Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 11-01-2011 , and ending 10-31-2012
G
Check all that apply:
Name of foundation
Dart Foundation
fka Solid Waste Management Foundation

Number and street (or P.O. box number if mail is not delivered to street address)500 Hogsback Rd   Room/suite
City or town, state, and ZIP code
Mason, MI488549547
A Employer identification number

38-2849841
B Telephone number (see page 10 of the instructions)

(517) 244-2742
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$559,629
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,169,500
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 84 84  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 4,169,584 84  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 62,400 0   62,400
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,203 0   13,203
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,920 0   6,920
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,523 0   82,523
25 Contributions, gifts, grants paid........ 3,765,303 3,765,303
26 Total expenses and disbursements. Add lines 24 and 25 3,847,826 0   3,847,826
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 321,758
b Net investment income (if negative, enter -0-) 84
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 100,981 100,950 100,950
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 136,890 Click to see attachment458,679 458,679
14 Land, buildings, and equipment: basis bullet20,624
Less: accumulated depreciation (attach schedule) bullet20,624      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 237,871 559,629 559,629
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 237,871 559,629
30 Total net assets or fund balances (see page 17 of the
instructions).................... 237,871 559,629
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 237,871 559,629
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 237,871
2 Enter amount from Part I, line 27a..................... 2 321,758
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 559,629
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 559,629
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 3,516,006 899,748 3.907768
2009 3,678,610 1,090,222 3.374184
2008 3,498,781 1,266,156 2.763310
2007 4,370,464 625,218 6.990304
2006 3,825,272 1,848,194 2.069735
2 Total of line 1, column (d) ...................... 2 19.105301
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 3.821060
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 972,154
5 Multiply line 4 by line 3....................... 5 3,714,659
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1
7 Add lines 5 and 6......................... 7 3,714,660
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,847,826
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 901
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 901
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 900
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet900 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletForms 990-PF are available at www.guidestar.org
    14
    The books are in care ofbulletJulie Walker and Teri Hull Telephone no.bullet (517) 676-3800
    Located atbullet500 Hogsback RdMasonMI ZIP+4bullet488549547
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Robert C Dart President, Treasurer, Director
    0.00
    0 0 0
    500 Hogsback Rd
    mason,MI488549547
    Claire T Dart Vice Pres, Director
    0.00
    0 0 0
    1952 Field Rd
    Sarasota,FL34231
    James D Lammers Vice President
    0.00
    0 0 0
    500 Hogsback Rd
    Mason,MI488549547
    Francis X Liesman Asst. Secretary
    0.00
    0 0 0
    500 Hogsback Rd
    Mason,MI488549547
    Kenneth B Dart Director
    0.00
    0 0 0
    PO Box 31300
    grand Cayman   kY1-1206
    CJ
    Ariane M Dart Director
    0.00
    0 0 0
    500 Hogsback Rd
    mason,MI488549547
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Frank M Ochberg Consulting 60,000
    4211 Okemos Road Suite 6
    Okemos,MI48864
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Support of "Gifts from Within". The foundation paid for the services of a MD to assist with research & training programs that focus on victims of PTSD 24,195
    2 The foundation paid for the services of a MD to consult to the Dart Center for Journalism & Trauma (Univ. of Wash) to improve media coverage of trauma, conflict and tragedy. 9,544
    3 The foundation paid for the services of a MD to consult with the Academy for Critical Incident Analysis at the John Jay College of Criminal Justice to support the development and dissemination of course curricula and supporting media for the teaching of critical incident analysis 7,522
    4 The foundation paid for the services of a MD to consult with the Dart Society to support the advancement of compassionate and ethical coverage of trauma, conflict and soc, injustice. 24,204
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 None 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    886,006
    b
    Average of monthly cash balances.......................
