T F DIXON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- T F DIXON FAMILY FOUNDATION INC (EIN 13-4118192)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349100745
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:01:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 134118192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TFDIXON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIXO | BusinessNameControlTxt |
| Phone | 2124938185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH CO 140 BROADWAY PB-TAX S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM H DIXON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124938185 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $8,041,682 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $115,659 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $149,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,174,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,627 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $775,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $659,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,098 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,098 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,063 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,063 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,119 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,119 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,780 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $966 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,527 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,527 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $347,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $370,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $622,789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500,876 | CashBOYAmt |
| Cash EOY | $1,052,581 | CashEOYAmt |
| Cash EOYFMV | $1,052,581 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,765,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,483,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,989,101 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,266,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,535,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,041,682 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,125 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,228 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,228 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,263,233 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,531,633 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,263,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,531,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,266,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,535,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,263,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $370,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $4,638,841 | SubtotalAmt |
| Other Decreases | $107,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,531,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (164 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 55. ADOBE INC | 2022-05-10 | 2023-06-16 | $27,295 | $21,658 | $5,637 | $5,637 | |
| 11. ADOBE INC | 2022-05-10 | 2023-09-13 | $6,059 | $4,332 | $1,727 | $1,727 | |
| 291. ALPHABET INC CL C | 2023-01-30 | $28,506 | $5,644 | $22,862 | $22,862 | ||
| 140. ALPHABET INC CL C | 2012-05-22 | 2023-05-25 | $17,469 | $2,086 | $15,383 | $15,383 | |
| 9. BOOKING HOLDINGS INC COM STK | 2023-05-03 | $23,960 | $18,905 | $5,055 | $5,055 | ||
| 63. CELANESE CORP COM STK | 2022-11-02 | 2023-05-11 | $6,397 | $6,069 | $328 | $328 | |
| 103. CELANESE CORP COM STK | 2023-05-11 | $10,458 | $15,463 | -$5,005 | -$5,005 | ||
| 2. CELANESE CORP COM STK | 2022-11-02 | 2023-05-12 | $202 | $193 | $9 | $9 | |
| 89. CELANESE CORP COM STK | 2023-05-12 | $8,994 | $4,116 | $4,878 | $4,878 | ||
