ROBERT F STONE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT F STONE FOUNDATION (EIN 83-2115462)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101204
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832115462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert F Stone Foundation AKA Bobby Stone | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Hopper | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,347,055 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,060 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,060 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $457,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,252,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,620,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,359,964 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,718,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,826,518 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $92,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,926 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,926 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $118,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,392 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,773 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $765 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $51,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $305,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,834,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,834,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,139,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,986,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,420,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,702,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $416,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,020,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,020,882 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,786 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,385,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,398,011 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,416,501 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,089,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,058,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,894,462 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,167 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,210 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $20,918,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,497,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,347,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,918,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,497,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,918,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,497,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,918,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,497,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,918,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,420,973 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,497,877 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,497,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $10,620,473 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,260,509 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,359,964 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,359,964 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,359,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,563 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,563 | SubtotalAmt |
| Tax Based On Investment Income | $37,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $38,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $837 | OverpaymentAmt |
| Applied To ES Tax | $837 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | 40.0 | $92,500 | $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 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bowen Hanes & Co | |||||
| 135 Professional Dr Ste 103 | PONTE VEDRA BEACH | FL | 32082 | Investment Mgmt | $65,212 |
| Patten & Patten Inc | |||||
| 555 Walnut St Ste 280 | CHATTANOOGA | TN | 374021713 | Investment Mgmt | $53,180 |
| Foundation Source | |||||
| 55 Walls Drive Ste 302 | Fairfield | CT | 06824 | Administrative | $50,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,223,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $747,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,971,103 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,971,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $434,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,536,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,426,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,426,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,563 | TotalTaxAmt |
| Distributable Before Adj | $1,389,264 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,389,264 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,389,264 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,986,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,986,342 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,389,264 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $359,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,230,984 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,711,837 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,773,730 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,241,596 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,986,342 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,389,264 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,597,078 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,838,674 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $359,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,479,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,726 | ExcessFromYear4Amt |
| Excess From Year3 | $1,230,984 | ExcessFromYear3Amt |
| Excess From Year2 | $1,711,837 | ExcessFromYear2Amt |
| Excess From Year1 | $1,773,730 | ExcessFromYear1Amt |
| Excess From Current Year | $2,597,078 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A STEP AHEAD FOUNDATION CHATTANOOGA INC | |||||||
| 850 MARKET ST STE 228 | CHATTANOOGA | TN | 37402 | N/A | PC | General & Unrestricted | $6,000 |
| ALICE FUND | |||||||
| 310 CHEROKEE BLVD | CHATTANOOGA | TN | 37405 | N/A | PC | General & Unrestricted | $1,000 |
| ALICE FUND | |||||||
| 310 CHEROKEE BLVD | CHATTANOOGA | TN | 37405 | N/A | PC | Charitable Event | $800 |
| ANIMAL CARE TRUST | |||||||
| 4500 N ACCESS RD | CHATTANOOGA | TN | 37415 | N/A | PC | MAC CARES Center | $5,000 |
| ANIMAL CARE TRUST | |||||||
| 4500 N ACCESS RD | CHATTANOOGA | TN | 37415 | N/A | PC | General & Unrestricted | $500 |
| ASSOCIATION FOR VISUAL ARTISTS | |||||||
| 30 FRAZIER AVE STE A | CHATTANOOGA | TN | 37405 | N/A | PC | Charitable Event | $15,000 |
| BE THE CHANGE YOUTH INITIATIVE | |||||||
| 1509 E 14TH ST | CHATTANOOGA | TN | 37404 | N/A | PC | Charitable Event | $2,500 |
| BETTERFI | |||||||
| PO BOX 27 | COALMONT | TN | 37313 | N/A | PC | To support Betterfi expansion into the Chattanooga/Hamilton County Market | $200,000 |
| BOYS AND GIRLS CLUBS OF CHATTANOOGA | |||||||
| 1307 E MAIN ST | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS AND GIRLS CLUBS OF CHATTANOOGA | |||||||
| 1307 E MAIN ST | CHATTANOOGA | TN | 37404 | N/A | PC | Great Futures College Apprentice Program | $75,000 |
| BRIDGE CITY COMMUNITY | |||||||
