T F DIXON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- T F DIXON FAMILY FOUNDATION INC (EIN 13-4118192)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-13
- IRS object ID
- 202602259349101315
- Schema version
- 2025v4.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-13T14:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2124935585 | 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 | 2124935585 | PhoneNum |
| Signature | 2026-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2026-06-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,960,756 | 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 | $114,979 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $138,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $759,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,851,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $759,637 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,214 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,019,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $898,375 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,826 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| 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 | $1,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $998 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $522,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $852,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,256 | CashBOYAmt |
| Cash EOY | $271,591 | CashEOYAmt |
| Cash EOYFMV | $271,591 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,470,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,738,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,689,165 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,636,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,010,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,960,756 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,566 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,632,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,010,144 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,632,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,636,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,010,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,632,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $522,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,155,013 | SubtotalAmt |
| Other Decreases | $144,869 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (118 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 160. ABBOTT LABORATORIES | 2021-02-05 | 2025-03-04 | $22,138 | $19,780 | $2,358 | $2,358 | |
| 75. ABBOTT LABORATORIES | 2021-02-05 | 2025-03-05 | $10,236 | $9,272 | $964 | $964 | |
| 92. ABBOTT LABORATORIES | 2021-02-05 | 2025-03-10 | $12,686 | $11,374 | $1,312 | $1,312 | |
| 246. ABBOTT LABORATORIES | 2021-02-05 | 2025-11-18 | $32,013 | $30,412 | $1,601 | $1,601 | |
| 147. ADOBE INC | 2025-11-04 | $49,265 | $74,957 | -$25,692 | -$25,692 | ||
| 12505.514 GQG PART QLTY EQTY-INST | 2025-12-23 | $222,473 | $250,000 | -$27,527 | -$27,527 | ||
| 1013. ALPHABET INC CL C | 2025-06-03 | $170,241 | $14,852 | $155,389 | $155,389 | ||
| 103. ALPHABET INC CL C | 2025-06-04 | $17,329 | $1,484 | $15,845 | $15,845 | ||
| 89. ALPHABET INC CL C | 2012-01-27 | 2025-06-05 | $15,257 | $1,275 | $13,982 | $13,982 | |
| 62. ALPHABET INC CL C | 2012-01-27 | 2025-10-13 | $15,081 | $888 | $14,193 | $14,193 | |
| 53. ALPHABET INC CL C | 2012-01-27 | 2025-10-20 | $13,614 | $759 | $12,855 | $12,855 | |
| 127. ALPHABET INC CL C | 2012-01-27 | 2025-12-31 | $39,907 | $1,819 | $38,088 | $38,088 | |
| 22058.486 CLARKSTON SERIES TRUST CLARKSTON PARTNER | 2025-12-04 | $292,937 | $275,000 | $17,937 | $17,937 | ||
| 31. AMAZON.COM INC | 2025-03-14 | 2025-08-21 | $6,873 | $6,127 | $746 | $746 | |
| .968 BBH SELECT SERIES - MID CAP FUND CLASS I | 2024-03-19 | 2025-11-11 | $11 | $11 | |||
| 23. BERKSHIRE HATHAWAY INC-CL B | 2002-03-27 | 2025-01-10 | $10,209 | $1,100 | $9,109 | $9,109 | |
| 159. BERKSHIRE HATHAWAY INC-CL B | 2025-03-10 | $78,857 | $922 | $77,935 | $77,935 | ||
