Public Charity

THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST

Based in DALLAS, TX, THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST operates as a Public Charity. The organization reported $24.5M in revenue, $1.8M in expenses, $75.3M in total assets for fiscal year 2025. Imperigo tracks 6 reported grant relationships connected to this organization totaling approximately $3.9M.

EIN: 752205213 DALLAS, TX Latest filing: 2025
Total Revenue$24.5M
Total Expenses$1.8M
Total Assets$75.3M
Grant Records6
Funding Total$3.9M
Filing Years2021–2025

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.

Where $100 goes at The Episcopal School of Dallas Permanent Endowment Trust

How The Episcopal School of Dallas Permanent Endowment Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$75 Programs the work itself
$23 Management running the organization
$2 Fundraising raising the next dollar

Inside the $75 for programs

$75
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
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2022
TRANSFER TO ENDOWMENT FUND
$2,000,000
2022
UNIVERSITY OR PRIVATE SCHOOL
$15,000
2020
TO FUND THE ANNUAL FUND AND TO INCREASE HAMLIN ENDOWMENT FUND ALSO WITH A GIFT
$10,000
2018
GENERAL PURPOSES
$33,500
$1,585,000

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

CHIEF FINANCIAL OFFICER Blanca Mary Hernandez
TRUSTEE Carter Tolleson
TRUSTEE Damian Ornani
HEAD OF SCHOOL David L Baad
CHIEF ADVANCEMENT OFFICER Denis M Stokes
TRUSTEE Drew Mcknight

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$3,883,750 5 grants
Education
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $24.5M $1.8M $75.3M
2024 $4.2M $1.6M $48.4M
2023 $4.9M $1.2M $41.1M
2022 $1.6M $1.0M $33.8M
2021 $6.3M $1.2M $38.8M

Between 2021 and 2025, reported annual revenue grew from $6.3M to $24.5M (+287%), with total assets most recently reported at $75.3M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for THE EPISCOPAL SCHOOL OF DALLAS PERMANENT ENDOWMENT TRUST

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