    1b
    100,952
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    986,958
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    986,958
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    14,804
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    972,154
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    48,608
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    48,608
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,607
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    48,607
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    48,607
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,847,826
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,847,826
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,847,825
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 48,607
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009....... 3,376,254
    e From 2010....... 3,471,021
    fTotal of lines 3a through e......... 6,847,275
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 3,847,826
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2011 distributable amount..... 48,607
    e Remaining amount distributed out of corpus 3,799,219
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 10,646,494
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    10,646,494
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009.... 3,376,254
    d Excess from 2010.... 3,471,021
    e Excess from 2011.... 3,799,219
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    Dart Foundation Attn Claudia Descha
    500 Hogsback Rd
    Mason,MI488549547
    (517) 244-2190
    bThe form in which applications should be submitted and information and materials they should include:
    Application should be by letter and include a detailed description of the project and the amount of funding requested. A copy of the IRS determination letter is required.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Other limitations: No grants to individuals. Fields of interest: Education, engineering & technology, environment, science, youth, math, journalism, victims. Geographic Preference: Historically giving primarily in regions of MI, WA, GA, NC, KY, IL, MS, FL, TX, PA.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMerican Association of Caregiving Youth
    1515 N Federal HWY Suite 214
    Boca Raton,FL33432
    None Public Charity STEM Grant 3,000
    American Cave Conservation Association Inc
    PO Box 409
    Horse Cave,KY42749
    None Public Charity General Support 10,000
    American Diabetes Association
    30200 Telegraph Road Suite 105
    Bingham Farms,MI48025
    None Public Charity Camp Midicha 3,000
    American Heart Association
    1212 Ashley Circle Suite 1
    Bowling Green,KY42104
    None Public Charity Barren County Start Heart Walk 2,500
    Arabia Mountain High School
    6610 Browns Mill Road
    Lithonia,GA30038
    None School STEM Grant 5,000
    Arts Council of Greater Lansing
    1208 Turner Street
    Lansing,MI48906
    None Public Charity General Support 500
    Aurora University
    347 S Gladstone Ave
    Aurora,IL60506
    None School STEM Grant 1,750
    Avalon Independent School District
    Box 455
    Avalon,TX76623
    None School STEM Grant 5,000
    Bareville Fire Company #1
    211 E Main Street
    Bareville,PA175400335
    None Public Charity Toward firetruck 5,000
    Barren River Area Safe Space
    PO Box 1941
    Bowling Green,KY42102
    None Public Charity General Support 2,000
    Batavia Public Schools
    1201 Main Street
    Batavia,IL60510
    None School STEM Grant 2,000
    Between Friends Food Pantry
    PO Box 509
    Sugar Grove,IL60554
    None Public Charity General Support 1,250
    Big Brothers Big Sisters of Sun Coast
    101 W Venice Ave Suite 34
    Venice,FL34285
    None Public Charity General Support 1,000
    Bowling Green State University
    1001 E Wooster Street
    Bowling Green,OH43403
    None School 2012-2013 Case Competition 5,000
    Boys and Girls Club of Lansing
    34315 Pleasant Grove Road
    Lansing,MI48910
    None PUblic Charity STEM Grant 4,800
    Boys and Girls Club of Sarasota County
    PO Box 4068
    Sarasota,FL34230
    None Public Charity SMART Moves Resistance Program 50,000
    Boys and Girls Club of Thurston County
    905 24th Way SW Ste B3
    Olympia,WA98502
    None Public Charity General Support 2,500
    Broward Estates Elementary School
    441 NW 35th Ave
    Lauderhill,FL33311
    None School STEM Grant 2,000
    Bryan Elementary School
    2006 West Oak Avenue
    Plant City,FL33563
    None School STEM Grant 3,000
    Capital Area District Library
    145 W Ash St
