The Episcopal School of Dallas Permanent Endowment Trust

Analysis

The Episcopal School of Dallas Permanent Endowment Trust is a registered charity in United States, based in Dallas, TX. It received its IRS tax-exemption ruling in May 1988, 38 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, The Episcopal School of Dallas Permanent Endowment Trust reported income of $4.9m and spending of $1.2m, leaving 76% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $1.5m to $4.9m (+224%), an average of +34% a year. The sharpest change came in the year to June 2023, when income rose by 214%. Over the whole period it spent 33% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, The Episcopal School of Dallas Permanent Endowment Trust sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 94th percentile within TX. Charities of a similar size with the same main cause include Yeshiva Tifereth Torah Inc ($4.9m), Liberty Christian Academy ($4.9m) and Albuquerque Academy for Boys Trust 1 ($4.9m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 97% of the total. At year end it held assets of $41.1m against liabilities of $1,400, net assets of $41.1m.