Robert C Dart Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- Robert C Dart Foundation (EIN 20-5973757)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-07-31
- IRS object ID
- 201822129349100612
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-31T12:58:51-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205973757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert C Dart Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5176763803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Hogsback Road | AddressLine1Txt |
| City | Mason | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis X Liesman II | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 5176763803 | PhoneNum |
| Signature | 2018-07-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,623,724 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $246,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,174,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $246,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,051 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $591 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,937,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,937,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,938,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,938,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,692,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $20,280,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,588,651 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,623,724 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,280,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,588,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,623,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,280,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,588,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,280,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,588,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,280,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,588,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,280,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,692,300 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,588,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,588,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Bank of America Corp | 2016-02-04 | 2016-11-21 | $4,150,000 | $4,150,000 | $0 | $0 |
| Autozone Inc | 2016-02-08 | 2017-01-13 | $2,500,000 | $2,500,000 | $0 | $0 |
| Bank of America Corp | 2017-06-01 | 2017-09-01 | $2,000,000 | $2,000,000 | $0 | $0 |
| Bank of America Corp | 2016-11-18 | 2017-09-01 | $5,950,000 | $5,950,000 | $0 | $0 |
| Bank of America Corp | 2016-05-10 | 2017-03-22 | $2,074,000 | $2,074,000 | $0 | $0 |
| AT&T Inc | 2017-03-23 | 2017-06-01 | $2,000,000 | $2,000,000 | $0 | $0 |
| General Mls Inc | 2016-11-18 | 2017-10-20 | $1,500,000 | $1,500,000 | $0 | $0 |
| Bank Amer N A Charlotte NC | 2016-07-27 | 2017-03-15 | $2,000,000 | $2,000,000 | $0 | $0 |
| Bank of America Corp | 2016-02-02 | 2017-03-22 | $3,000,000 | $3,000,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,472,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,775,259 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.167141 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,596,863 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,490,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,059,654 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,755,034 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,576,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009159 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,845,199 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011231 | DistributionYr5Rt |
| Total Distribution | 0.370549 | TotalDistributionRt |
| Average Distribution | 0.074110 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,520,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,372,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,375,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,938,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,391 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,391 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,930 | OverpaymentAmt |
| Applied To ES Tax | $11,930 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | Forms 990-PF are available at www.guidestar.org | WebsiteAddressTxt |
| Individual With Books | Teri Hull | IndividualWithBooksNm |
| Phone | 5176763803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Hogsback Road | AddressLine1Txt |
| City | Mason | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert C Dart | ||||||||||||
| PO Box 30229 | Grand Cayman | CJ | KY1-1201 | President, Treasurer, & Di | 0.00 | $0 | $0 | $0 | ||||
| James D Lammers | ||||||||||||
| Secretary & Director | 0.00 | $0 | $0 | $0 | 500 Hogsback Road | Mason | MI | 48854 | ||||
| Francis X Liesman II | ||||||||||||
| Assistant Secretary | 0.00 | $0 | $0 | $0 | 500 Hogsback Road | Mason | MI | 48854 | ||||
| Ariane M Dart | ||||||||||||
| PO Box 30229 | Grand Cayman | CJ | KY1-1201 | Director | 0.00 | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,650,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,151,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,802,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,802,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,520,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $926,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $926,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,461 | TotalTaxAmt |
| Distributable Before Adj | $923,556 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $923,556 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $923,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,938,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,938,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,461 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,935,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $923,556 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $724,181 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,374,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,440,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,539,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,938,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $923,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,014,795 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,553,862 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,553,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $724,181 | ExcessFromYear3Amt |
| Excess From Year2 | $1,374,681 | ExcessFromYear2Amt |
| Excess From Year1 | $2,440,205 | ExcessFromYear1Amt |
| Excess From Current Year | $1,014,795 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert C Dart | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Dart Foundation | |||||||
| 500 Hogsback Road | Mason | MI | 48854 | None | 501(c)(3) | General Operations | $1,000,000 |
| Out-of-Door Academy of Sarasota | |||||||
| 444 Reid Street | Sarasota | FL | 34242 | None | 501(c)(3) | General Support | $17,760 |
| Out-of-Door Academy of Sarasota | |||||||
| 444 Reid Street | Sarasota | FL | 34242 | None | 501(c)(3) | General Support | $5,000 |
| CECF Wish Foundation Inc | |||||||
| 723 Eastlawn Dr | Celebraton | FL | 34747 | None | 501(c)(3) | Granting wishes for children with life threatening illnesses | $15,000 |
| Out-of-Door Academy of Sarasota | |||||||
| 444 Reid Street | Sarasota | FL | 34242 | NOne | 501(c)(3) | Multi-year grant for construction of a STEM Center for Upper School | $200,000 |
| Dart Foundation | |||||||
| 500 Hogsback Road | Mason | MI | 48854 | None | 501(c)(3) | General Operations | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,937,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,051 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2016-08-23 | $400,000 | To fund the Dart Foundation's grant making activities | $358,973 | No | 2/1/2018 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2016-10-13 | $300,000 | To fund the Dart Foundation's grant making activities | $300,000 | No | 2/1/2018 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2016-12-05 | $1,000,000 | To fund the Dart Foundation's grant making activities | $1,000,000 | No | 2/1/2018 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2017-03-02 | $700,000 | To fund the Dart Foundation's grant making activities | $358,515 | No | 2/1/2018 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP Morgan MM | AT COST | $551,544 | $551,544 |
| Wells Fargo Savings | AT COST | $2,311,349 | $2,311,349 |
| RBC Money Market | AT COST | $902,161 | $902,160 |
| JP Morgan Securities | AT COST | $14,823,597 | $14,858,671 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $591 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $591 | DisbursementsCharitablePrpsAmt |
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