| 49. BERKSHIRE HATHAWAY INC-CL B | 1958-08-08 | 2025-04-17 | $25,582 | $4 | $25,578 | $25,578 | |
| 22. BERKSHIRE HATHAWAY INC-CL B | 1958-08-08 | 2025-07-14 | $10,490 | $2 | $10,488 | $10,488 | |
| 28. BERKSHIRE HATHAWAY INC-CL B | 1958-08-08 | 2025-10-03 | $14,036 | $3 | $14,033 | $14,033 | |
| 316. COPART INC COM STK | 2018-12-20 | 2025-05-22 | $19,138 | $3,719 | $15,419 | $15,419 | |
| 10. COSTCO WHOLESALE CORP | 2019-10-02 | 2025-01-14 | $9,140 | $2,845 | $6,295 | $6,295 | |
| 13. COSTCO WHOLESALE CORP | 2019-10-02 | 2025-01-15 | $11,973 | $3,699 | $8,274 | $8,274 | |
| 41. COSTCO WHOLESALE CORP | 2019-10-02 | 2025-06-09 | $41,268 | $11,666 | $29,602 | $29,602 | |
| 12. COSTCO WHOLESALE CORP | 2019-10-02 | 2025-06-10 | $12,026 | $3,414 | $8,612 | $8,612 | |
| 22. COSTCO WHOLESALE CORP | 2019-10-02 | 2025-06-11 | $21,902 | $6,260 | $15,642 | $15,642 | |
| 44. ARTHUR J GALLAGHER & CO | 2023-11-13 | 2025-01-13 | $12,618 | $10,920 | $1,698 | $1,698 | |
| 42. ARTHUR J GALLAGHER & CO | 2023-11-13 | 2025-01-14 | $12,070 | $10,424 | $1,646 | $1,646 | |
| 40. ARTHUR J GALLAGHER & CO | 2025-01-15 | $11,574 | $4,452 | $7,122 | $7,122 | ||
| 47. KLA CORPORATION | 2025-10-10 | $46,872 | $23,455 | $23,417 | $23,417 | ||
| 12. KLA CORPORATION | 2023-05-03 | 2025-10-13 | $12,321 | $4,598 | $7,723 | $7,723 | |
| 12. KLA CORPORATION | 2025-10-16 | $13,048 | $4,034 | $9,014 | $9,014 | ||
| 12. KLA CORPORATION | 2022-06-17 | 2025-10-20 | $13,823 | $3,744 | $10,079 | $10,079 | |
| 24. KLA CORPORATION | 2022-06-17 | 2025-11-17 | $27,085 | $7,489 | $19,596 | $19,596 | |
| 24. KLA CORPORATION | 2025-11-18 | $27,123 | $6,002 | $21,121 | $21,121 | ||
| 44. MICROSOFT CORP | 2025-10-13 | $22,578 | $18,231 | $4,347 | $4,347 | ||
| 106. ORACLE CORP | 2025-07-09 | $24,845 | $11,817 | $13,028 | $13,028 | ||
| 53. ORACLE CORP | 2023-01-11 | 2025-07-10 | $12,511 | $4,656 | $7,855 | $7,855 | |
| 53. ORACLE CORP | 2025-07-11 | $12,354 | $2,611 | $9,743 | $9,743 | ||
| 44. ORACLE CORP | 2025-07-14 | $10,114 | $1,667 | $8,447 | $8,447 | ||
| 45. ORACLE CORP | 2016-10-13 | 2025-10-09 | $13,474 | $1,705 | $11,769 | $11,769 | |
| 48. ORACLE CORP | 2016-10-13 | 2025-10-10 | $14,210 | $1,819 | $12,391 | $12,391 | |
| 51. ORACLE CORP | 2016-10-13 | 2025-11-04 | $12,580 | $1,932 | $10,648 | $10,648 | |
| 54. ORACLE CORP | 2016-10-13 | 2025-11-05 | $13,524 | $2,046 | $11,478 | $11,478 | |
| 48. PROGRESSIVE CORP OHIO | 2020-05-26 | 2025-01-13 | $11,208 | $3,561 | $7,647 | $7,647 | |
| 50. PROGRESSIVE CORP OHIO | 2025-01-14 | $11,843 | $3,708 | $8,135 | $8,135 | ||
| 50. PROGRESSIVE CORP OHIO | 2020-05-21 | 2025-01-15 | $12,035 | $3,706 | $8,329 | $8,329 | |
| 308. PROGRESSIVE CORP OHIO | 2025-03-10 | $86,235 | $22,632 | $63,603 | $63,603 | ||
| 54. THERMO FISHER SCIENTIFIC INC | 2025-11-17 | $30,725 | $25,059 | $5,666 | $5,666 | ||
| 19. THERMO FISHER SCIENTIFIC INC | 2023-11-13 | 2025-11-18 | $10,905 | $8,443 | $2,462 | $2,462 | |
| 74. UNITEDHEALTH GROUP INC | 2025-05-13 | $23,309 | $39,482 | -$16,173 | -$16,173 | ||
| 85. UNITEDHEALTH GROUP INC | 2023-10-25 | 2025-05-15 | $22,955 | $45,106 | -$22,151 | -$22,151 | |
| 94. WASTE MANAGEMENT INC | 2025-06-26 | $21,305 | $15,863 | $5,442 | $5,442 | ||
| 70. LINDE PLC | 2025-06-25 | $32,267 | $16,409 | $15,858 | $15,858 | ||
| 28. LINDE PLC | 2018-10-31 | 2025-06-26 | $13,007 | $4,577 | $8,430 | $8,430 | |
| 80. ALCON INC COM STK | 2023-11-13 | 2025-05-20 | $7,052 | $5,782 | $1,270 | $1,270 | |
| 196. ALCON INC COM STK | 2025-05-21 | $17,350 | $13,189 | $4,161 | $4,161 | ||
| 338. ALCON INC COM STK | 2025-05-22 | $29,133 | $19,203 | $9,930 | $9,930 | ||
| 222. ALCON INC COM STK | 2025-05-27 | $19,268 | $12,340 | $6,928 | $6,928 | ||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,940 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $759,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,525 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,877 | OverpaymentAmt |
| Applied To ES Tax | $2,877 | 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 | 2124938185 | 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 |
| ETTA REYES | ||||||
