LOUISE W KAHN & EDMUND J KAHN DALLAS SYMPHONY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE W KAHN & EDMUND J KAHN DALLAS SYMPHONY FOUNDATION (EIN 75-6368880)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-08
- IRS object ID
- 202410689349100016
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-08T09:26:21-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300020048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLIE A SCANLAN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPY STE 1280 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756368880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE W KAHN AND EDMUND J KAHN DALLAS | BusinessNameLine1Txt |
| Business Name Line2 | SYMPHONY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2143696202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY 1280 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE A SCANLAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLIE A | PersonFirstNm |
| Person Last | SCANLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sallie A Scanlan CPA PC | PreparerPersonNm |
| PTIN | P00572582 | PTIN |
| Phone | 2143694732 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $158,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,062,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,589 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $16,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,141 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $750 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,062 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,531 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,531 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $471,839 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $471,839 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $571,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $483,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,973 | CashBOYAmt |
| Cash EOY | $4,797 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $467,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,300 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $553,946 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $518,010 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $2,825,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,888,467 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $2,186,847 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,278,028 | CorporateBondsEOYAmt |
| Total Assets BOY | $6,042,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,849,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,042,205 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,849,602 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,042,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,849,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,042,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,849,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,042,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,849,602 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,849,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED MORGAN STANLEY STMT | P | 2023-05-05 | 2023-06-06 | $38,936 | $39,225 | -$289 | -$289 |
| SEE ATTACHED MORGAN STANLEY STMT | P | 1985-05-05 | 2023-06-06 | $740,513 | $621,731 | $118,782 | $118,782 |
| SEE ATTACHED MORGAN STANLEY STMT | P | 1985-05-05 | 2023-06-06 | $54,301 | $9,549 | $44,752 | $44,752 |
| SEE ATTACHED MORGAN STANLEY STMT #2 | P | 1985-05-05 | 2023-04-15 | $227,494 | $171,419 | $56,075 | $56,075 |
| Capital Gain Dividends | $825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,145 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,049 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,049 | SubtotalAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,537 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,537 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,488 | OverpaymentAmt |
| Applied To ES Tax | $3,488 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLIE A SCANLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143696202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPY STE 1280 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SALLIE A SCANLAN | ||||||
| 10440 N CENTRAL EXPY STE 1280 | DALLAS | TX | 75231 | TRUSTEE | 8.50 | $0 |
| KELLY E ROACH | ||||||
| 10440 N CENTRAL EXPY STE 1280 | DALLLAS | TX | 75231 | TRUSTEE | 0.05 | $0 |
| SUSAN C THURESON | ||||||
| 10440 N CENTRAL EXPY STE 1280 | DALLAS | TX | 75231 | TRUSTEE | 1.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1919 INVESTMENT COUNSEL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 FIFTH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $71,141 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S ONLY PURPOSE IS TO FUND THE EXPENSES OF THE MUSICAL DIRECTOR AND GUEST ARTISTS AT THE DALLAS SYMPHONY. | Description1Txt |
| Expenses1 | $471,839 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,741,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,933,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,933,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,814,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,049 | TotalTaxAmt |
| Distributable Before Adj | $386,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $386,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $386,680 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $483,930 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $483,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,680 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,329 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $483,930 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $306,579 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,662 | ExcessFromYear4Amt |
| Excess From Year3 | $40,414 | ExcessFromYear3Amt |
| Excess From Year2 | $9,589 | ExcessFromYear2Amt |
| Excess From Year1 | $75,348 | ExcessFromYear1Amt |
| Excess From Current Year | $97,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DALLAS SYMPHONY ASSOC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO UNDERWRITE THE SALARY AND EXPENSES OF THE MUSIC DIRECTOR AND GUEST CONDUCTORS OF THE DALLAS SYMPHONY. | GrantOrContributionPurposeTxt |
| Amt | $471,839 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $471,839 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $378,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,589 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAS CPA | CategoryTxt |
| Amt | $16,400 | Amt |
| Net Investment Income | $9,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,560 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1919 INVESTMENT COUNSEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | *******THE QUARTERLY FEES ARE BASED ON THE VALUE OF THE FOUNDATION'S PORTFOLIO. | ExplanationTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 19/19 ADVISORY FEES (JAN-APRIL) | $14,170 | $14,170 | $0 | $0 |
| 19/19 FEES (MAY-DEC) | $56,919 | $56,919 | $0 | $0 |
| OTHER INVESTMENT FEES | $52 | $52 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Comments