Civic Intelligence

Baltimore Symphony Endowment Trust

990 • Fiscal year 2024 • EIN 77-0659339

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 14, 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

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.19x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$497,136

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

51st percentile

6.7%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

109%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$98,295,531

Up $9,499,527 (+11%) from 2022

Net Assets

Up

$95,129,621

Up $10,242,919 (+12%) from 2022

Liabilities

Down

$3,165,910

Down $743,392 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin79th percentile

Revenue

Up

$16,704,422

Up $10,851,077 (+185%) from 2022

Expenses

Up

$12,506,863

Up $7,479,417 (+149%) from 2022

Net Income

Up

$4,197,559

Up $3,371,660 (+408%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$98,295,531
Liabilities$3,165,910
Net Assets$95,129,621
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$16,704,422
Expenses$12,506,863
Net Income$4,197,559
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$16,704,422
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$58,532,548$62,642,602▲ $4,110,054
Land, Buildings, and Equipment, Net$14,938,911$13,892,763▼ $1,046,148
Investments Other Securities$9,266,733$9,581,180▲ $314,447
Savings and Temporary Cash Investments$3,893,696$4,752,833▲ $859,137
Pledges and Grants Receivable$3,387,246$2,523,528▼ $863,718
Cash and Non-Interest-Bearing Accounts$1,580,290$-1,490▼ $1,581,780
Total Assets$92,110,864$98,295,531▲ $6,184,667
Other Assets Total$511,440$4,904,115▲ $4,392,675
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,484,652$3,115,261▼ $369,391
Other Liabilities$46,719$29,314▼ $17,405
Accounts Payable and Accrued Expenses$77,540$21,335▼ $56,205
Total Liabilities$3,608,911$3,165,910▼ $443,001
Net Assets / Fund Balance
Net Assets With Donor Restrictions$88,568,534$98,014,621▲ $9,446,087
Net Assets Without Donor Restrictions$-66,581$-2,885,000▼ $2,818,419
Total Net Assets Fund Balance$88,501,953$95,129,621▲ $6,627,668
Total Liabilities and Net Assets / Fund Balance$92,110,864$98,295,531▲ $6,184,667

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,232,795$28,993,436$42,226,231
Equipment$1,618$4,027,343$4,028,961
Land$658,350-$658,350
Other Securities$1,231,029--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$73,078,625$5,598,877▲ $10,851,000$3,631,263$77,056,803
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
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Mark HansonBoard Member and CEOPT$84,002$15,425$99,427
Ms Allison Burr-livingstoneVP & Chief Advancement OfficerPT$47,132$11,323$58,455
Mr John G Mclean JrSVP & CFO (part Year)-$35,336$4,540$39,876

Board Members and Trustees

NameTitle
Mr Andrew a SternChairman
Mr Chris BarlettChairman (part Year)
Ms Chaitanya YaramadaVice President
Mr Barry RosenBoard Member
Mr Mark VaselkivBoard Member
Ms Barbara BozzutoBoard Member
Ms Beth RosenwaldBoard Member
Ms Nicole NesbitBoard Member
Mr Kenneth W Defontes JrBoard Member (part Year)
Mr Richard MonfredBoard Member (part Year)
Mr Leonard WilliamsInterim CFO
Mr Steven R SchuhTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GlenmedeInvestment Management1650 MARKET STREET SUITE 1200, Philadelphia, PA 19103$171,562
Revenue and Support

Revenue Composition

Contributions and Grants
$8,674,400
Program Service Revenue
$0
Investment Income
$8,030,022
Other Revenue
$0
All Other Contributions
$8,674,400
Change in Net Assets
$4,197,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,560,000
Other Expenses$3,649,520
Salaries, Compensation, and Employee Benefits$297,343
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,560,000--$8,560,000
Depreciation Depletion$1,118,634--$1,118,634
Fees for Service Investment Mgmnt Fees-$280,436-$280,436
Interest-$220,611-$220,611
Current Officers, Directors, Trustees, and Key Employees-$139,303-$139,303
Other Salaries and Wages-$111,823-$111,823
Fees for Services Other-$100,996-$100,996
Insurance-$95,474-$95,474
Other Employee Benefits-$46,217-$46,217
Office Expenses-$338-$338
Other Expenses-$250-$250
Total Functional Expenses$9,678,634$2,828,229$0$12,506,863
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.$8,560,000
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$30,377
Deferred Financing Costs$-1,063
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
Yes
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 4

“Governing documents were amended to provide an additional $8 million contribution to baltimore symphony orchestra.”

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
2025-07-14
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 -72,308. Gain (loss) on interest rate swap -25,968. Pledge adjustment -1,000,000.”

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, 2024, and 2023.”

Raw XML AppendixShowing 400 of 684 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/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1235354
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1447146
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0342120
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12141416
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP & CFO (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP & CHIEF ADVANCEMENT OFFICER
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09581180
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt062642602
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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/BOYAmt03484652
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03115261
IRS990/NetAssetsOrFundBalancesBOYAmt088501953
IRS990/NetAssetsOrFundBalancesEOYAmt095129621
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05715791
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05715791
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03528385
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-66581
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2885000
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0338
IRS990/OfficeExpensesGrp/TotalAmt0338
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0511440
IRS990/OtherAssetsTotalGrp/EOYAmt04904115
IRS990/OtherChangesInNetAssetsAmt0-1098276
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046217
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046217
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2HALL RENOVATION
IRS990/OtherExpensesGrp/Desc3BOND COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01101210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1717923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3250
IRS990/OtherExpensesGrp/TotalAmt01101210
IRS990/OtherExpensesGrp/TotalAmt1717923
IRS990/OtherExpensesGrp/TotalAmt213648
IRS990/OtherExpensesGrp/TotalAmt3250
IRS990/OtherLiabilitiesGrp/BOYAmt046719
IRS990/OtherLiabilitiesGrp/EOYAmt029314
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0111823
IRS990/OtherSalariesAndWagesGrp/TotalAmt0111823
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03387246
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02523528
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK C HANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03051904
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03550000
IRS990/PYInvestmentIncomeAmt04938926
IRS990/PYOtherExpensesAmt02380776
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt0256680
IRS990/PYTotalExpensesAmt06187456
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07990830
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04197559
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03893696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04752833
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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08560000
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt073078625
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05598877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077056803
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt08560000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010851000
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03631263
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0275316
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070371845
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01507663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt073078625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03550000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06817100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01792667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0373745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt083365200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01282119
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070371845
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03372258

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,295,531
Liabilities
$3,165,910
Net assets
$95,129,621
Revenue
$16,704,422
Expenses
$12,506,863
Net income
$4,197,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$98.3$3.17$95.1$16.7$12.5$4.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.8$3.91$84.9$5.85$5.03$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$4.93$98.7$13.5$5.54$7.96
2020Summary only. Only limited summary data is available for this year.$93.6$5.11$88.5$1.29$5.94$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.1$5.36$86.7$5.97$8.53$2.56
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
Peer Organizations

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