Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
D F DILLON FOUNDATION
C/O JOSEPH KERRIGAN
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 6368
 
Room/suite
City or town
LINCOLN
State or province
NE
Country  
ZIP or foreign postal code
68506
A Employer identification number

91-1805591
B Telephone number (see instructions)

4029379818
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$161,703,510
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 132,917
2 Check .................
3 Interest on savings and temporary cash investments 164,442 164,442  
4 Dividends and interest from securities... 2,094,992 2,094,992  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,035,548
b Gross sales price for all assets on line 6a 52,447,441
7 Capital gain net income (from Part IV, line 2)... 13,035,548
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 15,427,899 15,294,982  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,500      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,525      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 204,233 4,965    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 493,551 492,905    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 775,809 497,870   0
25 Contributions, gifts, grants paid....... 8,130,700 8,130,700
26 Total expenses and disbursements. Add lines 24 and 25 ................ 8,906,509 497,870   8,130,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,521,390
b Net investment income (if negative, enter -0-) 14,797,112
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 337,199 470,008 470,008
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 57,465,902 Click to see attachment
List of Attached Documents:
// Content
63,854,483
161,233,502
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,803,101 64,324,491 161,703,510
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 57,803,101 64,324,491
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 57,803,101 64,324,491
30 Total liabilities and net assets/fund balances (see instructions). 57,803,101 64,324,491
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
57,803,101
2
Enter amount from Part I, line 27a .....................
2
6,521,390
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
64,324,491
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
64,324,491
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SECURITIES LITIGATION PROCEEDS P    
b CHARLES SCHWAB - SEE ATTACHMENT P    
c CHARLES SCHWAB - SEE ATTACHMENT P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,224     5,224
b 31,304,709   32,301,390 -996,681
c 20,919,925   7,110,503 13,809,422
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       5,224
b       -996,681
c       13,809,422
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 13,035,548
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 205,680
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 205,680
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 205,680
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 196,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 196,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 9,680
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJOSEPH KERRIGAN Telephone no. (402) 937-9818

Located atPO BOX 6368LINCOLNNE ZIP+468506
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH KERRIGAN PRES/TREAS
000.00
50,000 0 0
PO BOX 6368
LINCOLN,NE68506
DONALD F DILLON DIRECTOR
000.00
7,500 0 0
PO BOX 6368
LINCOLN,NE68506
PATRICK J KERRIGAN VP/SEC/DIREC
000.00
7,500 0 0
PO BOX 6368
LINCOLN,NE68506
DAVID B POLICKY DIRECTOR
000.00
7,500 0 0
PO BOX 6368
LINCOLN,NE68506
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
188,530,506
b
Average of monthly cash balances.......................
1b
2,008,524
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
190,539,030
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
190,539,030
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,858,085
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
187,680,945
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
9,384,047
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
9,384,047
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
205,680
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
205,680
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,178,367
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,178,367
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,178,367
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
8,130,700
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,130,700
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 9,178,367
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 8,129,807
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 8,130,700
a Applied to 2024, but not more than line 2a 8,129,807
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
 
d Applied to 2025 distributable amount..... 893
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
9,177,474
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
D F DILLON FOUNDATIONJOE KERRIGAN
PO BOX 6368
LINCOLN,NE68506
(402) 937-9818
bThe form in which applications should be submitted and information and materials they should include:
BLANK GRANT APPLICATIONS CAN BE REQUESTED BY WRITING TO THE FOUNDATION AT D F DILLON FOUNDATION, P.O. BOX 6368, LINCOLN, NE 68506 OR BY EMAIL TO: DILLONFDN@AOL.COM
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ALLIANCE RECREATION CENTER

