2026-06-15T11:41:31-05:00 2025-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-08-01 760038314 Houston Grand Opera Endowment Inc HOUS 7135460258 510 Preston Houston TX 770021504 Elizabeth Greer CFO 7135460258 2026-06-15 1 0 Susanna Blackmon P01226926 7134395739 2026-06-15 2024 2025-03-06 01:10:19Z Marianne Kah 510 Preston Houston TX 770021504 39965870 0 X N/A X 1982 TX Accept, hold, and invest endowment funds for the benefit of Houston Grand Opera Assoc., Inc. 12 11 0 11 -46672 0 7157798 23033543 0 0 831832 7591139 27222 46144 8016852 30670826 3568332 4226447 0 0 0 0 0 0 0 447162 588922 4015494 4815369 4001358 25855457 120594660 147806851 118258 0 120476402 147806851 This organization accepts, receives, holds, and invests endowment funds for the benefit of Houston Grand Opera Association of Houston, Texas. 0 0 4226447 4226447 This organization accepts, receives, holds, and invests endowment funds for the benefit of Houston Grand Opera Association of Houston, Texas. 4226447 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Elizabeth Greer CFO 7135460258 510 Preston Houston TX 770021504 Khori Dastoor HGO CEO & General Director 5.00 50.00 X X 0 491561 28127 Marianne Kah Chair 2.00 1.00 X X 0 0 0 Yolanda Knull Senior Chair 1.00 0.00 X X 0 0 0 Tom Rushing Chair Emeritus 1.00 0.00 X X 0 0 0 Mark Poag Vice Chair 1.00 0.00 X X 0 0 0 Terrylin Neale Secretary, Treasurer 2.00 2.00 X X 0 0 0 Tom Ajamie Trustee 1.00 1.00 X 0 0 0 Carolyn Galfione Trustee 1.00 0.00 X 0 0 0 Richard Husseini Trustee 1.00 1.00 X 0 0 0 Stephen Kaufman Trustee 1.00 0.00 X 0 0 0 Claire Liu Trustee 2.00 10.00 X 0 0 0 Scott Wise Trustee 1.00 0.00 X 0 0 0 0 491561 28127 0 0 1 0 Captrust Financial Advisors 4208 Six Forks Rd 1700 Raleigh NC 27609 Investment management 105014 1 23033543 23033543 2561283 -47268 2608551 46144 46144 14324900 9295044 5029856 5029856 596 5029260 30670826 0 -46672 7683955 4226447 4226447 12076 12076 506794 506794 69500 69500 Income tax expense 552 552 4815369 4226447 588922 0 5885261 9752497 106435 400000 20 20 20 100829632 119219116 13773312 16627325 0 1807893 120594660 147806851 118258 0 118258 0 X 14237619 14321896 106238783 133484955 120476402 147806851 120594660 147806851 25855457 1474992 0 X 0 1 X 1 0 X X 1 Houston Grand Opera Association Inc 746016764 7 1 4815369 0 1 4815369 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109129366 23208583 8122628 4226447 82128 136152002 94009409 7308047 11439671 3568332 59429 109129366 77904737 15290549 4251496 3407572 29801 94009409 83583898 529381 -3110260 3083084 15198 77904737 65763869 578398 20172111 2881318 49162 83583898 0.02433 0.72464 0.25103 0 0 20 20 20 Limited partnerships 16627325 F 16627325 62220265 1474992 34807688 36282680 25937585 506794 4226447 4733241 30670826 35458300 35376172 35376172 82128 506794 4226447 4733241 4815369 Part V, Line 4: The organization's endowment funds are held solely to support the following activities of Houston Grand Opera Association: general operating, studio, electronic media, music director chair, new productions, Concert of Arias, education, Spring Opera Festival, new productions with artistic merit, and Wagner opera performances. Part XI, Line 2d - Other Adjustments: Consolidated audit - revenue of affiliates 34,807,688. Part XI, Line 4b - Other Adjustments: Grants to affiliate 4,226,447. Part XII, Line 2d - Other Adjustments: Consolidated audit - expenses of affiliates 35,376,172. Part XII, Line 4b - Other Adjustments: Grants to affiliate 4,226,447. Central America and the Caribbean 0 0 Investments 2593123 0 0 0 0 0 0 2593123 0 2593123 1 0 1 1 1 0 Part I, Line 3f - Investments & Expenditures per Region The amount reported on Part I, Line 3f represents the fair value of investments held in the region. 1 Houston Grand Opera Association Inc 510 Preston Houston TX 77002 746016764 501(c)(3) 4226447 0 Operational support 1 0 Part I, Line 2: The organization only makes grants to its supported organization, Houston Grand Opera Association. The close relationship between the two organizations enables the Endowment to monitor the use of the granted funds. 0 0 0 0 0 0 0 0 0 Khori Dastoor HGO CEO & General Director 0 459321 0 32240 0 0 0 6411 0 21716 0 519688 0 0 Part I, Line 3 The CEO/General Director's compensation is determined by the Management Evaluation and Development Committee of the Houston Grand Opera Association's Board of Directors. Form 990, Part VI, Section A, line 7a The governing board of directors of Houston Grand Opera Association, Inc. appoints the board of trustees of Houston Grand Opera Endowment, Inc. Form 990, Part VI, Section A, line 7b Article II of Houston Grand Opera Endowment, Inc.'s bylaws may not be altered, amended or repealed without a majority vote of the governing board of directors of Houston Grand Opera Association, Inc. Article II describes the manner in which trustees are determined as well as the number of trustees and their powers. Form 990, Part VI, Section B, line 11b Management reviews Form 990 and/or provides a hard copy to the board of trustees in person at a Board of Trustees meeting and via email before filing with the IRS. Form 990, Part VI, Section B, line 12c At the beginning of each fiscal year, each member of the board and every officer is provided a copy of the conflict of interest statement to complete. Reminders to complete the form are sent as needed and copies of the statement are provided at board meetings. Form 990, Part VI, Section C, line 19 Upon request. Houston Grand Opera Association Inc 510 Preston Houston TX 77002 746016764 Promote and advance music culture TX 501(c)(3) 7 N/A 0 Houston Grand Opera Guild Inc 510 Preston Houston TX 77002 740016764 Financial & volunteer support for HGO TX 501(c)(3) 10 Houston Grand Opera Association Inc 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0