PYSalariesCompEmpBnftPaidAmt0325367
IRS990/PYTotalExpensesAmt05027446
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05853345
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01803374
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02001241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03893696
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/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt04273
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520629696
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt04273
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03550000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BALTIMORE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03550000
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/BookValueAmt014271355
IRS990ScheduleD/BuildingsGrp/DepreciationAmt027882389
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt042153744
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0275316
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt070371845
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01507663
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt073078625
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03550000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06817100
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01792667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0373745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt083365200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01282119
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt070371845
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03372258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10267708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0261763
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0101807
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt071259587
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0947859
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt083365200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03449210
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015396000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0687229
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0102255
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt067520059
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03253990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt071259587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03558565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05873000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01726642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0100919
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072645812
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01874838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt067520059
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03625335

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,110,864
Liabilities
$3,608,911
Net assets
$88,501,953
Revenue
$7,990,830
Expenses
$6,187,456
Net income
$1,803,374
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
2023Detailed filing. Detailed filing data is available for this year.$92.1$3.61$88.5$7.99$6.19$1.80
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.8$3.91$84.9$5.85$5.03$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$4.93$98.7$13.5$5.54$7.96
2020Summary only. Only limited summary data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$5.36$86.7$5.97$8.53$2.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.1$5.56$92.6$7.67$11.3$3.64
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