2021-09-28T09:50:39-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 832115462 Robert F Stone Foundation AKA Bobby Stone Foundation % BOBBY STONE FOUNDATION ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 THOMAS HOPPER PRESIDENT 4239913314 2021-09-06 true THOMAS HOPPER 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 22603303 X 14071226 8867 8867 304681 304681 -831403 8614651 98544 262458 262443 13815829 674535 92500 92500 7076 7076 66207 66207 13491 2236 44957 2444 42513 224231 70887 142089 1037583 1037583 1261814 70887 1179672 12554015 603648 6494576 812357 812357 71123 76876 18081369 21626742 86242 87328 6494576 19051091 22603303 0 0 X 6494576 19051091 6494576 19051091 6494576 19051091 6494576 12554015 2500 19051091 19051091 Publicly-traded Securities 8614651 8516107 98544 98544 98544 8391 8391 8391 4300 0 4100 8400 X 9 9 false false false false false false false true true TN true false false false false true BOBBY STONE FOUNDATION 4239913314 515 W Brow Rad Lookout Mountain TN 37350 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 35.0 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 18394658 2312697 0 20707355 0 20707355 310610 20396745 1019837 1019837 8391 8391 1011446 2500 1013946 1013946 1179672 0 0 0 0 1179672 0 1179672 1013946 2018 2017 2016 359319 359319 1179672 1013946 165726 525045 0 525045 359319 165726 NONE X A STEP AHEAD FOUNDATION CHATTANOOGA INC 850 MARKET ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 3500 ALICE FUND 310 CHEROKEE BLVD CHATTANOOGA TN 37405 N/A PC General & Unrestricted 500 ANIMAL CARE TRUST 4500 N ACCESS RD CHATTANOOGA TN 37415 N/A PC General & Unrestricted 10000 BALLET TENNESSEE 3202 KELLYS FERRY RD CHATTANOOGA TN 37419 N/A PC Talent Identification Program through Chattanooga Parks and Recreation 2500 BIG BROTHERS BIG SISTERS OF GREATER CHATTANOOGA 2015 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 2500 BOYS AND GIRLS CLUBS OF CHATTANOOGA PO BOX 11567 CHATTANOOGA TN 37401 N/A PC Educational Programming 50000 CHATTANOOGA AREA FOOD BANK INC 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PC General & Unrestricted 75000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 500 CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION 345 FRAZIER AVE UNIT 205 CHATTANOOGA TN 37405 N/A PC Howard School Football Program 1500 CHATTANOOGA CHURCH MINISTRIES INC PO BOX 11203 CHATTANOOGA TN 37401 N/A PC Warm clothing, toys, for McClellan Family Shelter residents 2500 CHATTANOOGA FC FOUNDATION 1271 MARKET ST CHATTANOOGA TN 37402 N/A PC Operation Get Active program 15000 CHATTANOOGA PREP INC 1849 UNION AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 CHATTANOOGA ROOM IN THE INN INC PO BOX 3564 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 CHATTANOOGA SERVICE INDUSTRY FUND 5751 UPTAIN RD STE 508 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 15000 CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION 4501 AMNICOLA HWY CHATTANOOGA