2023-11-08T16:29:19-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 832115462 ROBERT F STONE FOUNDATION AKA Bobby Stone Foundation % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Thomas Hopper President 8008391754 2023-11-02 true Thomas Hopper 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 19561469 X 368878 4372 4372 313656 313656 704581 6986143 826096 238869 238869 1630356 1382993 119167 119167 9116 9116 500 0 0 500 94224 92724 1500 32496 4762 766 766 59890 1108 58782 316159 98594 0 189831 2539413 2539413 2855572 98594 0 2729244 -1225216 1284399 545429 1391366 1391366 62547 1592889 1593529 17697177 14146236 16546198 86242 35688 30376 18391395 17166179 19561469 0 0 X 18391395 17166179 18391395 17166179 18391395 17166179 18391395 -1225216 17166179 17166179 Publicly-traded Securities 6986143 6160047 826096 826096 826096 17853 17853 17853 12700 0 5600 18300 X 0 447 447 false false false false false false false true true TN true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Danna Bailey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 David Brock Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Thomas H Hopper Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres 1.0 0 0 0 Bryan Patten Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Michael Pollock Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 92500 0 0 Keith Sanford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Lee Towery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 26667 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 58031 Patten & Patten Inc 555 WALNUT ST STE 260 CHATTANOOGA TN 37402 Investment MGMT 55491 19718381 1302124 0 21020505 0 21020505 315308 20705197 1035260 1035260 17853 17853 1017407 1017407 1017407 2729244 0 0 0 0 2729244 1017407 2020 2019 2018 359319 165726 1230984 1756029 2729244 1017407 1711837 3467866 0 3467866 359319 165726 1230984 1711837 NONE X A STEP AHEAD FOUNDATION CHATTANOOGA INC 850 MARKET ST STE 228 CHATTANOOGA TN 37402 N/A PC General & Unrestricted 34000 ALICE FUND 310 CHEROKEE BLVD CHATTANOOGA TN 37405 N/A PC General & Unrestricted 1000 ALICE FUND 310 CHEROKEE BLVD CHATTANOOGA TN 37405 N/A PC Charitable Event 750 ANIMAL CARE TRUST 4500 N ACCESS RD CHATTANOOGA TN 37415 N/A PC Giving Tuesday 5000 ANIMAL CARE TRUST 4500 N ACCESS RD CHATTANOOGA TN 37415 N/A PC Adoption Fees supplement for adoption event 1500 ASSOCIATION FOR VISUAL ARTISTS 30 FRAZIER AVE STE A CHATTANOOGA TN 37405 N/A PC Charitable Event 30000 BOYS AND GIRLS CLUBS OF CHATTANOOGA 1307 E MAIN ST STE 101 CHATTANOOGA TN 37404 N/A PC For Educational Programming 50000 BUILDING & CONSTRUCTION WORKFORCE CENTER 1601 GULF ST STE 300 CHATTANOOGA TN 37408 N/A PC Construction Career Center 200000 Calvin Donaldson Environmental Science Academy 927 W 37TH ST Chattanooga TN 37410 N/A GOV General & Unrestricted 1000 Calvin Donaldson Environmental Science Academy 927 W 37TH ST Chattanooga TN 37410 N/A GOV The Care Closet 1000 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC Day Care Center Expansion and General Operating Fund 100000 CHATTANOOGA AREA FOOD BANK INC 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PC General & Unrestricted 52000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 2500 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC STAGES Adult Transition Program 25000 CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION 345 FRAZIER AVE UNIT 205 CHATTANOOGA TN 37405 N/A