| 43. CELANESE CORP COM STK | 2013-03-27 | 2023-06-29 | $4,910 | $1,843 | $3,067 | $3,067 | |
| 50. CELANESE CORP COM STK | 2023-07-03 | $5,877 | $2,029 | $3,848 | $3,848 | ||
| 114. CELANESE CORP COM STK | 2012-05-31 | 2023-07-07 | $13,346 | $4,562 | $8,784 | $8,784 | |
| 96. CELANESE CORP COM STK | 2012-05-31 | 2023-07-10 | $11,190 | $3,842 | $7,348 | $7,348 | |
| 78. CELANESE CORP COM STK | 2012-05-31 | 2023-07-11 | $9,240 | $3,122 | $6,118 | $6,118 | |
| 67. CELANESE CORP COM STK | 2012-05-31 | 2023-07-12 | $8,168 | $2,681 | $5,487 | $5,487 | |
| 37. CELANESE CORP COM STK | 2012-05-31 | 2023-07-14 | $4,431 | $1,481 | $2,950 | $2,950 | |
| 42. CELANESE CORP COM STK | 2012-05-31 | 2023-07-17 | $5,071 | $1,681 | $3,390 | $3,390 | |
| 48. CELANESE CORP COM STK | 2012-05-31 | 2023-07-18 | $5,902 | $1,921 | $3,981 | $3,981 | |
| 50. CELANESE CORP COM STK | 2023-07-20 | $6,095 | $1,861 | $4,234 | $4,234 | ||
| 31. CELANESE CORP COM STK | 2012-07-25 | 2023-07-21 | $3,746 | $1,146 | $2,600 | $2,600 | |
| 47. CELANESE CORP COM STK | 2012-07-25 | 2023-07-24 | $5,710 | $1,737 | $3,973 | $3,973 | |
| 249. COPART INC COM STK | 2023-03-30 | $18,328 | $6,400 | $11,928 | $11,928 | ||
| 174. COPART INC COM STK | 2023-05-24 | $15,058 | $4,439 | $10,619 | $10,619 | ||
| 145. COPART INC COM STK | 2018-10-10 | 2023-08-09 | $12,681 | $3,660 | $9,021 | $9,021 | |
| 207. COPART INC COM STK | 2018-10-10 | 2023-11-13 | $10,037 | $2,613 | $7,424 | $7,424 | |
| 213. COPART INC COM STK | 2023-11-14 | $10,583 | $2,683 | $7,900 | $7,900 | ||
| 40. COSTCO WHOLESALE CORP | 2023-10-25 | $21,997 | $12,643 | $9,354 | $9,354 | ||
| 29. COSTCO WHOLESALE CORP | 2023-11-13 | 2023-12-19 | $19,615 | $16,783 | $2,832 | $2,832 | |
| 18. COSTCO WHOLESALE CORP | 2023-12-19 | $12,175 | $5,360 | $6,815 | $6,815 | ||
| 244. DOLLAR GENERAL CORP COM STK | 2023-08-29 | $37,804 | $25,320 | $12,484 | $12,484 | ||
| 183. DOLLAR GENERAL CORP COM STK | 2023-08-30 | $28,505 | $17,915 | $10,590 | $10,590 | ||
| 35. ARTHUR J GALLAGHER & CO | 2019-07-19 | 2023-01-09 | $6,703 | $3,217 | $3,486 | $3,486 | |
| 99. ARTHUR J GALLAGHER & CO | 2019-07-19 | 2023-04-19 | $20,308 | $9,100 | $11,208 | $11,208 | |
| 74. ARTHUR J GALLAGHER & CO | 2023-10-25 | $17,095 | $6,793 | $10,302 | $10,302 | ||
| 203. GRACO INC COMMON STOCK | 2021-01-06 | 2023-06-28 | $17,252 | $14,768 | $2,484 | $2,484 | |
| 53. GRACO INC COMMON STOCK | 2021-01-06 | 2023-06-29 | $4,544 | $3,856 | $688 | $688 | |
| 66. GRACO INC COMMON STOCK | 2023-07-05 | $5,569 | $4,743 | $826 | $826 | ||
| 98. GRACO INC COMMON STOCK | 2021-01-28 | 2023-07-06 | $8,143 | $6,946 | $1,197 | $1,197 | |
| 125. GRACO INC COMMON STOCK | 2021-01-28 | 2023-07-07 | $10,457 | $8,860 | $1,597 | $1,597 | |
| 24. GRACO INC COMMON STOCK | 2023-07-10 | $2,037 | $1,690 | $347 | $347 | ||
| 38. GRACO INC COMMON STOCK | 2021-01-28 | 2023-07-10 | $3,226 | $2,693 | $533 | $533 | |
| 68. GRACO INC COMMON STOCK | 2022-08-19 | 2023-07-11 | $5,804 | $4,783 | $1,021 | $1,021 | |
| 68. GRACO INC COMMON STOCK | 2020-12-16 | 2023-07-11 | $5,804 | $4,772 | $1,032 | $1,032 | |
| 65. GRACO INC COMMON STOCK | 2020-12-16 | 2023-07-12 | $5,594 | $4,562 | $1,032 | $1,032 | |
| 66. GRACO INC COMMON STOCK | 2023-07-14 | $5,688 | $4,604 | $1,084 | $1,084 | ||
| 62. GRACO INC COMMON STOCK | 2020-12-11 | 2023-07-17 | $5,421 | $4,323 | $1,098 | $1,098 | |
| 70. GRACO INC COMMON STOCK | 2023-07-18 | $6,123 | $4,872 | $1,251 | $1,251 | ||
| 44. GRACO INC COMMON STOCK | 2021-01-29 | 2023-07-19 | $3,842 | $3,060 | $782 | $782 | |
| 65. GRACO INC COMMON STOCK | 2023-07-20 | $5,647 | $4,504 | $1,143 | $1,143 | ||
| 87. GRACO INC COMMON STOCK | 2020-12-10 | 2023-07-21 | $7,518 | $5,940 | $1,578 | $1,578 | |
| 106. GRACO INC COMMON STOCK | 2023-07-24 | $9,149 | $7,214 | $1,935 | $1,935 | ||
| 90. GRACO INC COMMON STOCK | 2020-12-09 | 2023-07-25 | $7,782 | $6,108 | $1,674 | $1,674 | |
| 48. KLA CORPORATION | 2022-01-28 | 2023-01-11 | $19,979 | $17,183 | $2,796 | $2,796 | |
| 2. KLA CORPORATION | 2021-07-12 | 2023-01-11 | $832 | $627 | $205 | $205 | |
