LOUISE W KAHN & EDMUND J KAHN DALLAS SYMPHONY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOUISE W KAHN & EDMUND J KAHN DALLAS SYMPHONY FOUNDATION (EIN 75-6368880)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-06
IRS object ID
202620659349100412
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-06T09:03:49-08:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300020048PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SALLIE A SCANLAN CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110440 N CENTRAL EXPY STE 1280AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756368880EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUISE W KAHN AND EDMUND J KAHN DALLASBusinessNameLine1Txt
Business Name Line2SYMPHONY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone2143696202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110440 N CENTRAL EXPRESSWAY 1280AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALLIE A SCANLANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2026-03-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSallie A Scanlan CPA PCPreparerPersonNm
PTINP00572582PTIN
Phone2143694732PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,469,906FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$173,841DividendsRevAndExpnssAmt
Dividends Net Invst Incm$173,841DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$605,731NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,717,865GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$605,731CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$779,572TotalRevAndExpnssAmt
Total Net Invst Incm$779,572TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$17,343AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,406AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,937AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$89,585OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,585OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$18,108TaxesRevAndExpnssAmt
Taxes Net Invst Incm$971TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$11,775OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,888OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$5,887OccupancyDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$136,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$106,850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,824TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$473,164ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$473,164ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$609,975TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$106,850TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$485,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$169,597ExcessRevenueOverExpensesAmt
Net Investment Income$672,722NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,874CashBOYAmt
Cash EOY$4,737CashEOYAmt
Cash EOYFMV$4,737CashEOYFMVAmt
Sav And Temp Cash Invst BOY$184,942SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$186,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$186,420SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$686,676USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,193,638USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,204,628USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,815,591CorporateStockBOYAmt
Corporate Stock EOY$2,595,887CorporateStockEOYAmt
Corporate Stock EOYFMV$5,611,014CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,514,551CorporateBondsBOYAmt
Corporate Bonds EOY$2,394,549CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,463,107CorporateBondsEOYFMVAmt
Total Assets BOY$6,205,634TotalAssetsBOYAmt
Total Assets EOY$6,375,231TotalAssetsEOYAmt
Total Assets EOYFMV$9,469,906TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,205,634CapitalStockBOYAmt
Capital Stock EOY$6,375,231CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,205,634TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,375,231TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,205,634TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,375,231TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,205,634TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$169,597ExcessRevenueOverExpensesAmt
Subtotal$6,375,231SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,375,231TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED MORGAN STANLEY STMT #2P2025-05-052025-08-08$64,454$58,738$5,716$5,716
SEE ATTACHED MORGAN STANLEY STMTP1985-05-052025-06-06$1,653,275$1,053,396$599,879$599,879
Capital Gain Dividends$136
FieldValueIRS element (for citing)
Capital Gain Net Income$605,731CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,351InvestmentIncomeExciseTaxAmt
Subtotal$9,351SubtotalAmt
Tax Based On Investment Income$9,351TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Overpayment$2,649OverpaymentAmt
Applied To ES Tax$2,649AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SALLIE A SCANLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143696202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110440 N CENTRAL EXPY STE 1280AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SALLIE A SCANLAN
10440 N CENTRAL EXPY STE 1280DALLASTX75231TRUSTEE8.50$0
KELLY E ROACH
10440 N CENTRAL EXPY STE 1280DALLLASTX75231TRUSTEE0.05$0
SUSAN C THURESON
10440 N CENTRAL EXPY STE 1280DALLASTX75231TRUSTEE1.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line11919 INVESTMENT COUNSELBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1640 FIFTH AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$89,585CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S ONLY PURPOSE IS TO FUND THE EXPENSES OF THE MUSICAL DIRECTOR AND GUEST ARTISTS AT THE DALLAS SYMPHONY.Description1Txt
Expenses1$473,164Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,946,377AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$265,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,211,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$9,211,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$138,175CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,073,477NetVlNoncharitableAssetsAmt
Minimum Investment Return$453,674MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$453,674MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,351TaxBasedOnInvestmentIncomeAmt
Total Tax$9,351TotalTaxAmt
Distributable Before Adj$444,323DistributableBeforeAdjAmt
Distributable Before Ded$444,323DistributableBeforeDedAmt
Distributable As Adjusted$444,323DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$485,988ExpensesAndContributionsAmt
Qualifying Distributions$485,988QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$444,323DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,414ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,589ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$75,348ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,250ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,763ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$275,364TotalExcessDistributionCyovAmt
Qualifying Distributions$485,988QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$444,323AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,665RemainingDistriFromCorpusAmt
Total Corpus$317,029TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,414ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$276,615ExcessDistriCyovToNextYrAmt
Excess From Year4$9,589ExcessFromYear4Amt
Excess From Year3$75,348ExcessFromYear3Amt
Excess From Year2$97,250ExcessFromYear2Amt
Excess From Year1$52,763ExcessFromYear1Amt
Excess From Current Year$41,665ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonDALLAS SYMPHONY ASSOCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12301 FLORA STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeTO UNDERWRITE THE SALARY AND EXPENSES OF THE MUSIC DIRECTOR AND GUEST CONDUCTORS OF THE DALLAS SYMPHONY.GrantOrContributionPurposeTxt
Amt$473,164Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$473,164TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$173,841ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$605,731ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$779,572ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$779,572TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySAS CPA PCCategoryTxt
Amt$17,343Amt
Net Investment Income$10,406NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,937DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line11919 INVESTMENT COUNSELBusinessNameLine1Txt
FieldValueIRS 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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
19/19 ADVISORY FEES$89,572$89,572$0$0
OTHER INVESTMENT FEES$13$13$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAXES$17,137
FOREIGN TAXES$971$971

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