PC Howard High School Baseball Fund 25000 CHATTANOOGA CHRISTIAN SCHOOL INC 3354 CHARGER DR CHATTANOOGA TN 37409 N/A PC The Learning Center 75000 CHATTANOOGA CHURCH MINISTRIES INC PO BOX 11203 CHATTANOOGA TN 37401 N/A PC To purchase Warm clothing, toys and backpacks for McClellan Family Shelter residents 2500 CHATTANOOGA CHURCH MINISTRIES INC PO BOX 11203 CHATTANOOGA TN 37401 N/A PC General & Unrestricted 2000 CHATTANOOGA DOWN SYNDROME SOCIETY PO BOX 4891 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 500 CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC 1500 CHESTNUT ST STE 102 CHATTANOOGA TN 37408 N/A PC Employer-Based Small Loan Project 50000 CHATTANOOGA ROOM IN THE INN INC 230 N HIGHLAND PARK AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION 4501 AMNICOLA HWY CHATTANOOGA TN 37406 N/A PC Workforce Training Solutions Scholarship fund 34180 CHURCH OF THE GOOD SHEPHERD 211 FRANKLIN RD LOOKOUT MOUNTAIN TN 37350 N/A PC Outreach Haiti 2000 COLAB 110 SOMERVILLE AVE CHATTANOOGA TN 37405 N/A PC Kiva Program Operations and Kiva Investment Fund 65000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Annual support for Bridge Scholars of Chattanooga 20000 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 2500 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC Ignite Discovery 75000 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC Howard Connect, Howard High Multi-media Education Programming 100000 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC Charitable Event 10000 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC Year end staff bonuses 2000 ENTERPRISE CENTER INC 1100 MARKET ST STE 500 CHATTANOOGA TN 37402 N/A PC Student stipends and technology components of the Workforce Solutions program in conjunction with Chattanooga State Community College 27800 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE110 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 1000 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE110 CHATTANOOGA TN 37411 N/A PC Girls, Inc. Experience Programming 20000 GREENSPACES 63 E MAIN ST CHATTANOOGA TN 37408 N/A PC Build It Green and Pathways out of Poverty 50000 HABITAT FOR HUMANITY OF GREATER CHATTANOOGA 1201 E MAIN ST CHATTANOOGA TN 37408 N/A PC General & Unrestricted 44800 HELP RIGHT HERE 921 DUNSINANE RD SIGNAL MOUNTAIN TN 37377 N/A PC Year end staff bonus 1000 HUNTER MUSEUM OF ART 10 BLUFF VIEW ST CHATTANOOGA TN 37403 N/A PC Charitable Event 1000 KARIS COMMUNITY HEALTH 254 BROAD ST SW CLEVELAND TN 37311 N/A PC General & Unrestricted 2500 LA PAZ DE DIOS 809 S WILLOW ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 LAND TRUST FOR TENNESSEE INC 4000 FRANKLIN PIKE NASHVILLE TN 37204 N/A PC General & Unrestricted 2000 LAND TRUST FOR TENNESSEE INC 4000 FRANKLIN PIKE NASHVILLE TN 37204 N/A PC Support for Southeast Office 1500 LAUNCH PAD 617 MARLBORO AVE CHATTANOOGA TN 37412 N/A PC General & Unrestricted 1000 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 76 LOOKOUT MOUNTAIN TN 37350 N/A PC General & Unrestricted 6000 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC General & Unrestricted 3000 MAKE A WISH FOUNDATION OF EAST TENNESSEE INC 6700 BAUM DRIVE STE 7 KNOXVILLE TN 37919 N/A PC General & Unrestricted 1000 MARY CAMERON ROBINSON FOUNDATION 1400 MCCALLIE AVE STE 210 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1500 MEDICOS MISSION FUND 1300 E 23RD ST CHATTANOOGA TN 37404 N/A PC Behavioral