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DIXON FAMILY FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DIXON FAMILY FOUNDATION (EIN 36-4071611)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202611359349311331
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T14:26:15-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470625816PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113616 CALIFORNIA ST STE 300AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681545336ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364071611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIXON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDIXOBusinessNameControlTxt
Phone4025021122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110340 NORTH 84TH STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTI ANNINPersonNm
Person TitleCFOPersonTitleTxt
Phone4025021122PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL SWEENEY JD LLMPreparerPersonNm
PTINP02009973PTIN
Phone4024968800PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTI ANNINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110340 NORTH 84TH STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,064,414GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$750,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,171,429PYInvestmentIncomeAmt
CY Investment Income$2,116,970CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$9,454CYOtherRevenueAmt
PY Total Revenue$1,171,429PYTotalRevenueAmt
CY Total Revenue$2,876,424CYTotalRevenueAmt
PY Grants And Similar Paid$705,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,190,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$264,435PYOtherExpensesAmt
CY Other Expenses$336,094CYOtherExpensesAmt
PY Total Expenses$969,935PYTotalExpensesAmt
CY Total Expenses$1,526,094CYTotalExpensesAmt
PY Revenues Less Expenses$201,494PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,350,330CYRevenuesLessExpensesAmt
Total Assets BOY$48,122,607TotalAssetsBOYAmt
Total Assets EOY$51,423,797TotalAssetsEOYAmt
Total Liabilities BOY$24,624TotalLiabilitiesBOYAmt
Total Liabilities EOY$265,170TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$48,097,983NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,158,627NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,282,621ExpenseAmt
Grant$1,190,000GrantAmt
DescTHE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS IN COMMUNITIES IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS.Desc
Total Program Service Expenses$1,282,621TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTI ANNINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4025021122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110340 NORTH 84TH STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68122ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KAREN A DIXON
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
KATHRYN DIXON LAMBERT
DIRECTOR1.00Yes (X)$0$0$0
ELIZABETH DIXON
TREASURER1.00Yes (X)Yes (X)$0$0$0
LINDSEY TONNIGES
DIRECTOR1.00Yes (X)$0$0$0
ROBYN ROBERTS FREEMAN
DIRECTOR1.00Yes (X)$0$0$0
SARAH YALE
DIRECTOR1.00Yes (X)$0$0$0
CJ GUENZEL
DIRECTOR1.00Yes (X)$0$0$0
CALVIN SISSON
PRESIDENT & CEO1.00Yes (X)$10,982$272,529$12,58339.00
RICH EAKIN
VICE PRESIDENT1.00Yes (X)$3,622$89,880$6,74339.00
CHRISTI ANNIN
CFO1.00Yes (X)$3,718$92,258$13,19639.00
SARAH LOPEZ
SECRETARY1.00Yes (X)$4,428$134,480$8,03339.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$22,750TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$589,147TotReportableCompRltdOrgAmt
Total Other Compensation$40,555TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLAN MCENIRY CAPITAL MANAGEMENT LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 NORTH LASALLE STREET SUITE 151AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT SERVICESServicesDesc
Compensation$139,541CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$750,000AllOtherContributionsAmt
Total Contributions$750,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,115,303TotalRevenueColumnAmt
Exclusion$2,115,303ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$19,189,657SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,187,990SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,667SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,667TotalRevenueColumnAmt
Exclusion$1,667ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPV ADJUSTMENTDesc
Business900099BusinessCd
Total Revenue Column$9,454TotalRevenueColumnAmt
Exclusion$9,454ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,454OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,876,424TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,126,424ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,190,000TotalAmt
Program Services$1,190,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$50,000ProgramServicesAmt
Management And General$50,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$6,250ProgramServicesAmt
Management And General$6,250ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$177,223TotalAmt
Management And General$177,223ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,044TotalAmt
Program Services$26,044ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$327TotalAmt
Program Services$327ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCONSULTING FEEDesc
Total$20,000TotalAmt
Program Services$10,000ProgramServicesAmt
Management And General$10,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,526,094TotalAmt
Program Services$1,282,621ProgramServicesAmt
Management And General$243,473ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$943,030BOYAmt
EOY$1,163,097EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$46,619,623BOYAmt
EOY$49,688,385EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$559,954BOYAmt
EOY$572,315EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,122,607BOYAmt
EOY$51,423,797EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$24,624BOYAmt
EOY$265,170EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,624BOYAmt
EOY$265,170EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,097,983BOYAmt
EOY$51,158,627EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,097,983BOYAmt
EOY$51,158,627EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,122,607BOYAmt
EOY$51,423,797EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,350,330ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,710,314NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OMAHA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN470645958EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,190,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,190,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION B, QUESTION 1:OMAHA COMMUNITY FOUNDATION (OCF), THE DIXON FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE DIXON FAMILY FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE DIXON FAMILY FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY THE DIXON FAMILY FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY THE DIXON FAMILY FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION.
