2025-11-14T13:19:23-06:00 2024-12-31 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990PF 2024-01-01 620645090 THE DIXIE GROUP FOUNDATION INC DIXI 7068765838 PO BOX 2007 DALTON GA 307222007 ROGER ENSLEY TREASURER 7068765882 2025-11-14 1 0 RACHEL S RAGGHIANTI P01545402 4237566585 2025-11-14 2024 2025-03-06 01:10:19Z X 1386693 X 38000 31434 31434 62763 499026 62763 132197 94197 0 0 0 9332 9332 0 1179 0 0 28 0 0 10539 9332 0 61100 61100 71639 9332 61100 60558 84865 47953 68529 68529 1214707 1317023 1317023 1997 1141 1141 1264657 1386693 1386693 0 0 X 6735 7454 1257922 1379239 1264657 1386693 1264657 1386693 1264657 60558 61478 1386693 0 1386693 REALIZED GAIN 477467 436263 41204 41204 CAPITAL GAINS P 21559 21559 21559 62763 1180 0 1180 0 1180 674 0 0 0 674 0 506 0 0 0 0 0 0 0 0 0 0 1 1 TN DE 1 0 0 0 0 1 N/A THE DIXIE GROUP INC 7068765838 475 REED ROAD DALTON GA 30720 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DANIEL K FRIERSON PO BOX 2007 DALTON GA 30722 PRES/TRUSTEE 0.50 0 0 0 W DEREK DAVIS PO BOX 2007 DALTON GA 30722 VP/TRUSTEE 0.50 0 0 0 WILLIAM EDWARDS PO BOX 2007 DALTON GA 30722 TREASURER/ASST SECRETARY 0.50 0 0 0 DAN PHELAN PO BOX 2007 DALTON GA 30722 SECRETARY/VP/TRUSTEE (11.10.2025) 0.50 0 0 0 ROGER ENSLEY PO BOX 2007 DALTON GA 30722 TREASURER/ASST SECRETARY (11.10.2025) 0.50 0 0 0 NONE 0 NONE 0 0 1267262 58240 0 1325502 0 0 1325502 19883 1305619 65281 65281 1180 1180 64101 0 64101 0 64101 61100 0 61100 64101 0 0 15969 40328 10306 7285 7666 81554 61100 0 0 0 61100 0 3001 3001 78553 0 0 0 0 0 0 12968 65585 40328 10306 7285 7666 DAN PHELAN THE DIXIE GROUP PO BOX 2007 DALTON GA 30722 7068765804 SCHOLARSHIP AWARD APPLICANTS MUST SUBMIT STANDARDIZED TEST SCORES, INFORMATION REGARDING ACADEMIC HONORS AND AWARDS, AND INFORMATION ABOUT PARTICIPATION IN EXTRACURRICULAR ACTIVITIES OR OFFICES HELD. A SELECTION COMMITTEE WILL REVIEW THE INFORMATION SUBMITTED AND GRANT SCHOLARSHIP AWARDS ACCORDINGLY. PRIOR TO THE END OF THE PRECEDING SCHOOL YEAR FOR WHICH THE SCHOLARSHIP IS SOUGHT. SCHOLARSHIP AWARDS ARE LIMITED TO CHILDREN OF EMPLOYEES WHO HAVE BEEN ACCEPTED BY AN ACCREDITED SCHOOL OF THEIR CHOICE AND WILL ATTEND SAID SCHOOL ON A FULL-TIME BASIS. TOTAL SCHOLARSHIP AWARD PAYOUTS ARE LIMITED TO 10% OF THE EMPLOYEE'S ELIGIBLE CHILDREN OF 25% OF THE APPLICANTS, WHICHEVER ALLOWS THE FOUNDATION TO GRANT THE GREATER NUMBER OF SCHOLARSHIPS IN ANY YEAR. AWARDS MAY BE RENEWED FOR THREE YEARS IF ACADEMIC REQUIREMENTS CONTINUE TO BE APPROPRIATELY MET. AIM CENTER 472 W MLK BLVD CHATTANOOGA TN 37402 PC GENERAL 250 ALABAMA ASSOCIATION OF INDEPENDENT COLLEGES 5950 CARMICHAEL PL 213 MONTGOMERY AL 36117 PC GENERAL 100 AUBURN UNIVERSITY JILLIAN S JOHNSON AUBURN UNIVERSITY AUBURN AL 36849 UNIVERSITY SCHOLARSHIP 2500 AUSTIN STATE UNIVERSITY FOB RAYLEE MALLOW 1936 NORTH ST NACOGDOCHES TX 75965 UNIVERSITY SCHOLARSHIP 2500 BAYLOR SCHOOL 171 BAYLOR SCHOOL ROAD CHATTANOOGA TN 37405 PC GENERAL 250 BOY SCOUTS OF AMERICA - NORTH GEORGIA COUNCIL - DALTON 202 S HAMILTON STREET DALTON GA 30720 PC GENERAL 1000 BOYS & GIRLS CLUB PO BOX 309 DALTON GA 30722 PC STEAK N BURGER DINNER 1500 CALIFORNIA ST UNIVERSITY FRESNO FBO LIZBETH PENA RAMOS 5241 N MAPLE AVE FRESNO CA 93740 UNIVERSITY SCHOLARSHIP 2500 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE ROAD CHATTANOOGA TN 37411 PC GENERAL 500 CHATTANOOGA COMMUNITY KITCHEN 727 E 11TH STREET CHATTANOOGA TN 37402 PC GENERAL 2000 COLORADO