2025-10-15T15:06:37-05:00 2024-11-30 990PF 2023-12-01 382562664 William & Claire Dart Foundation WILL 5176763803 500 Hogsback Rd Mason MI 488549547 James D Lammers Treasurer 5176763803 2025-10-14 1 2023 2025-03-06 01:10:19Z X 76196635 X 11030000 27559 27559 1346809 1346809 0 121920562 0 12404368 1374368 0 0 0 2035 0 2035 10 0 10 45000 0 0 992 0 992 48037 0 3037 3900000 3900000 3948037 0 3903037 8456331 1374368 4247583 10722835 10728209 0 993053 996753 39010944 39998970 64471673 43258527 51714858 76196635 0 0 X 0 0 0 0 43258527 51714858 43258527 51714858 43258527 51714858 43258527 8456331 0 51714858 0 51714858 AB Fixed Income Shs Inc P 2023-08-11 2024-03-07 1587475 1587475 0 0 AB Fixed Income Shs Inc P 2023-09-01 2024-03-07 3878 3878 0 0 AB Fixed Income Shs Inc P 2023-10-02 2024-03-07 7458 7458 0 0 AB Fixed Income Shs Inc P 2023-10-03 2024-03-07 2890881 2890881 0 0 AB Fixed Income Shs Inc P 2023-11-01 2024-03-07 21199 21199 0 0 AB Fixed Income Shs Inc P 2023-09-21 2024-03-07 725000 725000 0 0 AB Fixed Income Shs Inc P 2023-12-01 2024-03-07 3490000 3490000 0 0 AB Fixed Income Shs Inc P 2023-12-01 2024-03-07 22599 22599 0 0 AB Fixed Income Shs Inc P 2024-01-02 2024-03-07 36882 36882 0 0 AB Fixed Income Shs Inc P 2024-02-01 2024-03-07 38956 38956 0 0 AB Fixed Income Shs Inc P 2024-03-01 2024-03-07 36447 36447 0 0 JPM 100% US Treas Fd P 2024-03-14 2024-05-03 1500000 1500000 0 0 JPM 100% US Treas Fd P 2024-03-14 2024-05-13 24904 24904 0 0 JPM 100% US Treas Fd P 2024-03-14 2024-08-19 700000 700000 0 0 JPM 100% US Treas Fd P 2024-03-14 2024-11-01 900000 900000 0 0 JP Morgan Chase Bank - 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USD 14 Days P 2024-09-13 2024-09-27 6164377 6164377 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-09-27 2024-10-11 6177050 6177050 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-10-11 2024-10-25 6188846 6188846 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-10-25 2024-11-08 6200552 6200552 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-11-08 2024-11-22 6212280 6212280 0 0 0 19104 0 19104 0 19104 35891 0 40000 0 75891 0 56787 56787 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 1 0 0 1 Forms 990-PF are available at www.guidestar.org Ashley Ward 5176763803 500 Hogsback Road Mason MI 488549547 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Kenneth B Dart PO Box 31300 Grand Cayman CJ KY1-1206 President 0.00 0 0 0 James D Lammers 500 Hogsback Rd Mason MI 48854 Vie President, Secretary, Treasurer 0.00 0 0 0 NONE 0 NONE 0 0 56451507 1231874 0 57683381 0 0 57683381 865251 56818130 2840907 2840907 19104 19104 2821803 0 2821803 0 2821803 3903037 0 3903037 2821803 0 0 2034675 2034675 3903037 0 0 0 2821803 1081234 0 0 3115909 0 0 0 0 0 0 0 3115909 2034675 1081234 X Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 400000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 400000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 1500000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 700000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 900000 3900000 0 14 27559 14 1346809 18 0 1374368 0 1374368 0 0 0 0 0 0 0 0 0 0 X X 1 Claire T Dart Revocable Trust UAD 3676 Trustee Dart Financial Corporation Reno NV 89519 6000000 X 2 William A Dart Irrevocable Trust Trustee Dart Financial Corporation Reno NV 89519 5030000 X Dart Foundation 500 Hogsback Road Mason MI 48854 2023-02-01 500000 To fund the Dart Foundation's grant making activities 500000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2023-05-03 500000 To fund the Dart Foundation's grant making activities 500000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2023-06-01 1000000 To fund the Dart Foundation's grant making activities 1000000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2023-10-03 650000 To fund the Dart Foundation's grant making activities 650000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2022-12-14 500000 To fund the Dart Foundation's grant making activities 500000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2023-06-01 200000 To fund the Dart Foundation's grant making activities 200000 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2023-12-04 400000 To fund the Dart Foundation's grant making activities 289468 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-03-11 400000 To fund the Dart Foundation's grant making activities 289468 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-05-01 1500000 To fund the Dart Foundation's grant making activities 1085505 No 4/15/2025 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-08-04 700000 To fund the Dart Foundation's grant making activities 506569 No 4/15/2025 DTE Energy CO (500) 54930 62890 JPMorgan Chase & Co (1,896) 213546 473469 DT Midstream Inc (250) 10000 26530 Alphabet INC (67,920) 8369172 11475084 CitiGroup Inc (165,600) 8374085 11736072 Meta Platforms Inc (40,955) 8374088 23521276 Philip Morris International (82,312) 8379232 10952435 JP Morgan Chase Bank - USD 14 Days 6223917 6223917 993053 996753 0 0 Professional Fees 2035 0 2035 Insurance 992 0 992 Bank Fees 10 0 10 William A Dart Irrevocable Trust Dart Financial Corporation Trustee 4785 Caughlin Parkway Reno NV 89519 Federal Income Taxes 45000 0 0