2026-09-08T07:38:51-05:00 2025-11-30 990PF 2024-12-01 382562664 William & Claire Dart Foundation WILL 5176763803 500 Hogsback Rd Mason MI 488549547 James D Lammers Treasurer 5176763803 2026-09-08 1 2024 X 102050764 X 5000000 290 290 1738175 1738175 0 168229642 0 7998 0 6746463 1738465 0 0 0 3185 0 3185 125 0 125 40000 0 0 687 0 687 43997 0 3997 1890000 1890000 1933997 0 1893997 4812466 1738465 10722835 5114900 5118687 993053 635198 637554 39998970 50777226 96294523 51714858 56527324 102050764 0 0 X 0 0 0 0 51714858 56527324 51714858 56527324 51714858 56527324 51714858 4812466 0 56527324 0 56527324 JP Morgan Chase Bank MTN 5.0% P 2025-03-20 2025-09-24 2500000 2500000 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-11-22 2024-12-06 6223917 6223917 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-12-06 2024-12-20 6235233 6235233 0 0 JP Morgan Chase Bank - USD 14 Days P 2024-12-20 2025-01-03 6246456 6246456 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-01-03 2025-01-17 6257699 6257699 0 0 JP Morgan Chase Bank - 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USD 14 Days P 2025-08-04 2025-08-18 6417978 6417978 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-09-02 2025-09-16 6438917 6438917 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-09-16 2025-09-30 6449038 6449038 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-09-30 2025-10-14 6459176 6459176 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-10-14 2025-10-28 6468948 6468948 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-11-22 2025-11-26 6489214 6489214 0 0 JP Morgan Chase Bank - USD 15 Days P 2025-08-18 2025-09-02 6428090 6428090 0 0 JP Morgan Chase Bank - USD 15 Days P 2025-10-28 2025-11-12 6478687 6478687 0 0 JPM 100% US Treas Fd P 2024-03-14 2025-09-11 158860 158860 0 0 JPM 100% US Treas Fd P 2024-03-14 2025-09-11 40000 40000 0 0 JPM 100% US Treas Fd P 2024-03-14 2025-11-19 200000 200000 0 0 JP Morgan Chase Bank - USD 14 Days P 2025-06-20 2025-07-07 6385535 6385535 0 0 0 24165 0 24165 0 24165 56787 0 0 0 56787 0 32622 32622 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 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 Vice President, Secretary, Treasurer 0.00 0 0 0 NONE 0 NONE 0 0 78021895 5642280 0 83664175 0 0 83664175 1254963 82409212 4120461 4120461 24165 24165 4096296 0 4096296 0 4096296 1893997 0 1893997 4096296 0 0 2034675 1081234 3115909 1893997 0 0 0 1893997 0 2202299 2202299 913610 0 0 0 0 0 0 0 913610 913610 X Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 250000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 1200000 Dart Foundation 500 Hogsback Road Mason MI 48854 None Private Foundation General Support 440000 1890000 0 14 290 14 1738175 18 Federal Tax Refund 01 7998 0 1746463 0 1746463 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 3900000 X 2 William A Dart Irrevocable Trust Trustee Dart Financial Corporation Reno NV 89519 1100000 X Dart Foundation 500 Hogsback Road Mason MI 48854 2023-12-04 400000 To fund the Dart Foundation's grant making activities 400000 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-03-11 400000 To fund the Dart Foundation's grant making activities 400000 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-05-01 1500000 To fund the Dart Foundation's grant making activities 1500000 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-08-04 700000 To fund the Dart Foundation's grant making activities 700000 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2024-11-04 900000 To fund the Dart Foundation's grant making activities 586968 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2025-03-14 250000 To fund the Dart Foundation's grant making activities 163046 No 4/15/2026 Dart Foundation 500 Hogsback Road Mason MI 48854 2025-05-05 1200000 To fund the Dart Foundation's grant making activities 782624 No 4/15/2026 DTE Energy CO (500) 54930 68515 JPMorgan Chase & Co (1,896) 213546 593600 DT Midstream Inc (250) 10000 30365 Alphabet INC (67,920) 8369172 21746626 CitiGroup Inc (165,600) 8374085 17156160 Meta Platforms Inc (40,955) 8374088 26536792 Philip Morris International (82,312) 8379232 12962494 JP Morgan Chase Bank - USD 14 Days 6498576 6498576 JP Morgan Securities LLC - Chase Bank (2,500,000) 2500000 2515276 JP Morgan Securities LLC - CitiGroup (5,000,000) 5006444 5065797 JP Morgan Securities LLC - Goldman (2,000,000) 1994086 2116718 JP Morgan Securities LLC - Wellsfargo (1,000,000) 1003067 1003604 635198 637554 0 0 Professional Fees 3185 0 3185 Insurance 687 0 687 Federal Tax Refund 7998 7998 Bank Fees 125 0 125 Federal Income Taxes 40000 0 0