Baltimore Symphony Endowment Trust
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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$98.3M
+6.7% YoY
Annual Giving
$8.6M
+141.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8.6M
+141.1% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $98,295,531 | $92,110,864 | $88,796,004 |
| Revenue | $16,704,422 | $7,990,830 | $5,853,345 |
| Expenses | $12,506,863 | $6,187,456 | $5,027,446 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $8,030,022 | $4,938,926 | $4,148,799 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Baltimore Symphony Endowment Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MR MARK HANSON | BOARD MEMBER AND CEO | 8 | $85,530 |
| MR ANDREW A STERN | CHAIRMAN | 1 | — |
| MR CHRIS BARLETT | CHAIRMAN (PART YEAR) | 1 | — |
| MS CHAITANYA YARAMADA | VICE PRESIDENT | 1 | — |
| MR STEVEN R SCHUH | TREASURER | 1 | — |
| MS BARBARA BOZZUTO | BOARD MEMBER | 1 | — |
| MR KENNETH W DEFONTES JR | BOARD MEMBER (PART YEAR) | 1 | — |
| MR RICHARD MONFRED | BOARD MEMBER (PART YEAR) | 1 | — |
| MS NICOLE NESBIT | BOARD MEMBER | 1 | — |
| MS BETH ROSENWALD | BOARD MEMBER | 1 | — |
| MR BARRY ROSEN | BOARD MEMBER | 1 | — |
| MR MARK VASELKIV | BOARD MEMBER | 1 | — |
| MR JOHN G MCLEAN JR | SVP & CFO (PART YEAR) | 4 | $35,354 |
| MR LEONARD WILLIAMS | INTERIM CFO | 1 | — |
| MS ALLISON BURR-LIVINGSTONE | VP & CHIEF ADVANCEMENT OFFICER | 10 | $47,146 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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