The Episcopal School of Dallas Permanent Endowment Trust
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.
The Episcopal School of Dallas Permanent Endowment Trust at a glance
In short: The Episcopal School of Dallas Permanent Endowment Trust gave $1.4M across 1 grant in 2025 (avg $1.4M), mostly in Texas. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,441,541
- +18.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,441,541
- +18.2% vs 2024
- Median grant
- $1,441,541
- Total assets
- $75,250,014
- +55.5% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Episcopal School of Dallas Permanent Endowment Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Episcopal School of Dallas Inc ($1.4M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Episcopal School of Dallas Permanent Endowment Trust gives
- Giving grew 67% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $770K (2020) to $1.4M (2025). In 2025 it made 1 grant totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Episcopal School of Dallas Inc Dallas, TX | ESD Program Support | $1,441,541 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $75,250,014 | $24,520,815 | $1,840,576 | $1,441,541 | 1 | $1,413,629 |
| 2024 | $48,385,058 | $4,235,830 | $1,562,733 | $1,220,000 | 1 | $685,486 |
| 2023 | $41,075,318 | $4,936,327 | $1,166,688 | $911,500 | 1 | $121,999 |
| 2022 | $33,813,165 | $1,572,835 | $1,046,330 | $861,622 | 1 | $89,640 |
| 2021 | $38,754,496 | $6,335,560 | $1,166,429 | $862,122 | 1 | $911,033 |
| 2020 | $27,302,318 | $2,676,870 | $1,080,011 | $770,000 | 1 | $1,360,673 |
| 2019 | $26,477,772 | $1,522,555 | $1,094,842 | $862,826 | 1 | $387,960 |
About The Episcopal School of Dallas Permanent Endowment Trust
Based on IRS filings
The Episcopal School of Dallas Permanent Endowment Trust is a public charity focused on Academics, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $75.3M in total assets. In 2025, it awarded 1 grant totaling $1.4M. Net investment income was $1.4M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Episcopal School of Dallas Permanent Endowment Trust is led by Jamiel Akhtar, Chair since 2024 (on filings since 2022); none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jamiel Akhtar
Chair
Trustee → Chair, 2024
On filings since 2022
1 hr/week
No compensation reported
Jane Hancock
Trustee
On filings since 2021
1 hr/week
No compensation reported
Lavanya Viswanathan
Trustee
On filings since 2022
1 hr/week
No compensation reported
Lawrence Hawkins
Trustee
On filings since 2022
1 hr/week
No compensation reported
Robert Cathey
Trustee
On filings since 2022
1 hr/week
No compensation reported
Damian Ornani
Trustee
On filings since 2024
1 hr/week
No compensation reported
Drew McKnight
Trustee
On filings since 2024
1 hr/week
No compensation reported
Zach Wooldridge
Trustee
On filings since 2024
1 hr/week
No compensation reported
Carter Tolleson
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Blanca Mary Hernandez
Chief Financial Officer
Director of Finance → Chief Financial Officer, 2022
On filings since 2020
2 hrs/week
No compensation reported
David L. Baad
Head of School
On filings since 2020
2 hrs/week
No compensation reported
Denis M. Stokes
Chief Advancement Officer
Director of Development → Chief Advancement Officer, 2022
On filings since 2020
2 hrs/week
No compensation reported
Ruth Burke
Associate Head of School
On filings since 2021
1 hr/week
No compensation reported
Former officers (19)
- Former: Bill Felder (2019–2023) — Chair
- Former: F. Barron Fletcher III (2019–2023) — Trustee
- Former: Lee Hobson (2019–2023) — Trustee
- Former: Robert A. Buchholz (2019–2022) — Former Chief Financial Officer
- Former: Kent McGaughy (2020–2022) — Trustee
- Former: Andrew Sinwell (2019–2021) — Chair
- Former: Brian Casey (2019–2021) — Trustee
- Former: Reid Walker (2019–2021) — Trustee
- Former: Cullum Clark (2019–2020) — Trustee
- Former: Dawn M. Lewis (2020) — Director of Human Resources
- Former: Henry F. Heil (2020) — Head of Upper School
- Former: John E. Boberg (2020) — Academic Dean
- Former: Michael J. Schneider (2020) — Physical Education Chair
- Former: Plack Carr Jr. (2020) — Trustee
- Former: Dave Baad (2019) — Head of School · Filing note: As OF-072018
- Former: Meredyth L (2019) — Former Head of School
- Former: R Kent McGaughy (2019) — Chair
- Former: Stephen B (2019) — Former Rector & Headmaster
- Former: W Plack Carr Jr. (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Episcopal School of Dallas Permanent Endowment Trust
How much does The Episcopal School of Dallas Permanent Endowment Trust give each year?
The Episcopal School of Dallas Permanent Endowment Trust gave $1.4M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.2M across 1 grant.
How large is The Episcopal School of Dallas Permanent Endowment Trust?
The Episcopal School of Dallas Permanent Endowment Trust reported $75.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $24.5M.
What is The Episcopal School of Dallas Permanent Endowment Trust?
The Episcopal School of Dallas Permanent Endowment Trust is a public charity focused on Academics, based in Dallas, TX. It holds $75.3M in total assets as of 2025.
Where does The Episcopal School of Dallas Permanent Endowment Trust operate?
The Episcopal School of Dallas Permanent Endowment Trust has awarded grants in Texas.
What is The Episcopal School of Dallas Permanent Endowment Trust's EIN?
The Episcopal School of Dallas Permanent Endowment Trust's EIN (Employer Identification Number) is 75-2205213. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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