    Mason,MI48854
      Government Unit Improvements to Mason Branch 13,124
    Cave City Police Department
    108 Duke Street
    Cave City,KY42127
    None Government Unit Police Cars 5,000
    Caverna High School Band Boosters
    2276 South Dixie Street
    Horse Cave,KY42749
    None School General Support 250
    Caverna High School
    2276 South Dixie Street
    Horse Cave,KY42749
    None School STEM Grants 10,000
    Caverna Middle School
    2278 South Dixie Street
    Horse Cave,KY42749
    None School STEM Grants 5,000
    Charles R Drew Elementary Magnate School
    1000 NW 31st Ave
    Pompano Beach,FL33069
    None School STEM Grant 700
    Chino Valley Unified School District
    5472 Park Place
    Chino,CA91710
    None School STEM Grants 2,000
    City of Lodi
    6301 S Street MS A226
    Sacramento,CA95817
    None Government Unit Youth Energy Summit 1,000
    COBYS Family Services
    1417 Oregon Road
    Leola,PA17540
    None Public Charity General Support 1,000
    Communities in Schools of Randolph County
    1011 Sunset Avenue
    Asheboro,NC87203
    None School General Support 2,000
    Congregation Shaarey Zedek
    1924 Coolidge Road
    East Lansing,MI48823
    None Religious organizati Boy Scout Camporee 1,000
    Cub Run Elementary School
    170 East Gap Hill Road
    Cub Run,KY42729
    None School STEM GrantSTEM Grant 4,990
    Deaf and Hard of Hearing Services of Lancaster County
    150 Farmington Lane 5
    Lancaster,PA17601
    None Public Charity General Support 5,000
    Dewitt Public Schools
    2957 Herbison Road
    Dewitt,MI48820
    None School STEM Grant 800
    East Aurora School District
    500 Tomcat Lane
    Aurora,IL60505
    None school STEM Grant 5,000
    East Lansing Public Schools
    1601 Burcham Drive
    EAst Lansing,MI48824
    None School STEM Grant 8,130
    Eastern Lancaster County Library
    11 Chestnut Drive
    New Holland,PA17557
    None Government Unit General Support 1,000
    Eastern Michigan University Foundation
    206 Roosevelt Hall
    Ypsilanti,MI48197
    None Public Charity Project Lead the Way 140,000
    Education Foundation of Waxahachie ISD
    411 N Gibson Street
    Waxahachie,TX75154
    NONe School Scholarships 5,000
    Elizabethtown Area School District
    600 E High Street
    Elizabethtown,PA17022
    None School STEM Grant 700
    Enterprise School District
    105 Short Street
    Enterprise,MS39330
    None School STEM Grant 4,194
    Ephrata Area Rehab Services
    29 Cloister Avenue
    Ephrata,PA17522
    None Public Charity Facility Improvements 2,000
    Fender Museum of the Arts Foundation
    365 N Main Street
    Corona,CA92880
    None Public Charity General Support 2,500
    Fenner Conservancy
    2020 E Mt Hope Ave
    Lansing,MI48910
    None Public Charity Sponsor 2012 Apple Butter Festival 5,000
    Friends of Music Inc
    10026 NW 19th Street
    Coral Springs,FL33071
    None Public Charity Sounds of the Cinema Sponsorship 2,500
    Glasgow Independent Schools
    1601 Columbia Ave
    Glasgow,KY42141
    None School STEM Grants 7,006
    GRAB Fire Department
    1313 Highway 1464
    Greenburg,KY42743
    None Government Unit Safety Equipment purchase 5,000
    Grays Chapel Elementary School
    5322 North Carolina HWY 22N
    Franklinville,NC27248
    None School Instructional Supplies 2,000
    Green County Fiscal Court
    203 West Court Street
    Greenburg,KY42743
    None Government Unit Volunteer Rescue Squad Equipment 5,000
    Green County High School
    302 Brummal Ave PO Box 227
    Greenburg,KY42743
    None School STEM Grant 4,000
    H Lee MOffitt Cancer Center & Research Institute Foundation
    12902 Magnolia Drive
    Tampa,FL33612
      Public Charity Research support 49,173
    Hart County High School
    1014 S Dixie HWY
    Munfordville,KY42765
    None School Band Boosters 250
    Hart County Historical Society
    PO Box 606
    Munfordville,KY42765
    None Public Charity General Support 250
    Hart County Schools
    511 West Union Street
    Munfordville,KY42765
    None School AED 1,753
    Harvest Drive Inc
    5190 NW 165th St
    Miami,FL33014
    None Public Charity General Support 1,000
    Haslett Public Schools
    5593 Franklin
    Haslett,MI48840
    None School STEM Grant 5,026
    Helping All Recover Together
    PO Box 383
    Munfordville,KY42765
    None Public Charity Hart County Repair Affair 2,000
    Henderson Mill Elementary School
    2408 Henderson Mill Rd NE
    Atlanta,GA30345
    None School STEM Grant 3,500
    Herget School District 129
    1550 Deerpath Road
    Aurora,IL60506
    None School STEM Grant 3,200
    Hillsborough County Public Schools
