Jon and Katherine Dart

SAN JOSE, CA EIN: 77-0536934

Jon and Katherine Dart is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $926K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $24K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$926K

-4.7% YoY

Annual Giving

$50K

-31.5% YoY

Grant Count

1

-80.0% YoY

Avg Grant Size

$50K

+242.5% YoY

Under IRS private-foundation payout rules, Jon and Katherine Dart reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.

About Jon and Katherine Dart

Based on IRS filings

Jon and Katherine Dart is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $926K in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $24K.

Ready to take the next step with Jon and Katherine Dart?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

Albert LeaArlingtonBostonHagerstownMenlo ParkNew YorkNovatoOaklandSan FranciscoSan JoseWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$84K$126K$167K20202021202220232024
Metric202420232022
Total Assets$926,196$971,757$994,996
Revenue$23,492$63,433$89,580
Expenses$70,053$86,672$69,381
Qualifying Distributions$59,450$76,950$58,994
Net Investment Income$24,134$54,264$78,792
Distributable Amount$66,274$60,488$62,639

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$37K$55K$73K10 grants202012 grants202113 grants20225 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CERITY PARTNERS FOUNDATI…$50K

Grant Size Distribution

41 grants across all recorded years

39<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cerity Partners Foundation Fbo Jon & Katherine Dart Donor Advised Fund ($50,000).

RecipientPurposeAmount
CERITY PARTNERS FOUNDATION FBO JON & KATHERINE DART DONOR ADVISED FUND NOVATO, CAGENERAL CHARITABLE PURPOSES$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JON DARTPRESIDENT, DIRECTOR1
KATHERINE DARTSECRETARY, TREASURER, DIRE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jon and Katherine Dart?

Jon and Katherine Dart is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN JOSE, CA. It holds $926K in total assets as of 2024.

How large is Jon and Katherine Dart?

As of 2024, Jon and Katherine Dart holds $926K in total assets with $23K in annual revenue. It awarded 1 grants totaling $50K in 2024.

Where does Jon and Katherine Dart operate?

Jon and Katherine Dart has awarded grants in California, District of Columbia, Massachusetts, Maryland, Minnesota, New York, Virginia.

What size grants does Jon and Katherine Dart award?

In 2024, Jon and Katherine Dart awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Jon and Katherine Dart required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jon and Katherine Dart reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jon and Katherine Dart's EIN?

Jon and Katherine Dart's EIN (Employer Identification Number) is 77-0536934. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Jon and Katherine Dart's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Jon and Katherine Dart on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities