William and Claire Dart Foundation

990PF • Fiscal year 2011 • EIN 38-2562664

Dec 01, 2010 to Nov 30, 2011 • Filed on Aug 13, 2012

Organization Profile

500 Hogsback Rd48854-9547

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Higher top officer pay than 35% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Source year 2011

-0.0%

Faster asset growth than 30% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets14th percentile

Assets

Down

$74,285,716

Down $18,668 (-0.0%) from 2010

Net Assets

Down

$74,035,716

Down $143,668 (-0.2%) from 2010

Liabilities

$250,000

Up $125,000 (+100%) from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$2,207,486

Up $1,470,541 (+200%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$74,285,716

Liabilities$250,000

Net Assets$74,035,716

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$2,207,486

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2010 to Nov 30, 2011
Signed: Aug 13, 2012
Return Version: 2010v3.4

Compensation and Service Providers

Top Officer Pay35th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
William A Dart	President, Treasurer, Director	-	$0	-	-
Claire T Dart	Vice President, Director	-	$0	-	-
Kenneth B Dart	Director	-	$0	-	-
James D Lammers	Secretary	-	$0	-	-
Francis X Liesman II	Assistant Secretary	-	$0	-	-
Robert C Dart	President, Treasurer, Director	-	$0	-	-
Ariane M Dart	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Dart Foundation	General Operations	Private Foundation	Mason, MI, US	$1,465,000

Filing and Contact Details

Filer

EIN: 38-2562664

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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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine1	1	PO Box 30229 SMB
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine1	2	PO Box 30229 SMB
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City	2	Grand Cayman
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/Country	2	CJ
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/PostalCode	1	KY1-1206
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/PostalCode	2	KY1-1206
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	William A Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Claire T Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	Kenneth B Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	James D Lammers
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	Francis X Liesman II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	5	Robert C Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	6	Ariane M Dart
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	Mason
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	0	See in relevant part Section 53.4942(a)-2(c)(3)(ii)(f). The
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	1	foundation leased (for nominal rent) land and newly
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	2	constructed facilities to ISS (Cayman) Ltd. for use as a non-
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	3	religious and non-discriminatory private school.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	Teri Hull Jason Ward
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	5172443266
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	500 Hogsback Road
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Mason
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	488549547
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MI
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	Forms 990-PF are available at www.guidestar.org
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	0
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	See in relevant part Section 53.4942(a)-2(c)(3)(ii)(f). The foundation leased (for nominal rent) land and newly constructed facilities to ISS (Cayman) Ltd. for use as a non- religious and non-discriminatory private school.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/ContributingManager	0	William A Dart
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1465000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	Dart Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	Private Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	500 Hogsback Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Mason
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	48854
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	1465000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	749271
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	749271
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	3376751
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	3709572
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	3709572
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	4097068
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	720317
IRS990PF/UndistributedIncome/ExcessFromYear4	0	3376751
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	1469588
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	720317
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	7806640
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	7086323
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	2000000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	1952 Field Rd
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	Sarasota
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	34231
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	William A Claire T Dart
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	State of MI annual nonprofit filing fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	20
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	1
OtherIncomeSchedule2/OtherIncome/Description	0	Other Deposit
OtherIncomeSchedule2/OtherIncome/Description	1	School Rental Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	399
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	399
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	1
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	3415
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	1	1153
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	Annual Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	1	Agent Fee
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	3415
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	1	1153
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	382562664
ReturnHeader/Filer/Name/BusinessNameLine1	0	William & Claire Dart Foundation
ReturnHeader/Filer/NameControl	0	WILL
ReturnHeader/Filer/Phone	0	5172442742
ReturnHeader/Filer/USAddress/AddressLine1	0	500 Hogsback Rd
ReturnHeader/Filer/USAddress/City	0	Mason
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	488549547
ReturnHeader/Officer/DateSigned	0	2012-08-13
ReturnHeader/Officer/Name	0	Francis X Liesman II
ReturnHeader/Officer/Phone	0	5172442742
ReturnHeader/Officer/Title	0	Assistant Secretary
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2010-12-01
ReturnHeader/TaxPeriodEndDate	0	2011-11-30
ReturnHeader/TaxYear	0	2010
ReturnHeader/Timestamp	0	2012-08-14T08:06:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $74,285,716
Liabilities: $250,000
Net assets: $74,035,716
Revenue: -
Expenses: $2,207,486
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$51.7	$0.00	$51.7	$12.4	$3.95	$8.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$43.3	$0.00		$5.57	$3.36	$2.21
2022Detailed filing. Detailed filing data is available for this year.	$21.2	$0.00	$21.2	$0.17	$2.80	$2.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.9	$0.00	$23.9	$0.98	$1.25	$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$24.1	$0.00		$0.39	$1.23	$0.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$25.0	$0.00	$25.0	$2.59	$1.23	$1.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$25.0	$0.00	$25.0	$0.43	$15.8	$15.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$63.3	$0.63	$62.7	$2.70	$0.82	$1.88
2014Detailed filing. Detailed filing data is available for this year.	$62.4	$0.50	$61.9	$0.20	$0.76	$0.56
2013Detailed filing. Detailed filing data is available for this year.	$62.7	$0.50	$62.2	$0.13	$3.99	$3.86
2012Summary only. Only limited summary data is available for this year.	$66.7	$0.38		$0.72	$8.41	$7.69
2011Detailed filing. Detailed filing data is available for this year.	$74.3	$0.25	$74.0		$2.21
2010Detailed filing. Detailed filing data is available for this year.	$74.3	$0.13	$74.2		$0.74