Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE DIXON HOUSE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)108 N HIGGINS STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EASTON, MD21601
A Employer identification number

52-0607903
B Telephone number (see instructions)

(410) 822-6661
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$318,059J 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) 47,025
2 Check right arrow.............
3 Interest on savings and temporary cash investments 268 268 268
4 Dividends and interest from securities... 66,471 66,471 66,471
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,482
b Gross sales price for all assets on line 6a 1,125,462
7 Capital gain net income (from Part IV, line 2)... 22,482
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)....... Click to see attachment
List of Attached Documents:
// Content
1,505,909   1,505,909
12 Total. Add lines 1 through 11........ 1,642,155 89,221 1,572,648
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 889,934     889,934
15 Pension plans, employee benefits....... 112,450     112,450
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,514     14,514
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
69,626    
20 Occupancy.............. 90,495     90,495
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
191,517 18,168   173,349
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,368,536 18,168   1,280,742
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,368,536 18,168   1,280,742
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 273,619
b Net investment income (if negative, enter -0-) 71,053
c Adjusted net income (if negative, enter -0-)... 1,572,648
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,410 35,818 35,818
2 Savings and temporary cash investments......... 53,438 232,535 232,535
3 Accounts receivable right arrow49,706
Less: allowance for doubtful accounts right arrow   31,682 49,706 49,706
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
c Investments—corporate bonds (attach schedule)....... 2,317,529 Click to see attachment
List of Attached Documents:
// Content
2,576,583 		 
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow2,087,451
Less: accumulated depreciation (attach schedule) right arrow1,500,004 580,792 Click to see attachment
List of Attached Documents:
// Content
587,447 		 
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,984,851 3,482,089 318,059
Liabilities 17 Accounts payable and accrued expenses.......... 7,340 7,691
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 7,340 7,691
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,977,511 3,474,398
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 2,977,511 3,474,398
30 Total liabilities and net assets/fund balances (see instructions). 2,984,851 3,482,089
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
2,977,511
2
Enter amount from Part I, line 27a .....................
2
273,619
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
223,268
4
Add lines 1, 2, and 3 ..........................
4
3,474,398
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,474,398
Form 990-PF (2024)
Form 990-PF (2024)
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 S/T CAPITAL GAINS/LOSSES P    
b L/T CAITAL GAINS/LOSSES P    
c
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 207,205   208,631 -1,426
b 918,257   894,349 23,908
c
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       -1,426
b       23,908
c
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 22,482
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1987-05-07(attach copy of letter if necessary–see instructions) 1 N/A
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  
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  
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
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)
right arrowMD
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
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 addressright arrowWWW.DIXONHOUSE.ORG
14
The books are in care ofright arrowLINDA ELBEN Telephone no.right arrow (410) 822-6661

Located atright arrow108 N HIGGINS STREETEASTONMD ZIP+4right arrow21601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
CRAIG SIEBERT TREASURER
2.00 		0 0 0
1612 MCGUCKIN STREET
ANNAPOLIS,MD21401
DOROTHY FENWICK DIRECTOR
1.00 		0 0 0
PO BOX 278
OXFORD,MD21654
JOAN MUZZILLO DIRECTOR
1.00 		0 0 0
28753 EMMANUEL STREET
EASTON,MD21601
LINDA ELBEN ADMIN
40.00 		0 0 0
7775 NOBLE ROAD
FEDERALSBURG,MD21632
JOYCE PLUTSCHAK DIRECTOR
1.00 		0 0 0
613 ELWOOD AVENUE
EASTON,MD21601
CATHERINE SEELY DIRECTOR
1.00 		0 0 0
29783 HILLARY AVENUE
EASTON,MD21601
CASSANDRA GUY DIRECTOR
1.00 		0 0 0
11824 OLD SKIPTON ROAD
CORDOVA,MD21625
DR PATRICIA JOHNSON DIRECTOR
1.00 		0 0 0
104 CHURCH STREET
VIENNA,MD21869
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 OPERATE A HOME FOR THE AGED. THE FACILITIES INCLUDE TWENTY-ONE LIVING SPACES FOR RESIDENTS. 1,280,742
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,447,056
b
Average of monthly cash balances.......................
1b
161,596
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,608,652
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
2,608,652
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
39,130
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,569,522
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
128,476
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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, column (d), line 26 ..........
1a
1,280,742
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
1,280,742
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,280,742
a Applied to 2023, but not more than line 2a  
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 2024 distributable amount.....  
e Remaining amount distributed out of corpus 1,280,742
5 Excess distributions carryover applied to 2024.    
(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 1,280,742
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
128,476 108,903 97,414 97,291 432,084
b 85% (0.85) of line 2a ......... 109,205 92,568 82,802 82,697 367,272
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,280,742 1,226,568 1,158,934 1,036,752 4,702,996
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 .... 		1,280,742 1,226,568 1,158,934 1,036,752 4,702,996
3 Complete 3a, b, or c 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 .. 		85,651 72,602 64,943 64,861 288,057
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 right arrow 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, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 268  
4 Dividends and interest from securities ....     14 66,471  
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 ............ 		        22,482
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCARE OF RESIDENTS 		        1,224,007
bEMPLOYEE RETENTION CREDIT         281,667
cMISCELLANEOUS INCOME         235
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   66,739 1,528,391
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,595,130
(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.)
3 INCOME USED TO HELP LOWER THE OPERATING COSTS FOR THE RESIDENTS OF THE HOME
11B FUNDS COLLECTED FROM RESIDENTS TO PROVIDE AND OPERATE HOUSING FACILITIES AS WELL AS MEDICAL CARE
Form 990-PF (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING FEES 6,300     6,300
PAYROLL PROCESSING FEE 8,214     8,214

