Nonprofit · EIN 77-0659339
BALTIMORE SYMPHONY ENDOWMENT TRUST
Tax-exempt · BALTIMORE, MD 21201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2024 | 990 | $16,704,422 | $12,506,863 | $4,197,559 | $98,295,531 | $3,165,910 | $95,129,621 |
| August 31, 2023 | 990 | $7,990,830 | $6,187,456 | $1,803,374 | $92,110,864 | $3,608,911 | $88,501,953 |
Financial details: 990 for the year ended August 31, 2024
Revenue
- Contributions, gifts and grants
- $8,674,400
- Program service revenue
- $0
- Investment income
- $8,030,022
- Net gain from sales of assets
- $5,715,791
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $8,560,000
- Compensation of officers, directors and key employees
- $139,303
- Other salaries and wages
- $111,823
- Salaries, compensation and benefits (total)
- $297,343
- Professional fundraising fees
- $0
- Depreciation
- $1,118,634
- Program services (functional)
- $9,678,634
- Management and general (functional)
- $2,828,229
Balance sheet and other
- Total assets, start of year
- $92,110,864
- Total assets, end of year
- $98,295,531
- Total liabilities, end of year
- $3,165,910
- Net assets, end of year
- $95,129,621
- Land, buildings and equipment
- $13,892,763
- Publicly traded securities
- $62,642,602
- Net assets without donor restrictions
- -$2,885,000
- Net assets with donor restrictions
- $98,014,621
- Gross unrelated business income
- $2,233
- Gross receipts
- $16,704,422
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2006
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR MARK HANSON | BOARD MEMBER AND CEO Trustee or director, Officer | 8 | $85,530 | $342,120 | $69,486 |
| MS ALLISON BURR-LIVINGSTONE | VP & CHIEF ADVANCEMENT OFFICER Highest-paid employee | 10 | $47,146 | $141,436 | $45,236 |
| MR JOHN G MCLEAN JR | SVP & CFO (PART YEAR) Officer | 4 | $35,354 | $141,416 | $22,609 |
| MR ANDREW A STERN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR CHRIS BARLETT | CHAIRMAN (PART YEAR) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MS CHAITANYA YARAMADA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR STEVEN R SCHUH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MS BARBARA BOZZUTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR KENNETH W DEFONTES JR | BOARD MEMBER (PART YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| MR RICHARD MONFRED | BOARD MEMBER (PART YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| MS NICOLE NESBIT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MS BETH ROSENWALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR BARRY ROSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR MARK VASELKIV | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR LEONARD WILLIAMS | INTERIM CFO Officer | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR MARK HANSON | BOARD MEMBER AND CEO Trustee or director, Officer | 8 | $55,370 | $221,484 | $42,650 |
| MS ALLISON BURR-LIVINGSTONE | VP & CHIEF ADVANCEMENT OFFICER Highest-paid employee | 10 | $45,048 | $135,148 | $40,228 |
| MR JOHN G MCLEAN JR | SENIOR VICE PRESIDENT & CFO Officer | 4 | $12,563 | $113,075 | $11,182 |
| MR PETER KJOME | FORMER BOARD MEMBER AND CEO Former | 8 | $14,776 | $59,100 | $1,665 |
| MR CHRIS BARLETT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR STEVEN R SCHUH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MS BARBARA BOZZUTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR KENNETH W DEFONTES JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR RICK MONFRED | BOARD MEMBER (PART YEAR) Trustee or director | 1 | $0 | $0 | $0 |
| MR BARRY ROSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MS BETH ROSENWALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR ANDREW A STERN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MS CHAITANYA YARAMADA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1212 CATHEDRAL STREET, BALTIMORE, MD 21201-5556
- In care of
- % TERRY ARMACOST
- Principal officer (990 for 2023)
- MARK C HANSON, 1212 CATHEDRAL STREET, BALTIMORE, MD 212015517
- Signed the 990
- ANN BROMERY, CFO
- Phone
- (410) 783-8095
- Return prepared by
- SC&H GROUP INC
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.
Program accomplishments
- THE BALTIMORE SYMPHONY ENDOWMENT TRUST 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.Expenses $9,678,634 · grants $8,560,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | Not on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 77-0659339
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $16,704,422 | $12,506,863 | $98,295,531 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $7,990,830 | $6,187,456 | $92,110,864 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $5,853,345 | $5,027,446 | $88,796,004 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0659339).
Questions about BALTIMORE SYMPHONY ENDOWMENT TRUST
- What is the EIN of BALTIMORE SYMPHONY ENDOWMENT TRUST?
- The employer identification number (EIN) of BALTIMORE SYMPHONY ENDOWMENT TRUST is 77-0659339.
- Is BALTIMORE SYMPHONY ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BALTIMORE SYMPHONY ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BALTIMORE SYMPHONY ENDOWMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALTIMORE SYMPHONY ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALTIMORE SYMPHONY ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2024.
- Who is the principal officer of BALTIMORE SYMPHONY ENDOWMENT TRUST?
- The 990 for the year ended August 31, 2024 names MARK C HANSON.
- Who are the officers and directors of BALTIMORE SYMPHONY ENDOWMENT TRUST?
- The 990 for the year ended August 31, 2024 lists 15 people; 3 received compensation from the organization, the highest $85,530 (MR MARK HANSON, BOARD MEMBER AND CEO).
- How much revenue does BALTIMORE SYMPHONY ENDOWMENT TRUST have?
- On its 990 for the year ended August 31, 2024 it reported revenue of $16,704,422, expenses of $12,506,863 and total assets of $98,295,531 at year end.
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