2024-11-11T15:00:05-06:00 2023-12-31 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990PF 2023-01-01 630944809 THE DIXON FOUNDATION DIXO 2058994402 2539 JOHN HAWKINS PKWY STE 101-325 HOOVER AL 35244 JOY LEVIO VP & TREASURER 2058994402 2024-11-08 1 1 STACY WATTS P01464575 2059794100 2024-11-08 2023 2024-10-15 13:58:12Z X 6819532 X 0 X 108014 108014 188987 192804 188987 25605 28426 322606 325427 18000 0 18000 8450 4225 4225 144279 40157 104122 11953 11953 0 7705 1618 0 64478 56974 7504 254865 114927 133851 204626 204626 459491 114927 338477 -136885 210500 88703 24610 24610 5210568 5135900 6530759 -59528 -66419 264163 5239743 5094091 6819532 0 0 X 5239743 5094091 5239743 5094091 5239743 5094091 5239743 -136885 89 5102947 8856 5094091 LTCG HARBERT MEZZANINE PARTNERS P 2023-12-31 40581 40581 LTCL REDWOOD GROWTH PARTNERS P 2023-12-31 -20489 -20489 LTCG CAMBRIAN PARTNERS P 2023-12-31 8287 8287 STCG REDWOOD GROWTH PARTNERS P 2023-12-31 467 467 STCG CAMBRAN PARTNERS P 2023-12-31 124190 124190 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 192804 165791 27013 27013 STCG PIEDMONT PARTNERS P 2023-12-31 8938 8938 188987 2926 0 2926 0 2926 1600 0 2750 0 4350 X 38 1386 1386 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A THE DIXON FOUNDATION 2058994402 2539 JOHN HAWKINS PKWY STE 101-325 HOOVER AL 35244 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALICE D GROTNES 120 GREEN FALL POINTE ATLANTA GA 30350 PRESIDENT 25.00 6000 0 0 JOY LEVIO 1226 WILLOW LEAF CIRCLE BIRMINGHAM AL 35244 VICE PRESIDENT & TREASURER 25.00 6000 0 0 CRISTI C DIXON 849 SOUTHBEND LANE VESTAVIA HILLS AL 35216 VICE PRESIDENT & SECRETARY 10.00 6000 0 0 NONE 0 DIXON CAPITAL LP 2539 JOHN HAWKINS PKWY STE 101-325 HOOVER AL 35244 FINANCIAL MANAGEMENT 104122 0 UAB DEPARTMENT OF PEDIATRICS:DIXON POST DOCTORAL FELLOWSHIPS INVOLVE RESEARCH WHICH IS CONDUCTED AT CHILDREN'S HOSPITAL OF ALABAMA AT BIRMINGHAM AND INVOLVES DIFFERENT SUB-SPECIALTIES OF PEDIATRIC MEDICINE. THE DIXON FOUNDATION REQUIRES THE FELLOWS TO SUBMIT ANNUALLY A WRITTEN RESEARCH REPORT TO THE CHAIRMAN OF THE DEPARTMENT OF PEDIATRICS. 179326 0 6254428 140711 0 6395139 0 0 6395139 95927 6299212 314961 314961 2926 2926 312035 0 312035 0 312035 338477 0 338477 312035 0 0 26562 110782 136822 111167 101868 487201 338477 0 0 0 312035 26442 0 0 513643 0 0 0 0 0 0 26562 487081 110782 136822 111167 101868 26442 THE DIXON FOUNDATION 2539 JOHN HAWKINS PKWY STE 101-325 HOOVER AL 35244 2058994402 SUBMIT IN WRITING A DESCRIPTION OF ORGANIZATION, THE NATURE OF THE GRANT REQUESTED, DOLLAR RANGE OF GRANT AMOUNT, AND A COPY OF THE ORGANIZATION'S TAX EXEMPT STATUS LETTER. SEPTEMBER 30TH OF EACH CALENDAR YEAR GEOGRAPHICAL AREAS MOSTLY CENTERED AROUND BIRMINGHAM, AL OR CENTRAL ALABAMA ALL SAINTS CATHOLIC CHURCH 2443 MOUNT VERNON ROAD DUNWOODY GA 30338 N/A PC GENERAL SUPPORT 2500 CAMP SMILE-A-MILE 1600 2ND AVE S BIRMINGHAM AL 35233 N/A PC SUMMER CAMP SPONSOR 5000 OUR LADY OF ASSUMPTION CATHOLIC CHURCH 1350 HEARST DR NE ATLANTA GA 30319 N/A PC GENERAL SUPPORT 1250 TIMES OUT INC 1115 WINWARD LANE BIRMINGHAM AL 35216 N/A PC GENERAL SUPPORT 5000 UAB DEPARTMENT OF PEDATRICS PO BOX 730VH BIRMINGHAM AL 35294 N/A PC POST-DOCTORAL FELLOWSHIPS 179326 VESTAVIA HILLS UNITED METHODIST CHURCH 2061 KENTUCKY AVENUE VESTAVIA HILLS AL 35216 N/A PC GENERAL SUPPORT 10000 PRINCE OF PEACE 19222 TOMBALL PARKWAY HOUSTON TX 77070 N/A PC GENERAL SUPPORT 1250 ST LUKE'S FOUNDATION PO BOX 4332 HOUSTON TX 72210 N/A PC GENERAL SUPPORT 100 CAMPUS OUTREACH BIRMINGHAM PO BOX 43737 BIRMINGHAM AL 35243 N/A PC GENERAL SUPPORT 100 ST LUKE'S EPISCOPAL FOUNDATION 3736 MONTROSE RD BIRMINGHAM AL 35213 N/A PC GENERAL SUPPORT 100 204626 0 14 108014 18 188987 PARTNERSHIP INCOME 531390 -2821 01 28426 -2821 325427 0 322606 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8450 4225 4225 REDWOOD GROWTH PARTNERS, LP AT COST 2294192 2606638 PIEDMONT PARTNERS AT COST 252032 256848 HARBERT MEZZANINE PARTNERS II, L.P. AT COST 78444 42533 MARQUETTE ASSETS AT COST 889387 1222203 METLIFE AT COST 3013 6018 CROWNE AT 501 LP AT COST 89229 168451 CROWNE AT 170 LP AT COST 54106 238100 CAMBRIAN PARTNERS AT COST 1475497 1989968 LIFE INSURANCE CHILDREN'S HOSPITAL 23059 23809 23809 SWIFT CREEK LAND ASSOCIATES, LP -82587 -90292 240290 DIVIDENDS RECEIVABLE 0 64 64 TRANSFERRED CAPITAL FROM REDWOOD GROWTH 8856 BANK SERVICE CHARGES 433 433 0 CONTRACT LABOR 7500 0 7500 OTHER DEDUCTIONS FROM REDWOOD GROWTH PARTNERS, LP 26574 26570 4 OTHER DEDUCTIONS FROM CAMBRIAN PARTNERS 22655 22655 0 OTHER DEDUCTIONS FROM HMP II LP 1112 1112 0 OTHER DEDUCTIONS FROM SWIFT CREEK 1627 1627 0 OTHER DEDUCTIONS FROM CROWNE 170 555 555 0 OTHER DEDUCTIONS FROM PIEDMONT PARTNERS 4022 4022 0 PARTNERSHIP INCOME 25605 28426 25605 BOOK/TAX DIFFERENCES FROM PARTNERSHIPS 89 INVESTMENT MANAGEMENT FEES 40157 40157 0 FINANCIAL MANAGEMENT FEE 104122 0 104122 FOREIGN TAXES 1618 1618 0 EXCISE TAXES 6087 0 0