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDINGS (APPRAISAL) 1971-01-04 67,950 67,950 S/L 25.0000        
LAND (APPRAISAL) 1971-01-04 7,050              
BUILDING IMPROVEMENTS 1974-01-31 2,000 2,000 S/L 20.0000        
BUILDING IMPROVEMENTS 1979-02-08 32,925 32,925 S/L 20.0000        
REMODELING 1979-10-23 300 300 S/L 15.0000        
BUILDING IMPROVEMENTS 1981-08-14 350 350 S/L 4.0000        
BUILDING IMPROVEMENTS 1983-08-21 4,740 4,740 S/L 4.0000        
ARCHITECT FEES 1985-04-19 2,636 2,636 S/L 15.0000        
REMODELING - PRIVATE BATHS 1985-07-25 97,866 97,866 S/L 19.0000        
REMODELING 1985-09-01 126,422 126,422 S/L 27.0000        
REMODELING 1988-05-20 30,845 30,845 S/L 27.0000        
BUILDING IMPROVEMENTS 1989-06-29 3,106 3,106 S/L 27.0000        
BUILDING IMPROVEMENTS 1989-11-30 8,631 8,631 S/L 27.0000        
PARKING LOT 1991-08-06 2,729 2,729 S/L 10.0000        
CENTRAL A/C 1991-09-12 9,480 9,480 S/L 15.0000        
BUILDING IMPROVEMENTS 1991-09-15 7,565 7,565 S/L 27.0000        
REFRIGERATOR 1991-10-08 2,330 2,330 S/L 7.0000        
STOVE 1992-01-10 2,400 2,400 S/L 7.0000        
BUILDING IMPROVEMENTS 1992-10-11 26,069 26,069 S/L 27.0000        
WINDOWS (8) 1993-01-21 4,571 4,571 S/L 27.0000        
WINDOWS (4) 1993-04-12 2,000 2,000 S/L 27.0000        
EXIT LIGHT 1993-04-12 978 978 S/L 27.0000        
DOOR 1993-05-15 745 745 S/L 27.0000        
WINDOWS (4) & SASH LIFTS (12) 1993-08-12 3,400 3,400 S/L 27.0000        
WINDOWS (3) 1994-01-18 4,062 4,062 S/L 27.0000        
ELECTRIC EYE AND MONITOR 1994-05-05 1,135 1,135 S/L 7.0000        
ELECTRICAL SYSTEM 1994-06-21 13,724 13,724 S/L 27.0000        
WIRING BASEMENT 1994-10-07 4,742 4,742 S/L 27.0000        
WINDOWS 1995-02-13 1,811 1,811 S/L 27.0000        
BRICK STEPS AND PORCH 1995-08-18 8,446 8,446 S/L 27.0000        
LANDSCAPING 1995-10-04 2,433 2,433 S/L 10.0000        
ROOF 1996-05-02 20,341 20,341 S/L 27.0000        
WINDOWS (3) 1996-09-10 2,500 2,500 S/L 27.0000        
WINDOWS (6) 1997-02-13 3,957 3,957 S/L 27.0000        
WASHER 1997-04-29 380 380 S/L 7.0000        
CHANDELEERS (2) 1997-06-10 520 517 S/L 27.0000 3      
TV 1997-06-10 258 258 S/L 7.0000        
COPIER 1997-06-24 1,150 1,150 S/L 7.0000        
REFRIGERATOR 1997-08-21 400 400 S/L 7.0000        
WINDOWS (3) 1998-03-13 2,213 2,142 S/L 27.0000 71      
TELEPHONE 1998-03-19 644 644 S/L 7.0000        
COMPUTER 1998-07-10 1,957 1,957 S/L 7.0000        
AWNINGS 1998-08-26 4,245 4,245 S/L 10.0000        
KITCHEN EQUIPMENT 1998-09-01 33,643 33,643 S/L 7.0000        
KITCHEN BUILDOUT 1998-11-01 52,006 49,091 S/L 27.0000 1,926      
FURNITURE AND FIXTURES 1998-12-14 15,443 15,443 S/L 7.0000        
PAINTING 1999-03-01 1,794 1,670 S/L 27.0000 67      
FURNACE 1999-04-08 3,430 3,430 S/L 15.0000        
WINDOWS 1999-05-20 12,881 11,924 S/L 27.0000 477      
FAX MACHINE 1999-06-01 175 175 S/L 7.0000        
BOOKSHELVES 1999-07-21 3,967 3,967 S/L 20.0000        
LIBRARY TABLE 1999-07-21 406 406 S/L 7.0000        
CENTRAL A/C 1999-11-03 20,447 20,447 S/L 15.0000        
ALARM AND SECURITY SYSTEM 2000-06-13 17,835 17,835 S/L 20.0000        
IMPROVEMENTS - RM 1 2000-06-27 13,210 11,708 S/L 27.0000 490      
VIDEO EQUIPMENT 2000-08-31 1,300 1,300 S/L 7.0000        