TN 37406 N/A PC General & Unrestricted 44000 CHATTANOOGA SUSTAINABLE FOOD CENTER 1726 ICHABOD LN CHATTANOOGA TN 37405 N/A PC General & Unrestricted 25000 CONSERVATION LEGACY 701 CAMINO DEL RIO STE 101 DURANGO CO 81301 N/A PC Southeast Conservation Corps - Chattanooga, TN 2000 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 50000 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC Capital Campaign 2500 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC Media Production Workforce Development Program 100000 EAST TENNESSEE ALLIANCE FOR ANIMALS 5251 HWY 153 STE C HIXSON TN 37343 N/A PC General & Unrestricted 500 ENTERPRISE CENTER INC 1100 MARKET ST STE 500 CHATTANOOGA TN 37402 N/A PC HCS Ed Connect Program 5000 FRIENDS OF GEORGIA STATE PARKS & HISTORIC SITES IN 799 W AVE STE 104 CARTERSVILLE GA 30120 N/A PC Friends of Cloudland Canyon State Park 1500 FRIENDS OF THE CHICKAMAUGA AND CHATTANOOGA NATIONA PO BOX 748 CHATTANOOGA TN 37401 N/A PC Forever Moccasin Bend Campaign 5000 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE 110 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 21000 HELP RIGHT HERE 603 TEXAS AVE SIGNAL MTN TN 37377 N/A PC Tents, Sleeping Bags, and General Support for Chattanooga's Homeless 1000 HUMANE EDUCATIONAL SOCIETY OF CHATTANOOGA TENN 214 N HIGHLAND PARK AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 INTERNATIONAL XCHANGE ORGANIZATION 1619 WENTWORTH DR MONTGOMERY AL 36106 N/A PC Chattanooga Sustainable Food Center to be directed to Gaining Ground Grocery 5000 LA PAZ DE DIOS 1402 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 LA PAZ DE DIOS 1402 BAILEY AVE CHATTANOOGA TN 37404 N/A PC Emergency Assistance for LatinX Tornado Victims 25000 LA PAZ DE DIOS 1402 BAILEY AVE CHATTANOOGA TN 37404 N/A PC Mi Casa Es Tu Casa Capital Campaign 50000 LAND TRUST FOR TENNESSEE INC 4000 FRANKLIN PIKE NASHVILLE TN 37204 N/A PC Southeast Office program 1000 LOOKOUT MOUNTAIN CONSERVANCY PO BOX 76 LOOKOUT MTN TN 37350 N/A PC General & Unrestricted 2000 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC General & Unrestricted 1000 MARY CAMERON ROBINSON FOUNDATION 1400 MCCALLIE AVE STE 210 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 500 METROPOLITAN MINISTRIES 4001 ROSSVILLE BLVD CHATTANOOGA TN 37407 N/A PC MetMin Impact Hub Renovation Project 50000 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 Stability Program 50000 ON POINT 4509 HIXSON PIKE STE 1 HIXSON TN 37343 N/A PC General & Unrestricted 2500 PARTNERSHIP FOR FAMILIES CHILDREN AND ADULTS INC 5600 BRAINERD RD STE E3 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 5000 POP-UP PROJECT 1602 ARAPAHO DR SODDY DAISY TN 37379 N/A PC 2020 Dreamscape fund 50000 PTA TENNESSEE CONGRESS OF PARENTS TEACHERS INC 3330 HIXSON PIKE CHATTANOOGA TN 37415 N/A PC Play With Purpose Playground 20000 R Gentry 1433 Williams St Chattanooga TN 37408 NONE I Short-term Emergency Assistance Grant 5000 