Health, Dentistry, Obstetrics Capital Campaign 100000 MONTESSORI ELEMENTARY AT HIGHLAND PARK PO BOX 3804 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 NEWTON CHILD DEVELOPMENT CENTER 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC to purchase Christmas Gifts and Toys for students and staff 2500 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 1000 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 N/A PC Northside Neighborhood Stability Program 50000 POP-UP PROJECT 1602 ARAPAHO DR SODDY DAISY TN 37379 N/A PC General Operations 25000 PREP PUBLIC SCHOOLS 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 PREP PUBLIC SCHOOLS 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC College Prep Program 75000 RED BANK LIONS CHARITY 3704 DAYTON BLVD CHATTANOOGA TN 37415 N/A PC General & Unrestricted 300 SAINT NICHOLAS SCHOOL INC 7525 MIN TOM DR CHATTANOOGA TN 37421 N/A PC Annual Fund 2000 SARAH CARLISLE TOWERY ART COLONY ON LAKE MARTIN PO BOX 204 ALEX CITY AL 35011 N/A PC General & Unrestricted 750 SCENIC DADE DEVELOPMENT COMPANY PO BOX 724 TRENTON GA 30752 N/A PC Tristate Heritage Arts and Culture Coalition mural in Trenton, GA city park 1000 SIGNAL CENTERS INC 109 N GERMANTOWN RD CHATTANOOGA TN 37411 N/A PC Dolly Parton Imagination Library 30000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC Financial Aid Assistance Program 50000 SONGBIRDS FOUNDATION INC 1407 MARKET ST STE A CHATTANOOGA TN 37402 N/A PC Music Therapy Program 25000 SOUNDCORPS INC 301 E 11TH ST STE 300 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 30000 SOUTH WINGS INC 35 HAYWOOD ST STE 201 ASHEVILLE NC 28801 N/A PC General & Unrestricted 500 SOUTHEAST COMMUNITY CAPITAL CORPORATION 201 VENTURE CIR NASHVILLE TN 37228 N/A PC Chattanooga-Based CDFI 50000 SOUTHSIDE YOUTH DEVELOPMENT INC PO BOX 227 CHATTANOOGA TN 37401 N/A PC Emma Wheeler Homes Baseball and Youth Programming 20000 SPCA OF BRADLEY COUNTY TN 1570 JOHNSON BLVD SE CLEVELAND TN 37311 N/A PC General & Unrestricted 3000 SURVIVOR FITNESS FOUNDATION 1418 PENROSE TERRACE LN KNOXVILLE TN 37923 N/A PC General & Unrestricted 1000 T Jackson 1318 Highland Rd Chattanooga TN 37415 NONE I Short-term Emergency Assistance Grant 6500 TENNESSEE HUMANE ANIMAL LEAGUE 5975 DAYTON BLVD CHATTANOOGA TN 37415 N/A PC General & Unrestricted 1000 TENNESSEE RIVER GORGE TRUST INC 1214 DARTMOUTH ST CHATTANOOGA TN 37405 N/A PC General & Unrestricted 1000 THE BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PC Joli Anderson Scholarship Fund 5000 THE HELEN ROSS MCNABB CENTER 200 TECH CENTER DR KNOXVILLE TN 37912 N/A PC Chattanooga Preschool 30000 THE HELEN ROSS MCNABB CENTER 200 TECH CENTER DR KNOXVILLE TN 37912 N/A PC Chattanooga Therapeutic Preschool 3500 The Howard School 2500 S MARKET ST Chattanooga TN 37408 N/A GOV to purchase equipment for the basketball and football programs 5000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC The Tivoli Theatre and Performance Arts Center Renovation Project 750000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC General & Unrestricted 5000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC The Tivoli Theatre and Performance Arts Center Renovation Project 50000 THE URBAN LEAGUE OF GREATER CHATTANOOGA INC 401 EAST MLK BLVD STE 301 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 2500 TRUST FOR PUBLIC LAND - TENNESSEE PO BOX 3240 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1500 