Civic Intelligence

Houston Symphony Endowment

990T • Fiscal year 2023 • EIN 20-8350227

Jun 01, 2022 to May 31, 2023 • Filed on Apr 09, 2024

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

(713) 224-4240

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2023

Assets$86,515,822
Liabilities$0
Net Assets$86,515,822
Open 2023 Filing

Operations Trend

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

Latest loaded filing

2023

Revenue$5,113,564
Expenses$4,500,976
Net Income$612,588
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 9, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

To support the operations of the Houston Symphony Society.

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
James Lee
Title
President
Phone
7132244240
Signed
2024-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML Appendix110 raw XML fields

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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IRS1120ScheduleD/NetCapitalGainAmt079731
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt079731
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0614
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt071937
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0614
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt071937
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0The TIFF Keystone Fund, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt071937
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0The TIFF Keystone Fund, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0614
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt05420
IRS990T/BooksInCareOfDetail/PersonNm0Elizabeth Condic
IRS990T/BooksInCareOfDetail/PhoneNum07132381465
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0615 Louisiana St Ste 102
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077002
IRS990T/BookValueAssetsEOYAmt086515822
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt02836
IRS990T/ESPenaltyAmt060
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IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-9827
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment in partnerships
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IRS990T/TotalUBTIBeforeSection199AAmt026525
IRS990T/TotalUBTIComputedAmt029361
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0James Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07132244240
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Houston Symphony Endowment
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0208350227
ReturnHeader/Filer/PhoneNum07132244240
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 Louisiana St 102
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
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ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02024-04-09T23:05:06-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
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ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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