Civic Intelligence

Houston Symphony Endowment

990 • Fiscal year 2021 • EIN 20-8350227

Jun 01, 2020 to May 31, 2021 • Filed on Oct 14, 2021

Organization ProfileN/A
615 Louisiana St 102Houston, TX 77002

(713) 224-4240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

19th percentile

-0.5%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$328,280

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

37%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$90,419,052

Up $16,895,119 (+23%) from 2020

Net Assets

Up

$90,419,052

Up $16,895,119 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin19th percentile

Revenue

Up

$3,639,134

Up $989,084 (+37%) from 2020

Expenses

Down

$3,656,998

Down $1,812,769 (-33%) from 2020

Net Income

Up

-$17,864

Up $2,801,853 (+99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $70,195,468Liabilities 2011: $0Net Assets 2011: $70,195,4682011Assets 2012: $66,511,868Liabilities 2012: $0Net Assets 2012: $66,511,8682012Assets 2013: $71,276,690Liabilities 2013: $0Net Assets 2013: $71,276,6902013Assets 2014: $73,729,642Liabilities 2014: $0Net Assets 2014: $73,729,6422014Assets 2015: $75,501,151Liabilities 2015: $0Net Assets 2015: $75,501,1512015Assets 2016: $72,640,980Liabilities 2016: $0Net Assets 2016: $72,640,9802016Assets 2017: $74,610,515Liabilities 2017: $0Net Assets 2017: $74,610,5152017Assets 2018: $77,875,481Liabilities 2018: $0Net Assets 2018: $77,875,4812018Assets 2019: $75,471,987Liabilities 2019: $0Net Assets 2019: $75,471,9872019Assets 2020: $73,523,933Liabilities 2020: $0Net Assets 2020: $73,523,9332020Assets 2021: $90,419,052Liabilities 2021: $0Net Assets 2021: $90,419,0522021Assets 2022: $87,456,110Liabilities 2022: $5,177Net Assets 2022: $87,450,9332022Assets 2023: $86,515,822Liabilities 2023: $0Net Assets 2023: $86,515,8222023

Highlighted filing

2021

Assets$90,419,052
Liabilities$0
Net Assets$90,419,052
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,509,832Expenses 2011: $3,943,476Net Income 2011: -$2,433,6442011Expenses 2012: $4,128,8082012Expenses 2013: $4,589,9552013Revenue 2014: $6,120,692Expenses 2014: $4,156,952Net Income 2014: $1,963,7402014Revenue 2015: $8,289,366Expenses 2015: $4,305,282Net Income 2015: $3,984,0842015Revenue 2016: $2,215,472Expenses 2016: $4,563,949Net Income 2016: -$2,348,4772016Revenue 2017: $2,656,900Expenses 2017: $5,140,374Net Income 2017: -$2,483,4742017Revenue 2018: $4,484,463Expenses 2018: $4,103,735Net Income 2018: $380,7282018Revenue 2019: $2,200,422Expenses 2019: $3,791,934Net Income 2019: -$1,591,5122019Revenue 2020: $2,650,050Expenses 2020: $5,469,767Net Income 2020: -$2,819,7172020Revenue 2021: $3,639,134Expenses 2021: $3,656,998Net Income 2021: -$17,8642021Revenue 2022: $3,071,634Expenses 2022: $4,034,226Net Income 2022: -$962,5922022Revenue 2023: $5,113,564Expenses 2023: $4,500,976Net Income 2023: $612,5882023

Highlighted filing

2021

Revenue$3,639,134
Expenses$3,656,998
Net Income-$17,864
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$22,386,460
Mission and Program Overview

Mission

To support the operations of the Houston Symphony Society.

The Houston Symphony Endowment's sole purpose is to support the operations of the Houston Symphony Society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,345,291$50,942,175▲ $1,596,884
Investments Other Securities$15,542,216$26,214,203▲ $10,671,987
Savings and Temporary Cash Investments$972,829$8,979,266▲ $8,006,437
Pledges and Grants Receivable$4,491,047$3,758,159▼ $732,888
Land, Buildings, and Equipment, Net$480,000$480,000→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$73,523,933$90,419,052▲ $16,895,119
Other Assets Total$2,692,550$45,249▼ $2,647,301
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$73,404,322$90,266,250▲ $16,861,928
Net Assets Without Donor Restrictions$119,611$152,802▲ $33,191
Total Net Assets Fund Balance$73,523,933$90,419,052▲ $16,895,119
Total Liabilities and Net Assets / Fund Balance$73,523,933$90,419,052▲ $16,895,119

Asset Categories

AssetBook ValueDepreciationBasis
Land$480,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$73,523,933$396,060▲ $20,016,760-$90,419,052
2019$75,471,987$2,249,272▲ $1,104,697-$73,523,933
2018$76,888,296$332,720▲ $2,010,118-$75,471,987
2017$74,610,515$352,019▲ $5,996,874-$76,888,296
2016$72,640,980$553,844▲ $6,524,797-$74,610,515
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
William Toomey IIPresident
David KriegerTrustee
Gene DewhurstTrustee
Jerry SimonTrustee
Lynne MathreTrustee
Scott WiseTrustee
Elizabeth CondicCFO
John MangumSymphony CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
JP Morgan ChaseInvestment management707 Travis St 11th Floor, Houston, TX 77002$119,109
Revenue and Support