PO BOX 602
ALLIANCE,NE69301
NONE   PROGRAM 10,000

ANGELS AMONG US

220 N 89TH ST SUITE 10
OMAHA,NE68114
NONE   PROGRAM 50,000

ARCHBISHOP BERGAN CATHOLIC SCHOOLS

545 E 4TH STREET
FREMONT,NE68025
NONE   PROGRAM 5,000

AUDUBON NEBRASKA

PO BOX 117
DENTON,NE68339
NONE   CAPITAL IMPROVEMENTS 250,000

BARTH SYNDROME FOUNDATION

2005 PALMER AVENUE 1033
LARCHMONT,NY10538
NONE   PROGRAM 2,500

BELLEVUE UNIVERSITY

1000 GALVIN ROAD SOUTH
BELLEVUE,NE68005
NONE   PROGRAM 175,000

BLESSED SACRAMENT SCHOOL

1725 LAKE STREET
LINCOLN,NE68502
NONE   CAPITAL IMPROVEMENTS 176,000

BOYS & GIRLS CLUB OF LINCOLNLANCAS

620 N 48TH ST SUITE 101
LINCOLN,NE68504
NONE   PROGRAM 15,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

2610 HAMILTON STREET
OMAHA,NE68131
NONE   PROGRAM 5,000

BRADY PUBLIC SCHOOLS

112 E POPLETON ST
BRADY,NE69123
NONE   CAPITAL IMPROVEMENTS 75,000

BRAIN INJURY ALLIANCE OF NEBRASKA

PO BOX 22147
LINCOLN,NE68542
NONE   PROGRAM 30,000

CAMP KATERI TEKAKWITHA

1305 RD 3
MCCOOL JUNCTION,NE68401
NONE   CAPITAL IMPROVEMENTS 50,000

CAPITAL JAZZ SOCIETY INC

315 SOUTH 9TH ST
LINCOLN,NE68508
NONE   PROGRAM 2,000

CARNEGIE ARTS CENTER

204 WEST 4TH STREET
ALLIANCE,NE69301
NONE   PROGRAM 12,000

CASA FOR LANCASTER COUNTY

1141 H STREET SUITE C
LINCOLN,NE68508
NONE   PROGRAM 20,000

CATHOLIC SOCIAL SERVICES

2241 O STREET
LINCOLN,NE68510
NONE   PROGRAM 30,000

CATO INSTITUTE

1000 MASSACHUSETTS AVE N
WASHINGTON,DC20001
NONE   PROGRAM 250,000

CENTER FOR PEOPLE IN NEED

3901 NORTH 27TH ST
LINCOLN,NE68521
NONE   PROGRAM 10,000

CENTERPOINTE

2202 S 11TH STREET
LINCOLN,NE68502
NONE   PROGRAM 25,000

CHILD SAVING INSTITUTE

4545 DODGE ST
OMAHA,NE68132
NONE   PROGRAM 25,000

CHILDREN'S HOSPITAL FOUNDATION

8404 INDIAN HILLS DR
OMAHA,NE68114
NONE   PROGRAM 50,000

CHRIST CRUCIFIED

3706 SOUTH 78TH ST
LINCOLN,NE68506
NONE   PROGRAM 5,000

CHRISTIAN HERITAGE CHILDRENS HOME

14880 OLD CHENEY ROAD
WALTON,NE68461
NONE   PROGRAM 30,000

CIVIC NEBRASKA

206 SOUTH 13TH STREET ST
LINCOLN,NE68508
NONE   PROGRAM 10,000

CLINIC WITH A HEART

1701 SOUTH 17TH STREET S
LINCOLN,NE68502
NONE   PROGRAM 30,000

COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA23187
NONE   CAPITAL IMPROVEMENTS 200,000

