Public Charity

BALTIMORE SYMPHONY ENDOWMENT TRUST

BALTIMORE SYMPHONY ENDOWMENT TRUST is a Public Charity headquartered in BALTIMORE, MD. Financial data from the 2024 filing: $16.7M revenue, $12.5M expenses, $98.3M total assets. 4 publicly reported grants to this organization, totaling roughly $105K, appear in IRS filings.

EIN: 770659339 BALTIMORE, MD Latest filing: 2024
Total Revenue$16.7M
Total Expenses$12.5M
Total Assets$98.3M
Grant Records4
Funding Total$105K
Filing Years2020–2024

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.

Officers & Directors

CHAIRMAN Mr Andrew A Stern
BOARD MEMBER Mr Barry Rosen
CHAIRMAN (PART YEAR) Mr Chris Barlett
SVP & CFO (PART YEAR) Mr John G Mclean Jr
BOARD MEMBER (PART YEAR) Mr Kenneth W Defontes Jr
INTERIM CFO Mr Leonard Williams

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT AND VARIOUS PROJECTS
$70,000 2 grants
EDUCATION
$30,000 1 grant
DONATIONS
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $16.7M $12.5M $98.3M
2023 $8.0M $6.2M $92.1M
2022 $5.9M $5.0M $88.8M
2021 $13.5M $5.5M $103.7M
2020 $1.3M $5.9M $93.6M

Between 2020 and 2024, reported annual revenue grew from $1.3M to $16.7M (+1196%), with total assets most recently reported at $98.3M.

Interactive year-over-year charts and full filing details available with membership.

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