Chardonnay Foundation

AMELIA ISLAND, FL EIN: 74-3055189

Chardonnay Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMELIA ISLAND, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 29 grants totaling $2.8M. Net investment income was $60K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$2.8M

+1719.7% YoY

Grant Count

29

+7.4% YoY

Avg Grant Size

$97K

+1594.2% YoY

About Chardonnay Foundation

Based on IRS filings

Chardonnay Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMELIA ISLAND, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 29 grants totaling $2.8M. Net investment income was $60K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AlpharettaArlingtonBealetonBooneCarlisleDes MoinesDubuqueFentonFernandina BeachFort LauderdaleGrahamHilliardIndianapolisJacksonvilleMaitlandOklahoma CityOrlandoSanta PaulaYulee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$776K$2M$2M$3M202020212022
Metric202220212020
Total Assets$2,760,595$2,552,765
Revenue$89,587$411,349$136,861
Expenses$2,678,142$218,479$201,676
Qualifying Distributions$2,820,724$155,010
Net Investment Income$59,966$362,840$97,195
Distributable Amount$158,409$145,239

Giving Over Time

Total grant dollars and number of grants per year

$0$705K$1M$2M$3M1 grants202027 grants202129 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2022

MORGAN STANLEY GLOBAL IM…$2.6MFEED THE CHILDREN$21KBARNABAS CENTER$15KNASSAU HUMANE SOCIETY$15KBIG BROTHERS & BIG SISTE…$10KBOYS & GIRLS CLUB OF NOR…$10KFARM SHARE$10KMICAH'S PLACE$10KPAWS FOR SENIORS$10KTHE SALVATION ARMY$10K

Grant Size Distribution

57 grants across all recorded years

56<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
DAVID R SMITHPRESIDENT
PATRICIA R SMITHVICE PRESIDENT

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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