Totals
- Total revenue
- $159,979,237
- Total expenses
- $102,960,710
- Contributions and grants received
- $127,238,467
- Grants paid
- $90,645,841
- Program service revenue
- $0
- Investment income
- $32,461,173
- Other revenue
- $279,597
- Total assets, end of year
- $491,515,408
- Total liabilities, end of year
- $36,172,168
- Net assets or fund balances, end of year
- $455,343,240
- Program services expenses (Part IX)
- $93,547,496
- Management and general expenses
- $6,790,156
- Fundraising expenses
- $2,623,058
- Program service expenses (Part III)
- $93,547,496
Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$917,013
-
1d · Related organizations
$10,958,031
-
1f · All other contributions, gifts and grants
$115,363,423
-
1g · Noncash contributions included above
$37,331,765
-
3 · Investment income
total $8,825,045 · excluded $8,825,045
-
5 · Royalties
total $259,610 · excluded $259,610
-
6a · Gross rents
real property $150,000
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $150,000
-
6d · Net rental income or loss
total $150,000 · excluded $150,000
-
7a · Gross sales of assets other than inventory
securities $540,179,678
-
7b · Less cost or other basis and sales expenses
securities $516,543,550
-
7c · Gain or loss
securities $23,636,128
-
7d · Net gain or loss
total $23,636,128 · excluded $23,636,128
-
8a · Fundraising events: gross income
$299,870
-
8a · Fundraising events: contributions included on line 1c
$917,013
-
8b · Fundraising events: direct expenses
$698,481
-
8c · Net income from fundraising events
total -$398,611 · excluded -$398,611
-
11a · Other revenue: OTHER INCOME
total $268,598 · excluded $268,598
-
11e · Other revenue, total
$268,598
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $88,708,749 · program services $88,708,749
-
2 · Grants to domestic individuals
total $1,937,092 · program services $1,937,092
-
5 · Compensation of officers, directors and key employees
total $969,559 · program services $193,912 · management and general $513,866 · fundraising $261,781
-
7 · Other salaries and wages
total $2,909,556 · program services $581,911 · management and general $1,542,065 · fundraising $785,580
-
8 · Pension plan contributions
total $140,020 · program services $28,004 · management and general $74,211 · fundraising $37,805
-
9 · Other employee benefits
total $387,325 · program services $77,465 · management and general $205,282 · fundraising $104,578
-
10 · Payroll taxes
total $269,538 · program services $53,908 · management and general $142,855 · fundraising $72,775
-
11a · Fees: management
total $227,892 · program services $186,677 · management and general $41,215
-
11b · Fees: legal
total $160,628 · management and general $160,628
-
11c · Fees: accounting
total $87,853 · management and general $87,853
-
11e · Fees: professional fundraising services
total $111,385 · fundraising $111,385
-
11f · Fees: investment management
total $907,638 · management and general $907,638
-
11g · Fees: other
total $3,233,955 · program services $1,603,752 · management and general $1,491,255 · fundraising $138,948
-
12 · Advertising and promotion
total $56,353 · program services $8,750 · management and general $47,603
-
13 · Office expenses
total $412,818 · program services $52,739 · management and general $164,422 · fundraising $195,657
-
14 · Information technology
total $231,521 · management and general $231,521
-
15 · Royalties
total $1,500 · program services $1,500
-
16 · Occupancy
total $403,301 · program services $1,854 · management and general $222,934 · fundraising $178,513
-
17 · Travel
