Nonprofit · EIN 75-2205213
THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST
Tax-exempt · DALLAS, TX 75229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,520,815 | $1,840,576 | $22,680,239 | $75,250,014 | $0 | $75,250,014 |
| June 30, 2024 | 990 | $4,235,830 | $1,562,733 | $2,673,097 | $48,385,058 | $0 | $48,385,058 |
| June 30, 2023 | 990 | $4,936,327 | $1,166,688 | $3,769,639 | $41,075,318 | $1,400 | $41,073,918 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $23,107,186
- Program service revenue
- $0
- Investment income
- $1,413,629
- Net gain from sales of assets
- $376,312
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,441,541
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $28,000
- Program services (functional)
- $1,441,541
- Management and general (functional)
- $399,035
Balance sheet and other
- Total assets, start of year
- $48,385,058
- Total assets, end of year
- $75,250,014
- Total liabilities, end of year
- $0
- Net assets, end of year
- $75,250,014
- Net assets without donor restrictions
- $8,072,010
- Net assets with donor restrictions
- $67,178,004
- Gross receipts
- $31,177,054
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1974
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID L BAAD | HEAD OF SCHOOL Officer | 2 | $0 | $618,033 | $26,491 |
| RUTH BURKE | ASSOCIATE HEAD OF SCHOOL Key employee | 1 | $0 | $271,482 | $34,730 |
| BLANCA MARY HERNANDEZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $268,171 | $25,117 |
| DENIS M STOKES | CHIEF ADVANCEMENT OFFICER Key employee | 2 | $0 | $262,879 | $20,340 |
| JAMIEL AKHTAR | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAMIAN ORNANI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DREW MCKNIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE HANCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAVANYA VISWANATHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT CATHEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ZACH WOOLDRIDGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CARTER TOLLESON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID L BAAD | HEAD OF SCHOOL Officer | 2 | $0 | $590,091 | $29,810 |
| RUTH BURKE | ASSOCIATE HEAD OF SCHOOL Key employee | 1 | $0 | $257,778 | $36,142 |
| BLANCA MARY HERNANDEZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $249,936 | $23,555 |
| DENIS M STOKES | CHIEF ADVANCEMENT OFFICER Key employee | 2 | $0 | $249,809 | $22,177 |
| JAMIEL AKHTAR | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAMIAN ORNANI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DREW MCKNIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE HANCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAVANYA VISWANATHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT CATHEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ZACH WOOLDRIDGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID L BAAD | HEAD OF SCHOOL Officer | 2 | $0 | $584,423 | $22,592 |
| RUTH BURKE | ASSOCIATE HEAD OF SCHOOL Key employee | 1 | $0 | $243,880 | $29,554 |
| DENIS M STOKES | CHIEF ADVANCEMENT OFFICER Key employee | 2 | $0 | $236,780 | $17,569 |
| BLANCA MARY HERNANDEZ | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $224,607 | $19,348 |
| BILL FELDER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMIEL AKHTAR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT CATHEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| F BARRON FLETCHER III | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JANE HANCOCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEE HOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAVANYA VISWANATHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 MERRELL RD, DALLAS, TX 75229-6217
- In care of
- % TYRONE THORNTON
- Principal officer (990 for 2024)
- JAMIEL AKHTAR, 4100 MERRELL ROAD, DALLAS, TX 75229
- Signed the 990
- MARY HERNANDEZ, CHIEF FINANCIAL OFFICER, ESD
- Phone
- (214) 358-4368
- Return prepared by
- LANE GORMAN TRUBITT LLC
Mission
THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST OPERATES EXCLUSIVELY AS AN ENDOWMENT FUND FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC.
Program accomplishments
- THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST OPERATES EXCLUSIVELY AS AN ENDOWMENT FUND FOR THE BENEFIT OF AND TO SUPPORT THE EPISCOPAL SCHOOL OF DALLAS, INC.Expenses $1,441,541 · grants $1,441,541
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2205213
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $75,250,014
- Income (IRS master file)
- $31,177,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,520,815 | $1,840,576 | $75,250,014 | IRS |
| 990 | June 2024 | $4,235,830 | $1,562,733 | $48,385,058 | IRS |
| 990 | June 2023 | $4,936,327 | $1,166,688 | $41,075,318 | XML |
| 990 | June 2022 | $1,572,835 | $1,046,330 | $33,813,165 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 75-2205213).
Questions about THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST
- What is the EIN of THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST?
- The employer identification number (EIN) of THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST is 75-2205213.
- Is THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST 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 THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST?
- The 990 for the year ended June 30, 2025 names JAMIEL AKHTAR.
- Who are the officers and directors of THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,520,815, expenses of $1,840,576 and total assets of $75,250,014 at year end.
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