    702 Entlish Street
    Plant City,FL33567
    None School STEM Grants, field trips, walkway 11,000
    Holt Public Schools
    5780 West Holt Road
    Holt,MI48842
    None School STEM GRant, Wilcox Elementary 2,000
    HOrse Cave Police
    121 Woodlawn Ave PO Box 362
    Horse Cave,KY42749
    None Government Unit General support 4,000
    Hospice of Lansing
    4052 Legacy Parkway Suite 200
    Lansing,MI48911
    None Public Charity Improvements to Stoneleigh Residence 34,026
    Hospice of Randolph County
    416 Vision Drive
    Asheboro,NC27203
    None Public Charity Sponsor Auction 2,000
    IMSA Fund for Advancement of Education
    1500 Sullivan Road
    Aurora,IL60506
    None Public Charity STEM Grant 2,500
    Indian Prarie School District 204
    780 Shoreline Drive
    Aurora,IL60504
    None School STEM Grant 3,000
    Italy Independent School District - Stafford Elementary
    300 South College
    Italy,TX76651
    None School STEM Grant 5,100
    Junior Achievement of South Central Kentucky Inc
    113 West Public Square Suite 300
    Glasgow,KY42142
    None Public Charity General Support 1,000
    Keep Tampa Bay Beautiful
    PO Box 2104
    Tampa,FL33601
    None Public Charity Coastal Clean Up 2,500
    Kentucky Lions Eye Foundation Inc
    Mohammad Ali Blvd
    Louisville,KY40202
    None Public Charity General Support 1,250
    Kids in Distress INc
    819 NE 26th Street
    Wilton Manors,FL33305
    None PUblic Charity Painting & Ecology Projects 2,500
    Lafayette Fire Company
    1836 Lincoln Highway East
    Lancaster,PA17602
    None Government Unit For Fire Station 5,000
    Lancaster County Workforce Investment Board
    313 W Liberty Street Suite 114
    Lancaster,PA17603
    None Government Unit STEM Grant 1,000
    Lancaster Foundation for Educational Enrichment
    445 N Reservoir Street
    Lancaster,PA17602
    None PUblic Charity STEM Grant 3,000
    Lancaster Science Factory (LSF)
    454 New Holland Ave
    Lancaster,PA17602
    None Public Charity STEM Grant 3,000
    Legrande Elementary School
    70 Legrande School Road
    Horse Cave,KY42749
    None School STEM Grants 9,740
    Leslie Area Educational Foundation
    144 S Main Street
    Leslie,MI49251
    None Public Charity Wild 100 Nature Center 25,000
    Lithonia Middle School
    2451 Randall Avenue
    Lithonia,GA30281
    None School STEM Grant 4,875
    Mackinac Center for Public Policy
    140 West Main Street
    Midland,MI48640
    None Public Charity General Support 35,000
    Mason Area Historical Society
    PO Box 44
    Mason,MI48854
    None Public Charity Structural Improvements 1,000
    Mason Public Schools
    400 South Cedar Street
    Mason,MI48854
    None School STEM Grant 9,000
    Memorial Elementary School
    1400 N Jackson HWY
    Hardyville,KY42746
    None School STEM GRANT 5,000
    Miami Heights Elementary School
    17661 SW 117th Ave
    Miami,FL33177
    None School STEM Grant 2,500
    Michigan State University - WKAR 23
    Michigan State University
    East Lansing,MI48823
    None School Various Grants, Great Lakes Folk Festival 15,000
    Milford Independent School District
    PO Box 545
    Milford,TX76670
    None School STEM Grant 5,000
    Millersville International House
    321 Manor Avenue
    Millersville,PA17551
    None Public Charity General Support 2,000
    The Nature Conservancy
    101 East Grand River
    Lansing,MI48906
    None Public Charity Equipment 30,000
    North Museum of Natural History and Science
    400 College Avenue
    Lancaster,PA17603
    Noe Public Charity Sponsorship & STEM Grant 50,000
    Ontario-Montclair School District
    1500 East 6th Street
    Ontario,CA91764
    None School STEM Grant 1,000
    Our City Forest
    151 West Mission Street 151
    San Jose,CA95115
    None Public Charity General Support 500
    Palmer Independent School District
    112 FM 183 W
    Palmer,TX75152
    None School STEM Grant 4,696
    Penn Griffin School for the Arts
    825 East Washington Street
    High Point,NC27260
    None School STEM Grant 2,000
    Perry Public Schools
    2775 Britton Road
    Perry,MI48872
    None School STEM Grant 2,500
    Potterville Public Schools
    422 N High Street
    Potterville,MI48876
    None School STEM Grant 2,500
    Ralph Bunche Community Foundation
    301 Bunche Avenue
    Glasgow,KY42142
    None PUblic Charity General Support 1,000
    Ramseur Elementary School
    6755 Jordan Road
    Ramseur,NC27316
    None School STEM Grant 2,000
    Randolph County Partnership for Children
    349 Sunset Avenue
    Asheboro,NC27203
    None Public Charity General Support 1,000
