Civic Intelligence

William and Claire Dart Foundation

990PF • Fiscal year 2012 • EIN 38-2562664

Dec 01, 2011 to Nov 30, 2012 • Filed on Sep 07, 2013

500 Hogsback Rd48854-9547
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$66,731,289

Flat from 2012

Net Assets

$66,356,289

No earlier filing loaded for comparison.

Liabilities

Flat

$375,000

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$8,410,543

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $74,304,384Liabilities 2010: $125,000Net Assets 2010: $74,179,3842010Assets 2011: $74,285,716Liabilities 2011: $250,000Net Assets 2011: $74,035,7162011Assets 2012: $66,731,289Liabilities 2012: $375,000Net Assets 2012: $66,356,2892012Assets 2012: $66,731,289Liabilities 2012: $375,0002012Assets 2013: $62,708,639Liabilities 2013: $500,000Net Assets 2013: $62,208,6392013Assets 2014: $62,399,752Liabilities 2014: $500,000Net Assets 2014: $61,899,7522014Assets 2015: $63,282,655Liabilities 2015: $625,000Net Assets 2015: $62,657,6552015Assets 2017: $25,027,590Liabilities 2017: $0Net Assets 2017: $25,027,5902017Assets 2019: $24,977,347Liabilities 2019: $1Net Assets 2019: $24,977,3472019Assets 2020: $24,143,506Liabilities 2020: $12020Assets 2021: $23,870,439Liabilities 2021: $1Net Assets 2021: $23,870,4392021Assets 2022: $21,237,055Liabilities 2022: $1Net Assets 2022: $21,237,0552022Assets 2023: $43,258,527Liabilities 2023: $12023Assets 2024: $51,714,858Liabilities 2024: $0Net Assets 2024: $51,714,8582024

Highlighted filing

2012

Assets$66,731,289
Liabilities$375,000
Net Assets$66,356,289

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2010: $736,9452010Expenses 2011: $2,207,4862011Expenses 2012: $8,410,5432012Revenue 2012: $719,358Expenses 2012: $8,410,543Net Income 2012: -$7,691,1852012Revenue 2013: $133,106Expenses 2013: $3,993,977Net Income 2013: -$3,860,8712013Revenue 2014: $196,470Expenses 2014: $757,577Net Income 2014: -$561,1072014Revenue 2015: $2,697,110Expenses 2015: $820,092Net Income 2015: $1,877,0182015Revenue 2017: $425,504Expenses 2017: $15,825,655Net Income 2017: -$15,400,1512017Revenue 2019: $2,592,001Expenses 2019: $1,228,324Net Income 2019: $1,363,6772019Revenue 2020: $391,426Expenses 2020: $1,225,267Net Income 2020: -$833,8412020Revenue 2021: $981,370Expenses 2021: $1,254,437Net Income 2021: -$273,0672021Revenue 2022: $167,007Expenses 2022: $2,800,391Net Income 2022: -$2,633,3842022Revenue 2023: $5,568,572Expenses 2023: $3,358,195Net Income 2023: $2,210,3772023Revenue 2024: $12,404,368Expenses 2024: $3,948,037Net Income 2024: $8,456,3312024

Highlighted filing

2012

Revenue-
Expenses$8,410,543
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Sep 7, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert C DartPresident, Treasurer, Director-$0--
Claire T DartVice President, Director-$0--
Kenneth B DartDirector-$0--
James D LammersSecretary-$0--
Francis X Liesman IIAssistant Secretary-$0--
Ariane M DartDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDart FoundationGeneral OperationsPrivate FoundationMason, MI, US$7,667,000
Filing and Contact Details

Filer

EIN
38-2562664
Raw XML AppendixShowing 400 of 429 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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ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee0None
ExpenditureResponsibilityStmt/ExpenditureResponsibility/AnyDiversionByGrantee1None
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine10Dart Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine11Dart Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibility/BusinessName/BusinessNameLine12Dart Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee0June 13, 2012 and September 3, 2013
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee1September 3, 2013
ExpenditureResponsibilityStmt/ExpenditureResponsibility/DatesOfReportsByGrantee2September 3, 2013
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate12011-12-01
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantDate22012-02-21
ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose0To fund the Dart Foundation's grant making activities.
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ExpenditureResponsibilityStmt/ExpenditureResponsibility/GrantPurpose2To fund the Dart Foundation's grant making activities.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Robert C Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Claire T Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Kenneth B Dart
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3James D Lammers
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Francis X Liesman II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5Ariane M Dart
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear507977237
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.196199
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07671038
IRS990PF/QualifyingDistributions/ExpensesAndContributions07672132
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01094
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions07672132
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber111
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber211
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber311
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0See in relevant part Section 53.4942(a)-2(c)(3)(ii)(f). The
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1foundation leased (for nominal rent) land and newly
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2constructed facilities to ISS (Cayman) Ltd. for use as a non-
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement3religious and non-discriminatory private school.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Teri Hull Jason Ward
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05172443266
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10500 Hogsback Road
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Mason
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0488549547
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0Forms 990-PF are available at www.guidestar.org
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations01
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility01
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions01
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10See 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/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0Robert C Dart
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07667000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Operations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Dart Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Private Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10500 Hogsback Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Mason
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode048854
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07667000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0608921
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0608921
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10720317
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503376751
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear503376751
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07783528
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07063211
IRS990PF/UndistributedIncome/ExcessFromYear10720317
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07672132
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07063211
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus011160279
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04097068
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0610000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine101952 Field Rd
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Sarasota
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode034231
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Claire T Dart
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0State of MI annual nonprofit filing fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps020
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01
OtherIncomeSchedule2/OtherIncome/Description0School Rental Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01
OtherIncreasesSchedule/OtherIncreases/Amount011758
OtherIncreasesSchedule/OtherIncreases/Description0Accrual to cash adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome10
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome20
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome30
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01707
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11707
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount21283
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount3415
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Annual Fee

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2012Detailed filing. Detailed filing data is available for this year.$66.7$0.38$66.4$8.41
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