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Nonprofit · EIN 75-1529851

DALLAS SYMPHONY FOUNDATION

Tax-exempt · DALLAS, TX 75201

Financials

$21.5M$21.5M2024
Revenue Expenses · by fiscal year end
Financials of DALLAS SYMPHONY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$21,509,854$21,471,347$38,507$175,208,417$0$175,208,417
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$13,374,332
Program service revenue
$0
Investment income
$8,135,522
Net gain from sales of assets
$4,448,567
Other revenue
$0

Expenses

Grants and similar amounts paid
$20,775,610
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$20,778,011
Management and general (functional)
$693,336

Balance sheet and other

Total assets, start of year
$166,497,520
Total assets, end of year
$175,208,417
Total liabilities, end of year
$0
Net assets, end of year
$175,208,417
Publicly traded securities
$139,321,334
Net assets without donor restrictions
$44,599,522
Net assets with donor restrictions
$130,608,895
Gross receipts
$60,845,882
Employees
0
Year formed
1976
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.

NameTitleHours / weekCompensation
Harold M BrierleyBOARD MEMBER
Trustee or director
0$0
Cherryl PetermanBoard Member - TREASURER
Trustee or director, Officer
0$0
Coley ClarkBoard Member - President
Trustee or director, Officer
0$0
Yon Y JordenBoard Member
Trustee or director, Officer
0$0
John DaytonBoard Member
Trustee or director
0$0
LINDA MCFARLANDBoard Member
Trustee or director
0$0
Melissa StewartBoard Member - Secretary
Trustee or director, Officer
0$0
Maisie HeikenBoard Member
Trustee or director
0$0
Andrew NallBoard Member - Vice President
Trustee or director, Officer
0$0
MARC NIVETBoard Member
Trustee or director
0$0
Jeffrey M RobinsonBOARD MEMBER
Trustee or director, Officer
0$0
ANDREW CLUGSTONBoard Member
Trustee or director
0$0
Key CokerBoard Member
Trustee or director
0$0
Steve DoBoard Member
Trustee or director
0$0
Marc GinerisBoard Member
Trustee or director
0$0

Address and contacts

Address (IRS master file)
2301 FLORA STREET STE 300, DALLAS, TX 75201-2413
In care of
% DEANIE SEWELL DAO
Principal officer (990 for 2024)
COLEY CLARK, 2301 FLORA STREET STE 300, DALLAS, TX 75201
Signed the 990
COLEY CLARK, President
Phone
(214) 871-4000
Return prepared by
BDO USA

Mission

THE PURPOSE OF THE DALLAS SYMPHONY FOUNDATION (DSF) IS TO MANAGE AND INVEST AN ENDOWMENT FUND FOR THE BENEFIT OF THE DALLAS SYMPHONY ASSOCIATION (75-0705442), AND TO MAKE DISTRIBUTIONS TO THE DALLAS SYMPHONY ASSOCIATION FROM THIS ENDOWMENT FUND. DURING THE FISCAL YEAR ENDING MAY 31, 2025, THE FOUNDATION, PURSUANT TO A DISTRIBUTION POLICY ADOPTED BY THE DSF BOARD OF DIRECTORS, DISTRIBUTED $20,775,610 TO THE ASSOCIATION.

990 for the year ended May 31, 2025

Program accomplishments

  • THE PURPOSE OF THE DALLAS SYMPHONY FOUNDATION (DSF) IS TO MANAGE AND INVEST AN ENDOWMENT FUND FOR THE BENEFIT OF THE DALLAS SYMPHONY ASSOCIATION (75-0705442), AND TO MAKE DISTRIBUTIONS TO THE DALLAS SYMPHONY ASSOCIATION FROM THIS ENDOWMENT FUND. DURING THE FISCAL YEAR ENDING MAY 31, 2025, THE DSF, PURSUANT TO A DISTRIBUTION POLICY ADOPTED BY THE DSF BOARD OF DIRECTORS, DISTRIBUTED $20,775,610 TO THE ASSOCIATION.
    Expenses $20,778,011 · grants $20,775,610 · revenue $8,135,522

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
75-1529851
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
1977
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$175,208,417
Income (IRS master file)
$60,845,882

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025–––IRS
990May 2024–––IRS
990May 2023$9,262,079$9,218,026$137,396,891IRS
990May 2022$12,980,267$10,158,407$145,117,113IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DALLAS SYMPHONY FOUNDATION

What is the EIN of DALLAS SYMPHONY FOUNDATION?
The employer identification number (EIN) of DALLAS SYMPHONY FOUNDATION is 75-1529851.
Is DALLAS SYMPHONY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to DALLAS SYMPHONY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does DALLAS SYMPHONY FOUNDATION 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 DALLAS SYMPHONY FOUNDATION 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 DALLAS SYMPHONY FOUNDATION 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 DALLAS SYMPHONY FOUNDATION?
The 990 for the year ended May 31, 2025 names COLEY CLARK.
Who are the officers and directors of DALLAS SYMPHONY FOUNDATION?
The 990 for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does DALLAS SYMPHONY FOUNDATION have?
On its 990 for the year ended May 31, 2025 it reported revenue of $21,509,854, expenses of $21,471,347 and total assets of $175,208,417 at year end.

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