    Red Oak Independent School District Education Foundation
    PO Box 9000
    Red Oak,TX75154
    NONE Public Charity STEM Grant 5,000
    Redan Middle School
    1775 Young Road
    Lithonia,GA30058
    NOne School STEM Grant 3,500
    Refugee Development Center
    122 S Pennsylvania Ave
    Lansing,MI48912
    None Public Charity DART to Success program 5,000
    Rice Independent School District
    1302 SW McKinney St
    Rice,TX75155
    None School STEM Grant 5,000
    4 H Club Foundation of Mississippi Inc
    1990 North Bost Drive Suite 403
    Mississippi State,MS39762
    None Public Charity General Support 2,700
    All Faiths Food Bank
    8171 Blaikie Curt
    Sarasota,FL34240
    None Public Charity General support 3,000
    Alzheimer's Association
    225 N Michigan Ave 17th Fl
    Chicago,IL606017633
    None Public Charity Zenith Fellows Program 100,000
    American Cancer Society
    3100 West Rd Bldg 2 Ste 110
    East Lansing,MI48823
    None Public Charity Mason Relay for Life Team 5,000
    American Cancer Society
    4-A Oak Branch Dr
    Greensboro,NC27407
    None Public Charity Randleman Relay for Life 5,000
    American Cancer Society
    8900 Carpenter Freeway
    Dallas,TX75248
    None Public Charity Waxahachie Relay for life team 7,035
    American Cancer Society
    PO Box 869
    Quitman,MS39355
    None Public Charity Quitman's Relay for Life Event (Clark County) 1,000
    American Cancer Society of Hart County
    468 Old Cut Rd
    Mundfordville,KY42765
    None Public Charity Relay for life team 2,500
    American Red Cross-Dallas Area Chapter
    701 W 2nd Ave
    Corsicana,TX75110
    None Public Charity General support 5,000
    American Red Cross-Mid Michigan Chapter
    1800 E Grand River Ave
    Lansing,MI489097601
    None Public Charity General support 75,000
    American River Parkway Foundation Inc
    5700 Arden Way
    Carmichael,CA95608
    None Public Charity Sponsor the 2010 Spring and Fall Cleanup 1,000
    Aurora Public Library Foundation Inc
    1 E Benton St
    Aurora,IL60505
    None Public Charity General support-summer reading program 1,300
    Back to Basics Inc
    13754 Green Tree Trail
    Wellington,FL33414
    None Public Charity General Support 1,000
    Barren County Educational Foundation Inc
    202 W Washington Street
    Glasgow,KY42141
    None Public Charity Graphing calculators for school 5,000
    Barren River Animal Welfare Association
    175 Trojan Trail
    Glasgow,KY42141
    None Public Charity General Support 2,500
    Bridge of Hope Lancaster and Chester Counties
    822 Marietta Ave Ste 20
    Lancaster,PA17603
    None Public Charity General support 5,000
    Burger King Cancer Caring Center
    4117 Liberty Avenue
    Pittsburgh,PA15224
    None Public Charity General support 1,000
    Capital Area Community Services Inc
    1301 Rensen St
    Lansing,MI489102819
    None Public Charity General support 8,000
    Capital Area Down Syndrome Association
    PO Box 25112
    Lansing,MI48909
    None Public Charity General support- Zoo Event 1,000
    Capital Area Literacy Coalition
    1028 E Saginaw St
    Lansing,MI48906
    None Public Charity General support-Literacy Center 18,032
    Capital Area United Way
    1111 Michigan Ave Ste 300
    East Lansing,MI48823
    None Public Charity General support 11,925
    Caverna Elementary School
    1106 North Dixie Hwy
    Cave City,KY42127
    None Sec. 170(c)(1) Playground equipment 5,000
    Central Caribbean Marine Institute
    PO Box 1461
    Princeton,NJ08540
    None Public Charity 2012 Coral Reef Stress Project 68,750
    Child Protection Center Inc
    1750 17th St Building L
    Sarasota,FL34234
    None Public Charity General support 2,000
    Christ's Home
    3182 Lincoln Highway East
    Paradise,PA17562
    None Public Charity General support 5,000
    Christians United Outreach Center
    135 Sunset Avenue
    Asheboro,NC27204
    None Public Charity General support 1,000
    CHUM Therapeutic Riding
    PO Box 14149
    Mason,MI48854
    None Public Charity Sponsor for Event 300
    City of SAn Jose
    200 E Santa Clara Street
    San Jose,CA95113
    None Government Unit Great American Litter Pick Up 500
    Columbia University
    Mail Code 3800
    New York,NY10027
    None Sec. 170(c)(1) Dart Ctr for Journalism & Trauma 1,400,000
    Community Haven for Adults and Children with Disabilities Inc
    4405 DeSoto Rd
    Sarasota,FL34235
    None Public Charity General support 2,000
    Corona-Norco Settlement House Inc
    507 South Vicentia Ave
    Corona,CA92882
    None Public Charity General support 5,000
    Corona-Norco United School District
    2840 Clark Avenue
    Norco,CA92860
