Robert C Dart Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Robert C Dart Foundation (EIN 20-5973757)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-03-17
- IRS object ID
- 201710769349100106
- Schema version
- 2015v3.0
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-17T14:33:17-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | 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 | 2017-03-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,353,834 | 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 | $99,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,888,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $329,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,038 | 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 |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,475,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,475,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,485,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,475,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,156,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $23,437,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,280,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,353,834 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,437,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,280,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,353,834 | 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 | $23,437,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,280,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,437,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,280,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,437,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,280,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,437,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,156,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,280,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,280,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| S&P 500 ETF Trust | 2013-11-12 | 2016-01-21 | $3,369,255 | $3,143,498 | $225,757 | $225,757 |
| Verizon Communications Inc | 2016-02-18 | 2016-04-08 | $2,519,325 | $2,515,076 | $4,249 | $4,249 |
| Bank of America FDG Corp | 2016-02-01 | 2016-08-01 | $2,000,000 | $2,000,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,596,863 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,490,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,059,654 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,755,034 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076982 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,576,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,845,199 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011231 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,207,081 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,155,299 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081276 | DistributionYr5Rt |
| Total Distribution | 0.284684 | TotalDistributionRt |
| Average Distribution | 0.056937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,775,259 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,182,881 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,186,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,475,678 | 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 | $3,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,681 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,681 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,391 | OverpaymentAmt |
| Applied To ES Tax | $14,391 | 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 | $10,966,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,125,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,091,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,091,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,775,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,038,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,038,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,290 | TotalTaxAmt |
| Distributable Before Adj | $1,035,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,035,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,035,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,475,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,475,678 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,472,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,035,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $850,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $724,181 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,374,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,949,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,475,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,035,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,440,205 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,390,021 | 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 | $850,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,539,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $724,181 | ExcessFromYear2Amt |
| Excess From Year1 | $1,374,681 | ExcessFromYear1Amt |
| Excess From Current Year | $2,440,205 | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Dart Foundation | ||||||
| 500 Hogsback Road | Mason | MI | 48854 | Private Foundation | General Operations | $3,200,000 |
| Forty Carrots of Sarasota Inc | ||||||
| 1500 South Tuttle Avenue | Sarasota | FL | 34239 | 501(c)(3) | Firefly Gala | $6,500 |
| Olympian Foundation | ||||||
| 800 S Osprey Ave | Sarasota | FL | 34236 | 501(c)(3) | General support | $50,000 |
| Out-of-Door Academy of Sarasota | ||||||
| 444 Reid Street | Sarasota | FL | 34242 | 501(c)(3) | General support | $200,000 |
| CECF Wish Foundation | ||||||
| 723 Eastlawn Dr | Celebraton | FL | 34747 | 501(c)(3) | Celebration Exotic Car Festival | $16,350 |
| Education Foundation of Sarasota County | ||||||
| 1960 Landings Blvd No 120S | Sarasota | FL | 34231 | 501(c)(3) | General Support | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,475,600 | 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 | $99,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $329,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,038 | 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 | 2015-03-24 | $2,000,000 | To fund the Dart Foundation's grant making activities | $715,726 | No | 3/2/17 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2015-11-23 | $2,500,000 | To fund the Dart Foundation's grant making activities | $2,500,000 | No | 3/2/17 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2016-08-23 | $400,000 | To fund the Dart Foundation's grant making activities | $41,027 | No | 3/2/17 |
| Dart Foundation | |||||||||
| 500 Hogsback Rd | Mason | MI | 48854 | 2016-10-13 | $300,000 | To fund the Dart Foundation's grant making activities | $0 | No | 3/2/17 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Bond Amortization Premium | IdentifierTxt |
| Form And Line Reference | Part I, Line 4 | FormAndLineReferenceDesc |
| Medium Explanation | Robert C. Dart Foundation elects under IRC Section 171 to amortize bond purchase premium. This election applies to the current tax year and all future years. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP Morgan MM | AT COST | $184,502 | $184,502 |
| Wells Fargo Savings | AT COST | $5,391,339 | $5,391,339 |
| RBC Wealth Management | AT COST | $0 | $0 |
| RBC Money Market | AT COST | $899,908 | $899,908 |
| JP Morgan Securities | AT COST | $13,805,202 | $13,878,085 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $78 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2nd Quarter Estimated Tax Payment | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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