| 77. MASTERCARD INCORPORATED | 2021-11-15 | 2023-01-10 | $28,464 | $27,908 | $556 | $556 | |
| 77. MASTERCARD INCORPORATED | 2023-05-03 | $29,037 | $23,867 | $5,170 | $5,170 | ||
| 229. PAYPAL HOLDINGS INC- COM STK | 2023-11-13 | $12,437 | $2,450 | $9,987 | $9,987 | ||
| 89. PROGRESSIVE CORP OHIO | 2023-01-09 | $11,766 | $7,635 | $4,131 | $4,131 | ||
| 90. PROGRESSIVE CORP OHIO | 2020-07-09 | 2023-03-30 | $12,855 | $6,970 | $5,885 | $5,885 | |
| 779. SIGNATURE BANK COM STK | 2023-03-28 | $136 | $163,822 | -$163,686 | -$163,686 | ||
| 109. AO SMITH CORP COM STK | 2019-08-08 | 2023-06-29 | $7,884 | $4,934 | $2,950 | $2,950 | |
| 104. AO SMITH CORP COM STK | 2019-08-08 | 2023-07-05 | $7,392 | $4,708 | $2,684 | $2,684 | |
| 70. AO SMITH CORP COM STK | 2019-08-08 | 2023-07-06 | $4,922 | $3,169 | $1,753 | $1,753 | |
| 129. AO SMITH CORP COM STK | 2023-07-07 | $9,150 | $5,837 | $3,313 | $3,313 | ||
| 169. AO SMITH CORP COM STK | 2023-07-10 | $12,187 | $7,624 | $4,563 | $4,563 | ||
| 157. AO SMITH CORP COM STK | 2019-08-07 | 2023-07-11 | $11,490 | $7,077 | $4,413 | $4,413 | |
| 63. AO SMITH CORP COM STK | 2023-07-12 | $4,636 | $2,836 | $1,800 | $1,800 | ||
| 81. AO SMITH CORP COM STK | 2019-08-14 | 2023-07-14 | $6,006 | $3,625 | $2,381 | $2,381 | |
| 63. AO SMITH CORP COM STK | 2019-08-14 | 2023-07-17 | $4,729 | $2,820 | $1,909 | $1,909 | |
| 86. AO SMITH CORP COM STK | 2023-07-18 | $6,548 | $3,829 | $2,719 | $2,719 | ||
| 94. AO SMITH CORP COM STK | 2023-07-20 | $7,176 | $4,165 | $3,011 | $3,011 | ||
| 111. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-21 | $8,436 | $4,819 | $3,617 | $3,617 | |
| 108. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-24 | $8,147 | $4,689 | $3,458 | $3,458 | |
| 114. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-25 | $8,585 | $4,950 | $3,635 | $3,635 | |
| 1105. UNION PACIFIC CORP | 1935-11-15 | 2023-07-28 | $256,379 | $232 | $256,147 | $256,147 | |
| 368. UNION PACIFIC CORP | 2023-07-28 | $85,382 | $88 | $85,294 | $85,294 | ||
| 67. ALCON INC COM STK | 2019-09-23 | 2023-08-02 | $5,508 | $4,009 | $1,499 | $1,499 | |
| 68. ALCON INC COM STK | 2023-08-03 | $5,586 | $4,065 | $1,521 | $1,521 | ||
| 67. ALCON INC COM STK | 2023-08-04 | $5,497 | $3,988 | $1,509 | $1,509 | ||
| 79. ALCON INC COM STK | 2019-09-17 | 2023-08-07 | $6,478 | $4,698 | $1,780 | $1,780 | |
| 67. ALCON INC COM STK | 2023-08-09 | $5,481 | $3,933 | $1,548 | $1,548 | ||
| 96. ALCON INC COM STK | 2019-08-05 | 2023-08-10 | $7,869 | $5,580 | $2,289 | $2,289 | |
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,871 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,225 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,225 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,432 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOTUS WU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124938182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 6TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS F DIXON | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | VICE PRESIDENT | 1 | $0 |
| LINDA F DIXON | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | VICE PRESIDENT | 1 | $0 |
| BARBARA O'CONNELL | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | SECRETARY | 1 | $4,098 |
| ANNA T KORNICZKY | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | TREASURER | 1 | $0 |
| HILLIARY A DIXON | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | VICE PRESIDENT | 1 | $0 |
| ADAM H DIXON | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | PRESIDENT | 1 | $0 |
| JOSH ALLER | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | VICE PRESIDENT | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,547,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $944,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,491,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,491,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,379,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $368,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $368,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,657 | TotalTaxAmt |
