2025-11-07T07:45:09-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 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 2025-11-04 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 28347055 X 0 X 9060 9060 457494 457494 2252437 10620473 2359964 2718991 2826518 92500 92500 6926 6926 118392 118392 35230 5773 765 765 51812 51812 305625 124165 152003 3834339 3834339 4139964 124165 3986342 -1420973 2702353 0 416313 1020882 1020882 1786 1385840 1398011 1416501 19089393 17058817 25894462 25518 20167 15210 20918850 19497877 28347055 0 0 X 20918850 19497877 20918850 19497877 20918850 19497877 20918850 -1420973 19497877 19497877 Publicly-traded Securities 10620473 8260509 2359964 2359964 2359964 37563 37563 37563 26900 0 11500 38400 X 0 837 837 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 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 Bowen Hanes & Co 135 Professional Dr Ste 103 PONTE VEDRA BEACH FL 32082 Investment Mgmt 65212 Patten & Patten Inc 555 Walnut St Ste 280 CHATTANOOGA TN 374021713 Investment Mgmt 53180 Foundation Source 55 Walls Drive Ste 302 Fairfield CT 06824 Administrative 50938 28223819 747284 0 28971103 0 28971103 434567 28536536 1426827 1426827 37563 37563 1389264 1389264 1389264 3986342 0 0 0 0 3986342 1389264 359319 165726 1230984 1711837 1773730 5241596 3986342 1389264 2597078 7838674 0 359319 7479355 165726 1230984 1711837 1773730 2597078 NONE X A STEP AHEAD FOUNDATION CHATTANOOGA INC 850 MARKET ST STE 228 CHATTANOOGA TN 37402 N/A PC General & Unrestricted 6000 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 800 ANIMAL CARE TRUST 4500 N ACCESS RD CHATTANOOGA TN 37415 N/A PC MAC CARES Center 5000 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 15000 BE THE CHANGE YOUTH INITIATIVE 1509 E 14TH ST CHATTANOOGA TN 37404 N/A PC Charitable Event 2500 BETTERFI PO BOX 27 COALMONT TN 37313 N/A PC To support Betterfi expansion into the Chattanooga/Hamilton County Market 200000 BOYS AND GIRLS CLUBS OF CHATTANOOGA 1307 E MAIN ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 BOYS AND GIRLS CLUBS OF CHATTANOOGA 1307 E MAIN ST CHATTANOOGA TN 37404 N/A PC Great Futures College Apprentice Program 75000 BRIDGE CITY COMMUNITY 3300 BRANNON AVE CHATTANOOGA TN 37407 N/A PC Showered with Hope Project 30000 BRIDGE CITY COMMUNITY 3300 BRANNON AVE CHATTANOOGA TN 37407 N/A PC Charitable Event 2500 CAFE 1040 INC 1431 CAPITAL AVE STE 117 WATKINSVILLE GA 30677 N/A PC General & Unrestricted 1000 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 1500 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC Building Futures Campaign 166667 CHATT FOUNDATION PO BOX 11203 CHATTANOOGA TN 37401 N/A PC To purchase Warm clothing, toys, backpacks for children and families 5000 CHATT FOUNDATION PO BOX 11203 CHATTANOOGA TN 37401 N/A PC "A Seat at the Table" Capital Campaign 50000 CHATTANOOGA AREA FOOD BANK INC 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PC General & Unrestricted 100000 CHATTANOOGA AREA FOOD BANK INC 2009 CURTAIN POLE RD CHATTANOOGA TN 37406 N/A PC Food As A Verb Fund 25000 CHATTANOOGA AUTISM CENTER 1400 MCCALLIE AVE STE 100 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 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 50000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD ST STE 100 CHATTANOOGA TN 37402 N/A PC Chattanooga 2.0 - Chattanooga Futures Fund 50000 CHATTANOOGA CHAMBER FOUNDATION 811 BROAD ST STE 100 CHATTANOOGA TN 37402 N/A PC Chattanooga Future Fund - Chatt 2.0 2500 CHATTANOOGA CHRISTIAN COMMUNITY FOUNDATION 345 FRAZIER AVE UNIT 205 CHATTANOOGA TN 