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC GENERAL & UNRESTRICTED 35000 S Fuller 1623 Rossville Ave Chattanooga TN 37408 NONE I Short-term Emergency Assistance Grant 3500 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC General & Unrestricted 2000 SONGBIRDS FOUNDATION INC 1407 MARKET ST STE A CHATTANOOGA TN 37402 N/A PC Guitars for Kids: Save the Music Covid-19 Relief Fund 10000 SOUNDCORPS INC 301 E 11TH ST STE 300 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 40000 SOUTHEAST TENNESSEE RESOURCE CONSERVATION AND DEVE 450 STUART RD NE CLEVELAND TN 37312 N/A PC Bridge Chattanooga Program 500 SPCA OF BRADLEY COUNTY TN PO BOX 703 CLEVELAND TN 37364 N/A PC Capital Campaign Fund 5000 STOVE WORKS 736 MARKET ST STE 1400 CHATTANOOGA TN 37402 N/A PC Stove Works Arts Center 30000 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 250 THE HELEN ROSS MCNABB CENTER 201 W SPRINGDALE AVE KNOXVILLE TN 37917 N/A PC Chattanooga Therapeutic Preschool program 30000 THE HELEN ROSS MCNABB CENTER 201 W SPRINGDALE AVE KNOXVILLE TN 37917 N/A PC Chattanooga Therapeutic Preschool program 4000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC General & Unrestricted 1500 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC Tivoli Theatre and Performance Arts Center 50000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC Tivoli Theatre and Performing Arts Center 2500 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC General & Unrestricted 2000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC Emergency Response fund for Immediate COVID-19 relief work 10000 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET ST CHATTANOOGA TN 37402 N/A PC Retore Hope Fund 25000 WAUHATCHIE SCHOOL 400 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 2500 WOMENS FUND OF GREATER CHATTANOOGA 1100 MARKET ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 5000 YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN C 301 W 6TH ST CHATTANOOGA TN 37402 N/A PC Y-CAP Chattanooga Program 1000 YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC Montessori Elementary school at Highland Park Capital Campaign 40000 YOUNG WOMENS LEADERSHIP ACADEMY FOUNDATION INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC Montessori Elementary school at Highland Park Capital Campaign 5000 1037583 14 8867 14 304681 18 -831403 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 14 262458 -255397 -255397 false false false false false false false false false false X X 1 Estate of Robert Stone 1011 Kendale Drive WinstonSalem NC 27104 14071226 X X 1 SHERWIN-WILLIAMS CO SHW, 65 sh. 36917 2020-01-09 1 SPDR S&P 500 ETF TRUST SPY, 135 sh. 44027 2020-01-09 1 TEXAS INSTRUMENTS INC TXN, 175 sh. 22923 2020-01-09 1 THERMO FISHER SCIENTIFIC INC TMO, 105 sh. 34552 2020-01-09 1 TJX COMPANIES INC TJX, 400 sh. 24970 2020-01-09 1 UNION PACIFIC UNP, 160 sh. 28752 2020-01-09 1 NESTLE S.A NSRGY, 195 sh. 20677 2020-01-09 1 NETFLIX INC NFLX, 100 sh. 33902 2020-01-09 1 NOKIA