COMMUNITY ACTION PARTNERSHIP

210 O STREET
LINCOLN,NE68508
NONE   PROGRAM 100,000

CONCORDIA UNIVERSITY

800 NORTH COLUMBIA AVE
SEWARD,NE68434
NONE   PROGRAM 50,000

CORNHUSKER COUNCIL BOY SCOUTS

800 SOUTH 120TH
WALTON,NE68461
NONE   PROGRAM 10,000

CREIGHTON UNIVERSITY

2500 CALIFORNIA PLZ
OMAHA,NE68178
NONE   PROGRAM 215,000

CUES FUND

2207 WIRT STREET
OMAHA,NE68110
NONE   PROGRAM 15,000

DIOCESE OF LINCOLN

3700 SHERIDAN BLVD
LINCOLN,NE68506
NONE   PROGRAM 40,000

DOANE COLLEGE

1014 BOSWELL
CRETE,NE68333
NONE   PROGRAM 500,000

DOWN SYNDROME ALLIANCE OF THE MIDLA

10824 OLD MILL ROAD STE
OMAHA,NE68154
NONE   PROGRAM 20,000

EPS PREGNANCY SERVICES

3171 NORTH 93RD STREET
OMAHA,NE68134
NONE   PROGRAM 35,000

DURHAM WESTERN HERITAGE MUSEUM

801 SOUTH 10TH STREET
OMAHA,NE68108
NONE   PROGRAM 30,000

EASTMONT TOWERS FOUNDATION

6315 O STREET
LINCOLN,NE68510
NONE   PROGRAM 50,000

FAMILY SERVICE ASSOCIATION OF LINCO

501 SOUTH 7TH STREET
LINCOLN,NE68508
NONE   PROGRAM 85,000

FRIENDSHIP HOME OF LINCOLN

POBOX 85358
LINCOLN,NE68501
NONE   PROGRAM 62,000

GIRL SCOUTS SPIRIT OF NEBRASKA COUN

8230 BEECHWOOD DRIVE
LINCOLN,NE68510
NONE   CAPITAL IMPROVEMENTS 15,000

HEARTLAND CANCER FOUNDATION

PO BOX 5203
LINCOLN,NE68505
NONE   PROGRAM 25,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002
NONE   PROGRAM 50,000

