2024-10-24T08:11:53-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 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 2024-10-17 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 27696284 X 6858682 9571 9571 435351 435351 -509392 14880452 0 86201 86201 6880413 531123 92500 92500 7076 7076 100461 100461 13139 4139 1938 1938 52834 155 52679 267948 104755 154193 2859794 2859794 3127742 104755 3013987 3752671 426368 1391366 416313 416313 1786 1786 1786 1592889 1385840 1386906 14146236 19089393 25870272 35688 25518 21007 17166179 20918850 27696284 0 0 X 17166179 20918850 17166179 20918850 17166179 20918850 17166179 3752671 20918850 20918850 Publicly-traded Securities 14880452 17153382 -2272930 -2272930 -2272930 5927 5927 5927 3455 0 1400 4855 X 85 1157 false false false false false false false true true TN true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 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 40.0 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 0 0 0 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 52069 Bowen Hanes & Co 135 Professional Dr STE 103 PONTE VEDRA BEACH FL 32082 Investment MGMT 51339 23967435 1335797 0 25303232 0 25303232 379548 24923684 1246184 1246184 5927 5927 1240257 1240257 1240257 3013987 0 0 0 0 3013987 1240257 2021 2020 2019 359319 165726 1230984 1711837 3467866 3013987 1240257 1773730 5241596 0 5241596 359319 165726 1230984 1711837 1773730 NONE X A STEP AHEAD FOUNDATION CHATTANOOGA INC 850 MARKET ST STE 228 CHATTANOOGA TN 37402 N/A PC General & Unrestricted 37250 ALICE FUND 310 CHEROKEE BLVD CHATTANOOGA TN 37405 N/A PC Furball fund 1000 ANIMAL CARE TRUST 4500 N ACCESS RD CHATTANOOGA TN 37415 N/A PC Comprehensive Pet Safety-Net Project 105000 BETTERFI PO BOX 27 COALMONT TN 37313 N/A PC to support BetterFi Expansion to Chattanooga, TN 25764 BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA 2015 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 3750 BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA 2015 BAILEY AVE CHATTANOOGA TN 37404 N/A PC Charitable Event 500 BOYS AND GIRLS CLUBS OF CHATTANOOGA 1307 E MAIN ST STE 101 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 CAFE 1040 INC 1431 CAPITAL AVE STE 117 WATKINSVILLE GA 30677 N/A PC General & Unrestricted 1000 CAMP SUNSHINE INC 1850 CLAIRMONT RD DECATUR GA 30033 N/A PC General & Unrestricted 1000 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC General & Unrestricted 51500 CHATT FOUNDATION PO BOX 11203 CHATTANOOGA TN 37401 N/A PC to purchase Warm clothing, toys, backpacks for children and families 5000 CHATTANOOGA AREA FOOD BANK INC 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PC General & Unrestricted 100000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC to support Phase II: Bridges Behavioral Therapy Center 25000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC to purchase Technical Equipment and support for the Resource Hub program fund 20000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 250 CHATTANOOGA BALLET INC 817 N MARKET ST STE B CHATTANOOGA TN 37405 N/A PC General & Unrestricted 500 CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION 345 FRAZIER AVE UNIT 205 CHATTANOOGA TN 37405 N/A PC Howard High School Baseball Fund 50000 CHATTANOOGA DESIGN STUDIO 850 MARKET ST STE 206 CHATTANOOGA TN 37402 N/A PC Montague Park Master Planning Fund 40000 CHATTANOOGA FC FOUNDATION 1271 MARKET ST SUITE C CHATTANOOGA TN 37402 N/A PC to support the Montague Park Field Construction 200000 CHATTANOOGA FOOD CENTER 1726 ICHABOD LN CHATTANOOGA TN 37405 N/A PC General Operations 26880 CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC to support the Girls Choir excursion to New York City 10000 CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 2000 CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC 1500 CHESTNUT ST STE 102 CHATTANOOGA TN 37408 N/A PC Employer-Based Small Loan Project fund 25000 CHATTANOOGA ROOM IN THE INN INC 230 N HIGHLAND PARK AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 50000 CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION 4501 AMNICOLA HWY CHATTANOOGA TN 37406 N/A PC to support the Chattanooga State's Child Development Center enrollment expansion project 40000 CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION 620 LINDSAY ST 210 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 1000 CHURCH OF THE GOOD SHEPHERD 211 FRANKLIN RD LOOKOUT MOUNTAIN TN 37350 N/A PC Outreach Haiti fund 3000 COLAB 110 SOMERVILLE AVE CHATTANOOGA TN 37405 N/A PC General & Unrestricted 2000 COLAB 110 SOMERVILLE AVE CHATTANOOGA TN 37405 N/A PC Quantum Mobility Program fund 2000 COMMUNITY FOUNDATION OF GREATER CHATTANOOGA INC 1400 WILLIAMS ST CHATTANOOGA TN 37408 N/A PC Eviction Prevention Initiative 1000 CRABTREE FARMS OF CHATTANOOGA INC PO BOX 2250 CHATTANOOGA TN 37409 N/A PC General & Unrestricted 30250 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 2500 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC to support Howard High Multi-media Education Programming 100000 ELLA LIBRARY PO BOX 3034 CHATTANOOGA TN 37404 N/A PC In support of Un Nuevo Pasado Film by Pablo Mazari 5000 GEORGIA-ALABAMA LAND TRUST INC 226 OLD LADIGA RD PIEDMONT AL 36272 N/A PC General & Unrestricted 500 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE110 CHATTANOOGA TN 37411 N/A PC to support Girls, Inc. Experience Programming 20000 GREENSPACES 63 E MAIN ST CHATTANOOGA TN 37408 N/A PC to support Build It Green / Pathways out of Poverty 100000 HABITAT FOR HUMANITY OF GREATER CHATTANOOGA 1201 E MAIN ST CHATTANOOGA TN 37408 N/A PC Charitable Event 1000 HELP RIGHT HERE PO BOX 3601 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 50000 HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN 4155 RANDOLPH CIR CHATTANOOGA TN 37406 N/A PC Charitable Event 500 HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN 4155 RANDOLPH CIR CHATTANOOGA TN 37406 N/A PC support the care needed for pets rescued from recent Ooltewah boarding case 5000 HUNTER MUSEUM OF ART 10 BLUFF VIEW ST CHATTANOOGA TN 37403 N/A PC General & Unrestricted 2000 KARIS COMMUNITY HEALTH 254 BROAD ST SW CLEVELAND TN 37311 N/A PC General & Unrestricted 1000 LA PAZ DE DIOS 809 S WILLOW ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 52500 LAUNCH PAD 617 MARLBORO AVE EAST RIDGE TN 37412 N/A PC Salary Support for the Resident Manager Position 25000 LIGHTHOUSE COLLECTIVE INC 3731 DORRIS ST CHATTANOOGA TN 37410 N/A PC Light House Scholars Program 20000 LOOKOUT FILM FESTIVAL INC 3025 PRESTONS STA DR HIXSON TN 37343 N/A PC Charitable Event 2500 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 658553 DALLAS TX 75265 N/A PC General & Unrestricted 4500 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC General & Unrestricted 1500 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 to support the Behavioral Health and Dentistry Capital Campaign 100000 METROPOLITAN MINISTRIES 4001 ROSSVILLE BLVD CHATTANOOGA TN 37407 N/A PC General & Unrestricted 55000 MONTESSORI ELEMENTARY AT HIGHLAND PARK 700 S HAWTHORNE ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 2500 NEWTON CHILD DEVELOPMENT CENTER 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC to purchase Christmas Gifts and Toys for children and staff. 