37405 N/A PC Howard High School Baseball Fund 50000 CHATTANOOGA CHRISTIAN SCHOOL INC 3354 CHARGER DR CHATTANOOGA TN 37409 N/A PC The Learning Center 1000 CHATTANOOGA FOOD CENTER PO BOX 4093 CHATTANOOGA TN 37405 N/A PC Chattanooga Food Center Fund 50000 CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC CGLA Afterschool and Summer Programs 50000 CHATTANOOGA GIRLS LEADERSHIP ACADEMY INC 1802 BAILEY AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 3500 CHATTANOOGA NEIGHBORHOOD ENTERPRISE INC 1500 CHESTNUT ST STE 102 CHATTANOOGA TN 37408 N/A PC CNE Homes Project 250000 CHATTANOOGA REGIONAL HOMELESS COALITION INC 5751 UPTAIN RD CHATTANOOGA TN 37411 N/A PC Flexible Housing Fund 100000 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 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 2500 CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION 620 LINDSAY ST 210 CHATTANOOGA TN 37403 N/A PC Rebuilding and Debt Relief 177000 CHATTANOOGA SYMPHONY AND OPERA ASSOCIATION 620 LINDSAY ST 210 CHATTANOOGA TN 37403 N/A PC BSF Music Fund 1000 CHILDRENS NUTRITION PROGRAM OF HAITI INC PO BOX 3720 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 200000 CHURCH OF THE GOOD SHEPHERD 211 FRANKLIN RD LOOKOUT MOUNTAIN TN 37350 N/A PC Outreach Haiti 2500 CITY OF CHATTANOOGA 101 E 11TH ST ROOM 101 CHATTANOOGA TN 37402 N/A GOV Meal program 20000 COLAB 110 SOMERVILLE AVE STE 266 CHATTANOOGA TN 37405 N/A PC Quantum Mobility Program 2500 COLAB 110 SOMERVILLE AVE STE 266 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 1000 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 30500 CREATIVE DISCOVERY MUSEUM 321 CHESTNUT ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 2500 CUMBERLAND TRAILS CONFERENCE 409 THURMAN AVE STE 102 CROSSVILLE TN 38555 N/A PC BSF Music Fund 1000 DYNAMO STUDIOS 6452 WHITE TAIL DR OOLTEWAH TN 37363 N/A PC General & Unrestricted 50000 FREEDOM SINGS USA 3317 DAYTON BLVD B17205 CHATTANOOGA TN 37415 N/A PC Charitable Event 2500 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 1500 GEORGIA-ALABAMA LAND TRUST INC 226 OLD LADIGA RD PIEDMONT AL 36272 N/A PC General & Unrestricted 1000 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE110 CHATTANOOGA TN 37411 N/A PC General & Unrestricted 20000 GIRLS INCORPORATED OF CHATTANOOGA 4505 BRAINERD RD STE110 CHATTANOOGA TN 37411 N/A PC Charitable Event 2500 GRATEFUL GOBBLER 820 BROAD ST STE 300 CHATTANOOGA TN 37402 N/A PC General & Unrestricted 2500 HABITAT FOR HUMANITY OF GREATER CHATTANOOGA 1201 E MAIN ST CHATTANOOGA TN 37408 N/A PC Chattanooga Home Build 120000 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 8000 J Mitchell 1400 North Champerlain Avenue Chattanooga TN 37406 NONE I Short-term Emergency Assistance Grant 6500 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 54000 LAND TRUST FOR TENNESSEE INC 4000 FRANKLIN PIKE NASHVILLE TN 37204 N/A PC Support for Southeast Office 1500 LAUNCH PO BOX 903 CHATTANOOGA TN 37401 N/A PC Kitchen Incubator Chattanooga 30000 LAUNCH PAD 617 MARLBORO AVE CHATTANOOGA TN 37412 N/A PC Salary Support for Resident Manager Position & Supportive Services 25000 LIGHTHOUSE COLLECTIVE INC 3731 DORRIS ST CHATTANOOGA TN 37410 N/A PC Lighthouse Scholars Summer Program 20000 LOOKOUT FILM FESTIVAL INC 806 TREMONT ST CHATTANOOGA TN 37405 N/A PC General & Unrestricted 10000 LOOKOUT MOUNTAIN CONSERVANCY 3085 BROAD ST CHATTANOOGA TN 37408 N/A PC General & Unrestricted 3500 LOOKOUT MOUNTAIN CONSERVANCY 3085 BROAD ST CHATTANOOGA TN 37408 N/A PC LMC Interns Post Secondary Scholarship Fund 60000 