SCHEDULE A, PART IV, LINE 6SEE EXPLANATION ABOVE FOR SCHEDULE A, PART I, LINE 12G. THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501(C)(3) ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,400,061TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,710,314NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,710,314RevenueNotReportedAmt
Revenue Subtotal$2,689,747RevenueSubtotalAmt
Other Revenues Not Included$186,677OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$186,677RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,876,424TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,339,417TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,339,417ExpensesSubtotalAmt
Other Expenses Not Included$186,677OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$186,677ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,526,094TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. AT DECEMBER 31, 2025 AND 2024, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2022.
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 177,223. PV ADJUSTMENT 9,454.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 177,223. PV ADJUSTMENT 9,454.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BOYS AND GIRLS CLUB OF THE MIDLANDS
2610 HAMILTON STOMAHANE68131470467350501(C)(3)$7,500$0GENERAL SUPPORT
COLLECTIVE FOR YOUTH
105 N 31ST AVEOMAHANE68131274577729501(C)(3)$100,000$0PROGRAM SUPPORT
COMPLETELY KIDS
2566 SAINT MARYS AVEOMAHANE68105275111197501(C)(3)$120,000$0PROGRAM SUPPORT
CRCC
5321 S 138TH STOMAHANE68137470718409501(C)(3)$20,000$0PROGRAM SUPPORT
DISABLED AMERICAN VETERANS
PO BOX 1827COLUMBUSNE68602470462717501(C)(4)$45,000$0CAPITAL CAMPAIGN
EASTERN NEBRASKA OFFICE ON AGING
4780 SOUTH 131ST STREETOMAHANE68137470668392501(C)(3)$35,000$0PROGRAM SUPPORT
FONTENELLE FOREST
1111 BELLEVUE BLVD NBELLEVUENE68005476026109501(C)(3)$60,000$0CAPITAL CAMPAIGN
JOSLYN ART MUSEUM
2200 DODGE STREETOMAHANE68102470384577501(C)(3)$7,500$0GENERAL SUPPORT
LAURITZEN GARDENS
100 BANCROFT STREETOMAHANE68108470659701501(C)(3)$15,000$0EVENT
MAISY & MARLEYS PURPOSE INC
18595 TAYLOR LANECOUNCIL BLUFFSIA51503862812973501(C)(3)$20,000$0PROGRAM SUPPORT
MEMORIES FOR KIDS
10730 PACIFIC STREET SUITE 040OMAHANE68114453185195501(C)(3)$15,000$0GENERAL SUPPORT
NEBRASKA COMMUNITY FOUNDATION
PO BOX 83107LINCOLNNE68501470769903501(C)(3)$15,000$0GENERAL SUPPORT
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE681342842470378997501(C)(3)$20,000$0PROGRAM SUPPORT
NORTHSTAR FOUNDATION
4242 NORTH 49TH AVEOMAHANE68104260494022501(C)(3)$15,000$0EVENT
OMAHA COMMUNITY FOUNDATION
1120 S 101 ST STE 320OMAHANE68124470645958501(C)(3)$480,000$0PROGRAM SUPPORT & EVENT
OMAHA THEATER COMPANY
2001 FARNAM STREETOMAHANE68102470494912501(C)(3)$25,000$0PROGRAM SUPPORT
OMAHA ZOO FOUNDATION
3701 SOUTH 10TH STREETOMAHANE68107363297716501(C)(3)$30,000$0PROGRAM SUPPORT
PROJECT HARMONY
11949 Q STREETOMAHANE68137470789054501(C)(3)$50,000$0CAPITAL CAMPAIGN
SHELTERING TREE INC
PO BOX 4990OMAHANE68104030605993501(C)(3)$20,000$0PROGRAM SUPPORT
THE DURHAM MUSEUM
801 S 10TH STREETOMAHANE68108470556061501(C)(3)$30,000$0EVENT
