Nonprofit · EIN 20-8350227
HOUSTON SYMPHONY ENDOWMENT
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $5,137,397 | $5,153,086 | -$15,689 | $103,655,103 | $0 | $103,655,103 |
| May 31, 2024 | 990 | $10,003,007 | $5,013,137 | $4,989,870 | $99,665,896 | $0 | $99,665,896 |
| May 31, 2023 | 990 | $5,113,564 | $4,500,976 | $612,588 | $86,515,822 | $0 | $86,515,822 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,640,464
- Program service revenue
- $0
- Investment income
- $3,382,072
- Royalties
- $54,861
- Net rental income
- $60,000
- Net gain from sales of assets
- $1,850,258
- Other revenue
- $114,861
Expenses
- Grants and similar amounts paid
- $4,606,992
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,606,992
- Management and general (functional)
- $546,094
Balance sheet and other
- Total assets, start of year
- $99,665,896
- Total assets, end of year
- $103,655,103
- Total liabilities, end of year
- $0
- Net assets, end of year
- $103,655,103
- Land, buildings and equipment
- $480,000
- Publicly traded securities
- $51,565,145
- Net assets without donor restrictions
- $207,197
- Net assets with donor restrictions
- $103,447,906
- Gross unrelated business income
- $17,679
- Gross receipts
- $25,028,413
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2006
- State of legal domicile
- TX
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Mangum | Symphony CEO (thru 09/24) Officer | 4 | $0 | $432,679 | $39,824 |
| Elizabeth Condic | CFO Officer | 4 | $0 | $281,712 | $30,989 |
| James Lee | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| David Key | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Ajay Khurana | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| David Krieger | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Lynn Mathre | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Scott Wise | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Gary Ginstling | Symphony CEO (as of 02/25) Officer | 4 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Mangum | Symphony CEO Officer | 4 | $0 | $446,207 | $48,646 |
| Elizabeth Condic | CFO Officer | 4 | $0 | $232,469 | $30,733 |
| James Lee | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| William Dee Hunt | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Ajay Khurana | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| David Krieger | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Lynn Mathre | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Scott Wise | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Mangum | Symphony CEO Officer | 2 | $0 | $471,656 | $48,366 |
| Elizabeth Condic | CFO Officer | 2 | $0 | $211,426 | $34,342 |
| James Lee | President Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| William Dee Hunt | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| David Krieger | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Lynne Mathre | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Jerome Simon | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Scott Wise | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 615 LOUISIANA ST STE 102, HOUSTON, TX 77002-2715
- Principal officer (990 for 2024)
- James Lee, 615 Louisiana St 102, Houston, TX 77002
- Signed the 990
- James Lee, President
- Phone
- (713) 224-4240
- Return prepared by
- Blazek & Vetterling
Mission
To support the operations of the Houston Symphony Society.
Program accomplishments
- The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society.Expenses $4,606,992 · grants $4,606,992
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8350227
- 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
- 2007
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $103,655,103
- Income (IRS master file)
- $25,028,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $5,137,397 | $5,153,086 | $103,655,103 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $10,003,007 | $5,013,137 | $99,665,896 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $5,113,564 | $4,500,976 | $86,515,822 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $3,071,634 | $4,034,226 | $87,456,110 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 20-8350227).
Questions about HOUSTON SYMPHONY ENDOWMENT
- What is the EIN of HOUSTON SYMPHONY ENDOWMENT?
- The employer identification number (EIN) of HOUSTON SYMPHONY ENDOWMENT is 20-8350227.
- Is HOUSTON SYMPHONY ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HOUSTON SYMPHONY ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HOUSTON SYMPHONY ENDOWMENT 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 HOUSTON SYMPHONY ENDOWMENT due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSTON SYMPHONY ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of HOUSTON SYMPHONY ENDOWMENT?
- The 990 for the year ended May 31, 2025 names James Lee.
- Who are the officers and directors of HOUSTON SYMPHONY ENDOWMENT?
- The 990 for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does HOUSTON SYMPHONY ENDOWMENT have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $5,137,397, expenses of $5,153,086 and total assets of $103,655,103 at year end.
Other nonprofits in HOUSTON
- MUSEUM OF FINE ARTS HOUSTON EIN 74-1109655 · last filed 990 for 2025
- HOUSTON MUSEUM OF NATURAL SCIENCE EIN 74-1036131 · last filed 990 for 2024
- THE HOBBY CENTER FOUNDATION EIN 76-0428914 · last filed 990 for 2025
- HOUSTON SYMPHONY SOCIETY EIN 74-1157373 · last filed 990 for 2025
- HOUSTON BALLET FOUNDATION EIN 74-1394920 · last filed 990 for 2025
- MENIL FOUNDATION INC EIN 74-6045327 · last filed 990 for 2025
- ALLEY THEATRE EIN 74-1143076 · last filed 990 for 2025
- HOUSTON GRAND OPERA ASSOCIATION INC EIN 74-6016764 · last filed 990 for 2025
All nonprofits in HOUSTON · Texas · Arts, culture and humanities