| C/O 140 BROADWAY 6TH FL | NEW YORK | NY | 10005 | SECRETARY | 1 | $0 |
| 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 | $8,782,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,939,954 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,939,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,805,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,848 | TotalTaxAmt |
| Distributable Before Adj | $428,445 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,445 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,199 | 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 | $443,199 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,955 | 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 | $443,199 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,955 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,799 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,799 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,799 | 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 | $8,799 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $162,500 | |
| LEWIS AND CLARK | ||||||||
| 615 S PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LIBRARY FOUNDATION | ||||||||
| 620 SW 5TH AVE STE 1025 | PORTLAND | OR | 97204 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| OREGON HEALTH AND SCIENCE UNIVERSITY | ||||||||
| 2020 SW 4TH AVE - STE 900 | PORTLAND | OR | 97201 | NONE | PC | GENERAL OPERATING | $5,000 | |
| OREGON HUMANE SOCIETY | ||||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97045 | NONE | PC | GENERAL OPERATING | $2,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF OR | ||||||||
| 2620 N COMMERCIAL AVE | PORTLAND | OR | 97227 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE FATHERS HEART STREET MINISTRY | ||||||||
| 603 12TH ST | OREGON CITY | OR | 97045 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BOYS CLUB OF NEW YORK INC | ||||||||
| 91 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 100033039 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| SUN VALLEY CENTER FOR THE ARTS INC | ||||||||
| 191 W 5TH ST | SUN VALLEY | ID | 83340 | N/A | PC | GENERAL SUPPORT | $500 | |
| SOARING SOCIETY OF AMERICA FDN | ||||||||
| PO BOX 2100 | HOBBS | NM | 88241 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BOISE BOMBERS INC | ||||||||
| 3416 W BELLOMY LN | BOISE | ID | 83703 | NONE | PC | GENERAL OPERATING | $500 | |
| CAMP UKANDU | ||||||||
| 601 SW 2ND AVE STE 2300 | PORTLAND | OR | 972043159 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY | ||||||||
| 30840 HAWTHORNE BLVD | RCH PALOS VRD | CA | 90275 | 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 | |
| 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 | $1,000 | |
| IDAHO HUMANE SOCIETY INC | ||||||||
| 1300 S BIRD STREET | BOISE | ID | 837091556 | N/A | PC | GENERAL SUPPORT | $7,000 | |
| MONASTERY OF ST GERTRUDE | ||||||||
| 465 KEUTERVILLE RD | COTTONWOOD | ID | 83522 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| BOISE ART MUSEUM INC | ||||||||
| 670 E JULIA DAVIS DR | BOISE | ID | 837027646 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| GIRL SCOUTS OF SILVER SAGE COUNCIL INC | ||||||||
| 8948 W BARNES ST | BOISE | ID | 83709 | NONE | PC | GENERAL OPERATING | $5,000 | |
| IDAHO SHAKESPEARE FESTIVAL INC | ||||||||
| 618 S 8TH | 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 | $1,000 | |
| FRIENDS OF IDAHO PUBLIC TELEVISION | ||||||||
| 1455 N ORCHARD ST | BOISE | ID | 837062239 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BASQUE MUSEUM & CULTURAL CENTER INC | ||||||||
| 611 GROVE STREET | BOISE | ID | 83702 | N/A | PC | GENERAL SUPPORT | $500 | |
| BOISE PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 715 S CAPITAL BLVD | BOISE | ID | 837027123 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $7,000 | |
| 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 | $15,000 | |
| OREGON FOOD BANK | ||||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | N/A | PC | GENERAL SUPPORT | $36,000 | |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | ||||||||