| Distributable Before Adj | $360,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $367,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $362,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,252 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE T F DIXON FAMILY FOUNDATION I | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2124938182 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SUMMARY IN LETTER FORM WITH BRIEF DESCRIPTION OF ORGANIZATION AND THEIR FUNDING REQUIREMENTS. MUST INCLUDE COPY OF 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS MUST BE RECEIVED BY FEBRUARY 28. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY US CHARITIES WITH 501(C)(3). NO FUNDING OUTSIDE USA. NO MATCHING OF US GOVERNMENT FUNDS. NO FUNDS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF NEW YORK INC | ||||||||
| 91 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 100033039 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SUN VALLEY CENTER FOR THE ARTS INC | ||||||||
| PO BOX 656 | SUN VALLEY | ID | 833530656 | N/A | PC | GENERAL SUPPORT | $500 | |
| SOARING SOCIETY OF AMERICA FDN | ||||||||
| PO BOX 2100 | HOBBS | NM | 88241 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BOISE BOMBERS INC | ||||||||
| 3416 W BELLOMY LN | BOISE | ID | 83703 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CAMP UKANDU | ||||||||
| 601 SW 2ND AVE STE 2300 | PORTLAND | OR | 972043159 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN RED CROSS NATIONAL | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | GENERAL SUPPORT | $130,000 | |
| SALVATION ARMY - BOISE CORPS | ||||||||
| 9492 W EMERALD ST | BOISE | ID | 83704 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE BIRD DOG FOUNDATION INC | ||||||||
| PO BOX 774 | GRAND JCT | TN | 380390774 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY DOGS NEW LIFE SHELTER | ||||||||
| 9101 SE STANLEY AVE | PORTLAND | OR | 97206 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FOUNDATION FOR IDAHO HISTORY INC | ||||||||
| PO BOX 664 STE 100 | BOISE | ID | 837010664 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BOISE BICYCLE PROJECT INC | ||||||||
| 1027 S LUSK ST | BOISE | ID | 83706 | NONE | PC | GENERAL OPERATING | $2,000 | |
| IDAHO HUMANE SOCIETY INC | ||||||||
| 1300 S BIRD STREET | BOISE | ID | 837091556 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| MONASTERY OF ST GERTRUDE | ||||||||
| 465 KEUTERVILLE RD | COTTONWOOD | ID | 83522 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| BOISE ART MUSEUM INC | ||||||||
| 670 E JULIA DAVIS DR | BOISE | ID | 837027646 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| GIRL SCOUTS OF SILVER SAGE COUNCIL INC | ||||||||
| 8948 W BARNES ST | BOISE | ID | 83709 | NONE | PC | GENERAL OPERATING | $12,000 | |
| IDAHO SHAKESPEARE FESTIVAL INC | ||||||||
| PO BOX 9365 | BOISE | ID | 83707 | N/A | PC | GENERAL SUPPORT | $13,000 | |
| BISHOP KELLY FOUNDATION INC | ||||||||
| 7009 W FRANKLIN RD | BOISE | ID | 837090922 | N/A | PC | GENERAL SUPPORT | $500 | |
| BOISE PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 715 S CAPITAL BLVD | BOISE | ID | 837027123 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CORPUS CHRISTI HOUSE INC | ||||||||
| 525 AMERICANA BLVD | BOISE | ID | 837074722 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| BOISE STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1173 W UNIVERSITY DRIVE | BOISE | ID | 837063009 | N/A | PC | GENERAL SUPPORT | $6,500 | |
| OUTSIDE IN | ||||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97205 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CASCADIA BEHAVIORAL HEALTHCARE INC | ||||||||
| PO BOX 8459 | PORTLAND | OR | 97207 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OREGON FOOD BANK | ||||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | ||||||||
| PO BOX 11527 | PORTLAND | OR | 972110527 | NONE | I | GENERAL OPERATING | $5,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 972193013 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE DOUGY CENTER | ||||||||
