Civic Intelligence

Houston Symphony Endowment

990 • Fiscal year 2025 • EIN 20-8350227

Jun 01, 2024 to May 31, 2025

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

2nd percentile

0.00x

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

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

2nd percentile

0.00x

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

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

25th percentile

-0.3%

Higher net margin than 25% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$472,503

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

43rd percentile

4.0%

Faster asset growth than 43% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-49%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$103,655,103

Up $17,139,281 (+20%) from 2023

Net Assets

Up

$103,655,103

Up $17,139,281 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin25th percentile

Revenue

Up

$5,137,397

Up $23,833 (+0.5%) from 2023

Expenses

Up

$5,153,086

Up $652,110 (+14%) from 2023

Net Income

Down

-$15,689

Down $628,277 (-103%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$150M$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: $86,515,8222023Assets 2025: $103,655,103Liabilities 2025: $0Net Assets 2025: $103,655,1032025

Highlighted filing

2025

Assets$103,655,103
Liabilities$0
Net Assets$103,655,103
Open 2025 Filing

Operations Trend

Revenue Growth2nd 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: $612,5882023Revenue 2025: $5,137,397Expenses 2025: $5,153,086Net Income 2025: -$15,6892025

Highlighted filing

2025

Revenue$5,137,397
Expenses$5,153,086
Net Income-$15,689
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 14, 2026
Return Version
2024v5.5
Gross Receipts
$25,028,413
Mission and Program Overview

Mission

To support the operations of the Houston Symphony Society.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,864,333$51,565,145▲ $1,700,812
Investments Other Securities$33,011,552$36,532,317▲ $3,520,765
Pledges and Grants Receivable$11,135,983$9,827,980▼ $1,308,003
Savings and Temporary Cash Investments$2,935,513$3,301,514▲ $366,001
Other Notes and Loans Receivable, Net$1,973,513$1,947,847▼ $25,666
Land, Buildings, and Equipment, Net$480,000$480,000→ $0
Total Assets$99,665,896$103,655,103▲ $3,989,207
Other Assets Total$265,002$300▼ $264,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$99,464,610$103,447,906▲ $3,983,296
Net Assets Without Donor Restrictions$201,286$207,197▲ $5,911
Total Net Assets Fund Balance$99,665,896$103,655,103▲ $3,989,207
Total Liabilities and Net Assets / Fund Balance$99,665,896$103,655,103▲ $3,989,207

Asset Categories

AssetBook ValueDepreciationBasis
Land$480,000--
Other Securities$36,532,317--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$99,665,896$1,640,464▲ $6,955,735-$103,655,103
2023$86,515,822$8,003,205▲ $9,842,762-$99,665,896
2022$87,450,933$3,382,449▼ $158,128-$86,515,822
2021$90,419,052$459,209▲ $376,634-$87,450,933
2020$73,523,933$396,060▲ $20,016,760-$90,419,052
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
James LeePresident
Ajay KhuranaTrustee
David KeyTrustee
David KriegerTrustee
Lynn MathreTrustee
Scott WiseTrustee
Elizabeth CondicCFO
Gary GinstlingSymphony CEO (as of 02/25)
John MangumSymphony CEO (thru 09/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
New Mountain Ptr VII Private Inv Off LPInvestment management390 Madison Ave 6th fl, New York, NY 10017$154,949
JP Morgan ChaseInvestment management707 Travis St 11th Floor, Houston, TX 77002$126,809
Revenue and Support

Revenue Composition

Contributions and Grants
$1,640,464
Program Service Revenue
$0
Investment Income
$3,382,072
Other Revenue
$114,861
All Other Contributions
$1,640,464
Change in Net Assets
$-15,689

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,591,303
Revenue Not Reported on Financial Statements
$546,094
Revenue Not Reported on Form 990
$4,004,896
Total Revenue per Audited Statements
$8,596,199
Total Revenue per Form 990
$5,137,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,606,992
Other Expenses$546,094
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,606,992--$4,606,992
Fees for Service Investment Mgmnt Fees-$546,094-$546,094
Total Functional Expenses$4,606,992$546,094$0$5,153,086

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,153,086
Expenses per Audited Statements$4,606,992
Total Expenses per Audited Statements$4,606,992
Expenses Not Reported on Financial Statements$546,094
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Symphony SocietyHouston, TX501(c)(3)Support ongoing operations$4,206,992
Houston Symphony SocietyHouston, TX501(c)(3)Admin & fundraising expenses$400,000

International Summary

Offices
0
Employees
0
Spending
$20,158,463

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$14,141,371
EuropeInvestments-00$6,017,092
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Section A, line 7A

“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, Section A, line 7B

“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, Section B, line 11B

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

Form 990, Part VI, Section B, line 12C

“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, Section C, line 19

“The Houston Symphony Endowment makes its financial statements available on a consolidated basis with the Houston Symphony Society on the Houston Symphony Society website. Form 990 is available on the website for the Endowment. 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
James Lee
Title
President
Phone
7132244240
Signed
2026-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lee
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
Susanna Blackmon
Phone
7134395739
Supplemental Narrative

Additional Explanations

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.”

Form 990, Part XII, Line 2

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

Financial Statement Notes

Part V, Line 4:

“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.”

Raw XML AppendixShowing 400 of 571 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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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01850258
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01656
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt060000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt060000
IRS990/NetUnrelatedBusTxblIncmAmt02699
IRS990/NetUnrlzdGainsLossesInvstAmt04004896
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0201286
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0207197
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0265002
IRS990/OtherAssetsTotalGrp/EOYAmt0300
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01973513
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01947847
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011135983
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09827980
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0James Lee
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08003205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04695893
IRS990/PYInvestmentIncomeAmt01913472
IRS990/PYOtherExpensesAmt0317244
IRS990/PYOtherRevenueAmt086330
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04989870
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05013137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010003007
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-15689
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt060000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt054861
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt054861
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02935513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03301514
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741157373
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05153086
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05153086
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00200
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt099665896
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01640464
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0103655103
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04606992
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06955735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt086515822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt08003205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt099665896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04695893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09842762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt087450933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03382449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt086515822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04159432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-158128
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt090419052
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0459209
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt087450933
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03803962
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0376634
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt073523933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0396060
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt090419052
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03517701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020016760
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0546094
IRS990ScheduleD/ExpensesSubtotalAmt04606992
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0546094
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0546094
IRS990ScheduleD/LandGrp/BookValueAmt0480000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0480000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04004896
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt036532317
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Private equity funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.85372
IRS990ScheduleD/RevenueNotReportedAmt04004896
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0546094
IRS990ScheduleD/RevenueSubtotalAmt04591303
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:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14428
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0480000
IRS990ScheduleD/TotalBookValueSecuritiesAmt036532317
IRS990ScheduleD/TotalExpensesPerForm990Amt05153086
IRS990ScheduleD/TotalRevenuePerForm990Amt05137397
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08596199
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04606992
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt06017092
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt114141371
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt020158463
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The amounts reported on Part I represent the fair value of investments held in each region.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3f - Investments & Expenditures Per Region
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt020158463
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04206992
IRS990ScheduleI/RecipientTable/CashGrantAmt1400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support ongoing operations
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Admin & fundraising expenses
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Houston Symphony Society
IRS990ScheduleI/RecipientTable/RecipientEIN0741157373
IRS990ScheduleI/RecipientTable/RecipientEIN1741157373
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1615 Louisiana
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177002

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,655,103
Liabilities
$0
Net assets
$103,655,103
Revenue
$5,137,397
Expenses
$5,153,086
Net income
-$15,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$104$0.00$104$5.14$5.15$0.02
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
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