    None Public Charity General support - STEM Grants 11,000
    Crispus Attucks Community Center
    407 Howard Ave
    Lancaster,PA17608
    None Public Charity Summer science camp 5,000
    Dansville Schools Education Foundation
    PO Box 202
    Dansville,MI48819
    None Public Charity STEM Grant 3,000
    Deerfield Beach Rotary Fund Inc
    PO Box 100
    Deerfield Beach,FL33443
    None Public Charity General support - Youth Scholarship Program 5,000
    Education Foundation of Sarasota County Inc
    1960 Landings Blvd Ste 326
    Sarasota,FL34231
    None Public Charity General support - TeXcellence computer donation prog 65,000
    Ephrata Community Hospital
    PO Box 1002
    Ephrata,PA17522
    None Public Charity Mammography project 10,000
    EVE Inc
    PO Box 14149
    Lansing,MI48901
    None Public Charity General support 1,000
    Foundation for Teaching Economics
    260 Russell Blvd Suite B
    Davis,CA956163839
    None Public Charity General support 10,000
    Friends of Disabled Adults and Children Too Inc
    4900 Lewis Rd
    Stone Mountain,GA30083
    None Public Charity Durable Medical Equipment Program 10,000
    Friendship Community
    1149 East Oregon Rd
    Lititz,PA17543
    None Public Charity General support 2,100
    Fulton Opera House Foundation
    12 N Prince St
    Lancaster,PA176081865
    None Public Charity General Support 1,000
    Hesed House Inc
    659 South River Street
    Aurora,IL605065551
    None Public Charity General support 2,500
    Highfields Inc
    PO Box 88
    Onondaga,MI49264
    None Public Charity General support - Grants 29,731
    Horses and the Handicapped of South Florida Inc
    PO Box 273542
    Coconut Creek,FL33427
    None Public Charity Equipment and general support 1,000
    Ingham Intermediate School District
    2630 W Howell Rd
    Mason,MI48854
    None Sec. 170(c)(1) General support-CHAMP and MASCOTT programs 500
    ITECLansing
    1614 E Kalamazoo St
    Lansing,MI48912
    None Public Charity General support 15,000
    John Jay College Foundation Inc
    899 Tenth Ave
    New York,NY10019
    None Public Charity Academy of Critical Incident Analysis 250,000
    Junior Achievement of Central PA
    1322 Loop Rd
    Lancaster,PA17601
    None Public Charity STEM Grant 4,350
    Junior Achievement of Mid Michigan
    600 W Saint Joseph St 2-G
    Lansing,MI48933
    None Public Charity General support 15,000
    Juvenile Diabetes Research Foundation
    24359 Northwestern Hwy Ste 225
    Southfield,MI48075
    None Public Charity Walk to cure diabetes 6,000
    Kids Hope USA
    100 S Pine Ste 280
    Zeeland,MI49464
    None Public Charity General support 5,000
    Kids Repair Program
    5815 Wise Rd
    Lansing,MI48911
    None Public Charity General support 500
    Lancaster County Career & Technology Foundation
    1730 Hans Herr Dr
    Willow Street,PA17584
    None Public Charity General support-scholarship program 7,500
    Lancaster Farmland Trust
    125 Lancaster Ave
    Strasburg,PA71579
    None Public Charity General support 1,000
    Lancaster Symphony Orchestra
    PO Box 1281
    Lancaster,PA176081281
    None Public Charity Sound Discovery Community Engagement Program 2,500
    Lansing Community College Foundation
    520 N Capitol Ave
    Lansing,MI489017210
    None Public Charity Capital campaign- Health & Human Services Career Bld, STEM Grant 55,030
    Lansing School District
    519 W Kalamazoo St
    Lansing,MI48933
    None Sec. 170(c)(1) INSIGHTS program 7,250
    Literacy Council of Lancaster-Lebanon
    38 West King St
    Lancaster,PA17603
    None Public Charity "Buck A Book" event 1,250
    Lodi Adopt-A-Child Inc
    PO Box 2479
    Lodi,CA952412479
    None Public Charity Christmas with Santa 1,500
    Lodi Public Library Foundation
    201 W Locust St
    Lodi,CA95240
    None Public Charity Structural upgrades 2,500
    March of Dimes Foundation
    160 S Progress Ave Ste 1A
    Harrisburg,PA17109
    None Public Charity General support - March for Babies 3,941
    Mason Public Schools Foundation
    118 W Oak St
    Mason,MI48854
    None Sec. 170(c)(1) General support 5,000
    Mayor's Feed the Hungry Program Inc
    PO Box 1992
    Sarasota,FL342304068
    None Public Charity General support 3,000
    Maypearl High School
    600 Phillips St
    Maypearl,TX76064
    None Sec. 170(c)(1) General support and science equipment 3,000
    Michigan Council on Economic Education
    41500 Garden Brook
    Novi,MI48375
    None Public Charity General support 5,000
    Michigan State University
    300 Spartan Way
    East Lansing,MI488241005
    None Sec. 170(c)(1) Michigan Science Olympiad state tournament 55,000