| 3300 BRANNON AVE | CHATTANOOGA | TN | 37407 | N/A | PC | Showered with Hope Project | $30,000 |
| BRIDGE CITY COMMUNITY | |||||||
| 3300 BRANNON AVE | CHATTANOOGA | TN | 37407 | N/A | PC | Charitable Event | $2,500 |
| CAFE 1040 INC | |||||||
| 1431 CAPITAL AVE STE 117 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $1,000 |
| Calvin Donaldson Environmental Science Academy | |||||||
| 927 W 37TH ST | Chattanooga | TN | 37410 | N/A | GOV | Chess club for students | $972 |
| CATALYST SPORTS INC | |||||||
| 2020 HOWELL MILL RD NW STE D560 | ATLANTA | GA | 30318 | N/A | PC | Chattanooga Program | $1,500 |
| CHAMBLISS CENTER FOR CHILDREN | |||||||
| 315 GILLESPIE RD | CHATTANOOGA | TN | 37411 | N/A | PC | Building Futures Campaign | $166,667 |
| CHATT FOUNDATION | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37401 | N/A | PC | To purchase Warm clothing, toys, backpacks for children and families | $5,000 |
| CHATT FOUNDATION | |||||||
| PO BOX 11203 | CHATTANOOGA | TN | 37401 | N/A | PC | "A Seat at the Table" Capital Campaign | $50,000 |
| CHATTANOOGA AREA FOOD BANK INC | |||||||
| 2009 CURTAIN POLE RD | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $100,000 |
| CHATTANOOGA AREA FOOD BANK INC | |||||||
| 2009 CURTAIN POLE RD | CHATTANOOGA | TN | 37406 | N/A | PC | Food As A Verb Fund | $25,000 |
| CHATTANOOGA AUTISM CENTER | |||||||
| 1400 MCCALLIE AVE STE 100 | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,000 |
| CHATTANOOGA AUTISM CENTER | |||||||
| 1400 MCCALLIE AVE STE 100 | CHATTANOOGA | TN | 37404 | N/A | PC | In support of both the Autism Resource program and salary support for clinical assessment position | $50,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD ST STE 100 | CHATTANOOGA | TN | 37402 | N/A | PC | Chattanooga 2.0 - Chattanooga Futures Fund | $50,000 |
| CHATTANOOGA CHAMBER FOUNDATION | |||||||
| 811 BROAD ST STE 100 | CHATTANOOGA | TN | 37402 | N/A | PC | Chattanooga Future Fund - Chatt 2.0 | $2,500 |
| CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION | |||||||
| 345 FRAZIER AVE UNIT 205 | CHATTANOOGA | TN | 37405 | N/A | PC | Howard High School Baseball Fund | $50,000 |
| CHATTANOOGA CHRISTIAN SCHOOL INC | |||||||
| 3354 CHARGER DR | CHATTANOOGA | TN | 37409 | N/A | PC | The Learning Center | $1,000 |
| CHATTANOOGA FOOD CENTER | |||||||
| PO BOX 4093 | CHATTANOOGA | TN | 37405 | N/A | PC | Chattanooga Food Center Fund | $50,000 |
| CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC | |||||||
| 1802 BAILEY AVE | CHATTANOOGA | TN | 37404 | N/A | PC | CGLA Afterschool and Summer Programs | $50,000 |
| CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC | |||||||
| 1802 BAILEY AVE | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $3,500 |
| CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC | |||||||
| 1500 CHESTNUT ST STE 102 | CHATTANOOGA | TN | 37408 | N/A | PC | CNE Homes Project | $250,000 |
| CHATTANOOGA REGIONAL HOMELESS COALITION INC | |||||||
| 5751 UPTAIN RD | CHATTANOOGA | TN | 37411 | N/A | PC | Flexible Housing Fund | $100,000 |
| CHATTANOOGA ROOM IN THE INN INC | |||||||
| 230 N HIGHLAND PARK AVE | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,000 |
| CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION | |||||||
| 4501 AMNICOLA HWY | CHATTANOOGA | TN | 37406 | N/A | PC | Chattanooga State's Child Development Center enrollment expansion project | $40,000 |
| CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION | |||||||
| 620 LINDSAY ST 210 | CHATTANOOGA | TN | 37403 | N/A | PC | General & Unrestricted | $2,500 |
| CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION | |||||||
| 620 LINDSAY ST 210 | CHATTANOOGA | TN | 37403 | N/A | PC | Rebuilding and Debt Relief | $177,000 |
| CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION | |||||||
| 620 LINDSAY ST 210 | CHATTANOOGA | TN | 37403 | N/A | PC | BSF Music Fund | $1,000 |
