Civic Intelligence

Virginia Butler Dixon Trust 1525-1145000805

EIN 52-6202996 • 4947(a)1 • New Orleans, LA

Profile

The purpose of the virginia butler dixon trust is to support the english department of the h. Sophie newcomb college through the administrators of the tulane educational fund.

701 Poydras Street Ste 3100New Orleans, LA 70139-7727

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

46%

Higher net margin than 80% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$9,676

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

4.1%

Faster asset growth than 72% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

70%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,016,635

Up $40,242 (+4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,016,635

Up $40,242 (+4.1%) from 2023

Revenue

Up

$86,514

Up $35,633 (+70%) from 2023

Expenses

Up

$46,952

Up $4,173 (+9.8%) from 2023

Net Income

Up

$39,562

Up $31,460 (+388%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2021: $987,132Liabilities 2021: $0Net Assets 2021: $987,1322021Assets 2022: $968,272Liabilities 2022: $0Net Assets 2022: $968,2722022Assets 2023: $976,393Liabilities 2023: $0Net Assets 2023: $976,3932023Assets 2024: $1,016,635Liabilities 2024: $0Net Assets 2024: $1,016,6352024

Highlighted filing

2024

Assets$1,016,635
Liabilities$0
Net Assets$1,016,635

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $122,420Expenses 2021: $38,391Net Income 2021: $84,0292021Revenue 2022: $21,960Expenses 2022: $40,385Net Income 2022: -$18,4252022Revenue 2023: $50,881Expenses 2023: $42,779Net Income 2023: $8,1022023Revenue 2024: $86,514Expenses 2024: $46,952Net Income 2024: $39,5622024

Highlighted filing

2024

Revenue$86,514
Expenses$46,952
Net Income$39,562

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$271,168
Mission and Program Overview

Mission

The purpose of the virginia butler dixon trust is to support the english department of the h. Sophie newcomb college through the administrators of the tulane educational fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$976,393$1,016,635▲ $40,242
Investments in Publicly Traded Securities$963,692$996,612▲ $32,920
Savings and Temporary Cash Investments$12,701$20,023▲ $7,322
Total Assets$976,393$1,016,635▲ $40,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$976,393$1,016,635▲ $40,242
Total Liabilities and Net Assets / Fund Balance$976,393$1,016,635▲ $40,242
Compensation and Service Providers

Employees

NameTitleBaseTotal
Hancock Whitney BankTrustee$9,676$9,676
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$86,514
Other Revenue
$0
Change in Net Assets
$39,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,177
Other Expenses$10,099
Salaries, Compensation, and Employee Benefits$9,676
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,177--$27,177
Current Officers, Directors, Trustees, and Key Employees-$9,676-$9,676
Fees for Service Investment Mgmnt Fees-$6,218-$6,218
Fees for Services Accounting-$3,135-$3,135
All Other Expenses-$746-$746
Total Functional Expenses$27,177$19,775$0$46,952
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Administrators of the Tulane Educational FundNew Orleans, LA-To Provide Support to the H. Sophie Newcomb College$27,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

Hancock whitney bank as trustee and as governing body adheres to the trust document to fulfill the purpose of the trust. Discussions / actions with the h. Sophie newcomb college and the administrators of the tulane educational fund are documented.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

There are no other committees with authority to act on behalf of hancock whitney bank, the trustee and governing body.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Hancock whitney bank, the sole trustee, reviews the completed form 990 prior to filing with the irs.

Form 990, Page 6, Part VI, Line 19

The governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Virginia Butler Dixon Trust 1525-1145000805
EIN
52-6202996
Phone
5045867421
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
VP Trust Office
Phone
5045867421
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
La
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Mutual fund timing differences of ($8), return of capital adjustments $804, and basis adjustments of ($116)

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST ("TRUST") ESTABLISHED BY THE TRUST AGREEMENT THROUGH THE EXECUTRIX OF THE ESTATE OF VIRGINIA BULTER DIXON, MARY FRANCES BULTER PUGH, DATED APRIL 30, 1965.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID TO THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND AND THE INCOME IS EARMARKED FOR FUNDING OF THE ENGLISH DEPARTMENT CHAIR OF THE H. SOPHIE NEWCOMB COLLEGE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST HAS BEEN CONTINUALLY SUPPORTING THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND SINCE THE TRUST'S INCEPTION AND THIS DEMONSTRATES A HISTORIC AND CONTINUING RELATIONSHIP OVER THE MANY YEARS OF THE TRUST'S EXISTENCE. IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(a)-4(i)(1)(ii) THE ORGANIZATION HAS MET THE REQUIREMENTS OF THE RESPONSIVENESS TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUST WAS CREATED PRIOR TO NOVEMBER 20, 1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER THAT DATE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUST IS REQUIRED BY ITS GOVERNING DOCUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO A DESIGNATED CHARITABLE BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE AMOUNTS PAYABLE TO THE CHARITABLE BENEFICIARY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS, OTHER THAN FOUNDATION MANAGERS, WITH RESPECT TO THE TRUST IF SUCH TRUST WERE TREATED AS A PRIVATE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINES 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINES 2 AND 3 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINES 2 AND 3 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V, LINE 1 CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V, LINE 1 CONT
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IRS990ScheduleI/RecipientTable/CashGrantAmt027177
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE H. SOPHIE NEWCOMB COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0H SOPHIE NEWCOMB COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0720423889
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06823 ST CHARLES AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW ORLEANS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070118
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST. GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANCOCK WHITNEY BANK AS TRUSTEE AND AS GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSIONS / ACTIONS WITH THE H. SOPHIE NEWCOMB COLLEGE AND THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HANCOCK WHITNEY BANK, THE SOLE TRUSTEE, REVIEWS THE COMPLETED FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING DIFFERENCES OF ($8), RETURN OF CAPITAL ADJUSTMENTS $804, AND BASIS ADJUSTMENTS OF ($116)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0H SOPHIE NEWCOMB COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720423889
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIGHER EDUCATION, RESEARCH, PUBLIC SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06823 ST CHARLES AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070118
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0976393
IRS990/TotalAssetsEOYAmt01016635
IRS990/TotalAssetsGrp/BOYAmt0976393
IRS990/TotalAssetsGrp/EOYAmt01016635
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019775
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027177
IRS990/TotalFunctionalExpensesGrp/TotalAmt046952
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0976393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01016635
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027177
IRS990/TotalReportableCompFromOrgAmt09676
IRS990/TotalRevenueGrp/ExclusionAmt035709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086514
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0976393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01016635
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUST OFFICE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045867421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VIRGINIA BUTLER DIXON TRUST 1525-1145000805
ReturnHeader/Filer/BusinessNameControlTxt0DIXO
ReturnHeader/Filer/EIN0526202996
ReturnHeader/Filer/PhoneNum05045867421
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-04-25T09:01:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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