total $165,256 · program services $29,017 · management and general $118,890 · fundraising $17,349
-
19 · Conferences, conventions and meetings
total $31,107 · management and general $31,107
-
20 · Interest
total $1,871 · management and general $1,871
-
22 · Depreciation, depletion and amortization
total $56,673 · management and general $56,673
-
23 · Insurance
total $105,306 · management and general $105,306
-
24a · Other expenses: OTHER EXPENSES
total $534,635 · program services -$82,039 · management and general $121,495 · fundraising $495,179
-
24b · Other expenses: BUSINESS MEALS & ENTERT
total $361,483 · program services $75,029 · management and general $139,787 · fundraising $146,667
-
24c · Other expenses: MARKETING CONSULTANT
total $314,148 · program services $34,106 · management and general $263,167 · fundraising $16,875
-
24d · Other expenses: PRINTED MATERIALS
total $128,357 · program services $55,070 · management and general $13,321 · fundraising $59,966
-
24e · All other expenses
total $105,191 · management and general $105,191
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $24,840,428 · end of year $56,395,591
-
3 · Pledges and grants receivable
beginning of year $3,679,219 · end of year $600,497
-
9 · Prepaid expenses and deferred charges
beginning of year $641,662 · end of year $13,960,367
-
10a · Land, buildings and equipment: cost or other basis
$1,509,010
-
10b · Land, buildings and equipment: accumulated depreciation
$246,842
-
10c · Land, buildings and equipment, net
beginning of year $1,628,841 · end of year $1,262,168
-
12 · Investments: other securities
beginning of year $349,149,850 · end of year $338,649,937
-
15 · Other assets
beginning of year $49,143,554 · end of year $80,646,848
-
17 · Accounts payable and accrued expenses
beginning of year $1,322,752 · end of year $694,894
-
18 · Grants payable
beginning of year $8,058,078 · end of year $11,822,254
-
25 · Other liabilities
beginning of year $21,183,337 · end of year $23,655,020
-
27 · Net assets without donor restrictions
beginning of year $328,827,884 · end of year $356,848,025
-
28 · Net assets with donor restrictions
beginning of year $69,691,503 · end of year $98,495,215
Mission and programs · 2024
Mission
DALLAS FOUNDATION BRINGS TOGETHER PEOPLE, IDEAS AND INVESTMENTS IN GREATER DALLAS SO INDIVIDUALS AND FAMILIES CAN REACH THEIR FULL POTENTIAL.
-
OVERVIEW:THE DALLAS FOUNDATION STEWARDS PHILANTHROPIC RESOURCES IN PARTNERSHIP WITH OUR DONOR PARTNERS AND FOCUSES ON IMPACT BY INVESTING IN OUR COMMUNITY'S GREATEST NEEDS. THE DALLAS FOUNDATION HAS FOCUSED ON FOUR KEY PROGRAM AREAS: 1. ENSURING A STRONG AND HEALTHY START IN LIFE, 2. ECONOMIC MOBILITY, 3. FAMILY HOMELESSNESS, AND 4. CHILD AND YOUTH MENTAL HEALTH. THROUGH OUR GRANTMAKING AND PARTNERSHIPS, WE AIM TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS ACROSS THE DALLAS AREA.IMPACT METRICS:IN 2024, WE AWARDED OVER $5.4 MILLION IN DISCRETIONARY GRANTS TO MORE THAN 150 NONPROFIT ORGANIZATIONS AND, IN PARTNERSHIP WITH OUR FUNDHOLDERS, A TOTAL OF APPROXIMATELY $93M. OF THESE GRANTS, 28% WERE DIRECTED TO EDUCATION-RELATED NONPROFIT ORGANIZATIONS FOR A TOTAL PHILANTHROPIC INVESTMENT OF OVER $25M IN THIS CAUSE AREA. ANOTHER $10M IN GRANTS FOCUSED ON NONPROFITS WORKING IN THE AREAS OF COMMUNITY AND NEIGHBORHOOD DEVELOPMENT. SUCCESS STORY:AS PLANNING FOR WHAT WOULD EVENTUALLY BECOME DALLAS' 2024 BOND PACKAGE BEGAN, THE DALLAS HOUSING COALITION (DHC) WAS FORMED. IN 2022, THIS GRASSROOTS, VOLUNTEER-POWERED GROUP OF MORE THAN 200 ORGANIZATIONS COMMITTED TO ADVOCATING FOR THE DEVELOPMENT AND PRESERVATION OF ATTAINABLE