| CHILDRENS NUTRITION PROGRAM OF HAITI INC | |||||||
| PO BOX 3720 | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $200,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 211 FRANKLIN RD | LOOKOUT MOUNTAIN | TN | 37350 | N/A | PC | Outreach Haiti | $2,500 |
| CITY OF CHATTANOOGA | |||||||
| 101 E 11TH ST ROOM 101 | CHATTANOOGA | TN | 37402 | N/A | GOV | Meal program | $20,000 |
| COLAB | |||||||
| 110 SOMERVILLE AVE STE 266 | CHATTANOOGA | TN | 37405 | N/A | PC | Quantum Mobility Program | $2,500 |
| COLAB | |||||||
| 110 SOMERVILLE AVE STE 266 | CHATTANOOGA | TN | 37405 | N/A | PC | General & Unrestricted | $1,000 |
| CRABTREE FARMS OF CHATTANOOGA INC | |||||||
| PO BOX 2250 | CHATTANOOGA | TN | 37409 | N/A | PC | Charitable Event | $800 |
| CRABTREE FARMS OF CHATTANOOGA INC | |||||||
| PO BOX 2250 | CHATTANOOGA | TN | 37409 | N/A | PC | General & Unrestricted | $30,500 |
| CREATIVE DISCOVERY MUSEUM | |||||||
| 321 CHESTNUT ST | CHATTANOOGA | TN | 37402 | N/A | PC | General & Unrestricted | $2,500 |
| CUMBERLAND TRAILS CONFERENCE | |||||||
| 409 THURMAN AVE STE 102 | CROSSVILLE | TN | 38555 | N/A | PC | BSF Music Fund | $1,000 |
| DYNAMO STUDIOS | |||||||
| 6452 WHITE TAIL DR | OOLTEWAH | TN | 37363 | N/A | PC | General & Unrestricted | $50,000 |
| FREEDOM SINGS USA | |||||||
| 3317 DAYTON BLVD B17205 | CHATTANOOGA | TN | 37415 | N/A | PC | Charitable Event | $2,500 |
| FRIENDS OF GEORGIA STATE PARKS & HISTORIC SITES IN | |||||||
| 799 W AVE | CARTERSVILLE | GA | 30120 | N/A | PC | Funds For Friends of Cloudland Canyon State Park | $1,500 |
| GEORGIA-ALABAMA LAND TRUST INC | |||||||
| 226 OLD LADIGA RD | PIEDMONT | AL | 36272 | N/A | PC | General & Unrestricted | $1,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 4505 BRAINERD RD STE110 | CHATTANOOGA | TN | 37411 | N/A | PC | General & Unrestricted | $20,000 |
| GIRLS INCORPORATED OF CHATTANOOGA | |||||||
| 4505 BRAINERD RD STE110 | CHATTANOOGA | TN | 37411 | N/A | PC | Charitable Event | $2,500 |
| GRATEFUL GOBBLER | |||||||
| 820 BROAD ST STE 300 | CHATTANOOGA | TN | 37402 | N/A | PC | General & Unrestricted | $2,500 |
| HABITAT FOR HUMANITY OF GREATER CHATTANOOGA | |||||||
| 1201 E MAIN ST | CHATTANOOGA | TN | 37408 | N/A | PC | Chattanooga Home Build | $120,000 |
| HOUSTON MUSEUM OF DECORATIVE ARTS | |||||||
| 1200 MARKET ST | CHATTANOOGA | TN | 37402 | N/A | PC | BSF Local Music Fund | $500 |
| HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN | |||||||
| 4155 RANDOLPH CIR | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $8,000 |
| J Mitchell | |||||||
| 1400 North Champerlain Avenue | Chattanooga | TN | 37406 | NONE | I | Short-term Emergency Assistance Grant | $6,500 |
| KARIS COMMUNITY HEALTH | |||||||
| 254 BROAD ST SW | CLEVELAND | TN | 37311 | N/A | PC | General & Unrestricted | $1,000 |
| LA PAZ DE DIOS | |||||||
| 809 S WILLOW ST | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $54,000 |
| LAND TRUST FOR TENNESSEE INC | |||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 37204 | N/A | PC | Support for Southeast Office | $1,500 |
| LAUNCH | |||||||
| PO BOX 903 | CHATTANOOGA | TN | 37401 | N/A | PC | Kitchen Incubator Chattanooga | $30,000 |
| LAUNCH PAD | |||||||
| 617 MARLBORO AVE | CHATTANOOGA | TN | 37412 | N/A | PC | Salary Support for Resident Manager Position & Supportive Services | $25,000 |
| LIGHTHOUSE COLLECTIVE INC | |||||||
| 3731 DORRIS ST | CHATTANOOGA | TN | 37410 | N/A | PC | Lighthouse Scholars Summer Program | $20,000 |
| LOOKOUT FILM FESTIVAL INC | |||||||
| 806 TREMONT ST | CHATTANOOGA | TN | 37405 | N/A | PC | General & Unrestricted | $10,000 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| 3085 BROAD ST | CHATTANOOGA | TN | 37408 | N/A | PC | General & Unrestricted | $3,500 |
| LOOKOUT MOUNTAIN CONSERVANCY | |||||||
