The Episcopal School of Dallas Permanent Endowment Trust
Donations deductibleThe Episcopal School of Dallas Permanent Endowment Trust's network
8 people1 organisationi8 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bill Felder Chair | Chair | 2018 | 8 yrs |
| F Barron Fletcher III | Trustee | 2018 | 8 yrs |
| Jamiel Akhtar | Trustee | 2022 | 4 yrs |
| Jane Hancock | Trustee | 2021 | 5 yrs |
| Lavanya Viswanathan | Trustee | 2022 | 4 yrs |
| Lawrence Hawkins | Trustee | 2022 | 4 yrs |
| Lee Hobson (also filed as Lee Hobson) | Trustee | 2018 | 8 yrs |
| Robert Cathey | Trustee | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Blanca Mary Hernandez | Director of Finance | since 2020 |
| David L Baad | Head of School | since 2020 |
| Dawn M Lewis | Director of Human Resources | 2020 |
| Denis M Stokes | Director of Development | since 2020 |
| Dave Baad as of-072018 | Head of School | 2019 |
| Henry F Heil | Head of Upper School | 2020 |
| John E Boberg | Academic Dean | 2020 |
| Michael J Schneider | Physical Education Chair | 2020 |
| Meredyth L Cole | Head of School | 2018 |
| Robert A Buchholz | Chief Financial Officer, ESD | since 2018 |
| Ruth Burke | Associate Head of School | since 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jamiel Akhtar | Chair | 1 | $0 | ||
| Damian Ornani | Trustee | 1 | $0 | ||
| Drew McKnight | Trustee | 1 | $0 | ||
| Jane Hancock | Trustee | 1 | $0 | ||
| Lavanya Viswanathan | Trustee | 1 | $0 | ||
| Lawrence Hawkins | Trustee | 1 | $0 | ||
| Robert Cathey | Trustee | 1 | $0 | ||
| Zach Wooldridge | Trustee | 1 | $0 | ||
| Carter Tolleson | Trustee | 1 | $0 | ||
| David L Baad | Head of School | 2 | $0 | $618k | $26k |
| Blanca Mary Hernandez | Chief Financial Officer | 2 | $0 | $268k | $25k |
| Ruth Burke | Associate Head of School | 1 | $0 | $271k | $35k |
| Denis M Stokes | Chief Advancement Officer | 2 | $0 | $263k | $20k |
About
- Legal name
- The Episcopal School of Dallas Permanent Endowment Trust
- EIN
- 752205213
- Address
- 4100 Merrell Rd, Dallas, TX, 75229-6217
- State
- Texas
- Mission
- 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. (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1974
- Principal officer
- Jamiel Akhtar (as named on the Form 990)
- IRS ruling date
- 1 May 1988
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsBill Felder
≥8years on the filingsF Barron Fletcher III
≥8years on the filingsLee Hobson
≥5years on the filingsJane Hancock
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $75.3m
- Total liabilities
- $0
- Net assets or fund balances
- $75.3m
- Contributions and grants received
- $23.1m
- Program service revenue
- $0
- Grants and similar paid out
- $1.4m
- Employees
- 0
- Volunteers
- 9
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| The Episcopal School of Dallas Inc | Esd program support | $1.4m |