5000 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 3000 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 N/A PC Northside Neighborhood Stability Program 50000 ON POINT 4509 HIXSON PIKE 1 HIXSON TN 37343 N/A PC General & Unrestricted 3750 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 5000 PARTNERSHIP FOR FAMILIES CHILDREN AND ADULTS INC 5600 EAST BRAINERD ROAD STE E-3 CHATTANOOGA TN 37411 N/A PC to support the River City Youth Collective 5000 POP-UP PROJECT 3214 BRAINERD RD CHATTANOOGA TN 37411 N/A PC General & Unrestricted 26000 PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 PURPOSE POINT COMMUNITY RESOURCE CENTER INC PO BOX 24533 CHATTANOOGA TN 37422 N/A PC to support the Purpose Point Learning Academy Phase II 50000 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC Charitable Event 500 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC General & Unrestricted 2000 SERVICE NEVER SLEEPS 201 N UNION ST ALEXANDRIA VA 22314 N/A PC General & Unrestricted 250 SIGNAL CENTERS INC 109 N GERMANTOWN RD CHATTANOOGA TN 37411 N/A PC to support the Family Forward Program 75000 SIGNAL CENTERS INC 109 N GERMANTOWN RD CHATTANOOGA TN 37411 N/A PC Dolly Parton Imagination Library 30000 SISKIN HOSPITAL FOR PHYSICAL REHABILITATION 1 SISKIN PLZ CHATTANOOGA TN 37403 N/A PC to support the Healing Gardens 2500 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC General & Unrestricted 1000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC Financial Aid Assistance Program fund 50000 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 Fund 50000 SOUTHERN LIT ALLIANCE 301 E 11TH ST STE 300 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 1000 SOUTHERN OFF-ROAD BICYCLE ASSOCIATION PO BOX 5836 CHATTANOOGA TN 37406 N/A PC General & Unrestricted 500 SOUTHSIDE YOUTH DEVELOPMENT INC 2288 GUNBARREL RD STE 154 PMB 23 CHATTANOOGA TN 37421 N/A PC General & Unrestricted 20000 TENNESSEE AQUARIUM 1 BROAD ST CHATTANOOGA TN 37402 N/A PC Tennessee Aquarium Summer Camperships Scholarship fund 15000 TENNESSEE RIVER GORGE TRUST INC 1214 DARTMOUTH ST CHATTANOOGA TN 37405 N/A PC Aetna Mountain Bike Trails Construction 1500 TENNESSEE RIVER GORGE TRUST INC 1214 DARTMOUTH ST CHATTANOOGA TN 37405 N/A PC General & Unrestricted 1000 THE A I M CENTER INC 472 W ML KING BLVD CHATTANOOGA TN 37402 N/A PC to support Computer and Technology needs 40000 THE BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PC The Jamaica Education Fund 500 THE BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PC Jamaica Education Fund 500 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 SOUTHERN DOCUMENTARY FUND 1105 W CHAPEL HILL ST SUITE 1 DURHAM NC 27701 N/A PC to support "How to Sue the Klan" documentary by John Beder 20000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC Tivoli Theatre Renovation Project 750000 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 TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC General & Unrestricted 5000 THE URBAN LEAGUE OF GREATER CHATTANOOGA INC 401 EAST MLK BLVD STE 301 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 3500 TRUST FOR PUBLIC LAND - TENNESSEE PO BOX 3240 CHATTANOOGA TN 37404 N/A PC Chattanooga Community Schoolyards fund 75000 TRUST FOR PUBLIC LAND - TENNESSEE PO BOX 3240 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC General & Unrestricted 1500 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC Placing Emphasis on Kids (Cowboys) Fund 2500 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC Bridge Outdoors 1500 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET ST CHATTANOOGA