| 3085 BROAD ST | CHATTANOOGA | TN | 37408 | N/A | PC | LMC Interns Post Secondary Scholarship Fund | $60,000 |
| LULA LAKE LAND TRUST | |||||||
| PO BOX 395 | LOOKOUT MOUNTAIN | TN | 37350 | N/A | PC | General & Unrestricted | $1,500 |
| LULA LAKE LAND TRUST | |||||||
| PO BOX 395 | LOOKOUT MOUNTAIN | TN | 37350 | N/A | PC | Charitable Event | $1,000 |
| MAKE A WISH OF MIDDLE TENNESSEE INC | |||||||
| 600 HILL AVE STE 201 | NASHVILLE | TN | 37210 | N/A | PC | General & Unrestricted | $1,000 |
| MARY CAMERON ROBINSON FOUNDATION | |||||||
| 1400 MCCALLIE AVE STE 210 | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,000 |
| MARY CAMERON ROBINSON FOUNDATION | |||||||
| 1400 MCCALLIE AVE STE 210 | CHATTANOOGA | TN | 37404 | N/A | PC | Charitable Event | $500 |
| MEDICOS MISSION FUND | |||||||
| 1148 E 23RD ST | CHATTANOOGA | TN | 37408 | N/A | PC | Primary Care and Behavioral Health Facility | $100,000 |
| METROPOLITAN MINISTRIES | |||||||
| 4001 ROSSVILLE BLVD | CHATTANOOGA | TN | 37407 | N/A | PC | General & Unrestricted | $55,000 |
| MONTESSORI ELEMENTARY AT HIGHLAND PARK | |||||||
| 700 S HAWTHORNE ST | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $2,500 |
| NEWTON CHILD DEVELOPMENT CENTER | |||||||
| 315 GILLESPIE RD | CHATTANOOGA | TN | 37411 | N/A | PC | To purchase Christmas Gifts and Toys for children and staff | $5,000 |
| NEWTON CHILD DEVELOPMENT CENTER | |||||||
| 315 GILLESPIE RD | CHATTANOOGA | TN | 37411 | N/A | PC | General & Unrestricted | $30,000 |
| NORTHSIDE NEIGHBORHOOD HOUSE | |||||||
| PO BOX 4086 | CHATTANOOGA | TN | 37405 | N/A | PC | General & Unrestricted | $53,000 |
| PARTNERSHIP FOR FAMILIES CHILDREN AND ADULTS INC | |||||||
| 5600 EAST BRAINERD ROAD STE E-3 | CHATTANOOGA | TN | 37411 | N/A | PC | River City Youth Collective and Youth Homelessnes Program | $50,000 |
| PARTNERSHIP FOR FAMILIES CHILDREN AND ADULTS INC | |||||||
| 5600 EAST BRAINERD ROAD STE E-3 | CHATTANOOGA | TN | 37411 | N/A | PC | River City Youth Collective Program | $5,000 |
| PREP PUBLIC SCHOOLS | |||||||
| 1849 UNION AVE | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $5,000 |
| REFLECTION RIDING ARBORETUM AND NATURE CENTER | |||||||
| 400 GARDEN RD | CHATTANOOGA | TN | 37419 | N/A | PC | BSF Music Fund | $2,500 |
| REFLECTION RIDING ARBORETUM AND NATURE CENTER | |||||||
| 400 GARDEN RD | CHATTANOOGA | TN | 37419 | N/A | PC | General & Unrestricted | $3,500 |
| RHYME N CHATT INTERACTIVE POETRY ORGANIZATION | |||||||
| 2321 DAVID CIR | CHATTANOOGA | TN | 37421 | N/A | PC | Charitable Event | $2,500 |
| RISE CHATTANOOGA | |||||||
| PO BOX 406 | CHATTANOOGA | TN | 37401 | N/A | PC | The H2O Life | $15,000 |
| SAINT NICHOLAS SCHOOL INC | |||||||
| 7525 MIN TOM DR | CHATTANOOGA | TN | 37421 | N/A | PC | General & Unrestricted | $5,000 |
| SIGNAL CENTERS INC | |||||||
| 109 N GERMANTOWN RD | CHATTANOOGA | TN | 37411 | N/A | PC | Family Forward Program | $75,000 |
| SIGNAL CENTERS INC | |||||||
| 109 N GERMANTOWN RD | CHATTANOOGA | TN | 37411 | N/A | PC | Dolly Parton Imagination Library Fund | $30,000 |
| SISKIN HOSPITAL FOR PHYSICAL REHABILITATION | |||||||
| 1 SISKIN PLZ | CHATTANOOGA | TN | 37403 | N/A | PC | General & Unrestricted | $2,500 |
| SKYUKA HALL | |||||||
| PO BOX 8567 | CHATTANOOGA | TN | 37414 | N/A | PC | Financial Aid Assistance Program | $50,000 |
| SKYUKA HALL | |||||||
| PO BOX 8567 | CHATTANOOGA | TN | 37414 | N/A | PC | General & Unrestricted | $1,000 |
| SONGBIRDS FOUNDATION INC | |||||||
| 206 WEST MAIN ST | CHATTANOOGA | TN | 37408 | N/A | PC | Charitable Event | $2,500 |
| SOUNDCORPS INC | |||||||
| 2901 TAYLOR ST STE 300 | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $2,500 |
| SOUTH WINGS INC | |||||||
| 35 HAYWOOD ST STE 201 | ASHEVILLE | NC | 28801 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN OFF-ROAD BICYCLE ASSOCIATION | |||||||
