The Dallas Foundation

Overview

Capital pool classification based on organization profile type and reviewed public context.¹

The Dallas Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.¹

Estimated AUM: $677M as of Dec 31, 2023²
Capital pool: community foundation endowment / donor-advised fund pool¹
Investment model: Senior staff and the Finance team provide daily stewardship while an external investment manager is overseen by an Investment Committee.³
Investment approach: The Foundation emphasizes long-term preservation and growth. Its financial statements describe a total-return strategy using capital appreciation and current yield, with a 5% spending policy calculated over twelve quarters.⁴
Spending support: Not listed yet
Spending policy: Not listed yet
Asset allocation: Public evidence references these asset classes or allocation areas: venture capital, fixed income.⁵
Performance: Not listed yet
Governance: The Finance Committee of the Board reviews the investment policy and recommends changes; an Investment Committee oversees the external investment manager.⁴
Investment team: The Foundation identifies senior staff, the Finance team, and an external investment manager overseen by an Investment Committee; the investment article identifies Torrey Littleton as CFO.³
Unfunded commitments: Not listed yet
Source freshness: Last verified Jul 21, 2026 · Needs review

Last verified Jul 21, 2026 from public career and organization materials.

Website (dallasfoundation.org)Parent organization overview, Pool purpose, Capital pool · checked Jul 26, 2026
Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
Website (dallasfoundation.org)Investment model, Investment team, Investment office page · checked Aug 6, 2026
Financial statements (dallasfoundation.org)Investment approach, Governance · checked Aug 6, 2026
Annual report (dallasfoundation.org)Asset allocation · checked Sep 2, 2026