NOK, 27000 sh. 109080 2020-01-09 1 NVIDIA CORP NVDA, 70 sh. 17038 2020-01-09 1 REPUBLIC SVCS INC RSG, 75 sh. 6816 2020-01-09 1 SANOFI-AVENTIS SPONSORED ADR SNY, 193 sh. 9869 2020-01-09 1 JP MORGAN CHASE JPM, 600 sh. 82581 2020-01-09 1 JOHNSON & JOHNSON JNJ, 2205 sh. 320850 2020-01-09 1 JP MORGAN CHASE - 5.300% - 12/31/2049 46625HKK5, 50000 sh. 50554 2020-01-09 1 LOWES COMPANIES INC LOW, 240 sh. 29326 2020-01-09 1 MCDONALDS - 5.700% - 02/01/2039 58013MEH3, 15000 sh. 20167 2020-01-09 1 MICROSOFT CORP MSFT, 620 sh. 100208 2020-01-09 1 CRACKER BARREL OLD COUNTRY STORE INC CBRL, 75 sh. 11693 2020-01-09 1 DOLLAR TREE INC DLTR, 330 sh. 29746 2020-01-09 1 EOG RESOURCES INC EOG, 250 sh. 21635 2020-01-09 1 HDFC BANK LTD ADR HDB, 780 sh. 48559 2020-01-09 1 INTEL CORP INTC, 675 sh. 39940 2020-01-09 1 INTUIT INTU, 160 sh. 44067 2020-01-09 1 CANADIAN NATL RAILWAY CO CNI, 2961 sh. 272471 2020-01-09 1 CHARLES SCHWAB CORP SCHW, 720 sh. 34715 2020-01-09 1 CHEVRON CORP CVX, 220 sh. 25751 2020-01-09 1 CITIGROUP INC C, 395 sh. 31740 2020-01-09 1 CITIGROUP INC - 4.000% - 08/05/2024 172967HV6, 5000 sh. 5351 2020-01-09 1 COGNEX CORPORATION CGNX, 360 sh. 20113 2020-01-09 1 AMAZON COM AMZN, 35 sh. 66738 2020-01-09 1 AMGEN INC AMGN, 90 sh. 21495 2020-01-09 1 ANALOG DEVICES INC ADI, 240 sh. 28972 2020-01-09 1 APPLE INC AAPL, 4404 sh. 1357819 2020-01-09 1 APPLE INC NOTE - 2.400% - 05/03/2023 037833AK6, 10000 sh. 10170 2020-01-09 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 1200 sh. 273462 2020-01-09 1 AT&T, INC T, 40 sh. 1551 2020-01-09 1 ACCENTURE PLC ACN, 150 sh. 30933 2020-01-09 1 ADOBE SYSTEMS, INC ADBE, 25 sh. 8500 2020-01-09 1 ALIBABA GROUP HOLDING LTD BABA, 100 sh. 22195 2020-01-09 1 ALPHABET INC CL A GOOGL, 10 sh. 14194 2020-01-09 1 ALPHABET INC CL C GOOG, 10 sh. 14188 2020-01-09 1 UNUM CORP UNM, 755 sh. 21865 2020-01-09 1 VISA INC V, 4305 sh. 831812 2020-01-09 1 US TREAS NTS - 2.125% - 08/15/2021 912828RC6, 10000 sh. 10080 2020-01-10 1 US TREAS NTS - 2.000% - 08/15/2025 912828K74, 18000 sh. 18308 2020-01-10 1 US TREASURY BOND - 2.875% - 08/15/2045 912810RN0, 18000 sh. 20041 2020-01-10 1 US TIPS - 0.625% - 01/15/2026 912828N71, 20000 sh. 20703 2020-01-10 1 ABBOTT LABS ABT, 350 sh. 29832 2020-01-13 1 ADOBE SYSTEMS, INC ADBE, 850 sh. 291954 2020-01-13 1 AMAZON COM AMZN, 60 sh. 113364 2020-01-13 1 APPLE INC AAPL, 2250 sh. 706748 2020-01-13 1 TRACTOR SUPPLY CO COM TSCO, 3000 sh. 271965 2020-01-13 1 TRUIST FINANCIAL CORPORATION TFC, 1875 sh. 104925 2020-01-13 1 MICROSOFT CORP MSFT, 1700 sh. 275885 2020-01-13 1 NIKE INC-CL B NKE, 2037 sh. 206918 2020-01-13 1 PROGRESSIVE CORP OHIO PGR, 4063 sh. 301942 2020-01-13 1 PULTE GROUP INC PHM, 5700 sh. 229226 2020-01-13 1 SMITH A O CORP DEL COM AOS, 3500 sh. 168403 2020-01-13 1 TJX COMPANIES INC TJX, 2000 sh. 124690 2020-01-13 1 CONSTELLATION BRANDS INC STZ, 1550 sh. 292524 2020-01-13 1 COSTCO WHOLESALE CORPORATION COST, 850 sh. 253916 2020-01-13 1 HOME DEPOT INC HD, 900 sh. 201236 2020-01-13 