BLINDS 2001-02-09 541 541 S/L 7.0000        
BLINDS - RM 1 2001-03-07 4,537 4,537 S/L 7.0000        
TREADMILL 2001-03-07 600 600 S/L 7.0000        
RUG 2001-04-17 1,862 1,862 S/L 7.0000        
CARPET (DOWN STAIRS HALL) 2001-11-26 3,823 3,823 S/L 7.0000        
CARPET (NURSES STATION) 2002-04-10 699 699 S/L 7.0000        
FRONT PORCH CHAIRS (6) 2002-04-22 1,038 1,038 S/L 7.0000        
FIRE ESCAPE 2003-04-01 47,103 36,898 S/L 27.0000 1,744      
CENTRAL A/C 2003-06-30 4,209 4,209 S/L 7.0000        
PORCH ROOF 2004-02-06 10,463 7,851 S/L 27.0000 387      
CARPET (UPSTAIRS HALL) 2006-01-13 3,500 3,500 S/L 7.0000        
LIGHTS (UPSTAIRS HALL) 2006-01-30 2,883 2,883 S/L 7.0000        
ROOF 2006-06-12 22,637 20,467 S/L 20.0000 1,132      
ICE MACHINE 2006-06-12 2,308 2,308 S/L 7.0000        
ELEVATOR 2006-06-30 33,620 30,258 S/L 20.0000 1,681      
DISHWASHER 2006-10-11 3,800 3,800 S/L 7.0000        
ELEVATOR (BALANCE) 2007-05-22 214,226 182,985 S/L 20.0000 10,711      
COMPUTER & SOFTWARE 2007-07-12 1,808 1,808 S/L 3.0000        
OFFICE FURNITURE 2007-11-12 1,030 1,030 S/L 7.0000        
COMPUTER 2008-02-07 1,277 1,277 S/L 3.0000        
FLOORING 2008-02-08 990 990 S/L 7.0000        
CARPET ROOM 8 & 19 2008-04-09 722 722 S/L 7.0000        
CAMERAS/MONITORS 2008-04-21 7,460 7,460 S/L 5.0000        
CARPET ROOM 5 & 18 2008-06-18 757 757 S/L 7.0000        
DINING ROOM CHAIRS 2009-08-01 3,664 3,664 S/L 7.0000        
TABLE TOPS 2009-09-29 714 714 S/L 7.0000        
ELEVATOR - HEATING & A/C 2010-03-29 8,300 5,914 S/L 20.0000 415      
FRONT DOOR 2010-07-19 5,616 3,908 S/L 20.0000 280      
STOVE 2010-07-21 3,934 3,934 S/L 7.0000        
CARPETING - 2ND FLOOR HALLWAY 2010-09-27 3,433 3,433 S/L 7.0000        
SONY COMPUTER 2011-03-14 900 900 S/L 5.0000        
BATHROOM IMPROVEMENTS 2011-07-15 2,560 2,560 S/L 7.0000        
FENCE 2011-11-10 6,570 6,570 S/L 7.0000        
SPRINKLER SYSTEM IN ROOM 10 CLOSET 2012-07-01 600 360 S/L 20.0000 30      
HAND RAILS (ENTIRE BUILDING) 2012-08-23 2,718 1,608 S/L 20.0000 136      
WASHER AND DRYER 2012-09-26 1,484 1,484 S/L 5.0000        
IMPROVEMENTS 2012-10-10 186,670 109,669 S/L 20.0000 9,333      
SPRINKLER SYSTEM 2012-12-20 5,500 3,163 S/L 20.0000 275      
CARPET & VINYL - ROOM 2 2013-01-15 575 575 S/L 7.0000        
BATHROOM RENOVATION - ROOM 1 2013-02-04 2,500 1,427 S/L 20.0000 125      
RENOVATIONS - ROOM 1 2013-02-18 3,226 1,828 S/L 20.0000 162      
CARPET & VINYL - ROOM 7 2013-04-04 500 500 S/L 7.0000        
ICE MACHINE 2013-09-21 1,672 1,672 S/L 7.0000        
HANDRAILS (UPSTAIRS) 2013-10-21 2,682 1,430 S/L 20.0000 135      
ROOF 2014-05-22 37,288 18,799 S/L 20.0000 1,865      
DISH MACHINE 2015-05-01 3,650 3,650 S/L 7.0000        
IMPROVEMENTS 2015-06-30 31,219 14,049 S/L 20.0000 1,561      
IMPROVEMENTS 2015-12-31 17,242 7,328 S/L 20.0000 862      
(3) DESKS 2016-08-24 450 450 S/L 5.0000        
KITCHEN FLOOR 2016-09-14 8,625 3,378 S/L 20.0000 432      
SECURITY SYSTEM 2016-09-16 4,983 1,931 S/L 20.0000 249      
CARPET IN ROOM 6 2016-10-31 521 200 S/L 20.0000 26      
NURSE CALL SYSTEM 2016-12-27 8,357 3,134 S/L 20.0000 418      
OFFICE IMPROVEMENTS 2017-01-16 42,593 15,795 S/L 20.0000 2,130      