TN 37402 N/A PC Charitable Event 25000 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET ST CHATTANOOGA TN 37402 N/A PC Alice Fund - Direct Assistance 1000 UNIVERSITY OF CHATTANOOGA FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 N/A PC Fund For Athletics 1500 WARRIOR FREEDOM SERVICE DOGS INC 209 WALKER HOLLOW RD FLINTSTONE GA 30725 N/A PC General & Unrestricted 1000 WAUHATCHIE SCHOOL 403 GARDEN RD CHATTANOOGA TN 37419 N/A PC Scholarships fund 19400 WELCOME HOME OF CHATTANOOGA 3131 QUIET CREEK TRL CHATTANOOGA TN 37406 N/A PC General & Unrestricted 6250 WOMENS FUND OF GREATER CHATTANOOGA 5715 UPTAIN RD STE 300 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 2000 2859794 14 9571 14 435351 18 -509392 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 14 86201 21731 21731 false false false false false false false false false false X X 1 Estate of Robert Stone 1011 Kendale Drive WinstonSalem NC 27104 6858682 X X 1 WESTROCK COMPANY WRK, 205209 sh. 6164991 2023-03-10 1 VANGUARD INFORMATION TECHNOLOGY INDEX F VITAX, 3102.421 sh. 582945 2023-03-22 CITIGROUP INC - 4.000% - 08/05 5351 4945 MCDONALDS - 5.700% - 02/01/203 20167 16062 ABBVIE INC 138443 139473 ABIOMED INC CONTRA - CVR LINE ACCENTURE PLC 330627 524610 ADOBE SYSTEMS, INC 145977 253555 ADVANCED MICRO DEVICES INC 101131 298358 ALPHABET INC CL A 152692 293349 ALPHABET INC CL C 412267 534125 AMAZON COM 113364 182328 AMERICAN EXPRESS CO 351089 525489 APPLE INC 398022 889488 AUTOMATIC DATA PROCESSING INC 407077 440313 AVERY DENNISON CORP 442697 523594 CANADIAN NATURAL RESOURCES LTD 350712 494021 CHARLES SCHWAB CORP 578068 588928 CONOCOPHILLIPS 234721 538565 COSTCO WHOLESALE CORPORATION 451201 825100 DEERE CO 285642 483843 DELTA AIR LINES INC 123470 147242 DEXCOM, INC 52364 111681 EATON CORP PLC 447520 484048 EDWARDS LIFESCIENCES 78257 74344 ELI LILLY & CO 291702 612066 EXACT SCIENCES CORPORATION 97045 77679 GOLDMAN SACHS GQG PARTNERS INT 374073 411232 GOLDMAN SACHS STRATEGIC INC IN 351775 348047 HOME DEPOT INC 512284 729488 HONEYWELL INTL 424556 513790 INGEVITY CORPORATION 152967 169992 INTUIT 193438 437521 INTUITIVE SURGICAL 450739 482425 JP MORGAN CHASE 293995 371669 JP MORGAN STRATEGIC INCOME OPP 853689 847563 JPMORGAN HEDGED EQUITY LADDERE 84543 84608 JPMORGAN HEDGED EQUITY SELECT 133450 140231 LOCKHEED MARTIN CORP 358192 423779 LOUISIANA PACIFIC CP 216413 241530 MARRIOTT INTERNATIONAL INC. CL 450118 502887 MARSH AND MCLENNAN COMPANIES I 393480 478412 MERCK & CO INC 96566 122648 MICROSOFT CORP 514549 1092395 MOTOROLA SOLUTIONS INC 428000 464939 NETFLIX INC 453470 542871 NORDSON CP 450320 507187 NVIDIA CORP 75152 599216 PAYPAL HOLDINGS, INC 220009 116065 PEPSICO INC 434825 431394 PLANET FITNESS INC 171302 177025 PROCTER GAMBLE CO 413935 456472 PROGRESSIVE CORP OHIO 196043 420181 PULTE GROUP INC 131302 337013 S&P GLOBAL INC COM 504383 550650 SMITH A O CORP DEL COM 168403 288540 TELEDYNE TECH INC 396729 511002 THE HERSHEY COMPANY 448175 441863 THERMO FISHER SCIENTIFIC INC 356035 477711 TJX COMPANIES INC 124690 187620 TRACTOR SUPPLY CO COM 95188 225782 UNION PACIFIC 411296 550189 UNITEDHEALTH GROUP INC 404538 492249 VANGUARD SHORT TERM CORPORATE 443821 421667 VISA INC 379621 493363 WAL-MART STORES INC 149335 204945 ZOETIS INC 393906 531912 1385840 1386906 Administrative Fees 52000 52000 Bank Charges 155 155 Payroll Processing Fees 590 590 Postage/Delivery Service 69 69 State or Local Filing Fees 20 20 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 86201 86201 Investment Management Services 100461 100461 990-PF Estimated Tax for 2023 3400 990-PF Extension for 2022 5600 Foreign Tax Paid 4139 4139