HOUSING IN THE CITY OF DALLAS, BEGAN ADVOCATING FOR THE CITY TO ALLOCATE UP TO $200 MILLION FOR ATTAINABLE HOUSING AND HOMELESS SOLUTIONS IN THE BOND PACKAGE. ULTIMATELY, THREE HOUSING-RELATED PROPOSITIONS TOTALING ABOUT $82 MILLION WERE PLACED ON THE MAY BALLOT. TO CULTIVATE WIDER COMMUNITY SUPPORT FOR HOUSING AND EVENTUALLY PROPOSITIONS G, H, AND I, THE SECTIONS OF THE BOND PACKAGE THAT ADDRESSED HOUSING AND HOMELESSNESS SERVICES, DHC NEEDED RESOURCES TO DEVELOP A COMMUNICATIONS CAMPAIGN. THE DALLAS FOUNDATION JOINED DALLAS AREA HABITAT FOR HUMANITY AND CHARLES SCHWAB BANK WITH A COMBINED $100K INVESTMENT OVER TWO YEARS, INCLUDING 2024, THAT ALLOWED THE GROUP TO ENGAGE EXPERTS TO BUILD THE CAMPAIGN AND THEN GO PUBLIC WITH THEIR MESSAGE. THE EFFORTS EQUIPPED RESIDENTS ACROSS THE CITY WITH SOCIAL MEDIA TOOLS, A WEBSITE, T-SHIRTS AND OTHER OPPORTUNITIES TO DEMONSTRATE THEIR SUPPORT. THAT INVESTMENT, IN TURN, YIELDED $82M OF BOND FUNDING THAT WILL BE DIRECTED TOWARD MIXED-INCOME/MIXED-USE HOUSING ($36.6M), AFFORDABLE HOMEOWNERSHIP DEVELOPMENT OPPORTUNITIES ($26.4M), AND PERMANENT SUPPORTIVE HOUSING AND RENOVATIONS TO THE BRIDGE HOMELESS RECOVERY CENTER, WHICH IS CITY-OWNED ($19M). FUTURE GOALS:LOOKING AHEAD, THE DALLAS FOUNDATION BEGAN PRELIMINARY STEPS TO DEVELOPING AN UPDATED STRATEGIC PLAN FOCUSED ON EXPANDING OUR IMPACT TOWARD ENSURING A STRONG AND HEALTHY START FOR AGES 0-5 AND IDENTIFYING DONOR AND COMMUNITY PARTNERSHIPS THAT ENSURE WE ARE EMPOWERING DALLAS COMMUNITIES THROUGH PHILANTHROPIC INVESTMENTS AND COLLABORATION.
Expenses $93,547,496 · Grants $90,645,841
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark OkadaMARK OKADA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy SmithJEREMY SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steffen FuchsSTEFFEN FUCHS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth PhillipsELIZABETH PHILLIPS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Amber ScanlanAMBER SCANLAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Trevor Rees Jones IIITREVOR REES JONES III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jaimee EddingtonJAIMEE EDDINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Courtney UnderwoodCOURTNEY UNDERWOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan SalkaSUSAN SALKA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tim HaferTIM HAFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bridget LopezBRIDGET LOPEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe SchloesserJOE SCHLOESSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lael MelvilleLAEL MELVILLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lydia AddyLYDIA ADDY
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Chris LunaCHRIS LUNA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Bobby BisorBOBBY BISOR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Julie DiazJULIE DIAZ
EXECUTIVE VP & COO
- Total calculated
- $532,125
- From this org
- $518,549
- From related orgs
- $0
- Other
- $13,576
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $473,549
- Bonus
- $45,000
- Other
- $0
- Deferred
- $13,100
- Nontaxable benefits
- $476
- Filer's total
- $532,125
-
Torrey LittletonTORREY LITTLETON
CHIEF FINANCIAL OFFICER
- Total calculated
- $290,738
- From this org
- $260,781
- From related orgs
- $0
- Other
- $29,957
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,741
- Bonus
- $29,040
- Other
- $0
- Deferred
- $10,027
- Nontaxable benefits
- $19,930
- Filer's total
- $290,738
-
Jessica WattsJESSICA WATTS
CHIEF PARTNERSHIP OFFICER
- Total calculated