SHOWER IN ROOM 11 2017-06-14 4,128 1,462 S/L 20.0000 207      
LAPTOP 2017-10-26 850 850 S/L 5.0000        
NURSE CALL SYSTEM 2017-07-11 9,184 3,214 S/L 20.0000 460      
REFRIGERATOR 2017-08-08 2,562 2,532 S/L 7.0000 30      
EXTERIOR PAINTING 2018-06-20 14,000 4,200 S/L 20.0000 700      
IMPROVEMENTS 2017-12-15 163,503 53,820 S/L 20.0000 8,175      
HVAC SYSTEM 2018-03-16 40,795 12,749 S/L 20.0000 2,039      
HVAC SYSTEM 2019-01-18 21,998 5,958 S/L 20.0000 1,100      
WASHER 2019-05-07 585 432 S/L 7.0000 83      
REFRIGERATOR 2019-01-02 1,546 1,215 S/L 7.0000 220      
CARPET ROOM 3 & 14 2019-06-30 1,470 368 S/L 20.0000 73      
PAINTING 2018-10-22 16,600 4,703 S/L 20.0000 830      
7 HVAC UNITS 2019-07-01 31,525 7,881 S/L 20.0000 1,577      
DRYER 2019-08-14 680 478 S/L 7.0000 97      
HVAC UNITS 2019-12-02 6,515 1,493 S/L 20.0000 326      
SECURITY SYSTEM 2019-12-19 5,347 1,203 S/L 20.0000 267      
2018 FORD E350 BUS 2019-07-01 71,020 71,020 S/L 5.0000        
(2) TELEVISIONS 2020-07-21 253 198 S/L 5.0000 51      
WASHER AND DRYER 2021-01-11 1,929 965 S/L 7.0000 275      
COMPUTER 2021-02-10 700 478 S/L 5.0000 140      
SECURITY CAMERA AND TIME CLOCK 2021-03-09 1,182 197 S/L 20.0000 59      
MITSUBISHI HEATING SYSTEM 2021-03-30 8,189 1,331 S/L 20.0000 409      
(2) BEDROOM SETS AND (1) NIGHT STAND 2022-01-25 1,835 633 S/L 7.0000 263      
BED AND DRESSER 2022-01-25 735 254 S/L 7.0000 105      
COMPUTER (NURSE) 2022-02-22 1,972 920 S/L 5.0000 395      
MATTRESS 2022-03-17 380 122 S/L 7.0000 54      
FURNITURE 2022-04-19 1,176 364 S/L 7.0000 168      
FLOORING (UPSTAIRS) 2021-09-21 9,624 3,781 S/L 7.0000 1,375      
FLOORING (1ST FLOOR) 2022-03-07 13,962 4,654 S/L 7.0000 1,995      
ELEVATOR SILL 2022-06-24 8,400 840 S/L 20.0000 420      
COMPUTER (FINANCE) 2022-02-11 1,540 744 S/L 5.0000 308      
COMPUTER (ACTIVITY) 2022-02-15 380 184 S/L 5.0000 76      
COMPUTER (NURSE) 2022-04-06 1,875 844 S/L 5.0000 375      
BEDROOM SETS AND MATTRESSES 2022-12-14 9,911 2,242 S/L 7.0000 1,416      
DISHWASHER 2022-07-06 5,168 1,477 S/L 7.0000 738      
TELEPHONE SYSTEM 2023-01-13 5,101 765 S/L 10.0000 510      
ROCKERS 2023-06-15 4,785 346 S/L 15.0000 319      
IMPROVEMENTS 2022-09-29 16,020 1,402 S/L 20.0000 801      
OFFICE FLOORING 2023-02-28 2,200 147 S/L 20.0000 110      
FURNITURE - ROOM 19 2023-07-07 736 74 S/L 10.0000 73      
FURNITURE 2023-07-28 1,495 137 S/L 10.0000 150      
IMPROVEMENTS - SIDE PORCH 2023-07-31 7,462 456 S/L 15.0000 497      
FIRE SYSTEM 2024-02-13 39,967 833 S/L 20.0000 1,998      
FLOORING (LIVING ROOM) 2024-02-08 2,697 161 S/L 7.0000 385      
FURNITURE 2024-11-25 461   S/L 7.0000 38      
IMPROVEMENTS - BATH SAVER 2024-07-29 7,601   S/L 20.0000 348      
FREEZERS 2024-08-20 4,559   S/L 7.0000 543      
MITSUBISHI SYSTEM 2024-09-26 8,427   S/L 20.0000 316      
IMPROVEMENTS - C ALBERT MATTHEWS 2024-10-10 16,855   S/L 20.0000 632      
REACH IN REFRIGERATOR 2024-11-13 2,998   S/L 7.0000 286      
SPEED QUEEN WASHER 2025-01-14 1,329   S/L 7.0000 95      
DRYER 2025-02-06 1,329   S/L 7.0000 79      
ICE MAKER 2025-02-11 2,299   S/L 7.0000 137      
RAMP 2025-04-10 15,430   S/L 20.0000 193      
HOT WATER HEATER 2025-04-15 14,999   S/L 20.0000 187      

