Baltimore Symphony Endowment Trust
Donations deductibleBaltimore Symphony Endowment Trust's network
12 people8 organisationsi12 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI; we list 12 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Mr Andrew A Stern Chair | Chairman | 2018 | 8 yrs |
| Mr Chris Barlett Chair | Chairman (Part Year) | 2018 | 8 yrs |
| Mr Barry Rosen | Board Member | 2020 | 6 yrs |
| Mr Kenneth W Defontes JR | Board Member (Part Year) | 2018 | 8 yrs |
| Mr Mark Hanson | Board Member and CEO | 2022 | 4 yrs |
| Mr Mark Vaselkiv | Board Member | 2024 | 2 yrs |
| Mr Richard Monfred | Board Member (Part Year) | 2024 | 2 yrs |
| Mr Steven R Schuh | Treasurer | 2020 | 6 yrs |
| Ms Barbara Bozzuto | Board Member | 2018 | 8 yrs |
| Ms Beth Rosenwald | Board Member | 2023 | 3 yrs |
| Ms Chaitanya Yaramada | Vice President | 2021 | 5 yrs |
| Ms Nicole Nesbit | Board Member | 2024 | 2 yrs |
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Mr John G McLean JR | SVP & CFO (Part Year) | since 2022 |
| Mr Leonard Williams | Interim CFO | 2024 |
| Ms Allison Burr-Livingstone | VP & Chief Advancement Officer | since 2021 |
| Ms Sarah Beckwith | Vice President and CFO (Part Year) | since 2021 |
Pay and hours
year to 31 August 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Mr Mark Hanson | Board Member and CEO | 8 | $86k | $342k | $69k |
| Ms Allison Burr-Livingstone | VP & Chief Advancement Officer | 10 | $47k | $141k | $45k |
| Mr John G McLean Jr | SVP & CFO (Part Year) | 4 | $35k | $141k | $23k |
| Mr Andrew A Stern | Chairman | 1 | $0 | ||
| Mr Chris Barlett | Chairman (Part Year) | 1 | $0 | ||
| Ms Chaitanya Yaramada | Vice President | 1 | $0 | ||
| Mr Steven R Schuh | Treasurer | 1 | $0 | ||
| Ms Barbara Bozzuto | Board Member | 1 | $0 | ||
| Mr Kenneth W Defontes Jr | Board Member (Part Year) | 1 | $0 | ||
| Mr Richard Monfred | Board Member (Part Year) | 1 | $0 | ||
| Ms Nicole Nesbit | Board Member | 1 | $0 | ||
| Ms Beth Rosenwald | Board Member | 1 | $0 | ||
| Mr Barry Rosen | Board Member | 1 | $0 | ||
| Mr Mark Vaselkiv | Board Member | 1 | $0 | ||
| Mr Leonard Williams | Interim CFO | 1 | $0 |
About
- Legal name
- Baltimore Symphony Endowment Trust
- EIN
- 770659339
- Address
- 1212 Cathedral Street, Baltimore, MD, 21201-5556
- State
- Maryland
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B11 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 2006
- Principal officer
- Mark C Hanson (as named on the Form 990)
- IRS ruling date
- 1 July 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsMr Andrew A Stern
≥8years on the filingsMr Chris Barlett
≥8years on the filingsMr Kenneth W Defontes JR
≥8years on the filingsMs Barbara Bozzuto
Latest return
year to 31 August 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 August 2024. US dollars, as filed.- Total assets
- $98.3m
- Total liabilities
- $3.2m
- Net assets or fund balances
- $95.1m
- Contributions and grants received
- $8.7m
- Program service revenue
- $0
- Grants and similar paid out
- $8.6m
- Employees
- 0
- Volunteers
- 8
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $16.7m | $12.5m | $4.2m |
| 2022 | $8m | $6.2m | $1.8m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Baltimore Symphony Orchestra Inc | To provide support to a supported organization to further its exempt purpose. | $8.6m |