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC General & Unrestricted 1500 LULA LAKE LAND TRUST PO BOX 395 LOOKOUT MOUNTAIN TN 37350 N/A PC Charitable Event 1000 MAKE A WISH OF MIDDLE TENNESSEE INC 600 HILL AVE STE 201 NASHVILLE TN 37210 N/A PC General & Unrestricted 1000 MARY CAMERON ROBINSON FOUNDATION 1400 MCCALLIE AVE STE 210 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 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 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 NEWTON CHILD DEVELOPMENT CENTER 315 GILLESPIE RD CHATTANOOGA TN 37411 N/A PC General & Unrestricted 30000 NORTHSIDE NEIGHBORHOOD HOUSE PO BOX 4086 CHATTANOOGA TN 37405 N/A PC General & Unrestricted 53000 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 50000 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 PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 5000 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC BSF Music Fund 2500 REFLECTION RIDING ARBORETUM AND NATURE CENTER 400 GARDEN RD CHATTANOOGA TN 37419 N/A PC General & Unrestricted 3500 RHYME N CHATT INTERACTIVE POETRY ORGANIZATION 2321 DAVID CIR CHATTANOOGA TN 37421 N/A PC Charitable Event 2500 RISE CHATTANOOGA PO BOX 406 CHATTANOOGA TN 37401 N/A PC The H2O Life 15000 SAINT NICHOLAS SCHOOL INC 7525 MIN TOM DR CHATTANOOGA TN 37421 N/A PC General & Unrestricted 5000 SIGNAL CENTERS INC 109 N GERMANTOWN RD CHATTANOOGA TN 37411 N/A PC Family Forward Program 75000 SIGNAL CENTERS INC 109 N GERMANTOWN RD CHATTANOOGA TN 37411 N/A PC Dolly Parton Imagination Library Fund 30000 SISKIN HOSPITAL FOR PHYSICAL REHABILITATION 1 SISKIN PLZ CHATTANOOGA TN 37403 N/A PC General & Unrestricted 2500 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC Financial Aid Assistance Program 50000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC General & Unrestricted 1000 SONGBIRDS FOUNDATION INC 206 WEST MAIN ST CHATTANOOGA TN 37408 N/A PC Charitable Event 2500 SOUNDCORPS INC 2901 TAYLOR ST STE 300 CHATTANOOGA TN 37406 N/A PC General & Unrestricted 2500 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 1000 SOUTHSIDE YOUTH DEVELOPMENT INC 2288 GUNBARREL RD STE 154 PMB 23 CHATTANOOGA TN 37421 N/A PC General & Unrestricted 20000 SPLASH PO BOX 3617 CHATTANOOGA TN 37404 N/A PC BSF Local Music Fund 2000 STOVE WORKS 1250 E 13TH ST CHATTANOOGA TN 37408 N/A PC Artists in Residency Program 25000 STOVE WORKS 1250 E 13TH ST CHATTANOOGA TN 37408 N/A PC BSF Local Music Fund 1200 TENNESSEE HUMANE ANIMAL LEAGUE 5975 DAYTON BLVD CHATTANOOGA TN 37415 N/A PC General & Unrestricted 1000 TENNESSEE HUMANE ANIMAL LEAGUE 5975 DAYTON BLVD CHATTANOOGA TN 37415 N/A PC fundraising calendar project 1000 TENNESSEE RIVER GORGE TRUST INC 1214 DARTMOUTH ST CHATTANOOGA TN 37405 N/A PC Aetna Mountain Trails Phase II 2000 THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC PO BOX 440225 NASHVILLE TN 37244 N/A PC Voices for a Safer Tennessee Community Education Fund 1000 THE HELEN ROSS MCNABB CENTER 200 TECH CENTER DR KNOXVILLE TN 37912 N/A PC Chattanooga Preschool 30000 The Howard School 2500 S MARKET ST Chattanooga TN 37408 N/A GOV Funds for Howard General Athletics & Football Program Washing Machine 9000 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 General & Unrestricted 7000 THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVE CHATTANOOGA TN 37402 N/A PC The Tivoli Theatre and Performance Arts Center Renovation Project 50000 TRUST FOR PUBLIC LAND 1810 E MAIN ST STE 200 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1500 TWO BIKES CHATTANOOGA INC 1810 E MAIN ST STE 100 CHATTANOOGA TN 37404 N/A PC