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC General & Unrestricted 35000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC Bridge Chattanooga program 1500 UNIVERSITY OF CHATTANOOGA FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 N/A PC UTC Athletics 500 WAUHATCHIE SCHOOL 403 GARDEN RD CHATTANOOGA TN 37419 N/A PC Forest School Scholarship fund for under-resourced children 18333 WELCOME HOME OF CHATTANOOGA PO BOX 4247 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 500 WOMENS FUND OF GREATER CHATTANOOGA 5715 UPTAIN RD STE 300 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 5000 2539413 14 4372 14 313656 18 704581 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 14 238869 1261478 1261478 false false false false false false false false false false X X 1 Estate of Robert Stone 1011 Kendale Drive WinstonSalem NC 27104 368878 X General Consultations 500 500 APPLE INC NOTE - 2.400% - 05/0 10170 9914 CITIGROUP INC - 4.000% - 08/05 5351 4910 MCDONALDS - 5.700% - 02/01/203 20167 15552 ACCENTURE PLC 192649 256166 ADOBE SYSTEMS, INC 145977 143025 ADVANCED MICRO DEVICES INC 101131 131094 ALPHABET INC CL A 152692 185283 ALPHABET INC CL C 296669 230698 AMAZON COM 113364 100800 AMERICAN EXPRESS CO 201778 274076 APPLE INC 320520 535312 BRISTOL-MYERS SQUIBB CO 78720 76987 CANADIAN NATURAL RESOURCES LTD 198902 257659 CHARLES SCHWAB CORP 353059 361348 CONOCOPHILLIPS 234721 547520 COSTCO WHOLESALE CORPORATION 301403 429110 DEERE CO 133594 347296 DELTA AIR LINES INC 243477 218848 DEXCOM, INC 52364 101916 EDWARDS LIFESCIENCES 339203 341341 ELI LILLY & CO 259600 369498 EXACT SCIENCES CORPORATION 97045 51986 FEDEX CORPORATION 206215 180128 GOLDMAN SACHS STRATEGIC INC IN 351775 326572 HOME DEPOT INC 380144 524328 HONEYWELL INTL 272212 348238 INTUIT 193438 272454 JP MORGAN CHASE 293995 293009 JP MORGAN STRATEGIC INCOME OPP 853689 844591 LOCKHEED MARTIN CORP 234791 325948 LOUISIANA PACIFIC CP 216413 201872 MARSH AND MCLENNAN COMPANIES I 253959 273042 MCCORMICK & CO 289776 287628 MERCK & CO INC 96566 124819 MICROSOFT CORP 426422 623532 NIKE INC-CL B 206918 238349 NVIDIA CORP 92589 217749 PARK HOTELS & RESORTS INC 166965 108940 PAYPAL HOLDINGS, INC 377424 192294 PEPSICO INC 259682 278216 PLANET FITNESS INC 171302 191090 PROCTER GAMBLE CO 264021 312971 PROGRESSIVE CORP OHIO 196043 342175 PULTE GROUP INC 145779 165046 S&P GLOBAL INC COM 351142 267952 SCHLUMBERGER LTD 254543 247520 SMITH A O CORP DEL COM 168403 200340 TARGET CORPORATION 116577 149040 TELEDYNE TECH INC 245827 305931 TEXAS INSTRUMENTS INC 216889 279222 THERMO FISHER SCIENTIFIC INC 182118 305633 TJX COMPANIES INC 124690 159200 TRACTOR SUPPLY CO COM 95188 236219 UNION PACIFIC 257336 298181 UNITEDHEALTH GROUP INC 251130 323410 VANGUARD SHORT TERM CORPORATE 850995 785735 VISA INC 280583 298136 WAL-MART STORES INC 149335 184327 WALT DISNEY HOLDINGS CO 141224 104256 WASTE MANAGEMENT INC 304940 310622 XYLEM INC 151877 201790 ZOETIS INC 236453 255730 1592889 1593529 Administrative Fees 58031 58031 Bank Charges 60 60 Payroll Processing Fees 619 619 Postage/Delivery Service 92 92 State or Local Filing Fees 20 20 Website Hosting/Support 20 20 K-1 EXP ESTATE OF ROB F. STONE 1048 1048 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 238869 238869 Investment Management Services 92724 92724 Philanthropic Consulting Srvcs 1500 1500 990-PF Estimated Tax for 2022 12700 990-PF Excise Tax for 2021 6834 990-PF Extension for 2021 8200 Foreign Tax Paid 4762 4762