HOLY ROSARY CATHOLIC CHURCH

1104 CHEYENNE
ALLIANCE,NE69301
NONE   PROGRAM 10,000

HOPESPOKE

2444 O STREET
LINCOLN,NE68510
NONE   PROGRAM 50,000

JESUIT ACADEMY

2311 NORTH 22ND STREET
OMAHA,NE68110
NONE   PROGRAM 10,000

JUNIOR ACHIEVEMENT

631 L STREET
LINCOLN,NE68508
NONE   PROGRAM 50,000

KEVIN O'CONNOR SCHOLARSHIP FUND IN

15047 LAUREL AVE
OMAHA,NE68116
NONE   PROGRAM 10,000

KNIGHTS OF THE HOLY EUCHARIST

7303 N 112TH STREET
WAVERLY,NE68462
NONE   CAPITAL IMPROVEMENTS 10,000

LINCOLN ARTS COUNCIL

211 N 14 ST
LINCOLN,NE68508
NONE   PROGRAM 20,000

LINCOLN CHILDREN'S MUSEUM

1420 P STREET
LINCOLN,NE68508
NONE   PROGRAM 10,000

LINCOLN CHORAL ARTISTS

POBOX 57122
LINCOLN,NE68505
NONE   PROGRAM 3,000

LINCOLN CITY LIBRARY FOUNDATION

136 SOUTH 14TH STREET
LINCOLN,NE68508
NONE   CAPITAL IMPROVEMENTS 250,000

LINCOLN CITY LIBRARY FOUNDATION

136 SOUTH 14TH STREET
LINCOLN,NE68508
NONE   CAPITAL IMPROVEMENTS 10,000

LINCOLN LITERACY

1023 LINCOLN MALL SUITE
LINCOLN,NE68508
NONE   PROGRAM 61,000

LINCOLN MUNICIPAL BAND

315 SOUTH 9TH STREET
LINCOLN,NE68508
NONE   PROGRAM 5,000

LINCOLN PUBLIC SCHOOLS FOUNDATION

5905 O STREET
LINCOLN,NE68510
NONE   PROGRAM 40,000

LINCOLN SYMPHONY ORCHESTRA

233 SOUTH 13TH ST
LINCOLN,NE68508
NONE   PROGRAM 25,000

LINCOLN SYMPHONY ORCHESTRA

233 SOUTH 13TH ST
LINCOLN,NE68508
NONE   PROGRAM 30,000

LUX CENTER FOR THE ARTS

2601 NORTH 48TH STREET
LINCOLN,NE68504
NONE   PROGRAM 25,000

MADONNA SCHOOL

7197 PINE STREET
OMAHA,NE68106
NONE   PROGRAM 60,000

MATT TALBOT KITCHEN

PO BOX 80935
LINCOLN,NE68501
NONE   CAPITAL IMPROVEMENTS 30,000

MILKWORKS

5930 SOUTH 58TH ST SUITE
LINCOLN,NE68516
NONE   PROGRAM 25,000

NATIONAL ARBOR DAY FOUNDATION

PO BOX 80208
LINCOLN,NE68501
NONE   CAPITAL IMPROVEMENTS 475,000

NEBRASKA BRASS

315 SOUTH 9TH STREET
LINCOLN,NE68508
NONE   PROGRAM 1,500

NEBRASKA CHILDREN & FAMILIES FOUNDA

215 CENTENNIAL MALL S 2
LINCOLN,NE68508
NONE   PROGRAM 50,000

NEBRASKA CULTURAL ENDOWMENT

1004 FARNAM ST PLAZA LEV
OMAHA,NE68102
NONE   PROGRAM 25,000

NEBRASKA JAZZ ORCHESTRA

315 SOUTH 9TH STREET
LINCOLN,NE68508
NONE   PROGRAM 4,000

NEBRASKA LUTHERAN OUTDOOR MINISTRIE

27416 RANCH ROAD
ASHLAND,NE68003
NONE   PROGRAM 5,000

NEBRASKA STATE HISTORICAL FOUNDATIO

CENTURY HOUSE
LINCOLN,NE68508
NONE   PROGRAM 10,000

NEBRASKA STATE HISTORICAL FOUNDATIO

CENTURY HOUSE
LINCOLN,NE68508
NONE   PROGRAM 15,000

NEBRASKA TRUMPET ENSEMBLE

315 SOUTH 9TH STREET 11
LINCOLN,NE68508
NONE   PROGRAM 1,000

NEBRASKA WESLEYAN UNIVERSITY

5000 SAINT PAUL AVENUE
LINCOLN,NE68504
NONE   CAPITAL IMPROVEMENTS 200,000

NEW CASSEL FOUNDATION

900 NORTH 90TH STREET ST
OMAHA,NE68114
NONE   PROGRAM 25,000

NORTH AMERICAN MARTYRS SCHOOL

1101 ISAAC DRIVE
LINCOLN,NE68521
NONE   PROGRAM 50,000

NORTHEAST FAMILY CENTER

6220 LOGAN AVENUE
LINCOLN,NE68507
NONE   PROGRAM 50,000

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132
NONE   PROGRAM 5,000

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132
NONE   PROGRAM 5,000

OMAHA HOME FOR BOYS

4343 N 52ND STREET
OMAHA,NE68104
NONE   PROGRAM 50,000

OMAHA STREET SCHOOL

3223 NORTH 45TH
OMAHA,NE68104
NONE   PROGRAM 12,000

ONEWORLD COMMUNITY HEALTH

4920 SOUTH 30TH STREET
OMAHA,NE68107
NONE   PROGRAM 25,000

OUR LADY OF GOOD COUNSEL RETREAT HO

7303 NORTH 112TH STREET
WAVERLY,NE68462
NONE   CAPITAL IMPROVEMENTS 65,000

PHEASANTS FOREVER INC

PO BOX 6592
LINCOLN,NE68506
NONE   PROGRAM 3,500

PIUS X ST LEO'S SCHOOL

6905 BLONDO STREET
OMAHA,NE68104
NONE   CAPITAL IMPROVEMENTS 25,000

PIUS X FOUNDATION

6000 A STREET
LINCOLN,NE68510
NONE   CAPITAL IMPROVEMENTS 500,000

POTTER-DIX SCHOOL DISTRICT

PO BOX 189
POTTER,NE69156
NONE   PROGRAM 20,000

REGIS UNIVERSITY

MAIN HALL 207
DENVER,CO80221
NONE   PROGRAM 300,000

RONCALLI CATHOLIC HIGH SCHOOL

6401 SORENSEN PARKWAY
OMAHA,NE68152
NONE   PROGRAM 66,000

SACRED HEART CATHOLIC CHURCH

3128 S STREET
LINCOLN,NE68503