| PO BOX 86852 | PORTLAND | OR | 972860852 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NAYA FAMILY CENTER | ||||||||
| 5135 NE COLUMBID BLVD | PORTLAND | OR | 97218 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MT SCOTT LEARNING CENTER | ||||||||
| 6148 SE HOLGATE BLVD | PORTLAND | OR | 97206 | N/A | PC | GENERAL SUPPORT | $10,000 | HIGH SCHOOL & ADMINISTRATIVE OFFICE |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE 1025 | PORTLAND | OR | 972041437 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FREE GEEK | ||||||||
| 1731 SE 10TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PLANNED PARENTHOOD COLUMBIA-WILLAMETTE | ||||||||
| 3727 NE MARTIN LUTHER KING JP BLVD | PORTLAND | OR | 97212 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF IDAHO | ||||||||
| 139 WARM SPRINGS AVE | BOISE | ID | 83712 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $659,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,923 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THOMAS DIXON | ||||||
| 1 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $75,178 | Yes (X) |
| HILLIARY DIXON | ||||||
| 2 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $20,346 | Yes (X) |
| ADAM DIXON | ||||||
| 3 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $20,135 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 575 SHARES ALPHABET INC CL C | $75,178 | 2023-11-06 |
| 2 | 27 SHARES PAYPAL HOLDINGS INC 54 SHARES BERKSHIRE HATHAWAY INC CL B | $20,346 | 2023-11-06 |
| 3 | 95 SHARES UNION PACIFIC CORP | $20,135 | 2002-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $4,930 | Amt |
| Disbursements Charitable Prps | $4,930 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FUND CL I | $375,000 | $377,330 |
| BBH INCOME FUND-I | $300,000 | $247,314 |
| AMAZON.COM INC | $137,187 | $133,707 |
| BOOKING HOLDINGS INC COM STK | $84,031 | $156,078 |
| DOLLAR GENERAL CORP COM STK | ||
| NIKE INC CL B | $84,850 | $110,850 |
| COSTCO WHOLESALE CORP | $55,997 | $130,036 |
| DIAGEO PLC-SPONSORED ADR | $25,702 | $65,110 |
| NESTLE S A SPONS ADR | $36,427 | $94,238 |
| BERKSHIRE HATHAWAY INC-CL B | $20,343 | $378,773 |
| ARTHUR J GALLAGHER & CO | $82,713 | $170,459 |
| PROGRESSIVE CORP OHIO | $87,191 | $170,270 |
| S&P GLOBAL INC COM STK | $98,193 | $125,108 |
| SIGNATURE BANK COM STK | ||
| ABBOTT LABORATORIES | $142,526 | $131,534 |
| THERMO FISHER SCIENTIFIC INC | $121,632 | $145,967 |
| ZOETIS INC COM STK | $30,444 | $174,672 |
| ALCON INC COM STK | $109,129 | $162,568 |
| COPART INC COM STK | $21,708 | $87,808 |
| GRACO INC COMMON STOCK | ||
| AO SMITH CORP COM STK | ||
| UNION PACIFIC CORP | $963 | $1,497,054 |
| WASTE MANAGEMENT INC | $67,943 | $171,936 |
| ADOBE INC | $83,486 | $119,320 |
| KLA CORPORATION | $70,370 | $200,549 |
| MASTERCARD INCORPORATED | $144,969 | $227,330 |
| MICROSOFT CORP | $196,873 | $245,178 |
| ORACLE CORP | $64,659 | $152,768 |
| PAYPAL HOLDINGS INC-COM STK | ||
| TEXAS INSTRUMENTS INC | $98,176 | $100,401 |
| CELANESE CORP COM STK | ||
| LINDE PLC COM STK | $98,137 | $234,105 |
| ALPHABET INC CL C | $33,519 | $327,521 |
| CLARKSTON SERIES TRUST CLARKST | $275,000 | $309,481 |
| BBH PARTNER FUND-INTERNATIONAL | $451,524 | $457,927 |
| UNITEDHEALTH GROUP INC | $84,588 | $83,709 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ADJ FMV CONTRIBUTED STOCK TO COST | $107,206 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $657 | $0 | $657 |
| OTHER NON-ALLOCABLE EXPENSE | $420 | $0 | $420 |
| OTHER EXPENSE (NON-DEDUCTIBLE) | $25 | $25 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT | Desc |
| Amt | $5,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO FOUNDATION | Desc |
| BOY Book Value | $3,125 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $35,329 | Amt |
| Net Investment Income | $35,329 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $966 | $0 | $966 |
| FEDERAL ESTIMATES | $60 | $0 | $0 |
| FOREIGN TAXES PAID | $1,780 | $1,780 | $0 |
Comments