- $146,696
- From this org
- $140,944
- From related orgs
- $0
- Other
- $5,752
- Hours/week
- 40
-
Angela WoodsonANGELA WOODSON
SENIOR DIRECTOR OF STRATEGIC INITIATIVES
- Total calculated
- $201,832
- From this org
- $182,830
- From related orgs
- $0
- Other
- $19,002
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,504
- Bonus
- $4,326
- Other
- $0
- Deferred
- $7,072
- Nontaxable benefits
- $11,930
- Filer's total
- $201,832
-
Gary GarciaGARY GARCIA
SR DIRECTOR, PHILANTHROPIC PARTNERSHIPS
- Total calculated
- $202,626
- From this org
- $179,721
- From related orgs
- $0
- Other
- $22,905
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,614
- Bonus
- $17,107
- Other
- $0
- Deferred
- $5,077
- Nontaxable benefits
- $17,828
- Filer's total
- $202,626
-
Dawn TownsendDAWN TOWNSEND
VP MARKETING & COMMUNICATIONS
- Total calculated
- $178,910
- From this org
- $171,356
- From related orgs
- $0
- Other
- $7,554
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,755
- Bonus
- $15,601
- Other
- $0
- Deferred
- $6,594
- Nontaxable benefits
- $960
- Filer's total
- $178,910
-
Kimberly MontezKIMBERLY MONTEZ
DIRECTOR, GIFT PLANNING & FAMILY PHILANTHROPY
- Total calculated
- $176,360
- From this org
- $158,343
- From related orgs
- $0
- Other
- $18,017
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,708
- Bonus
- $4,635
- Other
- $0
- Deferred
- $6,076
- Nontaxable benefits
- $11,941
- Filer's total
- $176,360
-
Michelle SchneiderMICHELLE SCHNEIDER
VICE PRESIDENT OF INFORMATION TECHNOLOGY
- Total calculated
- $146,091
- From this org
- $132,599
- From related orgs
- $0
- Other
- $13,492
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$7,850,330
GENERAL SUPPORT
-
$6,078,441
GENERAL SUPPORT
-
SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION
$5,636,745
GENERAL SUPPORT
-
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
$3,257,250
GENERAL SUPPORT
-
$3,162,983
GENERAL SUPPORT
-
$3,000,000
GENERAL SUPPORT
-
SAINT MICHAEL AND ALL ANGELS CHURCH
$2,627,198
GENERAL SUPPORT
-
$2,625,000
GENERAL SUPPORT
-
$2,045,400
GENERAL SUPPORT
-
$1,614,510
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NEXPOINT PHILANTHROPIES DALLAS INC
501(C)(3) · SUPPORTING · DE · controlled entity
Directly controlled by DALLAS FOUNDATION
-
501(C)(3) · SUPPORTING · DE · controlled entity
Directly controlled by DALLAS FOUNDATION
-
501(C)(3) · SUPPORTING · DE · controlled entity
Directly controlled by DALLAS FOUNDATION
-
DALLAS FOUNDATION SPECIAL PROJECTS FUND
501(C)(3) · SUPPORTING · TX · controlled entity
Directly controlled by DALLAS FOUNDATION
-
501(C)(3) · SUPPORTING · TX · controlled entity
Directly controlled by DALLAS FOUNDATION
-
501(C)(3) · SUPPORTING · TX · controlled entity
Directly controlled by DALLAS FOUNDATION
-
501(C)(3) · SUPPORTING · TX · controlled entity
Directly controlled by DALLAS FOUNDATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BLUE ROCK STUDIO LLC
HOLD REAL ESTATE AND ILLIQUID ASSETS · TX · income $0 · assets $0
Directly controlled by DALLAS FOUNDATION
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
LENNOX HOLDINGS LTD
EXCLUDED · RENTAL · TX · 98% owned · share of assets $1,547,361
-
MAHATMA DHARMA CHARITIES LTD
EXCLUDED · INVESTMENT · TX · 98% owned
-
LAKESIDE VILLAGE PARTNERS LP
EXCLUDED · INVESTMENT · TX · 9.71% owned · share of income -$94,878 · share of assets $131,003
-
TONAN PARTNERS LTD
EXCLUDED · INVESTMENT · TX · 2% owned · share of income $942 · share of assets $38,653
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523219349304212
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.