| PO BOX 5836 | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHSIDE YOUTH DEVELOPMENT INC | |||||||
| 2288 GUNBARREL RD STE 154 PMB 23 | CHATTANOOGA | TN | 37421 | N/A | PC | General & Unrestricted | $20,000 |
| SPLASH | |||||||
| PO BOX 3617 | CHATTANOOGA | TN | 37404 | N/A | PC | BSF Local Music Fund | $2,000 |
| STOVE WORKS | |||||||
| 1250 E 13TH ST | CHATTANOOGA | TN | 37408 | N/A | PC | Artists in Residency Program | $25,000 |
| STOVE WORKS | |||||||
| 1250 E 13TH ST | CHATTANOOGA | TN | 37408 | N/A | PC | BSF Local Music Fund | $1,200 |
| TENNESSEE HUMANE ANIMAL LEAGUE | |||||||
| 5975 DAYTON BLVD | CHATTANOOGA | TN | 37415 | N/A | PC | General & Unrestricted | $1,000 |
| TENNESSEE HUMANE ANIMAL LEAGUE | |||||||
| 5975 DAYTON BLVD | CHATTANOOGA | TN | 37415 | N/A | PC | fundraising calendar project | $1,000 |
| TENNESSEE RIVER GORGE TRUST INC | |||||||
| 1214 DARTMOUTH ST | CHATTANOOGA | TN | 37405 | N/A | PC | Aetna Mountain Trails Phase II | $2,000 |
| THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC | |||||||
| PO BOX 440225 | NASHVILLE | TN | 37244 | N/A | PC | Voices for a Safer Tennessee Community Education Fund | $1,000 |
| THE HELEN ROSS MCNABB CENTER | |||||||
| 200 TECH CENTER DR | KNOXVILLE | TN | 37912 | N/A | PC | Chattanooga Preschool | $30,000 |
| The Howard School | |||||||
| 2500 S MARKET ST | Chattanooga | TN | 37408 | N/A | GOV | Funds for Howard General Athletics & Football Program Washing Machine | $9,000 |
| THE TIVOLI THEATRE FOUNDATION INC | |||||||
| 399 MCCALLIE AVE | CHATTANOOGA | TN | 37402 | N/A | PC | Tivoli Theatre Renovation Project | $750,000 |
| THE TIVOLI THEATRE FOUNDATION INC | |||||||
| 399 MCCALLIE AVE | CHATTANOOGA | TN | 37402 | N/A | PC | General & Unrestricted | $7,000 |
| THE TIVOLI THEATRE FOUNDATION INC | |||||||
| 399 MCCALLIE AVE | CHATTANOOGA | TN | 37402 | N/A | PC | The Tivoli Theatre and Performance Arts Center Renovation Project | $50,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 1810 E MAIN ST STE 200 | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,500 |
| TWO BIKES CHATTANOOGA INC | |||||||
| 1810 E MAIN ST STE 100 | CHATTANOOGA | TN | 37404 | N/A | PC | Pedal It Forward Program | $10,000 |
| TWO BIKES CHATTANOOGA INC | |||||||
| 1810 E MAIN ST STE 100 | CHATTANOOGA | TN | 37404 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST NEIGHBORHOOD CENTERS INC | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | N/A | PC | Bridge Outdoors at the Beth | $25,000 |
| UNITED METHODIST NEIGHBORHOOD CENTERS INC | |||||||
| 200 W 38TH ST | CHATTANOOGA | TN | 37410 | N/A | PC | General & Unrestricted | $51,000 |
| UNITED WAY OF GREATER CHATTANOOGA | |||||||
| 630 MARKET ST | CHATTANOOGA | TN | 37402 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF CHATTANOOGA FOUNDATION INC | |||||||
| 615 MCCALLIE AVE DEPT 6806 | CHATTANOOGA | TN | 37403 | N/A | PC | UTC Athletics Summer Bridge Program | $25,000 |
| UNIVERSITY OF CHATTANOOGA FOUNDATION INC | |||||||
| 615 MCCALLIE AVE DEPT 6806 | CHATTANOOGA | TN | 37403 | N/A | PC | General & Unrestricted | $2,000 |
| WARRIOR FREEDOM SERVICE DOGS INC | |||||||
| 2401 BACHMAN ST | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $2,000 |
| WAUHATCHIE SCHOOL | |||||||
| 403 GARDEN RD | CHATTANOOGA | TN | 37419 | N/A | PC | Nicole Pinkerton Fund | $5,000 |
| WAUHATCHIE SCHOOL | |||||||
| 403 GARDEN RD | CHATTANOOGA | TN | 37419 | N/A | PC | Scholarship Fund | $19,400 |
| WELCOME HOME OF CHATTANOOGA | |||||||
| 3131 QUIET CREEK TRL | CHATTANOOGA | TN | 37406 | N/A | PC | Operational Improvement Plan | $50,000 |
| WELCOME HOME OF CHATTANOOGA | |||||||
| 3131 QUIET CREEK TRL | CHATTANOOGA | TN | 37406 | N/A | PC | General & Unrestricted | $3,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN C | |||||||
