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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Morgan Stanley Global Impact Funding Trust Inc ($2,648,714), Feed the Children ($21,260), Barnabas Center ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC INDIANAPOLIS, IN | TO MAKE CHARITIBLE CONTRIBUTIONS | $2,648,714 |
| AMERICA'S YOUTH INC FERNANDINA BEACH, FL | IN SUPPORT OF THEIR VARIOUS PROGRAMS & SERVICES | $2,000 |
| ANIMAL LIFELINE OF IOWA INC CARLISLE, IA | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $5,000 |
| ANIMAL RESCUE LEAGUE OF IOWA INC DES MOINES, IA | EMERGENCY VETERINARIAN MEDICAL SERVICES | $3,000 |
| ARMY EMERGENCY RELIEF ARLINGTON, VA | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $2,500 |
| BARNABAS CENTER FERNANDINA BEACH, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $15,000 |
| BIG BROTHERS & BIG SISTERS OF NASSAU CO INC FERNANDINA BEACH, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $10,000 |
| BOYS & GIRLS CLUB OF NORTH EAST FLORIDA FERNANDINA BEACH, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $10,000 |
| CANINE ASSISTANTS ALPHARETTA, GA | EXPENSES RELATED TO DOG & TEAM TRAINING ACTIVITIES | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE INC ORLANDO, FL | EXPENSES RELATED TO DOG & TEAM TRAINING ACTIVITIES | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID R SMITH | PRESIDENT | — | — |
| PATRICIA R SMITH | VICE PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Chardonnay Foundation?
Chardonnay Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMELIA ISLAND, FL. It holds — in total assets as of 2022.
Where does Chardonnay Foundation operate?
Chardonnay Foundation has awarded grants in California, Florida, Georgia, Iowa, Indiana, Missouri, North Carolina, Oklahoma, Virginia.
What size grants does Chardonnay Foundation award?
In 2022, Chardonnay Foundation awarded 29 grants totaling $2.8M — an average of about $97K per grant, based on its IRS Form 990 filings.
What is Chardonnay Foundation's EIN?
Chardonnay Foundation's EIN (Employer Identification Number) is 74-3055189. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in Chardonnay Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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