Chardonnay Foundation
CHARDONNAY FOUNDATION is a private foundation based in Amelia Island, Florida. Its 2022 filing reports grants to charitable organizations, including a donor-advised fund sponsor and organizations working on hunger, crisis assistance, domestic violence, and animal welfare.
Key facts about Chardonnay Foundation
In short: Chardonnay Foundation gave $2.8M across 29 grants in 2022 (avg $97K), mostly in Indiana. Source: 2022 IRS Form 990-PF.
- EIN
- 74-3055189
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $2,820,724
- Grants made (2022)
- 29
- Average grant
- $97,266
- Median grant
- $5,000
- Primary geography
- Indiana (94% of itemized 2022 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2022; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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
How Chardonnay Foundation gives
- 93% of 2022 grantees were also funded in 2021. Method
- In 2021 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2022 grants show support for organizations with varied missions. For example, Barnabas Center says it provides temporary aid to Nassau County residents facing crisis situations, and Micah’s Place says it serves victims of domestic violence through prevention, intervention, and community education. Nassau Humane Society describes its work as rescuing and caring for homeless animals in Nassau County, while Feed the Children says it works with communities to address child hunger.
Grantmaking
In 2022, the foundation reported 29 grants totaling $2,820,724. Grant amounts ranged from $750 to $2,648,714, with a median of $5,000. The largest grant, $2,648,714, went to Morgan Stanley Global Impact Funding Trust Inc.; the filing lists its purpose as “to make charitable contributions.” The recipient describes itself as a public charity that sponsors a donor-advised fund program.
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Geographic Focus
Where this funder awards grants
In 2022, 94% of grant dollars went to recipients in Indiana, 4% to Florida, 1% each to Oklahoma and Virginia, and a rounded 0% to Iowa.
Grant Distribution by State
Share of all 29 itemized 2022 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC Indianapolis, IN | TO MAKE CHARITIBLE CONTRIBUTIONS | $2,648,714 |
| FEED THE CHILDREN Oklahoma City, OK | FEEDING AND EDUCATIONAL SUPPLIES FOR CHILDREN | $21,260 |
| BARNABAS CENTER Fernandina Beach, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $15,000 |
| NASSAU HUMANE SOCIETY Fernandina Beach, FL | DIRECTED FOR EMERGENCY MEDICAL TREATMENTS. | $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 |
| FARM SHARE Jacksonville, FL | NASSAU COUNTY SERVICES | $10,000 |
| MICAH'S PLACE Fernandina Beach, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $10,000 |
| PAWS FOR SENIORS Bealeton, VA | DIRECTED FOR DOG EMERGENCY SERVICES AND SURGERIES | $10,000 |
| THE SALVATION ARMY Fernandina Beach, FL | SUPPORT OF THEIR VARIOUS PROGRAMS AND SERVICES | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2022 | — | $89,587 | $2,678,142 | $2,820,724 | 29 |
| 2021 | $2,760,595 | $411,349 | $218,479 | $155,010 | 27 |
| 2020 | $2,552,765 | $136,861 | $201,676 | $5,000 | 1 |
— = not provided.
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Leadership & Key People
Leadership team and compensation from IRS filings
The 2022 filing lists David R. Smith as president and Patricia R. Smith as vice president.
Chardonnay Foundation is led by David R. Smith, President on every filing since 2020; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
David R. Smith
President
On filings since 2020
No compensation reported
Patricia R. Smith
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1641 Scott Road, Amelia Island, FL 32034-5642
Phone: (904) 277-1597
Frequently asked questions about Chardonnay Foundation
How much does Chardonnay Foundation give each year?
Chardonnay Foundation gave $2.8M across 29 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $155K across 27 grants.
What is Chardonnay Foundation's typical grant size?
Chardonnay Foundation's median grant in 2022 was $5,000, and its average grant was $97,266, across 29 grants on its 2022 IRS Form 990-PF.
Where does Chardonnay Foundation give grants?
Chardonnay Foundation gives mostly in Indiana: 94% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fernandina Beach, FL (9 grants) and Arlington, VA (3 grants).
Does Chardonnay Foundation give general operating support?
Not in 2022: none of the 29 grants with a stated purpose on Chardonnay Foundation's 2022 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Their Various Programs and Services" (16 grants).
Who are Chardonnay Foundation's largest grantees?
Chardonnay Foundation's largest 2022 grantees include Morgan Stanley Global Impact Funding Trust Inc ($2,648,714), Feed the Children ($21,260) and Barnabas Center ($15,000), according to its 2022 IRS Form 990-PF. Together they received 95% of its itemized 2022 grant dollars.
What does Chardonnay Foundation fund?
No mission statement for the foundation is provided. Its 2022 grants show support for organizations with varied missions. For example, Barnabas Center says it provides temporary aid to Nassau County residents facing crisis situations, and Micah’s Place says it serves victims of domestic violence through prevention, intervention, and community education. Nassau Humane Society describes its work as rescuing and caring for homeless animals in Nassau County, while Feed the Children says it works wi…
How do I apply for a grant from Chardonnay Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Chardonnay Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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