| 301 W 6TH ST | CHATTANOOGA | TN | 37402 | N/A | PC | YCAP Program | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,834,339 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,060 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,252,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,718,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,718,991 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MCDONALDS - 5.700% - 02/01/203 | BondNm |
| EOY Book Value | $20,167 | EOYBookValueAmt |
| EOYFMV | $15,210 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $138,443 | $159,930 |
| ABIOMED INC CONTRA - CVR LINE | ||
| ACCENTURE PLC | $389,738 | $571,659 |
| ADOBE SYSTEMS, INC | $145,977 | $188,989 |
| ADVANCED MICRO DEVICES INC | $72,650 | $175,629 |
| ALPHABET INC CL A | $152,692 | $397,530 |
| AMAZON COM | $715,458 | $1,020,163 |
| AMERICAN EXPRESS CO | $351,089 | $832,496 |
| APPLE INC | $346,587 | $992,914 |
| AUTOMATIC DATA PROCESSING INC | $407,077 | $553,260 |
| AVERY DENNISON CORP | $442,697 | $484,667 |
| CATERPILLAR INC | $600,813 | $555,023 |
| CONOCOPHILLIPS | $234,721 | $460,149 |
| CORNING INC | $552,960 | $570,240 |
| COSTCO WHOLESALE CORPORATION | $395,464 | $975,827 |
| DEXCOM, INC | $73,429 | $92,157 |
| EATON CORP PLC | $447,520 | $667,059 |
| EDWARDS LIFESCIENCES | $98,476 | $94,018 |
| ELI LILLY & CO | $260,859 | $717,960 |
| GOLDMAN SACHS GQG PARTNERS INT | $374,073 | $406,042 |
| GOLDMAN SACHS STRATEGIC INC IN | $244,793 | $240,911 |
| HOME DEPOT INC | $512,284 | $818,824 |
| INGEVITY CORPORATION | $152,967 | $146,700 |
| INTUIT | $135,407 | $307,965 |
| INTUITIVE SURGICAL | $450,739 | $746,403 |
| JP MORGAN CHASE | $734,990 | $1,000,788 |
| JP MORGAN STRATEGIC INCOME OPP | $853,690 | $849,791 |
| JPMORGAN HEDGED EQUITY LADDERE | $410,210 | $465,300 |
| LOUISIANA PACIFIC CP | $194,835 | $317,899 |
| MARSH AND MCLENNAN COMPANIES I | $393,480 | $536,335 |
| MCCORMICK & CO | $524,290 | $521,482 |
| MERCK & CO INC | $96,566 | $111,915 |
| MICROSOFT CORP | $440,752 | $1,032,674 |
| MOTOROLA SOLUTIONS INC | $428,000 | $686,412 |
| NETFLIX INC | $453,470 | $993,821 |
| NORDSON CP | $450,320 | $401,741 |
| NVIDIA CORP | $38,442 | $833,269 |
| PAYPAL HOLDINGS, INC | $220,009 | $161,312 |
| PROCTER GAMBLE CO | $413,935 | $522,230 |
| PROGRESSIVE CORP OHIO | $124,329 | $400,868 |
| PULTE GROUP INC | $94,103 | $254,826 |
| S&P GLOBAL INC COM | $504,383 | $622,538 |
| SMITH A O CORP DEL COM | $168,403 | $238,735 |
| TELEDYNE TECH INC | $446,765 | $580,163 |
| THE COCA-COLA CO | $169,262 | $174,328 |
| THERMO FISHER SCIENTIFIC INC | $455,042 | $564,450 |
| TJX COMPANIES INC | $124,690 | $241,620 |
| TRACTOR SUPPLY CO COM | $40,795 | $119,385 |
| UNION PACIFIC | $461,752 | $559,838 |
| VANGUARD SHORT TERM CORPORATE | $93,650 | $89,712 |
| VERTEX PHARMCTLS INC | $496,785 | $485,254 |
| VISA INC | $379,621 | $598,896 |
| WAL-MART STORES INC | $149,335 | $352,365 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,398,011 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,416,501 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $50,938 | $50,938 |
| Payroll Processing Fees | $600 | $600 |
| Postage/Delivery Service | $254 | $254 |
| State or Local Filing Fees | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $118,392 | Amt |
| Net Investment Income | $118,392 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We respectfully request that Robert F. Stone Foundation AKA Bobby Stone Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $59 penalty indicated on Form 2220 be abated because the underpayment in Q2, Q3, & Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q2, Q3, & Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $26,900 | |
| 990-PF Excise Tax for 2023 | $1,157 | |
| 990-PF Extension for 2023 | $1,400 | |
| Foreign Tax Paid | $5,773 | $5,773 |