1 INTUIT INTU, 1100 sh. 303974 2020-01-13 1 JP MORGAN CHASE JPM, 2300 sh. 313904 2020-01-13 1 MASCO CORP MAS, 3000 sh. 142755 2020-01-13 1 KEYENCE CORPORATION,FIRST SECTION KYCCF, 92 sh. 33822 2020-01-14 1 VANGUARD 500 INDEX FUND ADM VFIAX, 1284.874 sh. 389574 2020-01-14 APPLE INC NOTE - 2.400% - 05/0 10170 10484 CITIGROUP INC - 4.000% - 08/05 5351 5549 JP MORGAN CHASE - 5.300% - 12/ 50554 49837 MCDONALDS - 5.700% - 02/01/203 20167 21458 3M CO 290993 295395 ABBOTT LABS 152131 188870 ABIOMED 52089 89155 ACCENTURE PLC 259563 334349 ADOBE SYSTEMS, INC 411362 600144 ALPHABET INC CL A 152692 184027 AMAZON COM 315236 537393 AMERICAN EXPRESS CO 346222 357289 APPLE INC 652775 1113268 AT&T, INC 203202 152428 BHP BILLITON LIMITED 299290 300564 BLACKROCK STRAT INC OPP PORTFO 852701 881581 CISCO SYSTEMS INC 395020 407225 CLOROX CO 252429 323072 COMCAST CORP 203632 225320 CONSTELLATION BRANDS INC 99081 115001 CORNING INC 294586 287280 COSTCO WHOLESALE CORPORATION 375699 461556 CROWN CASTLE INTL 76182 79595 DEERE CO 274801 435861 DELTA AIR LINES INC 108199 106557 DEXCOM, INC 52364 83187 DOCUSIGN INC 95946 277875 ECOLAB INC 49334 54090 EDWARDS LIFESCIENCES 78257 88949 EXACT SCIENCES CORPORATION 97045 139115 FEDEX CORPORATION 343121 376449 GENERAL ELECTRIC CO 67427 78030 GS SHORT-TERM CONSERVATIVE INC 855099 856775 HOLOGIC, INC 108331 118349 HOME DEPOT INC 426596 494053 HONEYWELL INTL 354667 441353 INTUIT 193438 265895 JOHNSON & JOHNSON 320850 347023 JP MORGAN CHASE 566378 566097 JP MORGAN STRATEGIC INCOME OPP 853689 854249 LOCKHEED MARTIN CORP 421676 402902 MEDTRONIC PLC 323928 335020 MERCK & CO INC 101401 92025 MICROSOFT CORP 526829 716192 NESTLE S.A 273456 291555 NIKE INC-CL B 206918 288174 NVIDIA CORP 209039 438648 PARK HOTELS & RESORTS INC 92208 85750 PLANET FITNESS INC 171302 188253 PROCTER GAMBLE CO 275234 302630 PROGRESSIVE CORP OHIO 196043 260845 PULTE GROUP INC 145779 156310 QUIDEL CORPORATION 48401 35930 ROYAL CARRIBEAN CRUISE 39169 37345 SMITH A O CORP DEL COM 168403 191870 TARGET CORPORATION 116577 176530 TELEDYNE TECH INC 297242 362582 TEXAS INSTRUMENTS INC 275888 351238 THERMO FISHER SCIENTIFIC INC 272791 384269 TJX COMPANIES INC 124690 136580 TRACTOR SUPPLY CO COM 160913 249530 UNION PACIFIC 304252 356056 VANGUARD SHORT TERM CORPORATE 850996 869963 VERIZON COMMUNICATIONS 477705 490856 VISA INC 300457 340125 WAL-MART STORES INC 149335 187395 WALT DISNEY HOLDINGS CO 464750 657683 XILINX INC 101180 166580 XYLEM INC 151877 185767 ZOETIS INC 302503 370720 71123 76876 Administrative Fees 41749 41749 Bank Charges 501 501 Payroll Processing Fees 489 489 Postage/Delivery Service 255 255 State or Local Filing Fees 20 20 K-1 EXP ESTATE OF ROB F. STONE 1943 1943 K-1 INC/LOSS ESTATE OF ROBERT F. STONE 262458 262443 RETURNED GRANT 2500 Investment Management Services 66207 66207 990-PF Estimated Tax for 2020 4300 990-PF Excise Tax for 2019 6563 990-PF Extension for 2019 167 Foreign Tax Paid 2236 2236 IRS MISCELLANEOUS FEE 225