Pedal It Forward Program 10000 TWO BIKES CHATTANOOGA INC 1810 E MAIN ST STE 100 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 1000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC Bridge Outdoors at the Beth 25000 UNITED METHODIST NEIGHBORHOOD CENTERS INC 200 W 38TH ST CHATTANOOGA TN 37410 N/A PC General & Unrestricted 51000 UNITED WAY OF GREATER CHATTANOOGA 630 MARKET ST CHATTANOOGA TN 37402 N/A PC General & Unrestricted 1000 UNIVERSITY OF CHATTANOOGA FOUNDATION INC 615 MCCALLIE AVE DEPT 6806 CHATTANOOGA TN 37403 N/A PC UTC Athletics Summer Bridge Program 25000 UNIVERSITY OF CHATTANOOGA FOUNDATION INC 615 MCCALLIE AVE DEPT 6806 CHATTANOOGA TN 37403 N/A PC General & Unrestricted 2000 WARRIOR FREEDOM SERVICE DOGS INC 2401 BACHMAN ST CHATTANOOGA TN 37406 N/A PC General & Unrestricted 2000 WAUHATCHIE SCHOOL 403 GARDEN RD CHATTANOOGA TN 37419 N/A PC Nicole Pinkerton Fund 5000 WAUHATCHIE SCHOOL 403 GARDEN RD CHATTANOOGA TN 37419 N/A PC Scholarship Fund 19400 WELCOME HOME OF CHATTANOOGA 3131 QUIET CREEK TRL CHATTANOOGA TN 37406 N/A PC Operational Improvement Plan 50000 WELCOME HOME OF CHATTANOOGA 3131 QUIET CREEK TRL CHATTANOOGA TN 37406 N/A PC General & Unrestricted 3500 YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN C 301 W 6TH ST CHATTANOOGA TN 37402 N/A PC YCAP Program 35000 3834339 14 9060 14 457494 18 2252437 2718991 2718991 false false false false false false false false false false MCDONALDS - 5.700% - 02/01/203 20167 15210 ABBVIE INC 138443 159930 ABIOMED INC CONTRA - CVR LINE ACCENTURE PLC 389738 571659 ADOBE SYSTEMS, INC 145977 188989 ADVANCED MICRO DEVICES INC 72650 175629 ALPHABET INC CL A 152692 397530 AMAZON COM 715458 1020163 AMERICAN EXPRESS CO 351089 832496 APPLE INC 346587 992914 AUTOMATIC DATA PROCESSING INC 407077 553260 AVERY DENNISON CORP 442697 484667 CATERPILLAR INC 600813 555023 CONOCOPHILLIPS 234721 460149 CORNING INC 552960 570240 COSTCO WHOLESALE CORPORATION 395464 975827 DEXCOM, INC 73429 92157 EATON CORP PLC 447520 667059 EDWARDS LIFESCIENCES 98476 94018 ELI LILLY & CO 260859 717960 GOLDMAN SACHS GQG PARTNERS INT 374073 406042 GOLDMAN SACHS STRATEGIC INC IN 244793 240911 HOME DEPOT INC 512284 818824 INGEVITY CORPORATION 152967 146700 INTUIT 135407 307965 INTUITIVE SURGICAL 450739 746403 JP MORGAN CHASE 734990 1000788 JP MORGAN STRATEGIC INCOME OPP 853690 849791 JPMORGAN HEDGED EQUITY LADDERE 410210 465300 LOUISIANA PACIFIC CP 194835 317899 MARSH AND MCLENNAN COMPANIES I 393480 536335 MCCORMICK & CO 524290 521482 MERCK & CO INC 96566 111915 MICROSOFT CORP 440752 1032674 MOTOROLA SOLUTIONS INC 428000 686412 NETFLIX INC 453470 993821 NORDSON CP 450320 401741 NVIDIA CORP 38442 833269 PAYPAL HOLDINGS, INC 220009 161312 PROCTER GAMBLE CO 413935 522230 PROGRESSIVE CORP OHIO 124329 400868 PULTE GROUP INC 94103 254826 S&P GLOBAL INC COM 504383 622538 SMITH A O CORP DEL COM 168403 238735 TELEDYNE TECH INC 446765 580163 THE COCA-COLA CO 169262 174328 THERMO FISHER SCIENTIFIC INC 455042 564450 TJX COMPANIES INC 124690 241620 TRACTOR SUPPLY CO COM 40795 119385 UNION PACIFIC 461752 559838 VANGUARD SHORT TERM CORPORATE 93650 89712 VERTEX PHARMCTLS INC 496785 485254 VISA INC 379621 598896 WAL-MART STORES INC 149335 352365 1398011 1416501 Administrative Fees 50938 50938 Payroll Processing Fees 600 600 Postage/Delivery Service 254 254 State or Local Filing Fees 20 20 Investment Management Services 118392 118392 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. 990-PF Estimated Tax for 2024 26900 990-PF Excise Tax for 2023 1157 990-PF Extension for 2023 1400 Foreign Tax Paid 5773 5773