MESA UNIVERSITY FBO KIERSTIN MORENO COLORADO MESA UNIVERSITY GRAND JUNCTION CO 81501 UNIVERSITY SCHOLARSHIP 2500 DALTON STATE COLLEGE FOUNDATION INC 650 COLLEGE DRIVE DALTON GA 30720 PC GENERAL 1000 GEORGIA INDEPENDENT COLLEGE ASSOCIATION 50 HURT PLAZA SE STE 655 ATLANTA GA 30303 PC GENERAL 100 GEORGIA TECH FOUNDATION INC 760 SPRING STREET STE 400 ATLANTA GA 30308 PC GENERAL 100 GIRLS' PREPARATORY SCHOOL ANNUAL FUND 205 ISLAND AVENUE CHATTANOOGA TN 37405 PC GENERAL 250 HOPEWAY FOUNDATION 1717 SHARON RD W CHARLOTTE NC 28210 PC GENERAL 1000 JUNIOR ACHIEVEMENT OF NORTHWEST GEORGIA INC 230 N HAMILTON STREET DALTON GA 30720 PC GENERAL 1000 MCCALLIE SCHOOL 500 DODDS AVENUE CHATTANOOGA TN 37404 PC GENERAL 250 MEMORIAL HOSPITAL FOUNDATION 2525 DE SALES AVENUE CHATTANOOGA TN 37404 PC GENERAL 2000 MILLER CENTER FOUNDATION PO BOX 37963 BOONE IA 50037 PC GENERAL 5000 ORANGE GROVE CENTER INC 615 DERBY STREET CHATTANOOGA TN 37404 PC GENERAL 250 SALVATION ARMY CHATTANOOGA 822 MCCALLIE AVENUE CHATTANOOGA TN 37403 PC GENERAL 250 SALVATION ARMY DALTON 1102 N THORNTON AVENUE DALTON GA 30720 PC GENERAL 600 SOUTHERN NEW HAMPSHIRE UNIVERSITY FOB COLIN DUCKLESS 2500 N RIVER RD MANCHESTER NH 03106 UNIVERSITY SCHOLARSHIP 2500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL 200 UC FOUNDATION - ANNUAL GIVING FUND 650 OAK STREET CHATTANOOGA TN 37403 PC GENERAL 500 UNITED FUND OF ATMORE INC PO BOX 823 ATMORE AL 36504 PC GENERAL 1000 UNITED WAY OF EAST CENTRAL ALABAMA - ROANOKE 1505 WILMER AVENUNE ANNISTON AL 36201 PC GENERAL 3000 UNITED WAY OF GORDON COUNTY 109 S KING STREET CALHOUN GA 30701 PC GENERAL 3000 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET STREET CHATTANOOGA TN 37402 PC GENERAL 2000 UNITED WAY OF NORTHWEST GEORGIA - DALTON 816 S THORNTON AVENUE DALTON GA 30720 PC GENERAL 6500 UNITED WAY OF SOUTHWEST ALABAMA 218 ST FRANCIS STREET MOBILE AL 36602 PC GENERAL 2500 UNIVERSITY OF ARKANSAS FBO AUBREY MOCK 232 SILAS H HUNT HALL FAYETTEVILLE AR 72701 UNIVERSITY SCHOLARSHIP 2500 UNIVERSITY OF PITTSBURG FBO MARGARET A STUDY 4200 FIFTH AVENUE PITTSBURGH PA 15260 UNIVERSITY SCHOLARSHIP 2500 UNIVERSITY OF GEORGIA FBO ELIZABETH WILKEY 202 HENRY DRIVE ATHENS GA 30602 UNIVERSITY SCHOLARSHIP 2500 UNIVERSITY OF OREGON FBO EMMA OPHEIM 1585 EAST 13TH AVENUE EUGENE OR 97403 UNIVERSITY SCHOLARSHIP 2500 UNIVERSITY OF CALIFORNIA AT BERKLEY FOB CHRISTINE PEDRAZA 2120 OXFORD ST BERKELEY CA 94720 UNIVERSITY SCHOLARSHIP 2500 61100 0 14 31434 18 62763 0 94197 0 94197 4 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 THE DIXIE GROUP INC PO BOX 2007 DALTON GA 30722 38000 X VANGUARD GROWTH INDEX FUND FMV 214947 214947 VANGUARD HIGH YIELD INDEX FUND FMV 201867 201867 VICTORY SYCAMORE ESTABLISHED VALUE FUND FMV 87421 87421 FEDERATED TOTAL RETURN BOND FUND FMV 78423 78423 VANGUARD MID-CAP GROWTH INDEX FUND FMV 54935 54935 AVANTIS US SMALL CAP VALUE FUND FMV 80117 80117 PIMCO GLOBAL BOND FUN FMV 43961 43961 CLEARBRIDGE INTERNATIONAL GROWTH FUND FMV 118676 118676 MFS MID CAP GROWTH FUND FMV 46696 46696 HARTFORD INTERNATIONAL VALUE FUND FMV 74655 74655 FIDELITY US BOND INDEX FMV 156610 156610 WASATCH CORE GROWTH FUND FMV 79392 79392 PIMCO INCOME FUND FMV 79323 79323 ACCRUED DIVIDEND/INTEREST RECEIVABLE 1234 1558 1558 PREPAID EXCISE TAX 763 -417 -417 DELAWARE FRANCHISE TAX EFT 25 0 0 CUSTODIAN & SERVICE EXPENSE 3 0 0 UNREALIZED GAIN/LOSS 61478 MANAGEMENT FEES 9332 9332 0 EXCISE TAX 1179 0 0