| PO BOX 11527 | PORTLAND | OR | 972110527 | NONE | I | GENERAL OPERATING | $10,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 972193013 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE DOUGY CENTER | ||||||||
| 3903 SE 52ND AVE | PORTLAND | OR | 97206 | 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 |
| 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 | $15,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF IDAHO | ||||||||
| 139 WARM SPRINGS AVE | BOISE | ID | 83712 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,500 | 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 | $138,738 | 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 | $759,637 | 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 | $904,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $904,589 | 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 |
|---|---|---|---|---|---|---|
| ADAM DIXON | ||||||
| 1 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $20,202 | Yes (X) |
| HILLIARY DIXON | ||||||
| 2 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $20,060 | Yes (X) |
| LINDA DIXON | ||||||
| 3 | C/O BBH CO 140 BROADWAY | NEW YORK | NY | 10005 | $74,717 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 88 SHARES UNION PACIFIC CORP | $20,202 | 2025-05-15 |
| 2 | 316 SHARES COPART INC | $20,060 | 2025-05-19 |
| 3 | 451 SHARES ALPHABET INC CL C | $74,717 | 2025-05-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $4,875 | Amt |
| Disbursements Charitable Prps | $4,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FUND CL I | $402,159 | $414,319 |
| BBH INCOME FUND-I | $525,000 | $477,663 |
| AMAZON.COM INC | $178,303 | $252,055 |
| BOOKING HOLDINGS INC COM STK | $62,245 | $187,437 |
| NIKE INC CL B | $135,013 | $112,193 |
| COSTCO WHOLESALE CORP | $28,113 | $85,372 |
| BERKSHIRE HATHAWAY INC-CL B | $36 | $200,557 |
| ARTHUR J GALLAGHER & CO | $56,918 | $163,555 |
| PROGRESSIVE CORP OHIO | $33,751 | $81,524 |
| S&P GLOBAL INC COM STK | $98,193 | $148,416 |
| ABBOTT LABORATORIES | $71,688 | $77,930 |
| THERMO FISHER SCIENTIFIC INC | $88,130 | $117,049 |
| ZOETIS INC COM STK | $30,444 | $111,351 |
| ALCON INC COM STK | $58,616 | $98,118 |
| UNION PACIFIC CORP | $1,062 | $1,504,737 |
| WASTE MANAGEMENT INC | $52,080 | $190,269 |
| ADOBE INC | $103,494 | $94,147 |
| KLA CORPORATION | $21,048 | $260,027 |
| MASTERCARD INCORPORATED | $144,969 | $304,279 |
| MICROSOFT CORP | $235,703 | $360,297 |
| ORACLE CORP | $36,405 | $193,935 |
| TEXAS INSTRUMENTS INC | $98,176 | $102,186 |
| LINDE PLC COM STK | $77,151 | $201,256 |
| ALPHABET INC CL C | $18,901 | $416,726 |
| CLARKSTON SERIES TRUST CLARKST | ||
| BBH PARTNER FUND-INTERNATIONAL | $481,524 | $647,965 |
| UNITEDHEALTH GROUP INC | ||
| OTIS WORLDWIDE CORPORATION COM | $100,402 | $91,805 |
| APPLIED MATERIALS INC | $118,449 | $172,440 |
| AUTOMATIC DATA PROCESSING INC | $96,018 | $97,490 |
| CADENCE DESIGH SYS INC | $98,892 | $114,717 |
| BBH SELECT SERIES - MID CAP FU | $549,838 | $552,625 |
| GQG PART QLTY EQTY-INST | ||
| MCDONALD'S CORP | $50,834 | $51,040 |
| COCA-COLA CO | $39,897 | $39,010 |
| PROCTER & GAMBLE CO | $67,068 | $57,037 |
| WALMART INC | $103,243 | $118,540 |
| ELI LILLY & CO | $72,614 | $102,095 |
| NOVO NORDISK SPONS ADR | $22,829 | $14,450 |
| ANALOG DEVICES INC | $21,406 | $32,815 |
| APPLE COMPUTER INC | $144,713 | $197,642 |
| NVIDIA CORP COM | $55,303 | $101,083 |
| SERVICENOW INC | $115,993 | $99,574 |
| VISA INC CL A | $16,968 | $18,237 |
| ECOLAB INC | $25,133 | $25,202 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $1 |
| ADJ FMV CONTRIBUTED STOCK TO COST | $104,792 |
| 2025 SALES POSTED IN 2026 | $39,907 |
| OUTSTANDING LIABILITY | $169 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $998 | $0 | $998 |
| ADR FEES PAID | $9 | $9 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $6,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $44,449 | $44,449 | |
| TRUST ADMINISTRATION FEES | $8,826 | $8,826 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $13 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,525 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,511 | $1,511 | $0 |
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