    Michigan State University-Dept of Mechanical Engineering
    1410 Engineering Building
    East Lansing,MI488241226
    None Sec. 170(c)(1) Dart Day of Engineering Innovation and Creativity 10,000
    Mid-Michigan Food Bank
    2116 Mint Rd
    Lansing,MI48906
    None Pub. Charity. Rev.Pr General support 2,000
    Mote Marine Laboratory
    1600 Kent Thompson Parkway
    Sarasota,FL34236
    None Pulbic Charity General support - study of climate change on coral r 90,000
    Mutual Ground Inc
    PO Box 843
    Aurora,IL60507
    None Public Charity General support 2,500
    Navarro College Foundation Inc
    3100 W Collin St
    Corsicana,TX75110
    None Public Charity Scholarship fund 8,000
    Nieman Foundation at Harvard University
    One Francis Ave
    Cambridge,MA02138
    None Public Charity General support - Journalism 50,000
    Old Town Business & Art Development Assn
    1210 Turner St
    Lansing,MI48906
    None Public Charity Lansing's Jazz Fest 2010 1,000
    Pennsylvania Breast Cancer Coalition
    344 N Reading Road
    Ephrata,PA17522
    None Public Charity General support - Breast Cancer Sponsoship 2010 1,000
    Peppermint Ridge
    825 Magnolia Avenue
    Corona,CA92879
    None Gross Receipts org 5 Riding Scholarships 2,500
    Quitman High School
    201 South Jackson Avenue
    Quitman,MS39355
    None School Chemistry Lab 3,000
    Randolph County Family Crisis Center
    PO Box 2161
    Asheboro,NC27204
    None Public Charity General support 1,000
    Randolph County Senior Adults Association Inc
    PO Box 1852
    Asheboro,NC27204
    None Public Charity Meals on Wheels, Active Living 4,000
    Randolph Technical College Foundation Inc
    PO Box 1009
    Asheboro,NC27204
    None Public Charity Scholarships 4,000
    Safe Place and Rape Crisis Center Inc
    2139 Main St
    Sarasota,FL34237
    None Public Charity General support 1,000
    Salvation Army - Sarasota FL
    PO Box 2792
    Sarasota,FL342302792
    None Public Charity General support 3,000
    Shalom Partnership of Lancaster Inc
    450 E Strawberry St
    Lancaster,PA176022790
    None Public Charity Tutorial program 4,000
    Simple Acts of Kindness Inc
    220 Deininger Circle
    Corona,CA92880
    None Public Charity World Kindness Youth Conference 2,500
    Southside Community Kitchen
    PO Box 80844
    Lansing,MI498080844
    None Public Charity General support 2,500
    Sparrow Foundation
    1110 E Michigan Ave
    Lansing,MI489097980
    None Public Charity Capital campaign-new stroke center 50,000
    United Way of Lancaster County
    630 Janet Avenue
    Lancaster,PA176014589
    None Public Charity General support 20,998
    Upper Leacock Fire Company
    PO Box 335
    Leola,PA175400335
    None Sec. 170(c)(1) General support 5,000
    Virginia Mason Medical Center
    PO Box 900 M10-PSY
    Seattle,WA981110900
    None Public Charity Dart Society 75,000
    Virginia Mason Medical Center
    PO Box 900 M10-PSY
    Seattle,WA981110900
    None Public Charity Media Innovations 50,000
    Virginia Mason Medical Center
    PO Box 900 M10-PSY
    Seattle,WA981110900
    None Public Charity Support Mason/Dart Trauma Project 80,000
    Volunteers of America of Michigan
    430 North Larch St
    Lansing,MI48912
    None Public Charity New Hope Day Shelter Program 25,000
    Water Street Health Services
    PO Box 7267
    Lancaster,PA17604
    None Public Charity Medical Clinic 10,000
    WKAR - TV 23
    212 Comm Arts Bldg
    East Lansing,MI48824
    None School Underwrite Cyberchase for 52 weeks 5,250
    WLOC Clothes for Kids Inc
    PO Box 98
    Horse Caye,KY42749
    None Public Charity General support and clothing 1,500
    Women in Distress of Broward County Inc
    PO Box 676
    Ft Laurderdale,FL33302
    None Public Charity General support - children's prorgam 2,500
    Young Caymanian Leaders Foundation Limited
    PO Box 30563SMB
    Grand Cayman   KY1-1106
    CJ
    None Pub. Charity. Rev.Pr Sponsor Young Caymanian Leaders Program 24,390
    YWCA of Lancaster
    110 N Lime St
    Lancaster,PA176022790
    None Public Charity Race initiatives 3,000
    Ringling College of Art and Design
    2700 Tamiami Trail
    Sarasota,FL34234
    None School Restore Saratoga High School 50,000
    Riverside Unified School District
    4795 Magnolia AVenue
    Riverside,CA92506
    None School STEM Grant 1,000
    Rochester Middle School
    9937 HWY 12 SW
    Rochester,WA98579
    None School STEM Grant 2,500
    SACA Development Corporation
    453 S Lime St Suite A
    Lancaster,PA17602
    None Public Charity STEM Grant 5,000
    Sarasota Memorial Healthcare Foundation
    1515 S Osprey Ave B4