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300LINCOLNNE68508470379839501(C)(3)$10,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBEFORE A GRANT IS GIVEN, EVERY GRANTEE SIGNS A WRITTEN CONTRACT THAT STIPULATES AN ANNUAL REPORTING REQUIREMENT DETAILING HOW THE GRANT WAS UTILIZED. IF A REPORT IS NOT RECEIVED, THE FOUNDATION WILL FOLLOW-UP WITH THE GRANTEE. IF A GRANTEE IS DELINQUENT, FUTURE GRANTS MAY BE IN JEOPARDY. THIS PROCESS IS MONITORED CLOSELY BY THE BOARD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCALVIN SISSONPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$9,100BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$225,818CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$1,733BonusFilingOrganizationAmount
Bonus Related Organizations$43,003BonusRelatedOrganizationsAmt
Other Compensation Filing Org$149OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$3,708OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$249DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$6,189DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$250NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,213NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$11,481TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$284,931TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LINE 2 EXPLANATION - KAREN AND ELIZABETH DIXON AND KATHRYN LAMBERT ARE ALL RELATED FAMILY MEMBERS.
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION UTILIZES EMPLOYEES LEASED FROM AN UNRELATED MANAGEMENT COMPANY (SWF, LLC) PURSUANT TO A MANAGEMENT SERVICES AGREEMENT. SWF, LLC IS RESPONSIBLE FOR PAYROLL ADMINISTRATION, EMPLOYEE BENEFITS, HUMAN RESOURCES, AND OTHER EMPLOYMENT-RELATED FUNCTIONS. THE ORGANIZATION PAYS FEES OR REIMBURSES COSTS FOR SERVICES PROVIDED UNDER THE AGREEMENT. THE FOLLOWING INDIVIDUALS WERE COMPENSATED BY SWF, LLC FOR SERVICES TO THE DIXON FAMILY FOUNDATION: CALVIN SISSON PERFORMED EXECUTIVE SERVICES ($10,982), SARAH LOPEZ PERFORMED MANAGEMENT FUNCTIONS ($4,428), CHRISTI ANNIN PERFORMED FINANCIAL DUTIES ($3,718), AND RICH EAKIN PERFORMED MANAGEMENT FUNCTIONS ($3,622).
FORM 990, PART VI, SECTION A, LINE 8BLINE 8 EXPLANATION - THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - EACH DIRECTOR WILL RECEIVE THE FORM 990 PRIOR TO THE RETURN BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY (OR MORE FREQUENTLY IF NECESSARY), AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY, THE DIRECTORS VERBALLY DISCLOSE ANY CONFLICTS OF INTEREST WITH FAMILY MEMBERS AND/OR BUSINESS TRANSACTIONS. THE ORGANIZATION MONITORS ALL CONFLICTS, AND IF A TRANSACTION WITH A CONFLICT EXISTS, IT IS DISCUSSED DURING THE ANNUAL BOARD MEETING AND THE CONFLICTED DIRECTOR IS PROHIBITED FROM VOTING ON SUCH DECISION.
FORM 990, PART VI, SECTION B, LINE 15THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES OR DIRECTORS, THEREFORE NO PROCESSES ARE IN PLACE RELATING TO COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
OMAHA COMMUNITY FOUNDATION
302 S 36TH STREETOMAHANE68131470645958COMM TRUSTNE501(C)(3)LINE 8N/A0
SUZANNE & WALTER SCOTT FOUNDATION
10340 N 84TH STREETOMAHANE68122363727897SUPPORTNE501(C)(3)LINE 12A, IN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SUZANNE & WALTER SCOTT FOUNDATION
M$100,000CASH PAID
OMAHA COMMUNITY FOUNDATION
B$480,000CASH PAID