Revenue Composition

Contributions and Grants
$396,060
Program Service Revenue
$0
Investment Income
$3,169,681
Other Revenue
$73,393
All Other Contributions
$396,060
Change in Net Assets
$-17,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,499,837
Revenue Not Reported on Financial Statements
$139,297
Revenue Not Reported on Form 990
$16,912,983
Total Revenue per Audited Statements
$20,412,820
Total Revenue per Form 990
$3,639,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,517,701
Other Expenses$139,297
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,517,701--$3,517,701
Fees for Service Investment Mgmnt Fees-$139,297-$139,297
Total Functional Expenses$3,517,701$139,297$0$3,656,998

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,656,998
Expenses per Audited Statements$3,517,701
Total Expenses per Audited Statements$3,517,701
Expenses Not Reported on Financial Statements$139,297
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Symphony SocietyHouston, TX501(c)(3)Support ongoing operations$2,617,701
Houston Symphony SocietyHouston, TX501(c)(3)Donor redesignation to Symphony$500,000
Houston Symphony SocietyHouston, TX501(c)(3)Admin & fundraising expenses$400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The officers of the Houston Symphony Society (the Society) designate for three-year terms qualified persons to succeed the directors whose terms next expire. At least one of such persons designated annually to serve as director must be a person who is serving as a member of the Board of Trustees of the Society at the time of such person's designation as a director. The President of the Society may not be designated to serve as a voting member of the Board of Directors of the Endowment.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Certificate of Formation may only be amended with the joint approval of the governing body of the Houston Symphony Society and the Houston Symphony Endowment.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Houston Symphony Endowment's Form 990 is reviewed by the Houston Symphony Society's Controller and CFO. After internal review, the Form 990 is sent to the Board of Directors electronically for their review, questions, and suggested edits. Once their review is complete, the Form 990 is filed electronically with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year the Board discusses any potential conflicts of interest that are brought to their attention based on the conflict of interest policy statements signed by Board members.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Houston Symphony Endowment makes its financial statements available on a consolidated basis with the Houston Symphony Society on the Houston Symphony Society website. Financial statements, the conflict of interest policy and all governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Symphony Endowment
EIN
20-8350227
Phone
7132244240
Address
615 Louisiana St 102, Houston, TX 77002

Signing Officer

Name
Elizabeth Condic
Title
CFO
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Toomey II
Formed
2006
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Trustees reviews the financial statements and Form 990.”

Part V & VI - Employees and policies

“The Endowment has no employees. All management functions are performed by employees of the Houston Symphony Society. The Society has all appropriate policies in place, including whistleblower and document retention policies.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the Society). The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02308883
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02284085
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-24798
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt065000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt065000
IRS990/NetUnrlzdGainsLossesInvstAmt016912983
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0119611
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0152802
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt045249
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04491047
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03758159
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0William Toomey II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02249272
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05302023
IRS990/PYInvestmentIncomeAmt0333914
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0167744
IRS990/PYOtherRevenueAmt066864
IRS990/PYRevenuesLessExpensesAmt0-2819717
IRS990/PYTotalExpensesAmt05469767
IRS990/PYTotalRevenueAmt02650050
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-17864
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt065000
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt08393
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt08393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0972829
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08979266
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741157373
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03656998
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03656998
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00170
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt073523933
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0396060
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt090419052
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03517701
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt020016760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt075471987
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02249272
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt073523933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05302023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01104697
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt076888296
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0332720
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt075471987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03759147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02010118
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt074610515
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0352019
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt076888296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04071112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05996874
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072640980
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0553844
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt074610515
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt05109106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06524797
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0139297
IRS990ScheduleD/ExpensesSubtotalAmt03517701
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0139297
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0139297
IRS990ScheduleD/LandGrp/BookValueAmt0480000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0480000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016912983
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.83300
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt016912983
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0139297
IRS990ScheduleD/RevenueSubtotalAmt03499837
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Houston Symphony Endowment (the Endowment) was established to support the operations of the Houston Symphony Society (the Society). The Endowment holds contributed funds in perpetuity, invests those funds, and makes contributions from time to time to the Society. Such contributions must meet the stated restrictions of donors as well as the current policies of the Endowment. The Endowment is governed by a Board of Directors who are elected by the officers of the Board of Directors of the Society.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16530
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IRS990ScheduleD/TotalBookValueSecuritiesAmt026214203
IRS990ScheduleD/TotalExpensesPerForm990Amt03656998
IRS990ScheduleD/TotalRevenuePerForm990Amt03639134
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020412820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03517701
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt02617701
IRS990ScheduleI/RecipientTable/CashGrantAmt1400000
IRS990ScheduleI/RecipientTable/CashGrantAmt2500000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support ongoing operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Admin & fundraising expenses
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Donor redesignation to Symphony
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientEIN0741157373
IRS990ScheduleI/RecipientTable/RecipientEIN1741157373
IRS990ScheduleI/RecipientTable/RecipientEIN2741157373
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277002

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,419,052
Liabilities
$0
Net assets
$90,419,052
Revenue
$3,639,134
Expenses
$3,656,998
Net income
-$17,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$86.5$0.00$86.5$5.11$4.50$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.5$0.01$87.5$3.07$4.03$0.96
2021Detailed filing. Detailed filing data is available for this year.$90.4$0.00$90.4$3.64$3.66$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.5$0.00$73.5$2.65$5.47$2.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.5$0.00$75.5$2.20$3.79$1.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$0.00$77.9$4.48$4.10$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$0.00$74.6$2.66$5.14$2.48
2016Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$2.22$4.56$2.35
2015Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$8.29$4.31$3.98
2014Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$6.12$4.16$1.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$0.00$71.3$4.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.5$0.00$66.5$4.13
2011Summary only. Only limited summary data is available for this year.$70.2$0.00$70.2$1.51$3.94$2.43