    Sarasota,FL34239
    None Public Charity NICU 25,000
    Sikes Elementary School
    2727 Shepherd
    Lakeland,FL33811
    NOne School STEM Grant 3,000
    SIRENEaton Shelter Inc
    245 S Cochran
    Charlotte,MI48813
    None Public Charity General Support 1,000
    South Broward High School
    1901 N Federal Highway
    Hollywood,FL33020
    None School STEM Grant 3,500
    South Florida Baptist Hospital Foundation
    301 N Alexander Street
    Plant City,FL33563
    None Public Charity Lights of Love Program 250
    Southswestern Randolph Middle School
    1509 Hopewell Friends Road
    Asheboro,NC27204
    None School STEM Grant 2,000
    Stockbridge High School
    416 N Clinton
    Stockbridge,MI49285
    None School STEM Grant 5,000
    Summer Shade Elementary School
    235 Nobob/Summer Shade Road
    Summer Shade,KY42166
    None School STEM Grant 2,000
    Summersville Volunteer Fire Department
    6054 Hodgenville Road
    Greenburg,KY42743
    None Government Unit Addition 2,000
    The Center for Courageous Kids
    1501 Burnley rd
    Scottsville,KY42164
    None Public Charity General Support 4,000
    The Lancaster Foundation for Educational Enrichment
    445 N Reservoir Street
    Lancaster,PA17602
    None PUbic Charity STEM Grant 2,488
    Thompson Middle School
    24040 Hayes Avenue
    Murrieta,CA92562
    None School STEM Grant 1,000
    Totally Committed Ministries
    PO Box 1851
    Asheboro,NC27204
    None Public Charity General Support 2,000
    Veterans First
    1540 East Edinger Ave Suite D
    Santa Ana,CA92705
    None Public Charity Improvements 2,900
    Walden Lake Elementary School
    2800 Turkey Creek Road
    Plant City,FL33566
    None School STEM Grant 1,000
    Waxahachie Global High PTO Inc
    600 W 2nd Street
    Waxahachie,TX75165
    None Public Charity STEM Grant 5,000
    Williamston Schools Foundation
    3939 Vanneter Road
    Williamston,MI48895
    None School STEM Grant 4,000
    World of Wonders Science Museum Inc
    2 NOrth Sacramento Street
    Lodi,CA95240
    None Public Charity STEM Grant 2,500
    YMCA of San Diego County
    3601 Arey Drive
    San Diego,CA92154
    None Public Charity General Support 1,000
    YMCA of Lansing MI
    119 N Washington Square
    Lansing,MI48399
    None Public Charity STEM Grant 800
    California League of Conservation Voters Ed Fund (prior year check deleted)
    6310 San Vicente Blvd 425
    Los Angeles,CA90048
    None Public Charity General Support -5,000
    Total .................................bullet 3a 3,765,303
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 84  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 84 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1384
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    Dart Foundation
    fka Solid Waste Management Foundation
    Employer identification number

    38-2849841
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Dart Foundation
    fka Solid Waste Management Foundation
    Employer identification number

    38-2849841
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    William and Claire Dart Foundation    
    500 Hogsback Rd
       
    Mason, MI   48854

    $4,167,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Dart Foundation
    fka Solid Waste Management Foundation
    Employer identification number

    38-2849841
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Dart Foundation
    fka Solid Waste Management Foundation
    Employer identification number

    38-2849841
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  

    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 InvestmentsOtherSchedule2
    Name:
    Dart Foundation
    fka Solid Waste Management Foundation
    EIN: 38-2849841
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RBC MM AT COST 458,679 458,679

    TY 2011 OtherExpensesSchedule
    Name:
    Dart Foundation
    fka Solid Waste Management Foundation
    EIN: 38-2849841
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State of Mich. filing fees 20 0   20
    Professional exp reimbursement 2,200 0   2,200
    Council of Michigan Foundations Dues 4,700 0   4,700


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Dart Foundation
    fka Solid Waste Management Foundation
    EIN: 38-2849841
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Professors to educate & admin grants 60,000 0   60,000
    secretarial fees 2,400 0   2,400


    TY 2011 SubstantialContributorsSch
    Name:
    Dart Foundation
    fka Solid Waste Management Foundation
    EIN: 38-2849841
    Name Address
    William & Claire Dart Foundation
     
    500 Hogsback Rd
    Mason,MI48854