NONE   PROGRAM 40,000

SALVATION ARMY

2625 POTTER
LINCOLN,NE68503
NONE   PROGRAM 10,000

SHELDON MUSEUM OF ART

UNIVERSITY OF NEBRASKA
LINCOLN,NE68588
NONE   PROGRAM 20,000

SIDNEY TABLE OF GRACE FOOD PANTRY

2031 ILINOIS ST
SIDNEY,NE69162
NONE   PROGRAM 10,000

SIENAFRANCIS HOUSE

PO BOX 217
OMAHA,NE68101
NONE   PROGRAM 10,000

ST AGNES ACADEMY FOUNDATION

1104 CHEYENNE AVENUE
ALLIANCE,NE69301
NONE   CAPITAL IMPROVEMENTS 57,200

ST JAMES SCHOOL

525 EAST 14TH STREET
CRETE,NE68333
NONE   CAPITAL IMPROVEMENTS 50,000

ST JOHN THE APOSTLE CHURCH

7601 VINE STREET
LINCOLN,NE68505
NONE   PROGRAM 10,000

ST JOHN THE APOSTLE SCHOOL

7601 VINE
LINCOLN,NE68505
NONE   PROGRAM 35,000

ST MICHAEL'S SCHOOL

9101 S 78TH ST
LINCOLN,NE68516
NONE   PROGRAM 50,000

ST TERESA'S SCHOOL

616 SOUTH 36TH STREET
LINCOLN,NE68510
NONE   CAPITAL IMPROVEMENTS 150,000

ST THOMAS AQUINAS CHURCH

320 NORTH 16TH
LINCOLN,NE68508
NONE   CAPITAL IMPROVEMENTS 125,000

ST VINCENT DEPAUL LINCOLN COUNCIL

PO BOX 30145
LINCOLN,NE68503
NONE   PROGRAM 10,000

STEPHEN CENTER

2723 Q STREET
OMAHA,NE68107
NONE   PROGRAM 10,000

TABITHA FOUNDATION

4720 RANDOLPH STREET
LINCOLN,NE68510
NONE   PROGRAM 50,000

TEAMMATES

6801 O STREET
LINCOLN,NE68510
NONE   PROGRAM 100,000

U S O

PO BOX 96860
WASHINGTON,DC20077
NONE   PROGRAM 2,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE   CAPITAL IMPROVEMENTS 1,000,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE   PROGRAM 500,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE   PROGRAM 50,000

VILLA MARIE

7205 NORTH 112TH STREET
WAVERLY,NE68462
NONE   PROGRAM 30,000

WILLA CATHER EDUCATIONAL FOUNDATION

413 NORTH WEBSTER ST
RED CLOUD,NE68970
NONE   PROGRAM 10,000

WOMEN'S CARE CENTER

5632 S 48TH STREET
LINCOLN,NE68516
NONE   CAPITAL IMPROVEMENTS 175,000

YMCA

570 FALLBROOK BLVD
LINCOLN,NE68521
NONE   CAPITAL IMPROVEMENTS 40,000

YOUTH EMERGENCY SERVICES INC

2566 FARNAM STREET STE
OMAHA,NE68131
NONE   PROGRAM 20,000
Total ................................. 3a 8,130,700
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 164,442  
4 Dividends and interest from securities ....     14 2,094,992  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 13,035,548  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   15,294,982  
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,294,982
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
D F DILLON FOUNDATION
C/O JOSEPH KERRIGAN
Employer identification number

91-1805591
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
D F DILLON FOUNDATION
C/O JOSEPH KERRIGAN
Employer identification number
91-1805591
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
DONALD F DILLON
4851 BONITA BAY BLVD 2401
 
BONITA SPRINGS, FL34134

$ 132,917


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
D F DILLON FOUNDATION
C/O JOSEPH KERRIGAN
Employer identification number

91-1805591
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SECURITIES $ 15,148,980 2025-02-06
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
D F DILLON FOUNDATION
C/O JOSEPH KERRIGAN
Employer identification number

91-1805591
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
D F DILLON FOUNDATION
 
C/O JOSEPH KERRIGAN
EIN:
91-1805591
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,525      

TY 2025 InvestmentsCorpStockSchedule
Name:
D F DILLON FOUNDATION
 
C/O JOSEPH KERRIGAN
EIN:
91-1805591
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK INVESTMENTS 63,854,483 161,233,502

TY 2025 OtherExpensesSchedule
Name:
D F DILLON FOUNDATION
 
C/O JOSEPH KERRIGAN
EIN:
91-1805591
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT EXPENSE 492,905 492,905    
MISCELLANEOUS EXPENSE 646      


TY 2025 TaxesSchedule
Name:
D F DILLON FOUNDATION
 
C/O JOSEPH KERRIGAN
EIN:
91-1805591
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 4,965 4,965    
FEDERAL TAX 199,268