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Name of Bond End of Year Book Value End of Year Fair Market Value
SECURITIES 2,576,583  

TY 2024 LandEtcSchedule2
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING AND EQUIPMENT 2,080,401 1,500,004 580,397  
LAND 7,050   7,050  


TY 2024 OtherExpensesSchedule
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
ACTIVITIES EXPENSE 6,069     6,069
EMPLOYEE RELATIONS 5,224     5,224
FOOD AND SUPPLIES 77,665     77,665
HOUSEKEEPING 14,197     14,197
INSURANCE - LIABILITY 15,379     15,379
INSURANCE - OTHER 13,462     13,462
INSURANCE - WORKMENS COMP 15,773     15,773
INVESTMENT MANAGEMENT FEES 18,168 18,168    
NURSING SUPPLIES 5,176     5,176
OFFICE 19,052     19,052
TRANSPORTATION 1,352     1,352


TY 2024 OtherIncomeSchedule2
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CARE OF RESIDENTS 1,224,007   1,224,007
EMPLOYEE RETENTION CREDIT 281,667   281,667
MISCELLANEOUS INCOME 235   235


TY 2024 OtherIncreasesSchedule
Name:
THE DIXON HOUSE INC
EIN:
52-0607903
Description Amount
UNREALIZED GAINS 223,268